Market Overview - Major US stock indices showed mixed performance, with the S&P 500 rising by 0.19% and the Dow Jones increasing by 0.66%, while the Nasdaq fell by 0.03% [1] - Tesla shares dropped by 2.6%, influenced by software stocks offsetting gains in chip stocks, while Salesforce fell over 4% and Nvidia rose over 1% [1] - The White House's decision to delay tariffs on certain household goods led to an 8% increase in shares of RH [1] Semiconductor Sector - SanDisk surged nearly 16%, Micron Technology rose over 10%, ASML increased by over 8%, and TSMC hit a historical high with a rise of over 5% [2] - The semiconductor sector is expected to benefit from increased capital expenditure in 2026, with analysts projecting a tightening market for memory chips, leading to significant price increases [11] Chinese Tech Stocks - The China concept index rose over 4%, with Baidu increasing by 15% and Alibaba by over 6% [3] - Baidu announced plans to spin off Kunlun Chip for independent listing on the Hong Kong Stock Exchange, resulting in a 9% rise in its stock [10] Economic Policies and Initiatives - The State Council approved the draft of the Water Supply Regulations and the revised Drug Administration Law Implementation Regulations [4] - Shanghai's measures to accelerate the construction of low-altitude economic advanced manufacturing clusters include support for eVTOL and industrial-grade drones, with funding up to 50 million yuan [5] - The State Council issued a solid waste comprehensive governance action plan aiming for a 45 billion-ton annual comprehensive utilization of major solid waste by 2030 [5] IPO and Corporate Actions - Blue Arrow Aerospace's IPO application was accepted, aiming to raise 7.5 billion yuan for reusable rocket technology upgrades and capacity enhancement [12] - Multiple companies announced acquisitions, including Zhongwei Company planning to acquire a 64.69% stake in Hangzhou Zhonggui, and Meike Home proposing to buy 100% of Wande Technology [15][16] Lithium and Battery Materials - Tianqi Lithium forecasted a net profit of 1.1 to 1.6 billion yuan for 2025, driven by strong demand in the new energy vehicle and energy storage markets [29] - The lithium hexafluorophosphate market is expected to remain tight, with significant price increases anticipated due to strong demand and cautious supply expansion [13] Consumer Market Trends - Hainan's duty-free market saw a significant increase during the New Year holiday, with sales reaching 712 million yuan, a year-on-year growth of 128.9% [10][14]

