海通证券股份有限公司 关于裕太微电子股份有限公司 首次公开发行部分限售股上市流通的核查意见 海通证券股份有限公司（以下简称"海通证券"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"或"公司"）首次公开发行股票 并在科创板上市持续督导期间的保荐机构，根据《中华人民共和国公司法》 《中华人民共和国证券法》《证券发行上市保荐业务管理办法》及《上海证券 交易所科创板股票上市规则》等有关法律法规和规范性文件的要求，对裕太微首 次公开发行部分限售股上市流通的事项进行了核查，具体情况如下： 一、本次上市流通的限售股类型 本次解除限售并申请上市流通股份数量为2,820,000股，现锁定期即将届满， 将于2024年8月30日起上市流通。 1 二、本次上市流通的限售股形成后至今公司股本数量变化情况 本次上市流通的限售股属于首次公开发行限售股，自公司首次公开发行股 票限售股形成至今，公司未发生因利润分配、公积金转增导致股本数量变化的 情况。 三、本次上市流通的限售股的有关承诺 本次上市流通的限售股属于首次公开发行限售股，根据《裕太微电子股份 有限公司首次公开发行股票并在科创板上市招股说明书》和《裕太微电子股份 有 ...

Market Overview - The network card market is rapidly developing, with significant growth in North America, Europe, and the Asia-Pacific region, particularly China, due to its large population and fast economic development [3] - The global smart network card industry is expanding, with Intel and Broadcom being the leading companies in the semiconductor and computing innovation sectors [3] Product Development - The growth of the domestic PC market provides ample development space for domestic network card chips, with the company’s gigabit Ethernet network card chip already in mass production [3] - The company is also researching 2.5G Ethernet network card chips, aiming to enhance its competitiveness and market share [3][4] Automotive Ethernet Market - The automotive Ethernet physical layer chip market is primarily dominated by overseas manufacturers, with Broadcom, Marvell, and Realtek being notable players [4] - The evolution of automotive Ethernet standards is expected to increase the number of physical layer chips used in vehicles, with predictions of over 100 Ethernet ports per intelligent vehicle in the future [4] Strategic Focus - The company emphasizes technological innovation as a core driver for development, aiming to become a leader in high-speed wired network communication chips [4] - The company is committed to building a healthy, stable, and sustainable ecosystem in collaboration with industry partners [5]

Group 1: Company Overview and Market Position - Yutai Microelectronics Co., Ltd. is listed under stock code 688515 [1] - In 2023, the domestic industrial robot market share reached 52.45%, surpassing foreign brands for the first time [3] - The company’s industrial-grade products are applied in various industrial scenarios, contributing to market expansion [3] Group 2: Industry Trends and Projections - The global Ethernet switch chip market is projected to reach 43.4 billion yuan by 2025, with a CAGR of 3.4% from 2020 to 2025 [3] - The Chinese switch chip market is expected to grow to 22.5 billion yuan by 2025, with a CAGR of approximately 13% [3] - The increasing demand for high-bandwidth switch chips is driven by the growth of data transmission in large-scale computing clusters [3] Group 3: Product Development and Innovation - The company has successfully mass-produced Ethernet switch chips with various configurations, including 5-port and 8-port models [3] - A new 24-port gigabit Ethernet switch chip is expected to be launched by the end of 2024, targeting multiple applications [3] - The company is focusing on developing automotive-grade chips that support advanced technologies in smart connected vehicles [4] Group 4: Quality Management Initiatives - The company has initiated quality management activities, including the "Quality Policy & Slogan" campaign to enhance quality culture [4] - Various quality case sharing activities are conducted to improve employees' awareness of product quality control [4] - A dedicated R&D team is established for project implementation, ensuring thorough management and successful execution [4]

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： | 回购方案首次披露日 | 2024/3/2 | | | | | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 月 日~2025 年 月 2024 3 1 | 2 | 28 | 日 | | 预计回购金额 | 20,000,000 元~40,000,000 元 | | | | | 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 | 603,649 股 | | | | | 累计已回购股数占总股本比例 | 0.7546% | | | | | 累计已回购金额 | 39,989,549.23 元 | | | | | 实际回购价格区间 | 58.21 元/股~75.00 元/股 | | | | 一、 回购股份的基本情况 证券代码：688515 证券简称：裕太微 公告编号：2024-027 裕太微电子股份有限公 ...

