瑞芯微电子股份有限公司发布2025年半年度报告摘要。报告显示，本报告期末总资产达5,009,897,624.47 元，较上年度末增长17.44%；归属于上市公司股东的净资产为3,956,603,500.73元，同比增长11.58%。 本报告期内，营业收入2,045,843,090.62元，同比大增63.85%；利润总额579,616,557.03元，同比增长 218.92%；归属于上市公司股东的净利润531,146,082.91元，同比增长190.61%。公司董事会、监事会等 保证报告内容真实准确完整，本报告未经审计，且无利润分配预案或公积金转增股本预案。此外，还公 布了前10名股东持股情况等信息。 ...

来源：新浪基金∞工作室 8月18日，集成电路ETF（562820）开盘涨0.98%，报1.846元。集成电路ETF（562820）重仓股方面，中 芯国际开盘涨1.81%，海光信息涨0.74%，寒武纪涨2.88%，豪威集团涨0.36%，澜起科技涨0.02%，兆易 创新涨0.35%，长电科技涨2.34%，紫光国微涨0.75%，芯原股份涨2.69%，瑞芯微涨0.00%。 集成电路ETF（562820）业绩比较基准为中证全指集成电路指数收益率，管理人为嘉实基金管理有限公 司，基金经理为田光远，成立（2024-04-12）以来回报为83.07%，近一个月回报为14.53%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 ...

Group 1 - The core point of the article is that Rockchip Electronics Co., Ltd. has applied for a patent related to a method for initial system startup operation, which includes accessing a memory management unit page table and enabling high-speed data caching [1] - The patent application was filed on April 2025, and the publication number is CN120492041A [1] - The company is based in Fuzhou and was established in 2001, primarily engaged in software and information technology services [1] Group 2 - Rockchip Electronics has a registered capital of 417.928 million RMB [1] - The company has made investments in 5 enterprises and participated in 18 bidding projects [1] - Rockchip holds 1230 patent information entries and has 57 trademark information entries [1]

Group 1 - The company, Rockchip, announced that it will hold a semi-annual performance briefing for 2025 on August 22, 2025, from 15:00 to 16:00 at the Shanghai Stock Exchange Roadshow Center [2] - The meeting will be conducted in an interactive text format online [2] - Key attendees will include the company's board members and relevant staff, such as the CFO and independent directors [2]

Core Viewpoint - The Integrated Circuit ETF (159546) opened with a slight decline of 0.21%, indicating a mixed performance in the semiconductor sector [1] Group 1: ETF Performance - The Integrated Circuit ETF (159546) opened at 1.446 yuan [1] - Since its establishment on October 11, 2023, the fund has achieved a return of 45.49% [1] - The fund's return over the past month is reported at 12.16% [1] Group 2: Major Holdings Performance - Major holdings in the ETF include: - SMIC (中芯国际) down 0.51% [1] - Haiguang Information (海光信息) down 1.61% [1] - Cambrian (寒武纪) down 2.74% [1] - OmniVision (豪威集团) down 0.68% [1] - Lattice Semiconductor (澜起科技) up 1.15% [1] - GigaDevice (兆易创新) down 0.83% [1] - JCET (长电科技) down 0.43% [1] - Unisoc (紫光国微) down 0.16% [1] - Chipone (芯原股份) down 0.47% [1] - Rockchip (瑞芯微) down 0.89% [1]

Core Viewpoint - The company, Rockchip Electronics Co., Ltd., will hold a half-year performance briefing on August 22, 2025, to discuss its operational results and financial status for the first half of 2025, addressing common investor concerns [2][3][4]. Group 1: Meeting Details - The meeting is scheduled for August 22, 2025, from 15:00 to 16:00 [4]. - It will take place at the Shanghai Stock Exchange Roadshow Center, accessible online [4]. - The format will be an interactive text-based session, allowing for real-time communication with investors [3][5]. Group 2: Participation Information - Investors can participate by logging into the Shanghai Stock Exchange Roadshow Center on the meeting day [5]. - Questions can be submitted from August 15 to August 21, 2025, through the Roadshow Center's website or via the company's email [5][6]. - The company will respond to questions regarding its operational results and financial conditions during the briefing [3][5]. Group 3: Contact Information - The contact for inquiries is the company's Securities Investment Department, reachable at phone number 0591-86252506 and email ir@rock-chips.com [6][7].

