Core Viewpoint - The company, Yongxi Electronics, reports that AIoT revenue accounts for nearly 70% of its total revenue, indicating a strong focus on innovation-driven growth in this sector [1] Group 1: Revenue Breakdown - AIoT revenue constitutes approximately 70% of total revenue, with expectations for continued growth driven by increased penetration of new application scenarios under AI [1] - PA revenue accounts for about 10%, with future focus on PAMiF and PAMiD module products [1] - Security revenue also represents around 10%, showing stable overall growth [1] - Revenue from computing and automotive-grade products combined accounts for about 10%, with anticipated rapid growth in these areas due to the development of domestic automotive design companies and localization strategies of overseas automotive giants [1]

证券日报网1月21日讯，甬矽电子在接受调研者提问时表示，稼动率方面，目前一季度公司整体稼动率 将维持在较高水平；订单方面，中国台湾地区头部封测企业因产能紧张，将消费类封装产能转向至 AI/HPC等产品，导致消费类电子订单外溢，总体上公司对于2026年的订单预期较为乐观。 ...

Group 1 - The core viewpoint of the article is that Yongxi Electronics is making progress in establishing its overseas subsidiaries in Singapore and Malaysia, with ongoing construction of overseas factories aimed at serving major international clients [1] Group 2 - The company has confirmed the establishment of its subsidiaries in Singapore and Malaysia, indicating a strategic move to expand its international presence [1] - The construction of overseas factories is progressing steadily, which suggests a commitment to enhancing production capabilities for global customers [1]

证券日报网1月21日讯，甬矽电子在接受调研者提问时表示，2026年全年折旧的绝对金额预计相比2025 年仍会上涨。未来随着原有投资设备折旧期陆续到期，折旧压力缓解，利润空间有望逐步释放，对整体 盈利能力产生积极影响。 ...

Group 1 - The core viewpoint of the article indicates that Yongxi Electronics expects an increase in capital expenditure in 2026 compared to 2025, focusing on expanding existing product lines, introducing new customer products, wafer-level packaging, and 2.5D and FC products [1]

证券日报网1月21日讯，甬矽电子在接受调研者提问时表示，公司2.5D封装产线于2024年四季度通线， 目前正在和相关客户做产品验证。但由于2.5D封装产品工艺复杂，验证周期较长，实现稳定量产需要一 定时间。产能方面，公司后续会根据国产先进制程产能释放节奏进行扩产。 ...

证券日报网1月21日讯，甬矽电子在接受调研者提问时表示，2026年Q1的客户需求Forecast相对较为旺 盛，整体呈现淡季不淡的特点。 ...

Group 1 - The core point of the article is that Yongxi Electronics (688362.SH) announced a significant reduction in the holdings of its convertible bonds by five major shareholders [1] - From January 16 to January 21, 2026, these shareholders collectively reduced their holdings of "Yongxi Convertible Bonds" by 1.2298 million units, which represents 10.56% of the total issuance of these bonds [1]

Group 1 - The core point of the article is that Yongxi Electronics announced a reduction in its convertible bonds by its controlling shareholder and actual controller, which may impact the company's capital structure and investor sentiment [1] Group 2 - From January 16 to January 21, 2026, the controlling shareholder Zhejiang Yongshun Semiconductor Co., Ltd., along with actual controller Wang Shunbo and their concerted actions, will reduce their holdings of Yongxi convertible bonds by 1.2298 million bonds, accounting for 10.56% of the total issuance [1] - After the reduction, the controlling shareholder, actual controller, and their concerted actions will hold a total of 2.5081 million Yongxi convertible bonds, representing 21.53% of the total issuance [1]

（以下简称"宁波甬鲸"）配售"甬矽转债"439,040张、宁波鲸芯企业管理咨 询合伙企业（有限合伙）（以下简称"宁波鲸芯"）配售"甬矽转债"418,310 张、宁波鲸舜企业管理咨询合伙企业（有限合伙））（以下简称"宁波鲸舜"） 配售"甬矽转债"283,430 张。综上，公司控股股东、实际控制人及其一致行动 人合计配售"甬矽转债" 3,737,920 张，约占"甬矽转债"发行总量的32.09%。 二、可转债持有变动情况 公司于2026年1月21日接到甬顺芯、王顺波、宁波甬鲸、宁波鲸芯、宁波鲸 舜的告知函，获悉自2026年1月16日至2026年1月21日期间，上述五位持有人通 | 证券代码：688362 | 证券简称：甬矽电子 | 公告编号：2026-006 | | --- | --- | --- | | 债券代码：118057 | 债券简称：甬矽转债 | | 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、可转债基本情况及配售情况 经中国证券监督管理委员会《关于同意甬矽电子（宁波）股份有限公司向 不特定对象发行可转换公司 ...