Core Points - Hunan Guoke Microelectronics Co., Ltd. will participate in the "2025 Hunan Listed Companies Investor Online Collective Reception Day and Semi-Annual Performance Briefing" to enhance interaction with investors [1][2] - The event will be held online on September 19, 2025, from 14:00 to 17:00, allowing investors to engage with company executives regarding performance, governance, development strategy, operational status, and equity incentives [1][2] - Investors can participate through the "Panorama Roadshow" website, WeChat public account, or by downloading the Panorama Roadshow APP [1]

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。 为进一步加强与投资者的互动交流，湖南国科微电子股份有限公司（以下简 称"公司"）将参加由湖南证监局、湖南省上市公司协会与深圳市全景网络有限公 司联合举办的"资本聚三湘 楚光耀新程——2025 年湖南辖区上市公司投资者网 上集体接待日暨半年度业绩说明会"活动，现将相关事项公告如下： 本次活动将采用网络远程的方式举行，投资者可登录"全景路演"网站 （https://rs.p5w.net），或关注微信公众号：全景财经，或下载全景路演 APP，参 与本次互动交流，活动时间为 2025 年 9 月 19 日（星期五）14:00-17:00。届时公 司高管将在线就公司业绩、公司治理、发展战略、经营状况、股权激励等投资者 关心的问题，与投资者进行沟通与交流，欢迎广大投资者踊跃参与！ 证券代码：300672 证券简称：国科微 公告编号：2025-063 湖南国科微电子股份有限公司 关于参加 2025 年湖南辖区上市公司投资者网上集体接待日 暨半年度业绩说明会活动的公告 特此公告。 湖南国科微电子股份有限公司董事会 2025 年 ...

证券代码：300672 证券简称：国科微 公告编号：2025-062 湖南国科微电子股份有限公司 关于股东股份质押的公告 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假 记载、误导性陈述或重大遗漏。 2、股东股份累计质押情况 | | | | 本次质押 | 本次质押 | | 占公 | 已质押股份情况 | | 未质押股份情况 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 持股数量 | 持股 | 前质押股 | 后质押股 | 占其所 | 司当 | 已质押 | 占已 | 未质押股 | 占未质 | | | | | | | 持股份 | 前总 | 股份限 | 质押 | | | | 名称 | （股） | 比例 | 份数量 | 份数量 | 比例 | 股本 | 售数量 | 股份 | 份限售数 | 押股份 | | | | | （股） | （股） | | | | | 量（股） | 比例 | | | | | | | | 比例 | （股） | 比例 | | | | 国科 | 39,035,306 | 17.9 ...

Group 1 - The stock of Guoke Microelectronics (国科微) rose by 4.78% on September 10, closing at 86.60 yuan, with a significant block trade of 283,000 shares amounting to 24.5078 million yuan [1] - The first transaction was executed at a price of 86.60 yuan for 283,000 shares, with a premium rate of 0.00%, indicating that both the buyer and seller were institutional investors [1] - Over the past three months, Guoke Microelectronics has recorded a total of 7 block trades, with a cumulative transaction value of 214 million yuan [1] Group 2 - In the last five trading days, the stock has increased by 1.23%, with a net inflow of 80.1101 million yuan from major funds [1]

Market Overview - The semiconductor sector increased by 1.44% on September 10, with Xin Henghui leading the gains [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Top Gainers in Semiconductor Sector - Xin Henghui (301678) closed at 89.70, up 14.19% with a trading volume of 137,700 shares and a transaction value of 1.175 billion [1] - Dagang Co., Ltd. (002077) closed at 17.62, up 9.99% with a trading volume of 646,600 shares and a transaction value of 1.115 billion [1] - Lanke Technology (688008) closed at 114.10, up 5.70% with a trading volume of 585,500 shares and a transaction value of 666.7 million [1] Top Losers in Semiconductor Sector - Liandong Technology (301369) closed at 78.27, down 4.50% with a trading volume of 19,900 shares and a transaction value of 159 million [2] - Jingsheng Technology (688478) closed at 36.45, down 4.00% with a trading volume of 39,300 shares and a transaction value of 145 million [2] - Canray Technology (688061) closed at 33.30, down 2.92% with a trading volume of 13,600 shares and a transaction value of 45.82 million [2] Capital Flow in Semiconductor Sector - The semiconductor sector saw a net inflow of 1.475 billion from institutional investors, while retail investors experienced a net outflow of 548 million [2][3] - Major stocks like Haiguang Information (688041) and Dagang Co., Ltd. (002077) had significant net inflows from institutional investors, amounting to 689 million and 451 million respectively [3]

