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乐鑫信息科技(上海)股份有限公司2021 年半年度报告
Jul 22, 2021 — 乐鑫香港. 指乐鑫(香港)投资有限公司,本公司控股股东. Shinvest. 指Shinvest Holding Ltd.,曾用名Eastgate,本公司股东. 亚东北辰. 指亚东北辰创业投资有限公司( ...
2021-07-22 — 乐鑫香港. 指乐鑫(香港)投资有限公司,本公司控股股东. Shinvest. 指Shinvest Holding Ltd.,曾用名Eastgate,本公司股东. 亚东北辰. 指亚东北辰创业投资有限公司( ...
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Document DEVICE REPORT乐鑫科技 2021 年半年度报告688018 2021 2021 1 / 182 2021 "" TEO SWEE ANN 2 / 182 2021 .................................................................................................................................... 4 ................................................................................................ 7 .......................................................................................................... 11 .......................................................................................................................... 32 .............................................................................................................. 34 .......................................................................................................................... 36 ...................................................................................................... 58 .............................................................................................................. 64 .................................................................................................................. 64 .......................................................................................................................... 65 3 / 182 2021 ESP Tech Espressif Technology Inc. Impromptu Impromptu Capital Inc. Teo Swee Ann ESP Espressif Investment Inc. Investment Shinvest Shinvest Holding Ltd. Eastgate "" Marvell NXP Qualcomm Incorporated QCOM.O MediaTek.Inc 2454.TW Marvell Technology GroupLtd. MRVL.O NXP Semiconductors N.V., NXPI Realtek Semiconductor Corp. 2379.TW Cypress Semiconductor Corporation CY.O GOOGLE GOOGLE, INC AMAZON.COM, INC Amazon AWS WSTS TSR IC Amazon Web Services (AWS) World Semiconductor Trade Statistics Techno Systems Research 2021 1 1 2021 6 30 4 / 182 2021 Fabless IoT Wi-Fi Wi-Fi MCU Bluetooth BLE AI AIoT MCU CMOS SoC MAC Mesh MIMO MIPI RISC RISC-V ESP-IDF ESP-ADF ESP-WHO "" Wireless Fidelity MCU Wi-Fi MCU Wi-Fi MCU Wi-Fi 10m 2.4GHz Bluetooth Low Energy 2.4GHz Micro Controller Unit USB Complementary Metal Oxide Semiconductor Systemon Chip Media Access Control Address Multiple Input Multiple Output Mobile Industry Processor Interface MIPI Reduced Instruction Set Computer RISCRISC-V ESP-IoT Development Framework ESP-Audio Development Framework 5 / 182 2021 ESP-Skainet (WakeNet) (MultiNet) ESP- JUMPSTART ESPRainmaker AIoT AIoT Flash Flash Memory 2.4GHz 2.4GHz ISMIndustry Science Medicine 2.42.483GHz 5GHz 5GHz ISM 2.4GHz 5.155.85GHz 802.11nWi- IEEE 2.4GHz 5GHz Fi 4 802.11acWi- 5G Wi-Fi IEEE 5GHz Fi 5 802.11axWi- High-Efficiency WirelessHEW IEEE Fi 6 2.4GHz 5GHz 802.11a/b/g/n/ac Wi-Fi 6E Wi-Fi 6 802.11ax 5.925 7.125GHz OFDMA Wi- Fi RoHS Restriction of Hazardous Substances Halogen Free REACH (Regulation concerning the Registration,Evaluation,Authorization and Restriction of Chemicals SRRC SRRC(State Radio Regulation of China) (Radio Type Approval Certification) FCC FCCFederal Communications Commission FCC CE CE(CONFORMITE EUROPEENNE) TELEC TELECTelecom Engineering Center TELEC KCC KCCKorean Communication CertificationKCC NCC NCCThe National Communications Commission NCC 6 / 182 2021 IC CFSI ICIndustry CanadaIC Conflict-free Sourcing Initiative Espressif Systems (Shanghai) Co., Ltd. Espressif Systems TEO SWEE ANN 6902204 201203 6902204 201203 http://www.espressif.com [email protected] 690 690 2 304 2 304 021-61065218 021-61065218 [email protected] [email protected] www.sse.com.cn / () A 688018 () 7 / 182 2021 () 16 630,602,842.93 101,520,839.92 90,019,850.53 -12,548,266.36 293,202,512.75 (%) 115.07 34,740,146.30 192.23 14,879,671.95 504.99 -59,685,074.04 1,714,478,917.86 1,931,281,452.23 1,641,130,356.28 1,829,631,150.05 (%) 4.47 5.56 () % % % 16 1.2681 1.2681 1.1245 6.05 5.37 18.88 0.4343 0.4343 0.1860 (%) 191.99 191.99 504.57 2.18 3.87 0.93 4.44 25.69 6.81 6,678.07 192.23% 7,514.02 504.99% (1) 33,740.03 115.07%2020 2020 2021 (2) 2020 5,277.34 95.18% 8 / 182 2021 2020 2021 2021 2021 41.3% 40.6% 40.0% 41.1% 45.7% 49.1% 46.8% 50.9% 2020 3.4 2020 (3) 4,376.77 58.11% 2021 21.60% 2020 2021 2021 1,466.68 790.93 2020 298.18 718.73 (4) 885.50 791.58 (5) 720.24 205.27 4,713.37 (1) 31,844.50 93.31% 59 2021 2020 2020 2019 2020 (2) 19,922.35 66.22%2021 8,850.39 (3) 18.72% 4,007.41 46.96% 4.47% 5.56% 191.99% 3.87% 192.23% 504.57% 4.44% 504.99% 9 / 182 2021 : : -4,438.52 75 2,262,749.95 67 11,146,502.06 68 70 -17,018.81 74 75 10 / 182 2021 -1,886,805.29 11,500,989.39 1. 2012 """I65" GB/T4754-2017""" " 2000 2000 2011 2017 " "2020 2021 2035 WSTS 2021 5,272.23 19.7 2021 1739.3 18.1% 24.9% 717.7 20.1% 542.1 7.3% 479.5 IC Insights MCU 2023 11 188 2023 MCU 10 296 32 MCU 32 MCU 11 / 182 2021 32 MCU 8 16 MCU Wi-Fi MCU BLE SoC IDC FutureScape 2022 85%15% Wi-Fi MCU Bluetooth LE SoC 2. Wi-Fi MCU TSR 2021 Wireless Connectivity Market Analysis Wi-Fi MCU 2017 2020 2019 Wi-Fi 1 Fabless 2 ""+"" 2013 ESP8089 Wi-Fi ESP8266ESP32ESP32-C ESP32- S ESP32 AI AIoT "" MCU AI "" Wi-Fi 3.1 ESP32-C ESP32-S ESP32 ESP8266 Wi-Fi ESP32-C6 2021 2.4GHz 802.11ax 802.11b/g/n HT20/40 Bluetooth LE 5.0 ESP32-C3 2020 802.11b/g/n HT20/40 Bluetooth LE 5.0 ESP32-S3 2020 802.11b/g/n HT20/40 Bluetooth LE 5.0 ESP32-S2 2019 802.11b/g/n HT20/40 ESP32D0WD 2016 802.11b/g/n HT20/40 BR/EDR+ ESP8266E X 2014 802.11b/g/n HT20 12 / 182 2021 Bluetooth LE 4.2 RISC- RISC- Xtensa® Xtensa® Xtensa® Xtensa® MCU V 32 V 32 32 32 32 32 LX7 LX7 LX6 L106 160MHz 160MHz 240MHz 240MHz 240MHz 160MHz ROM 384KB 384KB 384KB 128KB 448KB n/a SRAM 400KB 400KB 512KB 320KB 520KB 160 KB GPIO 22 22 44 43 34 17 + + AI https://products.espressif.com/#/product-selector?names= ESP32-S ESP32-S3 AI ESP32-S3 MCU (vector instructions)AI