证券代码：688416 证券简称：恒烁股份 公告编号：2025-059 恒烁半导体(合肥)股份有限公司 关于 2024 年限制性股票激励计划预留授予部分 第一个归属期归属结果暨股份上市公告 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： 本次股票上市类型为股权激励股份；股票认购方式为网下，上市股数为 76,276股。 本次股票上市流通总数为76,276股。 本次股票上市流通日期为2025 年 11 月 28 日。 恒烁半导体（合肥）股份有限公司（以下简称"公司"）于 2025 年 11 月 21 日收到中国证券登记结算有限责任公司上海分公司出具的《证券变更登记证明》， 公司已完成 2024 年限制性股票激励计划（以下简称"本次激励计划"）预留授 予部分第一个归属期的股份登记工作。现将有关情况公告如下： 一、本次激励计划已履行的决策程序和信息披露情况 1、2024 年 4 月 23 日，公司召开的第一届董事会第二十五次会议，审议通过 了《关于<公司 2024 年限制性股票激励计划（草案）>及其摘要的议案》《关 ...

Group 1 - The core focus of the company is on large-capacity storage products, which is one of its main business areas [2] - The company plans to continuously launch new products and explore more application customers to enhance its market share in the future [2]

Group 1 - The core point of the news is that Hengshuo Semiconductor experienced a decline in stock price, dropping by 5.04% to 56.48 CNY per share, with a trading volume of 235 million CNY and a turnover rate of 6.22%, resulting in a total market capitalization of 4.684 billion CNY [1] - Hengshuo Semiconductor, established on February 13, 2015, and listed on August 29, 2022, focuses on the research, design, and sales of storage chips and MCU chips, with storage chips accounting for 83.57% of its main business revenue and microcontrollers and others making up 16.37% [1] Group 2 - Among the top ten circulating shareholders of Hengshuo Semiconductor, Huaxia Fund's Huaxia Industry Prosperity Mixed A (003567) increased its holdings by 99,200 shares in the third quarter, holding a total of 3.2427 million shares, which represents 4.97% of the circulating shares [2] - The estimated floating loss for Huaxia Industry Prosperity Mixed A today is approximately 9.7282 million CNY [2] - Huaxia Industry Prosperity Mixed A, established on February 4, 2017, has a latest scale of 8.972 billion CNY, with a year-to-date return of 50.89% and a one-year return of 53.99%, ranking 740 out of 8138 and 658 out of 8055 respectively [2]

Group 1 - The core viewpoint is that 恒烁股份 is the only company in A-shares producing NOR Flash memory chips integrated with computing capabilities, and it is currently not in mass production [1] - 恒烁股份 has been asked about its strategy to seize opportunities in the $26 billion edge AI market [1]

Group 1 - The core viewpoint of the article is that 恒烁股份 (Hengshuo Co., Ltd.) is currently focused on NOR Flash products and has not yet ventured into AI servers and data centers, despite the growing demand in these high-end application scenarios [2] Group 2 - The company acknowledges the increasing storage demand driven by AI servers and data centers but clarifies that its main products do not currently cater to these markets [2] - The company expresses gratitude for investor interest and engagement regarding its future strategies in high-demand sectors [2]

Core Viewpoint - Hengshuo Co., Ltd. (688416.SH) currently focuses on NOR Flash products, which have not yet been applied in AI servers and data centers [1] Company Summary - The main product of Hengshuo Co., Ltd. is NOR Flash [1] - There is no current application of NOR Flash in AI servers and data centers [1]

Core Viewpoint - The company, Hengshuo Co., Ltd. (688416.SH), has announced that its NOR Flash integrated memory chip has not yet entered mass production [1] Company Summary - Hengshuo Co., Ltd. is currently in the development phase of its NOR Flash memory chip, indicating that the product is still in the pre-production stage [1]

Core Viewpoint - The storage chip sector experienced significant fluctuations, with notable gains in several companies, indicating a potential upward trend in the market [1] Company Performance - Time Space Technology reached its daily limit increase, showcasing strong investor interest [1] - Other companies such as Puran Co., Crystal Rui Electric Materials, Baiwei Storage, Shenkong Co., Hengshuo Co., and Yingxin Development also saw their stock prices rise, reflecting a broader positive movement in the storage chip industry [1]

Summary of Key Points Core Viewpoint - The shareholder reduction plan of Hengshuo Semiconductor (Hefei) Co., Ltd. has been completed, with the shareholder Hefei Zhong'an Luyang Venture Capital Fund Partnership (Limited Partnership) successfully reducing its stake in the company. Group 1: Shareholder Holdings - Before the reduction plan, the shareholder Hefei Zhong'an Luyang held 2,402,161 shares, accounting for 2.90% of the total share capital of the company. These shares were acquired prior to the company's initial public offering and became tradable on August 29, 2023 [2]. Group 2: Implementation of Reduction Plan - On October 23, 2025, the company disclosed a reduction plan, where Zhong'an Luyang intended to reduce its holdings by up to 573,857 shares, representing 0.69% of the total share capital, through block trading [3]. - As of November 13, 2025, Zhong'an Luyang completed the reduction by selling 573,857 shares, which matched the planned reduction amount [3][5]. Group 3: Completion of Reduction Plan - The actual reduction was consistent with the previously disclosed plan, confirming that the reduction was fully implemented without any early termination of the plan [5][6].

Core Viewpoint - Hengshuo Co., Ltd. announced the completion of a share reduction plan by its shareholder, Hefei Zhong'an Luyang Venture Capital Fund Partnership (Limited Partnership) [2] Summary by Sections - **Share Reduction Details** - As of November 13, 2025, Zhong'an Luyang has reduced its holdings by 573,857 shares through block trading, which accounts for 0.69% of the company's total share capital [2]