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公司问答丨振华风光:公司已有10款存储器产品完成转产并获得小批量订货
Ge Long Hui A P P· 2025-11-17 08:47
Core Viewpoint - The company is actively advancing its layout in the storage chip sector, with 10 storage products having completed the transition and received small batch orders [1] Group 1 - The company has completed factory-level verification for its 64GB storage product, which is currently in the user trial verification phase [1] - The timeline for mass production and delivery will be determined based on R&D progress, market demand, and customer certification [1]
振华风光:公司始终高度重视投资者关系管理工作
Zheng Quan Ri Bao Wang· 2025-11-16 12:41
证券日报网讯振华风光11月14日在互动平台回答投资者提问时表示,公司始终高度重视投资者关系管理 工作,已设有专人定期通过上证e互动平台回复投资者提问,并保持投资者热线及邮箱的畅通,确保沟 通渠道有效。对于投资者关于设立专职岗位的建议,公司会认真研究并纳入投资者关系管理优化考量。 未来,公司将继续遵循信息披露规范,持续完善与投资者的沟通机制,提升互动质量。 ...
振华风光:公司客户多为央企集团及科研院所
Zheng Quan Ri Bao· 2025-11-14 14:13
证券日报网讯振华风光11月14日在互动平台回答投资者提问时表示,公司应收账款主要源于高可靠领域 业务特点,客户多为央企集团及科研院所,信用等级较高,历史回款风险整体可控。应收账款主要受产 品交付周期延长及客户结算流程影响。公司已采取多项措施加强管控:一是强化合同签订前的客户信用 调查与额度管理;二是优化回款激励机制并针对性制定回款计划;三是通过"销售+技术"协同深化客户 需求跟进及回款责任制。2025年上半年,公司经营活动现金流净额同比改善2.12亿元,反映回款效率提 升,但具体回款金额受客户实际进度制约,存在不确定性。 (文章来源:证券日报) ...
振华风光:公司正加快布局低空经济、低轨卫星等未来产业
Zheng Quan Ri Bao· 2025-11-14 14:13
证券日报网讯振华风光11月14日在互动平台回答投资者提问时表示,公司主要专注于高可靠集成电路市 场的同时,结合发展战略及市场需求正加快布局低空经济、低轨卫星、人形机器人、商业航天、汽车电 子等未来产业。 (文章来源:证券日报) ...
振华风光:公司目前暂无晶圆制造能力
Zheng Quan Ri Bao Wang· 2025-11-14 14:11
Core Viewpoint - The company currently lacks wafer manufacturing capabilities but is planning to establish a wafer manufacturing production line through its fundraising projects [1] Group 1: Company Development - As of June 30, 2025, the company expects to have approximately 849 employees, with 261 in research and development, representing about 30.74% of the total workforce [1] - The number of R&D personnel has shown a steady growth trend in recent years, indicating a focus on enhancing talent structure [1]
振华风光:公司将持续优化产能布局和供应链管理以确保订单交付
Zheng Quan Ri Bao Wang· 2025-11-14 14:11
Core Viewpoint - The delivery cycle for T/R chips has been extended to 12-18 months, reflecting overall industry demand growth and current supply chain conditions [1] Group 1: Company Updates - The company has six products that can be applied to T/R components, with some already starting small batch orders [1] - The company will continue to optimize capacity layout and supply chain management to ensure order delivery [1]
振华风光:振华风光产品主要应用于商业航空、航天等高可靠领域
Zheng Quan Ri Bao Wang· 2025-11-14 14:11
Core Viewpoint - Zhihua Wind Power focuses on high-reliability fields such as commercial aviation and aerospace, with related revenue accounting for over 90% of total income [1] Group 1: Company Strategy - The company will continue to concentrate on the high-reliability integrated circuit sector [1] - It plans to diversify its industrial layout to meet the demands of automotive, industrial, and civilian applications [1]
振华风光:公司始终高度重视研发创新
Core Viewpoint - The company emphasizes its commitment to research and development, continuously increasing investment to drive technological advancement and product upgrades [1] Group 1: R&D and Innovation - The company has introduced multiple new products in response to market demand, including amplifiers, magnetic encoding chips, and rotary decoding drivers [1] - The company is focused on commercial application, with some new products already undergoing user trials and gradually forming a supply chain [1] Group 2: Market Orientation - The company will continue to follow market trends and actively promote the industrialization of new technologies [1]
振华风光:公司已有30余款产品完成商业卫星相关试验并通过客户验证
Zheng Quan Ri Bao Wang· 2025-11-14 12:41
证券日报网讯振华风光11月14日在互动平台回答投资者提问时表示,公司在低空经济领域等新产品、新 客户、新领域市场,已实现多款信号链及电源管理器产品在无人机等低空飞行器新兴领域中的应用,相 关产品已完成验证并形成小部分订单。在卫星互联网领域,公司已有30余款产品完成商业卫星相关试验 并通过客户验证,可满足卫星应用环境,部分产品已形成订单。当前公司正紧密跟踪用户需求计划,确 保交付能力。 ...
振华风光:公司首款基于RISC-V架构的32位MCU产品已开始小批量出货
Mei Ri Jing Ji Xin Wen· 2025-11-14 09:21
每经AI快讯,有投资者在投资者互动平台提问:公司以RISC-V架构为核心的mcu在国内处于什么水 平? (记者 曾健辉) 振华风光(688439.SH)11月14日在投资者互动平台表示,尊敬的投资者,您好!公司首款基于RISC-V 架构的32位MCU产品已开始小批量出货,可应用于电机控制、电子系统健康监测等场景,目前正积极 开展后续定型及量产工作。该产品具备集成32位内核、最高80MHz工作频率、内置最大256KB闪存、宽 电压支持(3V-5V)及高ESD性能(8000V)等特点。在技术储备方面,公司已研发多款基于RISC-V架 构的32位微处理器,拥有外设路由管理技术、改进型多层总线管理技术,并开发了高性能ADC、运放 和灵活的通讯接口,在高可靠领域填补空白,同时建立了完善的应用生态平台。 ...