Core Viewpoint - The semiconductor stocks in Hong Kong experienced a significant increase, with notable gains from major companies such as SMIC and others in the sector [1]. Group 1: Stock Performance - SMIC (00981) rose by 7.98%, reaching a latest price of 85.900, with a total market capitalization of 687.175 billion and a year-to-date increase of 170.13% [2]. - Meijiaxin Holdings (06939) increased by 5.26%, with a latest price of 0.600 and a market cap of 0.0311 billion, showing a year-to-date rise of 31.87% [2]. - Hongguang Semiconductor (06908) saw a 4.76% increase, with a latest price of 0.660 and a market cap of 0.62 billion, but a year-to-date decline of 1.49% [2]. - Xian Sihang (00595) gained 3.85%, with a latest price of 0.405 and a market cap of 0.368 billion, reflecting a year-to-date decrease of 10.99% [2]. - ASMPT (00522) rose by 2.25%, with a latest price of 83.900 and a market cap of 34.941 billion, showing a year-to-date increase of 12.89% [2]. Group 2: Other Notable Stocks - Horizon Robotics (09660) increased by 1.77%, with a latest price of 9.750 and a market cap of 135.343 billion, reflecting a year-to-date increase of 170.83% [2]. - Jingmen Semiconductor (02878) rose by 1.69%, with a latest price of 0.600 and a market cap of 14.99 billion, showing a year-to-date increase of 21.21% [2]. - Beike Micro (02149) increased by 1.42%, with a latest price of 53.600 and a market cap of 3.377 billion, reflecting a year-to-date increase of 97.06% [2].

（於開曼群島註冊成立的有限公司） (Incorporated in the Cayman Islands with limited liability) (Stock Code 股份代號: 2166) 各位非登記股東： 芯智控股有限公司 （「本公司」） 中期報告（「本次公司通訊」）的刊發通知 本公司的本次公司通訊備有中、英文版本，並已上載於本公司網站 smg@smart-core.com.hk 及香港交易所披露易（「披露易」）網站 www.hkexnews.hk，歡迎瀏覽。 若 閣下已選擇收取本公司的公司通訊（「公司通訊」） （附註） 之印刷本，則隨函附奉 閣下所選擇之本次公司通訊印刷本。 閣下若因任 何理由以致在收取或接收載於本公司網站上的本次公司通訊出現困難，本公司將於接到 閣下通知後，盡快向 閣下免費發送有關本 次公司通訊的印刷本； 閣下可以書面方式通知本公司的香港股份過戶登記處（「股份過戶處」）香港中央證券登記有限公司，地址為 香港灣仔皇后大道東 183 號合和中心 17M 樓，或電郵至 smg@smart-core.com.hk。 閣下有權要求更改所選擇收取日後公司通訊的收取方式，請填妥隨附之回條（ ...

（於開曼群島註冊成立的有限公司） (Incorporated in the Cayman Islands with limited liability) (Stock Code 股份代號: 2166) 各位登記股東： 芯智控股有限公司 （「本公司」） 中期報告（「本次公司通訊」）的刊發通知 本公司的本次公司通訊備有中、英文版本，並已上載於本公司網站 www.smart-core.com.hk 及香港交易所披露易（「披露易」）網站 www.hkexnews.hk，歡迎瀏覽。 請注意，所有未來公司通訊的英文版和中文版將在本公司網站 www.smart-core.com.hk 和披露易網站 www.hkexnews.hk 上提供，以代 替印刷本。 徵集電子聯絡資料 為確保及時收到最新的公司通訊，本公司建議 閣下透過掃描隨附之回條上列印的 閣下專屬二維碼來提供 閣下的電子郵件地址。 或者， 閣下也可以簽署回條並交回股份過戶處。 如果本公司沒有收到 閣下的有效電子郵件地址，直至股份過戶處收到 閣下有效的電子郵件地址前， 閣下或將(i)無法收到任何有 關發佈公司通訊的通知；(ii)需要主動查看本公司網站和披露易網站以留意 ...

