炬芯科技股份有限公司2025 年半年度报告摘要 公司代码：688049 公司简称：炬芯科技 公司股票简况 股票种类 股票上市交易所 股票简称 股票代码 变更前股票简称 A股 上海证券交易所科 炬芯科技 688049 不适用 炬芯科技股份有限公司2025 年半年度报告摘要 创板 公司存托凭证简况 □适用 √不适用 联系人和联系方式 联系人和联 董事会秘书（信息披露境内代表） 证券事务代表 系方式 姓名 XIE MEI QIN 程奔驰 电话 0756-3673718 0756-3673718 办公地址 珠海市高新区唐家湾镇科技四路1号1# 珠海市高新区唐家湾镇科技 四路1号1# 厂房一层C区 厂房一层C区 电子信箱 investor.relations@actionstech.com investor.relations@actionstech.com 单位：元 币种：人民币 本报告期末比上年度末 本报告期末 上年度末 增减(%) 总资产 2,244,031,968.58 2,161,954,021.04 3.80 归属于上市公司股 东的净资产 本报告期比上年同期增 炬芯科技股份有限公司 炬芯科技股份有限公司20 ...

证券代码：688049 证券简称：炬芯科技 公告编号：2025-056 炬芯科技股份有限公司 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： 一、 召开会议的基本情况 （三） 投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结 合的方式 召开地点：珠海市高新区唐家湾镇科技四路 1 号炬芯科技股份有限公司会议 室 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 9 月 17 日 至2025 年 9 月 17 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段，即 9:15-9:25,9:30-11:30，13:00-15:00；通过 互联网投票平台的投票时间为股东大会召开当日的 9:15-15:00。 （六） 融资融券、转融通、约定购回业务账户和沪股通投资者的投票程序 涉及融资融券、转融通业务、约定购回业务相关账户以及沪股通投资者的投 票，应按照《上海证券交易所科创板上市 ...

Mergers and Acquisitions - Kaipu Cloud plans to acquire 70% equity of Nanning Taike Semiconductor Co., Ltd. through cash payment, with the transaction price yet to be determined. The seller, Shenzhen Jintaike, intends to transfer its operational assets related to storage products to Nanning Taike. The company's stock will resume trading on August 25 [1] Performance Disclosure - Juchip Technology reported a 60.12% year-on-year increase in revenue for the first half of 2025, reaching 449 million yuan, with a net profit attributable to shareholders of 91.38 million yuan, up 123.19% year-on-year. The company plans to distribute a cash dividend of 1 yuan per 10 shares (tax included) [2] - China Steel Tianyuan announced a revenue of 1.517 billion yuan for the first half of 2025, a 16.94% increase year-on-year, with a net profit attributable to shareholders of 147 million yuan, up 43.07% year-on-year. The company plans to distribute a cash dividend of 0.6 yuan per 10 shares (tax included) [3] - Taihe Co., Ltd. reported a revenue of 2.413 billion yuan for the first half of 2025, a 23.15% increase year-on-year, with a net profit attributable to shareholders of 182 million yuan, up 72.2% year-on-year. The company plans to distribute a cash dividend of 2 yuan per 10 shares (tax included) [4] Shareholding Changes - Juchuang Technology announced that shareholders Xi'an Zhongke plan to reduce their holdings by up to 300,000 shares, Xigao Investment by up to 127,600 shares, and Wang Donghui by up to 2.6958 million shares, totaling a maximum reduction of 3.48% of the company's total equity [5] - Elon Technology announced that its controlling shareholder and chairman Zhang Yinhua plans to reduce his holdings by up to 1 million shares, accounting for 1.30% of the company's total equity, while chairman and general manager Xu Li plans to reduce his holdings by up to 300,000 shares, accounting for 0.39% of the company's total equity [6] - Tiancheng Technology announced that shareholder Qingxun Electronics plans to reduce its holdings by up to 119,000 shares, accounting for 0.1% of the company's total equity [7] Risk Events - China Railway reported a construction accident at the Qianzhazhuang Yellow River Bridge, resulting in 12 fatalities and 4 missing persons. The incident occurred during the installation of auxiliary steel beams, and the cause is currently under investigation [8]

