泰凌微公告，预计2025年前三季度实现营业收入约为7.66亿元，同比增长30%左右；归属于母公司所有 者的净利润约为1.4亿元，同比增长118%。公司前三季度净利率预计约为18.3%，相比2024年同期净利 率10.94%有显著提升。业绩增长主要得益于端侧AI产品和海外客户的持续投入，以及新产品超预期出 货。 ...

格隆汇10月15日｜泰凌微公告，预计2025年前三季度实现营业收入约为7.66亿元，同比增长30%左右； 归属于母公司所有者的净利润约为1.4亿元，同比增长118%。公司前三季度净利率预计约为18.3%，相 比2024年同期净利率10.94%有显著提升。业绩增长主要得益于端侧AI产品和海外客户的持续投入，以 及新产品超预期出货。 ...

智通财经APP讯，泰凌微(688591.SH)发布前三季度业绩预增公告，报告期内，受公司前期在端侧AI产 品和海外客户布局的持续投入，以及新产品超预期出货的综合影响，各产品线收入均有显著增加，其中 多模和音频产品线增幅明显。公司海外业务继续快速扩张，境外收入持续增长。前三季度，营业收入约 为7.66亿元，收入同比增幅约30%;实现归属于母公司所有者的净利润约为1.4亿元，净利润的增速为 118%;净利率预计为18.3%，较2024年同期10.94%和2024年全年11.54%，均有显著提高。 ...

10月15日，泰凌微跌5.25%，截至发稿，报53.41元/股，成交4.03亿元，换手率4.38%，总市值128.58亿 元。 资料显示，泰凌微电子(上海)股份有限公司位于中国(上海)自由贸易试验区盛夏路61弄1号电梯楼层10 层、11层(实际楼层9层、10层)，成立日期2010年6月30日，上市日期2023年8月25日，公司主营业务涉 及无线物联网系统级芯片的研发、设计及销售,专注于无线物联网芯片领域的前沿技术开发与突破。主 营业务收入构成为：IOT产品87.62%，音频产品12.15%，其他0.23%。 数据显示，东财基金旗下1只基金重仓泰凌微。东财慧心优选混合发起式A（019113）二季度持有股数 1.15万股，占基金净值比例为6.04%，位居第六大重仓股。根据测算，今日浮亏损失约3.4万元。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 东财慧心优选混合发起式A（019113）成立日期2023年10月31日，最新规模888.71万。今年以来收益 12.61%，同 ...

Group 1 - The core point of the news is that TaiLing Microelectronics has experienced a slight decline in stock price, with a current trading price of 55.75 yuan per share and a total market capitalization of 13.421 billion yuan [1] - TaiLing Microelectronics specializes in the research, design, and sales of wireless IoT system-level chips, with its main business revenue composition being 87.62% from IoT products, 12.15% from audio products, and 0.23% from other sources [1] - The company was established on June 30, 2010, and went public on August 25, 2023, indicating its recent entry into the stock market [1] Group 2 - North Xin Rui Feng Fund holds a significant position in TaiLing Microelectronics, with its Advantage Industry Stock Fund (013242) maintaining 21,600 shares, representing 2.1% of the fund's net value, ranking as the eighth largest holding [2] - The fund has seen a year-to-date return of 76.25%, ranking 118 out of 4,220 in its category, and a one-year return of 89.1%, ranking 63 out of 3,857 [2] - The fund manager, Cheng Min, has been in position for over 7 years, achieving a best fund return of 114.51% during his tenure [3]

Core Viewpoint - TaiLing Micro (688591.SH) is planning to issue overseas shares (H-shares) and list on the Hong Kong Stock Exchange to enhance its global development strategy and brand influence while optimizing its capital structure and expanding financing channels [1][2]. Group 1: Company Strategy - The purpose of the Hong Kong listing is to deepen the company's global development strategy and overseas business layout, enhance brand influence and core competitiveness, and consolidate its leading position in the industry [1][2]. - The company aims to leverage international capital market resources and mechanisms to improve its overall strength [1][2]. Group 2: Financial Performance - In the first half of 2025, TaiLing Micro achieved operating revenue of 503 million yuan, a year-on-year increase of 37.72%, and a net profit of 101 million yuan, up 274.58% [1][2]. - The overseas market contributed 358 million yuan in revenue in 2024, representing a year-on-year growth of 43.23%, accounting for 42.42% of the company's total revenue during that period [2]. Group 3: M&A Activity - TaiLing Micro is advancing a restructuring plan to acquire 100% of Panqi Micro through a combination of share issuance and cash payment, along with raising supporting funds [4][5]. - The acquisition is expected to enhance the company's capabilities in low-power wireless IoT solutions and improve its competitive edge in the market [5][6]. Group 4: Technology and Innovation - Panqi Micro has been operating at a loss, with net losses of 40.39 million yuan, 31.50 million yuan, and 2.13 million yuan from 2023 to the first half of 2025 [6]. - The restructuring is anticipated to integrate Panqi Micro's advanced technologies into TaiLing Micro's product offerings, thereby enhancing its core competitiveness in the low-power Bluetooth sector [5][6].

