格隆汇8月26日｜有投资者在互动平台向安凯微提问：请问公司有哪些产品跟技术可以用到人形机器人 领域？ 安凯微回应称，公司的物联网摄像机芯片、人机交互芯片等都可以在这些领域推广，芯片中包含的ISP 技术、机器学习技术等都是相关的关键技术。但具体已经导入的应用请以定期报告及其他公开披露信息 为准。 ...

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 ...

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 招股意向书 保荐人（主承销商） （上海市广东路 689 号） 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 广州安凯微电子股份有限公司 招股意向书 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意向书及其他信息披露 ...

本次股票发行后拟在科创板市场上市，该市场具有较高的投资风险。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 科创板市场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 （上会稿） 有据以发行股票的法律效力，仅供预先披露之用。投资者应当以正式公告的招股说明书作为投资 决定的依据。 （上海市广东路 689 号） 声明：本公司的发行申请尚需经上海证券交易所和中国证监会履行相应程序。本招股说明书不具 保荐机构（主承销商） 广州安凯微电子股份有限公司 招股说明书（上会稿） 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 ...