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连续两涨停!603421,再提平头哥合作
中国基金报· 2025-09-22 16:02
Core Viewpoint - Dingxin Communication has clarified its collaboration with Pingtouge Company, stating that the technology authorized is solely for chip self-development and is unrelated to AI intelligent reasoning chips [2][16]. Group 1: Stock Performance and Market Reaction - Dingxin Communication's stock price experienced a consecutive two-day limit-up, with a closing price of 8.17 yuan per share on September 22, reflecting a 9.96% increase and a total market capitalization of 5.328 billion yuan [5][12]. - The stock's price deviation exceeded 20% over three consecutive trading days, triggering abnormal trading conditions as per Shanghai Stock Exchange regulations [9][12]. - On September 19 and 20, the stock price surged, with significant buying from brokerage firms, while institutional accounts were among the sellers [9][11]. Group 2: Financial Performance - For the first half of 2025, Dingxin Communication reported a revenue of 704 million yuan, a year-on-year decline of 50.99%, and a net loss attributable to shareholders of 219 million yuan, compared to a loss of 50.49 million yuan in the same period of 2024 [13][14]. Group 3: Clarification of Technology Authorization - The company signed a technology authorization agreement with Pingtouge Company, which allows the use of E801/E802/E803 technology for developing traditional power and security products, with no connection to AI chips [16][17]. - The authorization is valid for five years, with a contract amount of 2 million yuan, and no other business cooperation exists between the two companies [17][19]. Group 4: Regulatory Response - The Shanghai Stock Exchange issued a regulatory warning to Dingxin Communication for inaccurately disclosing information, which could mislead investors [19][20]. - The company is required to submit a rectification report within one month and conduct a thorough review of compliance risks in information disclosure and operational norms [20].
鼎信通讯:公司与平头哥公司的合作仅限于芯片自主研发 与AI智能推理算力的芯片没有任何关联
Mei Ri Jing Ji Xin Wen· 2025-09-19 05:05
Core Viewpoint - Dingxin Communications announced a technology licensing agreement with Pingtouge, allowing the company to use specific technology rights for its self-developed MCU chips, which are focused on traditional power and safety applications, and are not related to AI intelligent reasoning chips [2] Group 1 - The agreement was signed on December 26, 2022, and pertains specifically to the E801/E802/E803 technology rights [2] - The licensed technology is exclusively for the development of MCU chips, indicating a focused application in traditional sectors [2] - There are no other business collaborations between Dingxin Communications and Pingtouge beyond this technology authorization [2]