证券日报网讯9月4日晚间，纳芯微发布公告称，公司将于2025年9月24日召开2025年半年度业绩说明 会。 ...

光大证券股份有限公司 关于苏州纳芯微电子股份有限公司 2025 年半年度持续督导跟踪报告 | 保荐机构名称：光大证券股份有限公司 | 上市公司：苏州纳芯微电子股份有限公司 | | --- | --- | | 保荐代表人姓名：江嵘 | 联系方式：021-52523200 | | | 联系地址：上海市静安区新闸路 1508 号 | | 保荐代表人姓名：陆佳杭 | 联系方式：021-52523200 | | | 联系地址：上海市静安区新闸路 号 1508 | 重大事项提示 2025 年 1-6 月，公司实现营业收入 152,366.48 万元，同比上涨 79.49%，实 现归属于上市公司股东的扣除非经常性损益的净利润为-10,564.03 万元。本报告 期内，公司营业收入同比增长显著，且产品结构优化，毛利率同比提升，带动净 利润亏损收窄，但仍处于亏损状态。针对前述情况，本保荐机构提醒投资者予以 关注。 光大证券股份有限公司（以下简称"光大证券"或"保荐机构"）作为苏州 纳芯微电子股份有限公司（以下简称"公司"或"纳芯微"）首次公开发行股票 并在科创板上市项目的保荐机构，根据《证券发行上市保荐业务管理办法》《上 海证 ...

光大证券股份有限公司关于 苏州纳芯微电子股份有限公司 2025 年度现场检查报告 根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上市 规则》《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》等 有关法律、法规要求，光大证券股份有限公司（以下简称"光大证券"或"保荐 机构"）作为苏州纳芯微电子股份有限公司（以下简称"纳芯微""上市公司" 或"公司"）首次公开发行股票并在科创板上市的持续督导保荐机构，于 2025 年 8 月对纳芯微 2025 年度规范运作情况进行了现场检查，现就现场检查的有关 情况报告如下： 一、本次现场检查的基本情况 光大证券针对纳芯微实际情况制订了 2025 年度现场检查工作计划。为顺利 实施本次现场工作，提高现场工作效率，切实履行持续督导工作，光大证券要求 公司提前准备现场检查工作所需的相关文件和资料。2025 年 8 月，光大证券根 据事先制订的现场检查工作计划，采取与公司董事、监事、高级管理人员及有关 人员进行沟通和询问、查阅 2025 年 1 月 1 日至今召开的历次三会会议资料、查 看公司生产经营场所、查阅和复印公司原始凭证及其他相关资料等形式，对包 ...

投资者可于 2025 年 9 月 17 日 （星期三） 至 9 月 23 日 （星期二）前登 录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 ir@novosns.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 苏州纳芯微电子股份有限公司（以下简称"公司"）已于 2025 年 8 月 19 日在 《上海证券报》《证券日报》及上海证券交易所网站（www.sse.com.cn）披露公司 《2025 年半年度报告》，为便于广大投资者更全面深入地了解公司 2025 年半年度 的经营成果、财务状况，公司计划 2025 年 9 月 24 日（星期三）下午 14:00-15:00 举行 2025 年半年度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 证券代码：688052 证券简称：纳芯微 公告编号：2025-037 苏州纳芯微电子股份有限公司 关于召开 2025 年半年度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大 遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 会议召开时间：2025 年 9 月 2 ...

Group 1: Overview of Companies Planning to List in Hong Kong - A-share companies are increasingly planning to list in Hong Kong, with six companies including Junsheng Electronics, Naxin Micro, Estun, Puyuan Precision, Sanhua Intelligent Control, and Changguang Chenchip disclosing plans for IPOs in the first half of 2025 [1] - Junsheng Electronics has initiated its A+H share listing plan, with over 70% of its revenue coming from overseas markets, indicating a strong global presence [2] - Naxin Micro has approved plans to issue H shares and list on the Hong Kong Stock Exchange to enhance its competitiveness and international strategy [3] - Estun aims to issue H shares to accelerate its global strategy and improve its international brand image, with a focus on expanding its overseas business [4][5] - Puyuan Precision plans to issue H shares to enhance its competitiveness and utilize international capital markets for diversified financing [6][7] - Sanhua Intelligent Control has passed the listing hearing for its IPO on the Hong Kong Stock Exchange, aiming to issue up to 477 million shares [8] - Changguang Chenchip has submitted its IPO application to the Hong Kong Stock Exchange, with plans to use the funds for R&D and expanding its international business [9] Group 2: Regulatory and Market Context - The China Securities Regulatory Commission has introduced measures to support domestic companies in listing overseas, enhancing their global market capabilities [10] - The People's Bank of China and the State Administration of Foreign Exchange have issued guidelines to improve cross-border financing for domestic companies seeking to list abroad [10] - The Hong Kong Stock Exchange has launched initiatives to facilitate listings for technology and biotech companies, enhancing its attractiveness as a listing destination [10]

