报告期内经营业绩变化的主要原因：1、受部分下游客户需求波动影响，公司芯片量产业务收入下滑， 导致公司营业收入下降;2、受项目情况及收入结构等变化影响，公司毛利率同比下降;3、为进一步巩固 公司在芯片设计服务领域的技术优势，公司持续围绕"IP+平台"开展研发工作，2025年度研发费用同比 增长。 智通财经APP讯， 灿芯股份(688691.SH)发布2025年度业绩快报，报告期内，公司实现营业总收入 72,535.26万元，较上年同比减少33.43%;实现归属于母公司所有者的净利润-11,506.33万元，归属于母公 司所有者的扣除非经常性损益的净利润-12,539.75万元。 ...

格隆汇2月26日丨灿芯股份(688691.SH)公布2025年度业绩快报，报告期内，公司实现营业总收入7.25亿 元，较上年同比减少33.43%；实现归属于母公司所有者的净利润-1.15亿元，归属于母公司所有者的扣 除非经常性损益的净利润-1.25亿元，分别较上年同比减少288.48%和384.70%。 报告期内经营业绩变化的主要原因：1、受部分下游客户需求波动影响，公司芯片量产业务收入下滑， 导致公司营业收入下降；2、受项目情况及收入结构等变化影响，公司毛利率同比下降；3、为进一步巩 固公司在芯片设计服务领域的技术优势，公司持续围绕"IP+平台"开展研发工作，2025年度研发费用同 比增长。 ...

证券代码：688691 证券简称：灿芯股份 公告编号：2026-004 本次变更过程中的相关工作有序进行，变更事项不会对公司 2025 年度财务 报告审计及内部控制审计工作产生不利影响。 灿芯半导体（上海）股份有限公司 特此公告。 关于变更签字会计师的公告 灿芯半导体（上海）股份有限公司董事会 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、准确性和完整性依法承担法律责任。 灿芯半导体（上海）股份有限公司（以下简称"公司"）分别于 2025 年 4 月 25 日、2025 年 5 月 29 日召开了第二届董事会第五次会议、2024 年年度股东 大会，审议通过了《关于聘任公司 2025 年度财务报告审计及内部控制审计机构 的议案》，同意聘任容诚会计师事务所为公司 2025 年度财务报告审计及内部控 制审计机构，具体内容详见公司于 2025 年 4 月 28 日在上海证券交易所网站 （www.sse.com.cn）披露的《关于聘任公司 2025 年度财务报告审计及内部控制 审计机构的公告》。 2026 年 2 月 26 日，公司收到容诚会计师事务所出具的《关于 ...

证券代码：688691 证券简称：灿芯股份 公告编号：2026-003 灿芯半导体（上海）股份有限公司 2025 年度业绩快报公告 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、准确性和完整性依法承担法律责任。 本公告所载灿芯半导体（上海）股份有限公司（以下简称"公司"） 2025 年度主要财务数据为初步核算数据，未经会计师事务所审计，具体 数据以公司 2025 年年度报告为准，提请投资者注意投资风险。 报告期内经营业绩变化的主要原因：1、受部分下游客户需求波动影 响，公司芯片量产业务收入下滑，导致公司营业收入下降；2、受项目情 况及收入结构等变化影响，公司毛利率同比下降；3、为进一步巩固公司 在芯片设计服务领域的技术优势，公司持续围绕"IP+平台"开展研发工 作，2025 年度研发费用同比增长。 报告期末，公司总资产为 164,326.77 万元，较期初减少 5.31%；归 属于母公司的所有者权益为 123,229.76 万元，较期初减少 9.75%。 | | | | 单位：万元 | | --- | --- | --- | --- | | 项目 | 本 ...

