湖南国科微电子股份有限公司 关于向公司 2025 年限制性股票激励计划激励对象 授予预留限制性股票及调整授予价格的公告 证券代码：300672 证券简称：国科微 公告编号：2026-008 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。 重要内容提示： 1、限制性股票预留授予日：2026 年 2 月 11 日 2、限制性股票预留授予数量：60.00 万股 3、限制性股票预留授予价格：32.31 元/股 湖南国科微电子股份有限公司（以下简称"公司"）2025 年限制性股票激励 计划（以下简称"激励计划""本计划"）规定的限制性股票预留授予条件已经 成就，根据公司 2025 年第二次临时股东大会的授权，公司于 2026 年 2 月 11 日 召开了第四届董事会第十三次会议，审议通过了《关于向公司 2025 年限制性股 票激励计划激励对象授予预留限制性股票及调整授予价格的议案》，确定本激 励计划的预留授予日为 2026 年 2 月 11 日。现将有关事项说明如下： 一、2025 年限制性股票激励计划简述 2025 年 2 月 14 日，公司召开 2025 年第二次临 ...

Core Viewpoint - The global semiconductor industry is experiencing a new wave of price increases across the entire supply chain, driven by surging AI demand and rising raw material costs [1][3][61]. Group 1: Price Increases in Domestic Semiconductor Companies - Over 20 semiconductor companies have officially announced price increases [2][62]. - Domestic chip manufacturers are significantly raising prices, with increases as high as 80% for certain products [4][63]. - Guokewai announced price hikes for its KGD storage products, with increases of 40% to 80% [6][66]. - Zhongwei Semiconductor is raising prices for MCU and NOR Flash products by 15% to 50% due to supply chain pressures [9][73]. - Biyiwei has also announced price increases across its entire product line, citing rising raw material costs [17][76]. Group 2: Price Increases in International Semiconductor Companies - International semiconductor giants are also raising prices, with ADI increasing prices by 15% to 30% starting February 1, 2026 [21][81]. - Infineon plans to raise prices for power switches and IC products due to increased demand from AI data centers [24][83]. - Texas Instruments is expected to raise prices by over 30% across nearly all categories due to rising costs [21][81]. Group 3: Price Increases in Wafer Foundry and Packaging - Wafer foundries are increasing prices, with TSMC raising advanced process prices by 3% to 10% [25][85]. - Packaging and testing services are seeing price increases of up to 30%, driven by high demand and capacity constraints [27][86]. Group 4: Impact of Raw Material Costs - The prices of precious metals like gold, silver, and copper are rising, significantly impacting chip manufacturing costs [57][116]. - The increase in raw material costs is leading to a ripple effect across the semiconductor supply chain, prompting many companies to raise their product prices [57][116]. Group 5: Effects on End Markets - The price increases in storage chips are affecting end markets, with PC manufacturers like Dell and Lenovo planning price hikes of 10% to 30% [59][118]. - In the smartphone sector, rising storage costs are pressuring new product pricing, particularly for low-end models [59][118]. - The automotive electronics sector is also feeling the impact, with companies like Xiaomi and NIO reporting cost pressures due to rising semiconductor prices [59][119].

Core Viewpoint - The A-share market has seen a significant rally in semiconductor stocks, indicating strong investor interest and potential growth in this sector [1] Group 1: Stock Performance - Guoxin Technology has increased by over 13% [1] - Xinyuan Technology has risen by more than 12% [1] - Changguang Huaxin and Huahai Chengke have both gained over 9% [1] - Guoke Microelectronics, Canxin Technology, Taiji Industry, Yuanjie Technology, and Guangliwei have all seen increases of over 7% [1] - Huaya Intelligent, Jiangfeng Electronics, China Shipbuilding Industry, Dike Co., Changdian Technology have all risen by over 6% [1] - Moer Thread, Tianyue Advanced, Zhaoyi Innovation, and Cambrian have all increased by over 5% [1]

Group 1 - The A-share semiconductor market is experiencing a collective surge, with notable stocks such as Guoxin Technology rising over 13% and Xinyuan shares increasing by more than 12% [1] - The semiconductor industry is projected to reach a revenue of $1 trillion for the first time this year, driven by the widespread application of artificial intelligence and computer chips across various economic sectors [1] - The Semiconductor Industry Association (SIA) forecasts that total sales in the semiconductor industry will reach $791.7 billion by 2025, with a further 26% growth expected in 2026 [1] Group 2 - SIA CEO John Neuffer stated that the speed at which the semiconductor market is surpassing the $1 trillion mark is much faster than anticipated, which is a positive sign for the entire business world [1] - The significant demand for new data center computers is generating substantial profits for companies like NVIDIA and Micron Technology, allowing the industry to consistently exceed growth expectations [1] - Previous forecasts suggested that it would take an additional four years for the industry to reach the $1 trillion scale, indicating a remarkable acceleration in growth [1]

