Core Viewpoint - Unigroup Guowei (002049.SZ) has successfully launched and mass-produced multiple eSIM products that comply with GSMA and domestic communication standards, positioning itself as the first chip manufacturer in China to achieve global commercial use of eSIM technology [1] Group 1 - The company has completed technical layout and product reserves specifically for the integration of "AI + 5G + eSIM" applications [1] - The company has made corresponding inventory preparations based on market demand forecasts [1]

Core Viewpoint - Unisoc (002049) has successfully launched and mass-produced multiple eSIM products that comply with GSMA and domestic communication standards, marking it as the first company in China to achieve global commercial use of eSIM technology [1] Group 1 - The company has completed technological layout and product reserves specifically for the new application scenarios of "AI + 5G + eSIM" integration [1] - The company has made corresponding inventory preparations based on market demand forecasts [1]

Core Viewpoint - The recent rebound in domestic computing power indicates that the previous surge is not the end of the "domestic computing power" market, but rather a period of capital adjustment to prepare for a healthier next round of growth [1] Group 1: Industry Developments - The industry is experiencing a period of active news with significant developments, including expectations for GPU orders from major internet companies, which is fostering positive sentiment [1] - The semiconductor sector is showing strong performance, with the National Semiconductor Chip Index rising by 3.22% and key stocks like Haiguang Information and Cambrian Technologies seeing substantial gains [2] Group 2: Company Initiatives - Cambrian Technologies has received approval for a capital increase from the China Securities Regulatory Commission, while Haiguang is advancing its acquisition of Shuguang and has announced a broad equity incentive plan [1] - Alibaba is making significant moves in the AI ecosystem, launching a high-end model with trillion parameters and signing strategic cooperation agreements, indicating optimistic expectations for AI in the coming year [1] Group 3: Market Performance - The semiconductor ETF has risen by 3.18%, reflecting the performance of companies in the semiconductor industry, with the latest price reported at 1.01 yuan [2] - The top ten weighted stocks in the National Semiconductor Chip Index account for 70.69% of the index, highlighting the concentration of market performance among leading companies [2]

Core Viewpoint - The launch of the iPhone Air, featuring eSIM technology, is expected to stimulate demand for new mobile devices and potentially trigger a wave of upgrades in the smartphone market [4][6]. Group 1: eSIM Technology Overview - eSIM, or embedded SIM, is a new generation SIM card standard that allows for remote configuration and management of mobile networks without the need for a physical SIM card slot [4]. - The introduction of eSIM in the iPhone Air is seen as a significant move that could lead to increased adoption of eSIM technology across the industry [4][5]. Group 2: Market Impact and Industry Response - The iPhone Air's adoption of eSIM technology is anticipated to drive domestic smartphone manufacturers to follow suit, potentially leading to a new wave of smartphone upgrades [4]. - Industry experts express caution, noting that the complexity of eSIM activation compared to traditional SIM cards may affect user acceptance [4][5]. Group 3: Current State of eSIM in China - Currently, China Unicom is the only supported operator for iPhone eSIM in mainland China, while China Mobile and China Telecom are preparing to launch their eSIM services [2][3]. - The domestic eSIM ecosystem has developed a complete supply chain, covering chips, modules, platforms, and operators, and is applicable in various sectors including consumer electronics and IoT [4][5]. Group 4: Company Developments in eSIM - Unisoc Microelectronics is a leading player in the domestic eSIM market, with solutions already in commercial use across multiple countries and supporting over 400 operators [6]. - Hengbao Co., Ltd. has reported that its eSIM technology covers consumer electronics and IoT devices, aligning with global eSIM standards [6]. - Chutianlong Co., Ltd. is enhancing its eSIM product line and service capabilities to expand its domestic and international business [7].

Core Viewpoint - Unisoc Microelectronics has shown a mixed performance in stock trading, with a year-to-date increase of 23.34% but a recent decline of 3.41% over the last five trading days [1] Group 1: Stock Performance - As of September 3, Unisoc Microelectronics' stock price rose by 2.05% to 79.14 CNY per share, with a trading volume of 3.26 billion CNY and a turnover rate of 0.49%, resulting in a total market capitalization of 67.239 billion CNY [1] - The stock has experienced a year-to-date increase of 23.34%, a decline of 3.41% over the last five trading days, a rise of 2.91% over the last 20 days, and an increase of 25.65% over the last 60 days [1] Group 2: Financial Performance - For the first half of 2025, Unisoc Microelectronics reported a revenue of 3.047 billion CNY, representing a year-on-year growth of 6.07%, while the net profit attributable to shareholders decreased by 6.18% to 692 million CNY [2] Group 3: Shareholder Information - As of August 29, the number of shareholders for Unisoc Microelectronics reached 191,500, an increase of 24.17% from the previous period, with an average of 4,436 circulating shares per person, a decrease of 19.47% [2] - The company has distributed a total of 1.419 billion CNY in dividends since its A-share listing, with 750 million CNY distributed in the last three years [3] Group 4: Institutional Holdings - As of June 30, 2025, the top ten circulating shareholders of Unisoc Microelectronics include Hong Kong Central Clearing Limited as the third-largest shareholder with 16.7943 million shares, and several ETFs such as Huatai-PB CSI 300 ETF and Huaxia National Semiconductor Chip ETF, which have increased their holdings [3]

