振华风光: 贵州振华风光半导体股份有限公司2025年度“提质增效重回报”行动方案的半年度评估报告

Core Viewpoint - Guizhou Zhenhua Wind Semiconductor Co., Ltd. has released a semi-annual evaluation report on its 2025 "Quality Improvement and Efficiency Enhancement" action plan, highlighting significant progress in enhancing core competitiveness, operational efficiency, and investor relations [1][9]. Group 1: Focus on Core Business - The company has increased R&D investment to 76.9837 million yuan, a 7.98% increase year-on-year, representing 16.57% of revenue, up 4.89% from the previous year [1][2]. - A total of 36 patents were applied for, with breakthroughs in core technologies and a 50% improvement in yield rates for packaging processes [2][3]. - The company has established a leading collaborative design and simulation verification platform for analog integrated circuits [2]. Group 2: Operational Management Optimization - The company is focusing on technological innovation and market-oriented reforms, implementing a project manager system to enhance R&D vitality [3][4]. - A total of 150 new products were trialed and supplied, generating 150 million yuan in orders in new fields [4]. - Cost savings of over 3 million yuan were achieved through procurement negotiations and production efficiency improvements [4]. Group 3: Corporate Governance and Risk Management - The company is revising its governance structure to ensure stability and compliance with relevant laws and regulations [5][6]. - A comprehensive risk management system has been established to prevent significant risks from materializing [6]. - The company received an "A" rating from Wind for its ESG management, emphasizing sustainable development [6]. Group 4: Investor Communication and Returns - The company emphasizes investor relations, conducting over 40 investor communication activities and achieving a 100% response rate to inquiries [7]. - Cumulative cash dividends since listing amount to 249 million yuan, with a planned dividend of 1.63 yuan per 10 shares for 2024 [8]. - A market value management system has been established to stabilize stock prices and enhance investor confidence [8]. Group 5: Responsibility and Compliance - The company is reinforcing the responsibilities of key personnel to ensure compliance and effective operations [9]. - Training sessions for board members and senior management have been organized to enhance governance capabilities [9].