证券日报网讯1月26日，星宸科技（301536）在互动平台回答投资者提问时表示，截至1月20日公司的股 东总户数为29186户。 ...

Group 1: Target Price Increases - The companies with the highest target price increases from January 12 to January 18 are Baili Tianheng, Hunan YN, and Huali Technology, with target price increases of 319.47%, 85.81%, and 58.27% respectively, belonging to the chemical pharmaceuticals, battery, and entertainment products industries [1][2]. Group 2: Broker Recommendations - A total of 191 listed companies received broker recommendations during the same period, with Dongpeng Beverage receiving 9 recommendations, and Pudong Development Bank receiving 8 recommendations [3][4]. - The top recommended companies include Dongpeng Beverage, Pudong Development Bank, and Guizhou Moutai, with respective recommendations from 9, 8, and 7 brokers [3][4]. Group 3: Rating Adjustments - Four companies had their ratings upgraded, including Jiayuan Technology from "Hold" to "Buy" by Tianfeng Securities, and Dike Co. from "Hold" to "Strong Buy" by CMB [5]. - One company, Shaanxi Energy, had its rating downgraded from "Buy" to "Hold" by Guotou Securities [6]. Group 4: First Coverage - During the same period, 60 instances of first coverage were reported, with companies like Chuanjin Nuo and Dongyangguang receiving "Hold" ratings from Guotai Junan Securities [7]. - Other companies receiving first coverage include Qiaoyin Co. with a "Buy" rating from Guosheng Securities, and Yubang Power with a "Buy" rating from Zheshang Securities [7].

Core Insights - The visual AI SoC market is experiencing significant growth, with global shipments expected to reach 365 million units by 2025 and 491 million units by 2026, driven primarily by security applications [1][5][10] - The industry is evolving from a focus on security to a broader range of intelligent applications across various sectors, including automotive and robotics [1][5] - The competitive landscape features both international giants and domestic players, with a high market concentration expected, indicating a few companies will dominate the market [8][9] Group 1: Industry Definition and Applications - Visual AI SoC is a specialized type of AI SoC optimized for visual tasks, integrating NPU for efficient image and video processing [2][4] - Applications include smart security, robotics, mobile imaging devices, and automotive sectors, supporting real-time image processing and object recognition [2][4] Group 2: Industry Development Status - The global AI SoC shipment is projected to grow from 949 million units in 2020 to 1.926 billion units by 2025, with further growth expected to 2.369 billion units by 2026 [4][5] - The visual AI SoC segment is a key driver of this growth, particularly in the security sector, which is expected to account for over half of the shipments [5][10] Group 3: Industry Supply Chain - The supply chain includes upstream components like IP core supply, EDA tools, and semiconductor manufacturing, while midstream focuses on chip production and system integration [6][8] - Downstream applications span various industries, including smart security, service robots, mobile imaging, and automotive sectors [6][8] Group 4: Competitive Landscape - The market is characterized by high concentration, with the top five companies expected to hold 70.3% of the market share by 2024 [8] - Key players in the domestic market include StarChip Technology, Amlogic, and several others, indicating a competitive environment [8][9] Group 5: Industry Development Trends - The industry is transitioning towards "scene intelligence" driven by advancements in 5G, AI, and big data technologies, supported by national policies promoting domestic R&D [10][11] - The increasing maturity of these technologies is expected to enhance the application of visual AI SoC across various sectors [10][11]

Group 1 - TSMC's strong Q4 earnings report exceeded expectations, leading to a historic high in its stock price, which positively influenced semiconductor stocks in the A-share market [1] - TSMC's CEO and CFO announced a capital expenditure plan for 2026 that could reach $56 billion, a significant increase of 37% from the actual spending of $40.9 billion in 2025, marking the highest in the company's history [1] Group 2 - Notable stock performances in the semiconductor sector included Tianyue Advanced rising over 12%, Hengkun New Materials and Xingchen Technology both increasing over 8%, and several other companies like Shanghai Hejing and Yitang shares rising over 6% [2] - The year-to-date performance of these stocks shows significant gains, with Hengkun New Materials up 45.28% and Tianyue Advanced up 17.32% [2]

