合肥颀中科技股份有限公司 投资者关系活动记录表 编号：2024-026 | --- | --- | --- | |----------------------|----------------------------------------------|----------------------------------------------------------------------------------------------------| | | | | | | | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投资者关系活动类别 | □ | 新闻发布会 □路演/反路演活动 | | | | 现场参加 □电话会议 | | | | □其他（请文字说明其他活动内容） | | 来访单位名称 | | 博时基金、国元证券、平点金基、上海证券报、财联社、 21 世纪经济报道、时代周报、天风证券、统一投信等 | | | | | | 时间 | 2024 年 9 月 11 | 日-2024 年 9 月 12 日 | | 上市公司接待人员姓名 | 总经理：杨宗铭 总监：黄昕 证券事务 ...

证券代码：688352 证券简称：颀中科技 公告编号：2024-052 合肥颀中科技股份有限公司 关于召开 2024 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： 会议召开时间：2024 年 9 月 23 日（星期一）下午 14:00-15:00 会议召开地点：上海证券交易所上证路演中心 （网址：https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络文字互动 投资者可于 2024 年 9 月 12 日（星期四）至 9 月 20 日（星期五）16:00 前 登 录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 箱 irsm@chipmore.com.cn 进行提问。公司将在说明会上对投资者普遍关注的问题进 行回答。 合肥颀中科技股份有限公司（以下简称"公司"）已于 2024 年 8 月 15 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 ...

合肥颀中科技股份有限公司 投资者关系活动记录表 编号：2024-025 | --- | --- | --- | |----------------------|-----------------------------|--------------------------------------------------------| | | | | | | | 特定对象调研 □分析师会议 | | | □ | 媒体采访 □业绩说明会 | | 投资者关系活动类别 | □ | 新闻发布会 □路演/反路演活动 | | | | 现场参加 □电话会议 | | | | □其他（请文字说明其他活动内容） | | | | Khazanah Nasional Bhd (P), Malaysia 、 Matthews | | | | International Capital Mgmt LLC (P), USA 、 Newton | | 来访单位名称 | | Investment Management (P), UK 、 Polunin Capital | | | Partners Ltd (P), UK | 、 Shanghai ...

证券研究报告 | 公司动态点评 2024 年 09 月 02 日 颀中科技（688352.SH） H1 业绩快速增长，持续受益 AMOLED 渗透率提升 | --- | --- | --- | --- | --- | --- | --- | --- | |--------------------------------------------|-------|-------|-------|-------|-------|------------------------------------------|-----------| | 财务指标 | 2022A | 2023A | 2024E | 2025E | 2026E | 买入（维持评级） | | | 营业收入（百万元） | 1,317 | 1,629 | 1,907 | 2,210 | 2,519 | 股票信息 | | | 增长率 yoy （ % ） | -0.2 | 23.7 | 17.0 | 15.9 | 14.0 | | | | 归母净利润（百万元） | 303 | 372 | 404 | 453 | 520 | 行业 | 电子 | | 增长率 ...

合肥颀中科技股份有限公司 投资者关系活动记录表 编号：2024-024 | --- | --- | --- | |----------------------|---------------------------------|----------------------------------------------------------| | | | | | | | 特定对象调研 □分析师会议 | | | □ 媒体采访 □业绩说明会 | | | 投资者关系活动类别 | □ | 新闻发布会 □路演/反路演活动 | | | □ 现场参加 电话会议 | | | | □其他（请文字说明其他活动内容） | | | 来访单位名称 | 西南电子、平安基金 | | | 时间 | 2024 年 8 月 23 日 | | | 上市公司接待人员姓名 | 证券事务代表：陈颖 | 副总经理、董事会秘书、财务总监：余成强 | | 投资者关系活动 | 1. 问：公司对 2024 | 年下半年显示芯片封测业务的展望？ | | 主要内容介绍 | | 答：下游终端消费市场在逐步复苏过程中，随着 AMOLED 产 | | | | 品渗透率持 ...

证券代码：688352 证券简称：颀中科技 公告编号：2024-051 合肥颀中科技股份有限公司 司募集资金管理办法》（以下简称"（《管理办法》"），对公司募集资金的存放、使 用及管理等方面做出了明确的规定。 公司依据（《管理办法》在银行设立募集资金专户，对募集资金采取专户存储 制度，并严格履行使用审批手续，按（《管理办法》规范使用募集资金，保证专款 专用，并与中国建设银行股份有限公司合肥龙门支行、招商银行股份有限公司合 肥分行、中国工商银行股份有限公司合肥四牌楼支行、中信银行股份有限公司合 肥分行（中信银行股份有限公司合肥徽州大道支行无签署协议的权限）、中国银 行股份有限公司苏州工业园区分行、中国建设银行股份有限公司苏州工业园区支 行、上海浦东发展银行股份有限公司苏州分行（（上海浦东发展银行股份有限公司 吴江支行、上海浦东发展银行股份有限公司苏州高新技术产业开发区支行无签署 协议的权限）和中信建投证券股份有限公司签署（《募集资金专户存储三方监管协 议》。 公司严格按照上述监管协议的规定存放、使用、管理募集资金。上述募集资 金监管协议与上海证券交易所《募集资金专户存储三方监管协议（范本）》不存 在重大差异。 ...

