证券代码：688209 证券简称：英集芯 公告编号：2025-061 深圳英集芯科技股份有限公司 关于第二届董事会第二十四次会议决议公告 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。 表决结果：同意 4 票，反对 0 票，弃权 0 票，关联董事曾令宇先生回避表决。 具体内容详见公司于同日刊登在上海证券交易所网站（www.sse.com.cn）的《深圳 英集芯科技股份有限公司关于调整 2022 年限制性股票激励计划预留授予价格的公告》 （公告编号：2025-062）。 （二）审议《关于作废部分已授予尚未归属的限制性股票的议案》 根据《管理办法》《激励计划》和《公司 2022 年限制性股票激励计划实施考核管 理办法》的相关规定，鉴于本激励计划预留授予激励对象中共 7 名激励对象因个人原 因离职，不再具备激励对象资格；因此作废前述激励对象已获授但尚未归属的限制性 股票合计 2.95 万股，本次作废后本激励计划预留授予激励对象由 133 人调整为 126 人， 预留授予限制性股票数量由 235.85 万股调整为 232.90 万 ...

深圳英集芯科技股份有限公司 深圳英集芯科技股份有限公司（以下简称"公司"）董事会薪酬与考核委员会 依据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证 券法》（以下简称"《证券法》"）、《上市公司股权激励管理办法》（以下简称"《管 理办法》"）、《上海证券交易所科创板股票上市规则》（以下简称"《上市规则》"） 等相关法律、法规及规范性文件和《深圳英集芯科技股份有限公司章程》（以下 简称"《公司章程》"）的有关规定对公司 2022 年限制性股票激励计划（以下简 称"本次激励计划"）预留授予激励对象第二个归属期归属名单进行审核，发表核 查意见如下： 除 7 名激励对象因个人原因离职，不再具备激励对象资格，本次拟归属的 126 名激励对象符合《公司法》《证券法》等法律、法规和规范性文件以及《公 司章程》规定的任职资格，符合《管理办法》《上市规则》等法律、法规和规范 性文件规定的激励对象条件，符合本次激励计划规定的激励对象范围，其作为本 次激励计划激励对象的主体资格合法、有效，激励对象获授的预留授予限制性股 票的第二个归属期归属条件已成就。董事会薪酬与考核委员会同意公司本次激励 计划预留授予部分 ...

Group 1 - Changchuan Technology's stock rose over 7%, reaching a new historical high [1] - Other companies such as Yingji Chip, Shengmei Shanghai, Jingyi Equipment, Zhengfan Technology, and Zhongwei Company also experienced stock increases [1]

Core Viewpoint - The stock of Shenzhen Yingjixin Technology Co., Ltd. increased by 5.12% on September 29, reaching a price of 21.76 CNY per share, with a trading volume of 107 million CNY and a turnover rate of 1.70%, resulting in a total market capitalization of 9.342 billion CNY [1] Company Overview - Shenzhen Yingjixin Technology Co., Ltd. was established on November 20, 2014, and went public on April 19, 2022. The company is located in Tangjiawan Town, Xiangzhou District, Zhuhai City, Guangdong Province. Its main business involves the research and sales of power management and fast charging protocol chips [1] - The revenue composition of the company is as follows: power management accounts for 65.15%, mixed-signal SoC accounts for 22.02%, battery management accounts for 12.33%, and other categories account for 0.49% and 0.01% respectively [1] Fund Holdings - According to data from the top ten heavy stocks of funds, one fund under Guotou Ruijin holds a significant position in Yingjixin. The Guotou Ruijin Specialized and New Quantitative Stock Selection Mixed A Fund (015842) held 56,400 shares in the second quarter, accounting for 1.37% of the fund's net value, ranking as the seventh largest heavy stock [2] - The Guotou Ruijin Specialized and New Quantitative Stock Selection Mixed A Fund (015842) was established on December 5, 2022, with a latest scale of 64.6775 million CNY. Year-to-date, it has achieved a return of 53.64%, ranking 828 out of 8244 in its category; over the past year, it has returned 100.77%, ranking 356 out of 8080; and since inception, it has returned 37.71% [2]

截至6月30日，英集芯股东户数1.37万，较上期减少5.80%；人均流通股21800股，较上期增加6.19%。 2025年1月-6月，英集芯实现营业收入7.02亿元，同比增长13.42%；归母净利润5192.14万元，同比增长 32.96%。 分红方面，英集芯A股上市后累计派现1.71亿元。近三年，累计派现1.55亿元。 机构持仓方面，截止2025年6月30日，英集芯十大流通股东中，香港中央结算有限公司位居第八大流通 股东，持股270.66万股，为新进股东。 9月25日，英集芯跌0.95%，成交额1.65亿元。两融数据显示，当日英集芯获融资买入额3117.58万元， 融资偿还2055.17万元，融资净买入1062.41万元。截至9月25日，英集芯融资融券余额合计1.92亿元。 融资方面，英集芯当日融资买入3117.58万元。当前融资余额1.92亿元，占流通市值的3.08%，融资余额 超过近一年60%分位水平，处于较高位。 融券方面，英集芯9月25日融券偿还4157.00股，融券卖出1000.00股，按当日收盘价计算，卖出金额2.09 万元；融券余量1.42万股，融券余额29.74万元，低于近一年40%分位水平 ...

