Core Viewpoint - Chengdu Huami has made significant advancements in the brain-computer interface technology sector, focusing on providing foundational hardware components for signal processing [1] Group 1: Company Developments - The company leverages its integrated circuit design advantages to develop solutions in the brain-computer interface field [1] - Chengdu Huami utilizes high-precision ADCs (Analog-to-Digital Converters) for neural signal acquisition and employs low-power FPGAs (Field-Programmable Gate Arrays) and MCUs (Microcontrollers) for signal post-processing [1] - The company collaborates with prestigious universities such as Shanghai Jiao Tong University and Tianjin University on key projects, some of which have already completed acceptance testing [1] Group 2: Technology and Products - The technology developed by the company covers the full signal chain requirements for both invasive and non-invasive brain-computer interfaces [1] - The product offerings include 24-bit sigma-delta structure high-precision ADCs and low-power MCUs, which are crucial for the development and application of brain-computer interface technologies [1]

成都华微最新一期业绩显示，截至2025一季报，公司营业总收入1.56亿元、同比增长11.86%，归属净利 润2188.18万元，同比减少62.68%，扣非净利润2040.80万元，同比减少42.76%，流动比率4.573、速动比 率3.732、资产负债率22.22%。 天眼查商业履历信息显示，成都华微电子科技股份有限公司，成立于2000年，位于成都市，是一家以从 事软件和信息技术服务业为主的企业。企业注册资本63684.7026万人民币，实缴资本54124.7026万人民 币。公司法定代表人为王策。 金融界消息 截至2025年7月30日收盘，成都华微（688709）报收于32.91元，下跌1.23%，换手率1.6%， 成交量3.50万手，成交金额1.16亿元。 资金流向方面，今日主力资金净流出1482.27万元，占比成交额12.81%。其中，超大单净流出1081.44万 元、占成交额9.35%，大单净流出400.82万元、占成交额3.47%，中单净流出流入604.35万元、占成交额 5.22%，小单净流入877.92万元、占成交额7.59%。 通过天眼查大数据分析，成都华微电子科技股份有限公司共对外投资了3家 ...

一则看似普通的中标公告，却在2025年7月的中国电子测试测量行业激起了巨大波澜。 深圳技术大学斥资149.25万元采购的高带宽实时示波器，中标者并非泰克、是德、力科等传统国际巨 头，而是名不见经传的中国企业——深圳万里眼。公司旗下型号为WX0302的示波器以单通道60GHz带 宽、200GSa/s采样率、1G采样点/通道（可升级至4Gpts）的强悍性能，不仅撕开了《瓦森纳协定》对 ≥60GHz示波器的禁运铁幕，更宣告了中国企业在高端测试仪器领域的突破性崛起。这并非孤例，工信 部电子技术标准化研究院、上海交通大学、中国移动通信研究院等重要机构紧随其后，纷纷将订单投向 万里眼，昭示着国产高端仪器替代浪潮的汹涌来袭。 深圳万里眼公司作为这场技术突围战的先锋，其背景深厚且目标远大。公司由深圳国资委全资控股，拥 有超过500名工程师，其中硕博比例超50%，是典型的"国家队"科创力量。其战略清晰聚焦于构建高端 示波器、高端信号源/频谱仪、高端数据通信网络测试仪三大核心平台，旨在突破测试测量领域的"卡脖 子"技术。其TS Pro系列示波器以60G/70G/80GHz带宽、200GSa/s采样率、高达4Gpts存储深度及10 ...

Core Viewpoint - Chengdu Huamei Electronics Technology Co., Ltd. has announced a cash dividend distribution plan, with a cash dividend of 0.02 RMB per share, totaling approximately 12.74 million RMB before tax [1][2]. Dividend Distribution Plan - The profit distribution plan was approved at the annual shareholders' meeting held on May 30, 2025 [1]. - The total number of shares for the distribution is based on 636,847,026 shares [1]. - The cash dividend will be distributed to all shareholders registered with China Securities Depository and Clearing Corporation Limited, Shanghai Branch, after the market closes on the registration date [1]. Tax Implications - For individual shareholders holding unrestricted shares for over one year, the cash dividend is exempt from personal income tax, resulting in an actual distribution of 0.02 RMB per share [3]. - For shares held for one year or less, the company will not withhold personal income tax at the time of distribution; tax will be calculated and withheld upon the transfer of shares [3]. - The actual tax burden varies based on the holding period: 20% for shares held for one month or less, 10% for shares held between one month and one year, and no tax for shares held over one year [4]. Distribution to Specific Shareholders - Cash dividends for certain shareholders, including China Zhihua Electronics Group Co., Ltd. and Huada Semiconductor Co., Ltd., will be distributed directly by the company [2]. - For foreign institutional investors, a 10% withholding tax applies, resulting in a net cash dividend of 0.018 RMB per share [5][6]. - Hong Kong investors will also receive a net cash dividend of 0.018 RMB per share after a 10% withholding tax [6]. Contact Information - For inquiries regarding the dividend distribution, shareholders can contact the board office at 028-85136118 or via email at investors@csmsc.com [1].

