公司摊薄每股收益为1.69元，在已披露的同业公司中排名第6，较去年同报告期摊薄每股收益增加0.39元，实现3年连续上涨，同比较去年同期上涨30.36%。 公司最新总资产周转率为0.42次，在已披露的同业公司中排名第8，较去年同期总资产周转率增加0.02次，实现3年连续上涨，同比较去年同期上涨4.40%。 最新存货周转率为1.37次，在已披露的同业公司中排名第54。 公司股东户数为1.61万户，前十大股东持股数量为8170.69万股，占总股本比例为52.14%，前十大股东持股情况如下： | 序号 | 股东名称 | 持股 | | --- | --- | --- | | T | 樂鑫(香港)投資有限公司 | 40.0 | | 2 | 香港中央结算有限公司 | 3.31 | | 3 | 上海睿郡资产管理有限公司-睿郡有孚1号私募证券投资基金 | 1.50 | | ব | 中信证券股份有限公司-嘉实上证科创板芯片交易型开放式指数证券投资基金 | 1.43 | | 5 | 上海睿郡资产管理有限公司-睿郡有孚3号私募证券投资基金 | 1.23 | | 6 | Shinvest Holding Ltd. | 1.21 | | ...

August 28, 2025 01:40 PM GMT Espressif Systems | Asia Pacific China BEST Conference Takeaways Key highlights: | M | | Update | | --- | --- | --- | | August 28, 2025 01:40 PM GMT | | | | Espressif Systems Asia Pacific | Morgan Stanley Taiwan Limited+ Daniel Yen, CFA | | | | Equity Analyst | | | China BEST Conference | Daniel.Yen@morganstanley.com | +886 2 2730-2863 | | | Charlie Chan | | | | Equity Analyst | | | | Charlie.Chan@morganstanley.com | +886 2 2730-1725 | Morgan Stanley Asia Limited+ Daisy Dai, CFA ...

格隆汇8月29日丨乐鑫科技(688018.SH)发布中报，2025上半年实现营业总收入12.46亿元，同比增长 35.35%；归属母公司股东净利润2.61亿元，同比增长72.29%；基本每股收益为1.6868元。 ...

Core Viewpoint - Lexin Technology (688018.SH) reported strong financial performance for the first half of 2025, with significant growth in both revenue and net profit [1] Financial Performance - The company achieved operating revenue of 1.246 billion yuan, representing a year-on-year increase of 35.35% [1] - The net profit attributable to shareholders of the listed company was 261 million yuan, reflecting a year-on-year growth of 72.29% [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 239 million yuan, which is a year-on-year increase of 64.22% [1] - Basic earnings per share were reported at 1.6868 yuan [1]

Core Viewpoint - The report highlights the significant growth in revenue and profit for Espressif Systems, driven by increasing digitalization and smart technology adoption across various sectors, particularly in the IoT and smart home markets [5][11][12]. Company Overview and Financial Metrics - Espressif Systems, a leading player in the IoT semiconductor market, reported a revenue of approximately 1.25 billion RMB for the first half of 2025, marking a 35.35% increase compared to the same period last year [6][7]. - The total profit for the period reached approximately 261 million RMB, reflecting an 83.30% year-on-year growth [6][7]. - The net profit attributable to shareholders was approximately 261 million RMB, a 72.29% increase from the previous year [6][7]. - The company's net assets increased by 13.08% to approximately 2.43 billion RMB, while total assets grew by 21.45% to approximately 3.22 billion RMB [6][7]. Industry Context - The global semiconductor market is experiencing robust growth, with a projected market size of 346 billion USD in the first half of 2025, representing an 18.9% year-on-year increase [10]. - The SoC (System on Chip) market is expected to reach 269.83 billion USD by 2032, with a compound annual growth rate (CAGR) of 9.4% [10]. - The IoT market is projected to reach 1,059 billion USD by 2025, growing at a CAGR of 10.17% from 2025 to 2029 [11]. - The smart home market is anticipated to generate revenues of 162.27 billion USD by 2025, with a CAGR of 27.11% over the next decade [12]. Product and Market Position - Espressif Systems holds a leading position in the Wi-Fi MCU market, ranking first in global shipments within this segment and fifth overall in the broader Wi-Fi market [12]. - The company is focusing on expanding its product offerings beyond IoT devices, targeting new markets and applications, including high-speed data transmission and advanced SoC solutions [12]. - The integration of AI and IoT technologies is expected to enhance the functionality and market appeal of Espressif's products, aligning with industry trends towards smarter, more connected devices [11][12].

