Core Viewpoint - Jiangsu Hongwei Technology Co., Ltd. has developed a "Quality Improvement and Efficiency Enhancement Return Action Plan" for 2025 to enhance operational quality, strengthen management capabilities, and protect investor rights [2]. Group 1: Business Focus and Core Competitiveness - The company focuses on IGBT and FRD power semiconductor chips, with self-developed chips used in its products, emphasizing the importance of domestic production in the current international climate [2]. - The company reported a net profit attributable to shareholders of 2,978,037.94 yuan, an increase of 18.45% year-on-year [3]. Group 2: Research and Development Innovation - The company has 220 R&D personnel, a 4.76% increase year-on-year, with 20.91% holding master's or doctoral degrees [3]. - R&D investment for the first half of 2025 reached 58.5661 million yuan, accounting for 8.61% of revenue, with a year-on-year increase [3]. - Significant advancements in third-generation semiconductor technologies include successful development of SiC MOSFET and SBD chips, as well as GaN chips, marking a substantial leap in technology [4]. Group 3: Fund Management and Project Development - The company plans to adjust the timeline for its convertible bond fundraising project to June 30, 2027, ensuring the safety and effective use of raised funds [5]. Group 4: Corporate Governance and ESG - The company has improved its internal governance structure and published its first ESG report, receiving a Wind A rating, indicating strong ESG management foundations [5]. Group 5: Talent Strategy and Stock Incentives - The company launched a stock incentive plan for 121 individuals, granting 2.9507 million shares, aimed at retaining and motivating key personnel [6]. Group 6: Investor Communication and Information Disclosure - The company has actively engaged in investor relations, disclosing two regular reports and 40 temporary announcements in the first half of 2025, ensuring clarity and accuracy in communication [7]. Group 7: Shareholder Returns - The company has distributed a total of 42.4917 million yuan in cash dividends since its listing in 2021, maintaining a consistent and stable profit distribution policy [8].

Core Viewpoint - Jiangsu Hongwei Technology Co., Ltd. is holding a semi-annual performance briefing for the semiconductor design industry on September 8, 2025, to enhance investor understanding of its financial results and operational performance for the first half of 2025 [1][2]. Group 1: Meeting Details - The meeting is scheduled for September 8, 2025, from 15:00 to 17:00 [1][2]. - It will take place at the Shanghai Stock Exchange Roadshow Center, accessible via the website: https://roadshow.sseinfo.com/ [1][2]. - The format will include video streaming and online interaction [1][2]. Group 2: Participation Information - Investors can submit questions from September 1 to September 5, 2025, through the Roadshow Center website or via the company's email [2][3]. - The company will address commonly asked questions during the briefing [2][3]. Group 3: Attendees - Key attendees include the Chairman and General Manager Zhao Shanqi, Financial Director Wang Qiaoqiao, Independent Director Wang Wenkai, and Board Secretary Ma Jun [2].

Core Points - Jiangsu Hongwei Technology Co., Ltd. reported on the status of its fundraising activities and the use of raised funds for the first half of 2025, ensuring compliance with relevant regulations [2][11]. Fundraising Overview - The company raised a total of RMB 677,387,918.34 from its initial public offering (IPO) by issuing 24,623,334 shares at a price of RMB 27.51 per share, with a net amount of RMB 596,804,289.33 after deducting issuance costs [2][3]. - The company also issued 4,300,000 convertible bonds at a price of RMB 100 each, raising RMB 43,000,000, with a net amount of RMB 42,327,690 after expenses [3]. Fund Usage and Balance - As of June 30, 2025, the remaining unused balance of the raised funds was RMB 1,766,075.01, all stored in designated accounts [6][11]. - The total amount used from the IPO funds was RMB 597,660,946.04, with an additional RMB 4,165.36 accrued from interest income [3][7]. - The company utilized RMB 11,000,000 from excess funds to permanently supplement working capital and RMB 6,000,000 from idle funds for temporary working capital [8][9]. Fund Management - The company has established a three-party supervision agreement with its underwriter and banks to ensure proper management and usage of the raised funds [4][11]. - The company has not engaged in any prior investment or replacement of the raised funds during the reporting period [7][10]. Compliance and Reporting - The company confirmed that it has adhered to all relevant regulations regarding the management and use of raised funds, with no violations or issues in disclosure [11].

