Company Summary - Neusoft Carrier (SZ 300183) announced on September 28 that its wholly-owned subsidiary, Shanghai Neusoft Carrier Microelectronics Co., Ltd., has recently obtained an invention patent titled "Dead Zone Compensation Method and Device, Storage Medium, Terminal Equipment" from the National Intellectual Property Administration [1] - For the first half of 2025, Neusoft Carrier's revenue composition is 100% from software and integrated circuits [1] - As of the report date, Neusoft Carrier has a market capitalization of 8 billion yuan [1]

证券代码：300183 证券简称：东软载波 公告编号：2025-053 青岛东软载波科技股份有限公司 关于全资子公司取得发明专利证书的公告 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。 青岛东软载波科技股份有限公司（以下简称"公司"）全资子公司上海东软载 波微电子有限公司于近日取得一项发明专利，并取得了国家知识产权局颁发的相 关专利证书，具体情况如下： 证书号：第 8299897 号 发明名称：死区补偿方法及装置、存储介质、终端设备 专利号：ZL 2022 1 0550609.0 专利类型：发明专利 专利权人：上海东软载波微电子有限公司;青岛海尔洗衣机有限公司 授权公告日：2025 年 9 月 26 日 授权公告号：CN 114785110 B 专利简介：本发明公开了一种死区补偿方法及装置、存储介质、终端设备， 所述死区补偿方法包括：获取电机的实时负载；当所述实时负载达到预设负载时， 获取输入所述电机的各个相电流，计算各个相电流的第一相位，并确定各个相电 流的第一相位所处的目标扇区；或者，当所述实时负载未达到所述预设负载时， 获取所述电机的转子电压的两相电压 ...

Group 1: New Investment Model and Industry Development - Qingdao Jiaozhou has established a new investment model focusing on "chain leaders" to accelerate the gathering of innovative enterprises in the industrial chain [2] - The "chain leader" effect is evident with companies like Zhongchu Steel Super attracting over 200 steel trading enterprises and Shandong High-speed's supply chain project leading to investments from six logistics financial companies [2] - Jiaozhou is promoting the upgrade of its innovative industrial system, focusing on sectors like smart home appliances, new energy, and green food, leading to the emergence of industry benchmarks and the expansion of industrial clusters [2] Group 2: Digital Transformation in Enterprises - Over 600 enterprises in Jiaozhou have achieved digital transformation, enhancing production efficiency and innovating business models [4] - Haier's air conditioning interconnected factory has transitioned to a "make-to-order" production model, utilizing big data and generative AI for optimization across the entire value chain [3] - The "Gongfu Shanghe" comprehensive empowerment platform has been established to support enterprises in adopting advanced technologies like 5G and smart manufacturing [3] Group 3: Industrial Ecosystem Development - The Kaos Industrial Internet Ecological Park in Jiaozhou is set to produce 26 million high-end home appliances annually, with a current refrigerator production capacity of 4.2 million units [5] - Jiaozhou has attracted 19 upstream and downstream enterprises in the smart home appliance industry, with a total investment of 14.66 billion yuan [6] - The establishment of the Jiaozhou green food industry chain has seen nearly 70 related enterprises, producing over 40 product categories [6] Group 4: New Energy Industry Growth - Jiaozhou is fostering the integration of production, education, and research in the new energy sector, with companies like Qingdao Proton Power Technology developing modular SOEC systems for hydrogen production [7][8] - The city is enhancing its new energy industry framework, led by companies like Qingdao Tianneng Heavy Industry and Huijin Tong, focusing on wind power, smart grid equipment, and energy storage [9] - Jiaozhou aims to accelerate the development of five key industrial clusters, including smart home appliances and new energy, through increased R&D investment and optimized industrial layout [9]

Core Insights - On September 24, Dongsoft Carrier's stock rose by 6.20%, with a trading volume of 473 million yuan [1] - The company reported a financing buy-in of 63.49 million yuan and a net financing buy of 2.41 million yuan on the same day [1] - As of September 24, the total financing and securities lending balance for Dongsoft Carrier was 370 million yuan [1] Financing Summary - On September 24, Dongsoft Carrier had a financing buy-in of 63.49 million yuan, with a current financing balance of 368 million yuan, representing 4.38% of its market capitalization [1] - The financing balance is above the 80th percentile of the past year, indicating a high level of financing activity [1] - In terms of securities lending, 1,000 shares were repaid while 3,900 shares were sold, with a total selling amount of 70,800 yuan [1] Company Performance - As of September 19, the number of shareholders for Dongsoft Carrier increased by 1.28% to 36,700, while the average circulating shares per person decreased by 1.27% to 11,077 shares [2] - For the first half of 2025, the company reported a revenue of 504 million yuan, a year-on-year decrease of 9.46%, and a net profit attributable to shareholders of 13.52 million yuan, down 76.36% year-on-year [2] Dividend and Shareholding Information - Since its A-share listing, Dongsoft Carrier has distributed a total of 1.268 billion yuan in dividends, with 162 million yuan distributed in the last three years [3] - As of June 30, 2025, Hong Kong Central Clearing Limited was the eighth largest circulating shareholder, holding 3.6718 million shares, a decrease of 297,700 shares from the previous period [3]