证券代码：688709 证券简称：成都华微 公告编号：2025-019 成都华微电子科技股份有限公司 2024年年度权益分派实施公告 本公司董事会及全体董事保证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。 重要内容提示： | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/7/17 | 2025/7/18 | 2025/7/18 | 一、 通过分配方案的股东会届次和日期 本次利润分配方案经公司2025 年 5 月 30 日的2024年年度股东会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 3. 分配方案： 本次利润分配以方案实施前的公司总股本636,847,026股为基数，每股派发现 是否涉及差异化分红送转：否 每股分配比例 每股现金红利0.02元 相关日期 1. 发放年度：2024年年度 2. 分派对象： 金红利0.02元（含税），共计派发现金红利12,736,9 ...

Summary of the Conference Call Company and Industry Overview - The conference call primarily discusses the humanoid robot market, highlighting its vast potential with a projected global and Asia-Pacific market size reaching hundreds of billions. The Asia-Pacific region is expected to grow at an annual rate exceeding 20% [2][6][50]. Key Points and Arguments Market Trends and Growth - The humanoid robot market is becoming an investment hotspot due to its applications in unmanned work environments and reducing personnel losses in warfare [2][6]. - Future trends include deep integration with artificial intelligence (AI) and the Internet of Things (IoT), software and operating system upgrades for smart functionalities, market segmentation for diverse business needs, and a focus on sustainable development [2][7][8]. Technological Innovations - Key technologies for humanoid robots include lightweight materials, modular design, high-precision sensors, hydraulic systems, cooling systems, and anti-slip designs. High-precision sensors convert physical signals into digital signals using ADC chips [2][10][12]. - Motion control technology is crucial, utilizing high-precision servo systems with chips like HWD32H743, which have superior floating-point computation capabilities compared to mainstream DSPs [2][16]. AI Chip Development - Current mainstream AI chips, such as Intel's X86 CPU and NVIDIA's GPU, have high power consumption, limiting their application. The company is developing dedicated AI chips, with a current version offering 12 TOPS and plans for a 64 TOPS version to enhance human-robot interaction efficiency [3][22]. Product Portfolio and Applications - The company has a comprehensive layout in the robotics sector, covering industrial, service, special, entertainment, agricultural, medical, educational, and household robots. The focus is on humanoid robots, with an emphasis on chip design and manufacturing for domestic substitution [4][5][37]. - The company’s products include AI chips, embedded CPUs, low-power MCUs, and ADC products, supported by long-term military industry experience, ensuring high reliability and cost advantages [4][38]. Challenges and Solutions - Humanoid robots face challenges in motion capabilities and intelligence, requiring significant improvements in joint flexibility and language skills for better interaction [9][12]. - Cost control is critical for commercialization, as current prices are prohibitively high. Reducing costs involves unified control over chips, mechanical structures, and materials [26]. Ethical and Social Considerations - The development of humanoid robots raises ethical issues, including privacy protection, employment impacts, data misuse, and societal acceptance. Public attitudes towards new technologies can significantly influence their adoption [30][32]. Additional Important Content - The company is transitioning from a task-oriented to a market-oriented approach in product development, engaging directly with customers to better understand their needs [58]. - Future development directions include enhancing military electronics while expanding into civilian sectors, with a focus on rapid market entry for popular products [59]. Conclusion - The humanoid robot industry is poised for significant growth, driven by technological advancements and increasing market demand. The company is strategically positioned to capitalize on these trends through innovative product development and a focus on cost efficiency and reliability.

