证券日报网讯1月19日，芯海科技在互动平台回答投资者提问时表示，公司已为移动电源"新国标"做好 了全面准备，推出了覆盖从极简升级到高端智能化的四大标准方案。这些方案深度整合了自研的高精度 BMS芯片、PD快充协议芯片以及配套的APP软件，不仅能以极具成本效益的方式帮助客户快速满足新 国标在安全监测和智能交互上的强制性要求，更能通过高精度测量、USB直连等技术创新，为客户产品 带来安全与体验的显著升级，从而把握行业格局重塑的战略机遇。 ...

Core Viewpoint - The company emphasizes the significant opportunities presented by the robotics industry, aligning with its "analog + MCU" technology platform [1] Group 1: Company Initiatives - The company is actively exploring and collaborating with relevant clients on key applications such as robotic electronic skin and six-dimensional force sensors [1] - 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 entry into this cutting-edge market [1]

Core Viewpoint - The company has successfully achieved mass production and sales of its lightweight edge BMC management chip for edge computing and server markets, driven by the increasing demand for data analysis and processing in various terminal applications due to the rise of AI large model derivative applications [1]. Group 1 - The company responded to an investor inquiry regarding its collaboration with Intel on edge computing chips, confirming that the chip has entered mass production [1]. - The demand for intelligent experiences in various terminals is leading to a significant increase in data analysis and processing needs [1]. - Business deployment scenarios and data generation processes are gradually shifting towards edge and terminal sides [1].

Core Viewpoint - The company has successfully mass-produced and sold lightweight edge BMC management chips for edge computing and server markets in response to the growing demand for data analysis and processing at the edge due to the rise of AI applications [1] Group 1 - The company received inquiries from investors regarding its collaboration with Intel on edge computing chips [1] - The demand for intelligent experiences in various terminals is driving the need for extensive data analysis and processing [1] - Business deployment scenarios and data generation are gradually shifting towards edge and endpoint solutions [1]

芯海科技（深圳）股份有限公司 关于核心技术人员调整的公告 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： ● 芯海科技（深圳）股份有限公司（以下简称"公司"）核心技术人员乔 爱国先生因个人原因申请离职，并已完成工作交接手续，当前就劳动合同关系解除日期处于劳动仲裁 中，具体离职日期以仲裁结果为准，离职后将不再担任公司任何职务。 ● 乔爱国先生与公司签有保密协议，乔爱国先生与公司不存在涉及职务发 证券代码：688595 证券简称：芯海科技 公告编号：2026-002 债券代码：118015 债券简称：芯海转债 二、新增核心技术人员的基本情况 明专利等知识产权权属纠纷或潜在纠纷，本次核心技术人员调整涉及劳动仲裁事项，不影响公司知识产 权的完整性，不会对公司持续经营能力、技术优势及核心竞争力产生重大不利影响，不会影响现有核心 技术、研发项目的工作开展。 一、核心技术人员离职的具体情况 公司核心技术人员乔爱国先生因个人原因申请辞职，并已完成工作交接手续，当前就劳动合同关系解除 日期处于劳动仲裁中，具体离职日期以仲裁结 ...

| 证券代码：688595 | 证券简称：芯海科技 | 公告编号：2026-002 | | --- | --- | --- | | 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 关于核心技术人员调整的公告 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： 芯海科技（深圳）股份有限公司（以下简称"公司"）核心技术人员乔 爱国先生因个人原因申请离职，并已完成工作交接手续，当前就劳动合同关系解 除日期处于劳动仲裁中，具体离职日期以仲裁结果为准，离职后将不再担任公司 任何职务。 乔爱国先生与公司签有保密协议，乔爱国先生与公司不存在涉及职务发 明专利等知识产权权属纠纷或潜在纠纷，本次核心技术人员调整涉及劳动仲裁事 项，不影响公司知识产权的完整性，不会对公司持续经营能力、技术优势及核心 竞争力产生重大不利影响，不会影响现有核心技术、研发项目的工作开展。 一、核心技术人员离职的具体情况 公司核心技术人员乔爱国先生因个人原因申请辞职，并已完成工作交接手 续，当前就劳动合同关系解除日期处 ...

Core Viewpoint - Chipsea Technology's stock price has shown a positive trend with a year-to-date increase of 10.64%, indicating strong market performance and investor interest [2]. Group 1: Stock Performance - As of January 16, Chipsea Technology's stock price rose by 2.08% to 36.29 CNY per share, with a trading volume of 99.29 million CNY and a turnover rate of 1.94% [1]. - The stock has increased by 3.63% over the last five trading days, 14.41% over the last 20 days, and 4.76% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Chipsea Technology reported a revenue of 615 million CNY, representing a year-on-year growth of 19.59% [2]. - The company recorded a net profit attributable to shareholders of -62.98 million CNY, which is a year-on-year increase of 45.23% [2]. Group 3: Business Overview - Chipsea Technology, established on September 27, 2003, and listed on September 28, 2020, specializes in the research, design, and sales of chip products [2]. - The company's revenue composition includes 46.45% from MCU chips, 25.92% from AIoT chips, 25.81% from analog signal chain chips, and 1.79% from other sources [2]. - The company operates within the semiconductor industry, specifically in digital chip design, and is involved in various concept sectors such as smart home, wearable technology, and wireless charging [2]. Group 4: Shareholder Information - As of September 30, 2025, the number of shareholders for Chipsea Technology increased by 11.16% to 12,800, while the average circulating shares per person decreased by 8.99% to 11,240 shares [2]. - The company has distributed a total of 49.92 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest with 3.27 million shares, marking its entry as a new shareholder [3].

