智通财经4月25日电，利弗莫尔证券显示，纳芯微向港交所提交上市申请书，联席保荐人为中金公司、 中信证券、建银国际。 ...

利弗莫尔证券显示，苏州 纳芯微电子股份有限公司向港交所提交上市申请书，联席保荐人为 中金公 司、 中信证券、建银国际。 ...

Group 1 - Suzhou Naxin Microelectronics Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange [1]

Group 1 - The core viewpoint of the article highlights the advancements and recognition of domestic automotive chip manufacturers, particularly Suzhou Naxin Microelectronics Co., Ltd., in the context of the 2025 Shanghai International Auto Show [1][2] - Naxin Micro's embedded motor drive SoC, NSUC1610, won the 2025 Influential Automotive Chip Award, marking it as the first high-integration small motor drive SoC in China, filling a technological gap in the automotive thermal management chip sector [1] - Naxin Micro was established in 2013 and went public on the Shanghai Stock Exchange's Sci-Tech Innovation Board in April 2022, reporting nearly 2 billion yuan in revenue for 2024 and a cumulative shipment of 668 million automotive chips by the same year [1] Group 2 - The domestic automotive chip industry has made significant strides in technological innovation and market expansion, transitioning from a "follower" to a "runner" position in the global automotive industry [2] - Naxin Micro has established deep collaborations with nearly 400 component suppliers in the new energy vehicle sector, providing comprehensive chip solutions for key systems such as motor drives, on-board chargers, and battery management systems [2]

A股半导体板块走低，思瑞浦跌超13%，纳芯微跌超11%，圣邦股份得超9%。 ...

模拟芯片概念股集体大跌 思瑞浦跌超10% 智通财经4月25日电，思瑞浦、纳芯微跌超10%，圣邦股份、杰华特、晶丰明源、雅创电子跌超5%，南 芯科技、帝奥微等跟跌。 ...

在新能源汽车渗透率突破40%的关键产业拐点，由半导体行业观察联合慕尼黑上海电子展共 同主办的「2025新能源与智能汽车技术论坛」于4月16日在上海新国际博览中心N5馆M50会 议室隆重举行。 辉羲智能产品总监 胡艳青 南芯科技汽车电子事业部市场总监黄陆建演讲主题为 《从电源管理到驱动芯片：智能汽车电子电 气架构的全链路赋能》 。他指出，智能汽车芯片需求已从每车1600颗攀升至3000颗以上，其中 电 源与驱动芯片作为核心支撑，分别负责系统稳定供电与精准控制执行，是保障智能驾驶安全与性能 的关键。 南芯科技围绕ADAS、电机控制、摄像头模组等场景，推出覆盖1A至16A输出的高能 效、低EMI电源方案，以及涵盖高边开关、eFuse、半桥驱动器在内的完整车规级驱动产品组合， 满足智能汽车对高功率密度、功能安全与系统响应速度的严苛要求。 本次论坛围绕电动化与智能化两大核心领域，聚焦电动化平台架构、车规级芯片国产替代、 智能驾驶系统集成三大热点技术主线，特邀 黑芝麻智能、辉羲智能、士兰微、纳芯微、南芯 科技、华研慧声、华大半导体、华太电子、概伦电子、荣湃半导体、宇都通讯 等十余家产业 领军企业（排名不分先后），深度探讨 ...

