证券代码：688130 证券简称：晶华微 公告编号：2025-041 杭州晶华微电子股份有限公司 2025 年半年度募集资金存放与使用情况的专项报告 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。 金额单位：人民币万元 根据中国证券监督管理委员会《上市公司募集资金监管规则》和上海证券交易所印发的 《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》等相关规定，杭州晶 华微电子股份有限公司（以下简称"公司"或"本公司"）将 2025 年半年度募集资金存放 与使用情况专项说明如下： | | | (一) 募集资金管理情况 一、募集资金基本情况 | 募集资金净额 | | A | 92,053.70 | | --- | --- | --- | --- | | 截至期初累计发生额 | 项目投入 | B1 | 14,597.05 | | | 股份回购 | B2 | 2,198.47 | | | 利息收入净额[注 1] | B3 | 3,631.20 | | | 永久补充流动资金 | B4 | 10,200.00 | | 本 ...

杭州晶华微电子股份有限公司 2025 年度提质增效重回报行动方案的半年度评估报告 杭州晶华微电子股份有限公司（以下简称"公司"）为积极响应落实关于开 展沪市公司"提质增效重回报"专项行动的倡议，践行"以投资者为本"的发展 理念，维护公司全体股东利益，结合自身发展战略和经营情况，于 2025 年 4 月 19 日发布了《2025 年度"提质增效重回报"行动方案》，切实履行上市公司的责 任和义务，回馈投资者的信任，共同促进科创板市场平稳运行。2025 年上半年， 公司以行动方案及整体战略为指引，积极推动并落实相关举措，现将上半年的具 体情况公告如下： 一、研发销售并进，推动业务成长 2025 年上半年，由于 4 月美国加征关税政策扰动，公司智能健康衡器芯片、 数字万用表芯片和智能家电控制芯片的市场需求受到部分抑制，但是公司迅速调 整市场策略，全力以赴，报告期内实现营业收入 7,862.26 万元，同比增长 30.68%； 归属于上市公司股东的净利润-2,296.17 万元，同比下降 600.18%；剔除股份支付 费用影响后，归属于上市公司股东的净利润为-1,383.59 万元，同比下降 672.25%。 （一）业 ...

杭州晶华微电子股份有限公司2025 年半年度报告 公司代码：688130 公司简称：晶华微 杭州晶华微电子股份有限公司 2025 年半年度报告 1 / 191 杭州晶华微电子股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 重大风险提示 公司已在本半年度报告中详细描述可能存在的风险，敬请查阅本报告"第三节 管理层讨论与 分析 四、风险因素"相关内容，请投资者予以关注。 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人吕汉泉、主管会计工作负责人冯勤及会计机构负责人（会计主管人员）周芸芝 声明：保证半年度报告中财务报告的真实、准确、完整。 六、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 七、 是否存在公司治理特殊安排等重要事项 □适用 √不适用 八、 前瞻性陈述的风险声明 √适用 □不适用 本报告所涉及的公司未来计划、发展战略等前瞻性陈述，不构成公司对投资者的实质承诺， 请投资者注意投资风险。 九、 是否存在 ...

Market Overview - The semiconductor sector increased by 1.04% on August 13, with Zhongchuan Special Gas leading the gains [1] - The Shanghai Composite Index closed at 3683.46, up 0.48%, while the Shenzhen Component Index closed at 11551.36, up 1.76% [1] Top Gainers in Semiconductor Sector - Zhongchuan Special Gas (688146) closed at 44.86, up 20.01% with a trading volume of 310,400 shares and a transaction value of 1.376 billion [1] - Sawing Wall Technology (688270) closed at 68.51, up 15.63% with a trading volume of 262,800 shares [1] - Shanghai HePin (688584) closed at 26.18, up 14.52% with a trading volume of 431,000 shares [1] - Liyang Chip (688135) closed at 24.40, up 14.23% with a trading volume of 183,600 shares [1] Decliners in Semiconductor Sector - Juguang Technology (688167) closed at 100.20, down 3.65% with a trading volume of 62,400 shares [2] - Xindao Technology (688230) closed at 72.71, down 2.56% with a trading volume of 32,900 shares [2] - Jinghua Micro (688130) closed at 25.52, down 2.48% with a trading volume of 52,800 shares [2] Capital Flow Analysis - The semiconductor sector experienced a net outflow of 2.551 billion from institutional investors, while retail investors saw a net inflow of 2.53 billion [2] - The net inflow from speculative funds was 20.592 million [2] Individual Stock Capital Flow - Haowei Group (603501) had a net inflow of 476 million from institutional investors, while it faced a net outflow of 240 million from speculative funds [3] - Ziguang Guowei (002049) saw a net inflow of 199 million from institutional investors, with a net outflow of 85.01 million from speculative funds [3] - Long Electric Technology (600584) had a net inflow of 169 million from institutional investors, with a net outflow of 39.93 million from speculative funds [3]

