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MCU芯片概念下跌4.26%,主力资金净流出67股
| 代码 | 简称 | 今日涨跌幅(%) | 今日换手率(%) | 主力资金流量(万元) | | --- | --- | --- | --- | --- | | 603501 | 豪威集团 | -5.47 | 2.98 | -76871.89 | | 603986 | 兆易创新 | -4.64 | 6.65 | -55289.01 | | 300458 | 全志科技 | -7.75 | 8.65 | -49862.25 | | 300223 | 北京君正 | -6.67 | 10.68 | -42777.01 | | 603893 | 瑞芯微 | -7.43 | 3.53 | -42735.83 | | 688521 | 芯原股份 | -9.70 | 4.36 | -36276.28 | | 300474 | 景嘉微 | -6.16 | 5.48 | -34308.82 | | 002049 | 紫光国微 | -7.05 | 4.68 | -33201.45 | | 688047 | 龙芯中科 | -8.19 | 2.86 | -32480.65 | | 600460 | 士兰微 | -4.43 | 4.41 ...
国民技术冲击港股IPO 三年累亏超8亿
Ju Chao Zi Xun· 2025-09-24 09:31
Core Viewpoint - The company, Guomin Technology, has submitted an IPO application to the Hong Kong Stock Exchange, despite reporting significant losses and a high debt ratio in recent years [1][3]. Financial Performance - From 2022 to 2024, the company's revenue figures were 1.195 billion, 1.037 billion, and 1.168 billion respectively, while net losses were 32 million, 571 million, and 235 million [3]. - The gross profit margin has shown significant volatility, dropping to 1.7% in 2023 due to supply-demand imbalances leading to price declines and inventory write-downs [3]. - As of the first half of 2025, the company's debt-to-asset ratio reached 71.68%, and operating cash flow has been negative for three consecutive years [3]. Management Actions - Prior to the IPO submission, several executives, including the chairman and general manager, sold shares, with the chairman cashing out approximately 120 million from selling 5.1411 million shares [3]. - The shares sold were primarily from a 2021 equity incentive plan, with a grant price of 6.1 per share [3]. Corporate Structure and Strategy - Guomin Technology is a leading domestic MCU chip company with a dispersed shareholding structure and no controlling shareholder [3]. - In 2021, the company attempted to make the chairman the controlling shareholder through a directed issuance but failed due to exchange concerns and funding issues [3]. - The current IPO aims to expand financing channels to alleviate ongoing losses and high debt pressure, although management's share sales and the company's challenging fundamentals have led to mixed market sentiment regarding its future [3].
新股消息 | 中微半导(688380.SH)递表港交所 2024年MCU出货量于中国排名第一
智通财经网· 2025-09-23 22:45
智通财经APP获悉,据港交所9月23日披露,中微半导体(深圳)股份有限公司(简称:中微半导(688380.SH))向港交所主板提交上市申请 书,中信建投国际为独家保荐人。 中微半导以MCU设计及开发能力为核心,旗下产品进一步延伸至各类系统级芯片("SoC")、专用集成电路("ASIC")等,为客户提供智能 控制所需的芯片及底层算法一站式整体解决方案,赋能消费电子、智能家电、工业控制及汽车电子等多元应用场景。于往绩期间,公司 的收益主要来自MCU、SoC及ASIC解决方案的提供,以及其他相关产品的销售。 在泛消费领域,中微半导的MCU芯片产品在中国消费电子及智能家电领域佔据市场领先地位,根据弗若斯特沙利文的研究数据,以 2024年收益计,公司在中国智能家电领域MCU芯片市场排名第一、消费电子领域MCU芯片市场排名第二;在泛消费领域基础上,公司 已成功突破MCU芯片高端化应用壁垒,顺利切入工业控制与汽车电子两大高增长关键赛道,其中工业控制领域重点聚焦无刷直流电机 ("BLDC"),而汽车电子领域则持续研发先进M4及RISC-V架构车规级产品,该等架构为广泛应用的微控制器平台,以其高算力、能源效 益及可扩展性着称。 ...
