证券代码：300661 证券简称：圣邦股份 圣邦微电子（北京）股份有限公司 投资者关系活动记录表 编号：20250620 投资者关系活动 类别 □特定对象调研 □分析师会议 □媒体采访 ■业绩说明会 □新闻发布会 □路演活动 □现场参观 □其他 （） 参与单位名称 圣邦股份 2024 年度业绩说明会采用网络远程方式进行，面向全体 投资者 时间 2025 年 6 月 20 日 15:00-17:00 地点/方式 全景网"投资者关系互动平台"（https://ir.p5w.net） 上市公司接待人 员姓名 主持人：圣邦股份 董事长兼总经理：张世龙 副董事长、副总经理兼董事会秘书：张勤 财务总监：张绚 独立董事：唐春林 投资者关系活动 主要内容介绍 在本次交流中，公司就所处行业状况、发展战略、经营业绩等情况 与投资者进行互动交流，主要问题及答复如下： 1、目前的订单情况如何？是增长还是减少？ 答：感谢您对圣邦股份的关注。公司产品线丰富、应用领域广泛， 客户众多，产品广泛应用于工业控制、汽车电子、通讯设备、医疗 仪器和消费类电子等领域。目前，伴随经济形势好转，订单呈增长 趋势。 2、面对跌跌不休的股价，有什么市值管理 ...

Group 1 - Chengdu Huayi Electronics Technology Co., Ltd. experienced a 5% decline in stock price, trading at 46.71 yuan per share, with a total market capitalization of 29.747 billion yuan [1] - The company, established on March 9, 2000, focuses on integrated circuit research, design, testing, and sales, providing overall solutions for signal processing and control systems [1] - The revenue composition of the company includes digital integrated circuits at 50.03%, analog integrated circuits at 43.20%, other products at 3.98%, technical services at 2.70%, and other supplementary services at 0.08% [1] Group 2 - Guolian An Semiconductor ETF (512480) entered the top ten circulating shareholders of Chengdu Huayi, holding 1.305 million shares, which is 0.6% of the circulating shares, with an estimated floating loss of approximately 3.2103 million yuan [2] - The fund was established on May 8, 2019, with a current size of 20.165 billion yuan, achieving a year-to-date return of 12.23% and a one-year return of 65.96% [2] Group 3 - The fund managers of Guolian An Semiconductor ETF are Huang Xin and Zhang Zhenyuan, with Huang having a tenure of 15 years and 299 days, and Zhang having a tenure of 12 years and 65 days [3] - Huang's fund has a total asset size of 36.867 billion yuan, with the best return during his tenure being 241.86% and the worst being -35.8% [3] - Zhang's fund has a total asset size of 36.491 billion yuan, with the best return during his tenure being 387.76% and the worst also being -35.8% [3]

Group 1 - Chengdu Huawi Electronics Technology Co., Ltd. experienced a stock price decline of 5.24% on February 2, with shares trading at 47.92 yuan, a transaction volume of 246 million yuan, and a turnover rate of 2.31%, resulting in a total market capitalization of 30.518 billion yuan [1] - The company, established on March 9, 2000, focuses on integrated circuit research, design, testing, and sales, providing overall solutions for signal processing and control systems [1] - The revenue composition of the company includes digital integrated circuits at 50.03%, analog integrated circuits at 43.20%, other products at 3.98%, technical services at 2.70%, and other supplementary sources at 0.08% [1] Group 2 - Southern Fund's Southern CSI 1000 ETF (512100) entered the top ten circulating shareholders of Chengdu Huawi, holding 1.7453 million shares, which accounts for 0.8% of the circulating shares, with an estimated floating loss of approximately 4.6251 million yuan [2] - The Southern CSI 1000 ETF was established on September 29, 2016, with a latest scale of 78.996 billion yuan, achieving a year-to-date return of 8.67% and a one-year return of 43.07% [2] - The fund manager of Southern CSI 1000 ETF is Cui Lei, who has been in the position for 7 years and 89 days, managing a total fund size of 137.02 billion yuan, with the best fund return during the tenure being 279.97% and the worst being -15.93% [3]

