必易微首次发行费用总额为9.123.79万元，其中申万宏源证券承销保荐有限责任公司获得承销费用 7,185.03万元、保荐费用94.34万元。 保荐机构安排其母公司设立的相关投资子公司申万创新投参与本次发行战略配售，最终跟投比例为 本次公开发行股份的4.20%，获配股票数量为72.5294万股，获配金额为39,999,964.10元。申万创新投 本次跟投获配股票的限售期为24个月，限售期自本次公开发行的股票在上交所上市之日起开始计算。 中国经济网北京2月4日讯 必易微(688045.SH)今日收报50.31元，跌幅5.41%。目前股价处于破发 状态。 必易微于2022年5月26日在上交所上市，发行数量1,726.2300万股，全部为公开发行新股，发行价 格为55.15元/股，保荐机构为申万宏源证券承销保荐有限责任公司，保荐代表人任成、李青。 必易微首次发行募集资金总额为95,201.58万元，扣除不含税发行费用后，实际募集资金净额为人 民币86,077.79万元，最终募集资金净额较原计划多20,826.29万元。必易微2022年5月23日披露的招股 说明书显示，公司拟募集资金65,251.50万元，用于电源管 ...

声明：市场有风险，投资需谨慎。 本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本 文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 责任编辑：小浪快报 从基金十大重仓股角度 数据显示，华商基金旗下1只基金重仓必易微。华商品质慧选混合A（014558）四季度增持1802股，持 有股数3.98万股，占基金净值比例为1.48%，位居第五大重仓股。根据测算，今日浮亏损失约10.57万 元。连续4天下跌期间浮亏损失23.49万元。 华商品质慧选混合A（014558）成立日期2022年3月8日，最新规模5948.78万。今年以来收益10.05%， 同类排名1271/8873；近一年收益69.2%，同类排名769/8119；成立以来收益27.14%。 华商品质慧选混合A（014558）基金经理为邓默。 截至发稿，邓默累计任职时间10年152天，现任基金资产总规模25.71亿元，任职期间最佳基金回报 171.02%， 任职期间最差基金回报-41.84%。 2月4日，必易微跌5%，截至发稿，报50.53元/股，成交7599.19万元 ...

Core Viewpoint - The current semiconductor cycle is experiencing a price surge, initially driven by memory chips and now spreading to non-memory sectors such as power chips and analog chips, indicating a shift from structural prosperity to a comprehensive recovery in the semiconductor industry [2][4]. Group 1: Price Surge Dynamics - The price increase in memory chips is a reflection of strong demand from high-end applications like AI servers, leading to a reconfiguration of the supply-demand structure across the industry [4][6]. - Several non-memory chip manufacturers have announced price hikes, citing rising raw material costs and tight supply as reasons for the adjustments [5][6]. - Companies like 中微半导 and 国科微 have implemented significant price increases, with some products seeing hikes of up to 80%, indicating a widespread trend rather than isolated incidents [5][6]. Group 2: Impact on Non-Memory Chip Companies - Non-memory chip design companies are under pressure to pass on cost increases and achieve profit elasticity, making their performance recovery and valuation enhancement critical for market attention [3][7]. - The price surge is expected to lead to improved financial performance for power semiconductor companies, with士兰微 projecting a net profit increase of 50% to 80% for 2025 [7]. - 中微半导 anticipates a revenue growth of 23.07% and a net profit increase of 107.55% in 2025, driven by rising demand and price adjustments [8]. Group 3: Market Outlook and Investment Opportunities - The current price increase cycle is seen as a reversal of the supply-demand dynamics, with companies that have strong market shares and pricing power likely to benefit the most [8]. - Companies with products at the price bottom and greater elasticity, such as certain automotive-grade MCUs, are expected to be significant beneficiaries during this price surge [8]. - Firms closely tied to high-growth sectors like AI and renewable energy are also highlighted as key players to watch in this evolving market landscape [8].

必易微于2022年5月26日在上交所上市，发行数量1,726.2300万股，全部为公开发行新股，发行价格为 55.15元/股，保荐机构为申万宏源证券（000562）承销保荐有限责任公司，保荐代表人任成、李青。 保荐机构安排其母公司设立的相关投资子公司申万创新投参与本次发行战略配售，最终跟投比例为本次 公开发行股份的4.20%，获配股票数量为72.5294万股，获配金额为39,999,964.10元。申万创新投本次跟 投获配股票的限售期为24个月，限售期自本次公开发行的股票在上交所上市之日起开始计算。 必易微首次发行募集资金总额为95,201.58万元，扣除不含税发行费用后，实际募集资金净额为人民币 86,077.79万元，最终募集资金净额较原计划多20,826.29万元。必易微2022年5月23日披露的招股说明书 显示，公司拟募集资金65,251.50万元，用于电源管理系列控制芯片开发及产业化项目、电机驱动控制芯 片开发及产业化项目、必易微研发中心建设项目。 中国经济网北京2月3日讯必易微(688045.SH)今日收报53.19元，跌幅1.52%，总市值37.15亿元。目前股 价处于破发状态。 必易微首次发行 ...

