证券日报网讯瑞芯微9月9日在互动平台回答投资者提问时表示，公司SoC芯片主要应用于边缘侧、端侧 的AIoT智能硬件，产品广泛应用在汽车电子、机器视觉、机器人、工业应用、教育办公、商业金融、 消费电子、智能家居、运营商等领域，是国内AIoT产品线布局最丰富的厂商之一。公司未披露穿透至 终端下游的相关数据。 （文章来源：证券日报） ...

Group 1 - The company, Rockchip, has collaborated with several well-known domestic clients to develop various types of robotic products [2] - Information regarding the company's clients can be found in its regular reports or on its official WeChat account [2]

证券代码：603893 证券简称：瑞芯微 公告编号：2025-068 瑞芯微电子股份有限公司 关于 2022 年第二期股票期权与限制性股票激励计划 预留授予限制性股票第二期解除限售暨上市公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 4,500股。 （一）2022 年第二期股票期权与限制性股票激励计划履行的程序 1、2022 年 11 月 24 日，瑞芯微电子股份有限公司（以下简称"公司"）分 别召开第三届董事会第十七次会议和第三届监事会第十七次会议，审议通过《关 于<瑞芯微电子股份有限公司 2022 年第二期股票期权与限制性股票激励计划（草 案）>及其摘要的议案》及其相关事项的议案。公司独立董事对本次股权激励计 划相关事项发表了独立意见。监事会对本次股权激励计划相关事项进行核实并出 具了相关核查意见。 2、2022 年 12 月 13 日，公司召开 2022 年第三次临时股东大会，审议通过 《关于<瑞芯微电子股份有限公司 2022 年第 ...

瑞芯微(603893)9月9日在互动平台表示，公司产品应用方向不涉及军工，不会用在军用产品中。 ...

Core Viewpoint - The company, Rockchip (603893.SH), clarified that its product application direction does not involve military use and will not be utilized in military products [1] Group 1 - The company confirmed its commitment to non-military applications for its products [1]

格隆汇9月9日丨瑞芯微(603893.SH)在互动平台表示，公司与国内多家知名的客户合作了多种形态的机 器人产品，关于公司客户信息您可以查阅公司定期报告披露的内容或者官方微信公众号的相关资讯。 ...

Core Viewpoint - The stock of Rockchip has experienced significant fluctuations, with an 80.57% increase year-to-date, but a recent decline of 7.46% over the past five trading days [2] Group 1: Stock Performance - As of September 9, Rockchip's stock price was 197.11 yuan per share, with a market capitalization of 829.30 billion yuan [1] - The stock has seen a trading volume of 20.07 billion yuan and a turnover rate of 2.38% [1] - Year-to-date, Rockchip's stock has risen by 80.57%, with a 7.46% drop in the last five trading days [2] Group 2: Financial Performance - For the first half of 2025, Rockchip reported a revenue of 2.046 billion yuan, representing a year-on-year growth of 63.85% [2] - The net profit attributable to shareholders for the same period was 531 million yuan, showing a remarkable increase of 190.61% year-on-year [2] Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Rockchip was 64,900, a decrease of 14.75% from the previous period [2] - The average circulating shares per person increased by 17.82% to 6,480 shares [2] - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited being the fourth largest shareholder, increasing its holdings by 6.9373 million shares [3]

每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请 读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com 9月8日上午，A股三大指数走势分化，上证指数盘中上涨0.21%，医疗保健、海运、化肥农药等板块涨幅靠前，通信设备、摩托车跌幅居前。芯片科技 股震荡分化，截至10点15，芯片ETF（159995）下跌0.79%，其成分股瑞芯微上涨3.12%，豪威集团上涨2.73%，豪威集团上涨2.73%，兆易创新上涨2.64%。 然而，寒武纪-U、卓胜微等表现不佳，其涨跌幅分别是：-5.89%、-2.03%。 博通发布2025财年第三季度财报：公司第三财季营收159.5亿美元，YoY+22%，营收创纪录，得益于定制化AI加速器、网络基础设施以及VMware业务 的增长。此外，澜起科技发布2025年半年报：公司上半年实现营业收入26.33亿元，同比增长58.17%；实现归属于上市公司股东的净利润11.59亿元，同比增 长95.41%。 华金证 ...

