Group 1: Industry Overview - In the first half of 2025, three major domestic chip design companies are experiencing significant milestones, with Haiguang Information aiming to build a platform-based "computing aircraft carrier," Cambricon achieving breakthroughs in commercialization, and Loongson Technology entering a new growth cycle despite ongoing losses [1][4][6]. Group 2: Cambricon's Performance - Cambricon reported a revenue of 2.881 billion yuan in the first half of 2025, a year-on-year increase of 4347.82%, and a net profit of 1.038 billion yuan, marking a turnaround to profitability [2]. - The company achieved positive net profit and net profit excluding non-recurring gains for the first time in the first half of 2025, following a trend of sequential growth in revenue and net profit from Q4 2024 to Q2 2025 [2][3]. - Cambricon's products have been widely recognized and deployed in key industries such as telecommunications, finance, and the internet, indicating successful large-scale commercialization [3]. Group 3: Haiguang Information's Strategy - Haiguang Information achieved a revenue of 5.464 billion yuan in the first half of 2025, a year-on-year growth of 45.21%, and a net profit of 1.201 billion yuan, reflecting a 40.78% increase [4][5]. - The ongoing merger with Zhongke Shuguang aims to create a comprehensive domestic computing giant covering chip design, server, storage systems, and cloud computing services, which is expected to significantly impact China's computing industry [4][5]. Group 4: Loongson Technology's Challenges - Loongson Technology reported a revenue of 244 million yuan in the first half of 2025, a year-on-year increase of 10.9%, but continued to face losses with a net profit of -295 million yuan, a decline of 23.66% [6][7]. - The company is transitioning from a focus on product development to market sales, indicating a new growth phase, but it faces intense competition from domestic and international CPU manufacturers [6][7].

证券代码：688041 证券简称：海光信息 公告编号：2025-033 海光信息技术股份有限公司 关于参加 2025 年半年度科创板芯片设计行业集体业 绩说明会的公告 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个别及连带责任。 重要内容提示： ? 会议召开时间：2025 年 9 月 8 日（星期一）15:00-17:00 ? 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） ? 会议召开方式：上证路演中心网络互动 ? 投资者可于 2025 年 9 月 1 日（星期一）至 9 月 5 日（星期五）16:00 前 登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 investor@hygon.cn 进行提问。公司将在说明会上对投资者普遍关注的问题进行回 答。 海光信息技术股份有限公司（以下简称"公司"）已于 2025 年 8 月 6 日发布 公司 2025 年半年度报告，为便于广大投资者更全面深入地了解公司 2025 年半年 度的经营成果、财务状况，公司计划于 ...

Core Viewpoint - Xingchen Technology (301536) reported a significant increase in revenue for the first half of 2025, achieving approximately 1.4 billion yuan, a year-on-year growth of about 18.6% [1] - The company announced a cash acquisition of 53.3087% of Shanghai Furui Kun Microelectronics for approximately 210 million yuan, marking a strategic move in the AI SoC chip design sector [1] Financial Performance - In Q2 2025, Xingchen Technology achieved revenue of approximately 740 million yuan, reflecting a year-on-year growth of about 12.4% and a quarter-on-quarter growth of about 10.9%, setting a historical record for both half-year and single-quarter revenue [1] - Furui Kun reported revenue of approximately 58.75 million yuan for the first half of 2025, with a performance commitment to achieve a cumulative net profit of no less than 100 million yuan from 2026 to 2028 [1][2] Acquisition Details - The acquisition involves 15 counterparties, with the total equity investment value of Furui Kun estimated at approximately 410 million yuan, leading to a negotiated transaction price of about 210 million yuan [1] - Furui Kun, established in 2014, specializes in Bluetooth chip design and has been recognized as a national-level "specialized and innovative" enterprise [2] Strategic Implications - The acquisition is expected to enhance Xingchen Technology's capabilities in connectivity, audio, and low power consumption, complementing its existing five core IPs [3] - The collaboration aims to create an integrated competitive advantage in the AI SoC chip market, focusing on edge computing and AI model deployment in various terminal devices [3][4] - The strategic move is seen as a transition from a chip supplier to a provider of intelligent IoT solutions, balancing performance, power consumption, and cost [4]

Financial Performance - In the first half of 2025, the company's revenue reached approximately 1.4 billion yuan, representing a year-on-year growth of 18.63% [2][3] - The net profit attributable to shareholders decreased by 7.47% to approximately 120 million yuan compared to the same period last year [2][3] - The net profit after deducting non-recurring gains and losses fell by 15.95% to about 95.6 million yuan [2][3] - The company's total assets increased by 3.05% to approximately 4.43 billion yuan, while the net assets attributable to shareholders grew by 1.96% to around 3.03 billion yuan [2][3] Business Segments Smart Security - Smart security is the largest business line, accounting for about 65.66% of the company's main business in the first half of 2025, with revenue of approximately 909 million yuan, a year-on-year increase of about 12% [4] - The consumer security and overseas markets are gradually increasing their share, with strong growth in emerging markets such as Southeast Asia, the Middle East, Africa, and Latin America [4] Smart IoT - Smart IoT is the second-largest business line, representing about 23.44% of the main business, with revenue of approximately 32.5 million yuan, reflecting a year-on-year growth of about 31.79% [5] - The growth is driven by the rapid development of smart robots, which have become a new growth engine for this segment [5] Smart Automotive - Smart automotive is the third-largest business line, accounting for approximately 10.9% of the main business, with revenue of about 15.1 million yuan, a year-on-year increase of approximately 45.43% [6] - The company is actively expanding its market presence from aftermarket to OEM, with significant growth in demand for automotive-grade chips [6]

