据悉，新蕾电子是国内领先的电子元器件分销商，分销产品包括集成电路、光器件与光模块、被动元器 件、模组等。深蕾半导体则专注于芯片设计领域，主要产品包括音频编解码芯片及智能音视频编解码芯 片。 对于此次投资，杭州勒泽表示，一方面，借助深蕾科技的渠道及产业链整合能力，杭州勒泽的投资版图 将进一步完善，为后续挖掘更多优质投资机会、提升整体投资回报奠定基础。另一方面，为合伙人开勒 股份、杭州溯元搭建深度参与高成长赛道的重要桥梁，合伙人有望在电子元器件、光通信、半导体等相 关业务板块获得多维度支持，打破业务增长瓶颈，开拓新的利润增长点。 2025年9月，深蕾科技获得上市公司线上线下（300959）的控股权，变更为线上线下控股股东。此外， 深蕾科技还参股了电子元器件和集成电路国际交易中心。 中证报中证网讯（记者 乔翔）1月7日晚，由开勒股份（301070）和杭州溯元共同出资设立的专业投资 平台杭州勒泽在其微信公众号上发布消息称，杭州勒泽近日受让了深蕾科技4.3119%的股份。该股份将 分批进行交割，待全部交易及交割手续完成后，杭州勒泽将成为深蕾科技第四大股东。 公开资料显示，深蕾科技由深蕾科技发展（深圳）有限公司控股，参股 ...

根据紫光国芯发布的《2024年年度报告》，该公司2023年、2024年经审计的营业收入分别为9.14亿元、12.10亿元，2024年同比上涨32.42%，净利润分别 为-1.99亿元、-0.24亿元，2024年净亏损同比收窄87.74%。 1月5日，西安存储芯片供应商西安紫光国芯半导体股份有限公司在陕西证监局办理上市辅导备案登记，启动北交所IPO进程，辅导机构为中信建投证券。 | | | | 全国一体化在线政务服务平台 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 中国证券监督管理委员会网上办事服务平台 (试运行) | | | | | | | | 公开发行辅导公示 | | 辅导对象 | 辅导机构 | 备案时间 | 辅导状态 | 派出机构 | 报告类型 | 报告标题 | | H | 北京 | 天津 | 西安紫光国芯半导体股份有 | | | | | | 关于西安紫光国芯 | | | | | 限公司 | 中信建投证券股份有限公司 | 2026-01-05 | 辅导备案 | 陕西证监局 | 辅 ...

格隆汇1月5日丨熵基科技(301330.SZ)投资者关系活动记录表显示，神念科技在该行业深耕 20 多年，在 消费级场景下积累了20 多年的数据，指标稳定性强、针对性高；创始人及研发团队多来自于硅谷及美 国知名院校，覆盖了芯片设计、生物信号处理、算法等多领域；神念科技的芯片+算法 SDK 的模式已 经积累了成功的经验，商业路径清晰。 ...

据了解，"南山数智工匠"是南山区聚焦信息与通信技术产业发展需求重点培育的特色劳务品牌，通过构 建"企业+高校+实训基地"三位一体人才培养体系，推动人工智能、云计算、工业互联网、芯片设计等 高技能领域人才规模化、专业化发展。 近年来，深圳通过构建产业协同平台、整合政校企资源、打造特色培育矩阵等举措，已打造29个彰显地 方特色、贴合产业赛道、兼具技能优势的劳务品牌。除"南山数智工匠"外，还有"龙岗眼镜设计工 匠""坪山智能网联汽车装调工""罗小贝黄金珠宝工匠"等，涵盖高新技术、文化旅游、珠宝、新能源汽 车及智能网联汽车等多个重点产业领域。 （来源：工人日报） 本报讯（记者刘友婷 通讯员易洋）在近日召开的第三届全国劳务协作暨劳务品牌发展大会上，作为广 东省推选的新型劳务品牌，"南山数智工匠"从全国30余个入选新型劳务品牌中脱颖而出，成为9个现场 宣介品牌之一，在"劳务协作暨劳务品牌对接交流"板块获得重点推介。 ...

本公司已与基石投资者源峰基金及华泰资本投资(就源峰基金场外掉期而言)、CPE、上海景林及华泰资 本投资(就景林场外掉期而言) 、Yunfeng Capital、DAMSIMF、奇点资产、3W Fund、华勤通讯香港有限 公司、Metazone、天进贸易有限公司、Green Better、新华资产管理、泰康人寿、Summit Ridge、工银理 财、GBAD基金管理及Wind Sabre订立基石投资协议，基石投资者已同意在若干条件的规限下按发售价 认购或促使其指定实体认购总金额约2.997亿美元可购买的发售股份数目。 假设发售价为每股H股147.00港元，我们估计自全球发售获得的所得款项净额将约为41.807亿港元。其 中，约40.0%将用于持续提升我们的研发能力;约35.0%将用于战略性行业相关投资及收购;约9.0%将用于 我们的全球战略扩张及加强我们的全球影响力，包括加强我们的全球营销及服务网络;约6.0%将用于提 高营运效率;及约10.0%将用于营运资金及其他一般企业用途。 我们是一家多元芯片的集成电路设计公司。我们为客户提供包括Flash、利基型动态随机存取存储器 (DRAM)、微控制器(MCU)、模拟 ...

