Core Insights - The three major telecom operators in China have officially launched eSIM mobile services, marking a significant advancement in the eSIM technology for smartphones and creating new growth opportunities for the eSIM industry chain [1] Industry Overview - The global eSIM chip shipment reached 446 million in 2023, covering various products including smartphones and automotive devices. By the end of 2025, the number of global eSIM smartphone connections is expected to reach 1 billion, increasing to 6.9 billion by 2030, which will account for three-quarters of total smartphone connections [1][6] - The eSIM technology is centered around the embedded Universal Integrated Circuit Card (eUICC) chip, which allows for remote SIM configuration and management, enhancing user experience and security [2] Market Dynamics - The demand for eUICC chips is anticipated to grow significantly due to the commercial launch of eSIM services by the three major telecom operators, with the number of domestic eSIM users reaching 3.62 million in 2023, 90% of which are smartwatch users [3] - Domestic companies like Unisoc and Huada Semiconductor are emerging in the eSIM chip design sector, with products widely used in global consumer electronics and IoT devices [2] Supply Chain Opportunities - The etching lead frame, a key material for eSIM chip packaging, has substantial potential for domestic substitution, with the demand for this material expected to rise as eSIM applications accelerate [4] - The WLCSP (Wafer-Level Chip Scale Package) technology is crucial for miniaturizing eSIM chips and is already adopted by major international manufacturers like Apple and Samsung [5] Strategic Positioning - Companies that proactively invest in technology development and establish strong ties with terminal manufacturers and telecom operators are likely to gain competitive advantages in the evolving eSIM industry [6]

Core Viewpoint - The company is currently advancing the large-scale introduction of packaging products and aims to expedite the operation and production capacity of its production lines to undertake more tasks [1] Group 1 - The company is focusing on the large-scale introduction of packaging products [1] - The company plans to enhance the operational maturity and production capacity of its production lines [1] - The goal is to take on additional tasks as production capabilities improve [1]

Core Viewpoint - The company has received recognition for its existing SoPC products from core customers, with some products already in mass production and others in the customer introduction phase [1] Group 1 - The company is actively promoting the research and application of new SoPC products based on market and customer demands [1] - Some SoPC products have already achieved mass supply, indicating a positive market response [1] - The company is also advancing the development of additional SoPC products [1]

Core Viewpoint - The company has received recognition for its existing SoPC products from core customers, with some products already in mass production and others in the customer introduction phase [1] Group 1 - The company is actively promoting the research and application of new SoPC products based on market and customer demands [1] - Some SoPC products have already achieved mass supply, indicating a positive market response [1] - The company is in the process of advancing the research and development of additional SoPC products [1]

Core Viewpoint - Unisoc (紫光国微) has received recognition from core customers for its existing SoPC products, with some products already in mass supply and others in the customer onboarding phase [1] Group 1 - The company is actively promoting the research and development of new SoPC products based on market and customer demands [1] - Some SoPC products have achieved mass supply, indicating a positive market reception [1] - The company is in the process of advancing the development of additional SoPC products [1]

| 证券代码：002049 | 证券简称：紫光国微 公告编号：2025-093 | | --- | --- | | 债券代码：127038 债券简称：国微转债 | | 紫光国芯微电子股份有限公司 2025 年第三次临时股东会决议公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 现场会议召开时间为：2025年10月20日（星期一）下午14:30； 网络投票时间为：2025年10月20日，其中，通过深圳证券交易所交易系统进 行 网 络 投 票 的 具 体 时 间 为 ： 2025 年 10 月 20 日 9:15-9:25 ， 9:30-11:30 和 13:00-15:00；通过深圳证券交易所互联网投票系统投票的具体时间为：2025年 10月20日9:15至15:00期间的任意时间。 2．现场会议召开地点：北京市海淀区知春路7号致真大厦B座16层紫光国芯 微电子股份有限公司（以下简称"公司"）会议室 3．会议召开方式：现场投票与网络投票相结合的方式 4．会议召集人：公司董事会 5．会议主持人：董事长陈杰先生 6．本次会议的召集、召开符合《公司法》 ...

