（编辑 袁冠琳） 证券日报网1月26日讯 ，东芯股份在接受调研者提问时表示，网通领域需求逐步增长，FTTR等家用侧 网络通信需求持续修复。可穿戴智能设备的存储容量需求持续增长。物联网模块需求向好，伴随容量需 求增长，MCP销售单价有望逐步提升，5G模块的导入在逐步起量。车载领域，公司继续推进整车厂和 Tier1客户的导入工作，进一步推进市场份额的持续增长。 ...

证券日报网1月26日讯 ，东芯股份在接受调研者提问时表示，上海砺算发布的7G100系列产品从计算核 心到指令集完全由自主设计，基于自研TrueGPU天图架构，并自研指令集、自研软件栈。产品在GPU主 流benchmark中表现良好，可高效运行大型3A游戏及本地化部署的DeepSeek-R18B模型，展现出优良的 图形与AI计算能力，具备商业化潜力与市场竞争力。 （编辑 袁冠琳） ...

证券日报网1月26日讯，东芯股份在接受调研者提问时表示，受到行业上行周期影响，海外存储原厂进 一步将产能转至高利润产品线，对利基型存储产品带来相应的产能挤压。导致供给出现相对紧缺的情 况，公司涉及的存储产品，目前均在价格上涨的通道，呈现持续向好的态势。 ...

证券日报网1月26日讯，东芯股份在接受调研者提问时表示，随着行业需求回暖，公司产品销售呈现积 极态势。公司将积极优化运营效率及库存管理策略，力求把握市场机遇，公司存货主要由原材料、委托 加工物资、库存商品等构成，截至三季度报告期末公司存货为10亿元。公司根据自身库存情况和客户的 需求，并结合对市场的预测拟定采购计划，目前存储市场价格仍在持续修复，库存水平处于可控范围之 内。 ...

(本文来自第一财经) 东芯股份在投资者关系活动记录表中表示，受到行业上行周期影响，海外存储原厂进一步将产能转至高 利润产品线，对利基型存储产品带来相应的产能挤压。导致供给出现相对紧缺的情况，公司涉及的存储 产品，目前均在价格上涨的通道，呈现持续向好的态势。 随着行业需求回暖，公司产品销售呈现积极 态势。公司将积极优化运营效率及库存管理策略，力求把握市场机遇，公司存货主要由原材料、委托加 工物资、库存商品等构成，截至三季度报告期末公司存货为10亿元。公司根据自身库存情况和客户的需 求，并结合对市场的预测拟定采购计划，目前存储市场价格仍在持续修复，库存水平处于可控范围之 内。 ...

东芯股份(688110.SH)在投资者关系活动中称，受到行业上行周期影响，海外存储原厂进一步将产能转 至高利润产品线，对利基型存储产品带来相应的产能挤压。导致供给出现相对紧缺的情况，公司涉及的 存储产品，目前均在价格上涨的通道，呈现持续向好的态势。随着行业需求回暖，公司产品销售呈现积 极态势。公司将积极优化运营效率及库存管理策略，力求把握市场机遇，公司存货主要由原材料、委托 加工物资、库存商品等构成，截至三季度报告期末公司存货为10亿元。公司根据自身库存情况和客户的 需求，并结合对市场的预测拟定采购计划，目前存储市场价格仍在持续修复，库存水平处于可控范围之 内。 ...

消息面上，三星电子将第一季度NAND闪存供应价格上调100%以上，涨幅远超市场预期。这是继 DRAM内存价格上调近70%后，存储市场释放的又一调价信号。 （文章来源：每日经济新闻） 招商证券认为，2026第一季度各品类存储价格环比涨幅超预期，预计2026年全年全球存储供给整体维持 偏紧状态，AI需求增长持续高于产能扩张速度，其他消费类存储和利基型存储受到产能挤压和下游恐 慌备货等因素，价格涨幅也远超常规水平。今年国内存储产业链多环节都将受益于缺货涨价浪潮，核心 建议关注存储原厂、存储模组/芯片公司、存储封测/代工等环节。 1月26日午后，市场延续震荡调整走势，截至14:35，上证科创板芯片设计主题指数下跌1.1%。 上证科创板芯片设计主题指数由科创板内不超过50只业务涉及芯片设计领域的股票组成，指数前五大权 重股为海光信息、澜起科技、寒武纪、芯原股份、东芯股份，数字芯片设计行业合计占比超75%，在AI 驱动的新范式下具备长期成长潜力。 ...

