12月26日消息，半导体龙头紫光国微（002049）于25日晚间披露重磅公告，公司全资子公司紫光同芯将 联合关联方及行业巨头宁德时代旗下子公司共同出资设立新公司，专注推进汽车域控芯片业务的独立运 营与发展。 | 证券代码:002049 | 证券简称:紫光国微 公告编号:2025-106 | | --- | --- | | 债券代码:127038 | 债券简称:国微转债 | 根据公告，新设立的公司名为 紫光同芯微电子科技（北京）有限公司 （暂定名，下称"紫光同芯科 技"），注册资本3亿元。股权结构方面，紫光同芯作为主发起方认缴出资1.53亿元，占股51%，牢牢掌 握新公司控制权；关联方志成高远认缴出资占比20%，创智同务、创智同实分别占比10%，创智同求、 创智同真各占2%；非关联方宁德时代全资子公司宁波梅山保税港区问鼎投资有限公司（下称"问鼎投 资"）出资1500万元，占股5%，成为重要战略股东。 值得注意的是，创智同务、创智同实等四家持股平台的执行事务合伙人均为紫光国微副总裁岳超，且岳 超在各平台持股比例高达99%。这种员工持股架构设计，将核心管理团队利益与新公司发展深度绑定， 有望进一步激发团队积极性，为 ...

【文/观察者网 心智观察所】 2024年9月，一颗芯片的点亮，让中国汽车半导体产业迎来了一个历史性时刻。紫荆M100——国内首款 真正实现量产上车的RISC-V车规级MCU，从长城汽车的实验室走向了量产车型的控制器主板。这不仅 是一家初创企业的里程碑，更是中国汽车芯片国产化进程中一次意义深远的突破。 在全球芯片供应链波动加剧、汽车智能化加速演进的大背景下，紫荆半导体选择了一条与众不同的道 路：以RISC-V开源架构为技术底座，以整车厂深度绑定为商业模式，用两年时间走完了行业通常需要 四到五年才能完成的量产上车全流程。近日，在中国汽车芯片产业创新战略联盟2025全体成员大会上， 观察者网对紫荆半导体董事长曹常锋进行了深度对话，力图还原这家公司从长城内部孵化到独立运营的 创业历程，以及其背后的技术逻辑与商业思考。 从孵化到远航 紫荆半导体的故事，要从长城汽车的一次战略决策说起。 "我们是长城汽车孵化的，专注于RISC-V车规级芯片研发。"曹常锋开门见山地介绍道，"在长城内部孵 化了大约两年时间，2024年11月29日正式成立。"这家年轻的公司2025年获得了5亿元的战略投资，为后 续发展注入了充足的资金动力。 值 ...

在全球汽车产业电动化、智能化转型的大潮中，汽车芯片作为核心部件，其重要性日益凸显。纳芯微电 子（简称纳芯微），作为国产模拟芯片领域的领军企业，凭借其高性能、高可靠性的产品，在汽车电子 领域取得了显著成就。12月18日，在中国汽车芯片联盟全体大会现场，记者有幸专访了纳芯微汽车业务 负责人叶舟先生，就纳芯微在汽车芯片领域的创新实践、市场布局及未来展望进行了深入交流。 《中国汽车报》记者：纳芯微近年来在汽车业务上的表现非常抢眼，能否分享一下具体的增长数据？ 叶舟：当然。近年来，纳芯微的汽车业务确实实现了快速增长。2022年，我们的汽车业务营收为3.86亿 元，到2023年，尽管行业处于低谷期，我们依然实现了逆势增长，营收达到4.04亿元。而到了2024年， 营收更是大幅攀升至7.19亿元。今年前三季度，我们的汽车业务营收已经超过了7.98亿元，超过了去年 全年的水平。出货量方面，也从2022年的1亿颗增长至2024年的3.63亿颗，今年上半年已经达到了3.1亿 颗，累计出货量超过9.8亿颗。 《中国汽车报》记者：纳芯微在市场上的排名和客户覆盖情况如何？ 叶舟：按2024年的汽车模拟芯片收入统计，纳芯微在中国厂商中排 ...

大家早上壕！ 先看海外要闻： 美国CPI超预期降温强化了降息交易，叠加美光财报提振，标普500涨近0.8%，结束四连跌，道指涨幅0.14%，纳指涨幅1.38%。周五三巫日，将 迎来史上最大规模期权到期。欧股创收盘历史新高。 美股科技七巨头涨幅居前，特斯拉领涨，涨3.45%。美光大涨约12%。特朗普行政令降低大麻管制等级，大麻股票暴跌。特朗普媒体暴涨超 40%。 纳斯达克金龙中国指数收涨0.97%，Boss直聘收涨5.22%，小鹏涨2.82%，万国数据涨2.29%，脑再生科技收涨超12%。 微软或将在本月与Kimi合作上线新的Agent功能，以应对本土厂商激烈竞争。 国内重大事件汇总： 1、吴清出席中国资本市场学会学术委员会成立会议并召开资本市场"十五五"规划专家座谈会。 2、市场监管总局：综合整治"内卷式"竞争，推动形成优质优价、良性竞争的市场秩序。 3、商务部召开消费新业态新模式新场景试点工作部署推进视频会议：抓紧出台试点资金（项目）管理办法，精心筛选支持项目，增强试点支持 项目的消费拉动作用。 美元日内先跌后涨，最终微涨。人民币时隔一日再度走强，美国CPI后一度逼近7.03。 美债收益率普跌，CPI数据后 ...

