证券代码：688620 证券简称：安凯微 公告编号：2026-003 广州安凯微电子股份有限公司 2025年度业绩快报公告 2025年度，公司实现营业收入53,695.52万元，同比上升1.87%；实现归属于母公司所有者的净利 润-13,924.45万元，实现归属于母公司所有者的扣除非经常性损益的净利润-14,299.41万元，基本每股收 益-0.36元，加权平均净资产收益率-10.21%。 报告期内，受益于市场需求持续及部分新产品顺利导入市场，公司芯片出货量较去年同期有所增长，营 业收入稳中有升，但受到行业市场竞争持续的影响，部分产品线价格持续承压，虽2025年第四季度有所 缓和，2025年全年毛利额同比下滑；2024年底至2025年，公司共有7个在研项目完成流片，继续保持较 高的研发投入，研发费用增加；受美元汇率波动及现金管理形成的利息收入减少的影响，财务费用增 加；公司基于审慎性原则，对于出现减值迹象的资产进行测试并计提减值损失，资产减值损失增加。在 以上因素的综合影响下，公司的营业利润、利润总额、归属于母公司所有者的净利润、归属于母公司所 有者的扣除非经常性损益的净利润、基本每股收益下降。 本公司董事 ...

虽然2025年度以上财务指标下降，但公司于2024年底至2025年完成流片的项目逐步进入量产阶段，已在 2025年开始陆续出货，芯片出货量超过1700万颗，产品覆盖机器视觉、蓝牙音频、电源管理等领域。报 告期内实现出货的新款芯片包括专为智能门锁设计的低功耗锁控SoC芯片、应用于AI眼镜领域的SoC芯 片、应用于低功耗AOV摄像机的SoC芯片等。公司将加快这些新款芯片产品的市场导入进程，促进销售 出货快速放量。同时，公司积极推进思澈科技收购事项并于2026年2月2日完成工商变更，2026年将通过 整合其客户资源与技术优势，尽早释放业务协同效益。 报告期内，受益于市场需求持续及部分新产品顺利导入市场，公司芯片出货量较去年同期有所增长，营 业收入稳中有升，但受到行业市场竞争持续的影响，部分产品线价格持续承压，虽2025年第四季度有所 缓和，2025年全年毛利额同比下滑；2024年底至2025年，公司共有7个在研项目完成流片，继续保持较 高的研发投入，研发费用增加；受美元汇率波动及现金管理形成的利息收入减少的影响，财务费用增 加；公司基于审慎性原则，对于出现减值迹象的资产进行测试并计提减值损失，资产减值损失增加。在 ...

Group 1: New Stock Offerings - Guangdong Construction Science and Technology has an IPO code of 301632, with an issue price of 6.56 yuan per share and a subscription limit of 14,500 shares [1] Group 2: Government Policies and Economic Updates - The State Council issued opinions to strengthen care services for severely disabled individuals, emphasizing policy support for facility construction and land supply [2] - The National Development and Reform Commission (NDRC) held a meeting to discuss the economic situation and promote the healthy development of the private economy [2][3] - The NDRC will hold a press conference to interpret the current economic situation and work [4] Group 3: Industry Reports and Trends - The manufacturing PMI for July is reported at 49.3%, a decrease of 0.4 percentage points from the previous month, influenced by seasonal factors [4] - The World Gold Council reported that global gold demand reached 1,249 tons in Q2 2025, a 3% year-on-year increase, driven by gold ETF investments [4] Group 4: Company News - Zhuhai Tenomai Pharmaceutical Co., Ltd. has had its IPO application accepted by the Shanghai Stock Exchange, marking a significant milestone for the Sci-Tech Innovation Board [7] - Shenzhen's Development and Reform Commission has outlined plans for high-quality construction of low-altitude infrastructure, aiming to establish over 1,200 take-off and landing points by the end of 2026 [5] - Companies such as Daodaquan and Zhengdan Co. reported significant profit increases, with Daodaquan's net profit up 563.15% year-on-year [13][15]

Group 1 - Dazhengda plans to acquire 30% equity in Thailand Far East for a total consideration of 204 million Thai Baht, with an additional capital increase of 670 million Thai Baht post-acquisition [4] - Fuanan intends to repurchase shares worth between 55.85 million to 104 million Yuan for employee stock ownership plans or equity incentive plans, with a maximum repurchase price of 11 Yuan per share [7] - Siquan New Materials plans to raise no more than 466 million Yuan through a private placement, with proceeds allocated to various projects including a heat dissipation product project in Vietnam [10] Group 2 - Zhengdan Co. reported a net profit of 630 million Yuan for the first half of 2025, a year-on-year increase of 120.35%, and proposed a cash dividend of 3 Yuan per 10 shares [11] - Darui Electronics plans to acquire 80% of Weiste's equity through capital increase and share purchase, aiming to enhance its strategic layout in lightweight materials [12] - Shandong Highway intends to participate in a capital increase project for Weihai Bank, with a total investment not exceeding 348 million Yuan [2] Group 3 - Ankai Micro plans to launch the AK1037 series low-power lock control SoC chip designed for smart locks, featuring high integration and low power consumption [3] - Industrial Fulian announced that its main customers and products have not undergone significant changes despite recent stock price fluctuations [5] - Zhishang Technology will invest 180 million Yuan of its excess fundraising into building a smart manufacturing base in Vietnam to expand its product line and capacity [9]

Buybacks and Increases - Fuanna plans to repurchase shares for an amount between 55.85 million and 104 million RMB, with a repurchase price not exceeding 11 RMB per share [1] - Jiangnan Yifan's director and general manager intends to increase holdings by 50,000 to 100,000 shares [1] Investment Cooperation and Operational Status - Huilv Ecology's subsidiary, Wuhan Junheng, plans to increase investment by 600 million RMB to build a high-speed optical module production base in the Ezhou Airport Economic Zone, with a total investment of approximately 800 million RMB [2] - Ankai Microelectronics has released a low-power lock control SoC chip [2] - Shanhe Pharmaceutical Auxiliary has signed an investment agreement with the Huainan Economic and Technological Development Zone Management Committee to invest 1.05 billion RMB in a high-end auxiliary material manufacturing base [2] - Siquan New Materials plans to raise no more than 466 million RMB through a private placement for projects including heat dissipation products in Vietnam, liquid cooling research and development center, information system construction, and to supplement working capital [2] - Changhua Group has received a designated development notice from a domestic automaker for key metal structural components, with an estimated total sales amount of about 220 million RMB over a project lifecycle of 5 years, expected to start mass production in Q3 2026 [2] - Sanhui Electric's wholly-owned subsidiary has signed a product sales framework contract with Zibo Blue Ribbon Health Management Co., Ltd. regarding the sale of robotic equipment [2] - Tianhe Magnetic Materials has obtained a project filing notice for a 12,000-ton deep processing and magnetic materials component project [2] Performance Changes - Jiejia Weichuang expects a net profit of 1.7 billion to 1.96 billion RMB for the first half of the year, representing a year-on-year increase of 38.65% to 59.85% [4]