中信建投证券股份有限公司关于 合肥颀中科技股份有限公司 2024 年半年度持续督导跟踪报告 | 保荐人名称： | 被保荐公司名称： | | --- | --- | | 中信建投证券股份有限公司 | 合肥颀中科技股份有限公司 | | 保荐代表人姓名：吴建航 | 联系方式：021-68801584 联系地址：上海市浦东新区浦东南路 528 号 | | | 上海证券大厦北塔 2203 室 | | 保荐代表人姓名：曹显达 | 联系方式：021-68801584 联系地址：上海市浦东新区浦东南路 528 号 | | | 上海证券大厦北塔 2203 室 | 2023 年 4 月 20 日，合肥颀中科技股份有限公司（简称"公司"或"颀中科 技"）在上海证券交易所科创板上市。中信建投证券股份有限公司（简称"中信 建投证券"或"保荐人"）担任本次公开发行股票的保荐人。根据《证券发行上 市保荐业务管理办法》，由中信建投证券完成持续督导工作。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》和《上海证券交 易所上市公司自律监管指引第 11 号——持续督导》，中信建投证券出具本 2024 年半年度持续督导跟踪 ...

合肥颀中科技股份有限公司 投资者关系活动记录表 编号：2024-023 特定对象调研 □分析师会议 □媒体采访 □业绩说明会 投资者关系活动类别 □新闻发布会 □路演/反路演活动 现场参加 电话会议 □其他（请文字说明其他活动内容） 来访单位名称 申万菱信基金、中邮证券、信达澳亚基金 时间 2024 年 8 月 20 日-2024 年 8 月 21 日 上市公司接待人员姓名 副总经理、董事会秘书、财务总监：余成强 证券事务代表：陈颖 投资者关系活动 1.问：公司主要客户有哪些？ 主要内容介绍 答：公司主要客户有瑞鼎、集创北方、奕斯伟、云英谷、联 咏、格科微、OMNIVISION TOUCH AND DISPLAY、敦泰、 通锐微等。 2.问：近期黄金价格上涨，对于公司产品成本是否有所影响? 答：黄金主要用于显示驱动芯片上，而公司目前生产上所用到 的黄金成本基本可转嫁至下游客户，由其承担价格波动的主要 风险，因此近期的黄金价格波动对公司产品成本影响不大。 3.问：公司产品的终端应用的营收占比如何？ 答：由于公司仅为客户提供封装测试服务，客户不会明确告知 所封测芯片的终端应用情况，因此公司结合产品指标、下游客 户 ...

Summary of the Conference Call Company and Industry - The conference call pertains to the fashion technology industry, specifically focusing on the company "中邦" (Zhongbang) and its performance in 2020 [1] Core Points and Arguments - The call featured key executives, including General Manager Yang and Dong Liyu, who provided insights into the company's mid-year performance for 2020 [1] Other Important but Possibly Overlooked Content - The call was held over the weekend, indicating the company's commitment to transparency and communication with investors [1]

