Core Viewpoint - The company Guoxin Technology (688262) has disclosed its performance forecast for 2025, expecting a revenue of 532 million yuan, a year-on-year decrease of 7.4%, and a net loss of 238 million yuan, compared to a loss of 181 million yuan in the same period last year [2][6]. Group 1: Revenue and Profit Forecast - The company anticipates a revenue of 532 million yuan for 2025, which represents a decrease of 42.5 million yuan compared to 2024, equating to a 7.4% year-on-year decline [6]. - The expected net loss for 2025 is 238 million yuan, worsening from a loss of 181 million yuan in the previous year [2]. - The expected net profit excluding non-recurring items is a loss of 281 million yuan, compared to a loss of 224 million yuan in the same period last year [2]. Group 2: Business Segment Performance - The company's revenue from its core business segments includes 195 million yuan from information security and innovation, a year-on-year increase of 39.38% [6]. - Revenue from automotive electronic chips and industrial control chips is expected to reach 166 million yuan, reflecting a significant year-on-year growth of 78.65% [6]. - The automotive electronic chip business is projected to ship over 13 million units in 2025, with cumulative shipments exceeding 25 million units by the end of the year, generating an expected revenue of 126 million yuan, up 82.32% year-on-year [6]. - Revenue from artificial intelligence and advanced computing is expected to be 169 million yuan, but this represents a decline of 50.24% year-on-year due to supply chain disruptions [6]. Group 3: Cost and Expense Analysis - Research and development expenses are projected to increase by 13.6 million yuan, a year-on-year growth of 4.22%, primarily due to the implementation of a restricted stock incentive plan [7]. - Management expenses are expected to rise by 13.3 million yuan, a 26.87% increase year-on-year, attributed to depreciation costs of the company's R&D building and the stock incentive plan [7]. - Government subsidies and other income are anticipated to grow by 7.9 million yuan, a 51.59% increase compared to the previous year [7]. - Investment income is expected to decrease by 9.5 million yuan, a 62.50% decline year-on-year [7]. Group 4: Asset Impairment and Valuation Metrics - The company expects a decrease in inventory impairment losses by 17.4 million yuan, a reduction of 80.78% year-on-year [8]. - As of January 22, the company's price-to-earnings ratio (TTM) is approximately -52.64, with a price-to-book ratio (LF) of about 6.07 and a price-to-sales ratio (TTM) of approximately 23.52 [2][8].

Core Viewpoint - Guoxin Technology (688262.SH) anticipates a net loss of 238 million yuan for the year 2025, representing an increase in losses of 56.97 million yuan compared to the previous year [1] Financial Performance - The company expects to achieve an operating revenue of 532 million yuan in 2025, a decrease of 42.52 million yuan or 7.40% compared to 2024 [2] - Due to the revenue decline, gross profit is projected to decrease by 20.17 million yuan, a year-on-year reduction of 14.52% [2] Business Segment Analysis - Revenue from the company's information technology innovation and information security business, including self-developed chips and modules, custom chip services, and IP licensing, is expected to reach 195.39 million yuan, an increase of 39.38% year-on-year [2] - The automotive electronics chip and industrial control chip business is projected to generate revenue of 166.79 million yuan, reflecting a significant growth of 78.65% year-on-year, with expected shipments of over 13 million automotive electronic chips in 2025 [2] - Cumulative shipments of automotive electronic chips are anticipated to exceed 25 million by December 31, 2025, with expected revenue from self-developed automotive electronic chips reaching 126.50 million yuan, an increase of 82.32% year-on-year [2] - Revenue from artificial intelligence and advanced computing business is expected to be 169.50 million yuan, primarily from custom chip services, showing a decline of 50.24% year-on-year due to supply chain disruptions affecting customer deliveries [2] - The supply chain for this business segment is expected to return to normal by the end of August 2025, and the company is actively pursuing developments in this area [2]

格隆汇1月22日丨国芯科技(688262.SH)公布，公司财务部门初步测算，公司预计2025年度实现营业收入 53,168.37万元，与2024年度（法定披露数据）相比减少4,251.82万元，同比减少7.40%。经财务部门初 步测算，公司预计2025年年度实现归属于母公司所有者的净利润为-23,755.56万元，与上年同期（法定 披露数据）相比，亏损增加5,696.56万元。经财务部门初步测算，公司预计2025年年度实现归属于母公 司所有者扣除非经常性损益后的净利润为-28,128.68万元，与上年同期（法定披露数据）相比，亏损增 加5,727.50万元。 ...

Core Viewpoint - Guoxin Technology (688262.SH) anticipates a net loss of 238 million yuan for the year 2025, which represents an increase in losses of 56.97 million yuan compared to the previous year [1] Financial Performance - The company expects to achieve an operating revenue of 532 million yuan in 2025, a decrease of 42.52 million yuan or 7.40% compared to 2024 [2] - Due to the revenue decline, gross profit is projected to decrease by 20.17 million yuan, reflecting a year-on-year decline of 14.52% [2] Business Segment Analysis - The revenue from the company's information technology innovation and information security business, which includes self-developed chips and modules, custom chip services, and IP licensing, is expected to reach 195.39 million yuan, marking a year-on-year increase of 39.38% [2] - Revenue from automotive electronic chips and industrial control chips is projected to be 166.79 million yuan, showing a significant year-on-year growth of 78.65% [2] - The automotive electronic chip business is expected to see substantial market progress, with anticipated shipments exceeding 13 million units in 2025, and cumulative shipments surpassing 25 million units by December 31, 2025, leading to an expected revenue of 126.50 million yuan, an increase of 82.32% year-on-year [2] - Revenue from artificial intelligence and advanced computing business is projected to be 169.50 million yuan, primarily from custom chip services, which is a decrease of 50.24% year-on-year due to supply chain disruptions affecting customer deliveries [2] - The supply chain for the artificial intelligence and advanced computing business is expected to return to normal by the end of August 2025, with active developments ongoing [2]

