证券代码：688469 证券简称：芯联集成 公告编号：2026-003 芯联集成电路制造股份有限公司 关于 2024 年限制性股票激励计划 首次授予部分第一个归属期（第四批次）归属结果公告 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： 本次归属股票数量：8.8563 万股 股票来源：公司从二级市场回购的公司 A 股普通股。 根据中国证监会、上海证券交易所、中国证券登记结算有限责任公司上海分公司 有关业务规则的规定，芯联集成电路制造股份有限公司（以下简称"公司"）于 2026 年 3 月 23 日收到中国证券登记结算有限责任公司出具的《过户登记确认书》，公司 2024 年限制性股票激励计划（以下简称"本激励计划"）首次授予部分第一个归属期 （第四批次）的股份已完成过户。现将有关情况公告如下： 一、本次限制性股票授予已履行的决策程序和信息披露情况 （一）2024 年 4 月 13 日，公司召开第一届董事会第二十一次会议，会议审议通 过了《关于公司<2024 年限制性股票激励计划（草案）>及其摘要的议案》《关于 ...

芯联集成 20260303 摘要 MOSFET 供需紧缺驱动涨价：2025 年末已发涨价函，2026 年 1 月执 行。8 英寸产能停止扩充叠加 AI 服务器与储能需求爆发，景气度有望延 续至 2026 年。 AI 服务器电源业务爆发：实施 UMTInside 战略，覆盖 70% 的 BOM 成本。2026 年 AI 业务收入占比预计从 6% 提升至 10% 以上，成为核 心增长引擎。 BCD 工艺平台高速增长：深度绑定汽车国产化与 AI 算力，55nm BCD 已获定点。预计 2026 年 BCD 业务收入将较 2025 年实现 3 倍增长。 SiC 业务量价齐升：2025 年收入超 15 亿元，在手订单超 150 亿元。 预计 2026 年 SiC 收入将翻倍至 30 亿元，8 英寸 SiC MOSFET 已送 样海外 AI 巨头。 盈利拐点明确：2026 年营收目标 100 亿以上（2025 年约 82 亿）。 随涨价落地、折旧压力缓解及高附加值产品占比提升，公司有望加速扭 亏并实现有厚度的盈利。 技术前瞻布局：2026 年正式切入 MicroLED 领域，联合星宇股份开发 车载照明；氮化镓研发加速，重 ...

2023年12月1日，芯联集成电路制造股份有限公司发布公司证券简称变更实施公告。经公司董事会 会议审议，同意将公司中文名称"绍兴中芯集成电路制造股份有限公司"变更为"芯联集成电路制造股份 有限公司"，公司证券简称"中芯集成"变更为"芯联集成"，公司证券代码保持不变。经公司申请，并经 上海证券交易所办理，公司证券简称将自2023年12月6日由"中芯集成"变更为"芯联集成"，扩位证券简 称相应由"中芯集成"变更为"芯联集成"，公司证券代码"688469"保持不变。 中芯集成于2023年5月10日在上交所科创板上市，发行数量为169,200.00万股（行使超额配售选择权 之前）；194,580.00万股（全额行使超额配售选择权之后），本次发行股份全部为新股，不安排老股转 让，发行价格为5.69元/股。中芯集成的保荐机构（主承销商）为海通证券股份有限公司（现更名为"国 泰海通证券股份有限公司"），保荐代表人为徐亦潇、宋轩宇，联席主承销商为华泰联合证券有限责任 公司、兴业证券股份有限公司。 中芯集成首次公开发行股票募集资金总额为962,748.00万元（行使超额配售选择权之前）， 1,107,160.20万元（全额行使 ...