北京市中伦律师事务所 关于紫光国芯微电子股份有限公司 2025 年第三次临时股东会的 法律意见书 北京市中伦律师事务所 关于紫光国芯微电子股份有限公司 二〇二五年十月 北京 • 上海 • 深圳 • 广州 • 武汉 • 成都 • 重庆 • 青岛 • 杭州 • 南京 • 海口 • 东京 • 香港 • 伦敦 • 纽约 • 洛杉矶 • 旧金山 • 阿拉木图 Beijing • Shanghai • Shenzhen • Guangzhou • Wuhan • Chengdu • Chongqing • Qingdao • Hangzhou • Nanjing • Haikou • Tokyo • Hong Kong • London • New York • Los Angeles • San Francisco • Almaty 2025 年第三次临时股东会的 法律意见书 致：紫光国芯微电子股份有限公司 根据现行有效的《中华人民共和国公司法》《中华人民共和国证券法》（以 下简称"《证券法》"）、《上市公司股东会规则》及其他相关法律、行政法规、 部门规章和规范性文件以及紫光国芯微电子股份有限公司（以下简称"公司"）现 ...

| 证券代码：002049 | 证券简称：紫光国微 | 公告编号：2025-092 | | --- | --- | --- | | 债券代码：127038 | 债券简称：国微转债 | | 紫光国芯微电子股份有限公司 关于 2025 年股票期权激励计划内幕信息知情人及激励对象买卖 公司股票及其衍生品种情况的自查报告 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。 紫光国芯微电子股份有限公司（以下简称"公司"）于 2025 年 9 月 25 日召 开第八届董事会第三十次会议和第八届监事会第十八次会议，审议通过了《关于 <2025 年股票期权激励计划（草案）>及其摘要的议案》及相关议案，具体内容 详 见 公 司 于 2025 年 9 月 26 日 在 《 中 国 证 券 报 》 及 巨 潮 资 讯 网 （http://www.cninfo.com.cn）上披露的相关公告。 根据《上市公司股权激励管理办法》《深圳证券交易所上市公司自律监管指 南第 1 号——业务办理》等法律、法规、规章及规范性文件的规定，通过向中国 证券登记结算有限责任公司深圳分公司查询，公司对 20 ...

Core Insights - eSIM technology is entering a new commercial phase in China, with major telecom operators officially launching eSIM services for mobile phones, marking a significant shift in the industry [2][3] - The adoption of eSIM is expected to expand beyond mobile phones into various sectors, including consumer electronics and the Internet of Things (IoT), driven by technological advancements and policy support [3][4] Industry Developments - Apple has announced the launch of the iPhone Air, the first eSIM-only phone in China, set to be released on October 22 [2] - Domestic brands like OPPO and vivo are quickly following suit, with OPPO already launching an eSIM-compatible model and others expected to release their versions soon [2][3] - eSIM technology is anticipated to enhance device capabilities, such as waterproofing and shock resistance, while also allowing for multiple SIM profiles [3] Market Performance - eSIM concept stocks have shown strong performance, with an average increase of 42.42% year-to-date, significantly outperforming the Shanghai Composite Index [5] - Six stocks in the eSIM sector have seen gains exceeding 50%, including Hengbao Co., Dongxin Peace, and Meige Intelligent [5] - Despite the overall positive trend, some stocks have experienced significant pullbacks, with several dropping over 30% from their year-to-date highs [8] Company Strategies - Several A-share companies are actively investing in eSIM technology, including Unisoc, which has launched multiple eSIM products, and Eastcompeace, which has developed an embedded operating system for eSIM management [4] - Megmeet has established a mature eSIM solution and is producing large volumes of 4G/5G chips, while Chutianlong has received product approval from China Unicom for its eSIM offerings [4] Future Projections - GSMA Intelligence forecasts that by the end of 2025, global eSIM smartphone connections will reach 1 billion, and by 2030, this number is expected to rise to 6.9 billion, representing 76% of total smartphone connections [3]

Group 1 - The semiconductor leader ETF (159665) opened with a gain of 1.25%, priced at 1.775 yuan [1] - Key holdings in the ETF include: - SMIC up 1.74% - Haiguang Information up 2.96% - Cambrian up 2.04% - North Huachuang up 1.64% - OmniVision up 1.41% - Lattice Semiconductor up 2.88% - Zhongwei Company up 2.33% - Zhaoyi Innovation up 3.24% - Changdian Technology up 1.90% - Unisoc up 1.71% [1] - The ETF's performance benchmark is the National Securities Semiconductor Chip Index return, managed by ICBC Credit Suisse Asset Management Company, with a return of 75.25% since its establishment on December 22, 2022, and a return of 0.36% over the past month [1]