证券日报网讯12月17日，成都华微在互动平台回答投资者提问时表示，当前公司经营稳健，核心业务订 单履约、研发进程及客户合作均有序推进，不存在重大未披露事项，长期价值根基稳固。 ...

Market Performance - The A-share semiconductor sector experienced a significant decline, with notable stocks such as Chipone Technology falling over 10% and Fuxin Technology and Zhongli Group dropping by 9% [1][2] - The semiconductor index (886063) decreased by 1.76%, closing at 7326.63, down 131.03 points [2] - In the Hong Kong market, the Hang Seng Technology Index fell by 2%, with Huahong Semiconductor down over 7% and SMIC down 4% [3][4] Stock Specifics - Chipone Technology (688521.SH) saw a decline of 10.49%, closing at 133.40 [2] - Fuxin Technology (688662.SH) dropped by 9.25%, closing at 53.54 [2] - Zhongli Group (002309.SZ) fell by 9%, closing at 3.64 [2] - Other notable declines included Shengke Communication (-8.22%), Guosheng Technology (-7.12%), and Canxin Technology (-6.24%) [2][3] Broader Industry Trends - The overall trend in the semiconductor industry indicates a bearish sentiment, with multiple companies experiencing significant stock price drops [1][3] - The decline in the semiconductor sector is reflected in both A-share and Hong Kong markets, suggesting a broader industry challenge [3][4]

Core Insights - Chengdu Huayi Electronics Technology Co., Ltd. has been recognized by the China Listed Companies Association for its governance practices and the performance of its board secretary [1][3] - The recognition highlights the company's commitment to governance structure optimization, compliance enhancement, and investor relations development [1][3] Governance Practices - The company has established an efficient, transparent, and collaborative governance support system based on institutional development and process optimization [2] - The board office team has improved the operation mechanism of the "three meetings," ensuring scientific, compliant, and efficient decision-making [2] - The company adheres to principles of truthful, accurate, complete, timely, and fair information disclosure, continuously improving the precision and timeliness of announcements [2] Investor Relations Management - The board office actively expands diverse communication channels, including performance briefings, institutional research, and interactive hotlines, to enhance market recognition [2] - The board secretary, Li Chunyan, plays a crucial role in governance, compliance, and value transmission, leading the establishment of an ESG information disclosure framework [2] Future Commitments - Chengdu Huayi plans to deepen governance structure reforms, optimize information disclosure quality, and enhance investor relations management [3] - The company aims to contribute positively to building a high-quality listed company and boosting confidence in the capital market [3]

证券之星消息，12月5日，成都华微（688709）融资买入2714.13万元，融资偿还2585.38万元，融资净买 入128.75万元，融资余额4.26亿元，近3个交易日已连续净买入累计3586.32万元。 融资融券余额4.27亿元，较昨日上涨0.3%。 | 交易日 | 融资净买入(元) | 融资余额(元) | 占流通市值比 | | --- | --- | --- | --- | | 2025-12-05 | 128.75万 | 4.26亿 | 5.08% | | 2025-12-04 | 412.55万 | 4.25 乙 | 5.12% | | 2025-12-03 | 3045.02万 | 4.21亿 | 5.05% | | 2025-12-02 | 640.18万 | 3.90亿 | 4.78% | | 2025-12-01 | 334.01万 | 3.84亿 | 4.57% | 融券方面，当日融券卖出0.0股，融券偿还1006.0股，融券净买入1006.0股，融券余量1.71万股。 | 交易日 | 两融余额(元) | 余额变动(元) | 变动幅度 | | --- | --- | --- | --- | ...

格隆汇12月2日丨成都华微(688709.SH)在互动平台表示，1、公司可应用于太空算力场景的部署情况如 下：2025年8月，公司已与燧原科技签署战略合作协议，携手在大模型、高算力GPU领域展开深度合 作，基于公司市场开拓需求，该算力能力可以广泛应用于模型训练、太空算力、端测推理等领域。 2、 相关产品布局情况：高端FPGA技术方向，目前公司已有抗辐照FPGA产品；边缘计算芯片方向，公司 已有16Tops的边缘计算芯片，更高算力（100Tops）芯片在研；高速高精度ADC方向，公司部分产品具 备抗辐照相关能力，如8位64G超高速ADC（HWD08B64GA1）系列产品抗辐照能力达到75MeV，相关 产品从技术角度其均可以满足可用于星上AI实时处理等场景。 3、FPGA的研发进展情况：公司在研亿 门级和2.5亿门级高性能大规模FPGA的研发进展有序推进，均将考虑根据下游客户需求，研发具备抗辐 照相关的产品。同时，公司将积极推进SOPC及RF-FPGA类相关集成化产品的研发，目前已成功研发 HWD7Z系列及HWDSF系列相关产品。 4、公司太空算力相关产品已合作的核心客户情况：公司下游客 户包括航天科技集团、航天 ...

