Core Insights - Company is collaborating with Hong Kong Applied Science and Technology Research Institute in the NPU field to develop AI technology for edge applications, resulting in the CNN20, CNN100, and CNN200 series NPU IP cores [1] - CNN20 and CNN100 have completed design and are available for external licensing, while CNN200 is still under development [1] - CNN20 and CNN100 have a single-core computing power of 1 Tops@INT8, suitable for low-power AI MCU chips, while CNN200 can reach 10 Tops@INT8, applicable for various edge computing AI SoC chips [1] - The company is also working with Longqing Technology to develop the CNN300 NPU IP core for AI PC applications, which combines scalar and vector processing units, achieving a single-core performance of 8 Tops [1] - The CNN300 features a multi-core consistency interface (MLS) that supports expansion for higher computing power, allowing for a potential 32 Tops performance with a four-core stack [1] - Collaboration with Tsinghua International Innovation Center in Shanghai is focused on developing GPGPU cores based on the open-source RISC-V instruction architecture, with the first version of RTL code design completed and publicly released by July 2024 [1] - The company is concentrating on the R&D and design of automotive electronic chips, server and cloud application security chips, quantum security chips, and AI MCU chips, while the current phase of RISC-V GPGPU development has concluded [1] - Future R&D plans for RISC-V GPGPU will depend on the further development of open-source RISC-V GPGPU technology internationally [1]

Core Insights - The company, Guoxin Technology (688262.SH), has successfully developed quantum security chips and modules that have been adopted by leading enterprises in the quantum field, such as China Telecom Quantum and Wentian Quantum [1] - These products have been successfully applied in critical sectors including power and telecommunications, generating actual revenue for the company [1] Group 1 - The quantum security chips and modules have achieved sales and are being utilized in key industries [1] - The adoption by top enterprises indicates a strong market demand for the company's products [1] - The successful application in critical fields highlights the importance and reliability of the technology [1]

Core Insights - Company is collaborating with Hong Kong Applied Science and Technology Research Institute in the NPU field to develop AI technology for edge applications, resulting in the CNN20, CNN100, and CNN200 series NPU IP cores [1] - CNN20 and CNN100 have completed design and are available for external licensing, while CNN200 is still under development [1] - CNN20 and CNN100 have a single-core computing power of 1 Tops@INT8, suitable for low-power AI MCU chips, while CNN200 can reach 10 Tops@INT8, applicable for various edge computing AI SoC chips [1] - The company is also working with Longqing Technology to develop the CNN300 NPU IP core for AI PC applications, which combines scalar and vector processing units, achieving a single-core performance of 8 Tops [1] - The CNN300 features a multi-core consistency interface (MLS) that supports the expansion of multiple CNN300 IP cores for higher computing power, with a potential 32 Tops performance using a four-core stack [1] - Collaboration with Tsinghua International Innovation Center in Shanghai is focused on developing GPGPU cores based on the open-source RISC-V instruction architecture, with the first version of RTL code design completed and publicly released by July 2024 [1] - The company is concentrating on the R&D and design of automotive electronic chips, server and cloud application security chips, quantum security chips, and AI MCU chips, while the current phase of RISC-V GPGPU development has concluded [1] - Future R&D plans for RISC-V GPGPU will depend on the further development of open-source RISC-V GPGPU technology internationally [1]

Group 1 - The core point of the article is that Guoxin Technology (688262.SH) has been selected for a significant national demand project, specifically for the CCUSR8116 RAID card, which has begun small-scale installation [1] Group 2 - The company is actively engaging with investors through an interactive platform to communicate updates regarding its projects [1] - The selection of the CCUSR8116 RAID card indicates a potential growth opportunity for the company in the national project sector [1] - The initiation of small-batch installations suggests that the company is moving forward with its operational plans and fulfilling project requirements [1]

Group 1 - The core point of the article is that Guoxin Technology (688262.SH) has been selected for a major national demand project, specifically for the CCUSR8116 RAID card, which has begun small-scale installation [1] Group 2 - The company is actively engaging with investors through an interactive platform to communicate updates regarding its projects [1] - The selection of the CCUSR8116 RAID card indicates a significant opportunity for the company in the context of national projects [1] - The initiation of small-batch installations suggests a positive step towards larger-scale deployment in the future [1]

Core Viewpoint - Guoxin Technology (688262.SH) has successfully sold its quantum security chips and modules, which have been adopted by leading companies in the quantum field such as China Telecom Quantum and Wentian Quantum, generating actual revenue for the company [1] Group 1 - The company's quantum security products are being utilized in critical sectors such as power and telecommunications [1] - The adoption of these products by top-tier enterprises indicates a strong market demand and potential for growth in the quantum technology sector [1]

Core Viewpoint - The company, Guoxin Technology (688262.SH), is experiencing significant growth in demand for customized chips due to the rapid development of artificial intelligence and advanced computing markets, leading to a robust order backlog and a focus on executing these orders effectively [1] Group 1 - The customized chip business is witnessing a substantial increase in global demand [1] - The company has a strong order backlog for its customized chip business [1] - The company is fully committed to enhancing the execution of its existing orders [1]

格隆汇11月10日丨国芯科技(688262.SH)在投资者互动平台表示，目前，公司基于先进工艺开展HBM （高带宽内存）接口IP技术的流片验证工作前期已经完成并实现对客户交付，公司目前没有计划发展 HBM（高带宽内存）IP授权业务。 ...

Group 1 - On November 6, Guoxin Technology's stock rose by 3.89%, with a trading volume of 460 million yuan [1] - The financing data shows that on the same day, Guoxin Technology had a financing purchase amount of 54.22 million yuan and a net financing purchase of 5.22 million yuan, with a total financing and securities balance of 403 million yuan [1] - The current financing balance of Guoxin Technology is 402 million yuan, accounting for 3.80% of its circulating market value, which is above the 80th percentile level over the past year, indicating a high level [1] Group 2 - Guoxin Technology, established on June 25, 2001, is located in Suzhou, Jiangsu Province, and was listed on January 6, 2022 [2] - The company's main business includes providing IP licensing, chip customization services, and self-developed chips and modules, with key applications in information security, automotive electronics, and industrial control [2] - As of September 30, Guoxin Technology reported a revenue of 259 million yuan for the first nine months of 2025, 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] Group 3 - Guoxin Technology has distributed a total of 120 million yuan in dividends since its A-share listing, with 59.99 million yuan distributed over the past three years [3]

Core Insights - The latest investment direction of the "National Big Fund" has emerged, with 30 A-share listed companies having the fund as a significant shareholder [1] Group 1: Investment Holdings - The "National Big Fund" has significant holdings in companies such as Northern Huachuang, Hushi Silicon Industry, and Tuojing Technology, among others [1] - The fund's investments are primarily in the semiconductor and integrated circuit sectors, reflecting a strategic focus on these industries [1] Group 2: Company Performance - Northern Huachuang reported a Q3 revenue of 11.16 billion yuan, a year-on-year increase of 38.31%, with a net profit of 1.92 billion yuan, up 14.60% [3] - Hushi Silicon Industry achieved a Q3 revenue of 944 million yuan, a 3.79% increase, but reported a net loss of 265 million yuan [4] - Tuojing Technology saw a significant Q3 revenue increase of 124.15% to 2.27 billion yuan, with a net profit of 462 million yuan, up 225.07% [5]