Group 1 - The core viewpoint of the article highlights that Biyimi has announced a price increase for its products due to rising upstream raw material costs and ongoing capacity shortages, aiming to ensure long-term supply chain stability and product delivery [1] - Biyimi specializes in the research, design, and sales of analog and mixed-signal chips, providing high-performance, low-power, and stable quality chip solutions across various sectors including consumer electronics, industrial control, smart IoT, data centers, and automotive electronics [3] - Recently, other companies in the industry, such as Guokemi and Zhongwei Semiconductor, have also issued price increase notices, with some products seeing price hikes of up to 50% [4]

Group 1 - The core message of the news is that the company, Biyimi, is increasing product prices due to rising raw material costs and ongoing capacity shortages, aiming to ensure long-term supply chain stability and product delivery [1] - The price adjustments will be communicated to customers by the sales team, and the company apologizes for any inconvenience caused by this change [1] - Biyimi emphasizes its commitment to optimizing production operations and collaborating with partners to promote healthy and sustainable industry development [1] Group 2 - Biyimi focuses on the research, design, and sales of analog and mixed-signal chips, aiming to provide high-performance, low-power, and stable quality chips and solutions [3] - The company has developed a product matrix that includes power management chips, motor drive control chips, battery management chips, signal chains, and microcontrollers, which are widely used in various sectors such as consumer electronics, industrial control, smart IoT, data centers, and automotive electronics [3] - Biyimi offers one-stop chip solutions and system integration services to both domestic and international customers, contributing to energy efficiency improvements and technological upgrades in the industry [3]

Core Viewpoint - The company, Biyimi (688045), announced an expected turnaround in profitability for the fiscal year 2025, projecting a net profit attributable to shareholders of 9 million to 13.5 million yuan, marking an increase of 26.17 million to 30.67 million yuan compared to the previous year [1] Financial Performance - The expected net profit attributable to shareholders for 2025 is projected to be between 9 million and 13.5 million yuan [1] - This represents a significant turnaround from the previous year's loss, with an increase in profit of 26.17 million to 30.67 million yuan [1] - The expected net profit after excluding non-recurring gains and losses is projected to be between -6 million and -3 million yuan, indicating a reduction in losses by 40.28 million to 43.28 million yuan compared to the previous year [1]

格隆汇1月28日｜必易微公告，预计公司2025年度实现归属于母公司所有者的净利润与上年同期（法定 披露数据）相比，将实现扭亏为盈，实现归属于母公司所有者的净利润900万元至1,350万元，与上年同 期（法定披露数据）相比，将增加盈利2,617.09万元至3,067.09万元。报告期内，公司坚定"以技术创新 为驱动，以市场需求为导向"的发展战略，通过精进设计、升级工艺、优化供应链等方式降低成本，并 主动调整产品结构及市场定价策略。得益于此，2025年度，公司综合毛利率攀升至近30%，毛利率水平 连续六个季度取得增长，毛利额同比增长近15%，推动公司营业利润大幅增长，实现扭亏为盈。 ...

Financial Performance - The company expects a net profit attributable to shareholders of the parent company for 2025 to be between 9 million and 13.5 million yuan, an increase of 26.17 million to 30.67 million yuan compared to the previous year [4]. - The company anticipates a net profit attributable to shareholders after deducting non-recurring gains and losses to be between -6 million and -3 million yuan, a reduction in losses of 40.28 million to 43.28 million yuan compared to the previous year [4]. - The total profit for the previous year was -36.46 million yuan, with a net profit attributable to shareholders of -17.17 million yuan [6]. - The company reported significant growth in operating profit, achieving a turnaround from loss to profit in 2025 [8]. Revenue and Growth - Revenue from new products such as motor drive control, high-power power supplies, DC-DC converters, LED backlight drivers, and sensor chips increased by over 80% year-on-year [8]. - The company achieved a gross profit margin of nearly 30% in 2025, with a gross profit increase of nearly 15% year-on-year [8]. - The company’s gross profit margin has increased for six consecutive quarters [8]. Strategic Focus - The company has been focusing on technology innovation and market demand, optimizing supply chains and adjusting product structures and pricing strategies [8]. Forecast and Risks - The performance forecast is based on preliminary calculations by the company's finance department and has not been audited by registered accountants [9]. - Investors are advised to pay attention to investment risks as the forecast data is preliminary and subject to change upon the release of the audited annual report [10].

南财智讯1月28日电，必易微发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润为900万 元—1350万元，预计同比扭亏；预计2025年全年归属于上市公司股东的扣除非经常性损益的净利润 为-600万元—-300万元。报告期内，公司坚定"以技术创新为驱动，以市场需求为导向"的发展战略，通 过精进设计、升级工艺、优化供应链等方式降低成本，并主动调整产品结构及市场定价策略。得益于 此，2025年度，公司综合毛利率攀升至近30%，毛利率水平连续六个季度取得增长，毛利额同比增长近 15%，推动公司营业利润大幅增长，实现扭亏为盈。此外，公司顺应能源与电力、智能家居、AI、机器 人、航空航天等新兴市场领域的需求增长，利用产品性能和客户资源的优势，积极拓展新产品的市场份 额，其中电机驱动控制、大功率电源、DC-DC、LED背光驱动、传感器芯片等产品收入同比增长超过 80%，带动公司2025年第四季度收入同比、环比均取得增长。 ...