Core Insights - The stock of Zhongwei Semiconductor experienced a decline of 2.75% on August 29, with a trading volume of 439 million yuan [1] - The company reported a financing buy-in amount of 63.09 million yuan and a net financing buy of 4.64 million yuan on the same day [1][2] - As of June 30, 2025, Zhongwei Semiconductor achieved a revenue of 504 million yuan, reflecting a year-on-year growth of 17.56%, and a net profit of 86.47 million yuan, marking a 100.99% increase [2] Financing and Shareholding - The total financing and securities balance for Zhongwei Semiconductor reached 374 million yuan, with financing balance accounting for 6.71% of the circulating market value [1] - The company has a total of 22,600 shareholders as of June 30, 2025, with an average of 6,540 circulating shares per person, indicating a slight increase in individual holdings [2] - The company has distributed a total of 380 million yuan in dividends since its A-share listing [3] Institutional Holdings - As of June 30, 2025, the fourth largest circulating shareholder is Southern Science and Technology Innovation Board 3-Year Open Mixed Fund, holding 1.2589 million shares as a new shareholder [3] - Hong Kong Central Clearing Limited is the sixth largest circulating shareholder, increasing its holdings by 379,700 shares to 1.1954 million shares [3] - Southern CSI 1000 ETF and Huaxia CSI 1000 ETF are also among the top ten circulating shareholders, with increases in their holdings [3]

Core Insights - The company reported a revenue of 504 million yuan for the first half of 2025, representing a year-on-year growth of 17.56% [1] - The total profit reached 90.57 million yuan, with a net profit attributable to shareholders of 86.47 million yuan, and a non-recurring net profit of 75.76 million yuan, showing increases of 124.35%, 100.99%, and 19.92% respectively compared to the previous year [1] Company Overview - The company is a leading provider of intelligent control solutions in China, focusing on the research, design, and sales of digital and analog chips, offering a one-stop solution of "MCU + driver + underlying algorithms" [1] - It has developed design capabilities across various technologies including 8-bit and 32-bit MCUs, high-precision analog, power drivers, power devices, wireless RF, and core algorithms [1] - The company is advancing its production processes from 55nm to 180nm CMOS, 90nm to 350nm BCD, bipolar, SGTMOS, and IGBT technologies, and is gradually moving towards 40nm and 22nm processes [1] Market Position - The company has expanded its product application areas and scenarios, effectively increasing revenue from new fields such as automotive electronics, artificial intelligence, and robotics during the reporting period [1] - With the promotion of new products and market expansion, the company has enhanced its product series, leading to a rapid increase in chip shipments and an expanded market share [2] - The company has solidified its leading position in the domestic 8-bit MCU market and has become an important supplier for the domestic replacement of 32-bit MCUs [2]

格隆汇8月29日丨中微半导(688380.SH)发布中报，2025上半年实现营业总收入5.04亿元，同比增长 17.56%；归属母公司股东净利润8646.96万元，同比增长100.99%；基本每股收益为0.22元。 ...

（文章来源：每日经济新闻） 每经AI快讯，8月29日，中微半导(688380.SH)公告称，2025年上半年，公司实现营业收入5.04亿元，同 比增长17.56%；归属于上市公司股东的净利润8646.96万元，同比增长100.99%。 ...

