③光芯片+CPO+F5G+数据中心+光纤+激光雷达！公司的硅光模块用CW DFB激光器芯片已获得业内 客户验证并实现小批量出货。 2月2日提示《电能+算力+高速铜缆+智能电网+特高压！公司子公司1月份中标/签约合同订单超30亿 元》，远东股份今日高开不到1%，但全天强势震荡走高，尾盘封死涨停；2月2日提示提示《光伏 +TOPCon电池+钙钛矿电池+HJT电池+储能+商业航天！公司目前海外在手储能订单已超 12GWh》，天合光能今日高开2%，随后震荡爬升，最终收涨7.76%；2月2日提示《半导体+人工智 能+物联网+国产芯片+星闪概念！公司正式进军Wi-Fi 6E高速数通与透传市场》，乐鑫科技今日低开 高走，收涨2.72%。 【今日速览】 ①智能制造+工业母机+液冷/导热+机器人+AI硬件！公司签署4.8亿元机器人零部件及组装供货合 同； ②智能电网+航天航空+可控核聚变+军工+国产芯片！公司在可控核聚变领域已初步形成相关产品布 局； 前言 面对每晚海量的公告无从下手？《公告臻选》助你高效决策！专业筛选每晚最重要的关键公告，提供通 俗易懂的深度解读，揭示复杂术语背后的投资机会。助你10分钟掌握市场全貌，决胜开盘 ...

证券日报网讯 2月3日，乐鑫科技在互动平台回答投资者提问时表示，公司推出独立的处理器产品线， 可以让开发者获得足够强的算力；同时继续提供高质量、低功耗的连接芯片，两者可以灵活组合，满足 不同客户的系统架构。基于RISC-V自研IP的AI端侧芯片研发及产业化项目预计建设周期为2年，新一代 端侧AI芯片将针对快速发展的智能家居、智能控制等终端市场，研制具有高度集成、高可靠性、低延 迟、低功耗等特点，并可快速完成AI推理或计算任务的新一代端侧SoC。 （文章来源：证券日报） ...

Core Viewpoint - Lexin Technology (688018.SH) announced its first share buyback on February 3, 2026, through the Shanghai Stock Exchange, indicating a strategic move to enhance shareholder value [1] Group 1 - The company repurchased a total of 10,074 shares, which represents 0.0060% of its total share capital [1] - The highest price for the shares during the buyback was 160.30 RMB per share, while the lowest price was 160.00 RMB per share [1] - The total amount spent on the buyback was 1,614,517.80 RMB, excluding transaction fees such as stamp duty and commission [1]

证券日报网讯2月3日，乐鑫科技在互动平台回答投资者提问时表示，公司运营正常，公司已于2月3日发 布公司回购股份方案以稳定市场信心。 ...

证券代码：688018 证券简称：乐鑫科技 公告编号：2026-004 乐鑫信息科技（上海）股份有限公司 关于以集中竞价交易方式回购公司股份的 回购报告书 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。 重要内容提示： 乐鑫信息科技（上海）股份有限公司（以下简称"乐鑫科技"或"公 司"）本次拟回购股份，主要内容如下： 5、回购资金来源：公司自有资金。 相关股东是否存在减持计划 1、拟回购股份的用途：用于员工持股或股权激励计划。若公司未能在股份 回购实施结果暨股份变动公告日后 3 年内使用完毕已回购股份，尚未使用的已回 购股份将予以注销（目前可用于员工持股或股权激励的已回购股份尚有余量，本 次回购股份有可能提前注销）。如国家对相关政策作调整，则本回购方案按调整 后的政策实行； 2、回购资金总额：不低于人民币 5,000 万元（含），不超过人民币 10,000 万元（含）； 3、回购价格：不超过人民币 170.29 元/股（含）； 4、回购期限：自公司董事会审议通过本次回购股份方案之日起 3 个月内； 公司的董事、高级管理人员 ...

证券代码：688018 证券简称：乐鑫科技 公告编号：2026-005 乐鑫信息科技（上海）股份有限公司 关于以集中竞价交易方式首次回购公司股份的公告 一、回购股份基本情况 2026 年 2 月 2 日，公司召开第三届第十三次董事会会议，审议通过了《关 于以集中竞价交易方式回购公司股份的议案》，同意公司以集中竞价交易方式回 购公司股份，回购资金总额不低于人民币 5,000 万元（含），不超过人民币 10,000 万元（含）；回购价格不超过人民币 170.29 元/股（含）；回购期限自公司董事 会审议通过本次回购股份方案之日起 3 个月内。具体内容详见公司于 2026 年 2 月 3 日、2026 年 2 月 4 日在上海证券交易所网站(www.sse.com.cn)上披露的《关 于以集中竞价交易方式回购公司股份方案的公告》（公告编号：2026-003）、《关 于以集中竞价交易方式回购公司股份的回购报告书》（公告编号：2026-004）。 二、首次实施回购股份基本情况 成交的最高价为 160.30 元/股，最低价为 160.00 元/股，支付的资金总额为人民币 1,614,517.80 元（不含印花税、交易佣金 ...

