每经AI快讯，8月27日，翱捷科技(688220.SH)披露半年报，2025年上半年，公司实现营业收入为18.98亿 元，同比增长14.67%；归母净利润-2.45亿元。报告期内，公司芯片持续迭代，产品覆盖的应用场景进 一步丰富，竞争优势逐步彰显，芯片销量持续大幅攀升，带动整体营业收入实现较大幅度增长；但主要 受大额研发投入、叠加资产减值等因素的影响，公司仍处于亏损状态。 （文章来源：每日经济新闻） ...

证券代码：688220 证券简称：翱捷科技 公告编号：2025-032 翱捷科技股份有限公司 2025年半年度募集资金存放与实际使用 情况的专项报告 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。 翱捷科技股份有限公司（以下简称"本公司"或"公司"）根据《上海证券交易 所科创板股票上市规则》《上市公司募集资金监管规则》《上海证券交易所科创板上 市公司自律监管指引第1号——规范运作》以及《翱捷科技股份有限公司募集资金管 理制度》等相关规定，结合公司实际情况，就2025年半年度募集资金存放与实际使 用情况作如下专项报告。 一、募集资金基本情况 （一）实际募集资金金额、到位时间 根据中国证券监督管理委员会于2021年12月14日《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号文），公司获准向境内投 资者首次公开发行人民币普通股41,830,089股，每股发行价格为人民币164.54元，募 集资金总额为人民币6,882,722,844.06元，上述资金于2022年1月10日到位，已经普华 ...

翱捷科技股份有限公司2025 年半年度报告 公司代码：688220 公司简称：翱捷科技 翱捷科技股份有限公司 2025 年半年度报告 1 / 272 翱捷科技股份有限公司2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 重大风险提示 详见本报告第三节"管理层讨论与分析"之"四、风险因素"所述内容，请投资者予以关注。 三、 公司全体董事出席董事会会议。 六、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 七、 是否存在公司治理特殊安排等重要事项 □适用 √不适用 八、 前瞻性陈述的风险声明 √适用 □不适用 本报告所涉及的公司未来计划、发展战略等前瞻性陈述，不构成公司对投资者的实质承诺，请投 资者注意投资风险。 九、 是否存在被控股股东及其他关联方非经营性占用资金情况 否 十、 是否存在违反规定决策程序对外提供担保的情况 否 十一、 是否存在半数以上董事无法保证公司所披露半年度报告的真实性、准确性和完整性 否 十二、 其他 □适用 √不适用 2 / 272 ...

翱捷科技股份有限公司 关于召开 2025 年半年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。 证券代码：688220 证券简称：翱捷科技 公告编号：2025-033 重要内容提示： 投资者可于 2025 年 9 月 3 日（星期三）至 9 月 9 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"）已于 2025 年 8 月 28 日发布公司《2025 年半年度报告》，为便于广大投资者更全面深 入地了解公司 2025 年半年度经营成果、财务状况，公司计划于 2025 年 9 月 10 日（星期三）11:00-12:00 举行 2025 年半年度业绩说明会， 就投资者关心的问题进行交流。 一、 说明会类型 本次投资者说明会以网络互动形式召开，公司将针对 2025 年半 会议召开时间：2025 年 9 月 10 日（星期三）11:00-12 ...

翱捷科技股份有限公司 关于 2025 年度"提质增效重回报"专项行动方案的 半年度评估报告 为积极践行"以投资者为本"的上市公司发展理念，响应上海证券交易所《关 于开展沪市公司"提质增效重回报"专项行动的倡议》，翱捷科技股份有限公司 （以下简称"公司"）于 2025 年 4 月 8 日发布了《关于 2024 年度"提质增效重 回报"专项行动方案的评估报告暨 2025 年度"提质增效重回报"专项行动方案》 （以下简称"行动方案"）。 行动方案发布后，公司积极落实、执行该行动方案，取得良好成效。公司于 2025 年 8 月 27 日召开第二届董事会第十七次会议审议通过了《关于 2025 年度 "提质增效重回报"专项行动方案的半年度评估报告的议案》。 2025 年上半年，公司根据"提质增效重回报"行动方案内容积极开展和落 实相关工作，在聚焦主营业务、提升科技创新能力、保障投资者权益、规范公司 治理，积极进行投资者交流等方面取得了较好成效。 现对 2025 年度行动方案的半年度执行情况报告如下： 一、聚焦以蜂窝基带芯片为核心的主营业务 公司凭借在蜂窝基带芯片领域长期深耕及技术积累，产品系列日趋丰富，竞 争优势彰显同时 ...

