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【私募调研记录】睿亿投资调研聚辰股份
Zheng Quan Zhi Xing· 2025-05-30 00:13
Group 1 - The core viewpoint of the news highlights the recent research conducted by the well-known private equity firm Ruiyi Investment on a listed company, focusing on the operational performance of Jucheng Co., Ltd. in the first quarter of 2025 [1] - Jucheng Co., Ltd. offers a full range of automotive-grade EEPROM products, which are widely used in four major systems: intelligent cockpit, three electric systems, visual perception, and chassis transmission [1] - Although the revenue from automotive-grade EEPROM accounts for nearly 10% of the company's total revenue, the global market share remains low, indicating significant room for growth [1] Group 2 - The company is actively expanding into overseas markets such as Europe, the United States, South Korea, and Japan, successfully introducing products to several leading global automotive electronic Tier 1 suppliers, resulting in rapid growth in sales and revenue [1] - The average usage of EEPROM per vehicle was 5-6 units in 2013, and it is expected that some new energy vehicles will exceed 40 units by 2024, indicating a continuously growing market size [1] - Additionally, the demand driven by Windows 11 and IPC is creating greater opportunities for the expansion of the SPD business [1]
聚辰股份(688123) - 聚辰股份股东询价转让定价情况提示性公告
2025-05-27 12:16
证券代码:688123 证券简称:聚辰股份 公告编号:2025-029 聚辰半导体股份有限公司 股东询价转让定价情况提示性公告 宁波亦鼎创业投资合伙企业(有限合伙)保证向聚辰半导体股份有限公司提 供的信息内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其真实性、 准确性和完整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示: 根据 2025 年 5 月 27 日询价申购情况,本次询价转让初步确定的转让价 格为 63.19 元/股。 (二)本次询价转让不涉及公司控制权变更,不会影响公司治理结构和持续 经营。 特此公告。 聚辰半导体股份有限公司董事会 2025 年 5 月 28 日 一、本次询价转让初步定价 (一)经向机构投资者询价后,聚辰半导体股份有限公司(以下简称"公司") 股东询价转让(以下简称"本次询价转让")初步确定的转让价格为 63.19 元/股。 (二)参与本次询价转让报价的机构投资者家数为 17 家,涵盖了基金管理 公司、合格境外机构投资者、私募基金管理人、证券公司等专业机构投资者。参 与本次询价转让报价的机构投资者合计有效认购股份数量为 ...
聚辰股份:询价转让初步确定价格为63.19元/股
news flash· 2025-05-27 12:00
智通财经5月27日电,聚辰股份(688123.SH)公告称,根据2025年5月27日询价申购情况,本次询价转让 初步确定的转让价格为63.19元/股。参与报价的机构投资者家数为17家,合计有效认购股份数量为 5,170,000股,对应有效认购倍数为1.36倍。本次询价转让拟转让股份已获全额认购,初步确定受让方为 15家机构投资者,拟受让股份总数为3,800,000股。 聚辰股份:询价转让初步确定价格为63.19元/股 ...
聚辰股份: 聚辰股份股东询价转让计划书
Zheng Quan Zhi Xing· 2025-05-26 13:18
Key Points - The core viewpoint of the announcement is the plan for a share transfer by Ningbo Yiding Venture Capital Partnership, which intends to transfer 3,800,000 shares of Jucheng Semiconductor Co., Ltd., accounting for 2.40% of the total share capital [1][3]. Group 1: Share Transfer Details - The transferring party, Ningbo Yiding Venture Capital Partnership, is not a controlling shareholder, actual controller, director, or senior management of the company, but holds more than 5% of the shares [2][3]. - The share transfer will not be conducted through centralized bidding or block trading, and the shares cannot be transferred by the acquirer within six months after the transfer [1][3]. - The transfer is motivated by the transferring party's need for funds [3]. Group 2: Transfer Pricing and Conditions - The minimum transfer price will be set at no less than 70% of the average trading price over the 20 trading days prior to May 26, 2025 [5]. - The transfer process will prioritize price, quantity, and time of submission for determining the final transfer price [5]. - The acquirers must be institutional investors with appropriate pricing capabilities and risk tolerance, including various types of financial institutions [5].
