证券代码：688279 证券简称：峰岹科技 公告编号：2024-055 峰岹科技（深圳）股份有限公司 股东减持股份结果公告 本公司董事会、全体董事及相关股东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： 股东持股的基本情况 本次减持计划实施前，峰岹科技（深圳）股份有限公司（以下简称"公司"） 股东微禾创业投资（珠海横琴）有限公司（以下简称"微禾"）持有公司 2,657,080 股，占公司总股本的 2.8768%，股份来源为公司首次公开发行前取得的股份，已 于 2023 年 4 月 20 日起上市流通。股东微禾与通过峰岹科技（香港）有限公司间 接持股的 ZHANG QUN 构成一致行动关系，合计直接和间接持有公司 6.2309%的股 份。 减持计划的实施结果情况 注：通过峰岹科技（香港）有限公司间接持有公司 3.3541%股权的自然人 ZHANG QUN 和微禾持股 100%股东彭瑞涛系夫妻关系，ZHANG QUN 担任微禾的执行董事兼总经理， ZHANG QUN 与微禾之间构成一致行动人，合计直接和间接持有公司 6.2309% ...

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。 证券代码：688279 证券简称：峰岹科技 公告编号：2024-054 峰岹科技（深圳）股份有限公司 关于签订募集资金专户存储三方监管协议的公告 一、 募集资金基本情况 经中国证券监督管理委员会《关于同意峰岹科技（深圳）股份有限公司首次 公开发行股票注册的批复》（证监许可[2022]457 号）并经上海证券交易所同意， 峰岹科技（深圳）股份有限公司（以下简称"公司"）首次向社会公众公开发行 人民币普通股（A 股）2,309.0850 万股，发行价格为人民币 82 元/股，募集资金 总额为人民币 189,344.97 万元，扣除发行费用合计人民币 16,498.79 万元（不含 增值税）后，实际募集资金净额为人民币 172,846.18 万元。上述募集资金已于 2022 年 4 月 15 日到位。大华会计师事务所（特殊普通合伙）对本次发行募集资 金的到账情况进行了审验，并出具大华验字[2022] 000195 号《验资报告》。公司 对募集资金采取了专户存储制度，并由公司/公司及 ...

证券代码：688279 证券简称：峰岹科技 2024 年 9 月 12 日 峰岹科技（深圳）股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | --- | |-----------------------|-------------------------------------------------------------------------|-------------------------------|----------------------------------------------|---------------------------------------------------------------| | 投资者关系 \n活动类别 | ■特定对象调研 \n□媒体采访 \n□新闻发布会 \n□现场参观 \n□网络会议 | □路演活动 \n□电话会议 \n□其他 | □分析师会议 \n■业绩说明会 | | | | 国泰基金 | 富国基金 | 泰康资产 | 易方达基金 | | | | | | | | | 宝盈基金 | 嘉实基金 | 泰信基金 | 汇 ...

证券代码：688279 证券简称：峰岹科技 公告编号：2024-053 峰岹科技（深圳）股份有限公司 关于股份回购实施结果暨股份变动的公告 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、准确性和完整性承担法律责任。 重要内容提示： | 回购方案首次披露日 | 2024/1/12 | | --- | --- | | 回购方案实施期限 | 公司董事会审议通过后 12 个月 | | 预计回购金额 | 万元 2,000 万元~3,000 | | 回购价格上限 | 177.39 元/股 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 实际回购股数 | 万股 19.3 | | 实际回购股数占总股本比例 | 0.2090% | | 实际回购金额 | 万元 2,001.86 | | 实际回购价格区间 | 82.99 元/股~115.12 元/股 | 一、回购审批情况和回购方案内容 （三）本次股份回购过程中，公司严格按照相关法律、法规的规定回购股份， 符合《上海证券交易所上市公司自律 ...

