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: 5G Baseband Chip - The 5G baseband chip has recently returned from the wafer fabrication process and is undergoing testing [1] - The company is unable to disclose specific details about the project due to customer confidentiality agreements [1] Group 2: ASIC Custom Business - The ASIC custom business has a sufficient project reserve that covers a variety of clients [1] - Specific cooperation details and project progress cannot be disclosed due to confidentiality restrictions [1]

Investment Rating - The industry investment rating is maintained as "Positive" [5] Core Insights - The report emphasizes the importance of advancements and innovations in edge AI, predicting accelerated integration into various hardware products and industrial applications by 2026 [9][10] - Key players in the edge AI sector include chip manufacturers, terminal product manufacturers, and core component manufacturers, with specific companies highlighted for investment opportunities [3][10] Summary by Sections Investment Recommendations and Targets - Focus on the upgrade and innovation breakthroughs in edge AI, with recommended stocks including: - Edge AI main control chip manufacturers: Amlogic, Aojie Technology, Hengxuan Technology, Espressif Technology, Starshine Technology, Rockchip [3][10] - Terminal product manufacturers: Lenovo Group, Xiaomi Group, Luxshare Precision, Linying Intelligent Manufacturing, BYD Electronics, Lens Technology, Ezviz, Innosilicon [3][10] - Core component manufacturers: Huanxu Electronics, Sunny Optical Technology, Orbbec, SUTENG, STMicroelectronics, OmniVision, and Pegatron [3][10]

Group 1 - The U.S. President Trump threatened the acting President of Venezuela, Rodriguez, stating that if she does not act correctly, she may face a heavier price than President Maduro [1] - The Danish Prime Minister urged the U.S. to stop threatening to annex Greenland, asserting that such discussions are meaningless [1] Group 2 - The Chinese automotive exports to Venezuela increased by 130% in the first 11 months of 2025, with passenger car exports rising by 166% and truck exports by 99% [6] - The U.S. government has requested American oil companies to invest heavily in Venezuela to restore its oil extraction infrastructure, indicating a push for revitalization of the oil industry [9] Group 3 - The Ministry of Education in China announced plans to establish 15 new undergraduate higher education institutions [4] - The Ministry of Finance in China stated that the issuance of ultra-long-term general government bonds will start on January 14, 2026 [5] Group 4 - The Shanghai government released a plan with 26 measures to optimize the business environment, focusing on efficient government services and fair market competition [7] - The global protests against U.S. military intervention in Venezuela occurred in various countries, condemning U.S. actions and interventionism [8]

Core Viewpoint - The company, Aojie Technology, has confirmed its involvement in providing customized chips for various applications, including cloud-side AI computing and wearable devices, but has not disclosed specific client details or project information [1] Group 1 - Aojie Technology has received inquiries regarding whether ByteDance and Alibaba's AI glasses utilize its edge chips and cloud chips [1] - The company's chip customization business covers multiple core application areas, including cloud-side AI computing, wearable devices, and RISC-V [1] - Aojie Technology serves leading clients in these sectors, although specific client and project details remain undisclosed [1]

Group 1 - The core point of the news is that Aojie Technology (688220.SH) has experienced a decline in stock price, currently trading at 82.61 yuan, reflecting a drop of 2.25% and is in a state of breaking issue [1] - 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 company raised a total of 6.883 billion yuan through its initial public offering (IPO), 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] Group 2 - The funds raised are intended for various projects, including the design of new communication chips, smart IPC chip design, integration of multiple wireless protocols, high-precision navigation solutions, research center construction, and working capital [2] - The total issuance costs for the IPO amounted to 337 million yuan, with underwriting and sponsorship fees accounting for 310 million yuan [3]

格隆汇12月31日丨翱捷科技(688220.SH)在投资者互动平台表示，公司在手订单中有AI眼镜项目，具体 客户名字受限于客户保密协议要求，不方便披露。 ...

格隆汇12月31日丨翱捷科技(688220.SH)在投资者互动平台表示，公司晶圆供应商境内境外都有，以台 积电为主；封测的供应商主要为境内厂商。目前产能方面暂未看到瓶颈。 ...

Core Viewpoint - The company Aojie Technology (688220) will have 8.7312 million shares of its restricted stock available for trading starting January 5, 2026, marking the end of a 36-month lock-up period since its IPO on January 14, 2022 [2] Group 1: Stock Information - The number of restricted shares to be released is 8.7312 million, which accounts for 2.09% of the company's total share capital [2] - The shareholders involved in this release include the concerted parties of the actual controller and former supervisors and core technical personnel holding shares indirectly through an employee stock ownership platform [2] - The relevant shareholders have made commitments regarding the lock-up of their shares and future intentions for reduction [2] Group 2: Company Performance - Aojie Technology was listed on the Sci-Tech Innovation Board in January 2022, with an initial public offering of 41.8301 million shares [2] - For the first three quarters, the company achieved total operating revenue of 2.88 billion yuan, representing a year-on-year growth of 13.42% [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688220 证券简称：翱捷科技 公告编号：2025-041 翱捷科技股份有限公司 关于首次公开发行部分限售股票上市公告 本次上市流通的限售股为公司首次公开发行前部分限售股8,731,174股，占公司股本总数的2.09%,限售股 股东数量为3名，锁定期为公司首次公开发行股票上市之日起三个完整会计年度，现锁定期即将届满， 将于2026年1月5日起上市流通。 二、本次上市流通的限售股形成后至今公司股本数量变化情况 本次上市流通的限售股属于公司首次公开发行前部分限售股份，自公司首次公开发行股票至今，公司未 发生因利润分配、公积金转增导致股本数量变化的情况。 三、本次上市流通的限售股的有关承诺 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： ● 本次股票上市类型为首发限售股份；股票认购方式为网下，上市股数为8,731,174股。 本次股票上市流通总数为8,731,174股。 ● 本次股票上市流通日期为2026年1月5日。 一、本次上市流通的限售股类型 根据 ...

Group 1 - The company maintains an optimistic outlook for overall revenue in the coming year, primarily driven by several key business segments [1] - The 4G cellular IoT business is expected to remain a core revenue pillar through 2026, supported by a solid market position and strong customer base [1] - The 5G RedCap business has completed its full product line layout, with ample project reserves and successful collaborations leading to bulk shipments, indicating steady revenue growth potential [1] Group 2 - The 5G eMBB business has recently secured customer orders, with large-scale shipments anticipated to begin in Q1 2026 [1] - The smartphone SoC business is set to launch multiple products annually, with recent advancements including the first 5G smartphone SoC chip, expanding into various terminal applications [1] - The chip customization business has a rich order reserve, with significant revenue growth expected as projects are delivered in 2026 [1]