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 ...

财务顾问核查意见 财务顾问 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 详式权益变动报告书 之 5、本次权益变动前，信息披露义务人通过持有珠海瑞昇投资合伙企业（有 1 二〇二五年十月 3、本财务顾问已按照规定履行尽职调查义务，有充分理由确信所发表的专 业意见与信息披露义务人所披露文件的内容不存在实质性差异。本财务顾问已按 照规定履行尽职调查义务，对信息披露义务人披露的《详式权益变动报告书》进 行了核查和验证，确信披露文件内容与格式符合规定，不存在虚假记载、误导性 陈述或者重大遗漏，有充分理由确信本次权益变动符合相关法律、法规和规范性 文件的规定。 重要声明 4、在与委托人接触后到担任财务顾问期间，本财务顾问已采取严格的保密 措施，严格执行风险控制和内部隔离制度，不存在内幕交易、操纵市场和证券欺 诈问题，同时督促了信息披露义务人及时履行信息披露义务。 1、本财务顾问与本次权益变动各方不存在任何关联关系，亦未委托或授权 其他任何机构或个人提供未在本核查意见中列载的信息和对本核查意见做任何 解释或者说明。 2、本财务顾问依据的有关资料由信息披露义务人提供。信息披露义务人已 对本财务顾问做出承诺，保证 ...

Core Viewpoint - The announcement from Juchip Technology indicates a significant internal restructuring of shareholding, with Ye Yiting planning to acquire 100% of Penggao Enterprise's shares held by Ye Jiawen and others, reflecting confidence in the company's development [1] Group 1 - Ye Yiting's indirect shareholding will increase from 6.39% to 10.21% following the completion of the share transfer [1] - Ye Jiawen and others will no longer hold indirect shares in the company, resulting in a reduction of the actual controller [1] - The share transfer is characterized as an internal family restructuring, which will not affect the company's operational independence and production activities [1]

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]

Group 1 - The global smart glasses (AI glasses) market is projected to reach a shipment volume of 4.065 million units in the first half of 2025, representing a year-on-year growth of 64.2% [1] - In the AI glasses concept stocks, 12 stocks have seen a net inflow of over 1 billion yuan in financing in the first three quarters of this year, with Luxshare Precision leading at 5.007 billion yuan [1] - As of October 20, 10 AI glasses concept stocks have released their Q3 2025 reports, with Luxshare Precision, Linying Intelligent Manufacturing, and others reporting net profits exceeding 500 million yuan [1] Group 2 - Luxshare Precision reported a net profit of 11.117 billion yuan for Q3, with a year-on-year increase of 22.5% [3] - Linying Intelligent Manufacturing achieved a net profit of 2.005 billion yuan, reflecting a year-on-year growth of 42.26% [3] - Several companies, including Ruixin Microelectronics and Sitwei, reported net profits that doubled year-on-year, indicating strong performance in the AI glasses sector [1][3]

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].