Guizhou Zhenhua Fengguang Semiconductor (688439)
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振华风光:公司正加快布局低空经济、低轨卫星等未来产业
Zheng Quan Ri Bao· 2025-11-14 14:13
证券日报网讯振华风光11月14日在互动平台回答投资者提问时表示,公司主要专注于高可靠集成电路市 场的同时,结合发展战略及市场需求正加快布局低空经济、低轨卫星、人形机器人、商业航天、汽车电 子等未来产业。 (文章来源:证券日报) ...
振华风光:公司目前暂无晶圆制造能力
Zheng Quan Ri Bao Wang· 2025-11-14 14:11
Core Viewpoint - The company currently lacks wafer manufacturing capabilities but is planning to establish a wafer manufacturing production line through its fundraising projects [1] Group 1: Company Development - As of June 30, 2025, the company expects to have approximately 849 employees, with 261 in research and development, representing about 30.74% of the total workforce [1] - The number of R&D personnel has shown a steady growth trend in recent years, indicating a focus on enhancing talent structure [1]
振华风光:公司将持续优化产能布局和供应链管理以确保订单交付
Zheng Quan Ri Bao Wang· 2025-11-14 14:11
Core Viewpoint - The delivery cycle for T/R chips has been extended to 12-18 months, reflecting overall industry demand growth and current supply chain conditions [1] Group 1: Company Updates - The company has six products that can be applied to T/R components, with some already starting small batch orders [1] - The company will continue to optimize capacity layout and supply chain management to ensure order delivery [1]
振华风光:振华风光产品主要应用于商业航空、航天等高可靠领域
Zheng Quan Ri Bao Wang· 2025-11-14 14:11
Core Viewpoint - Zhihua Wind Power focuses on high-reliability fields such as commercial aviation and aerospace, with related revenue accounting for over 90% of total income [1] Group 1: Company Strategy - The company will continue to concentrate on the high-reliability integrated circuit sector [1] - It plans to diversify its industrial layout to meet the demands of automotive, industrial, and civilian applications [1]
振华风光:公司始终高度重视研发创新
Zheng Quan Ri Bao Zhi Sheng· 2025-11-14 13:13
Core Viewpoint - The company emphasizes its commitment to research and development, continuously increasing investment to drive technological advancement and product upgrades [1] Group 1: R&D and Innovation - The company has introduced multiple new products in response to market demand, including amplifiers, magnetic encoding chips, and rotary decoding drivers [1] - The company is focused on commercial application, with some new products already undergoing user trials and gradually forming a supply chain [1] Group 2: Market Orientation - The company will continue to follow market trends and actively promote the industrialization of new technologies [1]
振华风光:公司已有30余款产品完成商业卫星相关试验并通过客户验证
Zheng Quan Ri Bao Wang· 2025-11-14 12:41
证券日报网讯振华风光11月14日在互动平台回答投资者提问时表示,公司在低空经济领域等新产品、新 客户、新领域市场,已实现多款信号链及电源管理器产品在无人机等低空飞行器新兴领域中的应用,相 关产品已完成验证并形成小部分订单。在卫星互联网领域,公司已有30余款产品完成商业卫星相关试验 并通过客户验证,可满足卫星应用环境,部分产品已形成订单。当前公司正紧密跟踪用户需求计划,确 保交付能力。 ...
振华风光:公司首款基于RISC-V架构的32位MCU产品已开始小批量出货
Mei Ri Jing Ji Xin Wen· 2025-11-14 09:21
每经AI快讯,有投资者在投资者互动平台提问:公司以RISC-V架构为核心的mcu在国内处于什么水 平? (记者 曾健辉) 振华风光(688439.SH)11月14日在投资者互动平台表示,尊敬的投资者,您好!公司首款基于RISC-V 架构的32位MCU产品已开始小批量出货,可应用于电机控制、电子系统健康监测等场景,目前正积极 开展后续定型及量产工作。该产品具备集成32位内核、最高80MHz工作频率、内置最大256KB闪存、宽 电压支持(3V-5V)及高ESD性能(8000V)等特点。在技术储备方面,公司已研发多款基于RISC-V架 构的32位微处理器,拥有外设路由管理技术、改进型多层总线管理技术,并开发了高性能ADC、运放 和灵活的通讯接口,在高可靠领域填补空白,同时建立了完善的应用生态平台。 ...
公司问答丨振华风光:目前已有6款产品可应用于T/R组件 部分已开始小批量订货
Ge Long Hui A P P· 2025-11-14 09:05
Core Viewpoint - The company has achieved mass production of T/R chips and received pre-orders from 12 military units, indicating strong demand in the industry and a positive outlook for future orders [1] Group 1: Production and Delivery - The delivery cycle for T/R chips has been extended to 12-18 months, reflecting overall industry demand growth and current supply chain conditions [1] - The company has six products applicable to T/R components, with some already starting small batch orders [1] Group 2: Capacity and Supply Chain Management - The company plans to continuously optimize its capacity layout and supply chain management to ensure order delivery [1]
公司问答丨振华风光:公司已有30余款产品完成商业卫星相关试验并通过客户验证 部分产品已形成订单
Ge Long Hui· 2025-11-14 09:00
Core Viewpoint - The company has made significant progress in the emerging fields of low-altitude economy and satellite internet, with products already achieving breakthroughs and some orders being secured [1] Group 1: Low-altitude Economy - The company has developed multiple signal chain and power management products for applications in low-altitude flying vehicles such as drones [1] - These products have completed validation and have resulted in a small number of orders [1] Group 2: Satellite Internet - The company has over 30 products that have completed commercial satellite-related testing and have passed customer validation [1] - These products are designed to meet the requirements of satellite application environments, with some already generating orders [1] - The company is closely monitoring user demand plans to ensure delivery capabilities [1]
贵州振华风光半导体股份有限公司关于召开2025年第三季度业绩说明会的公告
Shang Hai Zheng Quan Bao· 2025-11-12 18:16
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:688439 证券简称:振华风光 公告编号:2025-043 贵州振华风光半导体股份有限公司 关于召开2025年第三季度业绩说明会的公告 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: 会议召开时间:2025年11月24日(星期一)上午9:00-10:00 会议召开地点:上海证券交易所上证路演中心(网址:http://roadshow.sseinfo.com/) 会议召开方式:上证路演中心图文展示和网络文字互动问答 投资者可于2025年11月17日(星期一)至11月21日(星期五)16:00前登录上证路演中心网站首页点击"提问预 征集"栏目或通过公司邮箱irm@semifg.com进行提问。公司将在说明会上对投资者普遍关注的问题进行 回答。 本次业绩说明会以图文展示和网络文字互动问答形式召开,公司将针对2025年第三季度经营成果、财务 指标的具体情况与投资者进行互动交流和沟通,在信息披露允许的范围内就投资者普遍关注的问题进行 回答。 二、说明会召 ...