捷捷微电: 2025年半年度报告

Company Overview - Jiangsu JieJie Microelectronics Co., Ltd. specializes in the research, design, production, and sales of power semiconductor chips and devices, primarily operating under an Integrated Device Manufacturer (IDM) model [7][8] - The company’s main products include various power electronic devices and chips such as thyristors, protective devices, diodes, transistors, MOSFETs, IGBTs, and silicon carbide devices [7][8] Financial Performance - For the first half of 2025, the company reported a revenue of approximately 1.6 billion RMB, representing a 26.77% increase compared to the same period in 2024 [5] - The net profit attributable to shareholders was approximately 245.5 million RMB, reflecting a 46.57% increase year-on-year [5] - Basic earnings per share increased by 3.45% to 0.30 RMB, while diluted earnings per share rose by 7.14% to 0.30 RMB [5] Industry Context - The company operates within the power semiconductor discrete device industry, which is essential for power electronic products and widely used in various applications including consumer electronics, automotive electronics, industrial automation, and renewable energy [8] - The industry is characterized by a broad application range and significant demand, with products being integral to power conversion, control, and protection [8] Quality Certifications - The company has achieved multiple quality certifications including IATF16949, ISO9001, ISO14001, ISO45001, and UL safety certification, ensuring compliance with international standards [8] Business Model - The company employs a vertically integrated IDM model for its thyristor and protective device product lines, encompassing chip design, manufacturing, device design, packaging, testing, and sales [8][9] - For MOSFET and IGBT products, the company combines IDM integration with some outsourced wafer fabrication to optimize production capacity [9][12]