资料显示，湖南国科微电子股份有限公司位于湖南省长沙经济技术开发区泉塘街道东十路南段9号，成 立日期2008年9月24日，上市日期2017年7月12日，公司主营业务涉及视频解码、视频编码、固态存储、 物联网等芯片的研发和销售。主营业务收入构成为：集成电路100.00%。 国科微所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：算力概念、人工智能、边缘 计算、汽车芯片、物联网等。 10月21日，国科微盘中上涨2.11%，截至09:53，报90.65元/股，成交7149.17万元，换手率0.38%，总市 值196.84亿元。 资金流向方面，主力资金净流入187.73万元，特大单买入0.00元，占比0.00%，卖出245.41万元，占比 3.43%；大单买入1672.04万元，占比23.39%，卖出1238.90万元，占比17.33%。 国科微今年以来股价涨36.41%，近5个交易日涨0.02%，近20日跌0.38%，近60日涨11.47%。 分红方面，国科微A股上市后累计派现3.71亿元。近三年，累计派现1.95亿元。 机构持仓方面，截止2025年6月30日，国科微十大流通股东中，香港中央结算有限公司位 ...

10月20日，国科微盘中上涨2.05%，截至09:35，报90.22元/股，成交5426.07万元，换手率0.29%，总市 值195.90亿元。 资金流向方面，主力资金净流入588.05万元，特大单买入231.50万元，占比4.27%，卖出0.00元，占比 0.00%；大单买入852.12万元，占比15.70%，卖出495.57万元，占比9.13%。 机构持仓方面，截止2025年6月30日，国科微十大流通股东中，香港中央结算有限公司位居第五大流通 股东，持股404.73万股，相比上期减少282.46万股。国联安中证全指半导体产品与设备ETF联接A （007300）位居第十大流通股东，持股161.03万股，为新进股东。 责任编辑：小浪快报 国科微今年以来股价涨35.77%，近5个交易日跌1.46%，近20日跌2.58%，近60日涨9.21%。 截至9月10日，国科微股东户数3.30万，较上期减少2.94%；人均流通股6373股，较上期增加3.03%。 2025年1月-6月，国科微实现营业收入7.41亿元，同比减少12.86%；归母净利润2012.27万元，同比减少 25.02%。 分红方面，国科微A股上市后累计 ...

10月9日，国科微盘中上涨2.25%，截至10:49，报98.77元/股，成交4.55亿元，换手率2.22%，总市值 214.47亿元。 资金流向方面，主力资金净流出1732.50万元，特大单买入2113.00万元，占比4.65%，卖出5503.28万 元，占比12.10%；大单买入1.42亿元，占比31.17%，卖出1.25亿元，占比27.53%。 资料显示，湖南国科微电子股份有限公司位于湖南省长沙经济技术开发区泉塘街道东十路南段9号，成 立日期2008年9月24日，上市日期2017年7月12日，公司主营业务涉及视频解码、视频编码、固态存储、 物联网等芯片的研发和销售。主营业务收入构成为：集成电路100.00%。 国科微今年以来股价涨48.63%，近5个交易日涨2.10%，近20日涨15.45%，近60日涨20.73%。 截至9月10日，国科微股东户数3.30万，较上期减少2.94%；人均流通股6373股，较上期增加3.03%。 2025年1月-6月，国科微实现营业收入7.41亿元，同比减少12.86%；归母净利润2012.27万元，同比减少 25.02%。 责任编辑：小浪快报 国科微所属申万行业为：电子- ...

Core Viewpoint - High-tech enterprises play an irreplaceable role in fostering and expanding new productive forces, with over 60% of A-share market comprised of such companies [1]. Group 1: High-tech Enterprises Overview - A total of 130 high-tech companies identified as "technology-leading companies" based on research reports from 62 brokerage firms, focusing on technology strength and secondary market performance [1]. - Among these, several companies are expected to break monopolies or focus on key industries, including Yirui Technology, Lite-On Optoelectronics, and Changyang Technology [1]. Group 2: Shareholder Changes and Profit Forecasts - Out of the 130 companies, 11 have seen a decrease in shareholder numbers compared to the end of Q2, with 4 companies experiencing a decline of over 10% [1]. - Among the companies with concentrated shareholding, only 5 are predicted to have a net profit growth exceeding 10% in 2025 and 2026 [2]. Group 3: Performance Metrics of Leading Companies - Notable companies and their performance include: - Shengyi Technology: 131.34% increase, leading in high-end products [3]. - Rilian Technology: 105.74% increase, benefiting from domestic substitution and structural growth [3]. - Jizhi Technology: 82.65% increase, breaking foreign monopolies in high-end fields [3]. - Yirui Technology: 70.95% increase, a one-stop supplier for X-ray imaging equipment [3]. - Changyang Technology: 58.23% increase, leading in domestic CPI film and global reflective film [3]. - Guokai Micro: 45.29% increase, aiming to break overseas filter monopolies [3]. - Dike Digital: 22.03% increase, set to become Huawei's top partner in the government sector [3]. - United Imaging Healthcare: 20.09% increase, breaking the medical imaging monopoly [3]. - Caite Optoelectronics: 10.18% increase, leading in domestic OLED materials [3]. - Zhongke Technology: 6.87% increase, breaking foreign monopolies in core equipment [3]. Group 4: Shareholder Metrics and Profit Growth - Companies with significant shareholder changes and their performance include: - Yisuo Technology: 12.15% decrease in shareholder numbers, 189.44% increase in stock price [6]. - Dike Digital: 11.78% decrease, 22.03% increase in stock price [6]. - Beida Pharmaceutical: 9.04% decrease, 24.29% increase in stock price [6]. - Northern Navigation: 5.15% decrease, 53.13% increase in stock price [6]. - Langxin Group: 40.28% increase in shareholder numbers, 61.89% increase in stock price [6].

