鹏华优选成长混合A（010488）基金经理为蒋鑫。 截至发稿，蒋鑫累计任职时间9年111天，现任基金资产总规模48.9亿元，任职期间最佳基金回报 141.7%， 任职期间最差基金回报-21.03%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 10月10日，裕太微跌5.09%，截至发稿，报115.51元/股，成交2.02亿元，换手率3.44%，总市值92.41亿 元。 资料显示，裕太微电子股份有限公司位于江苏省苏州市高新区金山东路78号202室,上海市浦东新区盛荣 路388弄18号楼，成立日期2017年1月25日，上市日期2023年2月10日，公司主营业务涉及高速有线通信 芯片的研发、设计和销售。主营业务收入构成为：芯片商品销售收入99.44%，其他(补充)0.49%，技术 服务费0.06%，其他商品销售0.01%。 从裕太微十大流通股东角度 数据显示，鹏华基金旗下1只基金位居裕太微十大流通股东。鹏华优选成长混合A（010488）二季度持 有股数5 ...

10月9日，裕太微盘中上涨2.01%，截至11:20，报123.92元/股，成交1.98亿元，换手率3.25%，总市值 99.14亿元。 资金流向方面，主力资金净流出278.45万元，特大单买入2241.28万元，占比11.32%，卖出2589.86万 元，占比13.08%；大单买入5673.91万元，占比28.65%，卖出5603.77万元，占比28.30%。 裕太微今年以来股价涨25.17%，近5个交易日涨2.41%，近20日涨10.45%，近60日涨41.72%。 资料显示，裕太微电子股份有限公司位于江苏省苏州市高新区金山东路78号202室,上海市浦东新区盛荣 路388弄18号楼，成立日期2017年1月25日，上市日期2023年2月10日，公司主营业务涉及高速有线通信 芯片的研发、设计和销售。主营业务收入构成为：芯片商品销售收入99.44%，其他(补充)0.49%，技术 服务费0.06%，其他商品销售0.01%。 裕太微所属申万行业为：电子-半导体-模拟芯片设计。所属概念板块包括：百元股、基金重仓、华为概 念、汽车电子、小米概念等。 截至6月30日，裕太微股东户数7497.00，较上期增加3.28%；人 ...

Core Viewpoint - Yutai Microelectronics has shown significant stock performance and growth in revenue, indicating a positive outlook for the company in the semiconductor industry [1][2]. Group 1: Stock Performance - As of September 18, Yutai Micro's stock price increased by 2.00%, reaching 117.77 CNY per share, with a total market capitalization of 9.422 billion CNY [1]. - The stock has risen 18.96% year-to-date, with a 2.44% increase over the last five trading days, 15.88% over the last 20 days, and 30.84% over the last 60 days [1]. - The trading volume was 98.92 million CNY, with a turnover rate of 1.71% [1]. Group 2: Financial Performance - For the first half of 2025, Yutai Micro reported a revenue of 222 million CNY, reflecting a year-on-year growth of 43.41% [2]. - The company recorded a net profit attributable to shareholders of -104 million CNY, which is a 3.89% increase compared to the previous period [2]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders increased by 3.28% to 7,497, while the average number of circulating shares per person decreased by 3.17% to 6,645 shares [2]. - Among the top ten circulating shareholders, notable increases in holdings were observed for Taixin Small and Medium Cap Selected Mixed Fund and Taixin Xinxuan Mixed A Fund [2].