Core Insights - The article highlights the strategic focus of Chipsea Technology on developing high-performance chips for smart devices and automotive applications, emphasizing a long-term commitment to technology and ecosystem collaboration [2][3][4] Group 1: Company Overview - Chipsea Technology was established in 2003 and has over 20 years of experience in analog signal processing and high-precision measurement technology [3] - The company has adopted a pragmatic development path by focusing on niche markets and forming deep partnerships with leading tech companies like Lenovo and Xiaomi [4] Group 2: Product Development and Market Strategy - Chipsea's products, including high-performance analog signal chain chips and high-precision ADCs, are integrated into consumer electronics, showcasing a complete process from data collection to intelligent decision-making [2] - The company is gradually expanding into the automotive electronics sector, focusing on body control, sensor signal chains, and motor drives, leveraging its experience in consumer electronics [4][5] Group 3: Challenges and Industry Dynamics - The development of automotive-grade chips is significantly more challenging than consumer electronics, requiring extensive time and financial investment, with typical development cycles of 7 to 8 years and costs reaching hundreds of millions [5][6] - Chipsea faces competition from established international players like Infineon and Renesas, who dominate the automotive chip market due to their extensive engineering experience and system-level solutions [5][6] Group 4: Strategic Initiatives - The company is shifting from a product replacement mindset to a systemic ecosystem-building approach, actively collaborating with international automotive electronic suppliers [6] - Chipsea is constructing a comprehensive Integrated Product Development (IPD) process to ensure effective risk management and alignment with market demands [6][8] Group 5: Talent and Industry Collaboration - The company emphasizes the need for interdisciplinary talent that understands both chip design and automotive electronic systems, advocating for deeper integration of industry, academia, and research [7][8] - By establishing a multi-dimensional risk management framework, Chipsea aims to balance risks and returns in long-term, high-investment chip development [8]

Group 1 - The core viewpoint emphasizes the importance of innovation-driven development strategies for companies to seize opportunities in emerging industries and ensure high-quality growth [1] - Companies are increasingly focusing on technological innovation and transformation to explore new market segments and prepare for future development [1] Group 2 - New Yi Chang has become a leader in the LED die bonding machine sector by continuously enhancing its R&D efforts over the past 20 years, now targeting the robotics sector based on its manufacturing and operational expertise [2] - Jia Yuan Technology is expanding its production capacity for high-performance PCB copper foil and has invested in Wuhan Endatong to enter the optical module field, aiming to leverage opportunities in the rapidly developing AI industry [2] - Chipsea Technology is building a multi-dimensional risk control framework to balance risks and returns in long-cycle, high-investment chip R&D, emphasizing the importance of interdisciplinary talent in industry chain competition [3] - Jieput's strategic decision to focus on the optical connection field by 2025 aims to create synergies with existing technologies and establish a stronger technological moat [3]

Core Viewpoint - Chipsea Technology's stock price has shown fluctuations, with a recent decline of 2.01% on January 13, 2023, while the company has experienced a year-to-date increase of 7.29% in stock price [1][2]. Group 1: Stock Performance - As of January 13, 2023, Chipsea Technology's stock price is reported at 35.19 CNY per share, with a trading volume of 92.28 million CNY and a turnover rate of 1.80%, resulting in a total market capitalization of 5.071 billion CNY [1]. - The stock has increased by 2.86% over the last five trading days, 6.12% over the last 20 days, and 3.93% over the last 60 days [2]. Group 2: Financial Performance - For the period from January to September 2025, Chipsea Technology achieved a revenue of 615 million CNY, representing a year-on-year growth of 19.59%, while the net profit attributable to shareholders was -62.98 million CNY, reflecting a year-on-year increase of 45.23% [2]. - The company has distributed a total of 49.92 million CNY in dividends since its A-share listing, with no dividends paid in the last three years [3]. Group 3: Shareholder Information - As of September 30, 2025, the number of shareholders for Chipsea Technology is reported at 12,800, an increase of 11.16% from the previous period, with an average of 11,240 circulating shares per shareholder, a decrease of 8.99% [2]. - Among the top ten circulating shareholders, Hong Kong Central Clearing Limited is the fourth largest, holding 3.2724 million shares as a new shareholder, while several funds have exited the top ten list [3].