智通财经APP讯，晶晨股份(688099.SH)披露2025年度业绩快报，2025年，公司实现营业收入67.93亿 元，同比增长14.63%;归属于母公司所有者的净利润8.71亿元，同比增长6%。 2025年是公司新产品大规模商用年，多个重点投入的战略性产品实现规模化商用，这些产品不仅在当期 贡献业绩，也为未来多年公司业绩持续增长奠定了坚实基础。 2025年是端侧智能技术快速发展年,公司不断推出契合市场需求的芯片产品,当前公司各产品线已有超过 20款芯片搭载自研端侧智能算力单元。2025年,搭载自研端侧智能算力单元的芯片出货量已超2,000万 颗，同比增长近160%。与此同时,公司充分发挥平台型SoC技术优势,联合全球智能领域头部客户和新兴 客户,持续推动芯片在创新硬件形态和应用场景上的突破，2025年已有多款适配最新端侧大模型或新应 用场景的新产品上市。 ...

2025年是公司新产品大规模商用年，多个重点投入的战略性产品实现规模化商用，这些产品不仅在当期 贡献业绩，也为未来多年公司业绩持续增长奠定了坚实基础。 2025年是端侧智能技术快速发展年,公司不断推出契合市场需求的芯片产品,当前公司各产品线已有超过 20款芯片搭载自研端侧智能算力单元。2025年,搭载自研端侧智能算力单元的芯片出货量已超2,000万 颗，同比增长近160%。与此同时,公司充分发挥平台型SoC技术优势,联合全球智能领域头部客户和新兴 客户,持续推动芯片在创新硬件形态和应用场景上的突破，2025年已有多款适配最新端侧大模型或新应 用场景的新产品上市。 智通财经APP讯，晶晨股份(688099.SH)披露2025年度业绩快报，2025年，公司实现营业收入67.93亿 元，同比增长14.63%;归属于母公司所有者的净利润8.71亿元，同比增长6%。 ...

Group 1 - Unisplendour Corporation has decided to terminate its plan to issue H-shares and list on the Hong Kong Stock Exchange due to strategic development considerations [2] - Yuandong Biotech is participating in a follow-up procurement for 13 products, with expected sales revenue of approximately 651 million yuan in 2024, accounting for 48.25% of total revenue [3] - Blue Lithium has terminated its participation in the GreenMei Indonesia project due to strategic adjustments by GreenMei, with no significant impact on its operations [4] Group 2 - Jinhaitong plans to invest up to 400 million yuan in the construction of a semiconductor equipment manufacturing center in Shanghai, covering an area of 55,000 square meters [5] - Kaiying Network's subsidiary has signed a settlement agreement with Legend IP, which is expected to positively impact profits by approximately 200 million yuan [6] - Newray plans to acquire 70% of PCB tool company Huilian Electronics for no more than 700 million yuan, enhancing its market position in the PCB tool sector [7] Group 3 - Longbai Group intends to acquire a 5.46% stake in Yunnan Guotai for 234 million yuan [8] - Dawi Technology's Zhangbei data center project is set to be completed by October 2025, primarily providing customized standard data center environments [9] Group 4 - Guobang Electronics reported a net profit of 508 million yuan for 2025, a year-on-year increase of 4.72%, despite a revenue decline of 7.92% [11] - Daotong Technology achieved a net profit of 935 million yuan in 2025, reflecting a significant year-on-year growth of 45.89% [12] - Jingchen Co. reported a net profit of 871 million yuan for 2025, with a growth of 6% year-on-year [13] Group 5 - Qizhou Dongfeng plans to repurchase shares worth between 50 million and 100 million yuan to implement an employee stock ownership plan [17] - Keri Technology's shareholders plan to reduce their holdings by a total of up to 3.13% of the company's shares [19] Group 6 - Roman Co. signed a 260 million yuan contract for a wind power project, with the company’s share of the contract amounting to approximately 190 million yuan [21] - Zhongke Haixun is expected to win projects totaling approximately 288 million yuan [22] - Shan Jian Co. won four construction projects with a total value of 4.834 billion yuan [23]

每经AI快讯，2月11日，晶晨股份发布2025年度业绩快报，报告期内实现营业总收入67.93亿元，同比增 长14.63%；归属于上市公司股东的净利润8.71亿元，同比增长6%。 每经AI快讯，2月11日，晶晨股份发布2025年度业绩快报，报告期内实现营业总收入67.93亿元，同比增 长14.63%；归属于上市公司股东的净利润8.71亿元，同比增长6%。 ...

格隆汇2月11日｜晶晨股份(688099.SH)公告称，2025年实现营业总收入67.93亿元，同比增长14.63%；归 属于母公司所有者的净利润8.71亿元，同比增长6.00%。预计2026年第一季度公司营收将实现10%~20% 的同比增长，2026年全年公司营收将实现25%~45%的同比增长，具体业绩存在一定不确定性。 ...

证券代码：688099 证券简称：晶晨股份 公告编号：2026-006 晶晨半导体（上海）股份有限公司 2025 年度业绩快报公告 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、准确性和完整性依法承担法律责任。 本公告所载2025年度主要财务数据为初步核算数据，未经会计师事务所审计， 具体数据以晶晨半导体（上海）股份有限公司（以下简称"公司"）2025年年度 报告中披露的数据为准，提请投资者注意投资风险。 一、2025 年全年主要财务数据和指标 单位：人民币 万元 | 项目 | 本报告期 | 上年同期 | 增减变动幅度（％） | | --- | --- | --- | --- | | 营业总收入 | 679,323.36 | 592,631.53 | 14.63 | | 营业利润 | 91,209.13 | 85,230.15 | 7.02 | | 利润总额 | 91,168.18 | 85,181.45 | 7.03 | | 归属于母公司所有者的净利润 | 87,123.89 | 82,192.14 | 6.00 | | 归属于母公司所有者的扣除非 经 ...

