据证券之星公开数据整理，近期唯捷创芯（688153）发布2025年中报。根据财报显示，唯捷创芯净利润 同比下降183.72%。截至本报告期末，公司营业总收入9.87亿元，同比下降7.93%，归母净利润-943.36万 元，同比下降183.72%。按单季度数据看，第二季度营业总收入4.78亿元，同比下降21.66%，第二季度 归母净利润869.4万元，同比下降47.76%。 本次财报公布的各项数据指标表现不尽如人意。其中，毛利率24.54%，同比减4.65%，净利率-0.96%， 同比减190.92%，销售费用、管理费用、财务费用总计5700.33万元，三费占营收比5.78%，同比增 37.72%，每股净资产9.18元，同比减4.76%，每股经营性现金流1.06元，同比增313.85%，每股收益-0.02 元，同比减166.67% 证券之星价投圈财报分析工具显示： 业务评价：去年的净利率为-1.13%，算上全部成本后，公司产品或服务的附加值不高。从历史年报数据 统计来看，公司上市以来中位数ROIC为-2.06%，投资回报极差，其中最惨年份2018年的ROIC 为-33.2%，投资回报极差。公司历史上的财报非常一 ...

Summary of Weijie Chuangxin Conference Call Company Overview - **Company**: Weijie Chuangxin - **Industry**: RF Front-End Chip Market, WiFi Technology, Cellular Communication Key Points Financial Performance - In the first half of 2025, Weijie Chuangxin reported a net profit decline, primarily due to intensified competition in the RF front-end chip market and falling product prices. The net profit attributable to shareholders was negative 9.43 million yuan, a year-on-year decrease of 183.72% [2][3] - Revenue for the first half of 2025 was 987 million yuan, down 7.93% year-on-year. However, the second quarter saw a gross margin increase of 6.75 percentage points to 28.02% [2][3] - The company expects full-year revenue growth of 8%-20% in 2025, with sequential revenue increases in the second half [2][7] Product Performance - **RF Power Amplifier Modules**: Revenue reached 789 million yuan, with 5G PA module revenue at 388 million yuan. The second-generation Face 7 Le Plus module showed significant performance improvements [5] - **WiFi Products**: WiFi 7 revenue surpassed that of WiFi 6, with high-power WiFi modules in mass production. The company achieved 19.81% of its main business revenue from receiving end products, totaling 195 million yuan [6][8] - **Automotive Products**: Achieved tens of millions in revenue with excellent gross margins, becoming a growth point [2][6] Market Trends and Strategy - The company is focusing on high-margin products and customized material development to enhance profitability and customer loyalty. The share of low-margin 4G/2G products has decreased significantly [3][9] - There is a clear trend of domestic manufacturers replacing foreign companies in the video front-end business, with an estimated replacement of 200-300 million USD over the next three years [3][16] - The company is actively seeking partnerships or acquisitions with firms that have resource integration advantages [3][15] Future Outlook - The company is advancing from 5G to 6G technology, with ongoing development in the N104 frequency band and plans for the Face 8L SA to enter mass production within the year [11][12] - New applications in emerging fields such as drones and smart gateways are expected to drive significant revenue growth in the coming years [10][12] - The company anticipates stable pricing in the second half of 2025, with no significant declines expected [17] Competitive Landscape - Weijie Chuangxin is positioned as a leading domestic player in the WiFi FEM market, with significant revenue from high-end mobile devices and plans to expand into new sectors like AI companion products and automotive applications [22][23] - The company has made progress with major clients, including Samsung, focusing on new projects and advanced modules [27] Inventory and Supply Chain Management - The company maintains a healthy inventory level, with effective supply chain management to meet future demand and challenges [24][26] Conclusion Weijie Chuangxin is navigating a competitive landscape with strategic product development and market positioning, focusing on high-margin products and emerging technologies to drive future growth. The company is well-prepared for the anticipated shifts in the market and technology landscape.

报告期内，射频功率放大器模组贡献了78,891.87万元的营业收入，5G射频功率放大器模组实现营业收入38,789.76万元，占公司 射频功率放大器模组产品营收的49.17%。 其中，基于第一代产品的量产经验，推出的第二代产品Phase7LEPlus模组在效率和功耗等关键性能上实现了显著提升，目标市 场锁定2025年秋季的品牌手机旗舰机型。报告期内，公司已达成年初目标，搭载该产品的智能手机将在2025年下半年面世。这 一产品的推出，不仅进一步巩固了公司在高端市场的地位，还为公司带来了新的市场机会和增长潜力。与此同时，公司同步推 进的Phase8L模组专注于中高端手机市场，采用全集成设计，支持Sub-3GHz全频段覆盖，具备面积小、价格适中且性能卓越的特 点，能够满足中高端手机对高性能、小尺寸和低成本的需求，进一步加速了5G射频分立方案向高集成度方案的转化。截至2025 年6月末，该模组产品已成功导入多家品牌客户并实现批量出货。 报告期内，公司的接收端产品向头部手机批量出货，实现营收19,491.56万元，占公司主营业务收入的比例为19.81%。截至报告 期末，公司已完成第四代LNA Bank产品矩阵的全面升级 ...

