思瑞浦微电子科技（苏州）股份有限公司 2025 年半年度募集资金存放与实际使用情况的专项报告 根据中国证券监督管理委员会《上市公司监管指引第 2 号——上市公司募集 资金管理和使用的监管要求》、《上海证券交易所科创板股票上市规则》以及《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》等有关规定， 现就思瑞浦微电子科技（苏州）股份有限公司（以下简称"公司"）2025 年半年 度（以下简称"报告期"）募集资金存放与实际使用情况专项说明如下： 一、募集资金基本情况 1、首次公开发行股票募集资金 根据中国证券监督管理委员会于 2020 年 8 月 18 日签发的证监许可 [2020]1824 号文《关于同意思瑞浦微电子科技（苏州）股份有限公司首次公开发 行股票注册的批复》，公司获准向境内投资者首次公开发行人民币普通股 20,000,000 股，每股发行价格为人民币 115.71 元，股款以人民币缴足，募集资金 总额为人民币 2,314,200,000.00 元。公司共计支付承销保荐费用含增值税金额计人 民币 161,901,432.00 元（不含增值税金额为人民币 152,737,200.00 元） ...

关于使用募集资金置换预先支付交易现金对价的自 筹资金的公告 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。 思瑞浦微电子科技（苏州）股份有限公司（以下简称"公司"）于 2025 年 8 月 25 日召开了第四届董事会第六次会议及第四届监事会第六次会议，审议通 过了《关于使用募集资金置换预先支付交易现金对价的自筹资金的议案》。本议 案无需提交股东会审议。现将相关情况公告如下： | 证券代码：688536 | 证券简称：思瑞浦 | 公告编号：2025-051 | | --- | --- | --- | | 转债代码：118500 | 转债简称：思瑞定转 | | 思瑞浦微电子科技（苏州）股份有限公司 一、募集资金基本情况 根据《思瑞浦微电子科技（苏州）股份有限公司发行可转换公司债券及支付 现金购买资产并募集配套资金报告书》，本次募集资金使用计划如下： 单位：人民币元 | 序号 | 项目 | 募集资金拟投入金额 | | --- | --- | --- | | 1 | 支付本次交易的现金对价及中介机构费用 | 383,380,000 ...

| 证券代码：688536 | 证券简称：思瑞浦 | 公告编号：2025-049 | | --- | --- | --- | | 转债代码：118500 | 转债简称：思瑞定转 | | 思瑞浦微电子科技（苏州）股份有限公司 第四届监事会第六次会议决议公告 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。 一、监事会会议召开情况 思瑞浦微电子科技（苏州）股份有限公司（以下简称"公司"）第四届监事 会第六次会议通知已于 2025 年 8 月 15 日发出，会议于 2025 年 8 月 25 日以现场 结合通讯表决的方式召开，应参与表决的监事 3 人，实际参与表决的监事 3 人。 本次会议由监事会主席何德军主持。会议的召集与召开符合《中华人民共和国公 司法》（以下简称"《公司法》"）和《思瑞浦微电子科技（苏州）股份有限公司章 程》（以下简称"《公司章程》"）的相关规定，表决形成的决议合法、有效。 二、监事会会议审议情况 （一）审议通过《关于<2025 年半年度报告>及其摘要的议案》 公司监事会认为： （二）审议通过《关于<2025 ...

