Core Insights - The RF front-end module is a critical subsystem that directly impacts terminal communication quality, driven by the acceleration of global 5G commercialization and the increasing demand for multi-band compatibility in terminals [1][5] - The global market for RF front-end modules is projected to reach $14.881 billion by 2025, with modules accounting for nearly 70% of the market share [5] - China's RF front-end market is expected to grow from 22.9 billion yuan in 2020 to 33.6 billion yuan in 2024, and is projected to exceed 53 billion yuan by 2029, becoming the largest regional market globally [6][7] Industry Overview - RF front-end modules (RFFE) serve as the core components in wireless communication systems, integrating multiple RF devices into a single package to perform essential tasks such as signal processing [2][4] - The classification of RF front-end modules includes power amplifiers, low-noise amplifiers, filters, RF switches, and duplexers, among others, catering to various application scenarios [3] Market Dynamics - The demand for RF front-end devices is increasing due to the rapid commercialization of 5G, with a notable rise in the need for high-end products associated with key technologies like millimeter-wave communication [5] - The global RF front-end market is expected to grow at a compound annual growth rate (CAGR) of approximately 3.4% from 2025 to 2030, reaching $17.5 billion by 2030 [5] China's Market Growth - China's RF front-end market is experiencing rapid growth, driven by the acceleration of 5G commercialization, the rise of domestic smartphone brands, and the expansion of emerging applications like IoT [6][10] - The domestic market's growth is supported by policies promoting the semiconductor industry, which have created a robust support system for the RF front-end module sector [4] Industry Chain Analysis - The RF front-end module industry chain in China includes upstream suppliers of EDA design software and semiconductor materials, with domestic breakthroughs in certain areas [8] - Midstream focuses on module design, manufacturing, and testing, with local companies narrowing the technology gap with international giants [8] Competitive Landscape - The current market landscape shows a coexistence of international dominance and domestic breakthroughs, with major international companies holding about 76% of the global market share [12] - Domestic companies like Weijie Chuangxin, Huizhiwei, and Zhuoshengwei are gradually increasing their market share through continuous R&D and technological advancements [12] Future Development Trends - The RF front-end module industry in China is expected to develop along three main lines: technology, industry, and application, focusing on high integration and energy efficiency [13] - The trend of domestic substitution will deepen, with local companies aiming to penetrate high-end markets and enhance their competitiveness [14] - Application scenarios are expanding from consumer electronics to various fields, including smart vehicles and satellite internet, creating new growth opportunities [16]

Group 1 - The company, Weijie Chuangxin, announced on February 6 that it received a government subsidy of 3.9 million RMB, which is related to revenue [2] - This government subsidy represents 16.44% of the company's absolute value of net profit attributable to shareholders for the year 2024 [2]

Group 1 - The company Weijie Chuangxin (688153.SH) announced that it received a government subsidy of RMB 3.9 million on February 6, 2026, which is related to its revenue [1] - This government subsidy represents 16.44% of the company's absolute value of net profit attributable to shareholders for the year 2024 [1]

证券代码：688153 证券简称：唯捷创芯 公告编号：2026-003 唯捷创芯（天津）电子技术股份有限公司 关于获得政府补助的公告 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。 一、获得补助的基本情况 唯捷创芯（天津）电子技术股份有限公司（以下简称"公司"）2026 年 2 月 6 日收到政府补助款项人民币 390 万元，为与收益相关的政府补助，占公司 2024 年归母净利润绝对值的比例为 16.44%。 根据《企业会计准则第 16 号——政府补助》等有关规定，公司已确认上述 事项并划分补助类型，上述获得的政府补助预计将对公司利润产生一定影响。 上述政府补助数据未经审计，具体会计处理以及对公司损益的影响最终以审 计机构年度审计确认后的结果为准。敬请投资者注意投资风险。 特此公告。 唯捷创芯（天津）电子技术股份有限公司董事会 2026 年 2 月 7 日 1 二、补助的类型及对上市公司的影响 ...

唯捷创芯首次公开发行股票的发行费用总额16,681.67万元，其中，保荐及承销费用14,731.30万 元。 (责任编辑：徐自立) 中国经济网北京2月4日讯 唯捷创芯(688153.SH)今日收报38.16元，跌幅2.95%。目前该股处于破 发状态。 唯捷创芯于2022年4月12日在上交所科创板上市，公开发行股票4008.00万股，发行价格为66.60 元/股，保荐机构（主承销商）为中信建投证券股份有限公司，保荐代表人为武鑫、沈杰。 唯捷创芯首次公开发行股票募集资金总额为266,932.80万元，扣除发行费用后，募集资金净额为 250,251.13万元。唯捷创芯最终募集资金净额比原计划多1529.31万元。唯捷创芯于2022年4月7日披露 的招股说明书显示，该公司拟募集资金248,721.82万元，分别用于集成电路生产测试项目、研发中心 建设项目、补充流动资金项目。 ...