Group 1 - Yanjiang Co. plans to acquire control of Ningbo Yongqiang Technology Co., Ltd. through a combination of share issuance and cash payment, leading to a potential major asset restructuring [2] - Fangda Carbon has decided to terminate its participation in the substantial merger and restructuring of Shanshan Group due to insufficient due diligence and alignment with its strategic planning [3] - Tongling Nonferrous Metals announced a delay in the second phase of the Mirador copper mine project, which is expected to impact the company's operating performance in 2026 [4] Group 2 - Zhongkuang Resources has commenced trial production of its 30,000 tons per year high-purity lithium salt project, enhancing its competitive edge in the lithium salt business [5] - China Nuclear Power's Fujian Zhangzhou Nuclear Power Plant Unit 2 has completed a 168-hour full-power continuous operation assessment and is ready for commercial operation, increasing the company's operational nuclear units to 27 [6] - Guoxin Technology successfully tested its new neural network processor DPNPU, aimed at high-performance AI processing, although it is still in the early market introduction phase [7] Group 3 - Zhongjian Technology is set to initiate a collaborative development project in the field of intelligent robotics, focusing on applications and product line definitions [8] - Mengwang Technology signed a cooperation agreement worth 60 million yuan with Jiangxi Shenzhou Liuhe for the development and production of heavy-duty drone products [9] - Shengyi Technology has signed an investment intention agreement for a high-performance copper-clad laminate project, with an estimated investment of 4.5 billion yuan [10] Group 4 - Longpan Technology plans to invest 2 billion yuan in a high-performance lithium battery cathode material project, with a production capacity of 240,000 tons [11] - Tianlong Co. intends to acquire a 54.87% stake in Suzhou Haomibo Technology Co., Ltd. for 232 million yuan, expanding its presence in the sensor development field [12] - Shengyang Co. plans to acquire a 51% stake in Shenzhen Daren High-Tech Co., Ltd. for approximately 74.47 million yuan, enhancing its lithium battery management system capabilities [13] Group 5 - Jincai Hulin intends to acquire a 51% stake in Wuxi Sanli Robot Technology Co., Ltd. for 63.43 million yuan, extending its technology into the robot component manufacturing sector [14] - Jingwang Electronics has submitted an application for H-share listing on the Hong Kong Stock Exchange [15] - ST Yigou's restructuring plan has been approved by the court, allowing for the continuation of its operations [16] Group 6 - Guoguang Electric announced the lifting of restrictions on its general manager, who has returned to normal duties [17] - Fenghuang Shipping reported that its actual controller has been released from monitoring measures, with no significant impact on the company's operations [18] Group 7 - Longjian Co. reported a net profit of 405 million yuan for 2025, a decrease of 2.05% year-on-year [20] - Bailong Oriental expects a net profit increase of 46.34% to 70.73% for 2025, estimating between 600 million to 700 million yuan [21] - BYD's cumulative sales of new energy vehicles reached 4.602 million units in 2025, a year-on-year increase of 7.73% [22] Group 8 - Changan Automobile reported cumulative sales of 2.913 million vehicles in 2025, with total revenue of approximately 286 billion yuan [23] - Beiqi Blue Valley's subsidiary achieved a cumulative vehicle sales increase of 84.06% in 2025 [24] - ST Tianshan reported significant year-on-year increases in live livestock sales and revenue for December 2025 [25] Group 9 - Hunan Baiyin's shareholder reduced its stake to below 5%, with no significant impact on the company's governance structure [27] - Century Huatong plans to repurchase shares worth between 300 million to 600 million yuan [29] - Dongcheng Pharmaceutical intends to repurchase shares for an amount between 100 million to 200 million yuan [30] Group 10 - Guizhou Moutai has repurchased 87,059 shares for a total of 120 million yuan [31] - Ningde Times has repurchased 15.99 million A-shares for a total of 4.386 billion yuan [33]

Investment Agreements - Longpan Technology plans to invest 2 billion yuan to establish a high-performance lithium battery cathode material project [2] - Yanjing Co. intends to acquire control of high-frequency carrier board manufacturer Yongqiang Technology, with stock suspension [2] - Zhongjian Technology has approved a project for the collaborative development of intelligent robots [2] - Mengwang Technology signed a cooperation agreement worth 60 million yuan with Shenzhou Liuhe for the R&D and production of heavy-lift drones [3] - Jiu Ding New Materials plans to invest 246 million yuan to build a large-scale wind turbine blade production line [4] - Jincai Hulin intends to acquire 51% of Wuxi Sanli for 63.43 million yuan [5] - Changyuan Power plans to invest in a 100MW wind farm project in Hubei Province with a total investment of 562 million yuan [7] - Shengyang Co. plans to acquire 51% of Shenzhen Daren High-Tech for 74.47 million yuan [8] Shareholding Changes - *ST Zhongzhuang announced a change in actual control to Long Jisheng due to the execution of a restructuring plan [9] - Hunan Baiyin's major shareholder reduced its stake to below 5% [10] Stock Buybacks - Century Huatong plans to repurchase shares worth between 300 million and 600 million yuan [11] - Dongcheng Pharmaceutical intends to repurchase shares for 100 million to 200 million yuan [12] - Ningde Times has repurchased a total of 15.99 million A-shares for 4.386 billion yuan [13] Business Operations and Performance - Bailong Oriental expects a net profit increase of 46.34% to 70.73% in 2025 [13] - Longjian Co. anticipates a net profit of 405 million yuan in 2025, a decrease of 2.05% [13] - BYD reported cumulative sales of 4.602 million new energy vehicles in 2025, a 7.73% increase year-on-year [14] Financing and Capital Increases - Zhenhua Co. plans to issue convertible bonds to raise no more than 878 million yuan for projects [15] - Huashu Holdings intends to raise up to 600 million yuan through a private placement to Hongtai Group [15] Other Developments - Xinxing Chemical has resumed production of biomass cellulose filament products after equipment upgrades [24] - Guoguang Electric announced the resumption of the general manager's duties after the lifting of restrictions [25]

