截止2025年3月31日，同泰数字经济股票C前十持仓占比合计42.91%，分别为：寒武纪-U（5.91%）、海 光信息（5.53%）、北方华创（5.01%）、比亚迪（4.77%）、同花顺（4.77%）、金山办公（3.82%）、 芯原股份（3.35%）、普冉股份（3.32%）、翱捷科技-U（3.23%）、奥飞数据（3.20%）。 来源：金融界 据了解，同泰数字经济股票C成立于2021年7月，基金规模0.85亿元，成立来累计收益率-42.60%。从持 有人结构来看，截至2024年末，同泰数字经济股票C的基金机构持有1.59亿份，占总份额的79.12%，个 人投资者持有0.42亿份，占总份额的20.88%。 公开信息显示，现任基金经理陈宗超先生:中国国籍,硕士。曾任中芯国际资深芯片研发工程师、超威半 导体资深芯片研发工程师、国泰君安研究所分析师、上海盛宇股权投资基金管理有限公司投资经理、上 海鼎锋明德资产管理有限公司研究总监、南京龙骏投资管理有限公司投资总监、富晨杰芯(天津)科技信 息咨询合伙企业投资总监等职。2020年6月加入同泰基金管理有限公司,现任投资研究部行业研究副总监 兼基金经理。2021年7月27日起担 ...

Group 1 - The core viewpoint of the news is that Aojie Technology (688220.SH) is currently experiencing a decline in stock price, with a closing price of 77.00 yuan and a drop of 3.14%, indicating a state of being below the 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 price of 164.54 yuan per share and a total of 41.83 million shares issued [1] - 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 amount of 2.380 billion yuan [1] 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 [2] - On April 11, 2025, Guotai Haitong Securities Co., Ltd. held a ceremony for its restructuring and renaming on the Shanghai Stock Exchange, marking the completion of the merger process with Guotai Junan [2]

Core Insights - Satellite baseband chips are crucial for integrated air-ground communication, with market growth accelerated by the explosion of low-orbit constellations and the maturation of direct satellite connection technology [1][15] - Chinese companies, represented by Huawei HiSilicon and Unisoc, are making significant technological breakthroughs, laying the foundation for a self-controlled industrial chain [1][15] - By 2028, the Chinese satellite baseband chip market is expected to exceed 28 billion yuan, forming a tripartite structure among the vehicle networking, consumer electronics, and low-altitude economy sectors [1][15] Industry Overview - Satellite baseband chips are the core components of satellite communication systems, responsible for digital signal conversion, modulation, demodulation, protocol control, and data processing [2][4] - The industry has evolved from reliance on imports to achieving significant domestic innovation, with key milestones including the launch of the first fully autonomous "Navigation No. 1" chip in 2008 [6][8] Current Market Analysis - The penetration rate of smartphones supporting satellite communication is projected to rise from less than 10% in 2023 to over 30% by 2025 [1][15] - The demand for vehicle-mounted satellite communication chips is expected to maintain an annual growth rate of over 50% due to the rapid development of smart connected vehicles [1][15] - The market for satellite communication chips in the low-altitude economy is anticipated to surpass 10 billion yuan in the next three years [1][15] Competitive Landscape - The industry exhibits a "pyramid" competition structure, with leading companies like Huawei HiSilicon and Huali Chuantong at the top, followed by firms like Unisoc and Hezhong Star [17][19] - The overall landscape is characterized by military-driven innovation, civilian market expansion, and breakthroughs in technology, with a focus on high-reliability military chips and consumer applications [19] Future Trends - The industry is expected to undergo a transformation driven by technological autonomy, expanding application scenarios, and collaborative development across the supply chain [22][25] - Key advancements include the development of multi-mode compatible chips and quantum-safe encryption technologies, which will help break foreign technology monopolies [24][26] - The satellite baseband chip sector is becoming a core infrastructure of national digital economy strategy, with projections indicating a potential market impact exceeding 3 trillion yuan [27]

上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于翱捷科技股份有限公司 2024年年度股东大会的法律意见书 致:翱捷科技股份有限公司 上海市锦天城律师事务所(以下简称"本所")接受翱捷科技股份有 限公司(以下简称"翱捷科技"或"公司"）的委托,指派本所律师参加 翱捷科技 2024年年度股东大会(以下简称"本次股东大会"),并依据 《中华人民共和国证券法》(以下简称《证券法》) 《中华人民共和国公 司法》(以下简称《公司法》)和中国证券监督管理委员会(以下简称 "中国证监会"）《上市公司股东大会规则》（以下简称《股东大会规 则》)等法律、法规和有关规范性文件的要求以及《翱捷科技股份有限公 司章程》（以下简称《公司章程》）的规定,就本次股东大会的召集、召 开程序,出席会议人员的资格、召集人资格,表决程序及表决结果等事项 出具本法律意见书。 本所律师依据本法律意见书出具日以前已经发生或存在的事实,并基 于对有关事实的了解和对《证券法》《公司法》及《股东大会规则》等法 律法规和其他规范性文件的理解发表法律意见。 为出具本法律意见书之目的,本所律师现场出席了本次股东大会,本 所律师根据《证券法》《公司法》 ...

