Core Viewpoint - The semiconductor sector in the A-share market has shown significant strength, with multiple companies experiencing notable stock price increases [1] Company Performance - Chipone Technology (芯原股份) saw its stock price rise over 16% - Diao Microelectronics (帝奥微) increased by more than 10% - Sanxin Technology (灿芯股份) and Debang Technology (德邦科技) both rose over 7% - Aojie Technology (翱捷科技) gained over 6% - Jingsheng Technology (晶升股份) increased by over 5% - Minxin Technology (敏芯股份) rose by over 4% - Unisoc (紫光国微), Sai Microelectronics (赛微微电), Zhenlei Technology (臻镭科技), Hengxuan Technology (恒玄科技), and Taiji Technology (台基股份) all saw increases of over 3% [1]

Core Viewpoint - DiAo Micro's stock price has shown a positive trend, reflecting investor interest and market activity in the semiconductor sector [1] Company Overview - DiAo Micro focuses on the semiconductor industry, specializing in the research, design, and sales of analog chips [1] - The company's products are widely used in consumer electronics, smart home devices, and industrial control applications [1] - DiAo Micro is also involved in emerging fields such as AI glasses and robotics [1] Stock Performance - The latest stock price of DiAo Micro is 24.19 yuan, an increase of 0.53 yuan from the previous trading day [1] - The stock opened at 23.60 yuan, reached a high of 24.19 yuan, and a low of 23.59 yuan, with a trading volume of 69,060 hands and a transaction amount of 166 million yuan [1] Shareholder Activity - On August 25, 800,000 restricted shares will be unlocked for trading, representing 3.23% of the company's total share capital, involving four shareholders [1] - The company has previously conducted multiple share buybacks, with some shares being canceled and others allocated for employee stock ownership plans or equity incentive plans [1] Capital Flow - On August 15, DiAo Micro experienced a net outflow of 20.48 million yuan in main funds, accounting for 0.46% of its circulating market value [1] - Over the past five trading days, the cumulative net outflow of main funds reached 80.31 million yuan, representing 1.81% of the circulating market value [1]

帝奥微最新一期业绩显示，截至2025一季报，公司营业总收入1.53亿元、同比增长19.06%，归属净利润 1239.53万元，同比减少22.82%，扣非净利润379.30万元，同比增长135.48%，流动比率14.254、速动比 率13.293、资产负债率6.00%。 金融界消息 截至2025年8月15日收盘，帝奥微（688381）报收于24.19元，上涨2.24%，换手率3.76%， 成交量6.91万手，成交金额1.66亿元。 资金流向方面，今日主力资金净流出2047.81万元，占比成交额12.35%。其中，超大单净流出673.19万 元、占成交额4.06%，大单净流出1374.61万元、占成交额8.29%，中单净流出流入359.35万元、占成交 额2.17%，小单净流入1688.46万元、占成交额10.18%。 天眼查商业履历信息显示，江苏帝奥微电子股份有限公司，成立于2010年，位于南通市，是一家以从事 软件和信息技术服务业为主的企业。企业注册资本24750万人民币，实缴资本11877.9976万人民币。公 司法定代表人为鞠建宏。 通过天眼查大数据分析，江苏帝奥微电子股份有限公司共对外投资了11家企业， ...

证券代码：688381 证券简称：帝奥微 公告编号：2025-041 江苏帝奥微电子股份有限公司 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： ? 本次股票上市类型为首发限售股份；股票认购方式为网下，上市股数为 本次股票上市流通总数为8,000,000股。 ? 本次股票上市流通日期为2025 年 8 月 25 日。（因 8 月 23 日为非交易日， 故顺延至下一个交易日） 一、本次上市流通的限售股类型 根据中国证券监督管理委员会（以下简称"中国证监会"）于 2022 年 6 月 15 日出具的《关于同意江苏帝奥微电子股份有限公司首次公开发行股票注册的批复》 （证监许可〔2022〕1249 号），同意公司首次公开发行股票的注册申请。公司首次 公开发行人民币普通股 6,305 万股，并于 2022 年 8 月 23 日在上海证券交易所科 创板挂牌上市。公司首次公开发行 A 股前总股本为 189,150,000 股，首次公开发 行 A 股后总股本为 252,200,000 股，其中有限售条件流通股 195,26 ...

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：23.66元）8月14日晚间发布公告称，公司限售股份800万股将于2025年8 月25日解禁并上市流通，占公司总股本比例为3.23%。 ...

首次公开发行部分限售股上市流通公告 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。 证券代码：688381 证券简称：帝奥微 公告编号：2025-041 江苏帝奥微电子股份有限公司 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股的 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） 重要内容提示： 本次股票上市类型为首发限售股份；股票认购方式为网下，上市股数为 8,000,000股。 本次股票上市流通总数为8,000,000股。 本次股票上市流通日期为2025 年 8 ...

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]