Brite Semiconductor(688691)

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半导体板块9月1日涨1.62%,源杰科技领涨,主力资金净流出29.81亿元
Zheng Xing Xing Ye Ri Bao· 2025-09-01 08:39
Market Overview - On September 1, the semiconductor sector rose by 1.62% compared to the previous trading day, with Yuanjie Technology leading the gains [1] - The Shanghai Composite Index closed at 3875.53, up 0.46%, while the Shenzhen Component Index closed at 12828.95, up 1.05% [1] Top Gainers in Semiconductor Sector - Yuanjie Technology (688498) closed at 358.80, with a gain of 20.00% and a trading volume of 52,800 shares, amounting to a transaction value of 1.76 billion [1] - Liyang Chip (688135) also saw a 20.00% increase, closing at 28.56 with a trading volume of 114,700 shares, totaling 328 million [1] - Other notable gainers include: - Canxin Co. (688691) up 12.65% to 84.18 [1] - Allwinner Technology (300458) up 12.08% to 52.50 [1] - TaiLing Micro (688591) up 10.57% to 58.47 [1] Top Losers in Semiconductor Sector - Ruixin Zuo (603893) experienced a decline of 5.00%, closing at 233.99 with a trading volume of 267,100 shares, totaling 6.25 billion [2] - Broadcom Integrated (603068) fell by 4.03% to 46.00 [2] - Other significant losers include: - Cambricon (688256) down 2.95% to 1448.39 [2] - Fumu Microelectronics (688385) down 2.54% to 62.05 [2] Capital Flow Analysis - The semiconductor sector saw a net outflow of 2.981 billion from institutional investors, while retail investors contributed a net inflow of 3.812 billion [2] - Notable capital flows include: - North Innovation (603986) with a net inflow of 121.3 million from institutional investors [3] - Liyang Chip (688135) had a net inflow of 737.1 million from retail investors [3]
灿芯股份(688691) - 关于参加2025年半年度科创板芯片设计行业集体业绩说明会的公告
2025-08-31 09:45
证券代码:688691 证券简称:灿芯股份 公告编号:2025-023 灿芯半导体(上海)股份有限公司 关于参加 2025 年半年度科创板芯片设计行业集体业绩说明 会的公告 会议召开时间:2025 年 9 月 8 日(星期一)15:00-17:00 会 议 召 开 地 点 : 上 海 证 券 交 易 所 上 证 路 演 中 心 ( 网 址 : https://roadshow.sseinfo.com/) 会议召开方式:上证路演中心视频直播和网络互动 投资者可于 2025 年 9 月 1 日(星期一)至 9 月 5 日(星期五)16:00 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 IR@britesemi.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。 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。 (二)会议召开地点:上证路演中心(https://roadshow.sseinfo.com/) (三)会议召开方式:上证路演中心视频 ...
灿芯股份2025年中报简析:净利润同比下降175.69%,三费占比上升明显
Zheng Quan Zhi Xing· 2025-08-28 22:59
Core Viewpoint - The financial performance of Zhaoxin Co., Ltd. (688691) for the first half of 2025 shows significant declines in revenue and profit, indicating potential challenges in its business operations and financial health [1][3]. Financial Performance - Total revenue for the first half of 2025 was 282 million yuan, a decrease of 52.56% year-on-year [1]. - The net profit attributable to shareholders was -60.88 million yuan, down 175.69% compared to the previous year [1]. - The gross margin was 18.49%, reflecting a decline of 40.45% year-on-year [1]. - The net margin was -21.6%, a decrease of 259.56% year-on-year [1]. - Total expenses (selling, administrative, and financial) amounted to 41.13 million yuan, representing 14.6% of total revenue, an increase of 108.53% year-on-year [1]. Cash Flow and Debt - The company reported a significant decline in operating cash flow, with a per-share operating cash flow of -0.04 yuan, down 129.58% year-on-year [1]. - The company maintains a healthy cash asset position, with cash assets being a critical factor for its financial stability [3][4]. Business Model and R&D - The company's performance is primarily driven by research and development, necessitating a thorough examination of the underlying factors supporting this drive [3]. - The company has multiple chip design projects in progress, with expectations for significant advancements in domestic chip design capabilities [5]. Investment Interest - The largest fund holding Zhaoxin shares is Guorong Rongsheng Longtou Yanxuan Mixed A, with a scale of 255 million yuan and a recent net value increase of 1.48% [5].