Core Insights - The article discusses the transformation of the technology industry driven by the integration of AI into various end-user devices, highlighting the critical role of domestic System-on-Chip (SoC) manufacturers in this shift [1][2]. Group 1: AI Migration to Edge Devices - The migration of AI capabilities from cloud to edge devices is driven by technological maturity, demand pressures, and cost optimization [2][3]. - Technological advancements, particularly in specialized Neural Processing Units (NPU), have enabled significant improvements in edge device performance, overcoming previous limitations related to power consumption and size [2][3]. - Consumer demand for personalized and real-time AI experiences, along with stringent requirements in industrial applications, has accelerated the adoption of edge AI solutions [2][3]. Group 2: Cost Optimization and Market Growth - The reduction in production costs due to semiconductor industry maturation has made edge AI more economically viable, fostering a positive cycle of cost reduction and widespread adoption [3]. - The year 2023 marks the beginning of edge AI technology deployment, with significant growth expected in 2024 and a projected explosion in market size by 2025, which is anticipated to be recognized as the "Year of Edge AI" [3][4]. Group 3: Performance of Domestic SoC Companies - Six domestic SoC companies, referred to as the "Six Little Dragons," have shown robust performance in the first three quarters of 2025, with most achieving revenue and net profit growth [4][5]. - Notable companies include: - **Rockchip**: Projected revenue of 43.87 to 44.27 billion yuan for 2025, with a net profit increase of 71.97% to 85.42% [6]. - **Allwinner Technology**: Expected net profit growth of 50.53% to 76.92% for 2025 [6]. - **Zhongke Blue Communication**: Anticipated revenue growth of 0.60% to 1.70% for 2025 [6]. Group 4: Company-Specific Insights - **Rockchip**: Positioned as a leader in edge AI with a comprehensive AI development ecosystem, serving major clients like SONY and Xiaomi [7]. - **Amlogic**: Dominates the smart home terminal market, with significant revenue from multimedia SoC chips and a strong client base including Xiaomi and Haier [8][9]. - **Espressif Systems**: Focuses on smart home applications, utilizing an open-source model to lower AI development barriers for clients [10][11]. - **Allwinner Technology**: Specializes in visual AI applications, leveraging its expertise in multimedia chips for various consumer and industrial applications [12]. - **Hengxuan Technology**: A leader in audio AI, providing low-power wireless SoC chips for a range of smart devices [13]. - **Zhongke Blue Communication**: Competes in the audio AI SoC market with a focus on cost control and high value [14]. Group 5: Future Trends in Edge AI - AI glasses are identified as a key application area for edge AI, with the potential for significant market growth as technology matures [15][16]. - Various SoC solutions for AI glasses are emerging, including high-performance systems and cost-effective MCU-based designs, indicating a competitive landscape among domestic manufacturers [16][17].

Core Insights - The global wireless IoT chip market is projected to reach $13.13 billion in 2024 and $32.81 billion by 2031, with a CAGR of 14.34% from 2025 to 2031 [3] - The Chinese market is a key variable influencing global trends, expected to grow from $4.77 billion in 2024 to $12.74 billion by 2031, increasing its global share from 36.3% to 38.8% [8] - Major players in the wireless IoT chip market include Qualcomm, Texas Instruments, Semtech Corporation, and Nordic Semiconductor, with the top ten companies holding approximately 71% market share in 2024 [7] Market Size and Growth - The wireless IoT chip market is expected to grow significantly, with sales reaching $13.13 billion in 2024 and projected to hit $32.81 billion by 2031, indicating a robust growth trajectory [3] - The CAGR of 14.34% from 2025 to 2031 highlights the increasing demand for wireless IoT solutions [3] Competitive Landscape - The market is characterized by high concentration, with the top ten manufacturers accounting for about 71% of the market share in 2024 [7] - Key manufacturers include Qualcomm, Texas Instruments, and Nordic Semiconductor, among others, indicating a competitive environment where leading firms are likely to strengthen their market positions [7] Regional Analysis - The Chinese market is crucial for global trends, with a projected market size of $4.77 billion in 2024, expected to grow to $12.74 billion by 2031, thus increasing its global market share [8] - The rapid growth in the Chinese market is anticipated to accelerate local supply chain collaboration and domestic substitution, making it one of the most competitive regions in the coming years [8] Product Types and Technology Trends - Bluetooth and Bluetooth Low Energy (BLE) are expected to remain the largest technology routes, with a market share of approximately 57.3% in 2024, declining to 52.5% by 2031 [10] - Wi-Fi IoT is projected to increase its share from 21.7% in 2024 to 23.6% in 2031, driven by the demand for direct connectivity and higher bandwidth [10] - Smart home applications are expected to remain the core scalable deployment scenario, with a market share of about 34.1% in 2024 and a projected CAGR of 14.2% from 2025 to 2031 [10] Industry Chain Analysis - The wireless IoT chip industry encompasses the research, design, and sales of wireless communication chips, along with custom chip services and semiconductor IP licensing [11] - The health of upstream raw material supply directly impacts the stability and sustainability of the entire industry chain [13] Upstream Supply Analysis - The supply of raw materials for wireless IoT chips is characterized by global concentration and reliance on imports, with a notable acceleration in domestic substitution [13] - Silicon wafers, essential for chip manufacturing, are primarily supplied by companies in Taiwan, Japan, and South Korea, highlighting the importance of these regions in the global supply chain [13] Policy Analysis - Various policies are being implemented to support the development of the wireless IoT chip industry, including initiatives to enhance digital infrastructure and promote the integration of AI and IoT technologies [15]

