2月27日，省长刘小涛在南京会见2025年江苏省省长质量奖获奖企业，与企业负责人交流，并颁发 省长质量奖和提名奖。 中创新航科技集团股份有限公司、中邮建技术有限公司、无锡宝通科技股份有限公司、迈安德集团 有限公司、安佑生物科技集团股份有限公司、江苏省精创电气股份有限公司、江苏斯迪克新材料科技股 份有限公司、江苏鹏飞集团股份有限公司、连云港港口控股集团有限公司、南京钢铁股份有限公司，获 2025年江苏省省长质量奖。无锡华润微电子有限公司、无锡透平叶片有限公司、圣象集团有限公司、江 苏宁沪高速公路股份有限公司、江苏华鹏变压器有限公司、江苏富乐华半导体科技股份有限公司、江苏 新时代造船有限公司、扬州扬杰电子科技股份有限公司、苏州通富超威半导体有限公司、雷允上药业集 团有限公司，获2025年江苏省省长质量奖提名奖。 质量强企是质量强省的基础和核心。自2012年以来，江苏省省长质量奖已连续开展13届评选，有力 激励了各类组织和个人加强质量管理、追求卓越绩效，推动引导全社会不断提升质量、建设质量强省。 同时，我省共有3家组织获得中国质量奖，24家组织累计36次获得中国质量奖提名奖，获奖总数位居全 国前列。 颁奖前，刘小涛 ...

证券日报网讯 2月27日，华润微发布2025年度业绩快报公告称，公司2025年度实现营业总收入1，105， 379.20万元，同比增长9.24%；归属于母公司所有者的净利润66，138.27万元，同比下降13.26%。 （文章来源：证券日报） ...

Core Viewpoint - The company reported a revenue increase but a decline in net profit due to heavy asset investments impacting profit margins [1] Financial Performance - The company achieved total operating revenue of 11.054 billion yuan in 2025, representing a year-on-year growth of 9.24% [1] - The net profit attributable to the parent company's owners was 661 million yuan, a decrease of 13.26% compared to the previous year [1] - Total assets at the end of the reporting period amounted to 30.591 billion yuan, reflecting a growth of 5.10% from the beginning of the reporting period [1] - Equity attributable to the parent company's owners increased to 22.981 billion yuan, up by 3.03% from the beginning of the reporting period [1] Operational Insights - The company actively expanded its market presence and continuously optimized its product structure, maintaining a high capacity utilization rate, which contributed to revenue growth [1] - Heavy asset investments in projects such as the 12-inch production lines in Chongqing and Shenzhen led to increased depreciation, negatively affecting profit metrics [1]

格隆汇2月27日丨华润微(688396.SH)公告称，2025年营业总收入110.54亿元，同比增长9.24%；归属于母 公司所有者的净利润6.61亿元，同比下降13.26%。主要由于重庆、深圳的12吋生产线项目等重资产投资 带来的折旧对利润指标造成影响。本公告数据为初步核算，具体以年度报告为准。 ...

每经AI快讯，2月27日，华润微(688396.SH)公告称，2025年营业总收入110.54亿元，同比增长9.24%； 归属于母公司所有者的净利润为6.61亿元，同比下降13.26%。主要由于重庆、深圳的12吋生产线项目等 重资产投资带来的折旧对利润指标造成影响。本公告数据为初步核算，具体以年度报告为准。 ...

报告期内，影响经营业绩的主要因素：公司积极开拓市场，持续优化产品结构，保持了较高的产能利用 率，营业收入有所增长，但公司重庆、深圳的12吋生产线项目等重资产投资所带来的折旧对公司利润指 标造成了一定影响。 格隆汇2月27日丨华润微(688396.SH)公布2025年年度业绩快报，报告期内，公司实现营业总收入110.54 亿元，较上年同期增长9.24%；实现归属于母公司所有者的净利润6.61亿元，较上年同期下降13.26%； 本报告期末公司总资产为305.91亿元，较本报告期初增长5.10%；归属于母公司所有者权益为229.81亿 元，较本报告期初增长3.03%。 ...

