又有一家上市公司被证监会立案。 据证监会网站2月13日消息，2026年1月6日，深圳英集芯科技股份有限公司（简称"英集芯"，证券简称：688209）在上证E互动平台人为策划"自问自答"， 信息披露构成误导性陈述。近日，证监会已对英集芯立案调查。下一步，将在全面调查的基础上依法处理，切实维护市场健康发展。 公司与参股公司精芯唯尔（常州）电子科技有限公司（简称"精芯唯尔"）共同推出的IPA1299是一款支持8通道低噪声设计，24位同步采样模数转换器芯片 （ADC），主要应用于脑电图（EEG）、心电图（ECG）和肌电图（EMG）， 该产品主要特点在于可实现高精度信号采集功能，可应用于非侵入式脑机 接口领域。该产品用于人体生物电信号的高精度测量，其适用于各种可穿戴式设备应用场景，技术路线与当前国际上的侵入式脑机接口存在显著技术路径 差异。截至公告披露日，该产品在非侵入式脑机接口领域尚处于市场培育期，尚未实现规模化销售，暂未对公司业绩产生重大影响，未来销售情况存在不 确定性。 综合自：证监会网站、公司公告 责编：李丹 校对：王锦程 版权声明 随后，英集芯发布公告称，公司于2026年2月13日收到证监会下发的《立案告知书 ...

英集芯表示，该产品用于人体生物电信号的高精度测量，其适用于各种可穿戴式设备应用场景，技术路 线与当前国际上的侵入式脑机接口存在显著技术路径差异。截至本公告披露日，该产品在非侵入式脑机 接口领域尚处于市场培育期，尚未实现规模化销售，暂未对公司业绩产生重大影响，未来销售情况存在 不确定性。 据悉，1月6日，英集芯在上证e互动平台回复提问称，公司通过早期投资布局，已涉足脑机接口芯片领 域。英集芯表示，公司推出的IPA1299是一款8通道、低噪声24位ADC芯片，专用于人体生物电信号的 高精度测量，可适用于脑电信号采集等脑机接口相关场景。IPA1299芯片已量产出货，性能参数可媲美 海外头部芯片产品。 当日晚间，上交所紧急向英集芯下发监管工作函，处理事由为关于深圳英集芯科技股份有限公司E互动 回复内容的监管工作函。 1月7日早间，英集芯公告称，其IPA1299芯片系与参股公司精芯唯尔（常州）电子科技有限公司共同推 出，是一款支持8通道低噪声设计，24位同步采样模数转换器芯片（ADC），主要应用于脑电图 （EEG）、心电图（ECG）和肌电图（EMG），该产品主要特点在于可实现高精度信号采集功能，可 应用于非侵入式脑机接 ...

1月7日早间，英集芯公告称， 其IPA1299芯片系与参股公司精芯唯尔（常州）电子科技有限公司共同 推出，是一款支持8通道低噪声设计，24位同步采样模数转换器芯片（ADC），主要应用于脑电图 （EEG）、心电图（ECG）和肌电图（EMG），该产品主要特点在于可实现高精度信号采集功能，可 应用于非侵入式脑机接口领域。 2月13日，证监会公告，2026年1月6日，深圳英集芯科技股份有限公司（简称英集芯）在上证E互动 平台人为策划"自问自答"，信息披露构成误导性陈述。近日，证监会已对英集芯立案调查。 下一步，证监会将在全面调查的基础上依法处理，切实维护市场健康发展。 据悉，1月6日，英集芯在 上证e互动平台回复提问称 ，公司通过早期投资布局，已涉足脑机接口芯片 领域。英集芯表示， 公司推出的IPA1299是一款8通道、低噪声24位ADC芯片，专用于人体生物电信 号的高精度测量，可适用于脑电信号采集等脑机接口相关场景。IPA1299芯片已量产出货，性能参数 可媲美海外头部芯片产品。 当日晚间，上交所紧急向英集芯下发监管工作函，处理事由为关于深圳英集芯科技股份有限公司E互动 回复内容的监管工作函。 英集芯表示， 该产品 ...

