格隆汇12月31日丨翱捷科技(688220.SH)在投资者互动平台表示，公司在手订单中有AI眼镜项目，具体 客户名字受限于客户保密协议要求，不方便披露。 ...

格隆汇12月31日丨翱捷科技(688220.SH)在投资者互动平台表示，公司晶圆供应商境内境外都有，以台 积电为主；封测的供应商主要为境内厂商。目前产能方面暂未看到瓶颈。 ...

Core Viewpoint - The company Aojie Technology (688220) will have 8.7312 million shares of its restricted stock available for trading starting January 5, 2026, marking the end of a 36-month lock-up period since its IPO on January 14, 2022 [2] Group 1: Stock Information - The number of restricted shares to be released is 8.7312 million, which accounts for 2.09% of the company's total share capital [2] - The shareholders involved in this release include the concerted parties of the actual controller and former supervisors and core technical personnel holding shares indirectly through an employee stock ownership platform [2] - The relevant shareholders have made commitments regarding the lock-up of their shares and future intentions for reduction [2] Group 2: Company Performance - Aojie Technology was listed on the Sci-Tech Innovation Board in January 2022, with an initial public offering of 41.8301 million shares [2] - For the first three quarters, the company achieved total operating revenue of 2.88 billion yuan, representing a year-on-year growth of 13.42% [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688220 证券简称：翱捷科技 公告编号：2025-041 翱捷科技股份有限公司 关于首次公开发行部分限售股票上市公告 本次上市流通的限售股为公司首次公开发行前部分限售股8,731,174股，占公司股本总数的2.09%,限售股 股东数量为3名，锁定期为公司首次公开发行股票上市之日起三个完整会计年度，现锁定期即将届满， 将于2026年1月5日起上市流通。 二、本次上市流通的限售股形成后至今公司股本数量变化情况 本次上市流通的限售股属于公司首次公开发行前部分限售股份，自公司首次公开发行股票至今，公司未 发生因利润分配、公积金转增导致股本数量变化的情况。 三、本次上市流通的限售股的有关承诺 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。 重要内容提示： ● 本次股票上市类型为首发限售股份；股票认购方式为网下，上市股数为8,731,174股。 本次股票上市流通总数为8,731,174股。 ● 本次股票上市流通日期为2026年1月5日。 一、本次上市流通的限售股类型 根据 ...

Group 1 - The company maintains an optimistic outlook for overall revenue in the coming year, primarily driven by several key business segments [1] - The 4G cellular IoT business is expected to remain a core revenue pillar through 2026, supported by a solid market position and strong customer base [1] - The 5G RedCap business has completed its full product line layout, with ample project reserves and successful collaborations leading to bulk shipments, indicating steady revenue growth potential [1] Group 2 - The 5G eMBB business has recently secured customer orders, with large-scale shipments anticipated to begin in Q1 2026 [1] - The smartphone SoC business is set to launch multiple products annually, with recent advancements including the first 5G smartphone SoC chip, expanding into various terminal applications [1] - The chip customization business has a rich order reserve, with significant revenue growth expected as projects are delivered in 2026 [1]

Core Viewpoint - The company emphasizes that 5G RedCap is a key growth area, with the transition from 4G to 5G in the IoT sector being an inevitable trend [1] Group 1: Business Development - The company has launched three platforms targeting module, automotive, and MiFi markets, as well as lightweight and smart wearable devices [1] - Nearly 10 chip models have been commercialized, with over 50 terminal product projects currently in steady progress [1] - Several clients, including ZTE and Feimao, have begun mass production since the fourth quarter [1] Group 2: Market Outlook - The continuous improvement of 5G infrastructure and the gradual realization of 5G network commercial value are expected to lead to significant growth opportunities in the 5G RedCap market by 2026 [1] - The company anticipates that the shipment volume of related products will exceed one million units [1]

Core Viewpoint - The company has established a strong technological foundation in the artificial intelligence sector, showcasing its capabilities in various aspects of AI development [1] Group 1: Technological Capabilities - The company possesses full-stack independent research and development capabilities, enabling integrated design from hardware accelerators and algorithm optimization to software stacks and toolchains [1] - The company has developed a flexible and powerful NPU architecture, supporting mainstream AI models such as CNN, RNN, and Transformer, with high computational flexibility ranging from below 1 TOPS to several tens of TOPS, allowing it to meet diverse product performance requirements [1] - The company's AI capabilities cater to both edge AI needs in consumer electronics like smartphones and tablets, as well as cloud-edge inference tasks, while also supporting integration with advanced storage technologies like 3D stacking to enhance processing efficiency and expand AI applications in complex scenarios [1]

证券日报网12月24日讯 ，翱捷科技在接受投资者提问时表示，截至2025年12月18日，阿里网络所持公 司3%股份的减持计划已全部实施完毕。本次减持完成后，阿里网络仍持有公司12.43%的股份，为公司 重要股东。阿里网络系公司早期股东，自2017年起已参与公司多轮融资。本次减持是其基于自身商业安 排作出的决策，并非不看好公司未来发展。截至目前，公司尚未获悉阿里网络存在新的减持计划。 （文章来源：证券日报） ...

Group 1 - The core viewpoint of the article is that the company, Aojie Technology, is optimistic about its future revenue from ASIC custom business due to a sufficient backlog of orders, all of which are advanced process projects with high complexity and large individual order sizes [2] - The company has indicated that the current orders and project progress support a positive outlook for revenue recognition in 2026 and 2027 [2] - Aojie Technology's ASIC custom business is characterized by a strong order book, suggesting robust demand in the market [2] Group 2 - The company emphasizes that the complexity of its projects contributes to the larger scale of individual orders, which is a positive indicator for future growth [2] - The focus on advanced process projects highlights the company's strategic positioning in a competitive industry [2] - The optimistic revenue outlook reflects the company's confidence in its operational capabilities and market demand [2]

（文章来源：证券日报） 证券日报网12月24日讯 ，翱捷科技在接受投资者提问时表示，公司的5G智能SoC芯片已经于2025年9月 流片，预计本月底前回片。 ...