Core Insights - The integration of generative AI with consumer hardware is driving strong demand for edge AI chips, with companies like TaiLing Micro announcing successful product launches and significant revenue growth in Q2 2023 [1][2] - The AI hardware market is expanding rapidly, with various manufacturers actively developing AI-enabled devices across multiple categories, including smartphones, wearables, and personal computers [2][3] Group 1: Market Trends - The demand for edge AI chips is being fueled by the shift from centralized cloud computing to edge and on-device intelligence, driven by privacy concerns and the need for real-time data processing [1] - During the 618 shopping festival, sales of AI-enabled products saw remarkable growth, with AI smartphones' transaction value increasing by 100% and AI audio products' user transactions growing by over 300% [1] Group 2: Company Developments - TaiLing Micro reported that its new edge AI chip will be in mass production soon, with applications in wireless audio, smart homes, and wearables, contributing to a revenue of over 10 million yuan in Q2 2023 [1] - Hengxuan Technology's new wearable chip, BES2800, achieved mass production and is expected to generate 32% of its 2024 revenue from smartwatch and wristband products, with a year-on-year revenue growth of approximately 116% [5][6] Group 3: Future Projections - Canalys predicts that by 2025, the global penetration rate of AI smartphones will reach 34%, indicating a significant market opportunity for manufacturers [2] - The AI personal computer (AIPC) segment is expected to grow as major companies like Apple and Huawei invest in local AI model execution, enhancing customization and security [2][3]

证券代码：301536 证券简称：星宸科技 公告编号：2025-024 星宸科技股份有限公司 关于公司持股5%以上股东减持股份预披露公告 股东昆桥资本股权投资管理（深圳）有限公司－昆桥（深圳）半导体科技产业股权 投资基金合伙企业（有限合伙）与昆宸（深圳）企业管理咨询合伙企业（有限合伙）保 证向本公司提供的信息内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示： 1、星宸科技股份有限公司（以下简称"公司"）股东昆桥资本股权投资管 理（深圳）有限公司－昆桥（深圳）半导体科技产业股权投资基金合伙企业（有 限合伙）（以下简称"昆桥资本"）及其一致行动人昆宸（深圳）企业管理咨询 合伙企业（有限合伙）（以下简称"昆宸"）合计持有公司股份25,795,440股（占 公司总股本的6.13%），为公司首次公开发行前已发行的股份。 2、昆桥资本与昆宸计划自本公告披露之日起15个交易日后的3个月内，以集 中竞价交易方式和/或大宗交易方式合计减持公司股份不超过10,526,500股（占 公司总股本的2.5%）。若公司在本减持计划实施期间发生送股、 ...

Group 1 - The core viewpoint of the news highlights the positive performance of the artificial intelligence sector, with the China Securities Artificial Intelligence Industry Index showing an increase of 0.14% and several constituent stocks experiencing significant gains [1] - The artificial intelligence ETF (515980) has seen a trading volume of 72.55 million yuan and a recent average daily trading volume of 125 million yuan over the past month, indicating strong market interest [3] - The total scale of the artificial intelligence ETF has reached 3.538 billion yuan, with a total inflow of 53.59 million yuan over the last 22 trading days, suggesting robust investor confidence [3] Group 2 - The upcoming Global Artificial Intelligence Technology Conference (GAITC 2025) in Hangzhou will feature prominent figures from academia and industry, focusing on AI technology breakthroughs and industry trends [3] - The computer sector has experienced a new wave of growth driven by AI and self-controllable themes, despite facing fundamental pressures due to limited downstream spending [4] - UBS notes that international market interest in Chinese assets is increasing, particularly in new productivity sectors like artificial intelligence and high-end manufacturing, which are reshaping the narrative of the Chinese stock market [4] Group 3 - The artificial intelligence ETF is currently the only product tracking the artificial intelligence industry index, providing investors with exposure to high-growth potential companies in the sector [5] - Investors can also consider the Hua Fu Artificial Intelligence ETF linked funds to gain access to the artificial intelligence sector [5]

