西安派瑞功率半导体变流技术股份有限公司 证券代码：300831 证券简称：派瑞股份 公告编号：2025-073 二、截至本公告日前十二个月内使用部分闲置募集资金进行现金管理的情况 | 序号 | 受托方 | 产品名称 | 产品 | 产品金额 | 起息日 | 到期日 | 预期年化 | 资金 | 是否 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 类型 | （万元） | | | 收益率 | 来源 | 赎回 | | 1 | 浙商银行 股份有限 | 浙商银行单位结 | 保本 浮动 | | | 2024.11. | 1.5%-2.5% | 闲置募 | | | | 公司西安 | 构性存款 | 收益 | 4,000 | 2024.5.31 | 29 | -2.9% | 集资金 | 是 | | | 分行 | | 型 | | | | | | | | 2 | 中国光大 银行股份 有限公司 | 2024 年挂钩汇率 对公结构性存款 定制第十期产品 | 保本 浮动 收益 | | 2024.10.2 5 | 2024.12. 30 | 1% ...

Core Viewpoint - The stock of Pirey Co., Ltd. has shown a slight increase recently, but the overall performance this year has been negative, indicating potential challenges ahead for the company in the semiconductor industry [1][2]. Company Performance - As of November 4, Pirey Co., Ltd. shares rose by 2.03% to 14.06 CNY per share, with a trading volume of 16.87 million CNY and a market capitalization of 4.499 billion CNY [1]. - Year-to-date, the stock price has decreased by 12.42%, with a slight increase of 0.29% over the last five trading days, but a decline of 1.76% over the last 20 days and 7.39% over the last 60 days [2]. - For the period from January to September 2025, the company reported a revenue of 102 million CNY, a year-on-year decrease of 32.88%, and a net profit attributable to shareholders of 20.11 million CNY, down 61.73% year-on-year [2]. Business Overview - Pirey Co., Ltd. specializes in the research, production, testing, and sales of power semiconductor devices and systems, with its main revenue sources being power electronic devices (91.60%), power electronic systems (8.27%), and other (0.13%) [2]. - The company is categorized under the semiconductor industry, specifically in the electronic-semiconductor-discrete devices sector, and is associated with concepts such as silicon carbide, IGBT, third-generation semiconductors, and chips [2]. Shareholder Information - As of October 20, the number of shareholders for Pirey Co., Ltd. was 32,100, a decrease of 1.43% from the previous period, with an average of 5,754 circulating shares per shareholder, an increase of 1.45% [2]. Dividend Information - Since its A-share listing, Pirey Co., Ltd. has distributed a total of 58.02 million CNY in dividends, with 31.78 million CNY distributed over the past three years [3].

Core Insights - The article highlights the significance of Silicon Controlled Rectifiers (SCR) in the power electronics sector, emphasizing their efficiency in energy control and their role in industrial automation and renewable energy applications [1][6][9]. Industry Overview - SCRs are based on a four-layer, three-terminal semiconductor structure, allowing precise control of high current with minimal input [2][3]. - The Chinese government is promoting the development of the energy electronics industry through various policies aimed at technological innovation and industry collaboration [6][9]. Market Structure - The SCR industry is characterized by a supply chain where the upstream includes high-purity silicon wafers, with an increase in self-sufficiency for 8-inch wafers but continued reliance on imports for 12-inch wafers [6][7]. - The downstream market is dominated by applications in power and industrial control, accounting for nearly two-thirds of the market, with renewable energy as a key growth driver [7][8]. Market Size and Growth - The SCR market in China is projected to reach 5.6 billion yuan in 2024, driven by the demand for ultra-high voltage power grids and photovoltaic energy storage [9][10]. - The high-voltage direct current (HVDC) market is expected to grow significantly, reaching 89.2 billion yuan in 2024, with a compound annual growth rate of 42.3% [8][9]. Competitive Landscape - The industry is marked by a clear division where domestic companies dominate the mid-to-low-end market, while international giants control the high-end segment [10][11]. - Local firms are increasingly focusing on high-end applications, leveraging cost advantages and integrated device manufacturing (IDM) models [10][11]. Development Trends - The SCR industry is undergoing a transformation driven by the adoption of third-generation semiconductor materials like silicon carbide (SiC) and gallium nitride (GaN), enhancing product performance [11][12]. - There is a shift towards smart integrated systems, with products evolving to include real-time monitoring and predictive maintenance capabilities [12][13]. - The trend towards domestic production and supply chain integration is strengthening the competitive position of local companies in the global market [13].

