格隆汇8月7日｜半导体板块午后继续走强，其中，东芯股份、阿石创20CM涨停，晶华微（维权）、富 满微此前20CM涨停，斯达半导、盈方微此前10CM涨停，芯导科技、国科微、神工股份、台基股份、 富瀚微、南芯科技、赛微微电、安凯微等跟涨。 ...

Core Viewpoint - The chip sector experienced significant gains on August 7, with multiple companies reaching their daily price limits, indicating strong market interest and potential bullish sentiment in the industry [1] Group 1: Stock Performance - Chip stocks saw an expanded upward trend in the afternoon, with notable companies such as Astone Technology and Haoshanghao hitting their daily price limits [1] - Other companies including Fuman Micro, Dongxin Co., Yingfang Micro, Dwei Co., and Sida Semiconductor also reached their daily price limits, showcasing a broad rally in the sector [1] - New Henghui, Guoke Micro, Chip Guide Technology, and Taiji Co. all experienced gains exceeding 10%, further highlighting the positive momentum in the chip industry [1]

Group 1 - The semiconductor sector experienced a significant rise today, with Dongxin Co. and Star Semiconductor hitting the daily limit, while Guoke Micro and Shenkong Co. increased by over 7% [1] - Guoxin Securities maintains a positive outlook on the semiconductor industry, emphasizing the favorable opportunities in analog and memory sectors, and expects a valuation expansion trend in the electronics sector by 2025 due to the convergence of macro policy cycles, industry inventory cycles, and AI innovation cycles [1] - Tianfeng Securities projects continued optimistic growth in the global semiconductor market through 2025, driven by AI-related downstream growth, while highlighting the ongoing risks related to supply chain disruptions and restructuring [1] Group 2 - The second quarter performance forecasts for various companies in the semiconductor sector are promising, and there is an expectation for a peak season in the third quarter, suggesting a focus on the performance elasticity of memory, power, foundry, ASIC, and SoC segments [1]

Group 1 - The company plans to acquire a 94.366% stake in Zhongxin Integrated Circuit (Ningbo) Co., Ltd. from 11 counterparties through a combination of issuing shares and cash payments [3] - The transaction is expected to constitute a related party transaction and a major asset restructuring, but it will not qualify as a restructuring listing [3] - The company has applied for a trading suspension of its shares starting from May 22, 2025, due to the planning of this transaction, with an expected suspension period of no more than 10 trading days [4] Group 2 - The company held a board meeting on June 5, 2025, where it approved the proposal related to the acquisition and fundraising plan [4] - As of the announcement date, the company has been actively progressing with the necessary audits, evaluations, and due diligence related to the transaction [6] - The company will convene another board meeting to review the formal transaction plan and disclose the restructuring report once the relevant work is completed [6]

Group 1 - The company plans to acquire a 94.366% stake in Zhongxin Integrated Circuit (Ningbo) Co., Ltd. from 11 counterparties through a combination of issuing shares and cash payments, while also raising supporting funds from no more than 35 qualified investors [3][6] - The transaction is expected to constitute a related party transaction and a major asset restructuring, but it will not qualify as a restructuring listing [3] - The company’s stock was suspended from trading starting May 22, 2025, due to the planning of this transaction, with the suspension expected to last no more than 10 trading days [4] Group 2 - As of the announcement date, the company has been actively advancing the necessary audit, evaluation, and due diligence work related to the transaction, with the transaction plan undergoing further negotiation and refinement [6] - The formal transaction plan will be reviewed by the board of directors after the completion of relevant work, followed by the disclosure of a restructuring report and compliance with subsequent approval and disclosure procedures [6][8] - The transaction requires approval from the board of directors, the shareholders' meeting, and must be reviewed and approved by the Shenzhen Stock Exchange and registered with the China Securities Regulatory Commission before it can be officially implemented [8]

Group 1 - The core transaction on August 4 involved a block trade of 947,500 shares of Guokewai, with a transaction value of 80.0069 million yuan, at a price of 84.44 yuan per share, reflecting a premium of 0.01% over the closing price of the day [2] - The closing price of Guokewai on the same day was 84.43 yuan, showing a decline of 0.28%, with a turnover rate of 2.59% and a total trading volume of 458 million yuan, indicating a net outflow of 13.5865 million yuan in main funds [2] - Over the past five days, Guokewai's stock has increased by 1.99%, while the total net outflow of funds during this period reached 77.9531 million yuan [2] Group 2 - The latest margin financing balance for Guokewai stands at 1.771 billion yuan, with an increase of 20.4439 million yuan over the past five days, representing a growth rate of 1.17% [2]

通过天眼查大数据分析，湖南国科微电子股份有限公司共对外投资了18家企业，参与招投标项目93次， 知识产权方面有商标信息67条，专利信息636条，此外企业还拥有行政许可28个。 来源：金融界 国科微最新一期业绩显示，截至2025一季报，公司营业总收入3.05亿元、同比减少10.89%，归属净利润 5150.59万元，同比增长25.00%，扣非净利润4442.74万元，同比增长43.15%，流动比率1.716、速动比率 1.385、资产负债率45.84%。 天眼查商业履历信息显示，湖南国科微电子股份有限公司，成立于2008年，位于长沙市，是一家以从事 专业技术服务业为主的企业。企业注册资本21714.0672万人民币，实缴资本7500万人民币。公司法定代 表人为向平。 金融界消息 截至2025年7月30日收盘，国科微（300672）报收于81.66元，下跌0.9%，换手率2.84%，成 交量5.97万手，成交金额4.91亿元。 资金流向方面，今日主力资金净流出3392.35万元，占比成交额6.91%。其中，超大单净流出910.88万 元、占成交额1.86%，大单净流出2481.46万元、占成交额5.06%，中单净 ...

Group 1 - The core viewpoint of the article is the launch of the new lightweight multi-view AOV visual chip by Guokewi, named GK7203V1 series, aimed at various consumer applications [1] - The GK7203V1 series chip provides a high integration and low-cost solution for applications such as consumer cameras, low-power battery cameras, dash cameras, video doorbells, drones, barcode scanners, and facial recognition terminals [1]

Group 1 - The company plans to acquire a 94.366% stake in Zhongxin Integrated Circuit (Ningbo) Co., Ltd. from 11 counterparties through a combination of issuing shares and cash payments [1] - The company intends to raise supporting funds by issuing shares to no more than 35 qualified investors [1] - This transaction is expected to constitute a related party transaction and a major asset restructuring, but it will not qualify as a restructuring listing [1] Group 2 - The company's stock has been suspended since May 22, 2025, with the suspension expected to last no more than 10 trading days [2] - The company has actively advanced the transaction since the disclosure of the preliminary plan, with audits, evaluations, and due diligence already underway [2] - A formal plan will be reviewed by the board of directors once the relevant work is completed, followed by the disclosure of a restructuring report [2]

证券代码：300672 证券简称：国科微 公告编号：2025-053 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。 湖南国科微电子股份有限公司 资金事项的停牌进展公告》（公告编号：2025-045）。 2、公司于2025年6月5日召开第四届董事会第七次会议，审议通过了《关于 <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>及其摘要的议案》等与本次交易相关的议案，具体内容详见公司 于2025年6月6日发布的相关公告及文件。根据深圳证券交易所的相关规定，经 公司申请，公司股票（股票简称：国科微，股票代码：300672）于 ...