证券代码：688220 证券简称：翱捷科技 公告编号：2026-001 翱捷科技股份有限公司 2025 年年度业绩预告 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： 翱捷科技股份有限公司（以下简称"公司"）预计 2025 年年度实现营业 收入为 38.17 亿元左右，较 2024 年增加约 4.31 亿元左右，同比增长 12.73%左 右。 公司预计 2025 年年度实现归属于母公司所有者的净利润为-3.99 亿元左 右，较 2024 年亏损金额减少 2.94 亿元左右，亏损同比减少 42.38%左右。 公司2025年持续大额研发投入，预计报告期内研发投入13.02亿元左右， 较上年同期增加 0.61 亿元左右，同比增长 4.89%左右。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 1．经财务部门初步测算，预计 2025 年年度实现营业收入为 38.17 亿元左右， 较上年同期（法定披露数据）相比，增加约 4.31 亿元 ...

智通财经APP讯，翱捷科技(688220.SH)披露2025年年度业绩预告，公司预计2025年年度实现营业收入 为38.17亿元左右，较2024年增加约4.31亿元左右，同比增长12.73%左右。公司预计2025年年度实现归 属于母公司所有者的净亏损3.99亿元左右，较2024年亏损金额减少2.94亿元左右，亏损同比减少42.38% 左右。 报告期内，随着公司产品的不断丰富，产品覆盖的应用场景进一步拓展，芯片销量较去年同期实现大幅 增长，带动整体营业收入实现持续增长，收入增长幅度为12.73%左右。报告期内，公司在研发方面继 续保持大额投入，深化不同应用领域的产品布局，尤其对智能手机芯片平台及相关技术进行了大量的研 发投入，核心竞争力不断增强。预计2025年研发投入13.02亿元左右，较上年同期增长4.89%左右。 ...

Core Viewpoint - Aojie Technology (688220.SH) expects to achieve an annual revenue of approximately 3.817 billion yuan in 2025, representing an increase of about 431 million yuan from 2024, with a year-on-year growth of approximately 12.73% [1] Financial Performance - The company anticipates a net profit attributable to the parent company of around -399 million yuan for 2025, which is a reduction of approximately 294 million yuan from 2024, reflecting a year-on-year decrease in losses of about 42.38% [1] - The expected R&D investment for 2025 is approximately 1.302 billion yuan, an increase of about 61 million yuan from the previous year, indicating a year-on-year growth of approximately 4.89% [1] Product and Market Development - The company has seen significant growth in chip sales compared to the same period last year, driven by the continuous expansion of product offerings and application scenarios, contributing to sustained revenue growth of approximately 12.73% [1] - Aojie Technology continues to maintain substantial R&D investments, focusing on deepening product layouts across different application fields, particularly in smartphone chip platforms and related technologies, thereby enhancing its core competitiveness [1]

Core Viewpoint - Aojie Technology (688220.SH) experienced a stock price decline of 3.30%, closing at 91.20 yuan, following its initial public offering (IPO) on the Shanghai Stock Exchange's STAR Market on January 14, 2022, where it faced a price drop from its initial offering price of 164.54 yuan per share [1]. Group 1 - Aojie Technology issued a total of 41.83 million shares during its IPO, raising a total of 6.883 billion yuan, with a net amount of 6.546 billion yuan after deducting issuance costs [1]. - The net fundraising amount exceeded the original plan by 4.166 billion yuan, as the company initially aimed to raise 2.380 billion yuan [1]. - The funds raised are intended for various projects, including the design of new communication chips, smart IPC chip design, and the establishment of a research and development center [1]. Group 2 - The total issuance costs for Aojie Technology's IPO amounted to 337 million yuan, with underwriting and sponsorship fees accounting for 310 million yuan [2].

