格隆汇1月7日丨利扬芯片(688135.SH)在互动平台表示，公司部分产品线的测试产能较为紧张，有部分 客户主动要求涨价获得产量，公司会根据战略发展来决定。 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688135 证券简称：利扬芯片公告编号：2025-066 转债代码：118048 转债简称：利扬转债 广东利扬芯片测试股份有限公司 关于持股5%以上股东权益变动触及1%刻度的提示性公告 控股股东、实际控制人黄江及其一致行动人黄主保证向本公司提供的信息真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 ■ 3.一致行动人信息 ■ 二、权益变动触及1%刻度的基本情况 重要内容提示： ■ 一、信息披露义务人及其一致行动人的基本信息 1.身份类别 ■ 2.信息披露义务人信息 特此公告。 广东利扬芯片测试股份有限公司董事会 2025年12月25日 广东利扬芯片测试股份有限公司（以下简称"公司"）于2025年12月24日收到公司股东黄江先生出具的 《关于股东权益变动触及1%刻度的告知函》。2025年12月23日至2025年12月24日，黄江先生通过大宗 交易、集中竞价方式减持公司股份合计2,220,575股，占公司当前总股本的1.09%。本次权益变动后，黄 江先生及其一致行动人黄主先生所 ...

Core Viewpoint - Dagang Co., Ltd. plans to invest 90 million yuan through its wholly-owned subsidiary, Shanghai Minai Semiconductor Co., Ltd., to increase the registered capital of Jiangsu Aike Integrated Circuit Co., Ltd. and gain control over it [2][3][5] Investment Details - The investment involves an increase in registered capital of 37.15 million yuan, with the remaining amount added to the capital reserve of Aike Integrated [3] - After the capital increase, Aike Integrated's registered capital will rise from 10 million yuan to 47.15 million yuan, with Shanghai Minai holding 78.79% of the shares, making Aike Integrated a subsidiary [5] Market Reaction - Following the announcement, Dagang's stock price experienced unusual fluctuations, with a trading volume of 1.078 billion yuan and a turnover rate of 10.84% on November 3 [6] Business Synergy - Aike Integrated focuses on integrated circuit testing, aligning with Shanghai Minai's main business, and aims to enhance strategic cooperation with core clients, thereby promoting growth in the integrated circuit testing sector [7][8] Financial Performance - Aike Integrated reported a net profit of 1.5928 million yuan in the first half of 2025, with a total revenue of 20.8923 million yuan [10] - The net asset value of Aike Integrated is 11.509 million yuan, with an assessed value of 24.2244 million yuan, reflecting a net asset appreciation rate of 110.48% [8][10]

Core Insights - The company reported strong performance in the first three quarters of 2025, with revenue reaching 1.083 billion yuan, a year-on-year increase of 46.22%, and net profit attributable to shareholders of 202 million yuan, up 226% [1] - The revenue from computing power-related products increased from 9% in the first half of the year to approximately 13.5% in the first three quarters, indicating a significant growth in this segment [2] - The company is focusing on high-end wafer and product testing, particularly in the fields of industrial-grade, automotive-grade, and high-computing power products, which is expected to benefit from the domestic computing power development [2] Financial Performance - In Q3 2025, the company achieved revenue of 448 million yuan, a quarter-on-quarter increase of 28%, and net profit of 101 million yuan, up 35% quarter-on-quarter [1] - The comprehensive gross margin improved from 35.99% in Q2 to 44.59% in Q3, driven by the growth of high-margin high-end businesses [1] - The company’s capital expenditure in the first three quarters reached approximately 1.8 billion yuan, exceeding initial plans due to strong customer demand, particularly in computing power and automotive electronics [2] Future Outlook - The company is projected to achieve revenues of 1.57 billion yuan, 2.12 billion yuan, and 2.72 billion yuan in 2025, 2026, and 2027 respectively, with net profits of 300 million yuan, 410 million yuan, and 560 million yuan [3]

