Fundraising Overview - The company, Yongxi Electronics (Ningbo) Co., Ltd., has received approval from the China Securities Regulatory Commission to issue convertible bonds to unspecified investors, with a total issuance of 11,650,000 bonds [1] - The total amount of funds raised is not specified in the provided documents, but the company has established a special account for the management of these funds [1][2] Fund Management and Supervision - To ensure proper management and usage of the raised funds, the company has signed a tripartite supervision agreement with its sponsor, Ping An Securities, and the banks managing the special accounts [2][3] - The special accounts are designated solely for the storage and use of funds related to the company's advanced packaging technology research and industrialization project, and cannot be used for other purposes [2][3][4] Special Account Opening - As of July 2, 2025, the company has opened special accounts at several banks, including: - Bank of Communications for advanced packaging technology project - Agricultural Bank of China for technology research and industrialization - China Merchants Bank for supplementing working capital and repaying bank loans [2][4] Tripartite Agreement Details - The tripartite agreement outlines the responsibilities of each party, including the requirement for the sponsor to supervise the use of funds and conduct semi-annual inspections [3][5] - The agreement stipulates that if the company withdraws more than 50 million yuan or 20% of the net raised funds within a twelve-month period, the bank must notify the sponsor [6][11] - The agreement is effective upon signing and remains in force until all funds are spent and the account is closed [7][12]

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：688362 证券简称：甬矽电子 公告编号：2025-055 甬矽电子（宁波）股份有限公司 关于以集中竞价交易方式回购股份的进展公告 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，公司在回购股份期间，应于每个月的前 3 个交易 日内公告截至上月末的回购进展情况。现公司将回购股份进展情况公告如下： 2025 年 6 月，公司未通过上海证券交易所交易系统以集中竞价交易方式回购 股份。 截至 2025 年 6 月 30 日，公司通过上海证券交易所交易系统以集中竞价交易 方式已累计回购公司股份 2,562,688 股，占公司总股本 409,625,930 股的比例为 0.63%（上述数据保留两位小数，数据如有尾差，为四舍五入所致），回购成交的 最高价为31.80元/股，最低价为23.79元/股，支付的资金总额为人民币68,523,196.25 元（不含印花税、交易佣金等交易费用）。 三、其他事项 公司将严格按照《上市公司 ...

证券代码：688362 证券简称：甬矽电子 公告编号：2025-054 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、募集资金基本情况 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，甬矽电子（宁波）股份有限公司（以下简称"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 116,500.00万元，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。上述募集资金已于2025年7月2日全部到位，天健会计师事 务所（特殊普通合伙）对公司募集资金到位情况进行了审验，并出具了《验证 报告》（天健验【2025】177号）。 二、募集资金专户监管协议的签订情况和募集资金专户的开立情况 经公 ...

Core Viewpoint - Yongxi Electronics focuses on mid-to-high-end advanced packaging and testing business, enhancing its one-stop delivery capability of "Bumping+CP+FC+FT" and successfully breaking into major clients like MediaTek and Realtek, with fundraising aimed at increasing heterogeneous packaging capacity [1][5] Group 1: Financial Performance and Projections - The company plans to issue convertible bonds to raise up to 1.165 billion yuan, with 900 million yuan allocated for R&D and industrialization of advanced heterogeneous packaging technology [1] - The company expects to achieve revenue of 1.239 billion yuan and a net profit of 396 million yuan after the project reaches full production [1] - For the first half of 2025, the company anticipates revenue between 1.9 billion and 2.1 billion yuan, representing a year-on-year growth of 16.60% to 28.88% [3] - In Q2 2025, the expected revenue is between 955 million and 1.155 billion yuan, with a year-on-year growth of 0.96% to 22.11% [3] Group 2: Client Relationships and Market Position - The company has established a core customer base primarily consisting of well-known chip design companies, including partnerships with companies like Hengxuan Technology, Amlogic, and MediaTek [2] - Realtek and MediaTek are projected to be among the top five customers in 2024, with sales amounts of 231 million yuan and 225 million yuan, respectively [2] Group 3: Product Offerings and Technological Advancements - The company's packaging products include five major categories: FC products, SiP, WLP, QFN/DFN, and MEMS, with over 2,100 product varieties [2] - The company has achieved mass production of advanced system-level packaging products that can simultaneously package multiple chips and components, showcasing significant technological capabilities [4] - The company has reached industry-leading specifications in advanced wafer-level packaging, with minimum pitch and diameter of micro bumps at 45μm and 30μm, respectively [4]

