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 ...

证券代码：688018 证券简称：乐鑫科技 公告编号：2025-064 乐鑫信息科技（上海）股份有限公司 第三届董事会第九次会议决议公告 一、董事会会议召开情况 乐鑫信息科技（上海）股份有限公司（以下简称"乐鑫科技"或"公司"） 第 三届董事会第九次会议（以下简称"本次会议"）于 2025 年 8 月 29 日在公司 304 会议室以现场方式召开。本次会议的通知于 2025 年 8 月 19 日通过电话及邮件方 式送达全体董事。会议应出席董事 7 人，实际到会董事 7 人，会议由公司董事长 TEO SWEE ANN 张瑞安主持，高级管理人员邵静博列席。会议的召集和召开程 序符合有关法律、行政法规、部门规章、规范性文件和公司章程的规定，会议决 议合法、有效。 二、董事会会议审议情况 本次会议由公司董事长 TEO SWEE ANN 张瑞安主持，经全体董事表决，形 成决议如下： （一）审议通过《关于审议<2025 年半年度报告>及摘要的议案》 经审核，董事会认为公司 2025 年半年度报告的编制和审议程序符合相关法 律法规及公司章程等内部规章制度的规定；公司 2025 年半年度报告的内容与格 式符合相关规定，公允地 ...

Financial Performance - The company reported a revenue of RMB 1.2 billion for the first half of 2025, representing a year-over-year increase of 15%[1]. - Revenue for the first half of the year reached CNY 1,245,540,795.98, representing a 35.35% increase compared to CNY 920,212,266.02 in the same period last year[21]. - Total profit for the period was CNY 260,809,966.77, an increase of 83.30% from CNY 142,283,991.40 year-over-year[21]. - Net profit attributable to shareholders was CNY 261,262,177.23, up 72.29% from CNY 151,642,463.88 in the previous year[21]. - Operating revenue for the period was CNY 1.24554 billion, up CNY 325.33 million, reflecting a year-on-year increase of 35.35%[24]. - The comprehensive gross profit margin increased by 2.00 percentage points, with total gross profit amounting to CNY 563.04 million, a year-on-year increase of 41.65%[24]. - The net profit attributable to shareholders of the listed company for the current period is RMB 261,262,177.23, an increase of 72.4% compared to RMB 151,642,463.88 in the same period last year[39]. - The net profit excluding share-based payment impact is RMB 280,052,681.95, reflecting a 67.71% increase from RMB 166,973,653.55 year-on-year[39][40]. Research and Development - Research and development expenses increased by 25% to RMB 300 million, focusing on AI and IoT technologies[1]. - Research and development expenses totaled CNY 268.24 million, an increase of CNY 49.56 million, representing a year-on-year growth of 22.66%[25]. - The number of R&D personnel increased by 13.49% to 589, reflecting the company's commitment to expanding its R&D capabilities[25]. - The company achieved a total R&D investment of approximately ¥268.24 million, representing a year-over-year increase of 22.66% compared to ¥218.68 million in the previous year[101]. - The company is currently working on multiple projects, including the ESP-IDF 5X with a total investment of ¥25 million, which has already completed its development phase[105]. Market Expansion - The company is expanding its market presence in Southeast Asia, with a projected market share increase of 5% by the end of 2025[1]. - The company aims to expand its market beyond IoT devices, targeting a market capacity increase of 2.5 times in non-mobile sectors[48]. - Market expansion efforts include entering H regions, which are projected to increase market share by I% over the next year[153]. Product Development - New product launches included the ESP32-S3 chip, which has seen a 30% increase in demand since its release[1]. - The company has developed a diverse product matrix, including over 300 SKUs, to support various IoT applications in industrial, educational, and developer markets[62]. - The company has launched the EchoEar AI development kit, which provides a one-stop development process for developers, enhancing user interaction through features like emotion recognition and long memory capabilities[51]. - The ESP32-S3 chip has introduced vector instructions for AI applications, enabling high-performance image recognition and voice wake-up functionalities[59]. - The company plans to mass-produce its first Wi-Fi 6E wireless communication chip in the second half of 2025, marking a new breakthrough in high-performance wireless communication[61]. Financial Position - Total assets rose to CNY 3,217,701,484.47, marking a 21.45% increase from CNY 2,649,465,358.38 at the end of the previous year[21]. - Net assets attributable to shareholders increased to CNY 2,431,189,203.14, a growth of 13.08% from CNY 2,149,974,683.07 at the end of the previous year[21]. - The company’s total liabilities as of June 30, 2025, were not specified but are critical for assessing financial health[183]. - Total liabilities increased to ¥755.34 billion in 2025 from ¥470.10 billion in 2024, representing a growth of 60.73%[185]. Risks and Challenges - The company has identified potential risks related to supply chain disruptions, which may impact future performance[1]. - The company has identified risks related to performance decline due to potential macroeconomic downturns affecting downstream demand[108]. - The company faces risks from rising raw material prices due to supply chain delays and inflationary pressures[115]. Shareholder Information - The total number of ordinary shareholders as of the end of the reporting period is 16,100[169]. - The largest shareholder, Lexin (Hong Kong) Investment Limited, holds 62,777,599 shares, representing 40.06% of the total shares[172]. - The company distributed cash dividends of 66,753,437.40 RMB, amounting to 6 RMB per 10 shares, and capitalized 4 shares for every 10 shares held[166]. Corporate Governance - The company has committed to transparency regarding any unfulfilled promises, ensuring accountability to investors[154]. - The company will ensure compliance with all regulatory requirements and accept supervision from regulatory bodies and the public[148]. - The company will publicly disclose the status of commitments related to share buybacks and compensation in its periodic reports[149].