Core Viewpoint - As of October 10, a total of 68 stocks in the Shanghai and Shenzhen markets have experienced net financing inflows for five consecutive days or more, indicating strong investor interest in these stocks [1] Group 1: Stocks with Continuous Net Inflows - The stock with the longest consecutive net inflow is Jinggong Technology, which has seen net buying for 12 consecutive trading days [1] - Other notable stocks with significant consecutive net inflows include Zhongjin Gold, Zhend Medical, Tailin Micro, Kelun Electronics, Tongfang Co., XJ Electric, Xingye Silver, and Zhidi Technology [1]

Market Performance - A-shares showed mixed performance in the first two trading days after the National Day holiday, with the Shanghai Composite Index closing at 3897.03 points, up 0.37%, while the Shenzhen Component Index and the ChiNext Index fell by 1.26% and 3.86% respectively [2][3] - Over 54% of stocks rose during the week, with 47 stocks gaining over 15% and 14 stocks dropping more than 15% [2] International Market Trends - Major U.S. stock indices experienced significant declines on October 10, with the Dow Jones down 878.82 points (1.90%), the S&P 500 down 182.60 points (2.71%), and the Nasdaq down 820.20 points (3.56%) [3][5] - European stock indices also fell, with the FTSE 100 down 81.93 points (0.86%), the CAC 40 down 123.36 points (1.53%), and the DAX down 369.79 points (1.50%) [4] Commodity Prices - International oil prices saw a notable decline, with WTI crude oil falling by $2.61 to $58.90 per barrel (down 4.24%) and Brent crude down $2.49 to $62.73 per barrel (down 3.82%) [4] Regulatory Developments - The Chinese Ministry of Commerce responded to the U.S. announcement of a 100% tariff on certain Chinese exports, emphasizing that China's export control measures are a normal legal action to safeguard national security [6] - The Chinese government criticized the U.S. for its discriminatory practices and excessive use of export controls, which it claims harm legitimate business interests and disrupt international trade [6] Industry Insights - The Shanghai government announced measures to accelerate the development of industries such as silicon photonics, 6G, fourth-generation semiconductors, and brain-like intelligence [9] - The Ministry of Housing and Urban-Rural Development reported that the approved loan amount for white list projects has exceeded 7 trillion yuan, supporting the construction and delivery of commercial housing projects [10] Trust Industry Updates - Trust companies have been instructed to investigate their reverse repurchase leverage ratios and ensure compliance with regulatory limits [11] Service-Oriented Manufacturing - A new implementation plan aims to enhance the role of service-oriented manufacturing in high-quality development by 2028, focusing on key tasks such as technology innovation and standard system construction [12][13] Market Outlook - Analysts predict that the market will continue its upward trend, supported by stable inflows of capital and expected earnings growth in the third quarter [18]

Core Viewpoint - The company is planning to issue overseas shares (H-shares) and list on the Hong Kong Stock Exchange to enhance its global development strategy, brand influence, and core competitiveness [1]. Group 1: H-share Listing Plans - The company aims to optimize its capital structure and broaden financing channels through the H-share listing [1]. - Discussions with relevant intermediaries regarding the specific progress of the H-share listing are ongoing, and details have yet to be finalized [1]. - The H-share listing will not result in a change of the company's actual controller [1]. Group 2: Regulatory Compliance - The H-share listing is subject to approval from the company's board and shareholders, as well as regulatory bodies including the China Securities Regulatory Commission and the Hong Kong Stock Exchange [1]. - The company will fulfill its information disclosure obligations in accordance with relevant laws and regulations based on the progress of the H-share listing [2].

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688591 证券简称：泰凌微 公告编号：2025-044 泰凌微电子（上海）股份有限公司 关于筹划公司在香港联合交易所有限公司上市的 泰凌微电子（上海）股份有限公司（以下简称"公司"）为深入推进公司全球化发展战略及海外业务布局 需要，提升品牌影响力与核心竞争力，巩固行业领先地位，充分借助国际资本市场的资源与机制优势， 优化资本结构，拓宽多元融资渠道，全面提升公司综合实力，正在筹划发行境外股份（H股）并在香港 联合交易所有限公司（以下简称"香港联交所"）上市事宜（以下简称"本次H股上市"）。公司正与相关 中介机构就本次H股上市的具体推进工作进行商讨，相关细节尚未确定，本次H股上市不会导致公司实 际控制人发生变化。 根据《中华人民共和国公司法》《中华人民共和国证券法》《上海证券交易所科创板股票上市规则》 《境内企业境外发行证券和上市管理试行办法》《香港联合交易所有限公司证券上市规则》等相关规 定，待确定具体方案后，本次H股上市工作尚需提交公司董事会和股东会审议，并经中国证券监督管理 委员会、香港联交所和香港证券及期货事务监察委员会等监管机构的批准、 核 ...