本公司董事会、全体董事及相关股东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： ? 股东持股的基本情况 证券代码：688512 证券简称：慧智微 公告编号：2025-032 广州慧智微电子股份有限公司 股东减持股份结果公告 （四）实际减持是否未达到减持计划最低减持数量（比例） □未达到 √已达到 本次减持计划实施前，GZPA Holding Limited（以下简称"GZPA"）持有广 州慧智微电子股份有限公司（以下简称"公司"）股份 15,190,039 股，占公司当 时股份总数的 3.25%。前述股份来源于公司首次公开发行股票并上市前持有的股 份，已于 2024 年 5 月 16 日解除限售并上市流通。 一、减持主体减持前基本情况 | 股东名称 GZPA Holding Limited | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 控股股东、实控人及一致行动人 | | | | | □是 | √否 | | ...

Core Viewpoint - The company, Guangzhou Huizhiwei Electronics Co., Ltd., is positioned in the semiconductor industry, focusing on the research, design, and sales of RF front-end chips and modules, with significant growth potential driven by 5G and IoT applications [2][3]. Company Overview - Guangzhou Huizhiwei Electronics was established on November 11, 2011, and went public on May 16, 2023. The company is located in the High-tech Industrial Development Zone of Guangzhou, Guangdong Province [7]. - The main business revenue composition includes 62.22% from 5G modules, 37.59% from 4G modules, and 0.19% from technical services and others [7]. - As of March 31, the company had 15,000 shareholders, an increase of 2.77%, with an average of 21,517 circulating shares per person, up by 4.47% [7]. Financial Performance - In the first quarter of 2025, the company achieved revenue of 137 million yuan, representing a year-on-year growth of 30.63%. The net profit attributable to the parent company was 3.57 million yuan, with a year-on-year increase of 104.40% [7]. Market Position and Investment Highlights - The company is recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which is a prestigious title for small and medium-sized enterprises in China, indicating strong innovation capabilities and market share [3]. - The National Integrated Circuit Industry Investment Fund holds 26.03 million shares, accounting for 5.75% of the total share capital, indicating institutional support [2]. Technical Analysis - The average trading cost of the company's shares is 12.16 yuan, with recent accumulation activity noted, although the strength of this accumulation is weak. The current stock price is near a resistance level of 14.01 yuan, suggesting potential for a price correction if this level is not breached [6].

证券代码：688512 证券简称：慧智微 公告编号：2025-031 投资者可于 2025 年 8 月 28 日（星期四）至 9 月 3 日（星期三）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 db@smartermic ro.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。 广州慧智微电子股份有限公司（以下简称"公司"）将于 2025 年 8 月 29 日 发布公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年度的经营成果、财务状况，公司计划于 2025 年 9 月 4 日（星期四）下午 15:00-16:00 举行 2025 年半年度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 本次业绩说明会以网络互动形式召开，公司将针对 2025 年半年度的经营成 果及财务指标的具体情况与投资者进行互动交流和沟通，在信息披露允许的范围 内就投资者普遍关注的问题进行回答。 二、 说明会召开的时间、地点 （一） 会议召开时间：2025 年 9 月 4 日（星期四）下午 15:00-16:00 广州慧智微电子股份有限公司 关于 ...

Group 1 - The core viewpoint of the article highlights the recent financing activities of Huizhiwei, which saw a net financing inflow of 23.53 million yuan last week, ranking 491st in the market [1] - Huizhiwei's financing buy amount reached 163 million yuan, while the repayment amount was 140 million yuan [1] - The company operates in several concept sectors including semiconductors, Guangdong sector, specialized and innovative enterprises, margin trading, Honor concept, semiconductor concept, 5G concept, and Internet of Things [1] Group 2 - Over the past 5 days, the main capital inflow for Huizhiwei was 4.50 million yuan, with a price increase of 0.33% during this period [1] - In the last 10 days, the main capital inflow totaled 54.58 million yuan, with a price increase of 2.01% [1] - Huizhiwei, established in 2011 and located in Guangzhou, primarily engages in software and information technology services, with a registered capital of 4.60 billion yuan and paid-in capital of 861.86 million yuan [1] Group 3 - The legal representative of the company is Li Yang [1] - Huizhiwei has made investments in 4 external companies and participated in 14 bidding projects [1] - The company holds 28 trademark registrations and 177 patent registrations, along with 15 administrative licenses [1]

天眼查商业履历信息显示，广州慧智微电子股份有限公司，成立于2011年，位于广州市，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45991.2548万人民币，实缴资本8618.5776万人民币。 公司法定代表人为李阳。 资金流向方面，今日主力资金净流入4637.43万元，占比成交额13.54%。其中，超大单净流入2218.07万 元、占成交额6.48%，大单净流入2419.36万元、占成交额7.06%，中单净流出流出2292.64万元、占成交 额6.69%，小单净流出2344.79万元、占成交额6.85%。 慧智微最新一期业绩显示，截至2025一季报，公司营业总收入1.37亿元、同比增长30.63%，归属净利润 356.71万元，同比增长104.40%，扣非净利润6067.45万元，同比增长34.80%，流动比率5.801、速动比率 3.971、资产负债率16.03%。 金融界消息 截至2025年8月22日收盘，慧智微U（688512）报收于13.46元，上涨4.34%，换手率7.94%， 成交量25.78万手，成交金额3.43亿元。 通过天眼查大数据分析，广州慧智微电子股份有限公司共对外投资了4 ...