Fundraising Overview - The company raised a total of RMB 1,840,000,000.00 from the issuance of 20,000,000 shares at a price of RMB 92.00 per share, with net proceeds after fees amounting to RMB 1,671,699,800.72 [1][2] - The funds were verified by Lixin Certified Public Accountants [2] Fund Usage and Management - As of June 30, 2025, the company has established a dedicated account for the management of the raised funds, ensuring compliance with relevant regulations [4][5] - The company has not used idle funds for temporary working capital during the reporting period [6][9] - The company has approved the use of up to RMB 12 billion of temporarily idle funds for cash management, ensuring that it does not affect project construction or fund safety [7][8] Changes in Fund Allocation - The company has adjusted the internal investment structure and implementation content of its fundraising projects, specifically for the "Vehicle Ethernet Chip Development and Industrialization Project" and the "Research and Development Center Construction Project" [12][13] - The company has utilized RMB 12,213.35 million of self-raised funds for project expenses, which will be replaced by the raised funds later [11] Compliance and Reporting - The company has confirmed that there are no issues with the disclosure of fundraising information, and all management practices comply with regulations [13][21] - The supervisory board has approved the half-year report and the special report on the storage and actual use of raised funds, affirming that the information is accurate and complete [20][22] Upcoming Investor Interaction - The company will participate in a collective performance briefing for the chip design industry on September 8, 2025, to address investor inquiries regarding its half-year performance [24][25]

Core Viewpoint - Zhejiang Zhenlei Technology Co., Ltd. will hold a collective performance briefing for the semiconductor design industry on September 8, 2025, to discuss its 2025 semi-annual results and address investor inquiries [1][2]. Group 1: Meeting Details - The meeting is scheduled for September 8, 2025, from 15:00 to 17:00 [2][3]. - It will take place at the Shanghai Stock Exchange Roadshow Center and will be conducted via video live streaming and online interaction [2][3]. - Investors can submit questions from September 1 to September 5, 2025, through the company's email or the Roadshow Center website [3]. Group 2: Participants and Contact Information - Key participants include Chairman Yu Faxin, Secretary of the Board and CFO Li Na, and Independent Director Zhou Shouli [2]. - For inquiries, investors can contact the Securities Investment Department via phone or email [3].

Core Viewpoint - Chipsea Technology (Shenzhen) Co., Ltd. is holding a collective performance briefing for the semiconductor design industry on September 8, 2025, to provide insights into its semi-annual operating results and financial status [1][2]. Group 1: Meeting Details - The meeting is scheduled for September 8, 2025, from 15:00 to 17:00 [2][3]. - It will be conducted in an online text interaction format via the Shanghai Stock Exchange Roadshow Center [2][3]. - Investors can submit questions from September 1 to September 5, 2025, through the Roadshow Center or via email [3]. Group 2: Participants - Key participants include Chairman and General Manager Mr. Lu Guojian, Vice General Manager Mr. Wan Wei, Financial Director Ms. Tan Lanlan, Secretary of the Board Ms. Zhang Juanling, and Independent Director Mr. Qiu Yunliang [2][3]. Group 3: Investor Participation - Investors can join the performance briefing online on the specified date and time, where the company will address commonly asked questions [2][3]. - Contact information for the Board Office is provided for further inquiries [3][4].

Group 1 - The company, Jiangsu Diao Microelectronics Co., Ltd., will participate in a collective performance briefing for the semiconductor design industry on September 8, 2025, from 15:00 to 17:00 [1][2] - The briefing will be conducted in an online text interaction format, hosted on the Shanghai Stock Exchange Roadshow Center [2][3] - Investors can submit questions for the briefing from September 1 to September 5, 2025, by accessing the "Pre-collection of Questions" section on the Roadshow Center website or via the company's email [1][2] Group 2 - Key participants in the briefing will include the Chairman and General Manager, Mr. Ju Jianhong, the Board Secretary and Deputy General Manager, Ms. Chen Yue, and the Chief Financial Officer, Ms. Cheng Xiaoming [3] - After the briefing, investors can view the session and its main content on the Shanghai Stock Exchange Roadshow Center [3]

Core Viewpoint - Jiangsu Hongwei Technology Co., Ltd. is holding a semi-annual performance briefing for the semiconductor design industry on September 8, 2025, to enhance investor understanding of its financial results and operational performance for the first half of 2025 [1][2]. Group 1: Meeting Details - The meeting is scheduled for September 8, 2025, from 15:00 to 17:00 [1][2]. - It will take place at the Shanghai Stock Exchange Roadshow Center, accessible via the website: https://roadshow.sseinfo.com/ [1][2]. - The format will include video streaming and online interaction [1][2]. Group 2: Participation Information - Investors can submit questions from September 1 to September 5, 2025, through the Roadshow Center website or via the company's email [2][3]. - The company will address commonly asked questions during the briefing [2][3]. Group 3: Attendees - Key attendees include the Chairman and General Manager Zhao Shanqi, Financial Director Wang Qiaoqiao, Independent Director Wang Wenkai, and Board Secretary Ma Jun [2].

Group 1 - The company will hold a performance briefing on September 8, 2025, from 15:00 to 17:00 [1][2] - The briefing will take place at the Shanghai Stock Exchange Roadshow Center and will be conducted in an interactive online format [2][3] - Investors can submit questions from September 1 to September 5, 2025, before 16:00, through the Roadshow Center website or via the company's email [3] Group 2 - Key participants in the briefing will include the company's board members, general manager, and financial director [2] - The company aims to address common investor concerns regarding its operating results and financial indicators for the first half of 2025 during the briefing [2][3] - After the briefing, investors can access the main content and details of the event through the Shanghai Stock Exchange Roadshow Center [3]