据央视新闻报道，当地时间9月17日，美国联邦储备委员会结束为期两天的货币政策会议，宣布将联邦 基金利率目标区间下调25个基点到4.00%至4.25%之间。此次降息对A股、港股、人民币影响多大？21财 经客户端持续跟进最新市场动态>>> 半导体板块持续走强，北方华创、中芯国际、海光信息、新相微盘中创新高，瑞芯微、汇成股份涨停， 利扬芯片涨超10%，灿芯股份、盛科通信、翱捷科技、华虹公司、中微公司跟涨。 09-18 10:17 科创50指数涨超3%，成份股中，中微公司涨超8%，海光信息涨超7%。 09-18 10:16 恒生指数突破27000点关口，创2021年7月以来新高。 09-18 10:14半导体板块持续走强 多股创新高 09-18 10:22三大指数全线翻红 科创50指数涨超4% 三大指数盘中全线翻红，此前创业板指一度跌超1%，科创50指数涨超4%，科创权重股中微公司、海光 信息、中芯国际涨超6%，沪深京三市上涨个股超2100家。 09-18 10:17半导体产业链涨势扩大 中芯国际AH股续创历史新高 半导体产业链盘中持续拉升，中芯国际AH股双双涨超6%，海光信息、北方华创涨超5%，均创历史新 高，此前 ...

9月16日晚间，央视《新闻联播》播出了中国联通三江源绿电智算中心项目建设成效。其中，国产算力 部分涉及阿里平头哥(万卡)、沐曦股份、壁仞科技、中昊芯英、太初元碁、燧原科技、摩尔线程等多个 国产AI芯片品牌的已签约或拟签约情况。 A股半导体股拉升，其中，汇成股份20CM涨停，利扬芯片涨超16%，中微公司涨超14%，新相微涨超 11%，灿芯股份涨超10%，瑞芯微10CM涨停，盛科通信、北方华创涨超9%，海光信息涨超8%，翱捷科 技、矽电股份、华虹公司、中科飞测、闻泰科技涨超7%，圣邦股份、中芯国际、广立微涨超6%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688403 | 汇成股份 | | 19.99 | 137亿 | 83.28 | | 688135 | 利扬芯片 | 1 | 16.53 | 79.58 乙 | 95.32 | | 688012 | 中微公司 | 1 | 14.15 | 1624亿 | 37.33 | | 688593 | 新相微 | 兼 | 11.69 | 123亿 | 45.6 ...

经中国证券监督管理委员会《关于同意翱捷科技股份有限公司首次公开发行 股票注册的批复》（证监许可[2021]3936 号）批复，翱捷科技股份有限公司（以 下简称"上市公司"、"公司"或"发行人"）首次公开发行股票 4,183.0089 万股，每 股面值人民币 1 元，每股发行价格人民币 164.54 元，募集资金总额为人民币 688,272.28 万元，扣除发行费用后，实际募集资金净额为人民币 654,643.20 万元。 本次发行证券已于 2022 年 1 月 14 日在上海证券交易所上市。国泰海通证券股份 有限公司（以下简称"保荐机构"或"国泰海通"）担任其持续督导保荐机构，持 1 国泰海通证券股份有限公司 关于翱捷科技股份有限公司 2025 年度持续督导半年度跟踪报告 | 保荐机构名称：国泰海通证券股份有限公司 | 被保荐公司简称：翱捷科技 | | --- | --- | | 保荐代表人姓名：王鹏程、龚思琪 | 被保荐公司代码：688220.SH | 重大事项提示 2025 年 1-6 月，翱捷科技归属于上市公司股东的净利润为-2.45 亿元，仍为 负值。 2025 年上半年公司实现营业收入 18.98 ...

