688620 安凯微
已收盘 08-14 15:00:01
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安凯微(688620)披露聘任董事会秘书公告,8月14日股价上涨1.58%
证券之星 · 08-14 22:40
安凯微(688620)披露聘任董事会秘书公告,8月14日股价上涨1.58%
安凯微:对达成综合毛利率突破30%目标抱有积极预期
证券之星 · 08-14 15:33
安凯微:对达成综合毛利率突破30%目标抱有积极预期
安凯微:出货量是十万颗以上级别
证券之星 · 08-14 15:33
安凯微:出货量是十万颗以上级别
每周股票复盘:安凯微(688620)回购股份用于员工激励
证券之星 · 08-09
每周股票复盘:安凯微(688620)回购股份用于员工激励
安凯微新注册《安凯微Sky39AV130嵌入式平台V1.00》项目的软件著作权
证券之星 · 08-08
安凯微新注册《安凯微Sky39AV130嵌入式平台V1.00》项目的软件著作权
股市必读:安凯微新发布《广州安凯微电子股份有限公司关于以集中竞价交易方式回购公司股份的进展公告》
证券之星 · 08-05
股市必读:安凯微新发布《广州安凯微电子股份有限公司关于以集中竞价交易方式回购公司股份的进展公告》
安凯微:AI眼镜芯片已实现量产
证券之星 · 08-03
安凯微:AI眼镜芯片已实现量产
股市必读:安凯微新发布《广州安凯微电子股份有限公司2026年第一次临时股东会会议资料》
证券之星 · 08-03
股市必读:安凯微新发布《广州安凯微电子股份有限公司2026年第一次临时股东会会议资料》
每周股票复盘:安凯微(688620)上半年出货量增、营收增长
证券之星 · 08-02
每周股票复盘:安凯微(688620)上半年出货量增、营收增长
安凯微(688620)披露董事会换届选举议案,7月31日股价上涨6.72%
证券之星 · 07-31
安凯微(688620)披露董事会换届选举议案,7月31日股价上涨6.72%
安凯微:招商证券、南方基金等多家机构于7月23日调研我司
证券之星 · 07-28
安凯微:招商证券、南方基金等多家机构于7月23日调研我司
每周股票复盘:安凯微(688620)董事会换届选举进展公布
证券之星 · 07-26
每周股票复盘:安凯微(688620)董事会换届选举进展公布
安凯微(688620)披露关于召开2026年第一次临时股东会的通知,7月22日股价上涨11.51%
证券之星 · 07-22
安凯微(688620)披露关于召开2026年第一次临时股东会的通知,7月22日股价上涨11.51%
【机构调研记录】万家基金调研安凯微
证券之星 · 07-13
【机构调研记录】万家基金调研安凯微
【私募调研记录】福汇资本调研安凯微
证券之星 · 07-13
【私募调研记录】福汇资本调研安凯微
每周股票复盘:安凯微(688620)上半年营收增85%以上
证券之星 · 07-12
每周股票复盘:安凯微(688620)上半年营收增85%以上
安凯微:7月9日接受机构调研,国投证券、万家基金等多家机构参与
证券之星 · 07-10
安凯微:7月9日接受机构调研,国投证券、万家基金等多家机构参与
安凯微:公司带算力芯片出货量持续增长
证券之星 · 07-08
安凯微:公司带算力芯片出货量持续增长
安凯微(688620)披露2026年半年度业绩预告,7月7日股价上涨2.52%
证券之星 · 07-07
安凯微(688620)披露2026年半年度业绩预告,7月7日股价上涨2.52%
安凯微(688620.SH)发预盈,预计半年度归母净利润3800万元到4300万元,扭亏为盈
智通财经 · 07-07
安凯微(688620.SH)发预盈,预计半年度归母净利润3800万元到4300万元,扭亏为盈
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公司概况
公司名称:
广州安凯微电子股份有限公司
所属行业:
计算机、通信和其他电子设备制造业
上市日期:
2023-06-27
主营业务:
广州安凯微电子股份有限公司的主营业务是物联网智能硬件核心SoC芯片的研发、设计、终测和销售。公司的主要产品是物联网摄像机芯片、物联网应用处理器芯片。
发行价格:
10.68
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15:33","pubTimestamp":1786692802,"startTime":"0","endTime":"0","summary":"证券之星消息,安凯微08月14日在投资者关系平台上答复投资者关心的问题。公司上半年营收同比增长约85%,但归母净利润率仅约8.8%-9.8%,显著低于营收增速。下半年随着新产品进一步放量,综合毛利率是否有望突破30%?关于您对综合毛利率的期待,我们对达成该目标抱有积极预期,具体数据请关注后续我们披露的定期报告。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026081400020246.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","688620","BK0231"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659119521","title":"安凯微:出货量是十万颗以上级别","url":"https://stock-news.laohu8.com/highlight/detail?id=2659119521","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2659119521?lang=zh_cn&edition=full","pubTime":"2026-08-14 15:33","pubTimestamp":1786692794,"startTime":"0","endTime":"0","summary":"关于AI眼镜芯片的具体出货数据我们会按照监管要求做好信息披露。由于公司年度整体芯片出货量较大,鉴于目前AI眼镜整体的市场规模,短期之内AI眼镜芯片对整体营收、毛利率的贡献较为有限。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026081400020233.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688620","BK0214","BK0231"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658675531","title":"每周股票复盘:安凯微(688620)回购股份用于员工激励","url":"https://stock-news.laohu8.com/highlight/detail?id=2658675531","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658675531?lang=zh_cn&edition=full","pubTime":"2026-08-09 02:34","pubTimestamp":1786214052,"startTime":"0","endTime":"0","summary":"截至2026年8月7日收盘,安凯微报收于15.52元,较上周的13.02元上涨19.2%。本周,安凯微8月7日盘中最高价报15.7元。安凯微当前最新总市值60.84亿元,在半导体板块市值排名154/178,在两市A股市值排名2693/5205。本周关注点公司公告汇总:截至2026年7月31日,安凯微已回购股份1,908,232股,占总股本0.49%,支付资金24,686,251.46元。本次回购股份用于员工持股计划或股权激励。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026080900000747.