AI芯片迎来修复，科创综指ETF华夏（589000）盘 中溢价交易，泰凌微涨停 截至14:23，上证科创板综合指数上涨0.6%，成分股泰凌微涨停，艾罗能源上涨10.12%，禾信仪器 上涨8.81%，中科蓝讯上涨8.18%，福立旺上涨8.18%。科创综指ETF华夏(589000)上涨0.52%，最新价报 0.96元，盘中成交额已达1010.34万元，换手率1.24%。 规模方面，科创综指ETF华夏近1周规模增长4732.94万元，实现显著增长，新增规模位居可比基金 1/11。 份额方面，科创综指ETF华夏近1周份额增长8800万份，实现显著增长，新增份额位居可比基金 2/11。 天风证券指出，A股进入一季报预告期，关注AI算力相关产业链以及半导体细分行业复苏。存储方 面，NAND价格回涨速度快于此前预期，下游来看，字节、阿里加大数据中心建设投入，端侧AI百花齐 放带动各类存储需求高速增长，持续重点关注存储板块。晶圆代工方面，预计国产算力芯片受益于国产 替代的趋势需求增长有望好于全球平均。模拟功率方面，比亚迪汽车发布新车，功率模拟有望底部复苏 进入增长通道。 科创综指ETF华夏紧密跟踪上证科创板综合指数，上证科创 ...

截至2025年3月26日 10:47，上证科创板综合指数(000680)上涨0.38%，成分股泰凌微(688591)上涨16.77%，艾罗能源(688717)上涨8.53%，同益中(688722)上涨 7.40%，精进电动(688280)上涨7.30%，中科蓝讯(688332)上涨7.20%。科创综指ETF华夏(589000)上涨0.21%，最新价报0.96元，盘中成交额已达590.85万元。 AI算力芯片是"AI时代的引擎"，科创综指ETF华夏(589000)连续4天净流入， 泰凌微涨超16% 从资金净流入方面来看，科创综指ETF华夏近4天获得连续资金净流入，最高单日获得5483.21万元净流入，合计"吸金"8584.39万元，日均净流入达2146.10万 元。 回撤方面，截至2025年3月25日，科创综指ETF华夏成立以来最大回撤7.43%，相对基准回撤0.91%。 费率方面，科创综指ETF华夏管理费率为0.15%，托管费率为0.05%。 科创综指ETF华夏(589000)，场外联接(华夏上证科创板综合ETF联接A：023719；华夏上证科创板综合ETF联接C：023720)。 中原证券认为，AI算力芯片 ...

Financial Performance - The company expects Q1 2025 revenue to be approximately 230 million CNY, an increase of about 69 million CNY or 43% year-over-year[2] - The estimated net profit attributable to the parent company for Q1 2025 is around 35 million CNY, representing an increase of approximately 39.41 million CNY or 894% year-over-year, achieving a turnaround from loss to profit[2] - The net profit excluding non-recurring gains and losses is projected to be about 34 million CNY, up approximately 38.94 million CNY or 788% year-over-year, also achieving a turnaround from loss to profit[2] - The company anticipates a net profit of approximately 46 million CNY after excluding stock payment expenses and related tax impacts, which would be an increase of about 48.58 million CNY or 1883% year-over-year[2] - The estimated net profit margin for this period is around 15%, significantly higher than the 11.4% net profit margin for the entire year of 2024[2] - The company achieved its best-ever quarterly financial performance, with both sales and net profit reaching historical highs for Q1[6] Revenue Growth Drivers - The growth in revenue is attributed to increased digitalization and smart technology penetration in downstream industries, with significant sales increases in the IoT connection market and audio market[6] - New product lines, including Matter over Thread products and BLE 6.0 Channel Sounding chips, have begun mass shipments to leading global clients[7] - The company has launched new AI chips that are being adopted by major domestic industry clients, contributing to revenue growth[7] - The company maintains a high level of R&D investment while benefiting from economies of scale due to rapid sales growth, leading to a significant increase in net profit margin[6]