北京商报讯（记者 陶凤 王天逸）1月4日，苏州国芯科技股份有限公司发布自愿性披露公告称，公司研 发的神经网络处理器DPNPU（DataflowParallel NPU）新IP产品于近日在公司内部测试中获得成功，新 IP产品面向端侧与边缘计算的高性能AI处理器，它针对人工智能应用中复杂多变的计算任务进行了多方 面优化，致力于在功耗、性能和灵活性之间取得最佳平衡，为各类智能设备提供高效、可靠且易于扩展 的算力支持。 ...

国芯科技 DPNPU 单核支持 0.5～4.8 TOPS 的灵活算力配置，支持算力线性扩展，可以为不同场景提供 定制化的 AI 算力解决方案。国芯科技DPNPU采用符合 RISC-V 指令集架构（RISC-V ISA）标准的创新 开放架构，该架构通过将RISC-V 核心与高性能神经网络加速单元在架构层面进行深度优化设计，并设 计了专用的 TDS（Task Distribution&Synchronization）硬件调度引擎作为核心控制单元，将网络模型中 的算子序列转化为高效的节点化任务流，实现了任务管理、数据流控制与 AI 专用计算的统一高效调 度。该新 IP 产品采用脉动阵列高效动态融合技术，确保设备在长时间运行中的稳定性和卓越能效表 现。DPNPU内置90+神经网络算子，全面覆盖 CNN、RNN 神经网络架构，并支持LSTM、GRU等RNN 变体。通过 RISC-V 指令和硬件通用性设计可扩展支持更多算子，为适配未来不断涌现的 AI 模型预留 充足空间。DPNPU 支持训练后量化（PTQ）技术，提供对称量化、非对称量化、逐层量化和逐通道量 化四种方式。同时支持INT8和 FP16 混合精度量化，在保持模 ...

国芯科技 DPNPU 单核支持 0.5～4.8 TOPS 的灵活算力配置，支持算力线性扩展，可以为不同场景提供 定制化的 AI 算力解决方案。国芯科技DPNPU采用符合 RISC-V 指令集架构（RISC-V ISA）标准的创新 开放架构，该架构通过将RISC-V 核心与高性能神经网络加速单元在架构层面进行深度优化设计，并设 计了专用的 TDS（Task Distribution&Synchronization）硬件调度引擎作为核心控制单元，将网络模型中 的算子序列转化为高效的节点化任务流，实现了任务管理、数据流控制与 AI 专用计算的统一高效调 度。该新 IP 产品采用脉动阵列高效动态融合技术，确保设备在长时间运行中的稳定性和卓越能效表 现。DPNPU内置90+神经网络算子，全面覆盖 CNN、RNN 神经网络架构，并支持LSTM、GRU等RNN 变体。通过 RISC-V 指令和硬件通用性设计可扩展支持更多算子，为适配未来不断涌现的 AI 模型预留 充足空间。DPNPU 支持训练后量化（PTQ）技术，提供对称量化、非对称量化、逐层量化和逐通道量 化四种方式。同时支持INT8和 FP16 混合精度量化，在保持模 ...

