Core Viewpoint - The company is actively monitoring opportunities for mergers and acquisitions in line with its strategic planning and development needs, although it currently has no specific plans in place [2] Group 1 - The company is focused on capital market cooperation and is open to evaluating potential M&A opportunities [2] - As of now, the company has no related plans for mergers or acquisitions [2]

Core Insights - The company, Aojie Technology, has a strong presence in the custom chip business, covering key application areas such as cloud-side AI computing, wearable devices, and RISC-V, serving a diverse range of top-tier clients [2] - The company prioritizes collaboration with leading CSP manufacturers and system vendors based on client strength, project scale, compliance, and potential for mass production, indicating a strategic approach to client selection [2] - There is a robust demand for custom chip services, and the company is recognized as a leading player in this sector in China, with sustainable business prospects due to its deep technical expertise and extensive experience in advanced process mass production [2] - The company primarily offers Turn-key one-stop services, ensuring continued revenue from clients after the completion of NRE (Non-Recurring Engineering) costs, as it remains responsible for subsequent mass production [2]

Core Viewpoint - Aojie Technology is developing various solutions for cloud AI inference ASIC projects, focusing on compliance and customization for different client needs [2] Group 1: Product Development - The company has created high-cost-performance LPDDR solutions for large-scale applications [2] - Advanced packaging technologies, including 3D DRAM interfaces, are being developed to meet ultra-high bandwidth application requirements [2] - The solutions cover mainstream technological pathways currently available in the market [2]

国泰海通证券股份有限公司 根据《翱捷科技股份有限公司首次公开发行股票并在科创板上市招股说明 书》及《翱捷科技股份有限公司首次公开发行股票科创板上市公告书》，本次申 请解除股份限售的股东关于其持有的限售股上市流通的承诺如下： 关于翱捷科技股份有限公司 首次公开发行部分限售股上市流通的核查意见 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐机构"）作为翱 捷科技股份有限公司（以下简称"翱捷科技"或"公司"）首次公开发行股票并上 市持续督导的保荐机构，根据《证券发行上市保荐业务管理办法》《上海证券交 易所科创板股票上市规则》《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》等相关法律、法规和规范性文件的规定，对翱捷科技首次公 开发行部分限售股上市流通事项进行了核查，核查情况与意见如下： 一、本次上市流通的限售股类型 根据中国证券监督管理委员会（以下简称"中国证监会"）于 2021 年 12 月 14 日出具的《关于同意翱捷科技股份有限公司首次公开发行股票注册的批复》 （证监许可〔2021〕3936 号），同意公司首次公开发行股票的注册申请。公司 首次向社会公众公开发行人民币普通股（A 股）股 ...

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。 证券代码：688220 证券简称：翱捷科技 公告编号：2025-041 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 根据中国证券监督管理委员会（以下简称"中国证监会"）于 2021 年 12 月 14 日出具的《关于同意翱捷科技股份有限公司首次公开发行 股票注册的批复》（证监许可〔2021〕3936 号），同意公司首次公开 发行股票的注册申请。公司首次向社会公众公开发行人民币普通股（A 股）股票 41,830,089 股，并于 2022 年 1 月 14 日在上海证券交易所科 创板上市，发行完成后总股本为 418,300,889 股，其中限售条件流通 股 384,753,530 股，占公司总股本的 91.98%，无限售条件流通股为 ...

资料显示，翱捷科技股份有限公司位于中国(上海)自由贸易试验区科苑路399号10幢8层(名义楼层9层)， 成立日期2015年4月30日，上市日期2022年1月14日，公司主营业务涉及无线通信芯片的研发、设计及销 售,同时提供芯片定制服务及半导体IP授权服务。主营业务收入构成为：芯片产品销售92.39%，芯片定 制业务6.64%，半导体IP授权0.96%，测试服务与其他0.02%。 截至9月30日，翱捷科技股东户数2.34万，较上期增加12.16%；人均流通股15431股，较上期减少 10.84%。2025年1月-9月，翱捷科技实现营业收入28.80亿元，同比增长13.42%；归母净利润-3.27亿元， 同比增长20.62%。 机构持仓方面，截止2025年9月30日，翱捷科技十大流通股东中，银河创新混合A（519674）位居第五 大流通股东，持股1200.49万股，为新进股东。香港中央结算有限公司位居第七大流通股东，持股816.94 万股，相比上期增加374.29万股。嘉实上证科创板芯片ETF（588200）位居第九大流通股东，持股 569.89万股，相比上期减少26.18万股。 12月23日，翱捷科技涨2.05 ...

