Financial Performance - The company's revenue for Q1 2025 was ¥270,535,114.03, representing a 15.79% increase compared to ¥233,646,551.88 in the same period last year[4] - The net profit attributable to shareholders was -¥1,183,807.57, a decrease of 115.61% from ¥7,583,040.24 year-on-year[4] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -¥5,039,770.41, down 225.49% from ¥4,016,134.82 in the previous year[4] - The net cash flow from operating activities was ¥2,527,238.42, a decline of 81.37% compared to ¥13,566,295.85 in the same period last year[4] - Net profit for Q1 2025 was a loss of ¥2,530,765.09, compared to a profit of ¥8,706,420.05 in Q1 2024, representing a significant decline[18] - The total comprehensive income for Q1 2025 was -¥2,530,765.09, compared to ¥8,706,420.05 in Q1 2024, indicating a challenging financial period[18] Cash Flow and Liquidity - The company's cash flow from operating activities for Q1 2025 was ¥2,527,238.42, down from ¥13,566,295.85 in Q1 2024[21] - Cash inflow from investment activities in Q1 2025 totaled ¥712,960,699.51, a substantial increase from ¥46,418,270.84 in Q1 2024[21] - Net cash flow from investment activities was -355,696,156.94, compared to -194,265,206.07 in the previous period, indicating a decline in investment performance[22] - Cash inflow from financing activities totaled 77,664,732.25, while cash outflow was 86,061,885.84, resulting in a net cash flow from financing activities of -8,397,153.59[22] - The net increase in cash and cash equivalents was -361,293,293.30, compared to -126,648,734.92 in the previous period, reflecting a significant decrease in liquidity[22] - The ending balance of cash and cash equivalents was 456,398,292.98, up from 287,330,886.97 in the previous period, indicating a recovery in cash reserves[22] Assets and Liabilities - The total assets at the end of the reporting period were ¥3,982,680,757.23, a decrease of 0.78% from ¥4,013,928,886.89 at the end of the previous year[5] - Total current assets as of March 31, 2025, amount to ¥2,161,756,687.83, a decrease from ¥2,217,808,026.12 as of December 31, 2024[13] - Cash and cash equivalents decreased to ¥1,335,252,332.13 from ¥1,586,029,322.60[13] - The total liabilities decreased from ¥902,073,503.49 to ¥872,358,782.72, indicating a reduction in financial obligations[15] - Shareholders' equity remained stable at approximately ¥3,110,321,974.51, slightly down from ¥3,111,855,383.40[15] Research and Development - Research and development expenses totaled ¥16,963,113.94, an increase of 19.32% from ¥14,216,703.28 year-on-year, accounting for 6.27% of revenue[5] - Research and development expenses increased to ¥16,963,113.94 in Q1 2025, compared to ¥14,216,703.28 in Q1 2024, reflecting a focus on innovation[17] Shareholder Information - Total number of common shareholders at the end of the reporting period is 34,213[10] - The largest shareholder, Zhejiang Juhua Co., Ltd., holds 39,000,000 shares, representing 26.40% of total shares[10] - The company has a total of 80,000,000 unrestricted circulating shares held by Quzhou Kecheng Yingchuan Industrial Fund Management Co., Ltd.[10] - The company has no significant changes in the shareholding structure or related party transactions during the reporting period[11] Market Conditions - The company faced challenges due to market conditions and intensified industry competition, leading to decreased sales prices and increased raw material costs[7] Non-Recurring Items - Non-recurring gains and losses amounted to ¥3,855,962.84, with significant impacts from market environment changes and operational challenges[6] Earnings Per Share - The basic and diluted earnings per share were both -¥0.001, a decrease of 120.00% from ¥0.005 in the same period last year[4] - The company reported a basic and diluted earnings per share of -0.001 in Q1 2025, down from 0.005 in Q1 2024[18] Accounting Standards - The company plans to implement new accounting standards starting in 2025, which may affect financial reporting[22]

证券代码：688549 证券简称：中巨芯 公告编号：2025-015 中巨芯科技股份有限公司 关于召开 2025 年第一季度业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 一、说明会类型 中巨芯科技股份有限公司（以下简称"公司"）已于 2025 年 4 月 29 日在上 海证券交易所网站（www.sse.com.cn）披露了《中巨芯科技股份有限公司 2025 年第一季度报告》。为便于广大投资者更加全面深入地了解公司 2025 年第一季 度的经营成果、财务状况，公司计划于 2025 年 5 月 16 日（星期五）16:00-17:00 会议召开时间：2025 年 5 月 16 日（星期五）16:00-17:00 会议召开地点：上海证券交易所上证路演中心 （https://roadshow.sseinfo.com/） 会议召开方式：网络文字互动问答 会议问题征集：投资者可于 2025 年 5 月 9 日（星期五）至 5 月 15 日（星 期四）16:00 前登录上证路演中心网站首页点击"提问预 ...