Group 1 - The A-share semiconductor market is experiencing a collective surge, with notable stocks such as Guoxin Technology rising over 13% and Xinyuan shares increasing by more than 12% [1] - The semiconductor industry is projected to reach a revenue of $1 trillion for the first time this year, driven by the widespread application of artificial intelligence and computer chips across various economic sectors [1] - The Semiconductor Industry Association (SIA) forecasts that total sales in the semiconductor industry will reach $791.7 billion by 2025, with a further 26% growth expected in 2026 [1] Group 2 - SIA CEO John Neuffer stated that the speed at which the semiconductor market is surpassing the $1 trillion mark is much faster than anticipated, which is a positive sign for the entire business world [1] - The significant demand for new data center computers is generating substantial profits for companies like NVIDIA and Micron Technology, allowing the industry to consistently exceed growth expectations [1] - Previous forecasts suggested that it would take an additional four years for the industry to reach the $1 trillion scale, indicating a remarkable acceleration in growth [1]

Group 1 - The semiconductor sector in the A-share market has shown significant strength, with notable stock increases such as Guoxin Technology rising over 13% and Xinyuan shares increasing over 12% [1] - The semiconductor industry is projected to reach a revenue of $1 trillion this year, driven by the widespread application of artificial intelligence and computer chips across various economic sectors [1] - The Semiconductor Industry Association (SIA) forecasts that total sales in the semiconductor industry will reach $791.7 billion by 2025, with a further 26% growth expected in 2026 [1] Group 2 - SIA CEO John Neuffer stated that the semiconductor market's rapid growth to surpass the $1 trillion mark is a positive sign for the entire business world, with demand for new data center computers significantly benefiting companies like NVIDIA and Micron Technology [1] - Previous forecasts suggested that it would take an additional four years for the industry to reach the $1 trillion scale, indicating a faster-than-expected growth trajectory [1]

Core Viewpoint - Company focuses on the development of high-speed interface IP and high-performance analog IP, indicating a strategic emphasis on advanced technology solutions in the semiconductor industry [1] Group 1: High-Speed Interface IP - The company is currently developing various high-speed interface IPs, including DDR, SerDes, PCIe, MIPI, PSRAM, and TCAM [1] Group 2: High-Performance Analog IP - The company is also engaged in the research and development of high-performance analog IPs, which include ADC, PLL, and PMU [1]

Core Viewpoint - Company expects a net loss attributable to shareholders of 110 million to 150 million yuan for the year 2025, indicating a challenging financial outlook due to market conditions [1] Financial Performance - Revenue and gross margin are projected to decline year-on-year due to fluctuations in demand from some downstream customers and changes in revenue structure [1] Research and Development - To strengthen its technological advantage in the chip design service sector, the company continues to focus on R&D efforts around the "IP + platform," with R&D expenses expected to increase year-on-year in 2025 [1]

灿芯股份(688691.SH)发布2025年年度业绩预告，预计2025年年度实现归属于母公司所有者净亏损1.1亿 元至1.5亿元。报告期内，受部分下游客户需求波动及收入结构变化影响，公司营业收入和毛利率同比 下降。此外，为进一步巩固公司在芯片设计服务领域的技术优势，公司持续围绕"IP+平台"开展研发工 作，2025年度研发费用同比增长。 ...

Core Viewpoint - Company expects to report a significant net loss for the year 2025, with projections indicating a loss between 150 million to 110 million yuan, representing a year-on-year decline of 280.19% to 345.71% compared to the previous year [1] Financial Performance - The anticipated net profit attributable to the parent company for 2025 is projected to be between -150 million yuan and -110 million yuan, a decrease of 171.04 million to 211.05 million yuan from the previous year [1] - The expected net profit after deducting non-recurring gains and losses is projected to be between -157 million yuan and -117 million yuan, reflecting a decline of 161.05 million to 201.05 million yuan year-on-year [1] Reasons for Performance Change - The primary reasons for the performance change include fluctuations in demand from downstream customers and changes in revenue structure, leading to a decrease in operating revenue and gross margin [1] - To strengthen its technological advantage in the chip design service sector, the company continues to invest in R&D, with R&D expenses expected to increase year-on-year in 2025 [1]