688620 安凯微
已收盘 07-13 15:00:00
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【机构调研记录】万家基金调研安凯微
证券之星 · 08:01
【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 · 08:01
【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 03:06
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
安凯微:预计2026年1-6月营业收入4.33亿元至4.39亿元
证券之星 · 07-07
安凯微:预计2026年1-6月营业收入4.33亿元至4.39亿元
【私募调研记录】鑫泉资本调研安凯微
证券之星 · 07-07
【私募调研记录】鑫泉资本调研安凯微
安凯微:7月3日接受机构调研,信泰保险、鑫泉资本等多家机构参与
证券之星 · 07-06
安凯微:7月3日接受机构调研,信泰保险、鑫泉资本等多家机构参与
每周股票复盘:安凯微(688620)有信心今年实现较大增长
证券之星 · 07-05
每周股票复盘:安凯微(688620)有信心今年实现较大增长
安凯微(688620)披露公司实际控制人续签一致行动协议的公告,7月1日股价上涨5.12%
证券之星 · 07-01
安凯微(688620)披露公司实际控制人续签一致行动协议的公告,7月1日股价上涨5.12%
安凯微:公司有多款芯片可应用于AI眼镜
证券之星 · 07-01
安凯微:公司有多款芯片可应用于AI眼镜
安凯微(688620)1.6亿股限售股将于6月29日解禁,占总股本40.74%
证券之星 · 06-29
安凯微(688620)1.6亿股限售股将于6月29日解禁,占总股本40.74%
股市必读:安凯微(688620)6月18日董秘有最新回复
证券之星 · 06-22
股市必读:安凯微(688620)6月18日董秘有最新回复
每周股票复盘:安凯微(688620)40.74%限售股6月29日上市
证券之星 · 06-20
每周股票复盘:安凯微(688620)40.74%限售股6月29日上市
安凯微(688620)披露首次公开发行限售股上市流通公告,6月18日股价上涨3.79%
证券之星 · 06-18
安凯微(688620)披露首次公开发行限售股上市流通公告,6月18日股价上涨3.79%
安凯微:公司有多款芯片可以应用
证券之星 · 06-18
安凯微:公司有多款芯片可以应用
安凯微:目前暂无应披露而未披露的信息
证券之星 · 06-18
安凯微:目前暂无应披露而未披露的信息
安凯微:按照过往经营规律,公司二季度整体销售情况都会比一季度好
证券之星 · 06-18
安凯微:按照过往经营规律,公司二季度整体销售情况都会比一季度好
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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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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。","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/RB2026071300002081.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":"2651142161","title":"【私募调研记录】福汇资本调研安凯微","url":"https://stock-news.laohu8.com/highlight/detail?id=2651142161","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2651142161?lang=zh_cn&edition=full","pubTime":"2026-07-13 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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":"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://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":["BK0231","BK0214","688620"],"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.laohu8.com/m/news/2650154081?lang=zh_cn&edition=full","pubTime":"2026-07-12 03:06","pubTimestamp":1783796771,"startTime":"0","endTime":"0","summary":"截至2026年7月10日收盘,安凯微报收于16.7元,较上周的16.62元上涨0.48%。本周,安凯微7月8日盘中最高价报18.5元,股价触及近一年最高点。本周关注点来自业绩披露要点:安凯微预计2026年上半年营收4.33亿元至4.39亿元,同比增长84.80%至87.36%。来自公司公告汇总:安凯微2026年半年度净利润扭亏为盈,达3800万元至4300万元。","market":"sh","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/RB2026071200001125.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":"2650818464","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2650818464","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2650818464?lang=zh_cn&edition=full","pubTime":"2026-07-10 18:35","pubTimestamp":1783679724,"startTime":"0","endTime":"0","summary":"证券之星消息,2026年7月10日安凯微发布公告称公司于2026年7月9日接受机构调研,国投证券、万家基金、Point72、国泰海通、国泰海通高净值客户、宽行基金、昀岫私募、佳奕投资、福汇资本、招商证券参与。同时基于收购协议的一些条件约定,思澈科技会实行单独核算与独立考核。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":"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/RB2026071000036272.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","161027","BK0231","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649961494","title":"安凯微:公司带算力芯片出货量持续增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2649961494","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649961494?lang=zh_cn&edition=full","pubTime":"2026-07-08 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 上半年净利润同比预增超622倍高达110亿元。公司主要是为AI硬件提供核心SoC芯片,近几年,随着人工智能技术在芯片中的应用和AI应用的推广与普及,公司带算力芯片的出货量持续增长。2025年公司带算力芯片出货量过半,广泛应用在智能终端中,如AI摄像机、AI眼镜、智能中控屏、智能门锁、AI伴学机等等,体现了在端侧智能化应用中的优势和潜力。","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/RB2026070800029779.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":["159813","688620","BK0214","BK0231"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649935654","title":"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%","url":"https://stock-news.laohu8.com/highlight/detail?id=2649935654","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649935654?lang=zh_cn&edition=full","pubTime":"2026-07-07 22:24","pubTimestamp":1783434267,"startTime":"0","endTime":"0","summary":"截至2026年7月7日收盘,安凯微报收于17.48元,较前一交易日上涨2.52%,最新总市值为68.52亿元。该股当日开盘16.95元,最高17.63元,最低16.4元,成交额达4.84亿元,换手率为7.2%。近日,广州安凯微电子股份有限公司发布2026年半年度业绩预告。本次业绩预告未经注册会计师审计。","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/RB2026070700041664.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":["BK0214","688620","BK0231"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649092982","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2649092982","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649092982?lang=zh_cn&edition=full","pubTime":"2026-07-07 20:02","pubTimestamp":1783425750,"startTime":"0","endTime":"0","summary":"智通财经APP讯,安凯微(688620.SH)发布公告,公司预计2026年半年度实现归属于母公司所有者的净利润与上年同期相比,将实现扭亏为盈,实现归属于母公司所有者的净利润3800万元到4300万元,同比将增加8,725.07万元到9,225.07万元。