| 证券代码：002049 | 证券简称：紫光国微 | 公告编号：2025-107 | | --- | --- | --- | | 债券代码：127038 | 债券简称：国微转债 | | 紫光国芯微电子股份有限公司 二、注销完成情况 近日，公司收到玉田县行政审批局出具的《登记通知书》（（玉）登字〔2025〕 第 7625 号），捷准芯测注销登记完成。本次清算注销完成后，公司合并报表范围 将相应发生变化，捷准芯测将不再纳入公司合并报表范围。 本次清算注销事项不会对公司的正常生产经营、整体业务发展和盈利能力产 生重大影响，不存在损害公司及股东、特别是中小股东利益的情形。 三、备查文件 关于全资子公司完成注销的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏 一、基本情况 紫光国芯微电子股份有限公司（以下简称"公司"）为进一步优化资源配置， 提高运营效率，根据公司整体战略布局，于 2025 年 7 月 14 日作出决定，拟对全 资子公司唐山捷准芯测信息科技有限公司（以下简称"捷准芯测"）进行清算注 销。具体内容详见公司于 2025 年 7 月 15 日在《中国证券 ...

Core Viewpoint - The People's Bank of China announced a significant adjustment to the digital yuan, transitioning from a digital cash era to a digital deposit currency era, with a new management and service framework set to launch on January 1, 2026 [2][12]. Group 1: Digital Yuan Market Performance - On December 29, digital yuan concept stocks collectively surged, with an average increase of 1.99%, led by stocks such as Lakala, which rose by 12.57%, and *ST Tianyu, which increased by 11.4% [13][4]. - The total trading volume of digital yuan transactions reached 34.8 billion, with a cumulative transaction amount of 16.7 trillion yuan by the end of November 2025 [12][2]. Group 2: Stock Performance and Investment Trends - Seven digital yuan concept stocks received over 1 billion yuan in net inflows on December 29, with Lakala leading at 371 million yuan [4][14]. - Eight stocks related to digital yuan have been heavily invested by social security funds, with a total holding value of 2.939 billion yuan [8][17]. Group 3: Application and Expansion of Digital Yuan - The application scenarios for digital yuan are expanding from personal consumption to industrial finance, cross-border trade, and public services [16][6]. - The digital yuan international operation center commenced operations in September, marking a significant step in cross-border application infrastructure [16][6]. Group 4: Future Growth Potential - Analysts from Guotai Junan Securities believe that the digital yuan will accelerate penetration across various segments of the industry, including upstream technology support and downstream terminal deployment, indicating broad future growth potential [17][7]. - The digital yuan is expected to drive demand for bank IT and fintech, as well as upgrades in payment ecosystems, including POS machines and ATMs [17][7].