AIoT ESP32-C ESP32-C6 Wi-Fi 6 ESP-IDF ESP-ADF Mesh ESP-MDF ESP RainMaker ESP-WHO ESP-Skainet AIoT PCB RF PCB PCBA RF RF SRRCFCCCETELEC KCCNCCICWi-Fi SIGRoHSREACH Flash ESP32ESP32C ESP32-S X.509 Fabless 13 / 182 2021 1. MCU 3.2 1 Wi-Fi CMOS Wi-Fi 2 BOM 3 5uA 4 Wi-Fi 5 6 Wi-Fi Wi-Fi 7 Wi-Fi MAC Wi-Fi 8 Wi-Fi MAC 9 Wi-Fi Mesh Wi-Fi 10 AI AI 14 / 182 2021 11 RISC-V MCU RISC-V 32 MCU Wi-Fi MCU AI Mesh Wi-Fi RISC-V MCU AI " "+"" 2. AIoT : 1 ESP32-S ESP32-S3 2020 12 2.4GHz Wi-Fi Bluetooth 5 (LE) MCU AI AIoT 2021 6 ESP32-S3 ESP32-S3-WROOM-1 ESP32-C ESP32-C3 2020 2021 1 Design-In 2021 4 ESP32-C3-MINI-1 ESP32-C3-DevKitM-1 Wi-Fi ESP32-C6 2021 4 Wi-Fi 6 + Bluetooth 5 (LE) 32 RISCV SoC RISC-V 32 2.4 GHz Wi-Fi 6 (802.11ax) 802.11 b/g/nBluetooth 5 (LE) (Advertising Extensions) Coded PHY 22 GPIO ESP-IDF ESP32 15 / 182 2021 2021 2 ESP32-PICO-V3-ZERO-DevKit Alexa Connect kit (ACK) ACK Frustration-Free Setup (FFS) Dash Replenishment Service (DRS) Alexa 2021 7 ESP32-WROOM-DA ESP32-D0WD-V3 Xtensa® 32 LX6 240 MHz 520KB SRAM 448KB ROM Wi-Fi PCB 2 2021 1 ESP32 Matter SDK Matter Matter CHIP Connectivity Standards Alliance Zigbee Alliance Matter Matter SoC Matter ESP32 Matter SDK Wi-Fi Bluetooth LE Bluetooth LE Wi-Fi SoftAP Wi-Fi 2021 ESP-IDF Github 11 ESP-IDF ESP32ESP32-C ESP32-S SoC ESP32-C ESP-IDF RISC-V MCU AI ESP32-S3 MCU (vector instructions) AI AI 2018 ESP-ADF2021 5 ESP-ADF 2.3 ESP-ADF 16 / 182 2021 2021 7 (Audio Front-End, AFE) Alexa Software Audio Front-End AI DSP ESP32-S3 SoC Alexa AI DSP SoC AFE HMI 2021 6 ESP-HMI ESP32-S2ESP32-S3 ESP32 ESP-IDF IO AIoT HMI ESP-HMI GUI ESP-LCD ESP-Touch Sensor https://www.espressif.com/zh-hans/solutions/hmi/esp-hmi AIoT 2020 4 ESP RainMaker APP ESP RainMaker 2021 6 ESP RainMaker Arduino ESP RainMaker AIoT https://rainmaker.espressif.com/zh-hans/index.html 3 2021 6 109 59 25 1 6 18 46 (PCT) 35 5 15 (PCT) 5 5 15 0 1 0 0 0 1 5 0 10 17 105 59 26 25 1 1 18 18 41 6 191 109 17 / 182 2021 "" "" "" 3. % % 119,089,089.37 75,321,399.92 % 58.11 119,089,089.37 75,321,399.92 58.11 18.88 25.69 6.81 349 2020 21.60% 18 / 182 2021 4. 1 167,953,300.00 AI 2 157,682,700.00 3 60,000,000.00 4 85,773,300.00 11,552,297.04 53,934,675.48 20,192,827.09 4,240,119.34 137,395,967.03 114,054,093.22 45,965,442.33 10,751,720.62 Wi-Fi Wi-Fi AI , , , ESP32 Wi-Fi/Bluetooth Wi-Fi 2*2 MIMOMIPI USB2.0 AI 802.11ac 20/40/80MHz RISC-V CPU AI , 5.x , Bluetooth Mesh2Mbps Long Range RF , , ControllerHost Bluetooth Mesh , Wi-Fi AI 19 / 182 2021 RISC-V 5 6 ESP-IDF 4X Wi-Fi 6 FEM 7 130,000,000.00 6,664,162.28 91,000,000.00 8,935,612.65 250,000,000.00 13,569,395.47 20,985,578.15 85,312,515.20 21,812,238.28 RISC-V RISC-V Wi-Fi 6 RISC-V 32 MCU ESP-BLE-Mesh NimBLE softAP Wi-Fi Provisioning Manager CMake websocket client SSL/TLS RISC-V MCU Wi-Fi Wi-Fi 6 // 942,409,300.00 119,089,089.35 436,277,554.83 20 / 182 2021 5. : : 349 287 % 75.38 8,678.96 73.59 5,502.62 25.19 20.65 27.49 23.34 20-29 30-39 40-49 50 5 186 150 8 349 155 163 29 2 349 (%) 1.43 53.30 42.98 2.29 100.00 (%) 44.41 46.70 8.31 0.57 100.00 () 1. MCU Wi-Fi MCU Wi-Fi MCU 2021 6 30 349 21 / 182 2021 75.38% 54.73% 2021 11,908.91 18.88% RISC-V MCU Wi-Fi Wi-Fi Wi-Fi 2021 6 30 109 59 25 1 6 18 46 PCT 35 2. ESP8266 ESP32 ESP32-C ESP32-S MCU ESP32 ESP32-S MCU 240MHz Wi-Fi ESP32 10 ESP32-C3 ESP32-S2 5 Flash HMAC " (World Controller)" ESP32-C3ESP32-C6 ESP32-S3 TX 802.11n/HT40/MCS7 18.5dBm AIESP32-S3 (vector instructions) AI ESP-IDF AI Wi-Fi Mesh BLE-Mesh ESP-IDF 22 / 182 2021 FCCCETELECKCCNCC IC RoHSREACHCFSI 3. GitHub 57,000 2020 17% "+" 70 10 "" () " "+"""" MCU AI "" Wi-Fi AIoT Wi-Fi AIoT AIoT 23 / 182 2021 63,060.28 115.07% 118.78% 112.37% 10,558.49 181.01% 10,556.34 180.86% 10,152.08 192.23% 9,001.99 504.99% 11,908.91 2020 58.11% 18.88% 2021 349 2020 21.60% Wi-Fi MCU ""+"" MCU AIRISC-V MCUWi-Fi 6Bluetooth LE AIoT AI APP AIoT 2019 10 2019 2020 3 2020 2021 3 2021 2021 885.50 ESP32-S ESP32-S3 2020 12 2.4 GHz Wi-Fi Bluetooth LE 5.0 MCU AI AIoT 2021 6 ESP32-S3 ESP32-S3-WROOM-1 ESP32-S3 2021 ESP32-C ESP32-C3 2020 2021 1 Design-In 2021 4 ESP32-C3-MINI-1 ESP32-C3-DevKitM-1 Wi-Fi ESP32-C3 ESP32-C6 2021 4 Wi-Fi 6 + Bluetooth 5 (LE) 32 RISCV SoC RISC-V 32 2.4GHz Wi-Fi 6 (802.11ax) 24 / 182 2021 802.11 b/g/nBluetooth 5 (LE)(Advertising Extensions) Coded PHY 22 GPIO ESP-IDF ESP32-C6 ESP32 2021 2 ESP32-PICO-V3-ZERO-DevKit Alexa Connect kit (ACK) ACK Frustration-Free Setup (FFS) Dash Replenishment Service (DRS) Alexa 2021 7 ESP32-WROOM-DA ESP32-D0WD-V3 Xtensa® 32 LX6 240 MHz 520KB SRAM 448KB ROM Wi-Fi PCB 2021 1 ESP32 Matter SDK Matter Matter CHIP Connectivity Standards Alliance Zigbee Alliance Matter Matter SoC Matter ESP32 Matter SDK Wi-Fi Bluetooth LE Bluetooth LE Wi-Fi SoftAP Wi-Fi 2021 ESP-IDF Github 11 ESP-IDF ESP32ESP32-C ESP32-S SoC ESP32-C ESP-IDF RISCV MCU AI ESP32-S3 MCU (vector instructions) AI AI 25 / 182 2021 2018 ESP-ADF2021 5 ESP-ADF 2.3 ESP-ADF 2021 7 (Audio Front-End, AFE) Alexa Software Audio Front-End AI DSP ESP32-S3 SoC Alexa AI DSP SoC AFE HMI 2021 6 ESP-HMI ESP32-S2ESP32-S3 ESP32 ESP-IDF IO AIoT HMI ESP-HMI GUI ESP-LCD ESP-Touch Sensor https://www.espressif.com/zh-hans/solutions/hmi/esp-hmi AIoT 2020 4 ESP RainMaker APP ESP RainMaker 2021 6 ESP RainMaker Arduino ESP RainMaker AIoT https://rainmaker.espressif.com/zh-hans/index.html 26 / 182 2021 · Wi-Fi MCU · AIoT · Wi-Fi 2019 Wi-Fi 6 2021 Wi-Fi 6E 2019 5.1 2020 5.2 Wi-Fi 6 2.4GHz Wi-Fi 6 5GHz Wi-Fi 6 Wi-Fi 4 2020 201820192020 2021 47.88%50.96%42.18% 38.31% 2020 2023 27 / 182 2021 23.36% 63,060.28 115.07% 118.78% 112.37% 10,558.49 181.01% 10,556.34 180.86% 10,152.08 192.23% 9,001.99 504.99% () 1 630,602,842.93 374,359,852.88 21,315,037.28 24,616,796.20 -1,113,412.26 119,089,089.37 -12,548,266.36 66,887,204.24 -38,592,594.51 : : % 293,202,512.75 115.07 169,165,172.61 121.30 11,768,790.15 81.11 23,248,954.35 5.88 1,386,283.42 -180.32 75,321,399.92 58.11 -59,685,074.04 303,145,243.30 -77.94 -70,000,000.00 : 2020 2020 : 2020 : 954.62 81.11% : 136.78 5.88% : 249.97 180.32% : 4,376.77 58.11% 28 / 182 2021 : 1,254.83 32,459.33 2021 2021 93.31% 27,745.65 66.22% 46.96% 4,713.68 : 6,688.72 77.94% : 3,859.26 2 () () 1. 