Core Viewpoint - Guokewai has decided to terminate the acquisition of 94.366% equity in Zhongxin Integrated Circuit (Ningbo) Co., Ltd due to the inability to reach an agreement on related matters within the expected timeframe, emphasizing the company's commitment to safeguarding the long-term interests of shareholders [1][3] Group 1: Acquisition Details - The initial intent of the acquisition was to extend Guokewai's strategic layout in the special process foundry sector, aiming to enhance its capabilities in high-end filters and MEMS, and to expand into high-demand markets such as smartphones and smart connected vehicles [2][4] - The acquisition was seen as a way to accelerate Guokewai's positioning in the semiconductor industry, providing strong support for the development of China's semiconductor supply chain [2][4] Group 2: Company Operations - Despite the termination of the acquisition, Guokewai's production and operational status remains normal, and the decision will not significantly impact its financial condition or operations [1][3] - The company continues to focus on its core business areas, including smart vision and ultra-high-definition displays, while also expanding into emerging sectors such as automotive electronics and artificial intelligence [4][5] Group 3: Future Outlook - Guokewai remains committed to exploring future acquisition opportunities that align with its strategic goals, particularly in technology and market integration, while also strengthening its core business for sustainable growth [6] - The company is actively pursuing its "ALL IN AI" strategy, focusing on the development of AI SoC products to meet market demands, indicating a strong growth potential in the AI and IoT sectors [4][5]

Group 1: Company Overview and Business Layout - Hunan Guoke Microelectronics Co., Ltd. focuses on domestic technology systems and has developed a complete domestic storage technology system [4] - The company has established a dual business model in solid-state storage, combining "solid-state drive control chips + industry solid-state drive products" [4] - The company aims to deepen its domestic technology system and expand the domestic replacement market [4] Group 2: Collaboration with Harmony Ecosystem - The company has launched 8 open-source Harmony chip platforms for mass production in smart home, smart vision, and commercial display sectors [2][3] - In the smart home sector, the GK6323V100C chip supports over 50 native Harmony applications and has been implemented in multiple benchmark projects [2] - The company is collaborating with China Mobile to develop solar cameras and pet companion robots based on the open-source Harmony smart vision chip platform [3] Group 3: AI Chip Development - The company is focused on AI edge computing SoC development, with products ranging from 8TOPS to 128TOPS [5][6] - The AI SoC product lineup includes the GK7606V1 series for high-end markets and the GK7206V1 series for affordable applications, both achieving significant market penetration [6][7] - The company has innovated a multi-modal large model MLPU chip architecture to support both large and small model processing needs [7] Group 4: Automotive Electronics - The company is developing AI chips for automotive applications, including smart cameras and driver monitoring systems, with plans to launch a new generation of automotive chips in 2025 [8][9] - The company aims to create a full range of automotive AI chips with varying computing power over the next three years [9] Group 5: IoT and Wi-Fi Business - The IoT chip segment generated sales revenue of 12,814.71 million yuan in the first half of 2025, a year-on-year increase of 251.37%, accounting for 17.28% of total revenue [9] - The overall gross margin for IoT chip products improved by 26.93 percentage points to 41.07% [9] - The company is actively developing Wi-Fi6 and Wi-Fi7 chips, with several products already in trial production [9]

Core Viewpoint - Guoke Micro (300672) is focusing on the research and development of AI SoC for edge computing, while actively progressing the acquisition of SMIC Ningbo, with ongoing audits and evaluations for the transaction [1][3][4] Group 1: Company Performance - In the first half of the year, Guoke Micro achieved total revenue of 741 million yuan, a year-on-year decrease of 12.86%, and a net profit attributable to shareholders of 20 million yuan, down 25.02% year-on-year [1] Group 2: Strategic Focus - The company has proposed an "ALL IN AI" strategy in 2023, concentrating on AI SoC development for edge computing, addressing the inefficiencies of traditional NPU chips in large model inference [2] - The AI SoC product lineup includes 8 Tops low-power AIoT terminal chips, 16 Tops edge computing chips, and research on 64-128 Tops high-performance chips, targeting various applications such as AIoT smart terminals and industrial computing [2] Group 3: Acquisition Progress - Guoke Micro plans to acquire 94.366% of SMIC Ningbo at a price of 57.01 yuan per share, enhancing its capabilities in analog chip manufacturing [4] - The acquisition will enable the company to produce high-end filters and MEMS, establishing a dual-driven system of "digital chip design + analog chip manufacturing" to expand into markets like smartphones and smart connected vehicles [4]

证券代码：300672 证券简称：国科微 湖南国科微电子股份有限公司 投资者关系活动记录表 编号：2025-002 投资者关系活 动类别 特定对象调研 分析师会议 媒体采访 业绩说明会 新闻发布会 路演活动 现场参观 其他 2025 年湖南辖区上市公司投资者网上集体接待日暨半年度业绩说 明会活动 参与单位名称 及人员姓名 线上参与 2025 年湖南辖区上市公司投资者网上集体接待日暨半年度业绩说 明会活动的投资者 时间 2025 年 9 月 19 日（周五）下午 14:00-17:00 地点 全景网"投资者关系互动平台"（https://ir.p5w.net） 上市公司接待 人员姓名 董事会秘书 黄然 证券事务代表 叶展 投资者关系活 动主要内容介 绍 公司对投资者提出的问题进行了回复，情况如下： 1、贵公司是否有与寒武纪类似的芯片？ 答：尊敬的投资者，您好。公司围绕"ALL IN AI"战略，基于自研先进 MLPU 技术，持续聚焦人工智能边缘计算 AI SoC 研发，基于大模型+SoC 赋 能智能终端大模型应用。公司人工智能 AI SoC 系列产品包括 8TOPS 小算力 AIoT 终端芯片、16TOPS 边 ...