Financial Performance - The company reported a revenue of RMB 500 million for the first half of 2024, representing a 20% increase compared to the same period last year[1]. - The company expects a revenue guidance of RMB 1.2 billion for the full year 2024, indicating a projected growth of 25%[1]. - The company's operating revenue for the first half of 2024 reached ¥933,872,295.84, representing a 35.58% increase compared to ¥688,808,278.14 in the same period last year[15]. - The net profit attributable to shareholders for the first half of 2024 was ¥162,024,179.46, up 32.57% from ¥122,221,765.50 in the previous year[15]. - The net cash flow from operating activities increased significantly by 137.51%, amounting to ¥316,388,303.49 compared to ¥133,211,461.65 in the same period last year[15]. - The basic earnings per share for the first half of 2024 was ¥0.14, a 16.67% increase from ¥0.12 in the same period last year[16]. - The net profit after deducting non-recurring gains and losses was ¥157,476,907.78, which is a 53.72% increase from ¥102,442,275.21 in the same period last year[15]. - The company's total operating revenue for the reporting period was 933.87 million yuan, a year-on-year increase of 35.58%, while net profit attributable to shareholders was 162.02 million yuan, up 32.57%[21]. Research and Development - Research and development expenses increased by 18% to RMB 80 million, focusing on advanced packaging technologies[1]. - The R&D investment as a percentage of operating revenue was 7.30%, up from 7.03% in the previous year, indicating a focus on innovation[16]. - Total R&D investment reached ¥68,214,539.27, a significant increase of 40.85% compared to ¥48,429,045.88 in the same period last year[25]. - The number of R&D personnel increased to 247, representing 13.44% of the total workforce, compared to 12.50% in the previous year[30]. - The company is currently working on 13 R&D projects with a total expected investment of ¥34,091.05 million, of which ¥6,168.72 million has been invested in the current period[29]. - The company has developed a series of proprietary core technologies in bump manufacturing and testing, including "high reliability manufacturing technology for fine-pitch gold bumps" and "high stability wafer grinding and cutting technology" for non-display driver chips[22]. - The company has established a strong customer base, including Silan Microelectronics, Jiewa Technology, and Nanchip Semiconductor[19]. Market Expansion and Strategy - The company is expanding its market presence in Southeast Asia, targeting a 10% market share by the end of 2025[1]. - The company is focusing on the non-display chip packaging sector as a key area for revenue growth and strategic development[19]. - The company aims to enhance its technological advantages by providing comprehensive packaging and testing solutions in high-performance computing and autonomous driving markets[19]. - The company plans to expand its DPS packaging technology to meet market demands for smaller sizes and higher integration[19]. - The company is positioned to benefit from supportive government policies aimed at the development of the display driver chip industry[19]. Risks and Challenges - The management highlighted potential risks including supply chain disruptions and regulatory changes impacting the semiconductor industry[1]. - The company faces risks related to macroeconomic fluctuations and industry cycles, which can significantly impact its operations and demand for its services[42]. - There is a risk of intensified market competition as various packaging and testing firms expand their capabilities in the display driver chip sector[46]. - The company has a significant inventory value of 44,308.20 million yuan, accounting for 6.37% of total assets, which poses a risk of inventory write-downs if market conditions worsen[50]. Environmental Initiatives - The company plans to invest RMB 150 million in sustainability initiatives over the next three years[1]. - The company has committed to deepening cooperation with clients in power management and RF front-end modules to enhance its competitive position[19]. - The company has established a comprehensive pollution prevention facility, ensuring compliance with environmental regulations and standards[71]. - The company has implemented carbon reduction measures, resulting in a decrease of 546.05 tons of CO2 equivalent emissions[79]. - The company has achieved certifications for multiple environmental management systems, including ISO14001 and ISO50001, and has been recognized with a green factory certificate in 2022[76]. Governance and Compliance - The board confirmed no non-operational fund occupation by controlling shareholders during the reporting period[1]. - The company has undergone changes in its board and management, including the election of new supervisors and the resignation of the deputy general manager[62]. - The company has established a clear framework for share reduction, including compliance with regulatory requirements and proper disclosure of intentions[85]. - The company guarantees that it will not seek control over Qizhong Technology and will maintain a shareholding difference of more than 5% from the largest shareholder[99]. - The company has committed to not establishing other enterprises in mainland China that produce or sell similar products to those of Qizhong Technology[101]. Financial Management - The company reported a total fundraising amount of RMB 2,420,000,000, with a net amount of RMB 2,232,626,183.24 after deducting issuance costs[108]. - The company has not reported any significant changes in the integrity status of its controlling shareholders or actual controllers during the reporting period[104]. - The company has not engaged in any financial business with related financial companies during the reporting period[106]. - The company has approved the proposal for the 2024 annual financial and capital expenditure budget at the first extraordinary general meeting held on February 29, 2024[60]. Shareholder Information - The company has granted a total of 4.3 million restricted stock units to key personnel during the reporting period[121][122]. - The top ten shareholders hold significant shares, with Hefei Qizhong Technology Holding Co., Ltd. owning approximately 397.13 million shares, locked for 42 months from the listing date[119]. - The company has not reported any pledged, marked, or frozen shares among the top shareholders[117]. - The company is actively involved in strategic partnerships and investments, as indicated by the presence of various investment funds among the top shareholders[116]. Accounting and Financial Reporting - The company applies the accounting treatment for business combinations under common control by measuring the acquired assets and liabilities at their book value on the merger date[159]. - The company recognizes government subsidies as deferred income, which is amortized over the useful life of the related assets[199]. - The company recognizes liabilities for termination benefits when it cannot withdraw the termination plan or when costs related to the termination are confirmed[193]. - The company recognizes expected credit losses on individual receivables that significantly differ from portfolio credit risks[171].