11,585,550.77 91,580,733.06 8,125,411.07 18,000,858.93 36,633,916.14 - % 0.60 4.74 0.42 0.93 1.90 - 3,710,773.18 6,312,318.53 13,884,858.86 12,515,259.44 6,646,876.14 4,868,345.34 29 / 182 % 0.20 0.35 0.76 0.68 0.36 0.27 % 212.21 1,350.83 -41.48 43.83 451.14 -100.00 2019 2021 14,862,931.87 9,025,048.31 27,255,375.12 32,906,093.27 3,809,219.74 127,457.53 7,060,307.36 6,073,737.51 -10,898,226.55 0.77 - - 0.47 6,714,956.19 0.37 1.41 3,569,826.13 0.20 1.70 49,476,684.03 2.70 0.20 489,932.64 0.03 0.01 1,048,618.97 0.06 0.37 - - 0.31 - - -0.56 -7,401,076.40 -0.40 34.40 663.49 -33.49 677.50 -87.85 2. (1) 32,805.97 16.99% (2) 3. 30 / 182 2021 4. () 1 2021 2 3,000.00 4.26% 7 (1) (2) (3) 756,239,367.12 36,633,916.14 -12,960 () () Espressif Incorporated % 1,000.00 100.00 1.27 100.00 5,000.61 39,994.59 896.75 10,689.16 -70.95 37,332.18 30,388.63 1,996.45 31 / 182 2021 2021 2 1 100.00% () 2020 2021 3 18 www.sse.com.cn 2021 3 19 11 10 / 10 () / 10 / 32 / 182 2021 () 2021 3 18 2021 3 19 2021 3 18 (www.sse.com.cn) 95 / 173 1,060,320 80,030,500 1.3249% (2021-016) 2021 3 31 2021 5 2019 6 (www.sse.com.cn) 2020 2019 2020 2021 5 10 2019 2 21,200 2020 (2021-026) 108 40,239 61,439 0.0768% 80,030,500 80,091,939 2021 6 2 2019 2021 5 1 20,000 29 2020 (www.sse.com.cn) 2 1,030 2019 2020 21,030 0.0263% 80,091,939 80,112,969 (2021-027) () 33 / 182 2021 () () 1. 2. 3. () () (IUCN Red List of SpeciesTM) 34 / 182 2021 () 35 / 182 2021 () Teo Swee Ann ESP TechESP Investment Impromptu 1 "" 2 3 6 20 6 6 2019 3 28 36 / 182 2021 Teo Swee Ann " " 20 36 6 2 6 20 6 6 25% 4 2019 3 28 2019 3 28 37 / 182 2021 25% 12 6 2 6 20 6 6 25% 4 25% 12 6 2 6 2019 3 28 12 2019 3 28 38 / 182 2021 ESP TechESP Investment Impromptu Teo Swee Ann 20 6 6 25% 12 6 4 25% 10% 12 2019 3 28 12 2019 3 28 39 / 182 2021 5% Shinvest 5% 15 / / / 100% / / 5%/ / 15 / / 2019 3 28 40 / 182 2021 Teo Swee Ann Teo Swee Ann Teo Swee Ann / 20 12 3 4 1 2 2019 3 28 2019 3 28 2019 3 28 41 / 182 2021 1 2 3 4 3 ---- 2019 3 28 42 / 182 2021 ESP TechESP Investment Impromptu Teo Swee Ann ESP TechESP Investment Impromptu Teo Swee Ann 1 2 1 23 4 5 2019 3 28 2019 3 28 2019 3 28 43 / 182 2021 Teo Swee Ann ESP TechESP Investment Impromptu 1 2 3 2019 3 28 2019 3 28 44 / 182 2021 Teo Swee Ann ESP TechESP Investment Impromptu 4 2 5 1 2 3 2019 3 28 45 / 182 2021 2 4 1 2 3 2 4 5 2019 3 28 46 / 182 2021 Teo Swee Ann ESP TechESP Investment Impromptu 1 30 2 1 2 3 // 2019 3 28 2019 3 28 47 / 182 2021 ESP TechESP Investment Impromptu Teo Swee Ann 1 2 3 4 / / / 2019 3 28 2019 3 28 48 / 182 2021 / / ESP TechESP Investment Impromptu Teo Swee Ann / 1 2 2019 3 28 3 4 5 6 1 Teo Swee AnnESP Tech Teo Swee Ann 2ESP Tech 2020 39 ESP 2021 4 29 2019 3 49 / 182 2021 Tech 3 4 Teo Swee Ann ESP Tech Teo Swee Ann ESP Tech 5Teo Swee Ann ESP Tech 2019 3 28 28 50 / 182 2021 () 1 2 3 () 1 2 51 / 182 2021 3 4 () 1 2 3 () 1 2 3 () () () 1 52 / 182 2021 53 / 182 2021 2 : : ( ) A ( ) 0 2020 9 11 / / B A+B 0 0 0 0 (%) 0 C 0 54 / 182 2021 70% D 50%E C+D+E 0 0 0 2020 8 21 3,000 2020 9 11 3 55 / 182 2021 % 1. 2.AI 167,953,300.00 157,682,700.00 3. 85,773,300.00 4. 600,000,000.00 1,011,409,300.00 167,953,300.00 157,682,700.00 85,773,300.00 600,000,000.00 1,011,409,300.00 167,953,300.00 157,682,700.00 85,773,300.00 600,000,000.00 1,011,409,300.00 1,131,965,173.44 - 0.00% 21,806,010.56 81,131,598.44 8,059,685.62 39,786,408.87 150,783,703.49 150,783,703.49 421,026,712.69 =- % =/ 137,965,371.07 -29,987,928.93 82.15 2024 117,692,892.00 -39,989,808.00 19,024,103.85 -66,749,196.15 75,809,440.11 -524,190,559.89 74.64 2024 22.18 12.63 350,491,807.03 -660,917,492.97 34.65 56 / 182 120,020,967.78 534,905.66 120,555,873.44 - 1,131,965,173.44 2021 - 70,000,000.00 - 534,905.66 - 70,534,905.66 150,783,703.49 421,026,712.69 - - - - 34,892,800.38 2019 8 7 ()() ([2019]32001 ) 313,000.00 2020 12 ESP32-S3 AI (vector instructions)"AI " 2020 12 ESP32-C3 2021 4 ESP32-C6 RISC-V 32 MCU"""RISC-V " 2021 4 ESP32-C6 Wi-Fi 6 802.11 b/g/n Wi-Fi "" 57 / 182 2021 () 1 1 2 3 4 1 2 3 4 (%) 35,660,000 44.56 800,000 1.00 34,860,000 34,860,000 43.56 43.56 44,370,500 55.44 82,469 44,370,500 55.44 82,469 80,030,500 100.00 82,469 82,469 82,469 82,469 (%) 35,660,000 44.51 800,000 1.00 34,860,000 34,860,000 43.51 43.51 44,452,969 55.49 44,452,969 55.49 80,112,969 100.00 58 / 182 2021 2 2021 3 31 2019 2020 2021 5 10 2019 2 21,200 2020 108 40,239 61,439 0.0768% 80,030,500 80,091,939 2021 5 6 (www.sse.com.cn) 2019 2020 (2021026) 2021 6 2 2019 1 20,000 2020 2 1,030 21,030 0.0263% 80,091,939 80,112,969 2021 5 29 (www.sse.com.cn) 2019 2020 (2021027) 3 4 () () : () 6,063 () 59 / 182 2021 (%) : Shinvest Holding Ltd. UBS AG 50 0 34,860,000 43.51 34,860,000 34,860,000 -789,865 4,102,516 5.12 0 0 -245,491 3,872,333 4.83 0 0 0 1,500,000 1.87 0 0 -402,835 1,236,575 1.54 0 0 -45,170 1,117,830 1.40 0 0 0 0 0 0 0 0 574,960 1,010,903 1.26 0 0 0 586,910 984,921 1.23 0 0 0 -160,418 882,476 1.10 0 0 0 122,900 726,000 0.91 726,000 800,000 0 60 / 182 2021 Shinvest Holding Ltd. UBS AG 50 CES 4,102,516 3,872,333 1,500,000 1,236,575 1,117,830 1,010,903 984,921 882,476 724,162 702,818 4,102,516 3,872,333 1,500,000 1,236,575 1,117,830 1,010,903 984,921 882,476 724,162 702,818 1 2 1 2 34,860,000 800,000 2022-07-22 0 2021-07-22 0 36 24 61 / 182 2021 () () / () : TEO SWEE ANN NG PEI CHI 0 0 0 0 0 / 0 / TEO TECK LEONG 0 0 0 0 0 0 0 / 0 / 0 / KOU CHUAN KOON LEE SZE CHIN 0 0 0 0 0 2,000 0 3,000 3,000 750 3,000 1,500 0 0 0 0 0 4,223 625 4,515 4,533 1,268 4,515 2,513 0 0 0 0 0 2,223 625 1,515 1,533 518 1,515 1,013 / / / / / Amey Dattatray 2,000 2,000 0 / Inamdar Benjamin Lei Mung 0 40,000 40,000 Ivan Grokhotkov 3,000 3,000 0 / Kedar Suresh Sovani 2,000 2,000 0 / Amey Dattatray InamdarIvan GrokhotkovKedar Suresh Sovani 2019 62 / 182 2021 TEO SWEE ANN 3,486.00 TEO TECK LEONG 2.70 Shinvest 42.60 6.11 0.93 5.78 2.83 2.12 () 1. 2. 3. 