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FORTIOR(01304) - 全球发售
2025-06-29 22:10
FORTIOR TECH Fortior Technology(Shenzhen)Co., Ltd. 峰岹科技(深圳)股份有限公司 ﹙於中華人民共和國註冊成立的股份有限公司﹚ 股份代號:1304 全球發售 獨家保薦人、保薦人兼整體協調人、整體協調人、 聯席全球協調人、聯席賬簿管理人及聯席牽頭經辦人 整體協調人、聯席全球協調人、 聯席賬簿管理人及聯席牽頭經辦人 Fortior Technology(Shenzhen)Co., Ltd. 峰岹科技深圳 ( 股份有限公司 ) Fortior Technology(Shenzhen)Co., Ltd. 峰岹科技(深圳)股份有限公司 重要提示 閣下如對本招股章程任何內容有任何疑問,應諮詢獨立專業意見。 Fortior Technology (Shenzhen) Co., Ltd. 峰岹科技(深圳)股份有限公司 (於中華人民共和國註冊成立的股份有限公司) 全球發售 | 全球發售項下發售股份數目 | : | 16,299,500股H股(視乎發售量調整權及超額配 | | --- | --- | --- | | | | 股權行使與否而定) | | 香港發售股份數目 | : | ...
豪威集团累赚137亿股价涨23倍 “芯片首富”捐建大学获批今秋招生
Chang Jiang Shang Bao· 2025-06-23 08:47
Group 1: Establishment of Dongfang University - The Ministry of Education has approved the establishment of Dongfang University in Ningbo, which is positioned as a new research-oriented university focusing on basic research and engineering technology [3][4] - The university will initially offer four undergraduate programs: Mathematical Sciences, Intelligent Manufacturing Engineering, Electronic Science and Technology, and Computer Science and Technology, with plans to enroll students in Zhejiang province this year [3][4] Group 2: Funding and Contributions - The university was funded by Yu Renrong, known as China's "chip king," who has donated over 300 billion yuan for its establishment [3][4] - Yu Renrong's contributions include 1 billion shares of his company, which were valued at approximately 250 billion yuan at the time of donation, along with an additional 100 billion yuan for infrastructure and operational costs [4][5] Group 3: Performance of OmniVision Technologies - OmniVision Technologies, controlled by Yu Renrong, has shown strong recovery in profitability, with projected earnings exceeding 3.3 billion yuan in 2024 and a first-quarter profit of 866 million yuan, marking a 55% increase year-on-year [6][7] - The company has become one of the top three suppliers of CMOS image sensors globally, following significant acquisitions and investments in research and development [6][7] Group 4: Market Performance - Since its listing, OmniVision Technologies has seen its stock price increase approximately 23 times, with a market capitalization of around 151.6 billion yuan [8][9] - The company's stock closed at 169.91 yuan per share on June 20, 2023, significantly up from its initial offering price of 7.02 yuan [8]
兆易创新闯关港交所上市:业绩复苏明显,大手笔股权激励胡洪等人
Sou Hu Cai Jing· 2025-06-22 09:35
Core Viewpoint -兆易创新科技集团股份有限公司 (GigaDevice) has submitted its prospectus for a listing on the Hong Kong Stock Exchange, aiming to become another "A+H" listed company, following its initial public offering (IPO) on the Shanghai Stock Exchange in 2016 [1][3]. Company Overview - GigaDevice was established in April 2005 and is headquartered in Beijing, with a registered capital of approximately 660 million RMB. The company primarily focuses on integrated circuit design and research, adopting a fabless business model [3][5]. - The company offers a diverse range of chip products, including Flash, niche DRAM, MCU, analog chips, and sensor chips, along with corresponding algorithms and software solutions [5]. Financial Performance - GigaDevice's revenue for 2022, 2023, and 2024 was approximately 8.13 billion RMB, 5.76 billion RMB, and 7.36 billion RMB, respectively. The gross profit for the same years was about 3.70 billion RMB, 1.75 billion RMB, and 2.62 billion RMB, while the net profit was approximately 2.05 billion RMB, 161 million RMB, and 1.10 billion RMB [6][9]. - The company experienced a significant revenue decline of 29.14% in 2023 compared to 2022, with net profit dropping by 92.15% due to a substantial decrease in product prices [8][9]. Market Position - According to a report by Frost & Sullivan, GigaDevice is the only integrated circuit design company globally ranked in the top ten across NOR Flash, SLC NAND Flash, niche DRAM, and MCU sectors as of 2024 [5]. - In 2023, the company shipped 3.12 billion units of products, marking a year-on-year increase of 12.98%. However, the average selling price across all product lines declined, leading to a drop in gross margin from 47.66% to 34.42% [9][11]. Future Outlook - GigaDevice anticipates a recovery in performance for 2024, projecting a revenue increase of 27.69% to 7.36 billion RMB and a net profit growth of 584.21% to 1.10 billion RMB, driven by improved market demand and inventory replenishment [9][10]. - Despite the anticipated growth, the company's revenue and net profit for 2024 remain below the levels achieved in 2022 [11].
