物联网智能硬件核心SoC芯片

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安凯微股价涨5.34%,信达澳亚基金旗下1只基金位居十大流通股东,持有287.12万股浮盈赚取189.5万元
Xin Lang Cai Jing· 2025-09-11 10:15
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]
安凯微: 国泰海通证券股份有限公司关于广州安凯微电子股份有限公司2025年半年度持续督导跟踪报告
Zheng Quan Zhi Xing· 2025-08-25 16:52
Core Points - The company achieved operating revenue of 234.31 million yuan, a decrease of 7.29 million yuan compared to the same period last year, representing a year-on-year decline of 3.02% [1] - The net profit attributable to shareholders of the listed company was -49.25 million yuan, a decrease of 38.73 million yuan year-on-year [1] - The decline in revenue and profit is primarily due to intensified competition in the semiconductor industry, leading to price pressure on certain products and a decrease in overall gross margin [1][26] - The company has increased R&D investment to enhance the competitiveness of its IoT camera chip products and other chip offerings, resulting in a year-on-year increase in R&D expenses [1][11] - The company is not facing significant risks in its ongoing operations, and there are no major adverse changes in its main business or core competitiveness expected in the first half of 2025 [1] Financial Performance - The company reported a net profit of -49.25 million yuan, a significant decrease from -5.86 million yuan in the previous year [24] - The basic earnings per share were -0.13 yuan, down from -0.01 yuan year-on-year [25] - The weighted average return on net assets decreased by 3.10 percentage points year-on-year [25] - R&D expenses accounted for 28.78% of operating revenue, an increase of 2.70 percentage points compared to the previous year [25][26] Industry Context - The semiconductor industry is experiencing intensified competition, which is affecting product pricing and overall profitability [1][26] - The company operates in a rapidly evolving market for IoT hardware core SoC chips, where technological advancements and product updates are crucial for maintaining competitiveness [10][12] - The company faces challenges in keeping pace with leading international competitors in terms of R&D capabilities and product technology levels [11][12] Risk Factors - The company is exposed to risks related to core technology personnel turnover and the potential loss of competitive advantages if it fails to innovate and adapt to market demands [12][13] - The reliance on a concentrated customer base poses risks, as significant changes in the financial health of major clients could adversely affect sales [14][15] - The company must navigate potential supply chain disruptions and production challenges due to its fabless model, which relies on external manufacturers for chip production [15][22]
安凯微:安凯微首次公开发行股票科创板上市公告书
2023-06-25 07:36
股票简称:安凯微 股票代码:688620 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) 第一节 重要声明与提示 首次公开发行股票 科创板上市公告书 保荐人(主承销商) (上海市广东路 689 号) 二〇二三年六月二十六日 特别提示 广州安凯微电子股份有限公司(以下简称"安凯微"、"发行人"、"公司"、 "本公司")股票将于 2023 年 6 月 27 日在上海证券交易所科创板上市。 本公司提醒投资者应充分了解股票市场风险及本公司披露的风险因素,在新 股上市初期切忌盲目跟风"炒新",应当审慎决策、理性投资。 1 一、重要声明 本公司及全体董事、监事、高级管理人员保证上市公告书所披露信息的真实、 准确、完整,承诺上市公告书不存在虚假记载、误导性陈述或重大遗漏,并依法 承担法律责任。 上海证券交易所、有关政府机关对本公司股票上市及有关事项的意见,均不 表明对本公司的任何保证。 本 公 司 提 醒 广 大 投 资 者 认 真 阅 读 刊 载 于 上 海 证 券 交 易 所 网 站 (http://www.sse.c ...