VeriSilicon(688521)
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数据显示,9月10日,芯原股份、澳洋健康、向日葵等7只个股停牌
Xin Lang Cai Jing· 2025-09-10 01:57
数据显示,9月10日, 芯原股份 、 澳洋健康 、 向日葵 等7只个股停牌。 ...
恒生前海基金调整旗下持有芯原股份相关基金估值
Zhong Guo Jing Ji Wang· 2025-09-08 08:01
(责任编辑:康博) 中国经济网北京9月8日讯 近日,恒生前海基金管理有限公司发布关于旗下基金调整长期停牌股票 估值方法的提示性公告。 公告称,经恒生前海基金管理有限公司与基金托管人协商一致,自2025年9月4日起,对该公司旗下 基金所持有的"芯原股份"(证券代码:688521)采用"指数收益法"进行估值。 待上述股票复牌且其交易体现了活跃市场交易特征后,将恢复采用按市场价格进行估值,届时将不 再另行公告。 ...
芯原股份-创始人董事长会议;AI ASIC交钥匙解决方案依托人工智能;买入
2025-09-07 16:19
Summary of VeriSilicon Conference Call Company Overview - **Company**: VeriSilicon (688521.SS) - **Industry**: Semiconductor, specifically focusing on AI ASIC solutions and semiconductor IP products Key Points Order Momentum and Growth - Strong order momentum is evident, with orders on hand reaching **Rmb3 billion**, reflecting a **33% YoY** and **23% QoQ** increase, driven by AI ASIC design services and production management orders [4] - Over **80%** of these orders are expected to convert to revenue within one year, supporting sequential growth [4] - The company has **100+ design projects** on hand, indicating growing demand from AI computing projects [4] AI ASIC Projects - Management is optimistic about the growth of AI/ASIC solutions, particularly for cloud and edge devices, including AI/AR glasses, AI smartphones, AI Pads, and AI toys [4] - The trend towards localization of AI chips is expected to benefit the company [4] - Private placement funding is being utilized to accelerate new product development in ASIC IP and GPU IP [4] Semiconductor IP Coverage - VeriSilicon has a comprehensive semiconductor IP coverage, including GPU IP, NPU IP, VPU IP, DSP IP, Display IP, and over **1,600** analog/mixed signal IP and RF IP [4] - In-house IP products are designed to optimize chip size, bandwidth, and performance, saving clients time and costs [4] Financial Projections - The 12-month price target for VeriSilicon is set at **Rmb193**, representing a **26.1% upside** from the current price of **Rmb153** [7] - Revenue projections for the next few years are as follows: - **2024**: Rmb2,321.9 million - **2025E**: Rmb3,025.6 million - **2026E**: Rmb4,951.9 million - **2027E**: Rmb6,526.3 million [7] Risks - Potential risks include: 1. Slower-than-expected technology development [6] 2. Higher-than-expected costs for talent acquisition and retention [6] 3. Weaker-than-expected customer spending on IP and new chipset projects [6] Conclusion - Overall, management remains positive about the rising demand for AI solutions and the company's ability to capitalize on this trend through its AI ASIC turnkey solutions and extensive semiconductor IP offerings [4]
国寿安保基金调整旗下持有芯原股份相关基金估值
Zhong Guo Jing Ji Wang· 2025-09-05 08:04
中国经济网北京9月5日讯今日,国寿安保基金管理有限公司发布关于旗下基金持有的长期停牌股票调整 估值方法的公告。 公告称,经与基金托管人协商一致,国寿安保基金管理有限公司决定自2025年9月4日起对公司旗下基金 所持有的"芯原股份"(股票代码:688521)采用"指数收益法"进行估值,股票所属行业指数以中国证券投 资基金业协会AMAC行业指数作为计算依据。 待上述股票复牌且其交易体现了活跃市场交易特征后,恢复按市场价格进行估值,届时不再另行公告。 敬请投资者予以关注。 ...