Core Points - Jiangsu Hongwei Technology Co., Ltd. reported a total asset of approximately 2.54 billion RMB at the end of the reporting period, a decrease of 2.48% compared to the end of the previous year [1] - The company's operating revenue for the reporting period was approximately 680.27 million RMB, representing an increase of 6.86% year-on-year [1] - The total profit for the period was approximately -5.33 million RMB, an improvement from -6.28 million RMB in the previous year [1] - The net profit attributable to shareholders of the listed company was approximately -183.88 thousand RMB, significantly better than -3.04 million RMB in the same period last year [1] - The net cash flow from operating activities was approximately -660.21 thousand RMB, a decline of 101.15% compared to the previous year [1] Financial Performance - The weighted average return on net assets was not provided in the report [2] - Research and development expenses accounted for 8.61% of operating revenue, an increase of 0.14 percentage points compared to the previous year [2] - The total number of shareholders at the end of the reporting period was 10,920 [2] Shareholding Structure - The largest shareholder, Zhao Shanqi, holds 17.75% of the shares, amounting to 37,783,038 shares [3] - Other significant shareholders include Ding Ziwen with 3.73% and Ganzhou Changchun New You Investment Partnership with 2.97% [3] - The report does not indicate any preferred shareholders with restored voting rights [3] Important Matters - The report states that there were no significant changes in the company's operating conditions during the reporting period [4]

Core Viewpoint - Jiangsu Hongwei Technology Co., Ltd. reported a revenue of approximately 680 million yuan for the first half of 2025, reflecting a year-on-year increase of 6.86%, while the net profit attributable to shareholders rose by 18.45% to nearly 3 million yuan, indicating a positive growth trajectory in the power semiconductor sector [3][17]. Company Overview and Financial Indicators - The company specializes in the design, research, production, and sales of power semiconductor chips, modules, and discrete devices, focusing on IGBT and FRD technologies [3][15]. - Key financial metrics for the first half of 2025 include: - Revenue: 680,274,323.09 yuan, up 6.86% from the previous year - Net profit attributable to shareholders: 2,978,037.94 yuan, up 18.45% - Basic earnings per share: 0.0140 yuan, up 18.64% [3][17]. Industry Context - The power semiconductor industry is experiencing rapid growth driven by the demand for electric vehicles, renewable energy, and advanced industrial applications [8][11]. - The global power semiconductor market is projected to grow from approximately 26.2 billion USD in 2024 to 70.8 billion USD by 2030, with significant contributions from SiC and GaN technologies [11]. - The domestic market for new energy vehicles saw production and sales reach 6.968 million and 6.937 million units respectively by June 2025, marking year-on-year growth of 41.4% and 35.5% [12][11]. Technological Advancements - The company has developed advanced IGBT and FRD chips for photovoltaic applications, achieving reliability testing and mass production [17][18]. - Significant progress has been made in SiC and GaN technologies, with successful development and testing of various chips aimed at automotive and renewable energy applications [19][18]. - The strategic collaboration with Huahong Hongli aims to enhance the performance of IGBT and SiC MOSFET products, aligning them with international standards [16]. Market Opportunities - The demand for power semiconductor devices is expected to grow in sectors such as electric vehicles, energy storage, and industrial control, driven by technological innovations and policy support [8][11]. - The company is positioned to capitalize on the expanding market for renewable energy and electric vehicle infrastructure, particularly in the context of China's carbon neutrality goals [11][12].