Group 1 - Alibaba has accelerated the divestment of external assets, having reduced its holdings in three listed companies within a week [1][2] - On December 17, Alibaba's shareholders reduced their stake in Huayi Brothers by 29,526,820 shares, decreasing their ownership from 6.06% to 5% [1] - On the same day, Alibaba Network completed a share reduction of 12,549,000 shares in Aojie Technology, representing 3% of the total share capital, with a total transaction value of 1.056 billion yuan [1] Group 2 - Alibaba's subsidiary, Taobao Holdings, reduced its stake in Red Star Macalline by 41,646,600 shares, which is 0.96% of the total share capital, bringing their ownership down from 7.33% to 6.37% [1] - As of December 18, Alibaba's latest holding in Red Star Macalline is 5.71% [1] - Earlier, on December 10, Meinian Health announced plans for a share reduction of up to 3% of its total share capital by Alibaba's subsidiary [2] Group 3 - A significant trend is that Alibaba's external investments are increasingly focused on the AI sector, with investments in AI rising from 4% to 50% of total investments after 2023 [4] - Alibaba has been actively investing in embodied intelligence, with several investments made throughout the year, including in companies like Beijing Xingdong Jiyuan Technology [4] - The CEO of Alibaba has indicated that the future may see more agents and robots than the global population, highlighting the importance of embodied intelligence in Alibaba's future AI applications [5] Group 4 - Alibaba is increasing its investment in its core businesses, including e-commerce and Alibaba Cloud, with a reported net cash flow from operating activities of 10.099 billion yuan, a 68% decrease year-on-year [5] - The company reported a free cash flow outflow of 21.840 billion yuan, contrasting with a net inflow of 13.735 billion yuan in the same period of 2024, indicating significant cash expenditures in the competitive landscape and AI infrastructure [5]

Group 1 - The core point of the news is that Aojie Technology (688220.SH) is currently experiencing a decline in stock price, closing at 79.09 yuan with a drop of 4.69%, resulting in a total market capitalization of 33.083 billion yuan, indicating that the stock is in a state of breaking its initial public offering price [1] - Aojie Technology was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on January 14, 2022, with an initial issuance of 41.83089 million shares at a price of 164.54 yuan per share, underwritten by Haitong Securities Co., Ltd. [1] - On its first day of trading, Aojie Technology's stock opened below the IPO price, reaching a maximum price of 130.11 yuan, which was the highest price since its listing [2] Group 2 - The total amount raised from Aojie Technology's initial public offering was 6.883 billion yuan, with a net amount of 6.546 billion yuan after deducting issuance costs, which was 4.166 billion yuan more than the original plan [2] - The company planned to raise 2.380 billion yuan for various projects, including new communication chip design, smart IPC chip design, integration of multiple wireless protocols, high-precision navigation solutions, research center construction, and working capital [2] - The total issuance costs for Aojie Technology's IPO amounted to 337 million yuan, with underwriting and sponsorship fees accounting for 310 million yuan [3]

格隆汇12月18日｜翱捷科技(688220.SH)今日低开低走，午后一度跌5.16%至78.7元，股价创7月28日以来逾4个月新低。翱捷科技公告称，公司股东阿里巴巴 (中国)网络技术有限公司已完成减持计划，通过大宗交易和集中竞价交易方式减持1254.9万股，占公司总股本的3%。减持价格区间为73.42至99.46元/股，总 金额为10.56亿元。减持后，阿里网络持股比例降至12.4333%。(格隆汇) ...

12月18日，翱捷科技跌5.03%，截至发稿，报78.81元/股，成交5.20亿元，换手率1.79%，总市值329.66 亿元。 资料显示，翱捷科技股份有限公司位于中国(上海)自由贸易试验区科苑路399号10幢8层(名义楼层9层)， 成立日期2015年4月30日，上市日期2022年1月14日，公司主营业务涉及无线通信芯片的研发、设计及销 售,同时提供芯片定制服务及半导体IP授权服务。主营业务收入构成为：芯片产品销售92.39%，芯片定 制业务6.64%，半导体IP授权0.96%，测试服务与其他0.02%。 从基金十大重仓股角度 数据显示，天弘基金旗下1只基金重仓翱捷科技。天弘上证科创板100指数增强发起A（021385）三季度 增持50股，持有股数9459股，占基金净值比例为2.23%，位居第五大重仓股。根据测算，今日浮亏损失 约3.94万元。 天弘上证科创板100指数增强发起A（021385）成立日期2024年5月14日，最新规模1846.4万。今年以来 收益42.85%，同类排名759/4197；近一年收益41.46%，同类排名811/4143；成立以来收益54.42%。 天弘上证科创板100指数增强发起 ...