11月27日，安凯微盘中上涨2.06%，截至10:26，报11.90元/股，成交3809.68万元，换手率1.39%，总市 值46.65亿元。 分红方面，安凯微A股上市后累计派现1176.00万元。 机构持仓方面，截止2025年9月30日，安凯微十大流通股东中，信澳新能源产业股票A（001410）退出 十大流通股东之列。 责任编辑：小浪快报 安凯微今年以来股价涨18.41%，近5个交易日涨3.39%，近20日涨0.76%，近60日跌17.87%。 今年以来安凯微已经6次登上龙虎榜，最近一次登上龙虎榜为5月26日，当日龙虎榜净买入4226.85万 元；买入总计8295.98万元 ，占总成交额比23.97%；卖出总计4069.12万元 ，占总成交额比11.76%。 资料显示，广州安凯微电子股份有限公司位于广东省广州市黄埔区博文路107号，成立日期2001年4月10 日，上市日期2023年6月27日，公司主营业务涉及物联网智能硬件核心SoC芯片的研发、设计、终测和 销售。主营业务收入构成为：物联网摄像机芯片79.07%，物联网应用处理器芯片18.32%，其他产品 1.73%，其他(补充)0.89%。 安凯微所属申万 ...

11月24日，安凯微盘中上涨2.17%，截至14:08，报11.32元/股，成交3050.70万元，换手率1.17%，总市 值44.37亿元。 资金流向方面，主力资金净流出70.11万元，特大单买入110.78万元，占比3.63%，卖出105.29万元，占 比3.45%；大单买入402.67万元，占比13.20%，卖出478.27万元，占比15.68%。 截至9月30日，安凯微股东户数2.08万，较上期减少3.28%；人均流通股11192股，较上期增加3.39%。 2025年1月-9月，安凯微实现营业收入3.51亿元，同比减少5.22%；归母净利润-8223.92万元，同比减少 267.46%。 分红方面，安凯微A股上市后累计派现1176.00万元。 机构持仓方面，截止2025年9月30日，安凯微十大流通股东中，信澳新能源产业股票A（001410）退出 十大流通股东之列。 责任编辑：小浪快报 安凯微今年以来股价涨12.64%，近5个交易日跌4.07%，近20日跌9.58%，近60日跌20.89%。 今年以来安凯微已经6次登上龙虎榜，最近一次登上龙虎榜为5月26日，当日龙虎榜净买入4226.85万 元；买入总计 ...

Core Viewpoint - Ankai Microelectronics experienced a slight decline in stock price and reported low financing activity, indicating a cautious market sentiment towards the company [1][2]. Financing and Trading Activity - On October 30, Ankai Microelectronics' stock price fell by 2.40%, with a trading volume of 104 million yuan. The financing buy-in amount was 11.23 million yuan, while the financing repayment was 8.12 million yuan, resulting in a net financing buy of 3.11 million yuan [1]. - As of October 30, the total financing and securities lending balance for Ankai Microelectronics was 190 million yuan, which represents 6.92% of its circulating market value. This financing balance is below the 50th percentile level over the past year, indicating a low position [1]. - In terms of securities lending, there were no shares repaid or sold on October 30, with a lending balance of 0.00 shares, placing it above the 90th percentile level over the past year, indicating a high position [1]. Company Performance - As of September 30, the number of shareholders for Ankai Microelectronics was 20,800, a decrease of 3.28% from the previous period. The average circulating shares per person increased by 3.39% to 11,192 shares [2]. - For the period from January to September 2025, Ankai Microelectronics reported a revenue of 351 million yuan, a year-on-year decrease of 5.22%. The net profit attributable to the parent company was -82.24 million yuan, reflecting a significant year-on-year decline of 267.46% [2]. Dividend and Shareholding Structure - Since its A-share listing, Ankai Microelectronics has distributed a total of 11.76 million yuan in dividends [3]. - As of September 30, 2025, the top ten circulating shareholders of Ankai Microelectronics saw the exit of Xin'ao New Energy Industry Stock A (001410) from the list [3].

