Group 1 - The core point of the article is that Chip Origin Technology Co., Ltd. (688521.SH) announced a reduction in shareholding by its shareholders, specifically by the investment firms involved, which has implications for the company's ownership structure [1] Group 2 - The shareholders, including Jiaxing Shixing Venture Capital Partnership and Jiaxing Haicheng Venture Capital Partnership, reduced their holdings by a total of 2,915,700 shares from December 23, 2025, to January 8, 2026 [1] - After the reduction, the investment firms collectively hold 36,794,511 shares, representing 6.9970% of the company's total share capital [1] - The shareholding percentage of the investment firms decreased from 7.5515% to 6.9970%, reaching a change of 1% in whole numbers [1]

证券代码：688521 证券简称：芯原股份 公告编号：2026-002 芯原微电子（上海）股份有限公司 关于持股 5%以上股东权益变动触及 1%刻度的提示性公告 嘉兴时兴创业投资合伙企业（有限合伙）、嘉兴海橙创业投资合伙企业（有 限合伙）、共青城文兴投资合伙企业（有限合伙）保证向本公司提供的信息真实、 准确、完整，没有虚假记载、误导性陈述或重大遗漏。本公司董事会及全体董事 保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 1.身份类别 | | □控股股东/实际控制人及其一致行动人 | | --- | --- | | | √其他 5%以上大股东及其一致行动人 | | 投资者及其一致行动人的身份 | □合并口径第一大股东及其一致行动人（仅适用于无控 | | | 股股东、实际控制人） | | | □其他______________（请注明） | 2.信息披露义务人信息 | 信息披露义务人名称 | | 投资者身份 | 统一社会信用代码 | | --- | --- | --- | --- | | | □ | 控股股东/实控人 | | | 嘉兴时兴创业投资合伙 | □ | 控股股东/实控人的一致行 | √ 9 ...

Core Viewpoint - The company, Chip Origin Technology Co., Ltd. (688521.SH), announced a significant reduction in shareholding by its shareholders, which may impact the stock's market perception and investor confidence [1] Shareholder Changes - The shareholders, including Jiaxing Shixing Venture Capital Partnership and Jiaxing Haicheng Venture Capital Partnership, reduced their holdings by a total of 2,915,700 shares from December 23, 2025, to January 8, 2026 [1] - Following the reduction, the shareholders now hold a total of 36,794,511 shares, representing 6.9970% of the company's total share capital, down from 7.5515% [1] - The reduction in shareholding has triggered a change that touches the 1% integer multiple threshold [1]

Group 1 - The core viewpoint of the news highlights the positive performance of the Yongying AI ETF (159141), which rose by 0.85%, marking its fourth consecutive increase, driven by significant gains in constituent stocks such as Huibo Yuntong (301316) up 9.48%, Cambrian (688256) up 4.31%, and Chipone (688521) up 4.24% [1] - The Ministry of Industry and Information Technology, along with eight other departments, issued the "Implementation Opinions on the Special Action of 'Artificial Intelligence + Manufacturing'," aiming for key AI technologies to achieve secure and reliable supply by 2027, with the industry scale and empowerment level remaining among the world's top [1] - The plan includes promoting 3 to 5 general large models in deep applications within the manufacturing sector, creating 100 high-quality industrial data sets, and establishing 500 typical application scenarios, alongside nurturing 2 to 3 globally influential leading enterprises and a number of specialized small and medium enterprises [1] Group 2 - Dongxing Securities believes that the AI industry is currently in a phase of three-dimensional resonance involving policy, technology, and demand, with the "Artificial Intelligence +" initiative providing top-down policy support and potential funding, leading to increased certainty in industry development [1] - The AI industry's prosperity is expected to continue rising, maintaining its mainline position in the technology investment sector, which is difficult to disrupt [1] - The Yongying AI ETF (159141) is the first of its kind in the market, focusing on core targets in the AI industry chain across the Sci-Tech Innovation Board and the Growth Enterprise Market, with over 78% of its allocation in AI chips, optical modules, and cloud computing [2]

1月6日，芯原股份发布公告称，公司联合共同投资人对外投资暨收购逐点半导体(上海)股份有限公司 （以下简称"逐点半导体"）的相关交易已完成交割。 据悉，芯原股份此次联合华芯鼎新(北京)股权投资基金(有限合伙)、上海国投先导集成电路私募投资基 金合伙企业(有限合伙)、北京屹唐元创股权投资基金合伙企业(有限合伙)、北京芯创智造二期创业投资 基金(有限合伙)及上海涵泽创业投资合伙企业(有限合伙)等共同投资方，以特殊目的公司天遂芯愿科技 (上海)有限公司（以下简称"天遂芯愿"）为收购主体，推进对逐点半导体控制权的收购事宜。 截至公告披露日，各方已按协议约定履行相关义务，芯原股份与共同投资方已完成向天遂芯愿的出资和 增资，天遂芯愿也已向逐点半导体相关原股东支付收购价款，本次交易各项交割程序均已顺利完成。交 割完成后，天遂芯愿将持有逐点半导体100%股份，逐点半导体正式纳入芯原股份合并报表范围。 截至公告披露日，各方已按协议约定履行相关义务，芯原股份与共同投资方已完成向天遂芯愿的出资和 增资，天遂芯愿也已向逐点半导体相关原股东支付收购价款，本次交易各项交割程序均已顺利完成。交 割完成后，天遂芯愿将持有逐点半导体100%股份 ...

