Group 1 - The company, Aiwei Electronics (688798.SH), has completed its fundraising investment projects, including the "Smart Audio Chip R&D and Industrialization Project," "5G RF Device R&D and Industrialization Project," and "Motor Driver Chip R&D and Industrialization Project," which have reached the predetermined usable status [1] - The company has agreed to conclude the aforementioned projects and allocate the remaining raised funds to the "High-Performance Analog Chip R&D and Industrialization Project" [1] - Additionally, the company has decided to postpone the "High-Performance Analog Chip R&D and Industrialization Project" [1]

格隆汇8月13日丨艾为电子(688798.SH)公布半年度报告，2025年上半年公司实现营业收入136,955.81万 元，较上年同期下降13.4%；实现归属于母公司所有者的净利润15,652.16万元，较上年同期上升 71.09%；实现归属于母公司所有者的扣除非经常性损益的净利润12,283.24万元，较上年同期上升 81.88%；研发费用投入26,299.68万元，较上年同期上升4.00%，研发投入总额占营业收入比例为 19.20%，较上年同期上升3.21个百分点。毛利率36.12%，较上年同期上升8.03个百分点，其中，第二季 度毛利率37.04%，较上年同期上升8.13个百分点，环比上升1.98个百分点。 ...

Core Viewpoint - Aiwai Electronics (688798) reported a decline in revenue for the first half of 2025, but a significant increase in net profit, indicating a shift in profitability despite lower sales [1] Financial Performance - The company's revenue for the first half of 2025 was 1.37 billion yuan, representing a year-on-year decrease of 13.4% [1] - The net profit attributable to shareholders was 157 million yuan, showing a year-on-year increase of 71.09% [1] Operational Highlights - The increase in net profit was attributed to the continuous launch of new products and ongoing expansion in the industrial internet and automotive sectors [1] - The company's overall gross margin improved by 8.03 percentage points compared to the same period last year, leading to an increase in gross profit [1]

Group 1 - The company reported a revenue of 1.37 billion yuan for the first half of the year, representing a year-on-year decrease of 13.40% [1] - The net profit attributable to shareholders was 157 million yuan, an increase of 71.09% compared to the same period last year, which was 91.49 million yuan [1] - The basic earnings per share stood at 0.67 yuan per share [1]

Group 1 - The company's operating revenue for the first half of 2025 is 1.37 billion yuan, representing a year-on-year decrease of 13.40% [1] - The net profit for the same period is 157 million yuan, showing a year-on-year increase of 71.09% [1]

智通财经APP获悉，华安证券发布研报称，德州仪器将在8月启动新一波涨价，幅度超过6月，若特定料 号TI涨价幅度较大，且国产模拟芯片厂商愿意维持价格(不跟进TI涨价)或进一步降价，则在一段时间验 证后的新品量产中也可进行国产替代，TI目前涨价将使得公司保障其现有财务表现但牺牲产品份额。该 行认为国产模拟芯片厂商将有更多机会实现在工业和汽车应用领域，以及高端消费领域的国产替代。 模拟芯片领域相关公司包括：思瑞浦(688536.SH)、杰华特(688141.SH)、圣邦股份(300661.SZ)、纳芯微 (688052.SH)、艾为电子(688798.SH)、希荻微(688173.SH)、必易微(688045.SH)、南芯科技(688484.SH) 等。 华安证券主要观点如下： 德州仪器料号涨价，幅度或将超过6月 根据国际电子商情综合报道，TI将在8月启动新一波涨价，幅度超过6月，重点涉及工控类、车载类、以 及算力相关芯片产品，覆盖LDO(低压差线性稳压器)、DC-DC(直流-直流转换器)、数字隔离、隔离驱动 等品类。而且调价范围不仅涉及终端客户，还覆盖了除超级大客户外的几乎所有客户群体，且价格上调 将通过代理商传 ...

