证券代码：688515 证券简称：裕太微 公告编号：2026-009 裕太微电子股份有限公司 关于变更主要办公地址的公告 传真：021-50561703 特此公告。 裕太微电子股份有限公司董事会 2026 年 3 月 5 日 | 变更事项 | | 变更前 | | | | | 变更后 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 地址 | | | 邮编 | | 地址 | 邮编 | | 主要办公 | 18 | 上海市浦东新区盛荣路 弄 388 号楼、上海市浦东新区新金 | | | 201315、 | 中科路 | 上海市浦东新区 1699 | | | 地址 | | | | | 201206 | | 号 | 201203 | | | 桥路 | 楼 2000 B 9-10 | 弄 | 栋 | | 15-16 | 楼 | | 除上述变更外，公司其他主要办公地址、投资者联系电话及邮箱等均保持不 变，具体如下： 公司网址：www.motor-comm.com 投资者联系电话：021-50561032*8011 邮箱：ytwdz@motor- ...

Core Viewpoint - The company, Yutai Micro (688515.SH), reported a significant increase in revenue for the fiscal year 2025, driven by the growth in the global semiconductor market and increased sales of various Ethernet physical layer chips [1] Group 1: Financial Performance - The company achieved total operating revenue of 617.89 million yuan, representing a year-on-year increase of 55.94% [1] - The increase in revenue is attributed to the sales growth of 2.5G Ethernet physical layer chips, automotive Ethernet physical layer chips, and both single-port and multi-port Ethernet physical layer chips [1] - The total profit and net profit attributable to the parent company were reported at -138.78 million yuan, a reduction in loss of 62.89 million yuan compared to the previous year [1] - The net profit attributable to the parent company, after deducting non-recurring gains and losses, was -161.88 million yuan, which is a decrease in loss of 70.12 million yuan year-on-year [1]

Core Viewpoint - Yutai Microelectronics (688515.SH) reported a significant increase in revenue for the fiscal year 2025, driven by the growth in the global semiconductor market and increased sales of various Ethernet physical layer chips [1] Group 1: Financial Performance - The company achieved total operating revenue of 617.89 million yuan, representing a year-on-year increase of 55.94% [1] - The total profit and net profit attributable to the parent company were -138.78 million yuan, a reduction in losses by 62.89 million yuan compared to the previous year [1] - The net profit attributable to the parent company, after deducting non-recurring gains and losses, was -161.88 million yuan, which is a decrease in losses by 70.12 million yuan year-on-year [1] Group 2: Product Lines and Market Impact - The revenue growth was primarily attributed to the sales increase in 2.5G Ethernet physical layer chips, automotive Ethernet physical layer chips, and both single-port and multi-port Ethernet physical layer chips [1] - The company has implemented effective measures to control the growth of R&D and other expenses, contributing to the gradual improvement in profitability [1]

Financial Performance - The total operating revenue for 2025 reached CNY 617.89 million, representing a significant increase of 55.94% compared to the previous year[6] - The net loss attributable to shareholders of the parent company was CNY 138.78 million, a reduction of CNY 62.89 million from the previous year's loss[8] - The basic earnings per share improved to CNY -1.75, an increase of CNY 0.78 compared to the previous year[9] - The total loss for the reporting period was CNY 138.78 million, with a total profit loss of CNY 138.78 million, reflecting a narrowing of losses[8] Research and Development - Research and development expenses accounted for approximately 52% of operating revenue, a decrease of about 22 percentage points year-on-year[7] Assets and Equity - Total assets at the end of the reporting period were CNY 1,690.09 million, down 3.09% from the beginning of the period[5] - The equity attributable to shareholders of the parent company decreased by 6.67% to CNY 1,501.28 million[5] Return on Investment - The weighted average return on net assets improved by 2.85 percentage points to -8.94%[4] Market Conditions - The company benefited from the growth in the global semiconductor market and increased sales of various Ethernet PHY chips[6] Reporting Accuracy - There are no significant uncertainties affecting the accuracy of the performance report[10]

Core Viewpoint - Yutai Microelectronics reported a significant increase in total operating revenue for the fiscal year 2025, driven by the growth in the global semiconductor market and the sales expansion of various Ethernet physical layer chips [1] Financial Performance - The company achieved total operating revenue of 618 million yuan, representing a year-on-year increase of 55.94% [1] - The net profit for the period was a loss of 139 million yuan, an improvement from a loss of 202 million yuan in the same period last year [1] Market Drivers - The revenue growth was primarily attributed to the continuous expansion of the global semiconductor market [1] - Sales of 2.5G Ethernet physical layer chips, automotive Ethernet physical layer chips, and both single-port and multi-port Ethernet physical layer chips contributed significantly to the revenue increase [1]

