Novosense(SH:688052) Zhi Tong Cai Jing·2026-01-07 10:39Group 1 - The Shanghai and Shenzhen Stock Exchanges announced that Naxin Micro will be included in the Hong Kong Stock Connect eligible securities list effective January 5, following the end of its price stabilization period in the Hong Kong market and after being listed for 10 trading days in A-shares [3] - According to Frost & Sullivan, Naxin Micro ranks fifth among Chinese analog chip manufacturers by simulated chip revenue in 2024, and is the only company among the top ten domestic manufacturers focusing on three major product lines: sensors, signal chain chips, and power management chips [3] Group 2 - Open Source Securities has notified clients of a price increase mechanism for its entire product line, planning to implement an average price increase of approximately 15% starting February 1, 2026 [4] - The leading analog chip manufacturer had already raised prices in the third quarter by more than 10% to 30%, primarily due to rising costs [4] - The price increase is driven by a slow recovery in demand from the industrial control and automotive sectors, as well as increased demand for high-power and high-current analog chips from AI data centers [4] - The firm believes that as downstream demand continues to recover and AI capital expenditures remain high, there will be upward opportunities for domestic analog demand and prices in 2026 [4]