Group 1 - Chengdu Huamei Electronics Technology Co., Ltd. experienced a stock price increase of 5.37% on January 23, reaching 53.55 CNY per share, with a trading volume of 276 million CNY and a turnover rate of 2.42%, resulting in a total market capitalization of 34.103 billion CNY [1] - The company, established on March 9, 2000, focuses on integrated circuit research, design, testing, and sales, providing overall solutions for signal processing and control systems. The revenue composition includes digital integrated circuits (50.03%), analog integrated circuits (43.20%), other products (3.98%), technical services (2.70%), and others (0.08%) [1] Group 2 - Among the top circulating shareholders of Chengdu Huamei, the Jiashi Fund holds a position with its Jiashi SSE STAR Market Chip ETF (588200) having reduced its holdings by 199,700 shares in the third quarter, now holding 4.3281 million shares, which accounts for 1.99% of circulating shares. The estimated floating profit today is approximately 11.8158 million CNY [2] - The Jiashi SSE STAR Market Chip ETF (588200) was established on September 30, 2022, with a current scale of 39.658 billion CNY. Year-to-date returns are 18.93%, ranking 66 out of 5,546 in its category; the one-year return is 88.19%, ranking 159 out of 4,261; and since inception, the return is 179.11% [2]

Core Viewpoint - Yandong Micro (688172) is expected to report a significant net loss for the fiscal year 2025, with estimates ranging from -4.25 billion to -3.4 billion yuan for net profit attributable to shareholders [1] Financial Performance - The company anticipates a net profit, excluding non-recurring gains and losses, to be between -11 billion and -8.8 billion yuan for the same period [1] - The decline in profits is attributed to adverse macroeconomic conditions affecting consumer products, increased competition leading to lower product prices, and rising R&D expenses, personnel costs, and stock incentive amortization [1] Business Overview - Yandong Micro's main business includes the design, production, and sales of discrete devices and analog integrated circuits, as well as providing open wafer manufacturing and packaging testing services [1]

Group 1: Market Activity - A total of 26 companies submitted applications to the Hong Kong Stock Exchange last week, marking a recent high in submissions [2] - Among the 26 companies, 3 passed the hearing, and 1 company is currently in the process of an IPO [10][12] Group 2: Industry Highlights - The semiconductor and computing sectors are particularly active, with companies like Weizhao Semiconductor and Placo Electronics submitting applications [2] - Weizhao Semiconductor reported a revenue of 615 million yuan and a profit of 40.25 million yuan for the first nine months of 2025 [2] - Placo Electronics achieved a revenue of 751 million yuan and a profit of 76.11 million yuan for the same period [2] Group 3: Robotics Sector - Several robotics companies, including Yifei Intelligent and Estun, are also pursuing listings [3] - Estun is ranked first in the industrial robotics sector by revenue, with a market share of 1.7% globally [3] - TuoStar is recognized as a leader in the domestic industrial robotics market, with a revenue of 1.688 billion yuan and a net profit of 47 million yuan for the first nine months of 2025 [3] Group 4: Biopharmaceutical Sector - Multiple biopharmaceutical companies are applying for listings, including Zeling Bio and Exegenesis Bio Inc. [4][5] - Zeling Bio reported a loss of 1.19 million yuan for the first nine months of 2025, while Exegenesis Bio has not yet received regulatory approval for its products [5][6] - Shanghai Shengsheng achieved a revenue of 538 million yuan and a net profit of 11.3 million yuan for the same period [4] Group 5: Food and Beverage Sector - The food and beverage sector is seeing significant activity, with companies like Yuanji Food and Qian Dama submitting applications [7] - Yuanji Food reported an adjusted net profit of 192 million yuan for the first nine months of 2025, a 31% increase year-on-year [7] - Qian Dama achieved a GMV of 14.8 billion yuan in 2024, maintaining its position as the top player in the community fresh product retail chain industry [7] Group 6: New Listings - Four new stocks were listed last week, with all experiencing price increases on their first trading day [13] - The stock of Howie Group, a global leader in CMOS image sensors, rose by 16.22% on its debut [13] - Zhaoyi Innovation, a storage chip leader, saw its stock price increase by 38.27% on its first day of trading [13]

