格隆汇2月24日丨星宸科技(301536.SZ)公布，自2026年1月14日首次回购股份至2026年2月13日，公司通 过回购专用证券账户以集中竞价交易方式累计回购股份数量174.48万股，占公司总股本的0.4137%，最 高成交价为72元/股，最低成交价为63.78元/股，成交总金额为1.19亿元（不含交易费用）。鉴于回购总 金额已达到回购方案中的回购计划资金总额下限，已接近回购计划资金总额上限，公司已按披露的回购 方案完成回购。本次回购符合公司既定的回购方案及相关法律法规的要求。 ...

格隆汇2月24日丨星宸科技(301536.SZ)公布，自2026年1月14日首次回购股份至2026年2月13日，公司通 过回购专用证券账户以集中竞价交易方式累计回购股份数量174.48万股，占公司总股本的0.4137%，最 高成交价为72元/股，最低成交价为63.78元/股，成交总金额为1.19亿元（不含交易费用）。鉴于回购总 金额已达到回购方案中的回购计划资金总额下限，已接近回购计划资金总额上限，公司已按披露的回购 方案完成回购。本次回购符合公司既定的回购方案及相关法律法规的要求。 ...

证券代码：301536 证券简称：星宸科技 公告编号：2026-007 星宸科技股份有限公司 关于回购公司股份实施完成暨股份变动的公告 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。 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 的股份数量和回购金额为准。具体内容详见公司于2026年1月8日在巨潮资讯网 （www.cnin ...

东吴证券近日发布2026年端侧AI产业深度：互联网与云算力大厂加速布局端云协同硬件生态、筑牢AI 转型硬件底座，云算力企业与互联网大厂均在持续加大端侧布局力度，通过搭建端云协同的闭环硬件生 态体系，夯实自身向AI全面转型的底层硬件支撑。 IoT市场是当前规模最大的蓝海市场，也是国产替代的核心机遇所在。IoT覆盖穿戴、家居、工业等多元 场景，不仅对硬件技术能力提出要求，更需要适配具体场景与终端的定制化解决方案和软件生态。国产 芯片依托国内丰富的终端消费电子产业基础，拥有广阔的合作开发空间。其中，AI眼镜仍是当下尚未 被证伪的优质端侧场景，无论是作为手机的衍生产品，还是探索替代手机的产业方向，均在持续寻求最 优解决方案。具身智能有望实现与IoT、智能驾驶领域的技术能力平滑迁移，其适配场景的需求逐步清 晰，这些尚未完全定型的终端AI新场景，均为国产IoT芯片带来重要发展机遇。 端侧存储芯片：兆易创新等 以下为研究报告摘要： 投资要点 AI应用迭代驱动端侧硬件需求持续攀升，端侧高算力升级推动传统手机和PC端侧存量市场格局重塑， 行业巨头需依托AI软件需求驱动硬件创新以巩固地位。AI应用的落地离不开端侧硬件支撑，其快速 ...

Investment Rating - The report maintains a rating of "Buy" for the electronic industry, indicating a positive outlook for investment opportunities in this sector [1]. Core Insights - The IoT market is identified as the largest blue ocean market, presenting significant opportunities for domestic substitution, particularly in customized solutions and software ecosystems [2]. - The report emphasizes the importance of hardware supply chain enterprises in the AI transformation, as major internet and cloud computing companies accelerate their hardware ecosystem development [2]. - The evolution of edge AI is seen as a critical trend, with the need for high-performance edge hardware driving innovation in traditional mobile and PC markets [5][6]. - The automotive sector is highlighted as a prime application area for edge AI, with significant opportunities arising from the upgrade of in-vehicle chips and the construction of domestic ecosystems [5]. Summary by Sections 1. Edge AI and Domestic Supply Chain Opportunities - The transition of edge AI from concept to a well-defined industry path marks a strategic shift towards physical world applications, driven by privacy, security, and latency considerations [15]. - The deep restructuring of edge hardware provides a systemic elevation opportunity for domestic supply chains, particularly in new terminal markets like AI glasses and embodied intelligent robots [16]. 2. AI Empowering Mobile and PC Market Innovations - The demand for high-end smartphones is increasing due to the rapid adoption of AI technology, with projections indicating that by 2028, 54% of smartphones will feature edge AI capabilities [18]. - The average selling price (ASP) of smartphones is expected to rise, with a notable increase in the proportion of high-end models, driven by the demand for AI functionalities [21][19]. - The report notes that the semiconductor industry is experiencing a shift towards higher-end chip manufacturing processes, with TSMC's 2nm technology expected to enhance performance and efficiency significantly [23][24]. 3. Automotive Electronics and Edge AI Growth - The automotive sector is positioned as a second growth engine for edge AI, with in-vehicle chips evolving to meet the demands of intelligent driving and user interaction [5]. - The report discusses the competitive landscape of automotive chips, highlighting the rapid advancements in domestic chip manufacturers and their collaboration with new energy vehicle companies [5]. 4. Internet Giants Building Edge-Cloud Collaborative Ecosystems - Major internet companies are establishing comprehensive strategies that integrate cloud, AI, and chip development to strengthen their hardware foundations for AI transformation [10]. - The report outlines the strategic moves of companies like Alibaba, ByteDance, and Tencent in creating a cohesive hardware ecosystem that supports AI applications across various sectors [10].

