证券代码：300782 证券简称：卓胜微 公告编号：2025-055 江苏卓胜微电子股份有限公司 关于 2025 年度向特定对象发行股票摊薄即期回报 及填补措施及相关主体承诺事项（修订稿）的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 江苏卓胜微电子股份有限公司（以下简称"公司"或"卓胜微"）第三届董 事会第九次会议审议通过了关于公司向特定对象发行A股股票的相关议案、第三 届董事会第十二次会议审议通过了关于调整公司向特定对象发行A股股票的相 关议案。根据《国务院办公厅关于进一步加强资本市场中小投资者合法权益保护 工作的意见》（国办发2013110号）、《国务院关于进一步促进资本市场健康发 展的若干意见》（国发201417号）和《关于首发及再融资、重大资产重组摊薄 即期回报有关事项的指导意见》（证监会公告201531号）等相关法律、法规和 规范性文件的要求，为保障投资者特别是中小投资者利益，公司就本次向特定对 象发行股票对即期回报摊薄的影响进行了认真分析，并制定了具体的摊薄即期回 报的填补措施，相关主体对公司填补回报措施能够得到切实履行作出了承诺，具 体 ...

证券代码：300782 证券简称：卓胜微 江苏卓胜微电子股份有限公司 方案论证分析报告 （修订稿） 二〇二五年七月 射频前端产业是集成电路行业中的重要组成部分，随着通信技术不断迭代，射频前 端需求日益丰富，射频前端芯片解决方案的定制化、集成化、模组化已逐渐成为产业趋 势。根据 QY Research 统计，2024 年全球射频前端模组市场约为 265.40 亿美元，未来有 望保持增长态势，主要受以下因素驱动： （1）庞大的智能手机市场为射频前端芯片市场提供了广阔的市场空间 移动智能终端产品是射频前端芯片的主要下游应用，智能手机是移动智能终端中普 及率最高、形态最多元、需求量最大的产品。2023 年以来，在经历库存积压、更换周期 长及技术创新瓶颈等因素后，全球智能手机市场出现回温信号。根据 Canalys 的统计， 机的迅速发展为智能手机行业提供了新的增长点。根据 IDC 的统计，2024 年全球智能手 机出货量同比增长 6.4%，达到约 12.4 亿部；IDC 在其发布的《2025 年中国智能手机市 场十大洞察》中提到，2023 年开始的换机周期有望在 2025 年延续，2025 年中国智能手 机市场出货量将 ...

Core Viewpoint - Mergers and acquisitions (M&A) have become a crucial means for companies to achieve strategic expansion, resource integration, and capability enhancement, particularly in the semiconductor industry, as exemplified by Guokewai's acquisition of a majority stake in Zhongxin Integrated Circuit (Ningbo) Co., Ltd. [2][3] Company Summary - Guokewai plans to acquire 94.37% of Zhongxin Ningbo through a combination of share issuance and cash payment, while Zhongxin International will sell its 14.832% stake in Zhongxin Ningbo [2][3] - Zhongxin Ningbo has accumulated losses exceeding 1.6 billion yuan in 2023 and 2024, raising questions about Guokewai's decision to acquire this underperforming asset [2][3] - The acquisition aims to secure high-end BAW filter manufacturing technology, which is critical for domestic production and reducing reliance on foreign suppliers [3][6] - Guokewai's transition from a pure chip design company to a dual-driven model of "digital chip design + analog chip manufacturing" enhances its competitiveness in the semiconductor industry [6] Industry Summary - China is the largest consumer market for RF filters, accounting for nearly 30% of the global market, yet domestic companies hold less than 5% of the BAW filter market, dominated by U.S. firms [4] - Zhongxin Ningbo has established partnerships with leading domestic mobile communication terminal companies to ensure stable supply and capacity release for filter products [5] - The semiconductor industry is experiencing a surge in M&A activities, with nearly 30 disclosed transactions in the first quarter of 2025, driven by policy support and market demand [8][10] - The "Six M&A Rules" introduced in 2024 aim to optimize the restructuring environment and encourage long-term investment, facilitating industry consolidation [7][9] - The ongoing trend of M&A in the semiconductor sector is seen as a pathway for domestic companies to overcome technological bottlenecks and enhance competitiveness on a global scale [10]

