人民财讯9月29日电，帝奥微(688381)9月29日公告，公司正在筹划以发行股份及支付现金的方式购买荣 湃半导体(上海)有限公司(以下简称"荣湃")股权。公司股票已于2025年9月29日开市起停牌，并将于2025 年9月30日开市起继续停牌，预计停牌(累计)时间不超过10个交易日。 ...

格隆汇9月29日丨帝奥微(688381.SH)公布，公司正在筹划以发行股份及支付现金的方式购买荣湃半导体 (上海)有限公司（以下简称"荣湃"或"标的公司"）股权（以下简称"本次交易"）。本次交易尚处于筹划 阶段，截至本公告披露日，荣湃的估值尚未最终确定。 因本次交易尚存在不确定性，为了保证公平信息披露、维护投资者利益，避免对公司股价造成重大影 响，根据上海证券交易所的相关规定，经公司申请，公司股票已于2025年9月29日开市起停牌，并将于 2025年9月30日开市起继续停牌，预计停牌（累计）时间不超过10个交易日。 ...

帝奥微公告，公司正在筹划以发行股份及支付现金的方式购买荣湃半导体(上海)有限公司股权。因本次 交易尚存在不确定性，经公司申请，公司股票（证券简称：帝奥微，证券代码：688381）已于2025年9 月29日开市起停牌，并将于2025年9月30日开市起继续停牌，预计停牌（累计）时间不超过10个交易 日。股票停牌期间，公司将根据事项进展情况，严格按照有关法律法规的规定和要求履行信息披露义 务。 ...

格隆汇9月26日丨帝奥微(688381.SH)公布，收到公司实际控制人鞠建宏先生与其一致行动人郑慧女士的 通知，双方协商一致签署了《一致行动协议书之终止协议》，郑慧女士退出与公司实际控制人的一致行 动关系，公司控股股东和实际控制人未发生变化。本次一致行动关系解除后，郑慧女士不再是公司实际 控制人鞠建宏先生的一致行动人，公司实际控制人鞠建宏先生和其控制的企业合计持有22.77%股份对 应的表决权，不会导致公司控股股东、实际控制人发生变化，不会影响公司治理结构和经营。 ...

证券代码：688381 证券简称：帝奥微 公告编号：2025-052 江苏帝奥微电子股份有限公司 关于实际控制人与一致行动人解除一致行动关系暨 权益变动的提示性公告 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： 本次权益变动不涉及股东各方实际持股数量及比例的增减，系公司实际 控制人与其一致行动人解除一致行动关系； 本次一致行动关系解除后，郑慧女士不再是公司实际控制人鞠建宏先生 的一致行动人，公司实际控制人鞠建宏先生和其控制的企业合计持有 22.77%股 份对应的表决权，不会导致公司控股股东、实际控制人发生变化，不会影响公司 治理结构和经营。 江苏帝奥微电子股份有限公司（以下简称"帝奥微"或"公司"）于 2025 年 9 月 26 日收到公司实际控制人鞠建宏先生与其一致行动人郑慧女士的通知， 双方协商一致签署了《一致行动协议书之终止协议》，郑慧女士退出与公司实际 控制人的一致行动关系，公司控股股东和实际控制人未发生变化。现将相关情况 公告如下： 一、一致行动人协议签署及履行情况 鉴于： 1．2022 年 3 ...

Core Viewpoint - The semiconductor sector is experiencing significant growth, with various chip stocks rising over 10%, leading to a surge in related ETFs by more than 4% to 5% [1][2]. Group 1: Stock Performance - Chip stocks such as Zhongke Lanyun, Chip Origin, Jucheng, Haiguang Information, and Diaomicro have seen increases exceeding 10% [1]. - The Sci-Tech Innovation Chip Design ETF rose by 5.49%, while other related ETFs also reported gains ranging from 3.54% to 4.50% [2][3]. Group 2: Industry Developments - The semiconductor industry is witnessing an influx of domestic tech giants entering chip R&D, with Huawei announcing the timeline for its Ascend chip iteration [5]. - Companies like SMIC and Huahong Semiconductor are optimistic about future orders and market conditions [5]. - The upcoming IPO of Moore Threads, a leading domestic GPU company, is expected to enhance the domestic GPU landscape [5]. Group 3: Market Trends - According to Huatai Securities, global semiconductor equipment revenue is projected to grow by 14% year-on-year in 2025, reaching $148 billion [6]. - The Chinese semiconductor equipment market is experiencing a slight decline, with a 1% decrease in the first half of 2025, while the domestic equipment localization rate has increased by 6 percentage points to 21% [6][7]. - The overseas semiconductor equipment market is driven by AI demand, with a 40% year-on-year growth in the second quarter of 2025 [7][8]. Group 4: Future Outlook - The global semiconductor equipment revenue is expected to grow by 8% in 2026, with the Chinese market projected to remain stable [8]. - The focus on AI-related investments and the expansion of advanced logic in China are seen as structural opportunities for growth [8].

