Financial Performance - Revenue for the third quarter reached RMB 743.49 million, a year-on-year increase of 41.50%[3] - Net profit attributable to shareholders of the listed company for the third quarter was RMB 118.64 million, a year-on-year increase of 155.31%[3] - Revenue increased by 40.63% to 2,006,006,681.84 RMB, driven by sales growth[9] - Net profit surged by 172.35% to 351,055,124.21 RMB, primarily due to increased profits[9] - Total revenue for the period reached 2,006,006,681.84 RMB, a significant increase from 1,426,455,277.47 RMB in the same period last year[24] - Net profit attributable to the parent company's shareholders was 332,626,482.73 RMB, compared to 142,529,237.13 RMB in the previous year[25] - Operating profit surged to 408,696,021.57 RMB, a substantial rise from 135,379,863.73 RMB in the previous year[25] - Comprehensive income for the period totaled 351,055,124.21 RMB, with 332,626,482.73 RMB attributable to the parent company's owners[26] - Basic earnings per share for the period were 0.45 RMB, and diluted earnings per share were 0.43 RMB[26] Assets and Liabilities - Total assets as of the end of the third quarter were RMB 7.80 billion, an increase of 1.04% compared to the end of the previous year[3] - The company's monetary funds increased by 59.02% to RMB 575.75 million, mainly due to increased sales and collections[7] - The company's accounts receivable financing increased by 40.18% to RMB 436.94 million, mainly due to an increase in bank acceptance bills held[7] - The company's prepayments increased by 37.92% to RMB 66.44 million, mainly due to adjustments in capacity deposits under the framework agreement with SMIC[7] - The company's construction in progress decreased by 53.34% to RMB 638.51 million, mainly due to the transfer of fixed assets for the "automotive-grade" power semiconductor packaging and testing project[7] - The company's long-term loans decreased by 30.92% to RMB 520.45 million, mainly due to a reduction in long-term borrowing[8] - The company's deferred tax liabilities decreased by 88.84% to RMB 31,620.27, mainly due to a decrease in deferred tax liabilities recognized from fair value changes[8] - Fixed assets grew to 4,460,453,039.05 RMB, up from 3,798,452,872.62 RMB, indicating expansion in infrastructure[22] - Total liabilities decreased to 3,095,700,622.56 RMB from 3,326,142,686.54 RMB, showing improved financial health[23] - Total assets increased slightly to 7,802,459,515.03 RMB from 7,721,873,336.43 RMB, reflecting steady growth[22] - The company's equity attributable to the parent company's shareholders rose to 4,050,524,675.78 RMB from 3,758,525,074.69 RMB, demonstrating stronger shareholder value[23] Cash Flow - Operating cash flow decreased by 25.35% to 545,076,304.31 RMB, mainly due to VAT refunds received by subsidiaries in the previous year[10] - Investment cash flow turned positive at 53,016,400.76 RMB, a 107.53% increase, as payments for projects and equipment by subsidiaries decreased[10] - Financing cash flow decreased by 1153.16% to -369,215,065.56 RMB, primarily due to reduced loans[10] - Cash received from sales of goods and services amounted to 1,757,941,089.63 RMB[27] - Net cash flow from operating activities was 545,076,304.31 RMB[28] - Cash inflows from investment activities totaled 2,053,754,649.73 RMB, including 1,955,000,000.00 RMB from investment recoveries[28] - Cash outflows for investment activities were 2,000,738,248.97 RMB, with 1,626,000,000 RMB used for investments[28] - Net cash flow from investment activities was 53,016,400.76 RMB[28] - Net cash flow from financing activities was -369,215,065.56 RMB[28] - The net increase in cash and cash equivalents for the period was 227,368,691.88 RMB[28] - The ending balance of cash and cash equivalents was 561,678,862.94 RMB[28] Shareholders and Equity - The top shareholder, Jiangsu Jiejie Investment Co., Ltd., holds 27.92% of the shares[11] - Huang Shanbing, a major individual shareholder, holds 8.43% of the shares[11] - Nantong Zhongchuang Investment Management Co., Ltd. holds 6.33% of the shares[11] - The company's top 10 shareholders include both domestic and foreign entities, with significant holdings in RMB ordinary shares[13] - The company's shareholders, including Jiangsu Jiejie Investment Co., Ltd. and Nantong Zhongchuang Investment Management Co., Ltd., have consistent action relationships[13] - The company's top 10 shareholders include Guotai Junan Securities Co., Ltd. and China Merchants Bank Co., Ltd., with their respective holdings accounting for 0.92% and 0.66% of the total shares[15] - The company's executive Huang Shanbing holds 46,447,068 restricted shares, with an increase of 2,599,068 shares during the period[16] - The company's executive Zhang Zulei holds 15,879,672 restricted shares, with an increase of 1,224,629 shares during the period[16] - The company's executive Shen Xinxin had 17,207,300 restricted shares fully unlocked during the period[16] - The company's executive Wang Chengsen had 25,515,000 restricted shares fully unlocked during the period[16] - The company's other equity incentive restricted shares totaled 1,480,124 shares, all of which were released during the period[17] - The total number of restricted shares at the end of the period is 64,630,659 shares, with an increase of 3,823,697 shares during the period[17] - The total number of restricted shares at the beginning of the period was 105,248,456 shares, with 44,441,494 shares released during the period[17] Intellectual Property and Innovation - The company obtained a patent for a "Separated Gate MOSFET Device and Manufacturing Method for Reducing Switching Loss" with patent number ZL202010317951.7, authorized on July 12, 2024[18] - The company has been granted a total of 266 patents, including 86 invention patents, 179 utility model patents, and 1 design patent[19] - The company's subsidiary, JieJie Semiconductor, has been granted 126 patents, including 41 invention patents and 84 utility model patents[20] - JieJie Shanghai has been granted 28 patents, including 9 invention patents and 19 utility model patents[20] - JieJie Nantong Technology has been granted 25 patents, including 6 invention patents and 19 utility model patents[20] - Jiangsu Yixi Technology has been granted 8 patents, including 4 invention patents[20] - The company has registered a total of 118 trademarks, with JieJie Microelectronics holding 93 of them[20] - Research and development expenses increased to 196,683,715.30 RMB from 183,836,669.22 RMB, reflecting continued investment in innovation[24] Inventory and Receivables - The company's accounts receivable increased to 516,747,483.24 yuan from 478,179,433.79 yuan at the beginning of the quarter[21] - Inventory levels rose to 611,712,881.59 yuan from 484,331,838.39 yuan at the start of the quarter[21] - The company's total current assets amounted to 2,420,193,581.95 yuan, up from 2,229,427,035.57 yuan at the beginning of the period[21] - As of the end of the quarter, the company held 575,754,839.33 yuan in cash and cash equivalents, an increase from 362,064,942.60 yuan at the beginning of the period[21] Operating Costs and Expenses - Total operating costs increased to 1,667,391,713.83 RMB from 1,307,507,425.13 RMB, driven by higher business activity[24] - Other comprehensive income after tax for the parent company's shareholders was -671,871.73 RMB, compared to -86,461.17 RMB, indicating minor fluctuations[23]

