证券代码：688508 证券简称：芯朋微 公告编号：2025-047 无锡芯朋微电子股份有限公司 关于持股 5%以上股东减持股份进展暨权益变动触及 5%整数倍的提示性公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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个别及连 带法律责任。 重要内容提示： | 股东 | 本次权益变动前 | | 本次权益变动后 | | | --- | --- | --- | --- | --- | | | 持股数量（股） | 持股比例（%） | 持股数量（股） | 持股比例（%） | | 张立新 | 33,988,865 | 25.88% | 32,827,504 | 25.00% | 注：1、信息披露义务人所持公司股份均为无限售条件流通股，本次权益变动所涉 及股份均享有表决权，不存在表决权委托或受限等任何权利限制或限制转让的情况； 2、本次变动不存在违反《中华人民共和国证券法》、《上市公司收购管理办法》等 法律法规和上海证券交易所业务规则等相关规定情形及其相关承诺； 本次权益变动为无锡芯朋微电子股份有限公司（以下简称"公司"）董事 长、控股 ...

无锡芯朋微电子股份有限公司简式权益变动报告 无锡芯朋微电子股份有限公司 简式权益变动报告书 上市公司名称：无锡芯朋微电子股份有限公司 股票上市地点：上海证券交易所 股票简称：芯朋微 股票代码：688508 信息披露义务人：张立新 住所及通讯地址：江苏省无锡市****** 股份变动性质：信息披露义务人股份减少 签署日期：2025 年 10 月 9 日 1 无锡芯朋微电子股份有限公司简式权益变动报告 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》、《上市公司收购管理 办法》、《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动 报告书》及其他相关的法律、法规和规范性文件编写。 二、信息披露义务人签署本报告已获得必要的授权和批准，其履行亦不违反 信息披露义务人章程或内部规则中的任何条款，或与之相冲突。 三、依据《中华人民共和国证券法》、《上市公司收购管理办法》、《公开 发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》的规定， 本报告书已全面披露信息披露义务人在无锡芯朋微电子股份有限公司中拥有权 益的股份变动情况。 四、截至本报告书签署之日，除本报告书披露的持股信 ...

芯朋微公告，董事长、控股股东、实际控制人张立新于2025/09/17-2025/10/09通过集中竞价及大宗交易 减持116.14万股，占公司总股本0.88%，持股由3398.89万股降至3282.75万股，比例由25.88%降至 25.00%，减持计划尚未实施完毕。 ...

Group 1 - The core point of the news is that Chipone Microelectronics conducted two block trades on October 9, totaling 619,600 shares with a transaction value of 40.274 million yuan, at a price of 65.00 yuan, which represents an 8.67% discount compared to the closing price of the day [2][3] - The closing price of Chipone Microelectronics on the same day was 71.17 yuan, reflecting a slight decline of 0.36%, with a turnover rate of 6.27% and a total trading volume of 593 million yuan [2] - Over the past five days, the stock has increased by 1.44%, but there has been a net outflow of funds totaling 35.9286 million yuan [2] Group 2 - The latest margin financing balance for Chipone Microelectronics is 563 million yuan, which has decreased by 558,600 yuan over the past five days, representing a decline of 0.10% [3] - Chipone Microelectronics was established on December 23, 2005, with a registered capital of 1.3131 billion yuan [3] - The block trades on October 9 included a transaction of 385,600 shares worth 25.064 million yuan and another of 234,000 shares worth 15.21 million yuan, both at a price of 65.00 yuan [3]

10月9日，芯朋微大宗交易成交61.96万股，成交额4027.4万元，占当日总成交额的6.36%，成交价65 元，较市场收盘价71.17元折价8.67%。 | 交易日期 | 证券简称 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量( *) 买入营业部 | | 类出管业部 | 是否为专场 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-10-09 | 芯膀微 | 688508 | રેરે | 2506.4 | 38.56 | 受益量高速度 | ិទ្យាល័យ | | 客 | | 2025-10-09 | 芯膀微 | 688508 | રે | 1521 | 23.4 | 有限公司 2017-02-20 11:22:24 | ំងឺ | | Ka | ...

9月26日，芯朋微盘中上涨2.00%，截至11:04，报70.89元/股，成交2.72亿元，换手率2.96%，总市值 93.09亿元。 芯朋微所属申万行业为：电子-半导体-模拟芯片设计。所属概念板块包括：模拟芯片、汽车芯片、人工 智能、DeepSeek概念、集成电路等。 截至6月30日，芯朋微股东户数1.54万，较上期增加6.19%；人均流通股8508股，较上期减少5.83%。 2025年1月-6月，芯朋微实现营业收入6.36亿元，同比增长40.32%；归母净利润9049.35万元，同比增长 106.02%。 分红方面，芯朋微A股上市后累计派现2.00亿元。近三年，累计派现9864.40万元。 机构持仓方面，截止2025年6月30日，芯朋微十大流通股东中，香港中央结算有限公司位居第三大流通 股东，持股288.84万股，相比上期增加31.17万股。 责任编辑：小浪快报 资金流向方面，主力资金净流入1731.11万元，特大单买入1093.68万元，占比4.03%，卖出663.09万元， 占比2.44%；大单买入9341.29万元，占比34.39%，卖出8040.76万元，占比29.60%。 芯朋微今年以来股价涨6 ...

