芯海科技（深圳）股份有限公司 2025年年度业绩预告 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。 一、本期业绩预告情况 （一）业绩预告期间 | | | 1 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 （1）经财务部门初步测算，预计芯海科技（深圳）股份有限公司（以下简 称"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。 （2）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。 （3）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。 （三）本次业绩预告未经注册会计师审计。 二、上年同期业绩情况 2024 年年度，公司营业收入为人民币 70,230.61 万元；归属于母公司所有者 的净利润为人民币-17,287.36 万元；归属于母公司所有者的扣除非经常性损益后 的净利 ...

Core Viewpoint - The company, Chipsea Technology, anticipates a net profit loss of approximately 106 million yuan for the year 2025, which represents a reduction in loss of about 67 million yuan compared to the previous year [1] Revenue Performance - The company expects to achieve an operating revenue of around 848 million yuan, reflecting a year-on-year growth of approximately 21% [1] - The revenue growth is primarily driven by strategic investments in new products such as series BMS chips, smart wearable PPG chips, and USB HUB chips, which are entering a rapid scaling phase and contributing significantly to revenue [1] - Traditional advantageous businesses, including smart instruments, human-computer interaction, and low-end consumer chips, have shown a recovery in demand, maintaining stable shipments and collectively driving the annual revenue growth [1]

Core Viewpoint - The company is actively responding to market demands and cost fluctuations by adjusting its pricing strategy and expanding its product applications and customer base to mitigate risks associated with reliance on a limited number of clients [1] Group 1 - The company is considering various factors such as market demand, raw material cost cycles, existing orders, and inventory to enhance efficiency and reduce costs through capacity cooperation [1] - The company is implementing a pricing strategy that is responsive to market dynamics and customer needs to protect the interests of shareholders [1] - The company is taking proactive measures to expand its product applications and customer base to minimize operational risks from potential changes in downstream customer demand [1]

证券日报网讯1月29日，芯海科技在互动平台回答投资者提问时表示，公司EC产品目前已经完成和国内 主流笔记本厂家的适配工作。公司将持续紧抓"国产替代"的发展机遇，积极做好各项工作，基于对细分 市场及应用场景的深刻理解，以更创新的产品及优质服务来满足用户需求，在战略主航道内逐步实现国 产替代。 ...

Core Viewpoint - The company is positioned to capitalize on the domestic substitution opportunity in the CPU market, particularly as global supply constraints affect major players like Intel and AMD [1] Group 1: Market Dynamics - Intel and AMD are experiencing production shortages, which may lead to prioritizing server CPU supply over PC CPUs, resulting in a tight supply for PC CPUs [1] - The entire CPU industry chain is expected to see price increases, similar to the logic behind rising storage prices [1] Group 2: Domestic Substitution Strategy - The company has completed compatibility work with major domestic laptop manufacturers for its EC products [1] - The company aims to leverage the "domestic substitution" trend by understanding niche markets and application scenarios, providing innovative products and quality services to meet user demands [1] - The company is the only EC chip manufacturer in mainland China and is focusing on adapting its products to work with domestic CPU manufacturers like Haiguang and Youxin [1]

Group 1 - The core viewpoint of the news highlights the significant performance of the stock market, particularly the surge in shares of Chipsea Technology, which reached a limit-up price of 44.46 yuan, with a trading volume of 1.86 billion yuan and a turnover rate of 3.08% [2] - Among the stocks listed on the Sci-Tech Innovation Board, 408 stocks were reported to be rising, with 13 stocks experiencing an increase of over 5%. Notable gainers included Chipsea Technology, Shengke Nano, and Lanke Technology, which rose by 20.00%, 12.95%, and 12.41% respectively [2] - Conversely, 181 stocks were reported to be declining, with significant drops observed in Luwei Optoelectronics, Aiwei Electronics, and Jingchen Co., which fell by 3.66%, 3.55%, and 3.48% respectively [2] Group 2 - In terms of capital flow, Chipsea Technology experienced a net outflow of 374,500 yuan in the previous trading day, with a total net outflow of 13.48 million yuan over the past five days [3] - The latest margin trading data as of January 21 indicated that the total margin balance for Chipsea Technology was 181 million yuan, with a financing balance of 181 million yuan, reflecting an increase of 946,100 yuan, or 0.53% from the previous trading day [3] - The short selling balance was reported at 14,800 yuan, which increased by 420 yuan, or 2.92% from the previous trading day. Over the past ten days, the total margin balance decreased by 10.74 million yuan, representing a decline of 5.61%, with financing balance down by 5.48% and short selling balance down by 94.59% [3]

Core Viewpoint - The company recognizes the significant opportunities presented by the robotics industry and is actively exploring collaborations in this field [1] Group 1: Company Strategy - The company emphasizes the importance of high-precision sensing and intelligent energy management in robotics, aligning with its "analog + MCU" technology platform [1] - The company has initiated active exploration and collaboration with relevant clients on key applications such as robotic electronic skin and six-dimensional force sensors [1] Group 2: Product Development - The company's products, including sensor signal conditioning, BMS, and ADC, are positioned for use in signal acquisition and energy management for robots, preparing for future market entry [1]

Core Viewpoint - The company has fully prepared for the new national standards for mobile power supplies, offering four comprehensive standard solutions that integrate self-developed high-precision BMS chips, PD fast charging protocol chips, and supporting APP software [1] Group 1: Company Preparedness - The company has launched four standard solutions ranging from minimal upgrades to high-end intelligent options [1] - These solutions are designed to help customers quickly meet the mandatory requirements of the new national standards in safety monitoring and intelligent interaction in a cost-effective manner [1] Group 2: Technological Innovations - The solutions incorporate high-precision measurement and USB direct connection technologies, significantly enhancing product safety and user experience [1] - The company aims to leverage these innovations to seize strategic opportunities arising from the reshaping of the industry landscape [1]

Core Viewpoint - The company emphasizes the significant opportunities presented by the robotics industry, aligning with its "analog + MCU" technology platform [1] Group 1: Company Initiatives - The company is actively exploring and collaborating with relevant clients on key applications such as robotic electronic skin and six-dimensional force sensors [1] - The company's products, including sensor signal conditioning, BMS, and ADC, are positioned for use in signal acquisition and energy management for robots, preparing for entry into this cutting-edge market [1]

Core Viewpoint - The company has successfully achieved mass production and sales of its lightweight edge BMC management chip for edge computing and server markets, driven by the increasing demand for data analysis and processing in various terminal applications due to the rise of AI large model derivative applications [1]. Group 1 - The company responded to an investor inquiry regarding its collaboration with Intel on edge computing chips, confirming that the chip has entered mass production [1]. - The demand for intelligent experiences in various terminals is leading to a significant increase in data analysis and processing needs [1]. - Business deployment scenarios and data generation processes are gradually shifting towards edge and terminal sides [1].