格隆汇11月10日丨国芯科技(688262.SH)在投资者互动平台表示，目前，公司基于先进工艺开展HBM （高带宽内存）接口IP技术的流片验证工作前期已经完成并实现对客户交付，公司目前没有计划发展 HBM（高带宽内存）IP授权业务。 ...

Group 1 - On November 6, Guoxin Technology's stock rose by 3.89%, with a trading volume of 460 million yuan [1] - The financing data shows that on the same day, Guoxin Technology had a financing purchase amount of 54.22 million yuan and a net financing purchase of 5.22 million yuan, with a total financing and securities balance of 403 million yuan [1] - The current financing balance of Guoxin Technology is 402 million yuan, accounting for 3.80% of its circulating market value, which is above the 80th percentile level over the past year, indicating a high level [1] Group 2 - Guoxin Technology, established on June 25, 2001, is located in Suzhou, Jiangsu Province, and was listed on January 6, 2022 [2] - The company's main business includes providing IP licensing, chip customization services, and self-developed chips and modules, with key applications in information security, automotive electronics, and industrial control [2] - As of September 30, Guoxin Technology reported a revenue of 259 million yuan for the first nine months of 2025, 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% year-on-year [2] Group 3 - Guoxin Technology has distributed a total of 120 million yuan in dividends since its A-share listing, with 59.99 million yuan distributed over the past three years [3]

Core Insights - The latest investment direction of the "National Big Fund" has emerged, with 30 A-share listed companies having the fund as a significant shareholder [1] Group 1: Investment Holdings - The "National Big Fund" has significant holdings in companies such as Northern Huachuang, Hushi Silicon Industry, and Tuojing Technology, among others [1] - The fund's investments are primarily in the semiconductor and integrated circuit sectors, reflecting a strategic focus on these industries [1] Group 2: Company Performance - Northern Huachuang reported a Q3 revenue of 11.16 billion yuan, a year-on-year increase of 38.31%, with a net profit of 1.92 billion yuan, up 14.60% [3] - Hushi Silicon Industry achieved a Q3 revenue of 944 million yuan, a 3.79% increase, but reported a net loss of 265 million yuan [4] - Tuojing Technology saw a significant Q3 revenue increase of 124.15% to 2.27 billion yuan, with a net profit of 462 million yuan, up 225.07% [5]

Core Viewpoint - Guoxin Technology is a leading provider of domestically produced, self-controlled embedded CPU technology and products in China, focusing on key areas such as information security, automotive electronics, and industrial control [1] Group 1: Company Overview - Guoxin Technology was established on June 25, 2001, and was listed on the Shanghai Stock Exchange on January 6, 2022, with its registered and office address in Suzhou, Jiangsu Province [1] - The company offers IP licensing, chip customization services, and self-developed chip and module products, aiming to meet national strategic needs and market demands [1] Group 2: Financial Performance - In Q3 2025, Guoxin Technology reported revenue of 259 million, ranking 47th among 48 companies in the industry, while the industry leader, OmniVision, reported revenue of 21.783 billion [2] - The company incurred a net loss of 127 million in the same period, ranking 44th in net profit, with the industry average net profit being 348 million [2] Group 3: Financial Ratios - As of Q3 2025, Guoxin Technology's debt-to-asset ratio was 36.48%, higher than the previous year's 29.38% and above the industry average of 24.46% [3] - The gross profit margin for Q3 2025 was 38.63%, significantly up from 18.51% year-on-year and above the industry average of 36.52% [3] Group 4: Executive Compensation - The chairman, Zheng Zhai, received a salary of 1.8047 million in 2024, an increase of 25,600 from 2023 [4] - The general manager, Xiao Zuonan, earned 1.4188 million in 2024, up by 17,100 from the previous year [4] Group 5: Shareholder Information and Business Highlights - As of September 30, 2025, the number of A-share shareholders decreased by 3.43% to 25,700, while the average number of circulating A-shares held per household increased by 31.62% to 13,100 [5] - Key business highlights include a 71.38% year-on-year growth in automotive electronics revenue, the development of a high-performance automotive MCU chip, and a 39.15% increase in custom chip service revenue [5]

