天眼查商业履历信息显示，苏州国芯科技股份有限公司，成立于2001年，位于苏州市，是一家以从事软 件和信息技术服务业为主的企业。企业注册资本33599.9913万人民币，实缴资本18000万人民币。公司 法定代表人为郑茳。 通过天眼查大数据分析，苏州国芯科技股份有限公司共对外投资了21家企业，参与招投标项目56次，知 识产权方面有商标信息2条，专利信息260条，此外企业还拥有行政许可11个。 来源：金融界 金融界消息 截至2025年8月12日收盘，国芯科技（688262）报收于28.8元，上涨1.66%，换手率3.21%， 成交量10.78万手，成交金额3.07亿元。 资金流向方面，今日主力资金净流入1245.38万元，占比成交额4.05%。其中，超大单净流出89.40万 元、占成交额0.29%，大单净流入1334.78万元、占成交额4.34%，中单净流出流出583.38万元、占成交 额1.9%，小单净流出662.00万元、占成交额2.15%。 国芯科技最新一期业绩显示，截至2025一季报，公司营业总收入8727.46万元、同比减少51.13%，归属 净利润3475.06万元，同比增长25.02%，扣非净利润3 ...

Industry Overview - The Chinese secure storage chip market is experiencing rapid growth driven by the implementation of national information security strategies and accelerated domestic substitution processes. The market size is projected to reach 18.67 billion RMB in 2024, representing a year-on-year growth of 19.3% [1][16]. - By 2025, the market size is expected to exceed 21.85 billion RMB, supported by increased investments in information security infrastructure and the scaling of projects like IC cards and electronic IDs [1][16]. Market Structure - The secure storage chip market is characterized by a clear structural feature, with the financial payment sector maintaining a leading position with a 42% market share in 2024. The government and public service applications follow closely with a 28% market share [17]. - Emerging applications in industrial control and vehicle networking, although currently smaller in market share, are growing rapidly and are expected to reshape the market landscape [17]. Industry Development History - The secure storage chip industry in China has evolved from reliance on foreign manufacturers to achieving a degree of self-sufficiency. Prior to 2015, domestic production was almost entirely dependent on foreign companies [8]. - The introduction of laws such as the Cybersecurity Law and Data Security Law has spurred local companies to make technological advancements and expand their market presence [8]. - From 2018 to 2020, domestic companies like Unisoc and National Technology made significant progress in the secure storage chip sector, covering various application scenarios [8]. Industry Chain - The secure storage chip industry chain consists of upstream raw materials and equipment, midstream production and manufacturing, and downstream application fields including financial payments, government services, industrial control, and vehicle networking [10]. Key Companies - Major players in the secure storage chip industry include Zhaoyi Innovation, Huawei, Tongfu Microelectronics, and National Technology, among others. These companies leverage technological advancements and scale advantages to capture significant market shares [20][21]. - The competitive landscape is marked by a mix of large enterprises and emerging companies focusing on innovation and differentiation [20]. Future Trends - The secure storage chip industry is expected to trend towards multifunctionality, integrating storage, encryption, identity authentication, and secure boot capabilities into single chips [26]. - High performance will be a focus, with developments in storage chips supporting high-speed interfaces and optimized encryption algorithms to meet the demands of AI and supercomputing applications [27]. - Low power consumption will also be a key trend, driven by the proliferation of IoT and edge devices, with new non-volatile memory technologies gradually replacing traditional flash chips [29].

国芯科技最新一期业绩显示，截至2025一季报，公司营业总收入8727.46万元、同比减少51.13%，归属 净利润3475.06万元，同比增长25.02%，扣非净利润3952.93万元，同比增长23.94%，流动比率2.050、速 动比率1.732、资产负债率36.34%。 金融界消息 截至2025年7月30日收盘，国芯科技（688262）报收于27.73元，下跌0.25%，换手率 3.38%，成交量11.35万手，成交金额3.15亿元。 资金流向方面，今日主力资金净流入2150.72万元，占比成交额6.83%。其中，超大单净流入537.42万 元、占成交额1.71%，大单净流入1613.30万元、占成交额5.12%，中单净流出流入258.28万元、占成交 额0.82%，小单净流出2409.00万元、占成交额7.65%。 天眼查商业履历信息显示，苏州国芯科技股份有限公司，成立于2001年，位于苏州市，是一家以从事软 件和信息技术服务业为主的企业。企业注册资本33599.9913万人民币，实缴资本18000万人民币。公司 法定代表人为郑茳。 通过天眼查大数据分析，苏州国芯科技股份有限公司共对外投资了21家企业， ...