关于使用部分闲置自有资金进行现金管理到期赎回的进展公告 证券代码：300831 证券简称：派瑞股份 公告编号：2025-072 西安派瑞功率半导体变流技术股份有限公司 一、公司使用部分闲置自有资金进行现金管理到期赎回情况 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。 西安派瑞功率半导体变流技术股份有限公司（以下简称"公司"）于 2025 年 1 月 24 日召 开了第三届董事会第六次会议及第三届监事会第五次会议，审议通过了《关于使用部分闲置自 有资金进行现金管理的议案》，同意公司在确保不影响正常生产经营及确保资金安全的情况下， 使用总额度不超过人民币 1 亿元（含本数）的闲置自有资金进行现金管理，投资安全性高、流 动性好的产品（包括但不限于大额可转让存单、结构性存款、协定存款、通知存款、定期存款 及国债逆回购品种等）。授权有效期限为 12 个月，投资期限为自公司第三届董事会第六次会 议审议通过之日起 12 个月内有效，在前述额度和期限内，资金可循环滚动使用；同意授权公 司董事长或董事长授权人在上述有效期内和额度范围内签署相关合同文件，具体事项由公司财 务部负 ...

Core Insights - The company, established in December 2010 and listed on the Shenzhen Stock Exchange in May 2020, is a significant player in the domestic power semiconductor device sector with strong R&D capabilities and technical advantages [1] Financial Performance - For Q3 2025, the company's revenue was 102 million, ranking 18th among 18 companies in the industry, while the industry leader, Wentai Technology, reported revenue of 29.769 billion [2] - The company's net profit for the same period was 20.053 million, placing it 14th in the industry, with the top performer, Wentai Technology, achieving a net profit of 1.505 billion [2] Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 9.86%, significantly lower than the industry average of 24.02%, indicating strong financial stability [3] - The company's gross profit margin was 53.78%, higher than the industry average of 30.71%, reflecting a competitive advantage in profitability [3] Management Compensation - The total compensation for the General Manager, Bai Jie, was 734,200, an increase of 297,200 from the previous year [4] Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 0.53% to 32,500, while the average number of circulating A-shares held per shareholder decreased by 0.53% to 5,668.59 [5]

Group 1 - Company reported Q3 performance with revenue of approximately 102 million yuan for the first three quarters of 2025, a year-on-year decrease of 32.88% [1] - Net profit attributable to shareholders was approximately 20.11 million yuan, down 61.73% year-on-year [1] - Basic earnings per share were 0.0628 yuan, reflecting a decrease of 61.75% compared to the previous year [1] Group 2 - As of the report, the company's market capitalization stands at 4.6 billion yuan [2]

证券代码：300831 证券简称：派瑞股份 公告编号：2025-070 西安派瑞功率半导体变流技术股份有限公司 关于 2025 年三季度计提资产减值准备的公告 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。 西安派瑞功率半导体变流技术股份有限公司（以下简称"公司"）于 2025 年 10 月 24 日召开了第三届董事会第十一次会议，会议审议通过了《关于 2025 年三季度计提 资产减值准备的议案》。 一、本次计提资产减值准备情况概述 根据《企业会计准则》《上市公司自律监管指引第2号——创业板上市公司规范运 作》 及西安派瑞功率半导体变流技术股份有限公司（以下简称"公司"）会计政策等相 关规定，公司本着谨慎性原则，对合并报表范围内截至2025年9月30日的各类资产进行 了全面清查和减值测试后，计提各项减值准备共计1696.23万元，减值准备计提明细表 如下： 注：上表中"负值"表示该项目本报告期增加的计提净额，"正值"表示该项目本 报告期减少的计提净额。 二、主要资产减值准备计提情况说明 1、信用减值准备的确认标准及计提方法 公司应收款项主要包括应收票据、应收账 ...