受益于市场需求持续增长及已推出产品逐步顺利导入市场,同时,公司为应对存储等上游原材料、封装成本上涨影响,上调了产品销售价格,公司2026年半年度营业收入及净利润增长。","market":"sh","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":"http://www.zhitongcaijing.com/content/detail/1464322.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":"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","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["688620"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649982735","title":"安凯微:预计2026年1-6月营业收入4.33亿元至4.39亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2649982735","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649982735?lang=zh_cn&edition=full","pubTime":"2026-07-07 20:00","pubTimestamp":1783425635,"startTime":"0","endTime":"0","summary":"证券之星消息,安凯微发布业绩预告,预计2026年1-6月营业收入4.33亿元至4.39亿元。公告中解释本次业绩变动的原因为:受益于市场需求持续增长及已推出产品逐步顺利导入市场,同时,公司为应对存储等上游原材料、封装成本上涨影响,上调了产品销售价格,公司 2026 年半年度营业收入及净利润增长。","market":"sh","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/RB2026070700037042.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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649932677","title":"【私募调研记录】鑫泉资本调研安凯微","url":"https://stock-news.laohu8.com/highlight/detail?id=2649932677","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649932677?lang=zh_cn&edition=full","pubTime":"2026-07-07 08:12","pubTimestamp":1783383129,"startTime":"0","endTime":"0","summary":"根据市场公开信息及7月6日披露的机构调研信息,知名私募鑫泉资本近期对1家上市公司进行了调研,相关名单如下:1)安凯微 调研纪要:公司设立新加坡子公司以提升海外客户服务效率,助力海外业务拓展。机构简介:深圳鑫泉资本管理有限公司成立于2015年9月,注册资本1000万,拥有一支具有全球视野并熟悉国际金融市场的专业投资研究团队,主营业务包括:受托资产管理、投资管理、股权投资等服务。","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://fund.stockstar.com/RB2026070700006501.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":"2649623225","title":"安凯微:7月3日接受机构调研,信泰保险、鑫泉资本等多家机构参与","url":"https://stock-news.laohu8.com/highlight/detail?id=2649623225","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649623225?lang=zh_cn&edition=full","pubTime":"2026-07-06 18:31","pubTimestamp":1783333871,"startTime":"0","endTime":"0","summary":"证券之星消息,2026年7月6日安凯微发布公告称公司于2026年7月3日接受机构调研,信泰保险、鑫泉资本、摩根士丹利、国信证券参与。具体会按照信息披露要求披露。安凯微2026年一季报显示,一季度公司主营收入1.5亿元,同比上升47.08%;归母净利润-1963.01万元,同比上升11.19%;扣非净利润-1976.46万元,同比上升10.58%;负债率34.32%,投资收益5.82万元,财务费用215.63万元,毛利率26.77%。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":"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/RB2026070600029595.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","BK0231","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649949796","title":"每周股票复盘:安凯微(688620)有信心今年实现较大增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2649949796","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2649949796?lang=zh_cn&edition=full","pubTime":"2026-07-05 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22:50","pubTimestamp":1782917423,"startTime":"0","endTime":"0","summary":"截至2026年7月1日收盘,安凯微报收于17.03元,较前一交易日上涨5.12%,最新总市值为66.76亿元。该股当日开盘16.04元,最高17.45元,最低15.87元,成交额达6.01亿元,换手率为9.18%。公告显示,公司实际控制人胡胜发与安凯技术、武义凯瑞达、凯安科技、凯驰投资等相关股东续签一致行动协议。原协议于2026年6月26日到期,现部分协议有效期延长至2027年6月26日,部分延长至2029年6月26日。续签后胡胜发仍为公司实际控制人,合计控制公司表决权比例29.95%。","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/RB2026070100043703.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","BK0231","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2648165765","title":"安凯微:公司有多款芯片可应用于AI眼镜","url":"https://stock-news.laohu8.com/highlight/detail?id=2648165765","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2648165765?lang=zh_cn&edition=full","pubTime":"2026-07-01 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Capital、胡胜发等,限售期均为36个月。上述股东均严格履行了股份锁定承诺,保荐机构对本次限售股上市流通无异议。","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/RB2026062000000805.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","BK0231","688620"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644084627","title":"安凯微(688620)披露首次公开发行限售股上市流通公告,6月18日股价上涨3.79%","url":"https://stock-news.laohu8.com/highlight/detail?id=2644084627","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644084627?lang=zh_cn&edition=full","pubTime":"2026-06-18 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SoC芯片。在智能可穿戴设备领域,公司有多款芯片可以应用,比如AK1080/AK1090系列低功耗蓝牙芯片、控股子公司思澈科技SF32LB系列高性能、超低功耗物联网主控芯片、以及AK39系列、KM系列视觉处理芯片等,目前已经出货的设备包括智能手表、智能手环、智能眼镜、AI耳机、智能头盔等。","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/RB2026061800027191.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","159813"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644520705","title":"安凯微:目前暂无应披露而未披露的信息","url":"https://stock-news.laohu8.com/highlight/detail?id=2644520705","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2644520705?lang=zh_cn&edition=full","pubTime":"2026-06-18 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