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。 ...

Core Viewpoint - The report highlights significant target price increases for several listed companies from January 26 to February 1, with notable mentions including Baili Tianheng, Zexing Pharmaceutical, and Great Wall Motors, indicating strong bullish sentiment in the market for these stocks [1][2]. Target Price Increases - Baili Tianheng (688506) has a target price increase of 375.97%, with a highest target price set at 1322.00 yuan [2]. - Zexing Pharmaceutical (688266) shows a target price increase of 88.56%, with a highest target price of 166.16 yuan [2]. - Great Wall Motors (601633) has a target price increase of 83.66%, with a highest target price of 38.00 yuan [2]. - Other companies with notable target price increases include Industrial Fulian (601138) at 73.31% and CATL (300750) at 71.71% [2][3]. Broker Recommendations - A total of 265 listed companies received broker recommendations during the period, with Qingdao Bank receiving the highest number of recommendations at 8 [3][4]. - Other companies with multiple recommendations include Xian Dao Intelligent and Wancheng Group, each receiving 5 recommendations [3][4]. Rating Adjustments - Eight companies had their ratings upgraded, including Shanghai Jahwa (600315) from "Hold" to "Buy" and ZTE Corporation (000063) from "Cautious Buy" to "Buy" [5][6]. - Two companies had their ratings downgraded, including Jincheng Shares (603396) from "Buy" to "Hold" and Huasheng Group (603018) from "Buy" to "Hold" [6]. First-Time Coverage - During the same period, 75 instances of first-time coverage were reported, with notable ratings including Shaanxi Tourism (603402) receiving a "Outperform Industry" rating and Bichu Electronics (688188) receiving a "Buy" rating [7].

Investment Rating - The report assigns a "Buy" rating for the company, marking the first coverage of the stock [5]. Core Insights - The company has established a solid competitive position in the optical communication chip market and possesses the capability to evolve towards higher speed and integration levels [3]. - The demand for optical communication chips is expected to continue rising due to the expansion of AI computing centers, cloud computing, and upgrades in terminal applications [2]. - The company has a comprehensive product matrix covering various application scenarios, including data centers and 5G wireless networks, and is actively developing high-end products for future growth [19][20]. Summary by Sections 1. Company Overview - The company has been focused on optical communication chip research and development for over 20 years, gradually building a complete product system that includes transceiver chips, transimpedance amplifier chips, limiting amplifier chips, and laser driver chips [1]. - Revenue from the optical communication transceiver chips has consistently contributed over 80% of total income, indicating a stable core business [1]. 2. Market Demand and Growth Potential - The optical communication chip industry is experiencing structural upgrades, with increasing demand for high-speed products driven by advancements in technology [2]. - The company has achieved a leading market share in the 10Gbps and below segment, ranking first in China and second globally, while also expanding into the 25G and 100G product lines [2][3]. 3. Financial Performance and Projections - The company’s revenue is projected to grow from 3.13 billion yuan in 2023 to 4.11 billion yuan in 2024, with a forecasted revenue of 5.0 billion yuan in 2025, reflecting a year-on-year growth rate of 22.5% [10][27]. - The net profit attributable to the parent company is expected to increase from 0.72 billion yuan in 2023 to 0.94 billion yuan in 2025, with a growth rate of 21.2% [10][27]. 4. Investment Strategy and Future Outlook - The company plans to utilize raised funds for projects focused on next-generation access network chips, automotive chips, and high-speed optical communication chips, with a total investment of 8.09 billion yuan [26]. - The company is well-positioned to benefit from the growing demand for optical modules and the rapid expansion into high-end chip markets, reinforcing its long-term growth potential [4][9].

