杰华特今年以来股价涨37.21%，近5个交易日跌4.57%，近20日跌20.53%，近60日涨41.94%。 今年以来杰华特已经2次登上龙虎榜，最近一次登上龙虎榜为8月15日，当日龙虎榜净买入1.95亿元；买 入总计2.99亿元 ，占总成交额比23.36%；卖出总计1.04亿元 ，占总成交额比8.14%。 资料显示，杰华特微电子股份有限公司位于浙江省杭州市西湖区华星路创业大厦7楼西,香港铜锣湾希慎 道33号利园1期19楼1919室，成立日期2013年3月18日，上市日期2022年12月23日，公司主营业务涉及模 拟集成电路的研发与销售,为客户提供高效率、高性能、高可靠性的一站式模拟集成电路产品解决方 案。主营业务收入构成为：电源管理芯片93.09%，其中:DC-DC芯片56.79%，其中:AC-DC芯片 20.48%，其中:线性电源芯片14.40%，信号链芯片4.37%，功率产品1.69%，其中:电池管理芯片1.43%， 技术服务收入0.82%，其他(补充)0.02%，其他0.01%。 11月14日，杰华特盘中上涨2.07%，截至14:00，报42.00元/股，成交3.51亿元，换手率3.21%，总市值 18 ...

Core Viewpoint - The domestic analog chip industry is experiencing "collective growth with internal differentiation" driven by technological iteration and market demand in Q3 2025, with financial reports from 10 representative companies revealing both resilience among leading firms and competitive dynamics in a recovering market [1] Revenue Landscape - The total revenue of 10 analog chip manufacturers reached 7.087 billion yuan in Q3 2025, showing an overall growth trend [2] - Leading the high-growth segment, Jiehuate achieved a revenue increase of 71.18% year-on-year, followed by SIRUIPO and NAXINWEI with increases of 70.29% and 62.81% respectively, driven by technological breakthroughs in high-end analog chips and overall industry recovery [2][5] - Nanchip Technology ranked second in growth with a revenue increase of 40.26%, benefiting from its strong presence in consumer electronics and expectations of further growth in the second half of the year [2] Profitability Analysis - The total net profit attributable to shareholders of the 10 manufacturers was 346 million yuan, with a non-recurring net profit of 170 million yuan, indicating significant differentiation in profitability compared to revenue [6] - Shengbang's net profit reached 142 million yuan, up 34.02% year-on-year, while Awei Electronics reported a net profit of 119 million yuan, up 37.93% [6] - Conversely, NAXINWEI and Jiehuate reported net losses of 62 million yuan and 165 million yuan respectively, highlighting the competitive pressures within the industry [7] R&D Investment Trends - The total R&D investment among the 10 manufacturers was 1.184 billion yuan, reflecting varying recognition and strategic focus on technological iteration [8] - Jiehuate led in R&D investment with 258 million yuan, a 52.19% increase year-on-year, representing 34.20% of its revenue [8][11] - Nanchip Technology and Awei Electronics also increased their R&D investments significantly, with growth rates of 51.32% and 21.04% respectively, indicating a heightened focus on innovation [11] Market Dynamics - The competition among leading firms is intensifying as the analog chip sector approaches a critical phase, with companies emphasizing high-quality R&D investments to maintain competitive advantages [11][12] - The differentiation in R&D investment and its effectiveness in translating into competitive strength will be crucial as the industry undergoes potential reshuffling [12]

