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%。 杰华特所属申万行业为：电子-半导体-模拟芯片设计。所属概念板块包括：储能、新能源车、增持回 购、基金重仓、集成电路等。 责任编辑：小浪快报 截至6月30日，杰华特股东户数1.10万，较上期减少9.16%；人均流通股23997股，较上期增加10.08%。 2025年1月-6月，杰华特实现营业收入11.87亿元，同比增长58.20%；归母净利润-2.95亿元，同比增长 12.44%。 10月22日，杰华特盘中下跌2.06%，截至09 ...

10月21日，杰华特盘中上涨2.01%，截至10:46，报54.88元/股，成交1.49亿元，换手率1.03%，总市值 247.14亿元。 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%。 杰华特所属申万行业为：电子-半导体-模拟芯片设计。所属概念板块包括：储能、新能源车、增持回 购、比亚迪概念、基金重仓等。 截至6月30日，杰华特股东户数1.10万，较上期减少9.16%；人均流通股23997股，较上期增加10.08%。 2025年1月-6月，杰华特实现营业收入11.87亿元， ...

10月20日，杰华特涨5.15%，截至发稿，报55.57元/股，成交1.85亿元，换手率1.27%，总市值250.24亿 元。 截至发稿，孙权累计任职时间3年236天，现任基金资产总规模77.5亿元，任职期间最佳基金回报 90.23%， 任职期间最差基金回报31.18%。 从杰华特十大流通股东角度 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 数据显示，富国基金旗下1只基金位居杰华特十大流通股东。富国新兴产业股票A/B（001048）二季度 增持65.33万股，持有股数472.36万股，占流通股的比例为1.79%。根据测算，今日浮盈赚取约1284.81万 元。 责任编辑：小浪快报 富国新兴产业股票A/B（001048）成立日期2015年3月12日，最新规模31.37亿。今年以来收益53.21%， 同类排名230/4218；近一年收益79.17%，同类排名54/3865；成立以来收益241.5%。 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 ...

Core Viewpoint - The total margin balance of the Sci-Tech Innovation Board decreased to 248.04 billion yuan on October 17, reflecting a reduction of 3.37 billion yuan from the previous trading day [1] Group 1: Margin Balance - The financing balance amounted to 247.19 billion yuan, down by 3.33 billion yuan compared to the previous trading day [1] - The margin trading balance was recorded at 0.85 billion yuan, which is a decrease of 0.046 billion yuan from the previous trading day [1] Group 2: Stock Performance - On October 17, 255 stocks on the Sci-Tech Innovation Board experienced net financing inflows, with 10 stocks having net inflows exceeding 20 million yuan [1] - Tengjing Technology topped the list with a net financing inflow of 127 million yuan, followed by stocks such as Jiewate, Daotong Technology, Baijishenzhou, Dekeli, and Aobizhongguang [1]

Core Insights - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index has shown a slight increase of 0.21%, with notable gains from companies such as Sangfor Technologies and Dige Medical [3] - The ETF tracking the Sci-Tech 100 Index has also risen by 0.22%, with a cumulative increase of 1.81% for the month as of October 15, 2025 [3] - The liquidity of the Sci-Tech 100 Index ETF is strong, with a turnover rate of 1.93% and a transaction volume of 1.26 billion yuan [3] - Recent partnerships in the AI sector, such as the collaboration between Yuke and Haiguang Information, highlight the growing demand for AI computing power [4] - OpenAI's significant cloud computing contract with Oracle, valued at 300 billion USD, indicates a surge in global AI computing needs [4] Market Performance - The Sci-Tech 100 Index ETF has experienced a scale increase of 4.64 million yuan over the past month, ranking second among comparable funds [4] - The ETF's share count has grown by 2.76 million shares in the same period, also placing it second among comparable funds [4] - Despite recent net outflows of 1.56 million yuan, the ETF has attracted a total of 4.61 billion yuan over the last 16 trading days [4] Index Composition - The Sci-Tech 100 Index is composed of 100 medium-sized, liquid stocks selected from the Sci-Tech Innovation Board, reflecting the overall performance of different market capitalizations [5] - As of September 30, 2025, the top ten weighted stocks in the index account for 24.32% of the total index, including companies like Hua Hong Semiconductor and BeiGene [5]

证券代码：688141 证券简称：杰华特 公告编号：2025-063 杰华特微电子股份有限公司 关于 2024 年限制性股票激励计划首次授予部分 一、本激励计划已履行的决策程序和信息披露情况 （一）2024 年 8 月 29 日，公司召开第二届董事会第二次会议，会议审议通过 了《关于<公司 2024 年限制性股票激励计划（草案）>及其摘要的议案》《关于< 公司 2024 年限制性股票激励计划实施考核管理办法>的议案》以及《关于提请股 东大会授权董事会办理公司 2024 年限制性股票激励计划相关事项的议案》等议案。 第一个归属期归属结果暨股份上市的公告 本次股票上市流通总数为3,441,609股。 本次股票上市流通日期为2025 年 10 月 15 日。 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责 任公司上海分公司相关业务规定，杰华特微电子股份有限公司（以下简称"公司"） 于近日收到中国证券登记结算有限责任公司上海分公司出具的《证券变更登记证 明》，公司完成了 2024 年限制性股票激励计划（以下简称"本激励计划"）首次 授予部分第一个归属期的股份登记工作。现将有关情况公告如下： 同日， ...

Group 1 - The company plans to provide operational guarantees for its subsidiaries Tianyi Hexin and Lingxin Micro to meet their operational needs and improve capital turnover efficiency [2][7] - The total guarantee amount will not exceed RMB 200 million, covering existing and future debts related to raw material procurement [6][8] - The guarantee period is set for one year from the date of the board's approval [6][8] Group 2 - The board of directors approved the guarantee proposal during the 18th meeting of the second board on October 9, 2025, and the decision does not require shareholder approval [4][8] - The subsidiaries Tianyi Hexin and Lingxin Micro are included in the company's consolidated financial statements, allowing the company to effectively manage and control risks associated with the guarantees [3][7] - As of the announcement date, the company and its subsidiaries have no overdue guarantees or litigation-related guarantees [8]

（文章来源：证券日报） 证券日报网讯 10月9日晚间，杰华特发布公告称，公司及控股子公司无逾期担保或涉及诉讼担保的情 况。 ...

Group 1 - The core point of the article is that Jiewate (SH 688141) announced that the total external guarantees provided by the company and its subsidiaries amount to RMB 650 million, which represents 31.44% of the company's latest audited net assets and 15.46% of total assets [1] - As of the report date, Jiewate's market capitalization is RMB 26.4 billion [3] Group 2 - For the year 2024, Jiewate's revenue composition is heavily weighted towards the integrated circuit industry, accounting for 99.84% of total revenue, with other businesses making up only 0.16% [2]

Core Viewpoint - The company plans to provide operational guarantees totaling 20 million yuan for its subsidiaries, aimed at supporting business activities such as raw material procurement [1] Summary by Categories Company Actions - The company will provide 11 million yuan and 9 million yuan in operational guarantees to its subsidiaries, Nanjing Tianyi Hexin Electronics Co., Ltd. and Hangzhou Lingxin Microelectronics Co., Ltd., respectively [1] - The total amount of guarantees is 20 million yuan, with a guarantee period of one year from the date of board approval [1] Financial Implications - As of the announcement date, the total external guarantees provided by the company and its subsidiaries amount to 65 million yuan, which represents 31.44% of the company's most recent audited net assets [1] Risk Assessment - The company's board believes that the risks associated with these guarantees are controllable and align with the company's operational development needs [1]