汇顶科技公告，2025年上半年营业收入22.51亿元，同比下降0.20%；归属于上市公司股东的净利润4.31 亿元，同比增长35.74%。公司拟向全体股东每股派发现金红利0.15元（含税），本次利润分配不进行资 本公积转增股本和送红股。 ...

转自：证券时报 人民财讯8月21日电，汇顶科技(603160)8月21日晚间披露2025年半年度报告，上半年实现营业收入22.51 亿元，同比下降0.2%；归母净利润4.31亿元，同比增长35.74%；基本每股收益0.94元。公司拟向全体股 东每股派发现金红利0.15元（含税）。营收下降主要原因系终端客户需求及备货节奏变化。 ...

（文章来源：第一财经） 汇顶科技公告，2025年上半年营业收入22.51亿元，同比下降0.20%；归属于上市公司股东的净利润4.31 亿元，同比增长35.74%。公司拟向全体股东每股派发现金红利0.15元（含税），本次利润分配不进行资 本公积转增股本和送红股。 ...

Group 1 - The company's operating revenue for the first half of 2025 is 2.251 billion yuan, a year-on-year decrease of 0.20% [1] - The net profit for the same period is 431 million yuan, representing a year-on-year increase of 35.74% [1] - The company plans to distribute a cash dividend of 0.15 yuan per share (tax included) to all shareholders, totaling 69.1166 million yuan (tax included) [1]

Core Viewpoint - The announcement details the successful achievement of the exercise conditions for the second exercise period of the 2023 first stock option incentive plan by the company, allowing 944 eligible participants to exercise a total of 4,036,498 stock options at a price of 55.38 yuan per share [2][10][11]. Summary by Sections Stock Option Plan Overview - The company plans to issue 4,036,498 stock options for the second exercise period, which represents 0.87% of the total share capital [2]. - The stock options are sourced from a directed issuance of A-shares to the incentive participants [2]. Approval and Implementation - The stock option incentive plan was approved in a board meeting on July 20, 2023, and the list of incentive participants was publicly disclosed from July 22 to July 31, 2023, with no objections received [3][4]. - The plan was further ratified in a shareholder meeting on August 7, 2023, where the board was authorized to manage the plan [4][5]. Granting and Adjustments - On August 7, 2023, the company granted a total of 19,606,675 stock options to 1,143 eligible participants at an exercise price of 55.95 yuan per option [4]. - The exercise price was adjusted to 55.77 yuan per option following a cash dividend distribution [5][7]. Exercise Conditions and Periods - The second exercise period allows for the exercise of 24% of the granted stock options, totaling 4,036,498 options, from August 25, 2025, to August 24, 2026 [8][9]. - The first exercise period allowed for the exercise of 3,932,677 options, which was 22% of the total granted options [8]. Compliance and Verification - The remuneration and assessment committee confirmed that the conditions for the second exercise period have been met, and the performance results of the eligible participants are compliant and genuine [14][15]. - The supervisory board verified that the eligible participants meet all legal and regulatory requirements for participation in the incentive plan [15]. Financial Impact and Legal Compliance - The company has accounted for the stock option expenses in accordance with relevant accounting standards, and the exercise of these options is not expected to significantly impact the company's financial status [17]. - Legal opinions confirm that the exercise of stock options complies with all applicable laws and regulations [18].

证券代码：603160 证券简称：汇顶科技 公告编号：2025-050 深圳市汇顶科技股份有限公司 关于2023年第一期股票期权激励计划第二个行权期 符合行权条件的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： ●本次股票期权拟行权数量：4,036,498 份 ●行权股票来源：公司向激励对象定向增发 A 股普通股 深圳市汇顶科技股份有限公司（以下简称"公司"）于 2025 年 8 月 1 日召 开第五届董事会第十次会议和第五届监事会第九次会议，审议通过《关于 2023 年第一期股票期权激励计划第二个行权期行权条件成就的议案》。经审议，公司 2023 年第一期股票期权激励计划第二个行权期行权条件已成就，公司同意为符 合行权条件的 944 名激励对象办理股票期权第二个行权期行权相关事宜，可行权 数量为 4,036,498 份，占公司目前股本总额的 0.87%。现对有关事项说明如下： 一、2023年第一期股票期权激励计划批准及实施情况 （一）2023年第一期股票期权激励计划相关审批程序 1、2023 年 ...

