两融数据显示，该股最新融资余额为3.22亿元，近5日减少818.99万元，降幅为2.48%。（数据宝） 南芯科技12月12日大宗交易平台出现一笔成交，成交量51.06万股，成交金额1623.57万元，大宗交易成 交价为31.80元，相对今日收盘价折价20.60%。该笔交易的买方营业部为平安证券股份有限公司上海徐 汇区凯滨路证券营业部，卖方营业部为平安证券股份有限公司上海临港新片区分公司。 进一步统计，近3个月内该股累计发生4笔大宗交易，合计成交金额为4034.73万元。 证券时报·数据宝统计显示，南芯科技今日收盘价为40.05元，上涨0.75%，日换手率为2.03%，成交额为 2.40亿元，全天主力资金净流出2619.89万元，近5日该股累计下跌2.53%，近5日资金合计净流出5740.49 万元。 12月12日南芯科技大宗交易一览 | 成交量 （万 | 成交金额 | 成交价 | 相对当日收盘 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | （万元） | 格 | 折溢价（%） | | | | 股） | | （元） | | | | | 51 ...

证券日报网讯 12月8日，南芯科技在互动平台回答投资者提问时表示，公司今年前三季度的毛利率较去 年同期有所回落，主要由于公司产品结构变化及行业竞争的影响，第二季度毛利率阶段性承压，下半年 目前看有所改善。二级市场的股票价格的波动受到多方面因素影响，从公司经营的角度出发，公司的第 一要务是开拓公司业务布局，推动公司营收规模持续提高。公司近年来处于自身发展的快车道，今年第 三季度单季收入创历史新高。未来，公司的平台化业务进一步释放增长动能，随着公司在各细分领域的 客户开拓及产品扩张，公司在汽车、AI、工业等方面的业务体量有望继续快速攀升。公司会严格按照 监管要求及时披露股东解禁的情况，请您关注公司后续相关公告。公司从创始人、管理层到公司核心团 队，对公司未来的业务成长发展充满信心。 （文章来源：证券日报） ...

重要内容提示： 证券代码：688484 证券简称：南芯科技 公告编号：2025-079 上海南芯半导体科技股份有限公司 关于 2023 年限制性股票激励计划归属结果暨股票上市 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。 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 1,960,259股。 本次股票上市流通总数为1,960,259股。 本次股票上市流通日期为2025 年 12 月 10 日。 1、2023 年 6 月 13 日，公司召开第一届董事会第十六次会议，会议审议通过 了《关于<公司 2023 年限制性股票激励计划（草案）>及其摘要的议案》《关于<公 司 2023 年限制性股票激励计划实施考核管理办法>的议案》《关于提请股东大会授 权董事会办理 2023 年限制性股票激励计划相关事宜的议案》等议案。公司独立董 事对相关议案发表了同意的独立意见。 同日，公司召开第一届监事会第十一次会议，审议通过了《关于<公司 2023 年限制性股票激励计划（草案）>及其摘要的议案》《关于<公司 2023 年限 ...

资本与技术结合催生热潮，扩张二字成为半导体行业贯穿2025全年的核心动线。并购热潮下，有人抢滩 也有人折戟：康达新材此前通过收购必控科技、彩晶光电、晶材科技等企业跨界布局半导体相关领域， 但频繁并购并未改善盈利状况，2022—2024年归母净利润持续下滑至亏损，大额商誉减值成为主要拖 累。2025年8月，公司筹划以现金收购北一半导体不低于51%股权，试图进一步推进半导体转型，然而 仅两个多月后，便在11月13日晚间公告终止该交易，原因是尽职调查及审计进展未及预期，交易各方就 进程未能达成共识。乘行业之风并排驶入扩张周期的半导体企业，境遇依然随业务走向分化。 资本涌动 临近年末，产业大手笔"买买买"的公告再度密集出现：11月27日，电源管理芯片龙头企业希荻微3.1亿 元收购诚芯微100%股权的交易方案获受理；11月25日晚间，思瑞浦公告拟收购奥拉半导体86.12%股 份，加码模拟芯片赛道；同日，普冉股份披露筹划发行股份收购珠海诺亚长天剩余49%股权，此前11月 17日其已以1.44亿元收购诺亚长天31%股权，持股达51%实现控股并由此间接掌控韩国存储芯片巨头SK 海力士此前剥离的SkyHigh Memory L ...

事件 公司2025年第三季度实现营业总收入约9亿元，同比增加40%，环比增加16%；归母净利润6851万元， 同比增加3%，环比增加16%；扣非净利6405万元，同比增加2%，环比大增56%。 行业复苏不及预期，新品研发不及预期。 2025年前三季度研发费用合计接近5亿元，较上年同期大幅增长53%，前三季度研发费用占营业收入比 例接近20%。持续的高研发投入将有助于公司不断丰富产品矩阵，提升核心竞争力，为后续在汽车电 子、工业及高端消费电子领域的业务拓展奠定坚实基础。 投资建议 由于公司研发投入增多，我们将2025-2027年公司归母净利润预测调整为3.17、3.90、5.90亿元（原值分 别为3.87、5.00、7.04亿元），对应的EPS 分别为0.75、0.92、1.39元，最新收盘价对应 PE 分别为55x、 45x、30x，维持"增持"评级。 风险提示 下游结构持续优化，汽车与泛工业业务占比稳步提升前三季度，公司在汽车及工业领域延续高增态势， 营收结构显著改善。 其中，汽车与工业板块合计营收占比已提升至10%左右（汽车业务占比近6%）。展望未来，公司将坚 定推进"多元化+平台化"战略布局，通过持续完 ...

