| 证券代码：300623 证券简称：捷捷微电 | 公告编号：2024-097 | | --- | --- | | 证券代码：123115 证券简称：捷捷转债 | | 4、停止转股日：2024 年 11 月 28 日 5、赎回登记日：2024 年 11 月 27 日 江苏捷捷微电子股份有限公司 关于提前赎回"捷捷转债"的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、"捷捷转债"赎回价格：100.70 元/张（含当期应计利息，当期年利率为 1.5%，且当期利息含税），扣税后的赎回价格以中国证券登记结算有限责任公 司深圳分公司（以下简称"中国结算"）核准的价格为准。 2、赎回条件满足日：2024 年 11 月 6 日 3、停止交易日：2024 年 11 月 25 日 6、赎回日：2024 年 11 月 28 日 7、发行人资金到账日（到达中国结算账户）：2024 年 12 月 3 日 8、投资者赎回款到账日：2024 年 12 月 5 日 9、赎回类别：全部赎回 10、本次赎回完成后，"捷捷转债"将在深圳证券交易所（以下简称"交易 所"）摘 ...

Group 1 - A new company named JieJie Microelectronics (Chengdu) Technology Co., Ltd. has been established with a registered capital of 10 million RMB [1] - The legal representative of the company is Yan Chengxiang, and its business scope includes integrated circuit design, integrated circuit chip design and services, as well as sales of integrated circuit chips and products [1] - The company is co-owned by Zhang Yourun and JieJie Microelectronics (300623) [1]

Financial Performance - The company achieved a revenue of 2.006 billion CNY in the first three quarters of 2024, representing a year-on-year growth of 40.63% [5] - In Q3 2024, the revenue reached 743 million CNY, an increase of 41.50% compared to the same period last year [5] - The net profit attributable to shareholders for the first three quarters was 333 million CNY, up 133.37% year-on-year [5] - The net profit for Q3 2024 was 118.64 million CNY, a significant increase of 155.31% year-on-year [5] Product Revenue Breakdown - For the first three quarters of 2024, the revenue from thyristors (chips + devices) was 430 million CNY, with a gross margin of 46.10%, accounting for 21.78% of total revenue [5] - The revenue from protective devices (chips + devices) was 651 million CNY, with a gross margin of 36.01%, making up 32.99% of total revenue [5] - The revenue from MOSFETs (chips + devices) was 893 million CNY, with a gross margin of 34.46%, representing 45.23% of total revenue [5] Production Capacity and Projects - The "High-end Power Semiconductor Device Industrialization Project" in Nantong has a monthly production capacity of approximately 100,000 pieces, with an output of around 90,000 pieces [6] - The project is expected to enhance market competitiveness and alleviate capacity constraints in MOSFET production [6] - The "Power Semiconductor 6-inch Wafer and Device Packaging Production Line" has achieved a production capacity of 30,000 pieces per month, with an output of about 25,000 pieces per month [7] Market and Customer Distribution - The company's downstream customer distribution is as follows: Industrial 36%, Consumer 40%, Automotive 20%, and Communication 3% [7] - Future market expansion will focus on automotive electronics, power supply, and industrial sectors [8] Overseas Business Strategy - The company aims for overseas sales to account for approximately 10% of total revenue, with a global marketing center in Singapore [8] Recent Corporate Actions - The company completed the registration of its subsidiary in Chengdu on October 25, 2024, with a registered capital of 10 million CNY [7] - The issuance of shares and cash for asset acquisition was approved by the China Securities Regulatory Commission, with a share price of 15.97 CNY per share [9]

| 证券代码：300623 | 证券简称：捷捷微电 | 公告编号：2024-096 | | --- | --- | --- | | 证券代码：123115 | 证券简称：捷捷转债 | | 江苏捷捷微电子股份有限公司 关于"捷捷转债"预计触发赎回条件的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 重要内容提示： 2、公司于 2023 年 4 月 19 日召开第四届董事会第二十九次会议，审议通过 了《2022 年度利润分配预案》，上述议案后于 2023 年 5 月 10 日经公司 2022 年 年度股东大会审议通过，公司 2022 年度权益分派方案为：以 2022 年度利润分配 方案实施时股权登记日的应分配股数为基数，每 10 股派发现金红利人民币 0.95 元（含税）。调整后的捷捷转债转股价格为：28.78 元/股，调整后的转股价格自 2023 年 7 月 4 日（除权除息日）起生效。 3、公司于 2024 年 3 月 12 日召开了第五届董事会第八次会议、第五届监事 会第六次会议，审议通过了《关于 2020 年限制性股票激励计划首次授予部分第 三 ...

