启明星 | 中国边缘AI芯片领军企业爱芯元智成功登陆香港交易 | Bilingual

北京时间2026年2月10日，启明创投投资企业、中国边缘AI芯片领军企业爱芯元智成功登陆港交所，成为“中国边缘AI芯片第一股”。爱芯元智（00600.HK）发行价为28.2港元/股，市值165.8亿港元。

启明创投于2020年初领投了爱芯元智的Pre-A轮融资，是公司最早的投资方，并在后续两轮融资中继续支持公司发展。IPO前，启明创投持有爱芯元智超6%的股份，是公司第二大机构投资方。

爱芯元智CEO孙微风（左）与爱芯元智创始人、董事长仇肖莘博士（右）

爱芯元智成立于2019年5月，致力于打造世界领先的人工智能感知与边缘计算芯片，服务智能汽车、边缘计算等市场。爱芯元智采用“技术通用、芯片专用”的策略，基于自主研发的“爱芯智眸AI-ISP”和“爱芯通元混合精度NPU”等核心技术底座，开发针对不同市场的专用芯片，同时配套了完善的开发工具链，建立了丰富多样的生态合作体系。

目前，爱芯元智独立开发的多代芯片全部实现商业化，范围涵盖数十种类型，已在视觉终端计算、智能汽车和边缘计算AI推理应用中实现大规模生产，并已在关键市场建立起领先优势。

以2024年出货量计，爱芯元智不仅是全球TOP5的视觉端侧AI推理芯片供应商，更在中高端市场以24.1%的市占率位居首位。在智能汽车赛道，以2024年售出的智能汽车芯片安装量计，爱芯元智已跃居中国第二大国产智能辅助驾驶芯片供应商，截至2025年底其智能汽车芯片累计出货量近100万片。此外，爱芯元智于2025年正式发布了全新边缘计算业务线，旨在构建“边缘智能共同体”，推动AI在千行百业的规模化落地，已成为中国边缘计算AI芯片领域TOP3供应商。

爱芯元智创始人、董事长仇肖莘博士表示：“此次上市是爱芯元智发展的关键里程碑，也意味着更大的社会责任与新征程的开启。未来，我们将以平台型战略纵深布局，持续突破技术边界、拓展业务版图，加速推动AI从智能感知向具身智能跃迁。我们坚信，AI的价值主战场正在端侧与边缘侧全面展开。爱芯元智的边端AI芯片，正是这场变革的核心基石。秉持‘普惠AI，造就美好生活’的使命，践行‘构建世界一流的感知与计算平台’的愿景，我们致力于以芯片创新之力，赋能一个更加智能、更加美好的世界。”

启明创投主管合伙人周志峰表示：“爱芯元智团队既有芯片产业的深厚积淀，又具备领先的AI算法核心实力，更坚持平台型战略，通过IP技术纵向迭代与应用领域横向拓展形成差异化优势，也让我们坚信其能在AI芯片领域持续成长。我期待爱芯元智在IPO后迎来更多创新、跑出更快的加速度。启明创投始终坚信投资AI是未来二十年中国投资最大的确定性，更坚持 ‘快半步’的投资逻辑，在技术突破已验证、市场共识未形成时果断布局。同时以‘早期介入、全程陪伴’的方式深度赋能企业，从核心技术研发攻坚到商业化落地，再到资本市场上市全程护航。爱芯元智成功IPO正是对我们这一整套AI硬科技投资逻辑与方法论最扎实的验证。”

Chinese Edge AI Chip Leader Axera Lists on Hong Kong Stock Exchange

Axera, a portfolio company of Qiming Venture Partners and a leading Chinese edge AI chip company, successfully listed on the Hong Kong Stock Exchange on February 10th, 2026, Beijing time, becoming the first of its kind to go public. Axera (00600.HK)issued shares at a price of HK$28.2 per share with a market capitalization of HK$ 16.58 billion.As the first investors in the company, Qiming Venture Partners led the pre-A round financing of Axera in early 2020 and continued to fund the company’s development in the following two rounds. Before the firm’s IPO, Qiming Venture Partners held a more than 6 percent stake in Axera and was its second-largest institutional investor. With 2026 just beginning, this is already Qiming Venture Partners’ third AI portfolio company to go public this year.Founded in May 2019, Axera is committed to creating world-leading AI perception and edge computing chips for markets such as intelligent vehicles and edge computing. Axera adopts a strategy of “general technology and customized chips” and develops chips customized for different markets relying on its self-developed core technologies such as AXProton AI-ISP and AXNeutron NPU. It also has a complete development tool chain and a diverse ecosystem cooperation system. Multiple generations of chips independently developed by Axera have been commercialized, covering dozens of types, mass-procuced in visual terminal computing, intelligent vehicles, and edge computing AI inference applications, and establishing a leading position in key markets. Axera is not only among the top 5 global suppliers of visual edge AI inference chips by shipments in 2024, but also takes the first place in the mid-to-high-end market with a 24.1 percent market share. In the intelligent vehicle sector, Axera has risen rapidly to become China’s second-largest supplier of domestic intelligent assisted driving chips by the installation volume of intelligent vehicle chips in 2024. By the end of 2025, its cumulative shipments of intelligent vehicle chips had reached nearly 1 million units. Moreover, Axera officially launched a brand-new edge computing business line in 2025, aiming to build an edge intelligence community and promote the large-scale application of AI in all walks of life. The firm has grown into one of the top 3 suppliers in edge computing AI chips in China. Dr.Xiaoxin Qiu, Founder and Chairman of Axera, said: “This IPO marks a pivotal milestone for Axera's growth, bringing greater social responsibility and heralding a new chapter. Going forward, we will continue to execute our platform strategy to push technological boundaries, expand our business footprint, and accelerate AI's leap from smart digital perception to embodied intelligence. ”“Axera has accumulated profound experience in the chip industry and leading core capabilities in AI algorithms, adheres to a platform strategy, and has formed a differentiated advantage by upgrading IP technology and expanding application fields, which makes us firmly believe that the company will grow sustainably in the field of AI chips. I expect that Axera will achieve more innovations and develop faster after its IPO. Qiming Venture Partners has always believed that investing in AI is the greatest certainty in China over the next two decades and sticks to the investment philosophy of ‘being half a step ahead’ to make decisive moves when technological breakthroughs have been verified but market consensus has not yet formed. Meanwhile, Qiming Venture Partners deeply energizes enterprises using the approach of ‘invest in the early stage and accompany all the way’, providing them with support in core technology research and development, commercialization, and the whole process of their listing in the capital market. The successful IPO of Axera is the most solid validation of our entire set of investment philosophy and methodology for AI hard technology,”said Alex Zhou, Managing Partner of Qiming Venture Partners.

（转自：启明创投）