证券代码：300077 证券简称：国民技术 公告编号：2026-003 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 二、担保进展情况 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。 具体内容详见公司于2025年4月17日及 ...

证券代码：300077 证券简称：国民技术 公告编号：2026-001 二、董事会会议审议情况 经与会董事充分讨论，本次会议审议通过议案如下： 1、审议通过《关于与浦项未来签署〈增资协议〉之补充协议二的议案》 经与会董事审议，同意公司与浦项未来签署《〈增资协议〉之补充协议二》。 国民技术股份有限公司 第六届董事会第十五次会议决议公告 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、董事会会议召开情况 国民技术股份有限公司（以下简称"公司""国民技术"）第六届董事会第十 五次会议于 2026 年 1 月 16 日以通讯方式召开。会议通知于 2026 年 1 月 14 日以电 子邮件并电话通知的方式送达，本次应参加会议董事 7 人，实际参加会议董事 7 人。 本次会议由董事长孙迎彤先生主持，董事会秘书列席了本次会议。 本次会议的召集、召开符合《中华人民共和国公司法》和《公司章程》的有关 规定，会议决议合法、有效。 二〇二六年一月十六日 具体内容详见公司于同日在巨潮资讯网（http://www.cninfo.com.cn）刊登的《关 于与浦项未来签署〈增资协议〉 ...

证券代码：300077 证券简称：国民技术 公告编号：2026-002 国民技术股份有限公司 关于与浦项未来签署《〈增资协议〉之补充协议二》的公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有 虚假记载、误导性陈述或重大遗漏。 国民技术股份有限公司（以下简称"国民技术"、"公司"）于 2026 年 1 月 16 日 召开第六届董事会第十五次会议，审议通过《关于与浦项未来签署〈增资协议〉之 补充协议二的议案》，具体内容公告如下： 1、国民技术股份有限公司（"国民技术"） 2、POSCO FUTURE M Co., LTD（"浦项未来"） 一、交易概况 公司于 2021 年 11 月 10 日与 POSCO FUTURE M Co., LTD（原为 POSCO CHEMICAL CO., LTD，于 2023 年 3 月更名，以下简称"浦项未来"）、浙江华友钴 业股份有限公司（以下简称"华友钴业"）及公司控股子公司内蒙古斯诺新材料科技 有限公司（以下简称"内蒙古斯诺"）签署了《增资协议》，协议约定浦项未来以人 民币 141,176,471 元对内蒙古斯诺增资，取得内蒙古斯诺部分股权。 同时《增资 ...

Core Insights - The graphite anode materials industry in China is supported by national policies aimed at promoting new materials and electric vehicles, which are key application areas for graphite anodes [1][4]. Policy Overview - Since 2016, several policies have been introduced to encourage the development of graphite anode materials, including the "Light Industry Development Plan (2016-2020)" and "Guiding Opinions on Promoting the Development of the Energy Electronics Industry" [4]. - Key policies include export controls on graphite anode materials and related equipment, effective from November 2025, requiring exporters to obtain licenses [9]. National Policy Highlights - The "Lithium Battery Industry Norms (2024 Edition)" sets performance standards for anode materials, including a carbon (graphite) capacity of ≥340mAh/g and silicon-carbon capacity of ≥480mAh/g [8]. - The "Industry Structure Adjustment Guidance Catalog (2024 Edition)" categorizes key components of electric vehicles, such as anode materials, as encouraged projects, indicating government support [6]. Provincial Policy Highlights - Various provinces have included graphite anode materials in their "14th Five-Year Plan," outlining development goals and directions to enhance the industry chain [11][14]. - For instance, Shanxi aims to develop sodium-ion and lithium-ion battery products, while Zhejiang focuses on high-energy-density lithium-ion batteries [12][13]. Industry Development Goals - Provinces are setting specific targets for the graphite anode materials industry, including building industrial bases, enhancing product capabilities, and improving intelligent production levels [14].

