Q2业绩环比增长盈利能力改善，ASIC驱动新增订单显著

东方财富2025-08-07

芯原股份(688521)事件：芯原股份于2025年8月1日发布了2025年第二季度经营情况的自愿性披露公告，2025年第二季度，公司预计实现营业收入约5.84亿元，环比增长49.90%，预计盈利能力持续改善，盈利亏损显著收窄。点评：IP授权和量产业务放量，收入规模提升亏损收窄。IP授权业务收入1.87亿元，yoy+16.97%，qoq+99.63%。量产业务收入2.61亿元，yoy+11.65%，...

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