证券代码：688153 证券简称：唯捷创芯 公告编号：2025-067 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 10 月 27 日召开第四届董事会第十八次会议，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 9 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 9 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： 二、计提资产减值准备事项的具体说明 （一）信用减值损失 根据《企业会计准则》和公司相关会计政策，公司于报告期末计算各类金融 资产的预计信用损失，如果该预计信用损失大于其当前减值准备的账面金额，将 其差额确认为减值损失；如果小于当前减值准备的账面金额，则将差额确认为减 值利得。 ① 应收账款及合同资产 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 ...

Financial Performance - In Q3 2025, the company achieved operating revenue of CNY 572.76 million, a year-on-year increase of 36.28% and a quarter-on-quarter increase of 19.80%[5] - The overall gross margin for Q3 2025 was 27.86%, an increase of 6.48 percentage points year-on-year[5] - The net profit attributable to shareholders was CNY 18.03 million, a turnaround from a loss, increasing by CNY 61.42 million year-on-year and by 107.40% quarter-on-quarter[5] - For the first nine months of 2025, the net profit attributable to shareholders was CNY 8.60 million, an increase of CNY 40.72 million year-on-year[6] - Total operating revenue for the first three quarters of 2025 reached ¥1,559,420,524.70, an increase of 4.5% compared to ¥1,491,862,858.49 in the same period of 2024[23] - Operating profit for the first three quarters of 2025 was reported at -¥709,617.78, compared to -¥27,038,381.21 in the same period of 2024, indicating a significant improvement[23] - The company reported a net profit of ¥114,963.95 for the first three quarters of 2025, a turnaround from a loss of -¥23,964,162.45 in the same period of 2024[23] - The net profit for the first three quarters of 2025 is CNY 8,597,550.29, a significant recovery from a net loss of CNY 32,121,968.96 in the same period of 2024[25] - Total comprehensive income for the first three quarters of 2025 is CNY 33,180,024.33, compared to a total comprehensive loss of CNY 35,283,798.80 in the previous year[25] Cash Flow and Investments - The cash flow from operating activities for the first nine months of 2025 was CNY 66.16 million, a turnaround from a loss, increasing by CNY 99.95 million year-on-year[6] - Cash inflow from investment activities in the first three quarters of 2025 is CNY 1,480,944,330.35, compared to CNY 782,036,916.51 in 2024[27] - The net cash flow from investment activities for the first three quarters of 2025 is CNY -303,008,151.94, worsening from CNY -86,260,168.88 in the previous year[27] - The net cash flow from financing activities for the first three quarters of 2025 is CNY -350,826,554.59, compared to CNY -27,925,425.79 in 2024[27] - The cash and cash equivalents at the end of the period are CNY 2,664,707,763.04, slightly up from CNY 2,645,183,415.55 at the end of the previous year[27] - The company received CNY 1,435,000,000.00 from investment recoveries in the first three quarters of 2025, compared to CNY 780,000,000.00 in 2024[26] Research and Development - Research and development expenses for Q3 2025 totaled CNY 102.49 million, accounting for 17.89% of operating revenue, a decrease of 5.79 percentage points year-on-year[4] - Research and development expenses as a percentage of revenue decreased by 5.79 percentage points in the current reporting period, attributed to the growth in core business revenue[12] - Research and development expenses for the first three quarters of 2025 were ¥305,208,019.15, down from ¥321,674,395.75 in the same period of 2024, reflecting a decrease of 5.1%[23] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 13,717, reflecting a stable shareholder base[14] - Gaintech Co. Limited remains the largest shareholder, holding 101,247,461 shares, which accounts for 23.53% of total shares[14] - The second-largest shareholder, Rong Xiuli, holds 53,265,280 shares, representing 12.38% of total shares[14] Assets and Liabilities - The total assets at the end of Q3 2025 were CNY 4.64 billion, a slight increase of 0.98% compared to the end of the previous year[4] - The company recorded a total asset value of ¥4,635,146,077.20 as of September 30, 2025, slightly up from ¥4,589,971,914.29 at the end of 2024[19] - The total liabilities as of September 30, 2025, were ¥639,238,472.28, compared to ¥597,961,833.95 at the end of 2024, representing an increase of 6.9%[19] - The company's equity attributable to shareholders was ¥3,995,907,604.92 as of September 30, 2025, slightly up from ¥3,992,010,080.34 at the end of 2024[19] Profitability and Growth Strategy - The company reported a significant increase in high-margin product sales, contributing to improved profitability and gross margin[5] - The company is focused on expanding its core business, including Wi-Fi 7 modules and automotive-grade products, to drive future growth[5] - Revenue for the current reporting period increased by 36.28%, driven by the expansion of core businesses such as module and automotive-grade products, as well as accelerated delivery of key module orders like Wi-Fi 7 and Phase 8L[11] - The company experienced a significant improvement in gross margin due to the optimization of product structure and an increase in the proportion of high-margin products[11] - The company is focused on expanding its core business and enhancing product delivery efficiency to drive revenue growth[11] Other Information - The weighted average return on equity increased to 0.45%, up by 1.53 percentage points year-on-year[4] - The weighted average return on equity increased by 1.53 percentage points for the current reporting period, indicating improved profitability[12] - There were no significant changes in the participation of major shareholders in margin financing and securities lending activities during the reporting period[15] - The company's cash and cash equivalents amounted to ¥2,739,813,115.62 as of September 30, 2025, a slight increase from ¥2,713,168,104.10 at the end of 2024[17] - The company has not adopted new accounting standards for the current reporting period[28]

