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。 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%。 截至发稿，王森累计任职时间1年345天，现任基金资产总规模15.6亿元，任职期间最佳基金回报 128.17%， 任职期间最差基金回报0.93%。 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 从基金十大重仓股角度 数据显示，中航基金旗下1只基金重仓翱捷科技。中航远见领航混合发起A（021491）二季度增持3.69万 股，持有股数5.09万股，占基 ...

Core Viewpoint - Aojie Technology (688220.SH) is currently experiencing a decline in stock price, closing at 94.57 yuan with a drop of 3.08%, indicating it is in a state of underperformance since its IPO [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 initial stock issuance of 41.83 million shares at a price of 164.54 yuan per share [1] - The stock opened below its issue price on the first trading day, reaching a peak of 130.11 yuan, which remains the highest price since its listing [1] Group 2: Fundraising and Financials - The total amount raised from the IPO was 6.883 billion yuan, with a net amount of 6.546 billion yuan after deducting issuance costs, exceeding the initial fundraising plan by 4.166 billion yuan [1] - The company planned to raise 2.380 billion yuan for various projects, including new communication chip design, smart IPC chip design, and high-precision navigation solutions, among others [1] - The total issuance costs amounted to 337 million yuan, with underwriting and sponsorship fees accounting for 310 million yuan [1]

此外，翱捷科技称，5G智能手机芯片目前该芯片已经进入研发后期，即将流片。该芯片具备先进的5G-A通信能力及 高性能AI能力，将进一步完善公司智能手机芯片的产品布局，预计明年下半年开始进行客户导入工作。 被问及对下半年的销售预期时，翱捷科技表示，根据目前已出货情况，结合客户提供的6个月滚动Forecast来看，公司 持乐观态度，预计全年销售收入再创历史新高的可能性较大。 财报显示，翱捷科技2024年芯片定制业务收入为3.36亿元，占主营业务收入比例为9.92%，与上年同期相比增加 48.38%。 （校对/黄仁贵） 9月5日，翱捷科技在其发布的投资者关系活动记录表中表示，公司的芯片定制业务在手订单充足，但因与客户均签署 了保密协议，所以不便于披露具体信息。目前各项目进展顺利，预计明年（2026年）芯片定制业务的收入较2024年将 会有倍数级增长。 同时，截至目前，今年新增的定制项目均为6nm及更先进工艺。 ...

证券之星消息，2025年9月5日翱捷科技（688220）发布公告称大成基金、华夏基金、平安养老、博时基 金、南方基金、海富通、前海开源、光大证券、中信证券、国泰海通、中泰证券、银河基金、华泰证券、 国信证券、嘉实基金、华安基金、工银瑞信、广发基金、兴全基金、交银施罗德、太平基金于2025年9月1 日调研我司。 具体内容如下： 答：公司为平台性芯片设计公司，拥有丰富的SoC项目经验，擅长处理高复杂度的芯片设计工作，且本身 自研手机芯片，拥有自研的VPU/ISP/DPU等核心模块，在图形、图像和信号处理方面，可实现更高的集成 度和功耗控制；在内存与总线架构优化方面，能够设计高效的内存控制器、片上总线，可减少数据延迟， 提升多核心数据交互效率；在多媒体与I算力集成方面，拥有自研专用神经网络处理器，可实现I加速器 （NPU）深度定制，适配图像识别、语音处理等I任务；在高速接口方面，拥有自研的DDR、PCIE、USB 等核心接口IP，适用于各种端侧P应用场景。基于以上优势，对于端侧客户，包括在车载中控、机器人小 脑等相关领域的需求，公司持开放态度，并承接相关定制业务。 问：公司目前芯片定制业务在手订单情况如何？具体客户 ...

Core Viewpoint - Aojie Technology (688220.SH) is currently experiencing a significant decline in stock price, with a closing price of 88.70 yuan and a drop of 8.27%, indicating a state of being below the 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 an initial price of 164.54 yuan per share [1] - The stock opened below the IPO price on its first trading day, reaching a maximum price of 130.11 yuan, which remains 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 Allocation - The funds raised are intended for various projects, including the design of new communication chips, smart IPC chip design, high-precision navigation solutions, research center construction, and working capital supplementation [1] - The total issuance costs for the IPO were 337 million yuan, with underwriting and sponsorship fees accounting for 310 million yuan [2] Group 3: Underwriting Participation - The underwriting institution, Haitong Innovation Securities Investment Co., Ltd., participated in the offering by acquiring 2.00% of the total shares issued, amounting to 836,600 shares, with an investment of 138 million yuan, subject to a 24-month lock-up period [2]

翱捷科技 20250903 摘要 翱捷科技以物联网通信基带芯片为核心，拓展至 AI 高端可穿戴设备和 RISC-V 等新兴领域，蜂窝基带芯片收入占比超 90%，主要应用于物联 网设备，非蜂窝物联网芯片收入占比较小。 阿里巴巴是翱捷科技的第一大股东，目前正在减持，公司管理层稳定， 核心成员包括戴总、周选总和赵启凯总，分别在通信、蜂窝通信和 SoC 设计领域拥有丰富经验。 公司未来的重要发展点是手机 SoC 领域，类似于联发科、高通和紫光展 锐的市场，虽然研发投入较大带来利润压力，但预计 2026 年公司整体 经营情况将持续改善。 基带芯片市场规模约为 340 至 350 亿美元，物联网部分占 40 至 50 亿 美元，手机市场占 300 多亿美元，物联网领域保持 10%到 15%的年复 合增长率。 手机市场向印度、中东等地区发展，联发科与展锐占据中低端市场主要 份额，展锐逐渐扩大份额，公司 4G 四核产品出货量同比增长翻倍，未 来将向品牌 4G/5G 手机拓展。 Q&A 请介绍一下翱捷科技的发展历程及其主要业务领域。 翱捷科技成立于 2015 年，其团队主要来自于国内最早期从事视频 PA 和视频 技术的瑞迪科。 ...

