Core Viewpoint - Ankai Micro is planning higher process chips and will provide updates through regular or temporary reports, focusing on the needs of intelligent terminal devices regarding power consumption, integration, and processing performance [2] Group 1 - The company is responding to investor inquiries about the development of higher process chips [2] - The product development will consider the comprehensive needs of edge and endpoint intelligent terminals [2] - Continuous upgrades will be made based on requirements for power consumption, integration, and processing performance [2]

Group 1 - The company, Ankai Micro, emphasizes that its products are globally oriented, with exports playing a significant role in its revenue [2] - The company actively monitors global trends in technology, products, and markets, indicating a proactive approach to industry developments [2] - Ankai Micro acknowledges the possibility of communication and collaboration with major industry players, although it remains uncertain about specific engagements [2]

证券代码：688620 证券简称：安凯微 公告编号：2026-002 广州安凯微电子股份有限公司 关于收购思澈科技（南京）有限公司 85.79%股权 进展暨完成工商变更登记的公告 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。 一、本次收购概述 2025 年 12 月 22 日，公司召开 2025 年第三次临时股东会，审议通过了《关于 以现金方式收购思澈科技 85.79%股权的议案》。具体内容详见公司于 2025 年 12 月 23 日在上海证券交易所网站（www.sse.com.cn）披露的《广州安凯微电子股份有限 公司 2025 年第三次临时股东会决议公告》（公告编号：2025-068）。 二、本次收购进展情况 截至本公告披露日，公司已按照《关于思澈科技（南京）有限公司之股权转让 协议》的约定，完成了首笔股权转让款支付，思澈科技已根据协议约定完成工商变 1 更登记手续，并取得了南京市浦口区市场监督管理局换发的《营业执照》。 本次工商变更登记后，思澈科技的基本信息如下： 名称：思澈科技（南京）有限公司 广州安凯微电子股份 ...

Core Viewpoint - Ankai Micro has confirmed that its chips are widely used in edge intelligent products and can be adapted to various large models based on customer needs [1] Company Summary - Ankai Micro's chips are extensively applied in edge intelligent products [1] - The company has the capability to adapt its chips according to diverse large model requirements from clients [1]

Group 1 - The core transaction involved Ankai Micro, with a total of 2,260,700 shares traded on February 2, resulting in a transaction value of 21.454 million yuan, which accounted for 18.08% of the total trading volume for that day [1][2] - The transaction price was set at 9.49 yuan per share, representing a discount of 17.05% compared to the market closing price of 11.44 yuan [1]

Core Viewpoint - Ankai Micro is developing a 12nm process chip aimed at meeting market demands for high computing power, low power consumption, and high integration SoC [1] Group 1: Chip Features - The chip will integrate multi-core heterogeneous CPU and high-performance NPU modules [1] - It will also include a black light full-color high-performance AI ISP with low power consumption [1] Group 2: Application Areas - The chip is expected to be widely used in AI glasses and high-end display interactive terminals [1] - It will support complex edge AI processing capabilities in smart visual terminals [1]

Core Viewpoint - The company, Ankai Micro, has been maintaining technical cooperation and communication with Alibaba's ecosystem since its collaboration with Alibaba Cloud, focusing on areas such as chips, large model applications, and software-hardware solutions [1] Group 1: Technical Collaboration - The company has developed chips that are already utilized in Alibaba DingTalk AI hardware [1] - Multiple AI hardware solutions supporting Alibaba Cloud's video platform and Qianwen large model have been created, including AI cameras, AI glasses, and AI headphones [1] Group 2: Information Disclosure - The company will fulfill its information disclosure obligations according to regulatory requirements for any undisclosed information [1]

Core Viewpoint - The company has established ongoing technical collaborations with Alibaba and its affiliates, focusing on various technological solutions and applications in AI and hardware [1] Group 1: Collaboration with Alibaba - The company has maintained technical cooperation and communication with Alibaba's ecosystem since its partnership with Alibaba Cloud [1] - Collaborations include areas such as chips, large model applications, and software-hardware solutions [1] Group 2: Product Applications - The company's chips have been integrated into Alibaba DingTalk AI hardware and support multiple AI hardware solutions for Alibaba Cloud's video platform and Qianwen large model [1] - Specific products mentioned include AI cameras, AI glasses, and AI headphones [1] Group 3: Information Disclosure - The company commits to fulfilling information disclosure obligations as per regulatory requirements for any undisclosed information [1]

Group 1 - The company Ankai Micro announced an expected net profit attributable to shareholders of the parent company for 2025 to be between -120 million and -150 million yuan, indicating an increase in losses compared to the same period last year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be between -122 million and -152 million yuan, also reflecting a wider loss than the previous year [1]

Financial Performance - The company expects a net loss attributable to shareholders of the parent company for 2025 to be between -120 million and -150 million RMB, indicating an increase in losses compared to the previous year [3]. - The net profit attributable to shareholders after deducting non-recurring gains and losses is projected to be between -122 million and -152 million RMB, also reflecting an increase in losses year-over-year [3]. - In the previous year, the total profit was -55.08 million RMB, with a net loss attributable to shareholders of -56.77 million RMB, and a net loss after deducting non-recurring gains and losses of -62.39 million RMB [4]. Business Operations - The company achieved a shipment of over 17 million chips in 2025, covering areas such as vision, audio, and power management, with new products including low-power SoC chips for smart locks and AI glasses [7]. - The company is actively pursuing the acquisition of Sice Technology, aiming to integrate customer resources and technical advantages to enhance business synergy [7]. Research and Development - R&D expenses have increased as the company continues to invest heavily in technology enhancement and market expansion [7]. Financial Management - Financial expenses have risen due to fluctuations in the USD exchange rate and reduced interest income from cash management [7]. - Asset impairment losses have increased as the company has tested and recognized impairment losses on assets showing signs of impairment [8]. Forecast and Reporting - The performance forecast is based on preliminary calculations by the company's finance department and has not yet been audited by a registered accountant [9]. - Investors are advised to note that the forecast data is preliminary and the final audited financial data will be disclosed in the official 2025 annual report [11].