证券代码：688141 证券简称：杰华特 公告编号：2025-065 杰华特微电子股份有限公司 关于为控股子公司申请综合授信额度 并提供担保的公告 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。 担保对象及基本情况 | | | 被担保人名称 | 厦门杰柏特半导体有限公司 | | | --- | --- | --- | --- | --- | | 担 保 | 对 | 本次担保金额 实际为其提供的担保余额 | 3,000.00 万元 万元 0 | | | 象一 | | 是否在前期预计额度内 | □是 □否 | 不适用：本次新增 | | | | | 担保对象 | | | | | 本次担保是否有反担保 | □是 否 | □不适用：_________ | | 担 保 | 对 | 被担保人名称 | | 南京天易合芯电子有限公司 | | | | 本次担保金额 | 12,000.00 | 万元 | | 象二 | | 实际为其提供的担保余额 | 11,000.00 | 万元 | | | | 是否在前期预计额度内 | □是 否 | □不 ...

Group 1 - The core point of the news is that Jiewate's stock price has experienced fluctuations, with a year-to-date increase of 73.90% but a recent decline of 1.10% over the last five trading days [1] - As of October 22, Jiewate's stock price was reported at 53.23 CNY per share, with a total market capitalization of 23.971 billion CNY [1] - The company has seen significant trading activity, with a net outflow of 2.3476 million CNY in principal funds and notable buying and selling volumes [1] Group 2 - Jiewate Microelectronics Co., Ltd. specializes in the research and sales of analog integrated circuits, with a primary revenue source from power management chips, accounting for 93.09% of total revenue [2] - The company reported a revenue of 1.187 billion CNY for the first half of 2025, reflecting a year-on-year growth of 58.20%, while the net profit attributable to shareholders was -295 million CNY, a 12.44% increase [2] - As of June 30, 2025, the number of shareholders decreased by 9.16%, with an average of 23,997 circulating shares per shareholder, an increase of 10.08% [2] Group 3 - As of June 30, 2025, the top circulating shareholders include new entrants such as Galaxy Innovation Mixed A and Harvest Shanghai Stock Science and Technology Innovation Board Chip ETF, holding 11 million shares and 6.3677 million shares respectively [3] - Notable changes in holdings include an increase of 1.5423 million shares for Guotou Ruijin New Energy Mixed A and a decrease of 0.603 million shares for Qianhai Kaiyuan New Economy Mixed A [3] - Several funds have exited the top ten circulating shareholders list, indicating shifts in institutional investment [3]

Core Viewpoint - Jiewate Microelectronics Co., Ltd. has shown significant stock performance with a year-to-date increase of 79.29% and a recent trading volume indicating active market interest [1][2]. Company Overview - Jiewate was established on March 18, 2013, and listed on December 23, 2022, focusing on the research and sales of analog integrated circuits [2]. - The company's main revenue source is power management chips, accounting for 93.09% of total revenue, with DC-DC chips making up 56.79% [2]. Financial Performance - For the first half of 2025, Jiewate reported revenue of 1.187 billion yuan, a year-on-year increase of 58.20%, while the net profit attributable to shareholders was -295 million yuan, reflecting a 12.44% increase [2]. Stock Market Activity - As of October 21, Jiewate's stock price was 54.88 yuan per share, with a market capitalization of 24.714 billion yuan [1]. - The stock has experienced a trading volume of 1.49 billion yuan, with a turnover rate of 1.03% [1]. - The stock has appeared on the "龙虎榜" (a list of stocks with significant trading activity) twice this year, with the latest instance on August 15, where it saw a net buy of 195 million yuan [1]. Shareholder Composition - As of June 30, 2025, Jiewate had 11,000 shareholders, a decrease of 9.16% from the previous period [2]. - Notable shareholders include Galaxy Innovation Mixed A and Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF, both of which are new entrants among the top ten shareholders [3].

Group 1 - The core point of the article highlights the recent performance of Jiewate Microelectronics, which saw a stock price increase of 5.15% to 55.57 CNY per share, with a trading volume of 185 million CNY and a turnover rate of 1.27%, resulting in a total market capitalization of 25.024 billion CNY [1] - Jiewate Microelectronics, established on March 18, 2013, and listed on December 23, 2022, specializes in the research and sales of analog integrated circuits, providing high-efficiency, high-performance, and high-reliability solutions [1] - The company's main revenue sources include power management chips (93.09% of total revenue), with specific contributions from DC-DC chips (56.79%), AC-DC chips (20.48%), linear power chips (14.40%), signal chain chips (4.37%), and battery management chips (1.43%) [1] Group 2 - Among Jiewate's top ten circulating shareholders, a fund under the management of the Fortune Fund, specifically the Fortune Emerging Industries Stock A/B (001048), increased its holdings by 653,300 shares, totaling 4.7236 million shares, which represents 1.79% of the circulating shares [2] - The Fortune Emerging Industries Stock A/B fund has achieved a year-to-date return of 53.21%, ranking 230 out of 4,218 in its category, and a one-year return of 79.17%, ranking 54 out of 3,865 [2]

