Group 1 - The company Tongfu Microelectronics (SZ 002156) announced its eighth board meeting held on August 27, 2025, via telecommunication to review the 2025 semi-annual report and summary [1] - For the year 2024, the revenue composition of Tongfu Microelectronics is as follows: integrated circuit packaging and testing accounts for 95.97%, while sales of molds and materials account for 4.03% [1] - As of the report date, the market capitalization of Tongfu Microelectronics is 45.6 billion yuan [1]

通富微电子股份有限公司 2025 年 1-6 月募集资金存放与实际使用情况的专项报告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记载、误导性陈述或重 大遗漏。 证券代码：002156 证券简称：通富微电 公告编号：2025-041 （二）以前年度已使用金额、本年度使用金额及当前余额 一、募集资金基本情况 （一）实际募集资金金额、资金到位时间 经中国证券监督管理委员会证监许可〔2022〕261号核准，并经深圳证券交易所同意，本公司由主 承销商海通证券股份有限公司采用向特定投资者非公开发行股票方式发行人民币普通股（A股） 184,199,721股，每股发行价格为14.62元，应募集资金总额为人民币269,299.99万元，扣除承销费和保 荐费1,367.32万元（含增值税）后的募集资金为人民币267,932.67万元，已由主承销商海通证券股份 有限公司于2022年10月21日分别汇入本公司在招商银行南通分行营业部开立的512902062410666号账 户内131,000.00万元，在中国建设银行股份有限公司南通崇川支行开立的 32050164273600003056号 账户内136,93 ...

| 非经营性资金占用 | 资金占用方名称 | 占用方与 上市公司 | 上市公司 核算的会 | 2025 年期 初占用资金 | 2025 年 1-6 月占 用累计发生金额 | 2025 年 1-6 月占用资金 | 2025 年 1-6 月偿 | 2025 年 6 月 末占用资金 | 占用形成 | 占用性质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 的关联关 | 计科目 | 余额 | （不含利息） | 的利息(如 | 还累计发 | 余额 | 原因 | | | | | 系 | | | | 有) | 生金额 | | | | | 控股股东、实际控制 | | | | | | | | | | | | 人及其附属企业 | | | | | | | | | | | | 小计 | | | | | | | | | | | | 前控股股东、实际控 | | | | | | | | | | | | 制人及其附属企业 | | | | | | | | | | | | 小计 | | | | | | | | | | | | 其他关联方及附 ...

通富微电子股份有限公司 2025 年半年度财务报告 通富微电子股份有限公司 2025 年半年度财务报告 2025 年 8 月 1 通富微电子股份有限公司 2025 年半年度财务报告 财务报告 一、审计报告 半年度报告是否经过审计 □是 否 公司半年度财务报告未经审计。 二、财务报表 财务附注中报表的单位为：元 1、合并资产负债表 编制单位：通富微电子股份有限公司 2025 年 06 月 30 日 单位：元 | 项目 | 期末余额 | 期初余额 | | --- | --- | --- | | 流动资产： | | | | 货币资金 | 4,512,725,090.31 | 4,231,650,098.29 | | 结算备付金 | | | | 拆出资金 | | | | 交易性金融资产 | | | | 衍生金融资产 | | | | 应收票据 | 138,117,736.23 | 158,267,179.48 | | 应收账款 | 5,741,839,044.09 | 5,594,194,354.04 | | 应收款项融资 | 74,079,269.45 | 101,913,257.35 | | 预付款项 | 78,5 ...

Core Insights - Tongfu Microelectronics (002156) reported a revenue of 13.038 billion yuan for the first half of 2025, representing a year-on-year growth of 17.67% [1] - The company's net profit attributable to shareholders reached 412 million yuan, with a year-on-year increase of 27.72% [1] - Basic earnings per share stood at 0.2715 yuan [1] Business Performance - The growth in revenue and profit is attributed to the accelerated localization of mobile and automotive chips, as well as favorable national policies for home appliances [1] - The company has successfully increased its market share across various application fields, including mobile phones, home appliances, and automotive sectors [1] - Tongfu Microelectronics has established strategic partnerships with several key clients in hot consumer electronics areas such as WiFi, Bluetooth, and MiniLED TV display drivers [1] Strategic Initiatives - The company is strengthening its collaboration with mobile terminal System on Chip (SoC) clients, leading to a continuous increase in market share [1] - Leveraging its technological advantages in industrial control and automotive sectors, the company is accelerating its global expansion efforts [1] - Overall market share is being enhanced through these strategic initiatives [1]

二、监事会会议审议情况 1、审议通过了《公司 2025 年半年度报告及摘要》 证券代码：002156 证券简称：通富微电 公告编号：2025-038 通富微电子股份有限公司 第八届监事会第九次会议决议公告 本公司及监事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、监事会会议召开情况 通富微电子股份有限公司（以下简称"公司"）第八届监事会第九次会议， 于 2025 年 8 月 15 日以邮件等方式发出会议通知，各位监事已知悉与所议事项相 关的必要信息。公司第八届监事会第九次会议于 2025 年 8 月 27 日以通讯表决方 式召开。公司全体 3 名监事均行使了表决权，会议实际有效表决票 3 票。会议召 开符合有关法律、行政法规、部门规章、规范性文件和公司章程的规定。 经审核，监事会认为董事会编制和审核公司 2025 年半年度报告的程序符合 法律、行政法规和中国证监会的规定，报告内容真实、准确、完整地反映了公司 的实际情况，不存在任何虚假记载、误导性陈述或者重大遗漏。具体内容详见巨 潮资讯网（http://www.cninfo.com.cn）披露的《2025 年半年度报 ...