在公司职工代表大会选举产生新任职工代表董事前，赵锡凯先生将继续履行 其作为董事及专门委员会的相关职责。 二、关于职工代表董事的选举情况 证券代码：688220 证券简称：翱捷科技 公告编号：2025-027 翱捷科技股份有限公司 关于董事辞职暨选举第二届董事会职工代表董事的 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、准确性和完整性依法承担法律责任。 一、关于董事的辞职情况 翱捷科技股份有限公司（以下简称"公司"）董事会于近日收到公司股东代表 董事赵锡凯先生的辞职报告。赵锡凯先生因公司内部工作调整原因，拟辞去公司 第二届董事会股东代表董事及专门委员会职务，其他职务不变。赵锡凯先生仍然 担任公司的副总经理，其将继续在公司研发及管理领域发挥重要作用。赵锡凯先 生辞去董事职务不会导致公司董事会人数低于法定最低人数，不影响公司董事会 正常运行。赵锡凯先生将继续遵守《上海证券交易所科创板股票上市规则》等相 关法律法规及其在公司首次公开发行股票时所作的相关承诺。 2025 年 5 月 21 日 附件：第二届董事会职工代表董事简历 赵锡凯先生，1974 年出生 ...

证券代码：688220 证券简称：翱捷科技 公告编号：2025-028 翱捷科技股份有限公司 2024年年度股东大会决议公告 本公司董事会及全体董事保证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： 本次会议是否有被否决议案：无 | 1、出席会议的股东和代理人人数 | 150 | | --- | --- | | 普通股股东人数 | 150 | | 2、出席会议的股东所持有的表决权数量 | 108,859,218 | | 普通股股东所持有表决权数量 | 108,859,218 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 26.6796 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 26.6796 | （四） 表决方式是否符合《公司法》及公司章程的规定，大会主持情况等。 本次股东大会由公司董事会召集，董事长戴保家主持。本次会议的召集、召开程 序及表决方式和表决程序均符合《公司法》及《公司章程》的有关规定，会议合 法有效。 （五） 公司董事、监事和董事会秘书的出席情况 二、 ...

Investment Rating - The report maintains an "Outperform" rating for the industry [2] Core Insights - The year 2025 is expected to be a breakout year for AI glasses, with significant growth in sales and the emergence of domestic SoC (System on Chip) solutions [4][39] - The global AI glasses market is projected to reach 5.5 million units by 2025, with a CAGR of 97.4% over the next six years [26] - Major brands are entering the AI glasses market, leading to increased competition and innovation [4][39] Summary by Sections AI Glasses Market Overview - In Q1 2025, global AI glasses sales reached 600,000 units, a 216% increase year-on-year, driven primarily by the success of Ray-Ban Meta glasses [20] - The report highlights that over 60 manufacturers are currently developing AI glasses, indicating a highly competitive landscape [43] SoC and Component Analysis - The main control SoC accounts for approximately 30% of the total BOM (Bill of Materials) cost of AI glasses, significantly influencing product performance and user experience [5][29] - The report identifies three main SoC solutions: single-chip SoC, dual-chip SoC with a co-processor, and a main SoC with a separate ISP [6][50] Key Players and Products - Major companies such as Meta, Xiaomi, and various domestic brands are actively launching AI glasses, with Meta's Ray-Ban Meta leading in sales [39][40] - The report suggests monitoring companies in the AI glasses chip supply chain, including Hengxuan Technology, Aojie Technology, and others [6] Future Projections - The report anticipates that by 2025, Meta will release a new AI glasses model, Hypernova, which will include a heads-up display [32] - The competitive landscape is expected to intensify as more smartphone manufacturers and tech companies enter the AI glasses market [4][39]

Group 1 - The core viewpoint of the news is that Aojie Technology (688220.SH) is currently experiencing a decline in stock price, with a drop of 3.69% 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 price of 164.54 yuan per share and a total of 41.83 million shares issued [1] - 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 planned amount [1] Group 2 - In the 2024 annual report, Aojie Technology reported a revenue of 3.386 billion yuan, representing a year-on-year growth of 30.23%, but incurred a net loss of 693 million yuan, compared to a loss of 506 million yuan in the previous year [2] - The company’s cash flow from operating activities was negative 404 million yuan, an improvement from negative 678 million yuan in the previous year [2] - In 2022, Aojie Technology achieved a revenue of 2.140 billion yuan, with a net loss of 252 million yuan and a cash flow from operating activities of negative 354 million yuan [2]

证券代码：688220 证券简称：翱捷科技 公告编号：2025-026 翱捷科技股份有限公司 关于召开 2024 年度暨 2025 年第一季度业绩说明会的 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、准确性和完整性依法承担法律责任。 重要内容提示： ???会议召开时间：2025 年 05 月 26 日（星期一）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 05 月 20 日（星期二）至 05 月 23 日（星期 五）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 4 月 告，为便于广大投资者更全面深入地了解公司 2024 年度及 2025 年第 一季度经营成果、财务状况，公司计划于 2025 年 05 月 ...

证券代码：688220 证券简称：翱捷科技 公告编号：2025-026 翱捷科技股份有限公司 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 05 月 20 日（星期二）至 05 月 23 日（星期 五）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 4 月 8 日、4 月 30 日分别发布公司 2024 年年度报告及 2025 年第一季度报 告，为便于广大投资者更全面深入地了解公司 2024 年度及 2025 年第 一季度经营成果、财务状况，公司计划于 2025 年 05 月 26 日（星期 一）13:00-14:00 举行 2024 年度暨 2025 年第一季度业绩说明会，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 2024 年度 及 2025 年第一季度的经营成果及财务指标的具体情况与投资者进行 互动交流和沟通，在信息披露允许的范围内就投资者普遍关注的问题 ...