芯联集成电路制造股份有限公司 关于公司 2024 年度提质增效重回报专项行动方案的 一、聚焦经营主业，提升核心竞争力 上半年，公司上下紧紧围绕"持续提升公司核心竞争力，发挥一站式系统代 工模式的优势，聚焦重点客户的核心需求，抓住国产芯片导入时间窗口同时加强 研发力度，不断推出稀缺工艺技术平台"这一纲领，不断提升公司经营质量。 从公司上半年的经营业绩来看，公司精细化管理卓有成效。一方面，新能源 汽车与消费电子市场的需求持续增长，为公司带来了双引擎增长动力。另一方面， 公司推行的生产管理的持续优化也为公司提供了坚实的运营基础，并带来了显著 的成本效益。在上述因素的协同作用下，公司 2024 年上半年经营业绩实现了全 方位增长。 报告期内，公司实现营业收入 28.80 亿元，较上年同期增长 14.27%，其中 主营业务收入增幅 11.51%，保持了良好的增长势头。归属于上市公司股东的净 利润为-4.70 亿元，实现同比大幅减亏 57.53%。剔除年度折旧及摊销费用 20.46 亿元后，公司上半年实现 EBITDA（息税折旧摊销前利润）11.23 亿元，与上年同 期相比增加 7.16 亿元，同比增长 175.74%。 ...

证券代码：688469 证券简称：芯联集成 公告编号：2024-057 芯联集成电路制造股份有限公司 关于发行股份及支付现金购买资产事项的进展公告 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。 二、本次交易的进展情况 2024 年 6 月 21 日，公司第一届董事会第二十四次会议审议通过了《关于公 司发行股份及支付现金购买资产暨关联交易方案的议案》等与本次交易相关的议 案。具体内容详见公司于 2024 年 6 月 22 日在上海证券交易所网站 （www.sse.com.cn）披露的《芯联集成电路制造股份有限公司发行股份及支付现 金购买资产暨关联交易预案》等相关公告。 2024 年 7 月 20 日，公司披露了《芯联集成电路制造股份有限公司关于发行 股份及支付现金购买资产事项的进展公告》（公告编号：2024-055 号）。 自预案披露以来，公司、各中介机构及其他相关方正在积极推进本次交易的 相关工作。截至本公告披露日，本次交易所涉及的审计、评估及尽职调查等工作 尚未完成。在审计、评估及尽职调查等工作完成后，公司将再次召开董事会 ...

证券代码：688469 证券简称：芯联集成 公告编号：2024-056 芯联集成电路制造股份有限公司 关于以集中竞价交易方式回购股份的进展公告 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 | 2024/4/15，由董事长丁国兴先生提议 | | --- | --- | | 回购方案实施期限 | 2024/4/13~2025/4/12 | | 预计回购金额 | 万元~40,000 万元 20,000 | | 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 | 万股 8,890.0084 | | 累计已回购股数占总股本比例 | 1.2603% | | 累计已回购金额 | 万元 35,536.5948 | | 实际回购价格区间 | 元/股~4.13 元/股 3.80 | 特此公告。 芯联集成电路制造股份有限公司董事会 2024 年 8 月 2 日 二、 回购股份的进展情况 根据《上市 ...

Summary of Conference Call Industry Overview - The discussion focuses on the semiconductor industry, particularly the automotive chip market, from the perspective of chip manufacturers [1] Core Insights and Arguments - The speaker, Yuan Feng, emphasizes the importance of understanding the automotive chip market dynamics and trends [1] - There is a growing demand for automotive chips due to the increasing integration of technology in vehicles [1] - The speaker highlights the challenges faced by chip manufacturers, including supply chain disruptions and the need for innovation to meet evolving automotive requirements [1] Additional Important Content - The call aims to provide insights while allowing ample time for investor questions, indicating a focus on transparency and engagement with stakeholders [1]

Summary of Conference Call Industry Overview - The discussion focuses on the semiconductor market, specifically from the perspective of chip manufacturers regarding automotive chips [1] Core Insights and Arguments - The speaker, Yuan Feng, emphasizes the importance of understanding the automotive chip market dynamics [1] - There is a growing demand for automotive chips due to the increasing integration of technology in vehicles [1] Additional Important Content - The call aims to provide insights while allowing ample time for investor questions, indicating a focus on investor engagement and transparency [1]

