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杰华特:中信证券股份有限公司关于杰华特微电子股份有限公司部分募投项目延期的核查意见
2023-10-27 12:42
根据中国证券监督管理委员会出具的《关于同意杰华特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〕2377 号),公司获准向社会 公开发行人民币普通股 58,080,000 股,每股面值为人民币 1 元,发行价格为每股 人民币 38.26 元,募集资金总额为人民币 2,222,140,800.00 元,扣除发行费用(不 含增值税进项税)人民币 167,455,870.32 元后,募集资金净额为人民币 2,054,684,929.68 元。上述募集资金实际到位时间为 2022 年 12 月 20 日,已经天 健会计师事务所(特殊普通合伙)审验并出具了天健验[2022]719 号《杰华特微 电子股份有限公司验资报告》。 中信证券股份有限公司 关于杰华特微电子股份有限公司 部分募投项目延期的核查意见 中信证券股份有限公司(以下简称"中信证券"或"保荐机构")作为杰华 特微电子股份有限公司(以下简称"公司"、"杰华特"或"发行人")首次公 开发行股票并在科创板上市的保荐机构。根据《中华人民共和国公司法》《中华 人民共和国证券法》《证券发行上市保荐业务管理办法》《上海证券交易所科创 板股票上市规则》 ...
杰华特:关于召开2023年第三季度业绩说明会的公告
2023-10-27 12:42
证券代码:688141 证券简称:杰华特 公告编号:2023-045 杰华特微电子股份有限公司 关于召开2023年第三季度业绩说明会的公告 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、准确性和完整性依法承担法律责任。 重要内容提示: 投资者可于 2023 年 11 月 07 日(星期二)至 11 月 13 日(星期一)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@joulwatt.com 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。 杰华特微电子股份有限公司(以下简称"公司")已于 2023 年 10 月 28 日发 布公司 2023 年第三季度报告,为便于广大投资者更全面深入地了解公司 2023 年 第三季度经营成果、财务状况,公司计划于 2023 年 11 月 14 日下午 13:00-14:00 举行公司 2023 年第三季度业绩说明会,就投资者关心的问题进行交流。 一、说明会类型 三、参加人员 董事长:ZHOU XUN WEI 总经理、董事会秘书:马问问 财务总监:谢立恒 本次投资者说明会以网 ...
杰华特:关于部分募投项目延期的公告
2023-10-27 12:42
关于部分募投项目延期的公告 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。 杰华特微电子股份有限公司(以下简称"公司")于 2023 年 10 月 27 日分 别召开了第一届董事会第二十六次会议和第一届监事会第十五次会议,审议通过 了《关于部分募投项目延期的议案》,同意将募集资金投资项目(以下简称"募 投项目")"高性能电源管理芯片研发及产业化项目"达到预定可使用状态时间 延期至 2024 年 12 月 31 日。该事项在董事会审批权限范围内,无需提交公司股 东大会审议。现将具体情况公告如下: 一、募集资金的基本情况 根据中国证券监督管理委员会出具的《关于同意杰华特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〕2377 号),公司获准向社会 公开发行人民币普通股 58,080,000 股,每股面值为人民币 1 元,发行价格为每股 人民币 38.26 元,募集资金总额为人民币 2,222,140,800.00 元,扣除发行费用(不 含增值税进项税)人民币 167,455,870.32 元后,募集资金净 ...
杰华特:第一届监事会第十五次会议决议公告
2023-10-27 12:42
证券代码:688141 证券简称:杰华特 公告编号:2023-044 杰华特微电子股份有限公司 第一届监事会第十五次会议决议公告 本公司监事会及全体监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、监事会会议召开情况 本议案无需提交公司股东大会审议。 具体内容详见公司同日于上海证券交易所网站(www.sse.com.cn)上披露的 《杰华特微电子股份有限公司2023年第三季度报告》。 (二)审议通过了《关于部分募投项目延期的议案》 监事会认为:本次募投项目延期是公司根据项目的实际情况而作出的谨慎 决定,不会对公司生产经营产生不利影响。公司本次募投项目延期不存在实质性 1 变更或变相改变募集资金投向和损害股东利益的情形,不存在违反中国证监会、 上海证券交易所关于上市公司募集资金使用有关规定的情形。因此,监事会一致 同意公司本次募投项目延期事项。 杰华特微电子股份有限公司(以下简称"公司")于2023年10月27日以现 场结合通讯方式召开第一届监事会第十五次会议(以下简称"本次会议")。 根据《杰华特微电子股份有限公司章程》的规定,本次会议由 ...
