Core Viewpoint - Dongxin Co., Ltd. (688110.SH) anticipates a net loss attributable to shareholders of the parent company between 174 million and 214 million yuan for the fiscal year 2025, despite a significant revenue growth of approximately 43.75% year-on-year and a substantial increase in gross margin [1] Financial Performance - The company projects a net loss of 1.74 billion to 2.14 billion yuan for 2025 [1] - Revenue is expected to grow by about 43.75% compared to the previous year [1] - The storage segment has achieved profitability during the reporting period [1] Strategic Investments - In 2024, the company made a strategic investment of 200 million yuan in Shanghai Lishuan using its own funds [1] - Shanghai Lishuan successfully completed the first tape-out of its self-developed GPU chip "7G100" in 2025, with a small number of graphics cards already delivered to customers [1] - The company plans to invest an additional 211 million yuan in 2025 to further deepen its layout in the high-performance GPU sector [1] Accounting and Losses - The company will account for the aforementioned investments using the equity method, with an expected investment loss of approximately 166 million yuan recognized in 2025 [1]

Group 1 - The company Dongxin Co., Ltd. (688110.SH) forecasts a net loss attributable to shareholders of the parent company between 174 million to 214 million yuan for the year 2025 [1] - During the reporting period, the company's operating revenue is expected to grow approximately 43.75% year-on-year, with a significant increase in gross margin [1] - The storage segment of the company has achieved profitability [1] Group 2 - In 2024, the company made a strategic investment of 200 million yuan in Shanghai Lishuan using its own funds [1] - For 2025, the company plans to increase its investment in Shanghai Lishuan by approximately 211 million yuan, continuing its deep layout in the high-performance GPU sector [1] - The company will account for the aforementioned investment using the equity method, with an expected investment loss of about 166 million yuan recognized in 2025 [1]

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。 一、本期业绩预告情况 证券代码：688110 证券简称：东芯股份 公告编号：2026-006 东芯半导体股份有限公司 2025 年年度业绩预告 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 1、经财务部门初步测算，预计东芯半导体股份有限公司（以下简称"公司"） 2025 年度（以下又称"报告期"）实现营业收入约为 92,140 万元，与上年同期 （法定披露数据）相比，将增加约 28,044.65 万元，同比增加 43.75%左右。 2、2025 年度实现归属于母公司所有者的净利润将出现亏损，实现归属于母 公司所有者的净利润预计-21,400 万元到-17,400 万元。与上年同期（法定披露 数据）相比，亏损将增加 685.81 万元至 4,685.81 万元，亏损增加 4.10%至 28.03%。 3、2025 年度实现归属于母公司所有者扣除非经常性损益后的净利润预计 -24,100 万元到-20,100 万元。与 ...

东芯股份公告称，2025年1月1日至12月31日，公司预计实现营收92,140万元，同比增加43.75%；预计归 属于母公司所有者的净利润亏损2.14-1.74亿元，亏损增加4.10%-28.03%。业绩变动主因是中小容量存储 芯片市场向好，公司营收与盈利能力提升，但研发费用投入大，且对砺算科技投资确认亏损约1.66亿 元。 ...

Group 1 - The event "Digital Intelligence Empowering Ecology 'Supply' Sharing New Future" was held in Chongming, Shanghai, focusing on regional development and capital market empowerment for the real economy [1][2] - Key stakeholders, including government officials and representatives from listed companies, participated in discussions on regional development, policy support, and innovative investment relations management [1] - The "Top 100 Secretaries" award ceremony recognized 200 outstanding secretaries and 10 excellent secretary teams, highlighting the importance of the capital market and the role of secretaries [1] Group 2 - A sub-forum on equity mergers and acquisitions provided a platform for companies to showcase their core advantages and link industry resources [2] - Several listed companies, including Huayou Cobalt and Dongxin Technology, participated in a roadshow, attracting over a hundred institutional professionals to facilitate efficient connections between listed companies and capital [2] - The event was co-hosted by Shenzhen Yao Research Technology Co., Chongming District Supply and Marketing Cooperative, and Shanghai Dongtan Construction Group, with support from Suzhou Investment Relations Technology Co. [2]