Core Points - The stock price of Ankai Microelectronics increased by 2.13% on October 16, reaching 12.46 CNY per share, with a total market capitalization of 4.884 billion CNY [1] - The company has seen a year-to-date stock price increase of 23.98%, but a decline of 8.92% over the last five trading days [1] - Ankai Microelectronics has been listed on the stock market since June 27, 2023, and specializes in the research, design, testing, and sales of IoT smart hardware core SoC chips [1][2] Financial Performance - For the first half of 2025, Ankai Microelectronics reported a revenue of 234 million CNY, a year-on-year decrease of 3.02%, and a net profit attributable to shareholders of -49.25 million CNY, a significant decline of 740.87% [2] - The company has distributed a total of 11.76 million CNY in dividends since its A-share listing [3] Shareholder Information - As of June 30, 2025, the number of shareholders for Ankai Microelectronics was 21,500, a decrease of 3.17% from the previous period [2] - The top ten circulating shareholders include a new shareholder, Xin'ao New Energy Industry Stock A, holding 2.8712 million shares [3]

Core Viewpoint - Ankai Microelectronics has shown a slight increase in stock price and trading volume, with notable financing activities indicating a low financing balance relative to market capitalization, while the company faces a decline in revenue and net profit year-on-year [1][2]. Group 1: Stock Performance and Financing - On September 23, Ankai Microelectronics' stock rose by 1.57%, with a trading volume of 198 million yuan [1]. - The financing buy-in amount on the same day was 23.24 million yuan, while the financing repayment was 17.80 million yuan, resulting in a net financing buy of 5.44 million yuan [1]. - As of September 23, the total financing and securities lending balance was 180 million yuan, with the financing balance accounting for 5.70% of the circulating market value, which is below the 40th percentile level over the past year, indicating a low position [1]. Group 2: Company Overview and Financial Performance - Ankai Microelectronics, established on April 10, 2001, and listed on June 27, 2023, specializes in the research, design, testing, and sales of core SoC chips for IoT smart hardware [1]. - The company's main revenue sources include IoT camera chips (79.07%), IoT application processor chips (18.32%), and other products (2.62%) [1]. - For the first half of 2025, Ankai Microelectronics reported a revenue of 234 million yuan, a year-on-year decrease of 3.02%, and a net profit attributable to shareholders of -49.25 million yuan, a decline of 740.87% year-on-year [2]. Group 3: Shareholder Information - As of June 30, 2025, the number of shareholders for Ankai Microelectronics was 21,500, a decrease of 3.17% from the previous period [2]. - The average circulating shares per person increased by 4.95% to 10,825 shares [2]. - The company has distributed a total of 11.76 million yuan in dividends since its A-share listing [3].

Group 1 - The core viewpoint of the articles highlights the performance and financial metrics of Ankai Microelectronics, including its stock price increase and market capitalization [1] - Ankai Microelectronics, established on April 10, 2001, specializes in the research, design, testing, and sales of IoT smart hardware core SoC chips, with a revenue composition of 79.07% from IoT camera chips, 18.32% from IoT application processor chips, and 1.73% from other products [1] - As of the latest data, Ankai Microelectronics' stock price is 13.03 CNY per share, with a trading volume of 1.49 billion CNY and a turnover rate of 5.08%, leading to a total market value of 5.108 billion CNY [1] Group 2 - The top circulating shareholder of Ankai Microelectronics includes a fund under Cinda Australia Fund, which entered the top ten shareholders in the second quarter, holding 2.8712 million shares, representing 1.24% of the circulating shares [2] - The Cinda Australia New Energy Industry Stock A fund has a total scale of 6.864 billion CNY and has achieved a year-to-date return of 21.01%, ranking 2118 out of 4222 in its category [2] - The fund has a one-year return of 77.66%, ranking 824 out of 3798, and a cumulative return since inception of 368.84% [2]

Core Viewpoint - Ankai Microelectronics has experienced a stock price increase of 25.97% year-to-date, but has faced a decline of 10.34% in the last five trading days, indicating volatility in its stock performance [2]. Financial Performance - For the first half of 2025, Ankai Microelectronics reported revenue of 234 million yuan, a year-on-year decrease of 3.02%, and a net profit attributable to shareholders of -49.25 million yuan, a significant decline of 740.87% [3]. - The company has distributed a total of 11.76 million yuan in dividends since its A-share listing [4]. Stock Market Activity - As of September 5, Ankai Microelectronics' stock price was 12.66 yuan per share, with a market capitalization of 4.963 billion yuan. The stock saw a trading volume of 46.87 million yuan and a turnover rate of 1.62% [1]. - The company has appeared on the "Dragon and Tiger List" six times this year, with the most recent appearance on May 26, where it recorded a net purchase of 42.27 million yuan [2]. Shareholder Information - As of June 30, 2025, Ankai Microelectronics had 21,500 shareholders, a decrease of 3.17% from the previous period, with an average of 10,825 circulating shares per shareholder, an increase of 4.95% [3]. - Among the top ten circulating shareholders, Xin'ao New Energy Industry Stock A is the sixth largest, holding 2.87 million shares as a new shareholder [4]. Business Overview - Ankai Microelectronics, established on April 10, 2001, specializes in the research, design, testing, and sales of core SoC chips for IoT smart hardware. Its main revenue sources include IoT camera chips (79.07%) and IoT application processor chips (18.32%) [2].

