苏州国芯科技股份有限公司2025 年半年度报告 公司代码：688262 公司简称：国芯科技 2025 年半年度报告 1 苏州国芯科技股份有限公司2025 年半年度报告 苏州国芯科技股份有限公司 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 重大风险提示 公司已在本报告中详细描述可能存在的风险，敬请查阅本报告第三节"管理层讨论与分析" 之"四、风险因素"中的内容。 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人郑茳、主管会计工作负责人肖佐楠及会计机构负责人（会计主管人员）张海滨 声明：保证半年度报告中财务报告的真实、准确、完整。 六、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 无 七、 是否存在公司治理特殊安排等重要事项 □适用 √不适用 八、 前瞻性陈述的风险声明 √适用 □不适用 本报告中所涉及的未来计划、发展战略等前瞻性陈述，不构成本公司对投资者的承诺，敬请 投资者注意投资风险。 九、 是否存在被控股股东及其他关联方非经营性占用资金情 ...

Group 1 - Hefei Electric Science National Core Technology Co., Ltd. has been established with a registered capital of 15 million RMB [1] - The legal representative of the company is Wang Lei [1] - The business scope includes software development, technical services, integrated circuit manufacturing, and communication equipment manufacturing among others [1] Group 2 - The company is involved in various technical activities such as technology development, consulting, and transfer [1] - It also engages in import and export of goods and technology [1] - The company focuses on integrated circuit design, sales, and manufacturing, as well as radar and supporting equipment manufacturing [1]

Group 1 - The high bandwidth memory sector is leading the market with an increase of 3.38% [1] - Shengmei Shanghai saw a significant rise of 8.45% [1] - Lianrui New Materials increased by 4.45% [1] - Guoxin Technology experienced a growth of 4.16% [1] - Beifang Huachuang, Jingzhida, and Huahai Chengke all rose by over 3% [1]

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 ...