江苏捷捷微电子股份有限公司 证券代码：300623 证券简称：捷捷微电 江苏捷捷微电子股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | |------------------------|------------------------------------------------|----------|----------| | | | 编号： | 2018-005 | | | | | | | | □ 特定对象调研□分析师会议 | | | | | □ 媒体采访□业绩说明会 | | | | 投资者关系活动类别 | □ 新闻发布会□路演活动 | | | | | □ 现场参观 | | | | | R 其他（电话会议） | | | | | 太平洋证券—刘翔、刘尚 | | | | | 超越基金—李静 | | | | 参与单位名称及人员姓名 | 越创投资—刘刚 | | | | | 深圳行健资本—陈美 | | | | | 琛晟资本—彭安妮 | | | | 时间 | 2018 年 8 月 15 日 | | | | 地点 | 江苏省启东科技创业园兴龙路 8 号 2 | 楼会议室 | | ...

江苏捷捷微电子股份有限公司 证券代码：300623 证券简称：捷捷微电 江苏捷捷微电子股份有限公司 投资者关系活动记录表 | --- | --- | --- | |------------------------|---------------------------|-----------------| | | | 编号： 2018-006 | | | | | | | ☑ 特定对象调研□分析师会议 | | | | □ 媒体采访□业绩说明会 | | | 投资者关系活动类别 | □ 新闻发布会□路演活动 | | | | □ 现场参观 | | | | □ 其他 | | | 参与单位名称及人员姓名 | 长江证券—莫文宇、王平阳 | | | | 中信证券—何信 | | | | 中银国际证券—张立新 | | | | 华夏未来资本—丁鑫 | | | | 平安大华基金—张晓泉 | | | | 嘉实基金—高红生 | | | | 中信建投证券—季清斌 | | | | 永安国富—徐笑然 | | | | 世诚投资—沙小川 | | | | 联讯证券—汤尔昌 | | | | 中银基金—王佳晨 | | 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 证券代码：300623 证券简称：捷捷微电 江苏捷捷微电子股份有限公司 投资者关系活动记录表 | --- | --- | --- | --- | |------------------------|-----------------------------------|--------|----------| | | | 编号： | 2018-008 | | | | | | | | □ 特定对象调研□分析师会议 | | | | | □ 媒体采访□业绩说明会 | | | | 投资者关系活动类别 | □ 新闻发布会□路演活动 | | | | | □ 现场参观 | | | | | R 其他（电话会议） | | | | 参与单位名称及人员姓名 | 中信建投证券—秦基栗、陈萌、季清斌 | | | | | 源乘投资—刘建忠、曾尚 | | | | | 益菁汇资产管理—王依普 | | | | | 宜安投资—王洋 | | | | | 兴银基金—高鹏 | | | | | 信达澳银基金—冯明远 | | | | | 浩瀚资本—高伟 | | | | | 金恒宇投资—欧阳奇志 | | | | | 工银瑞信基金 ...

江苏捷捷微电子股份有限公司 证券代码：300623 证券简称：捷捷微电 江苏捷捷微电子股份有限公司 投资者关系活动记录表 2019-001 | --- | --- | --- | --- | |------------------------|----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------|-------| | | | 编号： | | | | | | | | | □ 特定对象调研□分析师会议 | | | | | □ 媒体采访□业绩说明会 | | | | 投资者关系活动类别 | □ 新闻发布会□路演活动 | | | | | □ 现场参观 | | | | | R ...

江苏捷捷微电子股份有限公司 证券代码：300623 证券简称：捷捷微电 江苏捷捷微电子股份有限公司投资者关系活动记录表 | --- | --- | --- | |----------------|-------------------------------|-------------------------------------| | | | 编号：2021-001 | | | □特定对象调研 □分析师会议 | | | 投资者关系活动 | □媒体采访 □业绩说明会 | | | | □ 新闻发布会 □路演活动 | | | 类别 | □现场参观 | | | | ☑ 其他（电话会议） | | | 参与单位名称及 | 中信建投证券—秦基栗、徐博 | | | 人员姓名 | | 沣京资本管理（北京）有限公司—王洪祥 | | | 鹏华基金管理有限公司—程卿云 | | | | 广发基金管理有限公司—张建宾 | | | | 新华基金—钟俊 | | | | 源乘投资—胡亚男 | | | | 诚通基金—廖慧杰 | | | | 广发基金管理有限公司—刘宝川 | | | | | 华夏久盈资产管理有限责任公司—桑永亮 | | | 海 ...

