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：2025-005 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 终止发行股份及支付现金购买资产并募集配套资金暨关联交 易事项投资者说明会 参与单位名称及人 员姓名 参与终止发行股份及支付现金购买资产并募集配套资金暨关联交易事项 投资者说明会的投资者 时间 2025 年 12 月 2 日 15:00-16:00 地点 深圳证券交易所"互动易"平台（http://irm.cninfo.com.cn）"云访谈"栏目 上市公司接待人员 姓名 董事长兼总经理：向平先生 董事会秘书：黄然先生 独立财务顾问代表：李欣然女士 投资者关系活动主 要内容介绍 投资者提出的问题及公司回复情况： 1、请问董秘，本次收购宁波中芯，向老股东预设的条件包括交易以 股票为主且盈利后才能逐步减持等条件已经比较高了，为何突然会决定 放弃收购？是公司对标的的判断和评估较前期有了很大的变化吗？听说 公司在尽调过程中向老股东提了新的要求，能具体说明一下是什么要求 吗？ 答：尊敬的投资者，您好。 ...

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]

Group 1 - The 2025 Harmony Ecosystem Conference was held on August 30, showcasing Guokewi's contributions to the OpenHarmony chip adaptation and ecosystem development [1][2] - Guokewi has launched 8 open-source Harmony chip platforms for mass production in various sectors, including smart home, smart vision, and commercial display [1][2] - In the smart home and education sectors, the GK6323V100C chip supports over 50 native Harmony applications and has been selected as the first development platform in the Harmony ecosystem [1][2] Group 2 - In the smart vision sector, Guokewi has integrated low-power AOV solutions and over 30 audio-video AI algorithms into the OpenHarmony 5.1 system, achieving a 20% reduction in media latency [2] - The company has collaborated with China Mobile to develop solar-powered cameras and pet companion robots based on the open-source Harmony smart vision chip platform [2] - In the large screen sector, Guokewi has enhanced the OpenHarmony 4.0 version to support 30 core functions and optimize 12 key performance indicators for video calls and network sharing [2] Group 3 - Guokewi's distributed display system, based on Harmony soft bus technology, enables multi-screen content synchronization and cross-screen control for commercial displays [2] - The company aims to drive breakthroughs in artificial intelligence technology within the open-source Harmony ecosystem, leveraging 16T-32T computing power chip platforms [2][3] - Guokewi emphasizes the importance of chip adaptation capabilities as a foundation for the development of the open-source Harmony ecosystem [3]

Core Insights - The 2025 HarmonyOS Ecological Conference commenced on August 30, showcasing Guokewi's advancements in open-source HarmonyOS chip adaptation and ecosystem development [1] - Guokewi has established a clear technological evolution path since launching open-source HarmonyOS chip adaptation in March 2023, achieving significant milestones in chip compatibility and ecosystem contributions [1][2] - The company has completed the iterative upgrade from OpenHarmony 3.1 to OpenHarmony 5.1 across various applications, demonstrating its capability in driving the open-source Harmony ecosystem [1] Chip Development and Applications - Guokewi has successfully launched eight open-source HarmonyOS chip platforms for mass production in smart home, smart vision, smart display, and commercial display sectors [2] - In the smart home and education sectors, the GK6323V100C chip has been integrated into multiple benchmark projects, supporting over 50 native Harmony applications [2] - The company has optimized the OpenHarmony 4.0 version for large-screen scenarios, enhancing core functionalities and performance metrics to match Android system experiences [2] Commercial Display and AI Integration - Guokewi's distributed display system, based on Harmony soft bus technology, enables multi-screen content synchronization and cross-screen control for commercial applications [3] - The company is advancing AI capabilities through a 16T-32T computing power chip platform, aiming to facilitate the commercial deployment of AI PCs and AI PADs [3] - The open-source HarmonyOS is positioned as a core technological engine for industry upgrades during the ongoing digital transformation [3]