Core Viewpoint - The stock of DiAo Micro has shown significant volatility, with a year-to-date increase of 43.76%, but recent trading patterns indicate mixed investor sentiment and a decline in net profit [2][3]. Group 1: Stock Performance - As of September 19, DiAo Micro's stock price was 27.42 CNY per share, down 2.04% for the day, with a total market capitalization of 6.786 billion CNY [1]. - Year-to-date, the stock has increased by 43.76%, with a 2.97% rise in the last five trading days, a 3.55% decline over the last 20 days, and a 28.73% increase over the last 60 days [2]. Group 2: Trading Activity - On September 19, the net outflow of main funds was 643.45 thousand CNY, with large orders showing a buy of 3.1465 million CNY and a sell of 3.4104 million CNY [1]. - The company has appeared on the "Dragon and Tiger List" twice this year, with the most recent instance on August 19, where it recorded a net buy of -20.3621 million CNY [2]. Group 3: Financial Performance - For the first half of 2025, DiAo Micro reported revenue of 306 million CNY, a year-on-year increase of 15.11%, but a net profit loss of 4.2092 million CNY, a decrease of 115.73% compared to the previous year [2]. - The company's main business revenue composition is 51.58% from power management and 48.42% from signal chains [2]. Group 4: Shareholder Information - As of June 30, 2025, the number of shareholders increased to 15,600, with an average of 11,799 circulating shares per person, a decrease of 0.25% [2]. - DiAo Micro has distributed a total of 153 million CNY in dividends since its A-share listing [3].

Core Viewpoint - DiAo Microelectronics (688381.SH) reported a decline in net profit for the first half of 2025 despite a revenue increase, indicating potential challenges in profitability and cash flow management [1][3]. Financial Performance Summary - For the first half of 2025, the company achieved operating revenue of 306.13 million yuan, a year-on-year increase of 15.11% compared to 265.94 million yuan in the same period last year [1][3]. - The net profit attributable to shareholders was -4.21 million yuan, a significant decrease from 26.77 million yuan in the previous year, reflecting a decline of 115.73% [1][3]. - The net profit excluding non-recurring gains and losses was -23.84 million yuan, compared to -2.41 million yuan in the same period last year [1][3]. - The net cash flow from operating activities was -17.77 million yuan, an improvement from -30.88 million yuan in the previous year [1][3]. Previous Year Comparison - In 2024, the company reported operating revenue of 526.25 million yuan, a year-on-year increase of 37.98% from 381.40 million yuan in 2023 [4]. - The net profit attributable to shareholders for 2024 was -47.07 million yuan, down from 15.39 million yuan in 2023, indicating a decline of 405.76% [4]. - The net profit excluding non-recurring gains and losses for 2024 was -93.68 million yuan, compared to -56.30 million yuan in 2023 [4]. - The net cash flow from operating activities in 2024 was -76.16 million yuan, worsening from -2.35 million yuan in 2023 [4]. IPO and Fundraising - DiAo Microelectronics went public on the Shanghai Stock Exchange's Sci-Tech Innovation Board on August 23, 2022, raising a total of 262.79 million yuan, with a net amount of 241.56 million yuan after deducting issuance costs [5]. - The company initially planned to raise 150 million yuan for product upgrades, R&D center construction, and working capital [5]. - The underwriting fees totaled 21.23 million yuan, with the main underwriter being CITIC Securities [5].

Core Viewpoint - The company DiAo Micro (301319) has launched multiple products for optical modules, aiming to enhance its market share in high-speed interconnect applications driven by increasing AI computing demands and data traffic [3]. Product Development - DiAo Micro has introduced high-efficiency DCDC converters, analog switches, and level shifters, which have been adopted by leading customers [3]. - The company has also released several new products specifically for high-speed optical modules, including the first domestic high-precision optical module [3]. Market Context - Optical modules are critical components for optical communication and high-speed interconnects in data centers, requiring higher power efficiency, precision, and stability from analog chips [3]. - Despite the growing demand, domestic analog chip manufacturers have a low penetration rate in high-end applications like optical modules [3]. Future Outlook - With the iterative development of products such as DCDC converters, level shifters, and current-limiting switches, DiAo Micro is expected to accelerate the domestic substitution process in the optical module market and increase its market share [3].

Group 1 - The company, DiAo Micro (688381.SH), stated on its interactive platform that it currently does not engage in any products related to DSP (Digital Signal Processing) [1]