工规MCU

Search documents
本土MCU大厂进入“无主时代”
是说芯语· 2025-06-15 01:27
行业老兵傅启明退场 根据2024年年报,傅启明通过威朗国际间接持有公司4920.65万股,占总股本的14.41%,是中颖 电子的实际控制人、董事长。 近日,中颖电子发布公告称,公司控股股东威朗国际集团有限公司(以下简称"威朗国际")及股东 Win Channel Ltd.(以下简称"Win Channel")与上海致能工业电子有限公司(以下简称"致能工 电")签署《股份转让协议》,拟合计转让14.20%公司股份。本次股份协议转让价格为 25.677 元 / 股,股份转让的交易总价合计约 12.45 亿元。 简历显示,现年67岁的傅启明毕业于台湾交通大学电信工程学系。他自1983年起便从事集成电路 设计行业,历任联华电子股份有限公司集成电路设计部门设计工程师、飞利浦集成电路设计部门资 深工程师等职,于2002年正式加入中颖电子。 此次权益变动后,致能工电将通过股份持有及表决权委托合计控制公司23.40%股份,成为新任控 股股东,而中颖电子实际控制人将变更为"无实际控制人"状态。公司股票于6月10日复牌。 根据公告,威朗国际拟转让3171.8万股,Win Channel拟转让1676.74万股,合计4848.54 ...
半导体“老兵”交出控制权,中颖电子将进入“无主”时代
Hua Xia Shi Bao· 2025-06-11 08:43
Core Viewpoint - The control of Zhongying Electronics (300327.SZ) is changing hands from its current major shareholder, Weilang International Group, to Shanghai Zhineng Industrial Electronics Co., Ltd., resulting in the company having no actual controller after the transaction [2][3]. Share Transfer Details - Weilang International and Win Channel will transfer a combined 14.2% of shares at a price of 25.677 yuan per share, totaling approximately 1.245 billion yuan, which is a 21.5% premium over the last closing price before suspension [3]. - After the transfer, Zhineng Industrial will hold 14.2% of Zhongying Electronics' shares and control 23.4% of the company through voting rights [3]. Financial and Operational Background of Zhineng Industrial - Zhineng Industrial, established in December 2020, has a registered capital of 2.446 billion yuan and focuses on high-end industrial and automotive chip sectors [4]. - As of the end of 2024, Zhineng Industrial is projected to have total assets of approximately 5.17 billion yuan and a net profit of about 9.35 million yuan [4]. Performance of Zhongying Electronics - Zhongying Electronics has experienced declining revenues and profits from 2022 to 2024, with revenues of 1.602 billion yuan in 2022, dropping to 1.343 billion yuan in 2024, and net profits decreasing from 323 million yuan to 134 million yuan during the same period [6]. - The company operates under a fabless model, primarily focusing on the design and sale of chips, with a significant portion of revenue coming from industrial MCUs [6]. Industry Context and Challenges - The MCU market is currently facing a downturn due to oversupply and weak demand, leading to intensified price competition [8][9]. - Experts suggest that while the market is in a down cycle, there is potential for recovery driven by AI demand and technological advancements in the coming years [9].
中颖电子拟易主基金连续三个季度减仓 市场竞争加剧净利三年连降研发缩水
Chang Jiang Shang Bao· 2025-06-09 23:36
长江商报奔腾新闻记者 沈右荣 上市以来,中颖电子积极布局。根据年报,2024年,公司主要产品细分为工规MCU、电池管理芯片、 AMOLED(主动式有机发光二极管)显示驱动芯片、车规MCU等。工规 MCU主要用于智能家电、变 频电机、智能物联;电池管理芯片(BMIC)主要用于 3C 锂电池及动力电池管理;AMOLED 显示驱动芯 片主要用于智能手机、智能穿载;车规 MCU主要涵盖电控、电机及电池管理。 近年来,工规MCU的营收占比接近60%;BMIC则在30%左右。 经营业绩方面,2013年至2021年,中颖电子实现了营业收入、归属于母公司股东的净利润(简称"归母 净利润")持续双增,但从2022年开始,营业收入呈现止步不前趋势,而归母净利润则是连续三年下 降。2022年至2024年,其归母净利润分别为3.23亿元、1.86亿元、1.34亿元,同比下降12.86%、 42.32%、28.01%。 今年一季度,公司实现的营业收入为3.19亿元,同比微增0.05%;归母净利润为1555.86万元,同比下降 50.08%。 尽管业绩下滑,但中颖电子的财务状况依然较好。截至今年一季度末,公司资产负债率为19.94%,期 ...