证券代码：688262 证券简称：国芯科技 公告编号：2026-005 苏州国芯科技股份有限公司 2025 年年度业绩预告 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。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 12 月 31 日。 （二）业绩预告情况 2024 年，公司实现营业收入 57,420.18 万元，利润总额为-26,630.80 万元， 归属于母公司所有者的净利润-18,059.00 万元，归属于母公司所有者的扣除非经 常性损益的净利润-22,401.18 万元，每股收益为-0.55 元/股。 三、本期业绩变化的主要原因 （一）主营业务影响 经财务部门初步测算，公司预计 2025 年度实现营业收入 53,168.37 万元，与 2024 年度相比减少 4,251.82 万元，同比减少 7.40%，由于收入减少，毛利相应减 少 2,017.18 万元，同比减少 14.52%。主要原因是 2025 年 1-8 月公司定制量产芯 1 （1）经苏州国芯科技股份有限公司（以 ...

Core Viewpoint - Guoxin Technology announced an expected revenue of 531.68 million yuan for the fiscal year 2025, representing a year-on-year decrease of 7.40% [1] - The net profit attributable to the parent company is projected to be -237.56 million yuan, with losses increasing by 56.97 million yuan [1] - The net profit after deducting non-recurring gains and losses is expected to be -281.29 million yuan, with losses increasing by 57.28 million yuan [1] Revenue and Profit Analysis - The decline in revenue is primarily attributed to delays in the delivery of customized mass-produced chips due to external factors, leading to a revenue drop [1] - Increased research and management expenses have also contributed to the worsening financial performance [1] Growth Areas - Despite the overall decline, revenue from the information innovation and security, automotive electronic chips, and industrial control chips segments has shown year-on-year growth [1]

人民财讯1月22日电，国芯科技(688262)1月22日公告，公司预计2025年度实现归属于母公司所有者的净 利润为亏损2.38亿元，与上年同期(法定披露数据)相比，亏损增加5696.56万元。2025年1—8月公司定制 量产芯片业务受外部因素变化的影响，生产周期加长造成客户交付推迟和延后，引起全年度定制芯片业 务收入下滑。 ...

Group 1 - The A-share market saw a strong performance in storage chip concept stocks, with notable gains from companies such as Yingfangwei and Yiyaton, both reaching the daily limit up, and Guanghe Technology rising by 7% [1] - Major US storage companies, including Micron Technology, Western Digital, Seagate Technology, and SanDisk, reached historical highs in the overnight market [1] - Major storage manufacturers, including Winbond and Nanya Technology, have signed long-term supply agreements (LTA) that typically lock in volume without locking in prices, extending the duration from one year to at least two years, with some clients discussing frameworks for cooperation extending close to 2030 [1] Group 2 - Yingfangwei (000670) increased by 10.05% with a total market value of 8.692 billion and a year-to-date increase of 39.43% [2] - Yiyaton (002183) rose by 10.02% with a total market value of 14.5 billion and a year-to-date increase of 17.65% [2] - Guanghe Technology (001389) saw a rise of 7.09% with a total market value of 43.5 billion and a year-to-date increase of 25.30% [2] - Other notable companies include Lankai Technology (688008) with a 6.86% increase and a market value of 196 billion, and Zhongjing Electronics (002579) with a 6.13% increase and a market value of 7.952 billion [2] - The overall trend indicates a positive outlook for the storage chip sector, with expectations of price increases for storage products in the first and second quarters of 2026 as stated by Baiwei Storage [1]

Core Viewpoint - The semiconductor sector experienced a significant rally on January 21, with multiple companies showing substantial gains in their stock prices [1]. Group 1: Stock Performance - Jianghua Microelectronics (江化微) achieved a stock price of 25.92, with a rise of 10.02% [2] - Yingfang Microelectronics (盈方微) reached a price of 9.35, increasing by 10.00% [2] - Haiguang Information (海光信息) saw its stock rise to 277.50, marking a 9.16% increase [2] - Jiewate (杰华特) recorded a price of 50.41, up by 8.29% [2] - Guoxin Technology (国芯科技) reached 37.38, with a gain of 7.23% [2] - Zhongwei Microelectronics (中微未导) increased to 44.27, reflecting a 7.06% rise [2] - Juchen Co., Ltd. (聚辰股份) saw its stock at 171.72, up by 6.00% [2] - Jingdian Co., Ltd. (景电股份) reached 226.88, with a 5.20% increase [2] - Hualing Co., Ltd. (华岭股份) recorded a price of 24.45, up by 4.89% [2]

Group 1 - The core viewpoint of the news is that Guoxin Technology's stock has experienced fluctuations, with a recent decline of 2.01% and a total market value of 10.51 billion yuan [1] - As of January 15, Guoxin Technology's stock price is 31.28 yuan per share, with a trading volume of 200 million yuan and a turnover rate of 1.88% [1] - The company has seen a year-to-date stock price increase of 3.06%, but a decline of 4.69% over the last five trading days [1] Group 2 - Guoxin Technology is engaged in providing IP licensing, chip customization services, and self-developed chips and modules, primarily in the fields of 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 0.70% from IP licensing [1] - As of September 30, the number of shareholders for Guoxin Technology is 25,700, a decrease of 3.43% from the previous period [2] Group 3 - For the period from January to September 2025, Guoxin Technology reported a revenue of 259 million yuan, a year-on-year decrease of 44.92%, and a net profit attributable to the parent company of -127 million yuan, a decrease of 0.03% [2] - 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]