Core Points - The company will hold a Q3 2025 earnings presentation on November 5, 2025, from 13:00 to 14:00 [2][5] - The presentation will be conducted online via the Shanghai Stock Exchange Roadshow Center [2][3] - Investors can submit questions from October 29 to November 4, 2025, before 16:00 [2][4] Summary by Sections Meeting Details - The earnings presentation is scheduled for November 5, 2025, from 13:00 to 14:00 [2][5] - The location for the meeting is the Shanghai Stock Exchange Roadshow Center [2][5] - The format of the meeting will be an online interactive session [3][5] Participation Information - Investors can participate by logging into the Shanghai Stock Exchange Roadshow Center on the scheduled date [4][5] - Questions can be pre-submitted through the Roadshow Center's website or via the company's email [4][6] Contact Information - The company’s securities department can be contacted at 021-60336588*1188 or via email at ir@asrmicro.com [6]

Core Viewpoint - The recent block trading activity of Aojie Technology-U indicates significant institutional interest, with a total transaction volume of 632,300 shares and a transaction value of approximately 53.81 million yuan, reflecting a discount of 12% compared to the closing price on the same day [2][3]. Group 1: Trading Activity - On October 24, Aojie Technology-U experienced 5 block trades, totaling 632,300 shares and a transaction value of 53.81 million yuan, with a consistent transaction price of 85.10 yuan [2]. - The total transaction amount for the last three months reached 171 million yuan, indicating ongoing trading activity [3]. - The stock's closing price on the same day was 96.70 yuan, showing a daily increase of 3.33% and a turnover rate of 1.82% [3]. Group 2: Institutional Participation - Institutional specialized seats participated in 3 of the block trades, contributing a total transaction value of 49.38 million yuan, indicating a net buying position [2]. - The stock has seen a net inflow of 40.36 million yuan in main funds throughout the day, with a cumulative increase of 5.78% over the past five days [3]. Group 3: Margin Trading Data - The latest margin financing balance for Aojie Technology-U is 702 million yuan, which has decreased by 36.11 million yuan over the past five days, representing a decline of 4.90% [4].

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。 重要内容提示： 一、 本次权益变动基本情况 证券代码：688220 证券简称：翱捷科技 公告编号：2025-036 翱捷科技股份有限公司 关于股东权益变动的提示性公告 2025年10月9日至2025年10月24日，阿里网络通过上海证券交易系统大 宗交易累计减持公司股份1,812,307股，减持比例为0.4333%。 本次权益变动完成后，公司股东阿里网络持有上市公司62,745,133股， 占上市公司总股本的15.0000%。 （8）主要经营范围：一般项目：软件开发；软件销售；技术服务、技术开发、 技术咨询、技术交流、技术转让、技术推广；网络设备销售；计算机软硬件及 本次权益变动属于股份减持，不触及要约收购。 本次权益变动后，翱捷科技股份有限公司（以下简称"公司"）股东阿里巴 巴（中国）网络技术有限公司（以下简称"阿里网络"）持有公司股份从 64,557,440股减少至62,745,133股，持股比例从15.4333%减少至15.0000%， 持股比例触及5%的整数倍。 本次权 ...

三、依据《中华人民共和国证券法》《上市公司收购管理办法》的规定， 本报告书已全面披露信息披露义务人在翱捷科技中拥有权益的股份变动情况。 翱捷科技股份有限公司 简式权益变动报告书 股份权益变动性质： 股份减少 签署日期：2025 年 10 月 24 日 上市公司名称： 翱捷科技股份有限公司 上市地点： 上海证券交易所 股票简称： 翱捷科技 股票代码： 688220 信息披露义务人： 阿里巴巴（中国）网络技术有限公司 注册地址： 浙江省杭州市滨江区网商路 699 号 通讯地址： 浙江省杭州市余杭区文一西路 969 号 3 号楼 2 楼 信息披露义务人声明 一、本报告书系依据《中华人民共和国公司法》《中华人民共和国证券法》 《上市公司收购管理办法》《公开发行证券的公司信息披露内容与格式准则第 15 号——权益变动报告书》等相关法律、法规和规范性文件编制。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不 违反其章程或内部规则中的任何条款，或与之相冲突。 截至本报告书出具之日，除本报告书披露的信息外，信息披露义务人没有 通过任何其他方式增加或减少其在翱捷科技中拥有权益的股份。 四、本次权益变动是根据本 ...

Group 1 - The core transaction of Aojie Technology involved a block trade of 632,300 shares, with a total transaction value of 53.8093 million yuan, accounting for 7.9% of the total trading volume on that day [1] - The transaction price was 85.1 yuan, which represents a 12% discount compared to the market closing price of 96.7 yuan [1] Group 2 - On October 24, 2025, multiple institutional trades were executed for Aojie Technology (stock code: 688220) at the same price of 85.1 yuan [2] - The largest transaction was conducted by Langjie Technology, amounting to 42.8314 million yuan with a volume of 50,330 shares [2] - Other notable transactions included amounts of 3.997 million yuan and 2.557 million yuan, also executed at the same price [2]

