Group 1 - The company expects to achieve an operating revenue of approximately 584 million yuan in the second quarter of 2025, representing a quarter-on-quarter growth of 49.90% [1] - The company's order backlog is projected to reach 3.025 billion yuan by the end of the second quarter of 2025, marking a 23.17% increase from the end of the first quarter of 2025, and setting a new historical high [1][2] - The revenue growth is primarily driven by an increase in intellectual property licensing fees and volume business revenue, with expected licensing fee revenue of 187 million yuan, a quarter-on-quarter increase of 99.63% and a year-on-year increase of 16.97% [1] Group 2 - The company has been focusing on key application areas such as Chiplet technology and its applications in generative AI and smart driving, while continuously exploring emerging markets and expanding its client base [2] - The order backlog consists of nearly 90% one-stop chip customization business, indicating a significant increase in chip design business orders [2] - The company anticipates a decrease in the proportion of R&D investment as chip design business orders increase, with an estimated conversion rate of orders within one year being significant [2]

Group 1 - China Foreign Transport plans to increase its stake in Antong Holdings by 300 million to 600 million yuan, with a maximum purchase price of 3.2 yuan per share [2] - Chipone Technology expects its revenue for the second quarter of 2025 to be approximately 584 million yuan, representing a quarter-on-quarter growth of 49.9% [1] - Nova Star Cloud intends to repurchase shares worth 75 million to 150 million yuan for employee stock ownership plans [5] Group 2 - Cangge Mining reported a 38.8% year-on-year increase in net profit for the first half of 2025, with a proposed cash dividend of 10 yuan per 10 shares [7] - Jiangfeng Electronics' subsidiary plans to purchase 97 machine tools for a total estimated value of 233 million yuan to expand production capacity [9] - Aorikin plans to invest approximately 442 million yuan in a new can production line in Thailand and 647 million yuan in Kazakhstan [10]

Core Viewpoint - The company, Chiplet Technology Co., Ltd. (芯原股份), is expected to report significant revenue growth in Q2 2025, driven by increases in intellectual property licensing fees and volume business revenue. Group 1: Financial Performance - The company anticipates achieving approximately 584 million yuan in revenue for Q2 2025, representing a 49.90% quarter-on-quarter increase [1] - Expected revenue from intellectual property licensing fees is 187 million yuan, with a quarter-on-quarter growth of 99.63% and a year-on-year growth of 16.97% [1] - Volume business revenue is projected to be 261 million yuan, reflecting a quarter-on-quarter increase of 79.01% and a year-on-year increase of 11.65% [1] - The company expects a significant reduction in quarterly losses, indicating improved profitability [1] Group 2: Order Backlog and Market Position - As of the end of Q2 2025, the company has an order backlog of 3.025 billion yuan, marking a 23.17% increase from the end of Q1 2025 and setting a new historical high [1] - Nearly 90% of the order backlog consists of one-stop chip customization services, with an estimated 81% of these orders expected to convert within one year, providing strong revenue growth assurance [2] - The company ranks first in China and eighth globally in the semiconductor IP licensing market, with its licensing revenue ranking sixth worldwide in 2023 [2] Group 3: Research and Development Focus - The company has been investing in key application technology research, particularly in Chiplet technology for generative AI and smart driving applications [1] - The company maintains high R&D investment levels, having accumulated significant technical and human resources, leading to industry-leading technical capabilities [1] - Recent fundraising through a private placement will support R&D projects in AIGC and smart mobility Chiplet solutions, as well as new IP development for graphics processing [3]

Core Viewpoint - The company, Chip Original Co., Ltd., anticipates significant revenue growth in Q2, driven by increases in intellectual property licensing fees and volume business revenues [2] Revenue Performance - The company expects to achieve approximately 584 million yuan in revenue for Q2, representing a 49.9% increase quarter-over-quarter [2] - Projected intellectual property licensing fee revenue is 187 million yuan, showing a quarter-over-quarter increase of 99.63% and a year-over-year increase of 16.97% [2] - Volume business revenue is expected to reach 261 million yuan, with a quarter-over-quarter increase of 79.01% and a year-over-year increase of 11.65% [2] Profitability and Orders - The company anticipates continued improvement in profitability, with a significant reduction in quarterly losses [2] - As of the end of Q2 2025, the company expects a backlog of orders amounting to 3.025 billion yuan, marking a 23.17% increase from the end of Q1 2025 and setting a new historical high [2] - Nearly 90% of the current backlog consists of one-stop chip customization orders, indicating a strong demand for chip design services [2] Future Outlook - The company plans to allocate more R&D resources to customer projects as chip design orders increase, leading to a decrease in the proportion of R&D investment [2] - Approximately 81% of the existing orders are expected to be converted within one year, providing a solid foundation for future revenue growth [2]

