关于对青岛鼎信通讯股份有限公司 股票交易异常波动问询函的回复 经核查,截止本回复日,除公司按照相关法律法规已披露的事项外,本人 不存在影响公司股票交易异常波动的重大事项,不存在其他与贵公司有关的应 披露而未披露的重大信息,包括但不限于重大资产重组、发行股份、上市公司 收购、债务重组、业务重组、资产剥离和资产注入、股份回购、股权激励、破 产重组、重大业务合作、引进战略投资者等重大事项。 在本次股票交易异常波动期间,本人不存在买卖贵公司股票的情形。 特此函复。 控股股东、实际控制人: 股票交易异常波动问询函的回复 青岛鼎信通讯股份有限公司: 青岛鼎信通讯股份有限公司: 贵公司发来的《关于公司股票交易异常波动情况的问询函》已收悉,经认 真自查,现就相关事项回复如下: 贵公司发来的《关于公司股票交易异常波动情况的问询函》已收悉,经认 真自查,现就相关事项回复如下: 2025年9月22日 关于对青岛鼎信通讯股份有限公司 在本次股票交易异常波动期间,本人不存在买卖贵公司股票的情形。 特此函复。 张启 控股股东、实际控制人: 2025年9月22日 经核查,截止本回复日,除公司已按照相关法律法规已披露的事项外,本 人不存在影 ...

Core Viewpoint - The company, Dingxin Communication, focuses on research, production, and sales of power line carrier communication and smart grid equipment, with core business areas in smart meter data transmission, power safety protection, and fire safety services [1] Group 1: Business Operations - The company's core business has not undergone significant changes [1] - The company is currently under a market ban period from State Grid Corporation of China and China Southern Power Grid Co., Ltd, urging investors to be cautious about investment risks [1] Group 2: Technology Collaboration - The company has signed an authorization agreement with Pingtouge, which grants the company the usage rights of E801/E802/E803 technologies for independent chip development [1] - The authorized technology is exclusively for the development of MCU chips related to traditional power and safety products, specifically for smart meters and security products, with no connection to AI intelligent reasoning chips [1] - There are no other business collaborations between the company and Pingtouge beyond the mentioned technology authorization [1]

Mergers and Acquisitions - Shengxin Lithium Energy plans to acquire a 21% stake in Sichuan Qicheng Mining Co., Ltd. for 1.456 billion yuan through its wholly-owned subsidiary Sichuan Shengtun Lithium Industry Co., Ltd. After the transaction, Shengxin Lithium Energy will directly hold a 70% stake in Qicheng Mining, which will be included in the consolidated financial statements [1] Investment Cooperation and Operational Status - Dingxin Communications has signed an authorization agreement with Alibaba's Pingtouge, granting Dingxin the usage rights for the E801/E802/E803 technologies [2] - Dingtong Technology reports full order saturation in Q3, with liquid cooling products primarily used for heat dissipation in connectors and optical module signal transmission. Major clients include Amphenol, Molex, TE Connectivity, and Luxshare Precision, with preparations for production capacity underway [2] - Qilin Xinan has received a small number of orders for its intelligent computing integrated machine and is collaborating on product adaptation with Super Energy Robotics based on the openEuler Embedded 23.09 operating system [2] - Chipsource Microelectronics has shown excellent performance in signing orders for front-end chemical cleaning machines, with a new generation front-end coating and developing machine expected to be delivered in Q4 [3] - Juchip Technology has officially launched two AI glasses products, INMO and Halliday, based on its ATS308X solution, with multiple client projects in development [3] - Tianshili's wholly-owned subsidiary has received approval for a new indication for its drug, making it the only approved recombinant human urokinase product in China [3] - Zhixiang Jintai has signed a commercialization cooperation agreement with Kangzhe Pharmaceutical for the Weikang Duta monoclonal antibody and Sileweimi monoclonal antibody injection, which includes upfront and milestone payments totaling approximately 510 million yuan [3] - Guiyan Platinum Industry plans to raise no more than 1.291 billion yuan through a private placement for the construction of a precious metal new materials AI laboratory [4] - Zhongke Haixun has signed a strategic cooperation agreement with Guangxi Beibu Gulf International Port Group to collaborate on smart port construction and marine big data [4] - Oriental Pearl plans to invest 244 million yuan to establish the Advanced Computing Phase II Fund and acquire equity in Super Fusion Digital Technology Co., Ltd. [4] Performance Changes - Changchuan Technology's net profit for the first three quarters is projected to be between 827 million and 877 million yuan, representing a year-on-year increase of 131% to 145%. The semiconductor industry's growing market demand has led to strong client demand and significant sales revenue growth, driving substantial profit increases [5]

