10月21日，甬矽电子涨5.09%，截至发稿，报31.78元/股，成交3.24亿元，换手率3.73%，总市值130.45 亿元。 资料显示，甬矽电子(宁波)股份有限公司位于浙江省余姚市中意宁波生态园兴舜路22号，成立日期2017 年11月13日，上市日期2022年11月16日，公司主营业务涉及集成电路的封装和测试业务。主营业务收入 构成为：系统级封装产品41.16%，扁平无引脚封装产品37.79%，高密度细间距凸点倒装产品14.67%， 晶圆级封测产品4.24%，其他(补充)1.61%，其他产品0.52%。 从基金十大重仓股角度 数据显示，长城基金旗下1只基金重仓甬矽电子。长城久恒混合A（200001）二季度减持6309股，持有 股数7.88万股，占基金净值比例为3.51%，位居第九大重仓股。根据测算，今日浮盈赚取约12.14万元。 长城久恒混合A（200001）成立日期2003年10月31日，最新规模6609.27万。今年以来收益48.7%，同类 排名717/8162；近一年收益50.5%，同类排名636/8024；成立以来收益559.05%。 长城久恒混合A（200001）基金经理为储雯玉。 截至发稿，储 ...

国联安中证全指半导体产品与设备ETF联接A（007300）基金经理为黄欣、章椹元。 10月17日，甬矽电子跌5.03%，截至发稿，报30.41元/股，成交2.59亿元，换手率2.97%，总市值124.83 亿元。甬矽电子股价已经连续3天下跌，区间累计跌幅11.45%。 资料显示，甬矽电子(宁波)股份有限公司位于浙江省余姚市中意宁波生态园兴舜路22号，成立日期2017 年11月13日，上市日期2022年11月16日，公司主营业务涉及集成电路的封装和测试业务。主营业务收入 构成为：系统级封装产品41.16%，扁平无引脚封装产品37.79%，高密度细间距凸点倒装产品14.67%， 晶圆级封测产品4.24%，其他(补充)1.61%，其他产品0.52%。 从甬矽电子十大流通股东角度 数据显示，国联安基金旗下1只基金位居甬矽电子十大流通股东。国联安中证全指半导体产品与设备 ETF联接A（007300）二季度增持63.41万股，持有股数260.17万股，占流通股的比例为0.93%。根据测 算，今日浮亏损失约418.88万元。连续3天下跌期间浮亏损失1077.12万元。 国联安中证全指半导体产品与设备ETF联接A（00730 ...

经中国证券监督管理委员会《关于同意甬矽电子（宁波）股份有限公司向 不特定对象发行可转换公司债券注册的批复》（证监许可〔2025〕1042号）同 意，公司向不特定对象发行116,500.00万元的可转换公司债券，期限6年，每张 面值为人民币100元，发行数量为1,165,000手（11,650,000张）。本次发行的募 集资金总额为人民币1,165,000,000.00元，扣除不含税的发行费用13,701,179.22 元，实际募集资金净额为1,151,298,820.78元。 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： | 证券代码：688362 | 证券简称：甬矽电子 | 公告编号：2025-087 | | --- | --- | --- | | 债券代码：118057 | 债券简称：甬矽转债 | | 公司现就本次向不特定对象发行可转换公司债券，对不符合上海证券 交易所科创板股票投资者适当性要求的投资者所持"甬矽转债"不能转股的风 险，提示如下： 一、可转换公司债券发行上市概况 （一）可转债发行情况 ...

Core Viewpoint - Yongxi Electronics (甬矽电子) plans to acquire 100% equity of Ningbo Yuchang Construction Development Co., Ltd. for approximately 486 million yuan to meet operational needs and eliminate long-term rental expenses [1][2]. Group 1: Acquisition Details - Yongxi Semiconductor, a subsidiary of Yongxi Electronics, intends to participate in the auction for the 100% equity of Ningbo Yuchang, with a base transfer price of about 486 million yuan [1][2]. - The main asset of Ningbo Yuchang is an industrial plant currently leased to Yongxi Semiconductor for production, which will be owned outright if the auction is successful [2]. - The valuation of Ningbo Yuchang's equity is based on an asset-based approach, showing a total equity value of 486 million yuan, with a book value increase of 262 million yuan, resulting in a 117.03% appreciation rate [2]. Group 2: Financial Performance - As of June 30, 2025, Ningbo Yuchang reported total assets of 1.719 billion yuan and a net asset of 224 million yuan, with a revenue of 27.075 million yuan and a net loss of 21.198 million yuan for the first half of 2025 [2]. - Yongxi Electronics achieved a revenue of 2.01 billion yuan in the first half of 2025, representing a year-on-year growth of 23.37%, and a net profit of 30.319 million yuan, up 150.45% [5][6]. - The company's overseas revenue doubled, reaching 509 million yuan, a 130.4% increase, and accounted for 25.33% of total revenue [5][6]. Group 3: Cost Management and Efficiency - The company has optimized its cost structure, with management expense ratio decreasing from 8.00% in the first half of 2024 to 6.61% in 2025, and financial expense ratio dropping from 6.07% to 5.15% [7]. - The gross profit margin for the second quarter of 2025 was 16.87%, an increase of 2.68 percentage points compared to the previous quarter [7].

