本次权益变动为裕太微电子股份有限公司（以下简称"公司"）持股 5%以上非第一大股东李海华履行此前披露的股份减持计划，不触及要约收购。 本次权益变动后，股东李海华持有公司股份数量 3,999,970 股，占公司 总股本的 5.0000%。 本次权益变动不会导致公司控股股东及实际控制人发生变化，不会对公 司治理结构及持续经营产生重大影响。 一、本次权益变动基本情况 公司于 2025 年 9 月 1 日收到股东李海华出具的《简式权益变动报告书》， 现将其本次权益变动情况公告如下： 证券代码：688515 证券简称：裕太微 公告编号：2025-033 裕太微电子股份有限公司 关于持股 5%以上股东减持股份至 5%以下的权益变 动提示性公告 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、准确性和完整性依法承担法律责任。 重要内容提示： | | 股东 名称 | 变动方式 | 变动日期 | | 股份 种类 | 变动数量 （股） | 变动比例 （%） | | --- | --- | --- | --- | --- | --- | --- | --- | | 权益变动 | ...

Group 1 - The semiconductor sector experienced a significant rise at the beginning of trading, with companies such as Allwinner Technology and Hua Hong Semiconductor reaching new highs during the session [1] - Li Yang Chip and Demingli stocks hit the daily limit up, while Yutai Microelectronics saw an increase of over 10% [1] - Other companies including SourceJ Technology, Guoxin Technology, Jinghe Integration, Huafeng Measurement and Control, and Aojie Technology also saw gains [1] Group 2 - Related ETFs showed positive performance, with the leading chip ETF (159801) rising by 2.31% and a trading volume of 40.8161 million yuan [1] - The Southern Semiconductor ETF (159325) increased by 2.59%, with a trading volume of 4.9692 million yuan [1]

Core Viewpoint - Yutai Micro (688515) reported a revenue increase and a narrowing loss in its 2025 mid-year financial report, indicating potential recovery in its financial performance [1] Financial Performance - The total operating revenue for the company reached 222 million yuan, a year-on-year increase of 43.41% [1] - The net profit attributable to shareholders was -104 million yuan, showing a year-on-year improvement of 3.89% [1] - In Q2, the operating revenue was 141 million yuan, up 71.39% year-on-year, while the net profit attributable to shareholders was -43.49 million yuan, an increase of 19.89% year-on-year [1] - Gross margin stood at 42.8%, a slight decrease of 0.14% year-on-year, while the net margin improved by 32.99% to -46.98% [1] - Total expenses (selling, administrative, and financial) amounted to 54.70 million yuan, accounting for 24.66% of revenue, a decrease of 32.47% year-on-year [1] Cash Flow and Debt - The company reported a cash flow per share of -0.74 yuan, an improvement of 56.12% year-on-year [1] - The company’s cash assets remain healthy, with cash and cash equivalents at 666 million yuan, a slight decrease of 0.58% year-on-year [3] - The company’s interest-bearing debt decreased significantly by 51.71% to 7.44 million yuan [1] Investment Sentiment - Two prominent fund managers have increased their holdings in Yutai Micro, indicating positive sentiment towards the company [4] - The largest fund holding Yutai Micro is the Taixin Small and Medium Cap Selected Mixed Fund, which has a scale of 1.836 billion yuan and has seen a significant increase in value over the past year [5]

Fundraising Overview - The company raised a total of RMB 1,840,000,000.00 from the issuance of 20,000,000 shares at a price of RMB 92.00 per share, with net proceeds after fees amounting to RMB 1,671,699,800.72 [1][2] - The funds were verified by Lixin Certified Public Accountants [2] Fund Usage and Management - As of June 30, 2025, the company has established a dedicated account for the management of the raised funds, ensuring compliance with relevant regulations [4][5] - The company has not used idle funds for temporary working capital during the reporting period [6][9] - The company has approved the use of up to RMB 12 billion of temporarily idle funds for cash management, ensuring that it does not affect project construction or fund safety [7][8] Changes in Fund Allocation - The company has adjusted the internal investment structure and implementation content of its fundraising projects, specifically for the "Vehicle Ethernet Chip Development and Industrialization Project" and the "Research and Development Center Construction Project" [12][13] - The company has utilized RMB 12,213.35 million of self-raised funds for project expenses, which will be replaced by the raised funds later [11] Compliance and Reporting - The company has confirmed that there are no issues with the disclosure of fundraising information, and all management practices comply with regulations [13][21] - The supervisory board has approved the half-year report and the special report on the storage and actual use of raised funds, affirming that the information is accurate and complete [20][22] Upcoming Investor Interaction - The company will participate in a collective performance briefing for the chip design industry on September 8, 2025, to address investor inquiries regarding its half-year performance [24][25]

经济观察网裕太微公布2025年半年报，2025年上半年整体营收同比上涨43.41%，公司整体营收稳步攀 升、亏损收紧。2025年第一季度，公司营收为8,103.77万元；2025年第二季度，公司营收为14,079,10万 元，同比增长71.39%，环比增长73.74%。 ...

