（文章来源：证券日报） 证券日报网讯 2月27日，芯朋微发布公告称，公司2025年度实现营业收入114272.05万元，较上年同期增 长18.47%；实现归属于母公司所有者的净利润18630.04万元，较上年同期增长67.34%。 ...

格隆汇2月27日丨芯朋微(688508.SH)公布2025年度业绩快报，报告期内，公司2025年度实现营业收入 11.43亿元，较上年同期增长18.47%；实现归属于母公司所有者的净利润1.86亿元，较上年同期增长 67.34%；实现归属于母公司所有者的扣除非经常性损益的净利润5,587.38万元，较上年同期减少 23.59%。 ...

| 项目 | 本报告期 | 上年同期 | 增减变动幅度 | | --- | --- | --- | --- | | | | | （％） | | 营业总收入 | 1,142,720,469.02 | 964,595,737.94 | 18.47 | | 营业利润 | 188,348,739.85 | 104,166,205.96 | 80.82 | | 利润总额 | 185,087,315.45 | 101,838,026.55 | 81.75 | | 归属于母公司所有者的净利 润 | 186,300,408.08 | 111,330,093.45 | 67.34 | | 归属于母公司所有者的扣除 非经常性损益的净利润 | 55,873,849.10 | 73,122,045.32 | -23.59 | | 基本每股收益（元） | 1.45 | 0.87 | 66.67 | | 加权平均净资产收益率 | 7.17% | 4.52% | 增加 个百 2.65 | | | | | 分点 | | | 本报告期末 | 本报告期初 | 增减变动幅度 （％） | | 总 资 产 | 3,308,444,929.69 | 2 ...

芯朋微发布业绩快报，2025年度实现营业总收入11.43亿元，同比增长18.47%；净利润1.86亿元，同比 增长67.34%。报告期内，公司2025年度营业收入同比增长18.47%，主要得益于新兴市场（服务器/通信/ 工业电机/光储充/新能源车）营收同比大幅成长50%左右以及新品类产品（DC-DC、Driver、Digital PMIC、Power Device、Power Module）营收同比大幅增长39%左右。 ...

Group 1 - The A-share market saw a strong performance in robotics-related stocks, with notable gains in several companies [1] - Jingzhu Technology (精锻科技) increased by over 17%, while Yimikang (依米康) rose by over 11% [1] - Other companies such as Bohai Automotive (渤海汽车), Chuanrun Co. (川润股份), and Dongyangguang (东阳光) reached the daily limit of 10% increase [1] Group 2 - The following table summarizes the performance of key stocks in the robotics sector, including their percentage increase and market capitalization: - Jingzhu Technology (300258): +17.52%, Market Cap: 9.419 billion [2] - Yimikang (300249): +11.51%, Market Cap: 7.849 billion [2] - Bohai Automotive (600960): +10.10%, Market Cap: 5.389 billion [2] - Chuanrun Co. (002272): +10.02%, Market Cap: 8.786 billion [2] - Dongyangguang (600673): +10.02%, Market Cap: 110.1 billion [2] - Other notable stocks include Bojie Co. (博杰股份), Rifa Precision Machinery (日发精机), and Changhua Group (长华集团) with increases around 10% [2]

Group 1 - The A-share market saw a collective rise in DeepSeek concept stocks, with notable increases in shares such as Youkede-W up nearly 14% and Shoudu Online up over 11% [1] - DeepSeek updated its model, with user feedback indicating enhancements in both web and app versions, now supporting a maximum context length of 1 million tokens, an increase from the previous version's 128K tokens released in August last year [1] Group 2 - Specific stock performance includes Youkede-W with a market cap of 19.5 billion and a year-to-date increase of 52.26%, Shoudu Online with a market cap of 15.8 billion and a year-to-date increase of 37.19%, and Dongfang Guoxin with a market cap of 17 billion and a year-to-date increase of 46.28% [2] - Other notable stocks include China Jushi with a market cap of 108.8 billion and a year-to-date increase of 59.01%, and Puyuan Information with a market cap of 3.126 billion and a year-to-date increase of 31.27% [2]

Core Viewpoint - The DeepSeek concept stocks in the A-share market experienced a collective rise, driven by updates to the DeepSeek model, which now supports a context length of up to 1 million tokens, significantly enhancing its capabilities compared to the previous version released in August last year, which supported 128K tokens [1]. Group 1: Stock Performance - Youke De-W (优刻得-W) saw a rise of 13.93%, with a total market capitalization of 19.5 billion and a year-to-date increase of 52.26% [2]. - Capital Online (首都在线) increased by 11.34%, with a market cap of 15.8 billion and a year-to-date rise of 37.19% [2]. - Dongfang Guoxin (东方国信) rose by 7.55%, with a market cap of 17 billion and a year-to-date increase of 46.28% [2]. - China Jushi (中国巨石) experienced a 6% increase, with a market cap of 108.8 billion and a year-to-date rise of 59.01% [2]. - Puyuan Information (普元信息) increased by 5.55%, with a market cap of 3.126 billion and a year-to-date rise of 31.27% [2]. - Chipengwei (芯朋微) rose by 5.07%, with a market cap of 9.151 billion and a year-to-date increase of 14.43% [2]. - Guangliwei (广立微) increased by 4.74%, with a market cap of 17.7 billion and a year-to-date rise of 23.54% [2]. - Huohuan New Network (光环新网) rose by 4.27%, with a market cap of 32.9 billion and a year-to-date increase of 46.52% [2].

Core Viewpoint - The company is enhancing its capabilities in "power and motor system-level overall solutions" based on its core strategy in the semiconductor energy sector [1] Group 1: Company Strategy - The company has established six product lines that leverage five core technologies, creating synergistic effects [1] - The company is actively expanding into emerging sectors such as energy and servers to drive growth [1] Group 2: Compliance and Disclosure - The company will strictly adhere to relevant laws and regulations regarding information disclosure and encourages stakeholders to pay attention to publicly disclosed information [1]

Core Insights - The company, Chipone Microelectronics, is enhancing its capabilities in "power and motor system-level overall solutions" based on its core strategy in the semiconductor energy sector [1] - The company has established six product lines that leverage five core technologies, creating synergistic effects [1] - The company is actively expanding into emerging sectors such as energy and servers to drive growth [1]

Group 1 - The core point of the news is that Chipone Microelectronics Co., Ltd. experienced a 5% decline in stock price, trading at 69.90 yuan per share, with a total market capitalization of 9.179 billion yuan [1] - Chipone Microelectronics, established on December 23, 2005, and listed on July 22, 2020, primarily engages in the research, design, production, sales, and related technical services of electronic components and integrated circuits, with 99.60% of its revenue coming from integrated circuits [1] Group 2 - From the perspective of fund holdings, Jin Yuan Shun An Fund has a significant position in Chipone Microelectronics, with its fund "Jin Yuan Shun An Baoshi Power Mixed" holding 29,600 shares, unchanged from the previous period, representing 4.2% of the fund's net value [2] - The fund "Jin Yuan Shun An Baoshi Power Mixed" has a total scale of 42.9667 million yuan, with a year-to-date return of 13.26% and a one-year return of 24.97% [2] Group 3 - The fund managers of "Jin Yuan Shun An Baoshi Power Mixed" are Kong Xiangpeng and Shang Changceng, with Kong having a tenure of 8 years and 222 days, and Shang having a tenure of 2 years and 100 days [3] - During their respective tenures, Kong achieved a best fund return of 11.29% and a worst return of -11.58%, while Shang achieved a best return of 29.16% and a worst return of 5.22% [3]