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，公司特种集成电路营业收入 中，FPGA产品各型号均有分布。目前V7、K7系列产品占据主要市场份额，VU系列产品已进入小批量 供货阶段，未来有望逐步放量。考虑到FPGA技术迭代较快，公司通常会提前启动下一代产品的研发与 推广工作，以保持技术与市场竞争力。 （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，eSIM产品在国外已经比较普 及，公司eSIM产品可支持国内外400多家运营商，一直在做海外销售。国内三大运营商正式获得手机商 用试验批复许可，相信后续市场会有一个实质性的增长。作为国内首家实现eSIM全球商用的芯片供应 商，公司将受益于这一行业发展机遇，但政策落地还需要一个时间过程，公司已经做好准备。 （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，公司毛利率同比提升确实是 特种业务销售占比提升所致。由于市场竞争影响，特种业务的价格是下行的趋势，但公司通过加强内部 管理、优化自动化信息系统、加大研发投入等措施，通过成本端的持续优化，抵减了一些价格下降对毛 利率的不利影响，所以公司近两年来的毛利率虽有小幅波动，但整体保持平稳态势。未来公司将持续紧 盯行业竞争格局变化，进一步加大研发投入、提升成品合格率来抵御价格下浮带来的压力，力争保持特 种业务毛利率的稳定。 （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，公司汽车电子芯片主要有两 大类：安全芯片与域控芯片。安全芯片客户拓展的比较快，已在多家头部Tier1及主机厂量产落地，年 出货量数百万颗，很多车厂都在用，伴随国内车厂出海以及智能汽车网联，很多客户正在与公司紧密沟 通芯片升级，在产品形态以及使用方式上。关于汽车域控芯片，主要应用于汽车的动力系统和底盘系 统，对安全性要求极高，且行业导入周期较长、主机厂认证标准严苛，从行业趋势来看，国产替代是必 然方向，该类产品未来的收入与利润贡献，需依托政策与需求层面的实质性变化，公司已围绕技术研 发、客户认证等方面做好充分准备。 （文章来源：证券日报） ...

（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，公司会依据宏观经济、股价 行情、经营业绩等多个因素统筹考虑转股价格是否下修。未来公司将稳步精进各项经营工作，持续夯实 主业竞争优势，深化核心技术创新，积极拓展优质业务领域，坚定落实市值管理举措，力争为投资者创 造更好的回报。 ...

Core Viewpoint - The electronic ETF (515260) is experiencing fluctuations, with a slight decrease in value, but there is optimism in the sector as evidenced by significant capital inflow and strong performance from many constituent stocks [1][3]. Market Performance - The electronic sector has a total market capitalization of 107.32 trillion yuan, leading all sectors and accounting for 12.42% of the total market, an increase of nearly 3 percentage points since the beginning of the year [3]. - As of October 31, 49 out of 50 constituent stocks of the electronic ETF have reported Q3 results, with 44 companies profitable and 40 showing year-on-year net profit growth [3]. Company Performance - Notable profit increases include: - Silan Micro's net profit increased 11 times year-on-year - Geke Micro, Shenghong Technology, Cambricon, and others reported net profit growth rates of 518%, 324%, 321%, and 265% respectively [3]. Investment Outlook - Galaxy Securities emphasizes that the technology sector will be a long-term investment focus, particularly in the electronic industry driven by AI and overall valuation improvements [3]. - The ETF is positioned to benefit from trends in semiconductor equipment and materials localization, as well as infrastructure investments driven by AI demand [3]. Sector Trends - Major tech companies like Google, Meta, Microsoft, and Amazon are increasing capital expenditures, indicating a sustained trend into the next year [4]. - The demand for AI-related products, particularly in the PCB sector, is surging, with many companies experiencing strong order growth and production capacity expansion [4]. Policy Support - There is strong governmental support for the semiconductor industry, aiming for self-sufficiency, while AI is reshaping consumer electronics, enhancing user experiences [5].

紫光国微 20251031 摘要 紫光国微前三季度营收 63 亿元，同比增长 32%，主要受益于特种集成 电路业务增长。深圳国微贡献过半收入，紫光同芯占比四成，唐山晶圆 约占 5%-6%，各产业中心均盈利，深圳国微利润贡献最大。 公司推出新一代防伪芯片 T19-506，eSIM 解决方案已导入多家设备商， 并参与编写汽车安全芯片应用白皮书。全球首款开放式架构安全芯片 E450R 成功商用，智能安全芯片积极拓展海外客户。 特种行业整体订单较去年同期增长明显，但三季度环比二季度有所下降。 模拟类产品占 40%-50%，数字类产品占 50%-60%。航空航天、兵器 船舶等下游客户需求增速保持一致。 汽车安全芯片出货量已达百万颗，域控芯片需较长时间验证和导入。信 息安全标准升级将推动智能汽车领域升级换代，域控制器国产化需求强 烈，但考核要求较高。 股权激励计划综合考虑各子公司特点设定考核条件，均采用利润考核指 标。特种产品中 FPGA 和存储分别占收入约 30%，特种行业 FPGA 价格 下降，公司消化成本保持产品价格稳定。 Q&A 紫光国微 2025 年三季度的主要业绩情况如何？ 紫光国微 2025 年前三季度实现 ...

