Group 1: Market Overview - The global storage chip market is experiencing significant structural changes due to a shortage and price surge, leading major PC manufacturers to raise product prices, with Dell increasing prices across its commercial computer range [1] - The driving force behind this price increase is the shift in AI development from training to application, resulting in a surge in demand for storage chips as they become strategic components in AI infrastructure [1] - Omdia forecasts that semiconductor industry revenue will reach a record high of $216.3 billion by Q3 2025, with a quarter-over-quarter growth of 14.5%, driven by storage chips and AI accelerators [1] Group 2: Industry Insights - Northeast Securities reports that the storage industry has passed its cyclical bottom, benefiting from the real demand explosion driven by AI infrastructure, leading to continuous chip price increases [2] - The demand for materials is expected to rise due to the expansion of domestic storage chip manufacturers [2] - The report from Zhongyou Securities highlights the increasing demand for plating solutions and photoresists in the storage chip sector, driven by advancements in HBM and 3D NAND technologies [2] Group 3: Key Companies in Storage Chip Sector - Zhaoyi Innovation (兆易创新) is a leading storage chip designer with a market share of 18.5% in global NOR Flash and has begun mass production of DDR4 DRAM in collaboration with Hefei Changxin [2] - Lanke Technology (澜起科技) holds over 40% market share in DDR5 memory interface chips and benefits from the increasing penetration of AI servers [2] - Baiwei Storage (佰维存储) specializes in embedded storage and PCIe SSDs, with products suitable for AI PCs and cloud service providers [3] Group 4: Storage Modules and Controllers - Jiangbolong (江波龙) is a leading domestic storage module company with over 100 million self-developed controller chips deployed [4] - Shannon Chip (香农芯创) is a core agent for SK Hynix, entering the Alibaba Cloud supply chain with its enterprise SSDs [4] - Demingli (德明利) focuses on self-developed storage controller chips and has accelerated the domestic replacement of its products [4] Group 5: Packaging and Manufacturing - Changdian Technology (长电科技) is the third-largest packaging and testing company globally, with a 25% market share in storage packaging [6] - SMIC (中芯国际) is a key player in domestic storage chip manufacturing, providing foundry services for NOR Flash and embedded storage chips [6] - Huahong (华虹公司) specializes in unique process storage chip foundry services, supporting production for IoT and automotive electronics [6] Group 6: Upstream Equipment and Materials - Northern Huachuang (北方华创) supplies core equipment for storage chip manufacturing, with growing orders for etching and deposition equipment [7] - Tuojing Technology (拓荆科技) leads in PECVD equipment, facilitating the expansion of storage capacity for major manufacturers [7] - Yake Technology (雅克科技) is a leading supplier of storage chip materials, breaking overseas monopolies and entering the supply chains of major global storage manufacturers [7] Group 7: Supporting Chips and Ecosystem - Jucheng Co. (聚辰股份) holds over 30% market share in DDR5 SPD chips, supporting platforms like NVIDIA H100 [8] - Guoxin Technology (国芯科技) is a leader in RAID storage chips, enhancing data security and performance for enterprise storage systems [8]

近 日 获 悉 ， 华 研 慧 声 （ 苏 州 ） 电 子 科 技 有 限 公 司 获 得 苏 州 国 芯 科 技 股 份 有 限 公 司 （688262.SH）的新一轮战略投资。本次资金将重点用于加速车载主动降噪解决方案规划化 落地，以及推进AI声学算法及应用的研发。围绕多场景、个性化的智能座舱声学需求，构建 以"声学场景"为核心的AI智能声学系统，实现从算法模型到硬件系统的全链路升级。 作为国内领先的系统级车载声学解决方案提供商，华研慧声自成立以来，持续深耕汽车座舱空间声 学主动控制技术，以"3D主动降噪"和"空间沉浸音频"双轮驱动，以"海量数据+定制化算法"产品方 案，打造"无界声"声学品牌，逐步构建商业护城河。早在2022年，华研慧声已获得苏州国芯科技 Pre-A轮战略投资，双方由此开启在智能声学方向的深度协作，共同推动国产高性能车载音频DSP 芯片（CCD5001）研发及量产落地。 过去三年，华研慧声凭借持续的创新投入与扎实的客户服务，为上汽智己、奇瑞汽车、吉利汽车、 一汽集团、小鹏汽车、福特、大众等国内外优质OEM提供数十款车型开发。2024年6月，华研慧声 自主研发的RNC路噪主动降噪技术，作为 ...