聚辰股份(688123) - 聚辰股份股东询价转让计划书
2025-05-26 12:45
证券代码:688123 证券简称:聚辰股份 公告编号:2025-028 聚辰半导体股份有限公司 股东询价转让计划书 宁波亦鼎创业投资合伙企业(有限合伙)保证向聚辰半导体股份有限公司提 供的信息内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其真实性、 准确性和完整性依法承担法律责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示: 拟参与聚辰半导体股份有限公司(以下简称"聚辰股份"或"公司")首 发前股东询价转让(以下简称"本次询价转让")的股东为宁波亦鼎创业投资合 伙企业(有限合伙)(以下简称"亦鼎投资"或"出让方"); 出让方拟转让股份的总数为 3,800,000 股,占聚辰股份总股本的比例为 2.40%; 本次询价转让的出让方为公司持股 5%以上股东,与公司控股股东、实际 控制人、董事、高级管理人员不存在关联关系; 本次询价转让不通过集中竞价交易或大宗交易方式进行,不属于通过二 级市场减持。受让方通过询价转让受让的股份,在受让后 6 个月内不得转让; 本次询价转让的受让方为具备相应定价能力和风险承受能力的机构投资 者。 一、拟参与转让的股东情况 (一)出让方的名称 ...
聚辰股份(688123) - 中信证券股份有限公司关于聚辰半导体股份有限公司股东向特定机构投资者询价转让股份相关资格的核查意见
2025-05-26 12:31
中信证券股份有限公司 关于聚辰半导体股份有限公司股东 向特定机构投资者询价转让股份 相关资格的核查意见 广东省深圳市福田区中心三路 8 号卓越时代广场(二期)北座 1 中信证券股份有限公司(以下简称"中信证券")受聚辰半导体股份有限公 司(以下简称"聚辰股份")股东宁波亦鼎创业投资合伙企业(有限合伙)(以 下简称"出让方")委托,组织实施本次聚辰股份首发前股东向特定机构投资者 询价转让(以下简称"本次询价转让")。 根据《关于在上海证券交易所设立科创板并试点注册制的实施意见》《科创 板上市公司持续监管办法(试行)》《上海证券交易所科创板股票上市规则(2025 年 4 月修订)》《上海证券交易所科创板上市公司自律监管指引第 4 号——询价 转让和配售(2025 年 3 月修订)》(以下简称"《询价转让和配售指引》")等 相关规定,中信证券对参与本次询价转让股东的相关资格进行核查,并出具本核 查意见。 二、关于参与本次询价转让股东相关资格的核查情况 (一)核查过程 根据相关法规要求,中信证券对出让方的相关资格进行了核查。出让方已出 具《关于向特定机构投资者询价转让首次公开发行前已发行股份出让方资格相关 事宜的承诺 ...
聚辰股份:股东亦鼎投资拟询价转让2.40%股份
news flash· 2025-05-26 12:16
Group 1 - The core point of the article is that Yuzhen Co., Ltd. (688123.SH) announced that its shareholder Yiding Investment plans to transfer 3.8 million shares, accounting for 2.40% of the company's total share capital, through a pricing inquiry method [1] - The transferor has no affiliation with the company's controlling shareholder, actual controller, directors, or senior management, and the shares being transferred have been released from restrictions [1] - The reason for the transfer is due to the transferor's own funding needs [1] Group 2 - The transferee must possess corresponding pricing capability and risk tolerance, including qualified institutional investors and other private fund managers who have registered with the Asset Management Association of China [1]
聚辰股份: 聚辰股份关于核心技术人员调整的公告
Zheng Quan Zhi Xing· 2025-05-19 10:01
聚辰半导体股份有限公司 关于核心技术人员调整的公告 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: 证券代码:688123 证券简称:聚辰股份 公告编号:2025-027 ● 公司结合全球市场副总裁邵丹先生的任职履历,以及对公司多个主要产品 线业务发展及研发项目的领导和参与情况等因素,认定其为公司核心技术人员。 ● 考虑到公司原核心技术人员李强先生现担任公司控股子公司上海聚栋半 导体有限公司总经理职务,不再参与具体研发项目,公司不再认定李强先生为公 司核心技术人员。 ● 上述核心技术人员调整不会对公司核心竞争力与持续经营能力产生影响。 一、核心技术人员调整的具体情况 聚辰半导体股份有限公司(以下简称"公司")结合全球市场副总裁邵丹先 生的任职履历,以及对公司多个主要产品线业务发展及研发项目的领导和参与情 况等因素,认定其为公司核心技术人员。同时,考虑到公司原核心技术人员李强 先生现担任公司控股子公司上海聚栋半导体有限公司总经理职务,不再参与具体 研发项目,公司不再认定李强先生为核心技术人员。 邵丹,男,19 ...
