Core Insights - Chipsea Technology (688595.SH) reported a revenue of 374 million yuan for the first half of 2024, marking a year-on-year increase of 6.80% [1][2] - The net profit attributable to shareholders was -38.83 million yuan, an improvement from -56.82 million yuan in the same period last year [1][2] - The company experienced a negative cash flow from operating activities of -24.19 million yuan, compared to -80.46 million yuan in the previous year [2] Financial Performance - Revenue for the first half of 2024: 374 million yuan, up 6.80% from 350 million yuan in the previous year [2] - Total profit for the period: -46.75 million yuan, an improvement from -62.99 million yuan year-on-year [2] - Net profit attributable to shareholders: -38.83 million yuan, improved from -56.82 million yuan [2] - Net profit excluding non-recurring gains and losses: -39.63 million yuan, improved from -60.84 million yuan [2] - Cash flow from operating activities: -24.19 million yuan, improved from -80.46 million yuan [2] Historical Performance - In 2022 and 2023, the net profit attributable to shareholders was 0.03 million yuan and -14.3 million yuan, respectively [3] - The net profit excluding non-recurring gains and losses for the same years was -4 million yuan and -15.7 million yuan [3] Capital Raising and Stock Issuance - Chipsea Technology raised a total of 571 million yuan through its initial public offering, with a net amount of 494 million yuan after expenses [3] - The company issued convertible bonds in 2022, raising 410 million yuan [4] - The total fundraising from both IPO and bond issuance amounted to 981 million yuan [4] Future Plans - The company is planning to issue H-shares and list on the Hong Kong Stock Exchange, with discussions ongoing with relevant intermediaries [5]

Core Viewpoint - The semiconductor market is experiencing a recovery, leading to performance improvements for companies like Chipsea Technology, which reported a revenue increase and a narrowing of net losses in its 2025 semi-annual report [1][2]. Group 1: Financial Performance - Chipsea Technology achieved a revenue of 374 million yuan, representing a year-on-year growth of 6.80%, with a quarter-on-quarter increase of 36.08% in Q2 [1]. - The company reported a net loss attributable to shareholders of 38.83 million yuan, which is an improvement compared to the previous year [1]. Group 2: Product Development and R&D - Chipsea Technology has diversified its product offerings and is transitioning from traditional consumer electronics to high-end markets such as automotive electronics and industrial control, resulting in significant achievements [2]. - The company invested 120.17 million yuan in R&D, accounting for 32.14% of total revenue, maintaining a R&D expense ratio above 30% for four consecutive years [2]. - As of June 30, the company has applied for 909 invention patents and received approval for 292, showcasing its commitment to innovation [2]. Group 3: Market Position and Supply Chain - Chipsea Technology has made significant breakthroughs in key areas, contributing to the domestic semiconductor industry's push for self-sufficiency and breaking international monopolies [4]. - The company has established a comprehensive chip matrix compatible with major platforms like Intel and AMD, enhancing its position in the global supply chain [5]. Group 4: AI and Ecosystem Integration - The company is developing a business model that integrates chips, algorithms, scenarios, and AI, focusing on cloud, edge, and terminal applications [6]. - Chipsea Technology has partnered with various ecosystems, including Huawei's HarmonyOS, to enhance its market presence and drive standardization efforts [6]. Group 5: Long-term Strategy and Growth Potential - The company is evolving from a chip supplier to a vertical industry intelligent foundation, leveraging its technological advantages and ecosystem development to strengthen its competitive barriers [7]. - By embracing the trends of semiconductor localization and AI technology innovation, Chipsea Technology is poised for sustainable high-quality growth [7].

2024年1至12月份，芯海科技的营业收入构成为：集成电路占比99.97%，其他业务占比0.03%。 芯海科技（SH 688595，收盘价：41.6元）8月19日晚间发布公告称，经董事会提名委员会资格审查，公 司董事会同意聘任王君宇先生担任公司副总经理。 （文章来源：每日经济新闻） ...

Group 1 - The core point of the article is that Chipsea Technology (SH 688595) announced the convening of its fourth board meeting on August 19, 2025, to review the 2025 semi-annual report and its summary [2] - For the year 2024, Chipsea Technology's revenue composition indicates that integrated circuits accounted for 99.97% of total revenue, while other businesses contributed only 0.03% [2]

Core Insights - The company reported a total revenue of 374 million yuan for the first half of 2025, representing a year-on-year growth of 6.80% [1] - The net profit attributable to shareholders was a loss of 38.83 million yuan, with a basic earnings per share of -0.27 yuan [1] Revenue Breakdown - The revenue growth was primarily driven by the launch of BMS series products, significant shipments of wearable PPG to key customers, and a rapid increase in sales of human-computer interaction products in mobile terminal clients [1] - Despite an increase in shipment volume, sales of low-end consumer electronics declined due to intensified market competition, which negatively impacted overall sales growth [1] - The company anticipates that the impact of low-end consumer electronics on overall sales will gradually diminish as sales from key customers and new products increase [1] Quarterly Performance - The second quarter showed a significant quarter-on-quarter growth of 36.08%, mainly attributed to traditional business, Harmony ecosystem products, and smart instruments [1]

