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）。 ...

报 告 摘 要 乘势而起：市场新高趋势追踪 触及新高的个股、行业和板块可被视为市场的风向标。越来越多的研究表明动量、趋势跟踪策略的有效性。本报告旨在定期跟踪市场中创新高的个股及其 分布，以追踪市场趋势、把握市场热点。 截至2025年8月22日，上证指数、深证成指、沪深300、中证500、中证1000、中证2000、创业板指、科创50指数250日新高距离分别为0.00%、 0.00%、0.00%、0.00%、0.00%、0.06%、0.00%、0.00%。中信一级行业指数中家电、国防军工、综合、传媒、计算机行业指数距离250日新高较 近，食品饮料、煤炭、房地产、银行、消费者服务行业指数距离250日新高较远。概念指数中，数字货币、万得风电、航天军工、汽车零部件、金属非金 属、汽车、家用电器等概念指数距离250日新高较近。 见微知著：利用创新高个股进行市场监测 截至2025年8月22日，共1606只股票在过去20个交易日间创出250日新高。其中创新高个股数量最多的是机械、医药、电子行业，创新高个股数量占比最 高的是国防军工、有色金属、医药行业。按照板块分布来看，本周制造、科技板块创新高股票数量最多；按照指数分布来看 ...

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]

人民财讯8月12日电，炬芯科技近日接受机构调研时表示，公司的端侧AI处理器芯片当前优先应用在音 频市场，相应的场景包括人声分离、AI智能降噪、声纹识别等，公司发挥自身的技术优势，可以为端 侧产品提供低功耗下的AI算力。公司会持续打造低功耗的AI算力平台，将逐步拓展至音频之外的更多 场景应用，比如运动健康方面的传感器数据AI处理应用等。 转自：证券时报 ...

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。 证券代码：688049 证券简称：炬芯科技 公告编号：2025-051 炬芯科技股份有限公司 具体内容详见公司同日披露于上海证券交易所网站（www.sse.com.cn）的《关 于调整 2024 年限制性股票激励计划相关事项的公告》。 炬芯科技股份有限公司（以下简称"公司"）第二届董事会第二十四次会议 于 2025 年 8 月 8 日以邮件方式发出通知，于 2025 年 8 月 11 日以通讯表决方式 召开。本次会议履行临时董事会通知程序，会议由董事长周正宇主持，本次会议 应到董事 7 名，实到董事 7 名，公司监事及高级管理人员列席了本次会议，符合 《中华人民共和国公司法》和公司章程的规定。 特此公告。 经与会董事充分审议，一致达成以下决议： 炬芯科技股份有限公司董事会 董事会认为：根据公司《2024 年限制性股票激励计划（草案）》（以下简称 "《激励计划（草案）》"）的相关规定，在激励计划公告日至激励对象获授限制性 股票前，以及激励对象获授限制性股票后至归属前，公司有资本 ...

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 ...

上海市徐汇区淮海中路 1010 号嘉华中心 45 层 邮政编码 200031 电话： (86-21) 5404 9930 传真： (86-10) 5404 9931 关于炬芯科技股份有限公司 调整 2024 年限制性股票激励计划相关事项的法律意见书 致：炬芯科技股份有限公司 北京市竞天公诚律师事务所上海分所（以下简称"本所"）接受炬芯科技股份 有限公司（以下简称"公司"或"炬芯科技"）的委托，就炬芯科技2024年限制性股 票激励计划（以下简称"本次激励计划"或"2024年限制性股票激励计划"）相关事 宜担任专项法律顾问，根据《中华人民共和国公司法》（以下简称"《公司法》"）、 《中华人民共和国证券法》（以下简称"《证券法》"）、中国证券监督管理委员 会（以下简称"中国证监会"）颁布的《上市公司股权激励管理办法》（以下简称 "《管理办法》"）、《上海证券交易所科创板股票上市规则》（以下简称"《上 市规则》"）和《科创板上市公司自律监管指南第4号—股权激励信息披露》等有 关法律、法规和规范性文件，以及《炬芯科技股份有限公司章程》 （以下简称"《公 司章程》"）的规定，就炬芯科技调整2024年限制性股票激励相关事项 ...