Core Viewpoint - Ankai Micro's stock experienced significant trading activity on August 22, with a total of 9 block trades amounting to 1.7564 million shares and a total transaction value of 21.2695 million yuan, indicating strong institutional interest despite a discount relative to the closing price [2] Trading Activity Summary - The average transaction price for the block trades was 12.11 yuan, reflecting a discount of 15.37% compared to the closing price of 14.31 yuan on the same day [2] - Institutional specialized seats participated in 4 of the trades, with a total transaction value of 10.7198 million yuan, indicating a net buying position of the same amount [2] - Over the past three months, Ankai Micro has recorded a total of 22 block trades, with a cumulative transaction value of 88.407 million yuan [2] Stock Performance Summary - On August 22, Ankai Micro's stock closed at 14.31 yuan, marking a 4.00% increase, with a trading volume of 3.34 billion yuan and a turnover rate of 10.07% [2] - The net inflow of main funds for the day was 21.1095 million yuan, and the stock has seen a cumulative increase of 7.35% over the past five days, with a total net inflow of 7.4934 million yuan [2] Margin Trading Summary - The latest margin financing balance for Ankai Micro is 184 million yuan, which has decreased by 20.4668 million yuan over the past five days, representing a decline of 10.02% [2]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 8月22日，安凯微收涨4.00%，收盘价为14.31元，发生9笔大宗交易，合计成交量175.64万股，成交金额 2126.95万元。 第1笔成交价格为12.11元，成交17.00万股，成交金额205.87万元，溢价率为-15.37%，买方营业部为国 泰海通证券股份有限公司总部，卖方营业部为粤开证券股份有限公司黄埔分公司。 第5笔成交价格为12.11元，成交25.00万股，成交金额302.75万元，溢价率为-15.37%，买方营业部为机 构专用，卖方营业部为粤开证券股份有限公司黄埔分公司。 第6笔成交价格为12.11元，成交16.52万股，成交金额200.06万元，溢价率为-15.37%，买方营业部为机 构专用，卖方营业部为粤开证券股份有限公司黄埔分公司。 第7笔成交价格为12.11元，成交17.00万股，成交金额205.87万元，溢价率为-15.37%，买方营业部为中 信建投证券股份有限公司北京望京证券营业部，卖方营业部为粤开证券股份有限公司黄埔分公司。 第8笔成交价格为12.11元，成交16.60万股，成交金额201.03万元，溢价率 ...

8月22日，安凯微大宗交易成交175.64万股，成交额2126.95万元，占当日总成交额的5.99%，成交价12.11元，较市场收盘价14.31元折价15.37%。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) | 成交金额(万元) | 成交量( * ) 买入营业部 | | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2025-08-22 | 安凯微 | 688620 | 12.11 | 200.06 | 16.52 | 机构专用 | 粤开证券股份有限 公司黄埔分公司 | | | 2025-08-22 | 安凯微 | 688620 | 12.11 | 200 16.52 | | 国投证券股份有限 公司连云港郁州北 路证券营业部 | 粤开证券股份有限 公司黄埔分公司 | | | 交易日期 | 证券简称 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | ...

格隆汇8月21日丨安凯微(688620.SH)在互动平台表示，公司暂没有应用涉及液冷服务器相关业务。 ...

格隆汇8月21日丨安凯微(688620.SH)在互动平台表示，公司暂没有应用涉及液冷服务器相关业务。 ...

蓝牙芯片方面，第五代蓝牙音频芯片已正式发布，支持经典蓝牙+BLE双模，具备低功耗、高品质音 频、稳定兼容性等优势，适用于AI耳机、AI头盔等智能音频设备。BLE芯片新品AK1037系列已完成试 产准备，面向智能门锁控制主板，客户项目正陆续推进。音频SoC产品AK1080在A2DP播放模式下功耗 仅为4mA，并支持端侧唤醒与云端语音助手结合，实现人机智能语音交互。 在人机交互方向，公司HMI芯片产品应用持续扩展，KM02X/Y芯片已进入中控屏、智能玩具等场景； 第五代HMI应用处理器正在研发中，将进一步强化边缘计算能力。 不仅如此，公司在智能门锁、智能录音笔、AI玩具等细分领域持续推进产品量产落地。例如，面向智 慧办公推出的智能录音笔方案，可对接多家主流大模型平台，快速调取语音识别与内容摘要功能，具备 毫秒级响应与动态功耗控制能力，已进入市场化阶段。 8月13日晚，安凯微(688620)发布2025年半年度报告，报告期内，公司聚焦智能化终端与物联网终端需 求的深度融合，持续加大研发投入，夯实核心技术能力，推动多款创新型芯片产品进入试产或量产阶 段。围绕智能视觉、音频通信、人机交互、智能穿戴等核心方向，公司不断拓 ...