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。 芯海科技（深圳）股份有限公司（以下简称"公司"或"芯海科技"）于 2025 年 8 月 19 日召开第四届董事会第九次会议，审议通过了《关于聘任副总经理的 议案》，现将具体情况公告如下： | 证券代码：688595 | 证券简称：芯海科技 | 公告编号：2025-044 | | --- | --- | --- | | 债券代码：118015 | 债券简称：芯海转债 | | 芯海科技（深圳）股份有限公司 关于聘任副总经理的公告 王君宇先生，1974 年出生，中国国籍，无境外永久居留权，本科学历。王 君宇先生于 2014 年 9 月至 2020 年 10 月创立深圳茵特里国际医疗服务有限公司， 担任董事长；2021 年 5 月至 2025 年 4 月就职于开沃新能源汽车集团（创维汽车）， 担任董事长助理、副总裁；创维汽车商学院联合创始人；现任芯海科技（深圳） 股份有限公司副总经理（代理联席 CEO）。 截至目前，王君宇先生未直接持有公司股份，与公司控股股东、实际控制人、 持股 5 ...

芯海科技（深圳）股份有限公司 2025 年度"提质增效重回报"行动方案 为深入贯彻中央经济工作会议和中央金融工作会议精神，积极响应中央政治局会议关于 活跃资本市场、提振投资者信心的号召，并落实国常会关于提升上市公司质量和投资价值、 稳定市场信心的指导，芯海科技（深圳）股份有限公司（以下简称"芯海科技"或"公司"） 于 2025 年 3 月 27 日召开第四届董事会第三次会议，审议并通过了《芯海科技（深圳）股份 有限公司 2025 年度"提质增效重回报"行动方案》，为公司 2025 年度提质增效重回报行 动制定出明确的工作方向。本方案旨在推动公司持续优化经营、规范治理，并积极回报投资 者。以实现质量和投资者回报的同步提升，为资本市场的稳定和经济的高质量发展贡献积极 力量。主要措施如下： 一、聚焦主业经营，优化发展布局 芯海科技是一家 ADC+MCU 双平台驱动的全信号链芯片设计企业。公司从客户需求出发， 提供芯片、算法、应用方案、AIoT 等一站式解决方案，助力智能终端、计算机、ICT（信息 通信）、汽车电子、工业、储能、机器人领域的应用创新，帮助客户为更多人提供美好生活。 主要产品包括高精度 ADC、高可靠性 ...

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。 一、募集资金基本情况 (一) 首次公开发行股票并上市募集资金情况 1、实际募集资金金额和资金到账时间 | 证券代码：688595 | 证券简称：芯海科技 | 公告编号：2025-043 | | --- | --- | --- | | 债券代码：118015 | 债券简称：芯海转债 | | 芯海科技（深圳）股份有限公司 关于公司2025年半年度募集资金存放与实际使用情况 专项报告的公告 经中国证券监督管理委员会证监许可〔2020〕1930号文同意，并经上海证券 交易所同意，本公司由主承销商中信证券股份有限公司采用询价方式，向社会公 众公开发行人民币普通股（A股）股票25,000,000股，发行价为每股人民币22.82 元，共计募集资金570,500,000.00元，坐扣承销费用50,805,096.22元后的募集资金 为519,694,903.78元，已由主承销商中信证券股份有限公司于2020年9月22日汇入 本公司募集资金监管账户。另减除上网发行费、招股说明书印刷费、申报会计 ...

监事会认为：（1）公司 2025 年半年度报告的编制和审议程序规范合法，符 合法律、法规、《公司章程》及监管机构的规定；（2）公司 2025 年半年度报告公 允反映了公司报告期内的财务状况和经营成果，所包含的信息从各个方面真实地 反映出公司报告期内的经营管理和财务状况等事项；公司 2025 年半年度报告所 披露的信息真实、准确、完整，不存在虚假记载、误导性陈述或重大遗漏；（3） 未发现参与公司 2025 年半年度报告编制和审议的人员有违反保密规定及损害公 司利益的行为。 回避表决情况：本议案不涉及关联事项，无须回避表决。 1 | 证券代码：688595 | 证券简称：芯海科技 | 公告编号：2025-046 | | --- | --- | --- | | 债券代码：118015 | 债券简称：芯海转债 | | 芯海科技（深圳）股份有限公司 第四届监事会第六次会议决议公告 本公司监事会及全体监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。 芯海科技（深圳）股份有限公司（以下简称"公司"）第四届监事会第六次 会议于 2025 年 8 月 19 日 ...

| | | 芯海科技（深圳）股份有限公司 第四届董事会第九次会议决议公告 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。 芯海科技（深圳）股份有限公司（以下简称"公司"或"芯海科技"）第四届董 事会第九次会议于 2025 年 8 月 19 日上午 11:00 以通讯表决的方式召开。本次会 议通知于 2025 年 8 月 16 日通过邮件及通讯方式通知全体董事。本次会议由董事 长卢国建先生召集并主持，会议应到董事 9 名，实到董事 9 名，会议的召集和召 开程序符合《中华人民共和国公司法》（以下简称"《公司法》"）等法律、法规、 部门规章以及《芯海科技（深圳）股份有限公司章程》（以下简称"《公司章程》"） 的有关规定，作出的决议合法、有效。会议以投票表决方式审议通过了以下议案： 一、审议通过《关于公司<2025 年半年度报告>及其摘要的议案》 经审核，董事会认为公司 2025 年半年度报告的编制和审议程序符合相关法 律法规及《公司章程》等内部规章制度的规定；公司 2025 年半年度报告的内容 与格式符合相关规定，公允地反映了 ...