证券代码：300078 证券简称：思创智联 公告编号：2026-005 思创智联科技股份有限公司 2025 年度业绩预告 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。 预计的业绩：预计净利润为负值。 | 目 | | 本报告期 | 上年同期 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 项 | | | 重组前 | 重组后 | | | | | 归属于上市公司 股东的净利润 | 亏损：4,124.57 | 万元—8,249.15 万元 | 亏损：50,150.98 | | 万元 | 亏损：10,023.41 | 万元 | | 扣除非经常性损 益后的净利润 | 亏损：11,801.28 | 万元—21,925.85 | 万元 亏损：44,156.90 | | 万元 | 亏损：5,254.36 | 万元 | 注 1：以上表格中的"万元"均指人民币万元。 注 2：本报告期内，思创智联科技股份有限公司（以下简称"公司"）已完 成重大资产重组，将持有的子公司医惠科技有限公司（以下简称"医惠科技"） ...

Industry Overview - RFID (Radio Frequency Identification) is experiencing a golden development period driven by both scenario expansion and technological upgrades, with a global market size expected to exceed 160 billion yuan by 2025, maintaining an annual growth rate of over 14%, and China's market growing even faster at over 20% [1][2] - The core bottleneck is the insufficient supply of specialized chips, with a domestic high-end chip localization rate of only 40%, and ultra-high frequency tag chips still reliant on imports [1][2] - The competitive landscape is intensifying, with AI empowerment becoming a key differentiator; leading companies are building barriers through vertical integration and technological innovation [1][2] Core Listed Companies Analysis 1. **$Yuan Wang Gu (002161) - RFID Absolute Leader** - Core advantage: The first RFID listed company in China, with over 50% market share in railway vehicle number recognition systems and deep layouts in retail, library, and logistics sectors [1][2] - Latest development: Plans to raise 691 million yuan for RFID production lines, chip process upgrades, and AIoT innovation centers, enhancing capabilities in large storage, encryption, high sensitivity, and wide temperature range chips [1][2] - Financial performance: Expected gross margin of 41.51% in 2024 (up 2.17 percentage points year-on-year), with a low net margin and still in loss after deducting non-recurring items; AI integration is anticipated to unlock value reassessment [3][4] 2. **$Fudan Microelectronics (688385) - Chip Design Leader** - Core advantage: Leading in RFID chip design in China, with rapid growth in security and identification chip businesses; antenna etching process reduces PET substrate waste below industry average [3][4] - Market position: Competing with international giants in the ultra-high frequency tag chip market, with product performance close to brands like NXP [3][4] - Technical highlights: Chip process transitioning from 90nm to 65nm, with power consumption reduced by over 40% and storage capacity increased by 50% [3][4] 3. **$Sichuan Medical (300078) - Smart Medical Segment Leader** - Core advantage: Leading in medical RFID solutions, embedding electronic tags in medical consumables and smart shelves, serving international clients like ZARA [3][4] - Growth logic: Accelerated medical informationization and smart hospital construction are driving the implementation of high-value RFID application scenarios [3][4] 4. **Other Key Enterprises** - **Dongxin Peace (002017)**: Focused on smart cards/RFID tags with a production capacity of 1.5 billion pieces, strong advantages in ticket management and anti-counterfeiting traceability [3][4] - **Aerospace Information (600271)**: Engaged in tax informationization and RFID, holding a 5.8% market share in ticket management with a vertically integrated layout [3][4] - **Xiamen Xinda (000701)**: Involved in RFID and supply chain, with a stock price increase of 5.9% in the last 30 days and a 1.66% rise since 2026 [3][4] Investment Logic and Key Insights 1. **Four Major Investment Themes** - **Chip Localization**: Shortage of specialized chips, supported by policies and technological breakthroughs driving import substitution, benefiting companies like Fudan Microelectronics and Yuan Wang Gu [2][3] - **AIoT Integration**: AI empowerment enhances RFID data processing capabilities, benefiting Yuan Wang Gu (AI innovation center) and Sichuan Medical [2][3] - **Scenario Expansion**: Retail digitalization, Industry 4.0, and smart medical needs are expected to explode, benefiting Yuan Wang Gu, Sichuan Medical, and Dongxin Peace [2][3] - **Vertical Integration**: Full industry chain layout reduces costs and enhances risk resistance, benefiting Yuan Wang Gu and Aerospace Information [2][3] 2. **Key Technical Breakthroughs** - Core function upgrades include large storage capacity (to address data volume surges), data encryption (for privacy protection), high sensitivity (to improve recognition accuracy), and wide temperature range operation (to adapt to industrial/outdoor scenarios) [2][3] - Cost reduction path: Scale production has reduced the unit cost of UHF tags to 0.21-0.25 yuan, which is 30% lower than the industry average [2][3] - AI integration direction: Combining RFID data with machine learning to achieve smart inventory management and predictive maintenance, among other value-added services [4] Focused Analysis - Yuan Wang Gu stands out as the industry leader with benefits from capital increase, expansion, and AI empowerment, with stable cash flow from the railway market supporting transformation and growth opportunities in consumer IoT [4] - Fudan Microelectronics showcases strong chip design capabilities, benefiting from domestic substitution; Sichuan Medical operates in a high-growth medical niche with significant earnings elasticity [4] - Configuration strategy: Short-term focus on the progress of capital increase and AI project advancement; long-term layout on the dual dividends of scenario expansion and chip localization, while avoiding low-value enterprises engaged in pure price competition [4]

格隆汇1月19日丨思创医惠(300078.SZ)公布，本次公司变更证券简称事项已经深圳证券交易所审核无异 议，自2026年1月20日起，公司证券简称由"思创医惠"变更为"思创智联（维权）"，证券代 码"300078"保持不变。 ...