杰华特(688141) - 2023 Q2 - 季度财报
2023-08-30 16:00
Financial Assets and Liabilities - The company's financial assets and liabilities are classified and measured based on actual interest rates and amortized cost[29] - The company's expected credit loss is calculated as the weighted average of credit losses of financial instruments, weighted by the risk of default[31] - The company's financial assets and liabilities are presented separately in the balance sheet and are not offset against each other unless specific conditions are met[32] - Financial assets are classified into three categories at initial recognition: amortized cost, fair value through other comprehensive income, and fair value through profit or loss[63] - Financial liabilities are classified into four categories at initial recognition: fair value through profit or loss, financial liabilities from asset transfers, financial guarantee contracts, and amortized cost[63] Financial Performance - The company's total assets at the end of the period amounted to RMB 2,961,169,097.58, with a net asset value of RMB 2,959,618,626.58[16] - Operating cash flow for the first half of 2023 was -112.08 million yuan, compared to -570.39 million yuan in the same period last year, mainly due to the recovery of capacity deposits and no payment of capacity deposits this year[38] - The company's total owner's equity at the beginning of the period was 937.08 million yuan, with a net profit attributable to the parent company of 93.93 million yuan, resulting in a total owner's equity of 1.01 billion yuan at the end of the period[49] - The company's capital reserve increased by 7.22 million yuan during the period, primarily due to equity incentives[49] - The company's comprehensive income for the period amounted to 159,010,750.65[54] - Total owner contributions and capital reductions were 6,586,524.00[54] - The ending balance for the current period was 3,344,383,079.05[53] - The ending balance for the previous period was 1,216,847,313.03[54] - Total assets decreased from 4,510,943,500.81 yuan to 4,309,569,763.38 yuan, a decrease of 4.47%[64] - Long-term equity investments increased significantly from 365,687,077.95 yuan to 659,589,212.56 yuan, an increase of 80.37%[64] - Other equity instrument investments surged from 16,674,000.00 yuan to 91,681,546.01 yuan, a substantial increase of 449.86%[64] - Fixed assets increased slightly from 75,298,916.13 yuan to 77,813,564.96 yuan, an increase of 3.34%[64] - Intangible assets grew from 7,868,499.69 yuan to 11,317,910.91 yuan, an increase of 43.84%[64] - Total comprehensive income for the period was -194,065,795.33 yuan, compared to 93,855,624.68 yuan in the same period last year, a significant decline[67] - Basic earnings per share (EPS) were -0.43 yuan per share, compared to 0.24 yuan per share in the same period last year[67] - Revenue decreased from 696,657,176.40 yuan to 634,454,603.23 yuan, a decrease of 8.93%[68] - R&D expenses increased from 104,536,556.06 yuan to 156,438,705.17 yuan, an increase of 49.65%[68] - Interest expenses rose from 8,332,386.18 yuan to 10,354,780.09 yuan, an increase of 24.27%[68] - Basic earnings per share decreased by 279.17% year-on-year to -0.43 yuan per share[106] - Diluted earnings per share decreased by 279.17% year-on-year to -0.43 yuan per share[106] - Basic earnings per share after deducting non-recurring gains and losses decreased by 355.56% year-on-year to -0.46 yuan per share[106] - Weighted average return on equity decreased by 15.76 percentage points year-on-year to -6.25%[106] - Weighted average return on equity after deducting non-recurring gains and losses decreased by 13.74 percentage points year-on-year to -6.75%[106] - R&D investment as a percentage of operating income increased by 17.11 percentage points year-on-year to 37.57%[106] - Revenue decreased by 7.47% to 649,250,900.33 RMB compared to the previous period[166] - R&D expenses increased by 69.88% to 243,924,222.81 RMB, reflecting significant investment in innovation[166] - Sales expenses rose by 50.07% to 46,930,980.52 RMB due to increased sales personnel and related salary costs[166] - Management expenses surged by 70.76% to 59,728,838.03 RMB, driven by higher management salaries and one-time equity incentive costs[166] - Net cash flow from operating activities improved significantly, from -570,387,650.55 RMB to -112,078,483.82 RMB[166] - Other receivables decreased by 69.78% due to the payment of IPO issuance fees[193] - Investment activities saw a substantial increase, with investment amounts