Financial Performance - In Q1 2024, the company achieved operating revenue of 72.53 million yuan, a year-on-year increase of 35.81% [1] - The net profit attributable to shareholders was -54.15 million yuan, and the net profit excluding non-recurring gains and losses was -62.65 million yuan, primarily due to increased R&D investment and market expansion costs [1] - The company anticipates continued losses in 2024 due to sustained high R&D expenditures, with some projects expected to yield benefits in 2-3 years [2] R&D and Product Development - The company plans to maintain high levels of R&D investment, focusing on expanding product lines in Ethernet physical layer chips and related technologies [1][2] - The introduction of seven new products over the past two years is expected to significantly contribute to revenue growth in 2024 [3] - As of 2023, the company applied for 125 invention patents and received authorization for 23, indicating a strong commitment to innovation [2] Market Outlook - The overall revenue for 2024 is projected to increase as market demand gradually recovers, although short-term revenue may not cover R&D investments [2] - The company aims to enhance its domestic market share through product diversification and expansion into new application areas [2] Patent and Technology Development - In 2023, the number of patents in mainland China reached 38,686, reflecting a 1.6% year-on-year growth, indicating a robust patent landscape in the semiconductor industry [2] - The company has developed a range of proprietary technologies for its Ethernet physical layer chips, including high-speed DSP technology and various advanced functionalities [3] Corporate Governance - The company has implemented reforms to its independent director system, ensuring that independent directors are well-informed about the company's operations through regular meetings and reports [3]

证券代码：688515 证券简称：裕太微 公告编号：2024-026 裕太微电子股份有限公司 首次公开发行部分限售股上市流通公告 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。 一、本次上市流通的限售股类型 根据中国证券监督管理委员会于 2022 年 12 月 20 日出具的《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）， 同意裕太微电子股份有限公司（以下简称"裕太微"或"公司"）首次公开发行股 票的注册申请。公司首次向社会公众公开发行人民币普通股（A 股）股票 20,000,000 股，并于 2023 年 2 月 10 日在上海证券交易所科创板上市，发行完成后总股本为 80,000,000 股，其中有限售条件流通股 61,781,108 股，占公司总股本的 77.2264%， 无限售条件流通股 18,218,892 股，占公司总股本的 22.7736%。 本次上市流通的限售股为公司首次公开发行部分限售股，共涉及限售股股东 数量为 1 名，对应股票数量为 574,800 ...

关于裕太微电子股份有限公司 首次公开发行部分限售股上市流通的核查意见 海通证券股份有限公司（以下简称"海通证券"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"或"公司"）首次公开发行股票 并在科创板上市持续督导期间的保荐机构，根据《中华人民共和国公司法》 《中华人民共和国证券法》《证券发行上市保荐业务管理办法》及《上海证券 交易所科创板股票上市规则》等有关法律法规和规范性文件的要求，对裕太微首 次公开发行部分限售股上市流通的事项进行了核查，具体情况如下： 一、本次上市流通的限售股类型 根据中国证券监督管理委员会（以下简称"中国证监会"）于2022年12月 20日出具的《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），同意公司首次公开发行股票的注册申请。公司 首次向社会公众公开发行人民币普通股（A股）股票20,000,000股，并于2023年 2月10日在上海证券交易所科创板上市，发行完成后总股本为80,000,000股，其 中有限售条件流通股61,781,108股，占公司总股本的77.2264%，无限售条件流通 股为18,218,892股，占公 ...

