证券代码：688049 证券简称：炬芯科技 公告编号：2025-073 炬芯科技股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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。 二、说明会召开的时间、地点及方式 会议召开时间：2025 年 12 月 1 日(星期一)下午 13:00-14:00 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络文字互动 （一）会议召开时间：2025 年 12 月 1 日下午 13:00-14:00 （二）会议召开地点：上证路演中心（网址：https://roadshow.sseinfo.com/） （三）会议召开方式：上证路演中心网络文字互动 三、参加人员 董事长、总经理：周正宇 重要内容提示： 投资者可于 2025 年 11 月 24 日(星期一)至 11 月 28 日(星期五)16:00 前登录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 或 通 ...

Core Viewpoint - The event organized by Maigao Securities aimed to promote high-quality development stories of listed companies in Shanghai, fostering a rational, value-oriented, and long-term investment atmosphere [1] Group 1: Company Overview - Maigao Securities organized an event for investors to visit Juchip Technology Co., Ltd. on November 11, 2025, to enhance understanding of the company [3] - The visit included a tour of the company's exhibition hall, showcasing its corporate culture, history, main business directions, and R&D products, which helped investors gain confidence in Juchip's future development [3] Group 2: Investor Engagement - The Q&A session was led by Juchip Technology's board secretary, Xie Mei Qin, who provided detailed answers regarding the company's core advantages in the industry and its medium to long-term development plans, supported by data demonstrating Juchip's growth [5] - The event received positive feedback from investors, enhancing direct communication between the listed company and small to medium investors, allowing them to experience the company's vitality and actual development status, thereby increasing their confidence in the company's future [6]

Group 1 - The core point of the article highlights the performance of the Zhongzheng 1000 Enhanced ETF (561590), which opened at 1.327 yuan and experienced a slight decline of 0.23% [1] - The major holdings of the ETF include stocks such as Jucheng Co., which fell by 0.90%, and Jingwei Hengrun, which dropped by 1.05%, while Daikin Heavy Industries saw an increase of 0.87% [1] - The ETF's performance benchmark is the Zhongzheng 1000 Index return, managed by Huatai-PB Fund Management Co., with a return of 33.02% since its establishment on November 23, 2022, and a 2.02% return over the past month [1]

Group 1 - The Chinese semiconductor industry is at a historical intersection driven by "domestic substitution" and the "AI technology revolution" [3][6] - The upcoming IC China 2025 event will focus on strengthening technological innovation and ensuring the stability of the industrial supply chain [4] - The semiconductor sector has shown strong performance in the A-share market, with a cumulative increase of 40.63% in the semiconductor index year-to-date [5][6] Group 2 - A total of 29 semiconductor stocks are predicted to have a net profit growth rate exceeding 20% in 2026 and 2027, according to institutional forecasts [7] - Among the stocks with significant growth potential, Haiguang Information has the highest number of institutional ratings, with 31 reports highlighting its advancements in AI computing [7][8] - The stock with the highest upside potential is Yongxi Electronics, with a projected increase of 61.5% compared to institutional target prices [8]

Core Viewpoint - Juchip Technology is planning to issue overseas shares (H-shares) and list on the Hong Kong Stock Exchange to enhance its global development strategy, brand influence, and core competitiveness [1] Group 1: Company Overview - Juchip Technology is a low-power AIoT chip design manufacturer, focusing on the research, design, and sales of mid-to-high-end smart audio SoC chips [4] - The company specializes in providing integrated chip products and solutions for AIoT fields such as wireless audio, smart wearables, and smart interaction [4] Group 2: Financial Performance - For the first three quarters of 2025, Juchip Technology achieved revenue of 722.14 million yuan, a year-on-year increase of 54.74% [4] - The net profit attributable to shareholders was 152 million yuan, reflecting a year-on-year growth of 113.85% [4] - Key financial metrics for the reporting period include: - Operating revenue: 273 million yuan, up 46.64% year-on-year - Total profit: 60.27 million yuan, up 101.09% year-on-year - Net profit attributable to shareholders: 60.27 million yuan, up 101.09% year-on-year - Basic earnings per share: 0.35 yuan, up 105.88% year-on-year [5] Group 3: Market Performance - As of the latest trading session, Juchip Technology's A-shares closed at 52.05 yuan, down 1.79%, with a total market capitalization of approximately 9.12 billion yuan [6] - The stock has seen a 52-week high of 68.21 yuan and a low of 26.76 yuan, indicating significant volatility in its market performance [6]

Core Viewpoint - Juchip Technology (688049.SH) is planning to issue overseas shares (H-shares) and list on the Hong Kong Stock Exchange to enhance its global development strategy, brand influence, and core competitiveness [1][2] Company Overview - Juchip Technology, established in 2014 and headquartered in Zhuhai, is a leading low-power AIoT chip design manufacturer in China, focusing on the research, design, and sales of mid-to-high-end smart audio SoC chips [2] - The company has subsidiaries in Shenzhen, Hefei, and Hong Kong, and branch offices in Shanghai and Chengdu [2] - Its main products include smart wireless audio SoC chips, edge AI processors, and portable audio-video SoC chips, widely used in Bluetooth speakers, wireless home theaters, smartwatches, and other AIoT applications [2] - As of November 17, 2025, the total market capitalization of Juchip Technology is approximately 3.158 billion RMB [2]