江苏捷捷微电子股份有限公司 舆情管理制度 第一条 为提高江苏捷捷微电子股份有限公司（以下简称"公司"） 应对各类舆情的能力，建立快速反应和应急处置机制，及时、妥善处 理各类舆情对公司股价、商业信誉及正常生产经营活动造成的影响， 切实保护投资者合法权益，根据相关法律、法规和规范性文件及《公 司章程》的规定，并结合公司实际情况，特制定本制度。 第二条 本制度所称舆情包括： （一）报刊、电视、网络等媒体对公司进行的负面报道； （二）社会上存在的已经或将给公司造成不良影响的传言或信息； （2024 年 10 月） 第一章 总则 （三）可能或者已经影响社会公众投资者投资取向，造成股价异 常波动的信息； （四）其他涉及公司信息披露且可能对公司股票及其衍生品交易 价格产生较大影响的事件信息。 第三条 舆情信息的分类： （一）重大舆情：指传播范围较广，严重影响公司公众形象或正 常经营活动，使公司已经或可能遭受损失，已经或可能造成公司股票 及其衍生品种交易价格变动的负面舆情。 （二）一般舆情：指除重大舆情之外的其他舆情。 1 第二章 舆情管理的组织体系及其工作职责 第四条 公司舆情应对坚持"科学应对、突出导向、注重实效" 的总 ...

