| 证券代码：688711 | 证券简称：宏微科技 | 公告编号：2025-071 | | --- | --- | --- | | 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 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。 一、本次计提资产减值准备情况概述 根据《企业会计准则第 8 号——资产减值》及江苏宏微科技股份有限公司（以 下简称"公司"）会计政策、会计估计的相关规定，为客观、公允地反映公司 2025 年半年度的财务状况，本着谨慎性原则，公司对截至 2025 年 6 月 30 日合并报表 范围内可能发生信用及资产减值损失的有关资产计提资产减值准备。 公司本次计提资产减值准备计入资产减值损失和信用减值损失科目，2025 年半年度公司合并报表口径计提信用减值损失和资产减值损失合计 751.74 万元， 对公司合并报表利润总额影响数 751.74 万元（合并利润总额未计算所得税影响）。 公司 2025 年半年度计提资产减值准备是基于公司实 ...

Core Viewpoint - Hongwei Technology (688711.SH) reported a revenue of 680 million yuan for the first half of 2025, reflecting a year-on-year growth of 6.86% [1] - The net profit attributable to shareholders of the listed company was 2.978 million yuan, representing a year-on-year increase of 18.45% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -183,900 yuan, with basic earnings per share at 0.0140 yuan [1] Financial Performance - Revenue for the reporting period reached 680 million yuan, up 6.86% compared to the previous year [1] - Net profit attributable to shareholders increased to 2.978 million yuan, marking an 18.45% rise year-on-year [1] - The adjusted net profit, excluding non-recurring items, was -183,900 yuan [1]

江苏宏微科技股份有限公司2025 年半年度报告 1 / 213 江苏宏微科技股份有限公司2025 年半年度报告 公司代码：688711 公司简称：宏微科技 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 2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 重大风险提示 本公司已在本报告中详细阐述公司在经营过程中可能面临的各种风险及应对措施，敬请查阅 本报告第三节"管理层讨论与分析"之四"风险因素"部分。 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人赵善麒、主管会计工作负责人王巧巧及会计机构负责人（会计主管人员）王巧 巧声明：保证半年度报告中财务报告的真实、准确、完整。 六、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 七、 是否存在公司治理特殊安排等重要事项 □适用 √不适用 八、 前瞻性陈述的风险声明 √适用 □不适用 本报告中所涉及的未来计划、发展战略等前瞻性描述不构成公司对投资者的实质承诺 ...

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].

Group 1 - The core viewpoint of the news highlights the trading performance and financial metrics of Hongwei Technology, indicating a mixed sentiment in the market with a slight increase in stock price and notable financing activities [1][2]. - On August 25, Hongwei Technology's stock rose by 1.12%, with a trading volume of 374 million yuan. The financing buy-in amount was 50.87 million yuan, while the financing repayment was 54.95 million yuan, resulting in a net financing outflow of 4.08 million yuan [1]. - As of August 25, the total financing and securities lending balance for Hongwei Technology was 376 million yuan, which accounts for 6.11% of its market capitalization, indicating a high level of financing activity compared to the past year [1]. Group 2 - As of March 31, the number of shareholders for Hongwei Technology reached 10,300, an increase of 4.72% from the previous period, while the average circulating shares per person decreased by 4.51% to 20,696 shares [2]. - For the first quarter of 2025, Hongwei Technology reported a revenue of 297 million yuan, representing a year-on-year growth of 20.70%. The net profit attributable to shareholders was 1.08 million yuan, showing a significant increase of 163.14% compared to the previous year [2]. Group 3 - Since its A-share listing, Hongwei Technology has distributed a total of 42.49 million yuan in dividends, with 22.50 million yuan distributed over the past three years [3].

Group 1 - The core point of the article highlights the trading activity of Hongwei Technology, which saw a closing price increase of 1.12% to 28.83 yuan on August 25 [1] - A significant block trade occurred, with a total volume of 660,000 shares and a transaction amount of 15.081 million yuan, at a price of 22.85 yuan per share, reflecting a premium rate of -20.74% [1] - The buyer was Guotai Junan Securities Co., Ltd., while the seller was Shenwan Hongyuan Securities Co., Ltd. [1] Group 2 - Over the past three months, Hongwei Technology has recorded two block trades with a cumulative transaction amount of 31.3826 million yuan [1] - In the last five trading days, the stock has experienced a decline of 2.40%, with a total net outflow of 66.1426 million yuan in principal funds [1]

Group 1 - On August 25, Hongwei Technology executed a block trade of 660,000 shares, with a transaction value of 15.081 million yuan, accounting for 3.88% of the total trading volume for the day [1] - The transaction price was 22.85 yuan, which represents a discount of 20.74% compared to the market closing price of 28.83 yuan [1]

Core Viewpoint - The stock of Jiangsu Hongwei Technology Co., Ltd. has shown significant price movements and trading activity, indicating investor interest and potential growth in the semiconductor sector [1][2]. Group 1: Stock Performance - As of August 22, Hongwei Technology's stock price increased by 2.03%, reaching 28.68 CNY per share, with a total market capitalization of 6.11 billion CNY [1]. - The stock has risen by 65.97% year-to-date, with a 0.42% decline over the last five trading days, a 27.30% increase over the last 20 days, and a 71.22% increase over the last 60 days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with a net buy of 8.60 million CNY on August 6 [1]. Group 2: Financial Performance - For the first quarter of 2025, Hongwei Technology reported revenue of 297 million CNY, reflecting a year-on-year growth of 20.70% [2]. - The company has distributed a total of 42.49 million CNY in dividends since its A-share listing, with 22.50 million CNY distributed over the past three years [2]. Group 3: Company Overview - Hongwei Technology, established on August 18, 2006, is located in Changzhou, Jiangsu Province, and was listed on September 1, 2021 [1]. - The company's main business focuses on power semiconductor chips, including IGBT and FRED [1]. - Hongwei Technology is classified under the semiconductor industry, specifically in the electronic sector, and is associated with concepts such as specialized innovation, small-cap stocks, robotics, share buybacks, and third-generation semiconductors [1].

宏微科技8月21日大宗交易平台出现一笔成交，成交量71.00万股，成交金额1630.16万元，大宗交易成交 价为22.96元，相对今日收盘价折价18.32%。该笔交易的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。 （文章来源：证券时报网） 证券时报·数据宝统计显示，宏微科技今日收盘价为28.11元，下跌2.02%，日换手率为6.59%，成交额为 4.08亿元，全天主力资金净流入1221.22万元，近5日该股累计上涨3.42%，近5日资金合计净流出4038.38 万元。 两融数据显示，该股最新融资余额为3.78亿元，近5日增加3677.41万元，增幅为10.79%。（数据宝） 8月21日宏微科技大宗交易一览 | 成交量 （万 | 成交金额 | 成交价 | 相对当日收盘 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | （万元） | 格 | 折溢价（%） | | | | 股） | | （元） | | | | | 71.00 | 1630.16 | 22.96 | -18 ...

Core Insights - On August 21, Hongwei Technology executed a block trade of 710,000 shares, amounting to 16.3016 million yuan, which represented 3.85% of the total trading volume for that day [1] - The transaction price was 22.96 yuan, reflecting an 18.32% discount compared to the market closing price of 28.11 yuan [1] Summary by Category Trading Activity - The block trade involved 710,000 shares of Hongwei Technology, with a total transaction value of 16.3016 million yuan [1] - The trade accounted for 3.85% of the total trading volume on that day [1] Pricing Information - The executed price of the shares was 22.96 yuan, which is significantly lower than the market closing price of 28.11 yuan [1] - This represents an 18.32% discount from the market closing price [1]