Group 1 - Zhongmin Resources has completed the construction of a 30,000-ton high-purity lithium salt project, which began trial production on January 2, 2026, with a total investment of 121 million yuan [2] - Shaoyang Hydraulic's acquisition of 100% of Chongqing Xincheng Hangrui Technology has been accepted by the Shenzhen Stock Exchange [3] - Xingqi Eye Medicine received approval for the supplementary application of atropine sulfate eye drops, aimed at delaying myopia progression in children aged 6 to 12 [4] Group 2 - Bailong Oriental expects a net profit of 600 million to 700 million yuan for 2025, representing a year-on-year increase of 46.34% to 70.73% [5] - Magmite's application for a private placement has been approved by the China Securities Regulatory Commission [6] - *ST Aowei's stock may face delisting risk due to a market capitalization below 500 million yuan [7] Group 3 - Changyuan Power plans to invest 572 million yuan in a wind power project in Hubei Province, with a planned capacity of 100 MW [8] - Haizheng Pharmaceutical's shareholder intends to transfer 6.06% of the company's shares [9] - Fusheng Technology has received approval for a share issuance to acquire assets and raise matching funds [10] Group 4 - Tenglong Co. plans to establish a joint venture for a liquid cooling company with an investment of 30 million yuan [11] - *ST Tianshan reported sales of live livestock amounting to 24.6 million yuan in December 2025, with significant year-on-year growth [12] - Hengxin Oriental's controlling shareholder has released a pledge of 0.91% of shares [13] Group 5 - Peking University Pharmaceutical plans to distribute a cash dividend of 1.68 yuan per 10 shares, totaling 100 million yuan [14] - Tianlong Co. intends to acquire a 54.87% stake in Suzhou Haomi Bo for 232 million yuan [15] - Jinggong Technology's first carbon fiber production line has successfully commenced trial production [16] Group 6 - Shanfeng Cement has terminated its investment and asset acquisition plans due to disagreements on asset valuation [17] - Shengyang Co. plans to acquire 51% of Shenzhen Daren High-tech for approximately 74.47 million yuan [18] - Xinxiang Chemical has resumed production of biomass cellulose filament after equipment upgrades [19] Group 7 - Jiuding New Materials plans to invest 246 million yuan in a wind turbine blade production line project [20] - Hunan Baiyin's shareholder has reduced its stake to below 5% [21] - Century Huatong intends to repurchase shares worth 300 million to 600 million yuan [22] Group 8 - Jincai Hulin plans to acquire 51% of Wuxi Sanli for 63.43 million yuan [23] - Jiamei Packaging's stock has experienced abnormal trading fluctuations, but no significant undisclosed information has been found [25] - Guoguang Electric's general manager has resumed duties after the lifting of restrictions [26] Group 9 - Shengxing Co. is planning a private placement for 2025, with no significant changes in its operational situation [27] - *ST Meigu has applied to lift the delisting risk warning after completing its restructuring plan [28] - CATL has repurchased 15.99 million A-shares for a total of 4.386 billion yuan [29] Group 10 - Phoenix Shipping's actual controller has been released from mandatory measures [30] - Guoxin Technology's new neural network processor has successfully passed internal testing [31] - Yanjing Co. plans to acquire control of Ningbo Yongqiang Technology, leading to a stock suspension [32]

证券代码：688262 证券简称：国芯科技 公告编号：2026-001 苏州国芯科技股份有限公司 关于公司研发的神经网络处理器 DPNPU 新 IP 产品内部测 试成功的自愿性披露公告 一、 新产品的基本情况 公司最新研制的神经网络处理器 DPNPU 新 IP 产品面向端侧与边缘计算的 高性能 AI 处理器，它针对人工智能应用中复杂多变的计算任务进行了多方面优 化，致力于在功耗、性能和灵活性之间取得最佳平衡，为各类智能设备提供高效、 可靠且易于扩展的算力支持。 国芯科技 DPNPU 单核支持 0.5～4.8 TOPS 的灵活算力配置，支持算力线性 扩展，可以为不同场景提供定制化的 AI 算力解决方案。国芯科技 DPNPU 采用 符合 RISC-V 指令集架构（RISC-V ISA）标准的创新开放架构，该架构通过将 RISC-V 核心与高性能神经网络加速单元在架构层面进行深度优化设计，并设计 了专用的 TDS（Task Distribution&Synchronization）硬件调度引擎作为核心控制 单元，将网络模型中的算子序列转化为高效的节点化任务流，实现了任务管理、 数据流控制与 AI 专用计算的统一高效 ...