Financial Performance - The company achieved a revenue of 1,010.90 million yuan in 2020, a year-on-year increase of 49.99% [5] - Main business revenue was 994.67 million yuan, up 50.95% year-on-year [5] - Net profit attributable to shareholders was 283.49 million yuan, reflecting a growth of 49.45% compared to the previous year [5] - The gross profit margin improved, with the main business primarily consisting of thyristors and protective devices, accounting for over 80% of total revenue [7] Business Structure and Market Position - The company operates primarily in the IDM (Integrated Device Manufacturer) model, with IDM revenue accounting for approximately 80% of total revenue [5] - Thyristors represent 42% of total revenue, diodes 38% (with protective devices making up 28%), and MOSFETs 20% [8] - The company is focusing on expanding its presence in the automotive electronics market, particularly for vehicle-grade products [8] Research and Development - R&D expenses reached 74.38 million yuan in 2020, representing 7.4% of revenue, with a budget of approximately 100 million yuan for 2021 [6] - The company has seen a 100% year-on-year increase in R&D expenses, indicating a strong commitment to innovation [6] - The R&D team is focused on optimizing product structure and enhancing competitive advantages [6] Market Opportunities and Challenges - The company is positioned well for domestic substitution of imports due to external factors such as the COVID-19 pandemic affecting foreign manufacturers' capacities [6] - The semiconductor industry is experiencing significant support from the government, which is beneficial for the company's growth [6] - The company is actively pursuing new market opportunities in MOSFETs and third-generation semiconductor devices [5] Future Outlook - The company plans to enhance its production capacity and efficiency through ongoing projects, including IPO and private placement initiatives [10] - There is a focus on maintaining a sustainable growth trajectory by leveraging existing business strengths and exploring new market segments [10] - The company aims to solidify its position in the power semiconductor sector and improve its product offerings in line with industry trends [10]

Group 1: Company Overview - Jiangsu Jiejie Microelectronics Co., Ltd. specializes in the research, design, production, and sales of power semiconductor chips and devices, with a focus on advanced chip technology and packaging design [1][5]. - The company operates an IDM (Integrated Device Manufacturer) business model, integrating chip design, manufacturing, and sales [5][7]. Group 2: Financial Performance - For the first half of 2021, the company achieved a revenue of 85,180.13 million CNY, representing a year-on-year growth of 109.03% [5][6]. - Revenue from power semiconductor chips was 15,706.02 million CNY, an increase of 25.03% compared to the same period last year [5][6]. - The gross profit margin for power semiconductor chips was 41.64%, up by 6.53% year-on-year [5][6]. Group 3: Market Dynamics - The company's strong performance is attributed to several factors, including ongoing national support for the semiconductor industry, increased domestic substitution for imported products due to supply chain disruptions caused by the COVID-19 pandemic, and the successful execution of IPO projects [6][9]. - The company maintains a high capacity utilization rate, with orders filled until the end of the year, driven by increased demand and reduced overseas production capacity [9][10]. Group 4: Product Pricing and Cost Management - The company has adjusted prices for certain products, with increases ranging from 10% to 25% for specific MOSFET products due to rising raw material costs [6][7]. - The gross profit margin for power semiconductor devices was 49.46%, showing a slight decrease of 0.46% year-on-year [5][6]. Group 5: Future Outlook and Projects - The company is expanding its production capacity with a new high-end power semiconductor project in Nantong, which is expected to take two years to complete [9][10]. - The Shanghai Lingang team achieved a revenue of 54.26 million CNY in the first half of 2021, a significant increase of 11,609.5% year-on-year, with a target revenue of 100 million CNY for the year [8][9].

江苏捷捷微电子股份有限公司 证券代码：300623 证券简称：捷捷微电 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投资者关系活动记录表 | --- | --- | --- | --- | --- | |---------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------|-------------|----------| | 投资者关系活动 类别 | □特定对象调研 □分析师会议 □媒体采访 □业绩说明会 □新闻发布会 □路演活动 现场参观 ...

江苏捷捷微电子股份有限公司 证券代码：300623 证券简称：捷捷微电 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投资者关系活动记录表 | --- | --- | --- | --- | |---------------------|-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------|-----------------| ...

江苏捷捷微电子股份有限公司 证券代码：300623 证券简称：捷捷微电 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投资者关系活动记录表 | --- | --- | --- | --- | |---------------------|------------------------------------------------------------------------|-------------------------------------------|-----------------| | 投资者关系活动 类别 | □特定对象调研 □媒体采访 □新闻发布会 □现场参观 ☑ 其他（电话会议） | □分析师会议 □业绩说明会 □路演活动 | 编号： 2022-004 | | | 开源证券—刘翔、盛晓君、袁颖 | | | | | 仁桥 (北京) 中邮基金—俞科进 | 资产管理有限公司—马玮璘 | | | | 华能贵诚信托—林志霆、肖明亮 | | | | | | 深圳市远望角投资管理企业（有限合伙）—翟灏 | | | | 郑州云杉投资管理有限公司—李晟 | | | | | 江 ...