Investment Rating - The investment rating for the company is "Buy" (maintained) [2][10] Core Views - The company's revenue for H1 2025 reached 1.9 billion yuan, representing a year-on-year growth of 14.7%, driven primarily by the strong performance of its core cellular baseband chip business, which now accounts for over 85% of total revenue [3][6] - The company is expected to achieve revenues of 4.52 billion yuan in 2025, with a projected growth rate of 33% year-on-year [2][6] - The company is focusing on expanding its product offerings in both 4G and 5G markets, with significant growth in its 4G cellular IoT and 5G RedCap sectors [6] Summary by Sections Financial Performance - H1 2025 revenue was 1.9 billion yuan, with a 14.7% increase year-on-year; net profit attributable to shareholders was -245 million yuan, a reduction in loss by 19 million yuan [3][6] - Q2 2025 revenue was 988 million yuan, up 19.8% year-on-year, with a net profit of -123 million yuan, showing a narrowing of losses [6] - The gross margin for H1 2025 was 24.7%, an increase of 0.45 percentage points year-on-year [6] Business Segments - The core cellular baseband chip business saw sales increase by over 50% year-on-year, with revenue growth exceeding 30% and gross profit growth over 60% [6] - Custom chip and IP licensing services generated 144 million yuan in revenue, a decrease of 49.8% year-on-year due to strategic resource allocation towards self-developed chips [6] Research and Development - The company invested in 15 R&D projects in H1 2025, with total R&D expenses reaching 668 million yuan, a 12.4% increase year-on-year [6] - The company is advancing its 5G and smart SoC chip offerings, with significant orders and expected product launches in the near future [6] Market Position - The company is positioned as a leader in the domestic mobile phone baseband chip market, with notable advantages in technology and customer relationships [6]

截至6月30日，翱捷科技股东户数2.08万，较上期增加5.28%；人均流通股17307股，较上期减少5.01%。 2025年1月-6月，翱捷科技实现营业收入18.98亿元，同比增长14.67%；归母净利润-2.45亿元，同比增长 7.29%。 机构持仓方面，截止2025年6月30日，翱捷科技十大流通股东中，嘉实上证科创板芯片ETF（588200） 位居第六大流通股东，持股596.07万股，相比上期增加144.95万股。香港中央结算有限公司位居第十大 流通股东，持股442.65万股，相比上期减少92.49万股。 融资方面，翱捷科技当日融资买入2.17亿元。当前融资余额7.33亿元，占流通市值的1.92%，融资余额 超过近一年90%分位水平，处于高位。 融券方面，翱捷科技9月12日融券偿还4900.00股，融券卖出1.61万股，按当日收盘价计算，卖出金额 170.64万元；融券余量7.10万股，融券余额752.83万元，超过近一年60%分位水平，处于较高位。 资料显示，翱捷科技股份有限公司位于中国(上海)自由贸易试验区科苑路399号10幢8层(名义楼层9层)， 成立日期2015年4月30日，上市日期2022年1月 ...

科创100ETF基金紧密跟踪上证科创板100指数，上证科创板100指数从上海证券交易所科创板中选取市 值中等且流动性较好的100只证券作为样本。上证科创板100指数与上证科创板50成份指数共同构成上证 科创板规模指数系列，反映科创板市场不同市值规模上市公司证券的整体表现。 数据显示，截至2025年8月29日，上证科创板100指数(000698)前十大权重股分别为东芯股份(688110)、 华虹公司(688347)、百济神州(688235)、博瑞医药(688166)、睿创微纳(688002)、翱捷科技(688220)、云 天励飞(688343)、中科飞测(688361)、安集科技(688019)、复旦微电(688385)，前十大权重股合计占比 23.82%。 科创100ETF基金(588220)，场外联接(A：019861；C：019862；I：022845) 截至2025年9月11日 15:00，科创100ETF基金(588220)上涨3.63%，成分股源杰科技(688498)上涨 15.65%，生益电子(688183)上涨13.80%，盛科通信(688702)上涨13.78%，东芯股份(688110)，杰华 ...

