圣邦股份2026中期报告

聖 邦微電子(北京)股份有限公司SG MICRO CORP 股份代號：3661（於中華人民共和國註冊成立的股份有限公司） 2026 中 期 報 告 2釋義6第一節公司資料8第二節財務摘要12第三節管理層討論與分析32第四節重要事項50第五節財務報告 C1C35712026617A1.00H1.002026112026630 (1) (2) SG MICRO CORPSG MICRO87114-1106100089https://www.sg-micro.com/cninvestors@sg-micro.com33191910  (1)(2)(3) (4)2026814D222.138202620266302026 AH  1  1 EEPROM 387,200SAR(SARADC)∆-Σ(∆-ΣADC)Pipeline(PipelineADC)(DAC)(AFE)Audio DACLDODC/DCDC/DCDC/DCLEDAMOLEDPMUESD/TVSMOSFETMOSFETEEPROMDIMM 1 REACHSVHCRoHS2.0 2 3 (Fabless)Fabless 50% 4 AI(SIA)202686(WSTS)20267,020102%202661,344.5123.6%9.7%WSTS20268620261.655108%20272.129%AIDRAM202690%1.51.651023%16%AIAI 800VADASMCU AIMCU 259,542.5642.70%42,174.13117.76%42,031.54109.28% 1 01 19585G2021-202220222023PC2024AI20252024AI2026AIWSTS20262,9904,03035.1%124%1.6 202620267152026(GDP)695,7044.7%20262,79823.1%202671420261,794.47%1,772.896.1%3,047.58.1%2,980.255.8% 2 387,200EMIClass-DAFEADCAMRLEDAMOLED(GaN)MOSFETEEPROMDIMM 2025ADC/DACAMOLEDLDO 7246156573746818156 60nADC/DCLDO24ADCAMOLEDEEPROM7,20038 BCD90nmWLCSPISO 9001IATF 16949ISO 26262ISO 14001 1 25.95202518.1942.70%123 2 13.4520259.1247.47%51.84%202550.16%1.68% 3 5 (1) (2) 202663016.64%2025123123.40%202663020251231 (3) 6 1.4259.28%8.781,758.61%39.5911,546.40% 7 20266304,584,444,519.47202512311,181,027,531.84 2026630537,290,621.1620251231396,900,291.67502,373,644.942026630 8 9 20266305% 2026630 10 2 4.0 2026 20262026 1 AD/DADrMOSMOSFETMOSFETEEPROMDIMMEEPROMDIMMDC/DCLEDAMOLEDMOSFET/GaNMOSFETTVSESD 2 3 4 1. 2C.2.120266262026630 2C.2.1 2.  20266600038 13.51B(1) 3. C3 1. 2026630676,907,572 2. 202663044,630H2A44,628 3. 19A.28B(2) 1. 2026630AHXV23336 (1)2026630676,907,572622,906,372A54,001,200H(2)20156102021121WenLi(i)(ii)Wen Li(3)Wen LiWen Li(4)2026630Wen LiWen Li28,792,495A(5)XV23JPMorganChase&Co.100%64,100(6)X V23C h i n aInternational Capital Corporation (International)Limited100%6,147,9008,100,100(7)X V23C h i n aInternationalCapital Corporation Limited100%6,230,2008,100,10034,200(8)X V23C h i n aInternational Capital Corporation Hong Kong Securities Limited6,147,9008,100,100(9)X V23M o r g a nStanley4,112 2026630XV23336 2. 2026630XV352XV78 (1)2026630676,907,572622,906,372A54,001,200H(2)2026630117,449,624A(3)20156102021121WenLi(i)(ii)Wen Li(4)2026630WenLi28,792,495A(5)2 0 2 663 050,712,118A(6)202663043,648A 2026630XVXV78352 1. H2026626H85.2062,101,300H1.00H20266304,600.904,542.6084.125,291.035,224.3884.13 2. 2026630 A 20212022202320252025 H17 1. 2. (i)(ii)20212022202320252025 A 3. 2025919 4. 5% 5. A1% [] 6. 6012 7275 7. (i) (a)(b)(c)36(d)(e) (ii) (a)12(b)12(c)12(d)(e)(f) (i)25%(ii)(iii) 9. (i)[](ii) 12 10. A 11. (i)(ii)(iii)(iv)(v) 12.202663027,473,7874.06%2026630 (1) (2) (3)1% 20266301,927561,260,126.25 A  1  8%13.1613.22 2 ☑ 8%13.1313.20 3 ☑ 4 ☑ 13.18 5 ☑ 6 ☑ 14.36B14A.63 20266302025630 20266302026  1 20260630 3 0.000.00 200701268711 2017662026626 2026828 1 15 2 1 20266302026 2 111231 3 12 4 5  5%10% 6 (1) 6 7 7 (2) 7 (2) 8 9 10 11 (1) (1) (2) 11 (2) 11 (2) (3) 11 (4) 12 1 11 (4) (5) 11 (6) 12 13 13 14 14 15 16 (1) (2) 17 18 3 19 (1) (2) 20 21 22 (1) (2)(3)(4) 23 24 25 25 26 (1) 11 (2) 27 (1) (2) (3) (1) (2) 28 28 29 (1) (2) 29 (1) (2) 30 (1) 30 (1)12 (2) 31 32 32 (1) (2) 32 (2) 20 32 (2) 33 (1)(2)(3)2026 1 2 (1)[2016]49202610%(2)[2023]172023112027123115%(3)2 0 2 51 28GR202523000157202512815%(4)2 0 2 51 22 5GR2025310066662025122515% 1 2026063045,255,713.601,255,713.6044,000,000.00 2 3 (1) (2) 3 (3) 4 (1) 4 (2) 4 (2) 4 (2)  4 (3) (4) 5 (1) 5 (3) 6 (1) 6 (2) 44,000.0044,000.00 7 116,069,940.467,808,593.73116,069,940.467,808,593.73 (1) 7 (2) 7 (4) 8 (1) 8 (2) 9 (1) 9 (2) 12 15 15 (2) 1,040,707.16 16 1.52,430,727.9552,430,727.952.28,167,781.2128,167,781.21(1)28,167,781.2128,167,781.213.27,904,686.6127,904,686.61(1)27,904,686.6127,904,686.614.52,693,822.5552,693,822.55 1.31,942,573.9631,942,573.962.10,162,597.9310,162,597.93(1)10,162,597.9310,162,597.933.25,760,604.0225,760,604.02(1)25,760,604.0225,760,604.024.16,344,567.8716,344,567.87 1.2.(1)3.(1)4. 1.36,349,254.6836,349,254.682.20,488,153.9920,488,153.99 18 (1) 18 (2) 19 20 (1) 20 (2) 20 (4) 15%2026630467,304,912.95 23 (1) 24 (1) (2) 32026630120251231 25 6,292,664.4075,221,273.6550,859,715.8381,513,938.0550,859,715.83 (1) 6,292,664.406,292,664.40 26 27 (1) 27 (2) 31 (1) 34,916,976.2267,171,615.8034,916,976.2267,171,615.80 32 4 9 9 , 5 6 0 . 5 3499,560.53 33 190,619,188.86187,998,972.45190,619,188.86187,998,972.45 33 (1) (1) (2)50,000,00010% 15,581,850.888,702,722.2215,581,850.888,702,722.22 35 36 (1)20261120266302,843,3582,843,358.00149,377,194.22 (2)202662685.2054,001,200H54,001,2003,862,390,429.45 37 (1) 36(1)36(2)60,590,791.03201218183,8