Core Viewpoint - The company has signed an authorization agreement with PingTouGe, allowing it to use specific technology rights for its own chip development, focusing on traditional power and security applications [1] Group 1: Agreement Details - The company will utilize the E801/E802/E803 technology rights exclusively for the development of its MCU chips [1] - The authorized technology is limited to traditional power and security products, specifically related to electric meters and security products [1] - There is no association between the authorized technology and AI intelligent reasoning chips [1] Group 2: Business Relationship - Apart from the technology authorization, there are no other business collaborations between the company and PingTouGe [1]

Core Viewpoint - Dingxin Communication (603421.SH) focuses on the research, production, and sales of power line carrier communication and smart grid equipment, with core business areas including smart meter data transmission, power safety protection, and fire safety [1] Group 1: Business Overview - The company's core business has not undergone significant changes [1] - The company is currently under a market entry ban from State Grid Corporation of China and China Southern Power Grid Co., Ltd, which investors should be aware of [1] Group 2: Technology Collaboration - The company has signed an authorization agreement with Pingtouge, granting the company the usage rights of E801/E802/E803 technologies for independent chip development [1] - The authorized technology is exclusively for the development of MCU chips related to traditional power and safety products, specifically for smart meters and security products, with no connection to AI intelligent reasoning chips [1] - There are no other business collaborations between the company and Pingtouge beyond the mentioned technology authorization [1]

Core Viewpoint - The stock of Dingxin Communication has experienced an abnormal fluctuation, with a cumulative closing price increase of over 20% in three consecutive trading days, prompting the company to clarify that there have been no significant changes in its operations or undisclosed major matters [1] Company Overview - Dingxin Communication focuses on the research, development, production, and sales of power line carrier communication and smart grid equipment [1] - The core business revolves around "smart meter data transmission, power safety protection," and fire protection services [1] Market Status - The company is currently under a market ban period imposed by State Grid Corporation of China and China Southern Power Grid Co., Ltd [1] - Investors are advised to be cautious regarding investment risks during this period [1]

Core Viewpoint - Dingxin Communication (SH603421) experienced a trading halt with a closing price of 8.17 yuan, marking a 9.96% increase and a total market capitalization of 5.328 billion yuan, with a total transaction volume of 362 million yuan [1] Group 1 - The company sold part of its non-core assets, generating a cash inflow of 240 million yuan, significantly improving its cash flow situation, which can be used for debt repayment or business expansion [2] - Dingxin Communication is actively transforming into a solution provider, focusing on the photovoltaic inverter and energy storage sectors within the new energy field, which, despite being in a transitional phase, has attracted market attention for its long-term growth potential [2] - Recent large-scale institutional revisions have been made, including the cancellation of the supervisory board and amendments to the company’s articles of association, enhancing decision-making efficiency and compliance with the new Company Law [2] Group 2 - The controlling shareholder, Wang Jianhua, had 46,132,372 shares released from freezing, reducing uncertainty at the shareholder level [2] - The communication equipment sector has shown recent activity, with some stocks performing well, indicating a heightened interest in Dingxin Communication, which was included in the "Dragon and Tiger List" on September 19 [2] - Technical analysis may be required to further assess the stock's performance using indicators like MACD and BOLL channels, but the stock's trading halt suggests a positive market response to the favorable factors mentioned [2]