Group 1 - Hailiang Co., Ltd. achieved a revenue of 44.476 billion yuan, a year-on-year increase of 1.17%, and a net profit of 711 million yuan, a year-on-year increase of 15.03% [1] - Yinfai Storage reported a revenue of 543 million yuan, a year-on-year decrease of 18.97%, and a net profit of 62.347 million yuan, a year-on-year decrease of 20.05% [1] - Huamao Technology achieved a revenue of 1.108 billion yuan, a year-on-year increase of 14.42%, and a net profit of 137 million yuan, a year-on-year increase of 3.21% [2] Group 2 - Postal Savings Bank reported a revenue of 179.446 billion yuan, a year-on-year increase of 1.5%, and a net profit of 49.228 billion yuan, a year-on-year increase of 0.85% [4] - Bright Dairy achieved a revenue of 12.472 billion yuan, a year-on-year decrease of 1.9%, and a net profit of 217 million yuan, a year-on-year decrease of 22.53% [6] - Pianzaihuang reported a revenue of 5.379 billion yuan, a year-on-year decrease of 4.81%, and a net profit of 1.442 billion yuan, a year-on-year decrease of 16.22% [7] Group 3 - Great Wall Motors achieved a revenue of 92.335 billion yuan, a year-on-year increase of 0.99%, and a net profit of 6.337 billion yuan, a year-on-year decrease of 10.21% [9] - Haowei Group reported a revenue of 13.956 billion yuan, a year-on-year increase of 15.42%, and a net profit of 2.028 billion yuan, a year-on-year increase of 48.34% [10] - Batian Co., Ltd. achieved a revenue of 2.543 billion yuan, a year-on-year increase of 63.93%, and a net profit of 456 million yuan, a year-on-year increase of 203.71% [12] Group 4 - Yuxin Technology reported a revenue of 1.415 billion yuan, a year-on-year decrease of 5.01%, and a net profit of 220 million yuan, a year-on-year increase of 35.26% [14] - Zhongti Industry reported a revenue of 787 million yuan, a year-on-year decrease of 25.24%, and a net loss of 24.3955 million yuan [15] - Kemei Diagnostics achieved a revenue of 165 million yuan, a year-on-year decrease of 27.03%, and a net profit of 24.3408 million yuan, a year-on-year decrease of 68.24% [16] Group 5 - Huatai Co., Ltd. reported a revenue of 6.409 billion yuan, a year-on-year decrease of 1.86%, and a net profit of 67.6382 million yuan, a year-on-year decrease of 63.13% [17] - Fudan Fuhua reported a revenue of 326 million yuan, a year-on-year increase of 2.20%, and a net loss of 711.58 million yuan [19] - Haili Co., Ltd. achieved a revenue of 12.426 billion yuan, a year-on-year increase of 13.16%, and a net profit of 333.546 million yuan, a year-on-year increase of 693.76% [21] Group 6 - Xintong New Science reported a revenue of 61.852 million yuan, a year-on-year increase of 8.49%, and a net loss of 30.393 million yuan [22] - Newzhisoft achieved a revenue of 897 million yuan, a year-on-year decrease of 3.40%, and a net profit of 30.3531 million yuan, a year-on-year increase of 42.84% [24] - Maolai Optics reported a revenue of 319 million yuan, a year-on-year increase of 32.26%, and a net profit of 32.7555 million yuan, a year-on-year increase of 110.36% [25] Group 7 - Qianjin Pharmaceutical achieved a revenue of 1.818 billion yuan, a year-on-year decrease of 5.52%, and a net profit of 128 million yuan, a year-on-year increase of 8.50% [28] - Quanfeng Automotive reported a revenue of 1.218 billion yuan, a year-on-year increase of 18.90%, and a net loss of 167 million yuan [29] - Zhongjin Lingnan's application for a specific issuance of A-shares has been accepted by the Shenzhen Stock Exchange [31] Group 8 - Zhonglv Electric achieved a revenue of 2.333 billion yuan, a year-on-year increase of 29.30%, and a net profit of 618 million yuan, a year-on-year increase of 33.06% [33] - Sanhuan Group reported a revenue of 4.149 billion yuan, a year-on-year increase of 21.05%, and a net profit of 1.237 billion yuan, a year-on-year increase of 20.63% [35] - China Energy Construction achieved a revenue of 212.091 billion yuan, a year-on-year increase of 9.18%, and a net profit of 28.02 billion yuan, a year-on-year increase of 0.72% [37] Group 9 - Liou Co., Ltd. reported a revenue of 9.635 billion yuan, a year-on-year decrease of 9.62%, and a net profit of 478 million yuan, turning from a loss to profit [38] - Suzhou Bank achieved a revenue of 6.504 billion yuan, a year-on-year increase of 1.81%, and a net profit of 3.134 billion yuan, a year-on-year increase of 6.15% [40] - Shunxin Agriculture reported a revenue of 4.593 billion yuan, a year-on-year decrease of 19.24%, and a net profit of 173 million yuan, a year-on-year decrease of 59.09% [43] Group 10 - Tongfu Microelectronics achieved a revenue of 13.038 billion yuan, a year-on-year increase of 17.67%, and a net profit of 412 million yuan, a year-on-year increase of 27.72% [44] - Weidao Nano reported a revenue of 1.05 billion yuan, a year-on-year increase of 33.42%, and a net profit of 192 million yuan, a year-on-year increase of 348.95% [44] - ZTE Corporation achieved a revenue of 715.53 billion yuan, a year-on-year increase of 14.51%, and a net profit of 50.58 billion yuan, a year-on-year decrease of 11.77% [46]

