甬矽电子（宁波）股份有限公司2025 年半年度报告 公司代码：688362 公司简称：甬矽电子 转债代码：118057 转债简称：甬矽转债 甬矽电子（宁波）股份有限公司 2025 年半年度报告 1 / 192 二、 重大风险提示 公司已在本报告中详细阐述公司在经营过程中可能面临的各种风险及应对措施，敬请查阅本 报告第三节"管理层讨论与分析"中"四、风险因素"相关内容。 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人王顺波、主管会计工作负责人金良凯及会计机构负责人（会计主管人员）金良 凯声明：保证半年度报告中财务报告的真实、准确、完整。 六、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 甬矽电子（宁波）股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会、监事会及董事、监事、高级管理人员保证半年度报告内容的真实性、准确 性、完整性，不存在虚假记载、误导性陈述或重大遗漏，并依法承担法律责任。 本报告所涉及的公司未来计划、发展战略等前瞻性陈述，不构成公司对投资者的实质承诺， 请投资者注意投资风险。 九、 是否存在被控股股东及其他关联方非经营性占用资金情况 ...

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) | 成交金额(万元) 成交量(*) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-25 | 角矽电子 | 688362 | 38.75 | 机构专用 775 20 | | 中信证券股份有限 公司杭州延安路证 | | | | | | | | | 芬营业部 | | | 2025-08-25 | 角矽电子 | 688362 | 38.75 | 620 16 | 机构专用 | 中信证券股份有限 公司杭州延安路证 | | | | | | | | | 若营业部 | | 8月25日，甬矽电子大宗交易成交36万股，成交额1395万元，占当日总成交额的1.42%，成交价38.75元，较市场收盘价40.79元折价5%。 ...

甬矽电子8月22日大宗交易平台共发生2笔成交，合计成交量40.00万股，成交金额1520.00万元。成交价 格均为38.00元，相对今日收盘价折价5.00%。从参与大宗交易营业部来看，机构专用席位共出现在2笔 成交的买方或卖方营业部中，合计成交金额为1520.00万元，净买入1520.00万元。 进一步统计，近3个月内该股累计发生17笔大宗交易，合计成交金额为1.27亿元。 证券时报·数据宝统计显示，甬矽电子今日收盘价为40.00元，上涨6.33%，日换手率为8.82%，成交额为 9.83亿元，全天主力资金净流入5244.23万元，近5日该股累计上涨11.11%，近5日资金合计净流出125.65 万元。 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折溢 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 价（%） | 业部 | | | 20.00 | 760.00 | 38.00 | -5.00 | 机构专 | 中信证券股份有限公司杭州延安 | | | | | | 用 | 路证券营业部 | | 20 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 8月22日，甬矽电子收涨6.33%，收盘价为40.00元，发生2笔大宗交易，合计成交量40万股，成交金额 1520万元。 责任编辑：小浪快报 第2笔成交价格为38.00元，成交20.00万股，成交金额760.00万元，溢价率为-5.00%，买方营业部为机构 专用，卖方营业部为中信证券股份有限公司杭州延安路证券营业部。 进一步统计，近3个月内该股累计发生17笔大宗交易，合计成交金额为1.27亿元。该股近5个交易日累计 上涨11.11%，主力资金合计净流出32.79万元。 第1笔成交价格为38.00元，成交20.00万股，成交金额760.00万元，溢价率为-5.00%，买方营业部为机构 专用，卖方营业部为中信证券股份有限公司杭州延安路证券营业部。 ...

Group 1 - On August 22, Yongxi Electronics executed a block trade of 400,000 shares, with a transaction value of 15.2 million yuan, accounting for 1.52% of the total trading volume for that day [1] - The transaction price was 38 yuan, which represents a 5% discount compared to the market closing price of 40 yuan [1] - The trade was conducted through an institutional trading department, specifically by CITIC Securities Co., Ltd. [2]

