Core Viewpoint - The article highlights the significant increase in IPO applications on the Sci-Tech Innovation Board, with 48 companies accepted in 2025 compared to only 6 in 2024, particularly emphasizing the semiconductor sector with 20 companies [1]. Group 1: Company Summaries - Angrui Micro, based in Beijing, focuses on RF and analog integrated circuit design and has successfully completed its IPO process, emphasizing domestic substitution in RF and analog chips [1]. - Shanghai Super Silicon specializes in the R&D and production of 300mm and 200mm semiconductor silicon wafers, which are critical substrates for chip manufacturing [1]. - Hengyun Chang, located in Shenzhen, develops plasma RF power systems and devices, essential for advanced chip manufacturing processes [1]. - Chipmi Technology, based in Shanghai, focuses on semiconductor-grade perfluoroether rubber materials, crucial for sealing in semiconductor production [1]. - Zhaoxin Integrated, also in Shanghai, develops high-end general-purpose processors and supporting chips, aiding in domestic chip substitution [2]. - Shanghai Superconductor specializes in high-temperature superconducting materials, enhancing semiconductor device performance [2]. - Youxun Co., based in Xiamen, is a leader in optical communication front-end transceiver chips, recognized as a national champion in manufacturing [2]. - Yadian Technology, located in Jiangsu, develops wet cleaning equipment for silicon-based and compound semiconductors, vital for chip manufacturing precision [3]. - Moer Thread, based in Beijing, focuses on GPU and related products, aligning with high-end industry development needs [3]. - Muxi Co., located in Shanghai, specializes in full-stack GPU products, supporting AI training and general computing [3]. - Qinheng Micro, based in Nanjing, develops interface chips and interconnect MCUs, essential for embedded systems [4]. - Youyan Composite Materials, located in Beijing, produces special non-ferrous metal alloy products for semiconductor packaging [4]. - Lianxun Instruments, based in Suzhou, develops electronic measurement instruments and semiconductor testing equipment [4]. - Lepu Technology, based in Chengdu, focuses on high-end semiconductor equipment, crucial for chip manufacturing [4]. - Zhongke Kehua, located in Jiangsu, specializes in semiconductor packaging materials, impacting chip packaging quality [5]. - Pinzhun Laser, based in Shanghai, develops precision lasers for semiconductor production processes [5]. - Changxin Technology, located in Anhui, focuses on DRAM products, contributing to domestic storage chip production [5]. - Ruishi Chuangxin, based in Chongqing, develops RF front-end chips and modules for various applications [5]. - Taosheng Technology, based in Shanghai, specializes in semiconductor testing interfaces, crucial for product quality assurance [6]. - Zhongtu Technology, located in Dongguan, develops GaN substrates, essential for high-end chips and new energy applications [6]. Group 2: Market Trends and Characteristics - The 20 companies show a significant regional concentration in Shanghai, Jiangsu, Beijing, and Guangdong, indicating a well-developed semiconductor industry ecosystem in these areas [12]. - The companies cover a comprehensive industry chain, including upstream materials, midstream chip design, and downstream testing and packaging, aligning with collaborative industry development trends [12]. - There is a notable profit disparity among the companies, with many in the high R&D investment sectors like chip design operating at a loss, while those in testing and materials are achieving profitability [12].

证券日报网讯 2月2日，优迅股份发布公告称，公司于2026年1月23日召开了第一届董事会第十六次会 议，审议通过了《关于使用部分暂时闲置募集资金进行现金管理的议案》，同意公司及公司子公司使用 额度不超过人民币7.00亿元（含本数）的暂时闲置募集资金进行现金管理，用于购买安全性高、流动性 好、满足保本需求的理财产品或存款类产品。因募集资金现金管理的需要，公司近日在中信证券股份有 限公司厦门鹭江道证券营业部和中国建设银行股份有限公司厦门科技支行开立了募集资金现金管理专用 结算账户。 （文章来源：证券日报） ...

证券代码：688807 证券简称：优迅股份 公告编号：2026-004 厦门优迅芯片股份有限公司 关于开立募集资金现金管理专用结算账户的公告 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。 厦门优迅芯片股份有限公司（以下简称"公司"）于2026年01月23日召开了 第一届董事会第十六次会议，审议通过了《关于使用部分暂时闲置募集资金进 行现金管理的议案》，同意公司及公司子公司使用额度不超过人民币7.00亿元 （含本数）的暂时闲置募集资金进行现金管理，用于购买安全性高、流动性好、 满足保本需求的理财产品或存款类产品。具体内容详见公司于2026年01月27日 在上海证券交易所网站（www.sse.com.cn）上披露的《厦门优迅芯片股份有限 公司关于使用部分暂时闲置募集资金进行现金管理的公告》（公告编号：2026- 002）。 一、开立募集资金现金管理专用结算账户情况 因募集资金现金管理的需要，公司近日在中信证券股份有限公司厦门鹭江 道证券营业部和中国建设银行股份有限公司厦门科技支行开立了募集资金现金 管理专用结算账户，具体信息 ...

