格隆汇12月15日丨景嘉微(300474.SZ)公布，控股子公司无锡诚恒微电子有限公司（简称"诚恒微"）自主 研发的边端侧AI SoC 芯片CH37系列，目前已顺利完成流片、封装、回片及点亮等关键阶段工作。芯片 点亮后，经测试，其基本功能与核心性能指标（包括算力效率、模块协同及稳定性等）均已达到设计要 求，标志着该项目取得阶段性突破。后续，诚恒微将加快推进芯片的功耗优化与全面性能测试，确保产 品早日具备量产条件。 为积极响应国家推动高水平科技自立自强和自主可控的战略号召，公司和诚恒微正大力推动核心技术的 自主研发与产业化落地，集中优势资源，充分发挥协同效应，拓宽产品应用场景并拓展服务客户领域， 持续优化以"GPU+边端侧AISoC 芯片"为核心的产品矩阵，提升在智能算力领域的核心竞争力与市场影 响力。通过不断推进芯片迭代优化和生态体系建设，加快在具身智能、边缘计算等前沿场景的实际应 用，助力构建安全可控的国产化算力底座。诚恒微 AI SoC 芯片 CH37 系列的阶段性突破，将进一步丰 富公司及诚恒微产品线和核心技术储备，有利于增强公司核心竞争力，巩固公司在相关领域的市场竞争 力与市场占有率，对公司长期发展战 ...

智通财经APP讯，景嘉微(300474.SZ)公告，公司控股子公司无锡诚恒微电子有限公司(简称"诚恒微")自 主研发的边端侧AISoC芯片CH37系列，目前已顺利完成流片、封装、回片及点亮等关键阶段工作。芯 片点亮后，经测试，其基本功能与核心性能指标(包括算力效率、模块协同及稳定性等)均已达到设计要 求，标志着该项目取得阶段性突破。 后续，诚恒微将加快推进芯片的功耗优化与全面性能测试，确保产品早日具备量产条件。 ...

证券代码：300474 证券简称：景嘉微 公告编号：2025-058 长沙景嘉微电子股份有限公司 关于控股子公司边端侧 AI SoC 芯片 研发进展情况的公告 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： 长沙景嘉微电子股份有限公司（以下简称"公司"）控股子公司无锡诚恒微 电子有限公司（以下简称"诚恒微"）自主研发的边端侧 AI SoC 芯片 CH37 系 列，目前已顺利完成流片、封装、回片及点亮等关键阶段工作。芯片点亮后，经 测试，其基本功能与核心性能指标（包括算力效率、模块协同及稳定性等）均已 达到设计要求，标志着该项目取得阶段性突破。后续，诚恒微将加快推进芯片的 功耗优化与全面性能测试，确保产品早日具备量产条件。 该芯片尚未形成量产和对外销售，不会对公司当期业绩产生重大影响，对公 司未来业绩影响程度尚无法准确预测。同时，未来的市场需求、市场拓展及竞争 情况存在不确定性，敬请广大投资者注意投资风险。 一、边端侧 AI SoC 芯片 CH37 系列基本情况 诚恒微把握人工智能产业创新发展机遇，锚定边端侧算力引擎，专注提供高 端主控智算处理器 ...

格隆汇12月12日丨景嘉微(300474.SZ)在互动平台表示，公司暂未开展TPU相关业务，主要从事高可靠电 子产品的研发、生产和销售，产品主要涉及图形显控领域、小型专用化雷达领域、芯片领域等。 ...

Group 1 - The core point of the news is the significant rise in the stock price of domestic GPU company Moer Technology, which surpassed 800 yuan, leading to a market capitalization exceeding 400 billion yuan [1] - The artificial intelligence (AI) industry chain showed a mixed performance, with AI ETF (515070) holdings such as Jingjia Microelectronics rising over 3%, while other stocks like Xinyi Technology, Zhongke Xintu, and Xiechuang Data also performed well [1] - The National Space Administration has established a Commercial Space Administration and is promoting the launch of the first "Space Computing Power Experimental Satellite" within the year, aimed at alleviating energy consumption and heat dissipation bottlenecks of ground data centers, providing space-level computing power support for AI supercomputing [1] Group 2 - On December 8, the optical communication sector experienced a surge, with CPO, optical chips, and optical module indices each rising over 5% in a single day, driven by the increasing demand for high-speed data transmission for AI model training and inference [1] - Zhongyin Securities pointed out that the demand for AI computing power is extending from the ground to space, forming an "air-ground-space integrated" computing network with commercial space and optical communication, suggesting a three-year high prosperity cycle for optical modules, optical chips, and space computing infrastructure [1] - The AI ETF (515070) tracks the CS AI Theme Index (930713), selecting component stocks that provide technology, basic resources, and application end stocks for AI, focusing on the midstream and upstream of the AI industry chain, known as the "robot brain" creators and "ground" of the Internet of Everything [2]

AI芯片板块领跌，下跌1.56%，其中景嘉微下跌3.4%，寒武纪下跌3.36%，海光信息下跌3.34%，国科 微、云天励飞、瑞芯微跌超2%。（AI生成） AI芯片板块领跌，下跌1.56%，其中景嘉微下跌3.4%，寒武纪下跌3.36%，海光信息下跌3.34%，国科 微、云天励飞、瑞芯微跌超2%。（AI生成） ...

