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敏芯股份: 苏州敏芯微电子技术股份有限公司董事、高级管理人员薪酬管理制度
Zheng Quan Zhi Xing· 2025-08-29 17:03
苏州敏芯微电子技术股份有限公司 董事、高级管理人员薪酬管理制度 第一章 总 则 第一条 为规范苏州敏芯微电子技术股份有限公司(以下简称"公司") 董事、高级管理人员的薪酬管理,建立科学有效的激励与约束机制,有效调动 公司董事、高级管理人员的工作积极性,提高公司经营管理水平,促进公司持 续、健康、稳定发展,根据《中华人民共和国公司法》《上市公司治理准则》 等有关法律、法规及《苏州敏芯微电子技术股份有限公司章程》(以下简称 "《公司章程》")等规定,结合公司的实际情况,特制定本薪酬管理制度。 第二条 本制度适用于下列人员: (一)公司董事会的全体成员; (二)公司总经理、副总经理、财务总监、董事会秘书以及《公司章程》 认定的其他高级管理人员。 第三条 公司薪酬制度遵循以下原则: (一)公平原则,体现收入水平符合公司规模与业绩的原则,总体薪酬水 平兼顾内外部公平; (二)责、权、利统一原则,体现薪酬与岗位价值高低、履行责任义务大 小相符; (三)长远发展原则,体现薪酬与公司持续健康发展的目标相符; (四)激励约束并重原则,体现薪酬发放与考核、奖惩、激励机制挂钩。 第二章 薪酬管理机构 第四条 公司董事会薪酬与考核委 ...
敏芯股份: 苏州敏芯微电子技术股份有限公司关于取消监事会、变更公司注册资本、修订公司章程并办理工商变更登记及制定、修订公司部分治理制度的公告
Zheng Quan Zhi Xing· 2025-08-29 17:02
证券代码:688286 证券简称:敏芯股份 公告编号:2025-048 苏州敏芯微电子技术股份有限公司 关于取消监事会、变更公司注册资本、修订《公司 章程》并办理工商变更登记及制定、修订公司部分 治理制度的公告 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。 苏州敏芯微电子技术股份有限公司(以下简称"公司")于 2025 年 8 月 司注册资本、修订 <公司章程> 并办理工商变更登记的议案》《关于制定、修订 公司部分治理制度的议案》,现将有关事项公告如下: 一、取消监事会的情况 根据《中华人民共和国公司法》(以下简称"《公司法》")、《关于新< 公司法>配套制度规则实施相关过渡期安排》《上市公司章程指引》等法律法规、 规范性文件的规定,公司将不再设置监事会或监事,由董事会审计委员会行使 《公司法》规定的监事会的职权,《苏州敏芯微电子技术股份有限公司监事会 议事规则》相应废止,公司各项规章制度中涉及监事会、监事的规定不再适用。 在公司股东大会审议通过取消监事会事项前,公司监事会仍将严格按照法 律、法规及规范性文件的要求继续履 ...
敏芯股份: 苏州敏芯微电子技术股份有限公司2025年半年度募集资金存放、管理与实际使用情况的专项报告
Zheng Quan Zhi Xing· 2025-08-29 17:02
| 证券简称:敏芯股份 公告编号:2025-044 | 证券代码:688286 | | | | --- | --- | --- | --- | | 苏州敏芯微电子技术股份有限公司 | | | | | 项报告 | | | | | 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。 | | | | | 根据《上市公司募集资金监管规则》 | | | | | 《上海证券交易所科创板股票上市规则》 | | | | | 《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》等相关文件的规 | | | | | 2025 年半年度募集资金存放与使用情况专项说明如下: | 定,将本公司 | | | | 一、募集资金基本情况 | | | | | (一)实际募集资金金额和资金到账时间 | | | | | 中国证券监督管理委员会于 2023 年 11 月 7 日出具《关于同意苏州敏芯微电子 | | | | | 技术股份有限公司向特定对象发行股票注册的批复》(证监许可〔2023〕2504 号), | ...
