截至发稿，国芯科技市值为108亿元。 每经头条（nbdtoutiao）——"9·24"一周年，A股总市值破116万亿元！四大变革重塑中国资本市场新生 态 因基金退出需要，天创华鑫拟通过集中竞价交易或大宗交易的方式减持所持有的公司约310万股，股东 的减持价格按照市场价格确定，减持期间为自本公告披露之日起3个交易日后的3个月内，前述股东为持 股5%以下股东，不属于公司控股股东、实际控制人或董监高，本次披露减持计划为履行在招股说明书 中载明的减持公司股份将提前3个交易日公告的承诺。 因个人资金需要，魏宏锟拟通过集中竞价交易或大宗交易的方式减持所持有的公司约178万股，减持价 格按照市场价格确定，减持期间为自本公告披露之日起3个交易日后的3个月内，前述股东为持股5%以 下股东，均不属于公司控股股东、实际控制人或董监高，本次披露减持计划为履行在招股说明书中载明 的减持公司股份将提前3个交易日公告的承诺。 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%。 每经AI快讯，国芯科技（SH 688262，收盘价：32.01元）9月24日晚间发布公告称，西藏津盛泰达创业 ...

证券代码：688262 证券简称：国芯科技 公告编号：2025-068 苏州国芯科技股份有限公司 董事会薪酬与考核委员会关于公司2025年限制性股票 激励计划激励对象名单的公示情况说明及核查意见 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 2025 年 9 月 12 日召开 第三届董事会第三次会议，审议通过了《关于公司<2025 年限制性股票激励计划 （草案）>及其摘要的议案》及相关议案。根据《上市公司股权激励管理办法》 （以下简称"《管理办法》"）等有关法律、法规及规范性文件的相关规定，公司 对 2025 年限制性股票激励计划（以下简称"本激励计划"）拟授予激励对象的姓 名和职务在公司内部进行了公示。公司董事会薪酬与考核委员会（以下简称"薪 酬与考核委员会"）结合公示情况对激励对象人员名单进行了核查，相关公示情 况及核查情况如下： 一、公示情况及核查方式 1、公示情况 公司于 2025 年 9 月 13 日在公司内部公示了拟授予激励对象的姓名及职务， 公示时间为 202 ...

会议资料 苏州国芯科技股份有限公司 2025 年第三次临时股东会会议资料 证券代码：688262 证券简称：国芯科技 苏州国芯科技股份有限公司 2025 年第三次临时股东会 二〇二五年九月 苏州国芯科技股份有限公司 2025 年第三次临时股东会会议资料 | 2025 年第三次临时股东会会议须知 2 | | --- | | 2025 年第三次临时股东会会议议程 4 | | 2025 年第三次临时股东会会议议案 6 | | 议案一 . 、关于公司《2025 年限制性股票激励计划（草案）》及其摘要的议案 | | 6 | | 议案二 . 、关于公司《2025 年限制性股票激励计划实施考核管理办法》的议案 | | 7 | | 议案三、关于提请股东会授权董事会办理公司 2025 年限制性股票激励计划相关 | | 事宜的议案 11 | 1 苏州国芯科技股份有限公司 2025 年第三次临时股东会会议资料 苏州国芯科技股份有限公司 2025 年第三次临时股东会会议须知 为维护苏州国芯科技股份有限公司（以下简称"公司"）全体股东的合法权 益，保障股东在本次股东会期间依法行使权利，确保股东会的正常秩序和议事效 率，根据《中华人民共 ...

Financial Performance - In the first half of 2023, the company's operating revenue was 171 million yuan, a decrease of 34.74% year-on-year [1][2] - The net profit attributable to shareholders was -86.41 million yuan, compared to -82.56 million yuan in the same period last year [1][2] - The net profit attributable to shareholders after deducting non-recurring gains and losses was -97.21 million yuan, slightly worse than -96.10 million yuan in the previous year [1][2] - The net cash flow from operating activities was 52.54 million yuan, a significant improvement from -19.74 million yuan in the same period last year [1][2] Future Projections - The company projects operating revenues of 449 million yuan and 574 million yuan for 2023 and 2024, respectively [2] - The net profit attributable to shareholders is expected to be -169 million yuan in 2023 and -181 million yuan in 2024 [2] - The net profit after deducting non-recurring gains and losses is projected to remain at -224 million yuan for both 2023 and 2024 [2] Company Background - The company was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on January 6, 2022, with an initial stock issuance of 60 million shares at a price of 41.98 yuan per share [3] - The total funds raised from the initial public offering amounted to 2.519 billion yuan, with a net amount of 2.262 billion yuan after deducting issuance costs [3] - The company plans to use the raised funds for various projects, including cloud information security chip design and RISC-V architecture CPU core design [3]