证券代码：300831 证券简称：派瑞股份 公告编号：2025-071 西安派瑞功率半导体变流技术股份有限公司 关于使用部分闲置自有资金进行现金管理的公告 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。 西安派瑞功率半导体变流技术股份有限公司（以下简称"公司"）于 2025 年 10 月 24 日召开了第三届董事会第十一次会议，审议通过了《关于使用部分闲置自有资金 进行现金管理的议案》，同意公司在不影响正常生产经营和确保资金安全的情况下，使 用总额度不超过人民币 2 亿元（含本数）的部分闲置自有资金进行现金管理，用于投资 期限不超过 12 个月（含）的安全性高、流动性好的保本型产品（包括但不限于大额可 转让存单、结构性存款、协定存款、通知存款、定期存款及国债逆回购品种等）；投资 期限为 2026 年 1 月 24 日至 2026 年 12 月 31 日；在前述额度和期限内，资金可以循环 滚动使用；授权公司董事长或董事长授权人在上述有效期内和额度范围内签署相关合同 文件，具体事项由公司财务部负责组织实施，内审部门、审计委员会全程监督。 现将有关情况公告如下： 一 ...

证券代码：300831 证券简称：派瑞股份 公告编号：2025-069 西安派瑞功率半导体变流技术股份有限公司 第三届董事会第十一次会议决议公告 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。 一、董事会会议召开情况 1、西安派瑞功率半导体变流技术股份有限公司（以下简称"公司"）第三届董事 会第十一次会议的会议通知于 2025 年 10 月 19 日通过电子邮件形式送达至各位董事。 2、本次董事会会议于 2025 年 10 月 24 日上午 9:30 在公司 2#楼大会议室以现场结 合通讯表决的方式召开。 3、本次董事会会议应出席的董事人数 9 人，实际出席会议的董事人数 9 人（其中 2 位董事郭永忠、蒋毅敏及 3 位独立董事郭菊娥、王彩琳、王建玲以通讯表决方式出席 会议），没有董事委托其他董事代为出席或缺席本次会议，与会董事以现场记名投票结 合通讯表决方式对会议审议议案进行了表决。 4、本次董事会会议由董事长刘强先生主持，公司高级管理人员列席了本次董事会 会议。 5、本次董事会会议的召集、召开和表决程序符合《中华人民共和国公司法》和《西 安派瑞功率半导体变 ...

证券代码：300831 证券简称：派瑞股份 公告编号：2025-068 西安派瑞功率半导体变流技术股份有限公司 西安派瑞功率半导体变流技术股份有限公司 2025 年第三季度报告 2025 年第三季度报告 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、误导性陈述或重大遗漏。 重要内容提示： 1.董事会及董事、高级管理人员保证季度报告的真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏，并承担 个别和连带的法律责任。 2.公司负责人、主管会计工作负责人及会计机构负责人(会计主管人员)声明：保证季度报告中财务信息的真实、准确、 完整。 3.第三季度财务会计报告是否经过审计 □是 否 1 西安派瑞功率半导体变流技术股份有限公司 2025 年第三季度报告 一、主要财务数据 （一） 主要会计数据和财务指标 | | 本报告期 | 本报告期比上年同期 | 年初至报告期末比上 年初至报告期末 | | | --- | --- | --- | --- | --- | | | | 增减 | 年同期增减 | | | 营业收入（元） | 17,951,067.77 | -43.40% | 102,472,0 ...