证券代码：300656 证券简称：民德电子 深圳市民德电子科技股份有限公司投资者关系活动记录表 编号：2026-02 | | ☑ 特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动 类别 | □媒体采访 □业绩说明会 | | | □路演活动 □新闻发布会 | | | □现场参观 其他：线上/电话会议 ☑ | | 参与单位名称 | 新华基金、民沣资管、聚众鑫创投、初华资本、中邮证券 | | 时间 | 2026 年 3 月 2 日-3 日 | | 地点 | 公司会议室，线上会议 | | 上市公司接待 | 董事会秘书：陈国兵 | | 人员姓名 | 证券事务代表：杨佳睿 | | | 年定增项目具体情况，以及时间安排？ 1、公司 2026 | | | 答：（1）公司 2026 年向特定对象发行股票募集资金总额不超过人民币 10 亿元， | | | 其中 亿元用 7 亿元拟投入特色高压功率半导体器件及功率集成电路晶圆代工项目，3 | | | 于补充流动资金。特色高压功率半导体器件及功率集成电路晶圆代工项目计划使用广 | | | 芯微现有厂房及附属设施并进行改造，拟通过购置生产设备、检测仪器及软 ...

Core Viewpoint - Company plans to raise up to 1 billion yuan through a private placement of A-shares to fund high-voltage power semiconductor devices and power integrated circuit wafer foundry projects, as well as to supplement working capital [1] Group 1: Business Strategy - Company is focusing on a dual-driven strategy of "deepening AIDC and focusing on power semiconductors," with power semiconductor business being the core growth driver for the future [1] - Through subsidiaries and joint ventures, the company has established a comprehensive layout in key areas of the power semiconductor supply chain, including wafer materials, chip design, and wafer foundry [1] Group 2: Production Capacity and Growth - Current production capacity of subsidiary Guangxinwei is small, limiting the ability to achieve significant scale cost advantages and to secure high-quality customer orders, making capacity bottlenecks a core constraint for business upgrades [1] - The company aims to expand production capacity to overcome these bottlenecks and enhance market influence and profitability [1] - The new project is expected to add a monthly production capacity of 60,000 wafers, focusing on high-voltage and high-power applications, which will meet the demand from downstream sectors such as AI data centers and automotive electronics [2] Group 3: Cost Efficiency and Market Competitiveness - Expansion of production capacity is expected to help the company achieve economies of scale and reduce operational costs through optimized production costs and enhanced supply chain bargaining power [2] - This will strengthen the company's competitiveness in the wafer foundry market [2]