Core Viewpoint - The company, as a strategic partner in the HarmonyOS ecosystem, has successfully integrated over 300 HarmonyOS smart connection project opportunities and completed the connection of 125 SKUs by June 30, 2025, with total terminal product shipments exceeding 40 million units [1] Group 1: Company Achievements - The company has achieved multiple mass production projects in personal care and sports health sectors [1] - The product range includes high-precision ADC, MCU, and embedded control chips, widely applied in smart home and wearable device sectors [1] Group 2: Technological and Strategic Positioning - The company leverages its "analog + MCU" dual-platform technology advantage and deep involvement in the HarmonyOS ecosystem [1] - The company aims to respond to policy directives and assist clients in meeting domestic adaptation needs, contributing to the development of the smart home industry [1]

Core Viewpoint - The company has not yet developed or applied AI intelligent agent technology, focusing instead on integrating AI capabilities with full signal chain technology [1] Group 1: AI Strategy - The company's AI strategy is centered on combining AI capabilities with full signal chain technology [1] - The company aims to provide a "chip + algorithm + solution" approach in a "cloud-edge-end" collaborative environment [1] - The company will continue to monitor cutting-edge technologies and actively seize development opportunities [1]

证券日报网讯2月11日，芯海科技在互动平台回答投资者提问时表示，EC、边缘计算及健康管理芯片是 公司基于"芯片+算法+AI"全栈能力打造的战略性产品，其市场导入与上量周期与传统消费芯片不同， 需要与终端生态进行深度协同研发与验证。目前，公司EC芯片已进入全球主流笔电供应链并实现大规 模出货；轻量级edgeBMC管理芯片正随边缘计算及服务器市场的需求增长而稳步导入客户；健康管理 芯片及方案则与行业伙伴共同推进从精准测量到健康服务的闭环构建。公司将持续聚焦这些高潜力赛 道，通过深化与核心客户的联合创新、加快场景化方案落地来加速商业化进程，这些布局将为公司带来 长期而独特的增长动能。 ...

Group 1 - The core viewpoint of the article is that the company, Chipsea Technology (688595.SH), is not currently engaged in the development and application of AI intelligent agent technology [1] - The company's AI strategy focuses on integrating AI capabilities with full signal chain technology, providing a combination of "chip + algorithm + solution" in a "cloud-edge-end" collaborative manner [1]

格隆汇2月11日丨芯海科技(688595.SH)在投资者互动平台表示，公司目前未开展类AI智能体技术开发和 应用业务。公司的AI战略聚焦于将AI能力与全信号链技术结合，在"云边端"协同中提供"芯片+算法+解 决方案"。 ...

格隆汇2月11日丨芯海科技(688595.SH)在投资者互动平台表示，EC、边缘计算及健康管理芯片是公司基 于"芯片+算法+AI"全栈能力打造的战略性产品，其市场导入与上量周期与传统消费芯片不同，需要与 终端生态进行深度协同研发与验证。目前，公司EC芯片已进入全球主流笔电供应链并实现大规模出 货；轻量级edge BMC管理芯片正随边缘计算及服务器市场的需求增长而稳步导入客户；健康管理芯片 及方案则与行业伙伴共同推进从精准测量到健康服务的闭环构建。公司将持续聚焦这些高潜力赛道，通 过深化与核心客户的联合创新、加快场景化方案落地来加速商业化进程，这些布局将为公司带来长期而 独特的增长动能。 ...