Financial Performance - The company reported a significant increase in revenue for the first half of 2025, achieving a total of 500 million RMB, representing a 25% growth compared to the same period last year[1]. - The company's revenue for the first half of 2025 increased by 87.33% year-over-year, driven by growth in industrial, automotive, communication, and consumer electronics sectors[21]. - The company's operating revenue for the first half of the year reached ¥949,149,546.38, representing an increase of 87.33% compared to the same period last year[23]. - The net profit attributable to shareholders for the reporting period was 65.69 million RMB, marking a turnaround from a loss[22]. - Basic earnings per share for the reporting period was 0.50 RMB, compared to a loss of 0.50 RMB in the same period last year[21]. - The company achieved a 25.03% quarter-over-quarter revenue growth in Q2 2025[21]. - The net profit after excluding non-recurring gains and losses was 37.70 million RMB, indicating a significant improvement[22]. - The overall gross margin for the first half of 2025 was 46.38%, a decrease of 1.65 percentage points compared to the same period last year[57]. - The total profit for the period was ¥68,443,929.04, a significant turnaround from a loss of ¥65,056,161.85 in the previous year[23]. Market Expansion and Strategy - The company has provided a positive outlook for the second half of 2025, projecting a revenue growth of 30% year-over-year, driven by new product launches and market expansion strategies[1]. - The company is actively pursuing market expansion, targeting Southeast Asia, with plans to establish a local office by Q3 2025[1]. - A strategic acquisition of a smaller tech firm is in progress, which is anticipated to enhance the company's technological capabilities and market share[1]. - The company aims to become a platform-based analog chip design firm, leveraging its advanced technology and product quality to enter the supply chains of well-known clients across various sectors[39]. - The company plans to enhance its product development and customer service capabilities while expanding its market presence both domestically and internationally[40]. Research and Development - Research and development efforts have led to the introduction of two new product lines, expected to contribute an additional 100 million RMB in revenue over the next year[1]. - Research and development expenses accounted for 28.29% of operating revenue, a decrease of 22.67 percentage points from the previous year[21]. - Continuous investment in R&D is crucial for maintaining product competitiveness and expanding the product matrix, which is essential for sustained revenue growth[41]. - The company maintained a strong R&D investment, totaling CNY 268 million in the first half of 2025, representing a year-on-year increase of 3.98% and accounting for 28.29% of revenue[61]. - The company has applied for a total of 614 domestic invention patents and has been granted 178, establishing a strong intellectual property protection framework[61]. Operational Efficiency - The company has implemented new operational strategies aimed at improving efficiency, which are expected to reduce costs by approximately 10% in the upcoming fiscal year[1]. - The company effectively controlled the growth of expenses related to research, sales, and management, despite significant revenue increases[22]. - The company is committed to improving its operational efficiency and management practices to support its expanding business scale[42]. Financial Position and Risks - The company maintained a strong financial position with approximately 3.65 billion yuan in cash and investment balances at the end of the reporting period[57]. - The company has identified potential risks related to supply chain disruptions, which could impact production timelines and costs[1]. - The company has a high reliance on key suppliers, which poses a risk if there are adverse changes in supplier operations or capacity[87]. - The company is facing risks related to inventory impairment and goodwill impairment due to potential changes in market demand and competition[89]. Product Development - The product portfolio includes a wide range of analog and mixed-signal products, covering applications in industrial, automotive, communication, consumer electronics, and healthcare sectors[44]. - The company has launched significant new products, including a 138dB high common-mode rejection ratio amplifier and a 16-bit high-precision current output DAC for industrial applications[59]. - The company is developing new products such as DCDC switching power supplies and PoE power supplies, with plans to launch them by 2025[145]. Shareholder and Governance - The board has approved a profit distribution plan, although no dividends will be issued this period, focusing instead on reinvestment for growth[1]. - The company has established a long-term incentive mechanism to attract and retain talent, which may impact its operating performance due to equity incentive costs[90]. - The company plans to implement a stable dividend distribution policy, prioritizing cash dividends while considering sustainable development[128]. - The company will ensure that the compensation system aligns with the execution of the company's return measures[122]. Acquisitions and Partnerships - The company completed the acquisition of 100% equity in Chuangxin Micro for CNY 383 million, enhancing its strategic layout and business synergy[64]. - The company is actively pursuing business integration with Chuangxin Microelectronics and exploring new acquisition opportunities to enhance its product lines and market share[43].

| 证券代码：688536 | 证券简称：思瑞浦 | 公告编号：2025-048 | | --- | --- | --- | | 转债代码：118500 | 转债简称：思瑞定转 | | 第四届董事会第六次会议决议公告 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、董事会会议召开情况 思瑞浦微电子科技（苏州）股份有限公司（以下简称"公司"）第四届董事 会第六次会议通知已于 2025 年 8 月 15 日发出，会议于 2025 年 8 月 25 日在公司 会议室以现场结合通讯表决的方式召开。本次会议应参加董事 9 名，实际参加董 事 9 名。本次会议由董事长 ZHIXU ZHOU（周之栩）主持。会议的召集与召开 符合《中华人民共和国公司法》和《思瑞浦微电子科技（苏州）股份有限公司章 程》等相关规定，表决形成的决议合法、有效。 二、董事会会议审议情况 （一）审议通过《关于<2025 年半年度报告>及其摘要的议案》 公司董事会认为《2025 年半年度报告》及其摘要的编制和审议程序符合法 律、行政法规及中国证券监督管理委员会的 ...

思瑞浦公告，2025年上半年营业收入9.49亿元，同比增长87.33%。净利润6568.67万元，上年同期亏损 6563.85万元。 ...