灿芯股份(688691) - 国泰海通证券股份有限公司关于灿芯半导体(上海)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
2025-08-27 13:34
关于灿芯半导体(上海)股份有限公司 国泰海通证券股份有限公司 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"保荐人")作为灿 芯半导体(上海)股份有限公司(以下简称"灿芯股份"、"公司"或"发行人") 首次公开发行股票并在科创板上市持续督导的保荐人,根据《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》等有关法律法规和规范性文件的要 求,就公司使用暂时闲置募集资金进行现金管理的事项进行了审慎核查,并发表 如下核查意见: | 序号 | 项目名称 | 总投资 额 | 调整前拟投入募集 资金金额 | 调整后拟投入募集 资金金额 | | --- | --- | --- | --- | --- | | | 网络通信与计算芯片定制 化解决方案平台 | 29,929.32 | 29.929.32 | 26,002.19 | | 2 | 工业互联网与智慧城市的 定制化芯片平台 | 20,540.57 | 20,540.57 | 17.843.92 | | 3 | 高性能模拟 IP 建设平 ...
灿芯股份2025年半年报发布:流片项目同比增长81%,车规芯片与人工智能布局取得突破
Zheng Quan Shi Bao Wang· 2025-08-27 12:20
Core Insights - The company, Zhaoxin Co., Ltd. (688691.SH), reported significant growth in its semi-annual results for 2025, with a notable 81% increase in the number of tape-out projects and over 30% growth in chip design revenue [1][2] - The company's revenue from chip mass production increased by 24.80% quarter-on-quarter, indicating a rebound in the second quarter [1][2] Group 1: Financial Performance - The number of completed tape-out verification projects reached 130, marking an 81% year-on-year increase [2] - Chip design revenue grew by over 30% year-on-year, establishing a solid foundation for future mass production [2] - The company's mass production revenue showed a quarter-on-quarter increase of 24.80%, reflecting a recovery in the second quarter [1][2] Group 2: Research and Development - Zhaoxin's R&D investment exceeded 90 million yuan, a year-on-year increase of 43.25%, with R&D expenditure accounting for 32.44% of total revenue, setting a new historical high [3][4] - The company is focusing on high-value IP development across various platforms, including DDR, SerDes, PCIe, and others, with its DDR5 IP based on a 22nm process platform having completed architectural validation [3][4] Group 3: Strategic Initiatives - The company is actively expanding into emerging fields such as automotive chips and artificial intelligence [4] - Zhaoxin's self-developed automotive MCU chip has successfully completed tape-out and basic functionality verification, targeting applications in power control and sensor fusion [4] - The company is enhancing its IP interconnect efficiency through 3D packaging technology, aiming to meet the high bandwidth and low latency requirements of heterogeneous integration designs [4]
灿芯股份: 2025年半年度报告全文
Zheng Quan Zhi Xing· 2025-08-27 12:04
Core Viewpoint - The report highlights the financial performance and operational challenges faced by Brite Semiconductor (Shanghai) Co., Ltd. during the first half of 2025, including a significant decline in revenue and net profit due to fluctuating customer demand and increased R&D investments [3][12]. Company Overview and Financial Indicators - Brite Semiconductor specializes in providing one-stop chip customization services in the integrated circuit design industry, focusing on new-generation information technology [6][11]. - The company reported a total revenue of approximately 281.8 million RMB for the first half of 2025, a decrease of 52.56% compared to the same period in the previous year [4]. - The net profit attributable to shareholders was approximately -60.9 million RMB, representing a decline of 175.69% year-on-year [4][12]. - The company’s R&D investment as a percentage of revenue increased to 32.44%, up by 21.70 percentage points from the previous year [4]. Business Model and Services - Brite Semiconductor operates under a Fabless model, focusing on chip design while outsourcing manufacturing and testing processes to third-party foundries [6][9]. - The company offers two main types of services: full-custom chip services and engineering-custom chip services, catering to diverse customer needs across various industries [11][12]. - The company has developed a comprehensive technology service system, enabling it to assist clients in efficiently completing chip design and mass production [11]. Industry Context - The global integrated circuit market is projected to grow to 700.9 billion USD by 2025, following a slight decline in 2023 [7]. - The integrated circuit industry in China is experiencing rapid growth, with a compound annual growth rate of 16.09% in production volume from 2014 to 2024 [7]. - The demand for semiconductor IP and customized chip solutions is increasing, driven by advancements in artificial intelligence, IoT, and other emerging technologies [10][11].
