新相微公告，公司董事会收到非独立董事唐晓琦的书面辞职报告。唐晓琦因在股东燕东微任职调整，辞 去董事及战略委员会委员职务。辞职不影响公司董事会正常运行。 ...

Core Viewpoint - The company, Xinxiangwei (688593), reported strong financial performance in Q1 2025, with significant growth in revenue and net profit, while also highlighting its strategic focus on technology innovation and market expansion in the display chip sector [2][7]. Financial Performance - In Q1 2025, the company achieved an operating revenue of 150.32 million yuan, representing a year-on-year increase of 49.95% [2][7]. - The net profit attributable to shareholders, excluding non-recurring gains and losses, was 1.77 million yuan, up 67.86% compared to the same period last year [2][7]. - The company reported a net cash flow from operating activities of 79.06 million yuan, driven by cash received from sales of goods and services amounting to 157.74 million yuan, which is a 51.49% increase year-on-year [3]. Research and Development - R&D investment for Q1 2025 was 17.81 million yuan, accounting for 11.85% of operating revenue, reflecting a 59.83% increase from the previous year [2]. - The company is actively developing new products, including MOLED display driver chips and touch control chips for various applications, indicating a commitment to technological innovation [2]. Strategic Initiatives - The company is pursuing a "domestic substitution" strategy, focusing on strengthening its supply chain and enhancing collaboration with domestic partners to mitigate the impact of global semiconductor market changes [4]. - The acquisition of Shenzhen Aisheng Technology Co., Ltd. is expected to create synergies in product categories, technology development, and customer resources, enhancing the company's competitive position in the display chip market [5][6]. Market Position and Future Outlook - The company maintains a reasonable inventory level and has established stable strategic partnerships with key wafer foundry collaborators, ensuring efficient supply chain management [8]. - The company is also exploring opportunities in the drone sector, with new technologies being developed for aerial imaging, which could open new growth avenues [6]. - The overall development strategy focuses on multi-screen and multi-terminal collaborative development, aiming to enhance product competitiveness in the smart interconnect era [6].

Investment Rating - The report maintains an "Accumulate" rating for the company [2][5]. Core Views - The company has shown a significant increase in revenue and has turned its net profit positive in Q1 2025, indicating a performance inflection point [3][8]. - The company is actively expanding its product matrix, including AMOLED DDIC, touch chips, automotive display timing control chips, and micro-display products for AR glasses [3][8]. - A strategic acquisition of Aisheng is planned to enhance the company's industrial ecosystem and R&D capabilities [3][8]. Financial Summary - The company’s revenue is projected to grow from RMB 480 million in 2023 to RMB 1,542 million by 2027, reflecting a compound annual growth rate (CAGR) of approximately 34.2% [7]. - The net profit is expected to recover from a loss of RMB 28 million in 2024 to RMB 151 million in 2027, with a significant growth rate of 226.2% in 2025 [7]. - The estimated earnings per share (EPS) for 2025 is revised down to RMB 0.06, with further increases expected to RMB 0.33 by 2027 [5][7]. Market Performance - The company's stock has shown a year-to-date increase of 5.5% and a 12-month increase of 83.2%, outperforming the Shanghai Composite Index [2]. - The total market capitalization of the company is approximately RMB 8.48 billion as of May 7, 2025 [2]. Product Development - The company is focusing on new product development in the display driver chip market, which is expected to see a gradual recovery, with a global market size of approximately USD 11.13 billion in 2024 [8]. - The company’s R&D expenses are projected to increase by 15% year-on-year, indicating a commitment to innovation and product development [8].

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： 证券代码：688593 证券简称：新相微 公告编号：2025-040 上海新相微电子股份有限公司 以集中竞价交易方式回购公司股份的进展公告 截至 2025 年 4 月 30 日，公司通过上海证券交易所系统以集中竞价交易方式 累计回购公司股份 333.1905 万股，占公司总股本 45,952.9412 万股的比例为 0.73%， 回购成交的最高价为 22.50 元/股，最低价为 7.97 元/股，支付的资金总额为人民 币 45,681,324.90 元（不含交易佣金等交易费用）。 上述回购进展符合相关法律法规及公司回购股份方案的规定。 三、其他事项 公司将严格按照《上市公司股份回购规则》《上海证券交易所上市公司自律监 管指引第 7 号——回购股份》等相关规定，在回购期限内根据市场情况择机做出 | 回购方案首次披露日 | 2024/2/21，由公司实际控制人、董事长、总经理提议 | | | | | | | | --- | --- | --- | --- | -- ...

证券代码：688593 证券简称：新相微 公告编号：2025-041 上海新相微电子股份有限公司 监事会关于公司2024年限制性股票激励计划 预留授予激励对象名单的核查意见及公示情况说明 本公司监事会及全体监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。 上海新相微电子股份有限公司（以下简称"公司"）于2025年4月24日召开第 二届董事会第七次会议与第二届监事会第七次会议，审议通过了《关于向2024 年限制性股票激励计划激励对象授予预留限制性股票的议案》。根据《上市公司 股权激励管理办法》（以下简称"《管理办法》"）等相关法律法规的规定，公 司对2024年限制性股票激励计划（以下简称"本次激励计划"）预留授予激励对 象名单在公司内部进行了公示。监事会结合公示情况对预留授予激励对象名单进 行了核查，相关公示情况及核查情况如下： 一、公示情况及核查方式 （一）公司对激励对象的公示情况 公司于2025年4月26日在上海证券交易所网站（www.sse.com.cn）披露了《新 相微关于向2024年限制性股票激励计划激励对象授予预留限制性股票的公告》 ...

