证券代码：688173 证券简称：希荻微 公告编号：2025-070 希荻微电子集团股份有限公司 关于召开 2025 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、准确性和完整性依法承担法律责任。 重要内容提示： （一）会议召开时间：2025 年 9 月 17 日（星期三）上午 11:00-12:00 （二）会议召开地点：上证路演中心（网址 https://roadshow.sseinfo.com/） （三）会议召开方式：上证路演中心网络互动 三、参加人员 董事长、总经理：TAO HAI（陶海） 董事会秘书、财务负责人、副总经理：唐娅 独立董事：王一鸣 四、投资者参加方式 （一）投资者可在 2025 年 9 月 17 日（星期三）上午 11:00-12:00，通过互联 网登录上证路演中心（https://roadshow.sseinfo.com/），在线参与本次业绩说明会， 公司将及时回答投资者的提问。 希荻微电子集团股份有限公司（以下简称"公司"）已于 2025 年 8 月 30 日 披露公司 2025 年半年度报告，为便于广 ...

Core Insights - The company, Xidiwei (688173.SH), reported a significant increase in revenue for the first half of 2025, achieving 466.4 million yuan, a year-on-year growth of 102.73% [1][2] - Despite the revenue growth, the company recorded a net loss attributable to shareholders of 44.7 million yuan, an improvement from a loss of 117.5 million yuan in the same period last year [1][2] - The net cash flow from operating activities was negative at 66.6 million yuan, but this was an improvement compared to the negative cash flow of 86.9 million yuan in the previous year [1][2] Financial Performance - Revenue for the first half of 2025 was 466.4 million yuan, compared to 230.1 million yuan in the same period last year, marking a 102.73% increase [1][2] - Total profit for the period was -59.6 million yuan, improving from -116.8 million yuan year-on-year [2] - The net profit attributable to shareholders was -44.7 million yuan, compared to -117.5 million yuan in the previous year [2] - The net profit after deducting non-recurring gains and losses was -46.5 million yuan, an improvement from -125.6 million yuan year-on-year [2] - The net cash flow from operating activities was -66.6 million yuan, compared to -86.9 million yuan in the previous year [2] Historical Performance - In the years 2022 to 2024, the company's revenue was 559 million yuan, 394 million yuan, and 546 million yuan respectively [2] - The net profit attributable to shareholders for the same years was -15.2 million yuan, -54.2 million yuan, and -291 million yuan respectively [2] - The net cash flow from operating activities for these years was -50.9 million yuan, -245 million yuan, and -218 million yuan respectively [2] IPO and Fundraising - Xidiwei was listed on the Sci-Tech Innovation Board on January 21, 2022, with an initial public offering of 40.01 million shares at a price of 33.57 yuan per share [3][4] - The total funds raised amounted to 1.343 billion yuan, with a net amount of 1.221 billion yuan after deducting issuance costs [4] - The company planned to use the raised funds for R&D and industrialization of high-performance power management chips for consumer electronics and automotive applications, among other projects [4]

Core Viewpoint - The recent financial report of Xidi Micro (688173) shows significant revenue growth and a reduction in losses, indicating a positive trend in the company's performance despite ongoing challenges in profitability [1]. Financial Performance - Total revenue for the first half of 2025 reached 466 million yuan, a year-on-year increase of 102.73% [1]. - The net profit attributable to shareholders was -44.6884 million yuan, improving by 61.98% compared to the previous year [1]. - In Q2 2025, total revenue was 289 million yuan, up 169.43% year-on-year, with a net profit of -17.4236 million yuan, an increase of 74.62% year-on-year [1]. - Gross margin stood at 29.4%, down 15.37% year-on-year, while net margin improved to -13.04%, up 74.48% year-on-year [1]. - The total of selling, administrative, and financial expenses was 65.779 million yuan, accounting for 14.1% of revenue, a decrease of 57.45% year-on-year [1]. Cash Flow and Assets - Cash and cash equivalents decreased by 43.80% to 610 million yuan due to operational losses and capital expenditures [3]. - Accounts receivable increased by 44.61% to 187 million yuan, reflecting higher sales volume [3]. - The company reported a significant increase in construction in progress by 63.88%, attributed to investments in the headquarters building project [3]. Market and Product Insights - The global analog chip market is projected to grow from $91.26 billion in 2024 to $129.69 billion by 2029, indicating a robust market opportunity for the company [9]. - The company is focusing on automotive-grade power management chips and has successfully entered the supply chain of major automotive manufacturers [9][10]. - The company has established collaborations with Qualcomm and MediaTek, primarily in the consumer electronics and automotive sectors [11]. Strategic Outlook - The company aims to enhance its product offerings and market presence in the analog chip sector, with a commitment to innovation and customer-centric development [15]. - The company is actively working on improving its supply chain management to reduce production costs and enhance operational efficiency [13].