Core Viewpoint - The AI glasses industry is transitioning from conceptual exploration to practical application, with significant investments from major tech companies, marking it as a potential "next-generation mainstream computing terminal" [1]. Group 1: Industry Dynamics - The AI glasses market is experiencing explosive growth, with major players like Meta, Apple, Huawei, Baidu, Xiaomi, Lenovo, and OPPO entering the field [1]. - Alibaba's Quark AI glasses achieved top sales on Tmall within half a day of pre-sale, indicating strong market interest and competition [3]. Group 2: Product Features - The Quark AI glasses feature a dual-chip architecture and a focus on "long battery life," addressing user concerns about battery anxiety [3]. - The glasses promise 24-hour continuous use through innovative design, including a dual-battery system and detachable temple design for hot-swappable battery replacement [3][5]. Group 3: Technological Innovations - Nanchip Technology provides a battery balancing IC that ensures even charging and discharging between the dual batteries, enhancing the stability and longevity of the battery life [7]. - The Quark AI glasses utilize high-efficiency charging chips from Nanchip, improving overall charging efficiency and supporting various charging scenarios [8]. Group 4: Market Projections - By the first half of 2025, China's smart glasses shipments are expected to exceed 1 million units, representing a year-on-year growth of 64.2% and capturing 26.6% of the global market share [15]. - The global smart glasses market is projected to surpass 40 million units by 2029, with China's compound annual growth rate expected to reach 55.6%, the highest globally [15]. Group 5: Strategic Directions - Nanchip Technology aims to focus on four strategic directions: enhancing power technology efficiency, expanding product offerings, deepening strategic partnerships, and strengthening ecosystem development [18].

Core Viewpoint - The company Nanxin Technology provides power chip solutions for Alibaba's "Quark AI Glasses," ensuring long battery life and system safety through innovative technology [2] Company Summary - Nanxin Technology has developed China's first battery balancing current limiting IC, which addresses the challenge of balancing dual batteries in the Quark AI Glasses [2] - The solution enables synchronized charging and discharging of the two batteries, supporting a stable power supply for 24-hour operation of the AI glasses [2] Industry Summary - The development focus of AI technology is shifting from computational infrastructure to end-user devices, with AI glasses emerging as a key application for AI technology [2] - AI glasses integrate essential human sensory interactions such as vision, hearing, and voice, indicating a broad industry outlook for this technology [2]

Core Viewpoint - Nanchip Technology provides power chip solutions for Alibaba's "Quark AI Glasses," ensuring long battery life and system safety [1] Group 1 - Nanchip Technology announced on November 27 that it supplies ultra-long battery life power chip solutions for Alibaba's "Quark AI Glasses" [1] - The company has launched the first domestic battery balancing current limiting IC, addressing the balancing issue of the dual battery system in the Quark AI Glasses [1] - This solution ensures synchronized charging and discharging of both batteries, providing a stable power foundation for the 24-hour long battery life of the AI glasses [1]

Core Viewpoint - The company Nanxin Technology has provided a power chip solution for Alibaba's "Quark AI Glasses," ensuring long battery life and stable power supply for the device [1] Group 1 - Nanxin Technology announced its role in supplying a power chip solution that enables extended battery life for the Quark AI Glasses [1] - The company introduced China's first battery balancing current limiting IC, which addresses the challenge of balancing dual batteries in the AI glasses [1] - This technology ensures that both batteries charge and discharge synchronously, providing a stable power foundation for 24-hour operation of the AI glasses [1]

Group 1 - The company successfully raised a total of RMB 254,056.47 million from the public offering of 63.53 million shares at a price of RMB 39.99 per share, with a net amount of RMB 237,483.71 million after deducting issuance costs [1][12][17] - As of September 30, 2025, the company has invested RMB 104,267.05 million in projects and used RMB 75,060.61 million for permanent working capital, with a remaining balance of RMB 63,588.99 million available from the raised funds [1][12][14] - The company has established a dedicated account management system for the raised funds, ensuring compliance with relevant laws and regulations [2][4][12] Group 2 - The company has changed the investment project from "Testing Center Construction Project" to "Chip Testing Industrial Park Construction Project," with a total investment of RMB 144,250.24 million, divided into two phases [7][8] - The first phase of the new project will require an investment of RMB 71,287.30 million, while the second phase will require RMB 72,962.94 million [7][8] - The change in project focus aims to enhance the company's core competitiveness and support the growth of its automotive-grade business [8][9] Group 3 - The company has utilized RMB 5,703.70 million of raised funds to replace pre-invested funds in the investment projects and issuance costs [11] - As of September 30, 2025, the company has not transferred or replaced any investment projects funded by the raised funds [11] - The company has engaged in cash management with temporarily idle raised funds, with a balance of RMB 52,000.00 million allocated for this purpose [12][13] Group 4 - The company has not made any commitments regarding the cumulative returns from the investment projects funded by the raised funds, and thus there are no discrepancies in expected returns [15] - The company has confirmed that the actual use of raised funds aligns with previously disclosed information [17]