| 证券代码：300623 | 证券简称：捷捷微电 | 公告编号：2024-093 | | --- | --- | --- | | 证券代码：123115 | 证券简称：捷捷转债 | | 江苏捷捷微电子股份有限公司 第五届监事会第十一次会议决议公告 本公司及监事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、监事会会议召开情况 江苏捷捷微电子股份有限公司（以下简称"公司"）召开第五届监事会第十 一次会议。 1、会议通知的时间和方式：2024 年 10 月 21 日邮件方式通知 2、会议召开的时间：2024 年 10 月 24 日下午 14:30 3、会议召开地点：江苏省启东市经济开发区钱塘江路 3000 号 101 办公楼 4 楼主会议室 4、会议召开方式：现场会议 5、会议召集人：监事会主席钱清友 6、会议主持人：监事会主席钱清友 7、召开情况合法、合规、合章程性说明：会议的召集召开符合《公司法》 及公司《章程》的规定。 应出席监事会会议的监事人数共 3 人，实际出席本次监事会会议的监事（包 括委托出席的监事人数）共 3 人，缺席本次监事会会议的监事共 0 人。 二 ...

| 证券代码：300623 | 证券简称：捷捷微电 | 公告编号：2024-092 | | --- | --- | --- | | 证券代码：123115 | 证券简称：捷捷转债 | | 江苏捷捷微电子股份有限公司 第五届董事会第十四次会议决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、董事会会议召开情况 江苏捷捷微电子股份有限公司（以下简称"公司"）召开第五届董事会第十 四次会议。 1、会议通知的时间和方式：2024 年 10 月 21 日邮件方式通知 2、会议召开的时间：2024 年 10 月 24 日上午 10:30 3、会议召开地点：江苏省启东市经济开发区钱塘江路 3000 号 101 办公楼 4 楼主会议室 4、会议召开方式：现场及通讯会议 5、会议召集人：董事长黄善兵 6、会议主持人：董事长黄善兵 7、召开情况合法、合规、合章程性说明：会议的召集召开符合《公司法》 及公司《章程》的规定。 应出席董事会会议的董事人数共 9 人，实际出席本次董事会会议的董事（包 括委托出席的董事人数）共 9 人，缺席本次董事会会议的董事共 0 人。 经审 ...

2024 年 10 月 22 日 公司点评 增持/ 维持 捷捷微电(300623) 昨收盘:46.49 Q3 业绩预期大幅增长，产能利用率爬升 走势比较 (40%) 6% 52% 98% 144% 190% 23/10/2324/1/324/3/1524/5/2624/8/624/10/17 捷捷微电 沪深300 股票数据 总股本/流通(亿股) 7.35/7.35 总市值/流通(亿元) 341.64/341.64 12 个月内最高/最低价 (元) 50.28/10.21 证券分析师：张世杰 E-MAIL：zhangsj@tpyzq.com 分析师登记编号：S1190523020001 证券分析师：李珏晗 电话：010-88695125 E-MAIL：lijuehan@tpyzq.com 分析师登记编号：S1190523080001 事件：发布 2024 年前三季度业绩预告，归属于上市公司股东的净利 润 3.14-3.56 亿元，同比增长 120%-150%；扣除非经常性损益后的净利润 2.61-2.96 亿元，同比增长 130%-160%。 公司 Q3 业绩预期大幅增长。Q3 单季度来看，公司预计 24Q3 ...

证 2024 年 10 月 17 日 告 基本数据 2024-10-17 当前股价（元） 35.07 总市值（亿元） 258 总股本（百万股） 735 流通股本（百万股） 670 52 周价格范围（元） 10.75-37.8 日均成交额（百万元） 325.09 公 研 究 市场表现 -50 0 50 100 150 (%) 捷捷微电 沪深300 资料来源：Wind，华鑫证券研究 相关研究 1、《捷捷微电（300623）：进一步 收购子公司完善布局，Q2 利润大幅 高增》2024-08-19 2、《捷捷微电（300623）：子公司 南通科技实现盈利，多项目持续推 进完善 IDM 供应链》2024-04-30 3、《捷捷微电（300623）：高端功 率半导体项目稳步推进，MOSFET 调 涨盈利有望改善》2024-01-17 司 究 报 并购重组落地，前三季度净利润表现超预期 —捷捷微电（300623.SZ）公司事件点评报告 捷捷微电发布 2024 年前三季度业绩预告：2024 年前三季度 预计实现归属于上市公司股东的净利润 31,356.42 万元至 35,632.30 万元，同比增长 120%-150%，预计 ...

