Core Viewpoint - The A-share market has seen significant gains in semiconductor stocks, with several companies reaching their daily price limits, indicating strong investor interest and market momentum [1] Group 1: Stock Performance - Yuanjie Technology hit the 20% daily limit increase [1] - Taiji Industry and Wentai Technology both reached a 10% daily limit increase [1] - Zhongwei Semiconductor rose over 9% [1] - Canxin Technology increased over 8% [1] - Companies such as Diaomicro, Jucheng Technology, and others saw gains exceeding 7% [1] - A number of other semiconductor stocks, including Hanwha Technology and Chipone Technology, experienced increases of over 5% [1]

| | | | 已发布三季报业绩数据的Al眼镜概念股 | | | | --- | --- | --- | --- | --- | --- | | 代码 | 简称 | 总市值 | 滚动而盗率 | 三季报净利润 | 三季报净利润 | | | | (亿元) | (倍) | (亿元) | 同比(%) | | 002475 | 立讯精密 | 4161.55 | 28.48 | 111.17 | 22.50 | | 002600 | 领益智造 | 1046.71 | 52.57 | 20.05 | 42.26 | | 603893 | 瑞 芯 微 | 781.23 | 82.82 | 7.80 | 121.50 | | 688213 | 思特 威 | 433.91 | 67.82 | 6.96 | 154.50 | | 300602 | 飞荣达 | 182.76 | 61.24 | 2.88 | 120.38 | | 300458 | 全志科技 | 388.03 | 185.80 | 2.75 | 82.13 | | 688049 | 炬林科技 | 101.53 | 64.66 | 1.51 | 112.94 | | 6 ...

证券代码：688049 证券简称：炬芯科技 公告编号：2025-069 炬芯科技股份有限公司 关于公司控股股东上层股权结构拟进行内部调整暨 实际控制人减少的公告 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： 本次公司控股股东珠海瑞昇投资合伙企业（有限合伙）（以下简称"珠海 瑞昇"）上层股权结构变动拟进行内部调整，系公司实际控制人家族内部的股权 结构调整行为，不触及要约收购，不会影响公司的独立性，不会对公司的生产经 营造成影响。 本次珠海瑞昇上层股权结构变动拟进行内部调整涉及实际控制人减少， 基于对公司未来持续稳定发展的信心以及对公司长期投资价值的认可并进一步 集中实际控制人投票权和决策权，珠海瑞昇直接持股数量未发生变化，公司实际 控制人合计间接持股数量亦未发生变化。 | | 是否发生变更 | | 变更前姓名/名称 | 变更后姓名/名称 | | --- | --- | --- | --- | --- | | 控股股东 | ▉否 是 | | / | / | | 实际控制人 | ▉是 否 | | 叶氏家族（叶佳 ...

Core Insights - The SOC (System on Chip) industry is experiencing significant growth due to its high integration, low power consumption, and enhanced performance, with the market size in China projected to increase from 221 billion yuan in 2020 to 341.2 billion yuan by 2024, representing a compound annual growth rate (CAGR) of 11.5% [1][9]. SOC Chip Industry Overview - SOC chips integrate all components required for an electronic system into a single chip, including CPU, GPU, memory, and power management units, allowing for a complete microcomputer system [3]. - The applications of SOC chips span across various sectors, including consumer electronics, automotive electronics, IoT, and AI [3]. SOC Chip Industry Chain - The SOC chip industry chain consists of three segments: upstream (chip IP cores, EDA software, semiconductor materials), midstream (chip design, wafer manufacturing, packaging), and downstream (applications in consumer electronics, automotive electronics, IoT, and AI) [5]. SOC Chip Industry Competitive Landscape - The global SOC chip market is highly competitive, with major players like Tesla, NVIDIA, and Qualcomm leading in technology and market share. Domestic companies such as Unisoc, Horizon Robotics, and Huawei HiSilicon are also emerging as significant competitors [9]. SOC Chip Industry Development Trends - Continuous technological innovation is expected to enhance SOC chip performance, with increased R&D investments aimed at achieving higher computing power and lower power consumption [11]. - The trend of domestic substitution is strengthening, with local manufacturers gradually replacing foreign companies in the market, particularly in the smart cockpit SOC chip sector [12]. - The industry has substantial growth potential driven by global digital transformation, 5G proliferation, AI applications, and the rise of IoT devices [14].