Core Points - The company has approved the temporary use of idle raised funds amounting to RMB 60 million for supplementing working capital, which is intended for business expansion and daily operations related to its main business [1] - The company has successfully utilized the entire RMB 60 million within the stipulated timeframe without affecting the normal progress of investment projects, and the fund utilization has been reported as satisfactory [2] - As of August 8, 2025, the company has fully returned the RMB 60 million used for temporary working capital to the designated fund account and has notified the sponsor institution and representative [2] Summary by Sections - **Announcement of Fund Usage**: The company convened meetings on August 16, 2024, to approve the temporary use of idle funds for working capital, with a usage period not exceeding 12 months [1] - **Fund Utilization Report**: The company confirmed the effective use of the funds and reported that the return of the funds was completed by August 8, 2025 [2] - **Official Notification**: The announcement regarding the fund return was officially made by the company's board on August 9, 2025 [4]

（文章来源：证券日报） 证券日报网讯 8月8日晚间，艾为电子发布公告称，公司于2024年8月16日分别召开了第四届董事会第五 次会议和第四届监事会第四次会议，审议通过了《关于公司继续使用部分闲置募集资金暂时补充流动资 金的议案》，同意公司使用不超过人民币60，000万元（含本数）的闲置募集资金暂时补充流动资金， 仅用于公司的业务拓展、日常经营等与主营业务相关的生产经营，使用期限自公司董事会审议通过之日 起不超过12个月。截至2025年8月8日，公司已将用于临时补充流动资金的闲置募集资金60，000万元全 部归还至募集资金专户，并将归还情况通知了保荐机构和保荐代表人。 ...

通过天眼查大数据分析，上海艾为电子技术股份有限公司共对外投资了13家企业，参与招投标项目7 次，知识产权方面有商标信息171条，专利信息1187条，此外企业还拥有行政许可10个。 艾为电子最新一期业绩显示，截至2025一季报，公司营业总收入6.40亿元、同比减少17.50%，归属净利 润6407.27万元，同比增长78.86%，扣非净利润4522.23万元，同比增长89.84%，流动比率3.131、速动比 率2.564、资产负债率24.01%。 天眼查商业履历信息显示，上海艾为电子技术股份有限公司，成立于2008年，位于上海市，是一家以从 事软件和信息技术服务业为主的企业。企业注册资本23266.9339万人民币，实缴资本1881.2万人民币。 公司法定代表人为孙洪军。 金融界消息 截至2025年8月8日收盘，艾为电子（688798）报收于72.6元，下跌1.4%，换手率1.31%，成 交量1.77万手，成交金额1.29亿元。 资金流向方面，今日主力资金净流出1418.08万元，占比成交额10.97%。其中，超大单净流出930.99万 元、占成交额7.2%，大单净流出487.09万元、占成交额3.77%，中单 ...

Core Viewpoint - Aiwai Electronics plans to issue convertible bonds to raise up to 1.901 billion yuan for global R&D, contrasting sharply with its current strong financial position [1] Financial Status - As of the end of Q1 2025, the company has a cash balance of 1.072 billion yuan and a relatively small debt load, with short-term borrowings of 370 million yuan and long-term borrowings of 139 million yuan [1] - The net cash position is approximately 2 billion yuan, exceeding the planned 1.9 billion yuan from the convertible bond issuance [1] Cash Flow and Profitability - The net cash flow from operating activities decreased by 48.31% year-on-year in Q1 2025, despite a significant net profit increase of 78.86% [1] - Since its IPO in August 2021, Aiwai Electronics has raised 3.2 billion yuan but has generated limited net profit in the nearly four years since [1] Project Execution and Risks - The company announced adjustments and delays to some fundraising project sub-items on the same day it released the convertible bond proposal [1] - The planned projects for the raised funds focus on AI, automotive electronics, and industrial control, but face various risks, particularly the global R&D center project with a total investment of 1.485 billion yuan [1]