Core Viewpoint - The total margin balance of the Sci-Tech Innovation Board decreased to 248.04 billion yuan on October 17, reflecting a reduction of 3.37 billion yuan from the previous trading day [1] Group 1: Margin Balance - The financing balance amounted to 247.19 billion yuan, down by 3.33 billion yuan compared to the previous trading day [1] - The margin trading balance was recorded at 0.85 billion yuan, which is a decrease of 0.046 billion yuan from the previous trading day [1] Group 2: Stock Performance - On October 17, 255 stocks on the Sci-Tech Innovation Board experienced net financing inflows, with 10 stocks having net inflows exceeding 20 million yuan [1] - Tengjing Technology topped the list with a net financing inflow of 127 million yuan, followed by stocks such as Jiewate, Daotong Technology, Baijishenzhou, Dekeli, and Aobizhongguang [1]

Core Insights - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index has shown a slight increase of 0.21%, with notable gains from companies such as Sangfor Technologies and Dige Medical [3] - The ETF tracking the Sci-Tech 100 Index has also risen by 0.22%, with a cumulative increase of 1.81% for the month as of October 15, 2025 [3] - The liquidity of the Sci-Tech 100 Index ETF is strong, with a turnover rate of 1.93% and a transaction volume of 1.26 billion yuan [3] - Recent partnerships in the AI sector, such as the collaboration between Yuke and Haiguang Information, highlight the growing demand for AI computing power [4] - OpenAI's significant cloud computing contract with Oracle, valued at 300 billion USD, indicates a surge in global AI computing needs [4] Market Performance - The Sci-Tech 100 Index ETF has experienced a scale increase of 4.64 million yuan over the past month, ranking second among comparable funds [4] - The ETF's share count has grown by 2.76 million shares in the same period, also placing it second among comparable funds [4] - Despite recent net outflows of 1.56 million yuan, the ETF has attracted a total of 4.61 billion yuan over the last 16 trading days [4] Index Composition - The Sci-Tech 100 Index is composed of 100 medium-sized, liquid stocks selected from the Sci-Tech Innovation Board, reflecting the overall performance of different market capitalizations [5] - As of September 30, 2025, the top ten weighted stocks in the index account for 24.32% of the total index, including companies like Hua Hong Semiconductor and BeiGene [5]

证券代码：688141 证券简称：杰华特 公告编号：2025-063 杰华特微电子股份有限公司 关于 2024 年限制性股票激励计划首次授予部分 一、本激励计划已履行的决策程序和信息披露情况 （一）2024 年 8 月 29 日，公司召开第二届董事会第二次会议，会议审议通过 了《关于<公司 2024 年限制性股票激励计划（草案）>及其摘要的议案》《关于< 公司 2024 年限制性股票激励计划实施考核管理办法>的议案》以及《关于提请股 东大会授权董事会办理公司 2024 年限制性股票激励计划相关事项的议案》等议案。 第一个归属期归属结果暨股份上市的公告 本次股票上市流通总数为3,441,609股。 本次股票上市流通日期为2025 年 10 月 15 日。 根据中国证券监督管理委员会、上海证券交易所、中国证券登记结算有限责 任公司上海分公司相关业务规定，杰华特微电子股份有限公司（以下简称"公司"） 于近日收到中国证券登记结算有限责任公司上海分公司出具的《证券变更登记证 明》，公司完成了 2024 年限制性股票激励计划（以下简称"本激励计划"）首次 授予部分第一个归属期的股份登记工作。现将有关情况公告如下： 同日， ...

Group 1 - The company plans to provide operational guarantees for its subsidiaries Tianyi Hexin and Lingxin Micro to meet their operational needs and improve capital turnover efficiency [2][7] - The total guarantee amount will not exceed RMB 200 million, covering existing and future debts related to raw material procurement [6][8] - The guarantee period is set for one year from the date of the board's approval [6][8] Group 2 - The board of directors approved the guarantee proposal during the 18th meeting of the second board on October 9, 2025, and the decision does not require shareholder approval [4][8] - The subsidiaries Tianyi Hexin and Lingxin Micro are included in the company's consolidated financial statements, allowing the company to effectively manage and control risks associated with the guarantees [3][7] - As of the announcement date, the company and its subsidiaries have no overdue guarantees or litigation-related guarantees [8]

Core Viewpoint - Jiahua announced that the company and its controlling subsidiaries have no overdue guarantees or litigation guarantees [2] Group 1 - The announcement was made on the evening of October 9 [2] - The company reassured stakeholders regarding its financial obligations and legal standing [2]

Group 1 - The core point of the article is that Jiewate (SH 688141) announced that the total external guarantees provided by the company and its subsidiaries amount to RMB 650 million, which represents 31.44% of the company's latest audited net assets and 15.46% of total assets [1] - As of the report date, Jiewate's market capitalization is RMB 26.4 billion [3] Group 2 - For the year 2024, Jiewate's revenue composition is heavily weighted towards the integrated circuit industry, accounting for 99.84% of total revenue, with other businesses making up only 0.16% [2]