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company is a leading domestic low-power Bluetooth provider with a comprehensive technology layout and continuous new product releases. It holds a strong position in multiple sectors within its industry and is recognized as a representative in the global first tier [4][27] - The company has achieved significant advancements in the RISC-V field, successfully mass-producing its first RISC-V based wireless SoC chip in 2020, showcasing its strong potential in multi-core heterogeneous computing [29] - The company is expected to achieve revenues of 844 million yuan, 1.115 billion yuan, and 1.466 billion yuan from 2024 to 2026, with corresponding net profits of 97 million yuan, 171 million yuan, and 309 million yuan, reflecting a robust growth trajectory [5][4] Summary by Sections Company Overview - The company specializes in the design and sale of wireless IoT system-level chips, focusing on cutting-edge technology development in the low-power Bluetooth chip sector. It has become one of the most comprehensive companies in this niche globally [18] Market Potential - According to the Bluetooth Alliance, the shipment of Bluetooth devices is expected to reach 7.5 billion by 2028, with a compound annual growth rate (CAGR) of 8% over the next five years [15] Financial Performance - The company reported revenues of 609 million yuan in 2022, with a projected increase to 844 million yuan in 2024, reflecting a year-on-year growth of 32.7% [5] - The gross profit margin is expected to improve from 41.3% in 2022 to 49.1% by 2026, indicating enhanced profitability [5] Competitive Position - The company has established stable partnerships with leading brands in various sectors, including Xiaomi, Logitech, and Nvidia, which underscores its competitive advantage and product quality [21][30] - It ranks third globally in low-power Bluetooth chip shipments as of 2020, with a market share of 12% [22] Product Development - The company has launched a machine learning and AI development platform, TLEdgeAI-DK, which supports mainstream local AI models and is recognized as the world's lowest power consumption smart IoT connection protocol platform [28] - The company continues to innovate in the RISC-V architecture, with products like TL751X integrating high-performance cores, showcasing its commitment to advanced technology [29]

证券代码：688591 证券简称：泰凌微 公告编号：2025-009 泰凌微电子（上海）股份有限公司 关于持股 5%以上股东减持股份暨权益变动触及 本公司董事会、全体董事及相关股东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。 重要内容提示： 本次权益变动为泰凌微电子（上海）股份有限公司（以下简称"公司"）股 东国家集成电路产业投资基金股份有限公司(以下简称"国家大基金"或"信息披 露义务人")履行此前披露的减持股份计划所致，不触及要约收购。 本次权益变动不会导致公司控股股东、实际控制人发生变化，不会对公 司治理结构及未来持续经营产生重大影响。 本次权益变动后，国家大基金持有公司股份数量由 21,488,400 股减少至 19,088,400 股，持股比例由公司总股本的 8.95%变动至 7.95%，权益变动触及 1% 的整数倍。 2025 年 2 月 28 日，公司收到国家大基金出具的告知函，现将其本次权益变 动情况公告如下： 一、 本次权益变动基本情况 1%的提示性公告 | 信息披露义务 | 名称 | 国家集成电路产业投资基金股份有限公司 ...

证券代码：688591 证券简称：泰凌微 公告编号：2025-008 泰凌微电子（上海）股份有限公司 关于股份回购实施结果暨股份变动的公告 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、准确性和完整性承担法律责任。 | 回购方案首次披露日 | 2024/2/27，由实际控制人、董事长王维航提议 | | --- | --- | | 回购方案实施期限 | 本次回购用于员工持股计划或股权激励的股份期 | | | 限为自公司董事会审议通过回购方案之日起不超 | | | 过 12 个月；用于维护公司价值及股东权益并出售 | | | 的股份期限为自公司董事会审议通过本次回购方 | | | 案之日起不超过 3 个月 | | 预计回购金额 | 万元~15,000 万元 7,500 | | 回购价格上限 | 32.63 元/股 | | 回购用途 | □减少注册资本 | | | √用于员工持股计划或股权激励 | | | □用于转换公司可转债 | | | √为维护公司价值及股东权益 | | 实际回购股数 | 4,242,687 股 | | 实际回购股数占总股本比例 | 1.7 ...