Company Overview - Unisoc Microelectronics Co., Ltd. is located in Yutian County, Tangshan City, Hebei Province, and was established on September 17, 2001. The company went public on June 6, 2005. Its main business includes integrated circuit chip design and sales, development, production, and sales of piezoelectric quartz crystal components, and production and sales of LED sapphire substrate materials [1]. Business Composition - The revenue composition of Unisoc is as follows: special integrated circuits account for 48.20%, smart security chips 45.78%, quartz crystal frequency devices 4.96%, and others 1.06% [1]. Stock Performance - On September 4, Unisoc's stock fell by 5.06%, closing at 72.01 CNY per share, with a trading volume of 2.357 billion CNY and a turnover rate of 3.73%. The total market capitalization is 61.181 billion CNY [1]. Fund Holdings - According to data from the top ten heavy stocks of funds, one fund under CITIC Prudential holds a significant position in Unisoc. The CITIC Prudential CSI Information Security Index (LOF) A (165523) reduced its holdings by 16,100 shares in the second quarter, now holding 224,100 shares, which accounts for 4.65% of the fund's net value, making it the second-largest heavy stock [2]. Fund Performance - The CITIC Prudential CSI Information Security Index (LOF) A (165523) was established on January 1, 2021, with a current scale of 220 million CNY. Year-to-date, it has achieved a return of 15.61%, ranking 2791 out of 4222 in its category. Over the past year, it has returned 66.17%, ranking 1040 out of 3789. Since its inception, it has incurred a loss of 43.26% [2]. Fund Management - The fund manager of CITIC Prudential CSI Information Security Index (LOF) A (165523) is Huang Zhi, who has been in the position for 7 years and 44 days. The total asset scale of the fund is 3.01 billion CNY, with the best return during his tenure being 59.93% and the worst being -15.15% [3].

| 证券代码：002049 | 证券简称：紫光国微 | 公告编号：2025-083 | | --- | --- | --- | | 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 关于参加 2025 年河北辖区上市公司投资者网上集体接待日暨 2025 年半年报集体业绩说明会的公告 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 (http://rs.p5w.net)，或关注微信公众号：全景财经，或下载全景路演 APP， 参与本次互动交流，活动时间为 2025 年 9 月 15 日（星期一）15:00-17:00。 届时公司董事和高级管理人员将通过网络在线文字交流的形式，就公司 2025 年半年度业绩、公司治理、发展战略、经营状况、可持续发展等投资者所 关心的问题，与投资者深入交流，欢迎广大投资者踊跃参与！ 特此公告。 紫光国芯微电子股份有限公司董事会 2025 年 9 月 9 日 1 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。 为进一步提升信息披露的有效性和针对性，切实维护投资者知情权，提振投 资者信心， ...

Group 1 - The company, Unisoc, stated on September 3 that it will maintain a strong investment in research and development in the first half of 2025 [2] - The company has achieved 26 invention patents and 6 utility model patents [2] - The core technologies and key products of the company will continue to iterate [2]

Group 1 - The core viewpoint of the article is that Unigroup Guowei is expanding its special integrated circuit business into new application scenarios such as commercial aerospace, building on its traditional business foundation [2]

Group 1 - Since August, the A-share market has seen a significant increase in public fund research activity, with 163 public institutions participating in company research, covering 771 companies across 30 industries, and a total of 8,338 research instances, representing a month-on-month increase of 144.73% [1] Group 2 - The pharmaceutical and biotechnology sector was the most researched, with a total of 1,373 research instances covering 100 stocks, making it the highest focus area for public institutions in August; the electronics sector followed with 1,312 research instances covering 108 stocks [2] - Key companies in the pharmaceutical sector, such as Mindray Medical (300760), BeiGene, and Aibo Medical, were frequently researched, with a focus on innovative drug development, medical equipment updates, and the impact of centralized procurement policies [2] Group 3 - In the electronics sector, companies like Crystal Optoelectronics (002273), Unisoc (002049), and Industrial Fulian (601138) were core focuses due to their advancements in optical components and smart terminal manufacturing [2] - In the telecommunications sector, Tianfu Communication (300394) was the most researched company with 87 instances, focusing on the expansion of high-speed optical module capacity and the commercialization of silicon photonics technology [3] Group 4 - Public fund research activities showed a significant head effect, with 134 out of 163 participating institutions conducting more than 10 research instances, indicating a concentration of interest among top institutions [4] - Notable institutions included Bosera Fund with 200 research instances, followed by Harvest Fund (177 instances), Huaxia Fund (149 instances), and Guotai Fund (147 instances) [4] Group 5 - Research in August indicated a clear policy direction, with the pharmaceutical sector's rising interest linked to policy implementation, focusing on equipment updates and accelerated approval of innovative drugs [4] - The electronics sector maintained interest in cutting-edge fields such as optical technology and AI chips, despite a slight decrease in total research instances [4] - Increased research frequency in the machinery and power equipment sectors suggests institutional attention on inventory cycles bottoming out and a recovery in capital expenditure [4]