Core Viewpoint - The company, Xidi Micro (688173), reported a significant increase in revenue for the first half of 2025, driven by a recovery in the consumer electronics market and increased demand for high-performance power management chips [1] Group 1: Financial Performance - In the first half of 2025, the company achieved operating revenue of 466 million yuan, a year-on-year increase of 102.73%, while the net profit attributable to shareholders was -44.69 million yuan, reducing losses by 61.98% [1] - The company's revenue growth rate was the highest in its industry segment [1] Group 2: Market Trends and Product Development - The demand for high-performance power management chips has risen due to a recovery in the consumer electronics market, with the company’s audio circle motor driver chip product line seeing significant revenue growth [1] - The company has developed a series of efficient and reliable chips, including DC/DC chips and super-fast charging chips, contributing to revenue of 182 million yuan from power management chips and 142 million yuan from autofocus and optical stabilization chips [2] Group 3: Strategic Initiatives and Partnerships - The company is actively selling high-performance chips to well-known domestic and international manufacturers in the smart device sector, including AI and AR glasses [3] - The company is also exploring next-generation products in the AI imaging field, targeting various markets such as IoT, automotive electronics, and industrial applications [3] Group 4: Acquisition Plans - The company is in the process of acquiring Chengxin Micro, a high-tech enterprise specializing in analog and mixed-signal integrated circuit development, with the acquisition still pending approval from regulatory authorities [4] - Chengxin Micro's products include power management chips and motor chips, and it has established partnerships with notable companies like Luxshare Precision and BYD [4]

Core Insights - The company reported a significant revenue increase of 102.73% year-on-year, reaching 466 million yuan, while narrowing its net loss to 44.68 million yuan [1] - The growth is attributed to the company's penetration in consumer electronics and automotive electronics, as well as successful expansion into emerging markets like AI terminal applications [1][2] - The company achieved a gross profit of 137 million yuan, a 71.57% increase year-on-year, with a quarterly revenue of 289 million yuan in Q2, reflecting a 62.52% quarter-on-quarter growth [1] Revenue Breakdown - Power management chips generated 182 million yuan in revenue, serving as a core pillar for the company [1] - Autofocus and optical image stabilization chips contributed 142 million yuan, becoming another important growth driver [1] - Other businesses, including port protection, signal switching chips, and sensor chips, also showed steady development, contributing to a diversified and healthy business ecosystem [1] AI and Automotive Electronics - The company made significant strides in the AI sector, launching a DC/DC chip compatible with silicon anode batteries for AI smartphones, entering the supply chains of major brands like Xiaomi, OPPO, and vivo [2] - In the automotive electronics sector, the company's automotive-grade chips have been applied in brands such as Audi, Hyundai, and Xiaopeng, with ongoing new product launches [2] - The company is actively pursuing the acquisition of Chengxin Micro, which is expected to enhance resource integration and strengthen its industry position [2] R&D and Innovation - The company invested 134 million yuan in R&D, marking an 11.18% year-on-year increase, with over 60% of its workforce dedicated to research [2] - The company holds 247 invention patents, showcasing its commitment to technological innovation [2] - Its core technologies in power management and optical stabilization have allowed several products to enter global leading chip platform reference designs, competing effectively with international products [2] Future Outlook - The company is poised to leverage its technological accumulation and clear strategy to unlock long-term growth potential as market demand recovers [3]

Core Viewpoint - The company, Xidi Microelectronics Group Co., Ltd., reported a significant increase in revenue for the first half of 2025, driven by a recovery in the consumer electronics market and increased demand for high-performance power management chips [1] Group 1: Financial Performance - In the first half of 2025, the company achieved a revenue of 466 million yuan, representing a year-on-year growth of 102.73% [1] - The revenue growth was attributed to the rising demand for power management chips and the successful outsourcing of production for certain products in the audio coil motor driver chip product line [1][2] Group 2: Product Performance - The revenue breakdown by product structure shows that power management chips generated 182 million yuan, autofocus and optical image stabilization chips contributed 142 million yuan, port protection and signal switching chips accounted for 46.6 million yuan, and sensor chips and others brought in 9.55 million yuan [2] - The company has accelerated the application of its chips in AI edge devices, launching customized DC/DC chip products for silicon anode batteries, which have become a preferred solution for enhancing battery life in AI smartphones [2] Group 3: Market Expansion - The company has successfully shipped products to well-known global brands such as Xiaomi, OPPO, vivo, and Transsion, extending its product applications to cutting-edge fields like AI glasses [2] - In the smart automotive electronics sector, the company has introduced new high-performance chip products, including automotive-grade low-side and high-side switch chips, to meet market demands [3] Group 4: Technological Advancements - The company has signed a technology licensing agreement with a South Korean firm to gain exclusive rights to autofocus and optical image stabilization patents in Greater China, positioning itself as a preferred supplier for audio coil motor driver chips among Chinese smartphone brands [4] - The company is transitioning its audio coil motor driver chip business from a trading model to a self-production model, increasing the self-production ratio quarterly [4]

