Core Viewpoint - The company has developed Ethernet communication products suitable for robotic motion control, including humanoid robots, and is currently in the technical validation and ecosystem co-construction phase, which has not significantly impacted its performance [1] Group 1: Product Development - The company has created Ethernet communication products that are compatible with robotic motion control [1] - These products are currently being applied in some customer projects, focusing on industrial collaborative robots and humanoid robot prototypes [1] Group 2: Market Application - The current applications mainly involve customer prototype development and testing needs [1] - The business is still in the technical validation and ecosystem co-construction stage, indicating that it is not yet fully commercialized [1] Group 3: Investor Communication - The company advises investors to remain rational and guard against speculative trading, as the current business has not made a significant impact on the company's financial performance [1]

Group 1 - The company, Yutai Microelectronics Co., Ltd., forecasts a net loss attributable to shareholders of the parent company for 2025, estimated between -168 million to -105 million yuan, which represents a reduction in loss of 33.68 million to 96.68 million yuan compared to the previous year [3][4] - The expected net profit attributable to shareholders of the parent company, excluding non-recurring gains and losses, is projected to be between -196 million to -125 million yuan, indicating a reduction in loss of 35.99 million to 106.99 million yuan compared to the previous year [3][4] - The performance forecast is based on preliminary calculations by the company's finance department and has not been audited by a registered accountant [3][7] Group 2 - For the previous year, the total profit was -201.68 million yuan, with a net profit attributable to shareholders of the parent company also at -201.68 million yuan, and a net profit excluding non-recurring gains and losses at -231.99 million yuan [4] - The company expects to benefit from the ongoing growth in the global semiconductor market, with increased sales of various Ethernet physical layer chips contributing to revenue growth, which will help narrow the losses compared to the previous year [6]

Core Viewpoint - Yutai Micro (688515.SH) is expected to report a net loss attributable to shareholders of the parent company ranging from -168 million to -105 million yuan for the fiscal year 2025, indicating a reduction in losses compared to the previous year [1] Financial Performance - The company anticipates a decrease in net loss by 33.68 million to 96.68 million yuan compared to the previous year's statutory disclosure [1] - The expected net profit attributable to shareholders of the parent company, excluding non-recurring gains and losses, is projected to be between -196 million and -125 million yuan for 2025, also reflecting a reduction in losses by 35.99 million to 106.99 million yuan compared to the previous year [1] Revenue Growth - The company is expected to benefit from the ongoing growth in the global semiconductor market, alongside increased sales of product lines such as 2.5G Ethernet physical layer chips, automotive Ethernet physical layer chips, and single and multi-port Ethernet physical layer chips [1] - This increase in revenue is projected to lead to a narrowing of net losses attributable to shareholders of the parent company compared to the previous year [1]

Core Viewpoint - Yutai Micro (688515.SH) is expected to report a loss in 2025, with net profit attributable to the parent company projected to be between -168 million and -105 million yuan, indicating a reduction in loss compared to the previous year [1] Financial Performance - The company anticipates a decrease in losses for the fiscal year 2025, with a reduction of 33.68 million to 96.68 million yuan compared to the previous year's statutory disclosure [1] - The expected net profit attributable to the parent company, excluding non-recurring gains and losses, is projected to be between -196 million and -125 million yuan, also reflecting a decrease in loss by 35.99 million to 106.99 million yuan year-on-year [1] Revenue Growth - The company is expected to benefit from the ongoing growth in the global semiconductor market, alongside increased sales of its product lines, including 2.5G Ethernet physical layer chips, automotive Ethernet physical layer chips, and single and multi-port Ethernet physical layer chips [1] - This increase in revenue is anticipated to contribute to a narrowing of losses in net profit attributable to the parent company compared to the previous year [1]

Financial Performance Forecast - The company expects a net loss attributable to shareholders of the parent company for 2025 to be between -168 million and -105 million CNY, representing a reduction in loss of 33.68 million to 96.68 million CNY compared to the previous year [4]. - The projected net loss attributable to shareholders after deducting non-recurring gains and losses is expected to be between -196 million and -125 million CNY, a decrease in loss of 35.99 million to 106.99 million CNY year-over-year [4]. - The total profit for the same period last year was -201.68 million CNY, with a net loss attributable to shareholders of the parent company also at -201.68 million CNY [5]. - The company reported a net loss attributable to shareholders after deducting non-recurring gains and losses of -231.99 million CNY for the previous year [5]. - The earnings per share for the previous year was -2.53 CNY [6]. Revenue Growth Expectations - The company anticipates revenue growth due to the increasing sales of its product lines, including 2.5G Ethernet physical layer chips and automotive Ethernet physical layer chips [8]. Performance Forecast Validity - The performance forecast is based on preliminary calculations by the finance department and has not yet been audited by registered accountants [9]. - The company has not identified any significant uncertainties that could materially affect the accuracy of this performance forecast [9]. - Investors are advised that the forecast data is preliminary and the final audited financial data will be disclosed in the official 2025 annual report [10]. Forecast Period - The performance forecast period is from January 1, 2025, to December 31, 2025 [3].

