10月10日晚间，全志科技（300458）发布业绩预告，预计2025年前三季度归属于上市公司股东的净利润 为2.6亿元—2.9亿元，同比增长72.20%—92.06%；预计第三季度净利润1亿元—1.3亿元，同比增长 213.23%—307.2%。 公告称，报告期内，受益于下游市场需求持续增长及公司新产品量产，在智能汽车电子、扫地机器人、 智能视觉等领域营业收入同比快速增长，带动净利润上升。此外，报告期内预计非经常性损益对净利润 影响金额为2900万元至3400万元。 全志科技成立于2007年，主营业务为智能应用处理器SoC、高性能模拟器件和无线互联芯片的研发与设 计。产品广泛适用于工业控制、智慧汽车、智慧家电、机器人、智慧安防、网络机顶盒、智能硬件、平 板电脑、电源模拟器件、无线通信模组、智能物联网等多个产品领域。 今年9月中旬，全志科技在2025年上半年的业绩说明会上表示，公司基于RISC-V架构内核开发了多款芯 片产品，并已经实现大规模量产，后续将会持续根据客户需求推出新的芯片产品和解决方案。公司目前 已经实现12nm产品的量产，后续将继续推进工艺平台的研发和迭代。 此外，还有投资者问及公司高端芯片研发进 ...

Group 1 - The core viewpoint of the news is that Allwinner Technology has seen a significant stock price increase of 5.06%, reaching 52.15 CNY per share, with a trading volume of 2.493 billion CNY and a turnover rate of 7.25%, resulting in a total market capitalization of 43.039 billion CNY [1] - Allwinner Technology, established on September 19, 2007, and listed on May 15, 2015, specializes in the research and design of intelligent application processors SoC, high-performance analog devices, and wireless interconnect chips, with 100% of its main business revenue coming from intelligent terminal application processor chips [1] Group 2 - From the perspective of fund holdings, Huabao Fund has one fund heavily invested in Allwinner Technology, specifically the Huabao ChiNext AI ETF (159363), which increased its holdings by 15,500 shares in the second quarter, bringing the total to 1.0708 million shares, accounting for 2.85% of the fund's net value, making it the sixth-largest holding [2] - The Huabao ChiNext AI ETF (159363) was established on December 6, 2024, with a latest scale of 1.489 billion CNY and has achieved a year-to-date return of 83.84%, ranking 46 out of 4220 in its category, and a total return of 76.16% since inception [2] - The fund managers, Chen Jianhua and Cao Xuchen, have significant experience, with Chen having a tenure of 12 years and 280 days and a total fund asset scale of 15.533 billion CNY, while Cao has been in the role for 126 days with a total asset scale of 22.062 billion CNY [2]

大摩多因子策略混合（233009）基金经理为余斌。 截至发稿，余斌累计任职时间11年139天，现任基金资产总规模14.13亿元，任职期间最佳基金回报 83.77%， 任职期间最差基金回报-92.52%。 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。 9月17日，全志科技涨5.23%，截至发稿，报51.32元/股，成交29.29亿元，换手率8.70%，总市值423.54 亿元。 资料显示，珠海全志科技股份有限公司位于广东省珠海市高新区唐家湾镇科技二路9号，成立日期2007 年9月19日，上市日期2015年5月15日，公司主营业务涉及智能应用处理器SoC、高性能模拟器件和无线 互联芯片的研发与设计。主营业务收入构成为：智能终端应用处理器芯片100.00%，其他(补充)0.00%。 从基金十大重仓股角度 数据显示，摩根士丹利基金旗下1只基金重仓全志科技。大摩多因子策略混合（233009）二季度持有股 数17.42万股，占基金净值比例为1.16%，位居第八大重仓股。根据测算，今 ...

Group 1 - The core viewpoint of the news highlights the recent performance and financial metrics of Allwinner Technology, indicating a significant increase in stock price and trading volume [1][2] - As of September 16, Allwinner Technology's stock price rose by 64.77% year-to-date, with a recent increase of 8.95% over the last five trading days [1] - The company reported a revenue of 1.337 billion yuan for the first half of 2025, reflecting a year-on-year growth of 25.82%, and a net profit of 161 million yuan, up 35.36% year-on-year [2] Group 2 - Allwinner Technology has distributed a total of 934 million yuan in dividends since its A-share listing, with 348 million yuan distributed in the last three years [3] - As of June 30, 2025, the number of shareholders decreased by 7.12% to 137,700, while the average number of tradable shares per shareholder increased by 40.41% to 4,907 shares [2] - The company is categorized under the electronic-semiconductor-digital chip design industry and is involved in various concepts such as IoT and autonomous driving [2]

