每经AI快讯，安路科技12月2日晚间发布公告称，公司近日收到股东深圳思齐出具的关于股份减持结果 的告知函，截至2025年12月1日收盘，深圳思齐通过集中竞价交易方式累计减持了公司股份100万股，占 公司总股本0.25%。本次减持计划实施完毕。 每经头条（nbdtoutiao）——股民发帖求主力拉涨停，次日竟成真！襄阳轴承涨停迷局背后：平台审核 漏洞与市场操纵疑云发酵 （记者 王晓波） ...

（文章来源：证券日报） 证券日报网讯 12月2日，安路科技在互动平台回答投资者提问时表示，公司客户拓展、产品导入均在稳 步推进之中，努力实现订单量的增长，以提升公司销售业绩。关于公司的产品销售等具体情况，可参看 公司披露的定期报告的相关内容。 ...

证券日报网讯12月2日，安路科技在互动平台回答投资者提问时表示，公司日常经营活动一切正常，各 项工作均有序开展。 ...

Core Viewpoint - The article discusses the advancements in 5G technology through the use of AMD's FPGA chips by Anlu Technology, highlighting the significant reduction in system latency and power consumption while maintaining flexibility for various industry needs [1] Group 1: Company Applications - Anlu Technology's FPGA chips are widely applied in major domestic communication manufacturers, particularly in 5G and F5G networks [1] - The company emphasizes its self-developed, domestically leading product characteristics and timely expert services as key advantages in the communication sector [1] Group 2: Industry Trends - The use of FPGA technology is identified as a crucial direction for the evolution of F5G networks, focusing on a "soft, open, and cloud-based" approach [1] - There is a significant potential for FPGA applications as more advanced communication technologies develop and commercialize in the future [1]

安路科技回复称，公司完整掌握了FPGA的相关核心技术，拥有国内领先的SERDES技术及研发团队。 公司所有带SERDES通道的FPGA产品，都可以连接光模块，满足客户的各种高速传输需求。 格隆汇12月2日｜有投资者在互动平台向安路科技提问：FPGA能够驱动光模块，核心在于其内部集成 的高速串行收发器，在Xilinx（现AMD）FPGA中常被称为GT/GTX/GTH，在Intel FPGA中可能称 Transceiver。FPGA接口直接驱动光模块以替代铜缆进行高速连接，是一项非常成熟、可靠且高性能的 工程技术方案。它成功解决了铜缆在高速率、长距离传输时面临的物理瓶颈。请问公司FPGA接口和光 模块能进行连接吗？ ...

Core Viewpoint - Anlu Technology (688107.SH) has fully mastered the core technology related to FPGA and possesses leading SERDES technology and R&D team in China [1] Group 1 - The company’s FPGA products with SERDES channels can connect to optical modules [1] - The products meet various high-speed transmission needs of customers [1]

格隆汇12月2日丨安路科技(688107.SH)在投资者互动平台表示，公司的FPGA产品可以适配光模块 CPO。 ...

重要内容提示： 一、 召开会议的基本情况 （一） 股东大会类型和届次 证券代码：688107 证券简称：安路科技 公告编号：2025-039 上海安路信息科技股份有限公司 关于召开2025年第一次临时股东大会的通知 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 网络投票系统：上海证券交易所股东大会网络投票系统 2025年第一次临时股东大会 （二） 股东大会召集人：董事会 （三） 投票方式：本次股东大会所采用的表决方式是现场投票和网络投票相结 合的方式 网络投票起止时间：自2025 年 12 月 15 日 至2025 年 12 月 15 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 （四） 现场会议召开的日期、时间和地点 召开日期时间：2025 年 12 月 15 日 14 点 00 分 召开地点：上海市浦东新区中科路 1867 号 C 座公司会议室 （五） 网络投票的系统、起止日期和投票时间。 1 股东大会召开日期：2025年12月15日 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络 ...

Core Viewpoint - The 22nd China International Semiconductor Expo (IC China 2025) will be held from November 23 to 25, 2025, at the National Convention Center in Beijing, showcasing advancements in the semiconductor industry, particularly in AI chips and advanced manufacturing processes [2][3]. Industry Overview - IC China has been a significant event in the semiconductor industry since 2003, establishing itself as a top-tier industry brand and benchmark [3]. - The expo will focus on the entire integrated circuit industry chain, highlighting the latest technologies, products, and applications, with a theme of "Gathering Strength in Chips, Driving the Future" [4]. Exhibition Details - The expo will feature seven major exhibition areas, including IC design, industry chain, innovative applications, and components, with over 600 exhibitors expected [5]. - Notable companies participating include Yangtze Memory Technologies, Huada Jiutian, and Tongfu Microelectronics, among others [5]. Market Trends - China's semiconductor industry is projected to exceed $180 billion in sales by 2024, with a significant portion of this growth driven by domestic innovation and reduced reliance on imports [6]. - In the first ten months of this year, China's integrated circuit exports reached approximately $161.7 billion, indicating a year-on-year increase of over 23% [6][7]. Growth Projections - The semiconductor industry is expected to experience a dual breakthrough in technology and scale, with a compound annual growth rate (CAGR) of 19.6% in chip design from 2006 to 2025 [13]. - By 2026, the semiconductor industry is anticipated to maintain a CAGR of over 10% [14]. R&D Investments - A-share semiconductor companies are projected to invest over $80 billion in R&D in 2024, with a research intensity exceeding 13% [15]. - The highest growth in revenue from 2021 to 2024 is expected in semiconductor equipment, integrated circuit manufacturing, and discrete devices [15]. Investment Insights - The National Integrated Circuit Industry Investment Fund has significant holdings in 32 companies within the semiconductor industry, with many experiencing substantial increases in financing [17]. - Companies like Shengke Communication and Jiangbolong have seen financing balances increase by over 400% and 350%, respectively, indicating strong investor interest [18]. Stock Performance - Among the 32 companies with National Fund holdings, 12 have seen stock price increases of less than 30% this year, despite significant increases in financing [19]. - Notable companies include Hu Silicon Industry and Tai Ling Microelectronics, with financing balances increasing by over 85% and 187%, respectively [19][20].

Group 1 - The core point of the article is the announcement by Anlu Technology regarding the share reduction plan by its shareholders, Shilan Venture Capital and Shilan Microelectronics [1] - Before the reduction plan, Shilan Venture Capital held 9,627,183 shares, accounting for 2.40% of the total share capital, while Shilan Microelectronics held 10,193,824 shares, accounting for 2.54% [1] - Together, Shilan Venture Capital and Shilan Microelectronics held a total of 19,821,007 shares, representing 4.94% of the total share capital [1] Group 2 - As of November 19, 2025, Shilan Microelectronics reduced its holdings by 1,893,824 shares, which is 0.47% of the total share capital, through centralized bidding [1] - Shilan Venture Capital did not reduce any shares during the plan, maintaining its holdings at 0% reduction [1] - The time frame for the share reduction plan has now expired [1]