Group 1 - The core viewpoint of the article highlights the competitive landscape and market dynamics of the graphite anode materials industry in China, emphasizing the leading companies and their market shares [1][5][15] - The leading companies in the graphite anode materials sector include Bettery, Sanyuan, and Puxin, with registered capital exceeding 1.5 billion yuan, indicating a strong competitive position [1][5] - The industry is characterized by a high concentration, with the top two companies accounting for nearly 40% of the shipment volume, and the top five companies exceeding 70% [10][15] Group 2 - In the first half of 2025, the shipment volume of artificial graphite anodes reached 1.17 million tons, representing 91.7% of total graphite anode shipments [5][7] - Sanyuan holds the highest market share in artificial graphite anode shipments at 21%, followed closely by Bettery [7][10] - The revenue scale for 2024 indicates that Bettery and Sanyuan both exceed 7 billion yuan, with Bettery's revenue at 10.69 billion yuan and Sanyuan's at 8.2 billion yuan [11][13] Group 3 - The geographical distribution of graphite anode manufacturers is primarily concentrated in Guangdong, Shanghai, and Zhejiang, with Guangdong hosting several key players [3][11] - The product layout shows that most companies focus on artificial graphite, while natural graphite is primarily produced by Bettery and Sanyuan [11][14] - The competitive state of the industry reveals that while there are many competitors, the majority of market share is controlled by leading companies, resulting in lower competition intensity among top firms compared to smaller ones [15][16]

Core Viewpoint - Shenzhen is emerging as a hub for semiconductor companies and R&D institutions, with several chip firms planning to list on the Hong Kong Stock Exchange to enhance financing and R&D capabilities, driven by national strategies supporting high-end chip industries [5][6]. Group 1: Industry Trends - A wave of capitalization in China's semiconductor industry is expected to begin in 2026, with Shenzhen leading the charge as a key city for chip design and manufacturing [5]. - Five Shenzhen-based chip companies, including Shangdingxin and Xihua Technology, submitted IPO applications to the Hong Kong Stock Exchange in December, aiming to broaden financing channels and strengthen R&D [5][6]. - The Hong Kong market is seen as a "super connector" for Chinese companies, providing access to a diverse range of investors and enhancing international capital participation [6][7]. Group 2: Company Developments - Zhongwei Semiconductor, a pioneer in microcontroller design, submitted its IPO application to the Hong Kong Stock Exchange, aiming to create a dual financing platform after its successful A-share listing [6]. - Yuntian Lifei Technology and Guomin Technology are also pursuing dual listings, with Guomin Technology transitioning from specialized market chips to high-end products like AI computing [7][8]. - Shangdingxin Technology, a power semiconductor supplier, reported fluctuating revenues and profits, heavily reliant on MOSFET products, which may hinder its growth [11][12]. Group 3: Financial Performance and Challenges - The semiconductor industry is characterized by high investment, risk, and long cycles, with companies like Muxi Technology experiencing rapid revenue growth but facing significant losses due to high R&D costs [9][10]. - Huada Beidou Technology, a provider of positioning services, has faced challenges with declining gross margins and increasing liabilities, despite a growing customer base [13].

Company Overview - Guomin Technology Co., Ltd. is a platform-based integrated circuit design company focused on providing control chips and system solutions for various smart terminals [5] - The company has a diverse product matrix covering key areas such as consumer electronics, industrial control, digital energy, smart home, automotive electronics, and medical electronics [5] - According to Zhaoshang Consulting, Guomin Technology ranks among the top five Chinese companies in the global platform-based microcontroller unit (MCU) market by revenue in 2024, and is among the top three in the global 32-bit MCU market [5][13] - The company has expanded its product offerings to include BMS chips and RF chips, which are expected to generate revenue starting in 2024 [5][6] Financial Performance - For the fiscal years 2022, 2023, and 2024, Guomin Technology reported revenues of approximately RMB 1.195 billion, RMB 1.037 billion, and RMB 1.168 billion, respectively [9] - The gross profit for the same periods was approximately RMB 426 million, RMB 18 million, and RMB 182 million, indicating a significant decline in profitability [10] - The company recorded a pre-tax loss of RMB 7.809 million in 2022, which increased to RMB 603.920 million in 2023 [12] Industry Overview - The global MCU market is projected to grow from USD 19.8 billion in 2019 to USD 29.9 billion by 2024, with a compound annual growth rate (CAGR) of 8.6% [13] - Emerging industries are expected to further expand the application range of MCUs, particularly in AI, robotics, and new energy sectors [16] - The Chinese MCU market has rapidly grown from RMB 36.8 billion in 2019 to an estimated RMB 63.3 billion in 2024, with a CAGR of 11.5% [17][20]

