证券代码：300077 证券简称：国民技术 公告编号：2025-037 国民技术股份有限公司 关于为子公司提供担保的进展公告 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。 特别风险提示： 本次担保生效后，国民技术股份有限公司（以下简称"公司"、"国民技术"） 及控股子公司提供担保总额超过公司最近一期经审计净资产100%，公司为资产 负债率超过70%的单位担保金额超过公司最近一期经审计净资产50%，前述担保 均为公司对合并报表范围内子公司的担保及合并报表范围内子公司之间提供的 担保，敬请投资者充分关注担保风险。 一、担保情况概述 公司分别于2025年4月16日召开第六届董事会第六次会议、于2025年5月7日 召开公司2024年度股东大会，审议通过了《关于2025年为子公司提供担保额度预 计的议案》，同意为全资子公司国民科技（深圳）有限公司（以下简称"国民科 技"）融资提供新增不超过人民币10,000万元的连带责任担保额度。担保额度有 效期至2025年度股东大会召开之日，担保额度范围内可以循环滚动使用。 二、担保进展情况 具体内容详见公司于2025年4月17日及 ...

Group 1 - The A-share market saw a surge in digital currency concept stocks, with Hengbao Co., Ltd. hitting the daily limit, and Xinyuan Co., Ltd. rising nearly 9% [1] - Other notable gainers included Xiongdi Technology with over 7% increase, and companies like StarNet Ruijie, Cuiwei Co., Ltd., and Sifang Chuangxin all rising over 6% [1] - The overall market performance indicates a positive trend in the digital currency sector, as evidenced by the MACD golden cross signal formation [2] Group 2 - Hengbao Co., Ltd. had a price increase of 10% with a total market capitalization of 15.8 billion [2] - Xinyuan Co., Ltd. increased by 8.91% with a market cap of 56.6 billion, while Xiongdi Technology rose by 7.26% with a market cap of 5.595 billion [2] - Other companies such as StarNet Ruijie and Sifang Chuangxin also showed significant year-to-date gains of 62.22% and 151.78% respectively [2]

Core Viewpoint - Guomin Technology has submitted an application for listing on the Hong Kong Stock Exchange, with CITIC Securities as the sole sponsor. The company operates in the integrated circuit and lithium battery materials sectors, with both business segments expected to contribute approximately 47% of revenue in 2024 [2][3]. Group 1: Business Overview - Guomin Technology is a platform-based integrated circuit design company that provides high-security, high-reliability, and high-integration control chips and system solutions for various smart terminals. The company also develops lithium battery anode materials, creating a synergistic dual business model of "integrated circuits + new energy materials" [3][7]. - In the integrated circuit sector, the company focuses on four product lines: general-purpose MCUs, specialized market chips, RF chips, and BMS. It ranks among the top five Chinese companies in the global platform MCU market and is the leading company in the Chinese MCU market with built-in commercial encryption algorithm modules [7]. - The lithium battery anode materials business includes independent research, production, and sales of products such as artificial graphite and graphitization processing services, widely used in electric vehicles, energy storage systems, and portable devices [7]. Group 2: Financial Performance - Guomin Technology has experienced steady revenue growth in recent years but has faced continuous losses. In 2024, the company achieved revenue of 1.17 billion yuan, a year-on-year increase of 12.6%, while incurring a loss of 256 million yuan, although the loss narrowed compared to the previous year [12]. - The company reported a revenue of 304 million yuan in the first quarter of 2025, representing a year-on-year growth of 31.87%, with a net loss of approximately 21.38 million yuan [12]. - The company's gross profit margin has been unstable, with figures of 35.6%, 1.7%, and 15.6% from 2022 to 2024. The significant drop in 2023 was attributed to oversupply in the market leading to price declines and inventory write-downs [12]. - Research and administrative expenses are substantial, accounting for 16% and 13.9% of revenue in 2024, respectively. The company has reported a net cash outflow from operating activities for three consecutive years, with a cash and cash equivalents balance of 362 million yuan and short-term borrowings of 837 million yuan at the end of the period [12]. Group 3: Shareholding Structure - The prospectus indicates that Guomin Technology does not have a controlling shareholder or actual controller. Prior to the Hong Kong listing, the largest single shareholder is Sun Yingtong, holding 2.65% of the shares [13][16].