Group 1 - The core viewpoint of the news is that Guoxin Technology (688262) has shown a positive stock performance with a closing price of 27.8 yuan, up 2.39% as of July 29, 2025, with a trading volume of 96,900 lots and a transaction amount of 266 million yuan [1] - The company experienced a net inflow of main funds amounting to 37.92 million yuan, accounting for 14.26% of the transaction amount, with significant contributions from large orders [1] - The latest financial report for Guoxin Technology indicates a total operating revenue of 87.27 million yuan for Q1 2025, a year-on-year decrease of 51.13%, while the net profit attributable to shareholders was 34.75 million yuan, reflecting a year-on-year increase of 25.02% [1] Group 2 - Guoxin Technology has made investments in 21 companies and participated in 53 bidding projects, showcasing its active engagement in the market [2] - The company holds 257 patents and has 2 trademark registrations, indicating a strong focus on intellectual property [2] - Guoxin Technology has 11 administrative licenses, which may enhance its operational capabilities [2]

Core Viewpoint - The 12nm process node, previously considered mature, is now gaining attention in the semiconductor industry due to its balance of performance, power consumption, and cost, making it a strategic choice for various applications, especially in edge AI and IoT devices [1][3][23] Group 1: Expansion of 12nm Applications - Numerous domestic and international companies are adopting 12nm technology across various sectors, including wearable devices, servers, smartphones, AI, and automotive applications [5][11] - Notable products include Unisoc's W527 platform for wearables, Loongson's 3C6000 server CPU, and various chips for AR/VR and industrial IoT [6][10][11] Group 2: Drivers Behind the Resurgence of 12nm - The shift towards edge computing and AI applications is driving demand for cost-effective solutions that 12nm can provide, as it strikes a balance between performance and cost [12][13] - Geopolitical factors are prompting companies to reassess their manufacturing processes, with 12nm being a safer choice that supports mainstream applications without being at the cutting edge [13][14] - The compatibility of 12nm with advanced packaging technologies allows for efficient system-level integration, making it attractive for modern chip designs [13][14] Group 3: Foundry Focus on 12nm - Major foundries like TSMC, UMC, and Intel are increasingly focusing on 12nm, with TSMC's 12nm FinFET Compact technology being a key offering [16][17] - UMC and Intel's collaboration on 12nm aims to address the growing demand in mobile communications and network infrastructure, highlighting the strategic importance of this node [18][19] - The partnership allows both companies to leverage their strengths, with Intel focusing on manufacturing and UMC on process development, catering to market needs while navigating geopolitical challenges [20][21][22] Group 4: Future Outlook for 12nm - The 12nm node is expected to play a crucial role in the evolution of edge AI, IoT, and automotive electronics, serving as a bridge between chip design and system solutions [23] - As advanced packaging and system-level optimizations continue to develop, 12nm may become increasingly central to the semiconductor ecosystem, supporting a wide range of applications [23]

证券代码：688262 证券简称：国芯科技 公告编号：2025-056 苏州国芯科技股份有限公司 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，并对其内容的真实性、准确性和完整性依法承担法律责任。 苏州国芯科技股份有限公司（以下简称"公司"）于近日办理完成部分首次 公开发行股票募集资金理财产品专用结算账户的注销手续，现将相关事项公告如 下： 一、募集资金理财产品专用结算账户的设立情况 特此公告。 苏州国芯科技股份有限公司 董事会 | 开户人 | | 开户银行 | 银行账号 | 募投项目 | 账户状态 | | --- | --- | --- | --- | --- | --- | | | 江苏银行股份 | | 募集资金理 | | | | 苏州国芯科技 | | | 30260188000 | | | | | 有限公司苏州 | | 财产品专用 | 本次销户 | | | 股份有限公司 | | | 365171 | | | | 狮山支行 | | | 结算账户 | | | | | 中国银行股份 | | | | | | | | | 募集资金理 | | | | 苏州国芯科技 | 有限公司苏 ...

