Industry Overview - The CMOS image sensor (CIS) is a crucial component that converts photons into electrons for digital processing, primarily used in digital cameras and surveillance systems [3][11] - The global CMOS image sensor market is projected to grow from $21.79 billion in 2023 to $28.6 billion by 2029, with a compound annual growth rate (CAGR) of 4.29% from 2017 to 2023 [13][19] - In China, the CMOS image sensor market is expected to reach approximately 52.68 billion yuan in 2024, driven by trends in multi-camera smartphones, smart electric vehicles, and increased demand for security monitoring [1][17] Market Dynamics - The global CMOS image sensor shipment volume increased from 5.254 billion units in 2017 to 6.76 billion units in 2023, with an estimated 7.206 billion units in 2024 [13][15] - The smartphone sector is the largest application area for CMOS image sensors, accounting for over 60% of the market share [11][15] - The Chinese smartphone market is projected to recover in 2024, with an estimated shipment volume of 286 million units, reflecting a year-on-year growth of 5.6% [11][19] Technological Advancements - The three major upgrade directions for CMOS image sensors are high pixel count, high frame rate, and improved imaging quality [5][25] - Key performance indicators for evaluating CMOS image sensor quality include optical size, pixel size, pixel count, frame rate, signal-to-noise ratio, and dynamic range [5][25] - The industry is moving towards high-resolution sensors to meet the demands of 4K/8K video and AI image analysis applications [25][27] Competitive Landscape - The global CMOS image sensor market is dominated by major players such as Sony, Samsung Electronics, and Hynix, with Sony being the market leader [19][21] - Domestic companies like Rockchip, SmartSens, and OmniVision are emerging as significant players in the Chinese market, benefiting from increased R&D investment and industry collaboration [19][21] Key Companies - Rockchip Electronics Co., Ltd. focuses on the design and development of smart application processors and is expected to achieve a revenue of 3.136 billion yuan in 2024, representing a growth of 46.95% [21] - SmartSens Technology Co., Ltd. specializes in high-performance CMOS image sensors and anticipates a revenue of 5.968 billion yuan in 2024, reflecting a growth of 108.89% [23]

LUN , , 所 特殊的普通合伙 Limited Liability Partnership 北京市中伦(上海)律师事务所 关于格科微有限公司 (GALAXYCORE INC.) 2024 年度利润分配涉及的差异化分红事项的 法律意见书 二〇二五年六月 北京 · 上海 · 深圳 · 广州 · 成都 · 武汉 · 重庆、· 青岛 · 杭州 · 香港 · 东京 · 伦敦 · 纽约 · 洛杉矶 · 旧金山 Bejiing • Sheanghai • Shenzhen • Guangzhou • Chengdu • Wuhan • Chongcing • Qingdao • Hangzhou • Hong Kong • Longo • London • New York • Los Angeles • San Francisco 法律意见书 LUN 上海市浦东新区世纪大道 8 号围金中心二期 6/10/11/16/17 层 邮编:200120 6/10/11/16/17F, Two IFC, 8 Century Avenue, Pudong New Area, Shanghai 200120, P. R. Chin ...

证券代码：688728 证券简称：格科微 公告编号：2025-021 格科微有限公司2024年年度权益分派实施公告 本公司董事会及全体董事保证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： | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/7/3 | 2025/7/4 | 2025/7/4 | 一、 通过分配方案的股东大会届次和日期 本次利润分配方案经格科微有限公司（以下简称"公司"）2025 年 6 月 13 日 的2024年年度股东大会审议通过。 二、 分配方案 1. 发放年度：2024年年度 2. 分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东 （公司回购专用证券账户除外）。 根据《中华人民共和国公司法》、《中华人民共和国证券法》、《上海证券交易 所上市公司自律监管指引第 7 号——回购股份》等相关法律、行政法规、部门规 是否涉及差异化分红送转：是 每股分配比例 ...