Group 1 - The semiconductor sector in the A-share market has shown significant strength, with notable stock increases such as Guoxin Technology rising over 13% and Xinyuan shares increasing over 12% [1] - The semiconductor industry is projected to reach a revenue of $1 trillion this year, driven by the widespread application of artificial intelligence and computer chips across various economic sectors [1] - The Semiconductor Industry Association (SIA) forecasts that total sales in the semiconductor industry will reach $791.7 billion by 2025, with a further 26% growth expected in 2026 [1] Group 2 - SIA CEO John Neuffer stated that the semiconductor market's rapid growth to surpass the $1 trillion mark is a positive sign for the entire business world, with demand for new data center computers significantly benefiting companies like NVIDIA and Micron Technology [1] - Previous forecasts suggested that it would take an additional four years for the industry to reach the $1 trillion scale, indicating a faster-than-expected growth trajectory [1]

Group 1 - The semiconductor sector experienced a significant rally, with notable gains in several companies [2] - Chipone Technology saw its stock price increase by over 10% [2] - Huahai Chengke's stock rose by more than 7%, indicating strong market interest [2] - Other companies such as Chipsource Micro, Zhaoxin Technology, and Guokewi also followed the upward trend [2]

国科微：公司已完成智慧视觉、商用大屏、影音方案从OpenHarmony3.1到OpenHarmony5.1版本迭代。 截至目前，国科微旗下8款开源鸿蒙芯片平台实现在智慧家庭、智慧视觉、智慧大屏以及商业显示等行 业的量产商用。 芯海科技：通过"芯片+算法+系统"的全链路创新，发力"鸿蒙化"产品。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 点评：去年底，华为发布Mate80系列和MateX7等产品，国联民生认为，不仅是硬件层面的更新，更是 软件生态进化的集中呈现，是鸿蒙生态从突破走向成熟好用的里程碑鸿蒙生态经历过一年飞速成长，已 有超30万应用与元服务，适配度超95%，鸿蒙生态与头部互联网应用已全部完成适配，中长尾应用加速 上线，覆盖政务民生、金融理财、交通出行、影音娱乐等多个行业。伴随9000多个应用参与了70多种系 统级创新体验的联合打造，鸿蒙生态在"可用"的基础上加快迈向"好用"。 其他生态方面，华创证券统计，搭载开源鸿蒙产品种类超1200款，总量超11.9亿台，开发者超720万， 上架应用与元服务数量超2.5万个。同时，系统级智能体小艺通过导航条、语音对话、搜索、建 ...

| 交易日期 | 证券代码 | 证券简称 | 成交价格 (元) | 成交量 | 成交金额 买方营业部 (万元) | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | | | | | | (万股/万份) | | | | 2026-02-04 | 300672 | 国科微 | 139.77 | 22.70 | 3,172.78 西南证券股份有限 | 中信证券股份有限 | | | | | | | 公司湖南分公司 | 公司长沙金星中路 | | | | | | | | 证券营业部 | 2月4日，国科微大宗交易成交22.7万股，成交额3172.78万元，占当日总成交额的3.24%，成交价139.77 元，较市场收盘价139.52元溢价0.18%。 ...

Core Insights - The global High Bandwidth Memory (HBM) market is experiencing rapid growth, with shipments expected to increase from 1.5 billion gigabytes (GB) in 2023 to 5.7 billion GB by 2026, and revenues projected to rise from $4.35 billion in 2023 to $50 billion in 2026 [6][7][8]. HBM Industry Definition and Advantages - HBM is a high-performance semiconductor memory based on 3D stacking technology, offering high bandwidth and energy efficiency, primarily used in high-performance computing and networking applications [1][4]. - HBM has four main advantages over traditional DRAM: high bandwidth, high capacity, low power consumption, and small size [2][3]. HBM Industry Development Status - HBM technology is becoming a standard for AI acceleration cards (GPUs, TPUs, etc.), with its value share continuing to increase [4][6]. - The demand for HBM is driven by the needs of AI and high-performance computing, with significant growth expected in the coming years [6][10]. HBM Industry Chain - The HBM industry chain includes upstream materials (electrolytes, precursors, IC substrates) and semiconductor equipment (lithography machines, etching machines), with midstream focusing on HBM production and downstream applications in AI, data centers, and high-performance computing [8][9]. HBM Industry Competitive Landscape - The global HBM market is dominated by foreign manufacturers, with SK Hynix holding a 53% market share, followed by Samsung at 38% and Micron at 9% [14][15]. - Domestic companies in China, such as Changxin Memory, Changdian Technology, and others, are making significant progress in the HBM supply chain, aiming to increase local production capabilities [15][16]. HBM Industry Development Trends - HBM is positioned as a critical hardware component for AI and high-performance computing, with its unique 3D stacked structure providing superior bandwidth compared to traditional memory solutions [16][17]. - The future memory landscape will be heterogeneous, with HBM focusing on training scenarios, while other memory types will cater to specific workloads, creating a diverse memory ecosystem for the AI era [17].

证券代码：300672 证券简称：国科微 公告编号：2026-006 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。 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 1 | 长沙 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 芯途 投资 | | | | | | | | | | | 管理 | 19,491,864 | 8.98% | 0 | 0.00% | 0.00% | 0 | 0.00% | 0 | 0.00% | | 有限 | | | | | | | | | | | 公司 | | | | | | | | | | | 向平 | 8,268,952 | 3.81% | 0 | 0.00% | 0.00% | 0 | 0.00% | ...