证券日报网讯 2月13日，苏州高新（600736）在互动平台回答投资者提问时表示，公司产业投资聚焦新 兴产业，包括绿色低碳、医疗器械、高端制造、半导体、芯片、AI等。公司在定期报告"经营情况讨论 与分析"中披露近期投资的重点企业情况，敬请关注。 ...

1. Report Industry Investment Rating No information provided in the content. 2. Core Viewpoints of the Report - A long - term bull market started in early 2024, and the current market is in the main rising wave [5]. - The driving forces of this bull market include macro - economic policy support, an increase in corporate profit growth, the re - allocation of household savings to the stock market, the return of global capital, the inflow of long - term funds, and the further advancement of market value management reform [5]. - From the perspective of valuation, the bull market has three stages: confidence restoration, the main rising wave, and the crazy bull market. Currently, it is in the main rising wave [5]. - The stock market has multiple positive effects such as promoting economic transformation, stimulating economic growth, improving the corporate financing environment, alleviating debt pressure, and enhancing international competitiveness [82]. 3. Summary According to the Directory 3.1 Why the Current Bull Market Started in Early 2024 - In February 2024, the market completed the bear - to - bull conversion, which is also the case for other indexes [7]. 3.2 Driving Forces of the Bull Market 3.2.1 Macroeconomic Policy and Cyclical Recovery Expectations - The macro - economy is under pressure and requires loose support policies. However, there are positive signals due to industrial chain advantages and key technological breakthroughs [9]. - Fixed - asset investment growth has continued to decline, and the decline accelerated in Q3 and Q4 of 2025, turning negative for the whole year. Manufacturing growth is only slight [10][12]. - The growth of total retail sales of consumer goods has slowed down, and consumer confidence remains low. This is due to weakened income and income expectations, high household leverage, and the need for preventive savings [14][17]. - Inflation is persistently weak. The consumption structure shows a pattern of "strong at both ends and weak in the middle". For PPI, the downward pressure on production material prices is more obvious [19][24]. - Manufacturing PMI has been weak, with环比 data lower than seasonal levels, rising ex - factory prices, a decline in raw material inventory possibly due to active de - stocking, rising raw material purchase prices, and weak new and on - hand orders [25][29]. - Fiscal policy is loose. The government has room to increase leverage, and the average maturity of local government bonds has been lengthening [30][32]. - The money market is loose. The 7 - day reverse repurchase rate has remained low, and there is still room for further decline in interest rates. The adjustment of treasury bond futures indicates a change in market expectations [34][36]. - The Fed's interest rate cuts provide room and necessity for domestic interest rate cuts. The Fed has cut rates by 25 basis points and is expected to cut twice more this year. Domestic commercial banks have lowered deposit rates, and the real domestic interest rate is high [37][39]. - Exports show strong resilience, but exports to the US have declined significantly. China's share of global exports remains stable, and new "new three items" are emerging as new drivers of foreign trade [40][45]. - In the chip industry, the effect of import substitution is emerging, and the export growth rate is much higher than the import growth rate. A complete domestic chip industry chain is rising [49]. - The production, sales, and exports of automobiles are expected to reach new highs this year, and the export volume has exceeded the sum of Germany and Japan [50][53]. - The increase in excavator production and sales is mainly due to the low - base effect and still has a large gap compared with the peak [58]. - The real estate market is in the bottom - building process, with a decline in housing prices. The real estate market will have a lower correlation with the macro - economy in the future, and there is a possibility of a retaliatory rise in housing prices [60]. 