Core Viewpoint - The company, Guangzhou Huizhiwei Electronics Co., Ltd., is experiencing growth in its revenue and profitability, driven by its focus on RF front-end chips and modules, particularly in the 5G and IoT sectors, while benefiting from the depreciation of the RMB [2][3][7]. Company Overview - Guangzhou Huizhiwei Electronics was established on November 11, 2011, and went public on May 16, 2023. The company specializes in the research, design, and sales of RF front-end chips and modules [7]. - The company's revenue composition includes 62.22% from 5G modules, 37.59% from 4G modules, and 0.19% from technical services and others [7]. - As of March 31, the number of shareholders increased by 2.77% to 15,000, with an average of 21,517 circulating shares per person, up by 4.47% [7]. Financial Performance - For the first quarter of 2025, the company achieved a revenue of 137 million yuan, representing a year-on-year growth of 30.63%, while the net profit attributable to the parent company was 3.57 million yuan, up 104.40% year-on-year [7]. - The company has a total market capitalization of 6.106 billion yuan, with a trading volume of 249 million yuan and a turnover rate of 6.00% on August 20 [1]. Investment Highlights - The National Integrated Circuit Industry Investment Fund holds 26.03 million shares, accounting for 5.75% of the total share capital, indicating institutional support [2]. - The company is recognized as a "specialized, refined, distinctive, and innovative" small giant enterprise, which enhances its competitiveness and stability within the industry [3]. Market Dynamics - The company benefits from the depreciation of the RMB, with overseas revenue accounting for 98.18% of total revenue, positioning it favorably in the global market [3]. - The average trading cost of the stock is 11.72 yuan, with the current price approaching a resistance level of 13.18 yuan, suggesting potential for upward movement if the resistance is broken [6].

Group 1 - The semiconductor stocks in the A-share market have shown strong performance, with notable increases in share prices for several companies [1] - Shengke Communication saw a rise of nearly 16%, while Dongxin Co. increased by over 13% [1] - Other companies such as Jingfeng Mingyuan, Jiewate, Debang Technology, Ashi Chuang, and Hongwei Technology also experienced gains of over 5% [1] Group 2 - The following table summarizes the performance of key semiconductor stocks, including their percentage increase, total market capitalization, and year-to-date growth [2] - Shengke Communication: 15.95% increase, market cap of 38.5 billion, YTD growth of 11.90% - Dongxin Co.: 13.67% increase, market cap of 46.9 billion, YTD growth of 325.70% - Jingfeng Mingyuan: 8.55% increase, market cap of 8.716 billion, YTD growth of 11.75% - Jiewate: 6.73% increase, market cap of 14.1 billion, YTD growth of 3.17% - Debang Technology: 5.74% increase, market cap of 6.862 billion, YTD growth of 32.15% - Ashi Chuang: 5.31% increase, market cap of 7.413 billion, YTD growth of 101.16% - Hongwei Technology: 5.11% increase, market cap of 6.088 billion, YTD growth of 65.34% [2]

Group 1 - The core stock price of Huizhiwei-U is reported at 12.18 yuan, reflecting a decline of 2.48% compared to the previous trading day [1] - The stock exhibited a volatility of 5.52% on the trading day, with a total transaction amount of 240 million yuan [1] - Huizhiwei-U specializes in the semiconductor sector, focusing on the research, design, and sales of RF front-end chips and modules [1] Group 2 - The company's products are primarily used in consumer electronics, including smartphones and IoT devices [1] - Current financial metrics indicate a price-to-earnings ratio of 398.51 and a price-to-book ratio of 3.11 [1] - The total market capitalization of Huizhiwei-U stands at 5.686 billion yuan, with a circulating market value of 3.953 billion yuan [1]

来源：新浪证券-红岸工作室 8月13日，慧智微跌0.48%，成交额3.04亿元，换手率7.43%，总市值58.31亿元。 异动分析 芯片概念+国家大基金持股+5G+人民币贬值受益+专精特新 1、公司主营业务为射频前端芯片及模组的研发、设计和销售。公司具备全套射频前端芯片设计能力和 集成化模组研发能力，技术体系以功率放大器（PA）的设计能力为核心。 2、国家集成电路产业投资基金二期股份有限公司持2603万股，占总股本5.75%. 3、根据公司招股说明书：公司的产品包括5G模组和4G模组，主要应用于手机和物联网领域。 今日主力净流入-2137.97万，占比0.07%，行业排名119/165，该股当前无连续增减仓现象，主力趋势不 明显；所属行业主力净流入-22.36亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入-2137.97万1735.30万-557.08万-1200.06万-5953.00万 主力持仓 4、根据2024年年报，公司海外营收占比为98.18%，受益于人民币贬值。 5、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 ...

Core Viewpoint - GZPA Holding Limited plans to reduce its stake in Guangzhou Huizhi Microelectronics Co., Ltd. by up to 4,668,435 shares, representing a maximum of 1.00% of the company's total shares, due to personal funding needs [2][3]. Shareholder Holding Situation - As of the announcement date, GZPA holds 15,190,039 shares in the company, accounting for 3.25% of total shares [2]. Reduction Plan Details - GZPA intends to execute the share reduction through centralized bidding and block trading within three months from three trading days after the announcement [3]. - The reduction price will be determined based on market conditions at the time of the sale, and adjustments will be made if there are changes in share structure during the reduction period [3]. Shareholder's Past Reduction Activities - The shareholder has made commitments regarding the holding period and reduction methods, ensuring compliance with relevant regulations [6][7]. Compliance and Commitments - GZPA has committed not to transfer or manage its shares for twelve months following the company's initial public offering and will adhere to legal requirements for any future reductions [6][9]. - Any violation of these commitments will result in the obligation to return any profits from the reduction to the company [7][9]. Risk Considerations - The implementation of the reduction plan is subject to market conditions and may involve uncertainties regarding timing, pricing, and quantity [10][11].