Core Viewpoint - Dongwei Semiconductor (688261.SH) reported a significant increase in revenue and net profit for the first three quarters of 2025, indicating strong business performance and growth potential [1] Financial Performance - The total operating revenue for the first three quarters reached 964 million yuan, representing a year-on-year growth of 41.6% [1] - The net profit attributable to shareholders was 48.55 million yuan, showing a year-on-year increase of 58.46% [1] - The basic earnings per share were reported at 0.4 yuan [1]

Core Insights - Dongwei Semiconductor reported a revenue of 347,791,495.09 yuan for Q3 2025, representing a year-on-year growth of 33.26% [1] - The net profit attributable to shareholders of the listed company was 20,968,663.18 yuan, showing a year-on-year increase of 53.09% [1]

证券代码：688261 证券简称：东微半导 公告编号：2025-049 苏州东微半导体股份有限公司 关于 2025 年第三季度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。 一、计提减值准备的情况概述 苏州东微半导体股份有限公司（以下简称"公司"）根据《企业会计准则》 和会计政策、会计估计的相关规定，为客观、公允地反映公司截至 2025 年 9 月 30 日的财务状况和 2025 年第三季度的经营成果，公司及下属子公司对截至 2025 年 9 月 30 日合并报表范围内相关信用及资产进行了充分的评估和分析，本着谨 慎性原则，公司对相关信用及资产进行了减值测试并计提了相应的减值准备。 2025 年第三季度公司计提各类信用及资产减值准备共计 5,943,632.83 元， 具体情况如下： 单位：元 币种：人民币 | 项目 | 资产名称 | 2025 年第三季度计提金额 (损失以"-"填列） | | --- | --- | --- | | 信用减值损失 | 应收账款坏账损失 | 181,884.59 | ...