Core Viewpoint - The collaboration between the company and Alibaba focuses on the authorization of RISC-V architecture CPU by Alibaba's Damo Academy, with the company developing microcontroller chips to jointly advance the RISC-V ecosystem [1] Group 1 - The partnership emphasizes the development of RISC-V architecture, which is gaining traction in the semiconductor industry [1] - The company is actively involved in the research and development of microcontroller chips, indicating a commitment to innovation in this area [1] - The collaboration aims to enhance the RISC-V ecosystem, which could lead to broader adoption and application of RISC-V technology in various sectors [1]

Core Viewpoint - Neusoft Carrier (300183) clarified that it focuses on developing and selling power line carrier communication and wireless communication chips that meet national and international standards, specifically for State Grid, Southern Power Grid, and overseas markets, and does not provide programmable logic controller chips [1] Group 1 - The company distinguishes between two meanings of PLC: power line carrier communication and programmable logic controller [1] - The company only develops and sells a complete range of power line carrier communication/wireless communication chips [1] - The target markets for the company's products include State Grid, Southern Power Grid, and international markets [1]

Market Overview - The Shanghai Composite Index closed at 3853.44 points, above the annual line, with a gain of 0.83% [1] - The total trading volume of A-shares reached 1,894.457 billion yuan [1] Stocks Breaking Annual Line - A total of 153 A-shares have surpassed the annual line today, with notable stocks including Yunnan City Investment, Maiwei Co., and Dongsoft Zhaibo, showing significant deviation rates of 7.64%, 7.27%, and 5.57% respectively [1] - Stocks with smaller deviation rates that have just crossed the annual line include Jiuyuan Yinhai, Jida Communication, and Shanghai Jiubai [1] Top Stocks by Deviation Rate - Yunnan City Investment (600239) reported a daily increase of 10.16% with a deviation rate of 7.64% [1] - Maiwei Co. (300751) saw an 8.63% increase and a deviation rate of 7.27% [1] - Dongsoft Zhaibo (300183) increased by 5.91% with a deviation rate of 5.57% [1] Additional Notable Stocks - Nanjing Public Utilities (000421) increased by 5.03% with a deviation rate of 4.79% [1] - Suzhou High-tech (600736) rose by 4.86% with a deviation rate of 4.69% [1] - Other stocks with notable performance include Shunyu Co. (301519) and Leshi Xin (688631) with increases of 5.40% and 6.79% respectively [1]

Group 1 - The core viewpoint of the news highlights the strong performance of Alibaba-related stocks in the A-share market, driven by Alibaba's significant investment in AI infrastructure [1] - Alibaba's CEO announced a plan to invest 380 billion in AI infrastructure, indicating a substantial increase in computing power and energy consumption in the coming years [1] - By 2032, Alibaba Cloud's global data center energy consumption is expected to increase tenfold compared to 2022, marking a significant shift towards the ASI era [1] Group 2 - Several stocks, including Hangzhou Steel, Zhongdian Xindong, and Shibei Gaoxin, reached their daily limit up, showcasing a strong market reaction [2] - Notable stock performances include NetEase Software rising by over 7%, and companies like Dongsoft Group and iFlytek increasing by over 6% [2] - The overall market sentiment is positive, as indicated by the MACD golden cross signal formation, suggesting a bullish trend for these stocks [2]

Core Points - The Shanghai Composite Index closed at 3845.91 points, above the annual line, with a gain of 0.63% [1] - The total trading volume of A-shares reached 1,420.282 billion yuan [1] - A total of 131 A-shares have surpassed the annual line, with notable stocks showing significant deviation rates [1] Summary by Category Stock Performance - The stocks with the highest deviation rates from the annual line include: - Maiwei Co., Ltd. (300751) with a deviation rate of 8.90% and a daily increase of 10.29% [1] - Yunnan City Investment (600239) with a deviation rate of 7.64% and a daily increase of 10.16% [1] - Dongsoft Zhaibo (300183) with a deviation rate of 6.03% and a daily increase of 6.38% [1] Trading Activity - The trading turnover rates for the top stocks include: - Maiwei Co., Ltd. at 4.74% [1] - Yunnan City Investment at 4.25% [1] - Dongsoft Zhaibo at 4.67% [1] Additional Notable Stocks - Other stocks that have recently crossed the annual line with lower deviation rates include: - Nanjing Public Utilities (000421) with a deviation rate of 4.63% [1] - Suzhou High-tech (600736) with a deviation rate of 4.52% [1] - Fuguang Co., Ltd. (688010) with a deviation rate of 4.06% [1]

（记者 胡玲） 每经AI快讯，有投资者在投资者互动平台提问：公司在2025年光亚展上推出的PLC-AIoT智能照明解决 方案及AI智能调试技术备受关注。该解决方案目前的商业化进展如何？已落地哪些重点项目？预计该 业务对公司未来营收的贡献比例将达到多少？ 东软载波（300183.SZ）9月24日在投资者互动平台表示，目前该智能照明解决方案已有多个客户在测 试，项目落地还需要时间。 ...