| 辅导对象 | | 上海维安电子股份有限公司(以下简称"维安股份"、"公司") | | | | --- | --- | --- | --- | --- | | 成立日 | 期 | 1996年5月2日 | | | | 注册资本 | | 6,382.2523万元 | 法定代表人 | 王军 | | 法 于 出 址 | | 上海市虹口区柳营路 125号 8楼 806 室 | | | | 股 | 控股股东及持 比例 | 上海材料研究所有限公司持股 35. 31% | | | | 行业分类 | | C39 计算机、通信和其他 电子设备制造业 | 在其他交易场 所(申请)挂 牌或上市的情 | 无 | | | | 况 | | | | 各 | 注 | 公司曾于 2023年6月申请上海证券交易所主板首次公开发行, 因市场环境变化,公司向上海证券交易所申请撤回上市申请。 | | | | | | 2025年1月,上海证券交易所决定终止公司首次公开发行股票 | | | | | | 并上市的审核。 | | | | 项目 | 2022 年度/ | 2021 年度/ | 2020 年度/ | | --- | --- | --- | --- ...

维安股份成立于1996年5月，法定代表人为王军，注册资本6382.25万元。公司是一家专注于电路保护与 功率控制的综合解决方案提供商，主要从事电子元件、功率半导体分立器件与模拟集成电路的研发、生 产和销售。 | 辅导对象 | | 上海维安电子股份有限公司(以下简称"维安股份"、"公司") | | --- | --- | --- | | 成立日 | 期 | 1996年5月2日 | | 注册资本 | | 6,382.2523万元 王军 法定代表人 | | 注册地址 | | 上海市虹口区柳营路 125号 8楼 806 室 | | 控股股东及持 股 比 例 | | 上海材料研究所有限公司持股 35.31% | | 行业分类 | | 在其他交易场 C39 计算机、通信和其他 所(申请)挂 无 | | | | 电子设备制造业 胖或上市的情 | | | | 况 | | 注 | | 公司曾于 2023年6月申请上海证券交易所主板首次公开发行, 因市场环境变化,公司向上海证券交易所申请撤回上市申请。 | | | | 2025年1月,上海证券交易所决定终止公司首次公开发行股票 | | | | 并上市的审核。 | 瑞财经 王敏 1 ...

Core Viewpoint - Jiejie Microelectronics experienced a 5.32% increase in stock price, reaching 31.68 CNY per share, with a trading volume of 539 million CNY and a market capitalization of 26.36 billion CNY as of October 20 [1] Company Overview - Jiejie Microelectronics, established on March 29, 1995, and listed on March 14, 2017, is located in Qidong City, Jiangsu Province. The company specializes in the research, design, production, and sales of power semiconductor discrete devices [1] - The revenue composition of Jiejie Microelectronics includes: 67.12% from power semiconductor devices, 30.73% from power semiconductor chips, 1.42% from other sources, and 0.73% from power device packaging and testing [1] Shareholder Information - Southern Fund's Southern CSI 500 ETF (510500) entered the top ten circulating shareholders of Jiejie Microelectronics in the second quarter, holding 7.3814 million shares, which accounts for 1.02% of the circulating shares. The estimated floating profit today is approximately 11.81 million CNY [2] - The Southern CSI 500 ETF was established on February 6, 2013, with a latest scale of 113.44 billion CNY. Year-to-date returns are 24.28%, ranking 1813 out of 4219 in its category; one-year returns are 31.22%, ranking 1616 out of 3866; and since inception, the return is 135.8% [2]

Core Viewpoint - The stock price of Jiejie Microelectronics has experienced fluctuations, with a year-to-date decline of 9.73% and a recent increase in trading activity, indicating potential investor interest amidst mixed performance metrics [1][2]. Company Overview - Jiejie Microelectronics, established on March 29, 1995, and listed on March 14, 2017, is located in Qidong City, Jiangsu Province. The company specializes in the research, design, production, and sales of power semiconductor discrete devices [2]. - The revenue composition of Jiejie Microelectronics includes power semiconductor devices (67.12%), power semiconductor chips (30.73%), other (1.42%), and power device packaging and testing (0.73%) [2]. Financial Performance - For the first half of 2025, Jiejie Microelectronics reported a revenue of 1.6 billion yuan, reflecting a year-on-year growth of 26.77%. The net profit attributable to shareholders was 247 million yuan, marking a 15.35% increase [2]. - The company has distributed a total of 599 million yuan in dividends since its A-share listing, with 237 million yuan distributed over the past three years [3]. Shareholder Information - As of June 30, 2025, the number of shareholders for Jiejie Microelectronics was 94,000, a decrease of 0.55% from the previous period. The average number of tradable shares per shareholder increased by 0.55% to 7,723 shares [2]. - Notable changes in institutional holdings include a reduction in shares held by Hong Kong Central Clearing Limited and the entry of Southern CSI 500 ETF as a new major shareholder [3].