Group 1 - Guoxin Technology announced an investment of 30 million RMB in Suzhou Longqing Vision Chip Co., Ltd. during its Pre-A round financing, marking the third investment following angel and angel+ rounds [1] - After this round of financing, Guoxin Technology holds an 8.97% stake in Longqing Vision, becoming the largest external shareholder after the founding team, demonstrating strong confidence in the company's future development [1][3] - Longqing Vision focuses on integrating artificial intelligence with commercial aerospace, aiming to develop low-cost, high-reliability aerospace intelligent chips and system solutions, aligning with global trends in satellite intelligence and real-time space information processing [3] Group 2 - The financing round attracted several notable investors, including Shanghai Lianhe Investment Co., Ltd. and Xu Hui Capital, indicating a successful establishment of a dual-driven development model combining industrial resources and capital empowerment [3] - Longqing Vision is a core supplier for domestic low-orbit satellite constellation operator Yuanxin Satellite, validating its industrial implementation capabilities [3] - Guoxin Technology and Longqing Vision have established a comprehensive strategic partnership, collaborating on the development of a high-performance, low-power general-purpose neural network accelerator based on the RISC-V instruction set [4] Group 3 - The collaboration aims to tackle key technologies for dedicated AI computing power in aerospace and high-end edge computing scenarios, with plans to create energy-efficient AI acceleration chips for personal computing devices and edge applications [4] - This partnership strengthens Guoxin Technology's influence in the RISC-V and AI accelerator technology landscape, while also binding with core innovative enterprises in the industry chain [4] - The development of "space-based intelligent" chips with independent intellectual property rights is seen as a strategic focal point in the competition for technological supremacy among major countries [4]

新京报贝壳财经讯 12月14日，据国芯科技官方公众号消息，近日，国芯科技以3000万元参与苏州龙擎 视芯集成电路有限公司（简称"龙擎视芯"）Pre-A轮融资。这是继天使轮、天使+轮后，国芯科技第三次 增资龙擎视芯。本轮融资完成后，国芯科技合计持有龙擎视芯8.97%的股权，成为龙擎视芯除团队外的 外部第一大股东。龙擎视芯是一家专注于"人工智能+商业航天"深度融合的高科技企业。目前，国芯科 技和龙擎视芯已建立全面合作关系，双方目前正在联合研发高性能、低功耗的基于RISC-V通用神经网 络加速器（RISC-V GPNPU），并以RISC-V GPNPU为基础共同打造PC和边缘侧AI加速芯片。 ...

每经AI快讯，12月14日，据苏州国芯科技官微消息，近日，国芯科技以3000万元参与苏州龙擎视芯集 成电路有限公司Pre-A轮融资。这是继天使轮、天使+轮后，国芯科技第三次增资龙擎视芯。本轮融资完 成后，国芯科技合计持有龙擎视芯8.97%的股权，成为龙擎视芯除团队外的外部第一大股东。龙擎视芯 是一家专注于"人工智能+商业航天"深度融合的高科技企业。国芯科技和龙擎视芯已建立全面合作关 系，双方目前正在联合研发高性能、低功耗的基于RISC-V通用神经网络加速器(RISC-V GPNPU)，并以 RISC-V GPNPU为基础共同打造PC和边缘侧AI加速芯片。 ...

Mergers and Acquisitions - China Metallurgical Group Corporation plans to sell assets worth 60.676 billion yuan to Minmetals Land and China Minmetals [1] - Shengda Resources intends to acquire 60% stake in Jinshi Mining for 500 million yuan [1] - Honghua Digital Science plans to acquire 49% stake in Shandong Yingkejie for 105 million yuan [1] - Weidi Co., Ltd. is set to acquire controlling stake in Jiangsu Jiuxing Precision Technology [1] Shareholding Changes - PIANO's controlling shareholder is planning a change in control, leading to stock suspension [1] - Tai Long Pharmaceutical's controlling shareholder will change to Jiangyao Holdings, with stock resuming trading [1] - ST Yishite's control will shift to Jingzhou State-owned Assets Supervision and Administration Commission [1] Buybacks and Reductions - Midea Group has completed its share buyback plan with a total amount reaching 10 billion yuan [1] - Helen Zhe plans to repurchase shares worth between 50 million to 100 million yuan [1] - Several companies, including Zhongfu Circuit and Keri International, are planning to reduce their shareholdings by up to 3% [1] Operational Data - Zhongtong Bus reported a sales volume of 1,133 units in November, marking a year-on-year increase of 39.53% [1] - Keming Foods' subsidiary saw a 110.77% year-on-year increase in pig sales revenue in November [2] - Yisheng Co., Ltd. reported a 28.43% decrease in sales revenue from white feather broiler chicks in November, totaling 215 million yuan [2] Major Investments - Cambridge Technology plans to invest 100 million USD in CIG USA to expand high-speed optical module production capacity in North America and Southeast Asia [2] - Zhejiang Rongtai intends to invest approximately 545 million yuan in Thailand for the production of 14,000 tons of mica paper and other products [2] - China Ocean Shipping Company plans to invest 258 million yuan in Shenshan Port Investment Company [2]