Group 1 - The core viewpoint of the news highlights the recent stock performance and financial metrics of Guoxin Technology, indicating a positive trend in stock price with a year-to-date increase of 11.70% and a recent trading volume of 2.24 billion yuan [1] - As of June 30, Guoxin Technology's revenue for the first half of 2025 was 171 million yuan, reflecting a year-on-year decrease of 34.74%, while the net profit attributable to the parent company was -86.41 million yuan, a decrease of 4.66% [2] - The company has a diverse revenue structure, with 42.19% from self-developed chips and modules, 28.54% from chip customization services, and smaller contributions from IP licensing and other services [2] Group 2 - Guoxin Technology has a total market capitalization of 10.396 billion yuan and a trading turnover rate of 2.18% [1] - The company has seen a net inflow of main funds amounting to 3.94 million yuan, with significant buying and selling activities from large orders [1] - Since its A-share listing, Guoxin Technology has distributed a total of 120 million yuan in dividends, with 59.99 million yuan distributed over the past three years [3]

Investment Rating - The report maintains a "Positive" investment rating for the electronic industry, indicating an expected return that is stronger than the market benchmark by over 5% [6]. Core Viewpoints - Quantum computing is becoming a key focus for governments worldwide, with significant investments from leading companies like NVIDIA, suggesting an acceleration in the commercialization of quantum computing [3][9]. - The report highlights the ongoing advancements in quantum computing technology and its applications, with notable developments from both domestic and international companies [8][9]. Summary by Sections Investment Recommendations and Targets - Quantum computing is identified as a priority technology for governments, with companies like NVIDIA actively investing in the sector. This trend is expected to enhance the commercialization process [3][9]. - Recommended stocks include leading domestic quantum computing firms such as Guoshun Quantum (国盾量子), which focuses on quantum security chips, and other companies like Tengjing Technology (腾景科技) and Huagong Technology (华工科技) that are involved in quantum technology projects [3][9]. Industry Overview - The report discusses the recent IPO guidance from Benyuan Quantum and a $1 billion Series E funding round for PsiQuantum, which has reached a valuation of $7 billion [8]. - NVIDIA's strategic investments in various quantum computing companies, including Quantinuum and QuEra Computing, indicate a diversified approach to harnessing quantum computing opportunities [8]. - The report notes that both domestic and international quantum computing enterprises are making strides in commercial applications, with advancements in sectors like weather forecasting and financial analysis [8].

Group 1 - The rapid development of AI chip industry in China is highlighted, with a leading position in edge and endpoint application scenarios, indicating significant market potential [1] - The integration of terminal product applications, software, algorithms, and chips is essential for advancing China's AI chip development [1] - The commercialization of AI applications is expected to create new demands across hardware and software, particularly for a self-controlled industrial chain [1] Group 2 - There is a recognized gap between domestic and international AI chip manufacturing processes and equipment, but there is potential for domestic chips to catch up through system architecture optimization and algorithm innovation [2] - Recommendations for government support include establishing special industrial funds and subsidies for large models using domestic chips, as well as encouraging state-owned enterprises to adopt domestic chips [2] - The establishment of the Jiangsu RISC-V Industrial Alliance, with over 50 participating organizations, aims to enhance collaboration between industry, academia, and research to drive technological innovation and accelerate results [2]

