| 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 11.98 | 399.96 | 33.38 | -5.01 | 华西证券股份有限公司成 | 中信证券股份有限公司杭 | | | | | | 都西玉龙街证券营业部 | 州延安路证券营业部 | （文章来源：证券时报网） 甬矽电子8月14日大宗交易平台出现一笔成交，成交量11.98万股，成交金额399.96万元，大宗交易成交 价为33.38元，相对今日收盘价折价5.01%。该笔交易的买方营业部为华西证券股份有限公司成都西玉龙 街证券营业部，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16笔大宗交易，合计成交金额为1.19亿元。 证券时报·数据宝统计显示，甬矽电子今日收盘价为35.14元，下跌0.71%，日换手率为7.37%，成交额为 7.44亿元，全天主力资金净流出2990.98万元，近5日该股累 ...

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 | 证券代码：688362 | 证券简称：甬矽电子 | 公告编号：2025-066 | | --- | --- | --- | | 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： 公司为科创板上市公司，本次向不特定对象发行可转换公司债券，参与可 转债转股的投资者，应当符合科创板股票投资者适当性管理要求。参与科创板 可转债的投资者，可将其持有的可转债进行买入或卖出的操作，如可转债持有 人不符合科创板股票投资者适当性管理要求的，可转债 ...

8月14日，甬矽电子大宗交易成交11.98万股，成交额399.96万元，占当日总成交额的0.53%，成交价33.38元，较市场收盘价35.14元折价5.01%。 | 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 | | --- | --- | --- | --- | --- | --- | | 2025-08-14 | 角矽电子 | 688362 | 33.38 399.96 11.98 | 华西证券股份有限 | 中信证券股份有限 | | | | | | 公司成都西玉龙街 | 公司杭州延安路证 | | | | | | Amer Jall abobe 11 Jure | Jald shops . 11 . darr | ...

Group 1 - The core point of the news is the performance and characteristics of the convertible bond issued by Yongxi Electronics, which has seen a decline in its market price and has specific terms regarding its conversion into equity [1][2] - Yongxi Electronics was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board in November 2022, focusing on integrated circuit packaging and testing solutions [2] - The company has a significant investment in advanced packaging technology, with a total investment of approximately 156 billion yuan across its two phases of development [2] Group 2 - For the first quarter of 2025, Yongxi Electronics reported a revenue of 945.5 million yuan, representing 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 concentration of shareholding is notable, with the top ten shareholders holding a combined 52.91% of the shares, indicating a relatively concentrated ownership structure [2] - The average holding amount per shareholder is approximately 503,300 yuan, with a total of 16,660 shareholders [2]

两融数据显示，该股最新融资余额为3.73亿元，近5日增加1951.32万元，增幅为5.52%。（数据宝） 8月13日甬矽电子大宗交易一览 （原标题：甬矽电子大宗交易成交56.00万股 成交额1882.72万元） 甬矽电子8月13日大宗交易平台出现一笔成交，成交量56.00万股，成交金额1882.72万元，大宗交易成交 价为33.62元，相对今日收盘价折价5.00%。该笔交易的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15笔大宗交易，合计成交金额为1.15亿元。 证券时报•数据宝统计显示，甬矽电子今日收盘价为35.39元，下跌1.42%，日换手率为5.15%，成交额为 5.09亿元，全天主力资金净流出3970.07万元，近5日该股累计上涨9.60%，近5日资金合计净流出3142.25 万元。 | 成交量 （万股） | 成交金额 （万元） | 成交价格 （元） | 相对当日 收盘折溢价 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | | | （%） | | | | 56. ...

8月13日，甬矽电子大宗交易成交56万股，成交额1882.72万元，占当日总成交额的3.56%，成交价33.62元，较市场收盘价35.39元折价5%。 | 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 | | --- | --- | --- | --- | --- | --- | --- | | 2025-08-13 | 角矽电子 | 688362 | 33.62 રેણ | 1882.72 | 机构专用 | 中信证券股份有限 公司杭州延安路证 | | | | | | | | Jald shops . 11 . darr | ...

Core Viewpoint - Yongxi Electronics (Ningbo) Co., Ltd. received an "A+" rating for its convertible bond issuance, indicating strong creditworthiness supported by technological strength and established partnerships with key chip companies [1] Group 1: Company Strengths - The company has demonstrated significant competitive strength in technology and industrialization capabilities [1] - Yongxi Electronics has established long-term cooperative relationships with domestic and international core chip enterprises, resulting in strong customer loyalty [1] - The company experienced substantial growth in production volume and revenue during the tracking period, showcasing good operational cash generation ability [1] Group 2: Areas of Concern - There remains a gap in production capacity compared to leading enterprises, which could impact competitiveness [1] - The wafer-level packaging production line is still in the capacity expansion phase, leading to noticeable pressure on gross margins [1] - The company is reliant on external financing for the construction of its second-phase factory project, resulting in a high level of financial leverage that may affect overall credit status [1] Group 3: Future Outlook - The credit level of Yongxi Electronics is expected to remain stable over the next 12 to 18 months [1]