Financial Performance - The company's revenue for Q3 2025 reached ¥347,791,495.09, representing a year-on-year increase of 33.26%[3] - The total profit for the period was ¥21,965,080.55, reflecting a significant increase of 58.70% compared to the same period last year[3] - Net profit attributable to shareholders was ¥20,968,663.18, up by 53.09% year-on-year[3] - The net profit after deducting non-recurring gains and losses surged by 304.70% to ¥10,656,782.25[3] - The total profit for the year-to-date period reached 71.73 million, driven by demand recovery in various sectors including industrial and automotive applications[9] - The net profit attributable to shareholders for the current reporting period was 53.09 million, with a year-to-date net profit of 58.46 million, reflecting a continuous increase in revenue and gross margin[9] - The net profit attributable to shareholders, excluding non-recurring gains and losses, was 304.70 million for the current period, with a year-to-date figure of 374.48 million, marking a growth of 77.37% year-on-year[9] - The company achieved a net profit of 2,676.16 million for Q3 2025, a significant increase of 95.39% compared to the same period last year[9] - The net profit attributable to shareholders, excluding non-recurring gains and losses, for the year-to-date period was 2,617.67 million, up 509.33% year-on-year[9] - Net profit for the first three quarters of 2025 was ¥40.90 million, representing a 33.5% increase from ¥30.64 million in 2024[24] Research and Development - The company's R&D investment totaled ¥23,191,821.76, an increase of 45.77% compared to the same period last year, accounting for 6.67% of revenue[4] - Research and development expenses for the current period totaled 45.77 million, reflecting increased investment in advanced product development and related costs[9] - Research and development expenses for the first three quarters of 2025 amounted to ¥65.42 million, up from ¥54.69 million in 2024, indicating a focus on innovation[23] Shareholder Information - The total number of ordinary shareholders at the end of the reporting period was 12,628, indicating a broad shareholder base[11] - The top ten shareholders collectively hold significant stakes, with the largest shareholder owning 12.10% of the shares[12] - The company has implemented a 2025 Restricted Stock Incentive Plan, granting a total of 1,837,971 shares, which represents 1.50% of the company's total share capital as of the announcement date[14] - As of the end of the reporting period, the company has completed the registration of 456,327 shares of the first category of restricted stock for 117 incentive recipients, with a grant price of 21.77 RMB per share[15] Assets and Liabilities - Total assets at the end of the reporting period were ¥3,153,923,941.61, a 1.74% increase from the end of the previous year[4] - The company's total liabilities as of September 30, 2025, were 215,684,021.24 RMB, compared to 200,139,616.66 RMB at the end of 2024[20] - The company's total equity attributable to shareholders as of September 30, 2025, was 2,949,253,439.08 RMB, up from 2,899,743,730.12 RMB at the end of 2024[21] - The company's cash and cash equivalents as of September 30, 2025, were 988,326,097.07 RMB, a decrease from 2,084,185,195.71 RMB at the end of 2024[18] - The company's inventory as of September 30, 2025, was 542,183,941.36 RMB, an increase from 360,602,241.41 RMB at the end of 2024[19] - The company's accounts receivable as of September 30, 2025, were 181,963,295.15 RMB, compared to 162,944,347.08 RMB at the end of 2024[18] Cash Flow - The company reported a net cash flow from operating activities of -¥211,966,422.19 for the year-to-date[3] - The net cash flow from operating activities for the current period was impacted by increased sales scale and cash payments for purchases and services[9] - Cash flow from operating activities for the first three quarters of 2025 showed a net outflow of ¥211.97 million, worsening from a net outflow of ¥7.72 million in 2024[27] - Cash inflow from investment activities in the first three quarters of 2025 was ¥7.20 billion, a substantial increase from ¥3.55 billion in 2024[27] - Cash outflow from investment activities for the first three quarters of 2025 totaled ¥8.12 billion, compared to ¥4.72 billion in 2024, indicating increased investment activity[27] - Net cash flow from financing activities for the first three quarters of 2025 was ¥35.40 million, a recovery from a net outflow of ¥63.15 million in 2024[27] Earnings Per Share - The basic earnings per share for the period was ¥0.17, a 54.55% increase year-on-year[4] - The basic earnings per share for the current period was 54.55, while the diluted earnings per share for the year-to-date period was 60.00, indicating improved profitability[9] - Basic and diluted earnings per share for the first three quarters of 2025 were both ¥0.40, compared to ¥0.25 in the same period of 2024, reflecting a 60% increase[25] Accounting Changes - The company will implement new accounting standards starting from 2025, which will involve adjustments to the financial statements at the beginning of the year[28] Announcement - The announcement was made by the board of Suzhou Dongwei Semiconductor Co., Ltd. on October 29, 2025[29]

Group 1 - The core viewpoint of the news is the performance and market position of Dongwei Semiconductor, which saw a stock price increase of 5.05% to 74.95 CNY per share, with a total market capitalization of 9.187 billion CNY [1] - Dongwei Semiconductor, established on September 12, 2008, and listed on February 10, 2022, focuses on high-performance power device research and sales, primarily in the industrial and automotive sectors [1] - The company's main business revenue composition includes power semiconductor products at 95.24%, wafers at 4.72%, and others at 0.04% [1] Group 2 - From the perspective of fund holdings, HSBC Jintrust Fund has a significant position in Dongwei Semiconductor, with its HSBC Jintrust Innovation Pioneer Fund (011077) holding 86,000 shares, accounting for 4.92% of the fund's net value [2] - The fund has generated an estimated floating profit of approximately 309,600 CNY today [2] - The HSBC Jintrust Innovation Pioneer Fund was established on March 16, 2021, with a current scale of 72.0885 million CNY and has achieved a year-to-date return of 29.38% [2]

Core Viewpoint - The third-generation semiconductor sector experienced a strong rally, with an average daily increase of 2.01% [1] Company Performance - Qianzhao Optoelectronics rose by 4.41% [1] - Dongwei Semiconductor increased by 3.90% [1] - Yaguang Technology saw a rise of 3.45% [1] - Chiplink Integrated-U gained 3.18% [1] - Hitec High-tech grew by 3.12% [1]

