瑞财经 刘治颖 6月27日，安徽钜芯半导体科技股份有限公司（以下简称：钜芯科技）北交所IPO获受理，保荐机构为国泰海通证券股份有限公司，保荐代表 人为黄蕾、周永鹏，会计师事务所为容诚会计师事务所（特殊普通合伙）。 招股书显示，钜芯科技是一家专注于半导体功率器件及芯片研发、封装测试、生产和销售的高新技术企业，产品以光伏组件保护功率器件为主，产品线涵盖 整流、快恢复、超快恢复、肖特基、瞬态电压抑制器（TVS）等二极管及整流桥堆、MOSFET等功率器件产品。 本次IPO，钜芯科技拟募集资金2.95亿元，将用于特色分立器件产线建设项目、研发中心建设项目及补充流动资金。 业绩方面，2022年至2024年，钜芯科技营业收入分别为3.51亿元、5.58亿元、5.64亿元，净利润分别为2743.92万元、6659.15万元、5457.26万元，毛利率分别 为19.29%、21.61%、16.7%。 | 项目 | 2024年12月31日 | 2023年12月31日 | 2022年12月31日 | | --- | --- | --- | --- | | | /2024年度 | /2023年度 | /2022年度 | | 资产总计 ...

Core Viewpoint - Anhui Juxin Semiconductor Technology Co., Ltd. officially listed on the Beijing Stock Exchange as a "hidden champion" in photovoltaic power devices, aiming to raise 295 million yuan through the issuance of up to 30 million shares [1] Group 1: Company Overview - The company specializes in the research, development, packaging, testing, production, and sales of semiconductor power devices and chips, focusing primarily on photovoltaic component protection power devices [2] - The product line includes rectifiers, fast recovery, ultra-fast recovery, Schottky diodes, transient voltage suppressors (TVS), rectifier bridge stacks, and MOSFETs [2] Group 2: Financial and Shareholder Information - As of the signing date of the prospectus, the controlling shareholder, Cao Sungeng, directly holds 53.54 million shares, accounting for 59.49% of the total shares, and indirectly controls 8.38% of the voting rights through Juxin Partnership, totaling 67.87% of the voting rights [2] - The company has 15 institutional shareholders, with one having completed the private investment fund filing process [2] Group 3: Historical Milestones - On July 29, 2023, the shareholders' meeting approved the overall change to a joint-stock company [4] - On August 25, 2023, the company completed the business registration and changed its name to Anhui Juxin Semiconductor Technology Co., Ltd. [5] - The company signed a listing guidance agreement with Haitong Securities on November 17, 2023, originally planning to list on the Shenzhen Stock Exchange's Growth Enterprise Market [6] - Throughout 2024, the company underwent multiple rounds of capital increases, raising its registered capital to 83.49 million yuan [7] - On January 2, 2025, the company was listed on the New Third Board with the stock code 874103 [8] - On June 24, 2025, the company passed the listing guidance acceptance by the Anhui Securities Regulatory Bureau and submitted listing application materials to the Beijing Stock Exchange [10]

员工持股计划彰显增长信心，考核要求27 年营收不低于100 亿元或净利润不低于15 亿元。2025 年5 月 30 日，扬杰科技发布奋斗者计划（六期）员工持股计划（草案）。本持股计划设立时资金总额不超1.63 亿元，初始设立时持有人总人数不超500 人；购买股票的价格为47.71 元/股。业绩考核要求需满足以下 两个条件之一：1、2027 年营收不低于100 亿元；2、2027 年净利润不低于15 亿元。 风险提示：下游终端市场需求不及预期风险，新技术、新工艺、新产品无法如期产业化风险，海外业务 带来的汇率波动风险，市场竞争加剧风险，系统性风险等。 扬杰科技坚持双品牌运营战略，在二极管/整流桥领域形成"护城河"，成为该产品领域全球领先企业， 对标国际第一梯队公司，同时基于稳定的盈利能力基础上，不断开拓车载中低压功率器件，规模化效应 持续凸显。 650V/1200V/1700V13mΩ-1000mΩ，1200V SiCMOS 平台部分指标可对标国际水平，新增FJ、62mm、 EasyPack 等系列SiC模块产品。2）IGBT：基于Fabless 模式，在8 寸、12 寸平台完成了1.6/2.2μm pitch ...

Core Viewpoint - Yangjie Technology aims to climb into the mid-to-high-end manufacturing sector, setting ambitious performance targets for 2027, including a revenue goal of no less than 10 billion yuan and a net profit target of no less than 1.5 billion yuan [2][4][6] Group 1: Financial Performance and Goals - In 2024, Yangjie Technology achieved a revenue of 6.033 billion yuan, representing a year-on-year growth of 11.53%, and a net profit of 1.002 billion yuan, up 8.50% year-on-year [7] - The company’s 2027 performance targets are designed to enhance competitiveness and motivate employees, reflecting the company's ongoing market share expansion and industry competitiveness [7][6] Group 2: International Expansion and Market Position - Yangjie Technology is gradually moving towards group and international operations, with overseas sales revenue reaching 1.364 billion yuan in 2024, a year-on-year increase of 12.28%, accounting for 22.61% of total revenue [3][11] - The company has established a localized R&D, manufacturing, and sales network across multiple countries, including 5 R&D centers and 15 wafer and packaging factories [8][10] Group 3: Employee Stock Ownership Plan - The employee stock ownership plan includes up to 500 participants, including key executives and core business personnel, with performance targets tied to the company's 2027 revenue and profit goals [4][6] Group 4: Research and Development Investment - Yangjie Technology has consistently increased its R&D investment, with expenditures of 293 million yuan, 356 million yuan, and 423 million yuan from 2022 to 2024, reflecting year-on-year growth rates of 21.03%, 21.57%, and 19% respectively [12] - The company holds a total of 655 intellectual property rights, including 114 invention patents, indicating a strong focus on innovation [12]