记者丨见习记者李益文 编辑丨叶映橙 8月20日，芯片龙头股芯原股份（688521.SH）盘中强势触及20%涨停，但尾盘却突发炸板。截至当日收盘，芯原股份报收147.04元/股，日涨幅15.52%，成 交金额42.47亿元，总市值达773亿元。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） SFC 出品丨21财经客户端南财快讯工作室 编辑丨江佩佩实习生林芷仪 21君荐读 市场波动或与一则合作传闻有关。《辟谣财知道》注意到，此前业内有消息称，字节跳动正与芯原股份联手设计一款先进的AI算力芯片。不过，字节跳 动相关负责人在今日午后回应媒体称，字节跳动与芯原股份并无AI芯片相关合作。 公开资料显示，芯原股份成立于2001年，是一家依托自主半导体IP，为客户提供平台化、全方位、一站式芯片定制服务和半导体IP授权服务的企业。目前 公司主营业务的应用领域包括消费电子、汽车电子、计算机及周边等。根据知名调研机构IPnest统计，2024年按照IP授权业务收入计算，芯原股份全球排 名第八；从IP种类来看，芯原位居全球第二。 值得注意的是，公司业绩当前承压明显。财报显示，公司2024年营收23.22亿元 ...

Core Viewpoint - The article discusses the recent stock performance of Chip Origin Co., Ltd. (芯原股份), highlighting a significant price fluctuation due to rumors of a collaboration with ByteDance on an AI chip, which was later denied by ByteDance [1][2]. Group 1: Company Overview - Chip Origin Co., Ltd. was established in 2001 and specializes in providing platform-based, comprehensive, and one-stop chip customization services and semiconductor IP licensing [1]. - The company operates in various application fields, including consumer electronics, automotive electronics, and computers [1]. - According to IPnest, Chip Origin ranks eighth globally in terms of IP licensing revenue for 2024 and second in terms of IP types [1]. Group 2: Financial Performance - The company's revenue for 2024 is projected to be 2.322 billion yuan, reflecting a year-on-year decline of 0.69% [2]. - The net profit attributable to shareholders is expected to be a loss of 601 million yuan, a significant drop of 102.68% year-on-year [2]. - In the first quarter of 2025, the company continued to face pressure, with revenue of 390 million yuan, a year-on-year increase of 22.49%, but still reporting a net loss of 220 million yuan, down 6.45% year-on-year [2].

Core Viewpoint - The rapid development of artificial intelligence (AI) technology is creating widespread opportunities in the market, with a focus on analyzing AI concept stocks and market trends [2]. Group 1: AI Chip Collaboration - ByteDance is reportedly collaborating with Chipone Technology to design an advanced AI computing chip, although ByteDance has denied any such partnership [4]. Group 2: Regulatory Perspective on AI - U.S. Federal Reserve Vice Chair Bowman emphasized the necessity for banks and regulators to embrace new technologies like AI and cryptocurrencies to avoid losing relevance in the economy [4]. Group 3: Market Performance - On August 19, U.S. stock indices closed mixed, with major tech stocks experiencing significant declines, particularly NVIDIA, which fell by 3.5%, marking its largest drop in nearly four months [4][5]. - The overall decline in large tech stocks led to a 1.69% drop in the Nasdaq-100 index, with NVIDIA losing over $155 billion in market value (approximately 1.1 trillion RMB) [5]. Group 4: Semiconductor Sector Outlook - Citigroup analysts suggest that semiconductor stocks have further upside potential, recommending buying on dips. The Philadelphia Semiconductor Index (SOX) initially fell by 5% but rebounded due to strong performance in the AI sector [9][10]. - Despite a 6% downward adjustment in overall earnings expectations, AI remains a bright spot, with companies like Meta, Microsoft, and Google expected to increase capital expenditures by $18 billion by 2025 [10]. - Key semiconductor stocks identified for continued growth include Microchip Technology, Texas Instruments, Broadcom, Micron, and NXP Semiconductors, with AI-related revenue contributions highlighted [9][10].

证券代码：688521 证券简称：芯原股份 公告编号：2025-044 芯原微电子（上海）股份有限公司 股票交易异常波动公告 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。 芯原微电子（上海）股份有限公司（以下简称"芯原"或"公司"）股票交 易连续三个交易日内（2025 年 8 月 18 日、8 月 19 日及 8 月 20 日）收盘价格涨 幅偏离值累计超过 30%，根据《上海证券交易所交易规则》《上海证券交易所科 创板股票异常交易实时监控细则》的有关规定，属于股票交易异常波动的情形。 二、公司关注并核实的相关情况 针对公司股票交易异常波动的情况，经公司自查并向公司第一大股东 VeriSilicon Limited 发函确认，现就有关情况说明如下： （一）日常经营情况 经公司自查，公司目前生产经营活动一切正常，未发生重大变化。市场环境 或行业政策未发生重大调整，内部生产经营秩序正常。 公司相关业绩情况详见 2025 年 8 月 2 日披露的《2025 年第二季度经营 情况的自愿性披露公告》（公告编号：2025-042）。 ...

芯原股份8月20日公告，公司股票交易连续三个交易日内收盘价格涨幅偏离值累计超过30%，属于股票 交易异常波动的情形｡ 经核实，公司目前生产经营活动一切正常，未发生重大变化。公司第一大股东 VeriSilicon Limited发函确认，截至公告披露日，公司及第一大股东不存在应披露而未披露的重大信息。 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。 ...

