Core Viewpoint - The company is focusing on strategic products in EC, edge computing, and health management chips, leveraging its "chip + algorithm + AI" full-stack capabilities [1] Group 1: Product Development - The market introduction and scaling cycle of the company's EC chips differ from traditional consumer chips, requiring deep collaboration with terminal ecosystems for R&D and validation [1] - The EC chip has entered the global mainstream laptop supply chain and has achieved large-scale shipments [1] - The lightweight edge BMC management chip is steadily being introduced to customers in response to the growing demand in the edge computing and server markets [1] Group 2: Health Management - The health management chip and solutions are being advanced in collaboration with industry partners to construct a closed loop from precise measurement to health services [1] Group 3: Strategic Focus - The company will continue to focus on high-potential sectors by deepening joint innovation with core customers and accelerating the commercialization process through scenario-based solutions [1] - These strategic layouts are expected to provide the company with long-term and unique growth momentum [1]

Group 1 - The core viewpoint of the article is that the company, Chipsea Technology (688595.SH), is not currently engaged in the development and application of AI intelligent agent technology [1] - The company's AI strategy focuses on integrating AI capabilities with full signal chain technology, providing a combination of "chip + algorithm + solution" in a "cloud-edge-end" collaborative manner [1]

Group 1 - The core viewpoint of the article is that the company, Chipsea Technology (688595.SH), is not currently engaged in the development and application of AI intelligent agent technology [1] - The company's AI strategy focuses on integrating AI capabilities with full signal chain technology, providing a combination of "chip + algorithm + solution" in a "cloud-edge-end" collaborative manner [1]

Core Viewpoint - Company focuses on strategic products in EC, edge computing, and health management chips, leveraging its "chip + algorithm + AI" full-stack capabilities [1] Group 1: Product Development - EC chips have entered the global mainstream laptop supply chain and achieved large-scale shipments [1] - Lightweight edge BMC management chips are steadily being introduced to customers in response to the growing demand in the edge computing and server markets [1] - Health management chips and solutions are being developed in collaboration with industry partners to create a closed-loop from precise measurement to health services [1] Group 2: Market Strategy - Company aims to focus on high-potential sectors by deepening collaborative innovation with core customers [1] - Accelerating the commercialization process through the implementation of scenario-based solutions is a key strategy [1] - These strategic layouts are expected to provide the company with long-term and unique growth momentum [1]

Group 1 - The installation of the WeChat HarmonyOS version App has officially surpassed 40 million, marking significant growth from 30 million in December last year, 20 million in October, and 10 million in July [1] - Huawei's hardware updates, including the Mate80 series and MateX7, are seen as a milestone in the evolution of the HarmonyOS ecosystem, which has grown rapidly over the past year with over 300,000 applications and services, achieving over 95% compatibility [1] - The HarmonyOS ecosystem has completed adaptation with major internet applications, and mid-tail applications are accelerating their launch across various sectors such as government services, finance, transportation, and entertainment [1] Group 2 - Huawei's open-source HarmonyOS products have exceeded 1,200 types, with a total of over 1.19 billion devices and more than 7.2 million developers contributing to the ecosystem [1] - The system-level intelligent agent, Xiaoyi, has been developed to achieve full-scene access through various entry points, with over 50 pioneering HarmonyOS intelligent agents currently in development [1][2] - Guokai Micro has completed the iteration of its smart vision, commercial display, and audio-visual solutions from OpenHarmony 3.1 to OpenHarmony 5.1, with eight open-source HarmonyOS chip platforms now in mass production across various industries [3] - Chipsea Technology is innovating in "Harmonyization" products through a full-link approach combining chips, algorithms, and systems [4]

Group 1 - The company announced a total asset impairment loss and credit impairment loss of 22.86 million yuan for the year 2025, reflecting the company's financial condition accurately as of December 31, 2025 [2][4] - The credit impairment loss amounted to 5.77 million yuan, based on expected credit losses from accounts receivable and other receivables [2] - The inventory impairment loss was 17.09 million yuan, calculated based on the lower of cost and net realizable value [3] Group 2 - For the year 2025, the company expects to achieve an operating revenue of approximately 848 million yuan, representing a year-on-year growth of about 21% [10] - The projected net loss attributable to the parent company for 2025 is approximately 106 million yuan, which is a reduction in loss of about 67 million yuan compared to the previous year [10] - The company anticipates a net loss of approximately 116 million yuan after deducting non-recurring gains and losses, also reflecting a reduction in loss compared to the previous year [10][12] Group 3 - The revenue growth is primarily driven by the successful launch of new products such as series BMS chips, smart wearable PPG chips, and USB HUB chips, alongside stable demand in traditional business areas [13] - The company incurred share-based payment expenses of approximately 34 million yuan, impacting the net profit attributable to the parent company [14] - The asset impairment preparation is based on the company's actual situation and accounting standards, and it does not involve changes in accounting methods [4][15]

Core Viewpoint - Chipsea Technology (688595.SH) expects to achieve approximately 848 million yuan in revenue for the year 2025, representing a year-on-year growth of about 21% [1] Revenue Forecast - The company anticipates a revenue of around 848 million yuan for 2025, which is a 21% increase compared to the previous year [1] - The revenue growth is attributed to the rapid scaling of new products such as series BMS chips, smart wearable PPG chips, and USB HUB chips, which have significantly contributed to revenue [1] - Traditional business segments, including smart instruments, human-computer interaction, and low-end consumer chips, have stabilized in demand, supporting overall revenue growth [1] Profit Forecast - The company projects a net loss attributable to shareholders of approximately 106 million yuan for 2025, which is a reduction in loss of about 67 million yuan compared to the previous year [1] - The expected net profit attributable to shareholders, excluding non-recurring gains and losses, is forecasted to be around 116 million yuan, reflecting a reduction in loss of about 66 million yuan year-on-year [1]

| 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 ...

Core Viewpoint - The company, Chipsea Technology, anticipates a net profit loss of approximately 106 million yuan for the year 2025, which represents a reduction in loss of about 67 million yuan compared to the previous year [1] Revenue Performance - The company expects to achieve an operating revenue of around 848 million yuan, reflecting a year-on-year growth of approximately 21% [1] - The revenue growth is primarily driven by strategic investments in new products such as series BMS chips, smart wearable PPG chips, and USB HUB chips, which are entering a rapid scaling phase and contributing significantly to revenue [1] - Traditional advantageous businesses, including smart instruments, human-computer interaction, and low-end consumer chips, have shown a recovery in demand, maintaining stable shipments and collectively driving the annual revenue growth [1]