Group 1 - The core point of the news is the significant rise in the Sci-Tech Innovation Chip 50 ETF (588750), which increased over 4% and reached a new high since its listing, indicating strong market interest and trading volume [1][3] - The ETF saw a net subscription of over 86 million yuan, leading its peers, and leveraged funds are actively participating, with the latest financing buy amounting to 10.81 million yuan [3][4] - The Sci-Tech Innovation Chip Index (000685) also experienced a strong increase of 4.15%, with notable gains from constituent stocks such as Jihua Technology (688141) up 13.48% and Haiguang Information (688041) up 10.64% [4][5] Group 2 - The release of DeepSeek-V3.1, which integrates innovative technology and supports the upcoming domestic chip design, is expected to catalyze the domestic computing power sector [5] - The Chinese government is focusing on enhancing the competitiveness of domestic chips, as evidenced by the recent discussions with NVIDIA regarding security risks associated with their products [5] - The market for domestic AI chips is anticipated to expand due to the continuous improvement of the domestic ecosystem and the increasing demand for secure and reliable computing solutions [5][6]

Group 1 - The core viewpoint of the news is the performance and characteristics of the convertible bonds issued by Yongxi Electronics, highlighting their market activity and financial metrics [1][2] - Yongxi Electronics' convertible bonds, known as "Yongxi Convertible Bonds," saw a price increase of 2.26% to 181.802 yuan per bond, with a trading volume of 124 million yuan and a conversion premium rate of 43.44% [1] - The credit rating of Yongxi Convertible Bonds is "A+", with a maturity of 6 years and a structured interest rate that increases over the years, starting from 0.20% in the first year to 2.50% in the sixth year [1] Group 2 - Yongxi Electronics, established in November 2017, focuses on integrated circuit packaging and testing solutions, with a strong emphasis on mid-to-high-end packaging technologies [2] - The company was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board in November 2022, with the stock code 688362 [2] - For the first quarter of 2025, Yongxi Electronics reported a revenue of 945.5 million yuan, a year-on-year increase of 30.12%, and a net profit attributable to shareholders of 24.6 million yuan, up 169.4% year-on-year [2] - The company has a concentrated shareholder structure, with the top ten shareholders holding a combined 52.91% of shares, and the average holding amount per shareholder is 503,300 yuan [2]

Group 1 - The company, Yongxi Electronics (Ningbo) Co., Ltd., has issued convertible bonds amounting to 1,165 million RMB, with a maturity of 6 years and a face value of 100 RMB per bond [2][3] - The convertible bonds, named "Yongxi Convertible Bonds," were approved for listing on the Shanghai Stock Exchange starting from July 16, 2025 [3] - The conversion period for the bonds will begin on January 2, 2026, and will last until the maturity date of June 25, 2031 [4] Group 2 - Investors holding the convertible bonds must meet the suitability requirements for investors in the Sci-Tech Innovation Board; otherwise, they will not be able to convert their bonds into shares [5] - The company emphasizes the risk that investors who do not meet the suitability criteria may face, which could prevent them from converting their bonds into company stock [5]

Key Points - The company, Yongxi Electronics (Ningbo) Co., Ltd., has announced the issuance of convertible bonds named "Yongxi Convertible Bonds" with a total amount of RMB 1,165 million, which will be convertible into company shares starting from January 2, 2026 [1][2] - The bonds have a maturity period of 6 years, with a face value of RMB 100 per bond, and a total issuance of 11,650,000 bonds [1][2] - The net proceeds from the bond issuance, after deducting issuance costs of RMB 13.7 million, amount to RMB 1,151.3 million [1] - Investors must meet the suitability requirements for investing in stocks on the Sci-Tech Innovation Board to convert their bonds into shares; otherwise, they will face risks of not being able to convert their bonds [2] - The conversion period for the bonds will last from January 2, 2026, until the maturity date on June 25, 2031 [2]

Group 1 - The core viewpoint of the news is that Yongxi Electronics (688362) has shown significant growth in its financial performance, with a notable increase in revenue and net profit in the latest quarterly report [1] - As of August 14, 2025, Yongxi Electronics' stock closed at 35.14 yuan, down 0.71%, with a turnover rate of 7.37% and a trading volume of 206,200 hands, amounting to 744 million yuan [1] - The company reported total operating revenue of 945 million yuan for the first quarter of 2025, representing a year-on-year growth of 30.12%, and a net profit attributable to shareholders of 24.6 million yuan, up 169.40% year-on-year [1] Group 2 - Yongxi Electronics has a current liquidity ratio of 0.850, a quick ratio of 0.750, and a debt-to-asset ratio of 71.03% [1] - The company has made investments in 6 enterprises and participated in 35 bidding projects, indicating active engagement in business expansion [2] - Yongxi Electronics holds 153 trademark registrations and 419 patents, along with 22 administrative licenses, showcasing its commitment to innovation and compliance [2]