证券代码： 301536 证券简称：星宸科技 星宸科技股份有限公司投资者关系活动记录表 编号：2025-007 | | √特定对象调研 □分析师会议 | | --- | --- | | 投资者关系活动类别 □ | 媒体采访 业绩说明会 □ | | □ | 新闻发布会 □ 路演活动 | | □ | 现场参观 | | □ | 其他 （请文字说明其他活动内容） | | 参与单位名称及人员姓 | （排名不分先后）信达澳亚、博时基金、汇添富、国投瑞银、长盛基金、 | | 名 | 先锋基金、东方阿尔法、诺安基金、景顺长城、宝盈基金、平安基金、嘉 | | | 实基金、长城基金、前海开源、大成基金、国联基金、华西基金、金信基 | | | 金、尚正基金、融通基金、华泰证券、华金证券、国泰海通、中信证券、 | | | 中信建投、财通证券、天风证券、光大证券、平安证券、中泰证券、东北 | | | 证券、浙商证券、江海证券等 40 家机构与个人 | | 时间 2025 | 年 12 月 26 日 | | 地点 | 深圳湾万丽酒店 楼会议室现场调研 3 | | 上市公司接待人员姓名 | 董事长兼总经理林永育 | | | 财务负责人兼董 ...

Core Viewpoint - The acquisition of 94.366% stake in Zhongxin Ningbo by Guokaiwei has been terminated due to the inability to reach an agreement within the expected timeframe, but this will not significantly impact the financial status of either party [1][2]. Group 1: Company Overview - Guokaiwei is a leading integrated circuit design company in China, focusing on ultra-high-definition smart displays and smart vision, and has become a key supplier of related chip solutions [2]. - Zhongxin Ningbo possesses unique advantages in special process fields, with 6-inch and 8-inch wafer manufacturing lines, currently in the capacity ramp-up phase [2]. Group 2: Impact of Termination - The termination of the acquisition will not disrupt Guokaiwei's established operational pace, as the company continues to focus on its "ALL IN AI" strategy and the development of AI SoC products [3]. - Guokaiwei has stated that the termination does not mean a complete abandonment of restructuring, and the company will continue to seek external acquisition opportunities that align with policy encouragement and strategic synergy [3]. Group 3: Market Context - Despite the overall increase in M&A activity in the A-share market this year, there have been over 50 cases of companies terminating major asset restructuring plans, indicating a trend of cautious adjustments in the market [3].