苏州国芯科技股份有限公司 关于注销部分募集资金理财产品专用结算账户的公告 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，并对其内容的真实性、准确性和完整性依法承担法律责任。 证券代码：688262 证券简称：国芯科技 公告编号：2025-056 苏州国芯科技股份有限公司（以下简称"公司"）于近日办理完成部分首次 公开发行股票募集资金理财产品专用结算账户的注销手续，现将相关事项公告如 下： 一、募集资金理财产品专用结算账户的设立情况 为提高募集资金使用效率，公司使用部分暂时闲置募集资金进行现金管理， 并分别开立了理财产品专用结算账户。截至本公告披露日，公司募集资金理财产 品专用结算账户情况如下： | 开户人 | 开户银行 | 银行账号 | 募投项目 | 账户状态 | | --- | --- | --- | --- | --- | | 苏州国芯科技 股份有限公司 | 江苏银行股份 有限公司苏州 | 30260188000 365171 | 募集资金理 财产品专用 | 本次销户 | | | 狮山支行 | | 结算账户 | | | 苏州国芯科技 股份有限公司 | 中国银行股份 有限 ...

Group 1: Tianyang Technology - Tianyang Technology positions its U Card platform as an end-to-end digital currency comprehensive service platform, covering virtual currency import, exchange, fiat currency recharge, and card lifecycle management [1] - The U Card business focuses on corporate procurement card categories, with a subscription-based fee model that includes a minimum transaction volume corresponding to a base monthly fee [1] - The core customer regions for U Card business are Southeast Asia, Central Asia, and Africa, where there is a strong foundation of stablecoin holders [1] Group 2: Guoxin Technology - Guoxin Technology continues to adhere to an innovation-driven development philosophy, focusing on the research and development of automotive electronic chips and information security chips [2] - The company has successfully developed the CCL1800B automotive electronic safety airbag ignition chip, marking the industry's first successful development of a similar product [2] - Guoxin Technology has launched high-performance cloud security chips and has made significant progress in quantum security chip development, with products like the CCM3310SQ-T expected to be released in early 2025 [2] Group 3: Investment Management Company Overview - Shanghai Xitai Investment Management Co., Ltd. is an emerging private equity fund manager in the Chinese market, established in July 2014, with a registered capital of 10 million RMB [3] - The company specializes in secondary market stock investment management, providing customized product services for investors with different risk preferences [3] - The research team consists of highly qualified employees, with 80% holding graduate degrees, and core investment personnel have backgrounds in public funds, demonstrating the ability to manage large-scale assets [3]

Industry Overview - The fifth RISC-V China Summit will be held from July 16 to 19, 2025, in Shanghai, featuring a main forum, nine vertical sub-forums, five workshops, and 11 concurrent activities, along with a 4,500 square meter future technology exhibition area [1] - The event is expected to attract nearly 2,000 domestic and international professional attendees, with 80% from the industry, and online coverage reaching over 500,000 industry participants [1] - RISC-V architecture is rapidly rising as one of the three major instruction set architectures globally, with advantages such as being open-source, flexible in design, and low power consumption [1] - It is predicted that the compound annual growth rate of RISC-V architecture product shipments will exceed 40% by 2030 [1] - The development of RISC-V in China is reflected in software, applications, and developer ecosystems, presenting an opportunity for domestic chips to leapfrog competitors [1] Company Insights - Chipone Technology is a leading company focused on semiconductor IP licensing and chip customization services, playing a core role in the RISC-V ecosystem [2] - Newclean is positioned as a high-performance power semiconductor supplier, investing in the RISC-V ecosystem to achieve a strategic upgrade from discrete devices to "smart integration" [2] - Goke Microelectronics has independently developed the CRV7 multi-core processor, achieving cloud security chip performance of 200 Gbps and winning projects from state-owned banks, indicating clear potential for domestic substitution [2]

Core Viewpoint - Chip stocks experienced a rebound in the afternoon, with several major stocks seeing significant gains, indicating a positive trend in the semiconductor sector [1] Group 1: Stock Performance - Companies such as Cambricon, Taiji, Shengke Communication, Huahong Group, and Jingfeng Mingyuan all saw their stock prices rise by over 5% [1] - Other companies including SMIC, Aishi Chuang, Guoxin Technology, Shengbang Technology, and Guomin Technology also followed suit with notable increases [1]