据环球网援引共同社报道，本田公司17日透露，受半导体短缺影响，计划从12月下旬至明年1月上旬暂 停或减产日本和中国工厂的整车生产。其中，与广汽集团的合资工厂12月29日起停产5天，日本埼玉工 厂、铃鹿工厂等明年1月将停产2天且后续3天产量低于计划。北美工厂虽已恢复运转，但生产体制仍处 于岌岌可危状态，本田表示后续生产将根据芯片供应情况动态调整。 资料显示，据了解，自今年9月底荷兰政府对安世半导体实施运营冻结后，其荷兰总部又对安世中国采 取断供晶圆等单边操作，引发全球车规级芯片结构性短缺，多个国家的车企因此出现减产、停产情况。 在汽车用分立半导体领域，安世半导体的全球市场份额约达40%，该类产品是车辆电动助力转向系统、 动力控制单元等关键部件的核心元件，几乎适配全球多数车型，这也是其供应中断能引发全球多家车企 减产的核心原因。 汽车芯片短缺持续扰动全球车企生产，凸显供应链自主可控的战略重要性，也为国产芯片企业带来替代 机遇。 华泰证券表示，功率器件行业处于周期磨底阶段，汽车电子需求的稳健增长成为行业复苏的核心驱动 力，AI技术赋能与国产化替代将共同加速行业拐点向上，具备车规级认证和规模化生产能力的企业有 望率先 ...

Core Insights - The Chinese automotive chip industry is undergoing a significant restructuring driven by the global wave of intelligent driving, with a focus on chip autonomy and technological discourse [1] - International automotive companies are increasingly viewing the Chinese market as a strategic area for chip deployment, as evidenced by the partnership between Volkswagen Group's CARIAD and Chinese tech company Horizon Robotics to establish a joint venture for chip design [1] - The push for domestic chip production is expected to accelerate, with a reported increase in the localization rate of automotive chips to around 15% by 2024 for independent brands, and some leading companies exceeding 40% [2][4] Industry Trends - The demand for high-performance chips is rising as automakers seek to enhance intelligent driving experiences, creating opportunities for breakthroughs in the chip sector [2] - New Chinese automotive players are rapidly advancing their self-developed chips, with companies like XPeng and NIO achieving significant milestones in chip production and performance [2] - Traditional automakers are opting for investment or collaboration strategies to enter the smart driving chip market, with examples including Geely's establishment of Yika Technology and Dongfeng's formation of a chip innovation consortium [3] Market Performance - The Chinese automotive chip industry is showing strong growth, with domestic companies now capable of covering a wide range of chip categories, particularly in analog chips [4] - The increasing localization of chip production is seen as a critical step for the industry to enhance competitiveness against international counterparts [4] Challenges - The self-development of chips presents significant challenges, including high costs, rapid technological changes, and the need for tailored solutions to meet unique market demands in China [5][6] - There is a shortage of skilled talent in chip design, complicating the self-development efforts of automotive companies [7] - Collaboration and resource allocation within teams can hinder the efficiency of chip development projects [7] Strategic Recommendations - The Chinese automotive chip industry should focus on building a complete industrial chain and mastering core technologies to ensure self-sufficiency [8] - Encouraging domestic automakers to increase their procurement of local chips and gradually replace imported ones is essential for industry growth [8] - A collaborative approach across the industry is necessary to overcome challenges and expand the scale of the automotive chip sector [8][9]

Core Insights - The domestic automotive chip sector has achieved significant milestones, with 20 million certified chips deployed and a market value exceeding 10 billion yuan, enhancing the self-sufficiency of China's automotive supply chain [1] - Five industry standards related to automotive chip certification have passed expert review, which will reduce evaluation costs and help meet international standards in reliability, functional safety, and information security [1] Group 1: Industry Challenges and Developments - The rapid development of China's new energy vehicle industry faces challenges such as unstable yield rates of domestic automotive chips, insufficient reliability, and difficulties in chip selection [1] - The traditional development cycle for fuel vehicles is 3-4 years, while new automotive players can update products annually, indicating a potential explosive growth in demand for smart automotive chips by next year [1] Group 2: Certification and Quality Standards - Currently, there is no platform or institution in China capable of completing comprehensive testing across chip-level, system-level, and vehicle-level for automotive chips, highlighting a gap in the existing certification and evaluation framework [2] - The "Quality Strong Chain" project aims to address the reliance on imported chips by establishing a complete certification system and revising multiple standards to enhance quality management and transparency in the industry [2] Group 3: Collaboration and Innovation - The importance of automotive chip reliability and industrial safety is emphasized for mastering core technologies and enhancing the resilience of the supply chain [3] - Collaboration across the automotive and chip industries is essential for high-quality development, with the market regulatory authority planning to continue the "Quality Strong Chain" project to foster deep cooperation among automotive companies, chip manufacturers, and certification bodies [3]

