活动现场，南京信息工程大学技术转移中心浦口经开区分中心、江苏省气象探测与信息处理重点实验室 相继揭牌。随后，浦口经济开发区创新港微纳光子集成传感实验室和集成电路封装实验室举行动工仪 式。签约仪式上，南京科略环境科技有限责任公司、晟矽微电子(南京)有限公司分别就"VOC自动质控 的AI算法研究""基于MC32F7132的IH电磁加热系统研究"项目与南京信息工程大学签署产学研协议；中 茵微电子(南京)有限公司等企业与南京信息工程大学签署专利许可、平台共建等协议。 吴晓倩李丽 近日，南信大.浦口经开区创新港技术转移赋能产业发展现场推进会圆满结束，活动以"研产贯通促转 化，协同创新启新局"为主题，旨在打通技术转移关键堵点，推动科技成果转化和产业化，助力新质生 产力发展。 去年3月，浦口经济开发区与南京信息工程大学签约共建"浦口经开区创新港"，一年时间已吸引集成电 路、人工智能等6个学院入驻。在园区"百校对接"计划专员的积极沟通协调下，促成了技术转移中心设 立、重点实验室入驻以及一系列项目合作。本次推进会不仅展现了校地双方推动研产贯通的阶段性成 果，更是开启了校地企合作共赢的新篇章。在科技镇长团长期的支持协助下，众多优 ...

集成电路技术中心（有限合伙）、南通圣乐企业管理合伙企业（有限合伙）、上海 芯乐集成电路技术中心（有限合伙）、南通圣喜企业管理合伙企业（有限合伙）； 议案 8，关联股东：鞠建宏、郑慧、上海芯溪集成电路技术中心（有限合伙）、 南通圣乐企业管理合伙企业（有限合伙）、上海芯乐集成电路技术中心（有限合 伙）、南通圣喜企业管理合伙企业（有限合伙）；议案 12，关联股东：鞠建宏、 郑慧、上海芯溪集成电路技术中心（有限合伙）、南通圣乐企业管理合伙企业（有 限合伙）、上海芯乐集成电路技术中心（有限合伙）、南通圣喜企业管理合伙企业 （有限合伙）；议案 15，关联股东：鞠建宏、郑慧、上海芯溪集成电路技术中心 （有限合伙）、南通圣乐企业管理合伙企业（有限合伙）、上海芯乐集成电路技术 中心（有限合伙）、南通圣喜企业管理合伙企业（有限合伙）。 三、 律师见证情况 律师：舒伟佳、强婧仪 综上所述，本所律师认为，公司本次会议的召集、召开程序符合法律、行政 法规、规章、规范性文件、《股东会规则》及《公司章程》的规定，本次会议的 召集人和出席会议人员的资格以及本次会议的表决程序和表决结果均合法有效。 特此公告。 | 证券代码：688381 证券 ...

消息方面，截至5月9日，科创板110余家集成电路行业公司均已完成一季报披露，合计实现营收721.82亿元，同比增长24%；实现归母净利润44.79亿元，同 比增长73%。随着自主可控持续推进，以及下游AI、物联网、消费和泛工业需求逐步恢复，行业收入、利润大幅增长，延续去年第四季度的增势，芯片设 计、半导体设备、晶圆制造等领域表现亮眼。其中，芯片产品环节业绩增长显著，服务器、CPU等通用芯片、光芯片公司呈高速增长态势。2025年第一季 度，70余家芯片产品公司合计实现营收309.69亿元，同比增长24%，超7成公司营收增长；实现归母净利润20.56亿元，同比增长126%，超半数公司净利润增 长。 截至2025年5月9日 14:07，上证科创板综合指数(000680)下跌1.55%。成分股方面涨跌互现，航天南湖领涨20.00%，霍莱沃上涨8.29%，海创药业上涨 6.20%；华虹公司领跌8.85%，精进电动下跌8.20%，亚信安全下跌7.63%。科创综指ETF华夏(589000)午盘后逐步回调中，下跌1.56%，最新报价0.95元。 流动性方面，科创综指ETF华夏盘中换手7.15%，成交2.23亿元。拉长时间看， ...

计算机行业 2024 年&2025Q1 业绩综述：费用持续优化， 需求缓慢复苏 20250505 摘要 • 2024 年软件行业营收虽同比增长 3.70%，但 2025 年 Q1 下滑 11%，需 求侧显著恶化，公共软件领域承压，需关注国产替代的结构性机会。 • 2024 年信创板块营收同比下降 1.669%，但 2025 年 Q1 出现季节性正增 长，预计 Q2 增速将上行，中美竞争加速软件自主生态构建，后续发展可 期。 • 2024 年政务 IT 同比下滑 18.3%，2025 年 Q1 大幅下滑 20.95%，受政 府财政压力影响。预计 2025 年降幅将放缓，需寻找结构性机会。 • 2024 年医药 IT 迎来空间反转，预计 2025 年营收趋势性复苏，利润端显 著改善，受益于优化措施的编译技术。 • 2024 年教育 IT 营收同比增长 4.08%，但利润下滑 69.93%，预计 2025 年营收下滑 17.16%，但利润将改善 39.08%。 • 2024 年集成电路行业营收同比下降 5.3%，2025 年 Q1 降幅收窄至 0.43%，资本市场回暖支撑客户 IP 支出，国产替代加速。 • IT ...