Core Viewpoint - Chengdu Huami (688709.SH) is actively developing its capabilities in space computing and high-performance GPU applications through strategic partnerships and product innovations [1] Group 1: Space Computing Deployment - The company has signed a strategic cooperation agreement with Suiruan Technology to collaborate in the fields of large models and high-performance GPUs, with applications in model training, space computing, and edge inference [1] - The company has developed radiation-resistant FPGA products and is working on higher-performance edge computing chips, with a current offering of 16 Tops and a future target of 100 Tops [1] Group 2: Product Layout - The company has a range of products with radiation resistance capabilities, including the 8-bit 64G ultra-high-speed ADC (HWD08B64GA1) series, which can withstand radiation levels of 75 MeV, suitable for on-satellite AI real-time processing [1] - Ongoing research includes high-performance large-scale FPGAs with 100 million and 250 million gates, focusing on radiation-resistant features based on downstream customer needs [1] Group 3: Customer Base and Partnerships - Core customers include state-owned enterprises such as the Aerospace Science and Technology Corporation and the Aerospace Science and Industry Corporation, with products recognized and widely used in critical fields like electronics, communications, control, and measurement [1] Group 4: Market Expansion Plans - The company is committed to advancing technology research and market expansion, closely monitoring cutting-edge technology trends and customer demands to explore potential application scenarios [1] Group 5: Product Mass Production - The company has established a product line of FPGA with gate counts ranging from 5 million to 70 million, with AI computing capabilities of 16 Tops already in small-scale trials with specialized industry clients [1] - The 8-bit 64G ultra-high-speed ADC series and the 12-bit 6G high-precision ADC series have been tested in small batches for satellite-related customer system validation, with a 4-channel 12-bit 40GSPS ADC chip completing customer validation and receiving intent orders [1]

Core Viewpoint - The announcement by China Securities Index Co., Ltd. regarding the periodic adjustment of the CSI 500 index samples highlights the inclusion of Chengdu Huami, reflecting the capital market's recognition of the company's technological strength and growth potential in the high-performance integrated circuit sector [1][7]. Group 1: Index Adjustments - The CSI 500 index will see the replacement of 50 sample stocks, with the new samples effective after market close on December 12, 2025 [1][2]. - The CSI 500 index serves as a benchmark for mid-cap growth stocks, filling the gap between large-cap and small-cap stocks, and includes companies ranked 301-800 by market capitalization [4][3]. Group 2: Chengdu Huami's Position - Chengdu Huami has established itself as a leader in integrated circuit design, particularly in analog and mixed-signal circuits, with a complete product line and significant technological advantages [4][5]. - The company has achieved international advanced levels in several products, including a 4-channel 12-bit 40G high-precision RF direct sampling ADC chip, breaking foreign monopolies [4][5]. Group 3: Market and Growth Potential - Chengdu Huami's strategic partnerships and expansion into emerging fields such as renewable energy and artificial intelligence computing position the company for strong growth, with a robust order book [5][6]. - The company emphasizes collaboration with upstream and downstream partners to build a secure and reliable domestic chip supply chain, enhancing its industry influence [5][6]. Group 4: ESG Commitment - Chengdu Huami actively practices ESG principles, focusing on developing low-power, high-efficiency green chip products and implementing green manufacturing practices [6][6]. - The company has received multiple awards for its ESG performance, indicating growing attention from responsible investors [6][6]. Group 5: Future Outlook - The inclusion in the CSI 500 index is expected to attract more passive and active fund investments, enhancing stock liquidity and market performance [7][7]. - With ongoing advancements in core technology and market applications, Chengdu Huami is poised to benefit from the domestic semiconductor industry's growth and the digital economy's expansion [7][7].

Core Insights - Chengdu Huamei has received positive market feedback for its newly launched products, including the 40G RF direct sampling ADC and heterogeneous PSoC chips, which are recognized for their leading performance metrics and comprehensive in-house technology [1] Product Performance - The new products are widely applied in critical fields such as electronics, communications, control, and measurement, meeting downstream demands for high integration, low power consumption, and low latency [1] - Customers have reported outstanding performance in signal processing speed, stability, and compatibility, with some products already replacing foreign counterparts in specific scenarios, particularly in complex environments [1] Orders and Delivery - The company has made significant progress in promoting new products, with the 8-bit 64G ultra-high-speed ADC already supplying small batches to multiple users [1] - The 4-channel 12-bit 40GSPS ADC has completed customer validation and received intention orders, while PSoC architecture products have also entered small batch supply [1] - TSN-related products are currently in the trial phase with specialized industry clients [1]

Group 1 - Chengdu Huamei's stock price has declined for five consecutive days, with a total drop of 10.62% during this period, currently trading at 37.19 CNY per share and a market capitalization of 23.684 billion CNY [1] - The company specializes in integrated circuit research, design, testing, and sales, with its main business revenue composition being 50.03% from digital integrated circuits, 43.20% from analog integrated circuits, 3.98% from other products, 2.70% from technical services, and 0.08% from other sources [1] Group 2 - The largest circulating shareholder of Chengdu Huamei is the Jiashi Fund, which reduced its holdings in the Jiashi SSE STAR Chip ETF (588200) by 199,700 shares, now holding 4.3281 million shares, representing 1.99% of circulating shares [2] - The Jiashi SSE STAR Chip ETF has a total scale of 40.404 billion CNY, with a year-to-date return of 54.51% and a one-year return of 56.13% [2] Group 3 - The fund manager of Jiashi SSE STAR Chip ETF is Tian Guangyuan, who has been in the position for 4 years and 258 days, with the fund's total asset scale at 75.812 billion CNY [3]

证券代码：688709 证券简称：成都华微 公告编号：2025-044 成都华微电子科技股份有限公司 关于召开 2025 年第三季度业绩说明会的公告 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、准确性和完整性承担法律责任。 重要内容提示： 会议召开时间：2025 年 12 月 04 日（星期四）11:00-12:00 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） 会议召开方式：上证路演中心网络互动 三、参加人员 董事兼总经理：王策先生 总会计师：刘永生先生 董事会秘书：李春妍女士 投资者可于 2025 年 11 月 27 日（星期四）至 12 月 03 日（星期三）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或通过公司邮箱 investors@csmsc.com 进行提问。公司将在说明会上对投资者普遍关注的问题进 行回答。 成都华微电子科技股份有限公司（以下简称"公司"）已于 2025 年 10 月 30 日发布公司 2025 年第三季度报告，为便于广大投资者更全面深入地 ...