Investment Rating - The report maintains an "Outperform the Market" rating for the company [3][16]. Core Views - The company's gross margin improved significantly in Q3 2024, with a quarter-on-quarter increase of 3.72 percentage points and a year-on-year increase of 7.29 percentage points, reaching 40.14% [1]. - The company achieved a revenue of 743 million yuan in Q3 2024, representing a year-on-year growth of 41.5% and a quarter-on-quarter growth of 0.1% [1]. - The net profit attributable to the parent company for Q3 2024 was 119 million yuan, showing a year-on-year increase of 155.3% [1]. - The company is focusing on enhancing its production capacity and product mix, particularly in the MOSFET segment, which is expected to drive future growth, especially in the automotive sector [1][4]. Summary by Sections Financial Performance - The company reported a revenue of 2.91 billion yuan for 2024E, with a projected growth rate of 38.2% compared to 2023 [2]. - The net profit for 2024E is forecasted to be 465 million yuan, reflecting a significant recovery from a net profit of 219 million yuan in 2023 [2]. - The earnings per share (EPS) is expected to increase from 0.30 yuan in 2023 to 0.63 yuan in 2024E [2]. Product Segments - The company’s main products include thyristors, protective devices, and MOSFETs, with the latter showing accelerated growth due to increased demand in the automotive sector [1][13]. - The revenue from thyristors is projected to be 6.10 billion yuan in 2024E, while protective devices are expected to generate 9.92 billion yuan [13]. - MOSFET revenue is anticipated to reach 12.76 billion yuan in 2024E, driven by rising automotive applications [13]. Strategic Developments - The company has completed the acquisition of a 91.55% stake in its subsidiary, which is expected to positively impact profitability as production capacity ramps up [1]. - A new subsidiary has been established in Chengdu to focus on high-end isolation chip projects, which are anticipated to provide new growth opportunities [1]. - The company is benefiting from improved utilization rates of its 8-inch production lines, which are expected to enhance overall profitability [1][10].

Investment Rating - The report maintains a "Recommended" rating for the company [4]. Core Views - The company has shown continuous growth in its performance, with a 41.50% year-on-year increase in revenue and a 155.31% increase in net profit attributable to shareholders in Q3 2024 [2][4]. - The company is actively expanding its production capacity in the power semiconductor sector, particularly focusing on automotive core components [3][4]. - The establishment of a subsidiary in Chengdu aims to enhance the production of high-end isolation chips, which are expected to see rapid growth due to the dual carbon strategy and new productivity initiatives [3]. Financial Performance Summary - In Q3 2024, the company achieved revenue of 743 million yuan, with a gross margin of 40.14%, an increase of 7.28 percentage points year-on-year [2]. - For the first three quarters of 2024, the net profit reached 351 million yuan, reflecting a 172.35% year-on-year growth [2]. - The company’s asset disposal income increased significantly, amounting to 34.69 million yuan, a 2152.19% increase compared to the same period last year [2]. Production Capacity and Projects - The company’s 6-inch wafer and device packaging production line has reached a capacity of 30,000 pieces per month, with current output at approximately 20,000 pieces per month [3]. - The automotive-grade packaging project is expected to begin trial production by the end of the year, with an anticipated annual production capacity of 1.9 billion automotive-grade power devices [3]. Earnings Forecast - The projected earnings per share (EPS) for 2024, 2025, and 2026 are 0.56 yuan, 0.80 yuan, and 1.20 yuan, respectively [4][9]. - Revenue forecasts for 2024, 2025, and 2026 are 2.718 billion yuan, 3.456 billion yuan, and 4.284 billion yuan, indicating growth rates of 29.04%, 27.15%, and 23.97% respectively [9]. Market Position - The company is recognized as a leader in the thyristor market and is actively increasing its market share in MOSFET products [4]. - The total market capitalization of the company is approximately 33.804 billion yuan [6]. Summary of Related Reports - The report includes various related analyses and industry insights, indicating a comprehensive approach to understanding the company's market environment and future prospects [12].