聚辰股份(688123) - 聚辰股份关于核心技术人员调整的公告
2025-05-19 09:30
证券代码:688123 证券简称:聚辰股份 公告编号:2025-027 聚辰半导体股份有限公司 关于核心技术人员调整的公告 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: ● 公司结合全球市场副总裁邵丹先生的任职履历,以及对公司多个主要产品 线业务发展及研发项目的领导和参与情况等因素,认定其为公司核心技术人员。 | 序号 | 发明名称 | 专利号 | 发明人 | 申请人 | | --- | --- | --- | --- | --- | | 1 | REVERSIBLE WRITE-PROTECTION FOR NON-VOLATILE SEMICONDUCTOR MEMORY | US8,843,695B2 | 邵丹、郝清山、 徐红如 | 公司 | | | DEVICE | | | | | 2 | 串行非易失性存储器及解除存储器写 保护的方法 | 201110350626.1 | 邵丹、郝清山、 徐红如 | 公司 | | 3 | 射频识别系统的保护方法 | 201310011430.9 | 邵丹 | 公司 ...
聚辰股份(688123):SPD & Automotive EEPROM 销售保持强劲
华泰金融· 2025-05-15 04:43
Investment Rating - The report maintains a "Buy" rating for Giantec Semiconductor Corporation with a target price of RMB 104.70, indicating a potential upside of 40% from the closing price of RMB 75.00 as of May 13, 2025 [6]. Core Insights - Giantec's revenue and net profit for Q1 2025 reached RMB 2.61 billion and RMB 0.99 billion respectively, marking year-on-year growth of 5.60% and 94.71%, and quarter-on-quarter growth of 0.72% and 26.07% [1][2]. - The strong performance is attributed to the rapid growth in sales of DDR5 SPD and automotive EEPROM products, which offset declines in smartphone EEPROM and other segments [1][2]. - The gross profit margin (GPM) for Q1 2025 was 60.29%, an increase of 5.67 percentage points year-on-year, supported by effective cost control and a slight increase in R&D expenses [2]. Summary by Sections Financial Performance - For Q1 2025, Giantec achieved a historical high in both revenue and profit, with a net investment income of RMB 19 million from reduced holdings in Huahong Semiconductor [1]. - The company expects continued growth in SPD and automotive EEPROM sales, with new products like NOR flash memory contributing to revenue [1][4]. Product Outlook - The report anticipates that DDR5 SPD and automotive/industrial EEPROM will be key drivers for revenue growth and profitability in 2025, with stable pricing expected in these segments [3][4]. - The company is also looking to expand into high-value markets such as automotive electronics and industrial control for NOR flash memory [3]. Valuation Metrics - The projected net profits for 2025, 2026, and 2027 are RMB 4.71 billion, RMB 6.48 billion, and RMB 8.70 billion respectively, with a price-to-earnings (PE) ratio of 35 times for 2025 [4][10]. - The report highlights a significant improvement in return on equity (ROE), expected to reach 19.32% in 2025 [10].