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卓胜微创始人团队减持
半导体行业观察· 2025-05-19 01:27
Core Viewpoint - The article discusses the planned share reduction by the actual controller and concerted actors of the semiconductor giant Zhaoshengwei, which may impact investor sentiment and the company's stock performance [1][2]. Group 1: Shareholder Information - The actual controller and concerted actors, including Xu Zhihan, Feng Chenhui, and Yi Gebing, hold a total of 108,621,917 shares, accounting for 20.32% of the company's total share capital [2]. - They plan to reduce their holdings by up to 5,345,475 shares, which represents 1% of the total share capital, within three months after the announcement [2]. Group 2: Company Background - Zhaoshengwei was founded by Xu Zhihan, a Tsinghua University graduate, who returned to China in 2002 to enter the embedded CPU industry and later established the company focusing on semiconductor design [3]. - Initially, Zhaoshengwei targeted the terrestrial and mobile TV chip markets but later pivoted to RF switches after facing challenges in the CMMB market [3]. Group 3: Financial Performance - In 2024, Zhaoshengwei reported revenue of 4.487 billion yuan, a year-on-year increase of 2.48%, while the net profit attributable to shareholders was 402 million yuan, down 64.20% year-on-year [4]. - The first quarter of 2024 saw a revenue decline of 36.47% to 756 million yuan, with a net loss of 46.62 million yuan compared to a profit of 198 million yuan in the same period last year [4]. Group 4: Strategic Developments - Zhaoshengwei has established an advanced 6-inch filter production line, achieving a shipment of 100,000 pieces, and is set to enter mass production of its 12-inch RF switch and low-noise amplifier production line in the second quarter of 2024 [4]. - The company is also investing in 3D stacking packaging innovations to enhance performance, cost, and area efficiency [4].