Core Viewpoint - The company has a stake in Hualan Micro, a domestic provider of components in the data storage sector, focusing on two main types of controller chips and modules [1] Group 1: Product Offerings - Hualan Micro's products include single-disk storage products and array storage products [1] - Single-disk storage products consist of self-developed solid-state storage main control chips and storage modules, primarily targeting the computer hard drive market [1] - Array storage products include array controller chips, array cards, and servers, mainly aimed at hardware solutions for data centers and high-performance computing/AI storage system architectures [1] Group 2: Information Disclosure - Details regarding Hualan Micro's core products should be referenced from the official disclosure channels of Hualan Micro [1]

Group 1 - The acquisition involves two main entities: the parent company of Yuanlin Co. plans to acquire 3.3847% of Hualan Micro's shares, while its wholly-owned subsidiary, Yunhe Technology, aims to acquire 3.1122% of the same company, totaling 6.4969% ownership post-transaction [2][3] - The total transaction amount for the acquisition is approximately 112 million yuan, with a per-share valuation of 11.50 yuan based on an assessment report [2][3] - Yuanlin Co. emphasizes that this investment is a financial one and will not result in a controlling interest in Hualan Micro, thus not affecting the consolidation scope of the company's financial statements [3] Group 2 - The motivation behind this cross-industry investment is rooted in Yuanlin Co.'s strong confidence in the future development of the storage and semiconductor chip industries [3] - Hualan Micro is a significant provider of components in the domestic data storage sector, with strong technical barriers and a product range that includes solid-state storage control chips and array storage products [3][4] - The investment in the semiconductor storage sector represents an important step for Yuanlin Co. to explore a second growth curve amid increasing competition in the landscaping industry [4]

Core Viewpoint - The company and its subsidiary, Yunhe Technology, have signed an agreement to acquire a 6.4969% stake in Hualan Micro for a total of 112.071962 million yuan, indicating a strategic investment in the domestic data storage sector [1] Group 1 - The company plans to purchase 3.8207 million shares from Deng Yuting and 1.256388 million shares from Zeng Chao, totaling 5.077088 million shares, which represents 3.3847% of Hualan Micro's total equity [1] - Yunhe Technology will acquire 4.6683 million shares from Hangzhou Feidu Information Technology Co., Ltd., accounting for 3.1122% of Hualan Micro's total equity [1] - After the transaction, the company and its subsidiary will collectively hold a 6.50% stake in Hualan Micro [1] Group 2 - Hualan Micro is a provider of components in the domestic data storage field, with main products including solid-state storage control chips, storage modules, and array controller chips [1]

Core Viewpoint - The company has established a dual business engine model in the solid-state storage sector, focusing on the development of a self-controlled storage ecosystem through continuous R&D efforts [1] Group 1: Business Model and Strategy - The company has completed the layout of its business model, which includes "solid-state drive control chips + industry solid-state drive products" [1] - The self-developed solid-state storage main control chip is equipped with a domestically produced embedded CPU IP core and has passed both national encryption and measurement certifications, as well as independent original certifications [1] Group 2: Product Development - The company has developed the Wi-Fi 62T2R wireless network card chip, which has completed development and debugging, and is being introduced to mainstream domestic television and operator solution vendors, with some customers already achieving small-scale trial production [1] - Based on the Wi-Fi 62T2R, the company is currently debugging the Wi-Fi 61T1R + Bluetooth combo chip, which is functioning normally and is expected to start customer introduction in Q4 2025 [1]

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]