Core Viewpoint - The article highlights the strong performance of several A-share listed companies in their semi-annual reports, with notable increases in net profits exceeding 100% for some firms [1]. Group 1: Company Performance - Kexin New Source achieved operating revenue of 541 million yuan, a year-on-year increase of 43.90%, and a net profit of 17.604 million yuan, up 520.71% [2]. - Anshuo Information reported operating revenue of 380 million yuan, a 14.48% increase, with a net profit of approximately 11.8832 million yuan, up 182.65% [3]. - Jiuyuan Yinhai's operating revenue was about 439 million yuan, an 11.33% increase, with a net profit of approximately 29.9481 million yuan, up 160.02% [3]. - Juxin Technology achieved operating revenue of 449 million yuan, a 60.12% increase, and a net profit of 91.3754 million yuan, up 123.19% [4]. - Taihe Co., Ltd. reported operating revenue of 2.413 billion yuan, a 23.15% increase, with a net profit of 182.1536 million yuan, up 72.2% [2]. - Zhonggang Tianyuan's operating revenue was 1.517 billion yuan, a 16.94% increase, with a net profit of 146.8639 million yuan, up 43.07% [2]. - Xiyu Co., Ltd. reported operating revenue of 21.093 billion yuan, a 12.35% increase, with a net profit of 1.0618828 billion yuan, up 32.76% [2]. - Kelaike Co., Ltd. achieved operating revenue of 549 million yuan, a 5.39% increase, with a net profit of 28.2786 million yuan, up 21.81% [2]. Group 2: Industry Trends - The demand for digitalization and intelligent transformation in financial institutions is driving the growth of Anshuo Information's business [3]. - Jiuyuan Yinhai's revenue growth was significantly supported by the smart city sector, which saw a 409.88% increase in revenue [3]. - Juxin Technology's performance was bolstered by strong AI technology advancements and increased R&D investment [4]. - The upcoming peak of semi-annual report disclosures is expected to include over 3,700 listed companies, with significant firms like Agricultural Bank of China and Midea Group scheduled to report [6].

Group 1 - The core viewpoint of the articles highlights the significant growth of Juchip Technology, with a 60.12% year-on-year increase in revenue and a 123.19% increase in net profit for the first half of 2025, driven by product and customer structure optimization and scale effects [1][3] - The company focuses on low-power AIoT chip design, primarily developing and selling mid-to-high-end smart audio SoC chips, with a strategic priority on AI transformation for edge products [1][2] - Juchip Technology has successfully entered the project phase with several leading brands, particularly in the low-latency private wireless audio sector, achieving mass production of customer terminal products [1][2] Group 2 - The company has enhanced its brand penetration in various market segments, launching the third-generation ATS3231 series, which is the industry's first wireless microphone chip solution with wireless monitoring capabilities, and has established deep collaborations with major brands [2] - R&D innovation is central to the AI transformation of edge products, with R&D expenses reaching approximately 124 million yuan, a 23.57% increase, and 281 R&D personnel accounting for 74.34% of the total workforce [2] - The growth trend is supported by external factors such as the mild recovery of the consumer electronics industry and domestic consumption subsidy policies, alongside internal strategies to optimize product matrix and customer structure [3]