集成电路行业作为快速发展的高科技行业，各种新技术、新产品不断更新，一方面产生了巨大的市场机 遇，另一方面也导致市场变化较快。 "公司当下面临的挑战主要包括技术升级迭代和市场竞争加剧等风险。"易慧敏在回答《证券日报》记者 提问时表示，针对挑战，2025年上半年，公司不断加大研发投入，投入总额为1.25亿元。 半年报显示，芯朋微累计获得341项知识产权有效授权。其中，2025年上半年新增授权专利7项，新增集 成电路布图登记8项。其中，新器件工艺封装技术类占比44%，驱动技术类占比13%，电源技术类占比 43%。截至2025年6月底，该公司研发人员达到272人，占公司员工的比例为71.77%。 "公司始终聚焦主业，坚持研发创新；高度看好和长期坚持'半导体能源赛道'，以全面覆盖智能家电、 电力能源、智能终端、工业控制和AI计算等五大重点市场应用领域的功率半导体需求为战略目标，持 续取得创新突破，不断扩大在上述战略应用市场TOP客户信任和市场占有率。截至目前，公司在多项新 技术领域和新市场取得关键突破和丰硕成果。"张立新表示。 本报记者 曹卫新 9月22日，无锡芯朋微电子股份有限公司（以下简称"芯朋微"）召开2025年 ...

Core Viewpoint - The company reported significant growth in revenue and profit for the first half of 2025, driven by new product launches and market expansion, particularly in the industrial sector [1][3]. Financial Performance - In H1 2025, the company achieved revenue of 636 million yuan, a year-on-year increase of 40.32% - The net profit attributable to shareholders was 90 million yuan, up 106.02% year-on-year - The net profit excluding non-recurring items was 68 million yuan, reflecting a 50.56% increase year-on-year - In Q2 2025, revenue reached 335 million yuan, a year-on-year increase of 33.88% and a quarter-on-quarter increase of 11.01% - The Q2 net profit attributable to shareholders was 49 million yuan, up 145.64% year-on-year and 20.32% quarter-on-quarter [1]. Product Development and Market Position - The company has established deep partnerships with leading home appliance brands, becoming the preferred supplier for major domestic brands such as Midea, Haier, and Gree - The company has successfully developed and mass-produced several high and low voltage integrated power and driver chips, enhancing its product matrix in the home appliance sector [2]. - The company has introduced a full suite of power chip solutions for mobile phone brands, covering applications from 10W to 140W, including advanced GaN devices [2]. Industrial Market Growth - The company has significantly increased its investment in the industrial sector, resulting in a 57% year-on-year revenue growth in H1 2025 - Key products include high-reliability AC-DC power supplies and a series of integrated power chips for servers and communication devices, which have entered mass production [3]. - The company has developed a comprehensive power solution system for the industrial power market, which is expected to drive substantial growth in emerging fields such as renewable energy and AI computing over the next two years [3]. Future Outlook - The company is expected to maintain a second growth curve beyond its core home appliance business, with continued revenue and profit contributions from industrial applications - Projections for net profit attributable to shareholders for 2025-2027 are 170 million yuan, 224 million yuan, and 280 million yuan, respectively, with corresponding EPS estimates of 1.29 yuan, 1.71 yuan, and 2.13 yuan [4].

Investment Rating - The report maintains an "Accumulate" rating for the company [5] Core Views - The company achieved significant revenue growth in 25H1, driven by the accelerated penetration of new products and expansion into new markets, particularly in the industrial sector [2][4] - The company has established deep ties with leading home appliance clients, becoming the preferred brand for power chips in the industry [3] - The industrial market revenue saw a substantial increase of 57% in 25H1, with expectations that industrial and AI applications will provide additional performance growth [4][9] Financial Summary - The company reported a revenue of 636 million yuan in 25H1, a year-on-year increase of 40.32%, and a net profit of 90 million yuan, up 106.02% year-on-year [1][2] - The gross margin for 25H1 was 37.33%, an increase of 0.85 percentage points year-on-year, while the net margin was 14.09%, up 4.69 percentage points year-on-year [2] - The company expects to achieve revenues of 1.225 billion yuan in 2025, with a projected net profit of 170 million yuan [1][9] Product Development and Market Position - The company has successfully developed and mass-produced various high and low voltage integrated power and driver chips, enhancing its product matrix in the home appliance sector [3] - The company has introduced new products such as integrated Buck/Boost chips and high-voltage isolation half-bridge chips, which are expected to strengthen its market position [3] - The company has formed a complete power solution system for the industrial power market, covering primary, secondary, and tertiary power applications [9]

Core Viewpoint - The company, Chipone Microelectronics, has experienced fluctuations in stock performance, with a notable increase in revenue and profit year-over-year, indicating strong growth potential in the semiconductor industry [1][2]. Group 1: Stock Performance - On September 19, Chipone's stock price decreased by 2.00%, reaching 66.14 CNY per share, with a trading volume of 281 million CNY and a turnover rate of 3.19%, resulting in a total market capitalization of 8.685 billion CNY [1]. - Year-to-date, Chipone's stock price has increased by 55.34%, with a slight decline of 0.33% over the last five trading days and a 0.45% drop over the last twenty days, while showing a 20.96% increase over the last sixty days [1]. Group 2: Financial Performance - For the first half of 2025, Chipone reported a revenue of 636 million CNY, reflecting a year-over-year growth of 40.32%, and a net profit attributable to shareholders of 90.4935 million CNY, which is a significant increase of 106.02% compared to the previous year [2]. - Since its A-share listing, Chipone has distributed a total of 200 million CNY in dividends, with 98.644 million CNY paid out over the last three years [3]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Chipone increased to 15,400, marking a 6.19% rise from the previous period, while the average number of circulating shares per person decreased by 5.83% to 8,508 shares [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the third-largest, holding 2.8884 million shares, which is an increase of 311,700 shares from the previous period [3].