证券代码：688396 证券简称：华润微 公告编号：2026-004 华润微电子有限公司 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。 二、经营业绩和财务状况情况说明 重要内容提示： 本公告所载 2025 年度主要财务数据为初步核算数据，未经会计师事务 所审计，具体数据以华润微电子有限公司（以下简称"华润微"或"公司"）2025 年年度报告为准，提请投资者注意投资风险。 一、2025 年度主要财务数据和指标 单位：人民币万元 | 项目 | 本报告期 | 上年同期 | 增减变动幅度（％） | | --- | --- | --- | --- | | 营业总收入 | 1,105,379.20 | 1,011,852.58 | 9.24 | | 营业利润 | 71,654.20 | 78,660.07 | -8.91 | | 利润总额 | 72,351.29 | 79,463.50 | -8.95 | | 归属于母公司所有者的净利润 | 66,138.27 | 76,245.99 | -13.26 | | 归属于母公司所有者的扣 ...

国科微表示，价格上调的原因除了与成本攀升的压力还包括供应链紧张。美芯晟表示，受上游原材料等 环节调价影响，公司相应的芯片产品也会有一定的价格上浮。 作者 | 吴旭光 陈俊清 一场事关全行业的"涨价潮"在半导体产业链中持续席卷。 年初至今，华润微、中微半导、必易微、国科微、英集芯（维权）、美芯晟，以及欧姆龙、ADI、英飞 凌等多家国内外半导体及芯片企业陆续宣布产品涨价通知，涨幅普遍在10%至80%区间，覆盖MCU、 NORFlash、合封KGD存储、功率器件等多个品类。 《科创板日报》记者向产业链公司求证并采访发现，多数企业在调价原因中均提及，上游原材料及关键 贵金属价格大幅上涨是本轮提价的主因，而供需格局失衡则进一步助推了芯片产品涨价。 ▌铜、银、锡等原材料上涨 对于此轮芯片产品涨价，一家半导体功率器件上市公司人士向《科创板日报》记者表示，此轮产品涨价 主要与铜、银、锡等上游金属材料价格上涨相关，并非来自硅片等半导体级硅材料的涨价。其表示，功 率器件是在硅片上制作电路，产业链公司使用的电子级多晶硅需求量不大、市场价格整体相对稳定。 其中，国内铜价方面，在2025年上涨34.34%之后，其价格在2026年开年又 ...

Core Viewpoint - The article highlights the current ranking of listed companies based on market sentiment, with a focus on supply-demand dynamics, pricing strategies, technological advancements, and legal disputes affecting investor sentiment. Group 1: Company Rankings - The top 20 companies in the "Listed Company Heat Ranking" include: SMIC, Huazhu Microelectronics, Wingtech Technology, BOE Technology, Zhaoxin Microelectronics, Aerospace Science and Technology, Huatian Technology, Cambricon, Changdian Technology, Southeast Electronics, Ruilian Technology, Naiko Equipment, Silan Microelectronics, ST Lifan, Northern Huachuang, Jinhong Gas, Zhongwei Semiconductor, Tongfu Microelectronics, Jinchengzi, and Hangyu Microelectronics [1][3][24]. Group 2: Supply-Demand and Pricing Dynamics - SMIC provided detailed responses regarding pricing strategies amid tightening capacity, emphasizing that price adjustments are driven by supply-demand relationships, with increases in prices for memory and BCD products [14][34]. - Huazhu Microelectronics announced a price increase effective February 1 due to rising costs of raw materials and manufacturing, indicating a broader trend of cost transmission in the semiconductor industry [14][34]. Group 3: Technological Advancements and Collaborations - Hangyu Microelectronics developed the Yulong 810 AI chip with a computing power of 12 TOPS, which is now used in the "Zhuhai No. 1" satellite for real-time image recognition [15][35]. - Huazhu Microelectronics received authorization for a patent on "smart power modules," which is expected to benefit applications in electric vehicles and industrial control [16][36]. - Silan Microelectronics secured a utility model patent for power modules, reinforcing its technological capabilities in the power semiconductor sector [17][37]. - BOE Technology applied for a patent related to display panels, further solidifying its technological barriers in the display sector [18][38]. Group 4: Legal Disputes and Governance - Wingtech Technology expressed strong dissatisfaction with a recent court ruling regarding the Nexperia case, which has significant implications for the company's control over core assets [20][40]. Group 5: Stock Price Movements and Market Attention - Naiko Equipment's stock rose by 5.59%, indicating active trading and market speculation regarding its advancements in semiconductor packaging equipment [21][41]. - BOE Technology's stock has declined for six consecutive days, with a cumulative drop of 5.22%, raising concerns about short-term demand in the industry [21][41].

