11月4日，杰华特跌5.14%，截至发稿，报46.83元/股，成交3.49亿元，换手率2.73%，总市值210.89亿 元。杰华特股价已经连续6天下跌，区间累计跌幅11.41%。 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 华夏数字经济龙头混合发起式A（016237）成立日期2022年8月5日，最新规模5.72亿。今年以来收益 52.44%，同类排名902/8150；近一年收益60.7%，同类排名564/8043；成立以来收益43.86%。 华夏数字经济龙头混合发起式A（016237）基金经理为张景松。 截至发稿，张景松累计任职时间3年283天，现任基金资产总规模25.83亿元，任职期间最佳基金回报 43.61%， 任职期间最差基金回报-24.95%。 资料显示，杰华特微电子股份有限公司位于浙江省杭州市西湖区华星路创业大厦7楼西,香港铜锣湾希慎 道33号利园1期19楼1919室，成立日期2013年3月18日，上市日期2022年12月23日，公司主营 ...

Core Points - The company has returned a total of RMB 25,000.00 million of temporarily used idle raised funds as of November 3, 2025 [1] - The board approved the temporary use of idle raised funds for working capital, not exceeding RMB 25,000.00 million, for a period not exceeding 12 months [1] Fund Usage Situation - The company held meetings on November 28, 2024, to approve the use of idle raised funds for temporary working capital, ensuring that it would not affect the normal investment plan [1] - The specific announcement regarding the use of these funds was disclosed on November 30, 2024 [1] Fund Return Situation - As of November 3, 2025, the company has fully returned the RMB 25,000.00 million of temporarily used idle raised funds to the designated account within the stipulated time frame [1] - The company has notified the sponsor institution and the sponsor representative about the return of the funds [1]

Investment Rating - The report maintains a "Recommended" investment rating for the company, indicating an expectation to outperform the benchmark index by 10%-20% over the next six months [1][21]. Core Insights - The company is experiencing a continued trend of profit recovery, driven by both internal growth and external acquisitions, enhancing its platform for growth [1]. - Revenue for the first three quarters of 2025 reached 1.942 billion yuan, a year-on-year increase of 63.01%, with Q3 alone showing a significant growth of 71.18% year-on-year [6]. - The company is advancing its H-share listing preparations to strengthen its international presence and capital capabilities, having submitted its application to the Hong Kong Stock Exchange on May 30, 2025 [6]. Financial Performance Summary - Total revenue projections for 2024A, 2025E, 2026E, and 2027E are 1,679 million, 2,843 million, 3,517 million, and 4,420 million yuan respectively, with growth rates of 29.5%, 69.4%, 23.7%, and 25.7% [2][7]. - The net profit attributable to the parent company is projected to improve from -603 million yuan in 2024A to 193 million yuan in 2027E, reflecting a significant recovery trajectory [2][7]. - The company’s earnings per share (EPS) is expected to transition from -1.34 yuan in 2024A to 0.43 yuan in 2027E, indicating a positive shift towards profitability [2][7]. Market Position and Strategy - The company has over 3,200 models of analog products and has extended its technology platform to 12-inch 90nm processes, enhancing its product breadth and technological depth [6]. - The company is focusing on high-growth sectors such as automotive electronics, computing, and renewable energy, with several products already in mass production [6]. - Through acquisitions, the company has achieved technological synergies and improved operational efficiency, positioning itself as a comprehensive semiconductor solution provider [6].

证券代码：688141 证券简称：杰华特 公告编号：2025-067 杰华特微电子股份有限公司 关于归还暂时补充流动资金的闲置募集资金的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 截至 2025 年 11 月 3 日，杰华特微电子股份有限公司（以下简称"公 司"）已累计归还暂时补充流动资金的闲置募集资金人民币 25,000.00 万元。 一、募集资金暂时补充流动资金情况 公司于2024年11月28日分别召开了第二届董事会第五次会议和第二届监事 会第五次会议，审议通过了《关于使用部分闲置募集资金暂时补充流动资金的议 案》，同意公司在保证不影响募集资金投资计划正常进行以及确保资金安全的前 提下，使用不超过人民币25,000.00万元（含本数）的闲置募集资金暂时补充流动 资金，使用期限自公司董事会审议通过之日起不超过12个月。具体内容详见公司 于2024年11月30日在上海证券交易所网站（www.sse.com.cn）披露的《关于使用 部分闲置募集资金暂时补充流动资金的公告》（公告编号：2024-057 ...