| 证券代码：300623 | 证券简称：捷捷微电 公告编号：2024-086 | | --- | --- | | 证券代码：123115 | 证券简称：捷捷转债 | 江苏捷捷微电子股份有限公司 江苏捷捷微电子股份有限公司董事会 2024 年 10 月 28 日 本次发行股份购买资产的发行对象不包含上市公司董事、监事和高级管理人 员，本次发行前后，上市公司董事、监事和高级管理人员持股数量没有发生变化， 持股比例因股份发行被稀释。具体变动情况如下： | 姓名 | 职务 | 本次交易前 | | | 发行股份及支付现金购买资产后 | | | --- | --- | --- | --- | --- | --- | --- | | | | （截至 2024 年 9 | 月 30 | 日） | （不考虑配套融资） | | | | | 持股数量（股） | | 持股比例（%） | 持股数量（股） | 持股比例（%） | | 黄善兵 | 董事长 | 61,929,424 | | 8.43 | 61,929,424 | 7.98 | | 黄健 | 副董事长、总经理 | 0 | | - | 0 | - | | 张祖蕾 | 董事 | ...

| 证券代码：300623 | 证券简称：捷捷微电 公告编号：2024-088 | | --- | --- | | 证券代码：123115 | 证券简称：捷捷转债 | 2024 年 9 月 26 日，公司收到中国证券监督管理委员会出具的《关于同意江 苏捷捷微电子股份有限公司发行股份购买资产并募集配套资金注册的批复》（证 监许可〔2024〕1334 号），中国证监会同意公司本次交易的注册申请。 截至 2024 年 9 月 30 日，公司的控股股东为捷捷投资，共同实际控制人为黄 善兵、黄健和李燕。公司发行股份购买资产导致控股股东、实际控制人的持股比 例被动变化 1%以上。本次权益变动前，黄善兵、黄健和李燕直接和间接合计持 有公司股份 283,545,424 股，占比 38.58%；本次权益变动后，黄善兵、黄健和李 燕直接和间接合计持有公司股份数不变，但持股比例被动稀释至 36.53%。现将 有关情况公告如下： | 1.基本情况 | | | --- | --- | | 信息披露义务人1 | 江苏捷捷投资有限公司 | | 住所 | 启东市汇龙镇江海北路1188号 | | 信息披露义务人2 | 黄善兵 | | 住所 | ...

华创证券有限责任公司 关于 江苏捷捷微电子股份有限公司发行股份及支付现金 购买资产并募集配套资金 之 实施情况 之 独立财务顾问核查意见 独立财务顾问：华创证券有限责任公司 （贵州省贵阳市云岩区中华北路216号） 二〇二四年十月 1 声明 华创证券有限责任公司（以下简称"华创证券"、"本独立财务顾问"）接受 江苏捷捷微电子股份有限公司（以下简称"上市公司"、"捷捷微电"、"公司"） 委托，担任捷捷微电本次发行股份及支付现金购买资产并募集配套资金的独立 财务顾问，并出具本核查意见。本核查意见系依据《公司法》《证券法》《上市 公司重大资产重组管理办法》《公开发行证券的公司信息披露内容与格式准则第 26 号—上市公司重大资产重组》等有关法律、法规的要求，按照证券行业公认 的业务标准、道德规范，经过审慎调查，本着诚实信用、勤勉尽责的态度，就 本次交易认真履行尽职调查义务，对上市公司相关申报和披露文件进行审慎核 查后出具的，以供中国证监会、深圳证券交易所及有关各方参考。 1、本独立财务顾问核查意见所依据的文件、材料由交易各方提供，本次交 易各方均已向本独立财务顾问保证：其所提供的有关本次重大资产重组的相关 信息真实、准 ...

江苏捷捷微电子股份有限公司 发行股份及支付现金购买资产并募集配套资金 实施情况 暨 新增股份上市公告书 独立财务顾问：华创证券有限责任公司 （贵州省贵阳市云岩区中华北路216号） 二〇二四年十月 1 特别提示 一、本次新增股份的发行价格为 15.97 元/股。 二、本次向特定对象发行股份数量为 41,352,532 股（其中限售股数量为 41,352,532 股），向特定对象发行后捷捷微电总股本为 776,219,992 股。 三、中国证券登记结算有限责任公司深圳分公司已于 2024 年 10 月 14 日受 理公司本次发行股票的新增股份登记申请材料，相关股份登记到账后将正式列 入公司的股东名册。 四、本次向特定对象发行新增股份的性质为有限售条件流通股，上市日期 为 2024 年 10 月 31 日，限售期自股份上市之日起开始计算，具体锁定安排详见 本公告书"第一节 本次交易概况"之"二、本次交易的具体方案"之"（一） 发行股份及支付现金购买资产"之"8、股份锁定期安排"。 五、本次发行上市的股份为购买标的资产新增的股份，因募集配套资金新 增的股份发行上市另行安排。 根据深交所相关业务规则的规定，上市首日本公 ...