Core Points - Weijie Chuangxin (688153.SH) closed at 34.06 yuan, with a decline of 3.32%, currently in a state of breaking issue [1] - The company was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on April 12, 2022, with an initial public offering (IPO) of 40.08 million shares at a price of 66.60 yuan per share [1] - The total amount raised from the IPO was 2.669 billion yuan, with a net amount of 2.502 billion yuan after deducting issuance costs, exceeding the original plan by 15.29 million yuan [1] - The funds raised are intended for integrated circuit production testing projects, research and development center construction projects, and to supplement working capital [1] - The total issuance costs for the IPO amounted to 166.82 million yuan, with underwriting and sponsorship fees accounting for 147.31 million yuan [1]

Core Points - The Shanghai Composite Index closed at 3877.20 points, above the annual line, with a decline of 1.00% [1] - The total trading volume of A-shares reached 1,188.96 billion yuan [1] - A total of 22 A-shares have surpassed the annual line, with notable stocks showing significant deviation rates [1] Summary of Key Stocks - Hualan Vaccine (301207) had a price increase of 8.85% and a deviation rate of 8.88% [1] - Zhujiang Piano (002678) rose by 10.11% with a deviation rate of 8.54% [1] - Shiroyama Real Estate (002016) increased by 3.09% and had a deviation rate of 2.87% [1] - Other stocks with notable performance include Weijie Chuangxin (688153) with a 3.19% increase and a deviation rate of 2.65% [1] - The stocks with the smallest deviation rates include Guangdong Wannianqing (301111) and Longjiang Transportation (601188), both just above the annual line [2]

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。 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。 中国经济网北京10月15日讯唯捷创芯(688153.SH)今日收报34.06元，跌幅2.29%。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（601066）证券股份有限公司，保荐代表人为武鑫、沈杰。 ...

Core Viewpoint - The stock of Weijie Chuangxin has experienced fluctuations, with a recent decline of 2.07%, while the company has shown a year-to-date increase of 6.25% in stock price [1] Company Overview - Weijie Chuangxin (Tianjin) Electronic Technology Co., Ltd. specializes in the research, design, and sales of RF front-end chips, primarily providing RF power amplifier module products [2] - The company's main business revenue composition includes RF power amplifier modules (79.96%), receiving end modules (19.75%), and other (0.29%) [2] - As of June 30, 2025, the company reported a revenue of 987 million yuan, a year-on-year decrease of 7.93%, and a net profit attributable to shareholders of -9.43 million yuan, a year-on-year decrease of 183.72% [2] Stock Performance - As of October 14, the stock price was 35.55 yuan per share, with a total market capitalization of 15.298 billion yuan [1] - The stock has seen a trading volume of 1.17 billion yuan, with a turnover rate of 0.79% [1] - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent appearance on April 11, where it recorded a net purchase of 5.6415 million yuan [1] Shareholder Information - As of June 30, 2025, the number of shareholders increased by 17.92% to 12,400, with an average of 12,951 circulating shares per person, an increase of 19.78% [2] - Notable institutional holdings include Noan Growth Mixed A, which holds 5.387 million shares, a decrease of 1.5469 million shares from the previous period [3]