两融数据显示，该股最新融资余额为3.23亿元，近5日减少3321.28万元，降幅为9.32%。（数据宝） 8月12日甬矽电子大宗交易一览 （原标题：甬矽电子现3笔大宗交易 总成交金额2101.86万元） 甬矽电子8月12日大宗交易平台共发生3笔成交，合计成交量61.73万股，成交金额2101.86万元。以折溢 价进行统计，今日3笔大宗交易成交价相对收盘价均为折价交易。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1701.90万元，净买入1701.90万元。 进一步统计，近3个月内该股累计发生14笔大宗交易，合计成交金额为9652.67万元。 证券时报•数据宝统计显示，甬矽电子今日收盘价为35.90元，上涨8.79%，日换手率为9.29%，成交额为 9.06亿元，全天主力资金净流入3576.60万元，近5日该股累计上涨11.18%，近5日资金合计净流出 5377.79万元。 | 成交 | 成交金 | 成交价 | 相对当 日 | | | | --- | --- | --- | --- | --- | --- | | 量 | 额 | 格 | 收盘折 | 买方营业部 | ...

Core Viewpoint - The company, Yongxi Electronics (Ningbo) Co., Ltd., maintains a stable credit rating of A with a stable outlook, supported by its technological strength and long-term partnerships with key chip enterprises, despite facing challenges in capacity expansion and profitability [3][4][5]. Financial Performance - Total assets increased from 83.21 billion yuan in 2022 to 123.31 billion yuan in 2023, with total liabilities rising from 53.76 billion yuan to 83.33 billion yuan during the same period [6][22]. - The company reported significant revenue growth, with total operating income rising from 21.77 billion yuan in 2022 to 36.09 billion yuan in 2023, while net profit improved from a loss of 1.35 billion yuan to a profit of 0.09 billion yuan [8][21]. - The gross profit margin decreased from 21.91% in 2022 to 13.90% in 2023, primarily due to increased costs associated with the second-phase factory construction [20][21]. Operational Capacity - The company is in a capacity expansion phase, with production capacity for non-wafer-level packaging increasing from 349.9 million units in 2022 to 575.7 million units in 2024, and production volume rising from 269 million units to 518 million units during the same period [17][16]. - The utilization rate for non-wafer-level packaging reached 90% in 2024, indicating effective capacity management [16]. R&D and Technological Development - The company has a strong focus on advanced packaging technologies, with R&D expenditures increasing from 1.22 billion yuan in 2022 to 2.17 billion yuan in 2024, representing a growing commitment to innovation [18][17]. - As of 2024, the company holds 400 patents, including 158 invention patents, showcasing its competitive technological capabilities [17][18]. Market Position and Customer Relationships - The company has established long-term relationships with major domestic chip manufacturers, with the top five customers accounting for approximately 38.38% of total sales in 2023 [13][14]. - The company benefits from strong customer loyalty and has successfully expanded its client base, particularly in the automotive and 5G sectors [13][14]. Industry Context - The global packaging and testing market is highly concentrated, with the top five companies holding over 50% market share, indicating significant competitive pressures [10][11]. - The advanced packaging market is expected to grow significantly, driven by increasing demand from high-performance computing and AI applications, positioning the company favorably for future growth [11][12].

表 1： 甬矽电子(宁波)股份有限公司 2025 年度跟踪评级报告 声 明 中诚信国际信用评级有限责任公司 2025 年 8 月 12 日 2 甬矽电子(宁波)股份有限公司 2025 年度跟踪评级报告 编号：信评委函字[2025]跟踪 2960 号 ⚫ 本次评级为委托评级，中诚信国际及其评估人员与评级委托方、评级对象不存在任何其他影响本次评级行为独立、 客观、公正的关联关系。 ⚫ 本次评级依据评级对象提供或已经正式对外公布的信息，以及其他根据监管规定收集的信息，中诚信国际按照相关 性、及时性、可靠性的原则对评级信息进行审慎分析，但中诚信国际对于相关信息的合法性、真实性、完整性、准 确性不作任何保证。 ⚫ 中诚信国际及项目人员履行了尽职调查和诚信义务，有充分理由保证本次评级遵循了真实、客观、公正的原则。 ⚫ 评级报告的评级结论是中诚信国际依据合理的内部信用评级标准和方法、评级程序做出的独立判断，未受评级委托 方、评级对象和其他第三方的干预和影响。 ⚫ 本评级报告对评级对象信用状况的任何表述和判断仅作为相关决策参考之用，并不意味着中诚信国际实质性建议任 何使用人据此报告采取投资、借贷等交易行为，也不能作为任何人购 ...