rising by 1000.73% to 88,058,497.47 RMB[194] - Monetary funds decreased by 31.54%, while trading financial assets increased due to the purchase of structured deposits[169] - Other non-current assets decreased by 37.24% as capacity deposits were converted to other current assets[170] Business Operations and Products - The company's main business activities include the research, development, design, and sales of power management chips and signal chain chips[27] - The company has developed a comprehensive product portfolio including AC-DC chips, DC-DC chips, linear power supply chips, battery management chips, and signal chain products, covering various application scenarios[86][94] - The company has established a stable supply chain system and customer base, collaborating with domestic mainstream wafer fabs for BCD manufacturing process development and serving leading enterprises in new energy, automotive electronics, communication electronics, and other industries[87] - The company adopts a virtual IDM model, developing advanced proprietary BCD process platforms with major wafer fab partners, which serves as a core competitive advantage[90] - In the notebook sector, the company provides complete PC power solutions and has become a qualified supplier for several global leading notebook OEMs, with multiple DC-DC product series entering the supply chain of well-known end customers[100] - The company's products are mainly divided into two categories: power management chips and signal chain chips[123] - The company has launched a 100V high-current step-down controller chip and a smart power stage (DrMOS) chip that supports over 60A output current[127] - The company's synchronous rectification series products are technologically advanced and it was one of the first manufacturers to launch integrated FET synchronous rectifiers[130] - The company's DC-DC product portfolio covers a voltage range from 5V to 700V, with cost advantages due to smaller die area compared to competitors[131] - The company's battery management chips are widely used in TWS earphones, Bluetooth speakers, digital cameras, and other consumer electronics[140] - The company's signal chain detection products are used in low-speed electric vehicles, energy storage systems, and smart home applications[150] - The company's AC-DC product line includes PFC, AHB, ACF, ZVS, QR, PSR controllers, and GaN co-packaged chips[154] - The company's high-frequency GaN control and driver products are used in industrial and consumer electronics applications[151] R&D and Innovation - The company's R&D expenses reached 243.92 million yuan, a year-on-year increase of 69.88%, accounting for 37.57% of the company's revenue[156] - The number of R&D technical personnel increased to 461, a year-on-year growth of 35.19%, representing 61.30% of the total employees[156] - The company granted 11.708408 million restricted shares to 409 employees, accounting for 54.39% of the total workforce[157] - The company has a complete core technology architecture including chip and system design technology and wafer manufacturing process[119] Shareholders and Subsidiaries - The company's shareholders include notable entities such as BYD, Shenzhen Hubble, and Yibin Chendao[34] - The company has 15 subsidiaries included in the consolidated financial statements for the reporting period[27] - The company's shareholders include entities such as JoulWatt Technology Inc. Limited, Wealth GCN Venture Inc., and Haier Fund[57] - The company's subsidiary, Jier Microelectronics (Hangzhou) Co., Ltd., reported a net profit of 46.12 million RMB[176] Financial Reporting and Compliance - The company's financial report for the first half of 2023 was signed and guaranteed by the company's responsible person, Ma Wenwen, and the chief accounting officer, Xie Liheng[5][18] - The company's financial statements are prepared in RMB, which is the company's functional currency[28] - The company's financial assets measured at fair value through other comprehensive income include debt instrument investments, with gains or losses recognized in other comprehensive income[25][26] - The company confirms liabilities and expenses separately and according to its share in joint operations[60] - The company's government subsidies amounted to 19,417,722.31 yuan, which are closely related to normal business operations[135] - The company is recognized as a high-tech enterprise, enjoying a reduced corporate income tax rate of 15% from 2021 to 2023[142] - The company commits not to transfer or entrust