证券代码：688620 证券简称：安凯微 公告编号：2025-043 广州安凯微电子股份有限公司 关于发布低功耗锁控 SoC 芯片的自愿性披露公告 二、产品特性 （一）主要配置 （二）低功耗 核心配置：32位RISC-V CPU @300MHz，支持指令集扩展；支持XIP片内执行 技术。 存储参数：218KB SRAM；2MB/4MB Flash；42KB Retention SRAM（适用于 休眠场景）。 硬件及安全配置：内置IHA指纹硬件加速；内置安全引擎。 接口与外设：支持Type A/B RFID；15通道触摸按键（Touch Key）；内置BLE 模块，支持手机连接、配置管理及OTA升级；24位Audio DAC替代传统VPWM 方案；配备丰富外设接口。 电源管理：集成BUCK13高效降压转换器，优化整体功耗。 三、新产品对公司的影响 该 AK1037 系列低功耗锁控 SoC 芯片的推出，进一步丰富了公司"全栈式" 智能门锁解决方案的产品矩阵，巩固了公司在相关细分市场的技术优势，有利于 提升市场份额及增强客户粘性。未来，公司将继续依托 SoC 架构设计、低功耗等 技术优势，持续深化在物联网智能硬件领 ...

格隆汇7月31日丨安凯微(688620.SH)公布，2025年8月1日，公司正式推出专为智能门锁设计的AK1037 系列低功耗锁控SoC芯片。该系列芯片内置RISC-V内核，集成指纹识别加速、RFID卡识别、触摸按 键、语音播报等核心功能，具有高集成度、低功耗等特点。基于AK1037系列芯片的高性能、低功耗智 能门锁系统平台与"交钥匙"应用方案也已完成。该解决方案也可扩展应用于智能门禁考勤、家电控制面 板及充电桩等终端。 ...

人民财讯7月31日电，安凯微(688620)7月31日晚间公告，2025年8月1日，公司正式推出专为智能门锁设 计的AK1037系列低功耗锁控SoC芯片。该系列芯片内置RISC-V内核，集成指纹识别加速、RFID卡识 别、触摸按键、语音播报等核心功能，具有高集成度、低功耗等特点。基于AK1037系列芯片的高性 能、低功耗智能门锁系统平台与"交钥匙"应用方案也已完成。该解决方案也可扩展应用于智能门禁考 勤、家电控制面板及充电桩等终端。 ...

安凯微公告，公司于2025年8月1日正式推出专为智能门锁设计的AK1037系列低功耗锁控SoC芯片。该 系列芯片内置RISC-V内核，集成指纹识别加速、RFID卡识别、触摸按键、语音播报等核心功能，具有 高集成度、低功耗等特点。基于AK1037系列芯片的高性能、低功耗智能门锁系统平台与"交钥匙"应用 方案也已完成。该解决方案也可扩展应用于智能门禁考勤、家电控制面板及充电桩等终端。 ...

Industry Overview - The Internet of Things (IoT) chip industry has a comprehensive supply chain, with upstream suppliers providing raw materials and equipment, midstream manufacturers handling design, production, and testing, and downstream application service providers integrating chips into various devices [1][2]. Key Players - Major upstream suppliers include SMIC, Zhonghuan, Nanda Optoelectronics, and others, while midstream manufacturers consist of ZTE, Tailin Microelectronics, and others. Downstream service providers include Alibaba Cloud, China Mobile IoT, and Xiaomi [2]. Regional Distribution - Key IoT chip companies are concentrated in economically developed regions such as Jiangsu, Guangdong, Beijing, and Shanghai, with Jiangsu and Shanghai showing rapid development in the IoT chip sector [4]. Business Layout Comparison - Companies like Silan Micro, SiTewave, and Allwinner Technology focus primarily on the domestic market, while Beijing Junzheng, Zhaoyi Innovation, and Ankai Micro target international markets. Tailin Microelectronics has a significant focus on IoT chips, with 90.62% of its revenue coming from this sector [6][8]. Investment Trends and Business Plans - Companies are increasing R&D investments to enhance chip performance. For instance, Ruixin Micro plans to launch a new AI vision chip by May 2025, while Allwinner Technology is focusing on low-power designs for its IoT Bluetooth audio chips [9][10].

Market Overview - A-shares experienced a rebound on July 3, with the Shanghai Composite Index rising by 0.18%, the Shenzhen Component Index increasing by 1.17%, and the ChiNext Index gaining 1.9% [2] - A total of 3,271 stocks rose, with 66 hitting the daily limit up, while 1,866 stocks declined [3][4] - The total trading volume reached 13,335.06 billion, with a total of 108,789.9 million shares traded [4] Sector Performance - Computing hardware stocks surged again, with PCB and related sectors leading the gains. Notable stocks included Zhongjing Electronics, Bomin Electronics, and Jin'an Guoji, all hitting the daily limit up [5] - Innovative drug concept stocks continued their strong performance, with companies like Weiming Pharmaceutical and Shenzhou Cell also reaching the daily limit up [7] - The solid-state battery sector saw a midday rally, with stocks such as Dadongnan, Hongtian Co., and Zhongyi Technology hitting the daily limit up [9] Notable Stock Movements - Key stocks in the computing hardware sector included: - Yihua New Materials: +20.00% at 32.64 - Zhongyi Technology: +19.99% at 23.89 - Bomin Electronics: +10.04% at 10.41 [6] - In the innovative drug sector, significant gainers included: - Guangshengtang: +20.00% at 42.78 - Shenzhou Cell: +19.99% at 73.34 - Weiming Pharmaceutical: +10.03% at 10.86 [8] - Solid-state battery stocks also saw notable increases, with Zhongyi Technology at +19.99% and Hongtian Co. at +10.02% [10] Downward Trends - The marine economy sector faced adjustments, with Kelaite dropping over 10% [11] U.S.-China Trade Developments - The Trump administration canceled recent export licensing requirements for chip design software sales to China, a move aligned with a trade agreement aimed at easing key technology restrictions [12] - Major EDA (Electronic Design Automation) companies, including Synopsys, Cadence Design Systems, and Siemens, are expected to benefit from this change, as they previously required government approval to operate in China [12][13] - The EDA market, while only $11.5 billion, plays a crucial role in the $440 billion global semiconductor industry, with the top three companies controlling 74% of the market [13]

