Core Viewpoint - The company has launched several new high-performance chips in the first half of the year, indicating a strong focus on innovation and product development [1] Group 1: New Product Launches - The company introduced the ultra-high-performance cloud security chip CCP917T [1] - The company also launched the quantum-resistant encryption chip AHC001 [1] - Additionally, the quantum-resistant encryption card CCUPHPQ01 was released [1] - The automotive electronic safety airbag ignition chip CCL1800B was also part of the new product lineup [1] Group 2: Customer Engagement and Development - Samples of the new chips have been sent to customers who are currently engaged in application development [1] Group 3: Supply Chain and Production - The company's supply chain for custom AI chips has improved, and it is organizing production and delivery of related chips [1]

Industry Development - The automotive industry is transitioning towards electrification and intelligence, with AI technology driving vehicles to evolve into "super intelligent entities" since 2025 [1] - The automotive MCU chip market is experiencing rapid growth, with companies developing automotive electronic chip businesses through open-source collaboration and ecosystem building [1] Market Size and Growth - The global MCU market size is projected to reach $30.9 billion in 2023 and $33.8 billion in 2024, with an expected increase to $37 billion by 2025 due to rising demand from automotive and industrial AIoT sectors [2] - The domestic market for automotive-grade MCUs has a current localization rate of 18%, indicating significant room for growth [2] Company Performance - Companies like Zhaoyi Innovation and Zhongwei Semiconductor reported substantial revenue and net profit growth, with Zhaoyi Innovation achieving a revenue of 4.15 billion yuan (up 15%) and a net profit of 575 million yuan (up 11.3%) in the first half of 2025 [2] - Zhongwei Semiconductor's automotive electronic chip revenue reached 17.35 million yuan, marking an 89.4% increase, with products entering major automotive supply chains [3] - Guoxin Technology also reported a revenue of 49.15 million yuan, up 63.81%, with a focus on developing a comprehensive product line in automotive electronic chips [3] Industry Collaboration - The industry is advocating for multi-party cooperation to accelerate the development of the automotive chip sector, emphasizing the importance of collaborative innovation [4] - The establishment of a unified platform and open-source models is seen as a way to enhance industry collaboration, optimize innovation, and attract more participants [4] Challenges and Recommendations - The automotive chip sector faces challenges such as insufficient ecological collaboration, the need for breakthroughs in core technologies, and the validation of business models [4] - Experts suggest leveraging state-owned enterprises to lead the integration of the industry chain and promote development through a "use-promotes-construction" model [4]

Group 1 - The core viewpoint of the articles highlights the performance and business focus of Guoxin Technology, which has seen a stock price increase of 5.02% to 28.67 CNY per share, with a total market capitalization of 9.633 billion CNY [1] - Guoxin Technology, established on June 25, 2001, specializes in providing IP licensing, chip customization services, and self-developed chips and modules, primarily serving critical sectors such as information security, automotive electronics, and industrial control [1] - The revenue composition of Guoxin Technology includes 42.19% from self-developed chips and modules, 28.54% from chip customization services, and smaller contributions from IP licensing and other services [1] Group 2 - From the perspective of fund holdings, Guoxin Technology is a significant position in the portfolio of the Fortune Fund, specifically in the Fortune SSE Index ETF Linked A/B, which held 400 shares in the second quarter, maintaining the same number of shares as the previous period [2] - The Fortune SSE Index ETF Linked A/B has a total asset size of 274 million CNY and has achieved a year-to-date return of 15.98%, ranking 2781 out of 4222 in its category [2] - The fund managers, Wang Baohe and Fang Min, have extensive experience, with Wang having a tenure of 14 years and Fang 10 years, managing assets of 9.06 billion CNY and 25.209 billion CNY respectively [3]

Group 1 - The company, Guoxin Technology, announced that it and its subsidiaries have no overdue external guarantees, no external guarantees involved in litigation, and no losses due to guarantees resulting in adverse judgments [1]

证券代码：688262 证券简称：国芯科技 公告编号：2025-063 苏州国芯科技股份有限公司 关于为全资子公司提供和取消部分担保的进展公告 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、准确性和完整性承担法律责任。 重要内容提示： 担保对象及基本情况 | | | 被担保人名称 | 上海领晶量子科技有限公司 | | --- | --- | --- | --- | | 担 保 | 对 | 本次担保金额 | 990 万美元（按照 2025 年 9 月 9 日 银行间外汇市场人民币汇率中间价 为 1 美元对人民币 7.1008 元折算， 合计人民币为 7,029.792 万元） | | 象一 | | 实际为其提供的担保余额 | 990 万美元 | | | | 是否在前期预计额度内 | 是 □否 □不适用：_________ | | | | 本次担保是否有反担保 | □是 否 □不适用：_________ | | | | 被担保人名称 | 天津国芯科技有限公司 | | 保 | 对 | 本次担保金额 | 990 万美元（按照 2025 年 9 月 9 日 银 ...