Core Viewpoint - The company, Yongxi Electronics (Ningbo) Co., Ltd., has received approval from the China Securities Regulatory Commission for the issuance of convertible bonds, indicating a strategic move to raise capital through this financial instrument [2][3]. Group 1: Issuance Details - The total scale of the convertible bond issuance is 1.165 billion yuan, with each bond having a face value of 100 yuan, resulting in an issuance of 11.65 million bonds [3]. - The bonds will be offered to existing shareholders first, with any remaining bonds available for public subscription through the Shanghai Stock Exchange [3]. - The underwriter, Ping An Securities, will fully underwrite any portion of the bonds that are not subscribed by investors, amounting to 7,032 bonds, which represents 0.60% of the total issuance [4]. Group 2: Subscription Results - The subscription process for existing shareholders concluded on June 26, 2025, and the public subscription ended on June 30, 2025 [4]. - The underwriter will transfer the funds from the underwriting of unsold bonds to the issuer after deducting underwriting fees, with the registration of the bonds to be submitted to the China Securities Depository and Clearing Corporation [4]. Group 3: Contact Information - The issuer, Yongxi Electronics, is located at 60 Binhai Avenue, Zhongyi Ningbo Ecological Park, Yuyao City, Zhejiang Province, with a contact number of 0574-58121888-6786 [5]. - The underwriter, Ping An Securities, is based at 5023 Yitian Road, Ping An Financial Center, Futian District, Shenzhen [5].

证券代码：688362 证券简称：甬矽电子 公告编号：2025-053 甬矽电子（宁波）股份有限公司 甬矽电子（宁波）股份有限公司（以下简称"发行人"或"公司"）向不特定 对象发行可转换公司债券（以下简称"可转债"）已获得中国证券监督管理委员会 证监许可〔2025〕1042 号文同意注册。平安证券股份有限公司（以下简称"平安 证券"、"保荐人（主承销商）"或"主承销商"）为本次发行的保荐人（主承销商）。 本次发行的可转债简称为"甬矽转债"，债券代码为"118057"。 | 类别 | 认购数量（手） | 放弃认购数量（手） | | --- | --- | --- | | 原股东 | 827,515 | 0 | | 网上社会公众投资者 | 330,453 | 7,032 | | 主承销商包销数量（放弃 | | 7,032 | | 认购总数量） | | | | 发行数量合计 | | 1,165,000 | 本次发行的可转债规模为 116,500.00 万元，每张面值为人民币 100 元，发行 数量为 116.50 万手（1,165.00 万张），按面值发行。本次发行的可转债向发行人 在股权登记日（2025 年 6 ...

Core Viewpoint - Yongxi Electronics (Ningbo) Co., Ltd. has conducted an online lottery for the issuance of convertible bonds, ensuring transparency and fairness in the process [1]. Group 1: Issuance Details - The company issued convertible bonds to unspecified investors, with the issuance date being June 27, 2025 [1]. - The underwriting was managed by Ping An Securities Co., Ltd. [1]. - A total of 337,485 winning numbers were announced, with each winning number allowing the subscription of 1 lot (1,000 yuan) of convertible bonds [1]. Group 2: Lottery Results - Winning numbers for the last digits include: - Last "5" digits: 37179, 62179, 87179, 12179 - Last "6" digits: 945168, 445168 - Last "7" digit: 0216675 - Last "8" digits: 93276632, 43276632 [1]. - Participants with matching subscription numbers to the winning numbers are eligible for the bond subscription [1].

证券代码：688362 证券简称：甬矽电子 公告编号：2025-052 凡参与甬矽转债网上申购的投资者持有的申购配号尾数与上述号码相同的， 1 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 网上中签结果公告 保荐人（主承销商）：平安证券股份有限公司 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。 根据《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 发行公告》，本次发行的发行人甬矽电子（宁波）股份有限公司及本次发行的 保荐人（主承销商）平安证券股份有限公司于 2025 年 6 月 27 日（T+1 日）主 持了甬矽电子（宁波）股份有限公司向不特定对象发行可转换公司债券（以下 简称"甬矽转债"）网上发行中签摇号仪式。摇号仪式按照公开、公平、公正 的原则在有关单位代表的监督下进行，摇号结果经上海市东方公证处公证。现 将中签结果公告如下： | 末尾位数 | 中签号码 | | --- | --- | | 末"5"位数 | 37179，62179，87179，12179 | | 末"6"位数 | 9451 ...

证券代码：688362 证券简称：甬矽电子 公告编号：2025-051 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 网上中签率及优先配售结果公告 保荐人（主承销商）：平安证券股份有限公司 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。 甬矽电子本次向不特定对象发行 116,500.00 万元可转换公司债券的原股东 优先配售和网上申购已于 2025 年 6 月 26 日（T 日）结束。现将本次甬矽转债发 行申购结果公告如下： 重要内容提示： | 类别 | 中签率/配售 | 有效申购数 | 实际配售 | 实际获配金 | | --- | --- | --- | --- | --- | | | 比例（%） | 量（手） | 数量（手） | 额（元） | | 原股东 | 100.00 | 827,515 | 827,515 | 827,515,000 | | 网上社会公众投资者 | 0.00421300 | 8,010,558,512 | 337,485 | 337,485,000 | | 合计 | | 8,011 ...