Core Viewpoint - Xiamen Youxun Chip Co., Ltd. is a leading enterprise in the domestic optical communication chip field, currently applying for an IPO and has established a complete core technology system in optical communication chip design [1][2] Shareholding Structure - The company was founded in February 2003, with Ping Xu as the first major shareholder and actual controller until January 2013. From January 2013 to November 2022, there were no controlling shareholders or actual controllers. Since November 2022, the actual controllers have been Ke Binglan and Ke Tenglong [2][3] Management Changes - In March 2009, due to operational disagreements, Ping Xu's salary was significantly reduced, and the management was transferred to Ke Binglan. Despite this, Ping Xu was still recognized as the actual controller until 2013 [2][3] Financial Performance - Youxun's gross profit margin is higher than the industry average, with margins of 55.26%, 49.14%, and 46.75% for 2022, 2023, and 2024 respectively, compared to competitors like Yutai Micro's margins of 42.35%, 39.78%, and 42.65% [3][4] - The company has lower procurement costs for raw materials compared to competitors, with wafer prices at 6815.7 yuan per piece, which is over 15% lower than Yutai Micro's 8388.51 yuan per piece [3][4] Cost Structure - The average unit cost of optical communication transceiver chips for the first half of 2025 is projected to be 1.13 yuan per piece, a slight decrease from 1.18 yuan in 2024, primarily due to a significant reduction in wafer costs [6] - In 2024, the company procured wafers worth 235.46 million yuan and packaging services worth 80.46 million yuan, while the cost of materials and packaging transferred to the main business was only 148.30 million yuan and 64.11 million yuan respectively, indicating a discrepancy in accounting [8][9] Inventory Management - The company's inventory increased from 90.36 million yuan in 2023 to 174.97 million yuan in 2024, but this increase does not fully account for the procurement and consumption discrepancies, suggesting potential issues in inventory management [8][9]

每日经济新闻消息，近日，一则"33岁女董秘突遭解聘"的事件引发关注。 科创板公司裕太微近日发布公告称，公司第二届董事会第五次会议审议通过了《关于解聘王文倩女士董事 会秘书的议案》，王文倩即日起不再担任公司董事会秘书职务，后续将由董事长史清代行董秘职务，履行 信息披露义务。 | 姓名 | 离任职务 | 离任时间 | 原定任期 | 离任原因 | 是否继续在 上市公司及 | 具体职务 | 是否存在 未履行完 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | (如适 | | | | | | 到期日 | | 其控股子公 | 用) | 毕的公开 | | | | | | | 司任职 | | 承诺 | | 王文倩 | 董事会秘书 | 2025 年 8 | 2027年12 | 解聘 | 否 | 不适用 | 是 | | | | 月 14 日 | 月1日 | | | | | 而王文倩的原定任期到期日为2027年12月1日。 董事长提议解聘 "自己人"却投反对票 值得注意的是，上述《关于解聘王文倩女士董事会秘书职务的议案》由董事长史清提议。在8月14日 ...

每经编辑｜段炼 而王文倩的原定任期到期日为2027年12月1日。 | 姓名 | 离任职务 | | | | 是否继续在 | | 是否存在 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 离任时间 | 原定任期 | 离任原因 | 上市公司及 | 具体职务 (如适 | 未履行完 | | | | | 到期日 | | 其控股子公 | 用) | 毕的公开 | | | | | | | 司任职 | | 承诺 | | 王文倩 | 董事会秘书 | 2025 年 8 | 2027年12 | 解聘 | 否 | 不适用 | 是 | | | | 月 14 日 | 月1日 | | | | | 近日，一则"33岁女董秘突遭解聘"的事件引发关注。 科创板公司裕太微（688515.SH）近日发布公告称，公司第二届董事会第五次会议审议通过了《关于解聘王文倩女士董事会秘书的议案》，王文倩即日起 不再担任公司董事会秘书职务，后续将由董事长史清代行董秘职务，履行信息披露义务。 据红星资本局报道，针对解聘董秘等事宜，裕太微工作人员表示，这是公司内部的正常人事调整，不影响公司业务，后续若有 ...

Group 1 - The stock price of Yutai Micro-U is reported at 99.80 yuan, down 2.81% from the previous trading day, with a trading volume of 236 million yuan [1] - Yutai Micro-U operates in the semiconductor industry, focusing on the research, design, and sales of high-speed wired communication chips [1] - The company was established in 2017 and went public on the Sci-Tech Innovation Board in February 2023 [1] Group 2 - Recent management changes include the dismissal of board secretary Wang Wenqian, proposed by Chairman Shi Qing, with a voting result of 5 in favor and 2 against, described as a normal personnel adjustment that does not affect business operations [1] - On the same day, the net outflow of main funds was 13.73 million yuan, while the net inflow over the past five days was 1.57 million yuan [1]

