宏微科技(688711.SH)发布公告，公司近期与一家国内传动领域的控制设备与系统集成头部公司(以下简 称"某公司")签署了《战略合作协议》，未来将聚焦电控系统、液压控制系统、伺服系统、机器人核心 零部件(执行器、电动缸、控制器)中所用到的功率半导体器件，并重点围绕氮化镓(GaN)功率半导体器 件开展联合共研，旨在强化双方在电控系统、液压控制系统、伺服系统、机器人等诸多领域的业务布局 与竞争优势。 ...

Group 1 - Nanchip Technology plans to sign a technical development authorization agreement with a related party to develop adaptive IP and obtain permanent licensing [4][5] - Guoxin Technology has laid out plans for smart driving MCU chips and is developing a high-performance AI chip with a pre-computing power of over 10,000 DMIPS, which is three times that of its previous model [5][6] - Jingye Intelligent plans to establish a holding subsidiary focused on advanced nuclear energy systems, with a registered capital of 50 million yuan, aiming to leverage its existing technology and management advantages in the nuclear industry [6] Group 2 - Shanghai's municipal government is promoting the use of digital technology in service consumption, including support for AR, VR, and AI applications, to create immersive and sustainable service consumption scenarios [2] - The People's Bank of China has introduced an action plan for digital RMB, which will officially launch on January 1, 2026, with significant transaction volumes already processed [1] - Lingxin Qiaoshou has completed an A++ round of financing, planning to deliver 50,000 to 100,000 dexterous hands by 2026 [7]

智通财经APP讯，宏微科技(688711.SH)发布公告，公司近期与一家国内传动领域的控制设备与系统集成 头部公司(以下简称"某公司")签署了《战略合作协议》，未来将聚焦电控系统、液压控制系统、伺服系 统、机器人核心零部件(执行器、电动缸、控制器)中所用到的功率半导体器件，并重点围绕氮化镓 (GaN)功率半导体器件开展联合共研，旨在强化双方在电控系统、液压控制系统、伺服系统、机器人等 诸多领域的业务布局与竞争优势。 ...

Core Viewpoint - The company, Hongwei Technology (688711.SH), has signed a strategic cooperation agreement with another company to enhance their collaboration in power semiconductor devices, particularly focusing on Gallium Nitride (GaN) technology for various control systems and robotics applications [1]. Group 1: Strategic Cooperation - The agreement is based on principles of equality, mutual benefit, and win-win cooperation, aiming to leverage each other's resource advantages [1]. - The collaboration will focus on power semiconductor devices used in electric control systems, hydraulic control systems, servo systems, and core components of robots [1]. Group 2: Product Development - The joint research on power devices for robotics applications is still in the early stages and has not yet achieved large-scale production [1]. - The signing of this agreement is significant for long-term cooperation and is expected to strengthen the company's position in the GaN power semiconductor market across various sectors [1].

| 证券代码：688711 | 证券简称：宏微科技 | 公告编号：2025-083 | | --- | --- | --- | | 转债代码：118040 | 债券简称：宏微转债 | | 江苏宏微科技股份有限公司 关于公司签署战略合作协议的自愿披露公告 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: 合同类型：江苏宏微科技股份有限公司（以下简称"公司"）近期与一 家国内传动领域的控制设备与系统集成头部公司（以下简称"某公司"）签署了 《战略合作协议》（以下简称"本协议"），未来将聚焦电控系统、液压控制系统、 伺服系统、机器人核心零部件（执行器、电动缸、控制器）中所用到的功率半导 体器件，并重点围绕氮化镓（GaN）功率半导体器件开展联合共研，旨在强化双 方在电控系统、液压控制系统、伺服系统、机器人等诸多领域的业务布局与竞争 优势。 履约的重大风险及不确定性：本协议为战略合作的框架性、意向性协议， 不涉及具体金额。本协议项下涉及的具体业务，均须双方另行签订业务合同。双 方合作的机器人应用领域的相关功率器件产品尚 ...