Core Insights - The Chinese integrated circuit industry has evolved from a technology exploration phase to a stage of partial leadership in emerging fields such as third-generation semiconductors and AI chips [1] Group 1: Industry Overview - Major listed companies in the Chinese integrated circuit industry include companies like Chipone (688521.SH), Cambricon (688256.SH), and SMIC (688981.SH/00981.HK) [1] - The development of integrated circuit technology in China has gone through three main phases: foundational exploration (1950s-1978), technology introduction (1978-2000), and independent breakthroughs (2000-2020) [1] Group 2: Core Production Technologies - The integrated circuit technology system focuses on three core areas: design, manufacturing, and packaging/testing [4] - Key design aspects include EDA tools, chip architecture (RISC-V/ARM), and semiconductor IP [4] - Manufacturing focuses on wafer processes (including EUV lithography) and advanced process nodes (such as 7nm and 5nm) [4] - Packaging/testing emphasizes advanced techniques like Chiplet and 3D stacking [4] Group 3: Current Production Status - Chinese companies lead in production volume but lack sufficient autonomy in technology [7] - The design sector has achieved some autonomy in mature process tools and IP, but high-end EDA and core IP still rely on imports [7] - Manufacturing has sufficient capacity for mature processes but faces limitations in advanced processes due to equipment restrictions [7] - The packaging/testing sector is a strength, with leading companies holding significant global market shares [7] Group 4: Market Segmentation - The low-end market (45nm and above) has a self-sufficiency rate exceeding 75%, with companies like Hua Hong Semiconductor leading [10] - The mid-range market (14-28nm) has a domestic production rate of about 35%, with breakthroughs in memory chips [10] - The high-end market (7nm and below) has a self-sufficiency rate of less than 20%, heavily relying on overseas foundries [10] Group 5: Challenges and Future Outlook - The Chinese integrated circuit industry faces challenges such as low domestic production of high-end technologies, risks to industrial security, and the need for improved product quality [13] - Future strategies include focusing on technological breakthroughs, collaborative ecosystem development, and enhancing talent cultivation to support high-quality industry growth [13]

从基金十大重仓股角度 数据显示，国金基金旗下1只基金重仓芯原股份。国金鑫悦经济新动能A（010375）三季度持有股数1.38 万股，占基金净值比例为4.42%，位居第九大重仓股。根据测算，今日浮盈赚取约10.4万元。 1月7日，芯原股份涨5.07%，截至发稿，报156.34元/股，成交25.66亿元，换手率3.25%，总市值822.13 亿元。 资料显示，芯原微电子(上海)股份有限公司位于中国(上海)自由贸易试验区春晓路289号张江大厦20A， 成立日期2001年8月21日，上市日期2020年8月18日，公司主营业务涉及依托自主半导体IP,为客户提供 平台化、全方位、一站式芯片定制服务和半导体IP授权服务。主营业务收入构成为：芯片量产业务收入 41.85%，知识产权授权使用费收入28.81%，芯片设计业务收入23.83%，特许权使用费收入5.21%，其他 (补充)0.29%。 国金鑫悦经济新动能A（010375）成立日期2020年11月18日，最新规模3422.03万。今年以来收益 6.55%，同类排名304/8823；近一年收益30.47%，同类排名4133/8083；成立以来收益2.86%。 国金鑫悦经济 ...

1月6日，芯原股份发布公告称，公司联合共同投资人对外投资暨收购逐点半导体(上海)股份有限公司 （以下简称"逐点半导体"）的相关交易已完成交割。 据悉，芯原股份此次联合华芯鼎新(北京)股权投资基金(有限合伙)、上海国投先导集成电路私募投资基 金合伙企业(有限合伙)、北京屹唐元创股权投资基金合伙企业(有限合伙)、北京芯创智造二期创业投资 基金(有限合伙)及上海涵泽创业投资合伙企业(有限合伙)等共同投资方，以特殊目的公司天遂芯愿科技 (上海)有限公司（以下简称"天遂芯愿"）为收购主体，推进对逐点半导体控制权的收购事宜。 2025年12月12日，芯原股份与天遂芯愿及各共同投资方已签署《增资协议》和《股东协议》等相关交易 文件。根据协议约定，天遂芯愿新增注册资本94,000万元，增资完成后其注册资本变更为95,000万元。 芯原股份将持有天遂芯愿40%股权，成为其单一第一大股东，并将根据交易协议控制天遂芯愿的多数董 事席位，享有对该公司的控制权。 截至公告披露日，各方已按协议约定履行相关义务，芯原股份与共同投资方已完成向天遂芯愿的出资和 增资，天遂芯愿也已向逐点半导体相关原股东支付收购价款，本次交易各项交割程序均已顺利 ...