证券代码：002049 证券简称：紫光国微 紫光国芯微电子股份有限公司 投资者关系活动记录表 编号：20251031 投资者关系活动 类别 □特定对象调研 □分析师会议 □媒体采访 □新闻发布会 □现场参观 业绩说明会 □路演活动 □其他 (请文字说明其他活动内容) 参与单位名称 具体名单详见附件，排名不分先后 时间 2025 年 10 月 31 日（星期五）下午 15:00-16:00 地点 线上会议：进门财经平台 上市公司接待人 员姓名 董事长：陈杰 董事、总裁：李天池 副总裁：岳超 副总裁：翟应斌 财务总监：杨秋平 董事会秘书：佟晓丹 投资者关系活动 主要内容介绍 一、公司董事会秘书介绍公司 2025 年三季报情况（概要） （一）经营情况 公司 2025 年前三季度业绩表现亮眼，营业收入与净利润均实 现高质量增长。前三季度实现营业收入 49.04 亿元，较上年同期增 长 15.05%；实现归属上市公司股东的净利润 12.63 亿元，较上年 同期增长 25.04%；实现归属于上市公司股东的扣除非经常性损益 的净利润(以下简称"扣非后净利润")11.63 亿元，同比增长 32.34%；与去年全年（9.26 ...

Core Viewpoint - Unisoc is a leading enterprise in the integrated circuit chip design sector in China, with a strong focus on chip design and sales, as well as the development and production of piezoelectric quartz crystal components and LED sapphire substrate materials [1] Group 1: Business Performance - In Q3 2025, Unisoc achieved a revenue of 4.904 billion yuan, ranking 10th in the industry out of 48 companies, surpassing the industry average of 2.912 billion yuan and the median of 1.156 billion yuan [2] - The net profit for the same period was 1.262 billion yuan, ranking 5th in the industry, exceeding the industry average of 348 million yuan and the median of 107 million yuan [2] - Revenue growth year-on-year was 15.05%, while net profit growth was 25.04%, driven by stable demand for special integrated circuits and improved cost control [6][7] Group 2: Financial Ratios - As of Q3 2025, Unisoc's asset-liability ratio was 27.02%, higher than the industry average of 24.46%, showing a slight increase from 26.84% in the same period last year [3] - The gross profit margin for the same period was 56.60%, significantly above the industry average of 36.52%, although it slightly decreased from 56.81% year-on-year [3] Group 3: Leadership and Shareholder Structure - The chairman, Chen Jie, aged 62, took office in October 2024, bringing extensive experience in chip research and management [4] - As of September 30, 2025, the number of A-share shareholders decreased by 0.53% to 182,400, with an average holding of 4,656.58 shares, an increase of 0.54% [5] Group 4: Future Outlook - Forecasts for net profit from 2025 to 2027 are 1.675 billion, 1.926 billion, and 2.613 billion yuan, with corresponding price-to-earnings ratios of 44, 39, and 28 times [6] - The company is expected to maintain a strong position in the FPGA and system-level chip markets, with growth opportunities in automotive electronics and eSIM sectors [7]

Core Viewpoint - The Integrated Circuit ETF (159546) opened at 1.930 yuan, experiencing a slight decline of 0.31% on October 31, 2023 [1] Group 1: ETF Performance - The performance of the Integrated Circuit ETF (159546) is benchmarked against the CSI All-Share Integrated Circuit Index return [1] - Since its establishment on October 11, 2023, the fund has achieved a return of 93.26%, while the return over the past month has been -3.63% [1] Group 2: Major Holdings - Key stocks within the Integrated Circuit ETF include: - SMIC (中芯国际) down 0.40% - Cambrian (寒武纪) down 0.99% - Haiguang Information (海光信息) down 0.08% - Lattice Technology (澜起科技) down 2.63% - GigaDevice (兆易创新) down 0.43% - Haowei Group (豪威集团) down 0.79% - Chipone (芯原股份) up 0.77% - JCET (长电科技) down 0.72% - Unisoc (紫光国微) down 0.15% - Tongfu Microelectronics (通富微电) down 2.06% [1]