Overview of China's New Energy Vehicle Industry - China holds approximately 60% of the global market share in the new energy vehicle (NEV) sector, becoming a leading exporter and home to six of the top ten global battery manufacturers [1][2]. - Despite significant growth, Chinese NEV companies still lag behind leading international firms in profitability, indicating that the industry is in its early stages [1][2]. Company Business Introduction - ChipLink Integrated Circuit Manufacturing Co., Ltd. focuses on the research and production of NEV chips, covering 70% of the chip requirements for a smart connected vehicle [2][3]. - In 2023, nearly 50% of the company's revenue came from automotive chip business, while industrial control accounted for about 30% [2][3]. - The company has established over 20 "design win" projects, indicating deep collaboration with automotive manufacturers from the design phase [2][3]. Key Business Segments Sensor Business - ChipLink is the largest sensor manufacturer in China, expanding its product range to include automotive-grade sensors such as LiDAR and pressure sensors [2][3]. Power Devices - The company ships 110,000 equivalent 8-inch IGBTs monthly, with a significant focus on the NEV sector [3]. - The latest generation of products has reached international standards, with a production lead time of three months for major domestic clients [3]. Silicon Carbide (SiC) - SiC revenue grew by over 300% year-on-year, with expectations to exceed 1 billion in sales for the year [3]. - ChipLink is the only company in China capable of integrating SiC devices into vehicle drives [3]. High-Voltage Analog ICs - The domestic market for high-voltage analog ICs is underdeveloped, with a localization rate below 5% [3]. - ChipLink has established 12 platforms for high-voltage analog ICs, anticipating explosive growth in this segment over the next three years [3]. Market Trends and Challenges - The localization rate of NEV chips in China is currently around 10-15%, indicating substantial room for improvement [3][4]. - The automotive industry is shifting towards centralized control architectures, reducing the number of required chips per vehicle [4][5]. - ChipLink aims to standardize components to adapt to this trend, integrating multiple functions into single chips [5]. Strategic Partnerships and Future Outlook - The company has formed strategic partnerships with major automotive manufacturers, enhancing its position in the supply chain [6][7]. - ChipLink invests 20-35% of its annual revenue into R&D, the highest in the industry, to maintain its competitive edge [4][6]. - The goal is to capture 30% of the global SiC market share, leveraging China's technological advantages in the NEV sector [8]. Conclusion - ChipLink Integrated Circuit Manufacturing Co., Ltd. is positioned as a key player in the rapidly evolving NEV market, focusing on innovation and strategic partnerships to enhance its competitive advantage and drive localization efforts in the automotive semiconductor industry [6][8].

Summary of Conference Call on Automotive Semiconductor Industry Company and Industry Overview - The discussion revolves around the automotive semiconductor industry, specifically focusing on the company Xinlian Integrated (新联集成) and its role in the electric vehicle (EV) market [1][2][3]. Key Points and Arguments Industry Growth and Market Position - China's new energy vehicle (NEV) sales have reached a global market share of 60%, making it the largest exporter of automobiles [2]. - Six out of the top ten battery manufacturers globally are Chinese companies, indicating strong domestic capabilities in the supply chain [2]. - Despite the rapid growth of NEVs, profitability remains a challenge, as evidenced by Toyota's profits exceeding the combined profits of 18 listed Chinese companies [3]. Competitive Landscape - The term "卷" (competition) is highlighted as a critical factor in the NEV market, emphasizing that competition should not solely focus on pricing but also on product definition, technology, and brand strength [4][5]. - The company aims to enhance its competitiveness by improving technology in smart and connected vehicles [4]. Technological Advancements - The pursuit of next-generation battery technologies, such as solid-state and fuel cells, is ongoing, with significant advancements in silicon carbide (SiC) technology being noted [6]. - SiC applications in mainstream Chinese automakers can improve energy conversion efficiency by 5% to 8% [6]. Revenue and Product Segmentation - Xinlian Integrated's revenue is heavily reliant on the automotive sector, accounting for nearly 50% of its income, with industrial control contributing about 30% [10][11]. - The company has developed a wide range of automotive chips, with over 1,000 types of chips used in a single smart connected vehicle [10]. Strategic Collaborations - The company has established strategic partnerships with over 20 automotive manufacturers, focusing on collaborative design projects to reduce costs from the design phase [12][13]. - Xinlian Integrated is recognized as the largest MEMS (Micro-Electro-Mechanical Systems) manufacturer in China, with rapid growth in sensor business [13]. Future Growth Projections - The company anticipates a compound annual growth rate (CAGR) of over 260% in high-voltage analog ICs over the next three years, driven by the establishment of 12 automotive-grade platforms [18]. - The SiC revenue is projected to exceed 1 billion yuan this year, with a CAGR of 60% expected in the coming years [26]. Challenges and Opportunities - The current domestic localization rate for automotive semiconductors is estimated at 10% to 15%, indicating significant room for growth [20]. - The company emphasizes the importance of capturing end-user demand to drive semiconductor localization efforts [20]. Integration and System Solutions - Xinlian Integrated is moving towards providing integrated solutions rather than just individual chips, aiming to reduce costs for automotive manufacturers by 40% to 60% through system integration [30][32]. - The company is also focusing on developing complete systems, such as inverter systems, to enhance its competitive edge [33][34]. Market Dynamics - The recent surge in interest in semiconductor localization is attributed to both competitive pressures and the need for supply chain security in extreme scenarios [47][48]. - The company is positioned to leverage its partnerships with leading automotive manufacturers to drive innovation and cost reduction in the semiconductor space [36][37]. Additional Important Insights - The discussion highlights the importance of a robust IP library and manufacturing capabilities to support rapid product development and market entry [21][22]. - The company’s strategy includes continuous investment in R&D, with 20% to 35% of annual sales revenue allocated to this area, ensuring it remains competitive in the fast-evolving semiconductor landscape [25]. This summary encapsulates the key insights from the conference call, focusing on the automotive semiconductor industry, the strategic positioning of Xinlian Integrated, and the broader market dynamics influencing growth and competition.

