证券代码：688512 证券简称：慧智微 公告编号：2026-002 广州慧智微电子股份有限公司 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。 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、经公司财务部门初步测算，广州慧智微电子股份有限公司（以下简称"公司"） 预计2025年年度实现营业收入80,000.00万元到86,000.00万元。 2、预计2025年年度实现归属于母公司所有者的净利润-23,500.00万元到-16,800.00 万元。 3、预计2025年年度实现归属于母公司所有者扣除非经常性损益后的净利润- 33,000.00万元到-26,300.00万元。 （三）本期业绩预告相关的财务数据未经注册会计师审计。 二、上年同期业绩情况 上年同期营业收入52,398.69万元，利润总额为-37,945.97万元，归属于母公司所有 者的净利润为-43,841.70万元，归属于母公司所有者扣除非经常性损益后的净利润为- 47,36 ...

Core Viewpoint - The company expects to achieve revenue of 800 to 860 million yuan in 2025, an increase from 524 million yuan in the same period last year, while narrowing its net loss significantly [1] Revenue and Profit Forecast - Projected revenue for 2025 is between 800 million and 860 million yuan, compared to 524 million yuan in the previous year [1] - The net profit attributable to the parent company is expected to be between -235 million and -168 million yuan, improving from -438 million yuan year-on-year [1] - The non-recurring net profit is forecasted to be between -330 million and -263 million yuan, compared to -474 million yuan in the same period last year [1] Factors Influencing Performance - The performance improvement is primarily attributed to product structure optimization and the mass production and shipment of the Phase8L product [1] - Increased shipments of 5GMMMB and L-PAMiF products have contributed to revenue growth [1] - Improvements in gross margin, increased government subsidies, and reduced R&D expenses have led to a narrowing of net losses [1]

Shareholder Reductions - Zhishang Technology's shareholders Liu Dongsheng and Liu Dongli plan to reduce their holdings by no more than 3% [1] - Hengtian Hailong's shareholder Hengtian Group intends to reduce its holdings by no more than 3% [1] - Shouchuang Securities' shareholder Chengshi Dongli plans to reduce its holdings by no more than 27.245 million A-shares [1] - Olin Bio's shareholder Taichang Group intends to reduce its holdings by no more than 6 million shares [1] - Juhe Materials' shareholder Changzhou Pengji plans to reduce its holdings by no more than 1.2297% [1] - Fuzhijie Technology's actual controller and its concerted actors plan to reduce their holdings by no more than 1% [1] - Sanjiang Shopping's shareholder Alizetai has reduced 6.1653 million shares through block trading [1] - Aonong Bio's shareholders including Foreign Trade Trust, Xiamen Trust, and Beijing Yawen plan to reduce their holdings by no more than 1% [1] - Dongfang Communication has cumulatively reduced 2.6 million shares of Changxin Bochuang [1] - XG Group has cumulatively reduced 473,900 shares [1] - Jiazhe New Energy's GLP has cumulatively reduced 1.08% of the company's shares [1] - Tuojing Technology's shareholder National Integrated Circuit Fund has cumulatively reduced 2.99% of its shares through block trading [1] - Huizhiwei's shareholder Great Fund Phase II has cumulatively reduced 0.57542% of the company's shares [1] Other Notable Events - ST Nachuan's stock trading may be subject to delisting risk warning [1] - Gao Meng New Materials' actual controller and vice chairman Xiong Haitao has been detained [1]

（文章来源：证券日报） 证券日报网讯 1月27日，慧智微发布公告称，国家集成电路产业投资基金二期股份有限公司于2026年1 月12日至1月27日通过集中竞价减持公司2，686，331股，占当前总股本0.57542%，减持后持股23， 342，117股，占总股本4.99999%，不再是持股5%以上股东。 ...

