站在2026年的新坐标回望，中国端侧AI芯片产业已从普惠性的高速增长阶段迈入结构性分化的深水区。这一年，资本市场成为 战略转型引擎，企业通过港股IPO、并购整合与产业基金，加速从技术单点突破转向系统生态构建。技术创新呈现先进制程攻坚 与架构创新突破双轨并行，6nm等先进制程芯片规模商用与存内计算等新范式共促产业升维。市场格局在AIoT领域强者恒强的 同时，机器人等细分赛道已由本土企业主导，全球化进程正从产品出海深化为技术与标准输出。 展望今年，行业将迎来从量的积累到质的飞跃的关键转折。技术演进将聚焦于系统级优化，算力分层、先进封装（Chiplet）及 多模态大模型端侧落地构成核心趋势；AI眼镜、智能汽车、工业医疗三大场景有望集中爆发，驱动市场扩容。竞争本质已升维 为芯片+算法+场景的生态之战，头部集中度将持续提升。与此同时，供应链安全、研发投入平衡、专利标准壁垒等挑战依然严 峻。未来属于那些能实现全栈式系统优化、并构建深厚生态护城河的企业，中国芯片产业正蓄力从国产替代迈向全球引领的新 征程。 2025年回顾：从高速增长到结构分化，行业进入深水区 产业整体从高速增长向结构分化的深刻演进，其背后的核心驱动首先在资 ...

证券日报网讯2月24日，瑞芯微（603893）在互动平台回答投资者提问时表示，公司RK3588、RK182X 等多款芯片适合个人部署OpenClaw等AIAgent应用产品，当前已有基于公司RK3588并调用云端大模型 的AIAgent应用解决方案。同时，公司协处理器RK182X具备大算力、高带宽优势，支持各类智能终端 设备在本地部署大模型并快速获得端侧AIAgent能力，能够更好地满足用户数据隐私安全、低延时响应 等需求，实现自主操作和多任务处理。 ...

证券日报网讯2月24日，瑞芯微（603893）在互动平台回答投资者提问时表示，公司2024年度境外收入 占比48.4%，未披露具体细分地区的相关数据。公司海外市场业务主要通过国内客户终端产品间接出 口，对海外市场的直销较少。 ...

格隆汇2月24日丨瑞芯微(603893.SH)在投资者互动平台表示，公司RK3588、RK182X等多款芯片适合个 人部署OpenClaw等AI Agent应用产品，当前已有基于公司RK3588并调用云端大模型的AI Agent应用解 决方案。同时，公司协处理器RK182X具备大算力、高带宽优势，支持各类智能终端设备在本地部署大 模型并快速获得端侧AI Agent能力，能够更好地满足用户数据隐私安全、低延时响应等需求，实现自主 操作和多任务处理。 ...

2026年央视马年春晚，既是全民文化盛宴，更是全球芯片产业的"实战大阅兵"。从舞台机器人到幕后转播，从主分会场联动到终端呈现，每一处科技亮点 都离不开芯片支撑，集中展示了国内外顶尖芯片企业实力，彰显中国芯片从"可用"到"好用"的突破。 舞台C位：四家人形机器人的"芯脏对决"（8家芯片企业护航） 魔法原子、银河通用、宇树科技、松延动力四台机器人集体亮相春晚，其流畅动作与精准交互均由底层芯片调控，8家芯片企业构成这些"科技演员"的核 心支撑。 （一）魔法原子MagicBot Z1：国产化芯片的纯血展示 该机器人亮相歌曲《智造未来》，核心芯片实现100%国产化。 全志科技 ：提供主控SoC芯片，承担机器人整体调度、运动规划与指令分发，保障舞蹈动作精准同步。 芯联集成 ：与魔法原子联合研发高集成电驱控芯片，并代工传感器模组与伺服驱动芯片，直接决定机器人关节响应速度与动作流畅度。 （二）银河通用Galbot G1：高算力芯片支撑AI交互 英伟达（NVIDIA） ：搭载AGX Orin 64GB版本芯片，算力达275 TOPS，支撑大模型驱动的复杂交互，适配其算法高算力需求。 （三）宇树科技Unitree H1：多芯片适 ...

