Telink 泰凌微
12 significant filings since 31 May 2026: 5 on acquisition or disposal, 3 on change of interest and 2 on new listing, and 1 other kind. The latest, on 29 Aug 2026: 关于终止发行股份及支付现金购买资产并募集配套资金相关主体买卖股票情况的自查报告的公告.
自 31 May 2026 起有 12 份重大公告：acquisition or disposal 5 份、change of interest 3 份、new listing 2 份，另有 1 类。最新一份（29 Aug 2026）：关于终止发行股份及支付现金购买资产并募集配套资金相关主体买卖股票情况的自查报告的公告。
Price History 价格走势
743 trading days 个交易日 · High 最高 ¥62.61 · Low 最低 ¥15.39As of 25 Sep 2026 截至2026年9月25日
Telink 泰凌微 is a semiconductor company listed on the Shanghai Stock Exchange in 2023. It reported revenue of RMB1.02bn and attributable net profit of RMB127.3m in 2025, with profit growing faster than revenue. Margins remain strong, with a 50.3% gross margin and 12.5% net margin. The company generated operating cash flow of RMB0.79 per share in 2025, ahead of net profit, at a ratio of 1.50x. As of 30 Jun 2026, its balance sheet is robust, with a current ratio of 16.45 and liabilities to assets at 6.4%. The share price declined 40.5% over one year, adjusted for distributions and share changes. In the first half of 2026, profit fell 2.3% year-on-year. The company paid a dividend of RMB0.27 per share in June 2026.
泰凌微是一家半导体公司，2023年8月25日在上交所上市。2025年营业收入10.15亿元，归母净利润1.27亿元，利润增速快于收入。毛利率50.3%，净利率12.5%，盈利能力较强。2025年每股经营现金流0.79元，高于净利润，经营现金流与净利润之比达1.50倍。截至2026年6月30日，资产负债率6.4%，流动比率16.45，财务结构稳健。股价过去一年复权跌幅为40.5%。2026年上半年归母净利润同比减少2.3%。2026年6月17日每股派现0.27元。
| Flag 标记 | Risk 风险 | Mechanism 影响机制 |
|---|---|---|
| Share price down 40% or more in a year 股价一年下跌40%或以上 | The share price has fallen more than 40% in one year. 股价一年内下跌超过40%。 | A sharp decline in share price may reduce investor confidence and affect the company's ability to raise capital. It could also impact employee morale and retention if share-based compensation loses value. The drop is shown in the price data, but no filing gives a reason for the move. 股价大幅下跌可能削弱投资者信心，影响公司融资能力。若股权激励价值缩水，还可能影响员工士气与留任。价格下跌在数据中可见，但无文件说明原因。 |
- Change in attributable net profit for the full year 2026 compared to 2025.
2026全年归母净利润相较2025年的变动。 - Operating cash flow per share for the full year 2026.
2026全年每股经营现金流。 - Revenue growth rate in the second half of 2026 compared to the first half.
2026年下半年收入增速相较上半年的变化。 - Next dividend announcement, including amount and ex-date.
下次股利分配公告，包括金额与除权除息日。 - Any change in the largest holder's stake.
第一大股东持股比例是否发生变动。 - Liabilities to assets ratio at the end of 2026.
2026年末资产负债率。
- Company: Telink 泰凌微, Shanghai Stock Exchange 688591; industry Semiconductors; listed 25 Aug 2023.
公司：泰凌微，上海证券交易所 688591；行业：半导体；上市日期：2023年8月25日。 - Close on 24 Sep 2026 RMB32.45; close on 24 Sep 2025 RMB54.98, RMB54.55 in today's terms; one-year change, adjusted for distributions and share changes -40.5%.
2026年9月24日收盘价32.45元；2025年9月24日收盘价54.98元（前复权54.55元）；一年涨跌幅（复权）-40.5%。 - 52-week range in today's terms, adjusted for distributions and share changes RMB26.12 to RMB62.61.
52周区间（前复权）26.12元至62.61元。 - In the last 12 months 2 trading days closed 9% or more above or below the day before (all days, not only this year). The 2 most recent of them: 17 Jul 2026 -9.9%; 25 Aug 2026 +9.3%. No two of the 2 fell on consecutive trading days.
近12个月共有2个交易日收盘涨跌幅达9%及以上（为全部交易日，不限于今年）。其中最近2个：2026年7月17日 -9.9%；2026年8月25日 +9.3%。其中任意两个交易日均不相邻。 - Market capitalisation RMB7.84bn; P/E TTM 62.7; price to book 3.11x.
总市值78.39亿元；市盈率（TTM）62.7；市净率3.11倍。 - Revenue 2025 RMB1.02bn; 2024 RMB844.0m; change +20.3%.
营业收入2025年10.15亿元；2024年8.44亿元；同比+20.3%。 - Attributable net profit 2025 RMB127.3m; 2024 RMB97.4m; change +30.7%.
归属于母公司股东的净利润2025年1.27亿元；2024年9,741.0万元；同比+30.7%。 - Net profit excluding non-recurring items, 2025 change +28.1%.
2025年扣除非经常性损益后的净利润同比+28.1%。 - Basic EPS 2025 RMB0.54; 2024 RMB0.41.
基本每股收益2025年0.54元；2024年0.41元。 - Operating cash flow per share 2025 RMB0.79; 2024 RMB0.62; operating cash flow to net profit 1.50x.
每股经营现金流2025年0.79元；2024年0.62元；经营现金流与净利润之比1.50倍。 - 2025 gross margin 50.3%; net margin 12.5%; ROE 5.3%.
2025年毛利率50.3%；净利率12.5%；净资产收益率5.3%。 - At 30 Jun 2026: liabilities to assets 6.4%; current ratio 16.45; quick ratio 14.81; receivable days 47; inventory days 133.
截至2026年6月30日：资产负债率6.4%；流动比率16.45；速动比率14.81；应收账款周转天数47；存货周转天数133。 - Period to 30 Jun 2026 (six months, not comparable with the full years above): revenue RMB540.6m, change +7.4%; attributable net profit RMB98.7m, change -2.3%; operating cash flow per share RMB0.01.
截至2026年6月30日的报告期（六个月，不可与上述全年数据直接比较）：营业收入5.41亿元，同比+7.4%；归母净利润9,873.9万元，同比-2.3%；每股经营现金流0.01元。 - Ownership: actual controller 王维航; largest holder at 30 Jun 2026: 北京华胜天成科技股份有限公司, 7.39%.
股权：实际控制人：王维航；2026年6月30日第一大股东：北京华胜天成科技股份有限公司，持股7.39%。 - Latest distribution: ex-date 17 Jun 2026, cash RMB0.27 per share.
最近一次分配：除权除息日2026年6月17日，每股现金0.27元。 - Aurelian Grade C, score 57.4 of 100, graded within a peer group of 226 companies in its industry; no rank among peers is given.
金源评级C，得分57.4（满分100），于行业同业226家中评定；未提供其在同业中的排名。 - Not held for this report: receivable ageing, litigation case amounts, the order book, the auditor's opinion and key audit matters, segment revenue.
本报告未掌握：应收账款账龄、诉讼案件金额、在手订单、审计意见及关键审计事项、分部收入。