Core Insights - On October 16, no A-share listed companies disclosed any increase in shareholding, while 19 companies announced share reductions [1] Summary by Category Share Reduction Details - Debon Technology: The largest shareholder, the National Big Fund, reduced holdings by 1.5173 million shares [2] - Donghua Software: The director and general manager, Mu Bo, plans to reduce holdings by no more than 1.5192 million shares [2] - Yinlong Co., Ltd.: Proposed to reduce no more than 1.96% of the company's shares [2] - Action Education: Shareholders Shanghai Yundun and Shanghai Lanxiao plan to reduce no more than 1.9% of total share capital [2] - Jinchuan Group: China Railway plans to reduce no more than 3% of the company's shares [2] - YTO Express: Hangzhou Haoyue intends to transfer no more than 2% of the company's shares through block trading [2] - Jingda Co., Ltd.: The actual controller, Li Guangrong, plans to reduce no more than 3% of shares [2] - Demai Chemical: Chang Lianrong Investment reduced holdings by 5.6402 million shares from September 16 to October 16 [2] - Tongfu Microelectronics: The largest shareholder, Huada Group, plans to reduce no more than 1% of shares [2] - Canxin Co., Ltd.: Shareholders plan to reduce no more than 2.71% of the company's shares [2] - Legend Capital: Lihua Science and Technology plans to reduce no more than 3% of the company's shares [2] - Hangxin Technology: The original controlling shareholder plans to reduce no more than 0.98% of shares [2] - Taijia Co., Ltd.: Zhonglian Heavy Industry plans to reduce no more than 3% of the company's shares [2] - Shunbo Alloy: Shareholders plan to reduce no more than 2.08% of total share capital [2] - Shaolong Co., Ltd.: Shareholder Shenzhen Zhaowei plans to reduce no more than 3% of the company's shares [2] - Jingcheng Machinery: Directors and executives plan to reduce no more than 0.21% of total share capital [2] - Zhongdian Port: Shareholders plan to reduce no more than 1% of the company's shares [2] - Hongqi Chain: Yonghui Supermarket completed its reduction plan, cumulatively reducing 1% of total share capital [2] - Xiaoming Co., Ltd.: Shareholders plan to reduce no more than 2.97% of the company's shares [2]

Core Viewpoint - The company, Juchip Technology Co., Ltd., has announced a cash dividend distribution of CNY 0.10 per share (including tax) for the first half of 2025, approved at the second extraordinary general meeting of shareholders on September 17, 2025 [2][3]. Summary by Relevant Sections Dividend Distribution Plan - The dividend distribution is for the first half of 2025, with a cash dividend of CNY 1.00 for every 10 shares held, amounting to a total cash dividend of CNY 17,428,049.50 (including tax) based on the adjusted total share capital [2][3]. - The total share capital for distribution is 174,280,495 shares after excluding shares held in the company's repurchase account [2][3]. Shareholder Eligibility - All shareholders registered with the China Securities Depository and Clearing Corporation Limited Shanghai Branch as of the close of trading on the day before the equity registration date are eligible for the dividend, excluding shares in the repurchase account [2][3]. Taxation Details - For individual shareholders holding unrestricted shares for over one year, the dividend is exempt from personal income tax, resulting in a net cash dividend of CNY 0.10 per share [7][8]. - For shares held for less than one year, the company will not withhold tax at the time of distribution, but tax will be calculated and deducted upon the sale of shares [7][8]. - For foreign institutional investors (QFII), a 10% withholding tax will apply, resulting in a net cash dividend of CNY 0.09 per share [9][10]. Implementation Method - The cash dividends will be distributed through the China Securities Depository and Clearing Corporation Limited Shanghai Branch, with specific arrangements for shareholders who have designated trading [4][6].