截至发稿，宏微科技市值为66亿元。 每经AI快讯，宏微科技（SH 688711，收盘价：31.08元）12月29日晚间发布公告称，近日，公司与某公 司签署了《战略合作协议》，双方本着平等互利、合作共赢的原则，为发挥各自资源优势，建立更紧密 的战略合作关系，未来将聚焦电控系统、液压控制系统、伺服系统、机器人核心零部件中所用到的功率 半导体器件，并重点围绕氮化镓功率半导体器件开展联合共研，旨在强化双方在电控系统、液压控制系 统、伺服系统、机器人等诸多领域的业务布局与竞争优势。 本次签署的《战略合作协议》，无需提交公司董事会或股东会审议，亦不构成《上市公司重大资产重组 管理办法》规定的重大资产重组。 2024年1至12月份，宏微科技的营业收入构成为：功率半导体器件占比99.66%，其他业务占比0.34%。 （记者 王晓波） 每经头条（nbdtoutiao）——绕开光刻机"卡脖子"，中国新型芯片问世！专访北大孙仲：支撑AI训练和 具身智能，可在28纳米及以上成熟工艺量产 ...

Core Viewpoint - Hongwei Technology (688711.SH) has signed a strategic cooperation agreement with a leading domestic company in the transmission control equipment and system integration sector, focusing on power semiconductor devices used in electric control systems, hydraulic control systems, servo systems, and core components of robots [1] Group 1: Strategic Cooperation - The agreement emphasizes joint research on Gallium Nitride (GaN) power semiconductor devices [1] - This is a framework and intention-based agreement, not involving specific financial amounts [1] - The collaboration is expected to enhance capabilities in the robotics application field, although the related power device products are still in the early research phase [1] Group 2: Future Impact - The agreement does not have a direct impact on the company's performance for the fiscal year 2025 and beyond [1] - There is uncertainty regarding the implementation of specific projects in the future [1]

宏微科技公告，公司近期与一家国内传动领域的控制设备与系统集成头部公司签署了《战略合作协 议》，未来将聚焦电控系统、液压控制系统、伺服系统、机器人核心零部件（执行器、电动缸、控制 器）中所用到的功率半导体器件，并重点围绕氮化镓（GaN）功率半导体器件开展联合共研，旨在强化 双方在电控系统、液压控制系统、伺服系统、机器人等诸多领域的业务布局与竞争优势。本协议为战略 合作的框架性、意向性协议，不涉及具体金额。本协议项下涉及的具体业务，均须双方另行签订业务合 同。 （文章来源：第一财经） ...

证券之星消息，12月29日半导体板块较上一交易日上涨0.25%，东微半导领涨。当日上证指数报收于 3965.28，上涨0.04%。深证成指报收于13537.1，下跌0.49%。半导体板块个股涨跌见下表： 从资金流向上来看，当日半导体板块主力资金净流出44.58亿元，游资资金净流入5.3亿元，散户资金净流 入39.29亿元。半导体板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688261 | 东微半导 | 80.29 | 12.62% | 11.26万 | | 8.78亿 | | 688711 | 宏微科技 | 31.08 | 8.90% | 27.53万 | | 8.32亿 | | 688372 | 伟测科技 | 110.51 | 6.91% | ● 8.81万 | | 9.78亿 | | 688498 | 源杰科技 | 684.40 | 6.60% | - 4.94万 | | 33.37亿 | | 688521 | 心原股份 | 135.20 | 5 ...

证券日报网讯 12月26日，宏微科技在互动平台回答投资者提问时表示，公司自主研发的100V/7mΩ氮化 镓（GaN）产品已向下游厂商送样并实现小规模出货，产品正在和客户联合共研加速迭代，以更好地适 配机器人关节在多工作场景下的需求。未来不排除与部分核心厂商签订全面战略合作协议。 （文章来源：证券日报） ...