Core Viewpoint - The company has successfully launched a series of edge AI audio chips based on in-memory computing technology, achieving significant progress in promoting these new products [1][2]. Group 1: Market Expansion of Edge AI Audio Chips - The company is focused on meeting the requirements of AIoT devices for low latency, low power consumption, high data privacy, and personalization through innovative in-memory computing technology, which integrates storage and computation [1]. - The newly launched ATS323X series chips have entered mass production and are being adopted by brand clients in the low-latency private wireless audio sector, leading to rapid growth in product uptake shortly after client terminal products began mass production [2]. Group 2: Impact on the Company - The rapid introduction of edge AI new products validates the company's judgment on the upgrade trend of AIoT products and marks a significant achievement in embracing the AI transformation of edge products [2]. - The ongoing promotion of these product series is expected to enhance the company's core competitiveness, solidify its market position in the edge AI audio field, and lay a solid foundation for long-term development [2].

关于端侧 AI 音频芯片新品推广的自愿性披露公告 证券代码：688049 证券简称：炬芯科技 公告编号：2025-036 炬芯科技股份有限公司 二、对公司的影响 端侧 AI 新品的快速导入，验证了公司对于 AIoT 产品升级趋势的判断和技术 路线选择，是公司拥抱端侧产品 AI 化浪潮的标志性成果，随着上述各系列产品的 持续推广，有利于增强公司核心竞争力，巩固公司在端侧 AI 音频领域的市场竞争 力、提升市场占有率，对公司长期发展奠定坚实的基础。 三、风险提示 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： 炬芯科技股份有限公司（以下简称"公司"）发布的基于存内计算技术的端侧 AI 音频芯片新品（以下简称"端侧 AI 新品"）已推出了 ATS323X、ATS286X、 ATS362X 产品系列，其中 ATS323X 系列芯片在客户首款终端产品量产后短时间内 快速起量，端侧 AI 新品推广取得阶段性成果。 为便于广大投资者了解公司端侧 AI 新品的推广情况，现将情况披露如下： 一、端侧 AI 音频芯片市场拓展情 ...

Core Viewpoint - The company has launched new edge AI audio chip products based on in-memory computing technology, indicating a successful phase in promoting edge AI products and validating its strategic direction in the AIoT sector [1] Product Launch - The company introduced the ATS323X, ATS286X, and ATS362X product series, with the ATS323X series experiencing rapid growth shortly after the first terminal product from a customer went into mass production [1] - The ATS286X and ATS362X have been initiated for project development with several leading brand customers, suggesting strong future potential [1] Market Positioning - The rapid adoption of edge AI new products confirms the company's judgment on the upgrade trend of AIoT products and its chosen technological route [1] - This development is expected to enhance the company's core competitiveness and solidify its market position in the edge AI audio sector, ultimately increasing market share [1]

Core Viewpoint - The 2024 Annual General Meeting of Juchip Technology Co., Ltd. outlines the company's financial performance, governance practices, and future plans, emphasizing a significant increase in revenue and net profit compared to the previous year [1][2][3]. Meeting Procedures - The meeting will follow a structured agenda as outlined in the notice, allowing shareholders to exercise their rights to speak, inquire, and vote [2][3]. - Shareholders must register and present necessary identification documents before participating in the meeting [1][2]. Financial Performance - The company reported a revenue of 651.88 million yuan for 2024, a 25.34% increase from 520.10 million yuan in 2023 [8][14]. - Net profit attributable to shareholders reached 106.58 million yuan, reflecting a 63.83% year-on-year growth [22]. - The basic earnings per share increased to 0.74 yuan, up 64.44% from 0.45 yuan in the previous year [8][14]. Financial Indicators - Total assets as of December 31, 2024, were 2.16 billion yuan, a 12.22% increase from 1.93 billion yuan in 2023 [8]. - The company's R&D expenditure accounted for 33% of its revenue, up from 31.80% the previous year, indicating a focus on innovation [8][14]. Cash Flow Analysis - The net cash flow from operating activities was 154.16 million yuan, slightly down by 0.60% from the previous year [15]. - Investment activities generated a positive cash flow of 82.03 million yuan, a significant turnaround from a negative cash flow of 280.21 million yuan in the prior year [15]. Governance and Compliance - The company plans to reappoint Tianjian Accounting Firm for the 2025 financial audit, ensuring compliance with relevant regulations [18][20]. - The board of directors has conducted meetings in accordance with legal requirements, ensuring transparency and accountability in decision-making [22][26]. Future Outlook - The company aims for steady growth in revenue and net profit for 2025, focusing on market expansion and cost control [16][22].