Group 1 - The core viewpoint of the article highlights the continuous growth of China's semiconductor materials market, with Taiwan being the largest consumer market globally [2] - The semiconductor materials are categorized into front-end manufacturing materials and back-end packaging materials, with specific components listed for each category [1] - The market size for semiconductor silicon wafers in China is projected to exceed $2 billion in 2024, reflecting significant growth driven by policy support and technological advancements [3] Group 2 - China's semiconductor equipment market has become the largest globally, with a market size of $366 billion in 2023, showing a 29% year-on-year increase [6] - The demand for thin film deposition equipment in China has been steadily increasing, with the market size growing from 16.8 billion yuan in 2018 to 60 billion yuan in 2023, indicating a compound annual growth rate of 28.99% [8] - The semiconductor materials market in mainland China reached $131 billion in 2023, with projections of $142 billion for 2024 [2]

Core Viewpoint - The Internet of Things (IoT) chip market in China is experiencing significant growth, with projections indicating a market size of approximately 4.3 trillion yuan in 2024 and 5.1 trillion yuan in 2025, driven by the increasing number of IoT connected devices and advancements in technology such as 5G and AI [1][4][8]. Industry Definition and Classification - IoT chips are integrated circuits specifically designed for IoT devices, serving as core hardware components that connect physical devices to the internet. They are categorized into various types, including security chips, mobile payment chips, communication RF chips, and identity recognition chips [2][4]. Current Development Status - The number of IoT connected devices in China is expected to grow from 2.43 billion in 2019 to 15.11 billion in 2024, with the market size increasing from 1.7556 trillion yuan to 4.307 trillion yuan during the same period. By 2025, the number of devices is projected to reach approximately 17.34 billion, with a market size of about 5.0608 trillion yuan [4][6]. Industry Chain - The IoT chip industry chain consists of upstream raw materials (silicon wafers, packaging materials), midstream chip manufacturing (design, testing), and downstream applications (smart cities, smart homes, industrial IoT) [10][12]. Competitive Landscape - The competitive landscape of the IoT chip market is characterized by international giants dominating the high-end sector (e.g., Qualcomm, Intel) while domestic companies focus on the mid-to-low-end market. Key domestic players include Huawei, ZTE Microelectronics, and several others [16][19]. Industry Development Trends - The IoT chip industry is expected to see continuous advancements in performance and quality, with a significant focus on low power consumption as a key development direction. The integration of microprocessors, memory, and network interfaces in IoT chips facilitates data collection, processing, and transmission [23].

Summary of Key Points Core Viewpoint - The company, Guangzhou Ankai Microelectronics Co., Ltd., has successfully completed its share repurchase plan, acquiring a total of 4,059,804 shares, which represents 1.04% of its total share capital, with a total expenditure of approximately 33.72 million yuan [1][2][4]. Group 1: Share Repurchase Plan - The share repurchase plan was first disclosed on June 26, 2024, with a maximum repurchase price set at 12.60 yuan per share and an estimated repurchase amount between 30 million yuan and 60 million yuan [1][2]. - The board approved the repurchase plan on June 24, 2024, allowing the company to use its own funds for the repurchase [1][2]. - The repurchase was later supplemented by bank loans as a funding source, while other aspects of the plan remained unchanged [2][4]. Group 2: Implementation Details - The company initiated the share repurchase on July 15, 2024, and completed the plan by June 23, 2025, with an average repurchase price of 8.30 yuan per share [2][4]. - The highest repurchase price recorded was 12.33 yuan per share, while the lowest was 6.35 yuan per share [2][4]. Group 3: Share Distribution Changes - Following the repurchase, the distribution of shares changed, with limited circulation shares decreasing to 163,601,480 (41.74%) and unlimited circulation shares increasing to 228,398,520 (58.26%) [4]. - The total number of shares remains at 392,000,000, with the repurchased shares allocated for employee stock ownership plans or equity incentives [4][5]. Group 4: Future Plans for Repurchased Shares - The repurchased shares will be used for employee stock ownership plans or equity incentives, and if not utilized within three years, the unused shares will be canceled [4][5].

证券代码：688620 证券简称：安凯微 公告编号：2025-042 广州安凯微电子股份有限公司 关于股份回购实施结果暨股份变动的公告 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、准确性和完整性承担法律责任。 重要内容提示： | 回购方案首次披露日 | 2024/6/26 | | --- | --- | | 回购方案实施期限 | 自第二届董事会第五次会议审议通过后 12 个月 | | 预计回购金额 | 3,000万元~6,000万元 | | 回购价格上限 | 12.60元/股 | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 | | | □用于转换公司可转债 | | | □为维护公司价值及股东权益 | | 实际回购股数 | 4,059,804股 | | 实际回购股数占总股本比例 | 1.04% | | 实际回购金额 | 33,716,339.96元 | | 实际回购价格区间 | 6.35元/股~12.33元/股 | 一、 回购审批情况和回购方案内容 广州安凯微电子股份有限公司（以下简称"公司"）于 2024 年 6 月 24 日召开 ...