Group 1 - Core viewpoint: Companies are announcing significant financial updates, including profit changes, new product approvals, and share repurchase plans [1][2][3][4][5][6][15] Group 2 - Company: Chip导科技 reported a revenue of 394 million yuan for 2025, a year-on-year increase of 11.52%, but a net profit of 106 million yuan, down 4.91% [1] - Company: 亿帆医药's subsidiary received a drug registration certificate for Vitamin K1 injection, which is used for treating vitamin K deficiency [2] - Company: 勤上股份 announced the termination of its share repurchase plan to stabilize stock prices [3] - Company: 极米科技 plans to repurchase shares worth between 50 million and 100 million yuan for employee stock ownership plans [4] - Company: 凌云光 intends to change the purpose of repurchased shares to cancellation, reducing total share capital from 461 million to 457 million shares [5] - Company: 苏州科达's general manager resigned, and the chairman will take over the role to ensure management continuity [6] - Company: 银轮股份 identified 徐铮铮 as a co-actual controller, following a retrospective recognition [7] - Company: 西南证券 received approval to issue bonds up to 14 billion yuan [8] - Company: 上港集团 expects a 1.3% year-on-year increase in container throughput for January [10] - Company: 宁波富达 plans to distribute a cash dividend of 0.7 yuan per 10 shares, totaling 101 million yuan [11] - Company: 协和电子 is investing 5 million yuan in a venture capital fund to enhance its understanding of high-tech industries [12] - Company: 乐鑫科技's controlling shareholder proposed a share repurchase plan of 50 million to 100 million yuan [13] - Company: 奥瑞德's subsidiary plans to invest approximately 145 million yuan in computing power equipment [14] - Company: 上汽集团 reported a 23.94% year-on-year increase in vehicle sales for January [15] - Company: 道恩股份 plans to acquire a foreign company's plastic business for 15.737 million USD [16] - Company: 红相股份 intends to transfer 100% equity of 南通瀚蓝 for 120 million yuan [17] - Company: 长龄液压 announced a tender offer to acquire 12% of its shares at 35.82 yuan per share [19] - Company: 润都股份 faces uncertainty regarding the approval of its innovative drug [20] - Company: *ST东易's asset injection plans face significant uncertainty [21] - Company: 棒杰股份 is undergoing a restructuring process that could improve its financial structure [22] - Company: 绿联科技 has submitted an application for H-share listing in Hong Kong [23] - Company: ST泉为 is facing a creditor's application for restructuring [24] - Company: 海思科's shareholders plan to reduce their holdings by up to 0.89% [25] - Company: 钧崴电子's shareholder plans to reduce holdings by up to 3% [26]

Group 1 - Domestic refined oil prices are expected to increase for the second time this year, with a potential rise of 85 yuan/ton for gasoline and diesel, marking a consecutive price hike if implemented [1] - The 2026 Brain-Computer Interface Developer Conference will be held in Tianjin from February 3 to 4 [2] Group 2 - On February 3, a total of 8 companies will have their restricted shares unlocked, with a combined unlock volume of 1.035 billion shares, amounting to a market value of 19.897 billion yuan at the latest closing price [3] - The companies with the highest unlock volumes include Yipuli (539 million shares), Changjiang Electric Power (461 million shares), and Taihe New Materials (3.2139 million shares) [3] - The companies with the highest unlock market values are Changjiang Electric Power (12.05 billion yuan), Yipuli (7.218 billion yuan), and Taihe New Materials (387 million yuan) [3] Group 3 - A total of 78 companies disclosed stock repurchase progress, with 3 companies announcing new repurchase plans and 1 company having its plan approved by shareholders [4] - The companies with the highest proposed repurchase amounts are XGIMI Technology and Lexin Technology, each planning to repurchase up to 100 million yuan, and Guizhou Yanfeng Platinum Industry with a plan of 1.0863 million yuan [4] - The company Jingji Zhino plans to repurchase up to 795,400 yuan after shareholder approval [4]