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]

企查查APP显示，近日，宜珵欣（厦门）微电子科技有限公司成立，法定代表人为孟庆恒，注册资本为 1500万元，经营范围包含：电力电子元器件制造；半导体分立器件制造；半导体分立器件销售；集成电 路设计；集成电路制造等。企查查股权穿透显示，该公司由杰华特（688141）控股子公司无锡市宜欣科 技有限公司全资持股。 | 序号 股东名称 | 持設比例： | 认缴出资额 : | 认缴出资日期 : 首次持股日期 : 关联产品/机构 | | --- | --- | --- | --- | | - 无相市重放科技有限公司 | 100% | 1500万元 | 2030-07-20 2025-07-23 直欣科技 | | △ · 杰华特假电子服份有限公司 | 52.9412% | 9000万元 | 2024-11-01 | | | 人民营更完 感恩快运输出不得地 直理欣(厦门) 徽电子科技有限公司 企业中心 | 0 商一下 | = 应用 · | | 日 日 | × SVIP 命题服务 | | --- | --- | --- | --- | --- | --- | --- | | 基本信息 39 | 法律诉讼 经营风险 | 经营信息 ...

近日，由吉利汽车中央研究院工程开发中心主办、集团技术管理中心协办的"2025吉利汽车研究院国产 芯片技术交流展"圆满落幕，杰华特作为吉利汽车重要合作伙伴受邀参加本次技术交流展。 本次活动现场上杰华特展示的车规级产品包括JWQ3808蓝牙6.0数字钥匙控制器芯片、JWQ40261车规级 多通道电源管理芯片、JWQ11724车规级24通道线性LED驱动芯片、JWQ71845车规级四通道智能高边 开关芯片、JWQ7216车规级智能配电预驱控制器芯片、JWQA7611/A7622加解串器芯片、JWQ79818车 规级EPB专用双H桥预驱动芯片等7款产品。 一直以来，杰华特深耕汽车芯片领域，致力于积极推动国产芯片的技术突破与产业升级，研发出了诸如 高集成度大电流系列、高压高精度高可靠性功率管理系列等多类具有首创性的芯片产品。除此外，杰华 特还拥有丰富的产品组合，目前，其产品涵盖了DC/DC、AC/DC、线性电源、电池管理、信号链等产 品线，应用范围涉及包括汽车电子、计算与通讯、工业应用、新能源、消费电子等众多领域。 针对本次活动主题，杰华特携多款车规级产品重磅亮相，展示了高性价比解决方案，集中展现在车规级 芯片领域的产 ...

Core Viewpoint - The Chinese government is signaling strong support for mergers and acquisitions (M&A) and restructuring in the market, emphasizing the need for listed companies to enhance investment value and implement management measures for significant asset restructuring [1] Group 1: Accelerated Professional Integration - A-share listed companies are actively engaging in M&A and restructuring focused on their core businesses, reflecting an accelerated trend of professional integration [1] - China Shenhua has initiated a large-scale asset restructuring, planning to integrate 13 core coal and related industry entities, which will fundamentally improve the overlap issues with its controlling shareholder, the State Energy Group [1] Group 2: Traditional and Emerging Industries - M&A activities are occurring across both traditional and emerging industries, with significant interest in sectors like semiconductors and high-end manufacturing [2] - Notable transactions include Chipone Technology's acquisition of a 72.33% stake in Chipone Yuzhou and Northern Huachuang's acquisition of Chip Source Micro, aimed at enhancing their semiconductor equipment industry chain [2] - High-tech companies, often in early loss stages but with substantial growth potential, are being targeted by mature firms for M&A to facilitate technology upgrades and industry transformation [2] Group 3: Diverse M&A Forms - The implementation of the "Six Guidelines for M&A" has led to a more diversified approach in M&A forms, including absorption mergers, private placements, and asset swaps [3] - Absorption mergers are particularly encouraged, with new regulations establishing simplified review processes for such transactions, thereby unlocking potential in this area [3] Group 4: Institutional Participation - The recent amendments to the Major Asset Restructuring Management Measures are expected to increase private equity fund participation in M&A activities, enhancing institutional capabilities in post-investment empowerment and resource integration [4]