Group 1: Semiconductor Industry - The largest domestic chip testing company, Weicai Technology, reported a consolidated revenue of 448.32 million yuan for Q3 2025, a 44.40% increase year-on-year. For the first three quarters of 2025, the revenue reached 1.08257 billion yuan, up 46.22% compared to the same period last year [2] - Domestic SOC chip manufacturer, Rockchip, forecasted a net profit attributable to the parent company between 760 million and 800 million yuan for the first three quarters of 2025, representing a year-on-year growth of 116% to 127%. The net profit growth for Q3 alone is estimated at around 50%, which is lower than the first half of the year due to a shift in customer demand from DDR4 to DDR5 chips [2] Group 2: General Power Machinery Industry - Zongshen Power announced a net profit forecast of 665 million to 782 million yuan for the first three quarters of 2025, reflecting a significant year-on-year increase of 70% to 100%. The growth is attributed to the expansion of general machinery and motorcycle engine businesses, as well as improved earnings from joint ventures [3] - The performance of Longxin General, a similar business, also indicated a net profit growth of over 70% for Q3, suggesting strong overseas demand in the general power machinery sector [3] Group 3: Advanced Manufacturing Industry - The price of lithium hexafluorophosphate surged from 58,300 yuan per ton on September 26 to 71,500 yuan per ton by October 13. This price increase is driven by supply constraints from small enterprises and a surge in demand from the energy storage sector [6] - The increase in lithium hexafluorophosphate prices has led to a cost increase of approximately 0.40-0.59 yuan/kWh for battery cells, with a minor impact on overall system costs but a significant effect on the profitability of electrolyte manufacturers [6] Group 4: Consumer Sector - Morning Glory Bio announced a projected net profit of 278 million to 314 million yuan for the first three quarters of 2025, representing a year-on-year increase of 344.05% to 401.55%. The growth is primarily driven by the recovery in cottonseed product prices and improved oil extraction efficiency, alongside strong performance in the plant extraction business [8] - The plant extraction segment has shown a notable recovery, contributing to both revenue and gross profit growth, thereby supporting the overall performance of the company [8]

Core Viewpoint - Guangdong Liyang Chip Testing Co., Ltd. plans to reappoint Lixin Certified Public Accountants (Special General Partnership) as its auditing firm for the fiscal year 2025, pending approval from the shareholders' meeting [2][9]. Group 1: Audit Firm Information - The proposed audit firm, Lixin, was founded in 1927 and is a member of the international accounting network BDO, with a registered address in Shanghai [2]. - As of the end of 2024, Lixin has 296 partners, 2,498 registered accountants, and a total of 10,021 employees [2]. - Lixin's audited business revenue for 2024 was 4.748 billion RMB, with audit service revenue of 3.672 billion RMB and securities service revenue of 1.505 billion RMB [3]. Group 2: Investor Protection and Integrity - Lixin has set aside a professional risk fund of 171 million RMB and has a cumulative insurance compensation limit of 1.05 billion RMB to cover civil liability due to audit failures [4]. - In the past three years, Lixin has faced 5 administrative penalties and 43 supervisory measures, but has not received any criminal penalties [5]. Group 3: Audit Fees - The audit fee for the financial audit for 2024 was 600,000 RMB (including tax), with an internal control audit fee of 180,000 RMB, totaling 780,000 RMB [8]. - The audit fees for 2025 will remain consistent with those of 2024 [8]. Group 4: Approval Process - The audit committee reviewed Lixin's qualifications and unanimously agreed to reappoint them as the auditing firm for 2025, stating that it would not harm the interests of the company and its shareholders [8]. - The board of directors approved the reappointment with a unanimous vote of 9 in favor, 0 against, and 0 abstentions [9]. - The supervisory board also approved the reappointment with a unanimous vote of 3 in favor, 0 against, and 0 abstentions [10].

Group 1 - Liyang Chip (SH 688135) announced the convening of its fourth board meeting on September 29, 2025, to discuss the reappointment of the auditing firm for the 2025 fiscal year [1] - For the fiscal year 2024, Liyang Chip's revenue composition is as follows: testing revenue accounts for 92.26%, other business accounts for 6.0%, and wafer grinding services account for 1.74% [1] - As of the report, Liyang Chip has a market capitalization of 6.9 billion yuan [1] Group 2 - The competition between Nongfu Spring and Yibao has intensified, with Nongfu Spring's green bottle launch leading to a significant market share decline for Yibao, dropping nearly 5 percentage points [1]