敏芯股份: 苏州敏芯微电子技术股份有限公司2025年度“提质增效重回报”专项行动方案的半年度评估报告
Zheng Quan Zhi Xing· 2025-08-29 17:02
苏州敏芯微电子技术股份有限公司 报告期内,公司压力产品线保持了强劲的增长势头,实现销售收入 13,324.76 万元,较去年同期大幅增长 67.05%。公司在防水气压计产品上,牢牢把握知名 品牌客户合作的口碑与案例,一方面提升在该知名品牌的市场份额,另一方面将 该成功案例向国内外其他品牌推广,报告期内已进入多个品牌的新产品选型中, 公司还将该器件向手机气压计应用推广,进一步实现从智能手表向手机下游应用 领域的拓展,目前已向手机品牌客户送样测试。公司在微差压产品的市场上,继 续夯实现有的领先的市场地位同时,公司也在积极布局研发新一代产品,主力产 品出货结构向更高毛利率的产品切换,用技术的快速迭代来构建"技术+市场" 的双重竞争壁垒。同时,也在积极接触国外下游品牌客户,将目前国内客户的应 用经验进一步拓展到国外品牌上,从而实现更高的价值量跃升。 报告期内,公司的惯性传感器产品也实现了跃升,实现销售收入 1,975.6 万 元,较去年同期大幅增长 98.82%。该品类的增长,一方面是公司一直以来持续 投入研发的加速度计产品在解决了困扰已久的生产工艺问题后,产品性能及质量 得到了进一步的提升,公司加速度计产品开始向 ...
沪硅产业: 国泰海通证券股份有限公司关于上海硅产业集团股份有限公司部分募投项目延期的核查意见
Zheng Quan Zhi Xing· 2025-08-29 17:01
国泰海通证券股份有限公司 关于上海硅产业集团股份有限公司 部分募投项目延期的核查意见 国泰海通证券股份有限公司(以下简称"国泰海通"或"保荐人")作为上海硅 产业集团股份有限公司(以下简称"沪硅产业"、"公司"或"发行人")2021 年度向 特定对象发行股票的保荐人,根据《证券发行上市保荐业务管理办法》《上市公 司募集资金监管规则》《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》《上海证券交易所科创板股票上市规则》等有关法律法规和规范性 文件的要求,对沪硅产业部分募投项目延期的事项进行了核查,核查情况如下: 一、募集资金基本情况 二、募集资金投资项目情况 根据公司《上海硅产业集团股份有限公司 2021 年度向特定对象发行 A 股股 票募集说明书》披露,本次募集资金主要用于"集成电路制造用 300mm 高端硅 片研发与先进制造项目"、"300mm 高端硅基材料研发中试项目"和"补充流动 资金",具体使用情况如下: | | | | --- | --- | | . K | . | | "共自以火心 | | --- | 根据中国证券监督管理委员会核发的《关于同意上海硅产业集团股份有限公 司向特定对 ...
Why Marvell Technology Stock Plunged on Friday
The Motley Fool· 2025-08-29 17:00
Marvell Technology's stock crashed hard when the company released second-quarter results. What's the issue here, and where is Marvell going next?Shares of Marvell Technology (MRVL -17.86%) took a deep dive on Friday, following the chip designer's release of Q2 2025 earnings. The results were right in line with the consensus analyst projections, but that wasn't enough to impress Marvell's investors. The stock was down 16.1% at noon ET.Marvell's Q2 by the numbersMarvell's second-quarter sales soared 58% above ...
How Does Credo's System-Level Strategy Provide an Edge in the AI Era?
ZACKS· 2025-08-29 16:52
Key Takeaways Credo's system-level approach integrates SerDes, retimers, system design and production.Adoption of AECs, DSPs and retimers highlights strong demand for Credo's connectivity solutions.Credo projects fiscal 2026 revenues above $800M, with net margin nearing 40% on disciplined costs.Credo Technology Group Holding Ltd’s (CRDO) is carving out a strong position in the AI era through its system-level strategy, which is emerging as a defining edge in the race to power next-generation data centers. Un ...
AMD's AI Journey Rides on Strong Partner Base: What's the Path Ahead?
