| 证券代码：002049 | 证券简称：紫光国微 公告编号：2025-046 | | --- | --- | | 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 关于实施权益分派期间"国微转债"暂停转股的公告 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。 特别提示： 紫光国芯微电子股份有限公司（以下简称"公司"）将于近日实施 2024 年 年度权益分派，根据《紫光国芯微电子股份有限公司公开发行可转换公司债券募 集说明书》中"转股价格的调整方式及计算公式"（详见附件）条款的约定及《深 圳证券交易所上市公司自律监管指南第 1 号——业务办理》等相关规定，自 2025 年 6 月 18 日起至本次权益分派股权登记日止，公司可转换公司债券（债券代码： 127038，债券简称：国微转债）将暂停转股，本次权益分派股权登记日后的第一 个交易日起恢复转股。 在上述期间，公司可转换公司债券正常交易，敬请公司可转换公司债券持有 人注意。 特此公告。 增发新股或配股：P1=（P0+A×k）/（1+k）； 上述两项同时进行：P1=（P0+A×k）/ ...

| 证券代码：002049 | 证券简称：紫光国微 | 公告编号：2025-045 | | --- | --- | --- | | 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 关于担保事项的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、担保情况概述 紫光国芯微电子股份有限公司（以下简称"公司"）于 2025 年 4 月 21 日召开 的第八届董事会第二十二次会议和 2025 年 5 月 13 日召开的 2024 年度股东会审议 通过了《关于 2025 年度向银行申请综合授信额度暨有关担保事项的议案》，同意公 司及下属全资公司根据资金需求，于 2025 年度向银行申请总额度不超过人民币 435,000.00 万元的综合授信；同时，在上述授信下，公司或子公司唐山国芯晶源电 子有限公司（以下简称"唐山国芯晶源"）拟为全资公司国芯晶源（岳阳）电子有限 公司（以下简称"国芯晶源（岳阳）"）提供不超过人民币 20,000.00 万元的担保。 具体内容详见公司分别于 2025 年 4 月 23 日和 2025 年 5 ...

Core Viewpoint - The MCU market is experiencing intense competition and price wars, leading to a significant decline in prices and profit margins for domestic manufacturers, with a shift from "import MCU to domestic replacement" to "domestic replacement of domestic" becoming prevalent [3][4][5]. Group 1: Changes in MCU Market - The MCU market has seen a drastic price drop, with 8-bit MCUs now available for just a few cents, and 32-bit MCUs also entering aggressive price competition [3][4]. - Domestic manufacturers initially adopted a "price for volume" strategy, but now end customers are pushing prices down further due to their own cost-cutting pressures [4][5]. - The market is characterized by oversupply, with many companies competing fiercely, leading to a situation where even minimal profits are considered a relief [4][11]. Group 2: Market Demand and Recovery - Despite a slight decrease in inventory levels, the overall demand for MCUs has not shown significant signs of recovery, with many companies still facing declining revenues [14][15]. - The first quarter of 2025 saw many domestic MCU companies report negative growth, indicating that the market is still far from a full recovery [11][13]. - Analysts suggest that the recovery of the MCU market may be delayed until the second half of the year, depending on broader economic conditions [15][16]. Group 3: Competitive Landscape - The competition is not only based on price but also on service and payment terms, with companies extending payment periods to attract customers [8][11]. - New entrants in the MCU market are rapidly increasing competition, with some companies achieving significant technological advancements and cost reductions [5][10]. - Major domestic players like Zhaoyi Innovation are launching new products aimed at redefining the entry-level MCU market, emphasizing high cost-performance ratios [10][11]. Group 4: Financial Performance of Companies - A report indicated that 18 out of 19 domestic MCU companies experienced revenue growth, but many still faced net losses, highlighting a divide in performance within the industry [11][12]. - Companies like Guoxin Technology and Unisoc reported significant revenue declines, with some experiencing over 50% drops in revenue [11][12]. - The overall profitability of many MCU companies is under pressure, with several reporting return on equity (ROE) below the industry average [11][12].

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]

Core Viewpoint - The company has approved a share repurchase plan to buy back its own A-shares using its own funds, with the aim of using the repurchased shares for employee stock ownership plans or equity incentives [1][2]. Group 1: Share Repurchase Plan - The company will repurchase shares at a price not exceeding RMB 103.39 per share [1]. - The total amount allocated for the repurchase is between RMB 100 million and RMB 200 million [1]. - The implementation period for the repurchase is within 12 months from the board's approval date [1]. Group 2: Progress of Share Repurchase - As of May 31, 2025, the company has not yet repurchased any shares through the designated securities account [1]. - The company will disclose the progress of the share repurchase on a monthly basis during the repurchase period [1]. Group 3: Future Actions - The company plans to implement the repurchase based on market conditions within the specified timeframe [2]. - The company will fulfill its information disclosure obligations in accordance with relevant laws and regulations [2].

| 证券代码：002049 | 证券简称：紫光国微 | 公告编号：2025-044 | | --- | --- | --- | | 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 关于以集中竞价交易方式回购公司股份的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或者重大遗漏。 一、回购公司股份的进展情况 截至2025年5月31日，公司暂未通过回购专用证券账户回购公司股份。 二、其他说明 公司后续将根据市场情况在回购期限内实施回购方案，并按照相关法律、法规、 规章和规范性文件的规定及时履行信息披露义务。敬请广大投资者注意投资风险。 特此公告。 紫光国芯微电子股份有限公司董事会 2025 年 6 月 4 日 紫光国芯微电子股份有限公司（以下简称"公司"）于2025年4月21日召开第八 届董事会第二十二次会议，审议通过《关于以集中竞价交易方式回购公司股份方案 的议案》，同意公司使用自有资金以集中竞价交易方式回购部分公司发行的人民币 普通股（A股）股份，回购的股份全部用于股权激励或员工持股计划。本次回购价格 不超过人民币103.39元 ...

