Group 1 - The core point of the announcement is that Alibaba (China) Network Technology Co., Ltd. holds approximately 64.56 million shares of Aojie Technology, accounting for about 15.43% of the total share capital, with shares set to be tradable from January 14, 2025 [1] - Alibaba plans to reduce its holdings by up to approximately 12.55 million shares, representing no more than 3% of the total share capital, through block trades and centralized bidding within three months after 15 trading days from the announcement date [1] - For the fiscal year 2024, Aojie Technology's revenue composition is heavily weighted towards the integrated circuit industry, which accounts for 99.99% of total revenue, while other businesses contribute only 0.01% [1] Group 2 - As of the latest report, Aojie Technology has a market capitalization of 46.9 billion yuan [2]

证券代码：688220 证券简称：翱捷科技 公告编号：2025-034 翱捷科技股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东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： 股东持有的基本情况: 截至本公告披露日，翱捷科技股份有限公司（以下简称"公司"）股东阿里 巴巴（中国）网络技术有限公司（以下简称"阿里网络"）直接持有公司股份 64,557,440 股，占公司总股本的 15.4333%。上述股份来源为公司首次公开发行 股票前持有的股份，并于 2025 年 1 月 14 日起上市流通。 减持计划的主要内容： 股东阿里网络因自身安排，自本公告披露之日起 15 个交易日后的 3 个月内 拟通过大宗交易、集中竞价交易方式减持公司股份数量合计不超过 12,549,025 股，减持比例不超过公司总股本的 3%，减持价格按市场价格确定。 若减持期间公司发生送股、资本公积金转增股本等导致股份变动事项，减持 股份数量将进行相应调整。 公司于 2025 年 8 月 28 日收到股东阿里网络出具的《关于股东减持计划的告 知 ...

Core Viewpoint - The announcement indicates that shareholder Alibaba Network plans to reduce its stake in Aojie Technology (688220.SH) by up to 12.549 million shares, representing no more than 3% of the company's total share capital within three months after the disclosure date [1] Summary by Relevant Sections - **Shareholder Action** - Alibaba Network intends to reduce its holdings through block trades and centralized bidding [1] - **Reduction Details** - The maximum number of shares to be sold is 12.549 million, which is capped at 3% of the total share capital [1] - The selling price will be determined based on market conditions [1] - **Adjustment Clause** - If there are any changes in share structure, such as stock splits or capital reserve transfers, the number of shares to be reduced will be adjusted accordingly [1]

Core Viewpoint - The article discusses the performance and future prospects of Aojie Technology, highlighting that the company's performance is expected to improve gradually from the second half of this year, with profitability anticipated by next year [3]. Group 1: Business Performance - The core business segment, cellular baseband chips, has shown outstanding performance, with revenue contribution exceeding 85%. Sales volume increased by over 50%, revenue grew by over 30%, and gross profit rose by over 60% compared to the same period last year [5]. - In the Cat.1 bis sector, the company has achieved nearly 50% market share, with 4G Cat.1 main chip shipments increasing by over 50% year-on-year. The second quarter's shipments grew by over 40% compared to the first quarter, indicating a sustained high growth trend [5]. - The 4G Cat.4 main chip shipments increased by approximately 35% year-on-year, with the company expanding into more automotive applications [6]. - The 5G Redcap sector has seen successful progress with the ASR1903 series, which has passed certifications from major operators and has over 30 products in testing or commercial release [6]. - The first 4G octa-core smartphone chip has been successfully commercialized, with significant market feedback and a projected substantial increase in shipments for 2025 [8]. Group 2: Future Developments - The second-generation 4G octa-core smartphone chip is in the tape-out phase, utilizing a 6nm process and featuring a large NPU, with mass production expected in the first half of next year [8]. - The first 6nm 5G octa-core smartphone chip is in the late R&D stage, with expectations for tape-out in the second half of this year and customer onboarding in the second half of next year [9]. - The company is developing three new projects, including high-performance WiFi6 chips and Redcap chips for automotive applications [10]. Group 3: Custom Chip Business - The decline in revenue from the custom chip business in the first half of the year is attributed to a previous focus on smartphone chips. However, the company has received numerous projects since late last year, including those related to AI and cloud computing [11]. - The custom chip business is expected to generate significant revenue next year, with estimates suggesting tens of millions in revenue due to new client projects [11].