兆易创新年入74亿赴港IPO:股价曾应声下跌,“私募大佬”葛卫东位列股东
Sou Hu Cai Jing· 2025-06-20 10:03
Core Viewpoint - Zhaoyi Innovation Technology Group Co., Ltd. has submitted its IPO application to the Hong Kong Stock Exchange, aiming to expand its capital base and enhance its market presence in the semiconductor industry [1]. Financial Performance - The company reported revenues of RMB 81.3 billion, RMB 57.61 billion, and RMB 73.56 billion for the years 2022, 2023, and 2024, respectively [1][2]. - The net profit attributable to equity shareholders was RMB 20.53 billion, RMB 1.61 billion, and RMB 11.03 billion for the same years [1][2]. - Gross profit margins were 45.5%, 30.3%, and 35.7% for 2022, 2023, and 2024, respectively [2]. Business Model and Product Offering - Zhaoyi Innovation operates under a fabless business model, focusing on the design and development of integrated circuits [1]. - The company offers a diverse range of chip products, including Flash, niche DRAM, MCU, analog chips, and sensor chips, along with corresponding algorithms and software solutions [1]. Market Position and Shareholder Information - The company was founded in April 2005 by Chairman Zhu Yiming and went public on the Shanghai Stock Exchange in August 2016, with a current market capitalization of RMB 80 billion [3]. - Zhu Yiming holds a 6.89% stake in the company, while notable shareholder Ge Weidong holds 2.82% [6][9]. IPO Context and Market Reaction - Following the announcement of its IPO plan on May 20, 2023, Zhaoyi Innovation's stock price experienced a decline of 6.54% on May 21, indicating potential market volatility related to the IPO [10]. - The company acknowledged that the stock price performance may be influenced by its capital operations related to the dual listing, but emphasized that long-term performance and growth remain the focus [10].
兆易创新正式递表港交所,开启A+H双资本市场布局
Ju Chao Zi Xun· 2025-06-20 02:50
Core Viewpoint - Zhaoyi Innovation has submitted an application for the issuance of H shares and listing on the Hong Kong Stock Exchange, highlighting its position as a leading global multi-chip design company specializing in various chip products and solutions [2] Company Overview - Zhaoyi Innovation is a global leader in multi-chip design, providing diverse chip products including Flash, niche DRAM, MCU, analog chips, and sensor chips, along with corresponding algorithms and software solutions [2] - The company operates under a fabless business model, focusing on integrated circuit design and R&D to maintain technological leadership [2] - Established in 2005, Zhaoyi Innovation has spent 20 years in the specialized storage chip industry and 14 years in the MCU field, becoming a leading enterprise in China for specialized storage chips and MCUs [2] Market Position - According to Frost & Sullivan, Zhaoyi Innovation is a market leader in multiple fields, being the only integrated circuit design company globally ranked in the top ten for NOR Flash, SLC NAND Flash, niche DRAM, and MCU [2] - Specific rankings include: - NOR Flash: Second globally, first in mainland China [3] - SLC NAND Flash: Sixth globally, first in mainland China [3] - Niche DRAM: Seventh globally, second in mainland China [3] - MCU: Eighth globally, first in mainland China [4] - Fingerprint sensor chips: Second in mainland China [5] Financial Performance - Revenue figures for Zhaoyi Innovation are as follows: - 2022: RMB 8,130 million - 2023: RMB 5,760.8 million - 2024: RMB 7,356 million [5] - Adjusted net profit (non-IFRS) for the same years: - 2022: RMB 2,256.1 million, net profit margin of 27.7% - 2023: RMB 258.3 million, net profit margin of 4.5% - 2024: RMB 1,259.9 million, net profit margin of 17.1% [5] R&D Investment - Zhaoyi Innovation emphasizes R&D to meet complex market demands, with R&D expenditures as follows: - 2022: RMB 935.6 million (11.5% of total revenue) - 2023: RMB 990.0 million (17.2% of total revenue) - 2024: RMB 1,122.4 million (15.3% of total revenue) [5] - As of December 31, 2024, the company holds 1,059 patents, 195 registered trademarks, 62 copyrights, and 3 domain names [5]
共享基经丨与AI一起读懂ETF(十九):科创芯片、科创半导体主题,有何不同?
