Core Insights - The 2025 HarmonyOS Ecological Conference commenced on August 30, showcasing Guokewi's advancements in open-source HarmonyOS chip adaptation and ecosystem development [1] - Guokewi has established a clear technological evolution path since launching open-source HarmonyOS chip adaptation in March 2023, achieving significant milestones in chip compatibility and ecosystem contributions [1][2] - The company has completed the iterative upgrade from OpenHarmony 3.1 to OpenHarmony 5.1 across various applications, demonstrating its capability in driving the open-source Harmony ecosystem [1] Chip Development and Applications - Guokewi has successfully launched eight open-source HarmonyOS chip platforms for mass production in smart home, smart vision, smart display, and commercial display sectors [2] - In the smart home and education sectors, the GK6323V100C chip has been integrated into multiple benchmark projects, supporting over 50 native Harmony applications [2] - The company has optimized the OpenHarmony 4.0 version for large-screen scenarios, enhancing core functionalities and performance metrics to match Android system experiences [2] Commercial Display and AI Integration - Guokewi's distributed display system, based on Harmony soft bus technology, enables multi-screen content synchronization and cross-screen control for commercial applications [3] - The company is advancing AI capabilities through a 16T-32T computing power chip platform, aiming to facilitate the commercial deployment of AI PCs and AI PADs [3] - The open-source HarmonyOS is positioned as a core technological engine for industry upgrades during the ongoing digital transformation [3]

Core Insights - The company reported a revenue of 741 million yuan and a net profit attributable to shareholders of 20.12 million yuan for the first half of 2025, with a year-on-year growth in net profit of 9.42% [1] - The company has increased its R&D investment to 323 million yuan, resulting in an R&D expense ratio of 43.60% [1] - The overall gross margin improved to 28.72%, an increase of 11.08 percentage points compared to the same period last year [1] IoT Chip Business - The sales revenue from the IoT chip series reached 128 million yuan, marking a significant year-on-year growth of 251.37%, accounting for 17.28% of total revenue [2] - The gross margin for this segment increased to 41.07%, up by 26.93 percentage points year-on-year [2] - The company has focused on several wireless LAN chip models, including Wi-Fi41T1R, Wi-Fi62T2R, and Wi-Fi61T1R, which are characterized by high integration, performance, and low power consumption [2] Video Product Matrix - In the smart vision product segment, the company achieved sales revenue of 342 million yuan, representing 46.06% of total revenue [3] - The company has developed a complete product matrix covering high, medium, and low-end products, including the high-end 4K AI ISP chip series GK7606V1, which has already been mass-produced [3] - The ultra-high-definition smart display chip series generated sales revenue of 247 million yuan, accounting for 33.38% of total revenue, with significant market penetration in cable and IPTV operator markets [3] AI Strategy - The company is advancing its "ALL IN AI" strategy, focusing on AI edge computing SoC development based on self-developed MLPU technology [4] - The company is actively building an AI ecosystem, with partnerships covering major domestic edge model companies, aiming for the launch of AI SoC series products by 2025 [4] - The company is optimizing and adapting to large models, providing a comprehensive toolchain for model deployment and application development [4]

Core Viewpoint - Hunan Guoke Microelectronics Co., Ltd. reported a revenue of 741 million yuan and a net profit of 20.12 million yuan for the first half of 2025, indicating a year-on-year growth of 9.42% in net profit [1] Financial Performance - The company achieved a revenue of 741 million yuan and a net profit of 20.12 million yuan, with a non-recurring net profit of 8.65 million yuan, reflecting a year-on-year growth of 9.42% [1] - Research and development expenses reached 323 million yuan, accounting for 43.60% of total revenue [1] - The overall gross margin improved to 28.72%, an increase of 11.08 percentage points compared to the same period last year [2] Product Performance - Revenue from IoT series chip products reached 128 million yuan, a significant increase of 251.37% year-on-year, contributing 17.28% to total revenue with a gross margin of 41.07%, up 26.93 percentage points year-on-year [2] - In the smart vision product segment, sales revenue was 342 million yuan, accounting for 46.06% of total revenue, with a complete product matrix covering high, medium, and low-end products [3] - The ultra-high-definition smart display series chips generated sales of 247 million yuan, representing 33.38% of total revenue, with significant market penetration in the broadcasting and IPTV sectors [4] Strategic Initiatives - The company is focusing on AI edge computing AI SoC development, leveraging self-developed MLPU technology to enhance smart terminal applications [4][5] - Guoke Microelectronics is actively building an AI ecosystem, with partnerships covering major domestic model companies, aiming for a comprehensive AI SoC product launch by 2025 [5] - The recent government policy support for AI initiatives is expected to bolster the company's strategic implementation and market position [5]