杰华特于2022年12月23日在上交所科创板上市，公开发行人民币普通股(A股)5,808.00万股，发行价格为 38.26元/股，保荐机构(主承销商)为中信证券股份有限公司，保荐代表人为金田、杨波。 杰华特首次公开发行股票募集资金总额222,214.08万元，募集资金净额为205,468.49万元。该公司实际募 资净额比原拟募资多48,373.76万元。据杰华特于2022年12月20日披露的招股说明书，该公司原拟募集资 金157,094.73万元，用于高性能电源管理芯片研发及产业化项目、模拟芯片研发及产业化项目、汽车电 子芯片研发及产业化项目、先进半导体工艺平台开发项目、补充流动资金。 杰华特首次公开发行股票的发行费用总额为16,745.59万元，其中，保荐及承销费用13,332.84万元。 杰华特的实际控制人为ZHOU XUN WEI及黄必亮。ZHOU XUN WEI，美国国籍；黄必亮，中国澳门居 民。 中国经济网北京8月4日讯 杰华特(688141.SH)今日股价下跌，截至收盘报30.18元，跌幅2.83%。该股目 前处于破发状态。 ...

人民财讯8月4日电，企查查APP显示，近日，杰华特微电子科技(北京)有限公司成立，注册资本1000万 元，经营范围包含：集成电路设计；集成电路芯片及产品销售；集成电路芯片及产品制造等。企查查股 权穿透显示，该公司由杰华特全资持股。 ...

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 年第三次临时股东大会会议材料 会议召开时间：2025 年 8 月 11 日 杰华特微电子股份有限公司 2025 年第三次临时股东大会会议材料 目 录 | 杰华特微电子股份有限公司 | 2025 年第三次临时股东大会会议须知 3 | | --- | --- | | 杰华特微电子股份有限公司 | 2025 年第三次临时股东大会会议议程 6 | | 杰华特微电子股份有限公司 | 2025 年第三次临时股东大会会议议案 8 | | 议案：关于增加公司 | 2025 年度日常关联交易预计的议案 8 | 2 杰华特微电子股份有限公司 2025 年第三次临时股东大会会议材料 杰华特微电子股份有限公司 2025 年第三次临时股东大会会议须知 为维护广大投资者的合法权益，保障股东在本次股东大会期间依法行使权 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"《公司章程》"）《杰华特微电 子股份有限公司股东大会议事规则》等 ...

天眼查商业履历信息显示，杰华特微电子股份有限公司，成立于2013年，位于杭州市，是一家以从事软 件和信息技术服务业为主的企业。企业注册资本44688万人民币，实缴资本44688万人民币。公司法定代 表人为马问问。 通过天眼查大数据分析，杰华特微电子股份有限公司共对外投资了36家企业，参与招投标项目22次，知 识产权方面有商标信息36条，专利信息1010条，此外企业还拥有行政许可7个。 来源：金融界 资金流向方面，今日主力资金净流出1950.94万元，占比成交额9.27%。其中，超大单净流出3702.26万 元、占成交额17.6%，大单净流入1751.32万元、占成交额8.32%，中单净流出流入1573.46万元、占成交 额7.48%，小单净流入377.48万元、占成交额1.79%。 杰华特最新一期业绩显示，截至2025一季报，公司营业总收入5.28亿元、同比增长60.42%，归属净利润 11340.76万元，同比增长45.77%，扣非净利润12821.75万元，同比增长39.84%，流动比率2.819、速动比 率1.957、资产负债率50.29%。 金融界消息 截至2025年7月30日收盘，杰华特（68814 ...