others to manage the shares held directly or indirectly before the public offering of the issuer's shares within 36 months from the date of the issuer's stock listing[200] - If the company fails to fulfill the above commitments, it will publicly explain the specific reasons for not fulfilling the commitments at the issuer's shareholders' meeting and in the newspapers designated by the China Securities Regulatory Commission, and apologize to other shareholders and public investors[200] - In case of violation of the above commitments, the proceeds will belong to the issuer, and the company will compensate investors for losses incurred in securities transactions due to non-fulfillment of the commitments[200] Market and Industry Overview - The global analog IC market reached $88.983 billion in 2022, with a CAGR of 8.51% from 2012 to 2022, and is expected to slightly decline to $84 billion in 2023 due to macroeconomic factors, but recover to 2022 levels in 2024[85] Cash and Cash Equivalents - The company's cash and cash equivalents are defined as cash on hand and deposits available for payment at any time[61] - Foreign currency transactions are initially recognized at the spot exchange rate on the transaction date[62]
杰华特:关于召开2023年半年度业绩说明会的公告
2023-08-30 10:38
证券代码:688141 证券简称:杰华特 公告编号:2023- 042 杰华特微电子股份有限公司 关于召开2023年半年度业绩说明会的公告 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: 投资者可于 2023 年 8 月 31 日(星期四)至 9 月 6 日(星期三)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@joulwatt.com 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。 杰华特微电子股份有限公司(以下简称"公司")于 2023 年 8 月 31 日发布 公司 2023 年半年度报告,为便于广大投资者更全面深入地了解公司 2023 年半年 度经营成果、财务状况,公司计划于 2023 年 9 月 7 日下午 15:00-16:00 举行 2023 年半年度业绩说明会,就投资者关心的问题进行交流。 一、说明会类型 三、参加人员 董事长:ZHOU XUN WEI 总经理、董事会秘书:马问问 财务总监:谢立恒 本次投资者说明会以网络互动形式召开,公司将针对 ...
杰华特(688141) - 2022 Q4 - 年度财报
2023-04-28 16:00
Financial Performance - The company achieved operating revenue of 1,447,678,221.95 CNY, representing a year-on-year growth of 38.99%[9]. - The company reported a net profit margin of 12% for 2022, reflecting improved operational efficiency[46]. - The net profit attributable to shareholders for 2022 was CNY 137.16 million, a decrease of 3.39% from CNY 141.98 million in 2021[76]. - The company's total assets increased by 272.13% to CNY 4.36 billion at the end of 2022, compared to CNY 1.17 billion at the end of 2021[76]. - The basic earnings per share for 2022 was CNY 0.35, a decrease of 10.26% from CNY 0.39 in 2021[76]. - The company's operating revenue for 2022 was approximately CNY 1.45 billion, representing a 38.99% increase compared to CNY 1.04 billion in 2021[76]. Research and Development - The company's R&D expenses increased by 53.46% to 304,724,274.75 CNY, reflecting the company's commitment to innovation[9]. - Research and development expenses for 2022 amounted to 304.72 million yuan, representing 21.05% of total revenue, an increase of 1.98 percentage points from the previous year[24]. - The company has implemented a structured R&D system to enhance self-research capabilities and maintain long-term technological advantages[24]. - The company’s R&D process is strictly controlled according to established management procedures, ensuring the successful transition from design to mass production[129]. - The company is committed to enhancing its research and development capabilities to stay ahead in the rapidly evolving technology landscape[67]. Product Development and Innovation - The company has developed a complete product layout for GaN-related products, indicating strong progress in this area[97]. - The company launched several new products, including a high-performance primary-side controller and a new generation of MOS integrated synchronous rectification chips, which received positive market feedback[97]. - The company has successfully developed Ethernet Power Sourcing Equipment (PSE) chips supporting IEEE 802.3 bt, enhancing its product matrix in Ethernet power supply chips[98]. - The company’s DC-DC chip product line covers voltage levels from 5V to 700V, achieving a cost advantage through optimized circuit design and proprietary technology[106]. - The company has developed a series of linear power supply chips with low static power consumption and high performance, enhancing its competitiveness in the market[123]. Market Position and Strategy - The company is facing risks related to market competition and potential declines in demand for chips in key application areas[7]. - The company is gradually shifting from the consumer electronics market to higher