Group 1: Overall Performance of Listed Companies - The total operating revenue of listed companies in Shanghai and Shenzhen reached 34.92 trillion yuan, with a net profit of 2.99 trillion yuan for the first half of 2025 [1] - Shenzhen companies achieved a total operating revenue of 10.24 trillion yuan, a year-on-year increase of 3.64%, and a net profit of 595.46 billion yuan, up 8.88% [1] - Shanghai companies reported operating revenue of 24.68 trillion yuan, a slight decrease of 1.3%, with a net profit of 2.39 trillion yuan, an increase of 1.1% [1] Group 2: Sector Performance - Emerging industries such as semiconductors, electronics, pharmaceuticals, and new energy are rapidly rising, while traditional industries like steel and machinery are seeking transformation [2] - The electronics sector in Shenzhen saw 253 companies generate 984.76 billion yuan in revenue, a 14.1% increase, and a net profit of 454.57 billion yuan, up 24.59% [3] - The computer industry in Shenzhen reported 501.25 billion yuan in revenue, a 13.74% increase, and a net profit of 122.85 billion yuan, up 26% [5] Group 3: R&D Investment - Shenzhen companies invested a total of 352.97 billion yuan in R&D, with significant contributions from companies like BYD and ZTE [9] - The R&D investment in strategic emerging industries in Shenzhen reached 92.46 billion yuan, a year-on-year increase of 22.36% [9] - Shanghai's R&D investment also hit a record high of 432.6 billion yuan, growing by 1% [9] Group 4: International Expansion - Over 830 manufacturing companies in Shanghai achieved overseas revenue of 1.1 trillion yuan, a 5% increase [11] - Shenzhen's strategic emerging industries reported overseas income of 434.66 billion yuan, a 23.59% increase, with a 29.22% share of total revenue [11] - Companies are diversifying their overseas markets, with significant growth in exports from firms like Huayou Cobalt and Quectel [12] Group 5: Dividend and Shareholder Returns - A total of 794 listed companies in Shanghai and Shenzhen announced mid-term dividends amounting to 643.81 billion yuan [12] - Shenzhen companies saw an 18.04% increase in the number of mid-term dividends declared, with a 49.51% increase in dividend amounts [12] - Companies are also increasing share buybacks, with Shenzhen firms announcing 230 buyback plans totaling 68.21 billion yuan [13]

Investment Rating - The report maintains an "Overweight" rating for the semiconductor sector, driven by AI and domestic substitution [4]. Core Insights - The semiconductor industry is experiencing an upward cycle, with Q2 2025 revenue and net profit showing year-on-year and quarter-on-quarter growth, benefiting from AI-driven demand and ongoing domestic substitution efforts [4][12][26]. Summary by Sections Overall Industry Performance - The semiconductor sector achieved a revenue of 318.609 billion yuan in H1 2025, a year-on-year increase of 15.54%, and a net profit of 24.159 billion yuan, up 32.41% year-on-year. In Q2 2025, revenue reached 170.023 billion yuan, growing 15.17% year-on-year and 14.43% quarter-on-quarter, with net profit at 14.825 billion yuan, reflecting a year-on-year increase of 30.91% and a quarter-on-quarter increase of 58.82% [3][12][26]. Subsector Performance 1. **Semiconductor Equipment** - The semiconductor equipment sector reported H1 2025 revenue of 38.923 billion yuan, up 30.86% year-on-year, and a net profit of 6.306 billion yuan, up 18.84% year-on-year. Q2 2025 revenue was 21.038 billion yuan, a year-on-year increase of 28.80% and a quarter-on-quarter increase of 17.62% [27][32]. 2. **Semiconductor Materials** - The semiconductor materials sector achieved H1 2025 revenue of 22.416 billion yuan, up 11.73% year-on-year, with a net profit of 1.437 billion yuan, up 8.81% year-on-year. Q2 2025 revenue was 11.762 billion yuan, reflecting a year-on-year increase of 12.20% and a quarter-on-quarter increase of 10.40% [39][43]. 3. **Digital Chips** - The digital chip sector saw H1 2025 revenue of 87.129 billion yuan, up 24.72% year-on-year, and a net profit of 9.050 billion yuan, up 35.52% year-on-year. Q2 2025 revenue was 49.163 billion yuan, a year-on-year increase of 28.68% and a quarter-on-quarter increase of 29.49% [52][60]. 4. **Analog Chips** - The analog chip sector reported H1 2025 revenue of 24.502 billion yuan, up 13.16% year-on-year, with a net profit of 5.03 billion yuan, up 280.46% year-on-year. Q2 2025 revenue was 13.582 billion yuan, reflecting a year-on-year increase of 17.66% and a quarter-on-quarter increase of 24.38% [4][39]. 5. **Semiconductor Packaging and Testing** - The semiconductor packaging and testing sector achieved H1 2025 revenue of 45.864 billion yuan, up 18.73% year-on-year, with a net profit of 1.542 billion yuan, up 3.50% year-on-year. Q2 2025 revenue was 23.967 billion yuan, a year-on-year increase of 14.28% and a quarter-on-quarter increase of 9.46% [4][39]. 6. **Integrated Circuit Manufacturing** - The integrated circuit manufacturing sector reported H1 2025 revenue of 55.129 billion yuan, up 19.37% year-on-year, with a net profit of 2.814 billion yuan, up 44.65% year-on-year. Q2 2025 revenue was 27.857 billion yuan, reflecting a year-on-year increase of 16.14% and a quarter-on-quarter increase of 2.14% [4][39].