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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%
Zheng Quan Zhi Xing· 2025-08-28 16:23
(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。 ...
第三代半导体突破与战略协作升级引领 宏微科技上半年营收稳健增长
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]
宏微科技(688711) - 江苏宏微科技股份有限公司关于2025年度提质增效重回报专项行动方案的半年度评估报告
2025-08-28 09:24
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 ...
宏微科技(688711) - 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
2025-08-28 09:24
| 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" ...
宏微科技(688711) - 江苏宏微科技股份有限公司2025年半年度募集资金存放与实际使用情况的专项报告
2025-08-28 09:24
| 证券代码:688711 | 证券简称:宏微科技 | 公告编号:2025-070 | | --- | --- | --- | | 转债代码:118040 | 债券简称:宏微转债 | | 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 1、首次公开发行募集资金 根据中国证券监督管理委员会《关于同意江苏宏微科技股份有限公司首次公 开发行股票注册的批复》(证监许可〔2021〕2317 号)同意,江苏宏微科技股 份有限公司(以下简称"公司")首次公开发行股票的注册申请。并经上海证券 交易所同意,公司首次向社会公开发行人民币普通股(A 股)股票 24,623,334 股, 本次发行价格为每股人民币 27.51 元,募集资金总额为人民币 677,387,918.34 元, 扣除发行费用人民币(不含增值税)80,583,629.01 元后,实际募集资金净额为人 民币 596,804,289.33 元。2021 年 8 月 27 日,民生证券股份有限公司已将本次发 行全部所得资金扣除承销费用(不含税)及保荐费(不含税)后的余款人民币 616,423,005.69 元汇入本公司账户。 上述募集资金到位情况经天衡会 ...
宏微科技(688711) - 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
2025-08-28 09:24
| 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 ...
宏微科技(688711.SH)上半年净利润297.8万元,同比增长18.45%
Ge Long Hui A P P· 2025-08-28 09:18
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]
宏微科技(688711) - 2025 Q2 - 季度财报
2025-08-28 09:00
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 ...
【最全】2025年功率半导体行业上市公司全方位对比
Sou Hu Cai Jing· 2025-08-27 15:04
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].
宏微科技8月25日获融资买入5086.60万元,融资余额3.76亿元
Xin Lang Cai Jing· 2025-08-26 01:29
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].