海通证券股份有限公司关于峰岹科技（深圳）股份有限公司 2024 年半年度跟踪报告 | 保荐机构名称：海通证券股份有限公司 | 被保荐公司简称：峰岹科技 | | --- | --- | | 保荐代表人姓名：严胜、孙允孜 | 被保荐公司代码：688279 | 重大事项提示 经中国证券监督管理委员会《关于同意峰岹科技（深圳）股份有限公司首次 公开发行股票注册的批复》（证监许可〔2022〕457 号）同意注册，峰岹科技（深 圳）股份有限公司（以下简称"上市公司"、"公司"或"发行人"）首次公开 发行股票 23,090,850 股，每股面值人民币 1 元，每股发行价格人民币 82.00 元， 募集资金总额为人民币 189,344.97 万元，扣除发行费用后，实际募集资金净额为 人民币 172,846.18 万元。本次发行证券已于 2022 年 4 月 20 日在上海证券交易所 科创板上市。海通证券股份有限公司（以下简称"保荐机构"或"海通证券"） 担任其持续督导保荐机构，持续督导期间为 2022 年 4 月 20 日至 2025 年 12 月 31 日。 在 2024 年 1 月 1 日至 2024 年 6 月 30 ...

重要内容提示： 证券代码：688279 证券简称：峰岹科技 公告编号：2024-051 峰岹科技（深圳）股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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、准确性和完整性承担法律责任。 根据《上市公司股份回购规则》《上海证券交易所上市公司自律监管指引第 7 号——回购股份》等相关规定，上市公司应当在每个月的前 3 个交易日内公告截 至上月末的回购进展情况。现将公司回购股份的进展情况公告如下： 截至 2024 年 8 月 31 日，公司通过上海证券交易所交易系统以集中竞价交易 方式累计回购公司股份 17.30 万股，已回购股份占公司总股本的比例为 0.1873%， 回购成交的最高价为 115.12 元/股，最低价为 82.99 元/股，已支付的资金总额为人 民币 1,792.99 万元（不含交易佣金、过户费等交易费用）。 上述回购股份符合相关法律法规的规定及公司的回购股份方案。 三、 其他事项 | 回购方案首次披露日 | 2024/1/12 | | --- | --- | | 回购方案实施期限 | 公司 ...

峰岹科技（深圳）股份有限公司 证券代码：688279 证券简称：峰岹科技 公告编号：2024-052 关于参加 2024 年半年度集体业绩说明会的公告 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： （http://roadshow.sseinfo.com/） 会议召开方式：网络文字互动方式 投资者可于 2024 年 9 月 10 日（星期二）16:00 前将需要了解与关注的问题通 过电子邮件的形式发送至公司邮箱（ir@fortiortech.com），公司将在业绩说明会 上对投资者普遍关注的问题进行回答。 峰岹科技（深圳）股份有限公司（以下简称"公司"）已于 2024 年 8 月 21 日发布公司 2024 年半年度报告，为便于广大投资者更全面深入地了解公司 2024 年半年度经营成果、财务状况，公司拟参与由上海证券交易所主办的"2024 年半 年度科创板芯片设计专场集体业绩说明会"，此次活动将采用网络文字互动的方 式举行，投资者届时可登录上海证券交易所上证路演中心 （http://roadshow.ss ...