Group 1 - The core point of the news is that Jiangsu Jiejie Microelectronics Co., Ltd. experienced a stock decline of 5.03%, with a current share price of 30.58 yuan and a total market capitalization of 25.445 billion yuan [1] - The company, established on March 29, 1995, specializes in the research, design, production, and sales of power semiconductor discrete devices, with its main business revenue composition being 67.12% from power semiconductor devices, 30.73% from power semiconductor chips, 1.42% from other sources, and 0.73% from packaging and testing of power devices [1] Group 2 - Among the top ten circulating shareholders of Jiejie Microelectronics, the Southern Fund's Southern CSI 500 ETF (510500) entered the list in the second quarter, holding 7.3814 million shares, which accounts for 1.02% of the circulating shares [2] - The Southern CSI 500 ETF has a total scale of 113.438 billion yuan and has achieved a year-to-date return of 28.06%, ranking 1804 out of 4218 in its category [2] Group 3 - The fund manager of Southern CSI 500 ETF is Luo Wenjie, who has a tenure of 12 years and 182 days, with the fund's total asset scale at 138.999 billion yuan [3] - During his tenure, the best fund return was 150%, while the worst return was -47.6% [3]

Group 1 - The core point of the news is that Jiangsu Jiejie Microelectronics Co., Ltd. experienced a stock decline of 5.03%, with a current share price of 31.13 yuan and a total market capitalization of 25.903 billion yuan [1] - The company was established on March 29, 1995, and went public on March 14, 2017, focusing on the research, design, production, and sales of power semiconductor discrete devices [1] - The revenue composition of the company's main business includes power semiconductor devices at 67.12%, power semiconductor chips at 30.73%, other (supplementary) at 1.42%, and power device packaging and testing at 0.73% [1] Group 2 - From the perspective of the top ten circulating shareholders, Southern Fund has a fund that entered the top ten shareholders of Jiejie Microelectronics, holding 7.3814 million shares, which accounts for 1.02% of the circulating shares [2] - The Southern CSI 500 ETF (510500) has a total scale of 113.438 billion yuan and has achieved a return of 33.74% this year, ranking 1755 out of 4220 in its category [2] - The fund manager, Luo Wenjie, has a cumulative tenure of 12 years and 175 days, with the best fund return during his tenure being 154.11% [3]

Core Viewpoint - The stock of Jiejie Microelectronics has shown fluctuations, with a recent increase of 2.03% and a total market capitalization of 25.528 billion yuan, despite a year-to-date decline of 9.79% [1] Financial Performance - For the first half of 2025, Jiejie Microelectronics achieved a revenue of 1.6 billion yuan, representing a year-on-year growth of 26.77%, and a net profit attributable to shareholders of 247 million yuan, up 15.35% [2] - Cumulatively, the company has distributed 599 million yuan in dividends since its A-share listing, with 237 million yuan in the last three years [3] Shareholder Information - As of August 29, 2025, the number of shareholders for Jiejie Microelectronics increased to 98,900, with an average of 7,338 circulating shares per person, a decrease of 1.89% [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited and Southern CSI 500 ETF, with notable changes in their holdings [3] Stock Performance - The stock has experienced a 0.20% decline over the last five trading days and a 3.91% decline over the last 20 days, while showing a 13.50% increase over the last 60 days [1] Business Overview - Jiejie Microelectronics, established on March 29, 1995, specializes in the research, design, production, and sales of power semiconductor discrete devices, with a revenue composition of 67.12% from power semiconductor devices and 30.73% from power semiconductor chips [1] - The company operates within the semiconductor industry, specifically in the electronic sector focusing on discrete devices, and is involved in various concept sectors including GaN, specialized and innovative enterprises, mid-cap, automotive chips, and semiconductors [1]

Core Insights - The company, JieJie Microelectronics, reported a revenue of 1.6 billion yuan for the first half of 2025, representing a year-on-year growth of 26.77% [1] - The net profit attributable to shareholders reached 247 million yuan, with a year-on-year increase of 15.35% [1] Financial Performance - The net profit margin decreased from 18.03% in the first half of 2024 to 15.43% in 2025 [3] - The gross profit margin also declined from 37.08% to 35.39% [3] - The return on equity (ROE) was 4.22%, down by 1.31 percentage points year-on-year [3] Operational Efficiency - Inventory turnover days increased to 119.51 days, up by 0.86% compared to the first half of 2024, indicating stable inventory management efficiency [5] - The net cash flow from operating activities was 453 million yuan, a year-on-year increase of 1.61% from 292 million yuan in 2024 [5] - The debt-to-asset ratio for the first half of 2025 was 30.89%, a decrease of 9.93 percentage points year-on-year, indicating improved financial structure [5] Institutional Investment - As of the first half of 2025, the number of institutional investors holding JieJie Microelectronics shares dropped to 3, a significant decrease of 96 from 99 in the same period of 2024 [7] - The company's market capitalization peaked at 36.949 billion yuan on October 21, 2024, and currently stands at 27.134 billion yuan, requiring a 36.17% increase in stock price to reach its historical high [7] - The company's technological accumulation and market position in the power semiconductor sector provide a foundation for future development [7]