| 代码 | 名称 | 9 | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688702 | 部科通信-し | | 15.95 | 385亿 | 11.90 | | 688110 | 东芯般份 | 重 | 13.67 | 469亿 | 325.70 | | 688368 | 晶丰明源 | 1 | 8.55 | 87.16亿 | 11.75 | | 688141 | 杰华特 | 1 | 6.73 | 141亿 | 3.17 | | 688035 | 德邦科技 | | 5.74 | 68.62亿 | 32.15 | | 300706 | 阿石创 | 策 | 5.31 | 74.13亿 | 101.16 | | 688711 | 宏微科技 | | 5.11 | 60.88.09 | 65.34 | | 002049 | 紫光国微 | 1 | 4.99 | 656亿 | 20.39 | | 688484 | 南芯科技 | | 4.70 | 199亿 | 30.52 | | 688582 | 芯动联科 | | 4.56 | 282亿 | ...

Core Viewpoint - The 2025 TrendBank Green Hydrogen Industry Conference will focus on high-reliability and high-efficiency hydrogen production products to address challenges in green hydrogen development [7][10]. Conference Details - The conference will take place on August 27-28, 2025, at the New Lake Pullman Hotel in Wuxi, Jiangsu Province [3][7]. - The event is expected to host over 300 participants [5]. - The main organizer is TrendBank, with Wuxi Tianrong New Energy Technology Co., Ltd. as the title sponsor [8]. Agenda Highlights - The conference will feature 25 significant speeches from industry experts and companies [3]. - Key sessions include: - Opening ceremony and keynote speeches from academicians and experts [9]. - A half-year research summary on the H1 green hydrogen market by TrendBank [11]. - Various specialized sessions on hydrogen production systems, storage, and transportation [9][12][13]. Registration and Participation - Registration requires the use of a personal mobile number for attendance verification and access to conference materials [4][16]. - The registration fee is RMB 2200 per person, with additional costs for late payments [14]. - Accommodation is available at a negotiated rate of RMB 420 per night at the conference hotel [14].

Core Insights - The company has launched several automotive application high and low side driver chips and LED driver chips, which have entered the customer design phase [2] - The new generation automotive-grade DrMOS has achieved mass production, and multiple USB car chargers and protocol chips have started to receive orders, gaining customer recognition [2] - The company has completed the layout of automotive LDOs, providing a complete LDO product portfolio [2] Financial Performance - In Q1 2025, the company achieved revenue of 528 million yuan, with a year-on-year growth of 60.42% [2] - The net loss attributable to the parent company was 113 million yuan, showing a reduction in losses compared to the previous year [2] Industry Positioning - The company is a key partner of Geely Auto and showcased its automotive-grade products at the "2025 Geely Automotive Research Institute Domestic Chip Technology Exchange Exhibition" [2] - The company demonstrated high cost-performance solutions, highlighting its product strength and technological accumulation in the automotive-grade chip sector [2] Product Development - The company continues to advance its DrMOS and multi-phase business, with 30A to 90A DrMOS and 6-phase, 8-phase multi-phase controllers achieving mass production ramp-up [2] - A complete product matrix for DrMOS and multi-phase applications has been established in sectors such as PC, server, AI, and autonomous driving [2]

| 证券代码：688141 证券简称：杰华特 公告编号：2025-043 | | | | | | | --- | --- | --- | --- | --- | --- | | 杰华特微电子股份有限公司 | | | | | | | 本公司董事会及全体董事保证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： | | | | | | | ? 本次会议是否有被否决议案：无 | | | | | | | 一、 会议召开和出席情况 | | | | | | | （一） 股东大会召开的时间：2025 年 08 | 月 11 | 日 | | | | | 99 （二） 股东大会召开的地点：浙江省杭州市西湖区华星路 | | | | 9 号 楼西 | | | （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 | | | | | | | 其持有表决权数量的情况： | | | | | | | 普通股股东人数 | | | 247 | | | | 普通股股东所持有表决权数量 | | | | ...

浙江省杭州市上城区钱江路 1366 号华润大厦 A 座 3001 邮编：310017 电话：(86-571)89926500 传真：(86-571)89926501 北京竞天公诚（杭州）律师事务所 关于杰华特微电子股份有限公司 致：杰华特微电子股份有限公司 北京竞天公诚（杭州）律师事务所（以下简称"本所"）接受杰华特微电子股 份有限公司（以下简称"公司"）委托，指派本所律师对公司 2025 年第三次临时 股东大会（以下简称"本次会议"）的合法性进行见证并出具法律意见书。 本所及本所律师依据《中华人民共和国证券法》（以下简称"证券法"）、《律 师事务所从事证券法律业务管理办法》和《律师事务所证券法律业务执业规则（试 行）》等规定及本法律意见书出具日以前已经发生或者存在的事实，严格履行了 法定职责，遵循了勤勉尽责和诚实信用原则，进行了充分的核查验证，保证本法 律意见书所认定的事实真实、准确、完整，所发表的结论性意见合法、准确，不 存在虚假记载、误导性陈述或重大遗漏，并承担相应法律责任。 （四）公司于 2025 年 7 月 26 日公告的《杰华特微电子股份有限公司关于召 开 2025 年第三次临时股东大会的通知》； ...