Group 1 - The core viewpoint of the news is that Guokewi has seen a stock price increase of 5.38%, reaching 87.10 CNY per share, with a total market capitalization of 18.913 billion CNY [1] - Guokewi, established on September 24, 2008, and listed on July 12, 2017, specializes in the research and sales of chips related to video decoding, video encoding, solid-state storage, and the Internet of Things [1] - The revenue composition of Guokewi's main business includes: Smart Vision series products 46.06%, Ultra HD Smart Display series products 33.38%, IoT series products 17.28%, Solid-state storage series products 2.55%, R&D design and services 0.66%, and others 0.06% [1] Group 2 - Guokewi's top circulating shareholder is Guolian An Fund, which has recently entered the top ten circulating shareholders with its fund holding 1.6103 million shares, accounting for 0.77% of circulating shares [2] - The Guolian An CSI Semiconductor Products and Equipment ETF Link A (007300) has achieved a return of 22.24% this year, ranking 1932 out of 4222 in its category, and a return of 87.42% over the past year, ranking 457 out of 3798 [2] - The fund has a total scale of 1.669 billion CNY and has generated a floating profit of approximately 7.1657 million CNY today [2]

Key Points - China Petroleum & Chemical Corporation (Sinopec) announced a cash dividend of RMB 0.088 per share, totaling RMB 10.662 billion [4] - Guokai Microelectronics is progressing with a share issuance and cash payment to acquire 94.366% of the equity in Zhongxin Integrated Circuit (Ningbo) Co., Ltd. [5][6] - Phoenix Shipping's Vice General Manager Zhao Qiuling resigned due to work adjustments, while Wang Guozheng was appointed as the new financial director [7] - Guokai Co., Ltd. changed its stock abbreviation to Guokai Electronics, effective September 11, 2025 [8] - Xinhua Pharmaceutical's Vice General Manager Zheng Zhonghui resigned for personal reasons, holding 397,600 shares [9] - Uni-President's controlling shareholder's equity structure change was completed, transferring shares from the Ministry of Finance to Central Huijin Investment [10] - ST New Power may face delisting risk due to a negative audit opinion on its internal controls [11] - Huachuang Yuxin announced that 1.87% of its shares held by Shanghai Shiran Industrial Co., Ltd. will be auctioned [12][13] - Zhengbang Technology's subsidiary was accepted for reorganization by the court due to financial difficulties [14] - China Shipbuilding Defense's General Manager Chen Liping resigned due to work changes [15] - ST Lingnan and its former controlling shareholder are under investigation for information disclosure violations [16] - Hikvision's chairman proposed a mid-term dividend of RMB 4 per 10 shares, amounting to RMB 3.666 billion [17] - Huada Jiutian's shareholder plans to transfer 2.64% of the company's shares [18] - Poly Developments reported a signing amount of RMB 18.015 billion in August, a year-on-year decrease of 18.54% [19] - Muyuan Foods reported a revenue of RMB 11.85 billion from selling 7.001 million pigs in August, a year-on-year decrease of 12.30% [20] - Dongrui Co., Ltd. reported a revenue of RMB 160 million from selling 94,800 pigs in August, a month-on-month decrease of 5.48% [21] - Ankai Bus reported a cumulative production increase of 68.06% year-on-year [22] - Kweichow Moutai's controlling shareholder received a loan commitment of up to RMB 2.7 billion for stock repurchase [23] - Chengda Pharmaceutical's major shareholder plans to reduce its stake by 7.27% [24][25] - Kangchen Pharmaceutical's controlling shareholder plans to reduce its stake by up to 3% [26] - Koweil plans to reduce its stake by up to 2.34% [27] - Funeng Technology's shareholders plan to reduce their stake by up to 2% [28] - United Water's shareholder plans to reduce its stake by 3% [29] - Huayin Power's shareholder plans to reduce its stake by 1% [30] - Tianji Co., Ltd. reported a reduction of 0.61% in its controlling shareholder's stake [31] - Tonghuashun's controlling shareholder plans to reduce its stake by up to 138,310 shares [32] - JA Solar has not yet started its share repurchase plan [33] - Beite Technology plans to raise no more than RMB 300 million through a private placement [34] - Aerospace Hongtu signed a strategic cooperation agreement with Pakistan worth RMB 2.9 billion, which is still in preliminary stages [35][36] - Guangqi Technology signed contracts for mass production of metamaterials worth RMB 1.278 billion [37]