1. Report Industry Investment Rating - No industry investment rating is provided in the report. 2. Core Viewpoints of the Report - The target price of Yongxi Convertible Bonds on the first - day of listing is expected to be between 128 - 133 yuan, and it is recommended to actively subscribe. The expected first - day conversion premium rate is in the range of 23% - 28%. The expected first - day new bond lottery winning rate is around 0.0074% - 0.0103% [3][20][21]. 3. Summary According to the Directory 3.1 Yongxi Convertible Bonds New Issue Analysis and Investment Recommendations 3.1.1 Convertible Bond Basic Terms Analysis - The issuance methods of Yongxi Convertible Bonds are priority placement and online issuance, with a bond and issuer rating of A+. The issuance scale is 1.165 billion yuan, the initial conversion price is 28.39 yuan, and the conversion parity on June 25, 2025, is 103.77 yuan. The calculated pure bond value is 83.7 yuan. The game terms are normal. Overall, the bond issuance scale is relatively high, the liquidity is acceptable, the rating is weak, and the bond floor protection is acceptable. It is difficult for institutions to include it in their portfolios, but there is no objection to primary participation [2][16]. 3.1.2 New Bond Initial Listing Price Analysis - The company's main business is integrated circuit packaging and testing. The main products and services include five major categories with over 2,100 mass - produced varieties. The funds raised from this issuance are mainly used for the "Multi - dimensional Heterogeneous Advanced Packaging Technology R & D and Industrialization Project", which can optimize the company's capital structure and enhance its competitiveness [3][19]. - The target price of Yongxi Convertible Bonds on the first - day of listing is 128 - 133 yuan, and it is recommended to actively subscribe. The expected first - day conversion premium rate is in the range of 23% - 28% [3][20]. 3.1.3 Convertible Bond New Issue Lottery Winning Rate Analysis - The expected first - day new bond lottery winning rate is around 0.0074% - 0.0103%. Assuming the old shareholders' placement ratio is 30% - 50%, the scale available for the market is 583 million - 816 million yuan. Referring to recent similar bond issues, the online effective subscription number is assumed to be 7.92 million households [21]. 3.2 Underlying Stock Fundamental Analysis 3.2.1 Company's Main Business and Industry Upstream and Downstream Situations - The company's main business is integrated circuit packaging and testing, with five major product categories and over 2,100 mass - produced varieties [22]. - The main upstream industries are packaging and testing raw materials and equipment industries, and the company has established good long - term cooperative relationships with many suppliers. The main downstream industry is the IC design industry, and the market scale and development speed of the downstream industry directly affect the company's sales revenue [22][23]. 3.2.2 Company's Operating Conditions - The company's recent operating income has shown an overall upward trend. From 2022 to Q1 2025, the operating income was 2.177 billion yuan, 2.391 billion yuan, 3.609 billion yuan, and 945 million yuan respectively, with year - on - year growth rates of 5.96%, 9.82%, 50.96%, and 30.12% respectively [26]. - The company's comprehensive gross profit margin has shown a fluctuating trend. From 2022 to Q1 2025, the comprehensive gross profit margin was 21.91%, 13.9%, 17.33%, and 14.19% respectively, and the net profit margins were 6.3%, - 5.65%, 1.09%, and 0.96% respectively [27]. - The company's recent period expenses have shown an upward trend, and the R & D expenses have gradually increased. The accounts receivable have shown a slight fluctuation, and the accounts receivable turnover rate has shown a slight downward trend but is at a medium level compared with the industry [31][33][36]. - The company's recent attributable net profit has shown a fluctuating trend. In 2023, the company suffered a loss, and in 2024, it turned losses into profits [40]. 3.2.3 Company's Equity Structure and Major Controlling Subsidiaries - The company's equity structure is relatively concentrated. As of June 10, 2025, the top two major shareholders hold 25.69% of the shares in total, and the top ten major shareholders hold 52.92% of the shares in total. The company's direct controlling shareholder is Yongshunxin Electronics, and the actual controller is Wang Shunbo, who holds 31.70% of the total shares. The company has 2 wholly - owned subsidiaries, 1 controlling subsidiary, and 2 affiliated companies [42][44]. 3.2.4 Company's Business Characteristics and Advantages - The company has advantages in technological innovation, talent reserve, customer cooperation, and quality assurance. It focuses on the advanced packaging field, has a large number of patents, a complete R & D system, and good cooperation with well - known design companies, and has established a quality control system [47][48][49]. 3.2.5 Allocation of Funds Raised in This Issuance - The company plans to issue convertible bonds to raise a total of no more than 1.165 billion yuan. 900 million yuan is planned to be invested in the "Multi - dimensional Heterogeneous Advanced Packaging Technology R & D and Industrialization Project", with a total investment of 1.464 billion yuan. After the project is completed, it will form an annual production capacity of 90,000 pieces of multi - dimensional heterogeneous advanced packaging products, and the project has good economic benefits [50].