证券代码：688099 证券简称：晶晨股份 公告编号：2026-001 晶晨半导体（上海）股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 截至 2025 年 12 月 31 日，公司通过上海证券交易所交易系统以集中竞价交易 方式累计回购公司股份 107.3489 万股，占公司总股本的比例为 0.2549%，回购成 交的最高价为 96.00 元/股，最低价为 65.82 元/股，支付的资金总额约为人民币 7,993.57 万元（不含佣金、过户费等交易费用）。 本次回购股份符合法律法规、规范性文件的规定及公司回购股份方案。 三、其他事项 公司将严格按照《上市公司股份回购规则》《上海证券交易所上市公司自律监 管指引第 7 号——回购股份》等相关规定，在回购期限内根据市场情况择机做出 回购决策并予以实施，同时根据回购股份事项进展情况及时履行信息披露义务， 敬请广大投资者注意投资风险。 特此公告。 重要内容提示： | 回购方案首次披露日 | 2025/4/11，由董事长暨实 ...

Core Viewpoint - The stock of Amlogic Co., Ltd. experienced a decline of 2.01% on December 26, with a trading price of 87.30 CNY per share and a market capitalization of 36.768 billion CNY. The company has seen a year-to-date stock price increase of 27.11% but has faced a decline over the past 60 days of 16.06% [1]. Financial Performance - For the period from January to September 2025, Amlogic reported a revenue of 5.071 billion CNY, representing a year-on-year growth of 9.29%. The net profit attributable to shareholders was 698 million CNY, reflecting a year-on-year increase of 17.51% [2]. Shareholder Information - As of September 30, 2025, the number of shareholders for Amlogic was 21,900, a decrease of 1.08% from the previous period. The average number of circulating shares per shareholder increased by 1.09% to 19,200 shares [2]. Dividend Distribution - Amlogic has distributed a total of 257 million CNY in dividends since its A-share listing, with 208 million CNY distributed over the past three years [3]. Institutional Holdings - Among the top ten circulating shareholders as of September 30, 2025, notable changes include a decrease in holdings by major funds such as Xingquan Helun Mixed A and E Fund Shanghai Stock Exchange Sci-Tech Innovation Board 50 ETF, while Xingquan Commercial Model Mixed A saw an increase in holdings [3].

Group 1 - The overall high-end AI chip market in China is expected to grow by over 60% by 2026, with local AI chip manufacturers aiming for a market share of around 50% [1] - Nvidia's H200 chip, which has significantly improved performance compared to the H20, is anticipated to attract terminal customers, potentially maintaining a market share of about 30% if successfully sold in China [1] - Nvidia plans to deliver between 5,000 to 10,000 H200 chip modules to Chinese customers by mid-February next year, translating to approximately 40,000 to 80,000 H200 chips [1] Group 2 - Guosen Securities believes that the development of domestic AI chips and the easing of overseas restrictions will benefit the construction of domestic computing infrastructure, with related companies expected to gain significantly [2] - Companies to watch include Industrial Fulian (601138.SH), Huqin Technology (603296.SH), Hushan Electronics (002463.SZ), Loongson Technology (688047.SH), Lenovo Group (00992), Luxshare Precision (002475.SZ), and Amlogic (688099.SH) [2]

Group 1 - The overall high-end AI chip market in China is expected to grow by over 60% by 2026, with local AI chip manufacturers aiming for a market share of around 50% [1] - Nvidia's H200 chip, which significantly outperforms the H20, is expected to attract terminal customers, potentially maintaining a market share of about 30% if successfully sold in China [1] Group 2 - Nvidia plans to deliver its second-ranking AI chip, the H200, to Chinese customers by mid-February next year, with an estimated shipment of 5,000 to 10,000 chip modules, equivalent to approximately 40,000 to 80,000 H200 chips [2] - The U.S. government has initiated a review process for export licenses related to the H200 chip to China, fulfilling its commitment to allow sales of this type of chip [2] - Guosen Securities believes that the development of domestic AI chips and the easing of overseas restrictions will benefit the domestic computing infrastructure, with companies such as Industrial Fulian, Huqin Technology, and Lenovo Group expected to gain from this trend [2]

Core Viewpoint - The stock of Amlogic Co., Ltd. has shown a 26.50% increase year-to-date, with recent trading activity indicating a mixed performance in the short term [1][2]. Financial Performance - For the period from January to September 2025, Amlogic achieved a revenue of 5.071 billion yuan, representing a year-on-year growth of 9.29% [2]. - The net profit attributable to shareholders for the same period was 698 million yuan, reflecting a year-on-year increase of 17.51% [2]. Stock Market Activity - As of December 22, Amlogic's stock price was 86.88 yuan per share, with a market capitalization of 36.591 billion yuan [1]. - The stock experienced a net inflow of 25.9861 million yuan from major funds, with significant buying activity from large orders [1]. Shareholder Information - As of September 30, 2025, the number of shareholders for Amlogic was 21,900, a decrease of 1.08% from the previous period [2]. - The average number of circulating shares per shareholder increased by 1.09% to 19,200 shares [2]. Dividend Distribution - Amlogic has distributed a total of 257 million yuan in dividends since its A-share listing, with 208 million yuan distributed over the past three years [3]. Institutional Holdings - The top ten circulating shareholders include notable funds such as Xingquan Helun Mixed A and E Fund's SSE STAR 50 ETF, with some institutions reducing their holdings [3].

