责任编辑：小浪快报 电科芯片所属申万行业为：电子-半导体-模拟芯片设计。所属概念板块包括：短报文概念、北斗导航、 航天军工、央企改革、中国电科集团等。 截至6月30日，电科芯片股东户数7.54万，较上期减少4.01%；人均流通股15698股，较上期增加4.18%。 2025年1月-6月，电科芯片实现营业收入4.48亿元，同比减少8.53%；归母净利润842.24万元，同比减少 78.05%。 分红方面，电科芯片A股上市后累计派现2.94亿元。近三年，累计派现0.00元。 机构持仓方面，截止2025年6月30日，电科芯片十大流通股东中，国联安中证全指半导体产品与设备 ETF联接A（007300）位居第八大流通股东，持股752.89万股，相比上期增加68.07万股。南方中证 1000ETF（512100）位居第十大流通股东，持股655.50万股，为新进股东。 9月24日，电科芯片盘中上涨2.39%，截至10:56，报14.55元/股，成交2.05亿元，换手率1.21%，总市值 172.28亿元。 资金流向方面，主力资金净流入341.37万元，特大单买入1099.55万元，占比5.36%，卖出452.60万元， 占 ...

Company Overview - The company, China Electronics Technology Group Corporation (CETC) Chip Technology Co., Ltd., is located in Chongqing and was established on November 14, 1987, with its stock listed on October 13, 1995 [1] - The main business involves the design, research and development, manufacturing, testing, and sales of silicon-based analog semiconductor chips and related products [1] - The revenue composition includes integrated circuit sales (68.79%), chargers and power adapters (27.20%), other business income (3.25%), and technical services (0.77%) [1] Stock Performance - As of September 17, the stock price increased by 2.04% to 14.53 CNY per share, with a trading volume of 2.12 billion CNY and a turnover rate of 1.25%, resulting in a total market capitalization of 172.04 billion CNY [1] - Year-to-date, the stock price has risen by 10.16%, with a 5-day increase of 5.37%, a 20-day increase of 2.11%, and a 60-day increase of 18.71% [1] Financial Performance - For the first half of 2025, the company reported a revenue of 448 million CNY, a year-on-year decrease of 8.53%, and a net profit attributable to shareholders of 8.42 million CNY, down 78.05% year-on-year [2] - The company has distributed a total of 294 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 4.01% to 75,400, while the average circulating shares per person increased by 4.18% to 15,698 shares [2] - The top ten circulating shareholders include Guolian An Zhongzheng Semiconductor Products and Equipment ETF, which increased its holdings by 680,700 shares to 7.5289 million shares, and Southern Zhongzheng 1000 ETF, which is a new shareholder with 6.555 million shares [3]

9月16日，电科芯片盘中下跌2.01%，截至10:13，报14.12元/股，成交1.50亿元，换手率0.89%，总市值 167.19亿元。 资金流向方面，主力资金净流出2104.40万元，特大单买入222.99万元，占比1.48%，卖出1460.01万元， 占比9.71%；大单买入2268.08万元，占比15.09%，卖出3135.46万元，占比20.86%。 机构持仓方面，截止2025年6月30日，电科芯片十大流通股东中，国联安中证全指半导体产品与设备 ETF联接A（007300）位居第八大流通股东，持股752.89万股，相比上期增加68.07万股。南方中证 1000ETF（512100）位居第十大流通股东，持股655.50万股，为新进股东。 责任编辑：小浪快报 截至6月30日，电科芯片股东户数7.54万，较上期减少4.01%；人均流通股15698股，较上期增加4.18%。 2025年1月-6月，电科芯片实现营业收入4.48亿元，同比减少8.53%；归母净利润842.24万元，同比减少 78.05%。 分红方面，电科芯片A股上市后累计派现2.94亿元。近三年，累计派现0.00元。 电科芯片今年以来股价涨7. ...

Core Viewpoint - The stock of Electric Science and Technology Chip has shown a positive trend with a year-to-date increase of 11.52%, indicating potential growth in the semiconductor sector [1] Company Overview - Electric Science and Technology Chip Co., Ltd. is located in Chongqing and was established on November 14, 1987, with its stock listed on October 13, 1995 [1] - The company specializes in the design, research and development, manufacturing, testing, and sales of silicon-based analog semiconductor chips and related products [1] - The main revenue sources are integrated circuit sales (68.79%), chargers and power adapters (27.20%), other business income (3.25%), and technical services (0.77%) [1] Financial Performance - As of June 30, 2025, the company reported a revenue of 448 million yuan, a year-on-year decrease of 8.53%, and a net profit attributable to shareholders of 8.42 million yuan, down 78.05% year-on-year [2] - Cumulative cash dividends since the A-share listing amount to 294 million yuan, with no dividends paid in the last three years [3] Shareholder Information - As of June 30, 2025, the number of shareholders is 75,400, a decrease of 4.01% from the previous period, while the average circulating shares per person increased by 4.18% to 15,698 shares [2] - The top ten circulating shareholders include Guolian An Zhongzheng Semiconductor Products and Equipment ETF, which increased its holdings by 680,700 shares [3]

Core Viewpoint - The financial performance of China Electronics Technology Group Corporation's chip subsidiary (referred to as "the company") remains under pressure, with a decline in revenue and net profit in 2024, despite some positive developments in the first quarter of 2025 [1][3]. Financial Performance - In 2024, the company reported a revenue of 1.045 billion yuan and a net profit of 69 million yuan, indicating ongoing performance challenges [1]. - For the first quarter of 2025, the company achieved a revenue of 197 million yuan and a net profit of approximately 12.45 million yuan [1]. Market Challenges - The company faces significant challenges in the analog chip market, primarily due to declining demand in consumer electronics and security electronics, as well as price reductions impacting overall performance [3][4]. - The semiconductor industry is experiencing downward pressure, with inventory backlogs and limited demand growth in downstream sectors [4]. Positive Developments - The company's subsidiary, Southwest Integrated Circuit Design Co., Ltd. (referred to as "Southwest Design"), reported a 30.95% increase in revenue year-on-year, driven by new orders in the safety electronics and satellite communication sectors [3]. - The company has increased its gross profit margin by 5.66 percentage points compared to the previous year, reflecting ongoing product structure optimization [3]. R&D and Innovation - The company has committed to increasing R&D investment, with a total of 218 million yuan allocated in 2024, representing 20.82% of its revenue, up from 13.54% the previous year [5]. - As of the end of 2024, the company holds 161 authorized patents and has focused on developing new products in emerging fields such as satellite communication, safety electronics, and smart connected vehicles [5][6]. Market Expansion - The company aims to expand its market presence by developing a wide range of integrated products and providing comprehensive solutions to end customers [6]. - Looking ahead to 2025, the company plans to enhance its product offerings and focus on key sectors, including satellite communication, safety electronics, and industrial control, to achieve market breakthroughs and strengthen its position in the industry [6].