Core Insights - The company reported significant growth in revenue and profit for the first half of 2025, with operating income reaching 449 million yuan, a year-on-year increase of 60.1%, and net profit attributable to shareholders rising by 123.2% to 91.38 million yuan [1] - The company is actively pursuing AI transformation in its edge products, leading to impressive operational performance and an accelerated increase in overall value [2] Financial Performance - For the second quarter, the company achieved operating income of 257 million yuan, up 58.7% year-on-year, and net profit of 49.93 million yuan, an increase of 54.1% [1] - The net cash flow from operating activities was 141 million yuan, reflecting a growth of 146.7% [1] Product Development and Market Position - The company has successfully promoted its first-generation in-memory computing technology for edge AI audio chips, entering multiple leading brand projects and achieving mass production in low-latency private wireless audio products [2] - The sales revenue from edge AI processors has seen multiple growths, with significant increases in market demand for low-latency high-quality wireless audio products [2] Research and Development Efforts - The company increased its R&D investment to approximately 123.85 million yuan, a year-on-year growth of 23.57% [3] - The focus of R&D includes enhancing chip hardware computing power, upgrading wireless connectivity technologies, and improving audio algorithms to boost technical competitiveness [3] - The company is advancing its second-generation in-memory computing technology IP development, aiming for significant improvements in NPU computing power and energy efficiency [3]

Mergers and Acquisitions - Kaipu Cloud plans to acquire 70% equity of Nanning Taike Semiconductor Co., Ltd. through cash payment, with the transaction price yet to be determined. The counterparty, Shenzhen Jintaike, intends to transfer its operational assets related to storage products to Nanning Taike. The company's stock will resume trading on August 25 [1] Performance Disclosure - Juchip Technology reported a 60.12% year-on-year increase in revenue for the first half of 2025, reaching 449 million yuan, with a net profit attributable to shareholders of 91.3754 million yuan, up 123.19%. The company plans to distribute a cash dividend of 1 yuan per 10 shares (tax included) [2] - Zhonggang Tianyuan announced a revenue of 1.517 billion yuan for the first half of 2025, a 16.94% increase year-on-year, with a net profit attributable to shareholders of 147 million yuan, up 43.07%. The company plans to distribute a cash dividend of 0.6 yuan per 10 shares (tax included) [3] - Taihe Co., Ltd. reported a revenue of 2.413 billion yuan for the first half of 2025, a 23.15% year-on-year increase, with a net profit attributable to shareholders of 182 million yuan, up 72.2%. The company plans to distribute a cash dividend of 2 yuan per 10 shares (tax included) [4] Shareholding Changes - Juchip Technology announced that shareholders Xi'an Zhongke plan to reduce their holdings by no more than 300,000 shares, Xigao Investment by no more than 127,600 shares, and Wang Donghui by no more than 2.6958 million shares, totaling a maximum reduction of 3.48% of the company's total equity [5] - Ailon Technology announced that its controlling shareholder and chairman Zhang Yinhua plans to reduce his holdings by no more than 1 million shares, accounting for 1.30% of the total equity, while chairman and general manager Xu Li plans to reduce his holdings by no more than 300,000 shares, accounting for 0.39% of the total equity [6] - Tiancheng Technology announced that shareholder Qingxun Electronics plans to reduce its holdings by no more than 119,000 shares, accounting for 0.1% of the total equity [7] Risk Events - China Railway reported a construction accident at the Qianzhazhuang Yellow River Bridge, resulting in 12 fatalities and 4 missing persons. The incident occurred during the installation of auxiliary steel beams, and the cause is currently under investigation [8]

Core Viewpoint - A significant increase in mid-term cash dividends has been observed among listed companies, with over 290 companies announcing plans to distribute more than 1640 billion yuan in total [2][5]. Group 1: Mid-term Dividend Announcements - Companies such as Juchip Technology, Zhonggang Tianyuan, and Taihe Co. have announced their first mid-term dividend plans, with cash dividends of approximately 17.42 million yuan, 45.23 million yuan, and 90 million yuan respectively [3][4]. - China CRRC plans to distribute a cash dividend of 3.157 billion yuan, with a cash dividend ratio of 43.57% [3][4]. - Changan Automobile and Hengli Petrochemical also announced their first mid-term dividends, with cash dividends of 496 million yuan and 563 million yuan respectively [4]. Group 2: Overall Dividend Statistics - As of August 24, 2024, 294 companies have disclosed mid-term dividend plans, with a total planned distribution of 1647.07 billion yuan [5][6]. - Three companies are set to distribute over 10 billion yuan, with China Mobile leading at over 54 billion yuan and a cash dividend ratio exceeding 64% [5][6]. - The average cash dividend ratio for disclosed mid-term dividends is approximately 80.87%, a significant increase from 36.14% in 2024 [6]. Group 3: High Dividend Ratios - Sixteen companies have reported cash dividend ratios exceeding 100%, while the average for the remaining companies is around 38% [6][7]. - Shuoshi Biotechnology has the highest cash dividend ratio, proposing a cash dividend of 285 million yuan, which is 71.42 times its net profit for the period [6]. - Other companies, such as Yisheng Shares, have also reported high dividend ratios, with Yisheng proposing a cash dividend of 163 million yuan against a profit of 615.51 million yuan [6]. Group 4: Companies with Losses Still Distributing Dividends - Some companies, including Delin Hai, Haoyun Technology, and Lanshield Optoelectronics, are planning to distribute mid-term dividends despite reporting net losses [8].