12月22日，龙迅股份（688486.SH）发布公告，公司向港交所主板提交上市申请，中信建投国际为独家保荐人。 申报材料信息显示，龙迅股份是一家领先的高速混合信号芯片设计公司。按2024年收入计，公司在视频桥接芯片市场，为中国内 地排名第一及全球前五的Fabless设计公司。公司致力于为智能终端、设备及AI应用提供服务，构建高效、可靠的"数据高速公 路"。主要产品包括智能视频芯片、互连芯片等。 龙迅股份目前也是一家A股科创板上市公司。该公司2023年2月正式登陆科创板，IPO募得资金规模为10.3亿元。 据申报材料披露的财务数据，龙迅股份2022年至2024年营业收入分别为2.41亿元、3.23亿元、4.66亿元，2025年前三季度为3.89亿 元；其中智能视频芯片占比稳定在80%以上，互连芯片占比在15%以上。 | | | | 裁至12月31日止年度 | | | | | 截至9月30日止九個月 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 2022年 | | 2023年 | | 2024年 | | ...

Core Viewpoint - Zhaoyi Innovation Technology Group Co., Ltd. has received approval from the China Securities Regulatory Commission for its IPO in Hong Kong, planning to issue up to 51,796,900 shares of overseas listed ordinary shares [1]. Company Overview - Zhaoyi Innovation is a diversified chip design company that provides a variety of chip products including Flash, niche DRAM, MCU, analog chips, and sensor chips, along with corresponding algorithms and software solutions. The company operates on a fabless business model, focusing on integrated circuit design and R&D [5]. Financial Performance - The company reported revenues of RMB 81.3 billion, RMB 57.61 billion, and RMB 73.56 billion for the years 2022, 2023, and 2024, respectively. The annual profit attributable to equity shareholders was RMB 20.53 billion, RMB 1.61 billion, and RMB 11.03 billion for the same years [5][6]. - For the first three quarters of 2025, Zhaoyi Innovation achieved revenue of RMB 68.32 billion, representing a year-on-year growth of 20.92%. The net profit attributable to shareholders was RMB 10.83 billion, up 30.18% year-on-year [8]. Shareholder Information - As of the end of the reporting period, the total number of ordinary shareholders was 157,465. Notably, prominent investor Ge Weidong reduced his holdings by approximately 1.6953 million shares, holding 2.55% of the shares by the end of the third quarter [9].

Group 1 - The China Securities Regulatory Commission has issued a notice regarding the overseas issuance and listing of shares for Zhaoyi Innovation Technology Group Co., Ltd. [1] - Zhaoyi Innovation plans to issue no more than 51,796,900 overseas listed ordinary shares and list them on the Hong Kong Stock Exchange [1] Group 2 - The company is a global leader in diversified chip design, providing a range of products including Flash, niche DRAM, MCU, analog chips, and sensor chips, along with corresponding algorithms and software solutions [3] - The company operates under a fabless business model, focusing on integrated circuit design and R&D to maintain technological leadership [3] - According to a report by Frost & Sullivan, the company is a market leader in multiple fields and is the only integrated circuit design company globally ranked in the top ten for NOR Flash, SLC NAND Flash, niche DRAM, and MCU based on 2024 sales [3]

Group 1 - The China Securities Regulatory Commission has issued a notice regarding the overseas issuance and listing of Zhaoyi Innovation Technology Group Co., Ltd., allowing the company to issue no more than 51,796,900 overseas listed ordinary shares and list on the Hong Kong Stock Exchange [1] Group 2 - The company is a global leader in diversified chip design, providing a wide range of chip products including Flash, niche DRAM, MCU, analog chips, and sensor chips, along with corresponding algorithms and software solutions [3] - The company operates under a fabless business model, focusing on integrated circuit design and R&D to maintain technological leadership [3] - According to a report by Frost & Sullivan, the company is a market leader in multiple fields and is the only integrated circuit design company globally ranked in the top ten for NOR Flash, SLC NAND Flash, niche DRAM, and MCU based on 2024 sales [3]

Core Viewpoint - Marvell Technology's competitive position has become a focal point of discussion on Wall Street, with investors showing increasing pessimism regarding the company's collaboration with Amazon and Microsoft [2][3]. Group 1: Stock Performance and Analyst Ratings - Marvell's stock price fell by 6.99% on Monday, reflecting market concerns about its business with Amazon and Microsoft [2]. - Benchmark analyst Cody Acree downgraded Marvell's stock rating from "Buy" to "Hold," citing a high level of confidence that the company has lost design contracts for Amazon's Trainium 3 and Trainium 4, which may shift to Alchip [2][3]. - Acree suggested that investors should take profits, as the market may have been overly optimistic about recent signals from Amazon regarding stability [2]. Group 2: Revenue Outlook and Client Relationships - Acree acknowledged that the downgrade is controversial, especially since Marvell emphasized during its earnings call that it does not expect a revenue "cliff" from Amazon next year [3]. - Amazon is Marvell's largest customer for XPU (custom chips), and Marvell previously indicated high visibility for future orders, which could drive annual revenue [3]. - Acree believes that Marvell's revenue growth guidance from Amazon is sincere but primarily relies on continued shipments of Trainium 2 and the Kuiper low-orbit satellite project, rather than a successful transition to Trainium 3 [3]. Group 3: Future Prospects and New Clients - Marvell anticipates that its XPU business will see a resurgence in fiscal year 2028, driven by a new large-scale cloud customer, with incremental growth expected in subsequent years [4]. - Marvell's CEO, Matt Murphy, stated that data center revenue for fiscal year 2028 could accelerate significantly compared to the previous year [4]. - TD Cowen analyst Joshua Buchalter noted that Marvell's outlook for 2028, along with the acquisition of Celestial AI, provides bullish arguments, with speculation that the new customer could be Microsoft for its Maia AI accelerator [4].