Financial Performance - The company's operating revenue for Q1 2025 was ¥189,223,791.08, representing a decrease of 45.69% compared to ¥348,416,333.21 in the same period last year[4] - Net profit attributable to shareholders was ¥19,613,954.50, down 85.97% from ¥139,793,081.93 year-on-year[4] - The net profit after deducting non-recurring gains and losses was ¥12,710,016.87, a decline of 90.52% from ¥134,025,825.26 in the previous year[4] - Basic and diluted earnings per share were both ¥0.0981, reflecting an 85.97% decrease compared to ¥0.6990 in the same period last year[5] - The weighted average return on equity decreased by 2.51 percentage points to 0.40% from 2.91% year-on-year[5] - Total operating revenue for Q1 2025 was ¥189,223,791.08, a decrease of 45.7% compared to ¥348,416,333.21 in Q1 2024[18] - Net profit for Q1 2025 was ¥19,587,691.77, a decline of 86.9% from ¥139,131,087.55 in Q1 2024[19] - Basic earnings per share for Q1 2025 were ¥0.0981, compared to ¥0.6990 in Q1 2024[20] Research and Development - Research and development expenses totaled ¥32,044,567.73, accounting for 16.93% of operating revenue, an increase of 7.05 percentage points from 9.88%[5] - Research and development expenses for Q1 2025 were ¥32,044,567.73, compared to ¥34,408,346.82 in Q1 2024, indicating a reduction of 6.9%[19] Assets and Liabilities - The total assets at the end of the reporting period were ¥5,479,369,622.75, a slight decrease of 0.05% from ¥5,482,189,235.33 at the end of the previous year[5] - The total current assets as of March 31, 2025, amounted to CNY 4,720,487,237.63, slightly down from CNY 4,736,682,759.68 as of December 31, 2024, indicating a decrease of approximately 0.34%[14] - Total assets amounted to ¥5,479,369,622.75, slightly down from ¥5,482,189,235.33 in the previous period[16] - Total liabilities decreased to ¥471,955,883.72 from ¥494,363,188.07[16] - The total equity attributable to shareholders of the parent company was ¥4,945,164,666.47, up from ¥4,925,550,711.98[16] Cash Flow - The net cash flow from operating activities was -¥58,893,214.37, compared to -¥95,891,246.52 in the same period last year, indicating an improvement[4] - Cash inflow from investment activities totaled 2,287,788,456.38, up from 1,894,480,546.57, reflecting a significant increase[22] - The net cash flow from investment activities was 1,243,388,098.86, compared to 225,749,534.10 in the previous period, showing a substantial gain[22] - The net increase in cash and cash equivalents was 1,148,035,935.30, compared to 127,204,904.06 in the previous period, demonstrating strong liquidity growth[23] - The ending balance of cash and cash equivalents was 1,580,809,620.94, up from 1,386,235,271.32, reflecting a solid cash position[23] - Total cash outflow from financing activities was 36,458,949.19, compared to 2,653,383.52 in the previous period, indicating increased financial obligations[23] - The cash paid for dividends and interest was 699,237.50, up from 379,545.83, indicating a rise in shareholder returns[23] Operational Challenges - The company experienced a significant decline in revenue due to strict product acceptance processes and a decrease in orders carried over from the previous year[7] - The company has not disclosed any new product developments or technological advancements in the recent earnings call[13] - There are no updates on market expansion or acquisition strategies mentioned in the latest financial report[13] - The company has not indicated any changes in its operational strategies or future outlook during the earnings call[13]

贵州振华风光半导体股份有限公司（以下简称"公司"或"振华风光"）于近日收到中信证券股份有限公司 （以下简称"中信证券"）《关于贵州振华风光半导体股份有限公司首次公开发行股票并在科创板上市项 目变更保荐代表人的函》。中信证券作为公司首次公开发行股票并在科创板上市项目（以下简称"首发 上市项目"）的保荐机构和主承销商，原指定保荐代表人马峥先生、王彬先生负责持续督导工作，持续 督导期至中国证券监督管理委员会和上海证券交易所规定的持续督导义务结束为止。王彬先生因工作调 整，将不再参与公司剩余持续督导期间的持续督导工作。 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：688439 证券简称：振华风光 公告编号：2025-006 为保证后续工作的有序进行，中信证券决定指派保荐代表人石家峥先生（简历见附件）接替王彬先生承 担后续持续督导期间的持续督导工作，继续履行相关职责。本次变更不影响中信证券对公司的持续督导 工作，本次变更后，公司首发上市项目的持续督导保荐代表人为马峥先生和石家峥先生，持续督导期至 中国证券监督管理委员 ...

贵州振华风光半导体股份有限公司（以下简称"公司"或"振华风光"） 于近日收到中信证券股份有限公司（以下简称"中信证券"）《关于贵州振华风 光半导体股份有限公司首次公开发行股票并在科创板上市项目变更保荐代表人 的函》。中信证券作为公司首次公开发行股票并在科创板上市项目（以下简称 "首发上市项目"）的保荐机构和主承销商，原指定保荐代表人马峥先生、王 彬先生负责持续督导工作，持续督导期至中国证券监督管理委员会和上海证券 交易所规定的持续督导义务结束为止。王彬先生因工作调整，将不再参与公司 剩余持续督导期间的持续督导工作。 为保证后续工作的有序进行，中信证券决定指派保荐代表人石家峥先生（ 简历见附件）接替王彬先生承担后续持续督导期间的持续督导工作，继续履行 相关职责。本次变更不影响中信证券对公司的持续督导工作，本次变更后，公 司首发上市项目的持续督导保荐代表人为马峥先生和石家峥先生，持续督导期 至中国证券监督管理委员会和上海证券交易所规定的持续督导义务结束为止。 公司董事会对王彬先生在公司首发上市及持续督导期间所做出的贡献表 示衷心的感谢！ 688439 2025-006 贵州振华风光半导体股份有限公司 关于变更持续 ...