Group 1: Company Overview and Investor Relations - Yutai Microelectronics Co., Ltd. is listed under stock code 688515 [1] - The investor relations activity took place on July 24, 2024, in the company meeting room [2] Group 2: Market Insights and Product Applications - As of June 2024, the number of public charging piles in China increased by 7.23% month-on-month, reaching a total of 40,000, with a year-on-year growth rate of 12% [2] - Private charging piles saw a month-on-month increase of 24.7 million, with a cumulative annual increase of 1.25 million, reflecting a year-on-year growth of 15% [2] - The ratio of public charging piles to pure electric vehicles has reached 1:1, indicating a significant market demand [2] Group 3: Technological Developments - The company's 100Mbit/s Ethernet physical layer chip has been widely applied in charging piles, with expected growth in usage as charging pile numbers increase [3] - The promotion of Tesla's Full Self-Drive (FSD) technology is anticipated to accelerate the penetration of Ethernet technology in the automotive industry, enhancing the demand for the company's Ethernet products [3] - Over 20 automotive chip standards are currently being developed in China, with a goal of establishing over 30 key standards by 2025 and 70 by 2030 [3] Group 4: Product Features and Innovations - The company's vehicle-mounted Gigabit Ethernet physical layer chip (YT8011A) utilizes advanced mixed-signal technology, achieving high-speed data transmission capabilities of 100Mbps or 1000Mbps [4] - The chip features self-adaptive equalization, crosstalk cancellation, echo cancellation, data recovery, and error correction, with high ESD protection and excellent EMC performance [4] Group 5: Collaboration and Research Initiatives - In December 2023, the company established a research center for Ethernet transmission chips in collaboration with Nanjing University of Posts and Telecommunications, aiming to enhance technology development and talent cultivation [4]

Group 1: Company Overview and Market Position - Yutai Microelectronics Co., Ltd. was established with a focus on automotive communication chips, emphasizing its confidence in the future of automotive development [2][3] - The current domestic chip self-sufficiency rate is only 10%, indicating a significant market opportunity as the demand for chips in the expanding new energy vehicle market increases [2][3] Group 2: Industry Performance and Growth - In June, the industrial added value of large-scale industries grew by 5.3% year-on-year, with integrated circuit products and new energy vehicles increasing by 28.9% and 34.3% respectively [3] - The production of integrated circuit products reached 36.2 billion units in June, a year-on-year increase of 12.8% [3] Group 3: Product Development and Client Inventory - The inventory depletion of industrial-grade products is nearing completion, with expectations for further recovery in subsequent quarters [3][4] - The automotive-grade products are anticipated to see significant growth in 2024, driven by the increasing integration of smart and connected technologies in vehicles [3][4] Group 4: Core Technologies and R&D - Yutai Microelectronics has developed 14 core technologies related to its main business, including high-performance SerDes design and SOC chip integration technology [4] - The company has established a comprehensive R&D system focused on high-speed wired communication chips [4] Group 5: Governance and Compliance Training - In 2023, the company organized 19 specialized training sessions for its board members and management, achieving a 100% attendance rate [4] - Plans for 2024 include enhancing the training depth and frequency for key personnel to improve compliance awareness and operational standards [4]

Group 1: Company Overview and Financial Outlook - Yutai Microelectronics Co., Ltd. is listed under stock code 688515 and is referred to as Yutai Micro [1] - The company provided a brief overview of its 2023 annual and Q1 2024 operational performance [2] - The semiconductor industry is projected to see a record global equipment sales of $109 billion in 2024, a 3.4% increase year-on-year, with expectations to reach $128 billion in 2025 [2] Group 2: Market Position and Index Inclusion - Yutai Micro has been included in the Shanghai Stock Exchange's ChiNext Chip Design Theme Index, which will be officially launched on July 26, 2024 [3] - The index aims to reflect the overall performance of listed companies in the chip design sector on the ChiNext board [3] Group 3: Product Advantages and Technology - The advantages of automotive Ethernet over CAN bus include high-speed data transmission (ranging from 10M to 10Gbps), low latency, and suitability for large-scale data transfer and real-time communication [3] - Automotive Ethernet is particularly advantageous for applications requiring large data volumes and real-time capabilities, such as smart driving and vehicle networking [3] Group 4: Quality Assurance and Certification - The certification process for automotive chips involves quality requirements, including reliability, information security, and functional safety, validated by independent third-party organizations [4] - The AEC-Q series standards define testing methods and environmental working temperature grades for integrated circuits and discrete devices [4] - The ISO26262-2018 standard focuses on hardware safety requirements and failure analysis [4] Group 5: Growth Strategies - The company plans to enhance its ecological construction efforts and consider mergers and acquisitions to accelerate product line expansion and technology enhancement [4] - This strategy aims to achieve breakthroughs in high-speed fields and steadily advance the company's main business-related industrial clusters [4]