江苏捷捷微电子股份有限公司2025年度利润分配预案深度解读

要点概览

• 每10股拟派发现金红利1.50元（含税），不送红股，不以公积金转增股本，总计拟分红1.25亿元。
• 2025年度归属于上市公司股东的净利润为4.77亿元。
• 分红比例维持稳定，三年分红累计金额占三年平均净利润比例超过30%，不触及创业板风险警示条款。
• 公司持续高研发投入，2025年研发投入2.02亿元。
• 分红预案需经股东大会审议通过后实施，存在不确定性。

详细内容

江苏捷捷微电子股份有限公司（股票代码：300623）于2026年4月15日公告了2025年度利润分配预案。董事会全体成员确认公告内容真实、准确、完整，无虚假记载、误导性陈述或重大遗漏。

利润分配方案主要内容

• 以公司目前总股本832,079,919股为基数，向全体股东每10股派发现金红利1.50元（含税），不送红股，也不以公积金转增股本。
• 合计拟派发现金红利124,811,987.85元（含税）。
• 如总股本因新增股份发行、股权激励行权、可转债转股或股份回购等发生变动，将维持每10股分红比例不变，分红总额相应调整。

关键财务数据

• 2025年归属于上市公司股东的净利润为476,689,147.89元。
• 2025年计提法定盈余公积17,289,226.33元。
• 2025年可供分配的未分配利润为459,399,921.56元，合并报表未分配利润为2,292,360,751.99元，母公司未分配利润1,210,359,549.64元。
• 2025年营业收入为3,494,134,538.24元。
• 2025年研发投入为201,637,558.97元，三年累计研发投入7.31亿元，占三年累计营业收入8.65%。

三年分红及风险提示

• 2023-2025年三年累计现金分红金额达292,246,264.25元，高于三年平均净利润的30%，符合监管分红要求，不触及创业板第9.4条相关风险警示情形。
• 三年累计无回购注销。
• 2024、2025年末金融资产占总资产比例均低于50%。
• 本分红预案需提交2025年年度股东大会审议通过后方可实施，存在不确定性，投资者需注意相关投资风险。

对投资者的影响和需关注事项

• 高比例、持续稳定的现金分红显示公司盈利能力稳健、现金流充裕，有利于提升投资者信心，或将对公司二级市场股价产生正面支撑。
• 公司强调预案不触及任何风险警示条款，表明其财务状况健康，分红政策具备可持续性。
• 公司持续加大研发投入，有助于中长期竞争力提升。
• 分红预案尚需年度股东大会审议通过，投资者应关注相关公告和股东大会表决情况。

结论

捷捷微电2025年度利润分配预案显示公司经营业绩持续增长、分红政策稳定，未来发展具备保障。高分红和高研发投入相结合，彰显公司对股东回报与企业长远发展的双重重视。该公告对公司股价具有一定的正面催化预期，建议投资者持续关注后续股东大会表决结果及实际分红实施进展。

免责声明

本文仅作信息披露与解读参考，不构成任何投资建议。投资者据此操作，风险自负。

Jiejie Microelectronics Releases 2025 Dividend Plan: Stable Payout and Robust Financials

Key Highlights

• Proposes a cash dividend of RMB 1.50 (tax inclusive) per 10 shares, no bonus shares, no capital reserve to share capital conversion, with total payout reaching RMB 124.81 million.
• 2025 net profit attributable to shareholders is RMB 476.69 million.
• Dividend payout ratio is stable; three-year cumulative cash dividends exceed 30% of three-year average net profit, fully compliant with ChiNext board requirements.
• Continued high R&D investment, with RMB 201.64 million planned for 2025.
• Dividend plan subject to shareholder meeting approval, with associated uncertainties.

Details

Jiejie Microelectronics (SHE: 300623) announced its 2025 profit distribution plan on April 15, 2026. The board confirms the accuracy and completeness of the disclosure.

Main Aspects of the Dividend Plan

• Based on the current total share capital of 832,079,919 shares, the company proposes a cash dividend of RMB 1.50 per 10 shares (tax inclusive), with no bonus shares and no capital reserve conversion.
• Total planned cash dividend is RMB 124,811,987.85 (tax inclusive).
• If the share capital changes due to new issues, exercise of equity incentives, convertible bond conversions, or share buybacks, the dividend per 10 shares will remain unchanged, and the total payout will be adjusted accordingly.

Key Financial Figures

• 2025 net profit attributable to shareholders: RMB 476,689,147.89.
• Statutory surplus reserve for 2025: RMB 17,289,226.33.
• 2025 undistributed profit available for distribution: RMB 459,399,921.56; consolidated report: RMB 2,292,360,751.99; parent company: RMB 1,210,359,549.64.
• 2025 revenue: RMB 3,494,134,538.24.
• 2025 R&D investment: RMB 201,637,558.97. Three-year cumulative R&D: RMB 730.71 million, representing 8.65% of cumulative revenue.

Three-Year Dividend and Risk Notes

• 2023-2025 cumulative cash dividends: RMB 292,246,264.25, exceeding 30% of the average net profit, meeting regulatory requirements.
• No share buybacks or cancellations in the past three years.
• End-of-year financial assets as a percentage of total assets remain below 50% for 2024 and 2025.
• The dividend plan needs approval from the 2025 AGM; there are uncertainties, and investors should pay attention to further announcements.

Investor Impact and Key Issues

• Stable and high cash dividends reflect solid profitability and cash flow, likely to support share price and boost investor confidence.
• No risk alerts triggered, indicating a healthy financial position and sustainable dividend policy.
• Continued high R&D investment supports long-term competitiveness.
• Investors should monitor AGM outcomes and any changes to the dividend implementation.

Conclusion

Jiejie Microelectronics’ 2025 profit distribution plan demonstrates consistent performance growth and a stable dividend policy. The combination of high dividends and significant R&D investment signals a commitment to both shareholder returns and long-term development. The plan may act as a positive catalyst for the share price, with investors advised to track the approval process and final execution.

Disclaimer

This article is for information and interpretation only and does not constitute investment advice. Investors are responsible for their own decisions.

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