Financial Performance - Net profit attributable to shareholders of the listed company is expected to be between RMB 313.5642 million and RMB 356.3230 million, an increase of 120% to 150% compared to the same period last year[3] - Net profit after deducting non-recurring gains and losses is expected to be between RMB 261.8835 million and RMB 296.0422 million, an increase of 130% to 160% compared to the same period last year[3] - Non-recurring gains and losses impacted the net profit attributable to shareholders by approximately RMB 51.70 million, including RMB 33.04 million from the disposal of non-current assets[5] Production Capacity and Market Demand - The company's comprehensive production capacity has improved, and capacity utilization has remained at a high level due to the gradual recovery of downstream market demand, product structure upgrades, and customer demand growth[5] - The company's subsidiary, Jiejie Microelectronics (Nantong) Technology Co., Ltd., has seen a significant increase in profitability due to continuous capacity expansion[5]

| 证券代码：300623 | 证券简称：捷捷微电 | 公告编号：2024-084 | | --- | --- | --- | | 证券代码：123115 | 证券简称：捷捷转债 | | 江苏捷捷微电子股份有限公司 关于股价异常波动公告 5、不存在违反公平信息披露规定的其他情形。 江苏捷捷微电子股份有限公司（以下简称"公司"）股票已连续3个交易日 （2024年9月30日、10月08日、10月09日）收盘价格涨幅偏离值累计超过30%以上， 根据深圳证券交易所的相关规定，属于股票交易异常波动的情况。 二、公司关注并核实情况说明 针对公司股票交易异常波动，公司董事会对公司、控股股东及实际控制人就 相关事项进行了核实，现就有关情况说明如下： 1、公司未发现前期披露的信息存在需要更正、补充之处； 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息； 3、近期，公司经营情况正常，内外部经营环境未发生重大变化； 4、经查询，公司、控股股东和实际控制人不存在关于本公司的应披露而未 披露的重大事项，不存在处于筹划阶段的重大事项；公司控股股东和实际控制人 在股票交易异常波动期间未买卖公司股 ...

| 证券代码：300623 | 证券简称：捷捷微电 | 公告编号：2024-083 | | --- | --- | --- | | 债券代码：123115 | 证券简称：捷捷转债 | | 江苏捷捷微电子股份有限公司 2024 年第三季度可转换公司债券转股情况公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有 虚假记载、误导性陈述或者重大遗漏。 特别提示： 1、捷捷转债（债券代码：123115）转股期为：2021 年 12 月 15 日至 2027 年 6 月 7 日；最新转股价格为人民币 28.75 元/股。 2、2024 年第三季度，共有 100 张"捷捷转债"完成转股（票面金额共计 10,000 元人民币），合计转成 347 股"捷捷微电"股票（股票代码：300623）。 3、截至 2024 年第三季度末，公司剩余可转换公司债券为 11,943,548 张，剩 余票面总金额为 1,194,354,800 元人民币。 根据《深圳证券交易所创业板股票上市规则》、《深圳证券交易所可转换公 司债券业务实施细则》的有关规定，江苏捷捷微电子股份有限公司（以下简称 "公司"、"捷捷微电"）现将 2024 ...

| 证券代码：300623 | 证券简称：捷捷微电 | 公告编号：2024-081 | | --- | --- | --- | | 证券代码：123115 | 证券简称：捷捷转债 | | 江苏捷捷微电子股份有限公司 公司收到中国证监会的注册文件后，积极开展标的资产交割工作，截至本公 告披露日，捷捷南通科技 30.24%股权过户手续及相关工商变更登记已完成，公 司持有捷捷南通科技 91.55%股权。本次收购支付的对价情况如下： | 序号 | 交易对方 | 对应标的资 | 交易对价 | 其中股份支付 | 发行股份数 | 其中现金支付 | | --- | --- | --- | --- | --- | --- | --- | | | | 产持股比例 | （万元） | 对价（万元） | 量（股） | 金额（万元） | | 1 | 苏通基金 | 5.83% | 19,600.00 | 12,740.00 | 7,977,457 | 6,860.00 | | 2 | 南通投资 | 5.36% | 18,000.00 | 11,700.00 | 7,326,236 | 6,300.00 | | 3 | 科创基金 | 0.6 ...