Core Viewpoint - Chip stocks experienced a rebound in the afternoon, with several major stocks seeing significant gains, indicating a positive trend in the semiconductor sector [1] Group 1: Stock Performance - Companies such as Cambricon, Taiji, Shengke Communication, Huahong Group, and Jingfeng Mingyuan all saw their stock prices rise by over 5% [1] - Other companies including SMIC, Aishi Chuang, Guoxin Technology, Shengbang Technology, and Guomin Technology also followed suit with notable increases [1]

Group 1 - The EDR concept sector experienced a decline of 2.47%, ranking among the top declines in the concept sectors, with companies like Bomin Electronics, Guomin Technology, and Allwinner Technology leading the losses [1] - The top gainers in today's concept sectors included Low-E Glass with a rise of 4.24% and Silicon Energy with an increase of 4.19%, while the EDR concept was among the notable decliners [1] - The EDR concept sector saw a net outflow of 960 million yuan, with 17 stocks experiencing net outflows, and 6 stocks seeing outflows exceeding 50 million yuan, led by Allwinner Technology with a net outflow of 236 million yuan [1] Group 2 - The stocks with the highest net outflows in the EDR concept included Allwinner Technology (-3.97%), Bomin Electronics (-8.78%), and 360 Security Technology (-1.77%), with significant outflows recorded [2] - The net inflows in the EDR concept were observed in Tianrongxin and Weidi Co., with net inflows of 10.60 million yuan and 0.64 million yuan respectively [2] - The trading activity in the EDR concept stocks showed varying turnover rates, with Bomin Electronics having a turnover rate of 21.90% and Allwinner Technology at 4.59% [1][2]

Group 1 - The core point of the article is that Guomin Technology Co., Ltd. has submitted a listing application to the Hong Kong Stock Exchange [1] Group 2 - The submission of the listing application indicates the company's intention to raise capital through public markets [1] - This move may reflect the company's growth strategy and potential expansion plans [1] - The listing could provide the company with increased visibility and credibility in the market [1]

Core Viewpoint - Guomin Technology Co., Ltd. (国民技术) has submitted its prospectus for listing on the Hong Kong Stock Exchange, with CITIC Securities as the sole sponsor. The company is a platform-based integrated circuit design firm focused on providing high-security, high-reliability, and highly integrated control chips and system solutions for various smart terminals [1][3]. Company Overview - Guomin Technology is ranked among the top five Chinese companies in the global platform MCU market by revenue in 2024, and it ranks first in the Chinese MCU market with built-in commercial encryption algorithm modules [3]. - The company was established in March 2000 and is located in Shenzhen, Guangdong Province, with a registered capital of approximately 580 million RMB [5]. Financial Performance - The company's revenue for 2022, 2023, and 2024 is approximately 1.195 billion RMB, 1.037 billion RMB, and 1.168 billion RMB, respectively. The gross profit for the same years is approximately 426 million RMB, 18 million RMB, and 182 million RMB, while the net losses are approximately 18.93 million RMB, 594 million RMB, and 256 million RMB [4][6]. - Adjusted net profits (losses) according to non-IFRS measures for 2022, 2023, and 2024 are approximately 119 million RMB, -591 million RMB, and -192 million RMB, respectively, primarily due to the impact of share-based payments [7]. Product Sales and Market Trends - The sales volume of chip products increased from 136 million units in 2022 to 190 million units in 2023, and is expected to reach 341 million units in 2024. However, revenue from chip products decreased by 8.96% in 2023 to approximately 417 million RMB, with a projected increase of 33.22% in 2024 to about 556 million RMB [8]. - The sales volume of artificial graphite products increased from 14,000 tons in 2022 to 19,600 tons in 2023, and is expected to reach 26,500 tons in 2024, attributed to customer trust in the company's quality products [8]. Market Outlook - The global MCU market is projected to grow from approximately 29.9 billion USD in 2024 to about 48 billion USD by 2029, with a compound annual growth rate (CAGR) of 9.9% [3].

