Core Viewpoint - Unisoc announced on November 3 that its strategic inventory has played a crucial role in ensuring timely supply and successful delivery over the past two years, and the company will continue this operational model in the future [1]. Group 1: Strategic Inventory - The strategic inventory is based on market forecasts and involves preparing materials in advance for anticipated market demand over the next 2-3 years [1]. - The primary goal of this strategy is to ensure stable supply and consolidate market share [1]. - Based on experiences from the past two years, the inventory is typically consumed within 2-3 years, with only a minimal risk of asset impairment, which has a limited impact on overall operations [1].

（编辑 袁冠琳） 证券日报网讯 紫光国微11月3日发布公告，在公司回答调研者提问时表示，公司2025年上半年的特种集 成电路订单，有较大一部分在Q3确认收入。2025年Q4期间，除了全力完成当前任务，还会为明年订单 积极准备，积极开拓新市场、扩大市场份额。2026年，公司将持续积极拓展市场，进一步巩固并提升市 场占有率。 ...

Core Viewpoint - Unisoc announced its focus on two main business areas: semiconductor chip business and AI industry chain development, which includes high-performance servers, switches, and software solutions [1] Group 1: Business Focus - The company is dedicated to the semiconductor chip design sector, offering a diverse product matrix that serves various industries [1] - Future AI technology will be integrated into chip products to enhance technological competitiveness [1] Group 2: Collaboration and Ecosystem - Unisoc's affiliated listed company, Unisoc Co., Ltd., is deeply engaged in the ICT field, catering to a large customer base with strong AI application demands [1] - Market demands and industry insights will be shared promptly within the new Unisoc Group to foster collaborative development across its subsidiaries [1]

Core Viewpoint - Unigroup Guowei announced on November 3 that it has over 800 types of special integrated circuit products, categorized into seven major classes, with no significant changes in revenue composition compared to previous years [1] Summary by Category Product Categories - The company offers more than 800 models of special integrated circuit products, divided into seven categories [1] Revenue Composition - In terms of revenue from special integrated circuits, analog chips account for 40-50%, while digital chips make up 50-60% [1] - The revenue composition has not undergone significant changes compared to prior years [1]

Core Insights - Unigroup Guowei announced on November 3 that in response to inquiries during a research meeting, it stated that by 2025, FPGA and memory chips will each account for approximately 30% of the company's revenue from special integrated circuits [1] Group 1 - The company indicated that the price trend for memory products in the special industry has been declining over the past two years and is not expected to rise [1] - The company plans to actively respond to this pricing trend by optimizing product structure and improving operational efficiency [1] - The company will develop reasonable product pricing strategies in conjunction with market dynamics [1]

（编辑 袁冠琳） 证券日报网讯 紫光国微11月3日发布公告，在公司回答调研者提问时表示，公司股权激励计划覆盖董 事、高级管理人员、核心管理人员及核心技术人员，实现核心人才全面覆盖。首次授予重点聚焦各产业 公司核心人员，重点强化对核心业务骨干的激励与绑定；预留部分将持续向公司总部高级管理人员及核 心员工授予。 ...

Core Viewpoint - Unigroup Guowei announced on November 3 that its quartz crystal frequency device business is experiencing rapid growth due to the recovery of the consumer electronics industry and the accelerated development in sectors such as network communication and smart vehicles [1] Group 1: Business Growth - The growth in the quartz crystal frequency device business is attributed to the recovery in the consumer electronics sector [1] - The company aims to seize market opportunities and actively promote the domestic substitution process [1] Group 2: Strategic Focus - Unigroup Guowei will continue to focus on core areas such as network communication, automotive electronics, and industrial control [1] - The company plans to accelerate its layout in emerging sectors like artificial intelligence and low-altitude economy [1] Group 3: Market Share and Penetration - The company is committed to continuously enhancing its market share in key markets and penetration in emerging fields [1]

（文章来源：证券日报） 证券日报网讯紫光国微11月3日发布公告，在公司回答调研者提问时表示，2025年初至今，公司特种集 成电路订单同比增长；其中Q3订单同比也是增长态势，环比则有所下降。 ...

Core Insights - Unigroup Guowei announced on November 3 that its revenue from special integrated circuits includes a distribution of various FPGA products [2] - The V7 and K7 series products hold a significant market share, while the VU series has entered small batch supply stage, with potential for gradual volume increase in the future [2] - Due to the rapid iteration of FPGA technology, the company typically initiates the research and development of the next generation of products in advance to maintain technological and market competitiveness [2]

Core Insights - Unigroup Guowei announced on November 3 that its eSIM products are already widely adopted abroad, supporting over 400 operators globally, and the company has been actively selling overseas [2] - The three major domestic telecom operators have received approval for mobile commercial trials, indicating a potential substantial market growth in the future [2] - As the first domestic chip supplier to achieve global commercial use of eSIM, the company is poised to benefit from this industry development opportunity, although the implementation of related policies will take time [2]