证券时报网讯，泰凌微(688591)2月21日晚间发布2024年业绩快报，公司2024年度实现营业收入8.44亿 元，同比增长32.71%；归属于母公司所有者的净利润为9649.3万元，同比增长93.87%。 报告期内，公司推出多款新产品，扩大了市场份额，开拓了多个新的垂直市场，拓宽了营收渠道。 随着本年度物联网市场整体需求回暖，大客户出货增加，同时前期开拓的海外市场客户放量出货，促进 了收入增长。 ...

Financial Performance - Total revenue for 2024 reached RMB 84,414.82 million, a year-on-year increase of 32.71%[4] - Operating profit rose to RMB 9,331.36 million, reflecting a growth of 89.22% compared to the previous year[4] - Net profit attributable to shareholders was RMB 9,649.30 million, marking a 93.87% increase year-on-year[4] - The net profit excluding non-recurring gains and losses surged by 295.57% to RMB 9,061.04 million[4] - Basic earnings per share increased by 64.00% to RMB 0.41[4] - Gross profit margin improved by 4.78 percentage points, contributing to a gross profit increase of approximately RMB 131 million, or 47.29%[8] Research and Development - The company maintained a high level of R&D investment, with R&D expenses increasing by 27.04% compared to the same period in 2023[7] Market Expansion - The company actively expanded its market share by launching multiple new products and entering new vertical markets[6] - The company emphasized international business expansion, investing significantly in channel development and product promotion[8] Asset Growth - Total assets grew by 2.43% to RMB 248,905.09 million at the end of the reporting period[5]

关于泰凌微电子（上海）股份有限公司 为全资子公司提供担保的核查意见 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，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》《上海证券交易所科创板 上市公司自律监管指引第1号—规范运作》等有关规定，对泰凌微本次为全资子 公司宁波泰芯微电子有限公司（以下简称"泰芯微"）提供担保的事项进行了审 慎核查，具体情况如下： 一、担保情况概述 泰芯微拟向汉朔科技股份有限公司及其子公司浙江汉时贸易有限公司（以下 合称"汉朔"）销售芯片产品。为支持泰芯微的业务发展，提升公司整体效益， 公司拟为泰芯微与汉朔所签署销售合同下的履约义务提供连带责任保证，最高担 保额度为人民币6,000万元，保证期间为泰芯微对每个交易合同或订单义务履行 期限届满之日起3年。 国投证券股份有限公司 理。（依法须经批准的项目，经相关部门批准后方可开展经营活动）。 （二）信用状况：泰芯微不是失信被执行人。 （三）股权结构：公司持股100.00%，为公司全 ...

证券代码：688591 证券简称：泰凌微 公告编号：2025-006 泰凌微电子（上海）股份有限公司 关于为全资子公司提供担保的公告 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。 重要内容提示： 被担保人名称：宁波泰芯微电子有限公司（以下简称"宁波泰芯微"）， 系泰凌微电子（上海）股份有限公司（以下简称"公司"或"泰凌微"）的全资子 公司。 本次担保金额及已实际为其提供的担保余额：本次公司拟为宁波泰芯微 提供连带责任担保，最高担保额度为人民币 6,000 万元。截至本公告日，不包 含本次担保，公司实际为宁波泰芯微提供的担保余额为 0 元。公司无逾期对外 担保和涉及诉讼担保的情形。 一、担保情况概述 （一）担保基本情况 （二）就本次担保事项履行的内部决策程序 2025年2月20日，公司召开第二届董事会第十次会议，全体董事一致同意审 议通过《关于为全资子公司提供担保的议案》，本次担保无需提交公司股东会 审议。 二、被担保人基本情况 本次担保是否有反担保：否 本次担保无需提交股东会审议。 1、公司名称：宁波泰芯微电子有限公司 ...