Core Viewpoint - The company reported a decline in revenue and net profit for the first half of 2025, while showing growth in net profit after excluding non-recurring items and an increase in overall gross margin [2] Financial Performance - Revenue for the first half of 2025 was 741,381,095.63 yuan, a year-on-year decrease of 12.86% [2] - Net profit attributable to shareholders was 20,122,695.77 yuan, down 25.02% year-on-year [2] - Net profit after deducting non-recurring gains and losses was 8,654,595.9 yuan, an increase of 9.42% year-on-year [2] - Overall gross margin was 28.72%, up 11.08 percentage points year-on-year and 2.43 percentage points from the previous quarter [2] - R&D investment was 32,327.61 million yuan, accounting for 43.6% of revenue [2] - Total assets at the end of the reporting period were 7,520,987,937.28 yuan, a decrease of 1.91% year-on-year [2] - Net assets attributable to shareholders were 4,072,583,174.61 yuan, down 0.63% year-on-year [2] Product Performance - Smart vision series chips generated sales of 34,150.93 million yuan, a decline of 16.77% year-on-year, accounting for 46.06% of total revenue [2] - Gross margin for smart vision chips was 27.89%, an increase of 16.23 percentage points year-on-year [2] - Ultra-high-definition smart display series chips achieved sales of 24,748.83 million yuan, down 35.13% year-on-year, representing 33.38% of total revenue [3] - IoT series chips saw sales of 12,814.71 million yuan, a significant increase of 251.37% year-on-year, making up 17.28% of total revenue [5] - Solid-state storage series chips generated sales of 1,888.51 million yuan, up 33.19% year-on-year, accounting for 2.55% of total revenue [6] Market Development - The company has successfully launched the GK63 series for the broadcasting and IPTV operator markets, achieving large-scale production [4] - The company has established a strong presence in the 4K product market within the cable television sector, with over 90% of provincial companies in China’s broadcasting network adopting its products [4] - The company is actively exploring new business areas such as satellite positioning and high-precision navigation with its IoT chips [5] - The company is expanding its footprint in the automotive AI chip market, targeting various clients across the automotive electronics industry [7]

Group 1 - The company Guokewai (SZ 300672) announced on August 29 that its fourth board meeting was held via telecommunication on August 28, 2025, where it reviewed the proposal for establishing a "Market Value Management System" [1] - For the year 2024, the company's revenue composition is entirely from integrated circuits, accounting for 100.0% [2]

Group 1 - The company reported a revenue of 741 million yuan for the first half of 2025, representing a year-on-year decrease of 12.86% [1] - The net profit attributable to shareholders was 20.12 million yuan, down 25.02% year-on-year [1] - The net profit attributable to shareholders after deducting non-recurring gains and losses was 8.65 million yuan, showing a year-on-year increase of 9.42% [1] - The basic earnings per share were 0.0927 yuan [1]

Core Insights - The company is actively expanding into new business areas while maintaining its core operations, demonstrating a steady growth trend [2] Financial Performance - In the first half of 2025, the company achieved operating revenue of 741 million yuan and a net profit attributable to shareholders of 20.12 million yuan, with a non-recurring net profit of 8.65 million yuan, reflecting a year-on-year growth of 9.42% [2] - The company increased its R&D investment to 323 million yuan in the first half of the year, with a research expense ratio of 43.60% [2] - The overall gross margin improved to 28.72%, an increase of 11.08 percentage points compared to the same period last year [2] IoT Chip Business - The company's IoT chip sales reached 128 million yuan, a significant year-on-year increase of 251.37%, accounting for 17.28% of total revenue, with a gross margin of 41.07%, up 26.93 percentage points year-on-year [3] - Key products include various Wi-Fi series chips, such as Wi-Fi4 1T1R and Wi-Fi6 models, which are characterized by high integration, performance, and low power consumption [3] - The Wi-Fi6 2T2R chip is gaining traction in multiple application areas, with some customers already in small-scale trial production [3] Video Product Matrix - In the smart vision product segment, the company generated sales of 342 million yuan, representing 46.06% of total revenue [4] - The company has developed a complete product matrix covering high, medium, and low-end products, including the high-end 4K AI ISP chip series and the entry-level GK7203V1 series [4] Ultra HD Smart Display Chips - The ultra HD smart display chip series achieved sales of 247 million yuan, accounting for 33.38% of total revenue [5] - The GK63 series has been mass-produced for the broadcasting and IPTV operator markets, covering over 90% of cable network provincial companies [5] - The company is one of the few suppliers with a full range of products supporting HarmonyOS, actively engaging with operators and the education sector for AI-driven industry upgrades [5] AI Strategy - The company is focusing on AI edge computing SoC development under its "ALL IN AI" strategy, leveraging its self-developed MLPU technology [6] - The company is building an AI ecosystem with partnerships covering major domestic edge model companies, preparing for the launch of AI SoC products [6] - Recent government policies support the implementation of AI strategies, which may facilitate rapid expansion and healthy development of the domestic AI industry chain [6]