Market Overview - The overseas AI chip index decreased by 1.44% this week, with Marvell down 13.88%, AMD down 3.06%, and Nvidia down 2.14%. MPS and TSMC experienced declines of less than 1% [1][2] - The domestic AI chip index increased by 11.3%, with companies like Rockchip, Loongson Technology, and Cambricon rising over 20%. Tongfu Microelectronics rose by 9.46%, SMIC by 8.06%, and GigaDevice by 5.37%. Aojie Technology saw a decline of 7.53% [1][2] - The Nvidia mapping index rose by 18.9%, with Changxin Technology up 39.07% and Megmeet up 29.09%. Other companies like Huadian Technology, Invec, Shenghong Technology, and Jianghai Technology also saw increases of over 20%, while Jingwang Electronics and Industrial Fulian rose around 17% [2] Industry Data - The expected compound annual growth rate (CAGR) for the semiconductor industry from 2024 to 2030 is 12.8%, with smartwatches showing competitive advantages in health data monitoring due to screen and sensor capabilities [3] - In Q2 2025, the DRAM revenues for SK Hynix, Samsung Electronics, and Micron are projected to be $12.2 billion, $9.6 billion, and $7.1 billion respectively, with SK Hynix expected to surpass Samsung in revenue starting Q4 2024 [3] - The European smartphone market is projected to see a 9% year-on-year decline in Q2 2025, with Samsung, Apple, and Xiaomi experiencing declines of 10%, 4%, and 4% respectively [3] Major Events - The Ministry of Industry and Information Technology issued guidelines aiming for over 10 million satellite communication users by 2030, promoting large-scale applications of mobile direct satellite services [4] - Tesla's humanoid robot, Optimus, is being trained using a pure vision approach, consistent with its autonomous driving technology strategy [4] - Horizon's revenue for the first half of 2025 reached 1.567 billion yuan, a year-on-year increase of 67.6%, with market shares for ADAS and autonomous driving solutions at 45.8% and 32.4% respectively [5]

Group 1 - The semiconductor sector experienced a significant rise at the beginning of trading, with companies such as Allwinner Technology and Hua Hong Semiconductor reaching new highs during the session [1] - Li Yang Chip and Demingli stocks hit the daily limit up, while Yutai Microelectronics saw an increase of over 10% [1] - Other companies including SourceJ Technology, Guoxin Technology, Jinghe Integration, Huafeng Measurement and Control, and Aojie Technology also saw gains [1] Group 2 - Related ETFs showed positive performance, with the leading chip ETF (159801) rising by 2.31% and a trading volume of 40.8161 million yuan [1] - The Southern Semiconductor ETF (159325) increased by 2.59%, with a trading volume of 4.9692 million yuan [1]

Summary of Key Points Core Viewpoint - The announcement details the share reduction plan by Alibaba (China) Network Technology Co., Ltd., a major shareholder of Aojie Technology Co., Ltd., indicating a planned reduction of up to 12,549,025 shares, which represents no more than 3% of the company's total share capital [1]. Shareholder Holding Situation - As of the announcement date, Alibaba (China) Network Technology Co., Ltd. holds 64,557,440 shares, accounting for 15.4333% of Aojie Technology's total shares [1]. Reduction Plan Details - The reduction will occur within three months starting from 15 trading days after the announcement, specifically from September 19, 2025, to December 18, 2025 [1]. - The reduction methods include a maximum of 4,183,008 shares through centralized bidding and 8,366,017 shares through block trading [1]. - The reason for the reduction is stated as internal arrangements by the shareholder [1]. Commitment and Compliance - Alibaba (China) Network Technology Co., Ltd. has committed to not transferring or managing its shares for 36 months post-IPO and will comply with relevant laws and regulations regarding share reduction [2]. - The company will adhere to the rules set by the China Securities Regulatory Commission and the Shanghai Stock Exchange during the share reduction process [2]. Impact on Company Governance - The share reduction plan is not expected to significantly impact the company's governance structure or ongoing operations [3].

Group 1 - The core point of the news is that Aojie Technology (688220.SH) announced a share reduction plan by its shareholder Alibaba (China) Network Technology Co., Ltd., intending to reduce up to 12,549,025 shares, accounting for no more than 3% of the total share capital within three months after the announcement [1] - As of the announcement date, Alibaba Network directly holds 64,557,440 shares, representing 15.4333% of the total share capital, with these shares originating from the company's pre-IPO holdings [1] - Aojie Technology was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on January 14, 2022, with an initial issuance of 41,830,089 shares at a price of 164.54 yuan per share, but the stock has been trading below its IPO price since listing [1] Group 2 - The total amount raised from Aojie Technology's IPO was 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 [2] - The funds raised are intended for various projects, including new communication chip design, smart IPC chip design, high-precision navigation solutions, research center construction, and working capital [2] - The total issuance costs for the IPO were 337 million yuan, with underwriting fees accounting for 310 million yuan [3]