Core Manufacturing Segment: The Foundation of Domestic Substitution - The manufacturing segment is the heavy asset core of the storage industry, responsible for key processes such as chip lithography and etching, and is a critical breakthrough area for domestic substitution [3] - Domestic companies have achieved large-scale production in the two main storage fields of 3D NAND and DRAM, forming a "fourth pole" in the global market [3] Key Companies in Core Manufacturing - **Yangtze Memory Technologies Co., Ltd. (YMTC)**: The only domestic IDM company focused on integrated design and manufacturing of 3D NAND flash, with a global NAND market share expected to reach 13% by 2025 [4] - **Changxin Memory Technologies (CXMT)**: The largest and most advanced DRAM manufacturer in China, with a focus on 19nm process technology and significant revenue growth in Q3 [5] - **Fujian Jinhua Integrated Circuit Co., Ltd.**: Focuses on niche DRAM markets, providing cost advantages in mid-to-low-end applications [6] - **Newport Semiconductor**: A leading manufacturer of specialty process storage chips, focusing on NOR Flash and special storage for critical fields [7] - **SMIC**: A leading global integrated circuit foundry, providing core support for storage chip foundry services [8] - **Huahong Semiconductor**: A core enterprise for specialty process storage chip foundry, with leading yield control levels [10] Chip Design Segment: The Core Engine of Technological Innovation - The design segment is the technological core of the industry chain, responsible for storage chip architecture design, circuit layout, and functional definition [12] - Domestic companies have achieved technological breakthroughs in NOR Flash, niche DRAM markets, and storage control chips, with some products reaching international mainstream levels [12] Key Companies in Chip Design - **Lanke Technology**: A leading global memory interface chip design company, with a total market value expected to reach 138.58 billion yuan by 2025 [13] - **GigaDevice Semiconductor**: A leader in NOR Flash and niche DRAM design, with a total market value of 151.58 billion yuan by 2025 [14] - **Unisoc**: A top-tier provider of storage technology products and services, with significant economic benefits from its fourth-generation SeDRAM technology [15] - **Dongxin Technology**: A rare Fabless company providing NAND, NOR, and DRAM design solutions [16] - **Daqin Technology**: A leader in automotive-grade storage and SRAM/DRAM design, benefiting from the explosion of smart automotive storage demand [17] Module Integration Segment: The Key Bridge Connecting Chips and Terminals - The module segment integrates chips with main control and interface components to form products like SSDs, UFS, and eMMC, which are core to meeting terminal demands [26] - Benefiting from the growth of AI smartphones, AI PCs, and AI servers, this segment is crucial for the storage industry [26] Key Companies in Module Integration - **Jiangbolong**: A leading third-party storage module company with significant revenue growth and a total market value of 111.87 billion yuan [27] - **Baiwei Storage**: Focused on embedded storage and PCIe SSD modules, with leading market share in embedded storage products [28] - **Demingli**: An integrated company providing domestic storage main control chips and module solutions [29] - **Langke Technology**: A well-known consumer storage module company with a stable market share [30] - **Jintai Technology**: A company developing both consumer and industrial-grade storage modules [31] Supporting Services and Specialty Fields: Important Support for the Industry Ecosystem - Supporting service companies provide full-chain support for the storage industry, including storage system solutions, testing equipment, and security storage [42] - Specialty field companies focus on niche scenarios, forming differentiated competitive advantages [42] Key Companies in Supporting Services - **Tongyou Technology**: A leading provider of enterprise-level storage system solutions, focusing on data center and cloud computing [43] - **Hangyu Micro**: A provider of storage and computing solutions for aerospace, with products suitable for space scenarios [44] - **Hualan Micro**: A provider of security storage and storage interface chip solutions, making significant progress in domestic security storage interface chip substitution [45] - **Hongshan Technology**: A provider of enterprise-level storage systems and data management solutions [46] - **Zeshi Technology**: A provider of storage chip and module testing equipment, supporting domestic storage enterprises [47] 2025 Storage Industry Development Summary - By 2025, China's storage industry has built a complete ecosystem covering "manufacturing-design-module-support services," with core companies achieving breakthroughs in technology and market share [58] - Leading companies like Yangtze Memory and Changxin Memory are pushing domestic storage to occupy an important position in the global market [58] - The "super cycle" of the storage industry will continue to evolve, with domestic companies accelerating breakthroughs in high-end fields such as HBM, 3D stacking, and secure storage [59]

人民财讯12月29日电，企查查APP显示，近日，紫光同芯微电子科技(北京)有限公司成立，注册资本3亿 元，经营范围包含：集成电路设计；集成电路芯片设计及服务；电子产品销售等。企查查股权穿透显 示，该公司由紫光国微（002049）全资子公司紫光同芯微电子有限公司、宁德时代（300750）全资子公 司宁波梅山保税港区问鼎投资有限公司等共同持股。 ...

Group 1 - The core announcement is that Unisoc plans to establish a new subsidiary, Unisoc Tongxin Microelectronics Technology Co., Ltd., to enhance its market competitiveness in the automotive domain control chip business [1][3] - The registered capital of the new company is RMB 300 million, with Unisoc Tongxin contributing RMB 153 million, representing a 51% stake [1] - The new subsidiary will focus on the research, production, and sales of automotive domain control chips [1] Group 2 - After the transaction, Unisoc Tongxin Microelectronics will be included in Unisoc's consolidated financial statements [3] - Unisoc plans to acquire its evaluated automotive domain control chip business assets for RMB 193 million, reflecting an impressive valuation increase of 3723.15% [3] - Unisoc has reported a revenue of RMB 4.9 billion for the first three quarters of the year, marking a 15% year-on-year growth, and a net profit of RMB 1.26 billion, which is a 25% increase compared to the previous year [3]

Group 1 - The core point of the news is the establishment of Ziguang Tongxin Microelectronics Technology (Beijing) Co., Ltd., with a registered capital of 300 million RMB, focusing on integrated circuit design and related services [1][2]. - The company is jointly owned by Ziguang Guowei and Ningde Times, indicating a strategic partnership aimed at enhancing market competitiveness in the automotive domain control chip business [1][3]. - The establishment is part of Ziguang Guowei's strategy to optimize its capital structure and improve overall company performance [1]. Group 2 - The legal representative of the new company is Chen Jie, and it is registered under the Beijing Haidian District Market Supervision Administration [2]. - The business scope includes integrated circuit design, chip design services, software development, and electronic product sales, among others [2]. - The company is classified under the computer, communication, and other electronic equipment manufacturing industry [2].