Investment Rating - The report assigns a "Buy" rating for the company, Peakai Technology (688279.SH), marking its first coverage in the sector [1]. Core Insights - The company is positioned as a high-performance motor drive control chip provider, with growth driven by terminal penetration and domestic substitution. It has established a strong market presence in the BLDC motor sector and is expanding into new applications [4][6]. Summary by Sections Company Fundamentals - Peakai Technology, founded in 2010, specializes in the design of high-performance BLDC motor drive control chips and has evolved into a system-level service provider. Its product range includes all key chips for motor drive control, providing specialized chip products, compatible architecture algorithms, and motor structure design solutions [8][10]. - The company has a healthy financial status with steady performance improvements, supported by high-performance products that ensure high profitability. The ownership structure is relatively stable, emphasizing technology and shared growth through equity incentives [15][19]. Industry Trends - The BLDC drive control chip market is experiencing steady growth, driven by energy efficiency trends and expanding applications. The market is expected to grow at a compound annual growth rate (CAGR) of approximately 6.6% from 2024 to 2030, with a projected market size of $30.86 billion by 2030 [37][41]. - Key application areas include small appliances, white goods, electric tools, and automotive electronics, with significant growth potential in emerging fields such as humanoid robots and automotive electronics [32][41]. Competitive Advantages - The company possesses core advantages in chip technology, motor drive architecture, and motor technology, which support its long-term development. The increasing penetration rate of BLDC motors and domestic substitution trends are expected to enhance market share in traditional application areas [4][19]. - The company maintains a high gross margin across its product lines, with the motor control chip (MCU) being the primary profit contributor, accounting for approximately 64% of gross profit in the first half of 2024 [19][22]. Financial Performance - The company reported a revenue of 2.82 billion yuan in the first half of 2024, representing a year-on-year growth of 58%. The net profit attributable to shareholders for the same period was 1.2 billion yuan, up 47% year-on-year [15][17]. - The overall gross margin has improved from 44.66% in 2018 to 53.47% in the first half of 2024, reflecting effective cost control and increased sales scale [22][24]. Management and Governance - The company's ownership structure is stable, with key management holding significant shares, ensuring efficient decision-making. The management team has extensive technical expertise, with a focus on innovation and long-term growth [26][30].

Investment Rating - The report upgrades the investment rating to "Buy" based on the company's strong performance and future growth potential [2][4]. Core Views - The company reported a significant revenue increase of 57.78% year-on-year for H1 2024, reaching 282 million yuan, and a net profit increase of 46.68%, amounting to 122 million yuan [1]. - The growth is attributed to the expanding applications in the white goods, industrial, and automotive sectors, aligning with the company's long-term development strategy [1]. - The company's cost control is effective, with a decrease in expense ratios, although gross and net profit margins are under short-term pressure [1]. - The company is a leader in domestic BLDC driver control chips, competing with international firms like TI, and has several competitive advantages in technology and product design [1]. Financial Performance Summary - For 2024-2026, the company is expected to achieve revenues of 585 million, 768 million, and 989 million yuan, with year-on-year growth rates of 42.3%, 31.3%, and 28.7% respectively [2][3]. - The projected net profits for the same period are 246 million, 317 million, and 405 million yuan, with growth rates of 40.7%, 28.9%, and 27.6% respectively [2][3]. - The report indicates a PE ratio of 28.8x for 2025, reflecting the company's anticipated high growth phase [2]. Product and Market Position - The company has a strong product advantage with proprietary technology in motor control processors, which are not constrained by ARM licensing fees [1]. - The dual-core structure of the company's main control chips enhances efficiency and stability, positioning it favorably in the semiconductor industry [1].