Group 1 - The world's first AI toy based on the Ultraman Diga character is set to be released on August 27, 2025, incorporating the DeepSeek large model for enhanced interactive experiences [1] - AI toys are capable of understanding children's speech and adapting through intelligent learning, providing personalized interaction services, which marks a significant advancement over traditional toys [1] - The demand for AI toys is expected to span all age groups, with AI anticipated to become a core catalyst in the toy market, surpassing the potential seen during the Z generation's trend explosion [1] Group 2 - As of July 31, 2025, the top ten weighted stocks in the CSI Consumer Electronics Theme Index account for 51.57% of the index, including companies like Luxshare Precision, SMIC, and BOE Technology Group [2] - The CSI Consumer Electronics Theme Index tracks 50 listed companies involved in component production and consumer electronics, reflecting the overall performance of the sector [2] - The Consumer Electronics ETF closely follows the CSI Consumer Electronics Theme Index, with various fund options available for investors [2]

Investment Rating - The report maintains a "Recommended" rating for key companies in the eSIM industry, including 汇顶科技 (Goodix Technology) and 高伟电子 (GoerTek) [4][40]. Core Insights - eSIM technology is leading the transition to a "cardless era" for smartphones, integrating communication functions into device chips and enabling remote configuration of operator information, which enhances flexibility, security, and space efficiency [1][10]. - The three major domestic telecom operators are expected to restart eSIM services that were paused for two years, with China Unicom already leading the way in several provinces [1][21]. - The global eSIM market is entering a phase of accelerated commercialization, with significant growth expected in the number of eSIM-enabled devices and connections by 2025 and 2030 [2][33]. Summary by Sections 1. eSIM Technology and Market Dynamics - eSIM technology represents a significant evolution from traditional SIM cards, offering advantages such as enhanced security and reduced device size [1][18]. - The global eSIM smartphone connection count is projected to reach 1 billion by the end of 2025 and 6.9 billion by 2030, capturing 76% of total smartphone connections [2][33]. 2. Investment Recommendations - The report suggests focusing on opportunities within the eSIM supply chain, highlighting key players such as 紫光国微 (Unisoc), 汇顶科技 (Goodix Technology), and 高伟电子 (GoerTek) [3][40]. - Specific segments to watch include chip manufacturers, eSIM chip testing, management platforms, and the Apple supply chain [3][40]. 3. Key Company Financial Projections - 汇顶科技 (Goodix Technology) is projected to have an EPS of 1.83, 2.14, and 2.41 for 2025E, 2026E, and 2027E respectively, with corresponding PE ratios of 42, 36, and 32 [4]. - 高伟电子 (GoerTek) is expected to have an EPS of 0.22, 0.29, and 0.33 for the same years, with PE ratios of 18, 14, and 12 [4].

登录新浪财经APP 搜索【信披】查看更多考评等级 ●会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow.sseinfo.com/） ●会议召开方式：上证路演中心网络文字互动 ●投资者可于2025年08月15日（星期五）至08月21日（星期四）16:00前登录上证路演中心网站首页点 击"提问预征集"栏目或通过公司邮箱（ir@goodix.com）进行提问。公司将在说明会上对投资者普遍关 注的问题进行回答。 深圳市汇顶科技股份有限公司（以下简称"公司"）将于2025年08月22日披露公司2025年半年度报告，为 便于广大投资者更全面深入地了解公司2025年半年度经营成果、财务状况，公司计划于2025年08月22日 （星期五）下午14:00-15:00举行2025年半年度业绩说明会，就投资者关心的问题进行交流。 一、 说明会类型 本次投资者说明会以网络文字互动形式召开，公司将针对2025年半年度的经营成果及财务指标的具体情 况与投资者进行互动交流和沟通，在信息披露允许的范围内就投资者普遍关注的问题进行回答。 二、说明会召开的时间、地点 （一）会议召开时间：2025年08月22日（星期五 ...

Core Viewpoint - Shenzhen Goodix Technology Co., Ltd. is set to hold a half-year performance briefing on August 22, 2025, to discuss its operational results and financial status for the first half of 2025, allowing investors to engage in Q&A sessions [2][3]. Group 1: Meeting Details - The investor briefing will take place on August 22, 2025, from 14:00 to 15:00 [7]. - The meeting will be conducted in an online text interaction format via the Shanghai Stock Exchange Roadshow Center [3][6]. - Investors can participate by logging into the Roadshow Center website on the day of the event [5]. Group 2: Participation and Inquiry - Investors can submit questions from August 15 to August 21, 2025, through the Roadshow Center or via the company's email [2][5]. - The company will address commonly asked questions during the briefing [3][5]. - Contact information for the Investor Relations Department is provided for further inquiries [8]. Group 3: Attendees - Key attendees include the Chairman and CEO Zhang Fan, President Liu Yuping, and several independent directors [4].