证券代码：603893 证券简称：瑞芯微 公告编号：2025-060 瑞芯微电子股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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。 重要内容提示： 会议召开时间：2025 年 8 月 22 日（星期五）下午 15:00-16:00 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/） （一）会议召开时间：2025 年 8 月 22 日（星期五）下午 15:00-16:00 （二）会议召开地点：上证路演中心（网址：https://roadshow.sseinfo.com/） （三）会议召开方式：上证路演中心网络文字互动 1 三、参加人员 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 8 月 15 日（星期五）至 8 月 21 日（星期四）下午 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@rock-chips.com ...

Core Viewpoint - The artificial intelligence (AI) sector is experiencing significant growth, as evidenced by the strong performance of the China Securities Artificial Intelligence Industry Index and related ETFs, indicating a bullish market sentiment towards AI investments [1][3][4]. Market Performance - As of August 14, 2025, the China Securities Artificial Intelligence Industry Index rose by 1.49%, with notable gains from individual stocks such as Cambricon (12.33%) and Hearta (10cm limit up) [1]. - The AI ETF (515980) increased by 1.32%, achieving a nearly 8.52% rise over the past week [1][3]. - The AI ETF's trading volume reached 1.73 billion yuan, with a weekly average trading volume of 2.84 billion yuan [3]. ETF Characteristics - The AI ETF closely tracks the China Securities Artificial Intelligence Industry Index, which is designed to provide a comprehensive and balanced exposure to 50 high-growth AI stocks [3]. - The index uniquely balances infrastructure (50%) and application layers (50%), covering the entire AI industry chain and aligning with domestic AI application trends [3][4]. Investment Strategy - Recent reports suggest focusing on three main investment lines within the AI sector: 1. Core components such as domestic computing power and high-end chips [4]. 2. Leading companies in overseas computing infrastructure and AI subscription models [4]. 3. AI application leaders with monetization capabilities [4]. Index Performance - Since the upgrade of the artificial intelligence industry index on July 29, 2025, it has risen by 13.1%, outperforming a simple market-cap weighted index by 3.9% [7]. - Year-to-date, the AI index has increased by 35.7%, exceeding the simple market-cap weighted index by 7.1% [7]. - The index includes sectors with verified growth potential, such as AIGC applications and domestic computing, each holding a weight of 20%-25% [7]. Investment Options - Investors can consider the HuaFu AI ETF linked funds (Class A 008020, Class C 008021) to gain exposure to high-growth potential companies in the AI sector [7].

Group 1 - The AI chip sector is leading the market with an increase of 2.26% [1] - Companies such as Cambricon Technologies saw a rise of 4.25%, while Haiguang Information increased by 4.19% [1] - Youbuxun experienced a growth of 2.79%, and both Rockchip and Ropute rose by over 2% [1]

当汽车、光伏等行业相继召开座谈会，明确指向产业的无序竞争时，作为战略性新兴产业的半导体，却 尚未公开传来类似"反内卷"的行业呼声。 表面的"沉默"，并非意味着风平浪静。智通财经记者在与多位业内人士和分析机构交流后发现，国产半 导体产业正面临一种特殊的"非典型内卷"。它并非传统意义上的全面产能过剩，而是一种结构性失衡： 真正技术过关的优质产能供不应求，而一些低水平、同质化的无效产能却在加剧市场的竞争过剩。 内卷的"浅水区"与紧缺的优质产能 中国半导体产业的扩张速度，数据可以直观体现。 国际半导体产业协会(SEMI)数据显示，2024年中国大陆芯片制造商产能增长15%，达每月885万片晶 圆。这一增长得益于18座新建半导体晶圆厂的投产，推动全球同年产能扩张6%。同时，根据TrendForce 调查，受国产化浪潮影响，2025年国内晶圆代工厂将成为成熟制程增量主力，预估2025年全球前十大成 熟制程代工厂的产能将提升6%，但价格走势将受压制。 在此情况下，天通股份(600330.SH)甚至在投资者平台公开表示，"由于碳化硅市场出现内卷局面，公司 暂停该项目。" 破局之路：从价格战转向"技术定义" 面对低水平竞争的困 ...