登录新浪财经APP 搜索【信披】查看更多考评等级 公司代码：688220 公司简称：翱捷科技 第一节 重要提示 1.1本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规 划，投资者应当到www.sse.com.cn网站仔细阅读半年度报告全文。 1.2重大风险提示 详见公司《2025年半年度报告》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。 1.3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。 1.4公司全体董事出席董事会会议。 1.5本半年度报告未经审计。 1.6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 1.7是否存在公司治理特殊安排等重要事项 □适用 √不适用 第二节 公司基本情况 2.1公司简介 公司股票简况 ■ 2.3前10名股东持股情况表 单位: 股 ■ 公司存托凭证简况 □适用 √不适用 联系人和联系方式 ■ 2.2主要财务数据 单位：元 币种：人民币 ■ 2.4前十名境内存托凭证持有人情况表 □适用 √不适用 2.5截 ...

Core Insights - The financing balance of the STAR Market increased by 1.904 billion yuan compared to the previous day, marking a continuous increase for 33 trading days [1] - The total margin trading balance on the STAR Market reached 218.007 billion yuan as of August 27, with a net increase of 1.914 billion yuan [1] - Among the stocks, 472 had a financing balance exceeding 100 million yuan, with 27 stocks having balances over 1 billion yuan [1] Financing Activity - The stock with the highest net financing inflow was Haiguang Information, with a financing balance of 7.223 billion yuan, increasing by 638 million yuan [2] - Other notable stocks with significant net inflows included Hanwha Technology and SMIC, with net inflows of 353 million yuan and 275 million yuan respectively [2] - The average decline for stocks with net inflows exceeding 10 million yuan was 0.67%, while stocks with the highest gains included Kaipu Cloud and Jingjin Electric, both rising by 20% [2] Industry Preferences - Investors showed a preference for stocks in the electronics, pharmaceutical, and computer sectors, with 36, 23, and 12 stocks respectively being favored [2] - The average financing balance as a percentage of the circulating market value for stocks with significant net inflows was 3.95%, with Hanbang Technology having the highest ratio at 13.71% [2] Stock Performance - The stocks with the largest financing balance increases included Haiguang Information, Hanwha Technology, and SMIC, with respective increases of 9.69%, 3.99%, and 2.57% [2][3] - Conversely, stocks with significant decreases in financing balance included Shijia Guangzi and Tianhe Energy, with reductions of 103 million yuan and 83 million yuan respectively [1][2] Summary of Key Stocks - Haiguang Information: Financing balance of 7.223 billion yuan, increased by 638 million yuan, and a daily decline of 2.68% [2] - Hanbang Technology: Financing balance of 1.08 billion yuan, with a high financing balance to market value ratio of 13.71% [2] - Other notable stocks with significant financing activity include Kaipu Cloud, Jingjin Electric, and Le Xin Technology, with respective daily increases of 20%, 20%, and 17.33% [2]

Core Insights - On August 27, Aojie Technology's stock rose by 8.66%, with a trading volume of 3.186 billion yuan [1] - The company recorded a net financing purchase of 180 million yuan on the same day, with total financing and securities balance reaching 903 million yuan [1] - Aojie Technology's main business includes the research, design, and sales of wireless communication chips, with revenue composition primarily from chip products at 89.01% [1] Financing and Securities - On August 27, Aojie Technology had a financing buy-in of 526 million yuan, with a financing balance of 890 million yuan, accounting for 2.23% of the circulating market value [1] - The company’s financing balance is above the 90th percentile level over the past year, indicating a high level of financing activity [1] - The short selling data shows that 8,400 shares were sold on August 27, with a short selling amount of 931,000 yuan, and a short selling balance of 13.399 million yuan, also above the 90th percentile level [1] Financial Performance - As of June 30, Aojie Technology reported a revenue of 1.898 billion yuan for the first half of 2025, representing a year-on-year growth of 14.67% [2] - The company experienced a net profit loss of 245 million yuan, but this was an improvement with a year-on-year growth of 7.29% [2] - The number of shareholders increased by 5.28% to 20,800, while the average circulating shares per person decreased by 5.01% to 17,307 shares [2] Shareholder Composition - As of June 30, 2025, the sixth largest circulating shareholder is the Harvest SSE STAR Chip ETF, holding 5.9607 million shares, an increase of 1.4495 million shares from the previous period [2] - The tenth largest shareholder, Hong Kong Central Clearing Limited, holds 4.4265 million shares, a decrease of 924,900 shares compared to the previous period [2]