Core Viewpoint - Liyang Chip (688135.SH) reported a revenue of 284 million yuan for the first half of 2025, marking a year-on-year increase of 23.09%, while the net profit attributable to shareholders was a loss of 7.06 million yuan, an improvement from the previous year's loss of 8.44 million yuan [1][2]. Financial Performance - Revenue for the first half of 2025 was 284,036,747.38 yuan, up 23.09% from 230,754,593.03 yuan in the same period last year [2]. - The total profit for the period was a loss of 8,946,556.63 yuan, compared to a loss of 16,374,304.03 yuan in the previous year [2]. - The net profit attributable to shareholders was a loss of 7,061,056.54 yuan, improving from a loss of 8,444,249.31 yuan year-on-year [2]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was a loss of 6,759,610.05 yuan, compared to a loss of 7,983,544.97 yuan in the previous year [2]. - The net cash flow from operating activities was 100,788,676.45 yuan, down 9.40% from 111,240,850.65 yuan in the previous year [2]. Asset and Equity Position - As of the end of the reporting period, the net assets attributable to shareholders were 1,126,888,476.08 yuan, an increase of 1.82% from 1,106,774,363.80 yuan at the end of the previous year [2]. - Total assets amounted to 2,610,392,643.05 yuan, reflecting a slight increase of 0.68% from 2,592,747,635.77 yuan at the end of the previous year [2]. Historical Context - Liyang Chip was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on November 11, 2020, with an initial public offering of 34.1 million shares, representing 25% of the total share capital post-issue, at a price of 15.72 yuan per share [3]. - The total funds raised during the IPO amounted to 536.05 million yuan, with a net amount of 470.94 million yuan after deducting issuance costs [3]. Recent Financing Activities - On July 17, 2024, Liyang Chip announced the issuance of convertible bonds, raising a total of 520 million yuan (including issuance costs), with a net amount of 512.89 million yuan after deducting underwriting fees [4]. - The total amount raised from the two financing activities (IPO and convertible bonds) is 1.056 billion yuan [5].

Summary of Key Points Core Viewpoint - The announcement details the shareholding structure and the results of the share reduction plans by key shareholders of Guangdong Liyang Chip Testing Co., Ltd, highlighting the completion of the planned share reductions and the current holdings of the shareholders [1][2][3][4]. Shareholding Structure - Key shareholder and core technical personnel Mr. Lu Xukun holds 272,073 shares, accounting for 0.1340% of the total share capital [1]. - Key shareholder and core technical personnel Mr. Zheng Chaosheng holds 120,698 shares, accounting for 0.0595% of the total share capital [1]. - Shareholder and director Mr. Qu Hao holds 7,181,680 shares, accounting for 3.5376% of the total share capital [1][3]. Share Reduction Plans - Mr. Lu Xukun planned to reduce his holdings by up to 250,000 shares (0.1231% of total shares) [1]. - Mr. Zheng Chaosheng planned to reduce his holdings by up to 58,000 shares (0.0286% of total shares) [1]. - Mr. Qu Hao planned to reduce his holdings by up to 1,600,000 shares (0.7881% of total shares) [1]. Implementation Results - Mr. Lu Xukun completed the reduction of 250,000 shares at a price range of 30.66 to 31.14 CNY per share, totaling approximately 7.72 million CNY [3][4]. - Mr. Zheng Chaosheng completed the reduction of 58,000 shares at a price range of 29.40 to 31.15 CNY per share, totaling approximately 1.73 million CNY [3][4]. - Mr. Qu Hao completed the reduction of 1,600,000 shares at a price range of 29.64 to 33.01 CNY per share, totaling approximately 48.77 million CNY [4].

Fundraising Overview - The company has been approved to issue convertible bonds totaling RMB 52 million, with a term of 6 years, and has successfully raised the full amount [2] - After deducting issuance costs of approximately RMB 7.11 million, the net amount raised is approximately RMB 51.29 million, which was fully received by July 8, 2024 [2] Fund Management - The company has established a fundraising management system in compliance with relevant regulations to protect the rights of small investors [3] - A tripartite supervision agreement has been signed with the project subsidiary and the sponsoring institution to ensure proper use of the raised funds [4][5] Special Account Management - The company has opened special accounts for the raised funds, with specific banks involved in the management of these accounts [6] - The company has decided to close the special accounts at two banks as the funds have been fully utilized, and the remaining interest will be transferred to the company's main account for working capital [8]