14,892 12,284 2,223 2,223 : 24,953 Benjamin Lei Mung Ivan Grokhotkov Amey Dattatray Inamdar Kedar Suresh Sovani / 2,500 15,132 15,060 15,060 160,000 18,012 13,712 13,712 8,552 4,322 280,954 12,356 22,048 21,740 8,764 625 1,533 1,515 1,515 0 40,000 25,860 2,253 625 1,533 1,515 1,515 40,000 0 18,492 1,928 0 18,492 1,928 5,824 1,013 8,924 518 154,784 55,051 0 1,013 518 48,942 14,231 35,647 35,285 22,309 120,000 43,872 32,204 32,204 13,363 12,728 386,796 () 63 / 182 2021 64 / 182 2021 2021 6 30 : 1 2 4 5 7 8 9 13 18 21 22 2021 6 30 516,808,172.78 756,239,367.12 11,585,550.77 229,407,205.12 91,580,733.06 8,125,411.07 191,532,308.05 18,000,858.93 1,823,279,606.90 36,633,916.14 32,199,793.04 65 / 182 : : 2020 12 31 503,239,989.04 854,530,463.01 3,710,773.18 182,138,716.48 6,312,318.53 13,884,858.86 196,155,326.10 12,515,259.44 1,772,487,704.64 6,646,876.14 24,991,571.90 4,868,345.34 2021 25 26 29 30 36 38 39 40 41 43 47 30 14,862,931.87 3,618,562.74 9,025,048.31 11,661,593.23 108,001,845.33 1,931,281,452.23 85,796,786.52 27,255,375.12 32,906,093.27 3,809,219.74 127,457.53 7,060,307.36 156,955,239.54 6,073,737.51 66 / 182 53,773,557.32 4,036,053.21 6,714,956.19 9,885,642.63 57,143,445.41 1,829,631,150.05 83,093,191.75 3,569,826.13 49,476,684.03 489,932.64 1,048,618.97 137,678,253.52 50,822,540.25 2021 53 55 57 59 60 59,847,294.83 216,802,534.37 80,112,969.00 50,822,540.25 188,500,793.77 80,030,500.00 1,250,371,548.47 -10,898,226.55 15,428,164.73 379,464,462.21 1,714,478,917.86 1,714,478,917.86 1,931,281,452.23 1,235,113,895.66 -7,401,076.40 15,428,164.73 317,958,872.29 1,641,130,356.28 1,641,130,356.28 1,829,631,150.05 TEO SWEE ANN 2021 6 30 : 1 2 2021 6 30 348,749,525.92 756,239,367.12 7,975,901.02 228,765,573.06 11,942,638.52 2,285,909.35 138,862,563.52 67 / 182 2,947,691.66 : : 2020 12 31 239,537,632.85 854,530,463.01 2,533,773.18 173,483,314.20 5,859,089.27 10,984,200.74 120,870,827.55 4,616,229.47 2021 3 1,497,769,170.17 59,593,756.11 35,112,000.00 15,626,841.86 12,583,090.54 3,580,844.54 5,779,584.51 11,104,429.19 143,380,546.75 1,641,149,716.92 141,087,645.12 14,681,713.67 21,503,502.46 3,717,437.33 5,027,189.89 5,917,483.03 191,934,971.50 5,215,033.34 68 / 182 1,412,415,530.27 57,306,922.00 5,112,000.00 13,430,600.78 3,970,353.86 5,081,322.06 8,645,044.32 93,546,243.02 1,505,961,773.29 80,931,515.90 1,783,916.92 31,554,249.01 406,793.26 7,942,474.41 122,618,949.50 2021 TEO SWEE ANN 592,705.07 5,807,738.41 197,742,709.91 80,112,969.00 636,369.45 636,369.45 123,255,318.95 80,030,500.00 1,257,464,653.55 1,242,207,000.74 2,305,200.00 2,305,200.00 15,428,164.73 88,096,019.73 1,443,407,007.01 15,428,164.73 42,735,588.87 1,382,706,454.34 1,641,149,716.92 1,505,961,773.29 2021 1--6 : : 2021 2020 630,602,842.93 293,202,512.75 61 630,602,842.93 293,202,512.75 61 540,121,110.31 374,359,852.88 281,092,766.88 169,165,172.61 62 63 64 65 66 69 / 182 1,853,746.84 21,315,037.28 24,616,796.20 119,089,089.37 -1,113,412.26 2,343,528.49 202,166.43 11,768,790.15 23,248,954.35 75,321,399.92 1,386,283.42 2,337,217.69 2021 "" "-" "" "-" "" "-" "-" "" "" "" "" 1. "" 2. "" 1. "-" 2."-" 1. 1 2 67 68 70 71 72 74 75 76 77 2,262,749.95 9,907,134.94 1,239,367.12 7,652.16 1,686,228.08 105,584,864.87 15,893.00 37,350.33 105,563,407.54 4,042,567.62 101,520,839.92 101,520,839.92 101,520,839.92 -3,497,150.15 -3,497,150.15 -12,960.00 70 / 182 4,315,399.52 14,883,207.92 3,465,668.49 -26,945.07 2,826,263.76 37,573,340.49 21,000.00 8,607.49 37,585,733.00 2,845,586.70 34,740,146.30 34,740,146.30 34,740,146.30 4,492,454.93 4,492,454.93 19,249.03 2021 3 4 2. 1 2 3 4 5 6 7 (/) (/) -12,960.00 19,249.03 -3,484,190.15 4,473,205.90 -3,484,190.15 4,473,205.90 98,023,689.77 98,023,689.77 39,232,601.23 39,232,601.23 1.2681 1.2681 0.4343 0.4343 0 , 0 TEO SWEE ANN "" 2021 1--6 : : 4 2021 569,016,041.58 2020 258,976,909.87 4 370,023,789.59 195,425,454.86 1,753,189.49 168,719.53 9,497,033.72 5,989,822.19 17,612,095.87 16,614,392.21 101,184,917.68 57,211,132.32 -3,100,675.92 -1,021,068.21 5 2,193,250.70 1,436,638.40 9,907,134.94 1,934,465.03 4,146,372.75 14,883,207.92 71 / 182 2021 "-" "-" "" "-" "-" "" "" "" "" "" "" 1. 2. 3. 4. 1. 2. 3. 4. 5. 6. 7. 72 / 182 1,239,367.12 7,652.16 709,928.15 85,346,411.92 4,438.52 85,341,973.40 -33,707.46 85,375,680.86 85,375,680.86 85,375,680.86 3,465,668.49 -50,142.90 1,971,975.34 9,005,538.57 21,000.00 8,593.18 9,017,945.39 -2,891,873.80 11,909,819.19 11,909,819.19 11,909,819.19 2021 (/) (/) TEO SWEE ANN 2021 1--6 2021 2020 659,726,311.94 341,281,295.45 78 23,494,780.94 4,629,112.27 687,850,205.15 500,090,038.46 11,251,747.09 10,723,835.05 363,256,877.59 300,866,502.10 78 73 / 182 125,403,344.26 30,550,639.46 44,354,449.33 85,329,234.22 3,234,895.21 33,511,320.10 2021 78 700,398,471.51 -12,548,266.36 422,941,951.63 -59,685,074.04 1,694,207,597.95 5,510.00 2,491,009,407.10 1,694,213,107.95 12,555,903.71 1,614,770,000.00 2,491,009,407.10 5,154,163.80 2,182,710,000.00 1,627,325,903.71 66,887,204.24 2,187,864,163.80 303,145,243.30 6,485,097.38 6,485,097.38 40,015,250.00 70,000,000.00 5,062,441.89 45,077,691.89 -38,592,594.51 -2,178,013.74 13,568,329.63 70,000,000.00 -70,000,000.00 1,020,413.52 174,480,582.78 74 / 182 2021 TEO SWEE ANN 79 503,239,843.15 135,992,738.98 79 516,808,172.78 310,473,321.76 2021 1--6 2021 : : 2020 595,154,269.69 14,881,536.27 3,691,234.99 613,727,040.95 377,926,579.34 80,797,625.78 29,674,862.70 48,717,893.46 537,116,961.28 76,610,079.67 320,345,027.34 5,574,645.56 6,279,782.11 332,199,455.01 406,880,521.28 59,382,324.73 2,509,163.03 21,661,117.37 490,433,126.41 -158,233,671.40 1,694,207,597.95 2,491,009,407.10 5,510.00 1,694,213,107.95 8,100,050.77 1,616,770,000.00 2,491,009,407.10 4,153,699.41 2,192,710,000.00 1,624,870,050.77 1,000,000.00 2,197,863,699.41 75 / 182 2021 TEO SWEE ANN 69,343,057.18 293,145,707.69 6,485,097.38 6,485,097.38 40,015,250.00 70,000,000.00 4,376,797.65 44,392,047.65 -37,906,950.27 70,000,000.00 -70,000,000.00 1,165,852.38 109,212,038.96 64,912,036.29 239,537,486.96 57,746,433.15 348,749,525.92 122,658,469.44 76 / 182 2021 () 2021 1--6 2021 : : 80,030,500.00 1,235,113,895.66 -7,401,076.40 15,428,164.73 317,958,872.29 1,641,130,356.28 1,641,130,356.28 "" 1 