证券代码：688728 证券简称：格科微 公告编号：2025-041 格科微有限公司 关于 2023 年限制性股票激励计划首次授予部分 第二个归属期及预留部分第一个归属期 归属结果公告 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： 本次归属股票数量：1,633,520 股。 根据中国证监会、上海证券交易所、中国证券登记结算有限责任公司有关业务规 则的规定，格科微有限公司（以下简称"公司"）于近日收到中国证券登记结算有限责 任公司出具的《过户登记确认书》，公司于 2025 年 11 月 20 日完成了 2023 年限制性 股票激励计划（以下简称"本激励计划"）首次授予部分第二个归属期及预留部分第一 个归属期的股份登记工作。现将有关情况公告如下： 一、本次限制性股票归属的决策程序及相关信息披露 2023 年 6 月 7 日，公司召开第一届董事会第二十五次会议，审议通过了《关于< 格科微有限公司 2023 年限制性股票激励计划（草案）>及其摘要的议案》《关于<格科 微有限公司 2023 年限制性股票激励计划实施考 ...

Core Viewpoint - The company has appointed Mr. Chen Jie as the Vice President, effective from the date of the board's approval until the end of the current board's term [1]. Group 1: Appointment Details - The appointment of Mr. Chen Jie was approved during the 17th meeting of the second board of directors held on November 15, 2025 [1]. - Mr. Chen Jie meets the educational and professional qualifications required for the position [2]. - As of the announcement date, Mr. Chen Jie does not hold any shares in the company and has no related party relationships with major shareholders or other executives [2]. Group 2: Background of Mr. Chen Jie - Mr. Chen Jie was born in 1979 and holds a bachelor's degree in Mechanical Manufacturing Technology and Equipment from Nanjing University of Science and Technology [4]. - His previous work experience includes roles as an engineer at Hongli Semiconductor Manufacturing Co., Ltd. from July 2001 to January 2004, and as an Operations Deputy Director at TSMC (China) Co., Ltd. from January 2004 to July 2023 [4]. - He has also served as the Deputy Plant Manager and Plant Manager at the company's wholly-owned subsidiary, Geke Semiconductor (Shanghai) Co., Ltd. since July 2023 [4].

Core Viewpoint - Geke Micro announced the appointment of Mr. Chen Jie as the company's Vice President on November 17 [1] Company Summary - Geke Micro has officially appointed Mr. Chen Jie to the position of Vice President, indicating a strategic move in its leadership [1]

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。 证券代码：688728 证券简称：格科微 公告编号：2025-040 格科微有限公司 关于聘任高级管理人员的公告 格科微有限公司董事会 2025年11月18日 附件：陈杰先生的简历 陈杰先生，1979年出生，中国国籍，无境外永久居留权。2001年获得南京理 工大学机械制造工艺与设备专业工学学士学位。2001年7月至2004年1月任宏力半 导体制造股份有限公司工程师；2004年1月至2023年7月任台积电（中国）有限公 司运营副总监；2023年7月至今，历任公司全资子公司格科半导体（上海）有限 公司副厂长、厂长。 格科微有限公司（以下简称"公司"）根据相关法律、法规、规范性文件和 《公司章程》等有关规定并结合公司经营管理需要，经公司CEO赵立新先生提名， 公司董事会提名委员会审查通过，于2025年11月15日召开第二届董事会第十七次 会议，审议通过了《关于聘任公司高级管理人员的议案》，同意聘任陈杰先生（简 历详见附件）为公司副总裁，任期自公司董事会审议通过之日起至第二届董事会 任 ...

Core Viewpoint - The company, GeKowei, stated that its export business has not been significantly affected by the U.S. semiconductor import tariff policy as of November 13 [1] Group 1 - The company will continue to monitor global trade policy developments and will disclose any significant impacts in accordance with relevant regulations [1]

Core Viewpoint - The "China's Top 100 Future Unicorns" list aims to identify and accelerate the growth of potential unicorn companies in China over the next decade, serving as a significant indicator of innovation in the economy [3][5]. Group 1: Historical Performance - Over 16 years, the list has recognized 1,302 companies, with 130 achieving IPOs, 106 being acquired by larger firms, and 188 becoming industry-leading unicorns [4][6]. - The annual "Future Unicorn Conference" has become a key event for emerging unicorns, providing networking and investment opportunities [4]. Group 2: Notable Companies - The list includes several well-known companies that have reached significant market valuations, such as Xiaomi, Meituan, and NIO, which were among the first to be recognized [7][8]. - A selection of companies that have recently become unicorns includes New Stone Unmanned Vehicles, which raised over $600 million in its D round, and Galaxy General, which secured 1.1 billion RMB in its A+ round [10][11]. Group 3: Future Prospects - The ongoing search for high-growth companies valued between $100 million and $1 billion is emphasized, with a call for nominations for the 2025 list [13]. - The initiative aims to celebrate not just valuation but also the intrinsic value of these emerging leaders in the business landscape [13].

