证券代码：688693 证券简称：锴威特 公告编号：2025-045 苏州锴威特半导体股份有限公司 关于使用部分超募资金永久补充流动资金的公告 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律责任。 苏州锴威特半导体股份有限公司（以下简称"公司"）于 2025 年 8 月 28 日召 开第三届董事会审计委员会第二次会议及第三届董事会第二次会议，审议通过了 《关于使用部分超募资金永久补充流动资金的议案》，本次拟使用人民币 4,000 万元的超募资金永久补充流动资金，本议案尚需提交公司股东会审议。保荐机构 华泰联合证券有限责任公司（以下简称"保荐机构"）对上述事项发表了明确的 同意意见。具体情况如下： 二、募集资金投资项目情况 一、募集资金基本情况 根据中国证券监督管理委员会于2023年7月7日出具的《关于同意苏州锴威特 半导体股份有限公司首次公开发行股票注册的批复》（证监许可﹝2023﹞1512 号），公司获准向社会公开发行人民币普通股A股1,842.1053万股，每股发行价 格为人民币40.83元，募集资金总额为75,213.16 ...

（二）募集资金使用和结余情况 截止 2025 年 6 月 30 日，本公司募集资金使用和结余情况如下： 证券代码：688693 证券简称：锴威特 公告编号：2025-043 苏州锴威特半导体股份有限公司 2025 年半年度募集资金存放与实际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。 根据中国证券监督管理委员会《上市公司募集资金监管规则》和《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》《上海证券交易所科 创板股票上市规则》等有关规定，苏州锴威特半导体股份有限公司（以下简称"公 司"或"本公司"）编制了《2025 年半年度募集资金存放与实际使用情况的专项报 告》。具体如下： 一、募集资金基本情况 （一）实际募集资金金额和资金到账时间 根据中国证券监督管理委员会于 2023 年 7 月 7 日出具的《关于同意苏州锴 威特半导体股份有限公司首次公开发行股票注册的批复》（证监许可﹝2023﹞ 1512 号），公司获准向社会公开发行人民币普通股 A 股 1,842.1053 万股，每股 发 ...

2025 年度"提质增效重回报"行动方案的半年度评估报告 苏州锴威特半导体股份有限公司（以下简称"公司"）为深入贯彻国务院《关 于进一步提高上市公司质量的意见》的要求，积极响应上海证券交易所《关于开 展科创板上市公司"提质增效重回报"专项行动的倡议》，秉持"以投资者为本" 的发展理念，切实履行上市公司责任担当，制定了《2025 年度"提质增效重回报" 行动方案》，具体内容详见公司于 2025 年 4 月 9 日披露于上海证券交易所网站 （www.sse.com.cn）的《苏州锴威特半导体股份有限公司 2025 年度"提质增效 重回报"行动方案》。结合上半年实际经营情况，现将半年度评估情况报告如下： 一、聚焦主营业务：核心竞争力持续强化，市场拓展初见成效 （一）主业布局深化，产品矩阵不断完善 公司围绕"功率器件+功率 IC"为核心的双轮驱动战略，坚持"赋能、保质、 控本、增效"的经营策略，持续不断丰富自身产品系列，已形成了集成快恢复平 面 MOSFET（FRMOS）、沟槽型 MOSFET、SJ MOSFET、SiC MOSFET、功率 IC 等特色产品系列，实现对各类细分功率器件的全面覆盖。 PWM 控制 IC ...

证券代码：688693 证券简称：锴威特 公告编号：2025-044 苏州锴威特半导体股份有限公司 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律责任。 重要内容提示： 投资种类：安全性高、流动性好、满足保本要求的现金管理产品（包括 但不限于协定存款、通知存款、定期存款、大额存单、结构性存款及收益凭证等） 投资额度及期限：公司拟使用总额不超过人民币 38,000 万元（含本数、 含前次使用部分暂时闲置募集资金进行现金管理尚未到期的部分，下同）的闲置 募集资金进行现金管理，使用期限自公司董事会审议通过之日起 12 个月内有效。 在上述额度及期限内，资金可循环滚动使用。 已履行的审议程序：苏州锴威特半导体股份有限公司（以下简称"公司"） 于 2025 年 8 月 28 日召开第三届董事会审计委员会第二次会议及第三届董事会第 二次会议，审议通过了《关于使用部分暂时闲置募集资金进行现金管理的议案》， 董事会授权公司经营管理层在上述额度及期限范围内行使投资决策权并签署相 关合同文件，具体事项 ...