一、主要会计数据和财务指标 | 报告期指标 | 2024年年报 | 2023年年报 | 本年比上年增减(%) | 2022年年报 | | --- | --- | --- | --- | --- | | 基本每股收益（元） | -2.5300 | -1.9600 | -29.08 | -0.0100 | | 每股净资产（元） | 20.11 | 22.84 | -11.95 | 4.83 | | 每股公积金(元) | 24.11 | 23.83 | 1.17 | 3.98 | | 每股未分配利润(元) | -4.51 | -1.99 | -126.63 | -0.15 | | 每股经营现金流(元) | - | - | - | - | | 营业收入(亿元) | 3.96 | 2.74 | 44.53 | 4.03 | | 净利润(亿元) | -2.02 | -1.5 | -34.67 | 0 | | 净资产收益率(%) | -11.79 | -9.29 | -26.91 | -0.14 | 数据四舍五入，查看更多财务数据>> 二、前10名无限售条件股东持股情况 前十大流通股东累计持有： 1686.17万股，累计占 ...

Core Insights - The continuous evolution of integrated circuit processes and innovative specialty processes enhances the competitive advantages of integrated circuit design service companies through their process analysis capabilities, full-process design capabilities, and project tape-out experience [1] - The diverse downstream demand has spurred the development of SoC (System on Chip) technology, which integrates various functional modules into a single chip to improve performance and reduce development cycles [1] - The rapid advancement of emerging technologies such as artificial intelligence and the Internet of Things (IoT) is driving innovations in advanced packaging and Chiplet technologies, which are crucial for the future of the integrated circuit industry [1][2][3] Industry Development and Trends - The integrated circuit industry is experiencing significant growth due to the rise of new applications in artificial intelligence, IoT, edge computing, automotive electronics, and medical electronics, creating new opportunities for development [5] - The advanced packaging market is projected to grow from $46.8 billion in 2023 to $78.6 billion by 2028, highlighting its importance in enhancing chip performance without changing transistor sizes [2] - Chiplet technology enhances design flexibility and reduces costs by allowing the integration of pre-manufactured chips, which can improve yield and overall design flexibility [3] - RISC-V architecture is gaining traction due to its flexibility, low cost, and low power consumption, positioning it as a potential third major architecture ecosystem alongside ARM and x86 [4] Emerging Applications - In artificial intelligence, the demand for computational power is surging, particularly for training and inference tasks, leading to increased interest in customized AI chips [6][7] - The IoT sector is expected to see over 23% growth in global connections by 2024, surpassing 25 billion, driven by advancements in wireless communication technologies [9][10] - The automotive industry is witnessing a rise in chip demand, with electric vehicles requiring significantly more chips than traditional vehicles, indicating a shift towards more integrated electronic architectures [11][12] - The medical electronics market is expanding, with a focus on low-power, high-performance chips for both professional medical devices and home health management tools [13]

Core Viewpoint - Guizhou Zhenhua Semiconductor Co., Ltd. has released its 2024 annual report summary, highlighting its focus on high-reliability integrated circuit design, packaging, testing, and sales, with a profit distribution plan proposed for shareholders [4][6][14]. Company Overview - The company specializes in high-reliability integrated circuit design, packaging, testing, and sales, with over 300 products including amplifiers, dedicated converters, interface drivers, and power management devices [6][24]. - The company has achieved significant advancements in technology, particularly in the development of high-performance products that meet stringent reliability requirements [6][15]. Business Performance - The company plans to distribute a cash dividend of 1.63 yuan per 10 shares, totaling approximately 32.6 million yuan, which represents 10.11% of the net profit attributable to shareholders for 2024 [4][6]. - The company has successfully developed a series of high-reliability products, including low-noise amplifiers and high-speed operational amplifiers, which are applicable in emerging fields such as commercial drones and optical networks [7][15]. Industry Position - The high-reliability integrated circuit industry is experiencing growth, with a market size expected to exceed 100 billion yuan by 2025, driven by national strategic needs and technological advancements [20][24]. - The industry is characterized by high technical barriers, requiring long-term stable operation under extreme conditions, and the company is positioned as a key player in this sector [21][24]. Future Development - The company aims to deepen its focus on RISC-V architecture and expand its product offerings into AIoT edge computing [14][24]. - Continuous investment in research and development is planned to enhance product technology and meet the evolving demands of high-reliability applications [27][24].