Core Viewpoint - The recent price increase announcements from multiple power semiconductor companies, including Silan Micro, Infineon, and China Resources Microelectronics, have drawn significant industry attention, indicating a broader trend of rising costs and demand in the semiconductor sector [1][14]. Price Increase Details - Infineon will raise prices for power switches and integrated circuit products starting April 1, 2026, due to surging demand from AI data centers, expansion investments, and rising raw material costs [2][19]. - Silan Micro will implement a 10% price increase on small signal diodes, transistors, trench TMBS chips, and MOS chips effective March 1, 2026, driven by significant increases in key precious metal prices [2][17]. - ROHM will also increase prices for certain semiconductor products starting March 1, 2026, due to rising commodity prices [2]. - China Resources Microelectronics will raise prices for its entire range of microelectronic products by at least 10% starting February 1, 2026, citing significant increases in upstream raw material prices [2][20]. - Analog Devices (ADI) will increase prices by approximately 15% across its entire product range, with some military-grade products seeing increases of up to 30% starting February 1, 2026 [2]. - AGM-Semi will raise prices by 8%-15% for all models starting January 1, 2026, due to rising raw material costs [2]. Reasons for Price Increases - The primary driver for the price increases is the sustained pressure on production costs, influenced by rising commodity prices, particularly precious metals, and increased costs in wafer manufacturing and packaging [10][23]. - The tightening of wafer foundry capacity, as leading foundries shift focus away from mature processes, has further exacerbated cost pressures [10][23]. - Demand for power semiconductors is structurally increasing due to rapid growth in sectors such as AI data centers, electric vehicles, energy storage, and industrial control [10][24]. Market Dynamics - The value of power components in AI servers has increased significantly, with the price per server component rising from $6-7 to $30-50, a nearly fivefold increase, which has driven demand for power switches and power management chips [11][24]. - The ongoing development in automotive electronics and energy storage is further amplifying the demand gap for power semiconductors, supporting price increases [10][25]. Impact on Third-Generation Semiconductors - The price increases from major power semiconductor manufacturers may facilitate a shift towards third-generation semiconductors, as the price gap between traditional silicon-based devices and SiC/GaN devices narrows [12][25]. - As traditional power device prices rise, downstream companies may reconsider their cost structures, potentially favoring SiC devices for their efficiency and reduced thermal management needs [12][26]. - In the AI server power market, rising traditional silicon power prices may drive manufacturers to adopt more efficient GaN solutions to lower operational costs [12][26]. Conclusion - The price increase trend among power semiconductor companies is a reflection of supply-demand imbalances, rising costs, and technological advancements, marking a significant phase of structural adjustment in the global power semiconductor industry [13][27]. - This trend not only accelerates the domestic substitution process for silicon-based power semiconductors but also acts as a catalyst for the cost-effective application of third-generation semiconductors, promoting a transition towards high-efficiency, energy-saving, and miniaturized high-end fields [13][27].