Group 1 - Yabont Chemical signed a 10-year supply strategic agreement with Jiangsu Hengrui Medicine to enhance collaboration in the pharmaceutical supply chain, effective from August 1, 2025 [1] - Wei Hua New Materials plans to acquire controlling interest in Jiangsu Heyutai Chemical to extend its product chain and improve competitiveness, currently in the planning stage [2] - Fujirey received a government subsidy of 2.0074 million yuan, expected to positively impact profits in 2025 [4] Group 2 - Hangzhou Garden won the land use rights for a plot in Yuhang District for 130 million yuan, planning to build a smart ecological design R&D headquarters with a total investment of no more than 450 million yuan [5] - Baotai's clinical trial for BAT5906, a recombinant anti-VEGF monoclonal antibody, received approval for new indications, aiming to accelerate commercialization [6] - Weisheng Information won multiple projects with a total bid amount of 110 million yuan, including significant contracts with Southern Power Grid and State Grid [8] Group 3 - Dong'an Power reported a 27.37% year-on-year increase in engine sales for July, totaling 34,500 units [13] - Hanma Technology's truck sales reached 956 units in July, marking a 42.69% year-on-year increase [14] - Jiangsu Bank's executives received regulatory approval for their positions, effective immediately [15] Group 4 - Chip Origin expects Q2 revenue of 584 million yuan, a 49.90% increase quarter-on-quarter, with significant growth in intellectual property licensing fees [24] - Dream Network Technology plans to establish a high-end equipment industry investment fund with a target fundraising of 2 billion yuan [26] - Hefei Urban Construction and China Real Estate Development won land use rights for a residential plot in Hefei for 980 million yuan [28] Group 5 - Lu Kang Pharmaceutical's subsidiary received a drug registration certificate for a new medication for erectile dysfunction [28] - Lifan Pharmaceutical's Mesalazine enteric-coated tablets received a drug registration certificate for treating ulcerative colitis [29] - Yahu Pharmaceutical's APL-1401 clinical trial for ulcerative colitis showed positive preliminary results [30]

证券代码：688521 证券简称：芯原股份 公告编号：2025-042 2025 年第二季度，公司预计实现营业收入约 5.84 亿元，环比增长 49.90%， 主要由知识产权授权使用费收入及量产业务收入增长所带动。具体而言，公司预 计 2025 年第二季度实现知识产权授权使用费收入 1.87 亿元，环比增长 99.63%， 同比增长 16.97%；预计 2025 年第二季度实现量产业务收入 2.61 亿元，环比增长 79.01%，同比增长 11.65%。预计公司 2025 年第二季度盈利能力持续改善，单季 度亏损环比大幅收窄。 公司潜心投入关键应用领域技术研发，如五年前开始布局 Chiplet 技术及其 在生成式人工智能和智慧驾驶上的应用，并持续开拓增量市场和具有发展潜力的 新兴市场，拓展行业头部客户。公司始终保持高研发投入，目前公司已积累了充 分的技术和人力资源，技术能力业界领先，并持续获得全球优质客户的认可。预 计截至 2025 年第二季度末，公司在手订单金额为 30.25 亿元，在手订单已连续 七个季度保持高位，较 2025 年第一季度末增长 23.17%，再创公司历史新高。2025 年第二季度末在手订 ...

Core Viewpoint - The company, Chip Origin Co., Ltd. (688521), anticipates a significant increase in revenue and order backlog by the second quarter of 2025, driven by growth in intellectual property licensing and mass production business [1] Financial Performance - The company expects to achieve approximately 584 million yuan in revenue for the second quarter of 2025, representing a quarter-on-quarter growth of 49.9% [1] - The projected order backlog by the end of the second quarter of 2025 is 3.025 billion yuan, marking a 23.17% increase from the end of the first quarter of 2025, setting a new historical high for the company [1] Revenue Breakdown - The anticipated revenue from intellectual property licensing for the second quarter of 2025 is 187 million yuan, reflecting a quarter-on-quarter growth of 99.63% and a year-on-year growth of 16.97% [1] - The expected revenue from mass production business for the second quarter of 2025 is 261 million yuan, with a quarter-on-quarter growth of 79.01% and a year-on-year growth of 11.65% [1] Profitability Outlook - The company forecasts continued improvement in profitability for the second quarter of 2025, with a significant reduction in quarterly losses compared to previous periods [1]

格隆汇8月1日丨芯原股份(688521.SH)公布，经财务部门初步测算，公司预计2025年第二季度实现营业 收入约5.84亿元，环比增长49.90%。公司预计截至2025年第二季度末在手订单金额为30.25亿元，在手 订单已连续七个季度保持高位，较2025年第一季度末增长23.17%，再创公司历史新高。 ...

Core Viewpoint - The company expects significant revenue growth and improvement in profitability for the second quarter of 2025, driven by increased orders and substantial growth in intellectual property licensing fees and volume business revenue [1] Financial Performance - The company anticipates achieving approximately 584 million yuan in revenue for the second quarter of 2025, representing a quarter-on-quarter increase of 49.90% [1] - The expected order backlog by the end of the second quarter of 2025 is 3.025 billion yuan, which is a 23.17% increase compared to the end of the first quarter of 2025, marking a historical high [1] - Projected revenue from intellectual property licensing fees is 187 million yuan for the second quarter of 2025, reflecting a quarter-on-quarter growth of 99.63% and a year-on-year increase of 16.97% [1] - The anticipated revenue from volume business is 261 million yuan, with a quarter-on-quarter increase of 79.01% and a year-on-year growth of 11.65% [1] Profitability Outlook - The company expects continued improvement in profitability for the second quarter of 2025, with a significant reduction in quarterly losses compared to previous periods [1]

格隆汇8月1日｜A股市场数字货币概念股走弱，其中，恒宝股份跌超6%，四方精创、雄帝科技跌超 5%，信息发展、芯原股份、中科金财、华峰超纤、海联金汇、天阳科技跌超4%。 ...