格隆汇1月30日丨芯海科技(688595.SH)公布，经财务部门初步测算，预计公司2025年年度实现营业收入 84,800万元左右,同比去年增长21%左右。预计2025年年度实现归属于母公司所有者的净利润-10,600万元 左右，同口径对比较去年减亏6,700万元左右。预计2025年年度实现归属于母公司所有者的扣除非经常 性损益后的净利润为-11,600万元左右，同口径对比较去年减亏6,600万元左右。 报告期内，实现营业收入84,800万元左右,同比去年增长21%左右，营收增长主要为：一是前期战略投入 新产品如系列化BMS芯片、智能穿戴PPG芯片及USBHUB芯片进入快速上量阶段，贡献显著收入增 长；二是传统优势业务包括智能仪表、人机交互及低端消费类芯片需求回稳，出货保持稳定，共同推动 了全年营收增长。 ...

| 证券代码：688595 | 证券简称：芯海科技 | 公告编号：2026-004 | | --- | --- | --- | | 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2025年度计提资产减值准备的公告 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。 （二）资产减值损失 结合芯海科技（深圳）股份有限公司（以下简称"公司"）的实际经营情况及 行业市场变化等因素的影响，根据《企业会计准则》以及公司会计政策、会计估 计的相关规定，为了真实、准确地反映公司截至 2025 年 12 月 31 日的财务状况， 本着谨慎性原则，公司对截至 2025 年 12 月 31 日公司及下属子公司的资产进行 了减值测试，对可能发生资产减值损失的相关资产计提减值准备。2025 年度确 认的资产减值损失和信用减值损失总额为 2,286.04 万元。具体情况如下表所示： 单位：万元（人民币） | 序号 | 项目 | 本期发生额 | | 备注 | | --- | --- | --- | --- | - ...

芯海科技（深圳）股份有限公司 2025年年度业绩预告 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。 一、本期业绩预告情况 （一）业绩预告期间 | | | 1 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 （1）经财务部门初步测算，预计芯海科技（深圳）股份有限公司（以下简 称"公司"），2025 年年度实现营业收入 84,800 万元左右,同比去年增长 21%左右。 （2）预计 2025 年年度实现归属于母公司所有者的净利润-10,600 万元左右， 同口径对比较去年减亏 6,700 万元左右。 （3）预计 2025 年年度实现归属于母公司所有者的扣除非经常性损益后的净 利润为-11,600 万元左右，同口径对比较去年减亏 6,600 万元左右。 （三）本次业绩预告未经注册会计师审计。 二、上年同期业绩情况 2024 年年度，公司营业收入为人民币 70,230.61 万元；归属于母公司所有者 的净利润为人民币-17,287.36 万元；归属于母公司所有者的扣除非经常性损益后 的净利 ...

芯海科技公告，预计2025年年度实现归属于母公司所有者的净利润亏损1.06亿元左右，同口径对比较去 年减亏6700万元左右。报告期内，实现营业收入8.48亿元左右,同比去年增长21%左右，营收增长主要 为：一是前期战略投入新产品如系列化BMS芯片、智能穿戴PPG芯片及USB HUB芯片进入快速上量阶 段，贡献显著收入增长；二是传统优势业务包括智能仪表、人机交互及低端消费类芯片需求回稳，出货 保持稳定，共同推动了全年营收增长。 ...

证券日报网讯 1月29日，芯海科技在互动平台回答投资者提问时表示，公司经营中综合考量市场需求、 原材料成本周期、在手订单与库存等因素，通过产能合作等举措降本增效，同时结合市场动态制定并调 整价格策略，精准响应下游客户需求，切实维护公司与全体股东的合法利益。面对当前市场情况可能导 致的下游客户需求发生变化的风险，公司采取不断拓展产品应用领域及客户的策略来做积极地应对，尽 量避免或减轻受单一客户或少数客户影响过大的经营风险。 ...