Core Viewpoint - The company, Yingjixin Technology Co., Ltd., has shown significant growth in revenue and profit, particularly in the automotive electronics and consumer electronics sectors, while also being recognized as a "specialized and innovative" small giant enterprise in China [3][8]. Group 1: Company Overview - Yingjixin was established on November 20, 2014, and went public on April 19, 2022, focusing on the research and sales of power management and fast charging protocol chips [7]. - The company's main business revenue composition includes: 65.15% from power management, 22.02% from mixed-signal SoC, and 12.33% from battery management [7]. - As of June 30, 2025, the company had 13,700 shareholders, a decrease of 5.80% from the previous period, with an average of 21,800 circulating shares per person, an increase of 6.19% [8]. Group 2: Financial Performance - For the first half of 2025, Yingjixin achieved a revenue of 702 million yuan, representing a year-on-year growth of 13.42%, and a net profit attributable to shareholders of 51.92 million yuan, up 32.96% year-on-year [8]. - The company has distributed a total of 171 million yuan in dividends since its A-share listing, with 155 million yuan distributed over the past three years [9]. Group 3: Market Position and Product Development - The company has successfully developed automotive-grade charging chips that meet AEC-Q100 standards, which have been adopted by domestic and international automotive manufacturers and are now in mass production [2]. - Yingjixin's TWS earphone charging case chips provide a highly integrated power solution, supporting deep customization of MCU software, which reduces design complexity and material costs for customers [2]. - The company is recognized as one of the main suppliers of power management and fast charging protocol chips in the consumer electronics market, leveraging its advantages in mobile power and fast charging adapters [2]. Group 4: Stock Performance and Market Activity - On September 24, the stock price of Yingjixin increased by 3.59%, with a trading volume of 236 million yuan and a turnover rate of 3.78%, bringing the total market capitalization to 9.05 billion yuan [1]. - The stock has seen a net outflow of 5.1031 million yuan from major investors, indicating a lack of strong control by major shareholders, with a very dispersed chip distribution [4][5]. - The average trading cost of the stock is 19.79 yuan, with the current price fluctuating between resistance at 21.88 yuan and support at 19.47 yuan, suggesting potential for range trading [6].

Core Viewpoint - The company, Yingjixin Technology Co., Ltd., is actively involved in the development and sales of power management and fast charging protocol chips, with a focus on automotive electronics and consumer electronics markets. Group 1: Company Overview - Yingjixin was established on November 20, 2014, and went public on April 19, 2022, with its headquarters located in Zhuhai, Guangdong Province [7] - The company's main business revenue composition includes: power management (65.15%), mixed-signal SoC (22.02%), battery management (12.33%), and others (0.49%) [7] - As of June 30, 2025, the company had 13,700 shareholders, a decrease of 5.80% from the previous period, with an average of 21,800 circulating shares per person, an increase of 6.19% [8] Group 2: Financial Performance - For the first half of 2025, Yingjixin achieved operating revenue of 702 million yuan, representing a year-on-year growth of 13.42%, and a net profit attributable to shareholders of 51.92 million yuan, up 32.96% year-on-year [8] - The company has distributed a total of 171 million yuan in dividends since its A-share listing, with 155 million yuan distributed over the past three years [9] Group 3: Market Position and Products - The company has successfully developed automotive-grade charging chips that meet AEC-Q100 standards, which have been adopted by domestic and international automotive manufacturers and are in mass production [2] - Yingjixin's TWS earphone charging case chip offers a highly integrated power solution, supporting deep customization of MCU software, which reduces design complexity and material costs for customers [2] - The company is recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, indicating its strong market position and innovation capabilities [3] Group 4: Technical Analysis - The average trading cost of the stock is 19.75 yuan, with the current stock price fluctuating between resistance at 21.88 yuan and support at 19.47 yuan, suggesting potential for range trading [6] - The stock has seen a net outflow of 21.72 million yuan today, with a total net outflow of 73.05 million yuan over the past three days, indicating a lack of strong buying interest from major funds [5]