Core Viewpoint - The company has successfully completed the tape-out of its 5G octa-core SoC in the third quarter and expects to receive the chips back by the end of December this year [1] Group 1 - The 5G octa-core SoC has entered the tape-out phase [1] - The expected timeline for receiving the chips back is by the end of December 2023 [1]

证券代码：688220 证券简称：翱捷科技 公告编号：2025-035 翱捷科技股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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、准确性和完整性承担法律责任。 重要内容提示： 会议召开时间：2025 年 11 月 05 日（星期三） 13:00-14:00 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 10 月 29 日（星期三）至 11 月 04 日（星期 二）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或 通过公司邮箱 ir@asrmicro.com 进行提问。公司将在说明会上对投资 者普遍关注的问题进行回答。 翱捷科技股份有限公司（以下简称"公司"）将于 2025 年 10 月 31 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入 地了解公司 2025 年第三季度经营成果、财务状况，公司计划于 2025 年 11 月 05 日（星期 ...

Core Viewpoint - Aojie Technology's stock price has experienced significant fluctuations, with a year-to-date increase of 71.21% but a recent decline of 6.71% over the past five trading days [2]. Company Overview - Aojie Technology, established on April 30, 2015, and listed on January 14, 2022, is located in the Shanghai Free Trade Zone. The company specializes in the research, design, and sales of wireless communication chips, along with customized chip services and semiconductor IP licensing [2]. - 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 [2]. Financial Performance - For the first half of 2025, Aojie Technology reported a revenue of 1.898 billion yuan, reflecting a year-on-year growth of 14.67%. The net profit attributable to shareholders was -245 million yuan, showing a year-on-year increase of 7.29% [2]. Stock Performance - As of October 22, Aojie Technology's stock price was 92.61 yuan per share, with a market capitalization of 38.739 billion yuan. The stock has seen a trading volume of 68.0539 million yuan and a turnover rate of 0.20% [1]. - The stock has been on the龙虎榜 (top trading list) three times this year, with the most recent occurrence on February 25 [2]. Shareholder Information - As of June 30, 2025, Aojie Technology had 20,800 shareholders, an increase of 5.28% from the previous period. The average circulating shares per person decreased by 5.01% to 17,307 shares [2]. - Among the top ten circulating shareholders, the largest increase was seen in the Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF, which held 5.9607 million shares, an increase of 1.4495 million shares from the previous period [3].

Core Viewpoint - Aojie Technology's stock has experienced fluctuations, with a year-to-date increase of 74.25%, but a recent decline in the last five and twenty trading days [1][2]. Group 1: Stock Performance - On October 17, Aojie Technology's stock price fell by 2.03%, reaching 94.25 CNY per share, with a trading volume of 93.59 million CNY and a turnover rate of 0.27% [1]. - The company's market capitalization stands at 39.43 billion CNY [1]. - Year-to-date, Aojie Technology's stock has risen by 74.25%, but it has decreased by 4.31% in the last five trading days and 9.07% in the last twenty trading days [1]. Group 2: Financial Performance - For the first half of 2025, Aojie Technology reported revenue of 1.898 billion CNY, reflecting a year-on-year growth of 14.67% [2]. - The company recorded a net profit attributable to shareholders of -245 million CNY, which is a year-on-year increase of 7.29% [2]. Group 3: Shareholder Information - As of June 30, 2025, Aojie Technology had 20,800 shareholders, an increase of 5.28% from the previous period [2]. - The average number of circulating shares per shareholder is 17,307, a decrease of 5.01% from the previous period [2]. - The sixth largest circulating shareholder is the Harvest SSE STAR Market Chip ETF, holding 5.96 million shares, an increase of 1.45 million shares from the previous period [2].

Core Insights - The SOC (System on Chip) industry is experiencing significant growth due to its high integration, low power consumption, and enhanced performance, with the market size in China projected to increase from 221 billion yuan in 2020 to 341.2 billion yuan by 2024, representing a compound annual growth rate (CAGR) of 11.5% [1][9]. SOC Chip Industry Overview - SOC chips integrate all components required for an electronic system into a single chip, including CPU, GPU, memory, and power management units, allowing for a complete microcomputer system [3]. - The applications of SOC chips span across various sectors, including consumer electronics, automotive electronics, IoT, and AI [3]. SOC Chip Industry Chain - The SOC chip industry chain consists of three segments: upstream (chip IP cores, EDA software, semiconductor materials), midstream (chip design, wafer manufacturing, packaging), and downstream (applications in consumer electronics, automotive electronics, IoT, and AI) [5]. SOC Chip Industry Competitive Landscape - The global SOC chip market is highly competitive, with major players like Tesla, NVIDIA, and Qualcomm leading in technology and market share. Domestic companies such as Unisoc, Horizon Robotics, and Huawei HiSilicon are also emerging as significant competitors [9]. SOC Chip Industry Development Trends - Continuous technological innovation is expected to enhance SOC chip performance, with increased R&D investments aimed at achieving higher computing power and lower power consumption [11]. - The trend of domestic substitution is strengthening, with local manufacturers gradually replacing foreign companies in the market, particularly in the smart cockpit SOC chip sector [12]. - The industry has substantial growth potential driven by global digital transformation, 5G proliferation, AI applications, and the rise of IoT devices [14].