Chipsea(SH:688595) Jing Ji Guan Cha Wang·2026-02-14 03:57Core Viewpoint - The company expects revenue growth in 2025 but anticipates a net loss, while also disclosing advancements in automotive-grade MCU and EC chips [1][2]. Group 1: Financial Performance - The company forecasts a total revenue of approximately 848 million yuan for 2025, representing a year-on-year growth of about 21% [2]. - The net loss attributable to the parent company is expected to be around 106 million yuan, which is a reduction in loss of approximately 67 million yuan compared to the previous year [2]. Group 2: Business Developments - The lightweight edge BMC management chip is steadily being introduced to customers due to the growing demand in the edge computing and server markets [3]. - The EC chip has entered the global mainstream laptop supply chain and is being shipped in large quantities [3]. - The automotive-grade MCU chip has been adopted by multiple automotive clients and has achieved mass production [4]. - Pressure touch products are being applied in Quark AI glasses [4]. - The company's AI strategy focuses on "chips + algorithms + solutions" and does not involve the development of AI intelligent agents, emphasizing integration with the full signal chain technology [4]. Group 3: Stock Performance - On February 10, 2026, the stock price fell by 2.97% with a trading volume of 148 million yuan and a net outflow of main funds [5]. - On February 11, 2026, the stock price increased by 2.01% with a trading volume of 76.7 million yuan and a net inflow of main funds [5]. - The stock price experienced a single-day drop of 7.45% on February 2, 2026, with a fund heavily invested in this stock [6]. Group 4: Company Status - As of November 18, 2025, the company announced that the share repurchase plan had not resulted in any share reductions, maintaining a current holding ratio of 1.59% [7].