湖南国科微电子股份有限公司 证券代码：300672 证券简称：国科微 公告编号：2025-064 1 关于发行股份及支付现金购买资产并募集配套资金 暨关联交易事项的进展公告 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、误导性陈述或者重大遗漏。 重要风险提示： 1、湖南国科微电子股份有限公司（以下简称"公司"）于 2025 年 6 月 6 日披露的《湖南国科微电子股份有限公司发行股份及支付现金购买资产并募集 配套资金暨关联交易预案》（以下简称"重组预案"）及其摘要中已对本次交 易涉及的有关风险因素及尚需履行的审批程序进行了详细说明，提请广大投资 者关注后续进展公告并注意投资风险。 2、截至本公告披露日，除重组预案中披露的有关风险因素外，公司尚未发 现可能导致公司董事会或者交易对方撤销、中止本次交易或者对本次交易方案 作出实质性变更的相关事项，本次交易相关工作正在全力、有序推进中。公司 将根据相关事项的进展情况，及时履行信息披露义务。 一、本次交易概述 公司拟通过发行股份及支付现金的方式向宁波甬芯集成电路股权投资有限 公司等11名交易对方购买其合计持有的中芯集成电路（宁波）有限公司9 ...

1.【国科微旗下黑光AOV视觉处理芯片GK7206V1系列量产上市】近日，国科微旗下普惠型黑光 AOV视觉处理芯片GK7206V1系列量产上市，成功进入传统安防与消费类电子头部企业供应链体 系。GK7206V1系列芯片自今年7月发布以来，两个月的时间，已实现规模量产。(财联社） 2. 【万里扬首款新能源两挡自动变速器2EDA45试制成功】据万里扬消息，近日，万里扬首款新能源 两挡自动变速器2EDA45顺利完成试制。公司表示，这一成果为解决新能源商用车续航与重载难题提 供有效方案，推动电驱动技术从简单直驱迈向高效精细化传动。（腾讯网）） 3.【首个湖北实验室孵化器揭牌，打通集成电路产业全链条】9月22日，在光谷青桐汇Ultra CPO与 先进封装专场活动上，江城集成电路超级孵化器揭牌，将为集成电路领域创新团队提供概念验证、设 备验证、研发中试等关键环节的全链条技术服务，大幅缩短从研发到量产的时间。据了解，这是湖北 省首个依托湖北实验室——江城实验室建设的孵化器。 (湖北日报) 4.【SK海力士启动1b DRAM试验生产线】SK海力士已在其位于清州的M15X工厂启动了一条试验生 产线，该生产线将生产1b DRAM ...

人民财讯9月23日电，国科微（300672）9月23日在机构调研时表示，公司推出的车载AI系列芯片主要 应用在前装智能摄像头、行车记录仪、流媒体电子后视镜、电子外后视镜、摄像头监控系统、驾驶员疲 劳监测系统、座舱监控系统、前视ADAS一体机等产品上，公司2025年上半年推出新一代满足AEC- Q100Grade2的车载AI芯片已回片并点亮，AEC-Q100的相关验证正在进行中，目前在积极推广。公司将 持续研发新的产品，计划三年内形成200万至800万、算力从低到高的全系列车载AI芯片。 ...

Core Viewpoint - The company Guokewai (300672.SZ) has launched a series of automotive AI chips aimed at various applications in smart cameras, driving recorders, and monitoring systems, with plans for future product development and validation [1] Group 1: Product Applications - The automotive AI chips are primarily used in front-mounted smart cameras, driving recorders, streaming electronic rearview mirrors, electronic side mirrors, camera monitoring systems, driver fatigue monitoring systems, cabin monitoring systems, and front-view ADAS integrated machines [1] Group 2: Future Developments - The company plans to release a new generation of automotive AI chips that meet AEC-Q100 Grade 2 standards in the first half of 2025, with current validation processes underway [1] - The company aims to develop a full range of automotive AI chips with computing power varying from low to high, targeting production of 2 million to 8 million units within three years [1]

Group 1: Company Overview and AI SoC Development - The company focuses on "ALL IN AI" strategy, emphasizing the development of AI SoC based on self-developed MLPU technology [2][3] - AI SoC product lineup includes 8TOPS, 16TOPS, and pre-research 64TOPS-128TOPS chips, targeting AIoT, AIPC, industrial computing, and robotics applications [2][3] Group 2: Automotive Electronics - The company has invested in R&D for automotive AI chips and SerDes chips, with applications in smart cameras, driving recorders, and ADAS systems [3][4] - A new generation of automotive AI chips meeting AEC-Q100 Grade2 standards has been launched, with plans to develop a full range of automotive AI chips with computing power from low to high within three years [3][4] Group 3: Wi-Fi Product Development - The IoT chip sales revenue reached 12,814.71 million yuan in the first half of 2025, a year-on-year increase of 251.37%, accounting for 17.28% of total revenue [4][5] - The company is developing Wi-Fi6 2T2R and Combo chips, with plans for Wi-Fi7 research, aiming for comprehensive domestic replacement in wireless LAN chips [5] Group 4: M&A Progress and Shareholder Protection - The company is actively progressing with the M&A transaction, including audits and evaluations, with plans for further board discussions [6][7] - Measures to protect minority shareholders include a three-year lock-up period for the transaction counterparties and restrictions on share reduction [7]

Core Insights - Guokewi's subsidiary has successfully launched the GK7206V1 series of visual processing chips, which have entered the supply chain of leading companies in traditional security and consumer electronics [1] Company Summary - The GK7206V1 series chips were released in July 2023 and have achieved mass production within two months [1]