Core Insights - The total margin financing balance on the STAR Market increased by 826 million yuan, while the margin short selling balance rose by 23.92 million yuan, indicating a positive trend in investor sentiment [1][2] Financing Balance Summary - As of August 11, the total margin financing balance reached 181.72 billion yuan, marking a continuous increase for 21 trading days [1] - The highest margin financing balance was held by SMIC at 7.57 billion yuan, followed by Cambrian and Haiguang Information with 4.91 billion yuan and 4.50 billion yuan respectively [1] - A total of 301 stocks saw an increase in margin financing balance, while 283 stocks experienced a decrease [1] - Notable increases in margin financing balance were observed in Kewell, Jinghua Micro, and Songji shares, with increases of 43.46%, 26.35%, and 26.04% respectively [1] Short Selling Balance Summary - The highest margin short selling balance was also held by SMIC at 24 million yuan, followed by Cambrian and Haiguang Information with 21 million yuan and 17 million yuan respectively [2] - A total of 193 stocks experienced an increase in margin short selling balance, while 84 stocks saw a decrease [2] - Significant increases in margin short selling balance were noted for Diao Weiwei, Shengmei Shanghai, and Maixin Lin, with increases of 195.24%, 162.26%, and 152.43% respectively [2]

Core Points - The stock price of Jinghua Micro (688130) closed at 25.22 yuan on August 11, 2025, with a slight increase of 0.32% and a turnover rate of 7.76% [1] - The company experienced a net outflow of main funds amounting to 12.63 million yuan, accounting for 10.72% of the total transaction amount [1] - Jinghua Micro reported total operating revenue of 37.04 million yuan for Q1 2025, representing a year-on-year growth of 38.70%, while net profit attributable to shareholders decreased by 787.12% to 10.14 million yuan [1] Financial Performance - The company's operating revenue for Q1 2025 was 37.04 million yuan, with a year-on-year increase of 38.70% [1] - Net profit attributable to shareholders was 10.14 million yuan, showing a significant decrease of 787.12% compared to the previous year [1] - The company's non-recurring net profit was 12.88 million yuan, down 190.70% year-on-year [1] - Key financial ratios include a current ratio of 10.647, a quick ratio of 10.083, and a debt-to-asset ratio of 8.73% [1] Company Overview - Jinghua Micro Electronics Co., Ltd. was established in 2005 and is located in Hangzhou, primarily engaged in software and information technology services [2] - The company has a registered capital of 929.74 million yuan and has made investments in 2 external enterprises [2] - The company holds 24 trademark registrations and 69 patents, along with 1 administrative license [2]

Group 1 - The A-share market showed mixed performance on August 7, with the semiconductor sector standing out as a strong performer, with stocks like Dongxin Co., Fuman Microelectronics, and Ashi Chuang hitting a 20% limit up [1] - Notable gains were also seen in stocks such as Jinghua Microelectronics and Xinhenghui, which rose by 14.41% and 11.28% respectively, while several other stocks in the sector saw increases exceeding 5% [1] - Guosen Securities expressed optimism about the semiconductor industry's sustained high prosperity, particularly highlighting opportunities in analog and memory sectors [1] Group 2 - TSMC has raised its annual revenue growth forecast from approximately 25% to 30%, driven by strong AI demand and a moderate recovery in non-AI demand, indicating continued high prosperity in the industry [1] - The semiconductor sector is expected to experience a series of catalysts, including NVIDIA's CEO Jensen Huang's visit to China, upcoming earnings reports from SMIC and Hua Hong Semiconductor, and the initiation of new product preparations by Apple [1]