Core Viewpoint - The company is planning to issue overseas shares (H-shares) and list on the Hong Kong Stock Exchange to enhance its global development strategy, brand influence, and core competitiveness [1]. Group 1: H-share Listing Plans - The company aims to optimize its capital structure and broaden financing channels through the H-share listing [1]. - Discussions with relevant intermediaries regarding the specific progress of the H-share listing are ongoing, and details have yet to be finalized [1]. - The H-share listing will not result in changes to the company's controlling shareholder or actual controller [1]. Group 2: Regulatory Compliance - The H-share listing is subject to approval from the company's board and shareholders, as well as regulatory bodies including the China Securities Regulatory Commission and the Hong Kong Stock Exchange [1]. - The company will fulfill its information disclosure obligations in accordance with relevant laws and regulations based on the progress of the H-share listing [2]. Group 3: Uncertainty and Investor Caution - There is significant uncertainty regarding whether the H-share listing will pass the necessary reviews and approvals [2]. - Investors are advised to be rational and mindful of investment risks associated with the H-share listing [2].

Group 1: Company Announcements - 合富中国's stock price increased by 256.29% over 14 trading days, significantly outperforming the industry and Shanghai Composite Index, leading to a suspension for verification starting November 17 [1] - 工业富联's GB300 achieved mass production in Q3, with improved yield and testing efficiency, positively impacting Q4 gross margin [2] - 天孚通信's controlling shareholder plans to transfer 8.5 million shares, representing 1.09% of total equity, due to personal funding needs [4] - 璞泰来 plans to invest 7.6 billion yuan in a new integrated film coating project, aiming to meet growing demand in the battery and energy storage sectors [5] - 电投能源 intends to acquire 100% of Baiyin Hua Coal Power for 11.149 billion yuan, financing through share issuance and cash [6] - 中微公司 reported that a shareholder completed a reduction of 12.52 million shares, totaling 3.351 billion yuan [7] - 瑞德智能 plans to invest 10 million yuan in a leading company in the power plant robotics sector [8] - 盘古智能 aims to acquire control of a petrochemical company by purchasing 11.97% of its shares for 24.64 million yuan [9] - 泰达股份 signed a memorandum for a waste-to-energy project in Egypt [10] - 杭氧股份 is set to establish a venture capital fund focusing on low-temperature technology and nuclear fusion [11] Group 2: Financial Performance and Regulatory Approvals - 复星医药's subsidiary received FDA approval for a biosimilar drug, with applications pending in China and Europe [21] - 长春高新 received approval for a clinical trial of a new growth hormone drug, with no similar products currently available in China [20] - 海辰药业 obtained a drug registration certificate for a new injection product [22] - 上海机场 reported a 12.46% year-on-year increase in passenger throughput for October [23] Group 3: Shareholder Actions - 深桑达 A plans to publicly transfer 80% of a subsidiary's shares with a minimum price of 1.857 billion yuan [12] - 中电港's major shareholder reduced its stake by 1% between October 31 and November 13 [15] - 康龙化成's major shareholders plan to collectively reduce their holdings by up to 1.5% [16] - 科兴制药's controlling shareholder intends to transfer 5% of its shares [17]

Core Viewpoint - The company is planning to issue overseas shares (H-shares) and list on the Hong Kong Stock Exchange to enhance its global development strategy and brand influence while optimizing its capital structure and expanding financing channels [1] Group 1 - The company aims to strengthen its core competitiveness and consolidate its leading position in the industry through this initiative [1] - Discussions are ongoing with relevant intermediaries regarding the specific progress of the H-share listing, with details yet to be finalized [1] - The H-share listing will not result in changes to the company's controlling shareholder or actual controller [1]

证券代码：688049 证券简称：炬芯科技 公告编号：2025-072 炬芯科技股份有限公司 炬芯科技股份有限公司（以下简称"公司"） 为进一步推进公司全球化发展战 略及海外业务布局需要，提升品牌影响力与核心竞争力，巩固行业领先地位，充分 借助国际资本市场的资源与机制优势，优化资本结构，拓宽多元融资渠道，全面提 升公司综合实力，正在筹划发行境外股份（H股）并在香港联合交易所有限公司 （以下简称"香港联交所"）上市事宜（以下简称"本次H股上市"）。公司正与相关 中介机构就本次H股上市的具体推进工作进行商讨，相关细节尚未确定，本次H股 上市不会导致公司控股股东和实际控制人发生变化。 根据《中华人民共和国公司法》《中华人民共和国证券法》《上海证券交易所 科创板股票上市规则》《境内企业境外发行证券和上市管理试行办法》《香港 联合交易所有限公司证券上市规则》等相关规定，待确定具体方案后，本次H股上 市工作尚需提交公司董事会和股东会审议，并经中国证券监督管理委员会、香港联 交所和香港证券及期货事务监察委员会等监管机构的批准、核准或备案。 本次H股上市能否通过审议、备案和审核程序并最终实施具有较大不确定性。 公司将依据相关 ...