我是芯片超人花姐，入行20年，有50W+芯片行业粉丝。 有很多不方便公开发公众号的， 关于芯片买卖、关于资 源链接等， 我会分享在朋友圈 。 扫码加我本人微信 近两个月，充电宝行业集体爆雷，电芯故障频发，曾经的销量王者罗马仕也从高位陡然滑落。罗马 仕、倍思、绿联、安克、酷态科等多个头部品牌的3C认证相继被暂停。充电宝行业低价换市场的 打法，虽然短期内带来了销量，但也在成本最高的电芯环节埋下了隐患，事故引发的风波集中爆 发。 虽然这些事故多集中在电芯层面，但电路板上的芯片其实也承担着重要的安全防护作用。你可能会 好奇： 一个充电宝里，到底用了哪些芯片？它们分别是干什么的？而在这个体量不小的千亿级下 游市场中，又有哪些芯片厂商撑起了供应链，分得了一杯羹？ 01 千亿级市场 背后的芯片产业链 充电宝 （移 动电 源） 的功能这几年可谓越来越"卷" ， 不光要容量大、支持快充，还要兼容多种 设备、多种协议， 甚至有无线充， 最好还能轻薄好看，随身带着也不累。在出门、旅行这些移动 场景下，充电宝早 已经成为 刚需，不仅需求很稳，而且基本上每两三年就会换新。 按照 电池类型、容量大小、接口数量和充电技术的不同，充电宝呈现 ...

半导体供应链自主可控加速，设备和材料厂商二季度签单与业绩增长显 著，存储、模拟、MCU 等领域持续回暖，SoC 公司业绩指引强劲，反 映需求端旺盛。 6 月全球半导体股票表现优异，深万指数领涨，手机、PC、可穿戴设备 需求稳定，小米 AI 眼镜市场反响良好，服务器需求持续增长，新华为营 收同环比均增长。 汽车市场平稳增长，小米新车销量超预期，手机链库存稳定，PC 库存调 整空间收窄，功率半导体厂商库存逐步好转，台积电维持资本开支，中 芯国际和华虹扩产稳步进行。 DDR4 价格快速上涨后动能减弱，部分型号与 DDR5 倒挂，推动 DDR5 应用，4 月全球半导体销售额同比增长超 20%，中国和美洲地区增长较 快。 国产 GPU 厂商如沐曦、摩尔线程取得进展，龙芯发布全自主服务器 CPU，瑞芯微和乐鑫业绩稳健，MCU 市场多领域恢复，二季度后下游需 求温和复苏。 Q&A 半导体行业：代工设备材料等板块自主可控提速，存储 SoC 等领域持续复苏 20250708 摘要 请您介绍一下半导体行业在二季度的整体表现及未来预期。 二季度以来，国内半导体芯片制造领域尤其是代工和算力芯片方面，尽管受到 美国出口管制的持续高压态 ...

公司公告汇总 英集芯关于向金融机构申请综合授信额度的公告：公司及全资子公司拟向银行等金融机构申请总额不超 过人民币7亿元的综合授信额度，授信业务包括但不限于流动资金贷款、固定资产贷款、知识产权质押 贷款、法人账户透支、项目贷款、承兑汇票、保函、信用证、票据贴现等综合业务。授信额度有效期为 自本次董事会审议通过之日起12个月内，可以在不同银行间进行调整。 英集芯关于以集中竞价交易方式回购公司股份的进展公告：截至2025年6月30日，公司已累计回购股份 107000股，占公司总股本的比例为0.02%，回购成交的最高价为15.06元/股，最低价为15.01元/股，已支 付的总金额为人民币1609670元。回购方案实施期限为2025年2月25日到2026年2月24日，预计回购金额 1000万元到1500万元，回购用途为用于员工持股计划或股权激励。 截至2025年7月4日收盘，英集芯（688209）报收于17.64元，较上周的17.63元上涨0.06%。本周，英集 芯6月30日盘中最高价报19.54元。7月4日盘中最低价报17.56元。英集芯当前最新总市值75.73亿元，在 半导体板块市值排名108/161，在两市A股 ...