全球与中国射频干扰输入滤波器市场发展趋势及投资风险展望报告2025-2031年 1 射频干扰输入滤波器市场概述 1.1 产品定义及统计范围 1.2 按照不同产品类型，射频干扰输入滤波器主要可以分为如下几个类别 【全新修订】：2025年6月 【出版机构】：中智信投研究网 【内容部分有删减·详细可参中智信投研究网出版完整信息！】 【免费售后 服务一年，具体内容及订购流程欢迎咨询客服人员 】 报告目录 1.2.1 全球不同产品类型射频干扰输入滤波器销售额增长趋势2020 VS 2024 VS 2031 1.2.2 SAW射频滤波器 1.2.3 BAW射频滤波器 1.2.4 其他 1.3 从不同应用，射频干扰输入滤波器主要包括如下几个方面 1.3.1 全球不同应用射频干扰输入滤波器销售额增长趋势2020 VS 2024 VS 2031 1.3.2 蜂窝设备 1.3.3 GPS设备 1.3.4 平板电脑 1.3.5 其他 1.4 射频干扰输入滤波器行业背景、发展历史、现状及趋势 1.4.1 射频干扰输入滤波器行业目前现状分析 1.4.2 射频干扰输入滤波器发展趋势 2 全球射频干扰输入滤波器总体规模分析 2.1 全球射 ...

2025年05月27日，麦捷科技2024年度和2025年第一季度网上业绩说明会在全景网顺利举行。出席本次业 绩说明会的人员有总经理张美蓉、董事会秘书、财务总监居济民、独立董事黄森、保荐代表人刘洋。 根据全景数据后台统计，在今天的交流过程中，来自全国多个省、市地区的投资者共向上市公司提问50 个，公司嘉宾共回答问题50个，答复率100.00%，充分实现了上市公司与投资者的良好互动。 以下为业绩说明会问答实录： 1、问：资产增长主要驱动因素是什么？公司如何看待当前资产负债率水平？【征集问题】 回答：您好，公司已经制定市值管理办法。公司将根据股东要求和股价走势情况，积极做好市值管理工 作。谢谢！ 4、问：贵公司财务总兼任董秘，工作强度太大，应该聘请专业的董秘来给居总分担压力，尤其是贵公 司最近股价走势趋向行业末端的情况下，居总的压力是否太大？【征集问题】 回答：您好，公司经营情况良好，股价走势属于正常市场波动，敬请注意投资风险。感谢您的建议！ 5、问：贵公司多次提出加强市值管理，请问具体的市值管理方案什么时候出台，是否有确切的时间进 度安排？不能忽悠广大股民，以前网友也提过，你们门户网站更新信息太慢太陈旧，承诺整改 ...

Group 1 - Cixing Co., Ltd. (300307.SZ) announced plans to acquire Shenyang Shunyi through a combination of issuing shares and cash payments, following the termination of a previous acquisition of Wuhan Minsong three months prior [1][4] - The trading of Cixing's shares will be suspended starting May 20, with a plan to disclose the transaction details within 10 trading days, expected to resume trading on June 4 [1] - Shenyang Shunyi recently disclosed its IPO progress, with Changjiang Securities assisting in meeting the requirements for its public offering [1][2] Group 2 - The decision for Shenyang Shunyi to seek acquisition instead of pursuing an IPO is influenced by the uncertainty of the IPO process and the pressure for investors to exit, leading to a preference for mergers and acquisitions [3] - Recent policy changes have increased IPO thresholds while encouraging mergers and acquisitions, making the latter a more viable exit strategy [3] - Cixing's previous acquisition attempt of Wuhan Minsong was unsuccessful due to a lack of agreement on specific terms, which may have prompted the current acquisition strategy [4] Group 3 - Cixing operates in the intelligent knitting machinery sector, while Shenyang Shunyi focuses on high-tech intelligent control technologies, indicating a significant difference in their business areas [4] - As of May 19, Cixing's stock price was 8.99 yuan per share, with a total market capitalization of 7.14 billion yuan [6]

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].

| 序号 | 股东名称 | 持股数量(股) | 占公司总股本比例 | | --- | --- | --- | --- | | | 许志翰 | 35,373,050 | 6.62% | | 2 | FENG CHENHUI(冯晨晖) | 40,491,416 | 7.57% | | ਤੇ | YI GEBING(易戈兵) | 32,757,451 | 6.13% | 具体来看，持有卓胜微股份 108,621,917 股（占公司总股本比例20.32%）的实际控制人及其一致 行动人许志翰 、FENG CHENHUI（冯晨晖）、YI GEBING（易戈兵）计划在该公告披露之日起 十五个交易日后的三个月内以集中竞价方式及/或大宗交易方式合计减持公司股份不超过5,345,475 股（占公司总股本比例1.00%）。 依据卓胜微2024年年报，许志翰是卓胜微董事长、总经理；FENG CHENHUI（冯晨晖）是卓胜微 董事、副总经理。YI GEBING（易戈兵）则将其持有的卓胜微6.13%的股权对应的全部表决权、 如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容来自半导体行业观察综合。 2025年5月18日晚间，市值近40 ...