广州安凯微电子股份有限公司董事会薪酬与考核委员会 关于公司 2025 年限制性股票激励计划（草案）的核查意见 （4）法律法规规定不得实行股权激励的； （5）中国证监会认定的其他情形。 公司具备实施股权激励计划的主体资格。 2、公司 2025 年限制性股票激励计划（以下简称"本激励计划"）所确定的 激励对象不存在下列情形： （1）最近 12 个月内被证券交易所认定为不适当人选； 广州安凯微电子股份有限公司（以下简称"公司"）董事会薪酬与考核委员 会依据《中华人民共和国公司法》（以下简称"《公司法》"）《中华人民共和 国证券法》（以下简称"《证券法》"）《上市公司股权激励管理办法》（以下 简称"《管理办法》"）《上海证券交易所科创板股票上市规则》（以下简称"《上 市规则》"）《科创板上市公司自律监管指南第 4 号——股权激励信息披露》（以 下简称"《自律监管指南》"）等相关法律、法规及规范性文件和《广州安凯微 电子股份有限公司章程》（以下简称"《公司章程》"）的有关规定，对《广州 安凯微电子股份有限公司 2025 年限制性股票激励计划（草案）》（以下简称"《激 励计划（草案）》"）进行了核查，发表核查意见如下： ...

格隆汇8月13日丨安凯微(688620.SH)公布2025年限制性股票激励计划，本激励计划拟向激励对象授予 405.9804万股限制性股票，约占本激励计划草案公告时公司股本总额39,200万股的1.04%。本激励计划 拟授予的激励对象总人数为106人，本激励计划限制性股票的授予价格为10.28元/股。 ...

格隆汇8月13日丨安凯微(688620.SH)公布半年度报告，报告期内，公司芯片产品的出货量实现了增长， 继续保持市场份额；但半导体行业部分市场竞争加剧影响持续，部分产品价格承压，导致综合毛利率同 比下降；为持续增强技术优势和拓展产品/市场布局，公司保持稳定略增的研发投入。主要在以上因素 的综合影响下，公司实现营业收入23,430.71万元，较去年同期减少728.60万元，同比减少3.02%。2025 年上半年，归属于上市公司股东的净利润为-4,925.07万元，较去年同期减少4,339.36万元。 ...

安凯微公告，2025年上半年营业收入2.34亿元，同比下降3.02%。归属于上市公司股东的净亏损4925.07 万元，上年同期为净亏损585.71万元。公司2025年半年度拟不进行利润分配，也不进行资本公积金转增 股本和其他形式的分配。 ...

格隆汇8月12日丨安凯微(688620.SH)在互动平台表示，公司主要从三个维度展开，云边端结合满足客户 或用户对于终端智能化的差异化需求和要求：（1）推进各产品线布局逐步向搭载轻量级或较高智能算 力芯片的方向发展，实现端侧芯片的智能化处理能力；（2）开发基于大语言模型（LLM）和大视觉模 型（LVM）技术的本地化、场景化中小模型，并与智能化芯片协同，实现在端侧或边缘侧的落地； （3）与云端大模型做好对接，满足更广泛、全面的智能化处理需求。目前，公司带一定算力的SoC芯 片产品已经上市并量产，另，基于公司SoC芯片并对接云端大模型的多款AI应用产品也已陆续上市。 ...

格隆汇8月7日｜半导体板块午后继续走强，其中，东芯股份、阿石创20CM涨停，晶华微（维权）、富 满微此前20CM涨停，斯达半导、盈方微此前10CM涨停，芯导科技、国科微、神工股份、台基股份、 富瀚微、南芯科技、赛微微电、安凯微等跟涨。 ...

格隆汇8月6日丨安凯微(688620.SH)在互动平台表示，得益于端侧智能化需求的兴起和产品的竞争力， 公司带算力芯片出货量还在持续增加，具体数据我们会按照监管要求披露。 ...

格隆汇8月4日丨安凯微(688620.SH)在互动平台表示，AK39系列相关带算力芯片已实现大量出货。 ...

Core Viewpoint - Ankai Micro has officially launched the AK1037 series low-power lock control SoC chip designed specifically for smart locks, featuring a RISC-V core and high integration with low power consumption [2] Group 1: Product Features - The AK1037 series chip integrates core functionalities such as fingerprint recognition acceleration, RFID card recognition, touch buttons, and voice broadcasting, showcasing high integration and low power consumption [2] - The chip demonstrates low power consumption in three key aspects: sleep mode current as low as 2uA, standby mode current optimized to 152uA, and support for low-power BLE broadcasting and connections [3] Group 2: Market Positioning - The launch of the AK1037 series enriches the company's "full-stack" smart lock solution product matrix, consolidating its technological advantages in the relevant niche market [2] - The company aims to enhance market share and customer loyalty by leveraging SoC architecture design and low power consumption technology, while continuing to deepen its layout in the IoT smart hardware sector [2]

Group 1: Microsoft Financial Performance - Microsoft shares opened up 8.2%, briefly surpassing a market capitalization of $4 trillion, making it the second company to achieve this milestone [2] - In Q2, Microsoft's commercial cloud revenue reached $46.7 billion, a 27% year-over-year increase [2] - The intelligent cloud segment generated $29.9 billion in revenue, up 26% year-over-year, with Azure and other cloud services revenue growing 39% when excluding currency effects [2] Group 2: OpenAI Developments - OpenAI's annualized revenue reached $12 billion in the first seven months of 2025, doubling from approximately $4 billion in 2024, and is expected to exceed the previously set target of $12.7 billion [3] - The weekly active users of ChatGPT surpassed 700 million, marking a 40% increase from 500 million in March [3] - OpenAI announced its first AI data center project in Europe, Stargate Norway, with an initial power capacity of 230 MW and plans to expand to 290 MW [4] Group 3: Apple iPhone Pricing - Analysts predict that Apple will increase the prices of the iPhone 17 series by $50 to offset rising component costs and tariffs [5] - All four models in the iPhone 17 series are expected to see a price increase, including the standard iPhone 17, iPhone 17 Air, iPhone 17 Pro, and iPhone 17 Pro Max [5] Group 4: Tesla Robotaxi Service - Tesla expanded its Robotaxi service to the San Francisco Bay Area, covering key cities like Berkeley, Oakland, and Fremont [6] - Unlike the service in Austin, the California Robotaxi service requires human drivers [6] Group 5: Arm's Strategic Shift - Arm announced plans to invest in developing its own chips, marking a significant shift from its traditional IP licensing model [11] - The CEO emphasized the intention to increase investment beyond design to potentially include manufacturing [11] Group 6: ByteDance Employment Data - ByteDance clarified that the median tenure of its employees is 2.9 years, with an average of 3.0 years, countering claims of an average tenure of 7 months [9] Group 7: New Product Launches - DJI launched its first panoramic camera, Osmo 360, priced starting at 2999 yuan, featuring 1-inch panoramic imaging and supporting native 8K video [18] - Ankai Micro announced the release of the AK1037 series low-power SoC chip designed for smart locks, featuring a RISC-V core and various integrated functionalities [12]