►增长 普冉股份业绩快报：2025年净利润2.08亿元 同比下降28.79% 铁科轨道业绩快报：2025年净利润1.71亿元 同比降20.09% 金冠电气业绩快报：2025年净利润8121.8万元 同比下降10.87% 上声电子业绩快报：2025年净利润1.84亿元，同比下降21.71% 康希诺业绩快报：2025年净利润2787.27万元，上年同期亏损3.79亿元 臻镭科技（维权）业绩快报：2025年净利润1.33亿元，同比增长582.01% 智明达业绩快报：2025年净利润1.1亿元，同比增长466.74% 三友医疗业绩快报：2025年净利润6328.95万元 同比增长451.85% 百奥赛图业绩快报：2025年净利润1.73亿元，同比增长416.37% 绿的谐波业绩快报：2025年净利润1.25亿元 同比增长122.4% 炬芯科技业绩快报：2025年净利润2.05亿元 同比增长91.95% 强一股份业绩快报：2025年净利润3.98亿元 同比增长70.73% 纳微科技业绩快报：2025年净利润1.36亿元 同比增长64.18% 中触媒业绩快报：2025年净利润2.12亿元，同比增长45.55% 泰福泵业业 ...

| 项目 | 本报告期 | 上年同期 | 增减变动幅度（％） | | --- | --- | --- | --- | | 营业总收入 | 92,237.87 | 65,187.54 | 41.50 | | 营业利润 | 20,528.90 | 10,617.75 | 93.35 | | 利润总额 | 20,489.52 | 10,818.79 | 89.39 | | 归属于母公司所有者的净利润 | 20,459.01 | 10,658.29 | 91.95 | | 归属于母公司所有者的扣除非 经常性损益的净利润 | 19,247.11 | 7,855.39 | 145.02 | | 基本每股收益（元） | 1.18 | 0.61 | 93.44 | | 加权平均净资产收益率（%） | 10.46 | 5.83 | 增加 4.63 个百分点 | | | 本报告期末 | 本报告期初 | 增减变动幅度（％） | | 总资产 | 235,666.93 | 216,195.40 | 9.01 | | 归属于母公司的所有者权益 | 204,584.29 | 187,939.18 | 8.86 | | 股本 | 17,51 ...

格隆汇2月26日丨炬芯科技(688049.SH)公布2025年度业绩快报，2025年度，公司实现营业收入9.22亿 元，同比增长41.50%；实现归属于母公司所有者的净利润2.05亿元，同比增长91.95%；归属于母公司所 有者的扣除非经常性损益的净利润1.92亿元，同比增长145.02%。 报告期内，公司加大研发投入，研发投入2.39亿元，同比增长11.21%。公司全力推动芯片产品谱系的迭 代升级，存内计算技术深度赋能全产品线，面向智能穿戴赛道的 ATW609X 芯片正式面市。公司正稳步 推进第二代存内计算技术IP 研发，致力于实现单核 NPU 算力的显著提升、能效比进一步优化及对 Transformer 模型的全面支持。同时，下一代私有协议研发同步推进，以持续提升无线传输带宽、降低 传输延迟、增强抗干扰性能。公司从芯片硬件算力强化、无线连接技术突破、音频算法迭代升级及开发 生态完善四个维度，全方位构筑技术护城河。得益于清晰的战略聚焦与高效的运营执行，公司营业收入 增速显著高于费用增速，规模效应有效带动盈利水平整体提升。未来，公司将继续聚焦下游市场需求， 增强产品矩阵竞争力，将端侧 AI 音频能力注入广阔的 ...