炬芯科技股份有限公司 2024 年年度股东大会会议资料 证券代码：688049 证券简称：炬芯科技 炬芯科技股份有限公司 2024 年年度股东大会 会议资料 2025 年 6 月 | 2024 | | 年年度股东大会会议须知 1 | | --- | --- | --- | | 2024 | | 年年度股东大会会议议程 3 | | 2024 | | 年年度股东大会会议议案 5 | | | 议案一：关于 | 2024 年度财务决算报告的议案 5 | | | 议案二：关于 | 2025 年度财务预算报告的议案 10 | | | 议案三：关于 | 2024 年年度报告及其摘要的议案 12 | | | | 议案四：关于续聘会计师事务所的议案 13 | | | 议案五：关于 | 2024 年度董事会工作报告的议案 16 | | | 议案六：2024 | 年度利润分配及资本公积转增股本方案的议案 22 | | | 议案七：关于 | 2024 年度监事会工作报告的议案 25 | 炬芯科技股份有限公司 2024 年年度股东大会会议资料 炬芯科技股份有限公司 2024 年年度股东大会会议须知 为维护全体股东的合法权益，保障股东在 ...

Core Insights - The Bluetooth chip market is experiencing significant growth, with global shipments increasing from 4.2 billion units in 2018 to 5.3 billion units in 2022, representing a compound annual growth rate (CAGR) of 5.99%. It is projected to reach approximately 5.9 billion units by 2024 [1][14]. - The market is characterized by a strong international presence, with Nordic, Dialog, and Texas Instruments holding a combined 61% share of the global BLE chip market. Chinese companies are emerging through differentiated strategies, focusing on low-power Bluetooth chips and specific application scenarios [1][14]. - The Bluetooth chip industry is expected to penetrate various applications, including smart industrial devices, automotive equipment, smart city solutions, and smart home technologies, driving rapid growth in the Chinese Bluetooth chip sector [1][14]. Industry Overview - Bluetooth chips are integrated circuits that enable short-range wireless communication, applicable in audio transmission, data transfer, and location services. They can be categorized into classic Bluetooth chips and BLE (low-energy) chips [4][15]. - The industry has evolved since the 1990s, with significant advancements driven by the rise of IoT, autonomous driving, and 5G technologies, leading to a high growth phase starting in 2017 [6][15]. Market Dynamics - The Bluetooth chip industry value chain consists of upstream resource providers, midstream chip manufacturers, and downstream users. Upstream includes design tool suppliers and wafer manufacturers, while midstream focuses on Bluetooth chip manufacturers providing various products [8][15]. - The Chinese Bluetooth chip industry is still in its early stages but holds substantial growth potential, especially with the advent of the metaverse era [1][14]. Key Players - Notable companies in the Bluetooth chip sector include: - **Yuchip Technology**: Focuses on low-power AIoT chip design, with significant revenue from smart audio SoC chips [29]. - **Hengxuan Technology**: Specializes in low-power wireless computing SoC chips, with a strong presence in smart wearable and home markets [31]. - **Zhongke Blue Communication**: Engages in wireless audio SoC chip development, covering various product lines [28][31]. - **Tai Ling Microelectronics**: Recently went public, focusing on low-power Bluetooth and Zigbee technology chips [28]. - **Jieli Technology**: Concentrates on system-level chips for audio and wearable devices [28]. Future Trends - The industry is expected to see technological innovations that enhance performance, including higher bandwidth and lower latency, driven by the adoption of Bluetooth 5.4 and subsequent versions [33]. - Application scenarios are diversifying beyond traditional consumer electronics into smart homes, wearables, and automotive electronics, with increasing demand for reliable solutions in B2B markets [34]. - Domestic Bluetooth chip companies are strengthening collaborations across the supply chain, aiming for a complete ecosystem from design to application, with a noticeable trend towards domestic substitution in the face of international competition [35].