Core Viewpoint - GuoDun Quantum experienced a 20% limit-up in stock price, indicating strong market interest and potential investor confidence in the company [1] Company Performance - GuoDun Quantum's stock surged by 20%, reflecting positive market sentiment [1] - Other companies such as Fujida, Hexin Instruments, Zhejiang Oriental, and Shenzhou Information also reached their limit-up, suggesting a broader trend in the sector [1] - Companies like Weide Information, Keda Guochuang, Puyuan Precision Electronics, and Guoxin Technology followed suit with price increases, indicating a potential rally in the industry [1]

Group 1: Quantum Technology Stocks Performance - Quantum technology stocks in the A-share market have collectively strengthened, with notable gains including Fujitsu's stock hitting the daily limit up by 30%, GuoDun Quantum rising over 18%, and KeDa GuoChuang increasing by over 11% [1] - Specific stock performances include: - Fujitsu (code: 920640) up 29.99% with a market cap of 8.226 billion - GuoDun Quantum (code: 688027) up 18.10% with a market cap of 62.1 billion - KeDa GuoChuang (code: 300520) up 11.99% with a market cap of 1.37 billion [1] Group 2: Future Market Predictions - The global quantum technology market is projected to exceed 6.1 billion USD by 2025, with China's market expected to reach 11.56 billion RMB, reflecting a compound annual growth rate of over 30% over five years [2] - Quantum computing is recognized as one of the most disruptive frontier technologies, currently in the early stages of technical breakthroughs, with potential substantial progress expected in the next 5 to 10 years [2] - China is leading in the QKD quantum security field, having established a relatively complete quantum secure communication industry chain centered around QKD technology [2]

Core Viewpoint - The company, Suzhou Guoxin Technology Co., Ltd., has released its third-quarter report for 2025, highlighting significant changes in revenue and operational performance, particularly in the custom chip and automotive electronics sectors [5][9]. Financial Performance - The company reported a notable decline in revenue from its custom chip services for the period from January to September 2025, while its self-developed chips and modules generated revenue of 158.48 million yuan, representing a year-on-year increase of 40.58% [5]. - Revenue from automotive electronic chips reached 79.98 million yuan, marking a substantial year-on-year growth of 73.52%, with cumulative shipments exceeding 20 million units as of September 30, 2025 [5]. Board Meeting and Governance - The third board meeting of the company was held on October 27, 2025, where the board unanimously approved the third-quarter report, ensuring compliance with relevant laws and internal regulations [9][10]. - The board members confirmed the authenticity and completeness of the financial report, taking legal responsibility for its content [9][10]. Investor Communication - The company plans to hold an investor performance briefing on November 14, 2025, to discuss the third-quarter results and address investor inquiries [14][16]. - Investors can submit questions in advance through the Shanghai Stock Exchange's online platform or via the company's email [17].

Core Insights - Guoxin Technology (688262.SH) reported a significant decline in revenue and an increase in net loss for the third quarter of 2025 compared to the previous year [1] Financial Performance - The total operating revenue for the first three quarters of 2025 was 259 million yuan, representing a year-on-year decrease of 44.92% [1] - The net profit attributable to shareholders of the parent company was -127 million yuan, which is a deterioration of 33,100 yuan compared to the same period last year [1] - The basic earnings per share stood at -0.39 yuan [1]

证券代码：688262 证券简称：国芯科技 公告编号：2025-075 苏州国芯科技股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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。 重要内容提示： （一）会议召开时间：2025 年 11 月 14 日（星期五）13:00-14:00 （ 二 ） 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （http://roadshow.sseinfo.com/） 会议召开时间：2025 年 11 月 14 日(星期五)13:00-14:00 会 议 召 开 地 点 ： 上 海 证 券 交 易 所 上 证 路 演 中 心 （ 网 址 ： http://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 投资者可于 2025 年 11 月 07 日(星期五)至 11 月 13 日(星期四)16:00 前登录 上 证 路 演 中 心 网 站 首 页 点 击 " 提 问 预 征 集 " 栏 目 或 通 过 公 司 邮 ...

证券代码：688262 证券简称：国芯科技 公告编号：2025-074 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《2025 年第三 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"）第三届董事会第五次会议 （以下简称"本次会议"或"会议"）于 2025 年 10 月 27 日 10：00 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 10 月 21 日通过电子邮件及电话等方式送达全体董事。本次会议采用现 场表决结合通讯表决的方式召开，会议应出席董事 7 名，实际出席董事 7 名，会 议由公司董事长郑茳先生召集并主持。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》（以下简称"《公司章程》"）等相关规定的要求。 二、董事会 ...