开盘:三大指数集体高开 创指高开1.02% 贵金属板块涨幅居前
Xin Lang Cai Jing· 2025-09-23 02:10
9月23日消息,三大指数集体高开,创指高开1.02%,贵金属板块涨幅居前。截至今日开盘,沪指报3830.14点,涨0.04%; 深成指报13246.93点,涨0.68%;创指报3139.50点,涨1.02%。 消息面: 1、央行行长潘功胜22日在国新办新闻发布会上表示,中国货币政策坚持以我为主、兼顾内外平衡,后续将根据宏观经济 运行情况和形势变化,综合应用多种货币政策工具保证流动性充裕。 2、证监会主席吴清22日在国新办新闻发布会上表示,目前A股科技板块市值占比超过1/4;将进一步完善发行上市、并购 重组等制度安排,更大力度支持创新,更好支持优质企业通过资本市场茁壮成长,进一步提升制度包容性。 6、天赐材料公告,全资子公司与瑞浦兰钧签订80万吨电解液供应合作协议。 7、东方明珠公告,拟出资2.44亿元参与设立先进计算二期基金,受让超聚变数字技术有限公司股权。 8、5连板杭电股份公告,公司光通信业务处于亏损状态,铜箔业务尚处于起步阶段。 9、中天科技在互动平台表示,全资子公司认购基金持有摩尔线程股权。 10、湘财股份公告,吸并大智慧相关的审计、尽职调查等工作已基本完成。 11、两连板鼎信通讯公告,公司所获平头哥 ...
鼎信通讯:所获平头哥公司的授权技术与AI智能推理算力芯片没有关联
人民财讯9月22日电,鼎信通讯(603421)9月22日公告,公司股票9月18日、9月19日及9月22日连续三 个交易日内收盘价格涨幅偏离值累计超过20%,属于股票交易异常波动情形。公司与平头哥公司签署授 权协议,平头哥公司仅将其拥有的E801/E802/E803技术使用权授权给公司,用于芯片自主研发。公司获 得的授权技术仅用于自主研发的MCU芯片,均为传统电力、安全领域产品,仅涉及公司电表、安防产 品,与AI智能推理算力的芯片没有任何关联。除上述技术授权外,公司与平头哥公司不存在任何其他 业务合作。 ...
鼎信通讯:公司获得的平头哥公司授权技术仅用于自主研发MCU芯片 与其不存在任何其他业务合作
Zhi Tong Cai Jing· 2025-09-22 12:16
Core Viewpoint - The company, Dingxin Communication, focuses on research, production, and sales of power line carrier communication and smart grid equipment, with core business areas in smart meter data transmission, power safety protection, and fire safety services [1] Group 1: Business Operations - The company's core business has not undergone significant changes [1] - The company is currently under a market ban period from State Grid Corporation of China and China Southern Power Grid Co., Ltd, urging investors to be cautious about investment risks [1] Group 2: Technology Collaboration - The company has signed an authorization agreement with Pingtouge, which grants the company the usage rights of E801/E802/E803 technologies for independent chip development [1] - The authorized technology is exclusively for the development of MCU chips related to traditional power and safety products, specifically for smart meters and security products, with no connection to AI intelligent reasoning chips [1] - There are no other business collaborations between the company and Pingtouge beyond the mentioned technology authorization [1]
鼎信通讯:公司获得的平头哥公司授权技术仅用于自主研发MCU芯片
Xin Lang Cai Jing· 2025-09-22 12:13
鼎信通讯9月22日公告,公司与平头哥公司签署授权协议,平头哥公司仅将其拥有的E801/E802/E803技 术使用权授权给本公司,用于芯片自主研发。公司获得的授权技术仅用于自主研发的MCU芯片,均为 传统电力、安全领域产品,仅涉及公司电表、安防产品,与AI智能推理算力的芯片没有任何关联。除 上述技术授权外,公司与平头哥公司不存在任何其他业务合作。 ...