Core Viewpoint - Aojie Technology (688220.SH) is currently experiencing a decline in stock price, with a closing price of 92.70 yuan and a drop of 7.07%, indicating a state of being below its 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] - On its first trading day, Aojie Technology's stock opened below the IPO price, reaching a maximum price of 130.11 yuan, which was the highest price since its listing [2] - 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 [2] Group 2: Fund Allocation - The funds raised are intended for several projects, including the design of new communication chips, smart IPC chip design, integrated solutions for various wireless protocols, high-precision navigation and positioning, research center construction, and working capital supplementation [2] - The total issuance costs for the IPO were 337 million yuan, with underwriting and sponsorship fees accounting for 310 million yuan [3]

Investment Strategy - The report emphasizes focusing on FAB and storage manufacturers that are expanding production and the recovery cycle of analog chips [3] - Longxin plans to raise 29.5 billion yuan, while SMIC Southern will receive a total cash contribution of 7.778 billion USD from shareholders [3] - Recommended companies include SMIC, Hua Hong Semiconductor, Zhongwei Company, and others [3] Market Trends - Microchip CEO noted a broad recovery in multiple end markets, with initial orders for the new quarter significantly better than the same period last year [3] - The storage demand is driven by AI, with prices still in an upward cycle; TrendForce predicts a 55-60% increase in general DRAM contract prices for Q1 2026 [3][30] Company Performance - The semiconductor index rose by 4.47% in December 2025, underperforming the electronics sector by 0.69 percentage points but outperforming the CSI 300 index by 2.19 percentage points [8] - Notable stock performances included Micron Technology (+20.74%) and Microchip Technology (+18.92%) [10] Semiconductor Sales Data - Global semiconductor sales reached 75.28 billion USD in November 2025, marking a year-on-year increase of 29.8% [26] - China’s semiconductor sales accounted for 26.9% of the global total, with a year-on-year growth of 15% [36] Price Trends in Storage - DRAM and NAND Flash contract prices increased in November, with DRAM prices rising from 7.00 USD to 8.10 USD and NAND Flash prices from 5.19 USD to 4.35 USD [30] - Predictions indicate a 55-60% increase in general DRAM contract prices and a 33-38% increase in NAND Flash prices for Q1 2026 [30][32]

Group 1 - Aojie Technology's stock price increased by 5.24% on January 9, reaching 94.18 CNY per share, with a trading volume of 620 million CNY and a turnover rate of 1.84%, resulting in a total market capitalization of 39.396 billion CNY [1] - The stock has risen for four consecutive days, with a cumulative increase of 8.33% during this period [1] - Aojie Technology, established on April 30, 2015, and listed on January 14, 2022, specializes in the research, design, and sales of wireless communication chips, along with customized chip services and semiconductor IP licensing [1] Group 2 - Taiping Fund has one fund heavily invested in Aojie Technology, specifically the Taiping Science and Technology Innovation Selected Mixed Fund A (019575), which held 5,626 shares, accounting for 4.29% of the fund's net value, making it the sixth-largest holding [2] - The fund has generated a floating profit of approximately 26,400 CNY today and 38,700 CNY during the four-day increase [2] - The Taiping Science and Technology Innovation Selected Mixed Fund A was established on January 30, 2024, with a latest scale of 13.5931 million CNY and has achieved a year-to-date return of 8.49% [2]

Core Viewpoint - The company, Aojie Technology, is actively involved in the VPU (Vision Processing Unit) sector and is continuously conducting research and development to meet industry demands, although specific client projects cannot be disclosed due to confidentiality obligations [1]. Group 1 - Aojie Technology has already covered the VPU-related fields in its customized business [1]. - The company is engaged in ongoing R&D and technical layout to adapt to industry development needs [1]. - Specific plans or intentions regarding clients and projects cannot be shared due to confidentiality and disclosure requirements [1].

格隆汇1月7日｜有投资者在互动平台向翱捷科技提问：请问公司第二代5G基带芯片的进展及6G的研发 进度？翱捷科技回复称，公司第二代5G智能SoC芯片研发工作积极推进中。同时公司一直在关注和跟进 6G相关技术标准演进，关键技术的预研工作已经进行中。 ...

Core Viewpoint - The company has successfully completed the wafer return for its 5G baseband chip and is currently in the testing phase [1] Group 1: Company Updates - The 5G baseband chip has recently returned from the wafer fabrication process and is undergoing testing [1] - The ASIC custom business has a sufficient project reserve that covers a variety of clients [1] - Due to client confidentiality agreements, the company is unable to disclose specific cooperation details and project progress [1]