北京商报讯1月19日晚间，思创医惠（300078）发布公告称，公司的中文名称已由"思创医惠科技股份有 限公司"变更为"思创智联科技股份有限公司"，公司的证券简称由"思创医惠"变更为"思创智联"，启用 时间为1月20日。 （文章来源：北京商报） ...

智通财经APP讯，思创医惠(300078.SZ)公告，公司的中文名称已由"思创医惠科技股份有限公司"变更 为"思创智联科技股份有限公司"，英文名称保持不变。公司的证券简称由"思创医惠"变更为"思创智 联"，启用时间为2026年1月20日。 ...

思创医惠（300078）(300078.SZ)公告，公司的中文名称已由"思创医惠科技股份有限公司"变更为"思创 智联科技股份有限公司"，英文名称保持不变。公司的证券简称由"思创医惠"变更为"思创智联"，启用 时间为2026年1月20日。 ...

证券代码：300078 证券简称：思创医惠 公告编号：2026-004 思创医惠科技股份有限公司 关于变更公司名称、证券简称暨完成工商登记变更的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假 记载、误导性陈述或重大遗漏。 重要内容提示： 1、思创医惠科技股份有限公司（以下简称"公司"）的中文名称已由"思 创医惠科技股份有限公司"变更为"思创智联科技股份有限公司"，英文名称保 持不变，仍为"HANGZHOU CENTURY CO.,LTD"。 2、公司的证券简称由"思创医惠"变更为"思创智联"，启用时间为 2026 年 1 月 20 日。 3、公司证券代码"300078"保持不变。 一、公司名称、证券简称变更的说明 | 变更事项 | 变更前 | 变更后 | | --- | --- | --- | | 公司名称 | 思创医惠科技股份有限公司 | 思创智联科技股份有限公司 | | 英文名称 | HANGZHOU CENTURY CO.,LTD（不变） | | | 证券简称 | 思创医惠 | 思创智联 | | 证券代码 | 300078（不变） | | 二、公司名称、证券简称变更的原因说明 ...

证券代码：300078 证券简称：思创医惠 公告编号：2026-003 思创医惠科技股份有限公司 关于重新签署《股份转让协议》《表决权委托协议》构成管理层收购 暨公司控制权拟发生变更和权益变动的进展公告 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、基本情况概述 思创医惠科技股份有限公司（以下简称"公司""本公司"）第一大股东路 楠先生与公司董事兼总经理魏乃绪先生控制的企业苍南芯盛企业管理合伙企业 （有限合伙）（以下简称"苍南芯盛"）于 2025 年 11 月 15 日签署了《股份转 让协议》，约定路楠先生拟通过协议转让的方式将其所直接持有的本公司共计 62,739,500 股的股份（占公司总股本的 5.61%）转让给苍南芯盛（以下简称"本 次股份转让"）。同日，公司股东苍南县思加物联智能合伙企业（有限合伙）（以 下简称"思加物联"）与苍南芯盛及其实际控制人魏乃绪先生共同签署了《表决 权委托协议》，约定在协议有效期内，思加物联不可撤销地将持有的本公司 63,890,185 股（占总股本 5.72%）股份以及上述股份因配股、送股、转增股本等 而增加的股份对 ...

（文章来源：证券日报） 证券日报网讯 1月15日，思创医惠发布公告称，公司2026年第一次临时股东会审议通过《关于拟变更公 司名称、证券简称暨修订的议案》。 ...

证券代码：300078 证券简称：思创医惠 公告编号：2026-002 思创医惠科技股份有限公司 2026 年第一次临时股东会决议公告 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。 1、本次股东会未出现否决议案的情形。 2、本次股东会未涉及变更以往股东会已通过的决议。 一、会议召开情况 1、现场会议召开时间：2026 年 1 月 15 日（星期四）15:00 2、网络投票时间： 通过深圳证券交易所交易系统进行网络投票的具体时间为：2026 年 1 月 15 日 9:15-9:25，9:30-11:30，13:00-15:00； 通过深圳证券交易所互联网投票系统投票的具体时间为：2026 年 1 月 15 日 9:15 至 15:00 期间的任意时间。 特别提示： 6、会议主持人：公司董事长魏乃绪先生因有其他安排，无法现场出席并主 持会议，经公司过半数以上董事共同推举，由董事王万元先生主持本次股东会。 7、会议召开的合法、合规性：本次股东会的召集、召开及表决程序符合《中 华人民共和国公司法》等法律、行政法规、部门性规章、规范性文件以及《公司 章程》的有关规定。 ...