Mei Ri Jing Ji Xin Wen· 2025-06-18 09:28
Core Viewpoint - The article discusses the performance and characteristics of two indices related to the semiconductor sector on the STAR Market, namely the STAR Chip Index and the STAR Semiconductor Materials and Equipment Index, highlighting their differences and similarities in terms of sample selection, industry focus, top-weighted stocks, performance, and valuation levels [1][16]. Group 1: Differences - Sample Selection: The STAR Chip Index includes 50 stocks related to semiconductor materials, equipment, chip design, manufacturing, and testing, with an average market capitalization of approximately 235 billion yuan. In contrast, the STAR Semiconductor Materials and Equipment Index consists of 30 stocks focused on semiconductor materials and equipment, with an average market capitalization of about 149 billion yuan [1][2][3]. - Industry Focus: The STAR Chip Index emphasizes the chip design segment, with over 50% weight in integrated circuit design, while the STAR Semiconductor Materials and Equipment Index focuses on semiconductor materials and equipment, with over 50% weight in semiconductor equipment [4][6]. - Top Ten Weights: The cumulative weight of the top ten stocks in the STAR Chip Index is 58.42%, with companies like Haiguang Information and SMIC having weights exceeding 8%. The STAR Semiconductor Materials and Equipment Index has a cumulative weight of 72.42% for its top ten stocks, with companies like Hu Silicon Industry and Hwa Hai Qing Ke also exceeding 8% [8][10]. Group 2: Performance and Valuation - Index Performance: Over the past year to five years, the STAR Chip Index has outperformed the STAR Semiconductor Materials and Equipment Index. However, the STAR Chip Index has shown slightly higher volatility in the past year, while the latter has had higher annualized volatility over three and five years [11][12]. - Valuation Levels: The STAR Chip Index's price-to-book ratio has risen to above the historical 70th percentile, indicating a high valuation, whereas the STAR Semiconductor Materials and Equipment Index remains around the historical 30th percentile, reflecting a significant difference in market perception between chip design and manufacturing segments [13][16]. Group 3: Similarities - Sample Space: Both indices consist of stocks listed on the STAR Market, requiring a listing period of over six months and excluding stocks with delisting risk warnings, ensuring a focus on established companies [17]. - Industry Category: Both indices belong to the semiconductor industry theme, representing a detailed depiction of the semiconductor sector on the STAR Market, which includes many leading companies in this field [17].
盈方微(000670) - 000670盈方微投资者关系管理信息20250612
2025-06-12 11:05
证券代码:000670 证券简称:盈方微 4、什么时候业绩才能由亏转赢呀,业绩一直这样会不会 st? 谢谢您对公司的关注!公司仍将持续专注主营业务,不断提 升核心竞争力,以市场发展为导向,持续做好经营管理工作,努 力提升经营业绩。 5、公司连续多年净利润为负,请问公司实际经营状况如何, 如何扭亏为盈,有没有 ST 的风险,请回答,谢谢 谢谢您对公司的关注!公司将继续加大对分销业务资源投 入,不断拓展布局新的产品线,进一步优化公司的产品结构,以 更加丰富的产品体系满足客户多样化的市场需求,同时,公司将 继续强化客户的主动服务意识,针对不同客户制定相应的服务策 略,以实现更加优质的服务和高度的客户忠诚度;将根据市场发 展动态适时开展新项目的立项,加速推进项目的产品化进程;将 继续探索科学、多样化的人才与薪酬激励机制,健全公司薪酬管 理体系,打造具备优秀凝聚力的人才队伍。 盈方微电子股份有限公司 投资者关系活动记录表 编号:2025-002 | | □特定对象调研□ 分析师会议 | | --- | --- | | 投资者关系 | □ 媒体采访□业绩说明会 | | 活动类别 | □ 新闻发布会□ 路演活动 | | | ...
