price increase
Latest update time:2024-01-19 17:37
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On January 15, semiconductors and components experienced sudden changes and surged. Among them, Jiejie Microelectronics led the rise in the sector. The company's stock price hit the daily limit of 20cm at 17.51 yuan/share, and the daily limit closed more than 200,000 lots at one time. As of press time, Jiejie Microelectronics has fallen back since its opening, trading at 17.26 yuan per share.
It is reported that on January 14, domestic power semiconductor manufacturer Jiejie Microelectronics issued a "Price Adjustment Letter" to customers, announcing that starting from January 15, 2024, the unit price of the company's Trench MOS product line will be increased by 5%-10%. Orders placed before the adjustment date can continue to be completed according to the original unit price and quantity. New orders must be confirmed and communicated with the company's business personnel.
As for the reason for the price increase, Jiejie Microelectronics said that the company “in order to continuously improve the quality of products and enrich product models, it has been continuously increasing investment in the research and development of advanced equipment and processes in the early stage. However, the market has been sluggish for a long time in the past. , in the context of continuous decline in product prices, our company has solely borne the increased costs of materials, exchange rates, labor, etc. After long-term losses, the original price has been unable to meet normal supply needs. In order to continue to ensure the delivery of products with stable and reliable quality. and excellent service.”
According to the 2023 interim report, it is engaged in the research and development, design, production and sales of power semiconductor chips and devices, and its business model is mainly the IDM model. The company's main products are various types of power electronic devices and chips, including thyristor devices and chips, protective devices and chips, diode devices and chips, MOSFET devices and chips, IGBT devices and components, silicon carbide devices, etc. Jiejie Microelectronics stated that the company's production bases are divided according to product types. The headquarters mainly produces thyristors, and the two production bases in Nantong are responsible for protective devices and MOS respectively. The price increase announced this time is only for related MOS chips. This type of MOS chips and related devices together account for more than 20% of Jiejie Microelectronics' revenue. However, the proportion of the MOS chips alone in the company's revenue is still uncertain. For the company's business The collection composition has not been broken down into such fine details.
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