Important Matters - Chengjian Development has achieved a three-day stock increase and holds 18.91 million shares of Century Space, making it the fourth largest shareholder [1] - Lens Technology is a strategic investor in Strong Brain Technology and has exclusively undertaken the mass production of core hardware [1] - Shiyun Circuit is collaborating with brain-machine clients to advance the development of new material numbers [1] - Xinyada has indirectly held shares in Zhongke Aerospace through Xi'an Qingchuan [1] - Chipone Technology has completed the acquisition of Zhudian Semiconductor [1] - Suoling Co., Ltd. has seen a three-day stock increase, with its controlling shareholder's concerted action partner, Tanghe Holdings, successfully bidding for 37.5 million shares of the company [1] - iFlytek's robot super brain platform has achieved multiple technological breakthroughs in multi-modal noise reduction and has formed extensive collaborations with Yushu and Zhiyuan [1] Investment Operations - ZTE Corporation has conducted NTN technology trials and achieved breakthroughs, providing comprehensive satellite payload products [1] - Chaojie Co., Ltd. expects rapid growth in revenue from commercial aerospace-related businesses by 2026 [1] - Xinyi Chang plans to launch its second-generation wheeled robot before the 2026 Spring Festival, with three robot products expected to enter mass production in the second half of 2026 [1] - Zhejiang Xiantong is collaborating with Haohai Starry Sky and Qiteng Robotics, with robots expected to roll off the production line by the end of March [1] - Fengzhushou is placing significant emphasis on opportunities in commercial aerospace and aviation internet development, clearly positioning it as a fourth growth curve [1] - Chaoying Electronics has adjusted the investment amount for its AI computing high-end printed circuit board expansion project from 1.468 billion to 3.315 billion yuan [1] Contracts and Collaborations - Guoji Jinggong is focusing on new business areas, particularly in commercial aerospace bearings and humanoid robot bearings [1] - iFlytek's robot super brain platform has achieved multiple technological breakthroughs and has formed extensive collaborations with Yushu and Zhiyuan [1] - Desay SV Automotive has established strategic partnerships with several well-known robotics companies [1] - Tuobang Co., Ltd. has deepened cooperation with UBTECH in related business areas [1] - Fushite has signed a strategic cooperation agreement with Jiangxi Copper [1] - Robotech's subsidiary ficonTEC has signed a full automatic OCS packaging line order with a Swiss client [1] - Times New Materials has signed a sales contract for wind turbine blades worth approximately 3.32 billion yuan [1]

Group 1: Data Standards and Regulations - The National Bureau of Statistics announced that by 2026, China will introduce over 30 national standards in the data field, focusing on emerging areas such as intelligent agents and embodied intelligence [2] - The development of standards for public data, high-quality datasets, and data infrastructure will be accelerated, along with key standards for urban digital transformation and a national integrated computing network [2] - In 2025, China developed 48 national standards and technical documents in the data field, with over one-third undergoing simultaneous validation trials during the drafting process [2] Group 2: Technology Developments - Huang Renxun stated at CES that server racks equipped with the new Rubin chip can be cooled without water cooling systems, requiring airflow similar to that of racks with Blackwell chips [3] - Following Huang's comments, data center cooling concept stocks experienced significant declines, with companies like Johnson Controls and Trane Technologies dropping by 10% and Modine by 20% [3] Group 3: Financing and Investment - XAI announced it raised $20 billion in its E round of financing, surpassing its $15 billion target, with strategic investors including Nvidia and Cisco [4] - Qiang Brain Technology, a brain-computer interface "unicorn," completed approximately 2 billion yuan in financing, making it the second-largest financing in the brain-computer interface field after Neuralink [5] Group 4: Market Trends - Two listed companies in lithium iron phosphate confirmed price increases of 1,500 to 2,000 yuan per ton for major clients [6] - Companies like Xiangyu Medical and Weisi Medical are focusing on non-invasive brain-computer interface technologies, but have not achieved large-scale sales as of the end of 2025 [7][8] - Micron's products in the brain-computer interface field are still in the research and market cultivation phase, with no significant impact on company performance yet [9] Group 5: Corporate Actions - Chip Origin announced the completion of the acquisition of Zhudian Semiconductor, with a new registered capital of 9.5 billion yuan, making it the largest shareholder [11] - Shengke Communication's second-largest shareholder plans to reduce its stake by up to 3% through trading methods [12] - Yandong Micro's fourth-largest shareholder reduced its stake from 6.08% to 6.00% as part of a previously disclosed plan [13]