国科微：公司已完成智慧视觉、商用大屏、影音方案从OpenHarmony3.1到OpenHarmony5.1版本迭代。 截至目前，国科微旗下8款开源鸿蒙芯片平台实现在智慧家庭、智慧视觉、智慧大屏以及商业显示等行 业的量产商用。 芯海科技：通过"芯片+算法+系统"的全链路创新，发力"鸿蒙化"产品。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 点评：去年底，华为发布Mate80系列和MateX7等产品，国联民生认为，不仅是硬件层面的更新，更是 软件生态进化的集中呈现，是鸿蒙生态从突破走向成熟好用的里程碑鸿蒙生态经历过一年飞速成长，已 有超30万应用与元服务，适配度超95%，鸿蒙生态与头部互联网应用已全部完成适配，中长尾应用加速 上线，覆盖政务民生、金融理财、交通出行、影音娱乐等多个行业。伴随9000多个应用参与了70多种系 统级创新体验的联合打造，鸿蒙生态在"可用"的基础上加快迈向"好用"。 其他生态方面，华创证券统计，搭载开源鸿蒙产品种类超1200款，总量超11.9亿台，开发者超720万， 上架应用与元服务数量超2.5万个。同时，系统级智能体小艺通过导航条、语音对话、搜索、建 ...

Group 1 - The company announced a total asset impairment loss and credit impairment loss of 22.86 million yuan for the year 2025, reflecting the company's financial condition accurately as of December 31, 2025 [2][4] - The credit impairment loss amounted to 5.77 million yuan, based on expected credit losses from accounts receivable and other receivables [2] - The inventory impairment loss was 17.09 million yuan, calculated based on the lower of cost and net realizable value [3] Group 2 - For the year 2025, the company expects to achieve an operating revenue of approximately 848 million yuan, representing a year-on-year growth of about 21% [10] - The projected net loss attributable to the parent company for 2025 is approximately 106 million yuan, which is a reduction in loss of about 67 million yuan compared to the previous year [10] - The company anticipates a net loss of approximately 116 million yuan after deducting non-recurring gains and losses, also reflecting a reduction in loss compared to the previous year [10][12] Group 3 - The revenue growth is primarily driven by the successful launch of new products such as series BMS chips, smart wearable PPG chips, and USB HUB chips, alongside stable demand in traditional business areas [13] - The company incurred share-based payment expenses of approximately 34 million yuan, impacting the net profit attributable to the parent company [14] - The asset impairment preparation is based on the company's actual situation and accounting standards, and it does not involve changes in accounting methods [4][15]

格隆汇1月30日丨芯海科技(688595.SH)公布，经财务部门初步测算，预计公司2025年年度实现营业收入 84,800万元左右,同比去年增长21%左右。预计2025年年度实现归属于母公司所有者的净利润-10,600万元 左右，同口径对比较去年减亏6,700万元左右。预计2025年年度实现归属于母公司所有者的扣除非经常 性损益后的净利润为-11,600万元左右，同口径对比较去年减亏6,600万元左右。 报告期内，实现营业收入84,800万元左右,同比去年增长21%左右，营收增长主要为：一是前期战略投入 新产品如系列化BMS芯片、智能穿戴PPG芯片及USBHUB芯片进入快速上量阶段，贡献显著收入增 长；二是传统优势业务包括智能仪表、人机交互及低端消费类芯片需求回稳，出货保持稳定，共同推动 了全年营收增长。 ...

| 证券代码：688595 | 证券简称：芯海科技 | 公告编号：2026-004 | | --- | --- | --- | | 债券代码：118015 | 债券简称：芯海转债 | | 芯海科技（深圳）股份有限公司 关于2025年度计提资产减值准备的公告 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。 （二）资产减值损失 结合芯海科技（深圳）股份有限公司（以下简称"公司"）的实际经营情况及 行业市场变化等因素的影响，根据《企业会计准则》以及公司会计政策、会计估 计的相关规定，为了真实、准确地反映公司截至 2025 年 12 月 31 日的财务状况， 本着谨慎性原则，公司对截至 2025 年 12 月 31 日公司及下属子公司的资产进行 了减值测试，对可能发生资产减值损失的相关资产计提减值准备。2025 年度确 认的资产减值损失和信用减值损失总额为 2,286.04 万元。具体情况如下表所示： 单位：万元（人民币） | 序号 | 项目 | 本期发生额 | | 备注 | | --- | --- | --- | --- | - ...