每经AI快讯，1月4日，国芯科技(688262.SH)公告称，公司研发的神经网络处理器DPNPU(Dataflow Parallel NPU)新IP产品于近日在公司内部测试中获得成功。该产品面向端侧与边缘计算的高性能AI处理 器，具有灵活的算力配置和线性扩展能力，采用符合RISC-V指令集架构标准的创新开放架构，内置 90+神经网络算子，支持多种量化方式和混合精度计算。此外，公司还构建了完整的软件生态C*Core NPU Studio，以降低AI应用开发门槛。然而，该产品目前处于市场导入初期，尚未实现客户应用和销 售，存在市场推广与客户开拓不及预期、客户验证失败等风险。 ...

Important Matters - WISCO Development plans to acquire equity in WISCO Mining and Luzhong Mining, resulting in stock suspension [1] - Unisplendour intends to purchase equity or full ownership of Ruineng Semiconductor, leading to stock suspension [1] - Heng Rui Medicine's subsidiary received approval for clinical trials of HRS-6257 tablets, with no similar drugs approved in the domestic market [1] - Longpan Technology's subsidiary is reducing production on some lithium iron phosphate production lines for maintenance, a move echoed by several leading manufacturers in the industry [1] Investment Operations - Guoxin Technology has laid out plans for smart driving MCU chips and is developing a high-performance AI chip with 10,000 DMIPS [1] - Juneyao Airlines plans to purchase 25 Airbus A320 series aircraft for $4.1 billion [1] - Spring Airlines intends to buy 30 Airbus A320neo series aircraft, with a transaction amount not exceeding $4.128 billion [1] - Tsinghua Tongfang is making breakthroughs in the open-source HarmonyOS field for product and commercialization [1] - Guangzhou Port is investing 2.353 billion yuan in the intelligent transformation project of the Nansha Port International General Terminal [1] - International Composite Materials plans to invest 1.693 billion yuan to build a project with an annual production capacity of 36 million meters of high-frequency high-speed electronic fiber cloth [1] - State Power Investment Corporation's subsidiary is co-investing with CATL in the Dadu River Danba Hydropower Station project, with a total investment of 15.273 billion yuan [1] - Haisheng Pharmaceutical's invested company has completed the first subject enrollment in the Phase II clinical trial of the innovative drug NWRD06 injection, targeting a specific liver cancer marker [1] Contracts and Collaborations - Chinalco International signed overseas project contracts worth approximately 14 billion yuan [2] - Tianqi Lithium has completed a strategic cooperation with SQM and Codelco [2] - Roman Co., Ltd.'s subsidiary signed a 156 million yuan computing power service project contract [2] - China Duty Free Group's wholly-owned subsidiary signed a duty-free project contract at Beijing Capital International Airport [2] - Reascend Technology's high-silica fiber has begun commercial cooperation with a well-known international aerospace company for long-term product supply [2] - Macro Micro Technology signed a strategic cooperation agreement with a leading domestic transmission company, focusing on GaN power semiconductor devices [2] Capital Operations - Tianqi Co., Ltd. plans to raise no more than 977 million yuan through a private placement for the development of a robot embodiment intelligence system for the automotive industry [2] - SMIC's registered capital in SMIC Southern will increase to $10.077 billion; it plans to acquire 49% equity in SMIC Northern for 40.6 billion yuan [2] - Changan Automobile intends to raise no more than 6 billion yuan through a private placement [2] Share Buybacks - Kweichow Moutai's controlling shareholder, Moutai Group, has cumulatively increased its stake in the company by 3 billion yuan, completing the buyback plan [3] - AVIC Heavy Machinery has been supplying key forgings to several commercial rocket companies [3] - Huihan Co., Ltd. invested 68.25 million yuan to establish a private equity fund, specifically investing in a commercial aerospace company [3] - Sega Technology plans to increase its investment in optical module company Guangcai Xincheng by 275 million yuan to acquire a 20% stake [3]