1月20日，据"中电科芯片技术股份有限公司（以下简称'电科芯片'）"官方微信公众号消息，1月19日， 超跑级先锋设计旗舰荣耀Magic8RSR保时捷设计隆重发布。这一新品搭载双卫星荣耀鸿燕通信，支持天 通与北斗双卫星链路，累计可待机时长达170个小时，支持天通全向增强寻呼，北斗图片语音发送。 值得关注的是，电科芯片作为荣耀在手机直连卫星通信SoC芯片领域的重要合作伙伴及射频与后端供应 商，支持荣耀Magic8 RSR双模语音卫星通信射频基带一体化SoC芯片开发，并提供北斗短报文SoC芯 片，双方以技术协同之力，为大众消费终端卫星通信能力升级注入核心动能。 依托深厚的技术积淀与严苛的品控体系，电科芯片的手机直连卫星通信SoC芯片系列产品已进入多家主 流终端厂商供应链，覆盖智能手机、智能穿戴、车载终端等多个领域。目前，该公司已全面布局卫星通 信上下游产业链相关射频芯片，包括面向地面终端应用布局北斗短报文SoC芯片、语音卫星通信SoC芯 片、Ku/K/Ka波段波束赋形芯片，以及面向星载应用布局低噪声放大器、射频开关、射频衰减器、波束 赋形芯片、变频收发器芯片等。 面向未来，电科芯片将持续聚焦卫星通信核心赛道，深耕芯 ...

Core Viewpoint - The company reported a significant decline in both revenue and net profit for Q3 2025, attributing the downturn to intensified competition in the consumer electronics market and aggressive price reductions to maintain market share [1]. Financial Performance - For Q3 2025, the company achieved a revenue of 196 million yuan, a year-on-year decrease of 17.02% [1]. - The net profit attributable to shareholders was 1.51 million yuan, reflecting a substantial year-on-year decline of 92.67% [1]. - The net profit after deducting non-recurring items was -4.1 million yuan [1]. - Cumulatively, from January to September 2025, the company reported a total revenue of 644 million yuan, down 11.30% year-on-year [1]. - The net profit attributable to shareholders for the first nine months was 9.93 million yuan, a decrease of 83.15% year-on-year [1]. - The net profit after deducting non-recurring items was -9.60 million yuan, indicating a shift from profit to loss [1]. Market Strategy - In response to the challenging market conditions, the company has actively sought to expand into key markets to drive growth [1]. - The company has introduced its Beidou short message SoC chips to the top five domestic smartphone manufacturers [1]. - The broadband/narrowband satellite communication SoC chips have been successfully integrated into products for a major smartphone client [1].

Core Viewpoint - The company, China Electronics Technology Group Corporation Chip Technology Co., Ltd. (referred to as "Electric Science Chip"), is facing significant challenges in its operations, with a projected net profit decline of 76.55% to 80.46% for the first half of 2025 compared to the previous year [1][2]. Group 1: Financial Performance - The company expects a net profit attributable to shareholders of 7.5 million to 9 million yuan for the first half of 2025, a substantial decrease from the previous year [1]. - The decline in net profit is attributed to increased R&D investments of approximately 13 million yuan compared to the same period last year, and a rise in credit impairment losses by about 15 million yuan due to delayed payments from terminal equipment customers [2]. Group 2: Business Transformation and Market Challenges - Electric Science Chip has undergone two asset restructurings, transitioning from motorcycles to lithium batteries and now to semiconductors, focusing on silicon-based analog semiconductor chips and their applications [2]. - The company has developed over a thousand core chips, modules, and components since completing a major asset restructuring in 2021, with successful collaborations in various sectors including satellite communication and automotive electronics [2]. Group 3: R&D and Innovation - The company has significantly increased its R&D investment, totaling 857 million yuan from 2021 to 2024, with 218 million yuan invested in 2024 alone, representing 20.82% of its revenue, an increase of 7.28 percentage points from 2023 [4]. - As of the end of 2024, the company holds 161 authorized patents and has applied for 72 additional patents, indicating a strong focus on innovation [4]. Group 4: Strategic Initiatives - Electric Science Chip is actively expanding into emerging markets and sectors such as satellite communication, safety electronics, industrial control, and smart connected vehicles, aiming to enhance its core competitiveness [4][5]. - The company plans to optimize its business layout and strengthen innovation-driven strategies to develop more flagship products and improve its market position [5].