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","688620","BK0231"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657369623","title":"安凯微新注册《安凯微Sky39AV130嵌入式平台V1.00》项目的软件著作权","url":"https://stock-news.laohu8.com/highlight/detail?id=2657369623","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657369623?lang=zh_cn&edition=full","pubTime":"2026-08-08 02:23","pubTimestamp":1786126993,"startTime":"0","endTime":"0","summary":"证券之星消息,近日安凯微(688620)新注册了《安凯微Sky39AV130嵌入式平台V1.00》项目的软件著作权。今年以来安凯微新注册软件著作权3个,较去年同期减少了40%。结合公司2025年年报财务数据,2025年公司在研发方面投入了1.51亿元,同比增13.66%。通过天眼查大数据分析,广州安凯微电子股份有限公司共对外投资了7家企业,参与招投标项目19次;财产线索方面有商标信息102条,专利信息621条,著作权信息81条;此外企业还拥有行政许可30个。数据来源:天眼查APP以上内容为证券之星据公开信息整理,不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026080800001180.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688620","159180","BK0231","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657568747","title":"股市必读:安凯微新发布《广州安凯微电子股份有限公司关于以集中竞价交易方式回购公司股份的进展公告》","url":"https://stock-news.laohu8.com/highlight/detail?id=2657568747","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657568747?lang=zh_cn&edition=full","pubTime":"2026-08-05 01:20","pubTimestamp":1785864026,"startTime":"0","endTime":"0","summary":"公司公告汇总广州安凯微电子股份有限公司关于以集中竞价交易方式回购公司股份的进展公告广州安凯微电子股份有限公司于2026年3月30日召开董事会,审议通过以集中竞价交易方式回购公司股份的预案,回购金额为1,500万元至2,500万元,价格不超过17.20元/股,回购期限为董事会审议通过之日起12个月。本次回购股份用于员工持股计划或股权激励。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026080500001592.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0231","BK0214","688620"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656329399","title":"安凯微:AI眼镜芯片已实现量产","url":"https://stock-news.laohu8.com/highlight/detail?id=2656329399","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656329399?lang=zh_cn&edition=full","pubTime":"2026-08-03 15:36","pubTimestamp":1785742582,"startTime":"0","endTime":"0","summary":"例如,在AI眼镜领域,公司部分AI眼镜芯片已实现量产,目前公司正在大力推广AI眼镜芯片和方案,旨在实现更多客户和品牌出货。公司低功耗蓝牙芯片AK1080和1090已有一些阶段性推广成果,如AI翻译耳机、教育市场等场景。支持视觉跟踪的AK2659芯片已实现出货,芯片在桌面机器人、视觉跟踪应用有较大潜力。同时,公司也在积极规划或研发后续芯片产品,如新一代AI眼镜芯片,更高算力支持边缘智能处理芯片等等,为持续业绩增长打下基础。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026080300014698.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","688620","BK0231","159813"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656348257","title":"股市必读:安凯微新发布《广州安凯微电子股份有限公司2026年第一次临时股东会会议资料》","url":"https://stock-news.laohu8.com/highlight/detail?id=2656348257","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656348257?lang=zh_cn&edition=full","pubTime":"2026-08-03 01:40","pubTimestamp":1785692421,"startTime":"0","endTime":"0","summary":"当日关注点交易信息汇总:7月31日主力资金净流入820.44万元,占总成交额2.43%。公司公告汇总广州安凯微电子股份有限公司2026年第一次临时股东会会议资料广州安凯微电子股份有限公司将于2026年8月14日召开2026年第一次临时股东会,审议董事会换届选举相关议案。会议将提名胡胜发、薛广平、苏东为第三届董事会非独立董事候选人,提名张荟、薛军、王有柱为独立董事候选人。上述候选人任期三年,自股东会审议通过之日起生效。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026080300000645.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","BK0231","688620"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656316901","title":"每周股票复盘:安凯微(688620)上半年出货量增、营收增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2656316901","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2656316901?lang=zh_cn&edition=full","pubTime":"2026-08-02 02:06","pubTimestamp":1785607573,"startTime":"0","endTime":"0","summary":"截至2026年7月31日收盘,安凯微报收于13.02元,较上周的15.1元下跌13.77%。本周关注点来自机构调研要点:受益于新产品量产及需求增长,公司上半年芯片出货量同比增长,营业收入增长,毛利率持续改善。机构调研要点受益于2025年底新推出产品陆续顺利量产导入、I 硬件及 I 应用需求的持续增长,加之结合上游原材料成本变动对产品执行的价格调整措施,公司今年上半年芯片出货量同比增长,营业收入增长,毛利率持续改善。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026080200000491.