Core Viewpoint - Ankai Microelectronics (688620) reported a significant decline in net profit, with a decrease of 740.87% year-on-year, indicating severe financial challenges and operational difficulties in the semiconductor industry [1]. Financial Performance Summary - Total revenue for the first half of 2025 was 234 million yuan, down 3.02% from 242 million yuan in the same period of 2024 [1]. - The net profit attributable to shareholders was -49.25 million yuan, compared to -5.86 million yuan in the previous year, reflecting a drastic decline [1]. - Gross margin decreased to 15.28%, down 21.9% year-on-year, while net margin fell to -21.02%, a drop of 767.01% [1]. - Total operating expenses (sales, management, and financial expenses) amounted to 14.88 million yuan, representing 6.35% of revenue, an increase of 95.65% year-on-year [1]. Key Financial Metrics - Earnings per share (EPS) dropped to -0.13 yuan, a decrease of 1200.00% compared to -0.01 yuan in the previous year [1]. - Operating cash flow per share was -0.14 yuan, down 1733.05% from 0.01 yuan [1]. - The company's cash and cash equivalents decreased by 27.71% to 222 million yuan [3]. Changes in Financial Items - The decrease in prepaid expenses was 82.14%, attributed to reduced advance payments for production orders [3]. - Other current assets saw a decline of 75.26%, due to a decrease in input tax credits [3]. - The company reported a 251.77% increase in construction in progress, linked to increased procurement of photomasks [3]. Revenue and Cost Analysis - Revenue decreased by 3.02%, primarily due to intensified competition in the semiconductor market, leading to price pressures on certain products [4]. - Operating costs increased by 2.15%, driven by a 7.57% rise in chip shipment volumes [4]. - Sales expenses decreased by 14.27%, while management expenses rose by 9.09% due to increased salaries and depreciation [4]. Cash Flow and Investment - Net cash flow from operating activities decreased significantly by 1733.05%, attributed to reduced cash receipts from sales and government subsidies [8]. - Net cash flow from investing activities increased by 140.42%, due to higher cash payments for fixed assets and long-term assets [8]. - Net cash flow from financing activities decreased by 68.38%, primarily due to increased cash payments for debt repayment [9]. Strategic Developments - The company is focusing on expanding its product offerings in the semiconductor sector, particularly in low-power smart visual chips for smart glasses [13]. - Ankai Microelectronics is actively pursuing opportunities in artificial intelligence and IoT, with plans to enhance its product lines to include intelligent processing capabilities [14]. - The company has a strong emphasis on international markets, with over 50% of its revenue coming from exports in 2023 and 2024 [15].

证券之星消息，8月14日半导体板块较上一交易日上涨1.06%，龙图光罩领涨。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。半导体板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688721 | 龙图光罩 | 53.72 | 12.98% | 12.93万 | | 7.12亿 | | 688256 | 寒武纪 | 949.00 | 10.35% | 15.07万 | | 140.35 Z | | 688041 | 海光信息 | 152.49 | 8.83% | 78.90万 | | 120.20亿 | | 688110 | 东芯股份 | 93.25 | 4.58% | 39.86万 | | 37.14亿 | | 688591 | 泰凌微 | 52.40 | 4.26% | 18.81万 | | 9.97亿 | | 688347 | 表可公司 | 70.50 | 3.62% | 28.94万 | | 20.3 ...

2024年，安凯微实现营业收入5.27亿元，同比减少7.94%；归属于上市公司股东的净利润-5676.82万元，同比 减少311.48%；归属于上市公司股东的扣除非经常性损益的净利润-6239.42万元，同比减少945.74%；经营活动 产生的现金流量净额-5998.89万元，同比减少428.78%。 安凯微的实际控制人为NORMAN SHENGFA HU(胡胜发)，美国国籍。 2023年6月27日，安凯微在上交所科创板上市，发行新股39,200.00万股，发行价格10.68元/股。安凯微的保荐 机构(主承销商)为海通证券股份有限公司(现名"国泰海通证券股份有限公司")，保荐代表人为周成材、吴熠 昊。 中国经济网北京8月14日讯安凯微(688620.SH)昨晚发布2025年半年度报告。2025年上半年，安凯微实现营业收 入2.34亿元，同比下降3.02%；归属于上市公司股东的净利润-4925.07万元，上年同期为-585.71万元；归属于 上市公司股东的扣除非经常性损益的净利润-4932.77万元，上年同期为-1059.65万元；经营活动产生的现金流 量净额为-5657.51万元，上年同期为346.44万元。 ...

报告期内，安凯微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，公司的业绩同比下降，研发投入占营业 收入的比例同比增加。 8月13日，安凯微发布2025年半年度业绩报告称，H1公司实现营业收入23,430.71万元，较去年同期减少728.6万元，同比下降3.02%；实现归属于上市公司股 东的净利润-4,925.07万元，同比减少4,339.36万元；实现归属于上市公司股东的扣除非经常性损益的净利润-4,932.77万元，同比减少3,873.12万元。 基本每股收益和稀释每股收益、扣除非经常性损益后的基本每股收益均同比下降；加权平均净资产收益率同比减少3.1个百分点，扣除非经常性损益后的加 权平均净资产收益率同比减少2.8个百分点。 另外，经营活动产生的现金流量净额同比下降-1,733.05%，主要是销售商品、提供劳务收到的现金减少所致。 报告期内，公司积极投入研发资源，继续加大研发投入，研发费用金额6,742.31万元，较去年同期增长7 ...