证券代码：688521 证券简称：芯原股份 公告编号：2025-013 芯原微电子（上海）股份有限公司 关于召开2024年度暨2025年第一季度业绩说明会的公告 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。 重要内容提示： 会议召开地点： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： https://roadshow.sseinfo.com/） 一、说明会类型 芯原微电子（上海）股份有限公司（以下简称"公司"）将于 2025 年 4 月 26 日在上海证券交易所网站（www.sse.com.cn）披露《芯原微电子（上海）股份有 限公司 2024 年年度报告》及《芯原微电子（上海）股份有限公司 2025 年第一季 度报告》。为加强与投资者的深入交流，使投资者更加全面、深入地了解公司情 况，公司计划以视频直播结合网络互动方式召开 2024 年度暨 2025 年第一季度业 绩说明会（以下简称"说明会"），欢迎广大投资者积极参与。 二、说明会召开的时间、方式、地点 （一）会议召开时间：2025 年 4 月 ...

流动性方面，科创AIETF盘中换手3.16%，成交7836.36万元。拉长时间看，截至4月16日，科创AIETF近1年日均成交2.99亿元，排名可比基金第一。 规模方面，科创AIETF近3月规模增长22.75亿元，实现显著增长，新增规模位居可比基金1/6。 份额方面，科创AIETF近1月份额增长23.47亿份，实现显著增长，新增份额位居可比基金1/6。 资金流入方面，科创AIETF最新资金净流出840.71万元。拉长时间看，近11个交易日内，合计"吸金"5544.64万元。 数据显示，杠杆资金持续布局中。科创AIETF连续3天获杠杆资金净买入，最高单日获得414.85万元净买入，最新融资余额达760.67万元。 截至2025年4月17日 09:53，上证科创板人工智能指数(950180)强势上涨2.31%，成分股芯原股份(688521)上涨7.52%，虹软科技(688088)上涨4.07%，力合微 (688589)上涨3.93%，寒武纪(688256)，芯海科技(688595)等个股跟涨。科创AIETF(588790)上涨2.32%，最新价报0.57元。拉长时间看，截至2025年4月16日， 科创AIETF近 ...

股票代码：688521 股票简称：芯原股份 芯原微电子（上海）股份有限公司 VeriSilicon Microelectronics (Shanghai) Co., Ltd. （中国（上海）自由贸易试验区春晓路 289 号张江大厦 20A） 2023 年度向特定对象发行 A 股股票 募集说明书 （注册稿） 保荐机构（主承销商） 中国（上海）自由贸易试验区商城路 618 号 联席主承销商 广东省深圳市福田区中心三路 8 号卓越时代广场（二期）北座 二〇二五年四月 芯原微电子（上海）股份有限公司 募集说明书 声 明 本公司及全体董事、监事、高级管理人员承诺募集说明书及其他信息披露资 料不存在任何虚假记载、误导性陈述或重大遗漏，并对其真实性、准确性及完整 性承担连带赔偿责任。 公司负责人、主管会计工作负责人及会计机构负责人保证募集说明书中财务 会计资料真实、完整。 中国证券监督管理委员会、上海证券交易所对本次发行所作的任何决定或意 见，均不表明其对申请文件及所披露信息的真实性、准确性、完整性作出保证， 也不表明其对发行人的盈利能力、投资价值或者对投资者的收益作出实质性判断 或保证。任何与之相反的声明均属虚假不实陈述 ...

证券代码：688521 证券简称：芯原股份 公告编号：2025-012 关于近期经营情况的自愿性信息披露公告 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、准确性和性依法承担法律责任。 芯原微电子（上海）股份有限公司（以下简称"公司"或"芯原股份"或"芯 原"）是一家依托自主半导体 IP，为客户提供平台化、全方位、一站式芯片定制 服务和半导体 IP 授权服务的企业。公司拥有自主可控的图形处理器 IP（GPU IP）、 神经网络处理器 IP（NPU IP）、视频处理器 IP（VPU IP）、数字信号处理器 IP （DSP IP）、图像信号处理器 IP（ISP IP）和显示处理器 IP（Display Processor IP） 这六类处理器 IP，以及 1,600 多个数模混合 IP 和射频 IP。凭借长期保持在 30% 以上营收占比的高研发投入，芯原一直走在科技发展的前列，并且已经在 AI 领 域取得丰富的成就。例如，芯原全球领先的 NPU IP 已在 82 家客户的 142 款 AI 类芯片中获得采用，覆盖服务器、汽车、智能手机、可穿戴设备等 10 余 ...

Core Viewpoint - The approval of the private placement project will enhance the company's technology matrix and support its growth in key sectors such as AIGC, smart mobility, and graphics processing [1][2]. Fundraising and Project Details - The company plans to raise up to 1.807 billion yuan through a private placement, with funds allocated to two major projects: 1. AIGC and smart mobility Chiplet solution platform development, with a total investment of 1.089 billion yuan over five years [2]. 2. New generation IP development for AIGC and graphics processing, with a total investment of 719 million yuan over five years [2]. Financial Performance and Orders - The company expects a revenue of 2.323 billion yuan in 2024, a slight decrease of 0.66% year-on-year, and a net loss of 605 million yuan, an increase in loss of 309 million yuan year-on-year [3]. - The company has maintained a high order backlog for five consecutive quarters, with an order backlog of 2.406 billion yuan, up nearly 13% from the previous quarter [4]. Market Position and Growth Potential - The implementation of the private placement project is expected to enrich the company's technology matrix and create profit growth points, addressing the demand for high-performance computing chips in the AIGC market [4]. - The company has a diverse product application across various sectors, including consumer electronics, automotive electronics, and data processing, with a strong client base [5]. Revenue Forecast - The revenue forecasts for 2024-2026 are adjusted to 2.323 billion yuan, 2.980 billion yuan, and 3.668 billion yuan, respectively, reflecting a downward revision from previous estimates [5].