Core Insights - Yongxi Electronics experienced a decline of 5.14% on October 14, with a stock price of 34.30 yuan per share and a trading volume of 278 million yuan, resulting in a total market capitalization of 14.08 billion yuan [1] Company Overview - Yongxi Electronics (Ningbo) Co., Ltd. is located in Yuyao City, Zhejiang Province, established on November 13, 2017, and listed on November 16, 2022. The company specializes in integrated circuit packaging and testing [1] - The revenue composition of Yongxi Electronics includes: - System-level packaging products: 41.16% - Flat no-lead packaging products: 37.79% - High-density fine-pitch bump flip-chip products: 14.67% - Wafer-level testing products: 4.24% - Other (supplementary): 1.61% - Other products: 0.52% [1] Shareholder Insights - Among the top ten circulating shareholders of Yongxi Electronics, a fund under Guolian An Fund holds a significant position. The Guolian An CSI Semiconductor Products and Equipment ETF Link A (007300) increased its holdings by 634,100 shares in the second quarter, totaling 2.6017 million shares, which accounts for 0.93% of the circulating shares [2] - The Guolian An CSI Semiconductor Products and Equipment ETF Link A (007300) was established on June 26, 2019, with a current scale of 1.669 billion yuan. Year-to-date returns stand at 50.82%, ranking 553 out of 4220 in its category; over the past year, returns are 72.8%, ranking 222 out of 3857; since inception, returns have reached 204.49% [2] - The fund managers, Huang Xin and Zhang Zhenyuan, have significant experience, with Huang having a tenure of 15 years and 186 days and Zhang having 11 years and 317 days. Their respective fund asset scales are 42.052 billion yuan and 40.822 billion yuan, with notable performance records [2]

Core Viewpoint - Yongxi Electronics (688362.SH) announced that Yao City Changhai Construction Development Co., Ltd. is publicly offering for sale its 100% stake in Ningbo Yuchang Construction Development Co., Ltd. with a transfer base price of 486 million yuan [1] Group 1 - The company's subsidiary, Yongxi Semiconductor (Ningbo) Co., Ltd., intends to participate in the bidding for the stake held by Yao City Changhai [1] - If the bidding is successful, Ningbo Yuchang will become a wholly-owned subsidiary of the company's controlling subsidiary, thus being included in the company's consolidated financial statements [1] - The controlling subsidiary, Yongxi Semiconductor, will no longer need to lease factory space for daily operations, resulting in savings on long-term rental expenses for the Ningbo Yuchang factory [1]

Core Viewpoint - Yongxi Electronics (688362.SH) announced the public auction of 100% equity in Ningbo Yuchang Construction Development Co., Ltd. by Yuyou Changhai, with a base transfer price of 486 million yuan [1] Group 1: Company Actions - Yongxi Semiconductor (Ningbo) Co., Ltd. plans to participate in the bidding for the equity held by Yuyou Changhai [1] - If the bidding is successful, Ningbo Yuchang will become a wholly-owned subsidiary of Yongxi Semiconductor and will be included in the company's consolidated financial statements [1] Group 2: Financial Implications - The acquisition will allow Yongxi Semiconductor to avoid leasing factory space for daily operations, resulting in savings on long-term rental expenses for the Ningbo Yuchang factory [1]

Core Points - The company Yongxi Electronics announced the resignation of non-independent director Xu Yupeng due to internal work adjustments [2] - Xu Yupeng's resignation will take effect upon the delivery of his written resignation report to the company's board of directors [2] - On October 13, 2025, the company will hold a representative assembly to elect Xu Yupeng as a representative director of the third board, with his term lasting until the end of the current board's term [2]

Core Viewpoint - Yongxi Electronics (甬矽电子) plans to bid for 100% equity of Ningbo Yuchang (宁波宇昌) at a base price of 486 million yuan, which, if successful, will make Ningbo Yuchang a wholly-owned subsidiary and included in the company's consolidated financial statements [1] Group 1: Transaction Details - The bidding is for the equity held by Yuyao Changhai, a subsidiary of a major shareholder, which constitutes a related party transaction [1] - The funding for the bidding will come from the company's own funds and will not adversely affect its financial status or operational results [1] - If the bid is successful, Yongxi Electronics will save on long-term rental expenses by owning the production facility instead of leasing it [1] Group 2: Company Operations - Yongxi Electronics primarily engages in integrated circuit packaging and testing, providing solutions for integrated circuit design companies [2] - The company's packaging products include five main categories: FC products, SiP, Bumping and WLP, QFN/DFN, and MEMS sensors, serving various applications in IoT and AIoT sectors [2] Group 3: Financial Performance - In the first half of 2025, Yongxi Electronics achieved revenue of 2.01 billion yuan, a year-on-year increase of 23.37%, with net profit growing by 150.45% [3] - The company expects continued revenue growth in the second half of 2025, which will positively impact profitability due to scale effects [3] - Yongxi Electronics aims to enhance its competitiveness and profitability through new customer development and product line expansion [3]

Core Viewpoint - Yongxi Electronics (688362.SH) announced its intention to participate in the auction for 100% equity of Ningbo Yuchang, which is set to be transferred at a base price of 48.575 million yuan [1] Group 1 - The auction for Ningbo Yuchang is scheduled to take place on September 1, 2025, at the Ningbo Property Rights Exchange Center [1] - If successful in the auction, Ningbo Yuchang will become a wholly-owned subsidiary of Yongxi Electronics and will be included in the company's consolidated financial statements [1]