Company Overview - Guomin Technology Co., Ltd. (国民技术) is a platform-based integrated circuit design company focused on providing control chips and system solutions for various smart terminals [5] - The company has established a diverse product matrix with applications in consumer electronics, industrial control, digital energy, smart home, automotive electronics, and medical electronics [5] - According to Zhaosheng Consulting, Guomin Technology ranks among the top five Chinese companies in the global platform-based microcontroller unit (MCU) market by revenue in 2024, and is ranked first in the Chinese MCU market for embedded commercial encryption algorithm modules [5][12] Financial Performance - The company reported revenues of approximately RMB 1.195 billion, RMB 1.036 billion, RMB 1.168 billion, and RMB 958 million for the fiscal years 2022, 2023, 2024, and the nine months ending September 30, 2025, respectively [8] - Gross profits for the same periods were approximately RMB 426 million, RMB 18 million, RMB 182 million, and RMB 183 million [9] - The company has experienced fluctuations in gross profit margins, with margins of 35.6%, 1.7%, 15.6%, and 19.1% for the respective years [10] Industry Overview - The global MCU market is projected to grow from USD 19.8 billion in 2019 to USD 29.9 billion by 2024, with a compound annual growth rate (CAGR) of 8.6% [12] - Emerging industries are expected to further expand the application range of MCUs, with the global MCU market for edge AI applications anticipated to grow from USD 70 million in 2024 to USD 270 million by 2029, reflecting a CAGR of 31.0% [15] - The Chinese MCU market has rapidly developed from RMB 36.8 billion in 2019 to RMB 63.3 billion in 2024, with a CAGR of 11.5%, and is expected to continue growing at a CAGR of 12.0% to reach RMB 111.4 billion by 2029 [16][19]

Core Viewpoint - GuoMin Technology Co., Ltd. has submitted an application for listing on the Hong Kong Stock Exchange, with CITIC Securities as the sole sponsor [1]. Company Overview - GuoMin Technology is a platform-based integrated circuit design company focused on providing control chips and system solutions for various smart terminals. The company has achieved widespread application of its products in key areas such as consumer electronics, industrial control, digital energy, smart home, automotive electronics, and medical electronics [5]. - According to ZhiShi Consulting, GuoMin Technology ranks among the top five Chinese companies in the global platform-based microcontroller unit (MCU) market by revenue in 2024, and is among the top three in the global 32-bit MCU market. The company also holds the first position in the Chinese MCU market for embedded commercial encryption algorithm modules [5]. - Since its establishment in 2000, GuoMin Technology has transitioned from specialized market chips to general-purpose MCUs and high-end products like edge AI computing. In 2023, the company expanded its product range to include BMS chips and RF chips, which are expected to generate revenue starting in 2024 [5]. Financial Performance - The company reported revenues of approximately RMB 1.195 billion, RMB 1.036 billion, RMB 1.168 billion, and RMB 958 million for the fiscal years 2022, 2023, 2024, and the nine months ending September 30, 2025, respectively [9]. - The gross profit for the same periods was approximately RMB 426 million, RMB 18 million, RMB 182 million, and RMB 183 million [10]. - The company experienced a significant loss before tax of RMB 18.93 million in 2022, which increased to RMB 593.99 million in 2023, with a projected loss of RMB 255.72 million for 2024 [12]. Industry Overview - The global MCU market is expected to grow from USD 19.8 billion in 2019 to USD 29.9 billion by 2024, with a compound annual growth rate (CAGR) of 8.6%. The market is projected to continue growing at a CAGR of 9.9%, reaching USD 48 billion by 2029 [13]. - The Chinese MCU market has rapidly expanded from RMB 36.8 billion in 2019 to RMB 63.3 billion in 2024, with a CAGR of 11.5%. It is expected to maintain a rapid growth rate, reaching RMB 111.4 billion by 2029 at a CAGR of 12.0% [17]. - Emerging industries are expected to further expand the application range of MCUs, with the global MCU market for edge AI applications projected to grow from USD 70 million in 2024 to USD 270 million by 2029, reflecting a CAGR of 31.0% [16].

Group 1 - The core viewpoint of the article is that Guomin Technology Co., Ltd. has submitted an application for listing on the main board of the Hong Kong Stock Exchange, with CITIC Securities as its sole sponsor [1] Group 2 - Guomin Technology is a platform-based integrated circuit design company focused on providing control chips and system solutions for various smart terminals [5] - The company has achieved widespread application of its products in key areas such as consumer electronics, industrial control, digital energy, smart home, automotive electronics, and medical electronics, successfully building a diversified product matrix [5] - According to Zhaoshang Consulting, based on projected revenue for 2024, Guomin Technology ranks among the top five Chinese companies in the global platform-based microcontroller unit (MCU) market and is among the top three Chinese companies in the global 32-bit platform MCU market [5] - The company holds the first position in the Chinese MCU market for built-in commercial encryption algorithm modules, based on projected revenue for 2024 [5]