Core Viewpoint - The company has developed chips and solutions that support various mainstream AI eyewear categories, including AI audio glasses, AI photography glasses, and AI display/projector glasses, enabling core functionalities such as video, audio, and wireless connectivity [1] Group 1: Product Development - The company's AI eyewear-related chips have already achieved mass production [1] - Upcoming products based on the company's chip solutions are in the promotion and customer project development stages, with expectations for more customer products to be launched and mass-produced in the future [1] Group 2: Partnerships and Market Presence - The Fourth Paradigm Group released AI smart glasses based on the company's chip solutions in October 2025 [1] - Haosheng Technology launched AI cycling glasses utilizing the company's solutions [1] - At the ongoing CES 2026, partners showcased AI eyewear products based on the company's chips [1]

证券日报网1月8日讯，安凯微在接受调研者提问时表示，公司目前蓝牙芯片可以用于AI耳机、AI眼 镜、音箱、智能穿戴类(如智能头盔、智能手表/手环等)、智能玩具等。 ...

证券日报网1月8日讯，安凯微在接受调研者提问时表示，公司经过多年自主创新形成了多项核心IP，主 要分布在机器学习、SOC、ISP、音视频图像图形、短距离通讯等领域；形成了一套切实可行的研发及 量产流程；拥有一支专业覆盖面广的研发团队；芯片某些关键指标(如低功耗、图像信号处理等)业界竞 争处于优势地位，验证了团队、流程和技术的可行性和竞争力。与此同时，公司拥有数百项境内外知识 产权(包括专利、软著、集成电路布图设计等等)，也能对公司的技术起到较为有效的保护作用。随着端 侧、边缘侧智能化需求兴起和普及、具身智能的发展，像公司这类平台型的企业能更迅速响应客户对功 能高集成、低功耗等需求，快速利用自身技术积累推出性能指标有竞争力的芯片产品，以抓住新品类发 展的机会。 ...

证券日报网1月8日讯，安凯微在接受调研者提问时表示，思澈专注于AIoT领域高性能SoC芯片的研发与 销售，以智能穿戴设备为核心场景，提供集成蓝牙通信、图形引擎的超低功耗异构物联网平台芯片解决 方案，并逐步拓展至智能家居、工业仪器等多元应用。其技术水平较高，与细分市场同类产品对比，在 射频、功耗等核心指标方面有领先优势。目前思澈的产品被小米、荣耀亲选、Keep、OnePlus、 Pebble、小寻等国内外知名品牌厂商采用。近期基于思澈芯片的PebbleRound2智能手表正式发布。 ...

近日，安凯微在接受机构调研时表示，公司AI眼镜相关芯片已正式实现量产，后续将有更多搭载该芯片的终端产品上市。 安凯微的芯片和解决方案已覆盖AI音频眼镜、AI拍摄眼镜、AI显示/投影眼镜等主流品类，支持视频、音频、无线连接等核心功能。低功耗蓝牙芯片还可广 泛应用于AI耳机、智能穿戴、智能玩具等多个场景。 目前，安凯微已与第四范式集团微克、浩声科技等企业达成合作，相关AI智能眼镜、AI骑行眼镜产品已顺利推出。在CES2026展会上，还有合作伙伴携基于 其芯片的AI眼镜产品亮相。 安凯微表示，还有更多终端产品的方案在推广和客户项目开发阶段，后续预计还会有更多客户产品上市及量产。 （校对/黄仁贵） - 12 20 11 20 12 20 12 -18 and ry and and the program and the first of the f a " 72337" 2 - 1 1 2 2 2 20 4 - 1 - 9 - 9 - 9 - 9 - 9 - 1 // Ad > 10 that 1 = l an 11 25 Prifil 1.50 P.1 11 2 2 and and and the search o ...

