公众号记得加星标⭐️，第一时间看推送不会错过。 | 今天是《半导体行业观察》为您分享的第 4277 期内容，欢迎关注。 | | --- | | 推荐阅读 | 因此针对产业技术缺口与市场需求，鼓励IC设计业者深化创新、自主芯片设计能力，并结合岛内系统 业者量能加速落地应用，让台湾成为全球芯片供应的关键核心角色，持续稳固台湾半导体在全球关键 地位。 产发署表示，这项补助计画今年总经费17.5亿元，期程不超过三年。补助主要分两类：第一类是「优 势芯片」开发，采单一申请，每案补助上限2亿元，锁定因应产业技术缺口或市场需求，开发可促进 百工百业转型的创新优势芯片，且优先支持无人机、机器人与卫星通讯等领域之创新优势芯片开发。 第二类是「核心芯片与系统开发」，则采联合申请，每案补助上限3亿元，锁定标的是因应产业发展 或市场需求，由岛内IC设计业者与系统业者合作，开发高值并可促进百工百业转型之系统核心芯片与 模组／系统。这项补助优先支持机器人与卫星通讯等领域之系统核心芯片与模组／系统开发。 台湾当局并明确列出要补助的芯片类型及规格。包括：无人机领域的通讯芯片；机器人领域的复合感 知芯片、控制芯片；卫星通讯领域的Ku band ...

Core Viewpoint - Guomian Technology's stock rose by 5.19% to 22.72 CNY per share, with a trading volume of 384 million CNY and a turnover rate of 3.09%, resulting in a total market capitalization of 13.249 billion CNY [1] Company Overview - Guomian Technology Co., Ltd. is located in Nanshan District, Shenzhen, Guangdong Province, and was established on March 20, 2000, with its listing date on April 30, 2010 [1] - The company's main business involves the development and sales of security chips and communication chip products and solutions [1] - Revenue composition includes integrated circuits and key components at 50.98%, anode materials at 46.02%, and other supplementary sources at 3.00% [1] Shareholder Information - Among the top ten circulating shareholders of Guomian Technology, a fund under Southern Fund holds a position. The Southern CSI 1000 ETF (512100) reduced its holdings by 53,800 shares in the third quarter, now holding 5.335 million shares, which accounts for 0.94% of circulating shares [2] - The estimated floating profit from this position is approximately 5.9752 million CNY [2] Fund Manager Details - The fund manager of Southern CSI 1000 ETF (512100) is Cui Lei, who has been in the position for 7 years and 13 days [3] - The total asset size of the fund is 122.76 billion CNY, with the best fund return during the tenure being 181.49% and the worst being -15.93% [3]

Core Viewpoint - The financial performance and trading activities of Guomin Technology indicate a mixed outlook, with a notable increase in revenue but a significant net loss in profit, alongside fluctuating financing activities and shareholder dynamics [1][2][3]. Group 1: Financial Performance - As of June 30, Guomin Technology reported a revenue of 632 million, representing a year-on-year growth of 22.74% [2] - The company experienced a net profit loss of 36.78 million, which is an increase in loss by 72.54% compared to the previous period [2] Group 2: Trading Activities - On September 17, Guomin Technology's stock price increased by 0.04%, with a trading volume of 649 million [1] - The financing buy-in amount for Guomin Technology on the same day was 56.40 million, while the financing repayment was 59.40 million, resulting in a net financing outflow of 2.99 million [1] - The total financing and securities lending balance for Guomin Technology reached 967 million, with the financing balance accounting for 6.43% of the circulating market value, indicating a high level compared to the past year [1] Group 3: Shareholder Dynamics - As of June 30, the number of shareholders for Guomin Technology was 160,000, a decrease of 2.33% from the previous period [2] - The top circulating shareholders include Southern CSI 1000 ETF, which increased its holdings by 1.02 million shares, and Huaxia CSI 1000 ETF, which increased by 756,300 shares [3] - Notably, Hong Kong Central Clearing Limited reduced its holdings by 1.06 million shares, while new shareholders include Huaxia Growth ETF and Fuguo CSI 1000 ETF [3]

Group 1 - The stock price of Guomin Technology increased by 2.02% on September 11, reaching 25.22 CNY per share, with a trading volume of 304 million CNY and a turnover rate of 2.16%, resulting in a total market capitalization of 14.706 billion CNY [1] - Year-to-date, Guomin Technology's stock price has risen by 5.79%, with a 1.90% increase over the last five trading days, a 0.63% decrease over the last 20 days, and a 9.27% increase over the last 60 days [1] - Guomin Technology has appeared on the "Dragon and Tiger List" twice this year, with the most recent occurrence on April 9, where it recorded a net purchase of 200 million CNY [1] Group 2 - Guomin Technology, established on March 20, 2000, and listed on April 30, 2010, is based in Shenzhen, Guangdong Province, and specializes in the development and sales of security and communication chip products and solutions [2] - The company's main business revenue composition includes integrated circuits and key components (50.98%), negative electrode materials (46.02%), and others (3.00%) [2] - As of June 30, 2025, Guomin Technology reported a revenue of 632 million CNY, representing a year-on-year growth of 22.74%, while the net profit attributable to shareholders was -36.78 million CNY, showing a year-on-year increase of 72.54% [2] Group 3 - Since its A-share listing, Guomin Technology has distributed a total of 211 million CNY in dividends, with no dividends paid in the last three years [3] - As of June 30, 2025, the largest circulating shareholder of Guomin Technology is the Southern CSI 1000 ETF, holding 5.3888 million shares, an increase of 1.0243 million shares compared to the previous period [3] - New shareholders include the Huaxia Growth ETF, holding 1.3498 million shares, and the Fortune CSI 1000 ETF, holding 1.0014 million shares [3]

Core Viewpoint - The company, Guomin Technology, experienced a decline in stock price and trading volume on August 29, with a drop of 3.42% and a trading volume of 1.437 billion yuan, indicating potential investor concerns [1] Financing and Margin Trading - On August 29, Guomin Technology had a financing buy amount of 119 million yuan and a financing repayment of 159 million yuan, resulting in a net financing outflow of 40.08 million yuan [1] - The total margin trading balance for Guomin Technology as of August 29 was 1.043 billion yuan, with the financing balance accounting for 6.52% of the circulating market value, indicating a high level of financing activity compared to the past year [1] - The company had a margin balance of 1.8427 million yuan with a remaining short selling volume of 67,300 shares, which is below the 30th percentile of the past year, suggesting low short selling activity [1] Financial Performance - For the first half of 2025, Guomin Technology reported a revenue of 632 million yuan, representing a year-on-year growth of 22.74%, while the net profit attributable to shareholders was a loss of 36.78 million yuan, but this loss decreased by 72.54% compared to the previous year [2] Shareholder Structure - As of June 30, 2025, Guomin Technology had 160,000 shareholders, a decrease of 2.33% from the previous period, with an average of 3,539 circulating shares per shareholder, which increased by 2.25% [2] - The top circulating shareholders include Southern CSI 1000 ETF, which increased its holdings by 1.0243 million shares, and Huaxia CSI 1000 ETF, which increased by 756,300 shares, indicating growing institutional interest [3]