Core Viewpoint - Jiewate Microelectronics Co., Ltd. has shown significant stock price fluctuations and financial performance, with a notable increase in revenue but a net loss in profit for the year 2025. Group 1: Stock Performance - On November 12, Jiewate's stock rose by 2.01%, reaching 41.10 CNY per share, with a trading volume of 124 million CNY and a turnover rate of 1.15%, resulting in a total market capitalization of 18.508 billion CNY [1] - Year-to-date, Jiewate's stock price has increased by 34.27%, but it has experienced a decline of 9.79% over the last five trading days and 23.63% over the last 20 days, while it has risen by 39.09% over the last 60 days [1] - Jiewate has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on August 15, where it recorded a net purchase of 195 million CNY [1] Group 2: Company Overview - Jiewate Microelectronics, established on March 18, 2013, and listed on December 23, 2022, specializes in the research and sales of analog integrated circuits, providing high-efficiency, high-performance, and high-reliability solutions [2] - The company's revenue composition includes 93.09% from power management chips, with DC-DC chips accounting for 56.79%, AC-DC chips for 20.48%, and linear power chips for 14.40% [2] - As of September 30, 2025, Jiewate reported a revenue of 1.942 billion CNY, reflecting a year-on-year growth of 63.01%, while the net profit attributable to shareholders was -460 million CNY, a year-on-year increase of 9.29% [2] Group 3: Shareholder Structure - As of September 30, 2025, Jiewate had 12,400 shareholders, an increase of 12.90% from the previous period, with an average of 21,255 circulating shares per shareholder, a decrease of 11.43% [2] - Among the top ten circulating shareholders, the largest shareholder is the Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF, holding 6.084 million shares, a decrease of 283,700 shares from the previous period [3] - New entrants among the top ten shareholders include Nu'an Pioneer Mixed A and Huitianfu Technology Innovation Mixed A, while several funds have exited the list [3]

资金流向方面，主力资金净流出3066.24万元，特大单买入1090.60万元，占比5.13%，卖出2162.81万 元，占比10.18%；大单买入2943.82万元，占比13.86%，卖出4937.85万元，占比23.25%。 杰华特今年以来股价涨33.00%，近5个交易日跌13.20%，近20日跌21.56%，近60日涨36.24%。 今年以来杰华特已经2次登上龙虎榜，最近一次登上龙虎榜为8月15日，当日龙虎榜净买入1.95亿元；买 入总计2.99亿元 ，占总成交额比23.36%；卖出总计1.04亿元 ，占总成交额比8.14%。 资料显示，杰华特微电子股份有限公司位于浙江省杭州市西湖区华星路创业大厦7楼西,香港铜锣湾希慎 道33号利园1期19楼1919室，成立日期2013年3月18日，上市日期2022年12月23日，公司主营业务涉及模 拟集成电路的研发与销售,为客户提供高效率、高性能、高可靠性的一站式模拟集成电路产品解决方 案。主营业务收入构成为：电源管理芯片93.09%，其中:DC-DC芯片56.79%，其中:AC-DC芯片 20.48%，其中:线性电源芯片14.40%，信号链芯片4.37%，功率产品1. ...

科创50指数今日下跌0.57%，报收1407.56点，科创板全日成交量43.79亿股，成交额2033.80亿元，加权 平均换手率为2.29%。 证券时报数据宝统计显示，今日可交易科创板股中，332只股收盘上涨，涨幅超过10%的有8只，其中， 芳源股份、金迪克、神工股份等4股涨停，涨幅在5%至10%的有26只，收盘下跌的有252只，跌幅超10% 的有1只。 从杠杆资金动向看，高换手个股中，共48股近期获杠杆资金净买入，统计显示，截至11月7日，近5日融 资余额增加较多的有阿特斯、金盘科技、禾元生物等，分别增加8.75亿元、3.32亿元、1.68亿元；融资 余额减少金额较多的有杰华特、新相微、源杰科技等，分别减少1.57亿元、1.04亿元、9370.67万元。 11月10日科创板换手率居前个股 代码 简称 最新收盘价 日涨跌幅(%) 日换手率(%) 资金净流入(万元) | 688765 | 禾元生物 | 93.50 | -1.54 | 23.03 | -6769.78 | | --- | --- | --- | --- | --- | --- | | 688275 | 万润新能 | 90.77 | -0.81 | ...

证券之星消息，11月10日半导体板块较上一交易日下跌0.12%，杰华特领跌。当日上证指数报收于 4018.6，上涨0.53%。深证成指报收于13427.61，上涨0.18%。半导体板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688233 | 神工股份 | 61.19 | 20.00% | 11.47万 | | 7.00亿 | | 688766 | 普申股份 | 173.15 | 13.47% | 16.33万 | | 26.91亿 | | 688652 | 京仪装备 | 105.80 | 12.37% | 13.24万 | | 13.62亿 | | 300223 | 北京君正 | 95.56 | 10.22% | 64.51万 | | 61.60亿 | | 002213 | 大为股份 | 29.13 | 10.01% | 43.91万 | | 12.56亿 | | 688535 | 花海峡村 | 108.12 | 8.65% | 6.91万 | | 7. ...