证券代码：688512 证券简称：慧智微 公告编号：2026-001 广州慧智微电子股份有限公司 重要内容提示： 一、本次权益变动基本情况 信息披露义务人本次权益变动系：一是通过上海证券交易所集中竞价减持其所持 有的公司股份，二是因公司股权激励行权导致总股本增加后持股比例被动稀释。具体 变动情况如下： （一）信息披露义务人基本情况 本次权益变动属于广州慧智微电子股份有限公司（以下简称"公司"）持股 5%以上股东国家集成电路产业投资基金二期股份有限公司（以下简称"大基 金二期"）实施已披露的股份减持计划及持有股份被动稀释，不触及要约收购。 股东大基金二期所持股份来源于IPO前取得。本次权益变动后，大基金二期持 有公司23,342,117股，占公司总股本的4.99999%，不再是公司持股5%以上的股 东。 本次权益变动为持股5%以上非第一大股东减持及被动稀释，不会导致公司控 股股东、实际控制人发生变化。 | 公司名称 | 国家集成电路产业投资基金二期股份有限公司 | | --- | --- | | 注册地址 | 北京市北京经济技术开发区景园北街2号52幢7层701-6 | | 法定代表人 张新 | | | 注册资 ...

股份变动性质：股份减少、被动稀释 签署日期：2026 年 1 月 27 日 广州慧智微电子股份有限公司 简式权益变动报告书 上市公司名称：广州慧智微电子股份有限公司 股票简称：慧智微 1 股票代码：688512 股票上市地点：上海证券交易所 信息披露义务人：国家集成电路产业投资基金二期股份有限公司 住所及通讯地址：北京市西城区真武庙 1 号职工之家 C 座 21-23 层 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称"《证券法》"）、 《上市公司收购管理办法》（以下简称"《收购管理办法》"）、《公开发行证 券的公司信息披露内容与格式准则第 15 号——权益变动报告书》（以下简称"《准 则 15 号》"）及其他相关的法律、法规和规范性文件编写本报告书。 二、信息披露义务人签署本报告书已获得必要的授权和批准，其履行亦不违 反信息披露义务人公司章程或内部规则中的任何条款，或与之相冲突。 三、依据《证券法》《收购管理办法》《准则 15 号》的规定，本报告书已 全面披露信息披露义务人在广州慧智微电子股份有限公司中拥有权益的股份变 动情况。 四、截至本报告书签署日，除本报告书披露的持股信息 ...

格隆汇1月27日丨慧智微(688512.SH)公布，2026年1月12日至2026年1月27日，股东大基金二期累计减持 公司股份数量268.63万股，占公司当前总股本的0.57542%。本次权益变动后，大基金二期持有公司 23,342,117股，占公司当前总股本的4.99999%。 ...

格隆汇1月27日丨慧智微(688512.SH)公布，2026年1月12日至2026年1月27日，股东大基金二期累计减持 公司股份数量268.63万股，占公司当前总股本的0.57542%。本次权益变动后，大基金二期持有公司 23,342,117股，占公司当前总股本的4.99999%。 ...

南财智讯1月27日电，慧智微公告，国家集成电路产业投资基金二期股份有限公司因集中竞价减持及公 司股权激励行权导致被动稀释，合计减持2,686,331股，持股数量由26,028,448股减少至23,342,117股，持 股比例由5.75%降至4.99999%，四舍五入后为5.00%。本次权益变动已完成。 ...

Core Viewpoint - The stock of Huizhi Micro has shown a positive trend with a 10.04% increase year-to-date and a significant rise in revenue and net profit for the first nine months of 2025, indicating strong growth potential in the semiconductor industry [1][2]. Group 1: Stock Performance - On January 21, Huizhi Micro's stock rose by 2.08%, reaching 12.28 CNY per share, with a trading volume of 87.20 million CNY and a turnover rate of 2.22% [1]. - The stock has increased by 4.78% over the last five trading days, 13.39% over the last twenty days, and 5.41% over the last sixty days [1]. Group 2: Financial Performance - For the period from January to September 2025, Huizhi Micro achieved a revenue of 568 million CNY, representing a year-on-year growth of 48.04% [2]. - The company reported a net profit attributable to shareholders of -122 million CNY, which is a year-on-year increase of 58.98% [2]. Group 3: Company Overview - Huizhi Micro, established on November 11, 2011, is located in Huangpu District, Guangzhou, and specializes in the research, design, and sales of RF front-end chips and modules [1]. - The company's main revenue sources are 5G modules (55.01%) and 4G modules (44.80%), with technical services and others contributing 0.19% [1]. - Huizhi Micro is classified under the semiconductor industry, specifically in analog chip design, and is associated with concepts such as smartphones, IoT, and specialized small enterprises [1].