Core Viewpoint - The company, Juchip Technology, reported significant growth in its 2025 financial performance, with substantial increases in revenue and net profit, driven by advancements in AI audio technology and product innovation [1][2][3] Financial Performance - In 2025, the company achieved operating revenue of 922 million yuan, representing a year-on-year increase of 41.50% [1] - The net profit attributable to the parent company was 205 million yuan, up 91.95% year-on-year [1] - The net profit attributable to the parent company after deducting non-recurring gains and losses was 192 million yuan, reflecting a 145.02% year-on-year growth [1] Technological Advancements - The company leveraged its deep audio technology expertise to extend into diverse AIoT scenarios, resulting in impressive operational outcomes and dual advancements in profitability and quality [2] - The first-generation in-memory computing technology audio chips have seen successful project launches and mass production with several leading brands [2] - The company is advancing its second-generation in-memory computing technology IP development, aiming for significant improvements in single-core NPU computing power and energy efficiency [3] Research and Development - R&D investment reached 239 million yuan, an increase of 11.21% year-on-year, emphasizing the company's commitment to product iteration and technological enhancement [3] - The company is focusing on four dimensions: strengthening chip hardware capabilities, breakthroughs in wireless connection technology, upgrading audio algorithms, and improving the development ecosystem to build a robust technological moat [3] Market Position and Future Outlook - The company is experiencing rapid growth in sales of low-latency, high-quality wireless audio products, with increasing market penetration of its Bluetooth audio SoC chip series among leading audio brands [2] - The strategic focus on downstream market demands and enhancing product matrix competitiveness is expected to lay a solid foundation for the company's long-term stable development [3]

炬芯科技公告称，2025年度公司实现营业收入92,237.87万元，同比增长41.50%；归属于母公司所有者 的净利润20,459.01万元，同比增长91.95%；扣非净利润19,247.11万元，同比增长145.02%。报告期内， 公司基于第一代存内计算技术的端侧AI音频芯片推广顺利，产品矩阵协同效应显著。同时，公司加大 研发投入23,922.86万元，同比增长11.21%，推动芯片产品迭代升级。营业利润等指标大幅增长，主要 因营收增长及产品、客户结构优化。数据为初步核算，以年报为准。 ...

午后，寒武纪（688256）股价直线拉升，截至发稿报1173.99元/股，上涨8.44%，最新总市值超4900亿元，成交额超113亿元。 AI芯片板块午后大涨，星宸科技涨超15%，安路科技涨超14%，云天励飞涨超8%。 （文章来源：上海证券报） | 分时 코디 | HK 信 K | 月K 更多 (0) | | --- | --- | --- | | 成份股 | 股吧 | 资讯 | | 名称 最新 | 涨幅 ↓ | 涨跌 | | 星宸科技84.20 | 15.50% | 11.30 | | 301536 證 | | | | 安路科技 35.57 | 14.30% | 4.45 | | 688107 科创 融 | | | | 云天励飞-U 91.85 | 8.54% | 7.23 | | 688343 科创 融 | | | | 寒武纪-U74.83 | 8.51% | 92.18 | | 688256 科创 融 | | | | 国科微 54.50 | 6.55% | 9.50 | | 300672 融 | | | | 安孚科技58.32 | 4.31% | 2.41 | | 603031 | | | | 海光信息 ...

站在2026年的新坐标回望，中国端侧AI芯片产业已从普惠性的高速增长阶段迈入结构性分化的深水区。这一年，资本市场成为 战略转型引擎，企业通过港股IPO、并购整合与产业基金，加速从技术单点突破转向系统生态构建。技术创新呈现先进制程攻坚 与架构创新突破双轨并行，6nm等先进制程芯片规模商用与存内计算等新范式共促产业升维。市场格局在AIoT领域强者恒强的 同时，机器人等细分赛道已由本土企业主导，全球化进程正从产品出海深化为技术与标准输出。 展望今年，行业将迎来从量的积累到质的飞跃的关键转折。技术演进将聚焦于系统级优化，算力分层、先进封装（Chiplet）及 多模态大模型端侧落地构成核心趋势；AI眼镜、智能汽车、工业医疗三大场景有望集中爆发，驱动市场扩容。竞争本质已升维 为芯片+算法+场景的生态之战，头部集中度将持续提升。与此同时，供应链安全、研发投入平衡、专利标准壁垒等挑战依然严 峻。未来属于那些能实现全栈式系统优化、并构建深厚生态护城河的企业，中国芯片产业正蓄力从国产替代迈向全球引领的新 征程。 2025年回顾：从高速增长到结构分化，行业进入深水区 产业整体从高速增长向结构分化的深刻演进，其背后的核心驱动首先在资 ...