Core Insights - On October 13, Weijie Chuangxin's stock rose by 5.89%, with a trading volume of 343 million yuan [1] - The company experienced a net financing outflow of 7.63 million yuan on the same day, with a total financing and securities balance of 201 million yuan [1] Company Overview - Weijie Chuangxin (Tianjin) Electronic Technology Co., Ltd. specializes in the research, design, and sales of RF front-end chips, primarily providing RF power amplifier module products [2] - The company's revenue composition includes 79.96% from RF power amplifier modules, 19.75% from receiving modules, and 0.29% from other sources [2] - As of June 30, 2025, the company reported a revenue of 987 million yuan, a year-on-year decrease of 7.93%, and a net profit of -9.43 million yuan, a year-on-year decrease of 183.72% [2] Shareholder and Institutional Holdings - Since its A-share listing, Weijie Chuangxin has distributed a total of 23.01 million yuan in dividends [3] - As of June 30, 2025, the top ten circulating shareholders include Noan Growth Mixed A, which holds 5.39 million shares, a decrease of 1.55 million shares from the previous period [3] - The Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF increased its holdings by 184,000 shares, while several other funds exited the top ten circulating shareholders list [3]

Core Points - The Shanghai Composite Index is at 3880.43 points, slightly down by 0.43%, with a total trading volume of 1.9378 trillion yuan [1] - A total of 41 A-shares have surpassed their annual line today, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - Notable stocks that have broken through the annual line include Rongji Software, Meiyan Jixiang, and *ST Xinyuan, with deviation rates of 9.03%, 8.51%, and 7.99% respectively [1] - Other stocks with smaller deviation rates that have just crossed the annual line include Zhonggong Gaoke, Luheng Technology, and *ST Haiyuan [1] Deviation Rate Rankings - The top three stocks with the highest deviation rates are: - Rongji Software (10.04% increase, deviation rate 9.03%) - Meiyan Jixiang (9.09% increase, deviation rate 8.51%) - *ST Xinyuan (15.42% increase, deviation rate 7.99%) [1] - Additional stocks with notable performance include: - Kingsoft Office (8.65% increase, deviation rate 7.93%) - Weijie Chuangxin (6.91% increase, deviation rate 5.73%) [1] Trading Metrics - The trading turnover rates for the top stocks vary, with Meiyan Jixiang at 12.71% and *ST Xinyuan at 12.24% [1] - The latest prices for the top stocks are as follows: - Rongji Software: 7.34 yuan - Meiyan Jixiang: 3.00 yuan - *ST Xinyuan: 6.66 yuan [1]

Group 1 - The core viewpoint of the news is the performance and market position of Weijie Chuangxin, which saw a 5.02% increase in stock price, reaching 36.00 yuan per share, with a total market capitalization of 15.491 billion yuan [1] - Weijie Chuangxin specializes in the research, design, and sales of RF front-end chips, primarily providing RF power amplifier module products, and also supplies RF switch chips and Wi-Fi RF front-end modules [1] - The company's main business revenue composition includes RF power amplifier modules at 79.96%, receiving modules at 19.75%, and other supplementary products at 0.29% [1] Group 2 - Among the top circulating shareholders of Weijie Chuangxin, the Jiashi Fund's ETF has increased its holdings by 18,400 shares, now holding 2.0413 million shares, which is 1.27% of the circulating shares [2] - The Jiashi ETF has achieved a year-to-date return of 68.24% and a one-year return of 85.46%, ranking 35 out of 3,855 in its category [2] - The fund manager, Tian Guangyuan, has a total fund asset scale of 44.323 billion yuan, with the best fund return during his tenure being 146.96% [3]

Group 1 - The core viewpoint of the news is that Weijie Chuangxin has seen a stock price increase of 5.02%, reaching 36.00 CNY per share, with a trading volume of 211 million CNY and a market capitalization of 15.491 billion CNY [1] - Weijie Chuangxin specializes in the research, design, and sales of RF front-end chips, primarily providing RF power amplifier module products, and also supplies RF switch chips, Wi-Fi RF front-end modules, and receiver modules [1] - The company's main business revenue composition includes RF power amplifier modules at 79.96%, receiver modules at 19.75%, and other supplementary products at 0.29% [1] Group 2 - From the perspective of the top ten circulating shareholders, the fund managed by Nuoan Fund holds a position in Weijie Chuangxin, having reduced its holdings by 1.5469 million shares in the second quarter, now holding 5.387 million shares, which accounts for 3.35% of the circulating shares [2] - The Nuoan Growth Mixed A fund has achieved a year-to-date return of 40.72% and a one-year return of 45.8%, ranking 1867 out of 8234 and 1333 out of 8083 respectively [2]