南财智讯1月28日电，康希通信发布年度业绩预告，预计2025年全年归属于上市公司股东的净利润 为-4350万元左右，同比预减亏42.86%；预计2025年全年归属于上市公司股东的扣除非经常性损益的净 利润为-6300万元左右，同比预减亏34.51%。2025年，公司继续坚定奉行成为全球领先的射频前端一线 供应商战略目标，以持续提升核心竞争力、拓展产品线、加强供应链管理、保证合法合规经营为原则， 聚焦研发布局、完善与升级产品线，持续推进产业链升级，充分满足市场客户需求，公司的行业地位和 市场份额得到进一步巩固。2025年预计实现营业收入68350万元左右，同比增长30.74%左右。报告期 内，公司Wi-Fi7产品业务增长较快，展现出较强的市场竞争力，占全年营业收入比例达50%左右，成为 业绩增长的核心引擎。公司立足未来长远发展，为保持核心竞争力，结合募投项目研发实际情况，依然 保持较高的研发投入，报告期内研发投入预计9560万元左右。随着与全球射频前端行业龙头企业提起的 专利诉讼和337调查的进行，2025年公司为此支付的律师费、专家费以及其他费用等约5936万元，导致 管理费用较上年同期大幅增加。综合以上因素 ...

Core Viewpoint - 康希通信 has achieved a preliminary victory against Skyworks in a patent infringement case, indicating the capability of Chinese companies to compete with industry giants under international regulations [3][7][16]. Group 1: Legal Dispute Overview - 康希通信 was sued by Skyworks in May 2024 for allegedly infringing on five patents related to Wi-Fi RF front-end modules [5]. - The U.S. International Trade Commission (ITC) ruled that 康希通信 did not infringe on two of the patents claimed by Skyworks, leading to a significant legal advantage for 康希通信 [4][8]. - The investigation into three other patents was terminated after Skyworks withdrew them during the evidence disclosure phase [6]. Group 2: Financial Implications - 康希通信 incurred substantial legal costs, amounting to approximately 38.84 million yuan in 2024 and an additional 50.59 million yuan in the first three quarters of 2025, bringing total expenses close to 100 million yuan [10][12]. - Despite a revenue increase to 520 million yuan in 2024, 康希通信 reported a loss of 76 million yuan, primarily due to legal expenses [10]. - The ongoing legal battle is expected to exceed 100 million yuan in total costs, significantly impacting 康希通信's profitability [12]. Group 3: Market Context and Competitive Landscape - 康希通信 operates primarily in the RF front-end chip design sector, with a focus on markets in Hong Kong and Taiwan, while less than 5% of sales come from other overseas markets [8]. - The company faces competition from established players like Skyworks and Qorvo, which dominate the Wi-Fi communication market [8]. - The legal victory is seen as a potential turning point that could alleviate concerns from European and Southeast Asian clients regarding 康希通信's products [9]. Group 4: Broader Industry Trends - The semiconductor industry is witnessing an increase in patent litigation, with 康希通信 not being the only Chinese company facing such challenges [13][15]. - The competitive landscape is characterized by significant patent holdings from multinational companies, with Skyworks alone holding over 5,000 patents [15]. - Chinese semiconductor firms are ramping up R&D investments, with 康希通信 increasing its R&D spending by 70% to 107 million yuan in 2024 [15].

Core Viewpoint - 康希通信's subsidiary achieved significant progress in the 337 investigation initiated by the U.S. International Trade Commission (ITC), with a preliminary ruling stating that it did not violate the relevant patent laws [3][4] Group 1: Investigation Details - The 337 investigation was initiated by Skyworks Solutions, Inc. in July 2024, accusing 康希通信's subsidiary of infringing on five patents related to specific radio frequency front-end modules (FEMS) [3] - The investigation case number is Inv. No. 337-TA-1413 [3] Group 2: Preliminary Ruling Outcomes - The preliminary ruling indicated that 康希通信 did not infringe on the two patents claimed by Skyworks, specifically US9,917,563 and US8,717,101 [4] - Three additional patents (US9,450,579, US9,148,194, and US7,409,200) were withdrawn by Skyworks during the evidence disclosure phase, leading to the termination of the investigation regarding these patents [4] Group 3: Company Position and Future Steps - 康希通信 emphasized its commitment to intellectual property management and protection, highlighting its independent and complete intellectual property system [4] - The preliminary ruling provides crucial legal support for 康希通信's product exports to the U.S. market [4] - The ruling is preliminary, and both parties have the right to request a review from the ITC within the statutory period, leading to administrative review and final ruling stages [4]