..... 裕太微电子 Motorcomm 2026年 次临时股东会 第· 会议资料 公司简称:裕太微 公司代码: 688515 | 目 录 | 2026 年第一次临时股东会会议须知 . | | --- | | 2026 年第一次临时股东会会议议程 . | | 2026 年第一次临时股东会会议议案 . | | 议案一 ……… | | 关于补选第二届董事会非独立董事的议案 | 裕太微电子股份有限公司 2026 年第一次临时股东会会议须知 为了维护全体股东的合法权益，确保股东会的正常秩序和议事效率，保证股 东会的顺利进行，根据《中华人民共和国公司法》（以下简称"《公司法》"）、 《中华人民共和国证券法》（以下简称"《证券法》"）、《上市公司股东会规 则》《裕太微电子股份有限公司章程》（以下简称"《公司章程》"）、《裕太 微电子股份有限公司股东会议事规则》等相关规定，裕太微电子股份有限公司（以 下简称"公司"）特制定 2026 年第一次临时股东会须知。 四、 股东及股东代理人依法享有发言权、质询权、表决权等权利。股东及 股东代理人参加股东会应认真履行其法定义务，不得侵犯公司和其他股东及股东 代理人的合法权益，不得扰 ...

Core Insights - Yutai Microelectronics Co., Ltd. focuses on the research, design, and sales of high-speed wired communication chips and successfully listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on February 10, 2023 [1] - The company has established a comprehensive industrial development pattern with R&D centers in Suzhou and Shanghai, and subsidiaries in Shanghai, Chengdu, Shenzhen, and Nanjing, along with a development center in Singapore [1] - Yutai Microelectronics aims to address the long-standing market monopoly of international manufacturers in the 2.5G Ethernet PHY chip sector, with plans to achieve mass production of the YT8821 series from October 2024 to October 2025, filling a gap in self-developed products in mainland China [1] Product Overview - The YT8821 series is a highly integrated multi-rate Ethernet PHY solution with complete independent intellectual property rights, compatible with various protocols including 10BASE-Te, 100BASE-TX, 1000BASE-T, and 2.5GBASE-T [2] - It utilizes a high-speed DSP and analog front-end architecture, featuring key modules like digital adaptive equalizers and echo cancellers, which effectively reduce signal interference and maintain low error rates even in electromagnetically noisy environments [2] - The hardware is adaptable, with SERDES interfaces configurable for SGMII or 2500BASE-X modes, supporting different MAC layer design requirements and energy-efficient Ethernet standards [2] Market Performance - The successful mass production and market promotion of the YT8821 series have led to significant market performance, with revenues reaching 20.86 million yuan in 2023, 38.71 million yuan in the first half of 2024, and 72.90 million yuan in the first half of 2025, representing a year-on-year growth of 88.34% [3] - The overall revenue for the YT8821 series is expected to reach 141.70 million yuan in 2024, with further growth anticipated in 2025 [3]

Group 1 - The company will hold its first extraordinary general meeting of shareholders in 2026 on February 4 at 14:00 in Shanghai [2][5] - The voting will be conducted through both on-site and online methods, utilizing the Shanghai Stock Exchange's shareholder meeting voting system [5][7] - The meeting will not involve public solicitation of shareholder voting rights [4] Group 2 - The company has received a resignation letter from non-independent director Hu Zhiyu, who is resigning for personal reasons [18][19] - The board has proposed to nominate Yao Haifeng as a candidate for the non-independent director position, pending approval at the upcoming shareholder meeting [20][21] - Hu Zhiyu's resignation will not affect the normal operation of the board or the company's daily business [19]

Group 1 - The company Yu Tai Wei announced the resignation of non-independent director Hu Zhiyu due to personal reasons [2] - Following the resignation, Hu Zhiyu will no longer hold any positions within the company or its subsidiaries [2] - The company held its second board meeting on January 19, 2026, where it approved the proposal to elect a new non-independent director [2] Group 2 - The board has nominated Yao Haifeng as the candidate for the position of non-independent director [2]

Group 1 - The company Yutai Micro announced that it will hold its first extraordinary general meeting of shareholders in 2026 on February 4 [2]