Core Viewpoint - The delivery of the GC3A71 AMOLED display driver chip marks a significant technological expansion for the company from TFT-LCD to OLED, with plans to enhance wearable OLED DDIC products and accelerate the development of OLED solutions for smartphones and other terminals [3]. Group 1: Product Development - The GC3A71 chip features a resolution of 400*400, flexible packaging adaptability, low power consumption, and a wide color gamut display effect [1]. - The chip supports the company's proprietary COG packaging, which significantly reduces module borders, enhancing device screen-to-body ratio and visual integration [1]. - It integrates SRAM and dynamic refresh technology, supporting a refresh rate of 1-60Hz, and offers 11-bit digital GMA output for richer grayscale performance and a broader color range [1]. Group 2: Financial Performance - In 2024, the company achieved revenue of 6.383 billion yuan, a year-on-year increase of 35.90%, and a net profit attributable to shareholders of 187 million yuan, up 287.20% [3]. - The revenue from display driver chips was 1.356 billion yuan, accounting for 21.26% of total revenue [4]. - In Q1 2025, the company reported revenue of 1.524 billion yuan, a year-on-year growth of 18.21%, but a net loss attributable to shareholders of 51.73 million yuan [4].

Core Viewpoint - The 2025 New Fortune 500 Rich List reveals a significant increase in the total market value of listed entrepreneurs, reaching 13.7 trillion yuan, an 11% year-on-year growth, indicating a new wave of wealth creation driven by innovation and overseas expansion [3][14]. Group 1: Wealth Distribution and Rankings - The top ten wealthiest individuals are heavily influenced by AI, with Zhang Yiming of ByteDance topping the list with a holding value of 481.57 billion yuan, marking a 42% increase from the previous year [4][18]. - The list features a notable shift, with four individuals from Hangzhou, Zhejiang, highlighting the region's growing economic prominence [43]. - The average holding value of the 500 entrepreneurs is 273.8 million yuan, with a threshold of 66.2 million yuan to make the list [8]. Group 2: Industry Insights - The TMT (Technology, Media, and Telecommunications), pharmaceutical, and daily consumer goods sectors are the top three wealth-generating industries, contributing 110, 54, and 52 individuals respectively [51]. - The TMT sector saw a significant increase in wealth, with a total of 334.08 billion yuan, a 46% increase from the previous year [51]. - The pharmaceutical sector experienced a decline, with 54 individuals listed, down from 64, indicating ongoing valuation adjustments [51]. Group 3: AI and Technological Advancements - AI has emerged as a key driver of wealth creation, with companies like DeepSeek and ByteDance leading the charge in user engagement and valuation [4][21]. - The rise of AI has also led to a resurgence in the semiconductor industry, with China exporting 2.981 billion chips worth approximately 159.5 billion USD, marking a significant shift in the global market [56]. - The AI sector is still in its nascent stage, with notable entries like Liang Wenfeng of DeepSeek entering the top ten, reflecting the rapid growth and potential of AI applications [60]. Group 4: Regional Wealth Creation - Wealth creation is becoming more balanced across regions, with western provinces like Sichuan, Tibet, and Xinjiang seeing an increase in listed individuals, while traditional economic hubs like Zhejiang and Shanghai continue to grow [5][6]. - The shift from real estate to technology and AI reflects a broader transformation in China's economic landscape, with younger entrepreneurs increasingly dominating the wealth rankings [46][45]. Group 5: Future Outlook - The ongoing evolution of industries, particularly in AI and technology, suggests a promising future for innovation-driven wealth creation in China [60][62]. - The integration of AI into various sectors, including automotive and consumer electronics, is expected to further enhance China's competitive edge in the global market [62][63].

Meeting Overview - The shareholders' meeting of GeKowei Co., Ltd. was held on June 13, 2025, in Shanghai, China [1] - A total of 312 ordinary shareholders attended the meeting, representing 1,414,182,058 voting rights, which accounts for 55.0019% of the company's total voting rights [1] Voting Results - All non-cumulative voting proposals were approved with significant majority support from ordinary shareholders, with votes such as 1,412,057,449 in favor (99.8497%) and 2,015,794 against (0.1425) for one of the proposals [1][2] - The voting results for various proposals showed consistent approval rates above 99%, indicating strong shareholder support [2][3] Legal Compliance - The meeting was convened and conducted in accordance with the laws of the Cayman Islands and the company's articles of association, ensuring the legality and validity of the proceedings and resolutions [3]