证券代码：688141 证券简称：杰华特 公告编号：2025-043 杰华特微电子股份有限公司 2025年第三次临时股东大会决议公告 本公司董事会及全体董事保证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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东大会召开的时间：2025 年 08 月 11 日 （二） 股东大会召开的地点：浙江省杭州市西湖区华星路 99 号 9 楼西 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： 3、公司董事会秘书马问问女士出席了本次会议；财务总监列席了本次会议。 二、 议案审议情况 （一） 非累积投票议案 | 1、出席会议的股东和代理人人数 | 247 | | --- | --- | | 普通股股东人数 | 247 | | 2、出席会议的股东所持有的表决权数量 | 40,875,259 | | 普通股股东所持有表决权数量 | 40,875,259 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 9.1468 | | ...

浙江省杭州市上城区钱江路 1366 号华润大厦 A 座 3001 邮编：310017 电话：(86-571)89926500 传真：(86-571)89926501 北京竞天公诚（杭州）律师事务所 关于杰华特微电子股份有限公司 2025 年第三次临时股东大会的法律意见书 致：杰华特微电子股份有限公司 北京竞天公诚（杭州）律师事务所（以下简称"本所"）接受杰华特微电子股 份有限公司（以下简称"公司"）委托，指派本所律师对公司 2025 年第三次临时 股东大会（以下简称"本次会议"）的合法性进行见证并出具法律意见书。 本所及本所律师依据《中华人民共和国证券法》（以下简称"证券法"）、《律 师事务所从事证券法律业务管理办法》和《律师事务所证券法律业务执业规则（试 行）》等规定及本法律意见书出具日以前已经发生或者存在的事实，严格履行了 法定职责，遵循了勤勉尽责和诚实信用原则，进行了充分的核查验证，保证本法 律意见书所认定的事实真实、准确、完整，所发表的结论性意见合法、准确，不 存在虚假记载、误导性陈述或重大遗漏，并承担相应法律责任。 本法律意见书根据《中华人民共和国公司法》（以下简称"《公司法》"）、 《证券法》、中 ...

智通财经APP获悉，华安证券发布研报称，德州仪器将在8月启动新一波涨价，幅度超过6月，若特定料 号TI涨价幅度较大，且国产模拟芯片厂商愿意维持价格(不跟进TI涨价)或进一步降价，则在一段时间验 证后的新品量产中也可进行国产替代，TI目前涨价将使得公司保障其现有财务表现但牺牲产品份额。该 行认为国产模拟芯片厂商将有更多机会实现在工业和汽车应用领域，以及高端消费领域的国产替代。 模拟芯片领域相关公司包括：思瑞浦(688536.SH)、杰华特(688141.SH)、圣邦股份(300661.SZ)、纳芯微 (688052.SH)、艾为电子(688798.SH)、希荻微(688173.SH)、必易微(688045.SH)、南芯科技(688484.SH) 等。 华安证券主要观点如下： 德州仪器料号涨价，幅度或将超过6月 根据国际电子商情综合报道，TI将在8月启动新一波涨价，幅度超过6月，重点涉及工控类、车载类、以 及算力相关芯片产品，覆盖LDO(低压差线性稳压器)、DC-DC(直流-直流转换器)、数字隔离、隔离驱动 等品类。而且调价范围不仅涉及终端客户，还覆盖了除超级大客户外的几乎所有客户群体，且价格上调 将通过代理商传 ...

Investment Rating - The industry investment rating is "Positive" (maintained) [6] Core Insights - TI is expected to initiate a new round of price increases in August, focusing on industrial control, automotive, and computing-related chip products, which may signal a turning point for the domestic analog sector as demand continues to recover [1][2][4] - The price increase by TI is anticipated to end the price war in the analog industry, allowing domestic analog companies to accelerate their market share growth [2][3] - The price hikes are primarily driven by industrial control and automotive products, with over 40% of industrial control products seeing price increases, benefiting platform-type analog companies [3][4] Summary by Sections - **Price Increase Impact**: TI's price increase is expected to alleviate price pressure in the analog sector, opening up upward potential for domestic companies as demand remains strong [4] - **Key Companies**: Notable companies in the sector include: - Naxin Micro: Leader in automotive-grade analog chips - Sirepu: Leader in industrial control analog chips - Shengbang Co.: Leader in platform-type analog chips - Jiewate: Leader in computing analog chips [5] - **Market Dynamics**: The report indicates that the domestic analog companies have been under pressure due to TI's price competition, but the current price adjustments may lead to improved profitability and market positioning [3][4]

Group 1 - The core viewpoint of the news is that Jiewate Microelectronics Co., Ltd. has shown significant financial growth in its latest quarterly report, with a notable increase in revenue and net profit [1] - As of August 7, 2025, Jiewate's stock price closed at 31.51 yuan, reflecting a 1.29% increase, with a trading volume of 12.81 million hands and a transaction amount of 399 million yuan [1] - The company experienced a net inflow of main funds amounting to 46.24 million yuan, accounting for 11.6% of the total transaction amount, indicating strong investor interest [1] Group 2 - For the first quarter of 2025, Jiewate reported total operating revenue of 528 million yuan, representing a year-on-year growth of 60.42% [1] - The net profit attributable to shareholders reached 113.41 million yuan, with a year-on-year increase of 45.77%, while the non-recurring net profit was 128.22 million yuan, up by 39.84% [1] - The company's liquidity ratios are strong, with a current ratio of 2.819 and a quick ratio of 1.957, alongside a debt-to-asset ratio of 50.29% [1] Group 3 - Jiewate Microelectronics was established in 2013 and is based in Hangzhou, primarily engaged in software and information technology services [2] - The company has made investments in 37 enterprises and participated in 22 bidding projects, showcasing its active role in the industry [2] - Jiewate holds 36 trademark registrations and 1,011 patent filings, indicating a robust intellectual property portfolio [2]