中国国际金融股份有限公司 关于星宸科技股份有限公司 2025 年度持续督导培训情况的报告 深圳证券交易所： 中国国际金融股份有限公司（以下简称"中金公司"或"保荐机构"）根据《深 圳证券交易所上市公司自律监管指引第 13 号--保荐业务》和《深圳证券交易所上 市公司自律监管指引第 2 号--创业板上市公司规范运作》等相关法律法规的要求， 对星宸科技股份有限公司（以下简称"星宸科技"、"公司"）的董事、高级管理人 员及关键岗位人员等进行了 2025 年度持续督导培训，报告如下： 一、本次持续督导培训的基本情况 实施本次培训前，中金公司编制了培训材料，并提前要求星宸科技接受培训 的人员了解培训相关内容。 本次培训于 2025 年 12 月 11 日上午 10:30-11:30 在公司办公地福建省厦门市 同安区后詹路 1 号举行，采取现场培训和远程培训相结合的方式进行，中金公司 委派保荐代表人申泽宁对公司董事、高级管理人员和关键岗位人员等相关人员进 行了培训。培训后，中金公司向星宸科技提供了讲义课件及相关学习材料以供自 学。 二、现场培训的主要内容 本次培训重点介绍了创业板董高任职行为规范、股份变动、投资者保护等相 ...

证券日报网讯12月24日，星宸科技（301536）在互动平台回答投资者提问时表示，截至12月19日总户数 为33359户。 ...

Group 1 - The core stock price of Xingchen Technology increased by 2.06% to 62.05 CNY per share, with a total market capitalization of 26.167 billion CNY as of December 24 [1] - The net inflow of main funds was 8.6824 million CNY, with large orders accounting for 21.71% of total buying and 18.79% of total selling [1] - The company has experienced a stock price decline of 22.15% year-to-date, but has seen a recent increase of 6.80% over the last five trading days [2] Group 2 - Xingchen Technology's main business involves the research and sales of video surveillance chips, with 99.93% of revenue coming from product sales [2] - As of December 10, the number of shareholders increased by 10.49% to 33,800, while the average circulating shares per person decreased by 9.50% [2] - For the period from January to September 2025, the company achieved a revenue of 2.166 billion CNY, representing a year-on-year growth of 19.50% [2] Group 3 - Since its A-share listing, Xingchen Technology has distributed a total of 126 million CNY in dividends [3] - As of September 30, 2025, the top ten circulating shareholders included E Fund's ChiNext ETF, which held 3.571 million shares, a decrease of 584,800 shares from the previous period [3]

12月22日盘中，浙江世宝A股再度涨停走出5连板，5天累计涨幅达61.17%。港股方面，截至发稿，该股 大涨超9%。 编辑 ｜钉钉 智能驾驶板块的其他个股同样继续活跃，亚太股份、北斗星通涨停，经纬恒润涨超9%，万马科技涨超 8%。 | < 日 | 智能驾驶(931783) 1451.71 38.48 +2.72% | | | Q | | --- | --- | --- | --- | --- | | | | | | Ky | | 资料 | 成分 资讯 相关基金 | | | 月度收益 | | 名称 | | 现价 | 涨跌幅 ◆ | lil | | 亚太股份 | | 15.05 | 10.01% | 0.00% | | 002284.SZ | | | | | | 浙江世宗 | | 19.26 | 9.99% | 0.00% | | 002703.SZ | | | | | | 哪些方 | | 36.43 | 9.99% | 0.00% | | 002151.SZ | | | | | | 经纬恒润-W | | 121.03 | 9.49% | 0.82% | | 688326.SH | | | | | | 万马科技 ...

Group 1 - Zhejiang Shibao's A-shares hit the limit up for the fifth consecutive day, with a total increase of 61.17% over five days [1] - The stock also saw a significant rise of over 9% in the Hong Kong market [1] - Other stocks in the smart driving sector remained active, with notable performances from Asia Pacific Holdings and Beidou Star, both hitting the limit up, while Jingwei Hengrun rose over 9% and Wanma Technology increased by over 8% [1] Group 2 - The smart driving sector index showed a current price of 1451.71, with a rise of 2.72% [2] - Asia Pacific Holdings reached a price of 15.05, with a gain of 10.01% [2] - Zhejiang Shibao's current price is 19.26, also with a gain of 9.99% [2] - Beidou Star's price is 36.43, reflecting a 9.99% increase [2] - Jingwei Hengrun's price is 121.03, with a rise of 9.49% [2] - Wanma Technology's price is 46.35, showing an increase of 8.65% [2]