证券代码：688049 证券简称：炬芯科技 公告编号：2025-035 炬芯科技股份有限公司 本公司董事会、全体董事及相关股东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： | 股东名称 | 珠海辰友 | | | | | --- | --- | --- | --- | --- | | | 控股股东、实控人及一致行动人 | | √是 | □否 | | | 直接持股 5%以上股东 | □是 | √否 | | | 股东身份 | | | | | | | 董事、监事和高级管理人员 | □是 | √否 | | | | 其他：/ | | | | | 持股数量 | 3,469,200股 | | | | | 持股比例 | 2.37% | | | | | 当前持股股份来源 | IPO 前取得：3,469,200股 | | | | | 股东名称 | 厦门炬焱 | | | | | | 控股股东、实控人及一致行动人 | | □是 | √否 | | | 直接持股 5%以上股东 | □是 | √否 | | | 股东身份 | | | | | | | 董事、监 ...

证券代码：688049 证券简称：炬芯科技 公告编号：2025-035 炬芯科技股份有限公司 股东减持计划完成暨减持股份结果公告 本公司董事会、全体董事及相关股东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： 股东持股的基本情况 本次减持计划实施前，珠海辰友投资合伙企业（有限合伙）（以下简称"珠 海辰友"）持有炬芯科技股份有限公司（以下简称"炬芯科技"或"公司"）股 份 3,469,200 股,占公司总股本 2.37%。厦门炬焱投资合伙企业（有限合伙）（因 注册地址变更，已更名为"珠海炬焱投资合伙企业（有限合伙）"，以下简称"厦 门炬焱"）持有公司股份 1,886,000 股,占公司总股本 1.29%。 珠海辰友及厦门炬焱为公司员工持股平台，所持股份均为公司首次公开发行 前及公司实施资本公积转增股本取得的股份，上述股份分别于 2024 年 11 月 29 日、2022 年 11 月 29 日上市流通。 减持计划的实施结果情况 2025 年 2 月 22 日，公司披露了《炬芯科技股份有限公司股东减持股份计划 公告》（公告编号：2 ...

Core Viewpoint - The article summarizes the EDA (Electronic Design Automation) tool expenditures mentioned in the 2024 financial reports of 15 listed SoC/MCU/ASIC chip design companies, indicating that EDA expenses are relatively low, around 1% of total R&D costs, but are crucial for chip design [1]. Group 1: EDA Expenditures - Few companies disclose EDA tool expenses in their annual reports, and the disclosed amounts are generally low compared to overall R&D expenses [1]. - EDA tools are essential in chip design, akin to physical education in school exams, where despite low scoring weight, failing to meet standards can prevent entry into prestigious institutions [1]. - Companies like 瑞芯微 reported a significant increase of 294.58% in long-term payables due to increased EDA tool purchases [1][2]. Group 2: Company-Specific Insights - 中科蓝讯 reported EDA tool payables with a year-end balance of 5,309,734.52 yuan, down from 6,163,510 yuan at the beginning of the period [2][3]. - 普冉半导体 noted a 77% increase in intangible assets attributed to new EDA and IP purchases [5]. - 炬芯科技 indicated a 217% increase in other payables, primarily due to increased EDA tool procurement [7]. - 国民技术 reported EDA tool amortization of 370,000 yuan in long-term deferred expenses [14]. Group 3: Government Support and Risks - 晶晨股份 received government subsidies for EDA innovation applications [9]. - Several companies, including 恒玄科技 and 国科微, mentioned risks associated with EDA in their reports [13][16]. - 北京君正 received multiple EDA-related subsidies, highlighting government support for the industry [16].

关于以集中竞价交易方式回购公司股份的进展公告 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。 重要内容提示： | 回购方案首次披露日 | 2024/9/24 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 回购方案实施期限 | 年 月 2024 9 9 | 月 | 23 | 日~2025 | 年 | 22 | 日 | | 预计回购金额 | 2,250万元~4,500万元 | | | | | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | | | | | | 累计已回购股数 | □为维护公司价值及股东权益 585,014股 | | | | | | | | 累计已回购股数占总股本比例 | 0.400% | | | | | | | | 累计已回购金额 | 22,985,726.55元 | | | | | | | | 实际回购价格区间 | 34.78元/股~48.75元/股 | | | | | ...