优迅股份公告称，公司此前已审议通过使用不超7.00亿元暂时闲置募集资金进行现金管理的议案。近 日，公司在中信证券厦门鹭江道证券营业部和建行厦门科技支行开立募集资金现金管理专用结算账户， 账号分别为7300007888、35150298870100688807。公司将在产品到期且无后续购买计划时注销账户，还 制定了风险控制措施。此次现金管理有助于提高资金使用效率、增加收益，不影响公司正常运营。 ...

| 600315 | 上海家化 | 华泰证券 | 深入 | 33.34 | 59.37 | | --- | --- | --- | --- | --- | --- | | 601390 | 中国中铁 | 国泰海通证券 | 增持 | 9.07 | 59.12 | | 688319 | 欧林生物 | 中信建投证券 | 深入 | 37.48 | 55.58 | | 002497 | 雅化集团 | 东吴证券 | 派 | 38.00 | 53.85 | | 603688 | 石英股份 | 中信证券 | 买人 | 61.00 | 53.38 | | ୧୫୫୧୮୪ | 海目屋 | 国泰海通证券 | 増持 | 88.22 | 52.63 | | 603185 | 弘元绿能 | 国投证券 | 深入 | 42.00 | 51.08 | | 003010 | 若羽臣 | 华泰证券 | 増持 | 56.64 | 49.84 | | 600436 | 片仔癢 | 中国国际金融 | 跑赢行业 | 240.00 | 49.63 | | | | 日期: 01月26日至02月01日, 南财投研通×21快讯制图 | | | | | | | 20 ...

证券研究报告 | 首次覆盖报告 gszqdatemark 2026 01 30 年 月 日 股价走势 作者 -20% -14% -8% -2% 4% 10% 2025-12 2026-01 2026-01 2026-01 优迅股份 沪深300 优迅股份（688807.SH） 深耕光通信电芯片，高速产品蓝图徐徐展开 深耕光通信电芯片领域二十余载，技术积累驱动公司进入稳健成长通道。优 迅股份自 2003 年成立以来持续聚焦光通信前端电芯片研发设计，围绕光通 信系统关键环节不断推进产品迭代与产业化落地，逐步构建起覆盖光通信收 发合一芯片、跨阻放大器芯片（TIA）、限幅放大器芯片（LA）及激光驱动器 芯片（LDD）在内的完整产品体系。公司主营业务高度集中于光通信电芯片 核心领域，从 2022 年的 3.39 亿元增长至 2024 年的 4.11 亿元，其中光通信 收发合一芯片长期贡献 80%以上收入，主业基本盘稳固；2025 年前三季度 归母净利润同比增长 17.11%至 0.73 亿元。 高速率升级与算力建设共振，光通信电芯片行业需求持续抬升。在 AI 智算 中心建设、云计算扩张及终端应用升级推动下，光通信电芯片在 ...

证券研究报告 | 首次覆盖报告 gszqdatemark 2026 01 30 年 月 日 优迅股份（688807.SH） 深耕光通信电芯片，高速产品蓝图徐徐展开 深耕光通信电芯片领域二十余载，技术积累驱动公司进入稳健成长通道。优 迅股份自 2003 年成立以来持续聚焦光通信前端电芯片研发设计，围绕光通 信系统关键环节不断推进产品迭代与产业化落地，逐步构建起覆盖光通信收 发合一芯片、跨阻放大器芯片（TIA）、限幅放大器芯片（LA）及激光驱动器 芯片（LDD）在内的完整产品体系。公司主营业务高度集中于光通信电芯片 核心领域，从 2022 年的 3.39 亿元增长至 2024 年的 4.11 亿元，其中光通信 收发合一芯片长期贡献 80%以上收入，主业基本盘稳固；2025 年前三季度 归母净利润同比增长 17.11%至 0.73 亿元。 高速率升级与算力建设共振，光通信电芯片行业需求持续抬升。在 AI 智算 中心建设、云计算扩张及终端应用升级推动下，光通信电芯片在多类应用场 景中的需求同步提升；光通信系统正由低速率向高速及超高速方向演进，形 成多层级速率体系，推动上游核心电芯片需求同步扩容。行业结构上，低速 率产 ...

Group 1 - The company plans to use part of its idle raised funds for cash management, with a maximum amount not exceeding RMB 70 million [2][6][10] - The cash management will involve purchasing low-risk, liquid principal-protected products such as time deposits and structured deposits, allowing for redemption based on project funding needs [2][10][11] - The company has completed the necessary approval procedures for this cash management initiative, which was approved by the board of directors on January 23, 2026, and does not require shareholder approval [2][15][21] Group 2 - The company has raised a total of RMB 103.32 million from its initial public offering, with a net amount of RMB 92.77 million after deducting issuance costs [6][27] - The company has identified several investment projects for the raised funds, including the development of next-generation access network chips and automotive chips, with total estimated investments of RMB 46.78 million and RMB 16.91 million respectively [4][5] - The company has excess raised funds amounting to RMB 11.86 million, which will be managed alongside the main investment projects [9][27] Group 3 - The company has added new wholly-owned subsidiaries as implementation entities for its investment projects, including Wuhan Chip Intelligence Technology Co., Ltd. and Shanghai Youxin Chip Technology Co., Ltd. [24][25][28] - The implementation locations for the projects have been adjusted to include multiple cities, enhancing resource allocation and project efficiency [24][31] - The adjustments made to the project implementation entities and locations will not adversely affect the company's normal operations or the intended use of the raised funds [31][32]

证券日报网讯 1月26日，优迅股份发布公告称，公司计划使用不超过70000万元闲置募集资金进行现金 管理，投资协定存款、结构性存款等保本型产品，期限12个月并可循环滚动，所得收益归公司所有，董 事会已授权总经理具体实施，无需提交股东会审议。 （文章来源：证券日报） ...

南财智讯1月26日电，优迅股份公告，2026年1月23日公司第一届董事会第十六次会议审议通过《关于使 用部分闲置募集资金进行现金管理的议案》，同意公司及实施募投项目的子公司拟使用最高额不超过人 民币7.00亿元（含本数）的暂时闲置募集资金进行现金管理；投资方向为购买安全性高、流动性好的保 本型产品，包括但不限于协定存款、七天通知存款、定期存款、结构性存款、大额存单及收益凭证等； 使用期限自董事会审议通过之日起12个月内有效，资金在额度范围内可滚动使用；不会影响募集资金投 资项目进度和公司正常生产经营。 ...