每经AI快讯，炬芯科技（SH 688049，收盘价：59.02元）10月28日晚间发布三季度业绩公告称，2025年 前三季度营收约7.22亿元，同比增加54.74%；归属于上市公司股东的净利润约1.52亿元，同比增加 113.85%；基本每股收益0.87元，同比增加112.2%。 截至发稿，炬芯科技市值为103亿元。 每经头条（nbdtoutiao）——A股突破4000点！十年沉寂终迎爆发，科技主线重塑市场，"慢牛"新格局开 启！ （记者 曾健辉） ...

炬芯科技股份有限公司（以下简称"公司"）于 2025 年 10 月 28 日召开了第 二届董事会第二十六次会议，审议通过了《关于制定<市值管理制度>的议案》《关 于制定<董事、高级管理人员离职管理制度>的议案》。现将具体情况公告如下： 证券代码：688049 证券简称：炬芯科技 公告编号：2025-071 炬芯科技股份有限公司 关于制定公司部分治理制度的公告 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、准确性和完整性依法承担法律责任。 2025 年 10 月 29 日 为进一步促进公司规范运作，维护公司及股东的合法权益，建立健全内部管 理机制，根据《中华人民共和国公司法》《中华人民共和国证券法》《上市公司独 立董事管理办法》《上海证券交易所科创板股票上市规则》《上海证券交易所科创 板上市公司自律监管指引第 1 号——规范运作》等相关规定，并结合公司实际情 况，制定了公司部分治理制度，具体情况如下： | 序号 | 制度名称 | 变更情况 | 是否需要股东 会审议 | | --- | --- | --- | --- | | 1 | 《市值管理制度》 | 制 ...

炬芯科技股份有限公司 2025 年第三季度报告 证券代码：688049 证券简称：炬芯科技 炬芯科技股份有限公司 2025 年第三季度报告 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： 公司董事会及董事、高级管理人员保证季度报告内容的真实、准确、完整，不存在虚假记载、误 导性陈述或重大遗漏，并承担个别和连带的法律责任。 公司负责人、主管会计工作负责人及会计机构负责人（会计主管人员）保证季度报告中财务信息 的真实、准确、完整。 第三季度财务报表是否经审计 □是 √否 一、主要财务数据 （一） 主要会计数据和财务指标 单位：元 币种：人民币 | | | 本报告期比 | | 年初至报告 | | --- | --- | --- | --- | --- | | 项目 | 本报告期 | 上年同期增 | 年初至报告期末 | 期末比上年 | | | | 减变动幅度 | | 同期增减变 | | | | (%) | | 动幅度(%) | | 营业收入 | 273,017,023.07 | 46.64 | 722,137,47 ...

Core Viewpoint - The quarterly reports of four public funds managed by Feng Mingyuan of Xinda Australia Fund indicate a significant reduction in the number of shares held in major stocks, with some holdings decreased by over 50% compared to the end of the second quarter. However, there were increases in positions for stocks like GoerTek and Hengxuan Technology, and new significant investments in companies such as Amlogic and Juchip Technology [1][2][7]. Fund Holdings Changes - Major stocks such as Huahong Semiconductor, Zhaoyi Innovation, and Sitai-W saw significant reductions in holdings during the third quarter, with Huahong Semiconductor's shares decreasing by 51.75% to 501,505 shares [3][5]. - The report highlights that Feng Mingyuan's funds primarily focus on sectors like electronics, new energy, communications, automotive parts, and machinery, with advancements in AI and robotics expected to drive growth in these industries [1][7]. Performance and Fund Size - The performance of Feng Mingyuan's funds has been relatively strong, with the Xinda Leading Intelligent Manufacturing fund achieving a net return of 38.71% in the third quarter, while the median performance for mixed equity funds was 22.67% [10]. - However, there has been a noticeable decline in the total shares of the funds managed by Feng Mingyuan, with the total shares of Xinda Zhiyuan falling from 4.07 billion to 3.31 billion, indicating significant redemptions by institutional investors [10].

Core Viewpoint - The quarterly reports of four public funds managed by Xinda Australia Fund's Feng Mingyuan reveal a significant reduction in the number of holdings, with some stocks seeing a decrease of over 50% compared to the end of Q2 2023, while others like GoerTek and Hengxuan Technology received increased investments [1][2]. Group 1: Fund Holdings Changes - The funds have shown a notable reduction in holdings for stocks such as Huahong Semiconductor, Zhaoyi Innovation, and Sitaiwei-W, with Huahong Semiconductor's shares decreasing by 51.75% to 501,500 shares by the end of Q3 [1][2]. - In contrast, GoerTek and Hengxuan Technology saw increased positions, and some funds initiated new significant holdings in companies like Amlogic and Juchip Technology [1][2]. Group 2: Sector Focus - The fund manager indicated that the primary sectors for investment include electronics, new energy, communications, automotive parts, and machinery, with advancements in AI and robotics expected to drive growth in these industries [1][2]. Group 3: Fund Performance - Despite a cooling in the tech stock market during Q3, the performance of the funds managed by Feng Mingyuan is considered above average, with the highest net value return of 38.71% for the Xinda Leading Intelligent Manufacturing Mixed Fund [2]. - The median performance for mixed equity funds in Q3 was 22.67%, with the top-performing fund achieving a 100.06% increase [2]. Group 4: Fund Size Changes - The total share count for the funds managed by Feng Mingyuan has decreased, with the Xinda Zhiyuan three-year fund dropping from 4.07 billion shares at the end of Q2 to 3.31 billion shares by the end of Q3 [3]. - Institutional investors have also redeemed a significant number of shares from these funds, with one fund seeing a reduction of 77 million shares during the reporting period [3].