芯原股份股票交易异常波动公告，经公司自查，并向公司第一大股东VeriSilicon Limited发函确认：截至 本公告披露日，公司及第一大股东不存在应披露而未披露的重大信息，亦不存在不应披露而披露的重大 信息。 ...

来源：环球网 据了解，字节跳动今年计划在人工智能基础设施方面投入超过120亿美元，持续推进人工智能领域的技 术研发与应用落地。（纯钧） 【环球网科技综合报道】8月20日消息，针对近日市场上有关"字节跳动正与芯原股份联手设计一款先进 的AI算力芯片"的传言，字节跳动相关负责人明确向记者回应称，公司与芯原股份并无AI芯片相关合 作，对不实传言予以澄清。 ...

Group 1: Semiconductor Market Performance - On August 20, the semiconductor sector experienced a significant rally, with stocks such as Shengke Communication rising by 20%, Aiwei Electronics by 15.85%, and Chipone Technology by 15.52% [1][6] - The semiconductor sector has seen a cumulative increase of 14.19% in August [6] Group 2: AI Driving Semiconductor Growth - AI technology is driving a new growth cycle in the semiconductor industry, with applications in servers, smartphones, PCs, and automobiles leading to increased demand for semiconductor components [2][3] - The global AI server market is projected to grow to 30% from 2023 to 2033, with increased demand for high-performance GPUs, CPUs, and storage hardware [2] - AI smartphone shipments are expected to reach approximately 119 million units in 2024, growing to 606 million units by 2028, with a compound annual growth rate (CAGR) of about 38% [2] - AI PC shipments are forecasted to be around 48 million units in 2024, increasing to 204 million units by 2028, with a CAGR of 43.58% [2] Group 3: Automotive AI Sector - The global smart vehicle sales are expected to grow at a CAGR of about 11% from 2023 to 2030, with ADAS penetration increasing from 65.6% in 2023 to 96.7% by 2030 [3] - The demand for advanced driving chips, storage chips, and interaction hardware is expected to rise due to the high computational and storage requirements of automotive AI models [3] Group 4: Domestic Semiconductor Industry Developments - China's semiconductor industry is undergoing significant domestic substitution efforts, with a decrease in the import share of integrated circuits from 4.4% in 2019 to 2.4% in 2023 [4] - The domestic production rate of semiconductor equipment has reached 30% in certain areas, with breakthroughs in photolithography technology and EDA achieving domestic substitution [4] - Shanghai Microelectronics has delivered its first 7nm process-supporting immersion DUV lithography machine, achieving a domestic production rate of 70% [4] Group 5: Semiconductor Equipment and Materials - The semiconductor equipment and materials sector is identified as a key area for domestic substitution, with significant potential for growth driven by AI demand and technological advancements [5] - National Electric Power Investment Corporation has completed the delivery of its first batch of optimized hydrogen ion implantation performance chips, marking a milestone in domestic technology [5] - Guangfa Securities highlights the increasing penetration and demand for new technologies such as renewable energy, automotive electronics, and AI as important drivers for the semiconductor industry [5]

Group 1: Company Overview - Xinyuan Co., Ltd. is a leading semiconductor IP company that provides platform-based, comprehensive, and one-stop chip customization services and semiconductor IP licensing services [3] - The company's main business applications include consumer electronics, automotive electronics, computers, and peripherals [3] - According to IPnest, Xinyuan ranks eighth globally in terms of IP licensing revenue for 2024 and is second in terms of IP variety [3] Group 2: Stock Performance - On August 20, Xinyuan's stock price surged, reaching a "20cm" limit up during trading, but closed with a gain of 15.52% after the limit was quickly lifted [1] - The stock's closing price was 147.04, with a trading volume of 30.94 million shares and a turnover rate of 6.18% [2] - The stock's highest price during the day was 152.74, while the lowest was 121.00 [2] Group 3: Market News - There were rumors that ByteDance was collaborating with Xinyuan to design an advanced AI computing chip, but ByteDance denied any such cooperation [1]

Group 1 - The Shanghai Composite Index reached a new high, rising by 1.04% to close at 3766.21 points, with the STAR Market leading the gains, particularly the STAR 50 index which surged by 3.23% [1] - Chipmaker Chip Origin Co., Ltd. saw a significant increase of 15.52% in its stock price, hitting the daily limit before experiencing a sell-off at the close [1] - ByteDance denied rumors of a collaboration with Chip Origin Co., Ltd. regarding AI chips, clarifying that no such partnership exists [1] Group 2 - In the futures market, lithium carbonate, pure alkali, coking coal, and coke saw the largest declines, with lithium carbonate futures hitting the daily limit down [2] - A participant in the "National Futures Simulation Championship" achieved a remarkable return of 332.71% through trading lithium carbonate options, showcasing the potential for high returns in the futures market [2][7] - The competition aims to provide a platform for investors to learn trading strategies and improve their skills, with various rewards for participants [4][19] Group 3 - The "National Futures Simulation Championship" offers participants a virtual fund of 1 million yuan for trading, allowing them to practice without financial risk [18] - The competition features a dual reward system for weekly and monthly performance, with cash prizes available for participants achieving positive returns [20] - Participants can join a community for real-time discussions and learning opportunities, enhancing their trading knowledge and skills [19][21]