Summary of Conference Call Industry Overview - The discussion focuses on the semiconductor market, specifically from the perspective of chip manufacturers related to automotive applications [1] Core Insights and Arguments - The speaker, Yuan Feng, emphasizes the importance of understanding the automotive chip market dynamics [1] - There is a growing demand for automotive chips due to the increasing integration of technology in vehicles [1] Additional Important Content - The call aims to provide insights while allowing ample time for investor questions, indicating a focus on investor engagement and transparency [1]

给大家做一个分享留更多时间给大家提问有请袁总好谢谢中信的邀请那各位投资人大家好我是袁峰那借周日晚上的时间跟大家谈一下从芯片市场是芯片厂的视角来看看车的芯片 那我先简单介绍一下自己,我过去16年的工作经历都在汽车集团,然后去年是从广汽离职,那之前是广汽资本的总经理,也围绕着汽车芯片做了很多的投资,然后去年8月份加入到新联集成,所以我可能两边吧,一边是汽车厂, 有很长时间的工作经历也结合最近一年自己在芯片厂谈一谈我们现在比较火的一个课题就是车柜级芯片 首先我们先看看行业的overview,这个可能大家都比较了解,过去几年的发展,中国的新能源汽车确实取得了非常好的成绩,无论是汽车的销量,早就是全球第一,甚至占全球60%的市场份额,出口也成为汽车第一大的出口国。 然后包括了自助品牌界的新能源的崛起以及新能源的零部件我们现在看到了不单只是整车号那么中国的新能源零部件尤其是在上半场电动化上面前十大的零部件前十大的电池厂当中有六家都是中国的企业那么现在中国的零部件企业和车企业在不断的在往国外作战 但与此同时我们看到中国新能源蓬勃的发展和我们看到比如说我们对比丰田的利润大家肯定也很清楚Toyota去年一年的利润其实比中国18 ...

给大家做一个分享留更多时间给大家提问有请袁总好谢谢中信的邀请那各位投资人大家好我是袁峰那借周日晚上的时间跟大家谈一下从芯片市场是芯片厂的视角来看看车的芯片 那我先简单介绍一下自己,我过去16年的工作经历都在汽车集团,然后去年是从广汽离职,那之前是广汽资本的总经理,也围绕着汽车芯片做了很多的投资,然后去年8月份加入到新联集成,所以我可能两边吧,一边是汽车厂, 有很长时间的工作经历也结合最近一年自己在芯片厂谈一谈我们现在比较火的一个课题就是车柜级芯片 首先我们先看看行业的overview,这个可能大家都比较了解,过去几年的发展,中国的新能源汽车确实取得了非常好的成绩,无论是汽车的销量,早就是全球第一,甚至占全球60%的市场份额,出口也成为汽车第一大的出口国。 然后包括了自助品牌界的新能源的崛起以及新能源的零部件我们现在看到了不单只是整车号那么中国的新能源零部件尤其是在上半场电动化上面前十大的零部件前十大的电池厂当中有六家都是中国的企业那么现在中国的零部件企业和车企业在不断的在往国外作战 但与此同时我们看到中国新能源蓬勃的发展和我们看到比如说我们对比丰田的利润大家肯定也很清楚Toyota去年一年的利润其实比中国18 ...