2025年是端侧智能技术快速发展年,公司不断推出契合市场需求的芯片产品,当前公司各产品线已有超过 20款芯片搭载自研端侧智能算力单元。2025年,搭载自研端侧智能算力单元的芯片出货量已超2,000万 颗，同比增长近160%。与此同时,公司充分发挥平台型SoC技术优势,联合全球智能领域头部客户和新兴 客户,持续推动芯片在创新硬件形态和应用场景上的突破，2025年已有多款适配最新端侧大模型或新应 用场景的新产品上市。 格隆汇2月11日丨晶晨股份(688099.SH)公布2025年度业绩快报，2025年，公司近年来重点投入的新产品 批量上市，快速打开市场局面，公司多年来在全球化市场的持续耕耘逐步进入收获期，经营业绩稳步增 长，经营质量持续提升。2025年全年，公司实现营业收入67.93亿元，同比增加8.67亿元；归属于母公司 所有者的净利润8.71亿元，同比增加0.49亿元；全年芯片销量超1.74亿颗，同比增加超0.31亿颗。2025年 度营业收入、归属于母公司所有者的净利润以及芯片销量均创历史新高。 在2024年"运营效率提升年"的基础上，2025年公司持续推进运营效率提升行动项，2025年公司综合毛利 率逐季提 ...

格隆汇2月11日丨晶晨股份(688099.SH)公布2025年度业绩快报，2025年，公司近年来重点投入的新产品 批量上市，快速打开市场局面，公司多年来在全球化市场的持续耕耘逐步进入收获期，经营业绩稳步增 长，经营质量持续提升。2025年全年，公司实现营业收入67.93亿元，同比增加8.67亿元；归属于母公司 所有者的净利润8.71亿元，同比增加0.49亿元；全年芯片销量超1.74亿颗，同比增加超0.31亿颗。2025年 度营业收入、归属于母公司所有者的净利润以及芯片销量均创历史新高。 在2024年"运营效率提升年"的基础上，2025年公司持续推进运营效率提升行动项，2025年公司综合毛利 率逐季提升，分别为36.23%、37.29%、37.74%、40.46%，2025年全年综合毛利率37.97%,同比2024年综 合毛利率（36.55%）绝对值提升1.42个百分点。2026年公司还将持续推进运营效率提升，经营质量还将 继续改善。 2025年是端侧智能技术快速发展年,公司不断推出契合市场需求的芯片产品,当前公司各产品线已有超过 20款芯片搭载自研端侧智能算力单元。2025年,搭载自研端侧智能算力单元的芯片出 ...

Core Viewpoint - The A-share market has seen a significant rally in semiconductor stocks, indicating strong investor interest and potential growth in this sector [1] Group 1: Stock Performance - Guoxin Technology has increased by over 13% [1] - Xinyuan Technology has risen by more than 12% [1] - Changguang Huaxin and Huahai Chengke have both gained over 9% [1] - Guoke Microelectronics, Canxin Technology, Taiji Industry, Yuanjie Technology, and Guangliwei have all seen increases of over 7% [1] - Huaya Intelligent, Jiangfeng Electronics, China Shipbuilding Industry, Dike Co., Changdian Technology have all risen by over 6% [1] - Moer Thread, Tianyue Advanced, Zhaoyi Innovation, and Cambrian have all increased by over 5% [1]

Investment Rating - The report maintains a "Positive" investment rating for the electronic industry, indicating an expectation of returns stronger than the market benchmark by over 5% [5]. Core Insights - Strong demand for computing power driven by AI applications is expected to continue, with significant investments from major cloud providers [8]. - The hardware supply-demand imbalance is spreading across various sectors, leading to price increases [8]. - New technologies such as CPO (Co-Packaged Optics) are anticipated to create additional demand [8]. Summary by Sections Investment Recommendations and Targets - Key investment targets include: - Semiconductor manufacturing: SMIC (688981, Buy), Hua Hong Semiconductor (01347, Buy) - Testing and packaging: Changdian Technology (600584, Buy), Tongfu Microelectronics (002156, Buy), and others [9]. - Server storage: Lianqi Technology (688008, Buy) - CPUs: Haiguang Information (688041, Buy), Longxin Technology (688047, Not Rated), and others [9]. - Passive components: Sanhua Group (300408, Buy), Fenghua Advanced Technology (000636, Not Rated) [9]. - Server manufacturing: Industrial Fulian (601138, Buy), Huaqin Technology (603296, Buy) [9]. - Analog and power chips: Naxin Micro (688052, Buy), Sierui Technology (688536, Not Rated), and others [9]. - Semiconductor equipment: Zhongwei Company (688012, Buy), Northern Huachuang (002371, Buy), and others [9]. - Optical devices/chips: Zhishang Technology (301486, Not Rated), Tianfu Communication (300394, Not Rated), and others [9]. AI Applications and Edge Computing - Key targets in edge AI applications include: - AI main control chips: Amlogic (688099, Buy), Hengxuan Technology (688608, Buy) - Edge storage: Zhaoyi Innovation (603986, Buy), Bawei Storage (688525, Buy) [10]. - Terminal manufacturers: Hikvision (002415, Buy), Luxshare Precision (002475, Buy), BYD Electronics (00285, Not Rated), and others [10]. - Core components for AI edge: Huanxu Electronics (601231, Buy), Sunny Optical Technology (02382, Buy), and others [10].