中信建投证券股份有限公司 关于江苏帝奥微电子股份有限公司 首次公开发行部分限售股上市流通的核查意见 2023 年 8 月 23 日，公司首次公开发行战略配售限售股及部分限售股 126,764,328 股限售股上市流通。 2024 年 8 月 23 日，公司首次公开发行战略配售限售的 1,891,500 股限售股 上市流通。 本次上市流通的限售股为首次公开发行的部分限售股，锁定期限为自公司首 次公开发行股票上市之日起 36 个月.本次上市流通的限售股数量为 8,000,000 股， 占公司总股本的 3.23%，对应限售股股东数量为 4 名。该部分限售股将于 2025 年 8 月 25 日起上市流通因（8 月 23 日为非交易日，故顺延至下一个交易日）。 二、本次上市流通的限售股形成后至今公司股本数量变化情况 公司分别于 2024 年 2 月 26 日和 2024 年 3 月 13 日召开了第二届董事会第五 次会议和 2024 年第一次临时股东大会，审议通过了《关于以集中竞价交易方式 回购公司股份方案的议案》，同意公司使用 5,000 万元至 10,000 万元的超募资金 以集中竞价交易方式回购公司股份，回购价格 ...

Group 1 - The current AI wave is characterized by the transformation of all industries through large models, impacting brands, efficiency, processes, systems, and organizational structures [2][4] - The rapid growth of the semiconductor industry is primarily driven by AI and large models, creating new growth dynamics in the silicon photonics sector [4][5] - The integration and upgrading of the manufacturing industry in the Yangtze River Delta region present significant opportunities, forming a collaborative development model of "Shanghai R&D, surrounding manufacturing" [1][6] Group 2 - AI applications are expected to see large-scale implementation by 2025, with the current focus on "industry + AI" to enhance existing business problems [2][3] - The demand for computing power and data transmission is increasing, leading to substantial growth potential in the silicon photonics field [4][5] - The collaboration model in the Yangtze River Delta emphasizes the roles of different regions: Zhangjiang for R&D, Shanghai for engineering, and Rugao for production [7]

Core Viewpoint - The company, DiAo Microelectronics (688381.SH), reported a significant increase in revenue and R&D investment for the fiscal year 2024, indicating strong growth driven by innovation and product development [1] Financial Performance - For the fiscal year 2024, the company achieved a revenue of 526 million yuan, representing a year-on-year growth of 37.98% [1] - The total R&D investment reached 209 million yuan, marking a year-on-year increase of 42.93%, which accounted for 39.78% of the total revenue [1] - In the first quarter of 2025, the company reported a revenue of 153 million yuan, reflecting a year-on-year growth of 19.06% [1] Product Development and Market Expansion - The company has been increasing its R&D investment, leading to the introduction of new products such as simulation switches, power supplies, operational amplifiers, motor drivers, and temperature sensors, which have been mass-produced for various automotive manufacturers [1] - New products are being developed and samples are being sent to customers, indicating a robust pipeline for future growth [1] - The company is focusing on high-efficiency power supplies and load switches for leading optical module manufacturers, highlighting new growth opportunities [1] Strategic Focus and Industry Position - The company aims to become a leading brand in the domestic and international analog chip industry by continuously launching new generation products with competitive performance, power consumption, and reliability [1] - It is consolidating its leading position in signal transmission products and expanding its sensor product categories for applications in automotive, industrial, and consumer sectors [1] - The company is also exploring design methods for large-scale mixed-signal ASICs and advancing the development of matrix controllers [1] Technological Innovations - The company has introduced several innovative products, including the first domestic I3C bus hub series for various applications, and high-precision large current load limit switches for optical modules [1] - New power supply modules with integrated inductors and ultra-low leakage current switches have been developed, showcasing the company's commitment to high-performance solutions [1] - The company is also working on temperature control solutions for optical modules, further enhancing its product offerings in the high-speed interconnect market [1]

Group 1 - The company has successfully mass-produced Type-C signal/audio switching high-speed switches, synchronous DC-DC buck converters, and ultra-low voltage low-power linear regulators for domestic AR/VR manufacturers [1] - The module power solutions are currently being tested and integrated by leading AI glasses manufacturers [1] - The company is promoting its upcoming eUSB repeater product, which is compatible with advanced process SoCs, to both domestic and international clients [1]