公司以市场和技术需求为牵引，持续围绕放大器、电源管理、专用转换器、接口驱动和抗辐照等方向开 展新产品的自主研制，快速将科研成果转化为生产力，在市场竞争中抢占先机，有效提升了公司产品的 市场占有率。全年成功推出100余项转产新品，"新产品、新客户、新领域"带来的销售收入超过1亿元， 新品收入占比显著提高。 报告期内，在持续夯实与既有用户合作关系的同时，公司锚定电子、船舶等高潜力领域，组建专项业务 拓展团队，借助多元渠道，开展新客户开发工作。尤其在商业航天、低轨卫星和无人机等新兴领域，公 司研发和销售均取得显著突破，推出近20款抗辐照新品，其中约10款新品形成订货，近10款产品进入小 卫星选用目录。全年新增60余家优质客户，用户总量达到720家，构建起更为广泛、稳固的客户网络。 此外，公司通过研发中心建设项目实施，完成高性能计算集群、高加速寿命试验箱、集成电路精密抛光 系统等设备仪器合同签订，固定资产投资超过1亿元。所有设备已投入使用，科研生产保障能力不断增 强。 4月25日晚间，振华风光(688439)披露2024年业绩报告，公司实现营业收入10.63亿元，归母净利润3.23 亿元，基本每股收益1.61元；20 ...

Core Insights - In 2024, despite a highly competitive market and cyclical fluctuations in the special integrated circuit industry, the company reported increased R&D investment and continuous breakthroughs in core technologies [1] - The company achieved an operating revenue of 5.511 billion yuan, with integrated circuits contributing 5.215 billion yuan; the electronic components business saw a year-on-year revenue growth of 20.93% to 224 million yuan [1][2] - The company maintained a focus on core business development, ensuring a strong R&D investment of 1.286 billion yuan, accounting for 23.33% of operating revenue, and obtained 85 invention patents during the reporting period [2][3] Revenue and Profit Performance - The company reported a net profit attributable to shareholders of 1.179 billion yuan, indicating a certain degree of decline in revenue and net profit for the fiscal year [1][2] - The company is leveraging domestic substitution opportunities and focusing on key markets to stabilize and grow sales and production volumes [1] R&D and Product Development - The company has made significant advancements in special integrated circuits, including the successful market launch of radiation-resistant products and breakthroughs in key technologies such as high-current power module design and low-noise switch power supply design [2][3] - The company is also advancing its smart security chip business, with eSIM products achieving commercial success and automotive safety chip solutions entering mass production [3] Business Optimization and Management - The company has restructured its business and management systems to enhance operational efficiency, including the transfer of equity in certain subsidiaries and the establishment of new departments to optimize resource allocation [4] - The company emphasizes corporate governance and social responsibility, aiming for high-quality development and value enhancement [5] Recognition and Future Plans - The company received multiple accolades, including being ranked first in the "2024 China IC Design Fabless 100" list and recognized as a top semiconductor enterprise in various global rankings [5] - Looking ahead to 2025, the company plans to optimize its business and management systems under the board's leadership, focusing on product quality, technology strength, market expansion, and service improvement [5]

Company Overview - The company is a national high-tech enterprise focused on the design, research and development, packaging, testing, and sales of high-performance analog integrated circuit chips. Core products include LED screen control and driver chips, power devices (MOSFET/IGBT), MCUs, fast charging protocol chips, 5G RF front-end discrete chips and module chips, as well as various ASIC chips [4][6] - The company operates as a Fabless IC design company, outsourcing manufacturing to foundries while employing a combination of direct sales and distribution models to reach customers [4][5] Business Development - The company emphasizes a market-oriented approach, enhancing core competitiveness through a "technology + market" dual-drive strategy, increasing R&D investment, optimizing marketing strategies, and exploring new business and market opportunities [6] - Key initiatives include increasing R&D investment in power device products, optimizing production processes, and implementing automation and technological innovations to improve efficiency and reduce costs [6] Industry Status and Trends - The integrated circuit industry is a core pillar for economic modernization and digital transformation, characterized by global collaboration. However, geopolitical and economic changes in 2024 are prompting countries to accelerate domestic semiconductor industry development, leading to a restructuring of global supply chains [7] - The domestic semiconductor market is experiencing structural differentiation, with strong demand for products related to automotive, renewable energy, and artificial intelligence, while demand for consumer electronics is recovering slowly [7] Competitive Landscape - The integrated circuit industry consists of design, packaging, and testing, with design technology being crucial for chip functionality and cost-effectiveness. Domestic companies are closing the gap with international leaders in advanced packaging technology [8][9] - The company is one of the few in China to achieve integrated development across the entire value chain of IC design, packaging, testing, and sales, boasting a strong technical foundation and numerous core patents [8][9] Financial Performance - The company has not needed to restate or adjust previous years' financial data, indicating stable financial reporting practices [10] - There are no significant discrepancies between the reported financial indicators and previously disclosed quarterly or semi-annual reports [10]