（原标题：宏微科技(688711.SH)发布半年度业绩，归母净利润298万元，同比增长18.45%） 智通财经APP讯，宏微科技(688711.SH)披露2025年半年度报告，报告期公司实现营收6.8亿元，同比增 长6.86%;归母净利润298万元，同比增长18.45%;扣非净利润亏损18万元;基本每股收益0.0140元。 ...

Core Insights - The company reported a revenue of 680 million yuan for the first half of 2025, representing a year-on-year growth of 6.86%, and a net profit attributable to shareholders of 2.978 million yuan, up 18.45% year-on-year [1] - Despite signs of recovery in the power semiconductor industry, challenges such as price competition and macroeconomic fluctuations persist, but the company achieved steady revenue growth and continuous profit improvement through ongoing technological breakthroughs and market deepening [1] Financial Performance - Revenue for the first half of 2025 reached 680 million yuan, with a year-on-year increase of 6.86% [1] - Net profit attributable to shareholders was 2.978 million yuan, reflecting an 18.45% year-on-year growth [1] - R&D expenses amounted to 58.5661 million yuan, accounting for 8.61% of revenue, with a year-on-year increase of 8.64% [1] R&D and Innovation - The company has increased its R&D personnel to 220, with over 20% holding master's or doctoral degrees, and has accumulated 139 patents [1] - Significant progress has been made in core technologies such as IGBT, FRD, SiC, and GaN, with successful development of 1200V SiC MOSFET chips and GaN chips [2] - The company aims to enhance product competitiveness through technological iteration and production line optimization during the industrialization window of third-generation semiconductor devices [2] Strategic Collaborations - A five-year strategic cooperation memorandum was signed with Huahong Hongli to deepen collaboration in 12-inch wafer processes and joint development of core products [2] - Collaborations with various research institutions aim to innovate reliability testing for power devices and explore applications of SiC chips in new power systems [3] - The company is also engaging in forward-looking explorations of power semiconductors in nuclear fusion applications [3]

关于公司 2025 年度提质增效重回报专项行动方案的 半年度评估报告 江苏宏微科技股份有限公司（以下简称"公司"）为践行"以投资者为本" 的上市公司发展理念，维护全体股东利益，基于对公司未来发展前景的信心，对 公司价值的认可和切实履行社会责任，公司特制定 2025 年度"提质增效重回报" 行动方案（以下简称"行动方案"），以进一步提升公司经营质量，强化管理能力， 保障投资者权益。 2025 年上半年，公司根据该行动方案积极落实相关举措并认真评估实施效 果，行动方案实施情况报告如下： 一、聚焦公司主营业务，持续强化核心竞争力 江苏宏微科技股份有限公司 公司自设立以来一直从事 IGBT、FRD 为主的功率半导体芯片、单管和模块 的设计、研发、生产和销售，并为客户提供功率半导体器件的解决方案，IGBT、 FRD 单管和模块的核心是 IGBT 和 FRD 芯片，公司拥有诸多具有一定先进性的 相关知识产权。公司主营业务中的单管完全采用自研芯片，模块产品以自研芯片 为主，外购芯片为辅。IGBT、FRD 作为功率半导体器件的主要代表，是电气与 自动化、电力传输与信息通信系统中的核心器件。在当前复杂而严峻的国际形势 下，积极 ...

| 证券代码：688711 | 证券简称：宏微科技 | 公告编号：2025-072 | | --- | --- | --- | | 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 关于召开 2025 年半年度科创板芯片设计行业集体业 绩说明会的公告 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： 会议召开时间：2025 年 9 月 8 日(星期一)下午 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 09 月 01 日（星期一）至 09 月 05 日（星期五）16:00 前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 xxpl@macmicst.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。 江苏宏微科技股份有限公司（以下简称"公司" ...