Core Viewpoint - The company plans to utilize part of its temporarily idle raised funds for cash management, aiming to enhance fund usage efficiency while ensuring the safety of the raised funds and not affecting the ongoing investment projects [3][11]. Investment Overview - **Investment Purpose**: The objective is to improve the efficiency of using raised funds and increase returns for the company and its shareholders without impacting the construction and use of investment projects [4]. - **Investment Amount**: The company intends to use up to RMB 550 million (including principal) for cash management within 12 months from March 1, 2026 [3][11]. - **Source of Funds**: The funds for cash management will come from temporarily idle raised funds from the company's initial public offering in 2023 [4]. Investment Method - **Investment Products**: The company will invest in high-safety, liquid, short-term (not exceeding 12 months) principal-protected products, including but not limited to agreement deposits, structured deposits, time deposits, and large-denomination certificates of deposit [6][11]. - **Distribution of Cash Management Returns**: The returns from cash management will be prioritized for supplementing any shortfall in investment project amounts and for the company's daily operational liquidity [7]. Implementation and Disclosure - **Implementation Method**: The board of directors authorizes the management to make investment decisions and sign relevant contracts, with the finance department responsible for organizing the implementation [8]. - **Information Disclosure**: The company will fulfill its information disclosure obligations in accordance with regulations from the China Securities Regulatory Commission and the Shanghai Stock Exchange [8]. Recent Cash Management Situation - **Recent 12-Month Cash Management**: As of December 31, 2025, the total balance of raised funds and financial products held amounted to RMB 567.84 million [5]. Risk Control Measures - **Risk Control**: The company has established a sound approval and execution process for purchasing cash management products, ensuring fund safety and compliance with relevant regulations [13][14].

国泰海通证券股份有限公司 关于裕太微电子股份有限公司使用部分暂时闲置募集资金 进行现金管理的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为裕太 微电子股份有限公司（以下简称"裕太微"、"公司"或"发行人"）首次公开发行股 票并在科创板上市的保荐机构，根据《证券发行上市保荐业务管理办法》《上市 公司募集资金监管规则》《上海证券交易所科创板股票上市规则》《上海证券交 易所科创板上市公司自律监管指引第 1 号——规范运作》等有关规定，对公司使 用部分暂时闲置募集资金进行现金管理的事项进行了核查，核查情况如下： 一、募集资金基本情况 根据中国证券监督管理委员会《关于同意裕太微电子股份有限公司首次公开 发行股票注册的批复》（证监许可〔2022〕3202号），同意公司向境内投资者公 开发行人民币普通股（A股）股票2,000.00万股，每股面值1.00元，每股发行价格 92.00元，募集资金总额为人民币184,000.00万元，扣除发行费用人民币16,830.02 万元（不含税）后，募集资金净额为人民币167,169.98万元。 上述募集资金已全部到位，立信会计师事务所（特殊普通合伙）对上述募 ...

证券代码：688515 证券简称：裕太微 公告编号：2026-007 裕太微电子股份有限公司 关于使用部分暂时闲置募集资金 进行现金管理的公告 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、准确性和完整性承担法律责任。 （一）投资目的 为提高募集资金使用效率，合理利用部分暂时闲置募集资金，在确保不影响 募集资金投资项目（以下简称"募投项目"）建设和使用、募集资金安全的情况下， 增加公司的收益，为公司及股东获取更多回报。 （二）投资金额 自公司第二届董事会第二次会议审议通过授权期限到期日（2026 年 3 月 1 日）次日起 12 个月内，公司计划使用不超过人民币 5.5 亿元（含本数）的暂时 闲置募集资金进行现金管理。在前述额度和期限内，资金可以循环滚动使用，期 限内任一时点的现金管理金额（含前述投资的收益进行再投资的相关金额）不超 过该投资额度。 重要内容提示： 投资种类：安全性高、流动性好、短期（不超过 12 个月）的保本型产品 （包括但不限于协定性存款、结构性存款、定期存款、大额存单等）。 投资金额：不超过人民币 5.5 亿元（含本数）。 已履行的 ...

Core Viewpoint - Yutai Micro expressed that the company is open to strategic collaborations but acknowledges the inherent uncertainties in such directions [1] Group 1: Company Operations - The company’s board secretary is primarily responsible for organizing and coordinating information disclosure, investor relations management, and corporate governance [1] - Specific job arrangements fall under the internal management scope of the company [1] Group 2: Strategic Considerations - The company will consider relevant collaborative layouts around its strategic main business in the long term [1] - The company emphasizes the importance of adhering to regulatory requirements for information disclosure [1]

Group 1 - The core viewpoint of the article is that Yutai Micro (688515.SH) is actively advancing its research and development of 10G Ethernet physical layer chips, although commercial application has not yet been achieved [1] Group 2 - The company is currently focused on the development of its 10G Ethernet technology [1] - There is an emphasis on the ongoing progress in R&D efforts, indicating a commitment to innovation in the semiconductor sector [1] - The lack of commercial application suggests potential future opportunities once the technology is fully developed [1]