星宸科技股份有限公司 简式权益变动报告书 上市公司名称：星宸科技股份有限公司 股票上市地点：深圳证券交易所 股票简称：星宸科技 股票代码：301536 信息披露义务人 1：石誠投資股份有限公司 住所及通讯地址：Units 610 – 611, 6/F, Tower 2, Lippo Centre, 89 Queensway, Admiralty, Hong Kong 信息披露义务人 2：Minos International Limited 住所及通讯地址：Units 610 – 611, 6/F, Tower 2, Lippo Centre, 89 Queensway, Admiralty, Hong Kong 股份变动性质：股份减少（持股比例减少至 5%以下） 简式权益变动报告书签署日期：2025 年 6 月 3 日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》（以下简称《" 证券法》"）、 《上市公司收购管理办法》（以下简称"《收购办法》"）、《公开发行证券的公司信 息披露内容与格式准则第 15 号——权益变动报告书》（以下简称"准则 15 号"） 及相关的法律、法规编写本报告书。 ...

本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 1、本次权益变动主体为合计持有星宸科技股份有限公司（以下简称"星宸 科技"或"公司"）5%以上股份的股东石誠投資股份有限公司、Minos International Limited（以下简称"出让方"）。本次权益变动后，出让方拥有权 益的股份占公司总股本的比例由 6.8898%下降至 4.9998%。 2、出让方不属于星宸科技控股股东、实际控制人、董事、高级管理人员， 本次权益变动不会导致上市公司第一大股东、控股股东及实际控制人发生变化， 不会对公司治理结构及持续经营产生重大影响。 3、本次权益变动为询价转让方式，不会通过集中竞价交易方式进行，不触 及要约收购。受让方通过询价转让受让的股份，在受让后 6 个月内不得转让。 4、出让方询价转让股份数量为 7,958,034 股，占公司总股本的 1.8900%；询 价转让的价格为 47.74 元/股，交易金额 379,916,543.16 元。 证券代码：301536 证券简称：星宸科技 公告编号：2025-023 星宸科技股份有限公司 股东询价转让结果报告书暨持股 5%以上股东持 ...

中信证券股份有限公司 关于星宸科技股份有限公司 股东向特定机构投资者询价转让股份的核查报告 深圳证券交易所： | 序号 | 股东名称 | 截至 | 2025 年 | 5 月 | 16 日 | 持股比例 | | --- | --- | --- | --- | --- | --- | --- | | | | 收盘持股数量（股） | | | | | | 1 | Minos International Limited | | 11,057,040 | | | 2.63% | （二）本次询价转让数量 本次拟询价转让股数上限为 7,958,034 股，受让方获配后，本次询价转让情况如下： | 转让股东名称 | 转让股份数量（股） | 占总股本比例 | 占所持股份比例 | 转让股份来源 | | --- | --- | --- | --- | --- | | Minos International | 7,958,034 | 1.89% | 71.97% | 首发前股份 | | Limited | | | | | 中信证券股份有限公司（以下简称"中信证券"或"组织券商"）受委托担任 Minos International L ...

Market Overview - The Shanghai Composite Index fell by 0.05%, the Shenzhen Component Index decreased by 0.41%, and the ChiNext Index dropped by 0.80% on May 26, with a total market turnover of 1,033.9 billion yuan, a decrease of 148.7 billion yuan from the previous day [1] - Nearly 3,800 stocks rose, with sectors such as controlled nuclear fusion, gaming, and beverage manufacturing leading the gains [1] Stock Performance - A total of 62 stocks hit the daily limit, with 10 stocks on consecutive limit-up days, and 23 stocks failed to hit the limit, resulting in a limit-up rate of 73% (excluding ST and delisted stocks) [3] - Notable stocks include: - Super Control Holdings with 16 consecutive limit-up days - Ha Welding Technology with 20% limit-up on two consecutive days - Suzhou Longjie with 12 limit-up days in 8 days [3] Key Stocks and Transactions - Wuhan Fanggu achieved a limit-up with a turnover of 1.244 billion yuan and a turnover rate of 16.75%, with net purchases from the Shenzhen Stock Connect special seat amounting to 86.06 million yuan [6][10] - Hongbo Co. also reached a limit-up with a turnover of 2.737 billion yuan and a turnover rate of 33.82%, with institutional net selling of 47.87 million yuan [15][16] - Kaimeite Gas hit a limit-up with a turnover of 1.318 billion yuan and a turnover rate of 19.02%, with institutional net purchases of 49.61 million yuan [20][21] Institutional Activity - The top three net purchases by institutions on the day were Wuhan Fanggu, Hongbo Co., and Kaimeite Gas, with net purchases of 194 million yuan, 170 million yuan, and 164 million yuan, respectively [6] - The top three net sales by institutions were Zhongzhou Special Materials, Snowman Co., and New World, with net sales of 104 million yuan, 92 million yuan, and 86 million yuan, respectively [7] Sector Highlights - The controlled nuclear fusion sector showed strong performance, with multiple stocks achieving significant gains [3] - The gaming sector also saw notable activity, contributing to the overall market performance [1] Summary of Key Stocks - Star Technology reached a limit-up with a turnover of 1.327 billion yuan and a turnover rate of 11.86%, with institutional net purchases of 59.82 million yuan [25] - Baobian Electric achieved a limit-up with a turnover of 1.266 billion yuan and a turnover rate of 7.41%, with net purchases from the Shanghai Stock Connect special seat amounting to 26.30 million yuan [25][29]