Group 1: Company Overview - Company "巨星农牧" has successfully progressed in its 2025 operational plan, with key indicators showing a cumulative sale of 3.9144 million pigs from January to November, nearing the annual target of over 4 million pigs [1][34] - The total cost of commodity fattened pigs in November was approximately 6.2 yuan per jin, lower than the annual target of 6.5 yuan per jin, with a continuous downward trend expected to reach 6.0 yuan per jin [1][34] - The company has established a core risk defense covering finance, production, and assets to ensure financial health and operational safety [3][34] Group 2: Strategic Initiatives - The company is actively responding to national policies by halting the construction of new breeding farms and eliminating inefficient production capacity to improve breeding quality [3][34] - Innovations are focused on key technologies such as genetic inheritance, precision nutrition, and biosecurity, with an emphasis on applying artificial intelligence (AI) in behavior monitoring and market forecasting [3][34] - The company is laying out a strategic blueprint for competitive migration in the industry chain by enhancing efficiency and cost control [4][34] Group 3: Financial Performance - Projected revenue for 2025 is 7.5 billion yuan, reflecting a growth rate of 23.39% compared to 2024 [7][37] - The net profit attributable to shareholders for 2025 is estimated at 175 million yuan, with a significant decrease of 66.30% compared to 2024 [7][37] - The diluted earnings per share for 2025 is expected to be 0.34 yuan, with a price-to-earnings ratio (PE) of 53.90 [7][37] Group 4: Company "咸亨国际" Overview - The company aims to unlock stock incentives in 2025 based on achieving revenue of 4.5 billion yuan or a net profit of 260 million yuan, representing growth of approximately 24.8% and 18% respectively compared to 2024 [9][39] - The company maintains a stable cash dividend ratio above 60%, with cumulative dividends exceeding the IPO fundraising amount [9][39] Group 5: Robotics Application and Market Strategy - As an MRO service provider, the company focuses on energy, transportation, and emergency sectors, with significant market potential for robotics applications [10][40] - The company has been expanding into special robotics since entering the drone industry in 2012, with plans to develop quadruped robots and humanoid robots by 2026 [10][40] - The company possesses a comprehensive system capability that includes perception, decision-making, and execution, leveraging AI for enhanced operational efficiency [10][40] Group 6: Company "安凯微" Overview - The company specializes in IoT smart hardware SoC chips, with a focus on applications in smart homes, security, and industrial IoT [27][57] - The global market for home cameras is projected to reach 21.491 million units by 2025, with the company holding over 20% market share in 2022 and 2023 [27][57] - The company has developed a range of core technologies, including SoC, ISP, and machine learning, with over 75% of its main chip products being self-developed [28][58]

Core Viewpoint - Guangzhou Ankai Microelectronics Co., Ltd. has achieved mass production and shipment of its AI glasses chips, with more terminal product solutions being promoted and developed for customer projects [1] Group 1: Product Development - The company has reported that the cumulative shipment of its computing power chips has reached tens of millions, which are now applied in smart cameras and AI glasses [1] - More customer products are expected to be launched and mass-produced in the future as the company continues to develop its offerings [1] Group 2: Market Outlook - With the promotion and popularization of artificial intelligence technology and the rising demand for AI+ application scenarios, the company anticipates continued growth in the shipment volume of its computing power chips by 2025 [1]

格隆汇12月29日丨安凯微(688620.SH)在互动平台表示，公司带算力芯片累计出货量已达数千万颗，已 应用于智能摄像机、AI眼镜等终端。2025年随着人工智能技术的推广和普及以及AI+场景应用的需求上 升，预计公司带算力芯片出货量会持续增长。 ...

Group 1 - The core viewpoint of the news is that Ankai Micro has shown fluctuations in stock performance, with a year-to-date increase of 17.91% and a recent 2.07% rise on December 25, 2023 [1] - As of December 25, 2023, Ankai Micro's stock price is reported at 11.85 yuan per share, with a total market capitalization of 4.645 billion yuan [1] - The company has experienced a net outflow of main funds amounting to 1.9342 million yuan, with significant trading activity reflected in the buying and selling of large orders [1] Group 2 - Ankai Micro's main business involves the research, design, testing, and sales of core SoC chips for IoT smart hardware, with revenue composition being 79.07% from IoT camera chips and 18.32% from IoT application processors [1] - As of September 30, 2025, Ankai Micro reported a revenue of 351 million yuan, a year-on-year decrease of 5.22%, and a net profit attributable to shareholders of -82.2392 million yuan, a significant decline of 267.46% [2] - The company has distributed a total of 11.76 million yuan in dividends since its A-share listing [3]

安凯微：目前已经有部分芯片实现量产，明后年将陆续放量。 ...