经济观察网炬芯科技8月24日公告，2025年上半年营业收入4.49亿元，同比增长60.12%。净利润9137.54 万元，同比增长123.19%。拟以实施权益分派股权登记日登记的总股本为基数，向全体股东每10股派发 现金红利1元人民币，合计拟派发现金红利1741.87万元人民币。 ...

Core Insights - The company reported a significant increase in revenue and net profit for the first half of 2025, with revenue reaching 449 million yuan, a year-on-year growth of 60.12%, and net profit attributable to shareholders amounting to 91.38 million yuan, up 123.19% [1][2] - The company plans to distribute a cash dividend of 1.00 yuan per 10 shares to all shareholders [1] Financial Performance - Revenue for the first half of 2025 was 449 million yuan, reflecting a 60.12% increase compared to the previous year [1] - Net profit attributable to shareholders was 91.38 million yuan, showing a year-on-year growth of 123.19% [1] - The net profit excluding non-recurring gains and losses was 85.90 million yuan, which is a 269.08% increase year-on-year [1] - Basic earnings per share were reported at 0.53 yuan [1] Business Development - The company is actively promoting the AI transformation of its edge products, leading to impressive operational performance [2] - Significant progress has been made in the promotion of edge AI audio chips based on the first-generation in-memory computing technology, successfully entering the project phase with several leading brands [2] - The company has achieved mass production of customer terminal products in the low-latency private wireless audio sector, driving rapid sales growth [2] - The product matrix continues to expand, with successful integration of edge AI processors into high-end speakers and party speakers from leading audio brands, resulting in a notable increase in market penetration [2] - The demand for low-latency, high-quality wireless audio products has surged, leading to a rapid increase in sales [2] - The penetration rate of Bluetooth speaker SoC chips among leading audio brands continues to rise, further releasing growth potential [2] - The sales structure of the company's products and clients has been optimized, contributing to a steady increase in gross profit levels [2] - The revenue growth rate significantly outpaced the expense growth rate, enhancing the overall profit level of the company due to scale effects [2]

炬芯科技公告，2025年上半年营业收入4.49亿元，同比增长60.12%。净利润9137.54万元，同比增长 123.19%。拟以实施权益分派股权登记日登记的总股本（扣减回购专用证券账户的股份）为基数，向全 体股东每10股派发现金红利1元人民币（含税），合计拟派发现金红利1741.87万元人民币（含税）。 ...

Group 1 - The report tracks stocks, industries, and sectors that are reaching new highs, serving as market indicators and highlighting the effectiveness of momentum and trend-following strategies [1][4][24] - As of August 22, 2025, the Shanghai Composite Index, Shenzhen Component Index, CSI 300, CSI 500, CSI 1000, CSI 2000, ChiNext Index, and Sci-Tech 50 Index all have a distance to their 250-day highs of 0.00%, indicating they are at their recent peaks [5][24] - Among the CITIC first-level industry indices, home appliances, defense and military, comprehensive, media, and computer industries are closest to their 250-day highs, while food and beverage, coal, real estate, banking, and consumer services are further away [8][24] Group 2 - A total of 1,606 stocks reached 250-day highs in the past 20 trading days, with the most significant numbers in the machinery, pharmaceuticals, and electronics sectors [2][13][24] - The highest proportion of new high stocks is found in the defense and military, non-ferrous metals, and pharmaceuticals industries, with respective proportions of 52.94%, 51.61%, and 44.88% [13][16] - The manufacturing and technology sectors have the most stocks reaching new highs this week, with respective counts of 512 and 403 [16][24] Group 3 - The report identifies 48 stocks that have shown stable new highs, with the technology and manufacturing sectors contributing the most, having 22 and 12 stocks respectively [3][21][25] - Within the technology sector, the electronics industry has the highest number of new high stocks, while the automotive industry leads in the manufacturing sector [21][25]

Core Viewpoint - The smart speaker concept sector has shown a positive performance with a 1.82% increase, ranking 8th among concept sectors, indicating a growing interest and investment in this area [1][2]. Group 1: Sector Performance - As of August 19, the smart speaker concept sector saw 37 stocks rise, with notable performers including Southern Precision Engineering, Sichuan Changhong, and Kosen Technology reaching their daily limit up [1]. - The top gainers in the sector included Grille, Chip Origin, and Furi Electronics, which increased by 17.75%, 13.39%, and 5.70% respectively [1]. - Conversely, the sector also experienced declines, with Broadcom Integration, Juchip Technology, and Longqi Technology falling by 2.74%, 2.16%, and 1.98% respectively [1]. Group 2: Capital Flow - The smart speaker concept sector attracted a net inflow of 1.501 billion yuan from main funds, with 25 stocks receiving net inflows, and 6 stocks exceeding 100 million yuan in net inflow [2]. - Sichuan Changhong led the net inflow with 1.506 billion yuan, followed by Southern Precision Engineering, Chip Origin, and Zhidu Co., which received net inflows of 405 million yuan, 280 million yuan, and 253 million yuan respectively [2]. - The net inflow ratios for Southern Precision Engineering, Sichuan Changhong, and Zhidu Co. were 26.14%, 25.98%, and 16.87% respectively, indicating strong investor interest [3]. Group 3: Stock Performance - The top stocks in the smart speaker concept sector based on daily performance included Sichuan Changhong with a 9.99% increase and Southern Precision Engineering with a 10.01% increase [3]. - Other notable performers included Chip Origin with a 13.39% increase and Zhidu Co. with a 5.25% increase [3]. - The overall trading activity in the sector was characterized by significant turnover rates, with Southern Precision Engineering at 21.78% and Sichuan Changhong at 11.21% [3].