ZACKS· 2025-08-29 16:52
Group 1: Company Overview - Advanced Micro Devices (AMD) is leveraging a strong partner ecosystem, including Microsoft, Oracle, Google, Dell, HPE, Lenovo, and IBM, to enhance its presence in the AI infrastructure market, facing competition from NVIDIA and Broadcom [1][10] - AMD's EPYC processors are in high demand for cloud and enterprise workloads, with significant adoption by major cloud hyperscalers [2][10] Group 2: Product Developments - The launch of the Instinct MI350 series has strengthened AMD's system-level capabilities, supporting deployments with AMD CPUs, GPUs, and NICs [3] - AMD has formed a multibillion-dollar collaboration with HUMAIN to develop AI infrastructure powered by its CPUs, GPUs, and software [3] Group 3: Financial Performance - AMD anticipates third-quarter 2025 revenues of $8.7 billion, reflecting a 28% year-over-year increase and 13% sequential growth [5][10] - The Zacks Consensus Estimate for third-quarter 2025 earnings is projected at $1.17 per share, indicating a 21.2% year-over-year growth [11] Group 4: Competitive Landscape - AMD faces tough competition from NVIDIA, which is central to AI computing with its advanced GPUs, and Broadcom, which provides networking chips and custom ASICs for efficient hyperscale data centers [6][7] Group 5: Stock Performance and Valuation - AMD shares have increased by 39.2% year to date, outperforming the broader Zacks Computer and Technology sector and the Zacks Computer Integrated industry [8] - AMD's stock is considered overvalued with a forward 12-month price/sales ratio of 7.46X compared to the sector's 6.7X [9]
宏微科技: 江苏宏微科技股份有限公司关于2025年度提质增效重回报专项行动方案的半年度评估报告
Zheng Quan Zhi Xing· 2025-08-29 16:41
Core Viewpoint - Jiangsu Hongwei Technology Co., Ltd. has developed a "Quality Improvement and Efficiency Enhancement Return Action Plan" for 2025 to enhance operational quality, strengthen management capabilities, and protect investor rights [2]. Group 1: Business Focus and Core Competitiveness - The company focuses on IGBT and FRD power semiconductor chips, with self-developed chips used in its products, emphasizing the importance of domestic production in the current international climate [2]. - The company reported a net profit attributable to shareholders of 2,978,037.94 yuan, an increase of 18.45% year-on-year [3]. Group 2: Research and Development Innovation - The company has 220 R&D personnel, a 4.76% increase year-on-year, with 20.91% holding master's or doctoral degrees [3]. - R&D investment for the first half of 2025 reached 58.5661 million yuan, accounting for 8.61% of revenue, with a year-on-year increase [3]. - Significant advancements in third-generation semiconductor technologies include successful development of SiC MOSFET and SBD chips, as well as GaN chips, marking a substantial leap in technology [4]. Group 3: Fund Management and Project Development - The company plans to adjust the timeline for its convertible bond fundraising project to June 30, 2027, ensuring the safety and effective use of raised funds [5]. Group 4: Corporate Governance and ESG - The company has improved its internal governance structure and published its first ESG report, receiving a Wind A rating, indicating strong ESG management foundations [5]. Group 5: Talent Strategy and Stock Incentives - The company launched a stock incentive plan for 121 individuals, granting 2.9507 million shares, aimed at retaining and motivating key personnel [6]. Group 6: Investor Communication and Information Disclosure - The company has actively engaged in investor relations, disclosing two regular reports and 40 temporary announcements in the first half of 2025, ensuring clarity and accuracy in communication [7]. Group 7: Shareholder Returns - The company has distributed a total of 42.4917 million yuan in cash dividends since its listing in 2021, maintaining a consistent and stable profit distribution policy [8].
Marvell Stock Plunges As Wall Street Warns Of Limited Near-Term Growth Prospects
Benzinga· 2025-08-29 16:11
Core Viewpoint - Marvell Technology's strong second-quarter results were overshadowed by disappointing third-quarter guidance, leading to a decline in stock price and adjustments in price forecasts by analysts [1][5]. Financial Performance - Marvell reported adjusted earnings of 67 cents per share, slightly exceeding Wall Street's forecast of 66 cents, with revenue at $2.006 billion, just below the consensus estimate of $2.009 billion [2]. - The company achieved a record revenue of $2.006 billion in the second quarter, marking a 58% year-over-year increase, with expectations for continued growth into the third quarter [3]. Market Demand and Growth Drivers - The growth was driven by strong demand for AI-focused products, including custom silicon and electro-optics, alongside a recovery in enterprise networking and carrier infrastructure markets [4]. - For the third quarter, Marvell anticipates revenue between $1.957 billion and $2.163 billion, with adjusted EPS projected between 69 cents and 79 cents [5]. Analyst Reactions - Analysts have responded to the guidance by trimming price forecasts, citing both near-term challenges and long-term opportunities [5]. - Rosenblatt Securities described the results as mixed, noting adjustments in data center ASIC shipments that contributed to a slight revenue shortfall, while maintaining a Buy rating due to a strong pipeline of upcoming ASICs [6][7]. - JP Morgan noted that the July-quarter results were in line with expectations, highlighting strong consumer demand offsetting weaker data center and carrier sales [8]. Future Outlook - Analysts expect flat data center revenue, with growth in optical networking offset by uneven custom ASIC shipments, which are projected to reaccelerate in 2026 [9]. - J.P. Morgan reiterated an Overweight rating while adjusting its price forecast to $120 from $130, citing strong long-term drivers despite near-term lumpiness [10]. - Goldman Sachs maintained a Neutral rating, cutting its price forecast to $72 from $75, reflecting slower growth assumptions and ongoing content loss at Amazon [11][12].