翱捷科技首次公开发行股票募集资金总额为68.83亿元，扣除发行费用后募集资金净额为65.46亿 元。翱捷科技最终募集资金净额比原计划多41.66亿元。该公司于2022年1月10日披露的招股说明书显 示，其拟募集资金23.80亿元，拟分别用于新型通信芯片设计，智能IPC芯片设计项目，多种无线协议融 合、多场域下高精度导航定位整体解决方案及平台项目，研发中心建设项目，补充流动资金项目。 翱捷科技首次公开发行股票的发行费用总额为3.37亿元，其中，保荐及承销费用3.10亿元。 (责任编辑：华青剑) 中国经济网北京2月24日讯 翱捷科技(688220.SH)今日收报88.08元，跌幅4.29%。该股目前处于破发 状态。 翱捷科技于2022年1月14日在上交所科创板上市，发行的股票数量为4183.0089万股，发行价格为 164.54元/股，保荐人（主承销商）为海通证券股份有限公司（现更名为国泰海通证券股份有限公 司），保荐代表人为王鹏程、龚思琪。 上市首日，翱捷科技开盘即破发，盘中最高价报130.11元，为该股上市以来最高价。 ...

（文章来源：每日经济新闻） 每经AI快讯，2月24日，科创50日内跌幅达1.04%。成分股中，芯原股份跌7.54%，翱捷科技跌5.47%， 金山办公跌4.60%，寒武纪跌3.90%。 ...

Group 1 - The core point of the news is that Aojie Technology (688220.SH) is currently experiencing a decline in stock price, closing at 92.03 yuan with a drop of 3.63%, and is in a state of breaking its initial public offering price [1] - Aojie Technology was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on January 14, 2022, with an initial stock issuance of 41.83 million shares at a price of 164.54 yuan per share [1][2] - The company raised a total of 6.883 billion yuan through its initial public offering, with a net amount of 6.546 billion yuan after deducting issuance costs, which was 4.166 billion yuan more than the originally planned fundraising amount of 2.380 billion yuan [2] Group 2 - The total issuance costs for Aojie Technology's initial public offering amounted to 337 million yuan, with underwriting and sponsorship fees accounting for 310 million yuan [3]

Core Viewpoint - Aojie Technology (688220.SH) has experienced a decline in stock price, currently trading at 84.09 yuan, reflecting a drop of 1.31% and is in a state of breaking its initial public offering (IPO) price [1] Group 1: IPO Details - Aojie Technology was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on January 14, 2022, with an issuance of 41.83 million shares at a price of 164.54 yuan per share [1] - The stock opened below its IPO price on the first trading day, reaching a maximum price of 130.11 yuan, which is the highest price since its listing [1] - The total funds raised from the IPO amounted to 6.883 billion yuan, with a net amount of 6.546 billion yuan after deducting issuance costs, exceeding the original plan by 4.166 billion yuan [1] Group 2: Fund Utilization - The company intended to raise 2.38 billion yuan for various projects, including the design of new communication chips, smart IPC chip design, high-precision navigation solutions, R&D center construction, and working capital [1] - The total issuance costs for the IPO were 337 million yuan, with underwriting and sponsorship fees accounting for 310 million yuan [2]

Group 1 - The core viewpoint of the news highlights the strong performance of the semiconductor design sector, particularly the Tianhong ETF, which focuses on chip design companies in the Sci-Tech Innovation Board, showing a 1.25% increase in its index and a transaction volume of 48.5467 million yuan on February 10 [1] - The Tianhong Sci-Tech Chip Design ETF has seen a cumulative net inflow of 69.3491 million yuan since its launch, with its latest scale reaching 654 million yuan as of February 9, 2026, marking a new high since its inception [1] - The ETF covers three major sub-sectors within chip design, allowing it to capture explosive growth in individual sectors while diversifying risks associated with individual stocks, especially as the semiconductor industry enters a recovery phase supported by favorable policies and demand [1] Group 2 - Alibaba has launched its next-generation image generation model, Qwen-Image-2.0, which excels in precise rendering, complex instruction support, and Chinese typesetting, achieving a score of 1029 in the AIArena evaluation, surpassing several international competitors [2] - The model is based on a lightweight 7B architecture, enabling efficient handling of complex image and text generation tasks, and is the first to integrate generation and editing functionalities [2] - The recent strong trend in the Sci-Tech chip sector is viewed positively by Guangfa Securities, which suggests it offers a good entry point for investors seeking stable returns in the current market environment [2]

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].

（文章来源：证券日报） 证券日报网讯 2月6日，翱捷科技在互动平台回答投资者提问时表示，关于公司业务布局情况，可查阅 公司定期报告及其他公告中的披露信息。 ...

证券日报网讯 2月6日，翱捷科技在互动平台回答投资者提问时表示，2025年下半年以来，蜂窝物联网 芯片市场整体竞争充分，应用场景持续拓展。在Cat.1等成熟细分领域，市场格局相对稳定，竞争重点 逐步从单纯价格竞争转向产品稳定性、交付能力及客户服务能力；在智能设备和海外市场，公司凭借平 台化产品布局和规模化量产经验，持续积累竞争力。2026年，随着公司蜂窝物联网芯片产品出货规模的 持续提升、产品结构的进一步优化，以及供应链和成本控制能力的增强，公司该业务毛利率具备一定改 善基础。后续公司将持续通过技术迭代、产品组合优化，努力提升该业务整体盈利能力。 （编辑 任世碧） ...

证券日报网讯2月6日，翱捷科技在互动平台回答投资者提问时表示，公司的NPU IP可覆盖从数百GOPS 到数十TOPS的算力需求。公司的IP主要用于自研产品。 ...

证券日报网讯2月6日，翱捷科技在互动平台回答投资者提问时表示，公司芯片定制业务已与多领域内客 户建立合作，相关订单目前在公司业务中占合理比重。公司后续将持续发展芯片定制业务，积极拓展各 行业客户合作，相关经营数据请以公司定期报告及官方披露信息为准。 ...