Core Viewpoint - The article discusses the challenges and experiences of chip startups in China, highlighting the difficulties in gaining market acceptance and the need for perseverance in a competitive environment [3][6][7]. Group 1: Market Challenges - Chip startups often face skepticism and prejudice from domestic customers, making it difficult to establish credibility and secure orders [3][4]. - The experience of launching products like Wi-Fi switches demonstrates that initial success may come from international markets before gaining traction domestically [3][6]. - The competitive landscape is harsh, with companies often resorting to loss-leading sales strategies to penetrate the market [4][8]. Group 2: Customer Relations - Building trust with customers is a gradual process, where initial interactions may involve providing evidence of product performance to gain credibility [3][6]. - The dynamics of customer interactions can be challenging, with instances of clients demanding extensive information without reciprocating with testing opportunities [4][6]. - The importance of pricing strategies is emphasized, as competitive pricing can be a key factor in attracting customers who are initially skeptical [8]. Group 3: Product Development and Market Positioning - The article highlights the struggle of developing high-quality products in a market that often undervalues them, particularly in the Wi-Fi FEM segment [7][8]. - Despite the challenges, companies are encouraged to focus on differentiation and understanding customer pain points to create value [7]. - The narrative suggests that smaller, agile startups may have an advantage over larger, more bureaucratic firms in the current market environment [6][7].

Core Insights - The report provides a comprehensive analysis of the current state and future prospects of the RF device market in China from 2025 to 2031, highlighting key trends, challenges, and opportunities within the industry [1][3]. Group 1: Industry Overview - The RF device industry is defined and categorized, including distinctions between RF devices and similar concepts such as electronic components and power semiconductors [4][5]. - The report outlines the classification of RF devices based on various criteria, including control signal characteristics and internal carrier participation in conduction [4][5]. Group 2: Macro Environment Analysis - A PEST analysis is conducted, examining the policy, economic, social, and technological environments affecting the RF device industry in China [5][6]. - The report details the regulatory framework and standardization efforts within the RF device sector, including current and upcoming standards [5][6]. Group 3: Global Market Insights - The global RF device market is analyzed, including historical development, current market size, and competitive landscape [6][7]. - Key regions such as the US, Europe, and Japan are examined for their respective RF device market conditions and standards [6][7]. Group 4: Supply and Demand Analysis - The report assesses the supply and demand dynamics within the Chinese RF device market, including production and consumption statistics of representative companies [8][9]. - It highlights the import and export trends over the past five years, providing insights into trade dynamics and market structure [8][9]. Group 5: Competitive Landscape - The competitive landscape of the RF device industry in China is analyzed, including the entry processes of competitors and strategic positioning [9][10]. - The report discusses the market concentration and competitive clusters within the industry, providing a detailed overview of major players [9][10]. Group 6: Investment Opportunities - The report identifies potential investment opportunities within the RF device industry, focusing on weak links in the supply chain and emerging market segments [10][11]. - It also provides strategic recommendations for entering and exiting the market, along with an assessment of investment risks and values [10][11].

从中证科创创业半导体指数持仓样本的行业来看，集成电路设计占比57.35%、半导体设备占比 15.58%、集成电路制造占比15.37%、半导体材料占比7.43%、分立器件占比4.28%。 据了解，中证科创创业半导体指数从科创板和创业板中选取50只市值较大的半导体材料与设备、集成电 路、分立器件等半导体领域的上市公司证券作为指数样本，反映上述板块中半导体领域上市公司证券的 整体表现。该指数以2019年12月31日为基日，以1000.0点为基点。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。每次调整的样本数量比例一般不超过20%。权重因子随样本定期调整而调整，调整时间与指数 样本定期调整实施时间相同。在下一个定期调整日前，权重因子一般固定不变。特殊情况下将对指数进 行临时调整。当样本退市时，将其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理， 参照计算与维护细则处理。 金融界7月21日消息，上证指数高开高走，中证科创创业半导体指数 (科创创业半导体，932448)报 1711.78点。 从指数持仓来看，中证科创创业半导体指数十大权重分别为：中芯国 ...

证券代码：300782 证券简称：卓胜微 公告编号：2025-065 江苏卓胜微电子股份有限公司 2025年第二次临时股东大会决议公告 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、本次股东大会无否决提案的情况； 2、本次股东大会无变更以往股东大会决议的情况。 一、会议召开和出席情况 （一）会议召开情况 3、召开方式：现场投票与网络投票相结合的方式 4、召集人：江苏卓胜微电子股份有限公司（以下简称"公司"）董事会 5、主持人：公司董事长许志翰先生 6、会议召开的合法、合规性： 本次会议的召集、召开和表决程序符合《中华人民共和国公司法》《上市公 司股东会规则》（以下简称"《股东会规则》"）等有关法律、法规、规范性文件和 《江苏卓胜微电子股份有限公司章程》（以下简称"《公司章程》"）《江苏卓胜微 电子股份有限公司股东会议事规则》等制度的规定。 （二）会议出席情况 1、出席会议的总体情况 （1）现场会议时间：2025 年 7 月 16 日（星期三）下午 14:00 （2）网络投票时间：通过深圳证券交易所交易系统进行网络投票的时间为： 2025 年 ...