Core Viewpoint - Aojie Technology (688220) reported a significant increase in revenue for the first half of 2025, driven by continuous chip iteration and an expanded range of application scenarios, although it faced a net loss [1] Financial Performance - The company achieved operating revenue of 1.898 billion yuan, representing a year-on-year growth of 14.67% [1] - The net profit attributable to shareholders was a loss of 245 million yuan [1] - Basic earnings per share were reported at -0.60 yuan [1] Product Development - The company’s chip products have undergone continuous iteration, enhancing their competitive advantage [1] - The sales volume of chips has significantly increased, contributing to the overall revenue growth [1]

Group 1 - The core point of the news is the significant performance of Aojie Technology-U on the STAR Market, with its stock price reaching 122.40 yuan and a trading volume of 1.976 billion yuan, indicating strong market interest [2] - As of the report, 388 stocks on the STAR Market were rising, with 23 stocks increasing by over 10%, including Aojie Technology-U, Kaipu Cloud, Nanjing New Pharmaceutical, and Lexin Technology [2] - Conversely, 196 stocks were declining, with notable drops from Jingpin Special Equipment, Rejing Biology, and Hanbang Technology, which fell by 10.36%, 9.98%, and 8.72% respectively [2] Group 2 - In terms of capital flow, Aojie Technology-U experienced a net outflow of 112 million yuan in the previous trading day, with a total net outflow of 79.3369 million yuan over the last five days [3] - The latest margin trading data shows that as of August 26, the total margin balance for Aojie Technology-U was 722 million yuan, with a financing balance of 710 million yuan, reflecting an increase of 8.0892 million yuan or 1.15% from the previous trading day [3] - The total margin balance increased by 259 million yuan over the last ten days, representing a growth of 56.02%, with financing balance growth of 57.10% and a 10.65% increase in the margin balance [3]

Market Performance - Global markets continued to rise last week, with MSCI Global up by 1.5%, MSCI Developed up by 1.5%, and MSCI Emerging up by 1.3%[3] - The US stock market's earnings expectations for 2025 were revised upward, with the S&P 500 EPS forecast increased from 268 to 269[4] Economic Expectations - Global economic expectations were adjusted upward, with the Citigroup Economic Surprise Index for the US rising due to dovish signals from the Fed[4] - The issuance of new special bonds by local governments reached 2392.7 billion CNY, a year-on-year increase of 76.7%[19] Industry Insights - In the home appliance sector, TCL Electronics reported a total revenue of 54.777 billion HKD for H1 2025, a year-on-year increase of 20.4%[15] - The gaming industry saw a record high of 166 domestic game approvals in August, with a total of 1050 approvals in the first eight months of 2025, significantly higher than the previous year's 850[31] Investment Recommendations - In the home appliance sector, recommended stocks include Stone Technology and Ecovacs for their strong performance and growth potential[14] - For the construction industry, low valuation high-dividend companies such as China State Construction and China Railway Construction are recommended due to their expected benefits from PPP policy catalysts[39]

Core Viewpoint - The news highlights the performance of the STAR Market and the launch of Huawei's new AI SSD, indicating a growing interest in AI storage solutions and the potential for investment opportunities in the tech sector [3][4]. Group 1: STAR Market Performance - As of August 26, 2025, the STAR Market 100 Index rose by 0.61%, with notable increases in constituent stocks such as Huafeng Technology (up 13.04%) and Zhuhai Guanyu (up 12.17%) [3]. - The STAR 100 Index ETF saw a 0.78% increase, marking its third consecutive rise, with a latest price of 1.3 yuan [3]. - Over the past week, the STAR 100 Index ETF accumulated a 5.49% increase, with a trading volume of 99.8865 million yuan and a turnover rate of 1.36% [3][4]. Group 2: Investment Trends and Fund Performance - The STAR 100 Index ETF experienced a net inflow of 27.3865 million yuan over the last ten trading days, despite a recent net outflow of 6.55234 million yuan [4]. - The ETF's net asset value increased by 23.84% over the past six months, ranking it 514 out of 3544 in the index stock fund category [5]. - The ETF's management fee is 0.15%, and its tracking error is 0.020%, indicating a competitive cost structure and high tracking precision compared to similar funds [5][6]. Group 3: Huawei's AI SSD Launch - Huawei is set to launch a new AI SSD on August 27, targeting the AI storage market by addressing the limitations of traditional HBM with innovative technology [3]. - The new product aims to meet the demands for large capacity and high performance in AI training and inference processes, potentially revitalizing the AI storage market [3]. - Huawei plans to collaborate with integrated machine manufacturers to enhance the current market landscape, suggesting a strategic move to increase competitiveness in the AI storage sector [3]. Group 4: Domestic Computing Power Chain - The release of DeepSeek-V3.1 is expected to boost the domestic computing power chain, with significant growth anticipated in related infrastructure due to increased capital expenditure from domestic internet companies [4]. - The focus on domestic computing power and its supporting industries, such as optical modules and switches, is projected to maintain high demand and growth in the coming years [4].

Core Viewpoint - Aojie Technology (688220.SH) is currently experiencing a decline in stock price, with a closing price of 109.00 yuan and a drop of 3.92%, indicating that the stock is in a state of breaking its initial offering 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 initial offering price of 164.54 yuan per share and a total of 41.83 million shares issued [1] - The total funds raised from the initial public offering (IPO) amounted to 6.883 billion yuan, with a net amount of 6.546 billion yuan after deducting issuance costs, which was 4.166 billion yuan more than the original plan [2] - The company initially planned to raise 2.380 billion yuan, which was intended for various projects including new communication chip design and high-precision navigation solutions [2] Group 2: Financials and Fees - The total issuance costs for Aojie Technology's IPO were 337 million yuan, with underwriting and sponsorship fees accounting for 310 million yuan [3] - The underwriting subsidiary, Haitong Innovation Securities Investment Co., Ltd., participated in the offering by acquiring 2.00% of the total shares issued, amounting to 1.38 million yuan, with a lock-up period of 24 months [3]