证券代码：688549 证券简称：中巨芯 公告编号：2025-014 中巨芯科技股份有限公司 关于 2025 年第一季度计提资产减值准备的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 一、2025年第一季度计提资产减值准备情况 根据《企业会计准则第8号——资产减值》及中巨芯科技股份有限公司（以 下简称"公司"）会计政策、会计估计的相关规定，为了客观、准确地反映公司 截至2025年3月31日的财务状况和2025年第一季度的经营成果，基于谨慎性原则， 公司对截至2025年3月31日合并报表范围内可能发生信用减值损失及资产减值损 失的有关资产计提资产减值准备。 2025年第一季度，公司确认信用减值损失和资产减值损失共计4,371,113.60 元，具体如下： 单位：人民币元 | | 项目 | 2025年1-3月计提金额 | | --- | --- | --- | | 信用减值损失 | 应收账款坏账损失 | -105,629.96 | | | 其他应收款坏账损失 | 14,118.62 | | | 小计 | -91,511 ...

前十大流通股东累计持有： 18105.12万股，累计占流通股比： 31.35%，较上期变化： -345.00万股。 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 一、主要会计数据和财务指标 | 报告期指标 | 2025年一季报 | 2024年一季报 | 本年比上年增减(%) | 2023年一季报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | -0.0010 | 0.0050 | -120 | -0.0010 | | 每股净资产（元） | 2.05 | 2.06 | -0.49 | 1.08 | | 每股公积金(元) | 1.02 | 1.02 | 0 | 0 | | 每股未分配利润(元) | 0.02 | 0.03 | -33.33 | | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 2.71 | 2.34 | 15.81 | 2.05 | | 净利润(亿元) | -0.01 | 0.08 | -112.5 | -0.01 | | 净资产收益率(%) | -0.04 | 0.25 | -11 ...

国泰海通证券股份有限公司 关于中巨芯科技股份有限公司 2024 年度持续督导年度跟踪报告 | 保荐机构名称：国泰海通证券股份有限公司 | 被保荐公司简称：中巨芯 | | --- | --- | | 保荐代表人姓名：林剑辉、张博文 | 被保荐公司代码：688549 | 重大事项提示 2024 年，公司实现营业收入 102,950.45 万元，较上年同比增长 15.16%。电 子湿化学品板块系列产品累计生产 117,469.10 吨，同比增长 20.53%；电子特种 气体及前驱体板块系列产品累计生产 2,543.69 吨，同比增长 36.88%。公司业务 规模随集成电路国产化进程加快而进一步增长。但受市场竞争影响，公司部分产 品销售单价出现下滑，导致销售毛利率下降；部分产品产生的营收仍较小，尚未 实现规模效应，公司面临较高的折旧压力；同时研发投入不断增大及公司经营不 断扩大，管理成本有所上升。基于上述各项因素的叠加影响，公司 2024 年度归 属于母公司所有者扣除非经常性损益的净利润为-1,007.55万元，仍未实现盈利。 目前，公司生产经营状况正常、各项业务稳步推进，不存在重大风险。 经中国证券监督管理委员会《 ...

Group 1: Zhongjuxin - In 2024, Zhongjuxin's revenue will primarily come from the integrated circuit sector, accounting for nearly 74% of total revenue, with a slow recovery in semiconductor market demand [1] - The photovoltaic industry is experiencing negative gross margins, and the company will focus on integrated circuit clients in the future [1] - Electronic specialty gases generated revenue of 247 million yuan with a gross margin of 20.70%, mainly from high-purity chlorine [1] - The second phase of electronic specialty gases products will enhance gross margins, while the electronic wet chemical segment is facing declining margins due to industry competition [1] - The company reported a loss in Q4 due to increased labor costs, R&D investments, and year-end project expenses [1] - Overseas sales revenue is approximately 90 million yuan, with sales to the U.S. accounting for less than 1% of total revenue, indicating limited impact [1] - The company plans to expand market efforts and overseas sales channels in 2025 [1] Group 2: Jiuzhou Pharmaceutical - Jiuzhou Pharmaceutical indicated that the suspension of the PLI plan in India benefits raw material drug manufacturers in other countries, with domestic raw material prices stabilizing [2] - The CDMO business is expected to see a 15% year-on-year increase in new projects and a 20% increase in contract value in 2024, with revenue nearing 3.9 billion yuan and nearly 80% from overseas clients [2] - The company anticipates a recovery of CDMO gross margins to around 40% by 2025 [2] - In Q1, the overall capacity utilization rate was approximately 60%, with capital expenditures planned to be controlled at 500-600 million yuan in 2025 [2] - The company aims to introduce leading talents in the fields of peptides, DC, and small nucleic acids over the next three years [2] - Jiuzhou Pharmaceutical plans to provide services to over 70 clients in 2024, with nearly 30 new clients onboarded, focusing on inhalation formulations and liposome technology platforms [2]