3.2.2 Increase in Corporate Profit Growth - The profit growth rate of industrial enterprises above a designated size has rebounded. In 2025, the cumulative year - on - year growth rate of total profits turned positive. The profit of listed companies in the A - share market has also returned to growth, and the scope of profit improvement is gradually expanding [62]. 3.2.3 Re - allocation of Household Savings to the Stock Market - Household deposits are likely to continue to rise, and the ratio of the total stock market value to household deposits is still low, indicating great potential for households to allocate more assets to the stock market [64]. 3.2.4 Return of Global Capital - Global investors plan to increase their investment in China - focused hedge funds in 2026. The net proportion of investors planning to increase investment has reached 14%, higher than the 9% in 2025. At the same time, investors' interest in the North American market has declined significantly [65]. - The US dollar has entered a downward trend, and bank settlement and sales of foreign exchange have turned into a surplus, which may be due to the inflow of overseas hot money. When the settlement and sales of foreign exchange turn into a surplus, the overall trend of the A - share market is usually strong [67][71]. 3.2.5 Inflow of Long - term Funds - A series of policies have been introduced to encourage long - term funds to enter the market. In 2025, the scale of long - term capital entering the market increased significantly, and the investor structure was continuously optimized [75][76]. 3.2.6 Further Advancement of Market Value Management Reform - National - level and state - owned enterprise - specific policies have been introduced to promote market value management. The policy goals include increasing the total market value, repurchase amount, and cash dividend ratio, and improving the equity incentive coverage rate [77][78]. 3.3 Index Valuation - The valuations of the SSE 50 and CSI 300 indexes are not high, while the valuations of the CSI 500 and CSI 1000 indexes are at high levels. This is mainly because the macro - economy is still in the bottom - building process, and the low - interest - rate environment is more favorable to technology stocks [104]. - From a technical perspective, the index has emerged from a large bottom shock and is currently in the main rising wave. If the index continues to rise without an improvement in performance, it may trigger a deep correction. This bull market may experience three stages: confidence improvement and valuation increase, performance improvement, and a crazy bull market driven by retail investors [104]. 3.4 Seasonal Patterns of the A - share Market - The A - share market has seasonal patterns such as "poor in May, dismal in June, and a rebound in July". At the end of the year or the beginning of the next year, the style may shift. After the style shift, the market may continue to rise around the Spring Festival. In the late stage of the medium - term bull market, investors can switch from CSI 500 and CSI 1000 index futures to SSE 50 and CSI 300 index futures. After the medium - term market adjustment ends, they can first go long on CSI 500 and CSI 1000 index futures [105].