中国国际金融股份有限公司 关于上海新相微电子股份有限公司 2024 年度持续督导跟踪报告 根据《证券发行上市保荐业务管理办法》《上海证券交易所科创板上市公司自 律监管指引第 1 号——规范运作》等有关法律、法规的规定，中国国际金融股份 有限公司（以下简称"保荐机构"）作为上海新相微电子股份有限公司（以下简称 "新相微"或"公司"）持续督导工作的保荐机构，负责新相微上市后的持续督导工作， 并出具本持续督导跟踪报告。 一、持续督导工作情况 | 序号 | 工作内容 | 持续督导情况 | | --- | --- | --- | | | 建立健全并有效执行持续督导工作 | 保荐人已建立健全并有效执行了持续督导制 | | 1 | 制度，并针对具体的持续督导工作 | 度，并制定了相应的工作计划 | | | 制定相应的工作计划 | | | | 根据中国证监会相关规定，在持续 | | | | 督导工作开始前，与上市公司或相 | 保荐人已与新相微签订保荐协议，该协议明 | | 2 | 关当事人签署持续督导协议，明确 | 确了双方在持续督导期间的权利和义务，并 | | | 双方在持续督导期间的权利义务， | 报上海证券交易所备案 ...

证券代码：688593 证券简称：新相微 公告编号：2025-039 上海新相微电子股份有限公司 近日，重庆两江新显已在中国证券投资基金业协会完成备案手续并取得《私 募投资基金备案证明》，备案信息如下： 公司将持续关注重庆两江新显的进展情况，严格按照相关法律法规及时履行 1. 基金名称：重庆两江新显创业投资基金合伙企业（有限合伙）； 2. 管理人名称：国科东方（上海）私募基金管理有限公司； 3. 托管人名称：兴业银行股份有限公司； 4. 备案日期：2025 年 4 月 28 日； 5. 备案编码：SAWU31 信息披露义务，敬请广大投资者注意投资风险。 特此公告。 上海新相微电子股份有限公司董事会 关于参与投资的产业基金完成基金备案进展公告 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、 对外投资概述 上海新相微电子股份有限公司(以下简称"公司")于 2025 年 2 月 10 日召开 了第二届董事会第五次会议和第二届监事会第五次会议审议通过了《关于拟与专 业机构共同投资设立产业基金的议案》，同意公司子公司上海新相技 ...

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 特朗普放松汽车关税政策，或考虑将AI芯片作为谈判新筹码 美国务卿再度暗示退出俄乌和谈，普京坚持要求控制乌克兰的4个地区 我国将开展市场准入壁垒清理整治行动 事关"中概股回流"，港交所与香港证监会已出动 市场盘点 周二，在美国贸易协议希望的支撑下，美元指数震荡走高，重回99关口上方，最终收涨0.28%，报99.21。美债收益率在美国经济数据表现不佳后急挫，基准 的10年期美债收益率收报4.181%；对货币政策更敏感的两年期美债收益率收报3.656%。 随着避险情绪有所降温，现货黄金回调，盘中一度失守3000美元大关，最终收跌0.81%，报3317.25美元/盎司。现货白银先涨后跌，美盘回吐日内全部涨 幅，最终收跌0.69%，报32.93美元/盎司。 由于美国经济数据显现出的压力迹象打击了需求前景，国际原油大跌。WTI原油跌跌不休，接连下破61、60两道关口，最终收跌2.84%，报59.93美元/桶， 创近三周新低；布伦特原油收跌2.48%，报63美元/桶。 美股三 ...

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Core Viewpoint - A-shares experienced slight fluctuations with the Shanghai Composite Index down by 0.05%, while the Shenzhen Component and ChiNext Index also saw minor declines, indicating a mixed market sentiment [1] Market Performance - The three major A-share indices showed narrow fluctuations, with the Shanghai Composite Index falling by 0.05%, the Shenzhen Component down by 0.05%, and the ChiNext Index decreasing by 0.13% [1] - Over 3,500 stocks in the market rose, with total trading volume exceeding 1 trillion yuan [1] Sector Highlights - The PEEK materials sector saw significant gains, with stocks such as Jusheng Technology, Xinhan New Materials, Zhongxin Fluorine Materials, and Dayang Biological all hitting the daily limit [1] - The semiconductor sector strengthened in the afternoon, with Zhaoyi Innovation reaching the daily limit and companies like Xidi Micro and New Xiang Micro rising over 10% [1] - The power sector experienced a pullback, with stocks like Shaoneng Co., Leshan Electric Power, and Xichang Electric Power hitting the daily limit down [1] - Other sectors that performed well included chemicals, robotics, automotive parts, and AI medical concepts, while shipping, cross-border payments, and liquor sectors faced declines [1]