Core Viewpoint - The company, Guangzhou Ankai Microelectronics Co., Ltd., has reported a significant decline in net profit and operating income due to intensified competition in the semiconductor industry and increased R&D investments aimed at enhancing product competitiveness [1][24]. Financial Performance - The company's net profit attributable to shareholders was -56.7682 million yuan, a year-on-year decrease of 311.48% [22]. - The net profit attributable to shareholders after deducting non-recurring gains and losses was -62.3942 million yuan, a year-on-year decrease of 945.74% [22]. - Operating income for the period was 52.70919 million yuan, down 7.94% from the previous year [22]. R&D and Market Position - The company has increased its R&D investment, which accounted for 25.24% of operating income, up 5.81 percentage points year-on-year [22][29]. - The company is focusing on enhancing the intelligence level of its IoT camera chips and strengthening its core competitiveness in related technologies [1][24]. Industry Context - The semiconductor industry is experiencing heightened competition, with numerous domestic and international players, including HiSilicon, Ambarella, and NXP [11][12]. - The company faces challenges in product layout and market position compared to leading competitors, particularly in the high-definition and high-performance product segments [12][24]. Business Model and Operations - The company operates on a "Fabless + Chip Testing" model, outsourcing wafer production and chip packaging, which presents risks related to supply chain stability and production capacity [14][20]. - The company has established stable relationships with its suppliers, but any disruptions in the supply chain could adversely affect production and delivery [14][20]. Future Outlook - The company plans to continue investing in R&D to maintain market competitiveness and address the evolving demands of the IoT market [1][24]. - The successful implementation of its fundraising projects is critical for future growth, with a total investment of 55.3859 million yuan allocated for IoT chip R&D upgrades and industrialization [19][16].

Core Viewpoint - The company, Guangzhou Ankai Microelectronics, reported a significant decline in revenue and net profit in its 2024 annual report, indicating ongoing challenges in the semiconductor industry and potential issues with customer sales authenticity [1][9][20]. Financial Performance - In 2024, the company achieved revenue of 527 million yuan, a decrease of 7.94% year-on-year, and a net profit attributable to shareholders of -56.77 million yuan, down 311.48% [8][9]. - The company's revenue for the first quarter of 2025 was 101.88 million yuan, reflecting an 8.10% decline compared to the same period in 2024, with a net profit of -22.10 million yuan, a decrease of 206.22% [9][10]. - The company’s gross margin fell from 30.04% in 2022 to 25.78% in 2023, attributed to increased competition and rising R&D expenses [3][8]. Customer Dependency and Sales Concerns - The company's largest customer, Chip Link International, accounted for 32.58% of revenue in 2023 and 31.36% in 2024, raising questions about the authenticity of sales and the nature of the customer relationship [11][13][15]. - There are discrepancies between the revenue contribution from Chip Link and the accounts receivable balance, suggesting potential issues with sales reporting [13][14]. R&D and Investment Projects - The company has increased its R&D personnel from 215 in 2022 to 264 in 2023, with R&D expenses rising to 111.27 million yuan [3][8]. - Two major investment projects have been delayed by two years, with the IoT chip R&D project now expected to be completed by June 2027 and the R&D center by June 2028 [17][19]. IPO and Regulatory Scrutiny - The company went public on June 27, 2023, but the IPO process did not address concerns regarding its ongoing profitability [20][21]. - The regulatory body did not inquire about the company's ability to maintain profitability during the IPO review process, which may raise future scrutiny [20][22].

本次发行股票拟在科创板上市，科创板公司具有研发投入大、经营风险高、业绩不稳定、退市风 险高等特点，投资者面临较大的市场风险。投资者应充分了解科创板的投资风险及本公司所披露 的风险因素，审慎作出投资决定。 广州安凯微电子股份有限公司 Guangzhou Anyka Microelectronics Co., Ltd. （广州市黄埔区博文路 107 号） 首次公开发行股票并在科创板上市 招股说明书 保荐人（主承销商） （上海市广东路 689 号） 广州安凯微电子股份有限公司 招股说明书 声明及承诺 中国证监会、交易所对本次发行所作的任何决定或意见，均不表明其对发行 人注册申请文件及所披露信息的真实性、准确性、完整性作出保证，也不表明其 对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断或保证。任 何与之相反的声明均属虚假不实陈述。 根据《证券法》的规定，股票依法发行后，发行人经营与收益的变化，由发 行人自行负责；投资者自主判断发行人的投资价值，自主作出投资决策，自行承 担股票依法发行后因发行人经营与收益变化或者股票价格变动引致的投资风险。 发行人及全体董事、监事、高级管理人员承诺招股说明书及其他信息披露 ...