Core Insights - Fujian's economy is characterized by a vibrant private sector, high degree of outward orientation, and strong industrial resilience, with notable companies like CATL and Fuyao Glass leading the market [1] - The recent ESG-V rating by Jinan Jinxin highlights the transformation of market advantages into sustainable governance and long-term value for Fujian companies [1] ESG-V Rating Overview - Three companies, Ruixin Microelectronics, Yilian Network, and Gibit, achieved the highest AAA rating, representing the leading tier in Fujian's ESG-V landscape [2] - These AAA-rated companies are concentrated in the technology and digital economy sectors, indicating that long-term capital recognition is awarded to firms that integrate technological advantages with governance and value realization [2] Value Realization in Manufacturing - The AA tier includes a diverse range of companies from sectors such as power batteries, automotive parts, biomedicine, and food consumption, showcasing strong value realization capabilities [3] - Notable companies like CATL and Fuyao Glass demonstrate robust profitability and clear capital return structures, making them attractive investment opportunities [3] Social Responsibility as a Core Value - High ratings in the social dimension (S) are a common highlight among Fujian-listed companies, reflecting a deep-rooted "Min business culture" that emphasizes reputation, employee care, and community support [4] - This cultural foundation has evolved into a modern social responsibility management system, leading to superior performance in employee rights, product quality, and data privacy [4] Environmental Performance and Green Transition - Fujian companies excel in governance (G) and value (V) dimensions, but environmental (E) performance shows significant variation [5] - Companies with resource-intensive operations, such as Zijin Mining and Xiamen Tungsten, face challenges in meeting environmental standards, while firms in the environmental sector, like Longjing Environmental Protection, are emerging as leaders [5] Investment Implications - The ESG-V rankings reveal that social responsibility translates into trust premiums, which are crucial for building brand loyalty and stable cash flows [6] - Strong governance structures are essential for navigating market fluctuations, while environmental performance will increasingly differentiate competitive advantages in the future [7] - The challenge for Fujian lies in balancing excellence across all ESG dimensions to achieve sustainable development without sacrificing business efficiency [7]

Core Viewpoint - The semiconductor industry is expected to recover in 2025, with significant revenue growth driven by rising storage prices and increasing demand from data centers, leading to improved performance for major chip manufacturers [3][4]. Group 1: Semiconductor Sales and Growth - Global semiconductor sales are projected to reach $791.7 billion in 2025, a 25.6% increase from $630.5 billion in 2024, with further growth expected towards $1 trillion in 2026 [3]. - The recovery is attributed to strong demand from emerging technologies such as AI, IoT, 6G, and autonomous driving [3]. Group 2: Chip Design and IDM - Texas Instruments (TI) is expected to achieve approximately $17.68 billion in revenue for 2025, reflecting a 13% year-over-year growth, with significant contributions from industrial and automotive sectors [6]. - STMicroelectronics (ST) anticipates a revenue decline of 11% to around $11.8 billion, with Q4 showing slight improvement driven by personal electronics [8]. - NXP's revenue is projected at $12.27 billion, down 3%, with automotive and industrial sectors remaining stable [10]. - Renesas reported a revenue drop of 2% to 1.3212 trillion yen, marking its first loss in six years due to significant impairment losses [12]. - Microchip Technology expects growth in both year-over-year and quarter-over-quarter sales, with a projected revenue of $1.186 billion for Q3 2026 [12]. - Qorvo's revenue exceeded expectations at $993 million, with an 8.4% year-over-year increase [12]. - Infineon's revenue is projected at €14.662 billion, down 2%, but with strong demand in AI driving growth [14]. Group 3: Memory Chips - Samsung's revenue is expected to reach 333.6059 trillion won (approximately $233.8 billion), a 10.9% increase, with the semiconductor division achieving 130.1 trillion won in revenue [29]. - SK Hynix anticipates a record revenue of 97.15 trillion won (approximately $681.6 billion), a 47% increase year-over-year [31]. - Micron's revenue is projected to rise from $25.11 billion to $37.38 billion, with HBM chip capacity sold out for 2026 [33]. - GigaDevice expects a revenue increase of approximately 25% to 9.203 billion yuan [35]. Group 4: Wafer Foundry - TSMC's revenue is projected to reach approximately 3.8 trillion new Taiwan dollars (around $122.42 billion), a 31.6% increase, with advanced processes contributing significantly [47]. - UMC expects a slight revenue increase of 2.3% to 237.55 billion new Taiwan dollars, with a focus on mature process technologies [49]. - SMIC anticipates a record revenue of $9.3268 billion, a 16.2% increase, with improved profitability driven by increased wafer sales [51]. Group 5: Testing and Packaging - ASE Group's revenue is expected to reach 645.388 billion new Taiwan dollars, an 8.4% increase, with advanced packaging services contributing significantly [57]. - Amkor's revenue is projected at $6.71 billion, a 6% increase, with strong performance in advanced packaging and computing business [59]. Group 6: Equipment - ASML's total net sales are expected to reach €32.667 billion, a 15.6% increase, with a record order backlog reflecting strong demand for AI-related technologies [61]. - Lam Research anticipates a record year with significant growth driven by advanced process technologies [63]. Group 7: Distribution - WPG Holdings expects a revenue of 999.12 billion new Taiwan dollars, a 13.4% increase, driven by AI and high-performance computing demand [66]. - WPG's revenue is projected to exceed 1 trillion new Taiwan dollars, marking a significant milestone [68].