Group 1 - Cambridge Technology plans to invest 400 million yuan to establish a fund focused on optical devices and chips, aiming to invest in early-stage and growth-stage companies in the hard technology sector [1] - Tunnel Corporation's consortium won a bid for a highway project in Henan with a total investment of 6.49 billion yuan, using a BOT model for a 33.25-year cooperation period [2] - Hongrun Construction won a bid for a project worth 230 million yuan, which represents 3.88% of the company's projected revenue for 2024 [3] Group 2 - Tongrentang's product, Canling Baizhu Powder, received product registration approval from Health Canada, aimed at treating symptoms related to spleen and stomach weakness [4] - Hunan Baiyin announced a scheduled annual maintenance from December 9, 2025, to January 5, 2026, for equipment and facilities [5] - Changchun Gaoxin's subsidiary had two drugs included in the national medical insurance catalog for 2025 [6] Group 3 - Dongfang Securities' chairman resigned due to work relocation [7] - Xuantai Pharmaceutical's product, Sitagliptin Metformin Sustained-Release Tablets, was renewed for inclusion in the national medical insurance catalog [8] - ST Weihai was pre-selected for a smart agriculture EPC project with a bid of 652 million yuan, accounting for 26.27% of the company's projected revenue for 2024 [9] Group 4 - Guoxin Technology successfully tested an anti-quantum password financial POS chip, supporting both traditional and quantum-resistant algorithms [10] - Huaren Health's subsidiary received acceptance for a drug registration application for Lactulose Oral Solution, a common laxative [11] - Ankai Bus reported a 57.71% year-on-year increase in sales for the first 11 months of the year [12] Group 5 - Zhongyan Dadi's subsidiary won a bid for a project worth 73.86 million yuan [13] - Zhejiang Rongtai plans to invest 77 million USD in a factory in Thailand, focusing on mica paper and robot components production [14] - Optoelectronics plans to use up to 450 million yuan of idle funds for cash management [15] Group 6 - Tianyu Biological reported a 45.15% year-on-year decline in sales revenue from pig sales in November [16] - Daqin Railway's cargo transport volume increased by 1.75% year-on-year in November [17] - Yabo Co. won a bid for a heavy truck charging station project worth 3.616 million yuan [18] Group 7 - Hongri Pharmaceutical's product continues to be included in the national medical insurance catalog [19] - Jinggong Steel Structure signed a contract for steel structure installation worth approximately 470 million yuan for an overseas project [20] - Xizang Pharmaceutical's product, Xinhuasuan, continues to be included in the national medical insurance catalog [21] Group 8 - Guangdong Electric Power A announced the successful commissioning of a 1000MW unit at the Maoming Boge Power Plant [22] - Fuan Pharmaceutical's product, Palivizumab Injection, was newly included in the national medical insurance catalog [23] - Lizhu Group reported that 194 products were included in the 2025 national medical insurance catalog [24] Group 9 - Haisan Pharmaceutical's injection of Lantanol was included in the national medical insurance catalog [25] - Zhongtong Bus reported a 39.53% year-on-year increase in sales volume in November [26] - Shaanxi Coal Industry reported a 6.03% year-on-year increase in coal production in November [27] Group 10 - Haooubo's subsidiary received a medical device registration certificate for an IgG4 testing kit [28] - Yaopi Glass plans to invest 690 million yuan in new automotive glass production lines [30] - Huadian International completed the issuance of 2 billion yuan in medium-term notes [31] Group 11 - Zhongzai Zihuan's subsidiary won a bid for a green recycling project worth 205 million yuan [32] - Dabeinong reported a 25.26% year-on-year decline in sales revenue from pig sales in November [33] - Xiangjia Co. reported a 3.77% year-on-year increase in live poultry sales revenue in November [34] Group 12 - Huanxu Electronics reported a consolidated revenue of 5.198 billion yuan in November, a decrease of 3.34% year-on-year [35] - Aonong Biological reported a 72.21% year-on-year increase in pig sales volume in November [36] - Samsung Medical's subsidiary was pre-selected for a procurement project worth approximately 108 million yuan [37]