Investment Rating - The investment rating for the company is "Recommended" [1][13]. Core Views - The company has received approval for a private placement project, which will enhance its technology matrix and support its growth in key areas such as AIGC, smart transportation, and graphics processing [4][8]. - The company is a leading domestic semiconductor IP provider, focusing on customized chip solutions and semiconductor IP licensing, with a diverse range of applications across consumer electronics, automotive electronics, and data processing [9][8]. Financial Summary - The company reported a revenue of 2,338 million yuan in 2023, with a projected slight decline to 2,323 million yuan in 2024, followed by growth to 2,980 million yuan in 2025 and 3,668 million yuan in 2026 [6][10]. - The net profit for 2023 was -296 million yuan, with further losses expected in 2024 at -605 million yuan, but a return to profitability is anticipated in 2026 with a net profit of 21 million yuan [6][10]. - The gross margin is projected to be 44.8% in 2023, slightly decreasing to 42.5% in 2024, and stabilizing around 42.4% to 42.7% in the following years [6][11]. Project Details - The company plans to raise up to 1.807 billion yuan through the private placement, with key projects including a Chiplet solution platform for AIGC and smart transportation, and a new generation of IP development for high-performance graphics processors and AI applications [8][9]. - The Chiplet project has a total investment of 1.089 billion yuan and aims to enhance the company's chip design capabilities and reduce costs for clients [8]. - The new IP development project is expected to require 719 million yuan and will focus on high-performance GPU IP and AI IP, further solidifying the company's market position [8]. Order and Revenue Outlook - The company has maintained a strong order backlog, with 2.406 billion yuan in orders as of the end of 2024, reflecting a 13% increase from the previous quarter [9]. - New orders signed in the fourth quarter of 2024 exceeded 940 million yuan, marking a significant increase compared to the first half of 2024 and the second half of 2023 [9].

Group 1 - The core viewpoint of the news highlights the positive momentum in the semiconductor sector, particularly the Sci-Tech Innovation Chip sector, as institutions have raised profit expectations for multiple stocks in this area [1][3] - The Sci-Tech Innovation Chip 50 ETF (588750) saw a significant increase, with a rise of over 1% and a trading volume exceeding 12 million yuan on March 26 [1] - Chip Yuan Co., Ltd. (688521) experienced a notable stock increase, rising over 10% at one point and currently up over 7%, driven by a successful fundraising project aimed at developing solutions for AIGC and smart transportation [2][3] Group 2 - The semiconductor industry is benefiting from the AI boom, with the top ten global IC design companies projected to achieve a combined revenue of approximately 249.8 billion USD in 2024, reflecting a 49% year-on-year growth [2] - Several semiconductor companies, including ZTE, Lexin Technology, and Cambrian, have seen significant upward adjustments in profit expectations for 2025, with Longxin Zhongke's net profit forecast raised by 500% by Huachuang Securities [3] - The NAND price recovery is faster than previously expected, and increased investments in data centers by companies like ByteDance and Alibaba are driving high growth in storage demand [3]

Core Viewpoint - The registration of the 1.807 billion yuan private placement project by Chiplet Co. has been approved, aimed at funding R&D projects in AIGC and smart mobility sectors, enhancing the company's capabilities in semiconductor IP and Chiplet solutions [1][2]. Group 1: Fundraising and Project Purpose - The company plans to raise no more than 1.807 billion yuan for R&D projects related to AIGC and new generation IP development [1]. - The Chiplet project targets market demands in data centers and smart mobility, allowing the company to upgrade to a Chiplet supplier while maintaining its semiconductor IP licensing business [1][2]. Group 2: Market Position and Performance - Chiplet Co. holds the largest market share in China's semiconductor IP licensing business and ranks eighth globally as of May 2024 [2]. - From 2020 to 2022, the company achieved a compound annual growth rate of approximately 33% in revenue, with a notable performance in 2022 [2]. Group 3: Financial Performance and Recovery - Despite a challenging industry environment, the company maintained positive net profits in the first half of 2023, with revenue showing signs of recovery in 2024 [3]. - In Q3 2024, the company's revenue reached a record high for that quarter, growing by 23.60% year-on-year, with an expected overall revenue for 2024 remaining stable compared to 2023 [3]. Group 4: Orders and R&D Investment - As of the end of 2024, the company had 2.406 billion yuan in hand orders, marking a 13% increase from the previous quarter [4]. - R&D expenses are projected to increase by approximately 32% in 2024, reflecting a strategic focus on enhancing R&D during the industry downturn [4].

证券代码：688521 证券简称：芯原股份 公告编号：2025-011 芯原微电子（上海）股份有限公司 关于2023年度向特定对象发行A股股票申请 四、自同意注册之日起至本次发行结束前，你公司如发生重大事项，应及时 报告上海证券交易所并按有关规定处理。 公司董事会将按照上述批复文件和相关法律法规的要求以及公司股东大会 的授权，在规定期限内办理本次向特定对象发行股票的相关事项，并及时履行信 息披露义务，敬请广大投资者注意投资风险。 特此公告。 芯原微电子（上海）股份有限公司董事会 2025 年 3 月 25 日 获得中国证券监督管理委员会同意注册批复的公告 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。 芯原微电子（上海）股份有限公司（以下简称"公司"）于近日收到中国证 券监督管理委员会出具的《关于同意芯原微电子（上海）股份有限公司向特定对 象发行股票注册的批复》（证监许可〔2025〕561 号）（以下简称"批复文件"）， 批复文件内容如下： 一、同意你公司向特定对象发行股票的注册申请。 二、你公司本次发行应严格按照报送上海 ...