Core Viewpoint - The company Nanxin Microelectronics has shown significant trading activity and financial performance, with a notable increase in revenue and changes in shareholder structure. Group 1: Trading Activity - On September 1, Nanxin Microelectronics experienced a decline of 0.70% in stock price, with a trading volume of 671 million yuan [1] - The financing buy-in amount for Nanxin Microelectronics on the same day was 66.79 million yuan, while the financing repayment was 46.21 million yuan, resulting in a net financing buy-in of 20.59 million yuan [1] - As of September 1, the total financing and securities lending balance for Nanxin Microelectronics was 663 million yuan, with the financing balance exceeding the 90th percentile level over the past year, indicating a high level of activity [1] Group 2: Financial Performance - For the first half of 2025, Nanxin Microelectronics reported a revenue of 1.524 billion yuan, representing a year-on-year growth of 79.49% [2] - The net profit attributable to shareholders for the same period was -78.01 million yuan, showing a year-on-year increase of 70.59% [2] - Since its A-share listing, Nanxin Microelectronics has distributed a total of 162 million yuan in dividends, with 80.85 million yuan distributed over the past three years [2] Group 3: Shareholder Structure - As of June 30, 2025, the number of shareholders for Nanxin Microelectronics increased to 8,026, a rise of 5.25% from the previous period [2] - The average number of circulating shares per shareholder increased by 45.09% to 17,758 shares [2] - Notable changes in institutional holdings include a decrease in shares held by the fifth-largest shareholder, while the seventh-largest shareholder increased their holdings significantly [2]

Core Viewpoint - Naxin Micro has launched the AK2 ultrasonic radar probe chip NSUC1800, which is based on a fully domestic supply chain and compatible with the DSI3 protocol [1] Group 1: Product Features - The NSUC1800 chip has a close-range recognition capability of 10 centimeters and a detection range of 7 meters [1] - It can cover scenarios such as APA (Automatic Parking Assist), AVP (Automated Valet Parking), and low-speed AEB (Automatic Emergency Braking) [1] - The chip has passed functional safety and automotive regulations certification [1]

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of Naxin Microelectronics, indicating a decline in stock price and significant trading activity on August 29 [1] - On August 29, Naxin Microelectronics experienced a stock price drop of 2.20%, with a trading volume of 5.92 billion yuan, and a net financing purchase of 33.81 million yuan [1] - As of August 29, the total balance of margin trading for Naxin Microelectronics reached 643 million yuan, which is at a high level compared to the past year [1] Group 2 - As of June 30, Naxin Microelectronics had 8,026 shareholders, an increase of 5.25% from the previous period, with an average of 17,758 circulating shares per person, up by 45.09% [2] - For the first half of 2025, Naxin Microelectronics reported a revenue of 1.524 billion yuan, representing a year-on-year growth of 79.49%, while the net profit attributable to shareholders was -78.01 million yuan, a 70.59% increase [2] - The company has distributed a total of 162 million yuan in dividends since its A-share listing, with 80.85 million yuan distributed over the past three years [2]

Core Viewpoint - The company, Naxin Micro, is positioned to significantly benefit from the domestic substitution trend in high-end analog chips, particularly in the automotive simulation chip market, where it holds a 1.8% market share in China for 2024, ranking first among domestic manufacturers [1]. Financial Performance - In the first half of 2025, the company achieved revenue of 1.524 billion yuan, representing a year-on-year growth of 79.49%, while the net profit attributable to shareholders was a loss of 78.01 million yuan, with the loss narrowing when excluding share-based payment expenses [1]. - For Q2 2025, the company reported revenue of 807 million yuan, a year-on-year increase of 65.83% and a quarter-on-quarter increase of 12.49%, marking a historical high [2]. Market Segmentation - In H1 2025, revenue contributions from various downstream markets were 34.04% from automotive electronics, 52.57% from the energy sector, and 13.38% from consumer electronics, with respective year-on-year growth rates of 82.08%, 78.57%, and 74.66% [1]. - The company holds a 7.1% market share in China's magnetic sensor market for 2024, ranking fifth overall and first among domestic manufacturers [2]. Product Development - The company is expanding its product matrix in the sensor segment, with significant advancements in various technologies, including the launch of a differential Hall automotive-grade angle sensor chip and a miniaturized pressure sensor series [2]. - In the signal chain segment, the company has a 15.6% market share in China's digital isolator chip market for 2024, ranking second overall and first among domestic manufacturers [3]. - The company has introduced several new products in power management, including second-generation isolated gate drivers and high-voltage GaN drivers for AI servers, which are now in mass production [4]. Growth Outlook - The company is expected to see strong revenue growth, with projected revenues of 3.007 billion yuan, 3.810 billion yuan, and 4.806 billion yuan for the years 2025 to 2027, respectively [5].

机构持仓方面，截止2025年6月30日，纳芯微十大流通股东中，兴全合润混合A（163406）位居第五大 流通股东，持股353.34万股，相比上期减少4.80万股。银河创新混合A（519674）位居第七大流通股 东，持股265.98万股，相比上期增加127.98万股。兴全商业模式混合(LOF)A（163415）位居第八大流通 股东，持股238.21万股，相比上期减少65.95万股。嘉实上证科创板芯片ETF（588200）位居第九大流通 股东，持股236.22万股，相比上期增加21.92万股。兴全趋势投资混合(LOF)（163402）、兴全新视野定 期开放混合型发起式（001511）、香港中央结算有限公司、兴全合宜混合A（163417）退出十大流通股 东之列。 责任编辑：小浪快报 资料显示，苏州纳芯微电子股份有限公司位于江苏省苏州工业园区东荡田巷9号,香港湾仔皇后大道东 248号大新金融中心40楼，成立日期2013年5月17日，上市日期2022年4月22日，公司主营业务涉及聚焦 高性能、高可靠性模拟集成电路研发和销售。主营业务收入构成为：信号链产品38.45%，电源管理产 品34.09%，传感器产品27.11%， ...