12月5日上午，A股三大指数集体下跌，上证指数盘中下跌0.13%，有色金属、国防军工、机械设备等板 块涨幅靠前，房地产、电子跌幅居前。芯片板块低迷，截至10点08分，芯片ETF（159995.SZ）下跌 0.95%，其成分股景嘉微下跌3.07%，海光信息下跌2.38%，华润微下跌2.14%。部分个股活跃，格科微 上涨0.76%，三安光电上涨0.68%。 资料显示，芯片ETF（159995）跟踪国证芯片指数，30只成分股集合A股芯片产业中材料、设备、设 计、制造、封装和测试等龙头企业，其中包括中芯国际、寒武纪、长电科技、北方华创等。 （文章来源：每日经济新闻） 消息方面，长鑫存储展示DDR5和LPDDR5X新品，DDR5系列最高速率达8000Mbps，最高颗粒容量 24Gb，覆盖服务器、工作站及个人电脑等全场景。LPDDR5X针对移动市场旗舰产品，最高速率 10667Mbps，最高颗粒容量16Gb；随着国产颗粒升级，下游模组厂随上游成熟逐步进入手机、服务器等 高端市场，迎产品升级机遇。 国信证券表示，看好存储国产化与价格回暖的增长机遇。在国产化与价格回暖推动下，认为存储向上趋 势不改。 ...

Group 1 - The GPU index experienced a decline of 2% during intraday trading on December 5 [1] - Among the constituent stocks, Jingjia Micro fell by 3.48%, Chipone decreased by 2.95%, Haiguang Information dropped by 2.78%, Loongson Technology declined by 2.18%, and Cambricon Technologies fell by 2.12% [1]

Core Viewpoint - The article discusses the performance of the ChiNext Artificial Intelligence ETF managed by Huaxia Fund Management, highlighting its recent market activity and returns since inception [1]. Group 1: ETF Performance - The ChiNext Artificial Intelligence ETF (159381) opened with a gain of 0.53%, priced at 1.695 yuan [1]. - Since its inception on March 14, 2025, the fund has achieved a return of 68.77%, with a monthly return of 3.20% [1]. Group 2: Top Holdings - Key stocks in the ETF include: - Zhongji Xuchuang, which opened up by 0.75% - Xinyi Sheng, which increased by 1.98% - Tianfu Communication, which rose by 3.14% - Xiechuang Data, which gained 0.55% - Ruantong Power, which went up by 0.87% - Allwinner Technology remained unchanged at 0.00% - Shenxinfu increased by 0.10% - Beijing Junzheng rose by 0.61% - Zhongke Chuangda increased by 0.31% - Jingjiawei decreased by 0.39% [1].

Core Viewpoint - The stock price of Jingjia Micro has experienced a decline of 22.10% this year, with recent trading showing a slight decrease, indicating potential challenges in the market [2]. Company Overview - Jingjia Microelectronics Co., Ltd. was established on April 5, 2006, and went public on March 31, 2016. The company is located in Changsha, Hunan Province, and specializes in the research, production, and sales of high-reliability military electronic products [2]. - The revenue composition of Jingjia Micro includes: 43.61% from graphics display control products, 33.12% from chip products, 15.71% from small specialized radar products, and 7.56% from other sources [2]. Financial Performance - For the period from January to September 2025, Jingjia Micro reported a revenue of 495 million yuan, representing a year-on-year growth of 12.14%. However, the net profit attributable to shareholders was a loss of 72.53 million yuan, a decrease of 403.81% compared to the previous year [2]. - Since its A-share listing, Jingjia Micro has distributed a total of 392 million yuan in dividends, with 141 million yuan distributed over the past three years [3]. Shareholder Information - As of September 30, 2025, the number of shareholders of Jingjia Micro was 98,200, a decrease of 0.90% from the previous period. The average number of circulating shares per person increased by 0.90% to 4,139 shares [2]. - Major institutional shareholders include E Fund's ChiNext ETF, holding 6.75 million shares (a decrease of 1.13 million shares), and Southern CSI 500 ETF, holding 4.56 million shares (a decrease of 96,200 shares) [3].