Core Viewpoint - The company, Juchip Technology (688049.SH), forecasts a net profit of 204 million yuan for the year 2025, representing an increase of 97.42 million yuan or 91.40% compared to the previous year [1] Group 1: Financial Performance - The company reported a revenue growth of 41.44% year-on-year, with net profit growth reaching 91.40%, indicating a dual advancement in profit scale and quality [2] - The expected net profit for 2025 is 204 million yuan, which is an increase of 97.42 million yuan from the previous year [1] Group 2: Product Development and Market Position - The company is focusing on AI transformation of edge products, significantly increasing R&D investment and accelerating new product iterations [2] - The first-generation in-memory computing technology has successfully led to multiple projects being launched and mass-produced with major brands [2] - The company has introduced the ATW609X chip targeting the smart wearable market, and the second-generation in-memory computing technology IP development is progressing as planned [3] Group 3: Strategic Focus and Future Outlook - The company is enhancing its technology moat by focusing on low power consumption and high computing power for edge devices, with a comprehensive approach to chip hardware, wireless connection technology, audio algorithm upgrades, and ecosystem development [3] - Future strategies include deepening R&D and market promotion of edge AI technology to strengthen product competitiveness and ensure long-term stable development [3]

证券代码：688049 证券简称：炬芯科技 公告编号：2026-003 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。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 炬芯科技股份有限公司 2025 年年度业绩预告 1、经炬芯科技股份有限公司（以下简称"公司"）财务部门初步测算，预计 2025 年年度实现营业收入为 92,200.00 万元，与上年同期（法定披露数据）相比， 将增加 27,012.46 万元，同比增加 41.44%。 2、预计 2025 年年度实现归属于母公司所有者的净利润为 20,400.00 万元，与 上年同期（法定披露数据）相比，将增加 9,741.71 万元，同比增加 91.40%。 3、预计 2025 年年度实现归属于母公司所有者扣除非经常性损益后的净利润 为 19,200.00 万元，与上年同期（法定披露数据）相比，将增加 11,344.61 万元， 同比增加 144.42%。 4、2025 年年度公司净利率预计为 ...

炬芯科技公告，预计2025年年度实现营业收入为9.22亿元，与上年同期相比，将增加2.7亿元，同比增加 41.44%。预计2025年年度实现归属于母公司所有者的净利润为2.04亿元，与上年同期相比，将增加 9741.71万元，同比增加91.40%。预计2025年年度实现归属于母公司所有者扣除非经常性损益后的净利 润为1.92亿元，与上年同期相比，将增加1.13亿元，同比增加144.42%。 ...

Group 1 - The core viewpoint of the news highlights the financial performance and trading activity of Juchip Technology, indicating a significant increase in revenue and net profit year-on-year, alongside notable trading metrics in the stock market [1][2]. Group 2 - As of January 22, Juchip Technology's stock price decreased by 1.20%, with a trading volume of 377 million yuan. The financing buy-in amount for the day was 50.72 million yuan, while the net financing buy-in reached 20.53 million yuan, with a total financing balance of 540 million yuan, representing 5.27% of the circulating market value [1]. - The company reported a revenue of 722 million yuan for the period from January to September 2025, reflecting a year-on-year growth of 54.74%, and a net profit attributable to shareholders of 152 million yuan, which is a 113.85% increase compared to the previous year [2]. - Juchip Technology has distributed a total of 99.35 million yuan in dividends since its A-share listing [3]. - As of September 30, 2025, the number of shareholders increased by 22.56% to 21,000, while the average circulating shares per person decreased by 2.20% to 8,357 shares [2].

炬芯科技股份有限公司 证券代码：688049 证券简称：炬芯科技 公告编号：2026-002 为满足部分暂时闲置募集资金现金管理的需要，炬芯科技股份有限公司（以 下简称"公司"）在上海浦东发展银行股份有限公司珠海分行开立了募集资金理 财产品专用结算账户（账户账号：19610078801000002227）。具体内容详见公司 于 2021 年 12 月 24 日披露于上海证券交易所网站（www.sse.com.cn）的《炬芯 科技股份有限公司关于开立理财产品专用结算账户的公告》（公告编号： 2021-010）。 二、募集资金理财产品专用结算账户的注销情况 截至本公告披露日，公司在上海浦东发展银行股份有限公司珠海分行的募集 资金理财产品专用结算账户（账户账号：19610078801000002227）购买的理财产 品已全部到期赎回，且不再使用上述账户。根据《上市公司募集资金监管规则》 及《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》的相关 规定，公司于近日办理完毕上述理财产品专用结算账户的注销手续。 特此公告。 炬芯科技股份有限公司董事会 2026 年 1 月 17 日 1 关于注销部分募集资 ...