证券代码：603893 证券简称：瑞芯微 公告编号：2026-005 瑞芯微电子股份有限公司 关于股东无偿捐赠部分公司股份完成过户的 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法律责任。 证券代码：603893 证券简称：瑞芯微 公告编号：2026-007 一、捐赠情况概述 2025年12月26日，瑞芯微电子股份有限公司（以下简称"公司"或"瑞芯微"）股东励民先生与福州一中教 育发展基金会签订《捐赠协议书》。具体内容详见公司于《上海证券报》《证券日报》《中国证券报》 《证券时报》及上海证券交易所网站（www.sse.com.cn）披露的《瑞芯微电子股份有限公司关于股东无 偿捐赠部分公司股份的公告》（公告编号：2025-083）。 二、捐赠进展情况 近日，励民先生与福州一中教育发展基金会通过非交易过户的方式完成了175,000股瑞芯微股份的过户 登记手续，并于2026年2月12日收到中国证券登记结算有限责任公司出具的《证券过户登记确认书》。 三、其他相关说明 本次捐赠事项不会导致公司控制权发生变化，不会对公司治理结构、持续经营产 ...

为顺利完成工商登记程序，结合公司实际经营管理需要，瑞芯微董事会决定明确"董事长为公司法定代 表人。董事长辞任的，视为同时辞去法定代表人"，并授权公司管理层及其授权人士办理相关工商登记 备案手续，最终结果将以福州市市场监督管理局核准登记为准。 此次法定代表人的明确，有助于规范公司治理结构，确保工商登记事项的顺利完成，为公司后续经营管 理提供了制度保障。 点击查看公告原文>> 2026年2月13日，瑞芯微电子股份有限公司（证券代码：603893，证券简称：瑞芯微）发布公告称，公 司第四届董事会第十次会议审议通过《关于确认法定代表人的议案》，正式确认"董事长为公司法定代 表人"，以解决工商登记过程中遇到的登记选项争议问题。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，不代表新浪财经观 点，任何在本文出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑 问，请联系biz@staff.sina.com.cn。 公告显示，瑞芯微于2025年12月24日召开的2025年第二次临时股东大会已审议通过《关于取消监事会并 修订 <公司章程> 的议案》，并授权管理层办理相关变更 ...

Core Viewpoint - The company, Rockchip (瑞芯微), emphasizes the compatibility of its AIoT SoC chips with various operating systems, which supports the expansion of applications across different product fields and facilitates secondary development [1] Group 1 - The AIoT SoC chips are designed to adapt to various extended versions of Linux, as well as Android, RTOS, AAOS, and multiple domestic operating systems [1] - This adaptability is beneficial for different application areas within the AIoT industry [1]