浙商证券走进沪市上市公司-宏微科技

Core Viewpoint - The event "I am a shareholder" organized by the Shanghai Stock Exchange aims to enhance communication between listed companies and investors, promoting rational investment awareness and understanding of investment value in the Shanghai market [1] Company Overview - Jiangsu Hongwei Technology Co., Ltd. (Hongwei Technology) is a leading enterprise in the domestic power semiconductor sector, listed on the Shanghai Stock Exchange since September 1, 2021 [3] - The company focuses on the design, research and development, production, and sales of power semiconductor chips, with a strong emphasis on IGBT and FRD technologies [3] - Hongwei Technology has established unique technological barriers through innovations in third-generation semiconductor materials and processes, achieving key performance indicators that match international advanced levels with its self-developed seventh-generation power chips [3] Product Applications - The company's products cover various fields including new energy vehicles (electric control systems, charging piles, and OBC power supplies), renewable energy generation (photovoltaic inverters, wind energy converters, and power quality management), energy storage, industrial control (inverters, servo motors, UPS, and various switch power supplies), and consumer appliances [3] Strategic Development - The company plans to enhance product competitiveness through technological iteration and production line optimization, focusing on the industrialization of third-generation semiconductor devices [5] - Hongwei Technology aims to diversify its technology system with a core focus on SiC and GaN, while also exploring applications in robotics and mechanical arms [5] Industry Collaboration - The company has deepened cooperation with industry chain partners like Huahong Hongli, achieving breakthroughs in 12-inch wafer mass production processes [6] - Hongwei Technology's seventh-generation IGBT module products have entered the supply chain of leading automotive manufacturers, demonstrating its competitive edge in the automotive-grade sector [6] Investor Engagement - The event allowed investors to gain insights into the company's operational status and strategic direction, enhancing their confidence in Hongwei Technology [7] - The interactive session provided a platform for discussions on market space, product competitive barriers, and technological iterations, further deepening investors' understanding of the company [6]