Major Events - China Railway announced an investigation into the construction accident at the Qianzhai Yellow River Bridge, which resulted in 12 fatalities and 4 missing persons. The bridge is 1596.2 meters long with a contract value of approximately 436 million yuan. The company stated that this incident will not have a significant impact on its operations and performance [4] - Greenme announced plans to issue H-shares and list on the main board of the Hong Kong Stock Exchange [5] - Jingwang Electronics plans to invest 5 billion yuan in the Zhuhai Jinwan base expansion project, focusing on high-growth areas such as AI computing power and automotive intelligence [6][7] - Mingtai Aluminum intends to sell a 2.5% stake in Sanmenxia Aluminum to Jiaozuo Wanfang, with the share price set at 5.39 yuan per share, expecting to receive 149 million shares [8] - Dingsheng New Materials also plans to sell a 0.57% stake in Sanmenxia Aluminum under similar terms [9] Performance Overview - Xiyu Co. reported a net profit of 1.062 billion yuan for the first half of 2025, a year-on-year increase of 32.76%, with total revenue of 21.093 billion yuan, up 12.35% [10] - Jintailang reported a net profit of 358 million yuan, a 3.95% increase, with revenue of 9.528 billion yuan, up 2.49% [11] - Huaxia Eye Hospital achieved a net profit of 282 million yuan, a 6.2% increase, with revenue of 2.139 billion yuan, up 4.31% [12] - Juxin Technology reported a net profit growth of 123.19%, reaching 91.375 million yuan, with revenue of 449 million yuan, up 60.12% [13][14] - Zhendong Pharmaceutical reported a net profit of 7.9313 million yuan, a decline of 74.13%, with revenue of 1.457 billion yuan, down 3.3% [15] - China Merchants South Oil reported a net profit decline of 53.28%, totaling 570 million yuan, with revenue of 2.772 billion yuan, down 21.43% [16] - Chongqing Construction reported a net loss of 249 million yuan, with revenue of 14.359 billion yuan, down 7.97% [17] - Huacan Optoelectronics reported a net loss of 115 million yuan, with revenue of 2.532 billion yuan, up 33.93% [18] - Digital Government reported a net loss of 18.6927 million yuan, with revenue of 321 million yuan, down 40.34% [19] Major Contracts - Zhonggong International signed a contract for an overseas road engineering project in Nicaragua, valued at approximately 513 million yuan, which represents 4.2% of the company's total revenue for 2024 [20] Shareholding Changes - Tiancheng Technology announced that shareholder Qingxun Electronics plans to reduce its stake by up to 119,000 shares, representing no more than 0.1% of the total share capital [22] - Ailong Technology's controlling shareholder plans to reduce its stake by up to 1.69% through various trading methods [23]

智通财经APP讯，炬芯科技(688049.SH)发布2025年半年度报告，报告期内，公司实现营业收入4.49亿 元，同比增长60.12%。实现归属于上市公司股东的净利润9137.54万元，同比增长123.19%。实现归属于 上市公司股东的扣除非经常性损益的净利润8590.47万元，同比增长269.08%。基本每股收益0.53元。 ...