功率半导体行业上市公司汇总 中国功率半导体产业已形成完整生态链，头部企业各具特色。新洁能、斯达半导专注IGBT模块，在新 能源领域占据优势;捷捷微电、苏州固锝深耕二极管和晶闸管等传统器件;华润微、士兰微作为IDM龙头 实现全产业链覆盖;闻泰科技通过安世半导体布局车规级产品;扬杰科技在分立器件领域保持领先;东微半 导、宏微科技聚焦高端MOSFET和IGBT研发;派瑞股份专精特高压器件;振华科技、华微电子在军工和工 业领域具有优势;银河微电、芯导科技、锴威特则专注细分市场的小型化器件。这些企业共同推动国产 功率半导体在汽车电子、工业控制、新能源等关键领域的进口替代进程，形成从芯片设计、制造到封测 的完整产业体系。 图表 1: 2025年中国功率半导体产业上市公司汇总(一) | 股票代码 | 关联度 | 公司简称 | 要点 | | --- | --- | --- | --- | | 无锡新洁能专注于功率半导体器件的研发、生产和销售,核心 | | | | | 产品包括 MOSFET 和 IGBT 等。应用于新能源汽车、工业控 | 新洁能 | 605111.SH | ★★★★ | | 制及消费电子领域,是国内领先的功率 ...

分红方面，宏微科技A股上市后累计派现4249.17万元。近三年，累计派现2249.76万元。 责任编辑：小浪快报 8月25日，宏微科技（维权）涨1.12%，成交额3.74亿元。两融数据显示，当日宏微科技获融资买入额 5086.60万元，融资偿还5494.74万元，融资净买入-408.14万元。截至8月25日，宏微科技融资融券余额 合计3.76亿元。 资料显示，江苏宏微科技股份有限公司位于江苏省常州市新北区华山路18号，成立日期2006年8月18 日，上市日期2021年9月1日，公司主营业务涉及IGBT、FRED为主的功率半导体芯片、单管、模块和电 源模组的设计、研发、生产和销售。主营业务收入构成为：模块(封装)77.65%，单管(封装)18.48%，芯 片1.93%，受托加工业务1.61%，其他(补充)0.34%。 截至3月31日，宏微科技股东户数1.03万，较上期增加4.72%；人均流通股20696股，较上期减少4.51%。 2025年1月-3月，宏微科技实现营业收入2.97亿元，同比增长20.70%；归母净利润108.37万元，同比增长 163.14%。 融资方面，宏微科技当日融资买入5086.60万元。 ...

进一步统计，近3个月内该股累计发生2笔大宗交易，合计成交金额为3138.26万元。该股近5个交易日累 计下跌2.40%，主力资金合计净流出6614.26万元。 责任编辑：小浪快报 第1笔成交价格为22.85元，成交66.00万股，成交金额1,508.10万元，溢价率为-20.74%，买方营业部为国 泰海通证券股份有限公司北京鲁谷路证券营业部，卖方营业部为申港证券股份有限公司上海奉贤区云樱 路证券营业部。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 8月25日，宏微科技（维权）收涨1.12%，收盘价为28.83元，发生1笔大宗交易，合计成交量66万股，成 交金额1508.1万元。 ...

8月25日，宏微科技大宗交易成交66万股，成交额1508.1万元，占当日总成交额的3.88%，成交价22.85元，较市场收盘价28.83元折价20.74%。 | 2025-08-25 | 宏微科技 | 688711 | 22.85 1508.1 | 66 | 国泰海通证券股份 | 申港证券股份有限 | | --- | --- | --- | --- | --- | --- | --- | | | | | | | 有限公司北京鲁谷 | 公司上海奉贤区云 | | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 时三世界三名 | 卖出营业部 时三世界日常是 | ...

8月21日，宏微科技大宗交易成交71万股，成交额1630.16万元，占当日总成交额的3.85%，成交价22.96元，较市场收盘价28.11元折价18.32%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2025-08-21 | 宏微科技 | 688711 | 22.96 1630.16 | 国泰海通证券股份 | 申港证券股份有限 | | | | | | | 有限公司北京鲁谷 | 公司上海奉贤区云 | | | | | | | 时三世出台 | 400 00 :工艺古 11 : 1 | | ...