profit markets such as industrial and automotive-grade technologies, capitalizing on the competitive advantage of lower prices from domestic chip design companies[164]. - The company aims to leverage its existing technology to innovate and improve product offerings in the semiconductor industry[65]. - Future expansion strategies include exploring new markets and potential mergers and acquisitions to drive growth[60]. - The company has established partnerships with leading technology firms to enhance its product offerings and market reach[46]. Customer and Market Dynamics - The first major customer accounted for 41.59% of the company's revenue in 2022, highlighting the dependency on key clients[2]. - The company has expanded its user base, now serving over 500,000 active users, which is a 30% increase compared to the previous year[46]. - The demand for analog chips is increasing due to the growth of electronic devices and emerging industries such as communications, IoT, smart homes, new energy, and artificial intelligence[193]. - The automotive electronics sector is experiencing rapid development, driven by consumer demands for safety and comfort, as well as energy-saving and environmental regulations[194]. - The analog integrated circuit market is expanding, providing ample application space due to the rapid development of automotive electronics[194]. Operational Challenges - The company reported a net cash flow from operating activities of -823,487,045.35 CNY, indicating a significant cash outflow during the period[9]. - The company’s net cash flow from operating activities decreased by 156.26% due to increased operational expenditures and inventory growth[89]. - The company has a balance of 51,226.89 CNY in unrecovered capacity guarantee deposits, posing a risk if future procurement does not meet planned volumes[4]. - The company’s financial expenses rose significantly due to increased bank borrowings[14]. - The company does not plan to distribute profits or convert capital reserves into share capital for the year 2022, considering industry characteristics and funding needs[30]. Technological Advancements - The company employs a virtual IDM model for integrated circuit design, focusing on power management analog chips and gradually expanding into signal chain chip products[20]. - The company has established three major process platforms: 0.18-micron low to medium voltage BCD process (7 to 55V), 0.18-micron high voltage BCD process (10 to 200V), and 0.35-micron ultra-high voltage BCD process (10 to 700V)[24]. - The BCD process, a mainstream technology in the analog integrated circuit industry, integrates bipolar, CMOS, and DMOS devices on a single chip, reducing power consumption and manufacturing costs while enhancing stability[166]. - The high-density BCD technology is widely applied in low-voltage scenarios such as mobile phone backlight drivers and fast charging, indicating a strong market demand[169]. - The company is leveraging its advanced semiconductor processes and chip design capabilities to develop high-quality products, establishing a notable presence in the industry[181].
杰华特(688141) - 2023 Q1 - 季度财报
2023-04-28 16:00
Financial Performance - The company's operating revenue for Q1 2023 was ¥301,562,336.34, representing a decrease of 10.55% compared to the same period last year[7]. - The net profit attributable to shareholders was -¥57,134,454.65, a decline of 210.82% year-over-year[7]. - The basic earnings per share were -¥0.13, reflecting a decrease of 200.00% year-over-year[7]. - The net profit for Q1 2023 was a loss of ¥57,185,851.73, compared to a profit of ¥51,665,279.49 in Q1 2022[40]. - Basic and diluted earnings per share for Q1 2023 were both -¥0.13, compared to ¥0.13 in Q1 2022[42]. Research and Development - Research and development (R&D) expenses totaled ¥106,312,208.95, an increase of 56.47% compared to the previous year, accounting for 35.25% of operating revenue, up 15.10 percentage points[10]. - R&D expenses rose significantly to ¥106,312,208.95, an increase of 56.38% from ¥67,943,422.57 in the previous year[40]. Assets and Liabilities - The total assets at the end of the reporting period were ¥3,886,734,957.99, down 10.86% from the end of the previous year[10]. - As of March 31, 2023, total assets amounted to approximately ¥3.89 billion, a decrease from ¥4.36 billion as of December 31, 2022, reflecting a decline of about 10.8%[34]. - Current assets totaled approximately ¥3.28 billion, down from ¥3.63 billion, indicating a decrease of around 