Group 1 - The 2025 Automotive Chip Ecological Conference and the annual meeting of the China Automotive Chip Standard Testing and Certification Alliance were held in Shenzhen, where the establishment of China Automotive Chip (Shenzhen) Technology Co., Ltd. was announced [1] - The company aims to promote platform construction around the "1-13-3-1" framework, which includes one central enterprise consortium, thirteen high-standard automotive chip testing laboratories, three industry platforms, and one national quality standard laboratory [1] - The platforms will support the national automotive chip standard system, conduct standard research, inspection and testing, industry promotion, application demonstration, external cooperation, and technical exchanges to address the challenges of domestic chip applications in vehicles [1] Group 2 - The launch of the automotive chip pilot verification demonstration project will facilitate collaboration among multiple enterprises to shorten the chip mass production cycle [2] - China Automotive Chip signed strategic cooperation agreements with 18 mainstream ecological enterprises in the industry chain, and held ceremonies for the release of two major ecological construction achievements: "High-Speed Media Transmission Technology (HSMT)" and "Fifth Generation Reduced Instruction Set Computing (RISC-V)" [2] - These breakthrough technologies are expected to accelerate the autonomous replacement process of core hardware for smart vehicles and upgrade electronic and electrical architectures, providing a secure and controllable technical foundation for key scenarios such as autonomous driving and intelligent cockpits [2]

Core Points - The establishment of the first automotive chip standard verification platform in mainland China is marked by the inauguration of Zhongqi Chip (Shenzhen) Technology Co., Ltd. in Pingshan, Shenzhen [1][2] - The 2025 Automotive Chip Ecological Conference gathered over 300 participants from automotive and chip companies, industry organizations, and research institutions [1][2] Industry Overview - The automotive chip industry is undergoing a transformation due to a new wave of technological revolution and industrial change, with chips becoming central to competition and innovation in the automotive sector [2] - Although the overall shortage of chips has eased, there are still structural imbalances in the chip industry chain, with insufficient domestic application and low driving effects [2] Company Initiatives - Zhongqi Chip (Shenzhen) Technology Co., Ltd. aims to address challenges in the domestic automotive chip application by establishing a comprehensive testing platform [2][5] - The platform will include a central enterprise consortium, 13 high-standard testing laboratories, three industry platforms, and a national quality standard laboratory for automotive chips [5] Strategic Collaborations - During the conference, Zhongqi Chip signed strategic cooperation agreements with 18 mainstream enterprises in the industry chain [5] - The Pingshan District has been enhancing the synergy between the automotive and chip industries through a comprehensive approach involving policy, infrastructure, innovation, industry, talent, and funding [5]

Core Viewpoint - Guangzhou Xinbang Intelligent Equipment Co., Ltd. plans to acquire 100% equity of Wuxi Indichip Microelectronics Technology Co., Ltd. through a combination of share issuance and cash payment, with a total transaction value of 285.6 million yuan [2] Group 1: Transaction Details - The transaction involves issuing shares to no more than 35 specific investors to raise matching funds [2] - The total transaction price of the target assets is 285,600,000 yuan [2] - Financial indicators show that the total assets, net assets, and recent year's operating income of the target company exceed 50% of the corresponding indicators in the listed company's audited consolidated financial report for 2024 [2] Group 2: Financial Comparison - The target company's total assets for 2024 are 67,264.13 million yuan, which is 191.37% of the listed company's total assets of 149,237.41 million yuan [2] - The target company's net assets are 52,290.42 million yuan, representing 235.56% of the listed company's net assets of 121,244.74 million yuan [2] - The target company's operating income is 58,414.70 million yuan, accounting for 87.77% of the listed company's operating income of 66,555.42 million yuan [2] Group 3: Company Overview - Indichip Microelectronics is a leading domestic supplier of automotive-grade mixed-signal chips, focusing on the research, design, and sales of automotive-grade mixed-signal chips since its establishment in 2017 [2][3] - The company has achieved significant growth, with cumulative shipments of over 350 million automotive chips and projected operating income of 584 million yuan for 2024, of which 551 million yuan comes from automotive-grade chips [2][3] Group 4: Product and Market Position - Indichip Microelectronics has developed a comprehensive range of automotive-grade digital and analog circuit IPs, integrating them into mixed-signal chips to enhance performance and cost-effectiveness [3] - The company's products are widely used in major domestic and international automotive brands, including BYD, SAIC Group, and Volkswagen, demonstrating its capability to penetrate both domestic and foreign markets [4]