1月9日，卓胜微在投资者互动平台表示，公司现已储备了可面向高端射频、卫星通讯等不同领域的基础 工艺技术底蕴积累。 公司的射频前端芯片和模组、WiFi连接模组、低功耗蓝牙微控制器芯片产品等多 个产品可应用于AI眼镜等智能穿戴、智能家居、蓝牙耳机、VR/AR设备、卫星通讯等领域。目前公司 已具备提供卫星终端产品、应用以及解决方案等能力，成为智能终端接入星网等商业航天网络的关键供 应商之一，并已有适用NTN标准的射频前端芯片等产品处于少量出货阶段。 ...

Core Viewpoint - The company is actively developing its chip industry projects, focusing on high-end RF design and advanced manufacturing processes, which are essential for its long-term sustainable growth [1] Group 1: Industry Positioning - The company has accumulated foundational technology in high-end RF, satellite communications, and automotive electronics, positioning itself as a key supplier in these sectors [1] - The company's RF front-end chips and low-power Bluetooth microcontroller chips are applicable in various fields, including AI glasses, smart home devices, Bluetooth headsets, VR/AR equipment, and satellite communications [1] Group 2: Product Development and Market Strategy - The company is capable of providing satellite terminal products, applications, and solutions, becoming a crucial supplier for smart terminal access to commercial space networks [1] - Products compliant with NTN standards, such as RF front-end chips, are currently in the early stages of shipment, indicating progress in product development [1] Group 3: Future Outlook - The chip industry project is viewed as a cornerstone for the company's long-term development strategy, with plans to accelerate resource platform construction and invest in cutting-edge technologies [1] - The company aims to overcome technological barriers and benchmark against leading international firms to build core competitiveness [1]

Core Viewpoint - The actual controllers of Zhaosheng Microelectronics (300782.SZ) are planning to reduce their holdings due to personal financial needs, despite the company's declining performance in recent years [1][2]. Group 1: Shareholding and Reduction Plans - The actual controllers, Xu Zhihan, Feng Chenhui, and Yi Gebing, hold 35.37 million shares (6.62%), 40.49 million shares (7.57%), and 32.76 million shares (6.13%) respectively [1]. - They plan to reduce their holdings by up to 5.35 million shares (1% of total share capital) within three months after the announcement [1]. - The potential cash-out from the maximum reduction could amount to approximately 400 million yuan based on the closing price of 73.40 yuan per share on May 16 [1]. Group 2: Company Performance and Financials - Zhaosheng Microelectronics has faced operational pressure, with net profits declining from 21.35 million yuan in 2021 to projected figures of 10.69 million yuan in 2022, 11.22 million yuan in 2023, and 4.02 million yuan in 2024 [2][3]. - The company reported a net loss of 46.62 million yuan in the first quarter of this year, marking its first loss since 2018 [4]. - Since the peak on June 30, 2021, the company's stock price has dropped by approximately 80% [5]. Group 3: Company Background - Zhaosheng Microelectronics specializes in the research, development, production, and sales of radio frequency integrated circuits, providing solutions for various RF components and low-power Bluetooth microcontroller chips [2].

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].