证券代码：688261 证券简称：东微半导 公告编号：2025-048 苏州东微半导体股份有限公司 关于 2025 年限制性股票激励计划第一类限制性股票预留 部分授予结果公告 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： ● 第一类限制性股票登记日：2025 年 10 月 16 日 ● 第一类限制性股票登记数量：22,059 股 根据中国证券监督管理委员会《上市公司股权激励管理办法》、上海证券交 易所、中国证券登记结算有限责任公司上海分公司有关业务规则的规定，苏州东 微半导体股份有限公司（以下简称"公司"或"本公司"）已于近日完成了公司 2025 年限制性股票激励计划（以下简称"本激励计划"）第一类限制性股票预留 部分的授予登记工作，现将有关情况说明如下： 一、第一类限制性股票授予情况 （一）本激励计划第一类限制性股票授予情况 公司根据 2025 年第一次临时股东会的授权，于 2025 年 9 月 9 日召开了第二 届董事会第十五次会议，审议通过了《关于向公司 2025 年限制性股票激励计划 激励对象授予 ...

Core Viewpoint - The company is optimistic about the automotive-grade market and is committed to investing resources in the development and validation of automotive-grade products to enhance product launch speed and quantity [1] Group 1: Company Products and Applications - The company’s products, including MOSFET, IGBT, SiC, and power modules, have been widely applied in the automotive sector and have gained recognition from many well-known enterprises [1] - The company is a major domestic supplier for automotive-grade and industrial-grade applications, focusing on expanding its product offerings in core automotive areas such as main drive control, body domain control, motor control, and air conditioning compressor control [1] Group 2: Market Strategy and Future Outlook - The company plans to actively monitor domestic and international market changes while steadily advancing the research and development of its main products, including automotive-grade products, to seize market opportunities and enhance supply capabilities [1] - The company aims to increase its market share in the automotive-grade sector through continuous technological iteration and product development [1]

中国国际金融股份有限公司 关于苏州东微半导体股份有限公司 增加 2025 年度日常关联交易预计额度的核查意见 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）作为苏州 东微半导体股份有限公司（以下简称"东微半导"或"公司"）首次公开发行股票并 在科创板上市的保荐机构，根据《证券发行上市保荐业务管理办法》《上海证券 交易所科创板股票上市规则》等相关法律法规和规范性文件的要求，对东微半导 增加 2025 年度日常关联交易预计额度的事项进行了核查，具体核查情况如下： 一、日常关联交易基本情况 （一）日常关联交易履行的审议程序 公司于 2024 年 12 月 10 日召开的第二届董事会第七次会议、第二届监事会 第七次会议、第二届董事会 2024 年第一次独立董事专门会议、第二届董事会审 计委员会第六次会议及 2024 年 12 月 26 日召开的 2024 年第一次临时股东大会分 别审议通过了《关于 2025 年度日常性关联交易预计的议案》，关联董事和关联 股东均已回避表决，出席会议的非关联董事、非关联监事及非关联股东一致表决 同意该议案。 公司于 2025 年 9 月 30 日召开第二届董事会第十六次 ...

中国国际金融股份有限公司 关于苏州东微半导体股份有限公司 部分募投项目结项并将节余募集资金永久补充流动资 金的核查意见 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）作为苏州东 微半导体股份有限公司（以下简称"东微半导"或"公司"）首次公开发行股票并在科 创板上市的持续督导保荐机构，根据《证券发行上市保荐业务管理办法》《上市公 司募集资金监管规则》《上海证券交易所科创板股票上市规则》《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》等有关规定，对东微半导部分募 投项目结项并将节余募集资金永久补充流动资金事项进行了审慎的核查，具体核查 情况如下： 一、募集资金基本情况 根据中国证券监督管理委员会《关于同意苏州东微半导体股份有限公司首次公 开发行股票注册的批复》（证监许可〔2021〕4040 号），同意公司首次公开发行股票 的注册申请。并经上海证券交易所同意，公司首次向社会公众公开发行人民币普通 股（A 股）股票 16,844,092 股，本次发行价格为每股人民币 130.00 元，募集资金 总额为人民币 2,189,731,960.00 元，扣除保荐承销费 155,127,21 ...