Core Viewpoint - The company emphasizes that 5G RedCap is a key growth area, with the transition from 4G to 5G in the IoT sector being an inevitable trend [1] Group 1: Business Development - The company has launched three platforms targeting module, automotive, and MiFi markets, as well as lightweight and smart wearable devices [1] - Nearly 10 chip models have been commercialized, with over 50 terminal product projects currently in steady progress [1] - Several clients, including ZTE and Feimao, have begun mass production since the fourth quarter [1] Group 2: Market Outlook - The continuous improvement of 5G infrastructure and the gradual realization of 5G network commercial value are expected to lead to significant growth opportunities in the 5G RedCap market by 2026 [1] - The company anticipates that the shipment volume of related products will exceed one million units [1]

Core Viewpoint - The company has established a strong technological foundation in the artificial intelligence sector, showcasing its capabilities in various aspects of AI development [1] Group 1: Technological Capabilities - The company possesses full-stack independent research and development capabilities, enabling integrated design from hardware accelerators and algorithm optimization to software stacks and toolchains [1] - The company has developed a flexible and powerful NPU architecture, supporting mainstream AI models such as CNN, RNN, and Transformer, with high computational flexibility ranging from below 1 TOPS to several tens of TOPS, allowing it to meet diverse product performance requirements [1] - The company's AI capabilities cater to both edge AI needs in consumer electronics like smartphones and tablets, as well as cloud-edge inference tasks, while also supporting integration with advanced storage technologies like 3D stacking to enhance processing efficiency and expand AI applications in complex scenarios [1]

证券日报网12月24日讯 ，翱捷科技在接受投资者提问时表示，截至2025年12月18日，阿里网络所持公 司3%股份的减持计划已全部实施完毕。本次减持完成后，阿里网络仍持有公司12.43%的股份，为公司 重要股东。阿里网络系公司早期股东，自2017年起已参与公司多轮融资。本次减持是其基于自身商业安 排作出的决策，并非不看好公司未来发展。截至目前，公司尚未获悉阿里网络存在新的减持计划。 （文章来源：证券日报） ...

Group 1 - The core viewpoint of the article is that the company, Aojie Technology, is optimistic about its future revenue from ASIC custom business due to a sufficient backlog of orders, all of which are advanced process projects with high complexity and large individual order sizes [2] - The company has indicated that the current orders and project progress support a positive outlook for revenue recognition in 2026 and 2027 [2] - Aojie Technology's ASIC custom business is characterized by a strong order book, suggesting robust demand in the market [2] Group 2 - The company emphasizes that the complexity of its projects contributes to the larger scale of individual orders, which is a positive indicator for future growth [2] - The focus on advanced process projects highlights the company's strategic positioning in a competitive industry [2] - The optimistic revenue outlook reflects the company's confidence in its operational capabilities and market demand [2]

（文章来源：证券日报） 证券日报网12月24日讯 ，翱捷科技在接受投资者提问时表示，公司的5G智能SoC芯片已经于2025年9月 流片，预计本月底前回片。 ...

Core Viewpoint - The company is actively monitoring opportunities for mergers and acquisitions in line with its strategic planning and development needs, although it currently has no specific plans in place [2] Group 1 - The company is focused on capital market cooperation and is open to evaluating potential M&A opportunities [2] - As of now, the company has no related plans for mergers or acquisitions [2]

Core Insights - The company, Aojie Technology, has a strong presence in the custom chip business, covering key application areas such as cloud-side AI computing, wearable devices, and RISC-V, serving a diverse range of top-tier clients [2] - The company prioritizes collaboration with leading CSP manufacturers and system vendors based on client strength, project scale, compliance, and potential for mass production, indicating a strategic approach to client selection [2] - There is a robust demand for custom chip services, and the company is recognized as a leading player in this sector in China, with sustainable business prospects due to its deep technical expertise and extensive experience in advanced process mass production [2] - The company primarily offers Turn-key one-stop services, ensuring continued revenue from clients after the completion of NRE (Non-Recurring Engineering) costs, as it remains responsible for subsequent mass production [2]

Core Viewpoint - Aojie Technology is developing various solutions for cloud AI inference ASIC projects, focusing on compliance and customization for different client needs [2] Group 1: Product Development - The company has created high-cost-performance LPDDR solutions for large-scale applications [2] - Advanced packaging technologies, including 3D DRAM interfaces, are being developed to meet ultra-high bandwidth application requirements [2] - The solutions cover mainstream technological pathways currently available in the market [2]

国泰海通证券股份有限公司 根据《翱捷科技股份有限公司首次公开发行股票并在科创板上市招股说明 书》及《翱捷科技股份有限公司首次公开发行股票科创板上市公告书》，本次申 请解除股份限售的股东关于其持有的限售股上市流通的承诺如下： 关于翱捷科技股份有限公司 首次公开发行部分限售股上市流通的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为翱 捷科技股份有限公司（以下简称"翱捷科技"或"公司"）首次公开发行股票并上 市持续督导的保荐机构，根据《证券发行上市保荐业务管理办法》《上海证券交 易所科创板股票上市规则》《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》等相关法律、法规和规范性文件的规定，对翱捷科技首次公 开发行部分限售股上市流通事项进行了核查，核查情况与意见如下： 一、本次上市流通的限售股类型 根据中国证券监督管理委员会（以下简称"中国证监会"）于 2021 年 12 月 14 日出具的《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），同意公司首次公开发行股票的注册申请。公司 首次向社会公众公开发行人民币普通股（A 股）股 ...

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。 证券代码：688220 证券简称：翱捷科技 公告编号：2025-041 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 根据中国证券监督管理委员会（以下简称"中国证监会"）于 2021 年 12 月 14 日出具的《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），同意公司首次公开 发行股票的注册申请。公司首次向社会公众公开发行人民币普通股（A 股）股票 41,830,089 股，并于 2022 年 1 月 14 日在上海证券交易所科 创板上市，发行完成后总股本为 418,300,889 股，其中限售条件流通 股 384,753,530 股，占公司总股本的 91.98%，无限售条件流通股为 ...