Core Viewpoint - The company has successfully tested a new quantum-resistant financial POS chip, CUni360SQ-ZX, in collaboration with Zhongyun Xinan Technology Co., Ltd. Group 1: Product Development - The CUni360SQ-ZX chip is developed using a domestic 40nm process and features a self-designed low-power CPU core [2] - The chip's typical operating power consumption is as low as 150mW, with static low power consumption around 0.16mW [2] - It integrates various cryptographic engines, including quantum-resistant algorithms, public key algorithms, symmetric key algorithms, and hashing algorithms [2] Group 2: Security Features - The chip supports NIST quantum-resistant algorithms such as ML-KEM for key encapsulation and ML-DSA for signatures [2] - It includes a true random number generator and multiple security detection features, including voltage, temperature, frequency, power glitch, light detection, and metal shielding [2] - The PCI module within the chip supports eight tamper-proof interfaces, configurable for dynamic or static detection modes [2] Group 3: Applications and Market Potential - The CUni360SQ-ZX chip is designed for low power consumption, high security, and high expandability, making it suitable for financial POS and IoT terminal security applications [2]

Core Viewpoint - The company has successfully tested a new quantum-resistant financial POS chip, CUni360SQ-ZX, in collaboration with Zhongyun Xinan Technology Co., Ltd. [1] Group 1: Product Development - The CUni360SQ-ZX chip is developed using a domestic 40nm process and features a low-power design with a typical operating power consumption of 150mW and static low power consumption of 0.16mW [2] - The chip integrates various cryptographic engines, including quantum-resistant algorithms, public key algorithms, symmetric key algorithms, and hashing algorithms [2] - The quantum-resistant algorithm engine supports NIST standards, including the ML-KEM algorithm for key encapsulation and the ML-DSA algorithm for signatures [2] Group 2: Security Features - The chip includes a true random number generator and multiple security protection designs such as voltage detection, temperature detection, frequency detection, power glitch detection, light detection, and a metal protective net [2] - It supports various interfaces, including a crystal-less USB interface, SSI/SPI, UART, ISO7816, and I2C [2] - The integrated PCI module supports eight anti-tamper interfaces, configurable for dynamic or static detection modes [2] Group 3: Application and Market Potential - The CUni360SQ-ZX chip is characterized by low power consumption, high security, and high expandability, making it suitable for applications in financial POS systems and IoT terminal security [2]

证券代码：688262 证券简称：国芯科技 公告编号：2025-078 苏州国芯科技股份有限公司 公司与中云信安合作的抗量子密码金融POS机芯片CUni360SQ-ZX是基于国产 40nm工艺制程进行研发，采用公司自主CPU内核设计的一款低功耗抗量子密码金 融POS机芯片。该芯片的典型工作功耗和静态低功耗可分别低至150mW和0.16mW 左右，芯片内集成了抗量子密码算法、公钥密码算法、对称密码算法和杂凑密码 算法等引擎。抗量子密码算法引擎支持NIST抗量子密码算法标准中基于格原理的 用于密钥封装的ML-KEM算法以及用于签名的ML-DSA算法。公钥密码算法引擎支持 RSA/SM2/ECC等传统的公钥密码算法。对称密码算法引擎支持DES/AES/SM4/SM1 等算法。杂凑密码算法引擎支持SHA2/SHA3/SM3等算法。芯片内置真随机数发生 器，并具有电压检测、温度检测、频率检测、电源毛刺检测、光检测和金属防护 网等多种安全防护设计。芯片支持免晶振USB接口、SSI/SPI接口以及UART、 ISO7816、I2C等必要的外设接口。片内集成的PCI模块支持8路防拆接口，可配置 为动态或静态检测模式。芯片具备 ...