9.5%[29]. - The company's total liabilities decreased to approximately ¥799.61 million from ¥1.22 billion, a reduction of about 34.5%[34]. - The company’s long-term borrowings decreased to approximately ¥360.28 million from ¥525.22 million, reflecting a decline of about 31.3%[34]. - Non-current assets totaled approximately ¥604.32 million, down from ¥734.22 million, a decrease of about 17.7%[34]. Cash Flow - The net cash flow from operating activities was ¥47,948,694.08, with no applicable year-over-year comparison[7]. - Cash flow from operating activities was ¥316,631,366.00, down from ¥343,604,668.30 in the same quarter last year[42]. - Cash inflow from operating activities totaled ¥498,877,836.58, an increase from ¥355,646,191.63 in the prior period[45]. - Cash outflow from operating activities amounted to $450,929,142.50, compared to $782,059,910.88 in the previous period, reflecting a reduction in cash outflow[45]. - Cash flow from investment activities was negative at -$31,549,536.49, slightly improved from -$37,071,105.88 in the previous period[45]. Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 7,129[19]. - JoulWatt Technology Inc. Limited held 30.18% of the shares, amounting to 134,857,188 shares[19]. - The total equity attributable to shareholders of the parent company decreased to ¥3,087,963,795.05 from ¥3,142,345,555.87 year-over-year[36]. Operating Costs - Total operating costs increased to ¥360,103,991.64 in Q1 2023, up 24.94% from ¥288,181,873.25 in Q1 2022[40]. - The company reported a significant increase in sales expenses to ¥22,113,484.77, up from ¥16,879,032.06 in Q1 2022[40]. Other Financial Metrics - The weighted average return on equity decreased by 7.19 percentage points to -1.83%[10]. - The company reported non-recurring gains and losses totaling -¥241,884.29 for the period[14]. - The company experienced a credit impairment loss of ¥2,306,340.39, compared to a gain of ¥1,915,828.82 in the previous year[40]. - The company paid $423,800,000.00 in debt repayments, a significant increase from $32,990,000.00 in the prior period[47].
杰华特(688141) - 2022 Q4 - 年度财报
2023-04-28 16:00
Financial Performance - JoulWatt Technology reported a revenue of 1.2 billion CNY for the fiscal year 2022, representing a year-over-year growth of 15%[61]. - The company achieved a net profit margin of 10%, with a net profit of 120 million CNY in 2022[61]. - In 2022, the company's operating revenue reached approximately CNY 1.45 billion, representing a growth of 38.99% compared to 2021[68]. - The net profit attributable to shareholders decreased by 3.39% to approximately CNY 137.16 million in 2022[68]. - The net cash flow from operating activities fell by 156.26% to approximately -CNY 823.49 million, primarily due to increased operational expenditures and inventory[69]. - The company's total assets increased by 272.13% to approximately CNY 4.36 billion by the end of 2022, driven by the initial public offering on the Sci-Tech Innovation Board[68][76]. - The return on equity (ROE) was reported at 21.05%, an increase of 1.98 percentage points from the previous year[75]. - The basic earnings per share, excluding non-recurring gains and losses, decreased by 32.43% year-on-year[76]. - The basic earnings per share decreased by 10.26% to RMB 0.35 in 2022[106]. - The company reported government subsidies of approximately CNY 43.52 million in 2022, compared to CNY 7.65 million in 2021[79]. Market and Product Development - The company operates under a virtual IDM model, focusing on integrated circuit chip design as its core business[26]. - The company has established three major process platforms: 0.18-micron 7 to 55V medium and low voltage BCD process, 0.18-micron 10 to 200V high voltage BCD process, and 0.35-micron 10 to 700V ultra-high voltage BCD process[36]. - The global sales of analog integrated circuits are expected to grow from $39.3 billion in 2012 to $91 billion in 2023, with a compound annual growth rate exceeding 75%[45]. - The Chinese market for analog integrated circuits is expected to continue expanding, currently accounting for over 50% of global demand[45]. - The company aims to expand its product offerings into signal chain chips, targeting high-efficiency and high-reliability solutions for various industries[46]. - The company has developed an advanced self-owned BCD process platform for chip design and manufacturing, enhancing its competitive edge in cost and performance[46]. - The company has launched several competitive new products, including high-performance AC-DC controllers