Core Insights - The article highlights significant changes in stock target prices and ratings for various companies by brokerages during the period from November 3 to November 9, indicating potential investment opportunities and market sentiment shifts [1] Group 1: Target Price Increases - The companies with the highest target price increases include Yifang Biotechnology with a target price increase of 121.95%, Aibo Medical at 70.72%, and Great Wall Motors at 66.81% [1] Group 2: Rating Upgrades - A total of 17 companies had their ratings upgraded by brokerages, including Kaiter Holdings upgraded from "Accumulate" to "Buy" by Dongguan Securities, and Jingchen Technology upgraded from "Accumulate" to "Buy" by Changcheng Securities [1] Group 3: Rating Downgrades - Similarly, 17 companies experienced rating downgrades, with Zhaochi Co., Ltd. downgraded from "Strong Buy" to "Recommended" by Huachuang Securities, and GeKong Micro downgraded from "Buy" to "Accumulate" by Changcheng Securities [1]

Core Points - Geke Micro's stock price has declined for five consecutive days, with a total drop of 9.11% during this period, currently trading at 15.06 CNY per share [1] - The company specializes in the research, design, and sales of CMOS image sensors and display driver chips, with 80.51% of its revenue coming from CMOS image sensors and 19.41% from display driver chips [1] Shareholder Analysis - E Fund's ETF, the E Fund SSE STAR 50 ETF (588080), has reduced its holdings in Geke Micro by 3.82 million shares in the third quarter, now holding 28.49 million shares, which is 1.14% of the circulating shares [2] - The ETF has experienced a floating loss of approximately 284,900 CNY today and a total floating loss of 43.01 million CNY during the five-day decline [2] - The E Fund SSE STAR 50 ETF has a total size of 76.76 billion CNY and has achieved a year-to-date return of 40.63%, ranking 971 out of 4,216 in its category [2]

Group 1 - Major foreign institutions, including Goldman Sachs and UBS, have conducted research on 309 A-share listed companies since October, focusing on high-growth sectors such as artificial intelligence, industrial automation, new energy, semiconductors, and consumer electronics [1] - Foreign investment in A-shares has been increasing this year, with QFII institutions appearing in the top ten circulating shareholders of 856 A-share listed companies as of the end of the third quarter, a significant increase compared to the end of last year [1] - The consumer electronics industry is entering a new innovation cycle driven by AI, with new technologies being applied to physical devices like AI glasses and toys, leading to increased efficiency and commercialization in sectors such as human resources, e-commerce, and education [1] Group 2 - As of October 31, 2025, the top ten weighted stocks in the CSI Consumer Electronics Theme Index (931494) include Luxshare Precision (002475), Cambricon (688256), Industrial Fulian (601138), SMIC (688981), and others, collectively accounting for 56.3% of the index [2] - The CSI Consumer Electronics Theme Index tracks 50 companies involved in component production and consumer electronics design and manufacturing, reflecting the overall performance of the sector [2] Group 3 - The CSI Consumer Electronics ETF (561600) closely follows the CSI Consumer Electronics Theme Index, with the latest price at 1.21 yuan [1] - The performance of the top weighted stocks in the index shows varied results, with Luxshare Precision down by 2.44% and Cambricon down by 1.24%, among others [4]

Core Points - The Shanghai Composite Index closed at 3960.19 points, with a decline of 0.41% and a total trading volume of 1,938.395 billion yuan [1] - A total of 107 A-shares experienced a death cross, where the 5-day moving average fell below the 10-day moving average [1] Group 1: Stocks with Significant Death Cross - Hongyuan Electronics (603267) had a 5-day moving average of 52.69 yuan, down 1.97% from the 10-day moving average of 53.74 yuan, with a current price of 48.86 yuan, representing a deviation of -9.09% [1] - Zhongjian Technology (002779) reported a 5-day moving average of 123.82 yuan, down 1.88% from the 10-day moving average of 126.19 yuan, with a current price of 117.70 yuan, showing a deviation of -6.73% [1] - ST Huizhou (002122) showed a 5-day moving average of 3.56 yuan, down 1.41% from the 10-day moving average of 3.62 yuan, with a current price of 3.23 yuan, indicating a deviation of -10.65% [1] Group 2: Additional Stocks with Death Cross - Chao Hongji (002345) had a 5-day moving average of 13.02 yuan, down 1.33% from the 10-day moving average of 13.20 yuan, with a current price of 11.69 yuan, reflecting a deviation of -11.43% [1] - Kema Technology (301611) reported a 5-day moving average of 54.35 yuan, down 1.30% from the 10-day moving average of 55.06 yuan, with a current price of 52.30 yuan, showing a deviation of -5.02% [1] - Chuangyi Tong (300991) had a 5-day moving average of 40.78 yuan, down 1.26% from the 10-day moving average of 41.30 yuan, with a current price of 39.27 yuan, indicating a deviation of -4.91% [1]