Group 1 - Huaneng Power announced that its shareholder Hunan Energy Group plans to reduce its stake by up to 20.31 million shares, not exceeding 1% of the total share capital [1] - Ankai Bus reported a production of 1,012 buses in August, a year-on-year increase of 68.06%, with sales of 773 buses, up 46.95% year-on-year [1] - Lianhuan Pharmaceutical received a drug registration certificate for Famotidine injection, classified as a Class 3 chemical drug [1][2] Group 2 - Dongrui Co. reported sales of 94,800 pigs in August, generating revenue of 160 million yuan, a month-on-month decrease of 5.48% [3] - Tiancheng Control's subsidiary received a notification for a passenger car seat assembly project, expected to start production in April 2026 [5] - ST Huluwa obtained a drug registration certificate for Cefodizime capsules, a third-generation broad-spectrum cephalosporin [6] Group 3 - Jiulong Biotech announced the resignation of its Vice Chairman and General Manager Liang Hongjun due to work adjustments [8] - Guanhua High-tech's shareholder plans to reduce its stake by up to 17.50 million shares, not exceeding 1% of the total share capital [9] - Hebei Steel received approval to issue bonds totaling up to 10 billion yuan [10] Group 4 - Yunnan Energy Investment's subsidiaries received a total of 309 million yuan in renewable energy price subsidies [12] - Zhenghong Technology reported sales of 16,800 pigs in August, with a revenue of 22.87 million yuan, showing a year-on-year increase in sales volume of 63.31% [14] - Jilin Aodong's subsidiary received a drug registration certificate for a solution used in asthma treatment [16] Group 5 - Aonong Biological reported a 26.84% year-on-year increase in pig sales volume in August, reaching 150,100 pigs [18] - Xingdesheng announced a share repurchase plan with a budget of 15 to 30 million yuan [20] - Yueyang Lin Paper's Chairman Ye Meng resigned due to work adjustments [22] Group 6 - Kangchen Pharmaceutical's controlling shareholder plans to reduce its stake by up to 4.78 million shares, not exceeding 3% of the total share capital [23] - Changchun Yidong's General Manager Liu Xiaodong resigned due to work adjustments [25] - Zhongzai Resources' subsidiary received a government subsidy of 12.75 million yuan [26] Group 7 - Tianyu Biological reported a 41.89% month-on-month increase in sales revenue from pig sales in August [27] - Changfei Optical's shareholder Draka Comteq B.V. reduced its stake from 10% to 5% [27] - Zhongchuan Technology's Chairman Wu Xingwang resigned due to work adjustments [28] Group 8 - Huakang Clean announced a successful bid for a medical service construction project valued at 131 million yuan [29] - Yuegui Co. plans to establish a wholly-owned subsidiary with a registered capital of 100 million yuan [31] - Baisheng Intelligent's Vice General Manager and Board Secretary Huang Lijun resigned for personal reasons [32] Group 9 - Jiangsu Shuntian will change its stock name to "Suhao Fashion" starting September 10, 2025 [34] - Jiahe Meikang's shareholder plans to reduce its stake by up to 1.3759 million shares, not exceeding 1% of the total share capital [35] - Heng Rui Pharmaceutical received approval for clinical trials of HRS-4729 injection [37] Group 10 - Changfei Optical's shareholder plans to reduce its stake by up to 110,000 shares, not exceeding 0.15% of the total share capital [39] - Yutong Bus reported sales of 4,260 vehicles in August, a year-on-year increase of 16.78% [40] - JinkoSolar received 646 million yuan in renewable energy subsidies in August, a 248% increase year-on-year [41] Group 11 - Beijing Lier signed a strategic cooperation agreement with SenseTime and Xiwang Technology for AI collaboration [43] - Gongdong Medical's controlling shareholder plans to reduce its stake by up to 3% [44] - Zhonghuan Hailu terminated its control change plan and resumed trading [46] Group 12 - Longzi Co. reported a tax payment of 22.27 million yuan due to a tax audit [48] - Guoguang Chain's controlling shareholder plans to reduce its stake by up to 2.99% [49] - Guoxin Technology successfully tested a new high-performance chip for automotive electronics [50] Group 13 - GF Securities reported a cumulative increase in borrowings exceeding 20% of its net assets [51] - China Construction Bank's subsidiary plans to increase capital by 3 billion yuan [52] - Jifeng Technology plans to establish a wholly-owned subsidiary with a capital of 50 million yuan [53] Group 14 - Jiantou Energy received approval for a stock issuance plan to specific investors [54] - Shanghai Laishi's executives plan to collectively increase their holdings by at least 6 million yuan [55] - Wencan Co. reported a fire incident at its subsidiary, with no casualties reported [56]