Core Viewpoint - Yutai Microelectronics Co., Ltd. reported significant growth in revenue for the first half of 2025, with a 43.41% increase compared to the same period last year, despite ongoing losses [1]. Financial Summary - Total assets at the end of the reporting period were approximately ¥1.66 billion, a decrease of 4.74% from the previous year [1]. - Operating revenue reached ¥221.83 million, up from ¥154.68 million in the same period last year [1]. - The total profit for the period was a loss of ¥104.21 million, slightly improved from a loss of ¥108.43 million in the previous year [1]. - The net profit attributable to shareholders was also a loss of ¥104.21 million, with a similar trend in the net profit after deducting non-recurring gains and losses, which was a loss of ¥115.64 million compared to a loss of ¥123.16 million last year [1]. - The net cash flow from operating activities improved to a loss of ¥59.41 million, compared to a loss of ¥135.41 million in the previous year [1]. Shareholder Information - The total number of shareholders at the end of the reporting period was 7,497 [2]. - The largest shareholder, Shi Qing, holds 12.41% of the shares, amounting to 9,930,840 shares [2]. - Other significant shareholders include Suzhou Ruiqitong Enterprise Management with 10.14% and Ouyang Yufei with 9.18% [2].

Meeting Overview - The second meeting of the second Supervisory Board of Yutai Microelectronics Co., Ltd. was held on August 29, 2025, via communication, with all three supervisors participating in the voting [1] - The meeting was convened in accordance with the Company Law of the People's Republic of China and the company's internal regulations [1] Resolutions Passed - The Supervisory Board approved the 2025 semi-annual report and its summary, confirming that the report complies with relevant laws and internal regulations, and accurately reflects the company's financial status, operating results, and cash flow [1][2] - The Supervisory Board also approved the special report on the storage and actual use of raised funds for the first half of 2025, affirming that the company adhered to regulations regarding the management of raised funds and that there were no violations or misuses of the funds [2]

Core Points - The report outlines the fundraising status and usage of funds by Yutai Microelectronics Co., Ltd. for the first half of 2025, ensuring compliance with relevant regulations and transparency in financial management [1][2][5]. Fundraising Overview - The company raised a total of RMB 1,840,000,000 through the issuance of 20,000,000 shares at a price of RMB 92.00 per share, with the funds received on February 3, 2023 [1]. - As of June 30, 2025, the total amount of funds raised was RMB 1,840,000,000, with RMB 926,539,844.74 used in previous years and RMB 330,000,000 held in cash management products [1][2]. Fund Usage and Management - The company has established a dedicated fund management system, including a special account for fundraising, to ensure efficient use and oversight of the funds [1][2]. - As of June 30, 2025, the company had used RMB 137,187,679.21 for fundraising projects and incurred RMB 5,265.24 in handling fees [2][3]. Cash Management - The company approved the use of up to RMB 12 billion of temporarily idle funds for cash management, ensuring that this does not affect project construction or fund safety [2][3]. - As of June 30, 2025, the company had RMB 190,000,000 in cash management products that had not yet matured [2][3]. Changes in Fundraising Projects - The company made adjustments to the internal investment structure and implementation content of its fundraising projects, specifically for the "Vehicle Ethernet Chip Development and Industrialization Project" and the "Research and Development Center Construction Project" [4][5]. - The adjustments included adding new implementation entities and locations for the projects while maintaining the total committed investment amount [4][5]. Fund Disclosure and Compliance - The company confirmed that there were no issues with the timeliness or accuracy of disclosed information regarding the management and usage of fundraising [5].

Core Insights - The company reported significant revenue growth in the second quarter of 2025, achieving revenue of 140.79 million yuan, which represents a year-on-year increase of 71.39% and a quarter-on-quarter increase of 73.74% [1] - Research and development expenses accounted for 70.06% of the company's operating income during the reporting period [1] - The net profit attributable to shareholders was -104.21 million yuan, and the net profit after deducting non-recurring gains and losses was -115.64 million yuan [1] - The growth in revenue is attributed to the ongoing expansion of the semiconductor market and the increasing sales of new products, such as the 2.5G Ethernet physical layer chips [1]

Core Insights - The company reported a revenue of 222 million yuan for the first half of 2025, representing a year-on-year growth of 43.41% [1] - The net loss attributable to shareholders was 104 million yuan, slightly improved from a net loss of 108 million yuan in the same period last year [1] Financial Performance - Revenue for the first half of 2025: 222 million yuan [1] - Year-on-year revenue growth: 43.41% [1] - Net loss for the first half of 2025: 104 million yuan [1] - Net loss for the same period last year: 108 million yuan [1]