Core Points - Jinghua Micro announced the establishment of a dedicated account for managing raised funds to ensure investor rights protection [2] - The company held its 18th meeting of the second board on July 29, 2025, where the proposal for the dedicated fund account was approved [2] - The dedicated account will be used to store part of the funds for the R&D center construction project [2] - A four-party supervision agreement was signed between the company, Jinghua Zhixin, the sponsoring institution, and the supervising bank for the dedicated fund account [2]

Fundraising Overview - The company, Hangzhou Jinghua Microelectronics Co., Ltd., has successfully completed its initial public offering (IPO) by issuing 16.64 million shares at a price of RMB 62.98 per share, raising a total of RMB 1,047,987,200.00, with a net amount of RMB 920,537,016.65 after deducting issuance costs [1][2] Fund Management and Usage - The raised funds have been deposited into a special account approved by the company's board of directors, and a tripartite supervision agreement has been signed with the sponsor and the supervising bank [2][3] - The company has established a special account for fundraising to ensure proper management and usage of the funds, specifically for the construction of a research and development center [2][3] Four-Party Supervision Agreement - A four-party supervision agreement has been signed among the company, its wholly-owned subsidiary Jinghua Zhixin Microelectronics, the supervising bank, and the sponsor to regulate the management of the raised funds and protect investor interests [3][5] - The agreement stipulates that the funds allocated for the R&D center construction project must not be used for any other purposes [3][5] Compliance and Oversight - The sponsor is responsible for ongoing supervision of the fund management and usage, conducting at least biannual on-site inspections to ensure compliance with the agreement [5][6] - The agreement will remain effective until all funds are fully utilized and the account is legally closed [6]

专户存储四方监管协议的公告 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。 一、募集资金基本情况 证券代码：688130 证券简称：晶华微 公告编号：2025-043 杭州晶华微电子股份有限公司 关于开立募集资金专用账户并签订募集资金 根据中国证券监督管理委员会出具的《关于同意杭州晶华微电子股份有限公 司首次公开发行股票注册的批复》（证监许可〔2022〕1203 号），公司首次向社 会公开发行人民币普通股 1,664 万股，每股发行价格为人民币 62.98 元，募集资 金总额为 1,047,987,200.00 元；减除发行费用 127,450,183.35 元后，募集资金净 额为 920,537,016.65 元。上述募集资金已全部到位，经天健会计师事务所（特殊 普通合伙）审验并于 2022 年 7 月 26 日出具了验资报告（天健验﹝2022﹞385 号）。 为规范公司募集资金管理和使用，上述募集资金到账后，已全部存放于经公 司董事会批准开设的募集资金专项账户内，公司已与保荐机构、募集资金专户监 管银行签署了募集资金三 ...

Company Overview - Jinhua Microelectronics Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on February 24, 2005. The company went public on July 29, 2022. Its main business involves the research and sales of high-performance analog and mixed-signal integrated circuits, with key products including healthcare SoC chips, industrial control and instrumentation chips, and intelligent sensing SoC chips [2]. Business Performance - For the first half of 2025, Jinhua Microelectronics achieved operating revenue of 78.62 million yuan, representing a year-on-year growth of 30.68%. However, the net profit attributable to shareholders was -22.96 million yuan, a decrease of 600.18% compared to the previous year [2]. - The revenue composition of the main business includes: industrial control and instrumentation chips (41.56%), healthcare SoC chips (34.45%), intelligent sensing SoC chips (23.64%), battery management chips (0.28%), and others (0.07%) [2]. Shareholder Information - As of July 18, 2025, the number of shareholders in Jinhua Microelectronics was 7,826, an increase of 0.86% from the previous period. The average circulating shares per person were 4,982, a decrease of 0.86% [2]. - As of June 30, 2025, among the top ten circulating shareholders, Huashang Shanghai Stock Exchange Science and Technology Innovation Board Composite Index Enhanced A (023897) was the tenth largest shareholder with 261,300 shares, marking a new entry. Guotai Junan Jun Dexin 2-Year Holding Mixed A (952009) exited the top ten circulating shareholders [4]. Financing and Trading Activity - On August 29, Jinhua Microelectronics' stock price fell by 3.49%, with a trading volume of 79.81 million yuan. The financing buy-in amount for that day was 5.51 million yuan, while the financing repayment was 6.44 million yuan, resulting in a net financing buy-in of -0.92 million yuan. The total financing and securities lending balance as of August 29 was 50.69 million yuan [1]. - The financing balance of Jinhua Microelectronics accounted for 3.34% of its circulating market value, exceeding the 80th percentile level over the past year, indicating a high level [1].