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index fell by 1.14% as of January 26, 2026, with mixed performance among constituent stocks, where Chipone Technology led with a 10.01% increase [1] - Samsung Electronics has raised the price of its NAND flash memory by more than 100% in the first quarter of this year, significantly exceeding market expectations, and is currently negotiating a new round of NAND pricing with clients for the second quarter, with expectations of continued price increases [1] - Zhongshan Securities forecasts that the AI-related industry will maintain a favorable outlook in 2026, with accelerated domestic production expected to create opportunities in the domestic semiconductor industry, and predicts over 40% growth in capital expenditure from cloud computing giants [1] Group 2 - The top ten weighted stocks in the Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index as of December 31, 2025, include SMIC, Haiguang Information, Cambricon, and others, accounting for a total of 57.76% of the index [1] - The Sci-Tech Chip ETF (588200) tracks the Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index, serving as a convenient tool for investing in the chip sector [2] - Investors without stock accounts can access investment opportunities in domestic chips through the Sci-Tech Chip ETF linked fund (017470) [3]

Core Viewpoint - Dongxin Co., Ltd. forecasts a revenue of approximately 921 million yuan for 2025, representing a year-on-year increase of 43.75%, while expecting a net loss attributable to shareholders of between 214 million yuan and 174 million yuan, indicating a loss increase of 4.1% to 28.03% compared to the previous year [2] Group 1: Performance Forecast - The company anticipates a revenue of about 921 million yuan for 2025, with a year-on-year growth rate of 43.75% [2] - The net profit attributable to shareholders is expected to be between -214 million yuan and -174 million yuan, reflecting a loss increase of 4.1% to 28.03% compared to the previous year [2] - The net profit after deducting non-recurring gains and losses is projected to be between -241 million yuan and -201 million yuan, with a loss increase of 0.15% to 20.09% [2] Group 2: Market Drivers - The small-capacity storage chip market is benefiting from an AI-driven industry upcycle, with an ongoing optimization of supply-demand structure and steady price increases [2] - The advancement of 5G base station construction, smart city initiatives driving security equipment upgrades, innovations in smart wearable devices, and the electrification and intelligence wave in the automotive sector are collectively boosting demand in downstream fields [2] Group 3: Business Development - The company is deepening its technological layout in the "storage, computing, and connectivity" integration field while maintaining high levels of R&D investment [3] - Dongxin Co., Ltd. is consolidating its technological leadership in the SLC NAND Flash industry, with 1xnm flash products already in mass production [3] - The company is enhancing the reliability of storage products and advancing the R&D and industrialization of automotive-grade storage products, with Nand Flash and Nor Flash automotive series products achieving mass production in multiple vehicle models [3] Group 4: Investment Strategy - In 2024, the company made a strategic investment of 200 million yuan in Lishan Technology (Shanghai) Co., Ltd., with an additional investment of approximately 211 million yuan planned for 2025, focusing on the high-performance GPU sector [4] - Lishan Technology specializes in the R&D and design of multi-level graphics rendering GPU chips, with its first self-developed GPU chip "7G100" successfully completing initial wafer production in 2025 [4] - The company will recognize an investment loss of approximately 166 million yuan for 2025, which is a significant factor contributing to the overall increase in losses [4]

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 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 （一）业绩预告期间 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 上年同期（法定披露数据）相比，亏损将增加31.04万元至4,031.04万元，亏损增加0.15%至20.09%。 （三）本次 ...