Core Viewpoint - The company, Xingchen Technology (301536.SZ), has conducted its first share buyback on January 14, 2026, through a centralized bidding transaction, indicating a strategic move to enhance shareholder value [1] Group 1: Buyback Details - The total number of shares repurchased by the company is 464,200 shares, which represents 0.1101% of the company's total share capital [1] - The highest transaction price for the buyback was 65.18 yuan per share, while the lowest transaction price was 63.78 yuan per share [1] - The total amount spent on the buyback, excluding transaction fees, was 29,999,642.00 yuan [1]

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。 公司后续将严格按照《上市公司股份回购规则》《回购指引》等相关规定， 在回购期限内根据市场情况择机实施本次回购股份方案，并在回购期间根据相关 法律、法规和规范性文件的规定及时履行信息披露义务，敬请广大投资者注意投 资风险。 星宸科技股份有限公司（以下简称"公司"）于2026年1月8日召开第二届董事 会第十三次会议，审议并通过《关于以集中竞价交易方式回购公司股份方案的议 案》，同意公司使用自有资金和/或自筹资金（含股票回购专项贷款资金等）以 集中竞价交易的方式回购公司部分股份，用于股权激励和/或员工持股计划。本 次回购股份的价格为不超过88.90元/股（含），回购资金总额不低于人民币6,000 万元（含），不超过人民币12,000万元（含），按回购总金额上下限和回购股份 价格上限测算，预计可回购股份数量为674,916股至1,349,831股，占公司目前总 股本比例为0.16%至0.32%。回购期限为自公司董事会审议通过本次回购方案之 日起不超过12个月，具体回购数量及回购金额以回购期满或回购完毕时实际回购 的股份数 ...

证券日报网讯1月14日，星宸科技（301536）在互动平台回答投资者提问时表示，公司在2025年开发者 大会上发布了最新移动视觉研发成果ISP6.0，其HDR动态范围达140dB，支持AI HDR算法消除鬼影； EIS新增地平线锁定功能，实现领先的运动防抖效果；搭配色彩引擎及升级3A算法，可适配公司第二代 智能眼镜及其他移动影像设备的动态场景。公司目标成为移动影像视觉芯片国产替代领军企业，正与多 个品牌客户积极对接，客户认可视觉效果业内领先。 ...

证券日报网讯1月13日，星宸科技（301536）在互动平台回答投资者提问时表示，公司每年KGD采购量 过亿级，与多家主流存储供应商密切合作，凭借规模效应优先锁产能、争最优价，能够快速保障供应。 在行业缺货背景下，许多客户因外挂存储缺货、价格暴涨而转向公司的内置存储产品，带来增量订单的 同时也提升了定价能力。公司则通过长期协议锁产能、靠规模效应保性价比，将供应链能力转化为增长 动力与竞争壁垒。 ...

Group 1 - The core viewpoint of the article is that Xingchen Technology (301536) has developed chip products for commercial low-altitude economic devices and consumer drones, but does not engage in applications related to commercial aerospace and controllable nuclear fusion [1] Group 2 - The company has responded to investor inquiries on its interactive platform regarding its smart perception business line [1] - The focus of the company's chip development is on commercial low-altitude economic devices and consumer-grade drones [1] - The company explicitly states that it does not involve itself in commercial aerospace and controllable nuclear fusion applications [1]

序号 股东名称 持有数量（股） 占公司总股本 的比例（%） 1 SigmaStarTechnologyInc. 121,203,000 28.74 2 EliteStarHoldingsLimited 35,481,110 8.41 3 厦门芯宸投资合伙企业（有限合伙） 18,568,420 4.40 4 石誠投資股份有限公司 17,693,200 4.20 5 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） 12,447,958 2.95 6 厦门耀宸投资合伙企业（有限合伙） 10,437,120 2.47 7 和石投資股份有限公司 10,278,000 2.44 8 TreasureStarHoldingsLimited 9,402,480 2.23 9 SupremeStarHoldingsLimited 8,824,320 2.09 一、公司前十名股东持股情况 | 序号 | 股东名称 | 持有数量（股） | 占公司总股本 的比例（%） | | --- | --- | --- | --- | | 10 | 厦门瀚宸投资合伙企业（有限合伙） | 8,4 ...