Group 1 - The core viewpoint of the news is that Allwinner Technology has seen a 5% increase in stock price, reaching 49.33 CNY per share, with a trading volume of 2.356 billion CNY and a turnover rate of 7.24%, resulting in a total market capitalization of 40.712 billion CNY [1] - Allwinner Technology, established on September 19, 2007, and listed on May 15, 2015, is based in Zhuhai, Guangdong Province. The company specializes in the research and design of intelligent application processors SoC, high-performance analog devices, and wireless interconnection chips. Its main business revenue is derived entirely from intelligent terminal application processor chips, accounting for 100% of its revenue [1] Group 2 - From the perspective of major fund holdings, one fund under Huashang Fund has a significant position in Allwinner Technology. The Huashang Electronic Industry Quantitative Stock Initiation A (007685) held 98,800 shares in the second quarter, representing 2% of the fund's net value, making it the tenth largest holding. The estimated floating profit today is approximately 232,200 CNY [2] - The Huashang Electronic Industry Quantitative Stock Initiation A (007685) was established on September 17, 2019, with a current scale of 189 million CNY. Year-to-date returns are 33.87%, ranking 1177 out of 4222 in its category; the one-year return is 83.25%, ranking 780 out of 3800; and since inception, the return is 111.85% [2] - The fund manager of Huashang Electronic Industry Quantitative Stock Initiation A is Ai Dingfei, who has been in the position for 6 years and 293 days. The total asset scale of the fund is 900 million CNY, with the best return during his tenure being 111.85% and the worst being -21.14% [2]

Group 1 - The core viewpoint of the news is that Allwinner Technology has seen a significant stock price increase of 5.29%, reaching 50.79 CNY per share, with a trading volume of 2.314 billion CNY and a turnover rate of 7.01%, resulting in a total market capitalization of 41.917 billion CNY [1] - Allwinner Technology, established on September 19, 2007, and listed on May 15, 2015, is based in Zhuhai, Guangdong Province. The company specializes in the research and design of intelligent application processors SoC, high-performance analog devices, and wireless interconnect chips. Its main business revenue is derived entirely from intelligent terminal application processor chips, accounting for 100% of its revenue [1] Group 2 - From the perspective of fund holdings, the Qianhai Open Source Fund has a significant position in Allwinner Technology, with its Qianhai Open Source Artificial Intelligence Theme Mixed A fund holding 1.0264 million shares, representing 6.76% of the fund's net value, making it the fourth-largest holding. The estimated floating profit from this position is approximately 2.6174 million CNY [2] - The Qianhai Open Source Artificial Intelligence Theme Mixed A fund was established on May 4, 2016, with a current scale of 582 million CNY. Year-to-date, the fund has experienced a loss of 4.27%, ranking 8144 out of 8180 in its category. Over the past year, it has achieved a return of 26.06%, ranking 5091 out of 7967, and since inception, it has returned 42.83% [2] - The fund manager, Wei Chun, has been in the position for 6 years and 240 days, overseeing total assets of 1.197 billion CNY. During his tenure, the best fund return was 115.08%, while the worst was -26.6% [2]

Group 1 - The stock price of Allwinner Technology reached 41.08 yuan as of August 12, 2025, with a daily increase of 2.57% [1] - The trading volume on that day was 453,997 hands, with a transaction amount of 1.844 billion yuan and a turnover rate of 6.72% [1] - Allwinner Technology specializes in the research and design of smart application processors SoC, high-performance analog devices, and wireless interconnect chips, with applications in smart hardware, consumer electronics, and industrial control [1] Group 2 - The latest industry report indicates a significant increase in the contract price of consumer-grade DDR4, which rose sharply in July, with an expected price growth of 85%-90% in the third quarter [1] - Institutional forecasts suggest that Allwinner Technology's net profit is expected to double this year [1] Group 3 - On August 12, the net inflow of main funds was 136.7381 million yuan, accounting for 0.49% of the circulating market value [1] - Over the past five days, the net outflow of main funds was 49.558 million yuan, representing 0.18% of the circulating market value [1]

Core Viewpoint - Allwinner Technology (300458.SZ) has experienced significant growth in performance due to the continuous expansion of smart terminal products, with a notable increase in revenue and net profit in the first quarter of 2025 compared to the previous year [1][3]. Financial Performance - In Q1 2025, Allwinner Technology achieved revenue of 620 million yuan, a year-on-year increase of 51.36%, and a net profit attributable to shareholders of 91.55 million yuan, up 86.51% [1]. - For the full year of 2024, the company reported revenue of 2.288 billion yuan, a 36.76% increase, and a net profit of 167 million yuan, reflecting a substantial growth of 626.15% [3]. - The operating cash flow for Q1 2025 was 77.14 million yuan, a significant turnaround from -5.35 million yuan in the same period last year, marking a year-on-year growth of 1541.33% [5]. Business Growth Areas - Revenue growth is primarily driven by increased sales in sectors such as robotic vacuum cleaners, smart automotive electronics, and smart projection [1][3]. - In the smart automotive electronics sector, the company has collaborated with leading domestic car manufacturers to develop various intelligent module solutions, including smart cockpits and advanced driver-assistance systems [3]. - Allwinner Technology has also made strides in the robotic vacuum cleaner market by promoting its high-end AI robot chip MR527 and developing multiple advanced models with enhanced features [4]. Research and Development - From 2020 to 2024, Allwinner Technology invested a total of 2.109 billion yuan in R&D, with annual expenditures increasing each year [2][6]. - As of the end of 2024, the company employed 665 R&D personnel, accounting for 81.69% of its total workforce, indicating a strong focus on innovation [6].

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