北京市天元律师事务所 关于江苏卓胜微电子股份有限公司 2025年第二次临时股东大会的法律意见 京天股字(2025)第470号 致:江苏卓胜微电子股份有限公司 江苏卓胜微电子股份有限公司（以下简称"公司"）2025 年第二次临时股东大 会(以下简称"本次股东大会")采取现场投票与网络投票相结合的方式,现场 会议于 2025 年 7 月 16 日下午 14:00 在江苏省无锡市滨湖区胡埭工业园刘闾路 29 号（无锡芯卓湖光半导体有限公司）一层会议室召开。北京市天元律师事务所 (以下简称"本所")接受公司聘任,指派本所律师参加本次股东大会现场会议 进行见证,并根据《中华人民共和国公司法》《中华人民共和国证券法》(以下 简称"《证券法》"）《上市公司股东会规则》〈以下简称"《股东会规 则》"）以及《江苏卓胜微电子股份有限公司章程》（以下简称"《公司章 程》")等有关规定,就本次股东大会的召集、召开程序、出席现场会议人员的 资格、召集人资格、会议表决程序及表决结果等事项出具本法律意见。 为出具本法律意见,本所律师审查了《江苏卓胜微电子股份有限公司第三届 董事会第十二次会议决议公告》《江苏卓胜微电子股份有限公司第三届监事 ...

证券代码：300782 证券简称：卓胜微 公告编号：2025-066 江苏卓胜微电子股份有限公司 关于公司2025年限制性股票激励计划 内幕信息知情人及激励对象买卖公司股票情况的自查报告 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、误导性陈述或者重大遗漏。 江苏卓胜微电子股份有限公司（以下简称"公司"）于 2025 年 6 月 30 日召开 第三届董事会第十二次会议，审议通过《关于公司<2025 年限制性股票激励计划 （草案）>及其摘要的议案》等相关议案，并于 2025 年 7 月 1 日在巨潮资讯网上 披露了相关公告。 根据《上市公司股权激励管理办法》（以下简称"《管理办法》"）《深圳证券 交易所创业板上市公司自律监管指南第 1 号——业务办理》等法律、法规及规范 性文件的相关规定，公司通过向中国证券登记结算有限公司深圳分公司（以下简 称"中登深圳"）查询，对 2025 年限制性股票激励计划（以下简称"激励计划"）内 幕信息知情人及激励对象在本次激励计划草案公告前 6 个月内（即 2024 年 12 月 30 日至 2025 年 6 月 30 日，以下简称"自查期间"）买卖公司 ...

Summary of Key Points Core Viewpoint - Jiangsu Zhaosheng Microelectronics Co., Ltd. has approved a guarantee for its wholly-owned subsidiary, Wuxi Xinzhu Lake Semiconductor Co., Ltd., to apply for a total credit limit of up to RMB 2 billion from banks and other financial institutions [1] Group 1: Guarantee Overview - The company approved a guarantee for Wuxi Xinzhu Lake Semiconductor to secure a credit limit of up to RMB 2 billion, effective for 12 months from the board's approval date [1] - Recent contracts signed include a guarantee of RMB 100 million for a financing lease with ICBC Financial Leasing Co., Ltd. and a guarantee of RMB 950 million for a financing lease with the Jiangsu Branch of the Development Bank of China [1] Group 2: Subsidiary Information - Wuxi Xinzhu Lake Semiconductor was established on December 7, 2023, with a registered capital of RMB 100 million [1] - The subsidiary's business scope includes integrated circuit manufacturing, sales, software development, and technology services [1] - The company holds 100% equity in Wuxi Xinzhu Lake, which is not classified as a related party under the Shenzhen Stock Exchange's rules [1] Group 3: Financial Data - Recent financial data shows total assets of RMB 914.09 million and total liabilities of RMB 143.10 million [1] - The subsidiary reported an operating income of RMB 137.71 million but incurred a net loss of RMB 176.78 million [1] Group 4: Guarantee Contracts Details - The guarantee contracts include obligations for various payments such as principal, interest, penalties, and other costs related to the financing agreements [1] - Specific contracts were signed with ICBC Financial Leasing Co., Ltd., the Jiangsu Branch of the Development Bank of China, and the Wuxi Binhu Branch of ICBC, detailing the responsibilities of the guarantor [1] Group 5: Cumulative Guarantee Information - As of the announcement date, the total guarantee amount provided by the company and its subsidiaries is RMB 2.09 billion, which is 20.49% of the latest audited net assets [2] - The cumulative external guarantee balance stands at RMB 129 million, all of which are for consolidated entities, representing 1.27% of the latest audited net assets [2]