证券代码：002156 证券简称：通富微电 公告编号：2025-037 本议案已经第八届董事会审计委员会第九次会议审议通过，并提交董事会审 议。 具体内容详见巨潮资讯网（http://www.cninfo.com.cn）披露的《2025 年 半年度报告》《2025 年半年度报告摘要》。 表决结果：8 票同意；0 票反对；0 票弃权。 2、审议通过了《公司 2025 年 1-6 月募集资金存放与实际使用情况的专项 报告》 通富微电子股份有限公司 第八届董事会第十三次会议决议公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 通富微电子股份有限公司（以下简称"公司"）第八届董事会第十三次会议， 于 2025 年 8 月 15 日以邮件等方式发出会议通知，各位董事已知悉与所议事项相 关的必要信息，公司第八届董事会第十三次会议于 2025 年 8 月 27 日以通讯表决 方式召开。公司全体 8 名董事均行使了表决权，会议实际有效表决票 8 票。会议 召开符合有关法律、行政法规、部门规章、规范性文件和公司章程的规定。 二、 董事会会议审议情况 ...

Suspension and Resumption of Trading - Chip Origin Co., Ltd. is planning to issue shares and pay cash to acquire equity in Chip Lai Zhi Rong Semiconductor Technology (Shanghai) Co., Ltd., leading to a suspension of its stock [1] - Zhonghuan Hailu's controlling shareholder and actual controller, Mr. Wu Jun San, is planning matters related to the change of company control, which may result in a change of the controlling shareholder and actual controller, leading to a suspension of its stock [1] Share Buybacks - Shengtun Mining plans to repurchase company shares for an amount between 500 million to 600 million yuan [2] - Spring Airlines intends to repurchase shares for an amount between 300 million to 500 million yuan [3] - Zhonglv Electric plans to repurchase shares for an amount between 61.84 million to 92.76 million yuan [4] Investment Cooperation and Operational Status - Zhongding Co., Ltd. plans to build a complete upstream and downstream industrial chain for robots in the Baohe District, increasing investment in related projects, including but not limited to the manufacturing and OEM of robot reducers, sensors, joint assemblies, and robot bodies [5] Performance Changes - Semiconductor Manufacturing International Corporation (SMIC) achieved revenue of 4.456 billion USD in the first half of the year, a year-on-year increase of 22.0%, with wafer foundry business revenue of 4.229 billion USD, a year-on-year increase of 24.6%. The profit attributable to the company's shareholders was 320 million USD, a year-on-year increase of 35.6%. The company's annual target is to exceed the average of comparable peers [6] - Zhongke Shuguang reported a net profit of 729 million yuan in the first half of 2025, a year-on-year increase of 29.39% [7] - CITIC Construction Investment reported a net profit of 4.509 billion yuan in the first half of 2025, a year-on-year increase of 57.77% [8] - Tongfu Microelectronics reported a net profit of 412 million yuan in the first half of 2025, a year-on-year increase of 27.72%, with significant progress in the development of large-size FCBGA [8] - XGIMI Technology reported a net profit of 88.662 million yuan in the first half of 2025, a year-on-year increase of 2062.34% [9] - Zhongwei Company reported a net profit of 706 million yuan in the first half of 2025, a year-on-year increase of 36.62% [10] - SF Holding reported a net profit of 5.738 billion yuan in the first half of 2025, a year-on-year increase of 19.37% [10] - Haier Smart Home reported a net profit of 12 billion yuan in the first half of 2025, a year-on-year increase of 16% [10] - Lio Co., Ltd. reported a net profit of 478 million yuan in the first half of 2025, a year-on-year increase of 164.28% [10] - Guolian Minsheng reported a net profit of 1.127 billion yuan in the first half of 2025, a year-on-year increase of 1185.19% [10] - Xiangcai Co., Ltd. reported a net profit of 142 million yuan in the first half of 2025, a year-on-year increase of 93.12% [10] - CITIC Securities reported a net profit of 13.719 billion yuan in the first half of 2025, a year-on-year increase of 29.80% [10] - Guojin Securities reported a net profit of 1.111 billion yuan in the first half of 2025, a year-on-year increase of 144.19% [10] - Zhongjin Gold reported a net profit of 2.695 billion yuan in the first half of 2025, a year-on-year increase of 54.64% [11] - Keli Sensor reported a net profit of 173 million yuan in the first half of 2025, a year-on-year increase of 47.93% [11]

Group 1 - The company reported a revenue of 13.038 billion yuan for the first half of the year, representing a year-on-year growth of 17.67% [1] - The net profit attributable to shareholders of the listed company was 412 million yuan, showing a year-on-year increase of 27.72% [1] - The basic earnings per share were 0.2715 yuan per share [1]

Core Viewpoint - Tongfu Microelectronics reported a significant increase in net profit and revenue for the first half of 2025, indicating strong operational performance and advancements in product development [1] Financial Performance - The company achieved a revenue of 13.038 billion yuan, representing a year-on-year growth of 17.67% [1] - The net profit attributable to shareholders was 412 million yuan, reflecting a year-on-year increase of 27.72% [1] Product Development - The company made important progress in the development of large-size FCBGA, which has entered the mass production stage [1] - Research and engineering assessment for ultra-large size FCBGA has been completed [1] - The company addressed product warping and heat dissipation issues through optimization of product structure design, material selection, and process improvements [1] Technological Advancements - Breakthroughs were achieved in the field of Chip-on-Package (CPO) technology, with related products passing preliminary reliability tests [1]