Core Viewpoint - Yandong Microelectronics has shown a significant increase in stock price and trading activity, indicating positive market sentiment despite recent fluctuations in the stock performance [1][2]. Group 1: Stock Performance - As of January 15, Yandong Microelectronics' stock price rose by 2.09% to 33.22 CNY per share, with a trading volume of 3.31 billion CNY and a turnover rate of 1.31%, resulting in a total market capitalization of 474.25 billion CNY [1]. - Year-to-date, the stock price has increased by 14.79%, but it has experienced a decline of 8.00% over the last five trading days [1]. - Over the past 20 days, the stock has risen by 23.63%, and over the past 60 days, it has increased by 28.36% [1]. Group 2: Financial Performance - For the period from January to September 2025, Yandong Microelectronics reported a revenue of 1.167 billion CNY, reflecting a year-on-year growth of 18.03% [2]. - The company recorded a net profit attributable to shareholders of -134.004 million CNY, which represents a year-on-year increase of 89.02% [2]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Yandong Microelectronics reached 21,200, an increase of 24.34% compared to the previous period [2]. - The average number of circulating shares per shareholder decreased by 19.58% to 27,621 shares [2]. - The company has distributed a total of 47.9642 million CNY in dividends since its A-share listing [3]. Group 4: Institutional Holdings - As of September 30, 2025, Yandong Microelectronics' top ten circulating shareholders include Yongying Semiconductor Industry Intelligent Selection Mixed Fund, which is the seventh largest shareholder with 13 million shares, marking a new entry [3]. - The ninth largest shareholder, Harvest SSE STAR Market Chip ETF, holds 6.4795 million shares, an increase of 779,600 shares compared to the previous period [3].

Company Overview - Jiewa Microelectronics Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange, with CITIC Securities as the sole sponsor [2] - The company previously submitted a listing application on May 30, 2025 [2] - Jiewa is ranked 13th globally in the analog integrated circuit market by revenue, with a market share of 0.9% in 2024 [6] Business Model - Jiewa operates as an Integrated Device Manufacturer (IDM) focusing on the research and development of analog integrated circuits [4] - The company collaborates with foundries for production while developing proprietary process platforms to control key production steps [4] Product Portfolio - The product lineup includes power management integrated circuits and signal chain integrated circuits, with approximately 3,400 models available for sale as of October 31, 2025 [5] - Over 2,100 models are specifically power management integrated circuits [5] Market Position - In the Chinese market, Jiewa ranks 8th globally and 4th among Chinese companies in power management integrated circuits, with a market share of 1.3% [6] - The company ranks 6th globally and 2nd among Chinese companies in DC-DC integrated circuits, holding a market share of 1.9% [6] - In the communications market, Jiewa ranks 5th globally and 2nd in China for power management integrated circuits, with a market share of 3.0% [6] Financial Performance - Revenue for the year ending December 31, 2022, was approximately RMB 1.45 billion, with a gross profit margin of 38.5% [8][11] - The company reported a loss of RMB 533 million for the year ending December 31, 2023, with a gross profit margin of 11.8% [9][11] - Projected revenue for 2024 is RMB 1.68 billion, with a gross profit margin expected to improve to 15.1% [8][11] Industry Overview - The global integrated circuit market is projected to grow from RMB 2.49 trillion in 2020 to RMB 3.61 trillion by 2024, with a compound annual growth rate (CAGR) of 9.7% [12] - The Chinese integrated circuit market is expected to expand from RMB 0.88 trillion in 2020 to RMB 1.45 trillion by 2024, with a CAGR of 13.3% [12] - Key drivers for growth include advancements in artificial intelligence, automotive electronics, and communication technologies [12]

Group 1 - The core point of the article is that Jiewa Technology Co., Ltd. has submitted an application for listing on the Hong Kong Stock Exchange, with CITIC Securities as its sole sponsor [1] - Jiewa is a manufacturer operating under a virtual integrated device model, focusing on the research and development of analog integrated circuits [1] - The company previously submitted a listing application to the Hong Kong Stock Exchange on May 30, 2025 [1]

Group 1 - The core point of the article is that Jiewa Technology Co., Ltd. has submitted an application for listing on the Hong Kong Stock Exchange, with CITIC Securities as the sole sponsor [1] - Jiewa is an analog integrated circuit design company that operates under a virtual integrated device manufacturing model, focusing on the research and development of analog integrated circuits [1] Group 2 - The company previously submitted a listing application to the Hong Kong Stock Exchange on May 30, 2025 [1] - The application includes details about the number of H-shares to be issued, which is contingent upon certain conditions [2] - The face value of each H-share is set at RMB 1.00 [2]