Summary of Key Points Core Viewpoint - The announcement details the interest payment for the convertible bond "Guo Wei Convertible Bond" (国微转债) issued by Unisoc Microelectronics Co., Ltd. for the period from June 10, 2024, to June 9, 2025, with a total interest of RMB 15.00 per bond [1][5]. Group 1: Bond Details - The bond is named "Guo Wei Convertible Bond" with the code 127038, and a total issuance of 1,500 million yuan (15 million bonds) [2]. - The bond was listed on the Shenzhen Stock Exchange on July 14, 2021, and has a maturity period from June 10, 2021, to June 10, 2027 [2]. - The interest rates for the bond are structured as follows: 0.20% for the first year, 0.40% for the second year, 0.60% for the third year, 1.50% for the fourth year, 1.80% for the fifth year, and 2.00% for the sixth year [2][4]. Group 2: Interest Payment Information - The interest payment for the current period is RMB 15.00 per bond, which is inclusive of tax [5][6]. - The interest payment date is set for June 10, 2025, with the record date for bondholders being June 9, 2025 [7][8]. - The company will not withhold taxes for certain foreign investors, while individual investors will have a 20% tax rate applied to their interest income [6][8]. Group 3: Credit Rating - The bond has been rated AA+ by China Chengxin International Credit Rating Co., Ltd., and this rating has been maintained in subsequent reports [4][5].

| 证券代码：002049 | 证券简称：紫光国微 | 公告编号：2025-043 | | --- | --- | --- | | 债券代码：127038 | 债券简称：国微转债 | | 7．下一付息期起息日：2025 年 6 月 10 日。 紫光国芯微电子股份有限公司（以下简称"公司"）于 2021 年 6 月 10 日公 开发行了 1,500 万张可转换公司债券（债券简称：国微转债，债券代码：127038）， 根据《紫光国芯微电子股份有限公司公开发行可转换公司债券募集说明书》（以 下简称《募集说明书》）和《紫光国芯微电子股份有限公司公开发行可转换公司 债券上市公告书》（以下简称《上市公告书》）等有关条款的规定，在"国微转 债"的计息期限内，每年付息一次，现将"国微转债"2024 年 6 月 10 日至 2025 年 6 月 9 日期间的付息事项公告如下： 紫光国芯微电子股份有限公司 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。 可转换公司债券 2025 年付息公告 特别提示： 1."国微转债"将于 2025 年 6 月 10 日按面值支付第四年利息，每 ...

金融界5月30日消息，上证指数低开低走，中证京津冀协同发展主题指数 (CS京津冀，930701)下跌 0.85%，报1357.53点，成交额177.32亿元。 数据统计显示，中证京津冀协同发展主题指数近一个月上涨1.02%，近三个月下跌3.95%，年至今下跌 1.41%。 从指数持仓来看，中证京津冀协同发展主题指数十大权重分别为：凯莱英（3.82%）、唐山港 （3.39%）、鸿远电子（3.34%）、天津港（3.21%）、圣邦股份（3.04%）、北方华创（2.99%）、三一 重工（2.93%）、万通发展（2.93%）、紫光国微（2.9%）、九安医疗（2.89%）。 从中证京津冀协同发展主题指数持仓的市场板块来看，深圳证券交易所占比52.51%、上海证券交易所 占比47.49%。 从中证京津冀协同发展主题指数持仓样本的行业来看，信息技术占比28.65%、工业占比27.43%、医药 卫生占比22.57%、原材料占比11.26%、房地产占比10.09%。 资料显示，指数样本每季度调整一次，样本调整实施时间分别为每年3月、6月、9月和12月的第二个星 期五的下一交易日。每次调整的样本比例一般不超过20%。权重因子随样本 ...

Event Overview - The 2025 MWC Shanghai Mobile Communication Conference will be held from June 18 to 20, 2025, serving as a key platform for showcasing the latest developments and strategies in the mobile industry in China and the Asia-Pacific region [1] - MWC is one of the largest and most influential exhibitions in the global mobile communication field, featuring leading companies, experts, government departments, and decision-makers [1] Key Themes and Agenda - The conference will focus on four main themes: Artificial Intelligence+, 5G Integration, Empowering Connectivity, and Industry Connectivity, with industry leaders delivering keynote speeches [1] - A detailed agenda includes various summits and sessions, such as the IoT Summit and Open Gateway Summit, scheduled throughout the event [2] Industry Growth Projections - According to the GSMA's report on the mobile economy in the Asia-Pacific region, the mobile industry is expected to contribute over $1 trillion by 2030, with growth rates in the region anticipated to exceed the global average due to the accelerated application of 5G technology [3] Historical Performance of Leading Companies - ZTE Corporation announced ten innovative products and solutions related to 5G-A during the MWC 2024, experiencing a continuous rise in stock prices before and during the conference [4] Participating Companies - Notable speakers at the conference will include executives from major companies such as Meige Intelligent, Unisoc, ZTE, China Mobile, and China Unicom, among others [6]