Core Viewpoint - Guokewi (300672) is actively expanding into new business areas while maintaining its core operations, demonstrating a steady development trend with a focus on emerging sectors [1] Financial Performance - In the first half of 2025, the company achieved operating revenue of 741 million yuan and a net profit attributable to shareholders of 20.12 million yuan, with a non-recurring net profit of 8.65 million yuan, reflecting a year-on-year growth of 9.42% [1] - The company increased its R&D investment to 323 million yuan in the first half of the year, with an R&D expense ratio of 43.60% [1] - The overall gross margin improved to 28.72%, an increase of 11.08 percentage points compared to the same period last year [1] IoT Chip Business - The sales revenue from the IoT chip series reached 128 million yuan, a significant year-on-year increase of 251.37%, accounting for 17.28% of total revenue, with a gross margin of 41.07%, up 26.93 percentage points year-on-year [2] - The company has focused on several wireless LAN chip models, including Wi-Fi4 1T1R and Wi-Fi6 variants, which are characterized by high integration, performance, and low power consumption [2] - The Wi-Fi6 2T2R chip is gaining traction in various applications, with some customers already in small-scale trial production, laying the groundwork for expanding its market share [2] Video Product Matrix - In the smart vision product segment, the company generated sales revenue of 342 million yuan, representing 46.06% of total revenue [3] - The company has established a complete product matrix covering high, medium, and low-end products, including the high-end 4K AI ISP chip series, which has already entered mass production [3] Ultra HD Smart Display Chips - The ultra HD smart display chip series achieved sales revenue of 247 million yuan, accounting for 33.38% of total revenue [4] - The GK63 series targeted at broadcasting and IPTV operators has entered large-scale production, covering over 90% of cable network provincial companies [4] - The company is one of the few suppliers with a full range of products supporting HarmonyOS, actively engaging with operators and the education sector for AI-driven industry upgrades [4] AI Strategy - The company is advancing its "ALL IN AI" strategy, focusing on AI edge computing SoC development based on its proprietary MLPU technology [5] - The company is building an AI ecosystem with partnerships covering major domestic edge model companies, preparing for the launch of AI SoC products [5] - Recent government policies supporting AI initiatives provide a favorable environment for the company's AI strategy implementation [5][6]

| 非经营性资金占用 | 资金占用方名称 | 占用方与上市公 | 上市公司核算 | 2025年期初占用资金 | 2025年半年度占用累 | 2025年半年度 | 2025年半年度度偿 | 2025年半年度期末 | 占用形成原因 | 占用性质 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 司的关联关系 | 的会计科目 | 余额 | 计发生金额（不含利 息） | 占用资金的利 息(如有） | 还累计发生金额 | 占用资金余额 | | | | 控股股东、实际控制人及 | | | | | | | | | | | | 其附属企业 | | | | | | | | | | | | 小计 | - | - | - | | | | | | - | | | 前控股股东、实际控制人 | | | | | | | | | | | | 及其附属企业 | | | | | | | | | | | | 小计 | - | - | - | | | | | | - | | | 其他关联方及附属企业 | | | | | | | | | | | | ...

湖南国科微电子股份有限公司 2025 年半年度募集资金存放与使用情况的专项报告 证券代码：300672 证券简称：国科微 公告编号：2025-060 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。 一、募集资金基本情况 （一） 募集资金金额及到位时间 经中国证券监督管理委员会证监许可〔2022〕2160 号文《关于同意湖南国科 微电子股份有限公司向特定对象发行股票注册的批复》的核准，公司向特定对象 发行人民币普通股（A 股）35,258,918 股，每股面值为人民币 1.00 元，每股发行价 格为人民币 65.08 元，募集资金总额 2,294,650,383.44 元，扣除承销费、保荐费等 发行费用 42,549,091.33 元（不含增值税）后，实际募集资金净额为 2,252,101,292.11 元。 上述募集资金到位情况业经信永中和会计师事务所（特殊普通合伙）审验， 并于 2022 年 11 月 28 日出具了 XYZH/2022CSAA3B0004 号《验资报告》。 （二） 募集资金以前年度使用金额 截至 2024 年 12 月 31 日，公司募集资 ...