80,030,500.00 82,469.00 82,469.00 82,469.00 1,235,113,895.66 15,257,652.81 15,257,652.81 13,716,093.08 -7,401,076.40 -3,497,150.15 -3,497,150.15 15,428,164.73 77 / 182 317,958,872.29 61,505,589.92 101,520,839.92 1,641,130,356.28 73,348,561.58 98,023,689.77 15,340,121.81 13,798,562.08 1,641,130,356.28 73,348,561.58 98,023,689.77 15,340,121.81 13,798,562.08 2 3 4 1 2 3 4 1 2 3 4 5 6 2021 1,541,559.73 -40,015,250.00 1,541,559.73 -40,015,250.00 1,541,559.73 -40,015,250.00 -40,015,250.00 -40,015,250.00 -40,015,250.00 78 / 182 2021 1 2 80,112,969.00 1,250,371,548.47 -10,898,226.55 15,428,164.73 379,464,462.21 1,714,478,917.86 1,714,478,917.86 "" ( ) 80,000,000.00 80,000,000.00 2020 1,214,428,693.13 16,059,122.94 11,122,472.70 288,212,603.55 1,609,822,892.32 1,214,428,693.13 7,915,848.60 16,059,122.94 4,492,454.93 4,492,454.93 11,122,472.70 288,212,603.55 1,609,822,892.32 -35,259,853.70 -22,851,550.17 34,740,146.30 39,232,601.23 1,609,822,892.32 1,609,822,892.32 -22,851,550.17 39,232,601.23 79 / 182 1 2 3 4 1 2 3 4 1 2 3 4 7,915,848.60 2021 7,915,848.60 7,915,848.60 7,915,848.60 -70,000,000.00 7,915,848.60 -70,000,000.00 7,915,848.60 -70,000,000.00 -70,000,000.00 -70,000,000.00 -70,000,000.00 80 / 182 2021 5 6 1 2 80,000,000.00 TEO SWEE ANN 1,222,344,541.73 20,551,577.87 11,122,472.70 252,952,749.85 1,586,971,342.15 1,586,971,342.15 2021 1--6 ( ) 80,030,500.00 1,242,207,000.74 80,030,500.00 1,242,207,000.74 2021 2,305,200.00 2,305,200.00 : : 15,428,164.73 42,735,588.87 1,382,706,454.34 15,428,164.73 42,735,588.87 1,382,706,454.34 81 / 182 "" 1 2 3 4 1 2 3 1 2 3 4 82,469.00 82,469.00 82,469.00 15,257,652.81 15,257,652.81 13,716,093.08 2021 1,541,559.73 82 / 182 45,360,430.86 85,375,680.86 60,700,552.67 85,375,680.86 15,340,121.81 13,798,562.08 1,541,559.73 -40,015,250.00 -40,015,250.00 -40,015,250.00 -40,015,250.00 2021 5 6 1 2 80,112,969.00 1,257,464,653.55 2,305,200.00 "" 1 2 3 4 1 ( ) 80,000,000.00 80,000,000.00 2020 1,221,521,798.21 2,305,200.00 1,221,521,798.21 7,915,848.60 7,915,848.60 2,305,200.00 7,915,848.60 83 / 182 15,428,164.73 88,096,019.73 1,443,407,007.01 11,122,472.70 73,984,360.62 1,388,933,831.53 11,122,472.70 73,984,360.62 -58,090,180.81 11,909,819.19 1,388,933,831.53 -50,174,332.21 11,909,819.19 7,915,848.60 -70,000,000.00 7,915,848.60 -70,000,000.00 2 3 1 2 3 4 5 6 1 2 80,000,000.00 TEO SWEE ANN 2021 -70,000,000.00 -70,000,000.00 1,229,437,646.81 2,305,200.00 11,122,472.70 15,894,179.81 1,338,759,499.32 84 / 182 2021 1. """" 2008 4 29 TEO SWEE ANN8,011.2969 913101156745626329 690 2 204 A 2,000.00 2019 7 22 8,011.2969 1 , , 2008-04-29 2. % 100.00 100.00 100.00 100.00 100.00 100.00 100.00 (%) 100.00 100.00 100.00 100.00 100.00 100.00 100.00 85 / 182 2021 Espressif Incorporated Espressif Systems (Czech) s.r.o. Espressif Systems (Singapore) Pte. Ltd. % (%) 100.00 100.00 Brno Brno 100.00 100.00 100.00 100.00 2. Espressif Systems (India) Private Limited Pune Pune % (%) 99.99 100.00 1. 2. 12 "" 15 ----2014 2018453 86 / 182 2021 1. 2. 1 1 12 31 3. 1 1 12 31 4. 5. 1. 2. 1 2 87 / 182 2021 1"" 1 2 3 4 2"" 3"" 6. 33 ---- 7. 1. 88 / 182 2021 12 2. 1 23 45 2 ---- 8. 9. 1. 2. "" 89 / 182 2021 10. 1. ( ) 1 2"" a b 2. 1 2 90 / 182 2021 3 4 3. 12 3 1 2 ( ) 4. 91 / 182 2021 5. 1 12 "" 30 12 2 92 / 182 2021 3 14 ---- 21 ---- 6. 11. 14 ---- 93 / 182 2021 12. 14 ---- 13. 14. 10. 15. 1. 2. 3. 94 / 182 2021 4. 5. 1 2 16. (1). (2). 17. 1 2 95 / 182 2021 18. 19. 20. 21. 1. 1 () 96 / 182 2021 2 3 2. , ,, ,, , , , ,, ,,, , ,, (,) , , , , 3. 4. 97 / 182 2021 1 2 5. 22. 23. (1). (2). 3-8 3-5 5% 5% 11.88%-31.67% 19.00%-31.67% (3). 24. 98 / 182 2021 1. 2. 25. 1. 2. 112 3 2 3 3 3. 26. 27. 28. · 99 / 182 2021 · · 29. (1). 1. 2. () 10 3. (2). 1 23 4 5 30. 1 2 100 / 182 2021 3 45 6 7 31. 32. 33. (1) 101 / 182 2021 , 1. 1 2 (2) 1 2 102 / 182 2021 (3) 1 2 (4) 34. · · · · · 103 / 182 2021 35. 1. 2. 36. 1. 2. 1 2 3. 4. 1 2 104 / 182 2021 3 37. 38. (1). 1 12 34 5 2 105 / 182 2021 3 2. 1 2 (2). 39. 40. 1. 2. 3. 1 2 4. 1 2 106 / 182 2021 5. 6. 7. 1 2 8. / / 1 2 3 4 5 6 41. / 1. 2. 3. 4. 12 107 / 182 2021 42. (1). (2). (3). 1 2 108 / 182 2021 1 2 1 2 12 43. 109 / 182 2021 44. (1). ( ) "" ---- 21 <>2018 35 2018 21 - 2018[35] 2021 1 1 2021 (2). (3). 2021 : : 2020 12 31 2021 1 1 503,239,989.04 503,239,989.04 854,530,463.01 854,530,463.01 3,710,773.18 182,138,716.48 3,710,773.18 182,138,716.48 6,312,318.53 6,027,300.09 -285,018.44 13,884,858.86 13,884,858.86 196,155,326.10 196,155,326.10 110 / 182 2021 12,515,259.44 1,772,487,704.64 12,515,259.44 1,772,202,686.20 6,646,876.14 6,646,876.14 24,991,571.90 4,868,345.34 24,991,571.90 4,868,345.34 4,036,053.21 7,445,486.59 4,036,053.21 6,714,956.19 9,885,642.63 6,714,956.19 9,885,642.63 57,143,445.41 1,829,631,150.05 64,588,932.00 1,836,791,618.20 83,093,191.75 3,569,826.13 83,093,191.75 3,569,826.13 49,476,684.03 489,932.64 111 / 182 49,476,684.03 489,932.64 -285,018.44 7,445,486.59 7,445,486.59 7,160,468.15 2021 1,048,618.97 1,048,618.97 137,678,253.52 4,134,096.20 141,812,349.72 3,026,371.95 50,822,540.25 50,822,540.25 188,500,793.77 80,030,500.00 50,822,540.25 53,848,912.20 195,661,261.92 80,030,500.00 1,235,113,895.66 1,235,113,895.66 -7,401,076.40 -7,401,076.40 15,428,164.73 15,428,164.73 317,958,872.29 1,641,130,356.28 317,958,872.29 1,641,130,356.28 1,641,130,356.28 1,641,130,356.28 1,829,631,150.05 112 / 182 1,836,791,618.20 4,134,096.20 4,134,096.20 3,026,371.95 3,026,371.95 7,160,468.15 7,160,468.15 2021 2018 21 - 2018[35] 2021 1 1 2020 12 31 2021 1 1 : : 239,537,632.85 854,530,463.01 239,537,632.85 854,530,463.01 2,533,773.18 173,483,314.20 2,533,773.18 173,483,314.20 5,859,089.27 10,984,200.74 5,859,089.27 10,984,200.74 120,870,827.55 120,870,827.55 4,616,229.47 1,412,415,530.27 4,616,229.47 1,412,415,530.27 57,306,922.00 5,112,000.00 57,306,922.00 5,112,000.00 13,430,600.78 13,430,600.78 3,970,353.86 4,800,936.78 3,970,353.86 113 / 182 4,800,936.78 2021 5,081,322.06 8,645,044.32 93,546,243.02 1,505,961,773.29 80,931,515.90 1,783,916.92 31,554,249.01 406,793.26 7,942,474.41 122,618,949.50 636,369.45 636,369.45 123,255,318.95 80,030,500.00 1,242,207,000.74 114 / 182 5,081,322.06 8,645,044.32 98,347,179.80 1,510,762,710.07 80,931,515.90 1,783,916.92 31,554,249.01 406,793.26 7,942,474.41 2,966,832.90 125,585,782.40 1,834,103.88 636,369.45 2,470,473.33 128,056,255.73 80,030,500.00 1,242,207,000.74 4,800,936.78 4,800,936.78 2,966,832.90 2,966,832.90 1,834,103.88 1,834,103.88 4,800,936.78 2021 2,305,200.00 2,305,200.00 15,428,164.73 15,428,164.73 42,735,588.87 42,735,588.87 1,382,706,454.34 1,382,706,454.34 1,505,961,773.29 1,510,762,710.07 4,800,936.78 2018 21 - 2018[35] 2021 1 1 (4). 