鼎信通讯(603421.SH):平头哥公司仅将其拥有的E801/E802/E803技术使用权授权给本公司,用于芯片自主研发
Ge Long Hui A P P· 2025-09-22 12:13
公司与平头哥公司签署授权协议,平头哥公司仅将其拥有的E801/E802/E803技术使用权授权给本公司, 用于芯片自主研发。公司获得的授权技术仅用于自主研发的MCU芯片,均为传统电力、安全领域产 品,仅涉及公司电表、安防产品,与AI智能推理算力的芯片没有任何关联。除上述技术授权外,公司 与平头哥公司不存在任何其他业务合作。 格隆汇9月22日丨鼎信通讯(维权)(603421.SH)公布,公司专注于电力线载波通信、智能电网设备的研 发、生产和销售,核心业务围绕"智能电表数据传输、电力安全防护"和消防业务展开,公司核心业务未 发生重大变化。公司目前还处在国家电网有限公司和南方电网有限责任公司市场禁入期间,敬请广大投 资者注意投资风险。 ...
股价“一”字涨停!回复涉“平头哥”芯片合作表述不准确 上交所出手→
Core Viewpoint - The stock price of Dingxin Communications surged significantly after the company clarified its technical authorization agreement with Pingtouge, a subsidiary of Alibaba Group, leading to regulatory scrutiny from the Shanghai Stock Exchange [2][4][8] Group 1: Stock Performance - On September 19, Dingxin Communications (603421) experienced a notable increase, hitting the daily limit up for the first time in six months, with a closing price of 7.43, reflecting a 10.07% increase [3][4] - The surge was triggered by a response to an investor inquiry regarding a technical authorization agreement with Pingtouge, stating that the company uses Pingtouge's CK802 32-bit core architecture under a comprehensive technical authorization agreement [2][6] Group 2: Technical Authorization Details - Dingxin Communications confirmed that it signed an authorization agreement with Pingtouge on December 26, 2022, granting the company rights to use E801/E802/E803 technologies for chip development, with a contract value of 2 million yuan and a validity of five years [6] - The E801/E802/E803 cores are low-cost, low-power embedded CPU cores primarily used in applications such as smart cards and smart grids, and are not related to AI or high-performance computing chips [6] Group 3: Regulatory Response - Following the stock price surge, the Shanghai Stock Exchange issued a regulatory warning to Dingxin Communications for providing inaccurate information regarding the technical authorization, which could mislead investors [8] - The company was required to submit a rectification report within one month to address the regulatory concerns raised by the exchange [8]
未准确发布涉“平头哥”合作情况,鼎信通讯被监管警示
Core Viewpoint - The Shanghai Stock Exchange issued a regulatory warning to Dingxin Communications for providing inaccurate information regarding its collaboration with Pingtouge Semiconductor, which may mislead investors [1][4]. Group 1: Company Actions and Responses - On September 18, Dingxin Communications stated on the E Interaction platform that it had signed a comprehensive technology authorization agreement with Pingtouge Semiconductor [2]. - Following this announcement, Dingxin Communications' stock price hit the daily limit up on September 19 [2]. - On September 19, the company clarified that its previous statement was inaccurate, specifying that the technology authorization only pertains to low-cost, low-power embedded CPU cores for traditional applications, not AI computing chips [3]. Group 2: Regulatory Actions - The Shanghai Stock Exchange's decision highlighted that Dingxin Communications failed to accurately disclose specific details about the collaboration, which could mislead investors, violating the stock listing rules [4]. - The company's then Secretary of the Board, Hu Sixiang, was specifically warned for not fulfilling his responsibilities in information disclosure [4]. Group 3: Financial Performance - In the first half of 2025, Dingxin Communications reported a revenue of 704 million yuan and a net loss attributable to shareholders of 219 million yuan [4].