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 ...

Group 1: Company Overview and Market Position - Yutai Microelectronics Co., Ltd. is focused on high-speed wired communication chips, particularly in the automotive sector, with significant progress in vehicle Ethernet and high-speed video transmission [2][3] - The company aims to establish a complete ecosystem for vehicle Ethernet physical layers and switches, with full-scale production expected by 2026 [4] Group 2: Market Demand and Growth - The demand for automotive chips is increasing, driven by the rapid growth of the new energy vehicle market, which has seen China become the world's largest exporter of such vehicles [3][4] - In July 2024, BYD's global sales reached 380,000 units, indicating a strong market for automotive chips [4] Group 3: Product Development and R&D Strategy - Yutai Microelectronics operates under a Fabless model, emphasizing market-driven and technology-driven strategies, with a focus on continuous innovation and product performance enhancement [5] - The company has established a rigorous R&D management system to ensure quality and efficiency throughout the product lifecycle, from development to market launch [5] Group 4: Investor Relations and Communication - The company prioritizes communication with investors through various channels, including performance briefings and shareholder meetings, to convey operational updates and corporate values [5] - Future efforts will focus on enhancing corporate governance and investor relations management to maximize shareholder value [5]

Group 1: Company Overview and Market Potential - Yutai Microelectronics Co., Ltd. is a fabless company focused on market-oriented and technology-driven development [2] - The IC design industry is expected to benefit from technological advancements and increasing market demand, supported by favorable policies [3] - The global Ethernet switch chip market is projected to reach ¥43.4 billion by 2025, with a CAGR of 3.4% from 2020 to 2025 [4] Group 2: Domestic Market Insights - The domestic Ethernet switch chip market is expected to reach ¥22.5 billion by 2025, with a CAGR of approximately 13% [4] - The growth is driven by digital transformation, AI trends, and continuous government support for information technology [4] - The domestic market for switches shows a positive outlook due to dual drivers of technology and market demand [4] Group 3: Product Development and Unique Features - Yutai Microelectronics has launched 12 models of Ethernet switch chips, including 5-port, 4+2-port, and 8-port options, with single-port rates of 1G/2.5G [5] - The company focuses on integrated physical layer switch chips, which simplify manufacturing processes and enhance performance while reducing costs [5] - The company aims to expand its product line further by 2024-2025, introducing new products to meet market demands [5] Group 4: Corporate Governance and Ethics - Yutai Microelectronics has established anti-fraud and anti-corruption systems in compliance with national laws [5] - The company promotes fair business practices and has received a "Contract-abiding and Credit-worthy" certificate in 2023 [5]

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 Financial Performance - Yutai Microelectronics Co., Ltd. is listed under stock code 688515 [2] - The company provided a brief overview of its 2023 annual and Q1 2024 operational performance [3] Group 2: Industry Insights and Product Applications - In the first half of 2024, China's industrial robot production reached 283,202 units, a year-on-year increase of 9.6%, with June's production at 53,088 units, up 12.4% [3] - Yutai's products are applied in various industrial scenarios, including industrial robots, cameras, automation equipment, control devices, and the industrial internet, which broadens the market for its industrial-grade products [3] Group 3: Collaborations and Market Expansion - Yutai collaborates with GAC Aion, which is accelerating its automotive intelligence initiatives and plans to launch L4 level vehicles by 2025 [4] - Among 14 major domestic passenger car manufacturers, 11 reported sales growth in the first half of the year, with Yutai integrated into the supply chains of 7 of these companies [4] Group 4: Technical Innovations and Standards - The choice of MIPI A-PHY for vehicle SerDes is due to its ability to meet high bandwidth and low latency requirements, supporting up to 16G bandwidth [4] - The A-PHY standard is expected to reduce manufacturing costs and improve efficiency in automotive applications, with increasing adoption among clients [4] Group 5: Information Disclosure and Investor Relations - Yutai aims to enhance the readability of its disclosures by using diverse formats such as charts and visuals in regular reports [5] - The company plans to utilize presentations and videos during investor activities to make information more intuitive and accessible [5]

Group 1: Company Overview and Performance - Yutai Microelectronics Co., Ltd. is listed under stock code 688515 and abbreviated as Yutai Micro [1] - The company provided a brief overview of its 2023 annual and 2024 Q1 operational performance during the investor relations activity [2] Group 2: Market Trends and Sales Data - BYD's export sales in the first half of 2024 increased by nearly 155.6%, indicating a positive trend in the automotive sector [2] - In the first half of 2024, the domestic narrow passenger car wholesale sales reached 11.751 million units, a year-on-year increase of 6.1% [2] - The cumulative wholesale sales of new energy passenger vehicles in China for the first half of 2024 reached 4.62 million units, with a year-on-year growth of 30.3% [2] Group 3: Product Application and Opportunities - The company's automotive-grade products are currently applied in numerous clients, including BYD, with increasing opportunities as automotive intelligence and connectivity deepen [3] - The production and sales of new energy vehicles in June 2024 reached 1.003 million and 1.049 million units, respectively, with year-on-year growth of 28.1% and 30.1% [3] - The company has achieved mass production of automotive Ethernet PHY chips, which are now being applied in multiple new energy vehicles [3] Group 4: Financial Performance and Future Outlook - The company's revenue for Q2 2024 showed an upward trend both year-on-year and quarter-on-quarter, with sales revenue increasing for six consecutive quarters [3] - The company anticipates significant growth in overall revenue for 2024 compared to 2023, supported by a robust order backlog and the release of new products [3] Group 5: Technological Developments - L3 level autonomous driving systems can perform all dynamic driving tasks under designed operating conditions, with several manufacturers, including BYD, obtaining testing licenses for L3 level autonomous driving [3] - The commercialization of L3 level autonomous driving technology is supported by evolving policies and standards, with applications in various scenarios such as highway lane changes and automated parking [3]

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]