2021 45. 1. / / 115 / 182 6%/13% / / 7%/5%/1% 20%/15%/16.5%/17%/19%/25%/0% 3% 1% 2% % 15.00% 20.00% 20.00% 20.00% 20.00% 2021 Espressif Incorporated Espressif Systems(Czech) s.r.o. Espressif Systems (India) Private Limited Espressif Systems (Singapore) Pte. Ltd. 15.00% 20.00% 16.50% 0.00% 19.00% 25.00% 17.00% 2. 2018 11 27 GR201831001962 2018 11 27 2021 11 26 15% 2019 68 2018 12 31 25% 2019 9 2018 300 300 5000 201913 2019 1 1 2021 12 31 100 100 25% 20% 100 300 50% 20% 2016 6 15 2016 6 28 3122260CSB "" 5 15% 2019 12 19 2020 1 20 3122260Y1A 3. 116 / 182 2021 1 452,203,454.05 64,604,718.73 516,808,172.78 152,580,018.96 470,324,031.53 32,915,957.51 503,239,989.04 251,624,314.19 2 756,239,367.12 854,530,463.01 756,239,367.12 854,530,463.01 756,239,367.12 854,530,463.01 3 4 (1). 117 / 182 2021 11,585,550.77 11,585,550.77 3,710,773.18 3,710,773.18 (2). (3). (4). (5). (%) (%) (%) (%) - 11,585,550.77 100.00 11,585,550.77 3,710,773.18 100.00 11,585,550.77 / / 11,585,550.77 3,710,773.18 / - 118 / 182 3,710,773.18 / 3,710,773.18 2021 11,585,550.77 % 11,585,550.77 (6). (7). 5 (1). 1 1 1 1 1 12 23 3 34 45 5 229,430,679.98 229,430,679.98 119 / 182 229,430,679.98 2021 (2). (%) (%) (%) (%) 229,430,679.98 100.00 23,474.86 0.01 229,407,205.12 182,169,904.13 100.00 31,187.65 0.02 182,138,716.48 229,430,679.98 / 23,474.86 / 229,407,205.12 182,169,904.13 / 31,187.65 / 182,138,716.48 1 1 229,430,679.98 23,474.86 % 0.01 229,430,679.98 120 / 182 23,474.86 2021 (3). 31,187.65 11,766.54 19,479.33 23,474.86 31,187.65 11,766.54 19,479.33 23,474.86 (4). (5). 43,437,231.40 30,444,878.45 28,401,929.50 12,197,256.92 9,758,310.02 124,239,606.29 % 18.93 13.27 12.38 5.32 4.25 54.15 3,445.86 2,796.37 2,489.47 1,219.73 830.48 10,781.91 (6). (7). 121 / 182 2021 6 7 (1). (%) (%) 1 91,579,942.56 100.00 5,976,062.86 99.15 12 790.50 0.00 51,237.23 0.85 23 3 91,580,733.06 100.00 6,027,300.09 100.00 1 1 1-2 (2). 80,684,918.79 2,123,123.17 1,759,797.89 1,689,637.63 888,096.48 87,145,573.96 % 88.11 2.32 1.92 1.84 0.97 95.16 8 8,125,411.07 8,125,411.07 122 / 182 13,884,858.86 13,884,858.86 2021 (1). (2). (3). (1). (2). 1 (3). (1). 1 1 1 1 12 23 3 34 45 123 / 182 6,672,786.56 6,672,786.56 706,411.80 408,284.71 337,928.00 2021 5 8,125,411.07 (2). 4,250,911.07 3,874,500.00 8,125,411.07 8,765,151.28 3,246,302.95 1,873,404.63 13,884,858.86 (3). (4). (5). (6). 1,642,343.00 3 3 1,500,000.00 1 1 594,000.00 1 1 (%) 20.22 18.46 7.31 124 / 182 2021 / 310,670.09 2 2 300,000.00 1 1 4,347,013.09 / 3.82 3.69 53.50 (7). (8). (9). 9 (1). / / 80,227,827.92 1,732,946.12 78,494,881.80 84,094,934.43 1,871,384.09 82,223,550.34 62,099,307.09 2,699,703.11 59,399,603.98 52,960,042.24 4,947,047.67 48,012,994.57 53,637,822.27 53,637,822.27 64,485,467.89 64,485,467.89 1,433,313.30 1,433,313.30 195,964,957.28 4,432,649.23 191,532,308.05 202,973,757.86 6,818,431.76 196,155,326.10 125 / 182 2021 (2). 1,871,384.09 4,947,047.67 523,730.43 807,533.12 6,818,431.76 1,331,263.55 646,451.19 15,717.21 1,732,946.12 3,027,770.99 27,106.69 2,699,703.11 3,674,222.18 42,823.90 4,432,649.23 (3). (4). 10 (1). (2). (3). 126 / 182 2021 11 12 13 3,562,598.71 2,055,335.06 12,382,925.16 18,000,858.93 3,654,608.78 3,478,805.45 5,381,845.21 12,515,259.44 14 (1). (2). (3). 15 (1). (2). (3). 127 / 182 2021 16 (1) (2) (3) (4) 17 18 (1). 36,633,916.14 36,633,916.14 6,646,876.14 6,646,876.14 (2). 2,712,000.00 128 / 182 2021 Pycom Ltd 270,103.86 80,620.00 2021 2 3,000.00 4.26% 7 19 20 21 32,199,793.04 32,199,793.04 24,991,571.90 24,991,571.90 (1). 129 / 182 1. 2. 1 2 3 3. 1 2 4. 1. 2. 1 3. 1 2 4. 1. 2. 1 3. 2021 37,543,051.83 8,246,381.64 1,933,334.89 6,313,046.75 17,490,110.91 4,124,709.79 4,124,709.79 55,033,162.74 12,371,091.43 6,058,044.68 6,313,046.75 304,780.69 78,280.00 226,500.69 45,484,652.78 22,016,869.24 2,440,787.70 2,440,787.70 195,673.73 74,366.00 121,307.73 24,261,983.21 167,455.47 120,690.22 46,765.25 472,236.16 198,970.22 273,265.94 21,447,365.23 66,932,018.01 8,024,721.60 2,579,074.96 2,579,074.96 30,041,590.84 5,019,862.66 5,019,862.66 133,554.80 114,655.70 18,899.10 329,228.53 189,021.70 140,206.83 10,470,241.76 34,732,224.97 130 / 182 1 2021 4. 1. 2. 21,222,669.57 15,526,182.59 (2). (3). (4). (5). 22 10,977,123.47 32,199,793.04 9,465,389.31 24,991,571.90 4,868,345.34 4,868,345.34 131 / 182 2021 (1). 4,868,345.34 4,868,345.34 (2). 4,868,345.34 4,868,345.34 (3). 23 (1). (2). 24 25 132 / 182 1. 2. 1 2 3. 1 2 4. 1. 2. (1) 2 3. (1) 2 4. 1. 2. (1) 2 3. (1) 2 4. 1. 2. 26 (1). 2021 7,445,486.59 10,794,564.71 10,794,564.71 29,279.49 29,279.49 18,210,771.81 3,350,781.90 3,350,781.90 2,941.96 2,941.96 3,347,839.94 7,445,486.59 10,794,564.71 10,794,564.71 29,279.49 29,279.49 18,210,771.81 3,350,781.90 3,350,781.90 2,941.96 2,941.96 3,347,839.94 14,862,931.87 7,445,486.59 14,862,931.87 7,445,486.59 133 / 182 2021 1. 2. (1) (2) (3) 5,615,546.56 5,615,546.56 3. (1) 4. 1. 2. 1 5,615,546.56 5,615,546.56 1,579,493.35 417,490.47 1,579,493.35 417,490.47 417,490.47 417,490.47 3. (1) 4. 1. 2. 1 1,996,983.82 1,996,983.82 3. (1) 4. 134 / 182 2021 1. 2. 3,618,562.74 4,036,053.21 3,618,562.74 4,036,053.21 0% (2). 27 28 (1). (2). (3). (4). (5). 29 135 / 182 2021 1,381,918.76 5,333,037.43 6,714,956.19 465,355.62 4,120,391.56 4,585,747.18 635,587.32 1,629,372.74 2,264,960.06 10,695.00 10,695.00 1,211,687.06 7,813,361.25 9,025,048.31 30 / (1). 