Core Viewpoint - Juchip Technology announced a cash dividend distribution plan for the first half of 2025, proposing a cash dividend of 0.10 yuan per share (tax included) [2] Summary by Category - **Dividend Announcement** - The cash dividend of 0.10 yuan per share is set to be distributed [2] - The record date for the dividend is October 22, 2025, and the ex-dividend date is October 23, 2025 [2]

申万宏源证券承销保荐有限责任公司 关于炬芯科技股份有限公司差异化分红事项的核查意见 申万宏源证券承销保荐有限责任公司（以下简称"申万宏源承销保荐"、"保 荐人"）作为炬芯科技股份有限公司（以下简称"炬芯科技"、"公司"）首次公开 发行并在科创板上市的持续督导保荐人，根据《证券发行上市保荐业务管理办法》 《上海证券交易所科创板股票上市规则》等有关规定，对炬芯科技 2025 年半年 度利润分配所涉及的差异化分红相关事项进行了核查，具体情况如下： 一、本次差异化分红的原因 2023 年 8 月 22 日，公司第二届董事会第四次会议审议通过了《关于以集中 竞价交易方式回购公司股份方案的议案》，同意公司使用超募资金通过集中竞价 交易方式回购公司已发行的部分人民币普通股（A 股）股票。回购的股份将全部 用于员工持股计划及/或股权激励，回购价格不超过 43.00 元/股（含），回购资金 总额不低于人民币 2,650 万元（含），不超过人民币 5,300 万元（含）；回购期限 为自董事会审议通过最终股份回购方案之日起 12 个月内。因公司实施了 2023 年度利润分配及资本公积转增股本，根据《回购报告书》的约定，本次以集中竞 ...

证券代码：688049 证券简称：炬芯科技 公告编号：2025-068 炬芯科技股份有限公司 2025年半年度权益分派实施公告 本公司董事会及全体董事保证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： 是否涉及差异化分红送转：是 每股分配比例 中的股份，不享有股东会表决权、利润分配、公积金转增股本、认购新股和可转 换公司债券等权利，不得质押和出借。 每股现金红利0.10元（含税） 相关日期 | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/10/22 | 2025/10/23 | 2025/10/23 | 一、 通过分配方案的股东会届次和日期 本次利润分配方案经公司2025 年 9 月 17 日的2025年第二次临时股东大会审议 通过。 2. 分派对象： 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东(炬 芯科技股份有限公司回购专用证券账户除外)。 1. 发放年度： ...

Core Viewpoint - The company, Juchip Technology, is experiencing rapid growth in its business performance, driven by advancements in AI technology and a focus on product innovation and development [1][3]. Financial Performance - For the first three quarters of 2025, Juchip Technology expects to achieve a revenue of 721 million yuan, representing a year-on-year increase of 54.50% [2][4]. - The net profit attributable to the parent company is projected to be 151 million yuan, reflecting a year-on-year growth of 112.94% [2][4]. - The net profit after deducting non-recurring gains and losses is anticipated to be 146 million yuan, showing a significant increase of 204% compared to the previous year [2][4]. - The company's net profit margin is expected to reach 20.94%, up from 15.20% in the same period last year, an increase of 5.75 percentage points [2]. Research and Development - Juchip Technology has increased its R&D investment to approximately 194 million yuan, a year-on-year growth of 21.55%, resulting in an R&D expense ratio of about 27% for the first three quarters [5][6]. - The company is focusing on the AI transformation of edge products and accelerating the iteration of new products to enhance operational results [4][6]. Market Performance - Since the end of September 2024, Juchip Technology's stock price has entered an "upward channel," increasing by over 270% in approximately one year [8]. - The company has successfully launched several projects with leading brands, with products in the low-latency private wireless audio sector already entering mass production [6][8]. Dividend and Share Buyback - Juchip Technology plans to distribute a cash dividend of 1 yuan per 10 shares, amounting to approximately 17.43 million yuan, which represents 19.07% of the net profit attributable to shareholders for the first half of 2025 [6][7]. - Historically, the company has distributed dividends three times since its listing, totaling 82 million yuan [7].