Core Viewpoint - The domestic semiconductor industry is becoming a key force in advancing the industrial chain, with Naxin Micro leveraging technological breakthroughs to build a comprehensive general signal chain product system [1]. Group 1: Product Offerings - Naxin Micro has developed a general signal chain product system covering "measurement, conditioning, and conversion," addressing the demand for domestic alternatives in various fields such as industrial automation, renewable energy, and automotive electronics [1]. - The NSREF30/31xx series voltage reference sources provide stable output solutions for ADC sampling accuracy, with a typical temperature drift of 10ppm/°C and initial accuracy of ±0.2% across a wide temperature range of -40°C to 125°C [4]. - The NSAD11xx/12xx series Δ-Σ ADC integrates a complete signal chain module, supporting various sensors and effectively addressing noise interference and multi-channel synchronization issues in industrial temperature measurement [5]. - The NSOPA series operational amplifiers cover high and low voltage applications, ensuring stable operation in complex electromagnetic environments with features like high PSRR and wide temperature range support [6]. - The NSOPA240x series power operational amplifiers provide significant reliability improvements for motor control applications, featuring a continuous output current of 400mA and built-in protection mechanisms [8]. - The NSCSA240-Q1 and NSCSA285 series current sensing amplifiers offer solutions for high-voltage PWM systems and energy management, achieving high precision and wide common-mode input ranges [9]. Group 2: Market Applications - Naxin Micro's products have achieved large-scale applications in industrial automation, renewable energy, and automotive electronics, providing competitive solutions from high-precision measurement to efficient control [10]. - The company focuses on sensor, signal chain, and power management solutions, catering to various sectors including automotive, industrial, information communication, and consumer electronics [11]. Group 3: Company Mission - Naxin Micro aims to connect the digital and physical worlds by providing chip-level solutions, with a mission to build a green, intelligent, and interconnected "chip" world [12].

纳芯微 2025042220250416 摘要 • 反制关税有望终结德州仪器价格战对国内模拟芯片厂商的压制，模拟芯片 板块或将迎来量价齐升，企业盈利能力有望大幅修复，国产替代加速打开 成长空间。 • 海关认定标准以晶圆产地为准，受影响的模拟芯片收入规模在中国大陆境 内约为 200 亿元人民币，主要集中在高端工业和车规领域，国产替代潜力 巨大。 • 国内终端客户已开始增加对国产模拟芯片厂商的订单，同时国产芯片原厂 积极上线替代料号，贸易政策变化加速高端模拟芯片国产化进程。 • 纳芯微受益于关税新政加速国产替代，汽车电子领域替代空间广阔，机器 人相关业务带来新增量，有望在汽车电子领域实现对美系厂商的市场份额 替代。 • 纳芯微 2024 年营收 19.61 亿元，同比增长 49.53%，四季度营收 5.94 亿元，同比增长 91.64%并扭亏为盈，全年业绩承压主要由于市场竞争和 研发投入加大。 • 纳芯微实际控制人为初始团队，核心技术人员多出身于海外知名企业，拥 有丰富从业经验，且高管、核心人员及骨干人员均获得充分股权激励。 • 纳芯微拥有信号链、电源管理、传感器三大产品线，并向敏感元器件领域 拓展，核心技术优势 ...

Core Viewpoint - The G60 Strategic Emerging Industries Index in A-shares has shown mixed performance, with a recent decline of 0.54% and a monthly drop of 4.70%, while it has increased by 0.02% over the past three months [1] Group 1: Index Performance - The G60 Index closed at 914.89 points with a trading volume of 15.257 billion [1] - The index reflects the overall performance of up to 50 largest strategic emerging industry companies listed in the Shanghai market from the Yangtze River Delta G60 cities [1] Group 2: Index Composition - The top ten weighted companies in the G60 Index include: Jianghuai Automobile (9.43%), Huayou Cobalt (7.14%), Hengsheng Electronics (6.17%), Zhongkong Technology (4.79%), Hengtong Optic-Electric (4.73%), Silan Microelectronics (4.55%), China Jushi (4.51%), Naxin Micro (3.21%), Zejing Pharmaceutical (3.14%), and Jingfang Technology (2.84%) [1] - The index is fully composed of companies listed on the Shanghai Stock Exchange [1] Group 3: Industry Breakdown - The industry composition of the index shows that Industrial sector accounts for 35.49%, Information Technology for 31.15%, Materials for 14.14%, Healthcare for 9.74%, and Communication Services for 9.49% [2] Group 4: Index Adjustment - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2] - Weight factors are generally fixed until the next scheduled adjustment, with special circumstances allowing for temporary adjustments [2] Group 5: Tracking Funds - Public funds tracking the G60 Index include the Shenwan Hongyuan G60 Strategic Emerging Industries ETF [3]