Group 1 - Southbound funds recorded a net purchase of HKD 23.426 billion in Hong Kong stocks, marking the highest single-day net purchase since March 12 of this year [1] - The top net purchases included: - HKD 6.293 billion in the Tracker Fund of Hong Kong - HKD 0.831 billion in Tencent Holdings - HKD 0.798 billion in Southern Hang Seng Technology - HKD 0.646 billion in Kuaishou-W - HKD 0.586 billion in Li Auto-W - HKD 0.511 billion in Alibaba-W - HKD 0.386 billion in Meitu - HKD 0.290 billion in CanSino Biologics - HKD 0.270 billion in Meituan-W - HKD 0.248 billion in Xiaomi Group-W - HKD 0.232 billion in Innovent Biologics - HKD 0.121 billion in SMIC [1] Group 2 - Southbound funds have net purchased Tencent for 9 consecutive days, totaling HKD 4.426 billion - Southbound funds have net purchased Xiaomi for 8 consecutive days, totaling HKD 4.410 billion - Southbound funds have net purchased Kuaishou for 4 consecutive days, totaling HKD 2.452 billion [1]

Group 1 - The company has approved a share repurchase plan using self-owned funds and special loans, with a budget of 100 million to 200 million RMB, and a maximum repurchase price of 41.68 RMB per share, primarily for employee stock ownership plans or equity incentive plans [1] - The repurchase period is set for 12 months from the board's approval date [1] - As of July 31, 2025, the company has repurchased a total of 5,899,428 shares, accounting for 2.38% of the total share capital of 247,500,000 shares, with a total expenditure of approximately 117.77 million RMB [2] Group 2 - The company will adhere to relevant regulations and make repurchase decisions based on market conditions during the repurchase period, ensuring timely information disclosure regarding the progress of the share repurchase [3]

Group 1 - The company announced a plan to repurchase shares using self-owned funds and a special loan, with a total amount ranging from 100 million to 200 million yuan [1] - The repurchase will be conducted through centralized bidding, with a maximum price of 41.68 yuan per share [1] - The repurchased shares will primarily be used for employee stock ownership plans or equity incentive plans [1] Group 2 - As of July 31, 2025, the company has repurchased a total of 5.8994 million shares, accounting for 2.38% of the total share capital [1] - The total funds used for the repurchase amount to 118 million yuan, excluding transaction costs such as stamp duty and commission [1]

证券日报网讯 8月4日晚间，帝奥微发布公告称，截至2025年7月31日，公司通过集中竞价交易方式已累 计回购股份5，899，428股，占公司总股本的比例为2.38%。 （文章来源：证券日报） ...

2024年1至12月份，帝奥微的营业收入构成为：集成电路占比100.0%。 （文章来源：每日经济新闻） 帝奥微（SH 688381，收盘价：23.43元）8月4日晚间发布公告称，截至2025年7月31日，公司通过集中 竞价交易方式已累计回购股份约590万股，占公司总股本约2.48亿股的比例为2.38%，回购成交的最高价 为26.22元/股，最低价为16.96元/股，支付的资金总额为人民币约1.18亿元。 ...

证券代码：688381 证券简称：帝奥微 公告编号：2025-040 江苏帝奥微电子股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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、准确性和完整性承担法律责任。 重要内容提示： | 回购方案首次披露日 | 2024/12/4 | | --- | --- | | 回购方案实施期限 | 待董事会审议通过后 12 个月 | | 预计回购金额 | 10,000万元~20,000万元 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | □用于转换公司可转债 □为维护公司价值及股东权益 | | 累计已回购股数 | 589.94 万股 | | 累计已回购股数占总股本比例 | 2.38% | | 累计已回购金额 | 11,776.60万元 | | 实际回购价格区间 | 16.96元/股~26.22元/股 | 公司于 2024 年 12 月 2 日召开了第二届董事会第十一次会议，审议通过了《关 于以集中竞价交易方式回购公司股份方案的议案》，同意公司使用 10,000 万元至 20,000 ...