证券代码：688711 证券简称：宏微科技 公告编号：2025-069 转债代码：118040 债券简称：宏微转债 江苏宏微科技股份有限公司 关于控股子公司获得车企客户项目定点的自愿披 露公告 二、对公司的影响 上述车企客户是国内领先的高端自主汽车品牌，本次项目定点体现了客户对 公司研发能力、供应链能力及产品质量的认可，进一步扩大了公司在 SiC 产品领 域的配套份额，巩固和提高了公司的市场竞争力；如后续订单陆续顺利转化，预 计将对公司经营业绩产生积极影响，具体影响金额及影响时间将视订单的具体情 况而定，届时公司将在签订正式销售合同后及时披露进展情况。 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: 江苏宏微科技股份有限公司（以下简称"公司"）控股子公司常州芯动 能半导体有限公司（以下简称"芯动能"）于近日收到国内某新能源汽车头部企 业客户（以下简称"车企客户"）发送的定点通知书，确定芯动能作为该车企客 户 SiC MOSFET 器件项目的供应商。 本次项目定点通知书不构成实质性订单，截至本公告披露日，公司 ...

Core Viewpoint - Macro Micro Technology (688711.SH) announced that its subsidiary, Changzhou Chip Dynamics Semiconductor Co., Ltd. (referred to as "Chip Dynamics"), has received a designation letter from a leading domestic electric vehicle manufacturer, confirming Chip Dynamics as the supplier for the SiC MOSFET device project [1] Group 1 - The designation letter indicates a significant partnership between Chip Dynamics and a major player in the electric vehicle sector [1] - This development highlights the growing demand for SiC MOSFET devices in the electric vehicle industry, which is crucial for enhancing vehicle performance and efficiency [1]

Group 1 - The semiconductor stocks in the A-share market have shown strong performance, with notable increases in share prices for several companies [1] - Shengke Communication saw a rise of nearly 16%, while Dongxin Co. increased by over 13% [1] - Other companies such as Jingfeng Mingyuan, Jiewate, Debang Technology, Ashi Chuang, and Hongwei Technology also experienced gains of over 5% [1] Group 2 - The following table summarizes the performance of key semiconductor stocks, including their percentage increase, total market capitalization, and year-to-date growth [2] - Shengke Communication: 15.95% increase, market cap of 38.5 billion, YTD growth of 11.90% - Dongxin Co.: 13.67% increase, market cap of 46.9 billion, YTD growth of 325.70% - Jingfeng Mingyuan: 8.55% increase, market cap of 8.716 billion, YTD growth of 11.75% - Jiewate: 6.73% increase, market cap of 14.1 billion, YTD growth of 3.17% - Debang Technology: 5.74% increase, market cap of 6.862 billion, YTD growth of 32.15% - Ashi Chuang: 5.31% increase, market cap of 7.413 billion, YTD growth of 101.16% - Hongwei Technology: 5.11% increase, market cap of 6.088 billion, YTD growth of 65.34% [2]

Group 1 - The company has appointed Ms. Wang Qiaoqiao as the new Chief Financial Officer (CFO), who has extensive experience in accounting firms and investment banking, previously serving at CITIC Securities [1][6] - Ms. Wang holds a master's degree and is a certified public accountant, with a career spanning from auditing to senior management roles in investment banking [2][7] - The former CFO, Ms. Xue Hongxia, resigned due to approaching retirement age, and her resignation was effective immediately upon submission of her written notice [6][8] Group 2 - Ms. Xue's annual compensation for the year 2024 was 405,900 yuan [3] - The board of directors expressed gratitude for Ms. Xue's contributions during her tenure as CFO [6] - The appointment of Ms. Wang was approved during the fifth board meeting, ensuring continuity in the company's financial management [6][7]

Core Points - The company has completed the registration of the second vesting period for the 2022 restricted stock incentive plan, resulting in an increase in total share capital and an adjustment to the convertible bond conversion price [2][7] - The adjusted conversion price for the convertible bond "宏微转债" is set to be 28.51 yuan per share, effective from August 15, 2025 [5][7] - The total number of shares has increased from 212,884,185 to 213,081,641 due to the issuance of 197,456 shares to 59 incentive recipients [2][7] Adjustment Details - The conversion price adjustment is based on the issuance of new shares and follows specific formulas for calculating the new price based on stock dividends, capital increases, and cash dividends [4][6] - The previous conversion price was 28.52 yuan per share, and the new price reflects a minor decrease due to the adjustment process [5][7] - The adjustment process will be communicated through official announcements on the Shanghai Stock Exchange [6][7] Additional Information - Investors seeking more details about the convertible bonds can refer to the company's prospectus published on July 21, 2023 [8]