国泰海通证券股份有限公司 关于苏州国芯科技股份有限公司 2025 年半年度持续督导跟踪报告 国泰海通证券股份有限公司（以下简称"国泰海通"或"保荐人"）作为苏 州国芯科技股份有限公司（以下简称"国芯科技"或"公司"）首次公开发行股 票并在科创板上市的保荐人，根据《证券发行上市保荐业务管理办法》《上海证 券交易所科创板股票上市规则》《上海证券交易所上市公司自律监管指引第 11 号——持续督导》《上海证券交易所科创板上市公司自律监管指引第 1 号——规 范运作》等相关法律法规的规定，负责国芯科技上市后的持续督导工作，并出 具本持续督导跟踪报告。 | 序号 | 工作内容 | 持续督导情况 | | --- | --- | --- | | | 建立健全并有效执行持续督导工作制 | 保荐人已建立健全并有效执行了持续 | | 1 | 度，并针对具体的持续督导工作制定相 | 督导工作制度，并制定了相应的工作 | | | 应的工作计划。 | 计划。 | | | 根据中国证监会相关规定，在持续督导 工作开始前，与上市公司或相关当事人 | 保荐人已与国芯科技签订《持续督导 | | | | 协议》，该协议明确了双方在持续督 | | ...

Investment Rating - The report maintains a positive investment rating for the quantum computing and post-quantum cryptography sectors, highlighting significant growth potential and competitive dynamics in the industry [4]. Core Insights - Quantum computing is poised to revolutionize AI capabilities by overcoming computational bottlenecks, with the market expected to grow from $4.7 billion in 2023 to over $800 billion by 2035, reflecting a compound annual growth rate (CAGR) of 44.8% [1][27]. - Post-quantum cryptography (PQC) is emerging as a critical defense against the threats posed by quantum computing to traditional encryption systems, with the U.S. leading in the development and standardization of PQC technologies [1][36]. - Domestic companies are accelerating their efforts in the quantum computing and cybersecurity sectors, aiming to establish a robust information security framework that is self-sufficient and resilient against quantum threats [2][3]. Summary by Sections 1. Addressing Quantum Computing Challenges and Advancements in Post-Quantum Cryptography - Quantum computing leverages unique quantum mechanical properties to achieve unprecedented computational power, enabling significant advancements in parallel processing and energy efficiency [7][10]. - The quantum computing market is expected to reach $10.5 billion by 2027, driven by breakthroughs in specialized quantum computers and applications across various sectors [27]. - The development of post-quantum cryptography is essential to safeguard against the vulnerabilities of traditional encryption methods, with various algorithms being explored to ensure security in a quantum computing era [30][32]. 2. Focus on Future Technological Transformations and Domestic Leaders' Accelerated Layout - Leading domestic enterprises are actively investing in quantum computing and post-quantum cryptography, enhancing their capabilities in algorithm development, hardware innovation, and practical applications [2][3]. - Companies like GuoDun Quantum and Sanwei Xinan are at the forefront of developing comprehensive solutions that integrate quantum key distribution (QKD) and post-quantum cryptography [61][52]. - The report identifies key players such as GuoDun Quantum, Sanwei Xinan, and Jida Zhengyuan as significant contributors to the advancement of post-quantum cryptography technologies [3][47][57].

9月12日，国芯科技涨3.26%，成交额5.17亿元。两融数据显示，当日国芯科技获融资买入额4766.81万 元，融资偿还5188.57万元，融资净买入-421.76万元。截至9月12日，国芯科技融资融券余额合计3.59亿 元。 融资方面，国芯科技当日融资买入4766.81万元。当前融资余额3.58亿元，占流通市值的3.54%，融资余 额低于近一年40%分位水平，处于较低位。 资料显示，苏州国芯科技股份有限公司位于江苏省苏州市高新区汾湖路99号狮山总部经济中心1号楼， 成立日期2001年6月25日，上市日期2022年1月6日，公司主营业务涉及致力于服务安全自主可控的国家 战略,为国家重大需求和市场需求领域客户提供IP授权、芯片定制服务和自主芯片及模组产品,主要应用 于信息安全、汽车电子和工业控制、边缘计算和网络通信三大关键领域。主营业务收入构成为：自主芯 片及模组产品42.19%，芯片定制服务28.54%，芯片定制服务:量产服务22.06%，芯片定制服务:定制服务 6.48%，IP授权0.70%，其他0.03%。 截至6月30日，国芯科技股东户数2.66万，较上期减少3.37%；人均流通股9942股，较上期增 ...