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688620"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655629613","title":"安凯微(688620)披露董事会换届选举议案,7月31日股价上涨6.72%","url":"https://stock-news.laohu8.com/highlight/detail?id=2655629613","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2655629613?lang=zh_cn&edition=full","pubTime":"2026-07-31 22:15","pubTimestamp":1785507311,"startTime":"0","endTime":"0","summary":"截至2026年7月31日收盘,安凯微报收于13.02元,较前一交易日上涨6.72%,最新总市值为51.04亿元。该股当日开盘12.96元,最高13.68元,最低12.8元,成交额达3.38亿元,换手率为6.53%。近日,广州安凯微电子股份有限公司披露2026年第一次临时股东会会议资料,公司将于2026年8月14日召开2026年第一次临时股东会,审议董事会换届选举相关议案。上述候选人任期三年,自股东会审议通过之日起生效。会议采取现场投票与网络投票相结合方式表决。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026073100041731.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0231","688620","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654008574","title":"安凯微:招商证券、南方基金等多家机构于7月23日调研我司","url":"https://stock-news.laohu8.com/highlight/detail?id=2654008574","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2654008574?lang=zh_cn&edition=full","pubTime":"2026-07-28 17:46","pubTimestamp":1785231981,"startTime":"0","endTime":"0","summary":"证券之星消息,2026年7月28日安凯微发布公告称招商证券、南方基金、平安基金、诺安基金、长城基金、景顺长城、万和证券于2026年7月23日调研我司。融资融券数据显示该股近3个月融资净流入1201.91万,融资余额增加;融券净流入8.75万,融券余额增加。以上内容为证券之星据公开信息整理,仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026072800028970.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK1147","BK0012","BK0183","600999","BK0276","BK1564","BK0028","BK0214","BK0231","688620","BK0188","BK0010","06099"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2654105273","title":"每周股票复盘:安凯微(688620)董事会换届选举进展公布","url":"https://stock-news.laohu8.com/highlight/detail?id=2654105273","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2654105273?lang=zh_cn&edition=full","pubTime":"2026-07-26 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22:14","pubTimestamp":1784729662,"startTime":"0","endTime":"0","summary":"截至2026年7月22日收盘,安凯微报收于15.4元,较前一交易日上涨11.51%,最新总市值为60.37亿元。该股当日开盘13.6元,最高16.23元,最低13.58元,成交额达5.41亿元,换手率为9.22%。近日,广州安凯微电子股份有限公司发布《关于召开2026年第一次临时股东会的通知》。相关议案已于2026年7月21日经第二届董事会第二十二次会议审议通过。股权登记日为2026年8月10日,登记时间为8月12日。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026072200047315.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0231","688620","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651611411","title":"【机构调研记录】万家基金调研安凯微","url":"https://stock-news.laohu8.com/highlight/detail?id=2651611411","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2651611411?lang=zh_cn&edition=full","pubTime":"2026-07-13 08:01","pubTimestamp":1783900889,"startTime":"0","endTime":"0","summary":"证券之星消息,根据市场公开信息及7月10日披露的机构调研信息,万家基金近期对1家上市公司进行了调研,相关名单如下:1)安凯微 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调研纪要:受益于I硬件及I应用需求的持续增长、2025年底新推出产品量产导入进展,加之结合上游原材料成本变动对产品执行的价格调整措施,公司今年上半年营业收入增长,毛利率持续改善。部分SoC芯片含合封存储颗粒,容量按需定制。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://fund.stockstar.com/RB2026071300002075.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688620","BK0214","BK0231"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650154081","title":"每周股票复盘:安凯微(688620)上半年营收增85%以上","url":"https://stock-news.laohu8.com/highlight/detail?id=2650154081","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2650154081?lang=zh_cn&edition=full","pubTime":"2026-07-12 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16:51","pubTimestamp":1783500685,"startTime":"0","endTime":"0","summary":"投资者提问:上市公司江波龙全面拥抱端侧AI 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