Investment Rating - The report assigns a "Buy" rating for the company, marking its first coverage [5]. Core Insights - The company has established a solid competitive position in the optical communication chip market and possesses the capability to evolve towards higher speed and integration levels [3]. - The demand for optical communication chips is expected to continue rising due to the expansion of AI computing centers, cloud computing, and upgrades in terminal applications [2]. - The company has a comprehensive product matrix covering various application scenarios, including telecommunications, data centers, and emerging fields like automotive communication [19][20]. Summary by Sections Section 1: Deepening Optical Communication Chip Technology - The company has been focused on optical communication chip research and development for over 20 years, establishing a strong industry position [15]. - The development history of the company can be divided into three phases: initial establishment and technology accumulation, technology system upgrades and product line expansion, and capital-driven business expansion [15][16][17]. - The company has achieved significant milestones, including the mass production of 10G optical transceiver chips and the introduction of 25G and 100G products for data centers and 5G applications [16][17]. Section 2: Structural Upgrade in Optical Communication Chips - The optical communication chip industry is experiencing a structural upgrade, with increasing demand for high-speed products [2]. - The company has a leading market share in the 10Gbps and below segment, and it ranks first in China and second globally in this category [2]. - The company is actively developing high-end products, including 50G PON and 400G/800G chips, to meet the growing demand in high-speed data centers and backbone networks [3][9]. Section 3: Profit Forecast and Investment Recommendations - The company is projected to achieve revenues of 5.0 billion, 6.0 billion, and 6.8 billion yuan in 2025, 2026, and 2027, respectively, with year-on-year growth rates of 22.5%, 19.2%, and 14.2% [9]. - The net profit attributable to the parent company is expected to reach 0.94 billion, 1.14 billion, and 1.31 billion yuan in the same years, with growth rates of 21.2%, 20.7%, and 15.4% [9]. - The current stock price corresponds to a P/E ratio of 173, 143, and 124 for 2025, 2026, and 2027, respectively, indicating a favorable outlook for the company as a leading chip supplier [9].

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]

Core Viewpoint - The company plans to utilize up to 700 million yuan of idle raised funds for cash management, investing in principal-protected products such as time deposits and structured deposits with a 12-month term and the ability to roll over, with the returns belonging to the company [2] Group 1 - The company announced the investment of idle funds not exceeding 700 million yuan [2] - The investment will be directed towards principal-protected products, including time deposits and structured deposits [2] - The investment term is set for 12 months and can be rolled over [2]

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。 ...

中信证券股份有限公司关于厦门优迅芯片股份有限公司 增加募集资金投资项目实施主体及实施地点的核查意见 中信证券股份有限公司（以下简称"中信证券""保荐人"）作为厦门优迅 芯片股份有限公司（以下简称"优迅股份""公司"）首次公开发行股票并上市 的保荐人。根据《上海证券交易所科创板股票上市规则》《证券发行上市保荐业 务管理办法》《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运 作》等相关规定履行持续督导职责，对优迅股份本次增加募集资金投资项目实施 主体及实施地点事项进行了审慎核查，核查情况及核查意见如下： 一、募集资金的基本情况 根据中国证券监督管理委员会出具的《关于同意厦门优迅芯片股份有限公司 首次公开发行股票注册的批复》（证监许可[2025]2397 号），并经上海证券交易所 同意，公司首次公开发行人民币普通股（A 股）（以下简称"本次发行"）2,000 万股，发行价格 51.66 元/股，募集资金总额为人民币 103,320.00 万元，扣除发行 费用（不含增值税）后，募集资金净额为人民币 92,768.83 万元。以上募集资金 已经容诚会计师事务所（特殊普通合伙）于 2025 年 12 月 1 ...

中信证券股份有限公司关于厦门优迅芯片股份有限公司 使用部分闲置募集资金进行现金管理的核查意见 中信证券股份有限公司（以下简称"中信证券""保荐人"）作为厦门优迅 芯片股份有限公司（以下简称"优迅股份""公司"）首次公开发行股票并上市 的保荐人。根据《上海证券交易所科创板股票上市规则》《证券发行上市保荐业 务管理办法》《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运 作》等相关规定履行持续督导职责，对优迅股份本次拟使用部分闲置募集资金进 行现金管理事项进行了审慎核查，核查情况及核查意见如下： 一、募集资金使用计划 公司本次公开发行股票募集资金，具体投资项目情况如下： | 序 号 | 项目名称 | 项目 总投资 | 拟投入募集 资金 | | --- | --- | --- | --- | | 1 | 下一代接入网及高速数据中心电芯片开发及产业化项 | 46,780.65 | 46,780.65 | | | 目 | | | | 2 | 车载电芯片研发及产业化项目 | 16,908.47 | 16,908.47 | | 3 | 800G 及以上光通信电芯片与硅光组件研发项目 | 17,217.38 | ...