证券代码：688728 证券简称：格科微 公告编号：2025-020 格科微有限公司 2024年年度股东大会决议公告 本公司董事会及全体董事保证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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东大会召开的时间：2025 年 6 月 13 日 （二） 股东大会召开的地点：中国（上海）自由贸易试验区盛夏路 560 号 2 幢 第 11 层 1101 会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 312 | | --- | --- | | 普通股股东人数 | 312 | | 2、出席会议的股东所持有的表决权数量 | 1,414,182,058 | | 普通股股东所持有表决权数量 | 1,414,182,058 | | 3、出席会议的股东所持有表决权数量占公司表决权数量的比 | 55.0019 | 注：上述出席会议的股东所持有的表决权数量占公司表决权数量的比例，已剔除截至股权登 ...

大成 DENTONS 大成 is Dentons' Preferred Law Firm in China. dentons.cn 北京大成(上海)律师事务所 关于格科微有限公司(GALAXYCORE INC.) 2024 年年度股东大会的 A.d. is Dentons' Preferred Law Firm in China. 北京大成(上海)律师事务所 www.dentons.cn 上海市世纪大道 100 号环球金融中心 9 层、24 层、25 层(200120) 9th/24th/25th Floor, Shanghai World Financial Center, 100 Century Avenue Shanghai 200120, P. R. China Tel: +86 21 5878 5888 Fax: +86 21 5878 6866 Dentons' Preferred Law Firm in China, 北京大成(上海)律师事务所 法律意见书 关于格科微有限公司(GALAXYCORE INC.) 2024 年年度股东大会的法律意见书 致:格科微有限公司(GALAXYCORE INC ...

Group 1 - The National Semiconductor Chip Index (980017) has shown a slight increase of 0.06% as of June 6, 2025, with notable gains from stocks such as Zhaoyi Innovation (603986) up by 4.75% and Geke Micro (688728) up by 1.45% [1] - The semiconductor ETF (159813) is experiencing mixed trading, with the latest quote at 0.78 yuan, reflecting a 0.26% increase [2] - Over the past nine trading days, there have been net inflows of funds on six days, totaling 108 million yuan, with an average daily net inflow of 12.05 million yuan [2] Group 2 - The "5th China Integrated Circuit Design Innovation Conference and IC Application Ecological Exhibition" (ICDIA) is scheduled for July 11-12, 2025, in Suzhou, focusing on themes such as AI computing, photonic integrated circuits, and 5G/6G semiconductors [3] - Shanghai Securities maintains a bullish outlook on the electronics sector, predicting a comprehensive recovery in the semiconductor industry by 2025, with an optimistic overall development outlook [3] - The semiconductor ETF closely tracks the National Semiconductor Chip Index, reflecting the market performance of listed companies in the semiconductor industry [3] Group 3 - As of May 30, 2025, the top ten weighted stocks in the National Semiconductor Chip Index account for 66.85% of the index, including companies like SMIC (688981) and Cambrian (688256) [4] - The semiconductor ETF has various connection options, including A, C, and I classes [4]

证券代码：688728 证券简称：格科微 格科微有限公司 2024 年年度股东大会会议资料 2025 年 6 月 | 2024 | 年年度股东大会须知 | 1 | | --- | --- | --- | | 2024 | 年年度股东大会会议议程 | 3 | | 听取《2024 | 年度独立董事述职报告》 | 5 | | 2024 | 年年度股东大会会议议案 | 6 | | 议案一：关于 2024 | 年度董事会工作报告的议案 6 | | | 议案二：关于 2024 | 年度财务决算报告的议案 12 | | | 议案三：关于 2024 | 年年度利润分配方案的议案 17 | | | 议案四：关于 2024 | 年年度报告及摘要的议案 19 | | | 议案五：关于聘请公司 | 2025 年度财务审计机构及内控审计机构的议案 20 | | | 议案六：关于 2025 | 年度申请综合授信额度的议案 21 | | | 议案七：关于 2025 | 年度对外担保额度预计的议案 22 | | | 议案八：关于董事 2025 | 年度薪酬方案的议案 25 | | | | 议案九：关于修订公司章程的议案 26 | | 格科微 ...