Group 1 - The core business of Guoxin Technology includes providing IP licensing, chip customization services, and self-developed chips and modules, primarily applied in information security, automotive electronics, and industrial control [2] - As of September 30, Guoxin Technology reported a revenue of 259 million yuan, a year-on-year decrease of 44.92%, and a net profit attributable to shareholders of -127 million yuan, a slight decrease of 0.03% year-on-year [2] - The company has a total of 25,700 shareholders, a decrease of 3.43% from the previous period, with an average of 13,085 circulating shares per person, an increase of 31.62% [2] Group 2 - On December 23, Guoxin Technology's stock price fell by 0.86%, with a trading volume of 245 million yuan [1] - The financing buy-in amount on December 23 was 33.32 million yuan, with a net financing buy of 5.59 million yuan, while the total financing and securities balance reached 419 million yuan [1] - The company has distributed a total of 120 million yuan in dividends since its A-share listing, with 59.99 million yuan distributed in the last three years [3]

（文章来源：证券日报） 证券日报网讯 12月18日晚间，国芯科技发布公告称，持股5%以上股东麒越创投及其一致行动人嘉信佳 禾于2025年10月30日至12月18日累计减持1048939股，占总股本0.3122%，减持计划时间届满实施完 毕。 ...

证券代码：688262 证券简称：国芯科技公告编号：2025-079 苏州国芯科技股份有限公司 关于持股5%以上股东及其一致行动人减持计划时间届满 暨减持股份结果公告 本公司董事会、全体董事及相关股东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， 并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ● 大股东持有股份的基本情况 本次减持计划实施前，苏州国芯科技股份有限公司（以下简称"公司"）涉及本次减持计划的持股5%以 上股东及其一致行动人的持股情况如下： 1、宁波麒越创业投资合伙企业（有限合伙）（以下简称"麒越创投"）持有公司股份22,149,387股，占公 司总股本比例为6.59%； 2、宁波嘉信佳禾创业投资合伙企业（有限合伙）（以下简称"嘉信佳禾"）持有公司股份6,302,552股， 占公司总股本比例为1.88%； 3、孙力生持有公司股份7,457,894股，占公司总股本比例为2.22%； 4、杨志瑛持有公司股份932,363股，占公司总股本比例为0.28%。 上述股份来源为公司首次公开发行股票并上市前取得的股份及公司实施资本公积转增股本相应增加的股 份，首发前股份已于20 ...

证券代码：688262 证券简称：国芯科技 公告编号：2025-079 苏州国芯科技股份有限公司 关于持股 5%以上股东及其一致行动人减持计划时间届满 暨减持股份结果公告 本公司董事会、全体董事及相关股东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，并对其内容的真实性、准确性和完整性依法承担法律 责任。 重要内容提示： 大股东持有股份的基本情况 本次减持计划实施前，苏州国芯科技股份有限公司（以下简称"公司"）涉 及本次减持计划的持股 5%以上股东及其一致行动人的持股情况如下： 1、宁波麒越创业投资合伙企业（有限合伙）（以下简称"麒越创投"）持有 公司股份 22,149,387 股，占公司总股本比例为 6.59%； 2、宁波嘉信佳禾创业投资合伙企业（有限合伙）（以下简称"嘉信佳禾"） 持有公司股份 6,302,552 股，占公司总股本比例为 1.88%； 3、孙力生持有公司股份 7,457,894 股，占公司总股本比例为 2.22%； 4、杨志瑛持有公司股份 932,363 股，占公司总股本比例为 0.28%。 上述股份来源为公司首次公开发行股票并上市前取得的股份及公司实施资 本公积转增股本相应增 ...

2024年1至12月份，国芯科技的营业收入构成为：集成电路行业占比99.93%，其他业务占比0.07%。 截至发稿，国芯科技市值为99亿元。 每经头条（nbdtoutiao）——海南封关政策红利全解析：零关税、低个税、投资准入放宽、跨境资金自 由、创业扶持…… （记者 曾健辉） 每经AI快讯，国芯科技（SH 688262，收盘价：29.48元）12月18日晚间发布公告称，公司于2025年12月 18日收到公司股东麒越创投、嘉信佳禾、孙力生、杨志瑛出具的《关于减持结果的告知函》，孙力生和 杨志瑛未参与本次减持计划，麒越创投、嘉信佳禾在2025年10月30日至2025年12月18日累计减持公司股 份数量为1,048,939股，累计减持比例合计为0.3122%，本次减持计划减持时间届满，本次减持计划实施 完毕。 ...

格隆汇12月18日丨国芯科技(688262.SH)公布，公司于2025年12月18日收到公司股东麒越创投、嘉信佳 禾、孙力生、杨志瑛出具的《关于减持结果的告知函》，孙力生和杨志瑛未参与本次减持计划，麒越创 投、嘉信佳禾在2025年10月30日至2025年12月18日累计减持公司股份数量为104.89万股，累计减持比例 合计为0.3122%，本次减持计划减持时间届满，本次减持计划实施完毕。 ...