本报记者 贾丽 一台身披红袍的机器狗在商场中庭作揖拜年，一只毛茸茸的AI玩具能够记住全家人的姓名，一副智能 眼镜成为馈赠亲友的新宠……2026年的春节，国内消费者的年货清单正经历着一场深刻变革。 春节期间，《证券日报》记者深入多地消费电子卖场发现，曾经占据C位的烟酒糖茶虽未缺席，但AI玩 具、无人机、智能眼镜等科技硬货已成为年货新顶流。 "从单纯的囤物资到追求情绪价值，从物质丰盛转向情感增值，今年春节消费市场的变迁，折射出AI技 术从'工具'进化为'伙伴'的产业奇点与升华。"中国人工智能学会理事汪镭对《证券日报》记者表示。 AI玩具点燃情感消费 AI玩具、无人机、智能穿戴设备等科技年货在节前的集中展示和促销活动，迅速点燃家庭购置新年货 的热情。成都春熙路广场的"首发春熙 AI黑科技新春派对"现场热闹非凡，消费者竞相体验各类新奇酷 炫的科技年货。2月14日至2月23日，这里展出超100款前沿科技产品，让消费者近距离感受人工智能。 一位不愿具名的Z·Pilot项目经理向《证券日报》记者讲述了一个细节：一款名为芙崽的AI萌宠机器人短 短两天便宣告售罄，即便紧急补货依旧供不应求。"情感类AI玩具目前销售最火爆。很多人 ...

Core Viewpoint - The company has released its 2025 performance forecast, indicating significant growth in revenue and net profit, while continuing to advance its edge AI products and technology iterations [1][2]. Financial Performance - The company expects a total revenue of 922 million yuan for 2025, representing a year-on-year increase of 41.44% - The projected net profit attributable to shareholders is 204 million yuan, reflecting a year-on-year growth of 91.40% - The formal annual report is expected to be released at a later date, with specific timing to be announced [2]. Business Development - The company is actively promoting new products such as edge AI processor chips, with steady progress in the research and development of the second-generation in-memory computing technology IP, aiming for enhanced computing power and energy efficiency - The ATW609X chip, targeting the smart wearable sector, is prepared for release, although the exact timing has not been specified [3]. Related Transactions - The company anticipates a total amount of 82.4 million yuan in daily related transactions for 2026, with relevant proposals approved during the temporary shareholders' meeting on January 13, 2026 - The implementation status of these transactions will be monitored in periodic reports [4].

Company News - Xiamen Airport plans to acquire 100% equity of Zhaoxiang Technology from its controlling shareholder for a cash consideration of 1.193 billion yuan. Zhaoxiang Technology is a comprehensive service provider for civil aviation with capabilities in consulting, research and development, design, implementation, and operation and maintenance [12] - Crystal Material plans to invest 600 million yuan to establish a key materials comprehensive base for the integrated circuit manufacturing industry chain in Pengshan Economic Development Zone, Sichuan. The project is expected to achieve an annual output value of approximately 600 million yuan upon reaching full production [12] - Weitang Industrial signed a strategic cooperation framework agreement with Amphenol (Changzhou) Connection Systems Co., Ltd. on February 12 [12] - Baotai received a marketing approval notice from the European Medicines Agency for Gotenfia (BAT2506), which is used to treat rheumatoid arthritis and ulcerative colitis [13] - Penghui Energy plans to invest 1.2 billion yuan in the construction of a battery production project in Yicheng District, Zhumadian City, with an additional investment of 2.1 billion yuan for a 120Ah cell production project in Zhengyang County, Henan [13] Industry Insights - The National Development and Reform Commission, along with financial regulators and the Civil Aviation Administration, released implementation opinions to promote the high-quality development of low-altitude insurance. By 2027, a mandatory insurance system for unmanned aerial vehicles is expected to be established, with a diverse range of low-altitude insurance products to meet various application scenarios [7] - Peking University announced the development of the world's first large-scale quantum communication network based on integrated optical quantum chips, which has strong market demand. The global Ethernet optical module market is expected to continue growing rapidly, driven by strong demand for AI infrastructure [9] - ViDi Technology's performance exceeded expectations, with a sales forecast of $13.25 billion to $13.75 billion for 2026, significantly above market expectations. The global market for power and liquid cooling solutions is anticipated to continue growing due to increasing demand in AI infrastructure [10]