Core Viewpoint - The company has officially launched multi-phase controllers for AI PCs and edge servers in Q3 of this year, emphasizing its focus on business opportunities in the AI server power sector [1] Group 1: Product Development - The company is actively laying out its AI computing power power supply ecosystem, focusing on high current areas including multi-phase controllers, DrMOS, high current DCDC, and high current PMIC [1] - The company has accelerated the research and development of related power supply and driver chips in the medium and high voltage power supply sector, having officially launched a 700V high-voltage GaN half-bridge power chip and a high-power LLC SR controller [1] Group 2: Business Confidence - The company expresses confidence in the development of its business related to AI computing power power supplies [1]

Core Viewpoint - Company is experiencing tight capacity in wafer foundry and packaging testing due to factors such as AI demand and shifts in capacity orders, leading to strategic partnerships with key foundries and testing manufacturers [1] Group 1: Capacity and Demand - Company has established deep strategic partnerships with important wafer foundry and packaging testing manufacturers to address capacity supply and production scheduling [1] - Current capacity planning aligns with the company's future order demands, indicating proactive management in response to market conditions [1] Group 2: Supply Chain and Cost Management - There are instances of price increases within the supply chain, prompting the company to actively communicate and coordinate with key suppliers [1] - Company is implementing cost control measures while ensuring effective capacity matching [1]

Group 1 - The company plans to focus on three main types of sensors: optical, magnetic, and inertial, which will be primarily applied in automotive, robotics, and high-end consumer electronics [2] - The current domestic substitution rate in the mid-to-high-end sensor field is relatively low, indicating a significant opportunity for growth and market penetration [2] - The company is actively developing sensor products and corresponding process platforms to meet customer demands and enhance application scenarios, with new products expected to be launched soon [2]

Group 1 - The core viewpoint of the article highlights that Nanxin Technology has supplied high-performance power chip products to several well-known clients in the robotics sector, applicable in various types of robots such as smart cleaning and aerial photography [2] - The company's product layout is focused on providing high-performance power solutions for robotics clients, including intelligent perception, AI and control, battery management, and charging management [2]

证券日报网2月3日讯，南芯科技在接受调研者提问时表示，近年来，公司在高端消费电子、汽车电子、 工业三大方向上不断实现业务突破，2025年预计在公司收入规模再创新高的同时，汽车电子和工业的业 务占比能够较上一年提升，预计2026年其占比还能继续提升，公司对整体业务规模的成长具备信心。 ...

证券日报网2月3日讯，南芯科技在接受调研者提问时表示，2025年是公司出海战略元年，公司在2026年 有为知名韩国客户出货多款芯片产品，目前看韩国客户订单饱满，预计2026年将会导入更多品类，业务 规模快速扩大。公司目前加大海外业务布局拓展，拓展欧洲、北美等多地客户机会，智能汽车电子、高 端消费电子等领域均是公司海外业务拓展的重心，未来海外客户业务的占比有机会进一步提升。 ...

证券日报网2月3日讯，南芯科技在接受调研者提问时表示，在AI眼镜方面，公司聚焦高性能、低功 耗、长续航电源解决方案。以阿里发布的夸克AI眼镜为例，公司提供超长续航电源芯片解决方案，其 中，公司推出的国内首颗电池均衡限流IC，有效解决了夸克AI眼镜双电池的均衡难题，确保两颗电池 同步充放电，为AI眼镜的24小时长续航提供了稳定的电量基础，保障电池健康与系统安全。目前，公 司在AI眼镜领域的产品已为多家知名品牌客户供货。 ...

Summary of Key Points Core Viewpoint - The A-share market experienced significant block trading activity on February 3, with a total transaction value of 2.236 billion yuan, highlighting notable trading in specific stocks such as Shanghai Airport, Zijin Mining, and Longjing Environmental Protection [1]. Group 1: Block Trading Activity - A total of 80 stocks underwent block trading, with Shanghai Airport leading at 349 million yuan, followed by Zijin Mining at 274 million yuan and Longjing Environmental Protection at 161 million yuan [1]. - Among the stocks traded, 7 were sold at par value, 2 at a premium, and 71 at a discount, indicating a predominance of discounted trades [1]. Group 2: Premium and Discount Rates - The stocks with the highest premium rates were DeMa Technology at 5.67% and Shen High-Speed at 2.01% [1]. - The stocks with the highest discount rates included Kai Fa Technology at 29.94%, New Wave Shares at 23.56%, and Ai Meike at 23.43% [1]. Group 3: Institutional Buying and Selling - The top institutional buying positions included Shanghai Airport at 349 million yuan, Longxin Zhongke at 116 million yuan, and Xinyuan Shares at 60.575 million yuan [2]. - The leading institutional selling positions were Nanxin Technology at 8.4 million yuan and Guobo Electronics at 4.1784 million yuan [2].

2月3日，南芯科技大宗交易成交20万股，成交额840万元，占当日总成交额的2.68%，成交价42元，较 市场收盘价42.42元折价0.99%。 | 交易日期 | 证券简称 | 证券代码 | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | 类出管业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-02-03 | 南芯科技 | 688484 | 42 | 597.66 | 14.23 | รีติลอยสิก | 机构专用 | | 图 | | 2026-02-03 | 南芯科技 | 688484 | 42 | 242.34 | 5.77 | รีติสริย์ส | 机构专用 | | Ka | ...

证券代码：688484 证券简称：南芯科技 公告编号：2026-006 上海南芯半导体科技股份有限公司 关于变更签字会计师及项目质量控制复核人的公告 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。 上海南芯半导体科技股份有限公司（以下简称"公司"）于2025年8月26日、2025年9月26日分别召开第二 届董事会第八次会议、2025年第三次临时股东会，审议通过了《关于续聘会计师事务所的议案》，同意 聘请容诚会计师事务所（特殊普通合伙）（以下简称"容诚所"）为公司2025年度审计机构，具体内容详 见公司于2025年8月28日在上海证券交易所网站（www.sse.com.cn）披露的《关于续聘会计师事务所的 公告》（公告编号：2025-052）和公司于2025年9月27日在上海证券交易所网站（www.sse.com.cn）披 露的《2025年第三次临时股东会决议公告》（公告编号：2025-062）。 近日，公司收到容诚所出具的《关于变更上海南芯半导体科技股份有限公司签字注册会计师及项目质量 控制复核人的说明函》，现将具体情况公 ...