证券代码：688693 证券简称：锴威特 公告编号：2025-046 苏州锴威特半导体股份有限公司 本公司对由收入准则规范的交易形成的全部应收票据及应收账款，按照相当 于整个存续期内预期信用损失的金额计量损失准备。由此形成的损失准备的增加 或转回金额，作为减值损失或利得计入当期损益。 关于 2025 年半年度计提资产减值准备的公告 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律责任。 2025 年 8 月 28 日，苏州锴威特半导体股份有限公司（以下简称"公司"）召 开了第三届董事会审计委员会第二次会议及第三届董事会第二次会议，审议通过 了《关于 2025 年半年度计提资产减值准备的议案》。具体情况如下： 一、计提减值准备的情况概述 根据《企业会计准则》和相关会计政策的规定，结合公司的实际经营情况及 行业市场变化等因素的影响，为客观、公允地反映公司截至 2025 年 6 月 30 日的 财务状况和 2025 年半年度的经营成果，公司及下属子公司对截至 2025 年 6 月 30 日公司资产进行了减值测试，公司 2025 年半年度 ...

Core Insights - The power semiconductor industry in China has developed a complete ecosystem with leading companies specializing in various segments, including IGBT modules, diodes, and traditional devices, contributing to the import substitution process in key areas like automotive electronics and renewable energy [1][8]. Company Overview - New Energy and Stada Semiconductor focus on IGBT modules, leading in the renewable energy sector [1]. - Jiejie Microelectronics and Suzhou Good focus on diodes and thyristors, serving home appliances and industrial automation markets [1]. - Huazhong Microelectronics and Silan Microelectronics are IDM leaders covering the entire industry chain [1]. - Wentai Technology has expanded into automotive-grade products through the acquisition of Anshi Semiconductor [1]. - Yangjie Technology leads in discrete devices, while Dongwei Semiconductor and Hongwei Technology focus on high-end MOSFET and IGBT research [1]. - Pairui Technology specializes in high-voltage devices, and Zhenhua Technology and Huami Electronics have advantages in military and industrial sectors [1]. - Galaxy Microelectronics, Xindao Technology, and Kaiweite focus on miniaturized devices in niche markets [1]. Performance Comparison - In Q1 2025, most power semiconductor companies reported gross margins between 10% and 45%, indicating good profitability [5]. - Wentai Technology led in revenue with 13.1 billion yuan, although its year-on-year growth rate declined [5]. - Pairui Technology achieved the highest gross margin at 58.4%, showcasing its cost control and efficiency [5]. Revenue and Gross Margin Data - New Energy reported Q1 2025 revenue of 450 million yuan with a gross margin of 36.6% [6]. - Jiejie Microelectronics had revenue of 700 million yuan and a gross margin of 39.9% [6]. - Huazhong Microelectronics reported 2.35 billion yuan in revenue with a gross margin of 25.3% [6]. - Wentai Technology's revenue was 13.1 billion yuan with a gross margin of 14.0% [6]. - Silan Microelectronics had revenue of 3 billion yuan and a gross margin of 21.3% [6]. - Stada Semiconductor reported 920 million yuan in revenue with a gross margin of 30.4% [6]. - Suzhou Good achieved 900 million yuan in revenue with a gross margin of 10.8% [6]. - Yangjie Technology reported 1.58 billion yuan in revenue with a gross margin of 34.6% [6]. - Galaxy Microelectronics had revenue of 220 million yuan and a gross margin of 24.0% [6]. - Pairui Technology's revenue was 30 million yuan with a gross margin of 58.4% [6]. - Hongwei Technology reported 300 million yuan in revenue with a gross margin of 16.4% [6]. - Dongwei Semiconductor achieved 280 million yuan in revenue with a gross margin of 13.6% [7]. - Taiji Technology reported 70 million yuan in revenue with a gross margin of 29.0% [7]. - Zhenhua Technology had revenue of 910 million yuan and a gross margin of 42.5% [7]. - Huami Electronics reported 640 million yuan in revenue with a gross margin of 28.0% [7]. Regional Distribution - Domestic sales dominate, with most companies having over 70% of their sales in China, except Wentai Technology, which has a balanced global presence [8]. - The East and South China regions are core areas for companies like Stada Semiconductor, Silan Microelectronics, and New Energy, while North and Central China focus on industrial and power applications [8]. - Companies like Zhenhua Technology and Huami Electronics leverage local bases to expand into surrounding areas [8]. Future Business Plans - The industry aims to build competitive barriers through capacity expansion, automotive certification, and domestic substitution [16]. - Leading companies are accelerating the expansion of automotive-grade IGBT modules and focusing on the photovoltaic storage market [16]. - Companies are also enhancing their technology capabilities, with a focus on 12-inch wafer production and third-generation semiconductor layouts [16].