Core Viewpoint - The resignation of Wang Wenqian as the board secretary of Yutaiwei has raised questions in the market, especially given her long tenure since the company's IPO and the lack of disclosed reasons for her dismissal [6]. Company Overview - Yutaiwei, founded by two chip design experts, focuses on the research, design, and sales of high-speed wired communication chips [6]. - The company has been operating at a loss, with projected revenue of 396 million yuan and a net profit loss of 200 million yuan for 2024 [6]. - Despite the losses, Yutaiwei maintains a market capitalization of over 8 billion yuan, indicating market confidence in the company and its sector [6]. Management Changes - The proposal to dismiss the board secretary was made by the company's controlling shareholder and chairman, Shi Qing, with unanimous support from three independent directors, although two directors voted against the dismissal [6]. - The opposing directors, Ouyang Yufei and Tang Xiaofeng, are also controlling shareholders, suggesting internal divisions regarding management decisions [6]. Market Position - Yutaiwei is one of the few companies in China capable of mass-producing gigabit and 2.5G Ethernet physical layer chips, addressing critical supply chain issues in related fields [6].

Group 1 - The RISC-V open-source chip industry innovation center held a thematic matchmaking meeting in Suzhou, attracting representatives from chip companies and application enterprises [1] - Suzhou has formed a complete industrial ecosystem covering chip manufacturers, terminal enterprises, and ecological operators, providing advantages for accelerating scene implementation [1] - The newly launched RISC-V Suzhou Innovation Center focuses on a closed loop of "scene definition - chip R&D - commercial operation," aiming to bridge the gap from technical capabilities to a scalable commercial ecosystem [1] Group 2 - The National Industrial Information Security Development Research Center shared insights on RISC-V industry planning, highlighting development hotspots, application scene creation, and standard system construction [2] - Scene demand parties engaged in two-way interaction with chip companies, with specific needs presented by companies like China Mobile Cloud Capability Center and others in areas such as intelligent computing centers and edge computing nodes [2] - The local industrial and information technology bureau plans to establish a regular mechanism for matching scene demands with chip supply, aiming to create a comprehensive industrial chain ecosystem in Suzhou [2]

Core Viewpoint - The company is adjusting its internal investment structure for fundraising projects to enhance efficiency and ensure steady progress in project implementation, particularly in the semiconductor industry, which is experiencing competitive pressures and technological advancements [16][22][27]. Group 1: Shareholder Meeting Guidelines - The company has established guidelines for the 2024 annual shareholder meeting to ensure order and protect shareholder rights, including restrictions on entry for unrelated personnel [2][3]. - Shareholders must register and present identification documents to participate in the meeting, and late arrivals will not be allowed to vote [4][5]. - The meeting will follow a predetermined agenda, and shareholders have the right to speak and vote on proposals [3][4]. Group 2: Fundraising and Investment Projects - The company raised a total of RMB 1.84 billion through its initial public offering, with a net amount of RMB 1.67 billion after deducting issuance costs [16]. - As of December 31, 2024, the company has utilized RMB 765.49 million of the raised funds for various projects [17]. - The internal investment structure for key projects, including vehicle Ethernet chip development and R&D center construction, is being adjusted to improve resource allocation and project efficiency [18][22]. Group 3: Financial Performance - In 2024, the company reported a net profit attributable to shareholders of RMB -201.68 million, with retained earnings of RMB -280.55 million as of December 31, 2024 [11]. - The company’s revenue for 2024 was RMB 396.23 million, reflecting a 44.86% increase compared to the previous year, despite ongoing losses due to rising sales and R&D expenses [28][29]. - R&D expenses accounted for 74.10% of total revenue, amounting to RMB 293.61 million, indicating a strong focus on product development [29]. Group 4: Project Adjustments and Strategic Focus - The company is optimizing the investment structure of its projects to align with market demands and technological trends, particularly in the semiconductor sector [22][27]. - Adjustments include increasing investments in testing and validation for vehicle Ethernet chips to meet stringent industry standards [20][21]. - The R&D center's focus is expanding from automotive applications to include data communication and intelligent computing, reflecting a strategic shift to capture emerging market opportunities [23][25].