and GaN integrated chips, receiving positive market feedback[89]. - The revenue from power management chips was RMB 138,105.24 million, a growth of 35.50% compared to 2021[93]. - The company has established a complete layout of signal chain detection products for lithium battery voltage and current detection, widely used in low-speed electric vehicles, energy storage systems, smart homes, and power tools[127]. Research and Development - The company is investing 200 million CNY in R&D for new semiconductor technologies in 2023[61]. - Research and development (R&D) expenses accounted for 21.05% of operating revenue, up from 19.07% in 2021[75]. - The company's total R&D investment increased by 53.46% year-on-year, reaching approximately ¥304.72 million, driven by an increase in R&D personnel and related costs[194]. - The R&D investment accounted for 21.05% of the operating revenue, an increase of 1.98 percentage points compared to the previous year[191]. - The company has developed over 1,000 chip product models based on its proprietary BCD process technology, enhancing product performance and efficiency[168]. - The company has established a systematic self-research process with multiple generations of technology iterations across various platforms[97]. - The company follows a structured R&D process, including product initiation, design, wafer fabrication, packaging testing, and mass production certification[137]. - The company is in the continuous development phase for several projects, including a DC-DC chip with an expected total investment of ¥130 million, of which ¥26.67 million was invested this period[196]. Strategic Partnerships and Market Expansion - JoulWatt plans to expand its market presence in Southeast Asia, targeting a 30% market share by 2025[61]. - The company has established a strategic partnership with Texas Instruments to co-develop advanced power management solutions[61]. - The automotive electronics sector is experiencing rapid growth, providing significant application space for analog integrated circuits[190]. - The communication industry remains a key focus, with the company positioned to benefit from ongoing national policy support and market expansion[190]. - The company has initiated discussions for potential acquisitions to enhance its supply chain efficiency[61]. Operational Efficiency and Quality Control - The company emphasizes continuous improvement in its process R&D team, collaborating with major domestic wafer foundries[36]. - The company has established close collaborations with leading domestic wafer and packaging factories, enhancing its production capabilities and product quality[110]. - The company has established a complete management system for supplier selection and production process management to ensure product quality and reduce production costs[147]. - The company emphasizes a high-quality product development process, ensuring product quality through rigorous management across R&D, supply chain, and production[110]. - The company has a stable supply chain and customer base across automotive electronics, communication electronics, and industrial automation sectors[163]. Innovation and Intellectual Property - The company has applied for 985 domestic and international patents, with 447 effective patents granted, showcasing its commitment to intellectual property innovation[179]. - The total number of patents applied for during the year was 134, with 73 newly granted, including 58 invention patents[191]. - The company is committed to smart analog chip development, successfully creating products with rapid short-circuit response capabilities[180]. - The company is focusing on optimizing power device structures and using new isolation processes in its BCD technology, which has broad market prospects[154]. - The company has developed proprietary process documentation and design toolkits for wafer manufacturing, enhancing its chip design capabilities[135].
杰华特:关于参加2022年度半导体行业集体业绩说明会暨现金分红说明会的公告
2023-04-28 09:10
证券代码:688141 证券简称:杰华特 公告编号:2023-023 杰华特微电子股份有限公司 关于参加 2022 年度半导体行业集体业绩说明会 暨现金分红说明会的公告 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个别及连带责任。 重要内容提示: http://roadshow.sseinfo.com/) 杰华特微电子股份有限公司(以下简称"公司")已于 2023 年 4 月 29 日发 布公司 2022 年度报告,为便于广大投资者更全面深入地了解公司 2022 年度经 营成果、财务状况及利润分配情况,公司参与了由上交所主办的 2022 年度半导 体行业集体业绩说明会,就投资者关心的问题进行交流。 会议召开方式:上证路演中心网络互动 投资者可于 2023 年 05 月 08 日(星期一) 至 05 月 12 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@joulwatt.com 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。 二、说明会召开的时间、地点 (一)会议召开时间 ...