Core Viewpoint - The stock of Amlogic Co., Ltd. has experienced a decline of 2.01% on December 18, with a current price of 83.68 CNY per share and a total market capitalization of 35.243 billion CNY. The company has seen a year-to-date stock price increase of 21.84% but has faced recent declines over various trading periods [1]. Financial Performance - For the period from January to September 2025, Amlogic reported a revenue of 5.071 billion CNY, reflecting a year-on-year growth of 9.29%. The net profit attributable to shareholders was 698 million CNY, marking a 17.51% increase compared to the previous year [2]. Shareholder Information - As of September 30, 2025, the number of shareholders for Amlogic is 21,900, which is a decrease of 1.08% from the previous period. The average number of circulating shares per person has increased by 1.09% to 19,200 shares [2]. Dividend Distribution - Amlogic has distributed a total of 257 million CNY in dividends since its A-share listing, with 208 million CNY distributed over the past three years [3]. Institutional Holdings - Among the top ten circulating shareholders as of September 30, 2025, notable changes include a decrease in holdings by major funds such as Xingquan Helun Mixed A and E Fund Shanghai Stock Exchange Sci-Tech Innovation Board 50 ETF. The largest shareholder, Xingquan Helun Mixed A, holds 18.234 million shares, down by 1.3083 million shares from the previous period [3].

Core Viewpoint - The company has a long-standing partnership with Google, focusing on the hardware ecosystem for Google's AI model Gemini, with new product launches aimed at enhancing smart home capabilities [2] Group 1: Partnership and Collaboration - The company has over ten years of deep collaboration with Google [2] - The partnership is centered around the hardware ecosystem for Google's AI model Gemini [2] Group 2: Product Development - The company has launched several new products compatible with Gemini, including smart speakers, smart visual doorbells, and indoor and outdoor smart cameras [2] - These products aim to upgrade Google's smart home offerings to incorporate next-generation embedded AI capabilities [2] Group 3: Market Potential - The increasing penetration of edge AI technology is creating new application forms and scenarios [2] - The company plans to continue exploring the application potential of edge intelligence [2]

Core Viewpoint - The acquisition of 100% equity in ChipMic by the company is aimed at enhancing technological complementarity and expanding market scenarios, particularly in IoT and automotive sectors [2] Group 1: Acquisition Details - The company announced the acquisition of ChipMic's 100% equity on September 2025, with the core R&D team fully integrated into the company [2] - The collaboration focuses on developing a multi-dimensional communication technology stack that includes "cellular communication + optical communication + Wi-Fi" [2] Group 2: Strategic Benefits - ChipMic's expertise in communication technology for IoT and automotive applications will assist the company in expanding into wide-area network AIoT and smart automotive markets [2] - The acquisition is expected to facilitate the iteration of the company's W series products towards high-end forms like Wi-Fi 7 [2] Group 3: Future Outlook - The integration of business operations, technological collaboration, and commercialization of new products will require time to progress [2] - The company aims to optimize integration efficiency and accelerate the pace of technological iteration and market expansion, striving to realize the synergistic value transformation as soon as possible [2]

Core Viewpoint - The company has a long-standing partnership with Google, focusing on artificial intelligence and the deployment of hardware ecosystems for Google's Gemini model, with new product launches aimed at enhancing smart home capabilities [1] Group 1: Partnership and Collaboration - The company has over ten years of deep collaboration with Google [1] - The partnership is centered around the hardware ecosystem for Google's edge AI model, Gemini [1] Group 2: Product Development - The company has launched several new products compatible with Gemini, including smart speakers, visual doorbells, and indoor/outdoor smart cameras [1] - These products aim to upgrade Google's smart home offerings to a new generation with embedded edge AI capabilities [1] Group 3: Market Demand and Trends - The increasing penetration of edge AI technology is generating new application forms and scenarios [1] - The company plans to continue exploring the application potential of edge intelligence [1]

Core Viewpoint - The company, Amlogic, has a long-standing partnership with Google, focusing on the hardware ecosystem for Google's AI model, Gemini, which is expected to enhance the smart home product offerings [1] Group 1: Partnership and Collaboration - The company has over ten years of deep collaboration with Google [1] - The partnership is centered around the hardware ecosystem for Google's edge AI model, Gemini [1] Group 2: Product Development - The company has launched several new products compatible with Gemini, including smart speakers, smart visual doorbells, and indoor and outdoor smart cameras [1] - These products aim to upgrade Google's smart home offerings to a new generation with embedded edge AI capabilities [1] Group 3: Market Potential - The increasing penetration of edge AI technology is creating new application forms and scenarios [1] - The company plans to continue exploring the application potential of edge intelligence [1]