Core Viewpoint - The company plans to acquire 100% equity of Shanghai Panqi Microelectronics Co., Ltd. through a combination of share issuance and cash payment, while also raising supporting funds [1] Group 1 - The valuation and price of the transaction target have not been determined yet [1] - The transaction is expected not to constitute a related party transaction, major asset restructuring, or restructuring listing [1] - The company's stock will be suspended from trading starting August 25, 2025, and will resume trading on August 30, 2025 [1] Group 2 - As of the announcement date, due diligence, auditing, and evaluation work are ongoing [1] - The transaction is subject to multiple reviews, approvals, and registrations, indicating uncertainty [1]

Group 1 - The core viewpoint of the news is that 泰凌微 (TaiLing Micro) has shown significant growth in revenue and net profit, indicating a strong performance in the wireless IoT chip sector [2][3] - As of January 16, 泰凌微's stock price decreased by 2.02% to 48.94 CNY per share, with a total market capitalization of 11.782 billion CNY [1] - The company has a primary business revenue composition of 87.62% from IoT products, 12.15% from audio products, and 0.23% from other sources [1] Group 2 - For the period from January to September 2025, 泰凌微 achieved an operating income of 766 million CNY, representing a year-on-year growth of 30.49% [2] - The net profit attributable to the parent company for the same period was 140 million CNY, reflecting a substantial increase of 117.35% year-on-year [2] - The number of shareholders increased by 19.07% to 21,600, while the average circulating shares per person decreased by 14.80% to 7,815 shares [2] Group 3 - Since its A-share listing, 泰凌微 has distributed a total of 65.8735 million CNY in dividends [3] - Among the top ten circulating shareholders, 金鹰科技创新股票A (Golden Eagle Technology Innovation Stock A) reduced its holdings by 38.31% to 2.8383 million shares [3] - 新进股东 (new shareholders) include 香港中央结算有限公司 (Hong Kong Central Clearing Limited), holding 2.4413 million shares [3]

Investment Rating - The industry investment rating is "Outperform the Market" [1][24]. Core Insights - The report highlights the significant breakthroughs in lightweight smart glasses and the emergence of "embodied intelligence" in robotic vacuum cleaners, showcasing the deep integration of AI with hardware at CES 2026 [2][4][5]. - AI is driving the upgrade of IoT across all scenarios, with strong support from chip manufacturers like Rockchip, Amlogic, and Tailing Micro, which are showcasing their capabilities in various fields [15][18]. - The report emphasizes the importance of AI in transforming smart hardware, suggesting that the integration of AI technology will enhance user experience and drive hardware upgrades [22]. Summary by Sections Smart Glasses and Robotic Vacuum Cleaners - The CES 2026 showcased lightweight smart glasses, with products like MoJie weighing only 25g and XGIMI at 28.9g, marking a significant reduction in weight through innovative optical technology and materials [6][10]. - The report notes that the application of smart glasses is expanding into various verticals such as professional translation, entertainment, outdoor sports, health maintenance, education, and industrial inspection, enhancing their competitive edge [8][9]. AI-Driven IoT and Chip Support - Rockchip presented a range of AI-driven IoT solutions, including consumer electronics and robotics, emphasizing the shift from passive to active service in hardware [15][18]. - Amlogic's focus on local computing and privacy-first solutions aims to enhance the performance of smart devices, with new chips like S905X5 and A311D2 set to launch in early 2026 [19][20]. - Tailing Micro's TL322X chip is designed to support high-end wireless gaming peripherals, showcasing advancements in wireless technology and low latency [21]. Investment Opportunities - The report suggests that investors should pay attention to the upgrade opportunities in smart hardware driven by AI, particularly in main control chips and semiconductor materials, as the demand for intelligent products continues to grow [22].

Group 1 - The core viewpoint of the article indicates that the price increase of storage chips will have a certain impact on the demand for consumer electronics [1] - The company stated that the pricing of its products will be determined by a comprehensive consideration of various factors, including market supply and demand [1]

Group 1 - The core point of the article is that TaiLing Micro has confirmed its chips are used in Google remote controls and charging cases for mobile headphones [2] Group 2 - The company engaged with investors on an interactive platform, indicating transparency and communication regarding its product applications [2]

国投证券股份有限公司 关于泰凌微电子（上海）股份有限公司 2025 年度持续督导现场检查报告 国投证券股份有限公司（以下简称"国投证券"或"保荐机构"）作为泰凌 微电子（上海）股份有限公司（以下简称"泰凌微"或"公司"）首次公开发行 股票并在科创板上市的保荐机构及持续督导机构，根据《证券发行上市保荐业务 管理办法》《上海证券交易所上市公司自律监管指引第 11 号——持续督导》《上 海证券交易所科创板股票上市规则》等有关法律法规的要求，于 2026 年 1 月 8 日-9 日对公司进行了现场检查，现就现场检查有关情况报告如下： 一、本次现场检查的基本情况 国投证券针对泰凌微实际情况制订了 2025 年度现场检查工作计划。为顺利 实施本次现场工作，提高现场工作效率，切实履行持续督导工作，保荐机构将现 场检查事宜通知泰凌微，并要求公司提前准备现场检查工作所需的相关文件和资 料。2026 年 1 月 8 日-9 日，现场检查人员根据事先制订的现场检查工作计划， 采取与公司高级管理人员及有关人员进行沟通和询问、查看公司经营场所、查阅 原始凭证及其他相关资料等形式，对包括公司治理和内部控制情况、三会运作情 况、信息披露情 ...

每经AI快讯，有投资者在投资者互动平台提问：请问近两年是否出口欧盟国家？ 泰凌微（688591.SH）1月12日在投资者互动平台表示，公司目前有欧盟等国家的客户。 （文章来源：每日经济新闻） ...

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：谷歌国内审厂泰凌微有没有被确定为供应商？ 泰凌微（688591.SH）1月12日在投资者互动平台表示，公司目前客户有谷歌、亚马逊及GE等国外头部 大厂。 ...

格隆汇1月12日丨泰凌微(688591.SH)在投资者互动平台表示，公司目前有欧盟等国家的客户。 ...

Group 1 - The core point of the article is that TaiLing Microelectronics (688591.SH) has confirmed that its chips are being used in products such as Google remote controls and charging cases for mobile headphones [1] Group 2 - The company is actively engaging with investors through its interactive platform, indicating a focus on transparency and communication [1] - The mention of partnerships with major tech companies like Google highlights the company's potential for growth and market relevance in the semiconductor industry [1]