Core Viewpoint - On August 18, a total of 19 listed companies had their restricted shares unlocked, with a total market value of approximately 32.581 billion yuan [1]. Group 1: Unlocking Details - The specific details of the restricted share unlocks are as follows: - **Sunshine Energy (000591)**: 314 million shares from A-share original shareholder allocation [2] - **Paislin (600215)**: 2.0375 million shares from equity incentive lock-up [2] - **Xin'ao Co. (600803)**: 253 million shares from A-share corporate allocation [2] - **Hualan Biological (301207)**: 459 million shares with extended lock-up period [2] - **Taihe New Materials (002254)**: 436,000 shares from equity incentive lock-up [2] - **Yinxi Technology (300221)**: 569,890 shares from equity incentive lock-up [2] - **Loxin Medical (300562)**: 110,000 shares from equity incentive lock-up [2] - **Bona Film (001330)**: 319 million shares from pre-issue lock-up [2] - **Yuanfei Pet (001222)**: 112 million shares from pre-issue lock-up [2] - **Kaige Precision Machinery (301338)**: 72.1 million shares from pre-issue lock-up [2] - **Dingjide (603255)**: 72.7914 million shares from pre-issue lock-up [2] - **Shangji Technology (301330)**: 18.515 million shares from pre-issue lock-up [2] - **Zhongchumai (688267)**: 83.3928 million shares [2] - **Luwei Optoelectronics (688401)**: 77.6214 million shares [2] - **Haohan Depth (688292)**: 10.8085 million shares [2] - **Huicheng Co. (688403)**: 259 million shares [2] - **Kaiweite (688693)**: 921,100 shares [2] - **Xinyu Ren (688573)**: 122,190 shares [2] - **Sinan Navigation (688592)**: 77,700 shares [2]

Group 1 - The core viewpoint of the news is the financial performance and market activity of Suzhou Kaiweite Semiconductor Co., Ltd. as of August 13, 2025, highlighting a significant revenue growth and the stock's trading performance [1][3] - As of the latest quarterly report, the company reported total revenue of 44.83 million yuan, a year-on-year increase of 100.91%, and a net profit attributable to shareholders of 12.83 million yuan, up 19.54% year-on-year [1] - The company has a strong liquidity position with a current ratio of 12.307 and a quick ratio of 10.356, alongside a low debt-to-asset ratio of 7.50% [1] Group 2 - The company has made investments in 4 external enterprises and participated in 31 bidding projects, indicating active engagement in business expansion [2] - In terms of intellectual property, the company holds 5 trademark registrations and 149 patents, along with 10 administrative licenses, showcasing its innovation capabilities [2]

Group 1 - The company has authorized the disposal of trading financial assets, specifically shares of Suzhou Kaiweite Semiconductor Co., Ltd. (stock code: 688693), for a period of 12 months starting from the approval date of the shareholders' meeting [2] - The company completed the reduction of 2,210,400 shares of Kaiweite, which represents 3.00% of the current total share capital of Kaiweite, through both centralized bidding and block trading methods [2][3] - As of the announcement date, the company still holds 8,344,816 shares of Kaiweite, accounting for 11.33% of the current total share capital [3] Group 2 - The preliminary financial assessment indicates that the sale of Kaiweite shares will increase the net profit attributable to the shareholders of the listed company by approximately 36 million yuan after deducting costs and related taxes [4]

Group 1 - The company has authorized the disposal of its trading financial assets, specifically shares of Suzhou Kaiweite Semiconductor Co., Ltd., for a period of 12 months following the approval at the shareholders' meeting [2] - The company plans to reduce its holdings in Kaiweite by up to 2,210,400 shares, which represents 3.00% of the total share capital of Kaiweite [3] - The company successfully completed the reduction of 2,210,400 shares through both centralized bidding and block trading methods [3] Group 2 - As of the announcement date, the company still holds 8,344,816 shares of Kaiweite, accounting for 11.33% of the total share capital [4] - The preliminary financial assessment indicates that the sale of Kaiweite shares will increase the net profit attributable to shareholders by approximately 36 million yuan after deducting costs and taxes [5]