业绩经营情况2026年1月30日，公司发布2025年年度业绩预告，预计归属于母公司股东的净利润为3414 万元至3714万元，同比下降70.49%至72.87%。业绩变动主要受市场需求疲软、行业竞争加剧及研发投 入增加影响。值得关注的是，预告数据为初步测算，正式经审计的年报尚未披露，需留意后续公告。 业务进展情况公司持续拓展汽车电子芯片领域，产品已实现小批量销售，并计划加大研发投入。在消费 电子领域，电源管理芯片应用于AR/VR和AI眼镜，并与小米存在合作。智能组网延时管理单元受益于 电子雷管政策推广，对云南燃一的销售金额持续增长。 以上内容基于公开资料整理，不构成投资建议。 经济观察网力芯微(688601)近期股价与资金流向出现波动，控股股东完成减持计划，并发布了2025年业 绩预告，预计净利润同比大幅下滑。 股票近期走势2026年2月13日，力芯微股价盘中上涨2.20%，报收52.14元/股，成交额4683.51万元，主力 资金净流出204.53万元。今年以来股价累计上涨22.42%，近60日涨幅达24.35%，反映短期市场情绪波 动。2026年2月4日，股价下跌0.85%，但主力资金净流入1002.27 ...

Group 1 - The core point of the news is that Aojie Technology (688220.SH) is currently experiencing a decline in stock price, closing at 92.03 yuan with a drop of 3.63%, and is in a state of breaking its initial public offering price [1] - Aojie Technology was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on January 14, 2022, with an initial stock issuance of 41.83 million shares at a price of 164.54 yuan per share [1][2] - The company raised a total of 6.883 billion yuan through its initial public offering, with a net amount of 6.546 billion yuan after deducting issuance costs, which was 4.166 billion yuan more than the originally planned fundraising amount of 2.380 billion yuan [2] Group 2 - The total issuance costs for Aojie Technology's initial public offering amounted to 337 million yuan, with underwriting and sponsorship fees accounting for 310 million yuan [3]

距离英伟达与芯片初创公司Groq达成协议并于平安夜公开已过去一个多月。根据协议，英伟达将获得 Groq的技术授权，并聘用其包括首席执行官Jonathan Ross在内的核心高管。如今，这笔交易的具体条款 逐渐清晰。 Groq上月告知股东，依据授权协议，公司预计将从英伟达获得170亿美元现金，并在今年年底前分三期 支付完毕。据该公司发给股东的一封电子邮件显示，本月Groq股东已收到其中的76亿美元款项。 Groq同时告知股东，公司若被出售或进行清算，他们还可获得额外分红，董事会正在考虑所有可行方 案。截至目前，尚未出现买家，但英伟达的竞争对手之一，有可能为了阻止其他企业未来获取相关知识 产权而收购Groq。 责任编辑：李肇孚 距离英伟达与芯片初创公司Groq达成协议并于平安夜公开已过去一个多月。根据协议，英伟达将获得 Groq的技术授权，并聘用其包括首席执行官Jonathan Ross在内的核心高管。如今，这笔交易的具体条款 逐渐清晰。 此次分红按每股64美元计算，约为投资者在今年9月一轮融资中认购价格的两倍。该轮融资规模达7.5亿 美元，由总部位于达拉斯的Disruptive公司领投。对于参与该轮融资的投资者 ...

Investment Rating - The report maintains an "Outperform" rating for the industry, indicating a positive outlook compared to the broader market [3][6]. Core Insights - The AI application landscape is rapidly evolving, with significant advancements expected in 2026, which will impact traditional sectors such as software, film, and media [6]. - Domestic AI models are increasingly competitive with international counterparts, particularly in terms of performance and cost, suggesting a potential shift in the global AI model competition landscape [6][39]. - The demand for AI inference is rising sharply, leading to increased pricing actions from model and cloud service providers, which benefits companies within the industry [6]. Industry Data Summary 1. Industry Data - The software industry in China is projected to generate revenues of 15.48 trillion yuan in 2025, reflecting a year-on-year growth of 13.2% [12]. - The IC design sector is expected to grow by 18.9% in 2025, while cloud computing and big data services are anticipated to grow by 13.6% [12][19]. - The information technology service revenue is expected to increase by 14.7%, further solidifying its share of the overall software business revenue [27]. 2. AI Developments - Major AI models are being released, with significant competition expected in the market, particularly with the upcoming launches of models like DeepSeek-V4 and others in February 2026 [33][38]. - The pricing of domestic models is significantly lower than that of international models, enhancing their attractiveness for various applications [39][41]. - The user engagement for AI applications is increasing, with notable growth in active users for platforms like Gemini and ChatGPT [44][49]. 3. Domestic Market Dynamics - Domestic chip manufacturers are expected to benefit from restrictions on foreign competitors, with companies like Huawei and Dawning making significant advancements in AI computing capabilities [6][19]. - The report highlights the increasing importance of AI model services (MaaS), with a projected market size of 17.7 billion yuan by 2030, growing at a compound annual growth rate of 72% from 2025 to 2030 [56].

声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 有投资者在互动平台向和顺石油提问："是否在上海新注册全资子公司（和芯微）。" 来源：市场资讯 针对上述提问，和顺石油回应称："尊敬的投资者您好，公司注册成立了全资子公司和芯微（上海）电 子有限公司。其设立是公司实施向芯片赛道转型发展的一步，目的是探索新的业务领域，开发新的利润 增长点。感谢您的关注！" ...