Core Viewpoint - Nations Technologies Inc. (国民技术) has submitted its prospectus to the Hong Kong Stock Exchange for a proposed listing on the main board, aiming to leverage its position in the integrated circuit design and lithium battery anode materials sectors [3]. Business Overview - Founded in 2000, Nations Technologies is a platform-based integrated circuit design company that provides high-security, high-reliability, and high-integration control chips and system solutions for various smart terminals across key sectors including consumer electronics, industrial control, digital energy, smart home, automotive electronics, and medical electronics [6]. - The company also develops lithium battery anode materials, forming a dual business model of "integrated circuits + new energy materials" [6][8]. Market Position - According to Zhaoshang Consulting, Nations Technologies ranks among the top five Chinese companies in the global platform MCU market by revenue in 2024, and is among the top three in the global 32-bit platform MCU market [7]. - The company holds the number one position in the Chinese MCU market for built-in commercial encryption algorithm modules and maintains a leading position in niche markets such as energy storage BMS and smart home control [7]. Financial Performance - Nations Technologies reported revenues of RMB 1.19 billion, RMB 1.04 billion, and RMB 1.17 billion for the years 2022, 2023, and 2024, respectively, with corresponding net losses of RMB 0.19 billion, RMB 0.59 billion, and RMB 0.26 billion [15][16]. - The revenue breakdown for 2024 shows that chip sales accounted for 47.6% of total revenue, while sales of lithium battery anode materials and graphite processing services contributed 47.1% [9]. Shareholder Structure - Prior to the IPO, the largest shareholder of Nations Technologies is Mr. Sun Yingtong, holding 2.65% of the shares, while other A-share shareholders collectively hold 97.35% [10]. Management Team - The board of directors consists of seven members, including three executive directors: Mr. Sun Yingtong (Chairman and General Manager), Mr. Kan Yulun (Deputy General Manager), and Ms. Ye Yantao (Deputy General Manager and Board Secretary) [12][14].

Core Viewpoint - GuoMin Technology has officially submitted an application for overseas listing of shares on the Hong Kong Stock Exchange, aiming to list H-shares on the main board [1] Company Overview - GuoMin Technology is a platform-based integrated circuit design company that provides high-security control chips and system solutions for smart terminals [1] - The company's products are widely used in various fields including consumer electronics, industrial control, digital energy, smart home, automotive electronics, and medical electronics [1] - Since its establishment in 2000, the company has expanded its product line from specialized market chips to general-purpose MCUs and high-end products like edge AI computing [1] Market Position - According to Zhaoshang Consulting, GuoMin Technology ranks among the top five Chinese companies in the global platform MCU market based on 2024 revenue [1] - In the global 32-bit platform MCU market, the company is among the top three Chinese enterprises [1] - GuoMin Technology holds the leading position in the Chinese MCU market for embedded commercial encryption algorithm modules [1] Technological Advancements - The company achieved mass production of general-purpose MCU products based on 40nm eFlash process in 2019 [1] - GuoMin Technology leverages core technologies such as multi-core heterogeneous architecture, AI algorithm support, encryption modules, and power consumption control to implement products in edge intelligence, energy storage control, and humanoid robots [1] Business Diversification - In addition to its chip business, GuoMin Technology is simultaneously developing lithium battery anode materials, forming a dual-main business layout of "integrated circuits + new energy materials" [2] - The lithium battery anode materials business focuses on artificial graphite and explores various technological routes including silicon-carbon and hard carbon, with applications in new energy vehicles, energy storage systems, and portable devices [2] Market Growth - The global MCU market is expected to grow from approximately $29.9 billion in 2024 to about $48 billion by 2029 [2] - The company's listing in Hong Kong aims to expand international financing channels, accelerate the construction of a domestic and international dual circulation pattern, and promote overseas strategic layout [2]

证券代码：300077 证券简称：国民技术 公告编号：2025-036 鉴于本次发行上市的认购对象仅限于符合相关条件的境外投资者及依据中 国相关法律法规有权进行境外证券投资的境内合格投资者，公司将不会在境内证 券交易所的网站和符合境内监管机构规定条件的媒体上刊登该申请资料，但为使 境内投资者及时了解该等申请资料披露的本次发行以及公司的其他相关信息，现 提供该申请资料在香港联交所网站的查询链接供查阅： 中文版本： https://www1.hkexnews.hk/app/sehk/2025/107482/documents/sehk25062601980 _c.pdf 英文版本 国民技术股份有限公司 关于向香港联交所递交境外上市股份（H股）发行上市申请 并刊发申请资料的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性 陈述或者重大遗漏， 并对其内容的真实性、 准确性和完整性承担法律责任。 国民技术股份有限公司（以下简称"公司"）已于2025年6月26日向香港联 合交易所有限公司（以下简称"香港联交所"）递交了发行境外上市股份（H股） 并在香港联交所主板挂牌上市（以下简称"本次发行上市"）的申 ...