技术壁垒方面，公司创造了多项行业"首个"： 中国首个实现 TPMS SoC 及 BLE TPMS SoC 量产的供应 商，且是国内唯一一家为汽车 OEM 提供该类产品的企业；同时，作为全球首家推出 BPS SoC 的公司， 其 2024 年 BPS SoC 产品收入位居全球第一，亦是中国目前唯一拥有车规级无线 BMS 能力的公司。 财务画像：高增长与亏损并存，研发投入持续加码 财务数据显示，琻捷电子2022-2024年营业收入从1.04亿元跃升至3.48亿元，复合增长率达83%，2025年 上半年营收1.57亿元，同比增长27%。然而，公司仍处于战略亏损期，同期净亏损分别为2.06亿、3.56 亿、3.51亿元，2025年上半年亏损为1.43亿元。 2025年9月5日，汽车无线传感SoC（系统级芯片）厂商琻捷电子科技（江苏）股份有限公司正式向港交 所递交招股书，中金公司、招银国际担任联席保荐人。这家由复旦校友李梦雄博士创立的科技企业，凭 借在车规级芯片领域的突破性技术，成为年内第二家按港交所18C章节特专科技规则申请上市的公司。 行业地位：全球第三、中国第一的隐形冠军 根据弗若斯特沙利文报告，按2024年收入 ...

Group 1 - The core viewpoint of the article is that Banjie Electronics has submitted a listing application to the Hong Kong Stock Exchange, with CICC and Guotai Junan International as joint sponsors [1] - Banjie Electronics is the third largest globally and the largest in China in the automotive wireless sensor SoC market, based on projected revenue for 2024 [1] - The company has been producing high-performance automotive-grade wireless sensor SoCs since 2018 and has expanded its technology into energy storage and industrial electronics [1] Group 2 - The core products of Banjie Electronics include the TPMS SoC, which was mass-produced in 2018, making it the first supplier of mass-produced TPMS chips in China, and the BPS SoC, which was mass-produced in 2021 and is the first BPS chip in China to meet new mandatory standards [1] - The revenue of Banjie Electronics is projected to be RMB 104 million in 2022, RMB 223 million in 2023, and RMB 348 million in 2024, with an expected revenue of RMB 157 million in the first half of 2025 [1]

Core Viewpoint - Panjie Electronics Technology (Jiangsu) Co., Ltd. has submitted its listing application to the Hong Kong Stock Exchange, with CICC and Guotai Junan International acting as joint sponsors [1] Company Overview - Panjie Electronics is a global leader and pioneer in the wireless sensor SoC (System on Chip) field, focusing on innovative sensor chips [3] - According to a Frost & Sullivan report, Panjie Electronics ranks as the third largest automotive wireless sensor SoC company globally and the largest in China by revenue in 2024 [3] Industry Position - The company is at the forefront of wireless sensor SoC and has established a first-mover advantage since 2018 by mass-producing high-performance automotive-grade wireless sensor SoCs [3] - Wireless sensor SoCs are identified as a key growth engine in the automotive electronics sector [3] Product Portfolio - The core product TPMS SoC for intelligent tire sensing was mass-produced in 2018, making Panjie Electronics the first supplier in China to achieve this [6] - The BPS SoC, a core product for Battery Management Systems (BMS), was mass-produced in 2021, addressing early fault detection challenges in high-temperature scenarios [6] - The USI SoC, which can be applied to various sensors, was also mass-produced in 2021 [6] Financial Performance - Revenue figures for Panjie Electronics are as follows: approximately RMB 104 million in 2022, RMB 223 million in 2023, RMB 348 million in 2024, and RMB 157 million for the first half of 2025 [6] - The company reported losses of approximately RMB 205 million, RMB 356 million, RMB 351 million, and RMB 143 million for the respective periods [6][9]