Core Viewpoint - The company plans to use up to RMB 200 million of idle raised funds to temporarily supplement its working capital, which is approved by the board and supervisory committee, ensuring compliance with relevant regulations [1][6][7] Group 1: Fund Usage - The company will use the idle funds for daily operations and business expansion related to its main business, with the usage period from September 22, 2025, to September 21, 2026, allowing for rolling use within this timeframe [1][4] - The total amount raised from the initial public offering (IPO) was RMB 1.343 billion, with a net amount of RMB 1.221 billion after deducting issuance costs [1][2] - The company has established a dedicated account management system for the raised funds, ensuring proper oversight and compliance [2] Group 2: Previous Fund Usage - In the previous year, the company also used up to RMB 200 million of idle funds for similar purposes, with a commitment to return the funds by September 21, 2025 [3][4] Group 3: Justification for Current Fund Usage - The decision to use idle funds is based on the need for working capital to support business growth, with an estimated potential interest savings of approximately RMB 3.6 million based on the current loan market rate [5] - The use of these funds will not affect the normal progress of the company's investment projects and will not change the intended use of the raised funds [5][7] Group 4: Approval Process - The board and supervisory committee have approved the use of idle funds, and the decision complies with legal and regulatory requirements, thus not requiring shareholder approval [6][7]

希荻微电子集团股份有限公司 关于 2025 年度"提质增效重回报"行动方案的半年度评估 作为基于硅负极锂电池技术开发的 DC-DC 电源管理芯片，HL7603 自 2024 年初上市以来便展现出强劲的市场竞争力。凭借其出色的性能和适配性，该产品 已成功实现向小米、vivo、OPPO、传音、联想等全球知名品牌客户的批量出货， 为其 AI 手机、AI 眼镜等智能终端电子设备提供了强大的长续航支持。在获得行 业头部客户验证的背景下，HL7603 于 2025 年 6 月被评定为"2025 年第一批广 东省名优高新技术产品"，标志着公司在新能源电源管理芯片领域的技术创新成 果获得权威认可。 （二） 内生与外延发展并重，巩固和拓展市场份额 较上年同期增长 102.73%。此外，公司通过积极参加线下展会及论坛活动，如 2025 国际电力电子应用展览会（APEC）、2025 上海慕尼黑电子展、第二十一届上海 国际汽车工业展览会等，展示了技术实力和创新成果，进一步提高了公司品牌知 名度和市场竞争力。 片、端口保护和信号切换芯片的协同效应，进一步增加了与现有客户的合作粘性 并提升了在行业内的知名度。在协同效应的作用下，公司芯片 ...

证券代码：688173 证券简称：希荻微 公告编号：2025-068 希荻微电子集团股份有限公司 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。 根据《上市公司募集资金监管规则》 （以下简称" 《募集资金监管规则》"）以 及《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》（以下 简称"《规范运作》"）等相关规定，希荻微电子集团股份有限公司（以下简称"公 司"）就 2025 年半年度募集资金存放与使用情况作如下专项报告： 一、募集资金基本情况 （一）实际募集资金的金额及到账情况 经中国证券监督管理委员会《关于同意广东希荻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〔2021〕3934 号）同意注册，并经上海证券 交易所同意，公司向社会公众公开发行人民币普通股 4,001 万股，每股面值人民 币 1.00 元，每股发行价为人民币 33.57 元，募集资金总额为人民币 134,313.57 万元，扣除发行费用后的募集资金净额为人民币 122,140.85 万元。上述募集资金 已全部到位，业经普华 ...

Core Viewpoint - The company plans to temporarily use part of its idle raised funds, including oversubscribed funds, to supplement working capital, which is expected to enhance fund utilization efficiency and reduce financial costs [1][5][7]. Fundraising Basic Situation - The company was approved to publicly issue 40,010,000 shares at a price of RMB 33.57 per share, raising a total of RMB 1,343.14 million, with a net amount of RMB 1,221.41 million after deducting issuance costs of RMB 121.73 million [1][2]. Fund Investment Project Situation Fund Investment Project Usage Plan - The raised funds will be allocated to specific investment projects, including high-performance power management chips for consumer electronics and communication devices, and next-generation automotive and industrial power management chips, with a total adjusted investment amount of RMB 581.69 million [2][3]. Fund Usage Situation - As of June 30, 2025, the company will disclose the progress of the fundraising investment projects in a special report on its website [3]. Previous Use of Idle Funds - The company approved the use of up to RMB 200 million of idle raised funds to temporarily supplement working capital, effective from September 22, 2024, to September 21, 2025, for daily operations and business expansion [4][5]. Current Use of Idle Funds Current Plan for Using Idle Funds - The company plans to use up to RMB 200 million of idle raised funds temporarily to supplement working capital, ensuring that the investment plan proceeds normally [5][6]. Reasonableness and Necessity of Using Oversubscribed Funds - The use of idle funds is deemed necessary for supporting business expansion, with an estimated potential interest savings of approximately RMB 3.6 million based on the current one-year loan market quoted rate (LPR) of 3.00% [5][6]. Related Review Procedures - The company’s board and supervisory board approved the use of idle funds, and the review process complies with relevant laws and regulations [6][7]. Special Opinion Statement - The supervisory board supports the use of idle funds, stating it meets operational needs and aligns with shareholder interests, without affecting the normal investment plan [6][7]. Sponsor's Verification Opinion - The sponsor confirms that the decision to use idle funds has followed necessary procedures and complies with relevant regulations, enhancing fund efficiency and supporting business development [7][8].