唯捷创芯（天津）电子技术股份有限公司2025 年半年度报告 公司代码：688153 公司简称：唯捷创芯 唯捷创芯（天津）电子技术股份有限公司 唯捷创芯（天津）电子技术股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 重大风险提示 公司已在本报告中详细阐述公司在生产经营过程中可能面临的各种风险及应对措施，敬请查 阅"第三节 管理层讨论与分析"之"四、风险因素"。敬请投资者予以关注，注意投资风险。 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人孙亦军、主管会计工作负责人辛静及会计机构负责人（会计主管人员）辛静声 明：保证半年度报告中财务报告的真实、准确、完整。 六、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 不适用 七、 是否存在公司治理特殊安排等重要事项 □适用 √不适用 八、 前瞻性陈述的风险声明 √适用 □不适用 本报告所涉及的公司未来计划、发展战略等前瞻性陈述，不构成公司对投资者的实质承诺， 请投资者注 ...

| | 唯捷创芯（天津）电子技术股份有限公司2025 年半年度报告摘要 | | | | --- | --- | --- | --- | | 公司代码：688153 | 公司简称：唯捷创芯 | | | | 唯捷创芯（天津）电子技术股份有限公司 | | | | | | 唯捷创芯（天津）电子技术股份有限公司2025 年半年度报告摘要 | | | | | 第一节 重要提示 | | | | 规划，投资者应当到 | www.sse.com.cn 网站仔细阅读半年度报告全文。 | | | | | 公司已在本报告中详细阐述公司在生产经营过程中可能面临的各种风险及应对措施，敬请查 | | | | 阅"第三节 | 管理层讨论与分析"之"四、风险因素"。敬请投资者予以关注，注意投资风险。 | | | | 虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 | | | | | 不适用 | | | | | □适用 √不适用 | | | | | | 唯捷创芯（天津）电子技术股份有限公司2025 年半年度报告摘要 | | | | | 第二节 公司基本情况 | | | | 公司股票简况 | | | | | | 公司股票简况 | | ...

Core Viewpoint - The company has implemented a "Quality Improvement and Efficiency Enhancement Return Action Plan" for 2025, focusing on enhancing core competitiveness and shareholder value through various strategic initiatives [1][2][3] Group 1: Business Focus and Core Competitiveness - The company specializes in the research, design, and sales of RF front-end chips, with products widely used in smartphones, tablets, routers, and AI devices, establishing itself as a leading supplier in the domestic RF front-end sector [1] - The company is advancing its product lines, particularly in high-integration RF modules and Wi-Fi modules, to meet market demands and maintain a competitive edge [2][3] Group 2: R&D Investment and Technological Leadership - The company invested CNY 202.72 million in R&D during the first half of 2025, accounting for 20.55% of its revenue, demonstrating a strong commitment to innovation [3] - The company has accumulated 83 domestic invention patents, 84 utility model patents, and 154 integrated circuit layout design registrations, showcasing its technological strength [3] Group 3: Corporate Governance and Operational Efficiency - The company has improved its governance structure, holding multiple board meetings and ensuring compliance with legal regulations to promote stable and healthy development [6] - A new stock incentive plan was approved, linking performance assessments of core team members to the company's overall revenue and profit, aligning interests between shareholders and management [4][5] Group 4: Shareholder Returns and Value Distribution - The company has established a "sustainable, stable, and scientific" shareholder return mechanism, including a three-year dividend plan to ensure reasonable returns for investors [7] - A share repurchase plan was executed, with CNY 119.99 million spent to buy back 3,615,973 shares, reinforcing market confidence and protecting investor interests [7] Group 5: Information Disclosure and Investor Relations - The company emphasizes high-quality information disclosure, publishing regular reports and announcements to keep investors informed [8] - Various channels are utilized for investor communication, enhancing understanding of the company's performance and development goals [8] Group 6: Management Responsibility and Compliance - The company has organized training for its board and management to enhance compliance awareness and risk management capabilities [9] - A market value management system was established to promote rational market value and support sustainable development [9]

