Core Points - The Shanghai Stock Exchange reported that Dingxin Communications stated on September 18, 2025, that it had signed a comprehensive technology licensing agreement with Pingtouge (Shanghai) Semiconductor Technology Co., Ltd. [2] - Following this announcement, Dingxin Communications' stock price hit the daily limit on September 19, indicating strong market interest [2] - Pingtouge, a wholly-owned subsidiary of Alibaba Group, is involved in highly sought-after computing chip business, which is currently a hot topic in the market [2] - Dingxin Communications' response on the E-interaction platform lacked accurate details regarding the agreement and did not provide sufficient risk warnings, potentially misleading investors [2] - The company’s former board secretary, Hu Sixiang, received a regulatory warning for the misleading information [2]

Core Viewpoint - The company Dingxin Communications has faced scrutiny for providing misleading information regarding its partnership with Alibaba's semiconductor subsidiary, Pingtouge, which has led to a significant stock price increase following the announcement [1] Group 1: Company Information - On September 18, 2025, Dingxin Communications stated on the E-interaction platform that it had signed a comprehensive technology licensing agreement with Pingtouge [1] - Following this announcement, Dingxin Communications' stock price hit the daily limit up on September 19 [1] - The Shanghai Stock Exchange noted that the company did not accurately disclose the specifics of the agreement, which could mislead investors [1] Group 2: Industry Context - Pingtouge, a wholly-owned subsidiary of Alibaba Group, is involved in the highly sought-after computing chip business, which is currently a hot topic in the market [1] - The semiconductor industry is experiencing heightened interest, particularly in relation to companies like Pingtouge that are at the forefront of technology development [1]

【资料图】 8月26日公司发布的半年报数据显示，上半年公司共实现营业收入7.04亿元，同比下降50.99%，实 现净利润-2.19亿元。（数据宝） 鼎信通讯9月19日交易公开信息 买/卖会员营业部名称买入金额（万元）卖出金额（万元）买一 财通证券股份有限公司河南分公司 2693.76买二 华鑫证券有限责任公司上海分公司734.75买三 东海证券股份有限公司南京洪武北路证券营 业部733.79买四 华鑫证券有限责任公司南京清凉门大街证券营业部516.83买五 华泰证券股份有限公司上 海浦东新区世纪大道证券营业部447.21卖一 国泰海通证券股份有限公司上海黄浦区福州路证券营业部 510.29卖二 机构专用211.68卖三 国泰海通证券股份有限公司上海松江区人民北路证券营业部163.46卖四 广发证券股份有限公司江门恩平证券营业部144.51卖五 中信证券股份有限公司宁波分公司137.46注：本 文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 标签： 财经频道 财经资讯 上交所公开信息显示，当日该股因日涨幅偏离值达10.38%上榜，机构专用席位净卖出211.68万元。 证券时报•数据宝统计显示，上榜的前五 ...

| 买/ | 会员营业部名称 | 买入金额（万 | 卖出金额（万 | | --- | --- | --- | --- | | 卖 | | 元） | 元） | | 买一 | 财通证券股份有限公司河南分公司 | 2693.76 | | | 买二 | 华鑫证券有限责任公司上海分公司 | 734.75 | | | 买三 | 东海证券股份有限公司南京洪武北路证券营业部 | 733.79 | | | 买四 | 华鑫证券有限责任公司南京清凉门大街证券营业部 | 516.83 | | | 买五 | 华泰证券股份有限公司上海浦东新区世纪大道证券营业 部 | 447.21 | | | 卖一 | 国泰海通证券股份有限公司上海黄浦区福州路证券营业 | | 510.29 | | | 部 | | | | 卖二 | 机构专用 | | 211.68 | | 卖三 | 国泰海通证券股份有限公司上海松江区人民北路证券营 | | 163.46 | | | 业部 | | | | 卖四 | 广发证券股份有限公司江门恩平证券营业部 | | 144.51 | 卖五 中信证券股份有限公司宁波分公司 137.46 （文章来源：证券时报网） 具体来看，今日上榜 ...