Group 1 - The mobile payment sector saw an increase of 2.41%, ranking 9th among concept sectors, with 74 stocks rising, including Xingchen Technology which hit a 20% limit up [1] - Notable gainers in the mobile payment sector included Yunnei Power, which rose by 10.03%, and Runxin Technology, which increased by 13.16% [3][4] - The sector experienced a net inflow of 428 million yuan from main funds, with 27 stocks receiving net inflows, and Yunnei Power leading with a net inflow of 214 million yuan [2][3] Group 2 - The top three stocks in terms of net inflow ratio were Yuanwanggu (66.30%), Yunnei Power (66.24%), and Xiangyou Technology (43.89%) [3] - The overall market saw various concept sectors with significant fluctuations, including Controlled Nuclear Fusion up by 5.14% and E-sports up by 3.30%, while some sectors like Generic Drug Consistency Evaluation and Innovative Drugs faced declines [2] - The mobile payment sector's performance was supported by strong trading volumes, with stocks like Xingchen Technology and Runxin Technology showing high turnover rates of 11.86% and 15.54% respectively [3][4]

证券代码：301536 证券简称：星宸科技 公告编号：2025-022 星宸科技股份有限公司 关于与专业机构共同投资进展暨 完成私募投资基金备案登记的公告 近日，公司收到基金管理人的通知，基金已在中国证券投资基金业协会完 成备案手续，取得了《私募投资基金备案证明》，备案信息如下： 基金名称：上海华科致芯创业投资合伙企业（有限合伙） 管理人名称：上海华登高科私募基金管理有限公司 托管人名称：交通银行股份有限公司 备案日期：2025年5月21日 备案编码：SAYM62 公司将持续关注基金后续进展情况，按照相关法律、法规及规范性文件的 要求，及时履行信息披露义务，敬请广大投资者理性投资，注意投资风险。 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。 特此公告。 星宸科技股份有限公司 根据星宸科技股份有限公司（以下简称"公司"）战略规划和投资方向，为 更好地借助专业机构的专业力量及资源优势，帮助公司积极寻找优质项目，获 得投资回报，降低投资风险，提高公司的综合竞争力，公司作为有限合伙人以 现金方式认缴出资3,000万元人民币，参与认购上海华登高科私募基金管理有限 公司 ...

证券代码：301536 证券名称：星宸科技 公告编号：2025-021 星宸科技股份有限公司 股东询价转让定价情况提示性公告 Minos International Limited（以下简称"出让方"）保证向星宸科技股份 有限公司（以下简称"星宸科技"或"公司"）提供的信息内容不存在任何虚假 记载、误导性陈述或者重大遗漏，并对其真实性、准确性和完整性依法承担法律 责任。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 重要内容提示： 一、本次询价转让初步定价 （一）经向机构投资者询价后，初步确定的转让价格为47.74元/股。 （二）经出让方与组织券商协商，一致决定启动追加认购程序，追加认购截 止时间不晚于2025年5月30日。 二、相关风险提示 （一）本次询价转让受让方及受让股数仅为初步结果，尚存在拟转让股份被 司法冻结、扣划等风险。询价转让的最终结果以中国证券登记结算有限责任公司 深圳分公司最终办理结果为准。 （二）本次询价转让不涉及公司控制权变更，不会影响公司治理结构和持续 经营。 根据2025年5月19日询价申购情况，初步确定的本次询价转让价格为47.74元/ 股； 本次询价转让不通 ...