Summary of Key Points Core Viewpoint The announcement details the results of the second vesting period of the 2023 restricted stock incentive plan for Jiangsu Zhaosheng Microelectronics Co., Ltd., highlighting the fulfillment of vesting conditions and the issuance of shares. Group 1: Incentive Plan Overview - The 2023 restricted stock incentive plan involves a total of 1,937,670 shares, accounting for approximately 0.363% of the company's total share capital of 533,802,594 shares at the time of the plan's announcement [1][5]. - The plan includes three vesting periods, with the first period allowing for 40% vesting, the second period 30%, and the third period 30% [1][3]. - The vesting conditions include a minimum tenure of 12 months for the incentive recipients and performance targets based on cumulative revenue for the years 2023-2025 [1][3]. Group 2: Performance Assessment - The performance targets for the second vesting period require cumulative revenue of no less than 8.702 billion yuan and less than 9.309 billion yuan for the years 2023-2024 [1][3]. - The company achieved a cumulative revenue of 8.865 billion yuan for the specified period, resulting in an 80% vesting ratio for the second period [6][7]. - Individual performance assessments categorize recipients into three tiers (A/B+, B, C), with corresponding vesting ratios of 100%, 80%, and 0% [3][7]. Group 3: Share Issuance and Adjustments - A total of 398,885 shares are eligible for vesting in the second batch, with the vesting period running from April 28, 2025, to April 24, 2026 [7][8]. - The stock grant price was adjusted to 61.25 yuan per share due to previous profit distribution and other factors [4][5]. - The total number of eligible recipients decreased from 192 to 172 due to departures and performance results not meeting full vesting conditions [6][7]. Group 4: Financial Impact - The issuance of shares will not significantly impact the company's financial status or operational results, and the overall share structure remains stable [8]. - The funds raised from the stock issuance will be used to supplement the company's working capital [8].

Core Viewpoint - Jiangsu Zhaosheng Microelectronics Co., Ltd. has announced the public disclosure and verification opinions regarding the list of incentive objects for its 2025 restricted stock incentive plan, which was approved by the board and supervisory committee [1][2]. Disclosure and Verification - The company publicly announced the draft of the 2025 restricted stock incentive plan and its summary on July 1, 2025, and the list of proposed incentive objects was disclosed internally from July 2 to July 11, 2025, with no objections received during the public notice period [2][3]. - The supervisory committee verified the list of proposed incentive objects, their employment contracts, and their positions within the company [3]. Supervisory Committee's Verification Opinion - The supervisory committee confirmed that the proposed incentive objects meet the conditions outlined in the draft incentive plan and are not disqualified under relevant laws and regulations [3][4]. - Specific disqualifications include being recognized as inappropriate candidates by the stock exchange or the China Securities Regulatory Commission (CSRC) within the last 12 months, or having significant legal violations [3]. Inclusion of Foreign Employees - The incentive plan includes some foreign employees who are core technical personnel, contributing significantly to the company's R&D efforts. This inclusion aligns with the company's long-term development needs and complies with relevant regulations [4].

证券代码：300782 证券简称：卓胜微 公告编号：2025-062 江苏卓胜微电子股份有限公司 关于 2023 年限制性股票激励计划第二个归属期第二批次 归属结果暨股份上市的公告 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、误导性陈述或者重大遗漏。 重要内容提示： 1、本次归属限制性股票数量：8.4262万股，占归属前公司总股本的0.0158%。 2、本次归属限制性股票人数：10 人。 3、本次归属限制性股票的上市流通日：2025 年 7 月 15 日，本次归属的限 制性股票不设限售期。 江苏卓胜微电子股份有限公司（以下简称"公司"）于 2025 年 4 月 25 日召 开第三届董事会第十一次会议、第三届监事会第十一次会议，审议通过了《关于 公司 2023 年限制性股票激励计划第二个归属期归属条件成就的议案》。 近日，公司办理了 2023 年限制性股票激励计划第二个归属期第二批次归属 股份的登记工作，现将有关事项说明如下： 一、 本次激励计划简述及已履行的相关审批程序 （一）2023 年限制性股票激励计划简述 2023 年 4 月 19 日，公司 2023 年第一次临时股东大会 ...