Financial Performance - The company reported a revenue of 500 million RMB for the first half of 2024, representing a 20% increase compared to the same period last year[1]. - The company's operating revenue for the first half of 2024 reached RMB 282,324,431.52, representing a 57.78% increase compared to RMB 178,930,002.87 in the same period last year[14]. - The net profit attributable to shareholders for the first half of 2024 was RMB 122,020,726.25, up 46.68% from RMB 83,191,168.70 in the previous year[14]. - The net cash flow from operating activities increased significantly to RMB 113,592,946.96, a 581.59% rise from RMB 16,665,873.16 in the same period last year[14]. - Basic earnings per share for the first half of 2024 were RMB 1.32, a 46.67% increase from RMB 0.9 in the same period last year[15]. - The net profit after deducting non-recurring gains and losses was RMB 104,015,517.71, which is a 94.14% increase from RMB 53,577,519.91 in the same period last year[14]. - The company achieved a revenue of 282.32 million yuan in the first half of 2024, representing a year-on-year growth of 57.78%[38]. - Net profit attributable to shareholders reached 122.02 million yuan, an increase of 46.68% compared to the same period last year[38]. Research and Development - Research and development expenses increased by 30%, totaling 50 million RMB, focusing on new technology innovations[1]. - The R&D expenditure accounted for 14.24% of operating revenue, a decrease of 3.86 percentage points from 18.10% in the previous year[15]. - The company has made significant R&D investments, resulting in the development of proprietary technologies in high-performance motor drive control chips, enhancing its competitive edge[25]. - The company has filed for 15 patents during the reporting period, with 21 total patents granted, including 2 new invention patents[28]. - The company aims to enhance its market position by providing targeted system-level services and assisting downstream customers in product upgrades[19]. - The company focuses on the research, design, and sales of specialized chips for motor drive control, evolving into a system-level service provider[19]. - The company has invested a total of ¥106,940,704.49 in various R&D projects, with an expected total investment of ¥422,000,000.00[32]. Market Expansion - The company is expanding its market presence in Southeast Asia, targeting a 10% market share by the end of 2025[1]. - Sales in emerging application areas such as white goods, industrial, and automotive sectors grew by 86.27% year-on-year[38]. - The company is actively expanding its overseas market presence through strategic partnerships and participation in international events[40]. - The company aims to become a global leader in motor drive control chips and systems, guided by its innovation-driven growth strategy[37]. Financial Management - The company reported no significant non-operational fund usage by controlling shareholders[1]. - The board confirmed that the financial report is accurate and complete, with no major omissions[1]. - The company has committed to not transferring or entrusting the management of its pre-IPO shares for 36 months from the date of listing, with a maximum annual transfer limit of 25% during the tenure of directors and senior management[62]. - The company will ensure compliance with relevant laws and regulations in its share buyback and stabilization measures[70]. - The company has established strict protocols for information disclosure and compliance with share reduction obligations[65]. Sustainability and Corporate Governance - The management highlighted a strategic shift towards sustainability, aiming to reduce carbon emissions by 15% by 2025[1]. - The company has implemented carbon reduction measures through green office practices and environmental awareness initiatives, contributing to energy conservation[61]. - The company emphasizes the importance of maintaining shareholder trust through compliance with share lock-up commitments[65]. - The company has committed to continuous technological innovation to provide high-integrity and reliable motor control solutions[60]. Risks and Challenges - The company faces risks related to core technology leakage, as it operates in a technology-intensive industry and is currently developing multiple products and technologies[42]. - The company is experiencing a talent shortage and faces risks of talent loss due to increasing competition in the integrated circuit industry[42]. - The company adopts a Fabless operating model, relying on external manufacturers for wafer fabrication and testing, which exposes it to supply chain risks[43]. - The company must continuously invest in R&D and manufacturing to maintain competitiveness, with rising costs for wafer and packaging testing impacting cash flow[45]. - The company faces financial risks related to price fluctuations and gross margin pressures due to market competition and rising procurement costs[47]. Shareholder Information - The total number of ordinary shareholders as of the reporting period end is 3,266[92]. - The company’s total share capital is 92,363,380 shares, with 59.68% being tradable shares[89]. - The largest shareholder, Fengqiao Technology (Hong Kong) Co., Ltd., holds 38.06% of the shares, totaling 35,154,431 shares[92]. - The company has not reported any changes in the top ten shareholders due to the transfer of shares for margin trading[94]. Compliance and Accounting - The financial statements are prepared based on the actual transactions and events in accordance with the accounting standards issued by the Ministry of Finance[131]. - The company has assessed its ability to continue as a going concern for the next 12 months and found no significant doubts regarding its sustainability[132]. - The company follows the accounting treatment for business combinations under common control, measuring acquired assets and liabilities at their book value on the acquisition date[142]. - The company recognizes goodwill when the acquisition cost exceeds the fair value of identifiable net assets acquired in a business combination[143].