| 证券代码：688362 | 证券简称：甬矽电子 | 公告编号：2025-098 | | --- | --- | --- | | 债券代码：118057 | 债券简称：甬矽转债 | | 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： 根据相关法律法规规定及《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募集说明书》（以下简称"《募集说明书》"）的约 定，甬矽电子（宁波）股份有限公司（以下简称"公司"）本次发行的"甬矽 转债"自2026年1月2日（非交易日顺延）起可转换为公司股份。 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： 三、其他 一、可转换公司债券发行上市概况 （一）可转债发行情况 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，公司向不特定对象发行116,500.00万元的可转换公司债 ...

Core Viewpoint - During the period from December 8 to December 14, brokerages issued target prices for listed companies a total of 62 times, indicating a positive outlook for certain stocks based on recent closing prices [1] Group 1: Target Price Increases - The companies with the highest target price increases include Donghua Energy, Yongxi Electronics, and Farah Electronics, with target price increases of 83.73%, 52.36%, and 50.02% respectively [1] Group 2: Brokerage Recommendations - A total of 153 listed companies received recommendations from brokerages during the same period, with Anjii Food and Northern Huachuang each receiving recommendations from 3 brokerages [1]

Core Viewpoint - The Hang Seng Index's software and semiconductor index will be renamed to the Hang Seng Software Theme Index, with a fixed number of 40 constituent stocks, effective December 16, 2025 [1] Group 1: Index Changes - The index will include four new companies: Reading Group, Qutoutiao, Meitu, and HuiLiang Technology [1] - Four companies will be removed from the index: ASMPT, SMIC, Hua Hong Semiconductor, and Innodisk [1]

Group 1 - The Hang Seng Hong Kong Stock Connect Software and Semiconductor (Investable) Index will be renamed to the Hang Seng Hong Kong Stock Connect Software Theme Index [1] - The number of constituent stocks will remain fixed at 40, with the addition of four stocks: Reading Group, Qutoutiao, Meitu, and Maimai Technology [1] - Four stocks will be removed from the index: ASMPT, SMIC, Hua Hong Semiconductor, and Innodisk [1] - The changes will take effect on December 16, 2025 [1]

| 最新收盘价（元） | 31.98 | | --- | --- | | 总股本/流通股本（亿股）4.10 | / 4.10 | | 总市值/流通市值（亿元）131 | / 131 | | 52 周内最高/最低价 | 40.79 / 24.06 | | 资产负债率(%) | 70.4% | | 市盈率 | 199.88 | | 第一大股东 | 浙江甬顺芯电子有限公 | | 司 | | 研究所 分析师:吴文吉 SAC 登记编号:S1340523050004 Email:wuwenji@cnpsec.com 分析师:翟一梦 SAC 登记编号:S1340525040003 Email:zhaiyimeng@cnpsec.com 甬矽电子(688362) 证券研究报告：电子 | 公司点评报告 股票投资评级 资料来源：聚源，中邮证券研究所 公司基本情况 消费类订单持续饱满，2.5D 封装加速验证 l 投资要点 消费类订单持续饱满。2025 年前三季度，随着全球终端消费 市场持续回暖，产业链去库存周期基本结束，叠加 AI 应用场景不 断涌现，集成电路行业整体景气度维持在较高水平。2025 年前三 季度，得益于海外大客户的 ...

| 证券代码：688362 | 证券简称：甬矽电子 | 公告编号：2025-097 | | --- | --- | --- | | 债券代码：118057 | 债券简称：甬矽转债 | | 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： 根据相关法律法规规定及《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募集说明书》（以下简称"《募集说明书》"）的约 定，甬矽电子（宁波）股份有限公司（以下简称"公司"）本次发行的"甬矽 转债"自2026年1月2日（非交易日顺延）起可转换为公司股份。 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 经上海证券交易所自律监管决定书〔2025〕163号文同意，公司本次发行的 116,500.00万元可转换公司债券于2025年7月16日起在上海证券交易所上市交 易，债券简称"甬矽转债"，债券代码"118057"。 （三）可转债转股期限 本 ...

格隆汇12月9日丨甬矽电子(688362.SH)在投资者互动平台表示，公司已经通过实施Bumping项目掌握 RDL及凸点加工能力，并于2024年第四季度完成2.5D封装的通线，技术路线覆盖了基于RDL/硅转接板/ 硅桥等多种方案，目前正在和相关客户做产品验证。 ...

每经AI快讯，有投资者在投资者互动平台提问：请问公司有无EMIB封装技术储备？有相关业务开展 吗？ 甬矽电子（688362.SH）12月9日在投资者互动平台表示，公司已经通过实施Bumping项目掌握RDL及凸 点加工能力，并于2024年第四季度完成2.5D封装的通线，技术路线覆盖了基于RDL/硅转接板/硅桥等多 种方案，目前正在和相关客户做产品验证。 （记者 王晓波） ...

Market Overview - The Shanghai Composite Index closed at 3928.73 points, above the annual line, with a gain of 0.66% [1] - The total trading volume of A-shares reached 16683.26 billion yuan [1] Stocks Breaking Annual Line - A total of 81 A-shares have surpassed the annual line today, with notable stocks including Tianli Composite, Wanshili, and Sanrenxing, showing divergence rates of 11.85%, 9.63%, and 9.17% respectively [1] - Stocks with smaller divergence rates that just crossed the annual line include Mingyang Electric, Meixin Technology, and Yinzhijie [1] Top Stocks by Divergence Rate - Tianli Composite (code: 920576) had a daily increase of 20.67% with a divergence rate of 11.85% [1] - Wanshili (code: 301066) increased by 10.08% with a divergence rate of 9.63% [1] - Sanrenxing (code: 605168) rose by 10.00% with a divergence rate of 9.17% [1] Additional Notable Stocks - Nanjing Shanglv (code: 600250) increased by 9.98% with a divergence rate of 8.18% [1] - Xiexin Integrated (code: 002506) rose by 9.96% with a divergence rate of 7.86% [1] - Daye Co. (code: 603278) increased by 9.98% with a divergence rate of 7.79% [1]

Core Viewpoint - Yongxi Electronics announced that its 2.5D packaging production line will be operational in the fourth quarter of 2024, and the company is currently validating products with relevant customers [1] Group 1 - The 2.5D packaging production line is set to commence operations in Q4 2024 [1] - The company is engaged in product validation with related customers [1]