中颖电子拟易主基金连续三个季度减仓 市场竞争加剧净利三年连降研发缩水
Chang Jiang Shang Bao· 2025-06-09 23:36
Group 1 - The core point of the news is that Zhongying Electronics (300327.SZ), a leading company in the domestic MCU market, is facing a potential change in control as its major shareholder, Weilang International Group, is planning to change the company's control rights [1] - Weilang International currently holds 18.49% of Zhongying Electronics' shares, while the actual controller, Fu Qiming, indirectly holds 14.42% [1] - Zhongying Electronics specializes in the design and sales of integrated circuit products, adopting a fabless business model, and was listed on the A-share market in June 2012 [1] Group 2 - Since its listing, Zhongying Electronics has actively expanded its product offerings, which include industrial MCUs, battery management chips, AMOLED display driver chips, and automotive MCUs [2] - The revenue from industrial MCUs has accounted for nearly 60% of the company's total revenue, while battery management chips contribute around 30% [3] - From 2013 to 2021, Zhongying Electronics experienced continuous growth in both revenue and net profit attributable to shareholders, but since 2022, revenue has stagnated, and net profit has declined for three consecutive years [3] Group 3 - In the first quarter of this year, Zhongying Electronics reported revenue of 319 million yuan, a slight increase of 0.05% year-on-year, while net profit attributable to shareholders was 15.56 million yuan, a decrease of 50.08% year-on-year [3] - Despite the decline in performance, the company's financial condition remains strong, with a debt-to-asset ratio of 19.94% and cash and financial assets totaling 438 million yuan as of the end of the first quarter [3] - The company has distributed a total of 1.107 billion yuan in cash dividends since its listing, with an average dividend payout ratio of 56.19% [4] Group 4 - However, the company's R&D investment has been decreasing in recent years, with 323 million yuan in 2022 and projected investments of 318 million yuan and 300 million yuan for 2023 and 2024, respectively [4] - The R&D investment is still significant, accounting for 22.34% of revenue in 2024 [4] - Fund holdings in Zhongying Electronics have been continuously reduced, with a total of 3.9636 million shares held by funds as of the end of the first quarter, down from 12.7545 million shares by the end of June 2024 [4]
芯原微电子申请请求合并方法、单元及芯片专利,减少合并单元占用的芯片面积
Sou Hu Cai Jing· 2025-06-07 08:42
金融界2025年6月7日消息,国家知识产权局信息显示,芯原微电子(上海)股份有限公司、芯原微电子 (海南)有限公司、芯原科技(上海)有限公司、芯原微电子(南京)有限公司、芯原微电子(成都) 有限公司申请一项名为"请求合并方法、单元及芯片"的专利,公开号 CN120112892A,申请日期为 2023 年09月。 专利摘要显示,本申请提供一种请求合并方法、单元及芯片,涉及芯片设计领域。请求合并单元包括: 多路选择器,被配置为从待合并的多个请求中确定目标请求,所述目标请求为所述多个请求中按预设条 件选取的一个请求;比较器组,与所述多路选择器连接,被配置为将所述目标请求分别与所述多个请求 进行对比,确定所述多个请求中与所述目标请求重复的重复请求;第一逻辑电路,与所述多路选择器连 接,用于向所述多路选择器输出所述多个请求中除所述重复请求和所述目标请求之外的其余请求,以重 复对比过程,直至所述多个请求均完成对比;所述多路选择器还被配置为将所述目标请求输出至所述请 求合并单元之外。 天眼查资料显示,芯原微电子(上海)股份有限公司,成立于2001年,位于上海市,是一家以从事软件 和信息技术服务业为主的企业。企业注册资本49 ...
芯片公司,一年买EDA要花多少钱?
是说芯语· 2025-06-04 00:43
Core Viewpoint - The article summarizes the EDA (Electronic Design Automation) tool expenditures mentioned in the 2024 financial reports of 15 listed SoC/MCU/ASIC chip design companies, indicating that EDA expenses are relatively low, around 1% of total R&D costs, but are crucial for chip design [1]. Group 1: EDA Expenditures - Few companies disclose EDA tool expenses in their annual reports, and the disclosed amounts are generally low compared to overall R&D expenses [1]. - EDA tools are essential in chip design, akin to physical education in school exams, where despite low scoring weight, failing to meet standards can prevent entry into prestigious institutions [1]. - Companies like 瑞芯微 reported a significant increase of 294.58% in long-term payables due to increased EDA tool purchases [1][2]. Group 2: Company-Specific Insights - 中科蓝讯 reported EDA tool payables with a year-end balance of 5,309,734.52 yuan, down from 6,163,510 yuan at the beginning of the period [2][3]. - 普冉半导体 noted a 77% increase in intangible assets attributed to new EDA and IP purchases [5]. - 炬芯科技 indicated a 217% increase in other payables, primarily due to increased EDA tool procurement [7]. - 国民技术 reported EDA tool amortization of 370,000 yuan in long-term deferred expenses [14]. Group 3: Government Support and Risks - 晶晨股份 received government subsidies for EDA innovation applications [9]. - Several companies, including 恒玄科技 and 国科微, mentioned risks associated with EDA in their reports [13][16]. - 北京君正 received multiple EDA-related subsidies, highlighting government support for the industry [16].