灿芯股份: 2025年半年度报告摘要
Zheng Quan Zhi Xing· 2025-08-27 12:03
Core Viewpoint - The financial performance of Bright Semiconductor (Shanghai) Co., Ltd. for the first half of 2025 shows significant declines in revenue and profit compared to the previous year, indicating potential challenges in the company's operations and market conditions [1][2]. Financial Summary - Total assets at the end of the reporting period amounted to CNY 1,741,909,298.38, a slight increase of 0.38% from CNY 1,735,365,244.83 at the end of the previous year [1]. - Operating revenue for the reporting period was CNY 281,798,815.01, representing a decrease of 52.56% compared to CNY 594,026,706.41 in the same period last year [1]. - Total profit for the period was a loss of CNY 72,115,178.41, a decline of 184.85% from a profit of CNY 84,994,528.91 in the previous year [1]. - Net profit attributable to shareholders was a loss of CNY 60,882,270.62, down 175.69% from a profit of CNY 80,433,423.81 in the same period last year [1]. - The net profit after deducting non-recurring gains and losses was a loss of CNY 70,055,633.40, a decrease of 197.91% compared to a profit of CNY 71,550,984.19 in the previous year [1]. - The net cash flow from operating activities was a negative CNY 4,628,936.00, a decline of 129.58% from a positive CNY 15,646,816.62 in the previous year [1]. Shareholder Information - The total number of shareholders at the end of the reporting period was 10,870 [2]. - Major shareholders include: - Semiconductor Manufacturing International Corporation (SMIC) with a significant stake [2]. - Other notable shareholders include NORWEST VENTURE PARTNERS X, LP with 10.10% and BRITE EAGLE HOLDINGS, LLC with 3.91% [2][3].
灿芯股份(688691) - 关于公司2025年半年度募集资金存放与使用情况的专项报告
2025-08-27 11:20
证券代码:688691 证券简称:灿芯股份 公告编号:2025-020 灿芯半导体(上海)股份有限公司 关于公司 2025 年半年度募集资金存放与使用情况 的专项报告 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。 根据上海证券交易所《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》的规定,将灿芯半导体(上海)股份有限公司(以下简称"本 公司"或"公司")2025 年半年度募集资金存放与使用情况报告如下: 一、募集资金基本情况 | | | | | | 单位:人民币万元 | | --- | --- | --- | --- | --- | --- | | | | | 项目 | | 金额 | | 募集资金总额 | | | | | 59,580.00 | | 减:发行费用合计 | | | | | 7,450.51 | | 募集资金净额 | | | | | 52,129.49 | | 减:累计至 | 2025 | 年 6 | 月 30 | 日募投项目实际支出金额 | 12,434.96 | | 减:截至 2025 | ...
灿芯股份(688691) - 关于补选董事会审计委员会委员的公告
2025-08-27 11:20
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。 灿芯半导体(上海)股份有限公司(以下简称"公司")因目前公司董事会 审计委员会成员数量少于《公司章程》规定的人数,为保证公司董事会审计委员 会依法行使职权和有序开展工作,根据《公司章程》和《董事会审计委员会工作 细则》的有关规定,公司于 2025 年 8 月 27 日召开第二届董事会第六次会议,审 议通过了《关于补选董事会审计委员会委员的议案》,同意补选邵春阳先生为公 司第二届董事会审计委员会委员,任期自本次董事会审议通过之日起至公司第二 届董事会任期届满之日止。 证券代码:688691 证券简称:灿芯股份 公告编号:2025-022 灿芯半导体(上海)股份有限公司 关于补选董事会审计委员会委员的公告 1 本次补选完成后,公司第二届董事会审计委员会由王泽霞女士(召集人)、 张鹏岗先生及邵春阳先生组成。 特此公告。 灿芯半导体(上海)股份有限公司 董事会 2025 年 8 月 28 日 ...
灿芯股份(688691) - 关于使用部分暂时闲置募集资金进行现金管理的公告
2025-08-27 11:20
证券代码:688691 证券简称:灿芯股份 公告编号:2025-021 经中国证券监督管理委员会于 2024 年 1 月 17 日出具的《关于同意灿芯半导 体(上海)股份有限公司首次公开发行股票注册的批复》(证监许可[2024]106 号)批准同意,公司首次公开发行人民币普通股 3,000.00 万股,本次发行募集资 金总额 59,580.00 万元;扣除发行费用后,募集资金净额为 52,129.49 万元。容诚 会计师事务所(特殊普通合伙)对公司本次公开发行新股的资金到位情况进行了 审验,并于 2024 年 4 月 8 日出具了《验资报告》(容诚验字[2024]200Z0016 号), 验证募集资金已全部到位。上述募集资金已经全部存放于经董事会批准的募集资 金专户管理,公司及灿芯半导体(苏州)有限公司已与保荐人、存放募集资金的 商业银行签订了《募集资金专户存储三方监管协议》和《募集资金专户存储四方 1 灿芯半导体(上海)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、准确性和完整性依法承担法 ...