1,542,372.64 203,936.22 2,763,256.98 414,488.55 678,257.58 52,121,538.50 20,640,458.33 77,745,884.03 128,868.94 7,818,230.77 3,096,068.75 11,661,593.23 2,801,555.35 392,813.63 7,423,162.10 1,113,474.32 688,830.74 40,917,577.60 14,072,268.00 65,903,393.79 130,877.84 6,137,636.64 2,110,840.20 9,885,642.63 (2). 2,712,000.00 406,800.00 1,239,367.12 354,539,015.00 358,490,382.12 185,905.07 53,180,852.25 53,773,557.32 2,712,000.00 406,800.00 1,530,463.01 334,574,472.09 338,816,935.10 229,569.45 50,186,170.80 50,822,540.25 136 / 182 2021 (3). (4). 3,190,494.48 31,914,956.46 35,105,450.94 4,385,827.92 25,765,093.64 30,150,921.56 (5). 2024 2025 2026 2027 3,469,444.52 3,469,444.52 2028 2,369,544.57 2,369,544.57 2029 6,570,331.07 6,570,331.07 2030 13,355,773.48 13,355,773.48 2031 6,149,862.82 31,914,956.46 25,765,093.64 / 31 32 (1). (2). 137 / 182 2021 33 34 35 36 (1). 1 1 1-2 2 2-3 3 3 85,749,039.49 38,570.59 3,549.69 5,626.75 85,796,786.52 (2). 1 37 (1). (2). 1 38 (1). 138 / 182 83,045,388.28 38,620.28 9,183.19 83,093,191.75 2021 27,255,375.12 3,569,826.13 27,255,375.12 3,569,826.13 (2). 39 (1). - 49,133,218.12 219,017.91 124,448.00 101,106,336.28 7,569,351.19 338,944.36 118,940,549.90 31,299,004.50 6,220,563.33 1,567,805.77 424,109.36 39,283.00 49,476,684.03 109,014,631.83 125,585,222.59 32,906,093.27 (2). 47,502,340.86 332,392.00 634,098.93 631,133.77 2,965.16 88,631,628.78 2,890,606.69 4,546,974.23 4,117,980.06 101,280.93 37,402.54 290,310.70 : 106,164,569.52 29,969,400.12 3,222,998.69 4,528,923.92 4,106,006.39 92,239.13 40,367.70 290,310.70 652,149.24 643,107.44 9,041.80 658,326.00 4,736,027.80 6,050.71 139 / 182 4,722,898.80 6,050.71 671,455.00 2021 6,060.33 295,048.07 295,108.26 6,000.14 49,133,218.12 101,106,336.28 118,940,549.90 31,299,004.50 (3). 1 2 3 219,017.91 7,376,174.57 193,176.62 6,055,389.91 1,539,802.57 165,173.42 28,003.20 40 41 219,017.91 7,569,351.19 6,220,563.33 1,567,805.77 1,104,010.68 2,469,341.79 68,426.71 12,836.33 99,403.70 55,200.53 3,809,219.74 315,203.06 69,489.18 15,760.15 73,720.10 15,760.15 489,932.64 140 / 182 2021 127,457.53 127,457.53 (1). 127,457.53 127,457.53 (2). 1 42 431 1 1 1 1 7,060,307.36 1,048,618.97 1,048,618.97 914,000.00 134,618.97 1,048,618.97 4,134,096.20 141 / 182 2021 7,060,307.36 4,134,096.20 44 45 (1). 46 (1). (2). (3). (4). 47 142 / 182 48 49 50 51 52 53 2021 13,134,044.87 -7,060,307.36 6,073,737.51 7,160,468.15 -4,134,096.20 3,026,371.95 + 143 / 182 2021 80,030,500.00 82,469.00 82,469.00 80,112,969.00 2019 2020 82,469 82,469.00 54 (1) (2) : 55 1,216,725,109.66 18,388,786.00 13,716,093.08 8,855,024.43 1,230,441,202.74 7,313,464.70 19,930,345.73 1,235,113,895.66 22,571,117.51 7,313,464.70 1,250,371,548.47 1- 2019 2020 82,469 82,469.00 6,402,628.38 -- 7,313,464.70 - 2-- 8,855,024.43 82,469 - 7,313,464.70 - 144 / 182 2021 56 57 1,980,941.33 -12,960.00 -12,960.00 1,967,981.33 1,980,941.33 -12,960.00 -12,960.00 1,967,981.33 145 / 182 2021 -9,382,017.73 -3,484,190.15 -9,382,017.73 -3,484,190.15 -3,484,190.15 -3,484,190.15 146 / 182 -12,866,207.88 -12,866,207.88 2021 -7,401,076.40 -3,497,150.15 -3,497,150.15 -10,898,226.55 58 59 15,428,164.73 15,428,164.73 15,428,164.73 15,428,164.73 60 + 317,958,872.29 317,958,872.29 101,520,839.92 288,212,603.55 288,212,603.55 104,051,960.77 4,305,692.03 40,015,250.00 70,000,000.00 379,464,462.21 317,958,872.29 1 0 147 / 182 2021 2 0 3 0 4 0 5 0 61 (1). 630,602,842.93 374,359,852.88 630,602,842.93 374,359,852.88 293,202,512.75 169,165,172.61 293,202,512.75 169,165,172.61 (2). (3). (4). 62 286,285.57 1,149,731.27 5,605.81 5,605.80 417,730.00 190,954.82 148 / 182 63 64 2021 1,853,746.84 202,166.43 9,285,531.93 4,299,536.62 7,517,162.19 4,432,454.89 3,029,559.36 1,990,410.49 360,788.19 212,879.61 641,685.38 112,675.69 29,834.47 796,440.31 374,868.30 21,315,037.28 11,768,790.15 14,707,846.05 10,674,989.76 3,458,421.54 4,498,921.32 1,208,435.42 413,370.86 1,077,700.91 680,893.55 825,975.32 893,020.05 777,816.04 2,446,069.28 769,892.12 1,333,223.93 584,923.61 514,154.08 342,055.05 260,834.94 178,653.25 247,446.35 67,081.44 639,425.78 617,995.45 646,604.45 24,616,796.20 23,248,954.35 149 / 182 2021 65 86,789,623.59 55,026,208.43 7,909,312.63 7,187,301.04 6,866,134.72 596,898.73 5,628,862.43 4,093,109.22 4,126,840.95 2,594,038.12 3,339,394.16 3,041,358.72 1,099,237.48 739,825.02 333,351.45 290,019.50 2,996,331.96 1,752,641.14 119,089,089.37 75,321,399.92 66 -2,343,528.49 -2,337,217.69 1,044,369.44 3,595,076.96 185,746.79 128,424.15 -1,113,412.26 1,386,283.42 67 1,273,000.00 3,678,000.00 669,606.36 221,626.00 193,413.21 154,891.95 71,565.00 35,156.00 50,000.00 80,000.00 3,640.88 624.50 4,125.57 600.00 300.00 123,000.00 150 / 182 2021 2,262,749.95 12,000.00 6,600.00 4,315,399.52 68 9,907,134.94 14,883,207.92 9,907,134.94 14,883,207.92 69 70 1,239,367.12 3,465,668.49 151 / 182 2021 71 1,239,367.12 3,465,668.49 7,652.16 -26,945.07 72 7,652.16 -26,945.07 1,686,228.08 2,826,263.76 152 / 182 2021 1,686,228.08 2,826,263.76 73 74 15,893.00 15,893.00 21,000.00 21,000.00 15,893.00 15,893.00 75 4,438.52 4,438.52 153 / 182 4,438.52 4,438.52 76 (1) 2021 32,909.10 2.71 37,350.33 8,607.49 8,607.49 32,909.10 2.71 37,350.33 400,168.26 3,642,399.36 -2,270,993.45 5,116,580.15 4,042,567.62 2,845,586.70 (2) / : : 105,563,407.54 15,834,511.13 772,718.93 -1,270,236.96 9,836.65 113,024.65 -11,491,749.70 74,462.92 4,042,567.62 154 / 182 2021 77 57 78 (1). 2,343,528.49 2,262,749.95 6,794.94 15,893.00 145.89 4,629,112.27 2,337,217.69 4,315,399.52 4,050,217.84 21,000.00 10,723,835.05 (2). 34,736,015.91 185,746.79 9,399,774.82 32,911.81 44,354,449.33 29,844,731.29 128,424.15 2,522,876.43 8,607.49 1,006,680.74 33,511,320.10 (3). (4). 155 / 182 2021 (5). (6). 5,062,441.89 5,062,441.89 79 (1) 1 "" "" "" "" "" "" "" "" 101,520,839.92 -1,686,228.08 -7,652.16 5,019,862.66 3,350,781.90 417,490.47 2,264,960.06 34,740,146.30 -2,826,263.76 26,945.07 4,893,843.01 368,721.50 1,479,797.73 4,438.52 -1,239,367.12 1,044,369.44 -9,907,134.94 -1,777,959.50 2,951,017.07 6,197,957.33 156 / 182 -3,465,668.49 3,167,468.19 -14,883,207.92 -299,473.48 5,506,098.77 -88,837,378.76 2021 "" "" 2 3 (2) (3) (4) 78,747,106.23 -208,303,772.59 8,855,024.43 -12,548,266.36 222,506,939.79 -229,978,890.59 7,915,848.60 -59,685,074.04 516,808,172.78 503,239,843.15 13,568,329.63 310,473,321.76 135,992,738.98 174,480,582.78 516,808,172.78 503,239,843.15 452,203,454.05 64,604,718.73 470,323,885.64 32,915,957.51 516,808,172.78 157 / 182 503,239,843.15 2021 80 "" 81 82 (1). 