Core Insights - Jiewaite reported a revenue of approximately 1.942 billion yuan for the first three quarters of 2025, marking a year-on-year increase of 63.01%, while the net loss attributable to shareholders narrowed to about 460 million yuan, a reduction of 9.29% year-on-year [1][2] Group 1: Company Performance - Jiewaite has maintained stable revenue growth for seven consecutive quarters, achieving a revenue growth rate exceeding 70% year-on-year for the first three quarters of 2025 [2] - The company has invested a total of 679 million yuan in R&D for the first three quarters of 2025, accounting for 34.96% of its revenue [2] - Jiewaite's product offerings have expanded to over 3,200 models, covering sectors such as new energy, communications, security, automotive electronics, and computing control [2] Group 2: Market Trends - The analog chip market is gradually recovering, driven by accelerated domestic substitution and innovative applications in downstream industries [3] - Major industry players like Texas Instruments have reported revenue recovery and price increases, positively influencing market expectations [3] - The average gross margin of 16 key analog chip manufacturers improved from 34.4% in Q4 2023 to 36.3% in the first half of 2025, indicating a recovery trend in the industry [3] Group 3: Strategic Initiatives - Jiewaite is focusing on expanding its signal chain product line, having acquired a 40.9% stake in Tianyi Hexin for 319 million yuan, which will enhance its product offerings in optical sensing and health detection [2] - The company is leveraging its core business in power management chips while expanding into emerging fields such as AI, computing, new energy, and automotive electronics [3] - With the overall gross margin recovery in the analog chip sector, Jiewaite is positioned to achieve performance recovery and growth momentum through product upgrades and strategic acquisitions [3]

证券代码：688141 证券简称：杰华特 公告编号：2025-066 杰华特微电子股份有限公司 关于召开2025年第五次临时股东会的通知 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 网络投票起止时间：自2025 年 11 月 19 日 至2025 年 11 月 19 日 一、 召开会议的基本情况 （一） 股东会类型和届次 2025年第五次临时股东会 召开日期时间：2025 年 11 月 19 日 15 点 30 分 召开地点：浙江省杭州市西湖区华星路 99 号 9 楼西 （五） 网络投票的系统、起止日期和投票时间。 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时间段，即 9:15-9:25，9:30-11:30，13:00-15:00；通过 网络投票系统：上海证券交易所股东会网络投票系统 股东会召开日期：2025年11月19日 本次股东会采用的网络投票系统：上海证券交易所股东会网络投票系统 涉及融资融券、转融通业务、约定购回业务相关账户以及沪股通投资者的投 票，应 ...

杰华特微电子股份有限公司 章 程 （2025 年 10 月修订） | 第一节 | 股份发行 | | | --- | --- | --- | | 第二节 | 股份增减和回购 | | | 第三节 | 股份转让 | | | 第一节 | 股东 | | | 第二节 | 控股股东和实际控制人 | | | 第三节 | 股东会的一般规定 | | | 第四节 | 股东会的召集 | | | 第五节 | 股东会的提案与通知 | | | 第六节 | 股东会的召开 | | | 第七节 | 股东会的表决和决议 | | | 第一节 | 董事的一般规定 | | | 第二节 | 董事会 | | | 第三节 | 独立董事 | | | 第四节 | 董事会专门委员会 | | | 第一节 | 财务会计制度 | | | 第二节 | 内部审计 | | | 第三节 | 会计师事务所的聘任 | | | 第一节 | 通知 | | | 第二节 | 公告 | 45 | | 第一节 | 合并、 分立、 | 增资和减资 | | | --- | --- | --- | --- | | 第二节 | 解散和清算 | | | | 第十一章 | 附则 | | 49 | 第一章 ...

Group 1 - The core viewpoint of the article highlights that Jiewate (SH 688141) reported a significant increase in revenue for the third quarter of 2023, with approximately 1.942 billion yuan, representing a year-on-year growth of 63.01% [1] - The company experienced a net loss attributable to shareholders of approximately 460 million yuan for the same period, with a basic loss per share of 1.03 yuan [1] - As of the report date, Jiewate's market capitalization stands at 22.7 billion yuan [2]

杰华特微电子股份有限公司 2025 年第三季度报告 杰华特微电子股份有限公司 2025 年第三季度报告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假记载、误 导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 证券代码：688141 证券简称：杰华特 杰华特微电子股份有限公司 2025 年第三季度报告 | 加权平均净资产收益率 | -8.23 | 减少 0.87 | -24.35 | 减少 3.7 | 个百 | | --- | --- | --- | --- | --- | --- | | （%） | | 个百分点 | | | 分点 | | 研发投入合计 | 258,254,864.72 | 52.19 | 679,152,915.28 | | 38.54 | | 研 ...

杰华特微电子股份有限公司 关于变更公司注册资本并修订《公司章程》的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 杰华特微电子股份有限公司（以下简称"公司"）于2025年10月30日召开 了第二届董事会第十九次会议，审议通过了《关于变更公司注册资本并修订< 公司章程>的议案》，该议案尚需提交股东会审议。现将有关情况公告如下： 因公司完成2024年限制性股票激励计划首次授予部分第一个归属期归属， 公司本次新增的股份数量为3,441,609股，已于2025年10月9日在中国证券登记 结算有限责任公司上海分公司完成登记。本次新增股份数量后，公司已发行股 份数量变更为450,321,609股，公司的注册资本变更为人民币450,321,609元。 公司结合前述限制性股票归属登记情况，对《公司章程》中的相关条款修 改如下： | | | 修订前 | | | | | | | | | | | 修订后 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- ...