Core Viewpoint - The company expects to achieve significant revenue growth in 2025, with a focus on enhancing its competitive edge through a one-stop system OEM model and leveraging domestic market opportunities [1][2]. Financial Data and Indicators - The total revenue for 2025 is projected to be 818,186.52 million RMB, representing a year-on-year increase of 25.70% [2]. - The net profit attributable to the parent company is expected to be -57,426.78 million RMB, a reduction in losses by 40.31% year-on-year [2]. - The net profit attributable to the parent company after deducting non-operating gains and losses is projected to be -109,274.22 million RMB, with a year-on-year reduction in losses of 22.48% [2]. - The basic earnings per share is expected to be -0.08 RMB, reflecting a year-on-year reduction in losses of 42.86% [2]. Operating Performance and Financial Condition - The company anticipates total assets at the end of the reporting period to be 3,331,507.56 million RMB, a decrease of 2.60% year-on-year [2]. - The equity attributable to the parent company is expected to be 1,305,379.22 million RMB, showing a year-on-year increase of 5.95% [2]. - The net asset value per share attributable to the parent company is projected to be 1.56 RMB, a decrease of 10.86% year-on-year [2]. - The company’s gross profit margin is expected to be 5.56%, an increase of 4.53 percentage points year-on-year, driven by product innovation, operational efficiency, and scale effects [2][3]. Factors Influencing Operating Performance - The company is focusing on expanding its one-stop system OEM model, capitalizing on the domestic substitution window, and continuously launching scarce technological platforms to enhance core competitiveness [2]. - Revenue growth is driven by stable increases in automotive, industrial control, and high-end consumer application sectors, with rapid penetration in AI applications [2]. - The one-stop system OEM model's module business is identified as the core driver of revenue growth [2].

Group 1 - The core viewpoint of the article is that ChipLink Integrated has reported its financial performance for 2025, indicating a significant increase in revenue but a net loss for the company [2] - The company achieved an operating revenue of 8181.87 million yuan, representing a year-on-year growth of 25.70% [2] - The net profit attributable to the parent company was reported at -574.27 million yuan, indicating a loss [2]

Core Viewpoint - The company, ChipLink Integrated (688469.SH), reported a significant increase in total revenue for the fiscal year 2025, alongside a reduction in net losses, indicating improvements in operational efficiency and profitability [1] Financial Performance - The company achieved total revenue of 8.182 billion yuan, representing a year-on-year growth of 25.70% [1] - The net profit attributable to the parent company was -574 million yuan, reflecting a year-on-year reduction in losses of 40.31% [1] - The net profit attributable to the parent company after deducting non-operating gains and losses was -1.093 billion yuan, showing a year-on-year reduction in losses of 22.48% [1] - The basic earnings per share were -0.08 yuan, indicating a year-on-year reduction in losses of 42.86% [1] Profitability and Operational Efficiency - The company achieved a gross profit margin of 5.56%, which is an increase of 4.53 percentage points year-on-year [1] - The improvement in profitability is attributed to continuous product iteration and upgrades driven by R&D innovation, enhanced production efficiency through refined operations, and the realization of scale effects from revenue growth [1] - The company has also pursued mergers and acquisitions to achieve deep operational and management synergies, enhancing group management efficiency while maintaining high levels of R&D investment to strengthen profitability and core competitiveness [1]

2025 年度业绩快报公告 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：688469 证券简称：芯联集成 公告编号：2026-002 芯联集成电路制造股份有限公司 本公告所载2025年度主要财务数据为初步核算数据，未经会计师事务所审计， 具体数据以公司2025年年度的定期报告为准，提请投资者注意投资风险。 1、报告期的经营情况、财务状况 一、2025 年度主要财务数据和指标 单位：人民币万元 | 项目 | 本报告期 | 上年同期 | 增减变动幅度（％） | | --- | --- | --- | --- | | 营业总收入 | 818,186.52 | 650,909.08 | 25.70 | | 营业利润 | -189,622.29 | -224,977.84 | 减亏 15.72% | | 利润总额 | -189,550.39 | -224,650.33 | 减亏 15.62% | | 归属于母公司所有者的净利润 | -57,426.78 | -96,215.96 | 减亏 40.31% | | 归属于母 ...