Group 1 - On January 22, Dongxin Co., Ltd. saw a stock increase of 1.38% with a transaction volume of 2.975 billion yuan, and a net financing purchase of 72.2 million yuan [1] - As of January 22, the total margin balance for Dongxin Co., Ltd. was 3.466 billion yuan, with a financing balance of 3.459 billion yuan, accounting for 6.31% of the circulating market value, indicating a high level compared to the past year [1] - The company specializes in the research, design, and sales of general-purpose storage chips, with revenue composition as follows: NAND 57.08%, MCP 25.88%, DRAM 10.43%, NOR 6.15%, and others 0.25% [1] Group 2 - As of September 30, the number of shareholders for Dongxin Co., Ltd. increased by 168.45% to 51,300, while the average circulating shares per person decreased by 62.75% to 8,627 shares [2] - For the period from January to September 2025, Dongxin Co., Ltd. achieved operating revenue of 573 million yuan, a year-on-year increase of 28.09%, but reported a net profit attributable to shareholders of -146 million yuan, a decrease of 12.16% year-on-year [2] - Since its A-share listing, Dongxin Co., Ltd. has distributed a total of 135 million yuan in dividends, with 55.72 million yuan distributed over the past three years [3]

进一步统计，近3个月内该股累计发生1笔大宗交易，合计成交金额为269.06万元。该股近5个交易日累 计上涨4.44%，主力资金合计净流入5576.16万元。 责任编辑：小浪快报 1月21日，东芯股份收涨1.76%，收盘价为122.30元，发生1笔大宗交易，合计成交量2.2万股，成交金额 269.06万元。 第1笔成交价格为122.30元，成交2.20万股，成交金额269.06万元，溢价率为0.00%，买方营业部为中信 证券华南股份有限公司广州琶洲宸悦路证券营业部，卖方营业部为中国国际金融股份有限公司北京建国 门外大街证券营业部。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ ...

| 股票基金信息 | | --- | | | | 1月21日，东芯股份大宗交易成交2.2万股，成交额269.06万元，占当日总成交额的0.11%，成交价122.3 元，较市场收盘价122.3元持平。 ...

Group 1 - The semiconductor and chip sector experienced a significant rally, with the STAR Market chip index rising by 3.92% as of 10:14 AM on January 21, 2026, driven by strong performances from companies like Loongson Technology (up 20.00%) and Haiguang Information (up 12.46%) [1] - CITIC Securities believes that the storage chip market is currently in a price uptrend due to the explosive demand from AI and supply-side contractions, leading to a performance surge for global storage industry enterprises [1] - The construction of storage production lines and the increase in domestic production rates are expected to accelerate, creating investment opportunities in domestic semiconductor equipment and packaging/testing sectors [1] Group 2 - TSMC is projected to achieve record-high revenue in Q4 2025, with advanced process technology (7nm and below) accounting for 77% of its revenue, and 3nm process shipments reaching 28% [1] - The company anticipates a significant increase in capital expenditure for 2026, estimated between $52 billion and $56 billion, aimed at enhancing its technological advantages and capacity expansion in the high-end wafer foundry sector [1] - The ongoing demand for AI computing power is expected to strongly drive the semiconductor manufacturing sector [1] Group 3 - As of December 31, 2025, the top ten weighted stocks in the STAR Market chip index accounted for 57.76% of the index, including companies like SMIC, Haiguang Information, and Cambrian [2] - The STAR Chip ETF (588200) serves as a convenient tool for investors looking to gain exposure to the STAR Market chip sector [2] Group 4 - Investors without stock accounts can explore investment opportunities in domestic chips through the STAR Chip ETF linked fund (017470) [3]

Group 1 - The core viewpoint of the article is that Dongxin Co., Ltd. maintains a stable capital structure and sustainable development strategy, resulting in a stable asset-liability ratio [1] Group 2 - The company responded to investor inquiries on an interactive platform, emphasizing its commitment to a prudent capital structure [1] - The asset-liability ratio of the company is described as relatively stable, indicating a focus on financial health [1]