Major Events - Kweichow Moutai's controlling shareholder obtained a loan of 2.7 billion yuan to increase holdings [1] - SMIC is actively promoting the purchase of 49% equity in SMIC North, but the transaction plan is still under discussion [1] - Guokai Microelectronics is advancing the issuance of shares and cash payment for asset acquisition and fundraising [1] - Aerospace Hongtu signed a strategic cooperation agreement with Pakistan, but the formal contract signing remains uncertain [1] - Sinopec announced a cash dividend of 0.088 yuan per share (before tax) for A-shares [1] - Hikvision's chairman proposed a mid-2025 dividend plan of 4 yuan for every 10 shares [1] - Anzheng Fashion reported no undisclosed major events [1] - China State Construction is acquiring equity in a Shanghai real estate project for approximately 15.478 billion yuan [1] - Guokai Co., Ltd. changed its stock name to Guokai Electronics [1] - Kailuan Co. completed the change in the equity structure of China Cinda [1] - Unification Co. completed the change in the equity structure of its controlling shareholder [1] - ST Xin Dongli's stock may face delisting risk warning [1] - Jinlang Technology reported normal recent operations with no significant changes in the internal and external environment [1] - Sungrow Power Supply confirmed normal operations with no undisclosed major events [1] - Tiantong Co. reported normal production and operations with no significant changes [1] - Keyuan Pharmaceutical received a decision letter on the anti-monopoly review without further examination [1] - Zhizheng Co. was approved to issue shares for asset acquisition and fundraising [1] - Amlogic plans to issue H-shares and list on the Hong Kong Stock Exchange [1] - Digital Certification's controlling shareholder changed to Beijing Data Group [1] - ST Songfa signed a contract for two 30.6 million-ton ultra-large crude oil tankers with Hengli Shipbuilding [1] - Guangqi Technology signed a contract worth 1.278 billion yuan for the mass production of metamaterials [1] - Hongrun Construction won a bid for the Ningbo Ring City South Road East Extension Phase I project with a bid price of 388 million yuan [1] Performance - Muyuan Foods reported sales revenue of 11.85 billion yuan from live pigs in August, a year-on-year decrease of 12.30% [1] - Ankai Bus's cumulative production increased by 68.06% this year [1] - Shuguang Co. reported a 45.58% increase in axle sales in August [1] - Jinxinnong reported sales revenue of 121 million yuan from live pigs in August [1] Buyback - Yingke Medical adjusted the upper limit of its share repurchase price from 26.51 yuan per share to 41.88 yuan per share [2]

Group 1 - The company plans to acquire a total of 94.366% equity stake in Zhongxin Integrated Circuit (Ningbo) Co., Ltd. from Ningbo Yongxin Integrated Circuit Equity Investment Co., Ltd. and 10 other parties through a combination of issuing shares and cash payment [1] - The transaction is expected to constitute a related party transaction and a major asset restructuring, but it will not qualify as a restructuring listing [1] - As of the date of the announcement, the company and relevant parties have actively advanced various aspects of the transaction, including audit, evaluation, and due diligence work [1] Group 2 - The transaction plan is currently under further negotiation and refinement, with the company planning to convene a board meeting to review the formal transaction plan once related work is completed [1] - A restructuring report will be disclosed in accordance with relevant laws and regulations after the board's review [1] - The company intends to issue shares to no more than 35 qualified specific objects to raise supporting funds for the transaction [1]

分组1 - Sinopec announced a cash dividend of RMB 0.088 per share (tax included) for the first half of 2025, with a total cash dividend distribution of RMB 10.662 billion [3] - Guokai Microelectronics is progressing with the acquisition of a 94.366% stake in Zhongxin Integrated Circuit (Ningbo) Co., Ltd. through a combination of share issuance and cash payment [4] - Phoenix Shipping's Vice President Zhao Qiuling resigned due to work adjustments, while Wang Guozheng was appointed as the new CFO [5] 分组2 - Guokai Microelectronics is actively advancing its major asset restructuring, with due diligence and evaluation processes underway [4] - The stock name of Guokai Co., Ltd. will change to Guokai Electronics starting September 11, 2025 [6] - Xinhua Pharmaceutical's Vice President Zheng Zhonghui resigned for personal reasons, holding 397,600 shares in the company [7] 分组3 - Unified Holdings completed the change in the shareholding structure of its controlling shareholder, with the actual controller changing from the Ministry of Finance to Central Huijin Investment [8] - ST New Power's stock may face delisting risk warnings due to a negative audit opinion on its internal controls for the 2024 financial report [9] - Huachuang Yuxin announced that 1.87% of its shares held by Shanghai Shiran Industrial Co., Ltd. will be auctioned [10] 分组4 - Zhengbang Technology's subsidiary Chaoyang Zhengbang has been accepted for reorganization by the court, with total assets of RMB 332 million and liabilities of RMB 460 million as of December 31, 2024 [11] - China Shipbuilding Defense's General Manager Chen Liping resigned due to work changes [12] 分组5 - Poly Developments reported a signing amount of RMB 18.015 billion in August 2025, a year-on-year decrease of 18.54% [14] - Muyuan Foods reported sales revenue of RMB 11.85 billion from selling 7.001 million pigs in August 2025, with a year-on-year decrease of 12.30% [15] - Dongrui Co., Ltd. reported a sales revenue of RMB 160 million from selling 94,800 pigs in August 2025, a month-on-month decrease of 5.48% [16] 分组6 - Ankai Bus reported a cumulative production increase of 68.06% year-on-year, with a total production of 5,625 vehicles in 2025 [17] - Kangchen Pharmaceutical's controlling shareholder Liu Jianhua plans to reduce his stake by up to 3% [19] - Kewell plans to reduce its shares by up to 2.34% [20] 分组7 - North Special Technology plans to raise no more than RMB 300 million through a private placement for a production base project in Thailand [29] - Guangqi Technology signed contracts worth RMB 1.278 billion for the mass production of metamaterials [31][32]