Core Viewpoint - The semiconductor sector is experiencing a significant rally, driven by a combination of policy changes, market sentiment, and strong performance from key companies in the industry [2][3]. Group 1: Market Performance - The semiconductor index rose by 2%, leading the A-share market, with a net inflow of 3.485 billion yuan in main funds, significantly outperforming other sectors [2]. - The semiconductor index has recorded four consecutive days of gains this week, with a cumulative increase of 5.24% [2]. - Key stocks such as 富满微 (Fuman Micro), 东芯股份 (Dongxin), 阿石创 (Ashichuang), and 晶华微 (Jinghua Micro) hit the 20%涨停 (limit up) mark, indicating strong investor interest [3][5]. Group 2: Policy Impact - Trump's announcement of a 100% tariff on semiconductor imports, while offering exemptions for companies that commit to building factories in the U.S., has heightened the urgency for domestic semiconductor self-sufficiency [3][6]. - The market interpreted this policy as a catalyst for accelerating the domestic semiconductor supply chain adjustments, leading to increased investments in local equipment, materials, and manufacturing companies [3][6]. Group 3: Company Insights - 富满微 (Fuman Micro) is a leader in power management chips, benefiting from the urgency for domestic alternatives due to tariff policies and increasing orders for AI server power chips [8]. - 东芯股份 (Dongxin) specializes in small-capacity storage chips and is expected to benefit from the domestic storage chip localization process and a recovering niche storage price trend [8]. - 阿石创 (Ashichuang) is one of the few companies with a complete sputtering target supply chain, focusing on semiconductor materials, which are critical for chip manufacturing [8]. Group 4: Financial Performance and Expectations - 华虹半导体 (Huahong Semiconductor) reported a Q2 2025 revenue of 566 million USD, a year-on-year increase of 18.3%, with a strong Q3 guidance of 620 to 640 million USD [9][11]. - The semiconductor industry is entering a recovery phase, with global silicon wafer shipments reaching 3.327 billion square inches in Q2 2025, marking a year-on-year increase of 9.6% [14]. - The demand for AI chips is surging, with companies like TSMC raising their revenue growth forecasts, reflecting strong market sentiment [14][18]. Group 5: Future Outlook - The combination of external pressures and internal policy support is expected to sustain interest in the semiconductor sector, with a focus on domestic alternatives [13][19]. - The upcoming peak season for Apple’s product inventory in August and September is likely to boost related semiconductor companies' performance [11].

杭州晶华微电子股份有限公司 关于完成工商变更登记并换发营业执照的公告 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、准确性和完整性承担法律责任。 杭州晶华微电子股份有限公司（以下简称"公司"）分别于 2025 年 7 月 10 日和 2025 年 7 月 29 日召开了第二届董事会第十七次会议和 2025 年第一次临时 股东大会，审议通过了《关于变更注册资本、调整利润分配政策、取消监事会并 修 订< 公 司章 程> 的 议案 》，具 体内 容详 见 公司 在上 海 证券 交易 所 网站 （www.sse.com.cn）上披露的《关于变更注册资本、调整利润分配政策、取消监 事会并修订<公司章程>及修订、制定部分治理制度的公告》（公告编号：2025-033） 和《2025 年第一次临时股东大会决议公告》（公告编号：2025-036）。 证券代码：688130 证券简称：晶华微 公告编号：2025-040 名称：杭州晶华微电子股份有限公司 成立日期：2005 年 2 月 24 日 住所：浙江省杭州市滨江区长河街道长河路 351 号 4 号楼 5 层 A 座 5 ...

截至8月7日收盘，血氧仪概念上涨1.62%，位居概念板块涨幅第5，板块内，15股上涨，晶华微、爱朋 医疗、宝莱特等涨幅居前，分别上涨14.41%、8.45%、3.51%。跌幅居前的有华盛昌、长虹美菱、红日 药业等，分别下跌2.11%、0.82%、0.72%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 稀土永磁 | 3.24 | 减肥药 | -1.70 | | 脑机接口 | 2.69 | CRO概念 | -1.66 | | 高压氧舱 | 2.56 | 创新药 | -1.41 | | 太赫兹 | 1.65 | 仿制药一致性评价 | -1.34 | | 血氧仪 | 1.62 | 重组蛋白 | -1.29 | | 存储芯片 | 1.40 | 中船系 | -1.28 | | MCU芯片 | 1.18 | 阿尔茨海默概念 | -1.18 | | 无线耳机 | 1.08 | 特钢概念 | -1.02 | | 汽车芯片 | 1.02 | 细胞免疫治疗 | -1.02 | | DRG/DIP | 1.00 | PET铜箔 ...