Core Viewpoint - The report highlights the financial performance and operational status of ASR Microelectronics Co., Ltd. for the first half of 2025, indicating a significant increase in revenue despite ongoing losses due to high R&D investments and asset impairments [3][4][14]. Financial Performance - The company reported a revenue of CNY 1.898 billion for the first half of 2025, representing a 14.67% increase compared to the same period last year [4][14]. - The total profit for the period was a loss of CNY 217 million, an improvement from a loss of CNY 247 million in the previous year [4][14]. - The net profit attributable to shareholders was a loss of CNY 245 million, which is a reduction from a loss of CNY 264 million year-on-year [4][14]. - R&D expenses amounted to CNY 668 million, a 12.35% increase from the previous year, reflecting the company's commitment to enhancing its technological capabilities [4][14]. Industry Position and Business Overview - ASR Microelectronics operates in the wireless communication and semiconductor industry, focusing on the design and development of cellular baseband chips and non-cellular IoT chips [6][12]. - The company has established a strong market presence in the cellular IoT sector, achieving nearly 50% market share in the Cat.1 bis segment as of 2024 [11][12]. - The company’s core technology includes a comprehensive range of wireless communication capabilities, supporting various standards such as 2G, 3G, 4G, and 5G [9][10]. - The chip design industry is characterized by high technical barriers, requiring significant investment and expertise to develop competitive products [8][9]. Product Development and Market Strategy - The company has developed a diverse product line, including multi-mode chips that cater to various applications in mobile payments, asset tracking, and industrial IoT [15][16]. - The 4G Cat.1 chip sales have seen over 50% growth compared to the previous year, driven by increasing demand in both domestic and international markets [11][16]. - ASR Microelectronics is actively expanding its partnerships with major players in the industry, enhancing its supply chain presence with notable companies [11][12]. Future Outlook - The company aims to continue its product iteration and expand its market reach by leveraging its technological strengths and customer support capabilities [12][14]. - ASR Microelectronics is positioned to capitalize on the growing demand for IoT solutions and advanced communication technologies, with ongoing investments in R&D to maintain its competitive edge [6][14].

翱捷科技股份有限公司2025 年半年度报告摘要 公司代码：688220 公司简称：翱捷科技 翱捷科技股份有限公司 翱捷科技股份有限公司2025 年半年度报告摘要 第一节 重要提示 规划，投资者应当到 www.sse.com.cn 网站仔细阅读半年度报告全文。 详见公司《2025 年半年度报告》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。 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。 无 □适用 √不适用 翱捷科技股份有限公司2025 年半年度报告摘要 第二节 公司基本情况 公司股票简况 公司股票简况 股票种类 股票上市交易所 股票简称 股票代码 变更前股票简 称 A股 上海证券交易所科 翱捷科技 688220 不适用 创板 公司存托凭证简况 □适用 √不适用 联系人和联系方式 联系人和联系方式 董事会秘书（信息披露境内代 证券事务代表 表） 姓名 韩旻 白伟扬 电话 021-60336588*1188 021-60336588*1188 办公地址 中国（上海）自由贸易试验区 中国（上海）自由贸易试验区 科苑路399号10幢8层（名义楼 科苑路399号10幢8层（名 ...

https://roadshow.sseinfo.com/） ? 会议召开方式：上证路演中心网络互动 证券代码：688220 证券简称：翱捷科技 公告编号：2025-033 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。 重要内容提示： ??会议召开时间：2025 年 9 月 10 日（星期三）11:00-12:00 ? 会议召开地点：上海证券交易所上证路演中心（网址： ? 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 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 ...