Core Viewpoint - The announcement by Kangxi Communication indicates that its subsidiary, Kangxi Communication Technology (Shanghai) Co., Ltd., and GRANDCHIPLABS, INC. have not infringed on the patent rights of Skyworks, a leading RF chip company [1] Summary by Relevant Sections - **Patent Infringement Case**: In 2024, Skyworks filed a complaint with the U.S. International Trade Commission, alleging that Kangxi Communication's subsidiaries manufactured and exported specific RF front-end modules that infringed on five of its patents [1]

康希通信公告称，2024年，Skyworks向美国加州中区联邦地区法院起诉公司子公司侵犯其专利权，又根 据《美国1930年关税法》向ITC提出调查申请。2026年1月24日，公司获悉ITC行政法官初步裁决，子公 司康希通信科技（上海）有限公司、GRANDCHIPLABS,INC.和相关企业未违反《美国1930年关税法》 第337节规定，未侵犯Skyworks两项专利的专利权。此外，另3项专利已被终止调查。目前初裁结果有 利，但后续将进入ITC行政复审及最终裁决阶段。 ...

半导体设备板块持续走强，金海通涨停，京仪装备涨超9%，中微公司、北方华创、华海清科涨幅居 前。 ...

法律意见书 地址：上海市浦东新区银城中路 501 号上海中心大厦 9/11/12 楼 电话：021-20511000 传真：021-20511999 邮编：200120 上海市锦天城律师事务所 法律意见书 上海市锦天城律师事务所 关于上海康鹏科技股份有限公司 2025 年第四次临时股东会的 上海市锦天城律师事务所 关于上海康鹏科技股份有限公司 2025 年第四次临时股东会的 法律意见书 致：上海康鹏科技股份有限公司 上海市锦天城律师事务所（以下简称"本所"）接受上海康鹏科技股份有限 公司（以下简称"公司"）委托，就公司召开 2025 年第四次临时股东会（以下简 称"本次股东会"）的有关事宜，根据《中华人民共和国公司法》（以下简称"《公 司法》"）《上市公司股东会规则》《上海证券交易所科创板股票上市规则》（以下 简称"《上市规则》"）等法律、法规和其他规范性文件以及《上海康鹏科技股份 有限公司章程》（以下简称"《公司章程》"）的有关规定，出具本法律意见书。 为出具本法律意见书，本所及本所律师依据《律师事务所从事证券法律业务 管理办法》和《律师事务所证券法律业务执业规则（试行）》等规定，严格履行 了法定职责，遵循 ...

证券代码：688602 证券简称：康鹏科技 公告编号：2026-001 2025年第四次临时股东会决议公告 本公司董事会及全体董事保证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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东会召开的时间：2025 年 12 月 31 日 （二） 股东会召开的地点：上海市普陀区祁连山南路 2891 弄 200 号 1 幢一楼会 议室 上海康鹏科技股份有限公司 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 90 | | --- | --- | | 普通股股东人数 | 90 | | 2、出席会议的股东所持有的表决权数量 | 304,026,507 | | 普通股股东所持有表决权数量 | 304,026,507 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 58.5369 | | 例（%） | | | 普通股股东所持有表决权数量占公司表决权数量的比例（%） | 58.53 ...

Group 1 - The A-share market shows strong performance in the Changxin Storage concept, with stocks like Jingce Electronics rising nearly 13%, Hefei Urban Construction hitting a 10% limit up, and Shenzhen Technology increasing by nearly 8% [1] - Changxin Technology, the first in China and the fourth globally in DRAM manufacturing, has submitted its IPO application to the Sci-Tech Innovation Board, aiming to raise 29.5 billion yuan [1] - The prospectus reveals that the company's profits are expected to exceed expectations by the fourth quarter of 2025 [1]

上海康鹏科技股份有限公司 2025 年第四次临时股东会会议资料 2025 年 12 月 会议资料目录 | 上海康鹏科技股份有限公司 | 2025 | 年第四次临时股东会会议须知 | 2 | | --- | --- | --- | --- | | 上海康鹏科技股份有限公司 | 2025 | 年第四次临时股东会会议议程 | 4 | | 上海康鹏科技股份有限公司 | 2025 | 年第四次临时股东会会议议案 | 6 | | 议案一：关于 2026 | 年度日常关联交易额度预计的议案 6 | | | | 议案二：关于 2026 | 年度对外担保预计的议案 9 | | | | 议案三：关于为关联方提供担保暨关联交易的议案 11 | | | | 1 证券代码：688602 证券简称：康鹏科技 上海康鹏科技股份有限公司 2025 年第四次临时股东会会议须知 为维护全体股东的合法权益，确保股东会的正常秩序和议事效率，保证股东 会的顺利进行，根据《中华人民共和国公司法》《中华人民共和国证券法》《上 市公司股东会规则》以及《上海康鹏科技股份有限公司章程》等相关规定，上海 康鹏科技股份有限公司（以下简称"公司"）特制定本须知，请全 ...