Financial Performance - For the six months ended June 30, 2025, the company reported revenue of HKD 2,796,194 thousand, representing a 6.6% increase from HKD 2,623,869 thousand in 2024[9] - Gross profit for the same period was HKD 162,240 thousand, up 13.1% from HKD 143,419 thousand year-over-year[9] - The company achieved a pre-tax profit of HKD 55,566 thousand, reflecting a 22.9% increase compared to HKD 45,229 thousand in the previous year[9] - Net profit attributable to shareholders was HKD 48,458 thousand, a 33.4% increase from HKD 36,326 thousand in 2024[9] - Basic earnings per share rose to HKD 10.44, marking a 35.1% increase from HKD 7.73 in the prior year[9] - For the six months ended June 30, 2025, the group's revenue was HKD 2,796.2 million, an increase of HKD 172.3 million (6.6%) compared to HKD 2,623.9 million for the same period in 2024[50] - Gross profit for the same period increased to HKD 162.2 million, up HKD 18.8 million (13.1%) from HKD 143.4 million in 2024, with a gross margin of 5.8%, up 0.3 percentage points[51] - The group reported a profit of HKD 48.6 million for the six months ended June 30, 2025, representing an increase of HKD 11.7 million (31.5%) from HKD 36.9 million in 2024[56] - The net profit attributable to the company's owners was HKD 48.5 million, a 33.4% increase from HKD 36.3 million in the same period of 2024[57] - The company reported a profit of HKD 48,563,000 for the six months ended June 30, 2025, representing a 31.5% increase from HKD 36,917,000 in the same period in 2024[108] - Total comprehensive income for the period reached HKD 54,275,000, up 69.0% from HKD 32,089,000 year-over-year[108] Assets and Liabilities - Total assets increased by 33.7% to HKD 2,264,038 thousand from HKD 1,693,916 thousand as of December 31, 2024[9] - Total liabilities surged by 76.5% to HKD 1,295,527 thousand from HKD 734,140 thousand in the previous period[9] - The company's capital debt ratio increased to 62.7%, up 96.6% from 31.9% in the previous year[14] - The current ratio as of June 30, 2025, was 1.47, compared to 1.84 as of December 31, 2024[64] - The company's net asset value stood at HKD 968,511,000 as of June 30, 2025, compared to HKD 959,776,000 at the end of 2024, showing a slight increase of 0.8%[111] - The company's equity attributable to owners increased to HKD 967,928,000 from HKD 959,332,000, reflecting a growth of 0.6%[111] - The group’s total borrowings increased to HKD 607,277,000 as of June 30, 2025, from HKD 306,189,000 as of December 31, 2024, representing a growth of approximately 98.2%[181] Market and Industry Trends - The global semiconductor market size reached USD 283.3 billion in the first five months of 2025, a 20.5% increase year-over-year[19] - The global electronics industry is expected to grow by 6.9% year-on-year in 2025, reaching $27.19 trillion, with the server/storage market growing at 27.9% to $362 billion[30] - Semiconductor sales are forecasted to reach $700.9 billion in 2025, an 11.2% increase year-on-year, with further growth of 8.5% to $760.7 billion in 2026[30] - The global smart security market is projected to reach $24.2 billion in 2024, with a year-on-year growth of 16.3%, and is expected to exceed $30 billion by 2026[33] - The global automotive camera market is expected to reach $27.3 billion in 2025, with the number of cameras per vehicle increasing to 8-12[34] - The global storage market is projected to reach $200 billion in 2025, driven by the demand for storage chips due to mainstream AI models[37] Operational Metrics - The average inventory turnover days increased by 40.0% to 21 days from 15 days in 2024[9] - The company experienced a significant increase in trade receivables, which rose to HKD 1,114,965,000, a 69.3% increase from HKD 658,354,000 as of December 31, 2024[110] - Inventory levels surged to HKD 421,562,000, compared to HKD 190,118,000 at the end of 2024, indicating a 121.5% increase[110] - The group reported overdue trade receivables of HKD 73,196,000 as of June 30, 2025, up from HKD 45,027,000 as of December 31, 2024, reflecting a 62.5% increase[168] - The group’s trade payables rose to HKD 564,933,000 as of June 30, 2025, compared to HKD 337,204,000 as of December 31, 2024, marking an increase of about 67.5%[176] Research and Development - Research and development expenses rose to HKD 17.8 million, an increase of 5.9% from HKD 16.8 million in 2024, primarily due to higher employee costs[52] - Research and development expenses for the period were HKD 17,757, slightly higher than HKD 16,767 in the previous year[107] Shareholder Information - The interim dividend declared for the six months ended June 30, 2025, is HKD 0.03 per share, an increase from HKD 0.02 per share for the same period in 2024[81] - The company’s major shareholder, Mr. Tian Weidong, holds 262,500,000 shares, representing 53.72% of the total shares issued[87] - The total number of shares issued as of June 30, 2025, was 488,681,030 shares[90] - The company reported a shareholding structure where Smart IC Limited holds 53.72% of the shares, followed by Insight Limited with 10.74%[96] Corporate Governance - The company has adopted the Corporate Governance Code and has complied with its applicable provisions during the reporting period[83] - No significant changes in the biographies of directors have been reported since the last annual report[80] - The audit committee, consisting of three independent non-executive directors, reviewed the interim financial results for the six months ended June 30, 2025[99] Cash Flow and Financing - The company raised HKD 1,961,223,000 in new bank and other borrowings, compared to HKD 1,481,983,000 in the previous year, showing a 32.4% increase[117] - The company’s cash and bank balances decreased to HKD 160,204,000 from HKD 239,455,000, a decline of 33.0%[110] - The total cash and bank balances of the group were HKD 328.1 million, down from HKD 432.3 million as of December 31, 2024[63] - The group has approximately HKD 1,994,000,000 in undrawn bank financing available, a slight decrease from HKD 2,017,000,000 as of December 31, 2024[186] Employee Compensation - The total employee cost for the six months ended June 30, 2025, was approximately HKD 53.9 million, unchanged from the same period in 2024[75] - The total employee costs for the six months ended June 30, 2025, amounted to HKD 62,050, an increase of 8.5% from HKD 56,958 in 2024[158] - A total of 6,000,000 share awards were granted to employees under the share incentive plan for the six months ended June 30, 2025, with 2,000,000 shares vesting during this period[76] Foreign Exchange and Other Income - The company reported a foreign exchange gain of HKD 5,712,000 from overseas operations, a turnaround from a loss of HKD 5,115,000 in the previous year[108] - The net foreign exchange loss for the six months ended June 30, 2025, was HKD (1,022), compared to HKD (67) in 2024, indicating increased volatility[153] - Other income for the period was HKD 11,236, compared to HKD 9,041 in the previous year, indicating a growth of 24.3%[107]