贵州振华风光半导体股份有限公司 关于召开 2024 年度暨 2025 年第一季度业绩 暨现金分红说明会的公告 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。 会议召开时间：2025年4月30日 (星期三)上午10:00-11:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 ( 网 址 ： http://roadshow.sseinfo.com/) 会议召开方式：上证路演中心图文展示和网络文字互动问答 投资者可于2025年4月24日(星期四)至4月29日(星期二)16:00前登录上 证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱irm@semifg.com 进行提问。公司将在说明会上对投资者普遍关注的问题进行回答。 贵州振华风光半导体股份有限公司 (以下简称"公司")将于 2025 年 4 月 26 日发布公司 2024 年年度报告、2025 年第一季度报告和公司 2024 年年度利润 分配预案的公告。 为便于广大投资者更加全面深入地了解公司 2024 年度和 2025 年第一季 ...

振华风光现6笔大宗交易 总成交金额1.17亿元 振华风光3月18日大宗交易平台共发生6笔成交，合计成交量206.84万股，成交金额1.17亿元。成交价格 均为56.52元，相对今日收盘价折价14.17%。从参与大宗交易营业部来看，机构专用席位共出现在3笔成 交的买方或卖方营业部中，合计成交金额为1.03亿元，净买入1.03亿元。 进一步统计，近3个月内该股累计发生26笔大宗交易，合计成交金额为1.93亿元。 证券时报·数据宝统计显示，振华风光今日收盘价为65.85元，下跌1.33%，日换手率为2.48%，成交额为 1.89亿元，全天主力资金净流出886.08万元，近5日该股累计下跌3.53%，近5日资金合计净流出9162.56 万元。 两融数据显示，该股最新融资余额为2.62亿元，近5日减少5197.21万元，降幅为16.54%。（数据宝） 3月18日振华风光大宗交易一览 | 成交量 （万 | 成交金额 | 成交价 格 | 相对当日收盘 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | 股） | （万元） | （元） | 折溢价（%） | | ...

证券代码：688439 证券简称：振华风光 公告编号：2025-002 贵州振华风光半导体股份有限公司 2024 年度业绩快报公告 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。 2.以上财务数据及指标以合并报表数据填列，但未经审计，最终结果以公司2024年年度 报告为准。数据若有尾差，为四舍五入所致。 二、经营业绩和财务状况情况说明 （一）报告期的经营情况、财务状况及影响经营业绩的主要因素 2024 年，面对复杂多变的经济形势和严峻的特种集成电路市场环境，阶段性需求 有所放缓，公司始终坚持"以客户为中心"，主动应对变局，持续加大研发投入，报 告期内新研、迭代几十余款产品，主动应对变局，将市场开发的重心前移，大力推进 科技成果转化，加快新品推广。在市场普遍下滑的形势下，全面提升集成电路设计研 发、供应链保障、生产组织、封装测试、应用验证、质量管控等综合能力，深度挖掘 市场增量，积极应对各种风险挑战，努力推动公司高质量可持续发展。 本公告所载 2024 年度主要财务数据为初步核算数据，未经会计师事务所审计， 具体数据以贵州振 ...

Financial Performance Forecast - The company expects a net profit attributable to shareholders of 290 million to 340 million yuan for 2024, a decrease of 270.61 million to 320.61 million yuan compared to the previous year, representing a year-on-year decline of 44.32% to 52.51%[4] - The net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be 257 million to 307 million yuan, down by 280.18 million to 330.18 million yuan year-on-year, reflecting a decline of 47.72% to 56.23%[4] - The total profit for 2023 was 709.92 million yuan, with a net profit attributable to shareholders of 610.61 million yuan[5] - The basic earnings per share for 2023 was 3.0530 yuan per share[6] Revenue and Sales Performance - The company faced a decline in sales orders due to decreased demand in the domestic special industry and customer destocking behavior, impacting revenue growth[7] - Increased balances of accounts receivable and notes receivable led to higher credit impairment losses compared to the previous year[7] - Interest income and investment income from idle raised funds significantly decreased due to reduced balances and lower interest rates[7] Product Development and Innovation - The company has been enhancing product technology research and development, launching several new products that have passed user trials but have not yet generated bulk orders[7] Audit and Forecast Accuracy - The performance forecast has not been audited by an accounting firm, and there are no significant uncertainties affecting the accuracy of the forecast[8] - Investors are advised to note that the forecast data is preliminary and the final audited financial data will be disclosed in the official annual report for 2024[9]

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。 贵州振华风光半导体股份有限公司（以下简称"公司"或"振华风光"）于 2024 年 12 月 24 日召开第二届董事会第四次会议及第二届监事会第四次会议， 会议审议通过了《关于研发中心建设项目延期的议案》。保荐人中信证券股份有 限公司（以下简称"保荐机构"）对本事项出具了明确同意的核查意见。上述议 案无需提交股东大会审议，本次延期未改变研发中心建设项目的内容、投资用途、 投资总额和实施主体。现将相关情况公告如下： 一、募集资金基本情况 根据中国证券监督管理委员会《关于同意贵州振华风光半导体股份有限公司 首次公开发行股票注册的批复》（证监许可〔2022〕1334 号），同意公司首次公 开发行股票的注册申请，并经上海证券交易所同意，公司首次向社会公众发行人 民币普通股（A 股）股票 5,000 万股，每股面值人民币 1.00 元，每股发行价格 为人民币 66.99 元。募集资金总额为人民币 334,950.00 万元，扣除全部发行费 用（不含税）后实际募集资金净额为人民币 325, ...