证券日报网讯2月12日，星宸科技（301536）在互动平台回答投资者提问时表示，截至2月10日公司股东 总户数为26991户。 ...

AI人工智能ETF(512930)，场外联接(平安中证人工智能主题ETF发起式联接A：023384；平安中证人工 智能主题ETF发起式联接C：023385；平安中证人工智能主题ETF发起式联接E：024610)。 截至2026年2月11日 13:16，中证人工智能主题指数(930713)成分股方面涨跌互现，深信服领涨3.48%， 科沃斯上涨1.03%，星宸科技上涨0.95%；新易盛领跌。AI人工智能ETF(512930)最新报价2.24元。 风险提示：基金有风险，投资需谨慎。基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资 产，但不保证本基金一定盈利，也不保证最低收益。基金管理人提醒投资人基金投资的"买者自负"原 则，在做出投资决策后，基金运营状况与基金净值变化引致的投资风险，由投资人自行负担。基金的过 往业绩及其净值高低并不预示其未来业绩表现，基金管理人管理的其他基金的业绩不构成对本基金业绩 表现的保证。投资人购买基金，既可能按其持有份额分享基金投资所产生的收益，也可能承担基金投资 所带来的损失。投资人应当认真阅读《基金合同》《招募说明书》等基金法律文件，全面认识本基金的 风险收益特征和产品特性，并 ...

Group 1: Market Overview - The edge AI hardware sector is experiencing significant growth opportunities due to the rapid development of artificial intelligence technology, with a projected market increase from 321.9 billion yuan in 2025 to 1,222.3 billion yuan by 2029, representing a compound annual growth rate (CAGR) of 39.6% [1] - The demand for edge AI is driven by the deep integration of AI technology in consumer electronics, leading to upgrades in smartphones, PCs, and wearable devices [1] Group 2: Industry Developments - Companies across the edge AI hardware supply chain are accelerating their strategies, focusing on large models, chips, operating systems, and terminal manufacturing to create a collaborative ecosystem [1] - Tencent announced the launch of a consumer-grade model, HY-1.8B-2Bit, which has a parameter count of 0.3 billion and a memory requirement of 600MB, showcasing advancements in edge AI model development [2] - AI chip manufacturers are leveraging capital markets for growth, with companies like Aixin Yuanzhi becoming the largest provider of mid-to-high-end visual edge AI inference chips by 2024 [2] Group 3: Technological Advancements - Zhongke Chuangda is focusing on the development of an AI operating system (AIOS) to ensure long-term strategic positioning and competitive advantages in edge AI technology [3] - Manufacturers are preparing for the edge AI hardware wave, with companies like Lens Technology engaging in deep R&D and partnerships with leading AI platform companies to meet future hardware demands [3] Group 4: Future Outlook - Long-term forecasts suggest that 2026 will be a pivotal year for the mass adoption of edge AI products, as both hardware capabilities and model lightweighting have matured [4] - The emergence of edge AI products is expected to create new revenue models for model manufacturers and serve as a new consumer traffic entry point, supported by strong demand and rapid product iteration [5]

Group 1 - The core viewpoint of the news highlights the mixed performance of the AI sector, with specific stocks like Aobo Zhongguang and Xingchen Technology showing gains, while Kunlun Wanwei led the declines [1] - The AI Artificial Intelligence ETF (512930) is currently priced at 2.2 yuan, with a turnover rate of 3.3% and a transaction volume of 1.09 billion yuan during the trading session [1] - Over the past month, the average daily transaction volume of the AI Artificial Intelligence ETF reached 2.52 billion yuan, and its latest scale is 33.63 billion yuan [1] Group 2 - According to Zhongyin Securities, the uncertainty in AI application business models and hardware demand is a necessary phase for industry deepening rather than a trend ending, indicating that short-term corrections do not alter the long-term upward logic of the industry [2] - The report suggests that vertical application vendors are likely to build new barriers in the AI era by leveraging their industry experience and data advantages, with hardware demand expected to grow alongside software maturity [2] - The AI Artificial Intelligence ETF closely tracks the Zhongzheng Artificial Intelligence Theme Index, which selects 50 listed companies involved in providing basic resources, technology, and application support for AI [2] Group 3 - As of January 30, 2026, the top ten weighted stocks in the Zhongzheng Artificial Intelligence Theme Index accounted for 57.27% of the index, including companies like Zhongji Xuchuang and Hikvision [3] - The AI Artificial Intelligence ETF has several off-market connections, including Ping An Zhongzheng Artificial Intelligence Theme ETF Initiated Link A, C, and E [3]

（文章来源：证券日报） 证券日报网讯 2月4日，星宸科技在互动平台回答投资者提问时表示，子公司富芮坤的低功耗蓝牙芯片 产品在智能家居、车载出行、工业通讯、家电医疗、智能穿戴等领域已持续量产出货，成长快速，规模 位居行业前列。同时公司在研第二代穿戴视觉芯片，后续会配合市场需求适时推出适配的产品，目标成 为移动影像视觉芯片国产替代领军企业。 ...