Macro Dynamics - The State Council, led by Premier Li Qiang, held a meeting on September 19 to discuss the implementation of the national ecological environment protection conference and the promotion of the Beautiful China initiative. The meeting also reviewed the draft amendment to the Banking Supervision Law, emphasizing the importance of stability in the banking sector for the financial system and consumer protection [2][3]. Financial Institutions - BlackRock reduced its stake in Industrial and Commercial Bank of China from 5.04% to 4.95% as of September 16. Additionally, BlackRock's holdings in Sunny Optical Technology decreased from 5.07% to 4.68%, and in Haier Smart Home from 7.09% to 6.99% [11]. Market Data - On September 19, the three major indices collectively declined, with the Shanghai Composite Index down 0.30%, the Shenzhen Component down 0.04%, and the ChiNext Index down 0.16%. The total trading volume in the Shanghai and Shenzhen markets was 2.32 trillion, a decrease of 811.3 billion from the previous trading day. The semiconductor industry showed strength, with the photolithography machine sector leading gains [12]. - The financing balance in the two markets decreased by 2.628 billion, with the Shanghai Stock Exchange reporting a balance of 1.209 trillion and the Shenzhen Stock Exchange 1.169 trillion [14]. Company Dynamics - Chengdu KuaiGou Technology Co., Ltd. is under investigation for suspected violations of the E-commerce Law [15]. - Cisco Rui (688053.SH) received a notice of administrative penalty for false reporting in its 2022 annual report, inflating revenue by 9.9604 million and profit by 7.0054 million. The company faces a fine of 2 million, and related individuals received fines totaling 400,000 [16]. - Fudan Fuhua announced a change of stock abbreviation to "ST Fuhua" due to violations in its annual reports from 2019 to 2023, resulting in a proposed fine of 4 million [17]. - Creative Information (300366.SZ) will change its stock abbreviation to "ST Creative" due to over-reporting revenue in its 2022 and 2023 reports, leading to a proposed penalty [18]. - Juewei Foods (603517.SH) will also change its stock abbreviation to "ST Juewei" following an investigation into its revenue reporting from 2017 to 2021, with a proposed fine of 4 million [19]. - ST New Power (300152.SZ) is under investigation by the China Securities Regulatory Commission for suspected information disclosure violations [20]. - Moore Thread's IPO is scheduled for review on September 26 [21][22]. - Huadian Technology plans to issue H-shares and list on the Hong Kong Stock Exchange [23]. - Shareholder Xiong Haitao of Jinfa Technology plans to reduce his stake by up to 26.3661 million shares, accounting for 1% of the total share capital [24]. - Board Secretary Yin Jialiang of Shiyun Circuit plans to reduce his stake by up to 26,600 shares [25]. - The Shanghai Stock Exchange issued a regulatory warning to Dingxin Communications for inaccurate disclosures regarding its relationship with Alibaba's semiconductor company [26]. - Xiaomi Auto announced a recall of 116,887 SU7 standard version electric vehicles due to safety concerns [27]. - Huang Yongzhang resigned from China National Petroleum Corporation and took a new position at China National Offshore Oil Corporation [28][29]. - Gao Fei was appointed as the General Manager of China Eastern Airlines Group [30]. - He Lin Weina's major shareholder terminated a share reduction plan early, having reduced 1.12% of the total share capital [31].

Core Viewpoint - The stock price of Dingxin Communications surged significantly after the company clarified its technical authorization agreement with Pingtouge, a subsidiary of Alibaba Group, leading to regulatory scrutiny from the Shanghai Stock Exchange [2][4][8] Group 1: Stock Performance - On September 19, Dingxin Communications (603421) experienced a notable increase, hitting the daily limit up for the first time in six months, with a closing price of 7.43, reflecting a 10.07% increase [3][4] - The surge was triggered by a response to an investor inquiry regarding a technical authorization agreement with Pingtouge, stating that the company uses Pingtouge's CK802 32-bit core architecture under a comprehensive technical authorization agreement [2][6] Group 2: Technical Authorization Details - Dingxin Communications confirmed that it signed an authorization agreement with Pingtouge on December 26, 2022, granting the company rights to use E801/E802/E803 technologies for chip development, with a contract value of 2 million yuan and a validity of five years [6] - The E801/E802/E803 cores are low-cost, low-power embedded CPU cores primarily used in applications such as smart cards and smart grids, and are not related to AI or high-performance computing chips [6] Group 3: Regulatory Response - Following the stock price surge, the Shanghai Stock Exchange issued a regulatory warning to Dingxin Communications for providing inaccurate information regarding the technical authorization, which could mislead investors [8] - The company was required to submit a rectification report within one month to address the regulatory concerns raised by the exchange [8]

Core Viewpoint - The Shanghai Stock Exchange issued a regulatory warning to Dingxin Communications for providing inaccurate information regarding its collaboration with Pingtouge Semiconductor, which may mislead investors [1][4]. Group 1: Company Actions and Responses - On September 18, Dingxin Communications stated on the E Interaction platform that it had signed a comprehensive technology authorization agreement with Pingtouge Semiconductor [2]. - Following this announcement, Dingxin Communications' stock price hit the daily limit up on September 19 [2]. - On September 19, the company clarified that its previous statement was inaccurate, specifying that the technology authorization only pertains to low-cost, low-power embedded CPU cores for traditional applications, not AI computing chips [3]. Group 2: Regulatory Actions - The Shanghai Stock Exchange's decision highlighted that Dingxin Communications failed to accurately disclose specific details about the collaboration, which could mislead investors, violating the stock listing rules [4]. - The company's then Secretary of the Board, Hu Sixiang, was specifically warned for not fulfilling his responsibilities in information disclosure [4]. Group 3: Financial Performance - In the first half of 2025, Dingxin Communications reported a revenue of 704 million yuan and a net loss attributable to shareholders of 219 million yuan [4].