Core Insights - A new company, Unisoc Microelectronics Technology (Beijing) Co., Ltd., has been established with a registered capital of 300 million RMB [1] - The company is involved in integrated circuit design, integrated circuit chip design and services, software development, and electronic product sales [1] - The ownership structure includes Unisoc Guowei and Ningde Times, indicating a collaboration between major players in the semiconductor and energy sectors [1] Company Overview - The legal representative of the newly established company is Chen Jie [1] - The company is a joint venture with shareholders including Unisoc Guowei and Ningbo Meishan Free Trade Port Area Wending Investment Co., Ltd., a subsidiary of Ningde Times [1]

证券日报网讯 12月26日，紫光国微在互动平台回答投资者提问时表示，公司耐辐照产品业务目前发展 良好，是公司业绩的新增量之一。 （文章来源：证券日报） ...

Core Viewpoint - The establishment of a new company, Ziguang Tongxin Microelectronics Technology (Beijing) Co., Ltd., aims to independently operate and develop automotive domain control chips, with significant backing from industry giants like CATL [1][4]. Group 1: Company Structure and Investment - The new company has a registered capital of 300 million yuan, with Ziguang Tongxin holding a 51% stake, ensuring control over the new entity [4]. - The investment structure includes contributions from related parties and a strategic investment from CATL's subsidiary, which holds a 5% stake [4]. - The management team is closely tied to the new company through a high employee shareholding structure, which is expected to enhance motivation and drive development in the automotive chip sector [4]. Group 2: Business Focus and Strategic Goals - Ziguang Tongxin Technology will focus on the research, production, and sales of automotive domain control chips, with an initial task of acquiring assessed assets valued at 193 million yuan [4]. - The acquisition reflects a significant increase in asset value, with an appraisal showing a 3723.15% increase from the book value [4]. - The strategic goal is to enhance financing capabilities and operational strength in the automotive electronics sector, leveraging external investments to mitigate R&D costs and losses [5]. Group 3: Industry Context and Opportunities - The domestic automotive chip localization rate has increased from less than 5% in 2020 to an expected 20% by the end of 2024, indicating a rapid shift towards domestic production [5]. - The demand for automotive domain control chips is rising as the industry transitions to centralized electronic architectures, positioning these chips as critical components in the semiconductor landscape [5]. - Ziguang Guowei's investment in automotive domain control chips is seen as a strategic move to capitalize on the localization trend and enhance collaboration within the industry [5].

Core Viewpoint - Unisoc announced the establishment of a new subsidiary, Unisoc Tongxin Technology, to independently operate its automotive domain control chip business, aiming to enhance market competitiveness and optimize capital structure [1][2] Group 1: Company Structure and Investment - Unisoc Tongxin Technology will be jointly funded by Unisoc's wholly-owned subsidiary and five related parties, including a subsidiary of CATL, with a total registered capital of RMB 300 million [1] - The asset group for the automotive domain control chip business is valued at RMB 193 million, reflecting a significant appraisal increase of 3723.15% [1] - The ownership structure includes Unisoc holding 51%, while the other five related parties hold varying stakes, with CATL's subsidiary contributing 5% [1] Group 2: Strategic Objectives - The introduction of CATL's investment platform is intended to enhance collaboration with key customers, improve product definition, and boost technological innovation and competitiveness [2] - CATL's investment focus includes the entire new energy industry chain, covering areas such as electric vehicles, lithium batteries, autonomous driving, chips, and semiconductors [2] Group 3: Financial Performance - Unisoc has experienced revenue fluctuations, with projected revenues of RMB 71.20 billion, RMB 75.65 billion, and RMB 55.11 billion for 2022 to 2024, indicating a 27.15% decline in 2024 [2] - Net profits for the same period are projected at RMB 26.32 billion, RMB 25.31 billion, and RMB 11.79 billion, showing a significant decline of 53.40% in 2024 [2] - In the first three quarters of 2025, the company reported a revenue of RMB 49.04 billion, a year-on-year increase of 15.05%, and a net profit of RMB 12.63 billion, up 25.04% [3]