证券日报网讯1月29日，芯海科技在互动平台回答投资者提问时表示，公司EC产品目前已经完成和国内 主流笔记本厂家的适配工作。公司将持续紧抓"国产替代"的发展机遇，积极做好各项工作，基于对细分 市场及应用场景的深刻理解，以更创新的产品及优质服务来满足用户需求，在战略主航道内逐步实现国 产替代。 ...

Core Viewpoint - The company is positioned to capitalize on the domestic substitution opportunity in the CPU market, particularly as global supply constraints affect major players like Intel and AMD [1] Group 1: Market Dynamics - Intel and AMD are experiencing production shortages, which may lead to prioritizing server CPU supply over PC CPUs, resulting in a tight supply for PC CPUs [1] - The entire CPU industry chain is expected to see price increases, similar to the logic behind rising storage prices [1] Group 2: Domestic Substitution Strategy - The company has completed compatibility work with major domestic laptop manufacturers for its EC products [1] - The company aims to leverage the "domestic substitution" trend by understanding niche markets and application scenarios, providing innovative products and quality services to meet user demands [1] - The company is the only EC chip manufacturer in mainland China and is focusing on adapting its products to work with domestic CPU manufacturers like Haiguang and Youxin [1]

Group 1 - The core viewpoint of the news highlights the significant performance of the stock market, particularly the surge in shares of Chipsea Technology, which reached a limit-up price of 44.46 yuan, with a trading volume of 1.86 billion yuan and a turnover rate of 3.08% [2] - Among the stocks listed on the Sci-Tech Innovation Board, 408 stocks were reported to be rising, with 13 stocks experiencing an increase of over 5%. Notable gainers included Chipsea Technology, Shengke Nano, and Lanke Technology, which rose by 20.00%, 12.95%, and 12.41% respectively [2] - Conversely, 181 stocks were reported to be declining, with significant drops observed in Luwei Optoelectronics, Aiwei Electronics, and Jingchen Co., which fell by 3.66%, 3.55%, and 3.48% respectively [2] Group 2 - In terms of capital flow, Chipsea Technology experienced a net outflow of 374,500 yuan in the previous trading day, with a total net outflow of 13.48 million yuan over the past five days [3] - The latest margin trading data as of January 21 indicated that the total margin balance for Chipsea Technology was 181 million yuan, with a financing balance of 181 million yuan, reflecting an increase of 946,100 yuan, or 0.53% from the previous trading day [3] - The short selling balance was reported at 14,800 yuan, which increased by 420 yuan, or 2.92% from the previous trading day. Over the past ten days, the total margin balance decreased by 10.74 million yuan, representing a decline of 5.61%, with financing balance down by 5.48% and short selling balance down by 94.59% [3]

Core Viewpoint - The company recognizes the significant opportunities presented by the robotics industry and is actively exploring collaborations in this field [1] Group 1: Company Strategy - The company emphasizes the importance of high-precision sensing and intelligent energy management in robotics, aligning with its "analog + MCU" technology platform [1] - The company has initiated active exploration and collaboration with relevant clients on key applications such as robotic electronic skin and six-dimensional force sensors [1] Group 2: Product Development - The company's products, including sensor signal conditioning, BMS, and ADC, are positioned for use in signal acquisition and energy management for robots, preparing for future market entry [1]

Core Viewpoint - The company has fully prepared for the new national standards for mobile power supplies, offering four comprehensive standard solutions that integrate self-developed high-precision BMS chips, PD fast charging protocol chips, and supporting APP software [1] Group 1: Company Preparedness - The company has launched four standard solutions ranging from minimal upgrades to high-end intelligent options [1] - These solutions are designed to help customers quickly meet the mandatory requirements of the new national standards in safety monitoring and intelligent interaction in a cost-effective manner [1] Group 2: Technological Innovations - The solutions incorporate high-precision measurement and USB direct connection technologies, significantly enhancing product safety and user experience [1] - The company aims to leverage these innovations to seize strategic opportunities arising from the reshaping of the industry landscape [1]