金融界消息 截至2025年8月13日收盘，炬芯科技（688049）报收于51.81元，上涨0.47%，换手率 4.29%，成交量7.52万手，成交金额3.87亿元。 资金流向方面，今日主力资金净流出3572.44万元，占比成交额9.24%。其中，超大单净流出3453.32万 元、占成交额8.93%，大单净流出119.12万元、占成交额0.31%，中单净流出流入708.01万元、占成交额 1.83%，小单净流入2864.43万元、占成交额7.41%。 炬芯科技最新一期业绩显示，截至2025一季报，公司营业总收入1.92亿元、同比增长62.03%，归属净利 润4144.97万元，同比增长385.67%，扣非净利润3861.61万元，同比增长606.03%，流动比率9.275、速动 比率7.973、资产负债率10.29%。 天眼查商业履历信息显示，炬芯科技股份有限公司，成立于2014年，位于珠海市，是一家以从事软件和 信息技术服务业为主的企业。企业注册资本14613.6404万人民币，实缴资本9150万人民币。公司法定代 表人为周正宇。 通过天眼查大数据分析，炬芯科技股份有限公司共对外投资了6家企业，参与招投标项目 ...

Robotics - Upbeat Electronics currently has no product layout in the robotics field [1] - New Times plans to launch an embodied intelligent welding solution in September this year [1] - Zhongke Magnetic Industry has established cooperation with ultra-lightweight humanoid robotic arm industry clients [1] - Zhiwei Intelligent has launched a robot brain control product line based on Nvidia Jetson and other chip platforms [1] - Daili New Materials has verified its robotic tendon samples with several domestic related manufacturers [1] - Tongda Hai is actively promoting native development and compatibility adaptation work based on the CANN ecosystem [1] AI and Large Models - Guoguang Electric values the research and development of new AI headphone products but has not yet achieved mass production [1] - Juxin Technology continues to build a low-power AI computing power platform, gradually expanding to more application scenarios beyond audio [1] - Heertai's tactile human body screen technology has been applied in the company's smart body-sensing clothing project [1] Solid-State Batteries - Del's shares have established a sample trial production line for solid-state batteries in Shanghai [1] - Tianhua New Energy has completed the research and development of lithium-rich manganese-based positive materials and sent samples for evaluation to multiple solid-state battery customers [1] Other Developments - Cambrian has denied rumors regarding large orders for carrier boards from a certain manufacturer [1] - Jiaxun Feihong has not collaborated with Huawei in the eSIM card communication module field [1] - Weifeng Electronics currently has products applied in the server power control field [1] - Saiteng Co., Ltd. has already delivered HBM equipment in batches [1] - Lens Technology is currently cooperating with customers to develop the next generation of cover glass [1] - Metro Design has developed a smart planning platform for urban rail transit based on multi-source data, which has been promoted in multiple cities [1] - Chongde Technology's dynamic pressure oil film sliding bearing products are mainly used in energy generation, industrial drive, petrochemical, and shipping fields [1] - Leyard provides display solutions for the "Panda Eye" training base [1] - Pengling Co., Ltd. has received mass production orders for its thermal management project from SAIC Passenger Vehicle [1]

Core Viewpoint - The company focuses on developing low-power AI processing chips for audio applications, with plans to expand into other areas such as health monitoring [1] Group 1: Company Strategy - The company's AI processor chips are currently prioritized for the audio market, targeting applications like voice separation, AI noise reduction, and voiceprint recognition [1] - The company aims to leverage its technological advantages to provide low-power AI computing capabilities for edge products [1] Group 2: Future Expansion - The company plans to continuously build a low-power AI computing platform [1] - There are intentions to gradually expand applications beyond audio, including AI processing for sensor data in sports and health monitoring [1]

Core Points - The board of directors of Juchip Technology Co., Ltd. held its 24th meeting on August 11, 2025, via telecommunication, with all 7 directors present, complying with legal and company regulations [1][2] - The board unanimously agreed to adjust the granting price and the remaining vesting quantity of the 2024 Restricted Stock Incentive Plan, changing the granting prices from 14.00 CNY/share and 20.50 CNY/share to 11.49 CNY/share and 16.91 CNY/share, respectively, and increasing the remaining vesting quantity from 2,022,000 shares to 2,423,771 shares [1][2] Summary by Sections - **Meeting Details** - The meeting was conducted with full attendance of the board members, and the chairman presided over the session [1] - **Incentive Plan Adjustments** - The adjustments to the 2024 Restricted Stock Incentive Plan were made in response to potential changes in capital reserves, stock dividends, stock splits, and other related matters [1] - The board's decision was supported by 100% of the non-related directors present, with no votes against or abstentions [2]

经出席本次会议的监事充分审议，一致同意形成以下决议： 证券代码：688049 证券简称：炬芯科技 公告编号：2025-052 炬芯科技股份有限公司 本公司监事会及全体监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。 炬芯科技股份有限公司（以下简称"公司"）第二届监事会第二十次会议（以 下简称"本次会议"）于 2025 年 8 月 8 日以邮件方式发出通知，并于 2025 年 8 月 11 日以通讯表决的方式召开。本次会议履行临时监事会通知程序，会议由监 事会主席徐琛主持，本次会议应到监事 3 名，实到监事 3 名，符合《中华人民共 和国公司法》和《炬芯科技股份有限公司章程》的规定。 炬芯科技股份有限公司监事会 经审议，监事会认为：公司 2024 年度利润分配及资本公积转增股本方案已 经公司股东大会审议通过并实施完毕，根据公司 2024 年第二次临时股东大会的 授权，对 2024 年限制性股票激励计划的授予价格和剩余可归属数量进行调整， 审议程序合法合规，符合《上市公司股权激励管理办法》等有关法律、法规、规 范性文件和公司《激励计划》的相关规定 ...