Growth - Huayin Power reported a net profit of 207 million yuan for the first half of the year, a year-on-year increase of 4146.80% [1] - Guotou Zhonglu achieved a net profit of 25.08 million yuan, up 2149.03% year-on-year [1] - Jianfeng Group's net profit reached 618 million yuan, reflecting a year-on-year growth of 1196.93% [1] - Haixiang New Materials reported a net profit of 64.95 million yuan, with a year-on-year increase of 1099.05% [1] - Shanshan Co. posted a net profit of 207 million yuan, up 1079.59% year-on-year [1] - Huaxia Airlines achieved a net profit of 251 million yuan, a year-on-year increase of 858.95% [1] - Haitan Ruisheng reported a net profit of 3.80 million yuan, reflecting a year-on-year growth of 813.65% [1] - Wentai Technology's net profit was 474 million yuan, up 237.36% year-on-year [1] - ST Yigou reported a net profit of 48.69 million yuan, a year-on-year increase of 230.03% [1] - Youyan New Materials achieved a net profit of 130 million yuan, reflecting a year-on-year growth of 218.47% [1] - Guotai Haitong reported a net profit of 15.737 billion yuan, up 213.74% year-on-year [1] - Batian Co. posted a net profit of 456 million yuan, reflecting a year-on-year increase of 203.71% [1] - Changjiang Securities achieved a net profit of 1.737 billion yuan, up 120.76% year-on-year [1] - China Shipbuilding reported a net profit of 2.946 billion yuan, reflecting a year-on-year growth of 108.59% [1] - Shenwan Hongyuan posted a net profit of 4.284 billion yuan, up 101.32% year-on-year [1] - Zhongwei Semiconductor reported a net profit of 86.47 million yuan, reflecting a year-on-year increase of 100.99% [1] - Lankai Technology achieved a net profit of 1.159 billion yuan, up 95.41% year-on-year [1] - CICC reported a net profit of 4.33 billion yuan, reflecting a year-on-year growth of 94.35% [1] - TCL Technology posted a net profit of 1.883 billion yuan, up 89.26% year-on-year [1] - Guoxin Securities achieved a net profit of 5.367 billion yuan, reflecting a year-on-year increase of 71% [1] - Haowei Group reported a net profit of 2.028 billion yuan, up 48.34% year-on-year [1] - GF Securities posted a net profit of 6.47 billion yuan, reflecting a year-on-year growth of 48.31% [1] - Huatai Securities achieved a net profit of 7.549 billion yuan, up 42.16% year-on-year [1] - Lingyi Manufacturing reported a net profit of 930 million yuan, reflecting a year-on-year increase of 35.94% [1] - Guoxuan High-Tech achieved a net profit of 367 million yuan, up 35.22% year-on-year [1] - Zoomlion reported a net profit of 2.765 billion yuan, reflecting a year-on-year growth of 20.84% [1] - Yunnan Baiyao posted a net profit of 3.633 billion yuan, up 13.93% year-on-year [1] - BYD achieved a net profit of 15.511 billion yuan, reflecting a year-on-year increase of 13.79% [1] Decline and Loss - Agricultural Bank reported a net profit of 139.51 billion yuan, a year-on-year increase of 2.7% [2] - Gujing Gongjiu achieved a net profit of 3.662 billion yuan, up 2.49% year-on-year [2] - Bank of Communications reported a net profit of 46.016 billion yuan, reflecting a year-on-year increase of 1.61% [2] - Postal Savings Bank achieved a net profit of 49.228 billion yuan, up 0.85% year-on-year [2] - China Rare Earth reported a net profit of 16.2 million yuan, turning from loss to profit [2] - New Hope achieved a net profit of 75.5 million yuan, turning from loss to profit [2] - BeiGene reported a net profit of 450 million yuan, turning from loss to profit [2] - Shenghe Resources achieved a net profit of 37.7 million yuan, turning from loss to profit [2] - China Great Wall reported a net profit of 13.8 million yuan, turning from loss to profit [2] - Tianqi Lithium reported a net profit of 8.441 million yuan, turning from loss to profit [2] - Yunda Holdings reported a net profit of 52.9 million yuan, a year-on-year decline of 49.19% [2] - Magmi Te reported a net profit of 17.4 million yuan, down 44.82% year-on-year [2] - Youa Holdings reported a net profit of 5.348 million yuan, down 45.61% year-on-year [2] - Yanzhou Coal reported a net profit of 4.652 billion yuan, down 38.53% year-on-year [2] - Changfei Optical Fiber reported a net profit of 296 million yuan, down 21.71% year-on-year [2] - Pianzaihuang reported a net profit of 1.442 billion yuan, down 16.22% year-on-year [2] - China Shenhua reported a net profit of 246.41 billion yuan, down 12% year-on-year [2] - China Railway reported a net profit of 118.27 billion yuan, down 17.17% year-on-year [2] - Luzhou Laojiao reported a net profit of 766.3 million yuan, down 4.54% year-on-year [2] - Industrial and Commercial Bank reported a net profit of 168.103 billion yuan, down 1.4% year-on-year [2] - China Construction Bank reported a net profit of 162.076 billion yuan, down 1.37% year-on-year [2] - Jingwang Electronics reported a net profit of 64.9 million yuan, down 1.06% year-on-year [2] - Bank of China reported a net profit of 117.591 billion yuan, down 0.85% year-on-year [2] - Beijing-Shanghai High-Speed Railway reported a net profit of 6.316 billion yuan, down 0.64% year-on-year [2] - Baike Biotechnology reported a net loss of 73.5734 million yuan, turning from profit to loss [2] - ST Xintong reported a net loss of 95.1607 million yuan, turning from profit to loss [2] - Gemdale Group reported a net loss of 3.701 billion yuan [2] - China Eastern Airlines reported a net loss of 1.431 billion yuan [2] Additional Losses - Garden Holdings reported a net loss of 74.4346 million yuan [3] - Wantong Development reported a net loss of 28.0411 million yuan [3]