Core Viewpoint - The report highlights significant growth in the financial performance of Espressif Systems, with notable increases in revenue and profit margins for the first half of 2025 compared to the previous year [1]. Financial Performance - Total assets reached approximately CNY 3.22 billion, an increase of 21.45% from the previous year [1]. - Net assets attributable to shareholders increased by 13.08% to approximately CNY 2.43 billion [1]. - Revenue for the period was approximately CNY 1.25 billion, reflecting a year-on-year growth of 35.35% [1]. - Total profit amounted to approximately CNY 260.81 million, up 83.30% compared to the previous year [1]. - Net profit attributable to shareholders was approximately CNY 261.26 million, representing a 72.29% increase [1]. - The net cash flow from operating activities was approximately CNY 114.42 million, a significant recovery from a negative cash flow of CNY -25.68 million in the previous year [1]. Earnings Metrics - The weighted average return on equity increased to 11.30%, up from 7.91%, indicating improved profitability [1]. - Basic earnings per share rose to CNY 1.6868, compared to CNY 1.2940 in the previous year [2]. Research and Development - Research and development expenses accounted for 21.54% of revenue, a decrease of 2.22 percentage points from the previous year [2]. Shareholder Information - The total number of shareholders as of the report date was 16,100 [2]. - The largest shareholder, Espressif (Hong Kong) Investment Limited, holds 40.06% of the shares [2].

Group 1 - The board meeting of Lexin Technology was held on August 29, 2025, with all 7 directors present, and the meeting was chaired by TEO SWEE ANN [1] - The board approved the 2025 semi-annual report, confirming that the report's preparation and review processes complied with relevant laws and internal regulations, and that the information disclosed was true, accurate, and complete [1][2] - The board also approved the semi-annual evaluation report of the company's annual quality improvement and efficiency enhancement action plan, with independent directors expressing clear agreement on the matter [2] Group 2 - The voting results for the semi-annual report were unanimous, with 7 votes in favor, 0 against, and 0 abstentions [2] - The independent directors reviewed the financial information in the semi-annual report and provided explicit consent [2]

乐鑫芯片产品矩阵 乐鑫信息科技（上海）股份有限公司 关于公司 2025 年度提质增效重回报专项行动方案的 半年度评估报告 为彰显"以投资者为本"的发展理念，并坚守维护股东利益的承诺，乐鑫科技 基于对未来发展的坚定信心、对企业价值的深刻认识以及对社会责任的认真履行， 于 2025 年 3 月 22 日发布了《关于"2025 年提质增效重回报"行动方案》，以维护 股价稳定性和塑造积极的市场形象，现将行动方案进展半年度评估情况公告如下： 一、聚焦经营主业，深耕 AIoT 芯片设计 乐鑫科技是物联网领域的专业芯片设计企业及整体解决方案供应商，公司以 "处理+连接"为方向，为用户提供 AIoT SoC 及其软件，现已发展成为一家物联网 技术生态型公司。2025 年上半年，公司实现营业收入 12.46 亿元，较 2024 年同 比增加 35.35%；归属于上市公司股东的净利润 26,126.22 万元，同比增加 72.29%； 归属于上市公司股东的扣除非经常性损益的净利润 23,923.76 万元，同比增加 64.22%。 随着 AI 技术的推出与发展，各行各业数字化与智能化渗透率将迎来显著提 升，"万物互联"向"万物智 ...

ESPRESSIF SYSTEMS 2025 Q2 & HALF-YEAR REPORT CONTENTS ESPRESSIF SYSTEMS 2025 Q2 & HALF-YEAR REPORT Contents | About Espressif | 03 | | --- | --- | | Core Competitiveness | 04 | | Core Technologies | 05 | | Edge-Cloud AI | 06 | | Business Highlights | 07 | | Key Financial Data | 07 | | Key Financial Indicators | 07 | | Financial Analysis | 08 | | Management Report | 09 | | Business Strategy | 09 | | Key Products - IoT Chips | 10 | | Key Products - Chip Matrix | 11 | | Key Products - M5Stack DevKits | 12 | | ...

证券代码：688018 证券简称：乐鑫科技 公告编号：2025-065 乐鑫信息科技（上海）股份有限公司 关于参加 2025 年半年度科创板芯片设计行业 集体业绩说明会的公告 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： （一）会议召开时间：2025 年 09 月 08 日（星期一）15:00-17:00 （二）会议召开地点：上海证券交易所上证路演中心（网址： http://roadshow.sseinfo.com/） （三）会议召开方式：上证路演中心网络互动 https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 09 月 01 日（星期一）至 09 月 05 日（星期 五）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目、在 "乐鑫董办"微信公众号最新推文底部留言栏留言/后台私信或通过 公司邮箱 ir@espressif.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。 乐鑫信息科技（上海）股份有限公司（以 ...