Group 1 - The core viewpoint of the news is that Aojie Technology's stock has seen a significant increase, with a rise of 6.05% to 100.30 CNY per share, and a total market capitalization of 41.956 billion CNY as of September 11 [1] - Aojie Technology, established on April 30, 2015, specializes in the research, design, and sales of wireless communication chips, with its main revenue sources being chip product sales (92.39%), customized chip services (6.64%), semiconductor IP licensing (0.96%), and testing services and others (0.02%) [1] - The company is located in the China (Shanghai) Free Trade Pilot Zone, indicating its strategic positioning for growth in the semiconductor industry [1] Group 2 - Huazhong Fund has a significant holding in Aojie Technology, with its Huazhong Small and Medium Growth Mixed Fund (040007) holding 921,600 shares, accounting for 3.9% of the fund's net value, making it the tenth largest holding [2] - The fund has generated an estimated floating profit of approximately 5.2714 million CNY from its investment in Aojie Technology [2] - The Huazhong Small and Medium Growth Mixed Fund has a total scale of 1.85 billion CNY and has achieved a year-to-date return of 3.67%, ranking 6958 out of 8175 in its category [2]

人民财讯9月10日电，9月10日，在2025年半年度业绩会上，翱捷科技董事长、首席战略官戴保家表示， 公司的6nm4G8核手机芯片预计9月底回片，5G手机芯片已经流片。 ...

Company Overview - Aojie Technology Co., Ltd. is located in the China (Shanghai) Free Trade Pilot Zone and was established on April 30, 2015. The company went public on January 14, 2022. Its main business involves the research, design, and sale of wireless communication chips, along with customized chip services and semiconductor IP licensing services [1]. Financial Performance - For the first half of 2025, Aojie Technology achieved operating revenue of 1.898 billion yuan, representing a year-on-year growth of 14.67%. However, the net profit attributable to the parent company was -245 million yuan, showing a year-on-year increase of 7.29% in losses [2]. Stock Performance - As of September 10, Aojie Technology's stock price increased by 2.13%, reaching 96.58 yuan per share, with a total market capitalization of 40.399 billion yuan. The stock has risen 78.55% year-to-date, with a slight decline of 0.12% over the last five trading days [1]. Shareholder Information - As of June 30, the number of shareholders for Aojie Technology was 20,800, an increase of 5.28% from the previous period. The average circulating shares per person decreased by 5.01% to 17,307 shares [2]. Capital Flow - On September 10, the net outflow of main funds was 16.4331 million yuan, with large orders accounting for 26.69% of purchases and 23.98% of sales. Notably, large single orders saw a buy of 128 million yuan and a sell of 115 million yuan [1]. Business Segments - The revenue composition of Aojie Technology includes 92.39% from chip product sales, 6.64% from customized chip services, 0.96% from semiconductor IP licensing, and 0.02% from testing services and others [1]. Industry Classification - Aojie Technology is classified under the electronic-semiconductor-analog chip design sector, with involvement in various concept sectors including WIFI, NPU, security, and satellite navigation [2]. Institutional Holdings - As of June 30, among the top ten circulating shareholders, the largest institutional holder is the Harvest SSE STAR 50 ETF, holding 5.9607 million shares, an increase of 1.4495 million shares from the previous period. Conversely, Hong Kong Central Clearing Limited, the tenth largest shareholder, reduced its holdings by 924,900 shares to 442,650 shares [2].

9月5日，翱捷科技涨5.04%，截至发稿，报93.17元/股，成交6.69亿元，换手率2.04%，总市值389.73亿 元。 交银上证科创板100指数A（023050）基金经理为邵文婷。 截至发稿，邵文婷累计任职时间4年130天，现任基金资产总规模126.23亿元，任职期间最佳基金回报 40.52%， 任职期间最差基金回报-31.51%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 资料显示，翱捷科技股份有限公司位于中国(上海)自由贸易试验区科苑路399号10幢8层(名义楼层9层)， 成立日期2015年4月30日，上市日期2022年1月14日，公司主营业务涉及无线通信芯片的研发、设计及销 售,同时提供芯片定制服务及半导体IP授权服务。主营业务收入构成为：芯片产品89.01%，芯片定制业 务9.92%，半导体IP授权1.04%，其他0.02%，其他业务0.01%。 从基金十大重仓股角度 数据显示，交银施罗德基金旗下1只基金重仓翱捷科技。交银上证科创板 ...