Group 1 - The A-share technology sector experienced a rebound, with the AI index on the ChiNext board rising by 1.07% as of 13:06 on December 19, 2025 [1] - Notable stocks included Xinyi Sheng (300502) up by 3.80%, Zhongke Chuangda (300496) up by 3.26%, and Xingchen Technology (301536) up by 3.22% [1] - The Huaxia ChiNext AI ETF (159381) increased by 1.00%, reaching a latest price of 1.82 yuan, and has seen a cumulative increase of 6.58% over the past two weeks [1] Group 2 - The Huaxia ChiNext AI ETF has seen continuous net inflows over the past eight days, with a peak single-day inflow of 120 million yuan, totaling 504 million yuan, and reaching a new high in scale of 1.68 billion yuan [3] - The ByteDance Volcano Engine announced new pricing models and an "AI Savings Plan" at its conference, which could help enterprises save up to 47% on usage costs [3] - The Volcano Engine is rapidly growing as a dark horse in the cloud computing sector, leveraging its technological advantages and ecosystem [3] Group 3 - As of December 18, 2025, the Huaxia ChiNext AI ETF has achieved a net value increase of 89.94% over the past six months, ranking first among comparable funds [4] - The ETF's highest monthly return since inception was 37.61%, with a maximum consecutive monthly increase of 93.37% [4] - The management fee for the Huaxia ChiNext AI ETF is 0.15%, and the custody fee is 0.05%, making it the lowest among comparable funds [4]

Core Viewpoint - The upcoming launch of Google's TPU v7 chip represents a significant advancement in AI computing power, with performance metrics comparable to NVIDIA's B200, which is expected to drive demand in the ASIC chip and related industries [1][2]. Group 1: Market Performance - The CSI Artificial Intelligence Theme Index (930713) rose by 1.59%, with notable gains from constituent stocks such as Jingsheng Electronics (600699) up 7.92% and Desay SV (002920) up 7.38% [1]. - The AI Artificial Intelligence ETF (512930) increased by 1.43%, with the latest price at 2.13 yuan [1]. Group 2: Technological Advancements - Google's TPU v7 chip, named "Ironwood," features a peak computing power of 4614 TFLOPs (FP8 precision), 192GB of HBM3e memory, and a memory bandwidth of 7.4TB/s, with a power consumption of approximately 1000W [1][2]. - Compared to its predecessor, the Ironwood chip's computing power has increased by 4.7 times, and its energy efficiency has reached 29.3 TFLOPs per watt, doubling that of the previous generation [1]. Group 3: Industry Implications - The TPU v7 chip focuses on AI inference scenarios and utilizes a 100% liquid cooling architecture, which is expected to significantly reduce the cost of large model inference [2]. - As Google Cloud accelerates its commercial deployment, major overseas companies like Meta are planning to access computing power through rental agreements, which will further stimulate growth in the ASIC chip and supporting industry chain, including liquid cooling, power supply, and PCB sectors [2]. Group 4: Index Composition - As of November 28, 2025, the top ten weighted stocks in the CSI Artificial Intelligence Theme Index include companies such as Zhongji Xuchuang (300308) and Hikvision (002415), collectively accounting for 63.92% of the index [2].

Core Viewpoint - The company emphasizes its commitment to long-term value and investor returns, expressing confidence in the continued improvement of its business fundamentals [2] Group 1: Business Focus and Growth - The company is focused on core areas in AI edge computing, with rapid growth in new businesses such as robotics and vehicle visual perception [2] - Products are being upgraded towards higher-end offerings, indicating a strategic shift to enhance product quality and market positioning [2] Group 2: Strategic Investments - The company is exploring various cutting-edge fields, including embodied intelligence, AI reasoning, and large models, through strategic investments and acquisitions [2] - These efforts aim to strengthen the company's core capabilities and expand its scale in the industry [2] Group 3: Market Performance - The company's stock price fluctuations are influenced by a variety of factors, and investors are advised to approach the market with rationality and awareness of investment risks [2]

证券日报网讯12月17日，星宸科技（301536）在互动平台回答投资者提问时表示，股东减持属于二级市 场的市场化交易行为，与公司内部管理及运营团队无关联，不会对公司日常经营产生影响。敬请投资者 理性看待，注意投资风险。 ...

Core Viewpoint - The company is actively collaborating with several leading brands in various edge AI applications, including smart vision and intelligent robotics, as well as smart vehicle applications [1] Group 1: Smart Glasses Business - The company is engaging with multiple brand clients in the smart glasses sector, with clients recognizing the visual effects as industry-leading [1] - The smart glasses business is still in the early stages of research and market engagement, contributing minimally to the company's overall performance [1]