Market Overview - On September 19, the communication equipment sector rose by 1.29%, led by Dingxin Communication, while the Shanghai Composite Index closed at 3820.09, down 0.3% [1] - The Shenzhen Component Index closed at 13070.86, down 0.04% [1] Top Performers - Dingxin Communication (603421) closed at 7.43, up 10.07% with a trading volume of 113,300 shares and a turnover of 84.16 million yuan [1] - Sega Technology (002796) closed at 21.22, up 10.01% with a trading volume of 303,400 shares and a turnover of 612 million yuan [1] - Changfei Optical Fiber (698109) closed at 120.62, up 10.00% with a trading volume of 247,500 shares and a turnover of 2.93 billion yuan [1] - Dekeli (688205) closed at 154.00, up 9.69% with a trading volume of 219,100 shares and a turnover of 3.30 billion yuan [1] Underperformers - Hengbao Co., Ltd. (002104) closed at 24.02, down 6.43% with a trading volume of 964,800 shares and a turnover of 2.35 billion yuan [2] - ST Gaohong (000851) closed at 0.48, down 5.88% with a trading volume of 45,900 shares and a turnover of 2.20 million yuan [2] - Feiling Kesi (301191) closed at 108.69, down 5.54% with a trading volume of 48,700 shares and a turnover of 53.50 million yuan [2] Capital Flow - The communication equipment sector experienced a net outflow of 637 million yuan from institutional investors, while retail investors saw a net inflow of 986 million yuan [2][3] - Major stocks like Tianfu Communication (300394) had a net inflow of 707 million yuan from institutional investors [3] - Changfei Optical Fiber (601869) had a net inflow of 291 million yuan from institutional investors [3]

Market Overview - The Shanghai Composite Index decreased by 0.03% at the close, with a trading volume of 979.60 million shares and a turnover of 15,108.13 billion yuan, representing a 12.16% decrease from the previous trading day [1] Industry Performance - The coal industry showed the highest increase at 1.97%, with a transaction amount of 111.71 billion yuan, up 41.65% from the previous day, led by Huayang Co., which rose by 8.09% [1] - The defense and military industry increased by 1.66%, with a transaction amount of 431.15 billion yuan, up 6.87%, led by Guorui Technology, which rose by 9.99% [1] - The non-ferrous metals sector rose by 1.42%, with a transaction amount of 597.97 billion yuan, down 14.34%, led by Ganfeng Lithium, which increased by 10.00% [1] - The automotive sector experienced the largest decline at 1.63%, with a transaction amount of 1,040.70 billion yuan, down 7.43%, led by Haon Automotive, which fell by 11.48% [2] - The pharmaceutical and biological sector decreased by 1.04%, with a transaction amount of 682.17 billion yuan, down 8.78%, led by Saily Medical, which fell by 6.22% [2] - The real estate sector declined by 0.97%, with a transaction amount of 242.96 billion yuan, down 8.46%, led by Suning Universal, which decreased by 10.12% [2]

证券代码：603421 证券简称：鼎信通讯 公告编号：2025-050 青岛鼎信通讯股份有限公司 公司是专注于电力线载波通信、智能电网设备的研发、生产和销售，核心业 务围绕"智能电表数据传输、电力安全防护"和消防业务展开，公司核心业务未 发生重大变化。 2022 年 12 月 26 日 公 司 与 平 头 哥 签 署 授 权 协 议 ， 仅 将 其 拥 有 的 E801/E802/E803 技术使用权授权给本公司，用于芯片自主研发，授权有效期限 为五年，合同金额人民币 200 万元。除此技术授权外，无其他产品和技术授权。 关于相关事项的澄清说明公告 E801/E802/E803 是低成本低功耗嵌入式 CPU 内核，主要应用于智能卡、智 能 电 网 、 低 成 本 微 控 制 器 、 无 线 传 感 网 络 等 嵌 入 式 应 用 。 公 司 仅 将 E801/E802/E803(原 CK 系列)内核用于自主研发的 MCU 芯片，均为传统电力、安 全领域产品，与 AI 智能推理算力的芯片没有任何关联，完全是不同层次的两类 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 ...

Core Viewpoint - The company clarifies that the technology authorization obtained from Ping Tou Ge is limited to the development of MCU chips for traditional power and security products, and does not involve any AI-related chip technology [1] Group 1 - The company issued a clarification announcement regarding the misunderstanding about a comprehensive technology authorization agreement with Ping Tou Ge [1] - The authorized technology is exclusively for self-developed MCU chips, specifically for traditional electric meters and security products [1] - There are no other business collaborations between the company and Ping Tou Ge beyond the mentioned technology authorization [1]

Core Viewpoint - Dingxin Communications announced a technology licensing agreement with Pingtouge, allowing the company to use specific technology rights for its self-developed MCU chips, which are focused on traditional power and safety applications, and are not related to AI intelligent reasoning chips [2] Group 1 - The agreement was signed on December 26, 2022, and pertains specifically to the E801/E802/E803 technology rights [2] - The licensed technology is exclusively for the development of MCU chips, indicating a focused application in traditional sectors [2] - There are no other business collaborations between Dingxin Communications and Pingtouge beyond this technology authorization [2]

Group 1 - The communication equipment sector showed strong performance at the beginning of trading, with companies like Changfei Optical Fiber and Dekeli reaching new highs during the session [1] - Dingxin Communications hit the daily limit up, indicating significant investor interest and confidence in the stock [1] - Other companies such as Hengtong Optic-Electric, Tianfu Communication, Fenghuo Communication, Sega Technology, and Changxin Bochuang also experienced gains, reflecting a broader positive trend in the industry [1]