格隆汇9月5日丨国芯科技(688262.SH)在投资者互动平台表示，在汽车辅助驾驶芯片领域，公司目前主 要产品有CCFC3012PT，可对标Infineon TC397/399系列芯片产品。公司还启动了CCFC3009PT芯片研 发，这是面向汽车辅助驾驶和跨域融合领域应用而设计开发的具有AI功能的更高性能MCU芯片，芯片 基于22nm RRAM工艺，采用高性能 RISC-V 多核架构 CRV6 CPU（6个主核+6个锁步核），集成NPU单 元，运行频率达到500MHz，预计算力可达到10000DMIPS以上，约是CCFC3012PT芯片的三倍，具备国 际先进水平。 ...

Core Viewpoint - Guoxin Technology (688262.SH) has suspended the research and development of GPU new chips due to current market competition and the company's new product planning, shifting focus to NPU technology development and application [1] Group 1 - The company has made a strategic decision to pause GPU chip development [1] - The shift in focus is attributed to the competitive market conditions [1] - The company aims to leverage its existing human resources for NPU technology development [1]

Core Insights - Guoxin Technology (688262.SH) has introduced the CNN200, which utilizes a GCU+NN network architecture, achieving a maximum single-core computing power of 10 TOPS@INT8, suitable for various edge computing AI SoC chips and applications including robotic dogs [1] Group 1: Product Features - The CNN200 features a pulsed array computing unit that optimizes dynamic power consumption and memory area, effectively reducing energy consumption and latency, achieving industry-leading energy efficiency [1] - It integrates on-chip caching and inter-layer data sharing technology, significantly reducing DDR access [1] - The hardware acceleration unit supports over 90 types of neural network operators and has a quick expansion interface design to adapt to the development of neural network models [1] Group 2: Compatibility and Ecosystem - The CNN200 supports post-training quantization (PTQ) with various quantization strategies, including symmetric, asymmetric, layer-wise, and channel-wise, compatible with mainstream neural network structures like CNN and RNN, and supports INT8 and FP16 data precision [1] - It is compatible with major deep learning frameworks such as PyTorch, TensorFlow, ONNX, and PaddlePaddle, demonstrating broad ecological adaptability [1] - The accompanying NPU toolchain includes tools for model format conversion, preprocessing, quantization, compilation, and simulation, providing software ecosystem support for NPU inference implementation and application deployment [1] Group 3: Future Developments - The company is developing the CNN300, aimed at AIPC applications, which is expected to support data types such as INT8, FP8, and FP16, and will cater to both traditional CNN and RNN applications as well as the latest popular LLM (large language model) applications [1] - The CNN300 will facilitate the offloading of commonly used large models like Deepseek, Qwen, and LLaMa, meeting the needs of conventional applications such as speech, image, and video recognition, as well as high-quality speech and video display for AIPC applications, generative AI, multimodal interaction, and knowledge management [1]

Core Viewpoint - The company is developing a trusted AI inference card based on its affiliate Jiangyuan Technology's domestically produced AI computing power chips and its own CCT02 TCM trusted chips, which supports national cryptography algorithms and enhances security against potential threats [1] Group 1 - The trusted AI inference card supports national cryptography algorithms SM2/3/4 [1] - It features static boot measurement capabilities to prevent software-related attacks and protect sensitive information [1] - The product complies with the GM/T 0012-2020 trusted computing standard [1]