证券代码：688130 证券简称：晶华微 公告编号：2025-042 杭州晶华微电子股份有限公司 关于参加 2025 年半年度科创板芯片设计行业 集体业绩说明会的公告 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、准确性和完整性承担法律责任。 重要内容提示： 会议召开时间：2025 年 9 月 8 日（星期一）下午 15:00-17:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络文字互动 投资者可于 2025 年 9 月 1 日（星期一）至 9 月 5 日（星期五）16:00 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@SDICMicro.cn 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。 杭州晶华微电子股份有限公司（以下简称"公司"）已于 2025 年 8 月 23 日 发布公司 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 半年度经 ...

Group 1 - The core viewpoint of the news highlights the trading performance and financing activities of Jinghua Microelectronics, indicating a positive market response with a 2.55% increase in stock price and a trading volume of 136 million yuan on August 28 [1] - As of August 28, the financing balance of Jinghua Microelectronics reached 51.62 million yuan, accounting for 3.28% of its market capitalization, which is above the 80th percentile of the past year, indicating a high level of financing activity [1] - The company reported a financing buy-in of 11.23 million yuan and a net financing buy of 136,000 yuan on the same day, reflecting investor interest [1] Group 2 - Jinghua Microelectronics, established on February 24, 2005, specializes in the research and sales of high-performance analog and mixed-signal integrated circuits, with key products including healthcare SoC chips, industrial control chips, and smart sensing SoC chips [2] - The revenue composition of the company shows that industrial control and instrumentation chips account for 41.56%, healthcare SoC chips for 34.45%, and smart sensing SoC chips for 23.64% [2] - For the first half of 2025, Jinghua Microelectronics reported a revenue of 78.62 million yuan, representing a year-on-year growth of 30.68%, while the net profit attributable to shareholders was -22.96 million yuan, a decrease of 600.18% compared to the previous year [2] Group 3 - Since its A-share listing, Jinghua Microelectronics has distributed a total of 9.98 million yuan in dividends [3] Group 4 - As of June 30, 2025, among the top ten circulating shareholders of Jinghua Microelectronics, Huashang Shanghai Stock Exchange Science and Technology Innovation Board Composite Index Enhanced A (023897) is the newest shareholder with 261,300 shares [4] - Guotai Junan Jun Dexin 2-Year Holding Mixed A (952009) has exited the list of top ten circulating shareholders [4]

Core Insights - Jinghua Microelectronics (688130) reported a significant increase in revenue but a substantial loss in net profit for the first half of 2025, indicating a challenging financial environment [1] - The company's total revenue reached 78.62 million yuan, a year-on-year increase of 30.68%, while the net profit attributable to shareholders was -22.96 million yuan, a decline of 600.18% [1] - The financial performance shows a decrease in gross margin and net margin, with gross margin at 50.92%, down 13.2% year-on-year, and net margin at -29.2%, down 435.8% [1] Financial Performance - Total revenue for the second quarter was 41.58 million yuan, up 24.28% year-on-year, but the net profit for the same period was -12.82 million yuan, a decrease of 500.18% [1] - The company's operating costs increased by 55.16%, attributed to the merger with Jinghua Zhixin [12] - Selling expenses rose by 91.68% due to the addition of new business lines and increased personnel costs for market expansion [12] Cash Flow and Assets - Cash and cash equivalents decreased by 60.7% due to increased investments in financial products [3] - The company reported a 54.71% increase in receivables financing, indicating a rise in accounts receivable [3] - The net cash flow from operating activities decreased by 39.54%, primarily due to increased R&D expenses and cash payments to employees [19] Liabilities and Debt - Interest-bearing liabilities surged by 991.37%, reflecting a significant increase in short-term borrowings [1][5] - Contract liabilities increased by 43.97%, indicating a rise in advance payments received [6] - The company’s ability to meet its debt obligations appears strong, with healthy cash assets [22] Investment and R&D - R&D expenses increased by 43.11%, reflecting higher investments in materials and personnel [13] - The company plans to launch several new products in 2025, including specialized chips for various applications, which are currently in testing [24] Overall Assessment - The company has shown a robust revenue growth trajectory but faces challenges with profitability and cash flow management [1][21] - Historical data indicates a fragile business model, with two years of losses since its listing [21]

Group 1 - The company reported a revenue of 78.62 million yuan for the first half of 2025, representing a year-on-year growth of 30.68% [1] - The net profit attributable to shareholders was -22.96 million yuan, indicating a loss [1] - The basic earnings per share were -0.19 yuan [1]

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 ...