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of Yingjixin Technology Co., Ltd. on September 18, 2023, indicating a stable market presence with significant financing activities [1] - On September 18, 2023, Yingjixin's stock price decreased by 0.05%, with a trading volume of 303 million yuan. The financing buy-in amount was 43.6964 million yuan, while the financing repayment was 43.0807 million yuan, resulting in a net financing buy of 615,600 yuan [1] - As of September 18, 2023, the total margin balance for Yingjixin was 193 million yuan, accounting for 3.09% of its market capitalization, which is above the 60th percentile level over the past year, indicating a high level of financing [1] Group 2 - Yingjixin's main business revenue composition includes 65.15% from power management, 22.02% from mixed-signal SoC, and 12.33% from battery management, with minor contributions from other segments [1] - As of June 30, 2025, Yingjixin reported a total revenue of 702 million yuan, representing a year-on-year growth of 13.42%, and a net profit attributable to shareholders of 51.9214 million yuan, reflecting a growth of 32.96% [2] - The number of shareholders for Yingjixin decreased by 5.80% to 13,700 as of June 30, 2025, while the average circulating shares per person increased by 6.19% to 21,800 shares [2]

Core Viewpoint - The company, Yingjixin Technology Co., Ltd., is actively involved in the development and sales of power management and fast charging protocol chips, with a focus on automotive electronics and consumer electronics sectors. Group 1: Company Overview - Yingjixin was established on November 20, 2014, and went public on April 19, 2022, with its headquarters located in Zhuhai, Guangdong Province [7] - The company's main business revenue composition includes: 65.15% from power management, 22.02% from mixed-signal SoC, 12.33% from battery management, and 0.49% from other sources [7] - As of June 30, 2025, the company had 13,700 shareholders, a decrease of 5.80% from the previous period, with an average of 21,800 circulating shares per person, an increase of 6.19% [8] Group 2: Financial Performance - For the first half of 2025, Yingjixin achieved a revenue of 702 million yuan, representing a year-on-year growth of 13.42%, and a net profit attributable to shareholders of 51.92 million yuan, up 32.96% year-on-year [8] - The company has distributed a total of 171 million yuan in dividends since its A-share listing, with 155 million yuan distributed over the past three years [9] Group 3: Market Position and Products - The company has successfully developed automotive-grade charging chips that meet AEC-Q100 standards and has begun mass production for domestic and international automotive manufacturers [2] - Yingjixin's TWS earphone charging case chip offers a highly integrated power solution, supporting deep customization of MCU software, which reduces design complexity and material costs for customers [2] - The company is recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, indicating its strong market position and innovation capabilities [3] Group 4: Technical Analysis - The average trading cost of the stock is 19.68 yuan, with recent accumulation activity observed, although the strength of this accumulation is weak; the current stock price is between resistance at 21.88 yuan and support at 19.47 yuan, suggesting potential for range trading [6]

Core Viewpoint - The Chinese Ministry of Commerce has initiated anti-dumping investigations against imported analog chips from the United States, responding to domestic industry applications and aligning with WTO rules. The investigations focus on general interface and gate driver chips, revealing a significant increase in import volume and a drastic decrease in import prices, which have negatively impacted domestic sales prices and operations [1][2][4]. Group 1: Market Overview - The global semiconductor market reached $346 billion in the first half of 2025, marking an 18.9% year-on-year growth, with analog chips growing by 4% [4]. - In the A-share market, the semiconductor industry reported revenues of 321.2 billion yuan and a net profit of nearly 24.5 billion yuan, reflecting a year-on-year growth of approximately 30% [4]. - The demand for analog chips, particularly in mobile fast charging and power management, is significantly increasing, with domestic products rapidly capturing market share [4]. Group 2: Company Performance - Companies like Xilin Micro and Chipone reported substantial revenue growth, with Xilin Micro achieving a 36.83% increase and a 131.25% rise in net profit [6]. - Chipone's revenue grew by 40.32%, with net profit increasing by 106.02%, driven by new product categories and market expansion [7]. - Jiewa Tech reported a 58.2% revenue increase, primarily from power and signal chain chips, with a total revenue of 11.87 billion yuan [7]. Group 3: Profitability and Margins - The analog chip industry's gross margin improved, with the median gross margin rising from 34.72% in Q1 to 35.05% in Q2 of 2025 [11]. - Leading companies like Saimo Micro and Shengbang Co. maintain gross margins above 50%, showcasing their competitive advantage in the market [11]. - Companies such as Naxin Micro and Aiwai Electronics reported significant improvements in gross margins due to high-value product offerings and operational efficiencies [12][13]. Group 4: Inventory Management - The inventory turnover days for most analog chip companies decreased significantly in 2025 compared to 2024, indicating improved inventory management efficiency [16]. - Companies like Jiewa Tech and Xilin Micro saw their inventory turnover days reduced by over 100 days, reflecting enhanced operational performance [16]. Group 5: Mergers and Acquisitions - The anti-dumping investigations have prompted domestic analog chip companies to pursue mergers and acquisitions to enhance their technological capabilities and market presence [17][19]. - Recent acquisitions include Biyimei's purchase of Shanghai Xingan Semiconductor for approximately 295 million yuan and Jingfeng Mingyuan's acquisition of Yichong Technology for 3.283 billion yuan [18][19]. - These strategic moves aim to consolidate resources, fill technological gaps, and improve competitiveness against international giants [19].