Core Insights - Jiewate's stock price has declined by 5.04% to 41.79 CNY per share, with a trading volume of 427 million CNY and a turnover rate of 3.75%, resulting in a total market capitalization of 18.819 billion CNY [1] - The company has experienced a continuous decline in stock price for 10 consecutive days, with a cumulative drop of 0% during this period [1] Company Overview - Jiewate Microelectronics Co., Ltd. is located in Hangzhou, Zhejiang Province, and was established on March 18, 2013, with its listing date on December 23, 2022 [1] - The company's main business involves the research and sales of analog integrated circuits, providing high-efficiency, high-performance, and high-reliability one-stop solutions for analog integrated circuit products [1] - The revenue composition of the main business includes: - Power management chips: 93.09% - DC-DC chips: 56.79% - AC-DC chips: 20.48% - Linear power chips: 14.40% - Signal chain chips: 4.37% - Power products: 1.69% - Battery management chips: 1.43% - Technical service revenue: 0.82% - Other revenues: 0.02% and 0.01% [1] Shareholder Insights - Jiajia Fund's ETF, which is among Jiewate's top ten circulating shareholders, reduced its holdings by 283,700 shares, now holding 6.084 million shares, representing 2.31% of the circulating shares [2] - The estimated floating loss for the ETF today is approximately 13.5065 million CNY, with no floating loss during the 10-day decline [2] - The ETF was established on September 30, 2022, with a latest scale of 40.404 billion CNY, and has achieved a return of 62.63% this year, ranking 262 out of 4216 in its category [2]

Core Viewpoint - The company will hold a performance briefing on November 17, 2025, to discuss its Q3 2025 results and address investor questions [2][3][4]. Group 1: Meeting Details - The performance briefing is scheduled for November 17, 2025, from 09:00 to 10:00 [2][4]. - The meeting will take place at the Shanghai Stock Exchange Roadshow Center, accessible online [2][4]. - Investors can submit questions from November 10 to November 14, 2025, through the Roadshow Center website or via the company's email [2][4][5]. Group 2: Participants - Key participants include the Chairman Zhou Xun Wei, General Manager Ma Wenwen, CFO Xie Liheng, and Independent Director Shen Shuhao [4]. Group 3: Investor Participation - Investors can join the briefing online on the scheduled date and time [4][5]. - The company will respond to commonly asked questions during the session [3][4].

Core Viewpoint - The company, Joulwatt Microelectronics Co., Ltd., is set to hold a third-quarter performance briefing on November 17, 2025, to discuss its operational results and financial status for the first three quarters of 2025 [2][3]. Group 1: Meeting Details - The performance briefing will take place on November 17, 2025, from 09:00 to 10:00 [5]. - The meeting will be held at the Shanghai Stock Exchange Roadshow Center and will be conducted in an interactive online format [4][5]. - Investors can submit questions for the briefing from November 10 to November 14, 2025, through the Roadshow Center website or via the company's email [6]. Group 2: Participation Information - Participants in the meeting will include the chairman, independent directors, and key executives such as the general manager and financial director [5]. - After the briefing, investors will be able to view the meeting's proceedings and key content on the Shanghai Stock Exchange Roadshow Center [6].

证券代码：688141 证券简称：杰华特 杰华特微电子股份有限公司 2025 年第五次临时股东会会议材料 会议召开时间：2025 年 11 月 19 日 杰华特微电子股份有限公司 2025 年第五次临时股东会会议材料 目 录 | 杰华特微电子股份有限公司 2025 年第五次临时股东会会议须知 3 | | | --- | --- | | 杰华特微电子股份有限公司 2025 年第五次临时股东会会议议程 6 | | | 杰华特微电子股份有限公司 2025 年第五次临时股东会会议议案 8 | | | 议案一：关于变更公司注册资本并修订《公司章程》的议案 8 | | | 议案二：关于为控股子公司申请综合授信额度并提供担保的议案 | 10 | 2 杰华特微电子股份有限公司 2025 年第五次临时股东会会议材料 杰华特微电子股份有限公司 2025 年第五次临时股东会会议须知 为维护广大投资者的合法权益，保障股东在本次股东会期间依法行使权利，根据《中 华人民共和国公司法》（以下简称"《公司法》"）《中华人民共和国证券法》（以下 简称"《证券法》"）《上市公司股东会规则》以及《杰华特微电子股份有限公司章程》 （以下简称"《公司 ...