Group 1 - Semiconductor stocks in the Hong Kong market experienced a collective surge, with notable increases in share prices for several companies [1] - Hua Hong Semiconductor saw a rise of 9.09%, while Jingmen Semiconductor and Chipwise Holdings increased by over 6% [1][2] - Other companies such as SMIC and China Electric Power Technology also reported gains exceeding 5% [1] Group 2 - The latest market data shows Hua Hong Semiconductor's current price at 58.20, with a total market capitalization of 100.897 billion and a year-to-date increase of 168.82% [2] - Jingmen Semiconductor's latest price is 0.520, with a market cap of 12.99 billion and a year-to-date increase of 5.05% [2] - Chipwise Holdings is priced at 2.040, with a market cap of 9.97 billion and a year-to-date increase of 43.66% [2]

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 | 截至月份: | 2025年8月31日 | 狀態: 新提交 | | --- | --- | --- | | 致：香港交易及結算所有限公司 | | | | 公司名稱: | 芯智控股有限公司 | | | 呈交日期: | 2025年9月1日 | | | I. 法定/註冊股本變動 | | | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02166 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 5,000,000,000 | USD | 0.00001 | USD | | 50,000 | | 增加 / 減少 (-) | | | | | | USD | | | | 本月底結存 | | | 5,000,000,000 | USD | ...

EF001 免責聲明 | 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整性亦不發表任何聲明，並明確表示，概不對因 | | | --- | --- | | 公告全部或任何部份內容而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 股票發行人現金股息公告 | | | 發行人名稱 | 芯智控股有限公司 | | 股份代號 | 02166 | | 多櫃檯股份代號及貨幣 | 不適用 | | 相關股份代號及名稱 | 不適用 | | 公告標題 截至2025年6月30日止六個月之中期股息 | | | 公告日期 | 2025年8月29日 | | 公告狀態 | 新公告 | | 股息信息 | | | 股息類型 | 中期（半年期） | | 股息性質 | 普通股息 | | 財政年末 | 2025年12月31日 | | 宣派股息的報告期末 | 2025年6月30日 | | 宣派股息 | 每 股 0.03 HKD | | 股東批准日期 | 不適用 | | 香港過戶登記處相關信息 | | | 派息金額及公司預設派發貨幣 | 每 股 0.03 HKD | | 匯率 | 1 HKD : 1 HKD | ...

Core Viewpoint - ChipSmart Holdings (02166.HK) reported a mid-year performance for the first half of 2025, showing overall revenue growth and significant increases in net profit and gross profit compared to the same period in 2024 [1] Financial Performance - Total revenue for the first half of 2025 reached HKD 2.796 billion, representing a 6.6% increase from HKD 2.621 billion in the same period of 2024 [1] - Gross profit amounted to HKD 162 million, which is a 13.1% increase from HKD 143 million in the first half of 2024 [1] - Net profit attributable to shareholders was HKD 48.5 million, marking a 33.4% increase from HKD 36.3 million in the previous year [1] - Basic and diluted earnings per share were HKD 0.1044 [1] Dividend Declaration - The board of directors declared an interim dividend of HKD 0.03 per share [1] Business Unit Performance - The business units including smart vision, optoelectronic display, communication products, optical communication, and hybrid distribution experienced varying degrees of growth [1] - However, the performance of storage products and smart display did not meet expectations [1]

Core Viewpoint - Chip Intelligence Holdings (02166) reported a net profit attributable to shareholders of HKD 48.5 million for the six months ending June 30, 2025, representing a year-on-year increase of 33.4% [1] Financial Performance - The company achieved total revenue of HKD 2.796 billion, reflecting a year-on-year growth of 6.6% [1] - Basic earnings per share were HKD 0.1044 [1] - The company proposed an interim dividend of HKD 0.03 per share [1] Business Segments - The revenue increase was primarily driven by higher sales in the authorized distribution business [1]

Group 1 - The core viewpoint of the article is that Chipwise Holdings (02166) reported a total revenue of HKD 2.796 billion for the six months ending June 30, 2025, representing a year-on-year increase of 6.6% [1] - The net profit attributable to the company's owners was HKD 48.5 million, which is a year-on-year increase of 33.4% [1] - The basic earnings per share were HKD 0.1044, and the company proposed an interim dividend of HKD 0.03 per share [1] Group 2 - The increase in revenue was primarily due to the growth in sales from the authorized distribution business [1]