Core Viewpoint - The report highlights the financial performance and operational developments of China Micro Semiconductor (Shenzhen) Co., Ltd. for the first half of 2025, showcasing significant growth in revenue and profit driven by increased market demand and product innovation. Financial Performance - The company's operating income for the first half of 2025 reached approximately 504 million RMB, representing a 17.56% increase compared to the same period last year [3] - Total profit amounted to approximately 91 million RMB, a substantial increase of 124.35% year-on-year [3] - Net profit attributable to shareholders was approximately 86 million RMB, reflecting a 100.99% increase compared to the previous year [3] - The net cash flow from operating activities was approximately 151 million RMB, up by 19.67% from the previous year [3] Key Financial Indicators - Basic earnings per share doubled to 0.22 RMB from 0.11 RMB [3] - The weighted average return on equity increased to 2.85%, up by 1.42 percentage points from the previous year [3] - Research and development expenses accounted for 10.51% of operating income, down from 13.89% [3] Business Overview - The company specializes in the research, design, and sales of digital and analog chips, providing comprehensive solutions including "MCU + driver + underlying algorithms" [17] - The product range includes 8-bit and 32-bit MCUs, various ASIC chips, and SoC chips, widely used in consumer electronics, smart home appliances, industrial control, automotive electronics, and robotics [17][18] - The company is recognized as a leading domestic supplier of 8-bit MCUs and is becoming a significant player in the 32-bit MCU market [17] Market Position and Strategy - The company has strengthened its market position by enhancing product performance and quality, with a growing revenue share from high-end applications [18] - Continuous investment in research and development has led to the introduction of new products targeting emerging markets such as robotics and AI [18] - The company has established partnerships with major brands in various sectors, including home appliances and industrial control, further expanding its market reach [19][20] Industry Context - The semiconductor industry is experiencing a recovery driven by the demand for consumer electronics, industrial automation, and automotive applications, supported by national industrial policies [3][17] - The company operates under a Fabless model, focusing on chip design and outsourcing manufacturing, which allows for flexibility and reduced capital requirements [15]

| 中微半导体（深圳）股份有限公司2025 年半年度报告摘要 | | | | | | --- | --- | --- | --- | --- | | 公司代码：688380 公司简称：中微半导 | | | | | | 中微半导体（深圳）股份有限公司 | | | | | | 中微半导体（深圳）股份有限公司2025 年半年度报告摘要 | | | | | | 第一节 重要提示 | | | | | | 规划，投资者应当到 www.sse.com.cn 网站仔细阅读半年度报告全文。 | | | | | | 公司已在本报告中详细阐述公司在经营活动中可能存在的相关风险及应对措施，敬请查阅本 | | | | | | 报告"第三节 管理层讨论与分析"。 | | | | | | 虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 | | | | | | 不适用 | | | | | | □适用 √不适用 | | | | | | 第二节 公司基本情况 | | | | | | 公司股票简况 | | | | | | 公司股票简况 | | | | | | 股票上市交易所 股票简称 股票代码 | 变更前股票简称 | | | 股票种 ...

2025 年 4 月 9 日，公司第二届董事会第二十一次会议审议通过《2025 年度提质 增效重回报行动方案》。结合 2025 年半年度报告，对方案评估具体如下： 公司持续加强募投项目管理，加速募集资金使用，推动募投项目产业化 落地。2025 年上半年，公司围绕募投项目研发立项 36 个，其中消费电子领 域 12 个、家电领域 13 个、工业控制（无刷电机）领域 6 个、汽车电子领域 5 个，共投入募集资金 1.69 亿，占募投项目资金总额的 27.79%。上述项目 成功量产，将有效拓宽产品系列、丰富产品资源，同时提高公司产品性能、 品质和竞争力。 人才是公司发展的核心驱动力，是决定竞争力强弱、创新能力高低与未来 潜力大小的关键要素。吸引好、培养好和使用好人才是人才战略的首要问题。 建立健全合理的考核奖励体系，推进岗位绩效考核，持续人员培训与优化，保 持进出有序，保持人才队伍活力。 加强人员与高校交流与合作，有效推进与电子科大的联合研发，针对端侧 AI 的 MCU 项目取得进展；鼓励发明创新，积极撰写发明专利，加强知识产权 保护，报告期申请发明专利 9 项、实用新型专利 1 项、集成电路布图 10 项。获 得 ...

证券代码：688380 证券简称：中微半导 公告编号：2025-036 中微半导体（深圳）股份有限公司 2025 年半年度募集资金存放与实际使用情况 专项报告 根据《上市公司监管指引第 2 号——上市公司募集资金管理和使用的监管要 求（2022 年修订）》（证监会公告〔2022〕15 号）和《上海证券交易所科创板上 市公司自律监管指引第 1 号——规范运作（2023 年 12 月修订）》（上证发〔2023〕 194 号）的规定，将本公司 2025 年半年度募集资金存放与使用情况专项说明如下。 为了规范募集资金的管理和使用，提高资金使用效率和效益，保护投资者权 益，本公司按照《中华人民共和国公司法》《中华人民共和国证券法》《上市公 司监管指引第2号——上市公司募集资金管理和使用的监管要求（2022年修订）》 （证监会公告〔2022〕15号）和《上海证券交易所科创板上市公司自律监管指引 第1号——规范运作（2023年12月修订）》（上证发〔2023〕194号）等有关法律 一、募集资金基本情况 （一）实际募集资金金额和资金到账时间 根据中国证券监督管理委员会《关于中微半导体（深圳）股份有限公司首次 公开发行股票注册 ...

Group 1 - The company reported a revenue of 504 million yuan for the first half of 2025, representing a year-on-year growth of 17.56% [1] - The net profit attributable to shareholders of the listed company reached 86.47 million yuan, showing a significant year-on-year increase of 100.99% [1]