南财智讯12月18日电，国芯科技公告，公司股东宁波麒越创业投资合伙企业（有限合伙）及其一致行动 人宁波嘉信佳禾创业投资合伙企业（有限合伙）在2025年10月30日至2025年12月18日累计减持公司股份 1,048,939股，占公司总股本的0.3122%，减持计划实施完毕。其中，麒越创投减持868,939股，占总股本 的0.2586%；嘉信佳禾减持180,000股，占总股本的0.0535%。一致行动人孙力生、杨志瑛未参与本次减 持。本次减持通过集中竞价交易方式完成，减持价格区间分别为31.00元至35.30元/股和33.42元至34.95 元/股。 ...

格隆汇12月18日丨国芯科技(688262.SH)公布，公司于2025年12月18日收到公司股东麒越创投、嘉信佳 禾、孙力生、杨志瑛出具的《关于减持结果的告知函》，孙力生和杨志瑛未参与本次减持计划，麒越创 投、嘉信佳禾在2025年10月30日至2025年12月18日累计减持公司股份数量为104.89万股，累计减持比例 合计为0.3122%，本次减持计划减持时间届满，本次减持计划实施完毕。 ...

国芯科技公告，2025年10月30日至2025年12月18日，麒越创投累计减持股份数量为86.89万股，占公司 总股本的比例为0.2586%，减持完成后持有公司股份数量为2128.04万股，占公司总股本的比例为 6.33%；嘉信佳禾累计减持股份数量为18万股，占公司总股本的比例为0.0535%，减持完成后持有公司 股份数量为612.26万股，占公司总股本的比例为1.82%。麒越创投、嘉信佳禾在2025年10月30日至2025 年12月18日累计减持公司股份数量为104.89万股，累计减持比例合计为0.3122%。 ...

Group 1: Market Overview - The global storage chip market is experiencing significant structural changes due to a shortage and price surge, leading major PC manufacturers to raise product prices, with Dell increasing prices across its commercial computer range [1] - The driving force behind this price increase is the shift in AI development from training to application, resulting in a surge in demand for storage chips as they become strategic components in AI infrastructure [1] - Omdia forecasts that semiconductor industry revenue will reach a record high of $216.3 billion by Q3 2025, with a quarter-over-quarter growth of 14.5%, driven by storage chips and AI accelerators [1] Group 2: Industry Insights - Northeast Securities reports that the storage industry has passed its cyclical bottom, benefiting from the real demand explosion driven by AI infrastructure, leading to continuous chip price increases [2] - The demand for materials is expected to rise due to the expansion of domestic storage chip manufacturers [2] - The report from Zhongyou Securities highlights the increasing demand for plating solutions and photoresists in the storage chip sector, driven by advancements in HBM and 3D NAND technologies [2] Group 3: Key Companies in Storage Chip Sector - Zhaoyi Innovation (兆易创新) is a leading storage chip designer with a market share of 18.5% in global NOR Flash and has begun mass production of DDR4 DRAM in collaboration with Hefei Changxin [2] - Lanke Technology (澜起科技) holds over 40% market share in DDR5 memory interface chips and benefits from the increasing penetration of AI servers [2] - Baiwei Storage (佰维存储) specializes in embedded storage and PCIe SSDs, with products suitable for AI PCs and cloud service providers [3] Group 4: Storage Modules and Controllers - Jiangbolong (江波龙) is a leading domestic storage module company with over 100 million self-developed controller chips deployed [4] - Shannon Chip (香农芯创) is a core agent for SK Hynix, entering the Alibaba Cloud supply chain with its enterprise SSDs [4] - Demingli (德明利) focuses on self-developed storage controller chips and has accelerated the domestic replacement of its products [4] Group 5: Packaging and Manufacturing - Changdian Technology (长电科技) is the third-largest packaging and testing company globally, with a 25% market share in storage packaging [6] - SMIC (中芯国际) is a key player in domestic storage chip manufacturing, providing foundry services for NOR Flash and embedded storage chips [6] - Huahong (华虹公司) specializes in unique process storage chip foundry services, supporting production for IoT and automotive electronics [6] Group 6: Upstream Equipment and Materials - Northern Huachuang (北方华创) supplies core equipment for storage chip manufacturing, with growing orders for etching and deposition equipment [7] - Tuojing Technology (拓荆科技) leads in PECVD equipment, facilitating the expansion of storage capacity for major manufacturers [7] - Yake Technology (雅克科技) is a leading supplier of storage chip materials, breaking overseas monopolies and entering the supply chains of major global storage manufacturers [7] Group 7: Supporting Chips and Ecosystem - Jucheng Co. (聚辰股份) holds over 30% market share in DDR5 SPD chips, supporting platforms like NVIDIA H100 [8] - Guoxin Technology (国芯科技) is a leader in RAID storage chips, enhancing data security and performance for enterprise storage systems [8]