证券代码：688153 证券简称：唯捷创芯 公告编号：2026-004 单位：人民币 万元 ■ 二、经营业绩和财务状况情况说明 （一）报告期的经营情况、财务状况及影响经营业绩的主要因素 报告期内，面临射频前端芯片市场日益激烈的竞争态势，公司坚持稳健经营，持续推动公司产品结构优 化，加快产品迭代以及增强产品性能，全年整体业绩呈现增长态势。 2025年度，公司实现营业总收入232,096.23万元，同比增长10.36%；营业利润1,816.24万元，同比增加 5,091.87万元；利润总额1,973.24万元，同比增加4,883.07万元；归属于母公司所有者的净利润4,494.93万 元，同比增加6,867.44万元；归属于母公司所有者的扣除非经常性损益的净利润为2,393.45万元，同比增 加7,660.66万元。基本每股收益0.10元；加权平均净资产收益率1.13%，同比增加1.72个百分点。 唯捷创芯（天津）电子技术股份有限公司 2025年度业绩快报公告 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。 本公告所载2025 ...

Group 1 - The company forecasts an estimated operating revenue of approximately 230 million yuan for the year 2025, representing a growth of about 9.37% compared to the previous year [3] - The projected net profit attributable to the parent company for 2025 is around 45 million yuan, marking a turnaround from a loss to a profit, with an increase of approximately 68.73 million yuan [3] - The estimated net profit attributable to the parent company after deducting non-recurring gains and losses is about 25 million yuan, also indicating a turnaround from a loss to a profit, with an increase of approximately 77.67 million yuan [3] Group 2 - In the previous year, the company reported a total profit of -29.10 million yuan, with a net profit attributable to the parent company of -23.73 million yuan, and a net profit of -52.67 million yuan after deducting non-recurring gains and losses [5] - The earnings per share in the previous year were -0.06 yuan [6] Group 3 - The growth in 2025 is attributed to several factors, including increased sales driven by high-integration modules, the release of demand in automotive and emerging fields, and successful market recognition of product technology advantages [7][8] - The company is actively expanding into new growth areas such as AI edge devices, intelligent robotics, and automotive communication, successfully entering high-growth sectors [8] - The optimization of product structure has improved profit quality, with a significant increase in the proportion of high-margin products, contributing to a positive development of both volume and profit [8]

Core Viewpoint - The company, Weijie Chuangxin (688153.SH), expects to achieve approximately 2.3 billion yuan in revenue for the fiscal year 2025, reflecting a growth of about 9.37% compared to the previous year, and anticipates a net profit of around 45 million yuan, marking a turnaround from losses with an increase of approximately 68.73 million yuan [1][2]. Group 1 - The expected revenue growth for 2025 is driven by the significant increase in sales of high-integration modules, particularly in automotive and emerging sectors, with the long-tail effect of automotive-grade products becoming evident [2]. - The company is actively expanding into new growth areas such as AI edge devices, smart robotics, and in-vehicle communication, successfully entering high-growth markets [2]. - The optimization of product structure has improved profitability, with a notable increase in the revenue share of high-margin products like automotive-grade products and Wi-Fi modules, contributing to a positive development in both volume and profit [2].

2025年度，面临射频前端芯片市场竞争加剧的态势，公司坚持稳健经营，持续推动公司产品结构优化， 加快产品迭代以及增强产品性能，全年整体业绩呈现增长状态。 2025年年度业绩增长主要得益于以下方面：1.高集成度模组驱动销量增长，车规与新兴领域需求释放： 高集成度模组销量显著提升，产品技术优势获得市场认可。车规级产品的长尾效应逐步显现，往期订单 持续交付与新增订单形成叠加效应，推动销量稳步攀升。Wi-Fi模组销量快速增长，成为业绩增长的重 要引擎。2.应用场景多元化开拓新增长点，新兴领域需求爆发：公司积极布局AI端侧设备、智能机器人 及车载通信等新兴领域，产品成功切入高成长性赛道。3.产品结构优化提升盈利质量，高毛利产品占比 攀升：车规级产品、Wi-Fi模组等新品的收入占比大幅提升，其高附加值特性有效拉动了整体盈利水 平，叠加供应链成本管控能力的增强，实现了量利齐升的良性发展。 格隆汇1月27日丨唯捷创芯(688153.SH)公布，经财务部门初步测算，预计2025年年度实现营业收入 230,000.00万元左右，与上年同期相比，增长约9.37%。预计2025年年度实现归属于母公司所有者的净 利润4,500.00万 ...

Core Insights - The surge in Apple-related stocks is driven by strong early sales of the iPhone 17 series, which outperformed the iPhone 16 series by 14% in both China and the U.S. [1][3] - The recent easing of trade tensions has positively impacted the consumer electronics sector, contributing to the rise in stock prices [1] - Analysts are optimistic about Apple's long-term product roadmap, which is expected to drive revenue and profit growth in the coming years [4] Stock Performance - Apple stocks in the U.S. rose approximately 4%, reaching a record high of $262.24 per share, with a market capitalization of $3.89 trillion [2] - In the A-share market, stocks such as Huanxu Electronics and Luxshare Precision hit the daily limit, while others like Lens Technology and Xinwei Communication saw gains exceeding 7% [1][2] - A total of 130 Apple-related stocks closed higher, with significant gains observed across various companies [2] Market Dynamics - The upcoming 2025 Double 11 shopping festival on Tmall has already shown strong sales for Apple products, with the iPhone series achieving sales exceeding last year's total within the first hour [3] - The iPhone 17 base model has seen particularly strong sales in China, nearly doubling its sales figures, while the iPhone 17 Pro Max has experienced rapid demand growth in the U.S. [3] Analyst Outlook - Melius Research highlighted that Apple's product roadmap is the strongest in years, with new product categories expected to drive revenue growth [4] - Loop Capital upgraded Apple's rating from "Hold" to "Buy," anticipating a positive trend in iPhone demand and sustained growth in shipments through 2027 [4] - Institutions have shown increased interest in Apple supply chain companies, with over 30 firms being researched since September, indicating a bullish sentiment towards the sector [5] Industry Trends - The consumer electronics sector is experiencing heightened activity, driven by the performance of Apple-related stocks [6] - AI integration in consumer electronics is becoming a key innovation driver, with expectations for Apple devices to exceed sales forecasts [7] - The shift towards AI capabilities in devices is anticipated to create new investment opportunities in the consumer electronics market [7]

Core Viewpoint - The report from Dongwu Securities indicates that the A-share market is expected to enter a new phase of "East Rising, West Falling" trading, driven by liquidity overflow from a weak dollar, which will benefit non-US markets and Chinese assets, with a focus on technology growth styles [1] Investment Direction - Specific investment directions include sectors such as robotics, artificial intelligence, AI edge devices, computing power industry chain, controllable nuclear fusion, military informationization, autonomous driving, innovative pharmaceuticals, solid-state batteries, AI agents, low-altitude economy, and satellite internet [1]