Core Insights - Meta has suggested that EssilorLuxottica SA increase the annual production capacity of its AI glasses, Ray-Ban, to 20 million units or more by the end of 2026, with discussions for further expansion to over 30 million units if demand is strong [1] - The AI glasses industry is seen as a key area for the application of AI technology, integrating features like voice assistance, real-time translation, and navigation reminders [2] Industry Overview - AI glasses are categorized into three types: 1. Non-camera AI glasses focusing on audio and communication features 2. Camera-equipped AI glasses that offer image capture and recognition capabilities 3. Display-equipped AI glasses (AI+AR) that integrate AR optical display technology for real-time output and gesture recognition [3] - The market penetration of AI glasses is currently very low, with a projected sales distribution in 2024 showing 96% for camera AI glasses, 3% for AR+AI glasses, and 1% for audio AI glasses [3] Market Potential - The AI glasses industry is expected to evolve into an AI+AR ultimate form, potentially replacing smartphones as the next generation of smart platforms, offering advantages such as enhanced user experience and immersive interaction [4] - The global market for AI glasses is projected to grow significantly, with shipments expected to rise from 9.93 million units in 2025 to 86.9 million units by 2030, corresponding to a market size increase from 19.7 billion yuan to 161.2 billion yuan, reflecting a compound annual growth rate of 50% [10] Competitive Landscape - Major companies are entering the AI glasses market, with notable product launches including: - Baidu's Xiaodu AI glasses, featuring first-person perspective photography and various smart functions [5] - Huawei's Smart Glasses 2, designed with a stylish aesthetic and advanced translation capabilities [5] - Xiaomi's AI glasses, which support video calls and live streaming [5] - Meta's new AR+AI glasses, marking a significant breakthrough in the field [6] Investment and Development Trends - The AI glasses sector is experiencing rapid investment, with state-owned capital leading the way, and 14 financing events reported in 2024, with nearly 80% from state-owned sources [7] - The industry is characterized by a value chain that includes upstream core components, midstream manufacturing, and downstream branding, with a "smile curve" distribution of value [8] - Companies like Songyuan Technology and Mingyue Lens are positioned to benefit from the growth in AI glasses, with advancements in chip design and optical components [11][12]

风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 1月15日，截止午间收盘，中证2000ETF（563300）跌1.29%，报1.458元，成交额1.90亿元。中证 2000ETF（563300）重仓股方面，信息发展截止午盘跌3.95%，仕佳光子涨2.48%，涛涛车业涨0.39%， 鼎通科技跌0.20%，骄成超声涨2.10%，炬芯科技跌2.19%，泰凌微跌1.03%，成都先导跌6.51%，华锐精 密跌0.09%，瑞可达涨1.54%。 中证2000ETF（563300）业绩比较基准为中证2000指数收益率，管理人为华泰柏瑞基金管理有限公司， 基金经理为李沐阳、柳军，成立（2023-09-06）以来回报为47.98%，近一个月回报为11.99%。 来源：新浪基金∞工作室 ...

Core Viewpoint - The Zhongzheng 1000 Enhanced ETF (561590) opened with a slight increase of 0.20%, priced at 1.492 yuan, reflecting a mixed performance among its major holdings [1] Group 1: ETF Performance - The Zhongzheng 1000 Enhanced ETF (561590) has a performance benchmark based on the Zhongzheng 1000 Index return [1] - Since its inception on November 23, 2022, the fund has achieved a return of 48.67% [1] - Over the past month, the fund's return has been 11.29% [1] Group 2: Major Holdings Performance - Major holdings include: - Jucheng Co., Ltd. down 1.39% [1] - Jingwei Hirain Technologies up 0.67% [1] - Daikin Heavy Industries up 6.98% [1] - Anji Technology down 0.36% [1] - Zhongrong Electric down 2.62% [1] - Hongsoft Technology down 0.05% [1] - Juchip Technology down 0.78% [1] - Huafeng Measurement and Control down 0.46% [1] - Jinlei Co., Ltd. down 0.24% [1] - Shannon Chip Creation down 2.82% [1]

证券日报网讯1月14日，炬芯科技在互动平台回答投资者提问时表示，炬芯科技客户来自中国大陆、欧 洲、日本、韩国、新加坡、北美、澳大利亚、印度等区域，客户地域分布上呈现多元化。公司芯片的销 售模式主要为客户下单后，交付给指定加工厂或ODM厂商，最终集成在AIoT终端产品后整机进行销 售。 ...

证券代码：688049 证券简称：炬芯科技 公告编号：2026-001 炬芯科技股份有限公司2026年第一次临时股东会决议公告 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： ● 本次会议是否有被否决议案：无 一、会议召开和出席情况 （一）股东会召开的时间：2026年1月13日 （二）股东会召开的地点：珠海市高新区唐家湾镇科技四路1号炬芯科技股份有限公司会议室 （三）出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及其持有表决权数量的情 况： ■ 注：截至本次股东会股权登记日，公司股份总数为175,167,650股，其中公司回购专用账户中股份数为 887,155股，根据《上市公司股份回购规则》等有关规定，上市公司回购专用账户中的股份，不享有股 东会表决权，故本次股东会享有表决权的股份总数为174,280,495股。 （四）表决方式是否符合《公司法》及公司章程的规定，股东会主持情况等。 二、议案审议情况 （一）非累积投票议案 1、议案名称：关于预计2026年度日常关联交易的议案 审议结果：通过 表决 ...