23,877,589.21 253,886.29 476.20 2,597,188.74 17,838,500.23 704,806.95 - 5,996,883.41 - 3,324,879.20 185,381.70 777,478.10 - 1,025,470.39 9,786,525.20 17,181.50 - 11,500.00 - 340,071.54 1,429,409.65 158 / 182 6.4601 0.8321 7.6862 0.3015 0.0869 4.8027 6.4601 6.4601 0.3015 0.0869 0.3015 0.0869 4.8027 4.8027 6.4601 0.3015 160,184,727.43 154,251,614.06 211,258.78 3,660.17 783,052.41 1,550,165.67 3,384,976.34 38,740,466.52 38,740,466.52 21,602,507.55 21,479,052.12 55,892.58 67,562.85 1,242,145.95 309,179.32 850,449.04 82,517.59 55,231.05 55,231.05 6,477,738.91 2,196,896.16 430,967.01 2021 36,695,213.48 137,643.76 0.0869 4.8027 3,188,814.05 661,061.69 (2). Espressif Incorporated Espressif Systems (Czech) s.r.o. Espressif Systems (India) Private Limited Espressif Systems (Singapore) Pte. Ltd. 83 84 1. 1,273,000.00 669,606.36 193,413.21 71,565.00 50,000.00 3,640.88 624.50 600.00 300.00 1,273,000.00 669,606.36 193,413.21 71,565.00 50,000.00 3,640.88 624.50 600.00 300.00 2. 85 159 / 182 2021 1 2 3 160 / 182 2021 4 5 2021 2 1 100.00% 6 161 / 182 2021 1 (1). Espressif Incorporated Espressif Systems (Czech) s.r.o. Brno Espressif Systems (Singapore) Pte Ltd Singapore Espressif Systems (India) Private Limited Pune Brno Singapore Pune (%) 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 99.99 (2). 162 / 182 2021 (3). (4). (5). 2 3 4 5 6 1. 12021 6 30 163 / 182 2021 516,808,172.78 11,585,550.77 229,407,205.12 8,125,411.07 18,000,858.93 756,239,367.12 36,633,916.14 516,808,172.78 756,239,367.12 11,585,550.77 229,407,205.12 8,125,411.07 18,000,858.93 36,633,916.14 22020 12 31 503,239,989.04 3,710,773.18 182,138,716.48 13,884,858.86 12,515,259.44 854,530,463.01 6,646,876.14 503,239,989.04 854,530,463.01 3,710,773.18 182,138,716.48 13,884,858.86 12,515,259.44 6,646,876.14 2. 12021 6 30 85,796,786.52 127,457.53 85,796,786.52 127,457.53 22020 12 31 83,093,191.75 1,048,618.97 83,093,191.75 1,048,618.97 164 / 182 2021 229,430,679.98 11,585,550.77 8,125,411.07 36,633,916.14 1 1 229,430,679.98 11,585,550.77 6,672,786.56 30,000,000.00 1-2 2 706,411.80 2-3 3 408,284.71 3 337,928.00 6,633,916.14 1 1 1-2 2 2-3 3 3 182,138,716.48 182,138,716.48 3,710,773.18 3,710,773.18 13,884,858.86 12,477,163.77 1,015,704.09 360,991.00 31,000.00 6,646,876.14 6,646,876.14 1 85,796,786.52 127,457.53 85,924,244.05 85,796,786.52 127,457.53 85,924,244.05 83,093,191.75 1,048,618.97 84,141,810.72 83,093,191.75 1,048,618.97 84,141,810.72 1. 165 / 182 2021 2. 1% 1% 5% 5% 2021 1-6 -1,404,376.67 1,404,376.67 -7,021,883.34 7,021,883.34 -1,404,376.67 1,404,376.67 -7,021,883.34 7,021,883.34 1% 1% 5% 5% 2020 1-6 -1,298,790.13 1,298,790.13 -6,493,950.65 6,493,950.65 -1,298,790.13 1,298,790.13 -6,493,950.65 6,493,950.65 3. 2021 1 : : 166 / 182 1. 1 2 3 2. 1 2 1. 2. 3. 1. 2. 1. 2. 2021 792,873,283.26 792,873,283.26 756,239,367.12 756,239,367.12 756,239,367.12 756,239,367.12 756,239,367.12 756,239,367.12 36,633,916.14 36,633,916.14 792,873,283.26 792,873,283.26 167 / 182 2021 2 3 4 // 5 6 7 8 9 1 : : 168 / 182 2021 Teo Swee Ann (%) (%) 1.00 43.51 43.51 2 1 3 4 5% 5 (1). / / (2). // / / 169 / 182 2021 / / (3). (4). (5). (6). (7). 286.24 278.07 (8). 6 (1). (2). 7 170 / 182 2021 8 1 1,060,320 82,469 0 1 2020 2021 3 18 2021 3 18 95 / 93.625 / 173 1,060,320 80,112,969 1.3235% 72 2 2021 3 31 2019 2020 2019 2 2020 145 82,469 80,112,969 0.1029% 2 11 -- 22 - 29,715,835.43 8,855,024.43 171 / 182 2021 3 4 5 1 2 (1). (2). 3 1 2 3 4 1 (1). 172 / 182 (2). 2 3 (1). (2). 4 5 2021 6 (1). (2). (3). (4). 7 8 173 / 182 2021 1 (1). 1 1 1 1 1 12 23 3 34 45 5 228,778,265.61 228,778,265.61 (2). (%) (%) 228,778,265.61 (%) (%) 228,778,265.61 100.00 12,692.55 165,583,703.26 72.38 12,692.55 63,194,562.35 27.62 228,778,265.61 / 12,692.55 228,765,573.06 0.01 165,571,010.71 63,194,562.35 / 228,765,573.06 173,503,658.91 100.00 20,344.71 173,483,314.20 135,064,086.44 38,439,572.47 173,503,658.91 77.85 20,344.71 0.02 135,043,741.73 22.15 38,439,572.47 / 20,344.71 / 173,483,314.20 174 / 182 2021 % 165,583,703.26 12,692.55 0.01 63,194,562.35 228,778,265.61 12,692.55 14 ---- (3). 20,344.71 11,766.54 19,418.70 12,692.55 20,344.71 11,766.54 19,418.70 12,692.55 (4). (5). 43,272,014.34 32,263,770.66 30,930,791.69 1 1 1 1 1 1 175 / 182 % 18.92 14.10 13.52 3,429.34 2021 28,401,929.50 12,197,256.92 147,065,763.11 1 1 1 1 12.41 5.33 64.28 2,489.47 1,219.73 7,138.54 (6). (7). 2 2,285,909.35 2,285,909.35 10,984,200.74 10,984,200.74 (1) (2) (3) (1). (2). 1 176 / 182 (3). (1). 1 1 1 1 1 12 23 3 34 45 5 2021 1,216,211.35 1,216,211.35 356,261.00 405,169.00 308,268.00 (2). 2,285,909.35 2,285,909.35 (3). (4). (5). 177 / 182 2,285,909.35 : : 8,765,151.28 2,219,049.46 10,984,200.74 2021 (6). 1,642,343.00 3 3 (%) 71.84 200,000.00 1 1 8.75 103,000.00 1 1 4.51 94,787.00 3 3 4.15 63,299.20 1 1 2.77 / 2,103,429.20 / 92.02 (7). (8). (9). 3 60,895,076.70 1,301,320.59 59,593,756.11 58,608,242.59 1,301,320.59 57,306,922.00 60,895,076.70 1,301,320.59 59,593,756.11 58,608,242.59 1,301,320.59 57,306,922.00 (1) 178 / 182 2021 10,000,000.00 10,000,000.00 1,973,833.59 363,541.75 2,337,375.34 1,301,320.59 10,055,915.00 38,529.13 10,094,444.13 16,140,857.00 1,632,402.41 17,773,259.41 10,437,637.00 252,360.82 10,689,997.82 10,000,000.00 10,000,000.00 58,608,242.59 2,286,834.11 60,895,076.70 1,301,320.59 (2) 4 (1). 569,016,041.58 370,023,789.59 569,016,041.58 370,023,789.59 258,976,909.87 195,425,454.86 258,976,909.87 195,425,454.86 (2). (3). 179 / 182 2021 (4). 5 6 9,907,134.94 14,883,207.92 9,907,134.94 14,883,207.92 180 / 182 2021 1 -4,438.52 75 2,262,749.95 67 11,146,502.06 68 70 181 / 182 -17,018.81 74 75 2021 -1,886,805.29 11,500,989.39 1 ---- 1 ---- 2 % 6.05 5.37 1.2681 1.2681 1.1245 1.1245 3 4 TEO SWEE ANN 2021 7 30 182 / 182Microsoft Word 2016 Microsoft Word 2016