Core Insights - Juchip Technology (688049.SH) announced that Hongxun Creation Limited acquired 100% equity of Penggao Enterprises from several individuals for a total transaction amount of 28 million USD, indirectly increasing its stake in Juchip Technology [1][3] Group 1: Shareholding Changes - Following the equity change, Hongxun Creation's indirect stake in Juchip Technology increased from 6.39% to 10.21% [3] - The actual controller of the company changed, but the controlling shareholder remained the same [3] - Hongxun Creation has no specific plans for further increasing or decreasing its stake in Juchip Technology within the next 12 months [3] Group 2: Business Operations - Juchip Technology focuses on the research and sales of smart audio and video SoC chips, with applications in smart wearable devices, wireless audio, IoT, and home scenarios [3] - The company is enhancing its layout in the AIoT sector and accelerating the iteration of new-generation smart terminal chip products [3] Group 3: Market Outlook - Industry experts suggest that the increase in Hongxun Creation's stake will optimize the company's shareholder structure, helping to stabilize equity relationships and governance [3] - With the growing demand for AI chips and the expansion of the IoT market, Juchip Technology's future business development potential is expected to increase [3]

Core Insights - Juchip Technology announced that Hongxun Creation Co., Ltd. acquired 100% equity of Penggao Enterprises from Ye Jiawen, Xu Lili, Ye Minghan, and Ye Baijun, thereby indirectly increasing its stake in Juchip Technology from 6.39% to 10.21% [1] - The change in shareholding results in a shift in the actual controller, although the company's controlling shareholder remains unchanged [1] - The total transaction amount for this equity transfer is $28 million [1]

证券代码：688049 证券简称：炬芯科技 公告编号：2025-070 宏迅创建于 2025 年 10 月 23 日与叶佳纹先生、徐莉莉女士、叶明翰先生、叶 柏君女士签署完成《股权转让协议》。本次股份转让前后，公司实际控制人间接持 有公司股份情况如下： 炬芯科技股份有限公司 关于公司控股股东上层股权结构进行内部调整暨实际 控制人减少的进展公告 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。 一、公司控股股东上层股权结构变动拟进行内部调整的基本情况 珠海瑞昇投资合伙企业（有限合伙）为炬芯科技股份有限公司（以下简称"公 司"）控股股东，叶佳纹、徐莉莉、叶明翰、叶柏君、叶博任、陈淑玲、叶怡辰、 叶妍希、叶韦希、叶奕廷及 LO,CHI TAK LEWIS 共同控制公司，为公司实际控制 人。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，进一 步集中实际控制人投票权和决策权，叶奕廷女士拟通过宏迅创建有限公司（以下 简称"宏迅创建"）与叶佳纹先生及其妻子徐莉莉女士、子女叶明翰先生及叶柏君 女士签署《股权转让协议》，约定叶佳纹 ...

炬芯科技股份有限公司 简式权益变动报告书 上市公司名称：炬芯科技股份有限公司 住所：中国台湾台北市 通讯地址：中国台湾台北市士林区临溪里****** 股票上市地点：上海证券交易所 股票简称：炬芯科技 股票代码：688049 信息披露义务人一 名称：叶佳纹 住所：中国台湾台北市 通讯地址：中国台湾台北市士林区临溪里****** 信息披露义务人二 名称：徐莉莉 住所：中国台湾台北市 通讯地址：中国台湾台北市士林区临溪里****** 信息披露义务人三 名称：叶明翰 信息披露义务人四 名称：叶柏君 住所：中国台湾台北市 通讯地址：中国台湾台北市大安区通化街****** 股份变动性质：股份减少 签署日期：2025 年 10 月 24 日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司收购管理办法》（以下简称"《收购办法》"）、《公开发行证券的公司信息 披露内容与格式准则第 15 号——权益变动报告书》（以下简称"《准则 15 号》"）及相 关的法律、法规编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违反信息 披露义务人前期签署 ...

炬芯科技股份有限公司 详式权益变动报告书 股票简称：炬芯科技 股票代码：688049 炬芯科技股份有限公司 详式权益变动报告书 上市公司名称：炬芯科技股份有限公司 股票上市地点：上海证券交易所 信息披露义务人 名称：宏迅创建有限公司 住所：Room 15, 16th Floor, Peninsula Tower, 538 Castle Peak Road, Cheung Sha Wan, Kowloon, Hong Kong. 通讯地址：Room 15, 16th Floor, Peninsula Tower, 538 Castle Peak Road, Cheung Sha Wan, Kowloon, Hong Kong. 股份变动性质：股份增加 签署日期：2025年10月24日 炬芯科技股份有限公司 详式权益变动报告书 信息披露义务人声明 一、本报告书依据《中华人民共和国证券法》《上市公司收购管理办法》《公开 发行证券的公司信息披露内容与格式准则第15号——权益变动报告书》《公开发行证 券的公司信息披露内容与格式准则第16号——上市公司收购报告书》等法律、法规和 规范性文件编写。 二、信息披露义务人签署本 ...