资料显示，乐鑫信息科技(上海)股份有限公司位于中国(上海)自由贸易试验区碧波路690号2号楼204室， 成立日期2008年4月29日，上市日期2019年7月22日，公司主营业务涉及集成电路产品的研发设计和销 售。主营业务收入构成为：模组及开60.20%，芯片39.02%，其他0.78%。 从基金十大重仓股角度 数据显示，南方基金旗下1只基金重仓乐鑫科技。南方上证科创板100ETF联接A（020683）二季度持有 股数99股，占基金净值比例为0.01%，位居第二大重仓股。根据测算，今日浮亏损失约1265.22元。 南方上证科创板100ETF联接A（020683）成立日期2024年6月24日，最新规模7683.13万。今年以来收益 44.53%，同类排名407/4222；近一年收益100.95%，同类排名315/3776；成立以来收益87.33%。 8月29日，乐鑫科技跌5.73%，截至发稿，报210.10元/股，成交3.49亿元，换手率1.04%，总市值329.23 亿元。 南方上证科创板100ETF联接A（020683）基金经理为朱恒红。 截至发稿，朱恒红累计任职时间4年249天，现任基金资产总规模245.5 ...

Group 1: Stock Performance - Fudan Microelectronics, Cambricon, and Amlogic showed the best performance with daily increases of 5.7%, 5.31%, and 4.45% respectively [1] - Lattice Semiconductor, Hehe Information, and Newpoint Software had weaker performances with daily declines of 0.84%, 0.18%, and 0.1% respectively [1] - The Huabao Sci-Tech AI ETF (589520) passively tracks the Sci-Tech AI Index (950180), which saw a daily increase of 2.76% [1] Group 2: Industry Developments - On August 25, 2025, a trillion-yuan industrial mother fund launched 26 sub-funds focusing on supporting the development of integrated circuits [2] - On August 26, new companies in the integrated circuit sector were established by New Unisplendour Group, Sinda Semiconductor, and Cambricon to promote collaborative innovation in the industry chain [2] - On August 27, SK Hynix announced the mass production of the world's first 321-layer QLC NAND flash memory, marking a breakthrough in storage technology [2] Group 3: Semiconductor Industry Trends - The semiconductor industry is experiencing growth driven by new technologies in automotive electronics, renewable energy, IoT, big data, and AI [2] - The push for domestic production is increasing due to US-China trade tensions, highlighting the importance of supply chain security and self-sufficiency in semiconductor manufacturing [2] - The domestic wafer manufacturing and supporting industries are accelerating their development, with expectations for significant breakthroughs in domestic chip supply [2] Group 4: ETF Insights - The Huabao Sci-Tech AI ETF (589520) saw a price increase of over 3.9% on August 28, with a trading volume exceeding 100 million yuan and a total fund size of 594 million yuan [3] - The ETF is characterized by high elasticity, with a 20% fluctuation limit and a strong offensive nature, as nearly 70% of its top ten holdings are in the semiconductor sector [5] - The ETF's holdings are positioned to benefit from the acceleration of AI integration in edge computing and software [5]

8月27日乐鑫科技(688018)收盘价219.99元，收盘上涨17.33%，全天换手率8.02%，振幅16.57%，成交额27.18亿元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 证券时报•数据宝统计显示，上榜的前五大买卖营业部合计成交7.60亿元， 其中，买入成交额为4.26亿元，卖出成交额为3.34亿元，合计净买入9251.44万元。具体来看，8月27日上榜的前 资金流向方面，该股8月27日全天主力资金净流出3706.58万元。（数据宝） 乐鑫科技8月27日龙虎榜 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 龙虎大师、科创零距离 龙虎榜、科创板、复盘、公开信息、营业部、游资、盘后解密、异动 ...