Core Viewpoint - The semiconductor industry is undergoing significant transformation driven by emerging technologies such as 5G, AI, and IoT, necessitating companies to strategically focus on high-potential technology sectors while also being willing to divest from less promising areas [2][3]. Group 1: Strategic Shifts in Semiconductor Companies - Major semiconductor companies are increasingly adopting a "cut and focus" strategy, which involves exiting less profitable segments to concentrate resources on high-value areas [4][5]. - Companies like AMD, Philips, Texas Instruments, Intel, and NVIDIA have successfully transformed by implementing similar strategic shifts, demonstrating the importance of market insight and timely decision-making [4][5]. Group 2: Recent Industry Developments - Samsung, SK Hynix, and Micron have announced plans to cease DDR4 production, redirecting resources towards higher-margin products like DDR5 and HBM due to declining profitability in the DDR4 market [7][8][9][10]. - Micron has also decided to halt mobile NAND development, focusing instead on SSD and automotive NAND markets, reflecting a strategic realignment towards more profitable segments [12][13]. - Samsung's exit from MLC NAND production is driven by its marginal contribution to revenue and the shift towards more advanced NAND technologies [15]. Group 3: Company-Specific Strategic Decisions - SK Hynix has closed its CIS department to focus on high-bandwidth memory (HBM) production, capitalizing on the growing demand in AI server markets [19][20]. - TSMC has announced its exit from GaN foundry services, citing low profitability and high competition, while also planning to phase out its 6-inch wafer production to concentrate on advanced processes [21][22][23]. - NXP is closing several 8-inch wafer fabs to invest in 12-inch manufacturing, aligning with the industry's shift towards larger wafers for better efficiency and cost-effectiveness [24][25][26]. Group 4: Broader Industry Trends - The semiconductor industry is witnessing a trend of companies divesting from low-margin businesses and reallocating resources to high-potential areas such as AI and advanced manufacturing processes [46][47]. - This trend reflects a broader industry movement towards optimizing business structures and enhancing competitiveness in a rapidly evolving market landscape [46][47].

Core Viewpoint - In July, a total of 44 listed companies (including subsidiaries) on the Shanghai and Shenzhen stock exchanges invested in private equity funds, contributing to 48 funds with a total disclosed investment amount of 6.148 billion yuan, averaging 121 million yuan per investment [2][9]. Group 1: Investment Distribution - The healthcare sector had the highest investment amount among the listed companies, followed by the materials sector. Both sectors also ranked first in terms of the number of investments made [13]. - The average scale of funds participated in by listed companies decreased compared to June, indicating a continued low overall investment level [6]. - State-owned enterprises made 11 investments totaling 3.416 billion yuan, while non-state-owned enterprises made 40 investments totaling 2.732 billion yuan [8]. Group 2: Regional Distribution - Guangdong was the region with the highest number of listed companies making investments, followed by Shanghai. The investment scale from Guangdong also exceeded 2 billion yuan [3][17]. Group 3: Investment Scale Distribution - The majority of investments were over 1 billion yuan, accounting for 47.8% of the total number of investments. Investments between 1-5 billion yuan accounted for 18.5%, while only 2% of the investments were between 5-10 billion yuan [19]. Group 4: Active Companies and Investment Events - Several active companies and their investment events were highlighted, including investments in healthcare, new materials, and smart manufacturing sectors [26][27][28][32].

Group 1 - The Shanghai Composite Index is at 3783.05 points, above the five-day moving average, with a change of 0.32% [1] - The total trading volume of A-shares today is 1,080.3 billion yuan [1] - A total of 276 A-shares have prices that have surpassed the five-day moving average, with notable stocks including San Chuan Wisdom, Ping Gao Co., and Tong Hui Electronics, showing divergence rates of 13.32%, 13.23%, and 9.93% respectively [1] Group 2 - The top three stocks with the highest divergence rates from the five-day moving average are: - San Chuan Wisdom (300066) with a price increase of 20.06% and a divergence rate of 13.32% [2] - Ping Gao Co. (688227) with a price increase of 19.99% and a divergence rate of 13.23% [2] - Tong Hui Electronics (833509) with a price increase of 16.85% and a divergence rate of 9.93% [2] - Other notable stocks include Ding Tai Gao Ke (301377) with a divergence rate of 8.41% and An Fu Technology (603031) with a divergence rate of 7.32% [2]

8月21日盘中科创板股三未信安涨停，截至09:37，股价报51.70元，成交1.12亿元，换手率4.60%，振幅 17.04%。 科创板个股中，截至发稿上涨的共有430只，涨幅在10%以上的共有5只，涨幅较高的有三未信安、恒誉 环保、盛科通信-U等，分别上涨20.01%、16.36%、14.95%，下跌的有153只，跌幅较大的有利元亨、深 科达、胜科纳米，分别下跌4.45%、3.97%、3.63%。 资金面上，三未信安上一交易日主力资金净流出1039.30万元，近5日净流入647.66万元。 融资融券数据显示，该股最新（8月20日）两融余额为9072.36万元，其中，融资余额为9072.36万元，较 上一个交易日减少364.05万元，降幅为3.86%；近10日两融余额合计增加581.09万元，增幅为6.84%，其 间融资余额增长6.84%。（数据宝） 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） ...