红土创新基金调整旗下持有芯原股份相关基金估值
Zhong Guo Jing Ji Wang· 2025-09-05 08:04
Core Viewpoint - Hongtu Innovation Fund Management Co., Ltd. announced an adjustment to the valuation method for long-term suspended stocks, indicating a shift in how these assets will be valued moving forward [1] Group 1: Valuation Policy - The company stated that if the potential valuation adjustment of a suspended stock affects the net asset value of the fund by more than 0.25% from the previous valuation date, the fair value of the stock should be determined using the relevant industry valuation index [1] - The adjustment will apply to the company's public funds holding "Chip Origin Co., Ltd." (stock code: 688521), which will be valued using the index income method starting from September 4, 2025 [1]
弘毅远方基金调整旗下持有芯原股份相关基金估值
Zhong Guo Jing Ji Wang· 2025-09-05 08:04
中国经济网北京9月5日讯今日,弘毅远方基金管理有限公司发布关于调整长期停牌股票估值方法的公 告。 公告称,弘毅远方基金管理有限公司与基金托管人协商一致,决定对该公司旗下基金(ETF基金除外)持 有的"芯原股份"(证券代码:688521)股票进行估值调整,自2025年9月4日起按指数收益法进行估值。待 该股票的交易体现出活跃市场交易特征后,将恢复为采用当日收盘价格进行估值,届时将不再另行公 告。 ...
芯原微电子(上海)股份有限公司 关于筹划发行股份及支付现金购买资产事项的停牌进展公告
Zhong Guo Zheng Quan Bao - Zhong Zheng Wang· 2025-09-05 04:59
Core Viewpoint - The company is planning to acquire equity in Chipwise Semiconductor Technology (Shanghai) Co., Ltd. through a combination of issuing shares and cash payment, while also raising supporting funds for this transaction [1][2]. Group 1: Transaction Details - The transaction is currently in the planning stage and carries uncertainties, prompting the company to apply for a trading suspension of its stock to prevent abnormal price fluctuations [1]. - The company's stock (abbreviated as "芯原股份" with the stock code 688521) was suspended from trading starting August 29, 2025, for a period not exceeding 10 trading days [1]. - As of the announcement date, the company and relevant parties are actively advancing the transaction, with the stock continuing to be suspended from September 5, 2025, for an additional period not exceeding 5 trading days [2]. Group 2: Compliance and Disclosure - The company will fulfill its information disclosure obligations in a timely manner based on the progress of the transaction and will strictly adhere to legal regulations and necessary review procedures [2]. - All information regarding the transaction will be disclosed through designated media, and investors are advised to pay attention to subsequent announcements [2].
华西基金管理有限责任公司关于旗下基金所持“芯原股份”估值方法调整的公告
Shang Hai Zheng Quan Bao· 2025-09-04 18:49
Core Viewpoint - Huaxi Fund Management Co., Ltd. will adopt the "index income method" for valuing suspended stocks, specifically Chip Origin Technology Co., Ltd. (stock code: 688521), starting from September 3, 2025 [1] Group 1 - The valuation method change is in accordance with the guidelines set by the China Securities Regulatory Commission [1] - The company will consult with the fund custodian and consider various influencing factors before reverting to the closing price valuation method once the stock resumes trading and shows active market characteristics [1] - Investors can contact the company through its customer service hotline or visit its official website for more information [1]
上海国泰海通资产管理有限公司关于旗下基金持有停牌股票估值调整的公告
Shang Hai Zheng Quan Bao· 2025-09-04 18:40
Group 1 - The China Securities Regulatory Commission has issued guidelines regarding the valuation of securities investment funds, specifically referencing the "Index Income Method" for valuation [1] - Starting from September 3, 2025, Shanghai Guotai Junan Securities Asset Management Co., Ltd. will apply the "Index Income Method" for the valuation of its securities investment funds holding "Chip Original Co., Ltd." (stock code: 688521) [1] - The valuation method will revert to using the closing price on the day of trading once the stock resumes trading and demonstrates active market trading characteristics, with no further announcements required [1]
芯原股份: 关于筹划发行股份及支付现金购买资产事项的停牌进展公告
Zheng Quan Zhi Xing· 2025-09-04 16:06
Core Viewpoint - The company is planning to issue shares and pay cash to acquire equity in Chipwise Semiconductor Technology (Shanghai) Co., Ltd, while also raising supporting funds for this transaction [1][2]. Group 1 - The company has applied for a trading suspension of its stock (stock abbreviation: Chip Original, stock code: 688521) starting from August 29, 2025, for a period not exceeding 10 trading days due to the ongoing planning of the transaction [1]. - As of the announcement date, the company and relevant parties are actively advancing the transaction, but uncertainties remain, leading to a continued suspension of trading from September 5, 2025, for a period not exceeding 5 trading days [2]. - The company will fulfill its information disclosure obligations in a timely manner based on the progress of the transaction and will strictly adhere to legal and regulatory requirements [2].