证券代码：300672 证券简称：国科微 公告编号：2025-074 湖南国科微电子股份有限公司 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 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | 占其所 | 司当 | 已质押 | 占已 | | | | 股东 | 持股数量 | 持股 | 前质押股 | 后质押股 | 持股份 | 前总 | 股份限 | 质押 | 未质押股 | 占未质 | | 名称 | （股） | 比例 | 份数量 | 份数量 | | | | | 份限售数 | 押股份 | | | | | | | 比例 | 股本 | 售数量 | 股份 | | | | | | | （股） | （股） | | | | | 量（股） | 比例 | | | | | | | | 比例 | （股） | 比例 | | | | 国科 | 39,035,306 | 17.98% | 11,738,800 | 12,828,800 | 32.86% ...

| 序号 | 代码 | 名称 | 现价 | 涨跌幅 ▼ | 成交量 | 成交额 | | --- | --- | --- | --- | --- | --- | --- | | 1 | 300620 | 光库科技 | 165.13 | 13.32% | 2932万 | 46.49亿 | | 2 | 600879 | 航天电子 | 13.80 | 8.75% | 3.97亿 | 54.06亿 | | 3 | 688027 | 国盾量子 | 498.30 | 7.89% | 540万 | 26.52亿 | | 4 | 300342 | 天银机电 | 22.27 | 5.95% | 8833万 | 20.44亿 | | 5 | 688418 | 震有科技 | 34.58 | 5.65% | 1809万 | 6.31 Z | | 6 | 002281 | 光迅科技 | 65.66 | 4.70% | 3671万 | 23.94亿 | | 7 | 688385 | 复旦微电 | 61.69 | 3.86% | 1143万 | 7.09亿 | | 8 | 300672 | 国科微 | 99.84 | 3.61% | 875 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：300672 证券简称：国科微 公告编号：2025-072 湖南国科微电子股份有限公司 关于股东股份解除质押的公告 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。 注： 1、表格中如出现合计数与所列数值不符的情况，均为四舍五入计算所致； 2、实际控制人向平先生所持限售股份性质为高管锁定股； 3、公司总股本数量以截至2025年12月5日的总股本217,140,672股计算。 2、中国证券登记结算有限责任公司证券质押及司法冻结明细表。 湖南国科微电子股份有限公司 湖南国科微电子股份有限公司（以下简称"公司"）近日接到股东湖南国科控股有限公司（以下简称"国 科控股"）通知，获悉国科控股所持有的本公司部分股份解除质押，具体事项如下： 一、股东股份解除质押的基本情况 截至本公告披露日，上述股东及其一致行动人所持质押股份情况如下： ■ 董事会 2025年12月5日 1、本次股份解除质押基本情况 ■ 2、股东股份累计质押基本情况 二、备查文件 1、股份质押登记证明； ...

证券日报网讯 12月5日晚间，国科微发布公告称，公司股东湖南国科控股有限公司本次解除质押股份 1，570，600股。 （文章来源：证券日报） ...

证券代码：300672 证券简称：国科微 公告编号：2025-072 湖南国科微电子股份有限公司 关于股东股份解除质押的公告 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。 一、股东股份解除质押的基本情况 | | 是否为控股股 | 本次解除质 | | 占公司 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 股东 | 东或第一大股 | 押股份数量 | 占其所持 | 总股本 | 质押 | 解除 | 质权人 | | 名称 | 东及其一致行 | | 股份比例 | | 起始日期 | 质押日期 | | | | 动人 | （股） | | 比例 | | | | | 国科 | | | | | 2022年12 | 2025 年 | 长沙农村 商业银行 | | | 是 | 1,570,600 | 4.02% | 0.72% | | | 股份有限 | | 控股 | | | | | 月 日 19 | 月 日 12 3 | | | | | | | | | | 公司浏阳 | | | | | | | | | 河支行 | ...

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） ...

Group 1 - The Star Flash concept sector led the decline, dropping by 1.1% [1] - Huineng Crystal fell by 4.48%, while Haoshanghao decreased by 3.48% [1] - Broadcom Integration declined by 3.21%, and Guokewi, Lexin Technology, and GoerTek all dropped over 2% [1]

Investment Rating - The report maintains a positive investment rating for the electronic industry, particularly highlighting companies like Guokewi and Xinhai Technology as key players to watch [5][6][8]. Core Insights - The Harmony ecosystem is rapidly expanding, with over 27 million devices equipped with HarmonyOS 5 and 6, and more than 1 million registered developers [2][4]. - The launch of the HUAWEI FreeBuds Pro 5, which supports the Star Flash audio technology, marks a significant step towards mainstream adoption of this technology [4]. - The Harmony ecosystem has seen a substantial increase in applications, with over 300,000 applications and a compatibility rate exceeding 95%, indicating a mature software ecosystem [2][3]. Summary by Sections Industry Overview - The Harmony ecosystem is transitioning from breakthrough to maturity, with significant hardware and software updates showcased in recent product launches like the Huawei Mate 80 series and Mate X7 [2]. - The ecosystem's growth is supported by over 9,000 applications participating in system-level innovations, enhancing usability and user experience [2][3]. Key Companies - Guokewi has achieved significant milestones in chip development, with eight open-source Harmony chip platforms now in mass production across various sectors [3]. - Xinhai Technology is contributing to the Harmony ecosystem by integrating chips, algorithms, and systems to enhance smart home devices [3]. Financial Projections - Guokewi's earnings per share (EPS) are projected to grow from 0.64 CNY in 2025 to 1.34 CNY in 2027, with a price-to-earnings (PE) ratio decreasing from 161 to 76 over the same period [5]. - Xinhai Technology's EPS is expected to rise from 0.01 CNY in 2025 to 0.73 CNY in 2027, with a significant reduction in PE from 4297 to 47 [5]. Investment Recommendations - The report suggests focusing on companies such as Guokewi, Xinhai Technology, Chuangyao Technology, and Lexin Technology due to their potential in the evolving Harmony ecosystem and audio technology [8].

Core Insights - The company has successfully mass-produced 8 open-source HarmonyOS chip platforms, which are now commercially available across various sectors including smart home, smart vision, smart display, and commercial display [1] Group 1 - The hardware platform based on GK6323V100C has been implemented in multiple benchmark projects, supporting over 50 native HarmonyOS applications [1] - The company plans to continue enhancing the open-source HarmonyOS ecosystem and collaborate with partners to further expand application scenarios in smart home, commercial display, and industrial IoT sectors [1]

Group 1: Acquisition Termination - The company decided to terminate the acquisition of Ningbo Zhongxin due to the inability to reach consensus on related matters within the expected timeframe, prioritizing the long-term interests of the company and investors [2][4][5] - The company followed all legal and regulatory requirements during the acquisition process, including internal decision-making procedures and information disclosure obligations [3][4][5] Group 2: AI Chip Development - The company is focused on its "ALL IN AI" strategy, developing AI SoC products based on self-researched MLPU technology, with a dual product line of high-end and affordable AI visual chips [5][6] - The GK7606V1 series targets the high-end market with a dual-core A55 architecture and up to 2.5T NPU, while the GK7206V1 series, designed for affordable applications, has been mass-produced and integrated into major supply chains [5][6] Group 3: Market Outlook and Strategic Focus - The integrated circuit industry is supported by multiple policies, with significant growth potential in AI, automotive electronics, and ultra-high-definition display sectors, driven by technological advancements and market demand [9][10] - The company aims to enhance its market share by focusing on core areas such as AI, ultra-high-definition display, and automotive electronics, while also investing in industry ecosystem development and deepening collaborations with leading clients [10][11]