Core Viewpoint - The company, ChipLink Integrated (688469.SH), projects a total revenue of 8.182 billion yuan in 2025, representing a year-on-year growth of 25.70%, while the net profit attributable to shareholders is expected to be -574 million yuan, indicating a 40.31% reduction in losses [2] Revenue Growth - The company is experiencing steady revenue growth in the automotive, industrial control, high-end consumer, and AI application sectors [2] - The module business under the one-stop system OEM model has become the core driver of revenue growth [2] Operational Efficiency - The company is enhancing operational and management efficiency through mergers and restructuring, promoting deep collaboration within its operations [2] - Group management efficiency is being improved as a result of these strategic initiatives [2]

Group 1 - The 2026 CCTV Spring Festival Gala featured various robot manufacturers, indicating a growing interest in the robotics industry as a potential investment opportunity [1] - Companies like ChipLink Integration and Summer Precision are actively investing in and collaborating with key players in the robotics sector, such as Magic Atom [2][3] - The establishment of joint ventures, like Tianqi Galaxy, aims to advance the application of embodied intelligent robots in industrial manufacturing, particularly in automotive and new energy sectors [3] Group 2 - Many companies, including Macro Chang Technology and Junyi Digital, are exploring partnerships and investments in the robotics field, although they acknowledge that their current business contributions are minimal [7][8] - The robotics industry is still in its exploratory phase, with many companies reporting that their related business segments are not yet generating significant revenue [8][9] - The overall market for robotics is expected to grow, but companies express caution regarding the pace of market development and the potential for increased orders [7][8]

Group 1 - The 2026 CCTV Spring Festival Gala featured several robot manufacturers, showcasing the growing integration of robotics into mainstream entertainment and signaling potential investment opportunities in the embodied intelligence industry [1] - Companies like Magic Atom, Galaxy General, Yushu Technology, and Songyan Power are part of a collaborative ecosystem, with some firms investing in key players while others act as core suppliers or strategic partners [1] - Despite optimistic expectations, many companies identified as "concept stocks" reported that their robotics-related businesses are still in the market development phase, contributing minimally to current performance [1] Group 2 - ChipLink Integrated (688469.SH) has a strategic partnership with Magic Atom and is involved in the production of laser radar components for robotics, with mass production expected in Q1 2026 [2] - Xiaxia Precision (001306.SZ) has identified Magic Atom as a potential client and has developed precision gears and reducers for humanoid robots, with some products already supplied to well-known robotics companies [2] - Tianqi Co., Ltd. (002009.SZ) established a joint venture with Galaxy General to advance the application of embodied intelligence robots in industrial manufacturing, with both companies holding a 50% stake [3] Group 3 - Junyi Digital (301172.SZ) has formed a dual relationship with Galaxy General through equity investment and a partnership agreement to promote robotics in specific vertical industries [3] - Shoucheng Holdings (00697.HK) is a significant investor in Songyan Power and has supported multiple rounds of financing, focusing on the robotics sector [3] - Shengshi Technology (002990.SZ) signed a strategic cooperation agreement with Songyan Power to create a collaborative system across the entire value chain of research, production, and market [4] Group 4 - Companies like Weilan Lithium (002245.SZ) and Nasda (002180.SZ) have established supply relationships with Yushu Technology, contributing to the production of lithium batteries and other components [4][5] - The 2025 Spring Festival Gala showcased humanoid robots, leading to a surge in the robotics industry, but the sustainability of this growth remains uncertain [6] - Companies such as Hongchang Technology (301008.SZ) and Xiaxia Precision have expressed cautious optimism regarding market growth, noting that many clients are still in the sample and small-batch order stages [7] Group 5 - Green Harmonic (688017.SH) reported significant growth in its precision transmission device business, indicating a shift from research to small-scale production in the robotics sector [8] - Liard (300296.SZ) is involved in the embodied intelligence business, providing services to leading robotics manufacturers, although this segment currently represents a small portion of its overall revenue [8] - Meihu Co., Ltd. (603319.SH) is expanding into the embodied intelligence sector while maintaining its traditional automotive parts business, with new projects underway for major robotics clients [8]