Core Points - The company, Shenzhen Yingjixin Technology Co., Ltd., has approved a proposal to apply for a comprehensive credit limit of up to RMB 700 million from financial institutions [1][2] - The credit facilities will include various types of loans such as working capital loans, fixed asset loans, and intellectual property pledge loans [1] - The credit limit is valid for 12 months from the date of board approval and can be used on a rolling basis among different banks [2] Summary by Categories - **Credit Limit Details** - The total credit limit sought is RMB 700 million, which includes various financing options [1] - The specific types of credit facilities will be determined based on the final approval from financial institutions [1] - **Operational Flexibility** - The company will determine the actual financing amount based on operational needs, with specific terms to be outlined in contracts [2] - The board has authorized the chairman or designated representatives to approve asset pledges within the credit limit [2] - **Legal and Administrative Aspects** - The board has also authorized the chairman or designated representatives to sign relevant legal documents with banks regarding the credit limit [2]

Summary of the Conference Call for 英集芯 Company Overview - 英集芯 is focused on high-performance, high-quality analog-digital mixed chips, primarily in power management and fast charging protocol sectors [3][4]. Financial Performance - In 2020, 英集芯 achieved revenue of 1.43 billion CNY and a net profit of 124 million CNY [2][3]. - For Q1 2025, revenue was 306 million CNY with a net profit of 20 million CNY, with expectations for Q2 revenue to grow both year-on-year and quarter-on-quarter, targeting an annual growth rate of around 20% [2][3]. Product Structure - The product structure includes: - Mobile power products: ~30% - Fast charging protocol chips: ~26%-27% - TWS wireless Bluetooth earphone cases: ~10% - Automotive-grade products: ~11%-12% - BMS: ~7%-8% - Wireless charging: ~5%-6% [2][6]. Market Trends and Regulations - The new 3C certification for power banks is expected to drive a significant market refresh, enhancing average selling prices (ASP) and sales volume [5][10][26]. - The market for power banks is projected to see a surge in demand due to the new regulations, with a potential increase in orders and a shift towards higher-priced products [11][26]. Competitive Position - 英集芯 holds a competitive edge in the TWS earphone charging case market and is exploring opportunities in the AI glasses sector, although the market is not yet fully developed [4][12]. - The company has made significant progress in automotive-grade products, with revenue exceeding 100 million CNY and partnerships with major automotive brands [14][15]. Future Outlook - The company is optimistic about performance in the second half of 2025, driven by new product launches and increased production capacity expected to come online by Q3 or Q4 [27][28]. - 英集芯 is not migrating production overseas but is expanding domestic capacity to reduce costs and improve margins [28]. Industry Dynamics - The smartphone industry is undergoing changes, with fast charging technology and power management being critical areas for user experience improvement [25]. - The 3C certification is expected to enhance consumer focus on safety and quality in the power bank market, potentially leading to a shift towards higher-quality products [26]. Investment Considerations - 英集芯 is positioned as a leader in its niche market, with a positive outlook for future growth amid improving semiconductor demand [29]. Investors are encouraged to monitor the company's developments closely.

Summary of Key Points Core Viewpoint - The company, Yingjixin, has announced adjustments to its share repurchase plan and its 2024 annual dividend distribution, reflecting its ongoing financial strategies and shareholder engagement. Group 1: Share Repurchase and Price Adjustment - Yingjixin has adjusted the upper limit for its share repurchase price from RMB 27.00 per share to RMB 26.91 per share, effective from June 19, 2025 [1] - The total amount allocated for the share repurchase is between RMB 10 million and RMB 15 million, with a repurchase period of 12 months from the board's approval date [1] Group 2: Dividend Distribution - The company plans to distribute a cash dividend of RMB 0.90 per 10 shares (including tax) to all shareholders, with the record date set for June 18, 2025, and the payment date on June 19, 2025 [2] - The total number of shares eligible for the dividend distribution is 425,350,498 shares, resulting in a total cash dividend payout of approximately RMB 38.28 million [2] - Each share will receive a cash dividend of approximately RMB 0.0892 [2] Group 3: Regulatory Compliance - Huatai United Securities has conducted a review of Yingjixin's differentiated dividend distribution and confirmed its compliance with relevant laws and regulations, ensuring no harm to the interests of the company and its shareholders [2][4]