证券代码：688153 证券简称：唯捷创芯 公告编号：2026-002 唯捷创芯（天津）电子技术股份有限公司 2025年年度业绩预告 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。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年12月31日。 （三）本期业绩预告相关的财务数据未经会计师事务所审计。 二、上年同期业绩情况和财务状况 （一）利润总额：-2,909.83万元。归属于母公司所有者的净利润：-2,372.51万元。归属于母公司所有者 的扣除非经常性损益的净利润：-5,267.21万元。 （二）每股收益：-0.06元。 三、本期业绩变化的主要原因 2025年度，面临射频前端芯片市场竞争加剧的态势，公司坚持稳健经营，持续推动公司产品结构优化， 加快产品迭代以及增强产品性能，全年整体业绩呈现增长状态。 （2）预计2025年年度实现归属于母公司所有者的净利润4,500.00万元左右，与上年同期相比，扭亏为 盈，增加约6,872.51万元。 （3）预计2025年年度实现归属于母公司所有者的扣除非经常性 ...

Core Viewpoint - Several companies are expected to turn profitable by 2025, with projected net profits indicating a significant recovery from previous losses [1] Group 1: Company Projections - Saiwei Electronics is projected to achieve a net profit of 1.414 billion to 1.504 billion yuan in 2025, marking a turnaround from losses [1] - Ganfeng Lithium anticipates a net profit of 1.1 billion to 1.65 billion yuan in 2025, also indicating a return to profitability [1] - Buchang Pharma expects a net profit ranging from 320 million to 468 million yuan in 2025, reflecting a recovery [1] - Zhiguang Electric forecasts a net profit of 110 million to 160 million yuan in 2025, showing a positive shift [1] - Zhong Rare Metals predicts a net profit of 100 million to 130 million yuan in 2025, indicating a turnaround [1] - Jingwei Hengrun expects a net profit of 75 million to 110 million yuan in 2025, marking a return to profit [1] - Tongguan Copper Foil anticipates a net profit of 55 million to 75 million yuan in 2025, indicating a recovery [1] - Weijie Chuangxin projects a net profit of 45 million yuan in 2025, reflecting a positive change [1] - Changshan Beiming expects a net profit of 35 million yuan in 2025, indicating a turnaround [1] - CanSino Biologics anticipates a net profit of 24.5 million to 29 million yuan in 2025, marking a return to profitability [1] - Gaolan Co. projects a net profit of 23.5 million to 30.5 million yuan in 2025, indicating a recovery [1] - Shenkeda expects a net profit of 20 million to 29 million yuan in 2025, reflecting a positive shift [1] - Guodun Quantum anticipates a net profit of 5 million yuan in 2025, indicating a turnaround [1]

1月27日，唯捷创芯（天津）电子技术股份有限公司（以下简称"唯捷创芯"）发布2025年年度业绩预告。报 告期内，公司实现营业收入约23亿元，同比增长9.37%；归属于母公司所有者的净利润预计达4500万元，较 上年同期亏损2372.51万元；扣非后净利润同步实现扭亏为盈，达2500万元，上年同期亏损达5267.21万元， 成功营业收入和利润双增长，扭亏为盈。 三大核心驱动力，赋能业绩逆势增长 作为射频前端芯片领域的先行者，唯捷创芯在2025年市场竞争加剧的复杂环境下，依托产品结构优化与多 领域纵深布局，展现出较强的经营韧性与发展潜力。公告指出，2025年，面对射频前端芯片市场竞争白热 化的态势，公司坚持稳健经营策略，持续推进产品结构升级，加速产品迭代并强化性能提升，推动整体业 绩稳步增长。 业绩预告显示，增长主要得益于三大核心驱动力。其一，高集成度模组销量领跑，车规与新兴领域需求持 续释放。公司高集成度模组销量实现显著攀升，核心技术优势获得市场高度认可；车规级产品长尾效应逐 步凸显，往期订单交付与新增订单形成叠加，为销量增长提供坚实支撑；Wi-Fi模组销量高速增长，成为拉 动业绩的重要引擎；其二，应用场景多元 ...

Core Viewpoint - Weijie Chuangxin (688153.SH) is expected to turn a profit in 2025, projecting a net profit of approximately 45 million yuan, compared to a loss in the previous year [1] Financial Performance - The company anticipates a net profit attributable to shareholders of the parent company of around 45 million yuan for the year 2025, marking a turnaround from a loss in the previous year [1] - The expected net profit after deducting non-recurring gains and losses is projected to be approximately 25 million yuan [1]

人民财讯1月27日电，唯捷创芯(688153)1月27日公告，公司预计2025年度实现营业收入23亿元左右，同 比增长约9.37%；实现归属于母公司所有者的净利润4500万元左右，同比扭亏为盈。2025年度业绩增长 主要得益高集成度模组驱动销量增长，车规与新兴领域需求释放；应用场景多元化开拓新增长点，新兴 领域需求爆发；产品结构优化提升盈利质量，高毛利产品占比攀升等方面。 ...