Group 1 - Chengdu Huawi officially launched a new high-speed, high-precision RF direct sampling ADC chip at the 2025 China (Shenzhen) Integrated Circuit Summit, marking a breakthrough in domestic innovation in the high-speed ADC sector [1] - The newly released HWD12B16GA4 ADC chip features a 4-channel, 12-bit, 16GSPS high-speed A/D converter with an input analog bandwidth of up to 10GHz and a single-channel maximum sampling rate of 16GSPS [1] - The accompanying clock chip HWD6952 supports up to 10 clock channels with an output clock frequency of up to 17GHz, enhancing the overall performance of the ADC system [1] Group 2 - The new chip and its clock chip have complete independent intellectual property rights, with core technologies applied for multiple domestic and international patents, and are manufactured using fully domestic processes [2] - The ADC chip is a key component for analog and digital system interfaces, with applications in radar and electronic countermeasures, 6G wireless communication, optical communication, high-end medical devices, high-end instruments, and drones [2] - The global ADC market is projected to exceed $30 billion in 2024, growing at an annual rate of 7.5%, with domestic high-precision ADCs currently having a localization rate of less than 5% [3] Group 3 - Chengdu Huawi is one of the few companies in China undertaking significant national projects in both digital and analog integrated circuits, with a product range that includes CPLD/FPGA, ADC/DAC, memory chips, bus interfaces, power management, and microcontrollers [3] - The company is advancing in three directions: ultra-large-scale FPGA, high-performance AD/DA conversion chips, and embedded SoC and MCU, aiming to provide a series of low-cost, low-power, compact, and reliable system solutions [4] - The company reports a stable operational status of production lines and a good order situation [4]

Group 1 - The company Chengdu Huami (688709) recently hosted over ten institutional investors for on-site visits and research on June 18 [1] - The company has voluntarily disclosed two new products: a 4-channel 12-bit 16G high-precision RF direct sampling ADC chip and an 8-bit 64G ultra-high-speed AD converter, both of which are self-designed and fully autonomous [1] - The 8-bit 64G ultra-high-speed AD converter features a low bit error rate, supports DC input, and has radiation resistance, making it suitable for applications in aerospace, aviation, detection, perception, wireless communication, laser communication, satellite communication, high-end instruments, and 6G star communication [1] Group 2 - The 4-channel 12-bit 16G high-precision RF direct sampling ADC chip is equipped with the HWD6952 clock chip, supporting up to 10 clock channels and synchronous sampling of up to 8 HWD12B16GA4 ADCs, with applications in radar and electronic countermeasures, 6G wireless communication, optical communication, high-end medical devices, high-end instruments, and drones [1] - The company is advancing in three areas: ultra-large-scale FPGA, high-performance AD/DA conversion chips, and embedded SoC and MCU, aiming to provide a series of low-cost, low-power, compact, and highly reliable SiP, modules, and board-level domestic system solutions [2] - This strategy is intended to create a product ecosystem for signal processing and control within Chengdu Huami [2]

Core Viewpoint - Chengdu Huamei has officially launched a fully autonomous, forward-designed 4-channel, 12-bit high-speed, high-precision A/D converter, setting a new benchmark for domestic high-speed, high-precision ADCs and achieving a technological breakthrough in RF direct sampling high-speed ADC chips [1] Company Summary - The newly released product surpasses various core indicators of both domestic and international counterparts [1] - The product is widely applicable in fields such as phased array radar, wireless communication, high-end instruments, and electronic devices, garnering significant attention from the industry [1] Industry Summary - The launch of this product defines a new industry standard for domestic high-speed, high-precision ADCs [1] - The technological advancements represented by this product are expected to influence the competitive landscape within the ADC market [1]

技术水平方面，该芯片单通道支持采样率 6~16GSPS 可配置，输入模拟带宽 高达 10GHz，噪声谱密度低至-154dBFs/Hz，无杂散动态范围在 8GHz 以内高达 60dB 以上，输出采用 32 对 JESD204C 高速串行接口，支持芯片内和芯片间多通 道同步功能。配套的时钟芯片 HWD6952，支持最多 10 个时钟通道扇出。输入 时钟频率范围 100MHz~500MHz；输出时钟频率范围 10MHz~17GHz；时钟抖动 低至 40fs；最多可支持 8 片 HWD12B16GA4 型 ADC 同步采样。 证券代码：688709 证券简称：成都华微 公告编号：2025-018 成都华微电子科技股份有限公司 关于自愿披露发布 4 通道 12 位 16G 高速高 精度射频直采 ADC 芯片的公告 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、准确性和完整性依法承担法律责任。 成都华微电子科技股份有限公司（以下简称"公司"）研发的多通道高速高 精度射频直采 ADC（模数转换器）及配套时钟芯片于近日成功发布。现将相关 事项公告如下： 一、新产品的基本 ...