Overview - The company, Weijie Chuangxin (Tianjin) Electronics Technology Co., Ltd., announced the approval of an asset impairment provision during the 17th meeting of its fourth board of directors on August 26, 2025, which does not require submission to the shareholders' meeting [1]. Asset Impairment Provision Details - The company conducted impairment testing on various assets as of June 30, 2025, resulting in a total asset impairment loss of RMB 1,161.66 million, which includes a credit impairment loss of RMB 1,327.76 million for inventory [1][2]. - The company recognized an impairment provision of RMB 8.16 million for other receivables and reversed an impairment provision of RMB 174.27 million during the first half of 2025 [3]. Credit Impairment Loss - The company measures expected credit losses for financial assets at the reporting period end, recognizing any excess over the current impairment provision as a loss. For receivables and contract assets without significant financing components, the expected credit loss is measured over the entire duration [2]. - The company categorizes receivables into different groups based on credit risk characteristics, including aging for receivables and other receivables based on whether credit risk has significantly increased since initial recognition [2]. Inventory Impairment Loss - The company assesses inventory impairment based on the lower of cost and net realizable value, applying a cautious approach to determine the impairment amount based on inventory age and cost [4]. - The company recorded an inventory impairment provision of RMB 1,327.76 million for the first half of 2025 [4]. Impact of Impairment Provision - The impairment provisions will be reflected in the asset impairment loss and credit impairment loss accounts, impacting the company's financial results [4]. Board Opinions - The board of directors and the audit committee believe that the asset impairment provision is based on a cautious principle and complies with accounting standards, providing a more accurate reflection of the company's asset status [5].

Fundraising Overview - The company raised a total of RMB 266,932.80 million by issuing 40.08 million shares at a price of RMB 66.60 per share, with net proceeds after fees amounting to RMB 252,351.50 million as of April 7, 2022 [1][2] - As of June 30, 2025, the remaining balance in the fundraising account is RMB 63,327,483.63 after accounting for various expenditures and interest income [1][2] Fund Management - The company has established a fundraising management system in compliance with relevant laws and regulations to ensure proper management and usage of the raised funds [1][2] - Multiple tripartite agreements have been signed with banks and underwriters to oversee the storage of the fundraising account [2] Fund Usage - As of June 30, 2025, the total amount used from the raised funds is RMB 1,985,933,395.89, leaving a balance of RMB 537,581,564.11 in the fundraising account as of the end of 2024 [1][2] - The company has not used idle funds to temporarily supplement working capital as of June 30, 2025 [3][4] Investment Projects - The company has invested RMB 179,861,564.61 in the "High Integration, High Performance RF Module R&D Project" as of June 30, 2025 [5][6] - The "Integrated Circuit Production Testing Project" has been terminated, and the remaining funds have been redirected to the new RF module project [5][6] Cash Management - The company has approved the use of idle funds for cash management, with a limit of RMB 70,000 million for safe and liquid investment products [3][4] - As of June 30, 2025, the company has not used any excess funds to permanently supplement working capital or repay bank loans [5][6] Reporting and Compliance - The company has complied with disclosure obligations regarding the use and management of raised funds, ensuring timely and accurate reporting [8][9] - There are no significant issues in the usage and disclosure of the raised funds, and the company has adhered to regulatory requirements [8][9]

证券代码：688153 证券简称：唯捷创芯 公告编号：2025-059 唯捷创芯（天津）电子技术股份有限公司 2025 年半年度募集资金存放、管理与实际使用情况的 专项报告 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、募集资金基本情况 （一）实际募集资金金额、资金到位时间 根据中国证券监督管理委员会 2022 年 3 月 1 日出具的《关于同意唯捷创芯 （天津）电子技术股份有限公司首次公开发行股票注册的批复》（证监许可〔2022〕 425 号），唯捷创芯（天津）电子技术股份有限公司（以下简称"公司"或"唯 捷创芯"）获准向社会公开发行人民币普通股（A 股）4,008.00 万股，每股发行 价格为 66.60 元，募集资金总额 266,932.80 万元，扣除发行费用（不含增值税） 16,681.67 万元后，实际募集资金净额为 250,251.13 万元。 截至 2022 年 4 月 7 日止，公司募集资金总额为人民币 266,932.80 万元，坐 扣承销费人民币 14,581.30 万元（不含增值税）后的募集资 ...

证券代码：688153 证券简称：唯捷创芯 公告编号：2025-060 唯捷创芯（天津）电子技术股份有限公司 关于计提资产减值准备的公告 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。 唯捷创芯（天津）电子技术股份有限公司（以下简称"公司"）于 2025 年 8 月 26 日召开第四届董事会第十七次会议，审议通过了《关于计提资产减值准备 的议案》，该议案无需提交股东大会审议，现将具体情况公告如下： 一、本次计提资产减值准备情况概述 根据《企业会计准则》和相关会计政策等规定，为真实、准确地反映公司截 至 2025 年 6 月 30 日的财务状况及经营成果，本着谨慎性原则，公司对截至 2025 年 6 月 30 日公司及子公司的各类资产进行了减值测试，对可能发生资产减值损 失的相关资产计提减值准备。具体情况如下表所示： 注：表中与下方数据的尾差，为四舍五入所致。 二、计提资产减值准备事项的具体说明 单位：人民币，万元 项目 2025 年上半年计提金 额 原因 信用减值损失 （损失以"-"号填列） 166.10 其他应收款坏账损 ...