卓胜微 20250822 Q&A 2025 年上半年卓胜微的经营情况如何？ 2025 年上半年，卓胜微实现营业收入 17.04 亿元，同比下降 25.42%；归属 于上市公司股东的净利润为负 1.47 亿元，同比下降 141.59%。营收下降主要 由于消费电子行业周期性变化明显，二季度营收环比增长约 25%，但整体上半 年仍为淡季。利润下滑原因包括市场竞争加剧和新卓产线初期低产出高成本的 晶圆跨期销售影响。毛利率因此下滑至 28.75%。随着新卓产品持续上量和产 线运营效率提升，预计后期毛利率将企稳回升。截至报告期末，公司资产负债 率约 30%，经营活动产生现金流量 2.57 亿元，主营业务发展稳健。 卓胜微在研发投入及折旧方面有哪些具体表现？ 2025 年上半年，卓胜微研发投入 4.07 亿元，并取得 200 项专利，其中国内 发明专利 92 项，国际发明专利 2 项，同时申请了 62 项专利，包括 43 项发明 专利。折旧方面，上半年折旧变动金额为 3.3 亿元，预计全年折旧金额较 2024 年有所增加。 卓胜微在存货管理和重要产品进展方面有哪些具体措施和成果？ 为保障 12 寸产线产出爬坡需求，公司增加 ...

Group 1 - Lingban Technology, the first company in Hangzhou to insure against overseas intellectual property infringement liability, successfully received compensation after facing a lawsuit, marking the completion of the insurance cycle in Yuhang District [1] - The company purchased the insurance in January and faced a lawsuit in September, highlighting the rapid and direct application of the insurance in real-world scenarios [1] - Lingban Technology's AI and AR products are now present in over 80 countries and regions, emphasizing the complexities of the overseas intellectual property environment as the company expands globally [1] Group 2 - Many technology companies, like Lingban Technology, encounter infringement disputes or harassment from "patent trolls" due to unfamiliarity with overseas legal systems and differences in domestic and international regulations [2] - Yuhang District has been enhancing intellectual property protection policies, offering a maximum subsidy of 100,000 yuan for overseas infringement liability insurance, creating a protective framework for companies going abroad [2] - The district's market supervision bureau is actively working to build a comprehensive intellectual property protection system covering prevention, guarantee, and rights protection [2]