Group 1: U.S. CPI and Tariff Impact - The U.S. CPI growth rate in March was lower than expected, indicating a cooling trend, with the impact of tariffs on inflation not yet significant [1] - Despite a 90-day tariff suspension announced by Trump, various tariff measures remain in effect, potentially raising the PCE deflator by approximately 1.2% this year [1] - The market's pricing of "stagnation" is considered adequate, while the pricing of "inflation" may be insufficient, with the Federal Reserve likely to cut rates up to two times this year [1] Group 2: Price Data and Tariff Effects - In March 2025, the CPI remained weak, aligning with market expectations, while the PPI was slightly below expectations, driven by falling international oil prices and weak domestic construction activity [2] - The additional tariffs on China have reached a rate of 20%, negatively impacting domestic exports and PPI, estimated to contribute a 0.13 percentage point decline in PPI [2] - The anticipated impact of U.S. tariffs on PPI could range from a 1.8% to 3.2% decline, while China's counter-tariffs may raise CPI by about 0.1 percentage points [2] Group 3: Banking and Financial Products - In March 2025, the issuance of bank wealth management products increased, with a total of 2,964 products launched [4] - The average annualized yield for pure debt and non-pure debt fixed-income products rose to 2.35% and 2.10%, respectively, reflecting a recovery from the previous month [4] - The total scale of bank wealth management products reached 29.32 trillion yuan, showing a seasonal decline but supported by improved product yields [4] Group 4: Tariff Policies and Economic Outlook - Trump's tariff policies are compared to historical protectionist measures, with expectations for negotiations on reciprocal tariffs to conclude in mid-2025, although U.S.-China trade talks may take longer [5] - The implementation of "reciprocal tariffs" has triggered a global risk-averse capital flow, leading to a significant drop in risk assets and a rally in safe-haven assets [6] - The bond market is expected to perform well, with dividend-paying assets becoming a core safe haven amid tariff-related uncertainties [6] Group 5: Consumer Finance ABS - The growth in consumer loans has led to a significant increase in the issuance of consumer finance ABS in early 2025, with improved asset quality and attractive yield spreads compared to non-financial credit bonds [7] - The focus is on the investment opportunities in consumer finance ABS, particularly in bank-affiliated consumer finance subsidiaries and state-owned enterprise trust products [7]

证券代码：688549 证券简称：中巨芯 公告编号：2025-012 中巨芯科技股份有限公司 关于参加 2024 年度科创板集成电路制造环节行业集 体业绩说明会的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 一、说明会类型 中巨芯科技股份有限公司（以下简称"公司"）已于 2025 年 4 月 11 日在上 海证券交易所网站（www.sse.com.cn）披露了《中巨芯科技股份有限公司 2024 年年度报告》。为便于广大投资者更加全面深入地了解公司 2024 年度的经营成 会议召开时间：2025 年 4 月 18 日（星期五）15:00-17:00 会议召开地点：上海证券交易所上证路演中心 （https://roadshow.sseinfo.com/） 会议召开方式：网络文字互动问答 会议问题征集：投资者可于 2025 年 4 月 11 日（星期五）至 4 月 17 日（星 期四）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目 （https://roadshow.sseinfo.com/ ...

| 名称 | 持有数量(万股) | 占总股本 | 增减情况 | | --- | --- | --- | --- | | | | 比例(%) | (万股) | | 中芯聚源私募基金管理(上海)有限公司-上海聚源聚芯集成电 | 600.00 | 1.04 | 退出 | | 路产业股权投资基金中心(有限合伙) | | | | | 盛美半导体设备(上海)股份有限公司 | 579.15 | 1.00 | 退出 | | 国泰君安证券资管-招商银行-国泰君安君享科创板中巨芯1号 | 534.72 | 0.93 | 退出 | | 战略配售集合资产管理计划 | | | | 三、分红送配方案情况 一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | 0.0070 | 0.0110 | -36.36 | 0.0100 | | 每股净资产（元） | 0 | 2.05 | -100 | 1.08 | | 每股公积金(元) | 1.02 | 1.02 | 0 | 0. ...

证券代码：688549 证券简称：中巨芯 公告编号：2024-044 根据中国证券监督管理委员会于 2023 年 6 月 13 日出具的《关于同意中巨芯 科技股份有限公司首次公开发行股票注册的批复》（证监许可〔2023〕1278 号）， 同意中巨芯科技股份有限公司（以下简称"公司"）首次公开发行股票的注册申 请，公司首次向社会公开发行人民币普通股（A 股）36,931.90 万股，每股发行 价格 5.18 元，募集资金总额为人民币 1,913,072,420.00 元，扣除发行费用人民币 106,322,101.94 元（不含税），实际募集资金净额为人民币 1,806,750,318.06 元。 上述募集资金已于 2023 年 9 月 1 日全部到位，经天健会计师事务所（特殊普通 合伙）审验，并出具了《验资报告》（天健验〔2023〕467 号）。公司已对上述募 集资金进行了专户存储，并与保荐机构、存放募集资金的银行签署了募集资金专 户的相关监管协议。 二、本次募集资金监管协议的签订情况和募集资金专户的开立情况 公司于 2024 年 11 月 7 日召开了公司第一届董事会第二十九次会议和第一届 监事会第十五次会 ...