Group 1 - The core viewpoint of the news is that Guoxin Technology's stock has shown a significant increase in price and trading volume, indicating positive market sentiment despite some net outflow of funds [1][2] - As of January 9, Guoxin Technology's stock price rose by 10.64% year-to-date, with a market capitalization of 11.283 billion yuan [1] - The company specializes in providing IP licensing, chip customization services, and self-developed chip products, primarily serving critical sectors such as information security, automotive electronics, and industrial control [1] Group 2 - Guoxin Technology operates in the semiconductor industry, specifically in digital chip design, and is associated with concepts like edge AI, neural networks, and automotive chips [2] - 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 shareholders of -127 million yuan, a slight decrease of 0.03% [2] - The company has distributed a total of 120 million yuan in dividends since its A-share listing, with 59.999 million yuan distributed over the past three years [3]

Group 1 - The core supplier of a leading global data communication company is expected to see a net profit increase of 150%-170% last year, leading to a stock price rise of 3.15% on January 5 and 3.58% on January 7 for Guangku Technology (300620), reaching a near 10-day high [1] - Guoxin Technology (688262) experienced a stock price increase of 7.18% on January 5 and 1.92% on January 7, reaching a near 2-month high, driven by the adoption and sales revenue of its quantum security products by leading enterprises [1] - Times New Material (600458) signed wind turbine blade sales contracts worth approximately 3.32 billion yuan in the fourth quarter of last year, resulting in a stock price increase of 4.11% on January 7 [1] Group 2 - A company involved in domestic chips, TWS headphones, AI glasses, and smart wearables anticipates a net profit increase of over 3.5 times by 2025 due to successful early investments in Moer Thread and Muxi Co. [1] - A company specializing in aerospace, national defense, military industry, metamaterials, drones, and humanoid robots has received widespread recognition for its metamaterial technology in the aerospace sector, achieving large-scale applications in new generation aerospace equipment [1] - A company producing ceramic capacitive pressure sensors is targeting applications in aerospace engines, integrating robotics, artificial intelligence, energy storage, and chip research and development [1]

据国芯科技消息，近日，国芯科技与厦门算能科技股份有限公司（简称"算能"）达成战略合作。双方将 充分发挥各自在RISC-V领域的专长，在技术平台打造、标杆产品设计、共同市场开拓方面精诚合作， 协力推动RISC-V AI产业发展和生态繁荣。 ...

苏州国芯科技股份有限公司（以下简称"公司"）于 2026 年 1 月 6 日召开第 三届董事会审计委员会第五次会议、第三届董事会第六次会议，审议通过了《关 于使用闲置自有资金进行现金管理的议案》，公司董事会及审计委员会均同意在 不影响公司主营业务的正常开展并确保公司经营资金需求的前提下，使用最高不 超过人民币 65,000 万元（含本数）的闲置自有资金进行现金管理，适时购买商 业银行、证券公司、基金公司、保险公司等金融机构发行的流动性好、风险可控 的中、低风险理财产品。使用期限自董事会审议通过之日起 12 个月内有效，在 上述额度及期限内，资金可循环滚动使用。公司授权公司管理层在上述购买理财 产品额度和时间范围内决定具体的理财事宜、签署与购买理财产品有关的合同、 协议等各项法律文件，并办理相关手续，具体事项由公司财务部负责组织实施。 特别风险提示 证券代码：688262 证券简称：国芯科技 公告编号：2026-003 苏州国芯科技股份有限公司 关于使用闲置自有资金进行现金管理的公告 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、准确性和完整性承担法律责任 ...

证券代码：688262 证券简称：国芯科技 公告编号：2026-002 在不影响公司主营业务的正常开展并确保公司经营资金需求的前提下，董事 会同意公司使用最高不超过人民币 65,000 万元（含本数）的闲置自有资金进行 现金管理，适时购买商业银行、证券公司、基金公司、保险公司等金融机构发行 的流动性好、风险可控的中、低风险理财产品。使用期限自董事会审议通过之日 起 12 个月内有效，在上述额度及期限内，资金可循环滚动使用。 本议案已经公司第三届董事会审计委员会第五次会议审议通过。 具体内容详见公司同日刊登于《中国证券报》《上海证券报》《证券日报》《证 券时报》以及上海证券交易所网站（www.sse.com.cn）上披露的《关于使用闲置 自有资金进行现金管理的公告》。 苏州国芯科技股份有限公司 第三届董事会第六次会议决议公告 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。 一、董事会会议召开情况 苏州国芯科技股份有限公司（以下简称"公司"）第三届董事会第六次会议 （以下简称"本次会议"或"会议"）于 2026 年 1 月 6 ...

苏州国芯科技股份有限公司 第三届董事会审计委员会第五次会议决议 一、董事会审计委员会会议召开情况 苏州国芯科技股份有限公司（以下简称"公司"）第三届董事会审计委员会 第五次会议（以下简称"本次会议"或"会议"）于 2026 年 1 月 6 日 9：00 在 苏州市高新区汾湖路 99 号狮山总部经济中心 1 号楼 17 层会议室举行。本次会议 的通知于 2025 年 12 月 30 日通过电子邮件及电话等方式送达全体审计委员会委 员。本次会议采用现场表决结合通讯表决的方式召开，会议应出席委员 3 名，实 际出席委员 3 名，会议由权小锋先生召集并主持。本次会议的召集和召开程序符 合《中华人民共和国公司法》等法律法规、部门规章、规范性文件和《苏州国芯 科技股份有限公司章程》《董事会审计委员会工作制度》等相关规定的要求。 二、董事会审计委员会会议审议情况 经与会委员审议，本次会议审议通过如下议案： 1 （一）以 3 票同意、0 票反对、0 票弃权的表决结果审议通过《关于使用闲 置自有资金进行现金管理的议案》 经审查，我们认为在不影响公司主营业务的正常开展并确保公司经营资金需 求的前提下，同意公司使用最高不超过人民币 ...

功能覆盖方面，DPNPU内置90余种神经网络算子，全面兼容CNN、RNN等主流神经网络架构，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新型算子，适配未来AI 模型发展需求。量化技术上，该产品支持训练后量化（PTQ）的四种主流方式，同时兼容INT8和FP16 混合精度量化，在保持模型精度的前提下，大幅降低计算资源与存储空间占用。此外，产品集成自研 PCD（Parameter Compression & Decompression）模块，通过参数压缩与硬件自动解压缩技术，有效缓 解数据吞吐瓶颈，提升系统整体性能。 为降低AI应用开发门槛，国芯科技围绕DPNPU构建了完整的软件生态——C*Core NPU Studio，涵盖工 具套件、驱动和运行时软件三大核心组成。其中，工具套件提供模型转换、预处理、量化、编译、仿真 等端到端模型部署能力；运行时软件包含推理框架软件和扩展软算子库；驱动则适配RISC-V等主流 CPU平台，支持Linux/RTOS/Bare-metal等多种应用环境，可显著缩短AI应用从开发到部署的周期，提升 落地效率。 公告指出，当前人工智能技术正加速 ...

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]