Core Viewpoint - Shenzhen Yingjixin Technology Co., Ltd. announced a cash dividend of RMB 0.0900 per share for the 2024 fiscal year, approved at the annual shareholders' meeting on May 21, 2025 [1][12]. Distribution Plan - The cash dividend distribution is based on the total share capital after deducting shares held in the company's repurchase account, resulting in a total of 425,350,498 shares eligible for distribution [4][15]. - The company will not conduct capital reserve transfers or issue bonus shares as part of this distribution [3][12]. Dividend Calculation - The total cash dividend to be distributed amounts to RMB 38,281,544.82 (including tax) [4]. - The reference price for ex-dividend trading will be calculated as the previous closing price minus the cash dividend per share, which is approximately RMB 0.0892 per share [4][18]. Taxation Details - For individual shareholders holding unrestricted shares for over one year, the dividend income is exempt from personal income tax [6][7]. - For shares held for less than one year, the tax will be calculated upon transfer of the shares, with the company not withholding tax at the time of distribution [6][8]. - For foreign institutional investors, a 10% withholding tax will apply, resulting in a net dividend of RMB 0.0810 per share [9][10]. Share Repurchase Price Adjustment - The maximum repurchase price has been adjusted from RMB 27.00 to RMB 26.91 per share, effective from June 19, 2025, due to the cash dividend distribution [13][17]. - The adjustment formula considers the cash dividend and the change in the number of circulating shares, which remains unchanged in this case [16][18].

Core Viewpoint - The company, Shenzhen Yingjixin Technology Co., Ltd., is undergoing a differentiated dividend distribution for the year 2024, which involves a share buyback plan and specific cash dividend proposals [1][2][6]. Group 1: Share Buyback Plan - The company has approved a share buyback plan using its own funds, with a maximum buyback price set at 24.00 RMB per share, and the total buyback amount not less than 1.5 million RMB and not exceeding 2 million RMB [1][2]. - The total buyback fund has been increased to a range of 50 million RMB to 100 million RMB, with a maximum buyback price of 27.00 RMB per share [2]. Group 2: Dividend Distribution - The company plans to distribute a cash dividend of 0.90 RMB per 10 shares (including tax) to all shareholders, without capital reserve conversion to share capital or issuing bonus shares [3][6]. - The total number of shares eligible for the dividend distribution is calculated to be 425,350,498 shares, resulting in a total cash dividend payout of approximately 38.28 million RMB (including tax) [3][6]. Group 3: Impact on Share Price - The reference price for ex-dividend is calculated based on the last closing price before the dividend distribution, which is 17.5700 RMB per share [5]. - The impact of the ex-dividend reference price is minimal, with an absolute value of less than 1% [6].

Core Viewpoint - The company Shenzhen Yingjixin Technology Co., Ltd. has announced a differentiated cash dividend plan for the fiscal year 2024, which was approved at the annual shareholders' meeting on May 21, 2025 [1][2]. Dividend Distribution Plan - The company plans to distribute a cash dividend of 0.90 yuan per 10 shares (including tax) to all shareholders, without capital reserve conversion into shares or issuing bonus shares [2][3]. - The total number of shares eligible for the dividend distribution is adjusted based on the total share capital minus the shares held in the company's repurchase account [2][3]. - The total share capital of the company is 429,331,405 shares, with 425,350,498 shares participating in the distribution, resulting in an adjusted cash dividend of approximately 0.0892 yuan per share [3]. Relevant Dates - The key dates for the dividend distribution are as follows: - Record date for dividend entitlement - Ex-dividend date - Cash dividend payment date [3]. Tax Implications - For individual shareholders holding unrestricted shares for over one year, the cash dividend is exempt from personal income tax, resulting in a net distribution of 0.0900 yuan per share [5][6]. - For shares held for less than one year, the tax implications vary, with a 20% tax rate for holdings of one month or less, and a 10% tax rate for holdings between one month and one year [5][6]. - For foreign institutional investors, a 10% withholding tax applies, leading to a net cash dividend of 0.0810 yuan per share [6]. Implementation of Dividend Distribution - The company will distribute dividends through China Securities Depository and Clearing Corporation Limited, Shanghai Branch, to shareholders registered on the record date [4]. - Shareholders who have not completed designated transactions will have their dividends held until the transaction is completed [4].

证券代码：688209 证券简称：英集芯 公告编号：2025-049 深圳英集芯科技股份有限公司 2024年年度权益分派实施公告 本公司董事会及全体董事保证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： 每股现金红利0.0900元 相关日期 | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/6/18 | 2025/6/19 | 2025/6/19 | 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经公司2025 年 5 月 21 日的2024年年度股东大会审议通过。 二、 分配方案 1. 发放年度：2024年年度 2. 分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东（深 圳英集芯科技股份有限公司回购专用证券账户除外）。 根据《中华人民共和国公司法》《中华人民共和国证券法》《上海证券交易所 上市公司自律监管指引第 7 号——回购股份》等相关法律、行政法规、部门规 ...