证券日报网讯12月4日，帝奥微在互动平台回答投资者提问时表示，针对端侧AI应用，公司已经推出了 应用于AI眼镜等场景的eUSBrepeater，填补了国内空白，该产品适配于先进工艺SoC。eUSBrepeater为一 颗支持eUSB和USB2.0接口相互转换的产品，主要因为终端产品主芯片制程越来越高，能支持的电压随 之降低到1.2V以下，同时SoC的接口只能支持eUSB，因此需要eUSBrepeater进行eUSB至USB2.0接口的 转换。以及高效率低功耗，超小体积的叠封电感的模块电源等产品。此外，公司从目前直流有刷马达驱 动扩展到集成MCU的步进马达驱动和三相无刷电机控制SOC芯片产品，将拓宽机器人领域的产品种 类。同时公司氛围灯将集成MCU的同时提供光学算法，持续从单灯头拓展到多灯头解决方案；以及公 司在规模较大的数模混合芯片ASIC的设计方法探索，推进公司矩阵控制器的开发。 ...

Core Viewpoint - The company has successfully launched several products aimed at domestic AR/VR manufacturers, indicating a strong position in the growing AI glasses market [2] Product Development - The company has mass-produced Type-C signal/audio switching high-speed switches, synchronous DC-DC converters, and ultra-low voltage linear regulators for domestic AR/VR manufacturers [2] - A power module solution is currently being tested by leading AI glasses manufacturers [2] - The company has introduced a USB-C switch with humidity detection and high current, high PSRR, ultra-low output voltage, and ultra-low noise multi-channel PMIC products [2] Market Positioning - The company has launched an eUSB repeater for AI glasses applications, filling a domestic market gap [2] - The eUSB repeater supports eUSB and USB2.0 interface conversion, addressing the need for voltage support below 1.2V due to advancements in chip manufacturing processes [2]

Major Events - Dongxin Co., Ltd. completed its verification work and will resume trading on September 3 after being suspended due to abnormal stock price fluctuations [4] - Tianpu Co., Ltd. may apply for a trading suspension if its stock price continues to rise abnormally, as it has experienced a cumulative increase of 100% over eight consecutive trading days [5] - Shangwei New Materials has seen its stock price rise by 1154.5% from July 9 to September 2, indicating a significant deviation from its fundamental performance [7] - Yinglian Co., Ltd. is in the early stages of planning a capital increase for its wholly-owned subsidiary, with no formal agreements signed yet [8] - Kexing Pharmaceutical has completed the first patient enrollment for the Phase II clinical study of its GB08 injection, a long-acting growth hormone [9] - WuXi AppTec plans to transfer 98.9% of its subsidiary's shares to a newly established wholly-owned subsidiary for organizational optimization [10] - Zhonglai Co., Ltd. announced the resignation of its chairman due to age reasons, with no shares held by him at the time of resignation [11] - Zhaoxin Co., Ltd. reported no significant changes in its internal and external operating environment [12] - Kuangda Technology is planning a change of control, leading to a continued suspension of its stock [14] - DiAo Micro announced the launch of its eUSB repeater product, filling a domestic gap and supporting its entry into the USB4.0 market [15] - Jinbei Automotive plans to invest 240 million yuan in an automotive industry investment fund focusing on electrification and intelligentization [16] - Junshi Biosciences received approval for clinical trials of its JT118 injection, a vaccine aimed at preventing monkeypox virus infection [17] - Kaidi Co., Ltd. reported that its robotics business is still in the development stage and has not yet generated revenue [18] - China Ping An plans to cancel 103 million A-shares, reducing its total share capital [19] - China National Petroleum Corporation intends to transfer 541 million A-shares to China Mobile Group to deepen strategic cooperation [20] Performance Overview - Seres reported a 19.57% year-on-year increase in new energy vehicle sales in August, with production reaching 43,069 units [21] - Qianli Technology's total vehicle sales in August increased by 168.55% year-on-year, although new energy vehicle sales decreased by 15.93% [22] - Guangzhou Port expects a 1.2% year-on-year increase in container throughput for August, with total cargo throughput also projected to rise [23] Shareholding Changes - Nuowei Zhan's shareholder, Guoshou Chengda, plans to reduce its stake by up to 3% due to funding needs [24][25] Buybacks - CATL has repurchased 8.69 million A-shares, accounting for 0.1973% of its total A-share capital, with a total transaction amount of 2.131 billion yuan [26] Financing Activities - Fulai New Materials plans to raise no more than 710 million yuan through a private placement to fund expansion projects [27] Strategic Partnerships - Pairui Co., Ltd. signed a strategic cooperation agreement with Xi'an Power Electronics Research Institute to jointly develop power devices [28] - Youxunda is a candidate for a tender project with China Southern Power Grid, with a pre-bid amount of approximately 161 million yuan [29]

Group 1 - The Ministry of Finance and the State Taxation Administration announced tax policies for the management of state-owned equity and cash income to enrich the social security fund, effective from April 1, 2024 [2] - In August, the number of new A-share accounts reached 2.6503 million, a month-on-month increase of 34.97% and a year-on-year increase of 165.21%, totaling 17.2117 million new accounts in the first eight months of the year [2] - Southbound funds recorded a net purchase of 9.281 billion HKD on September 2, with the annual net purchase exceeding 1 trillion HKD, marking the highest record since the launch of the Stock Connect mechanism [3] Group 2 - Yushu Technology plans to submit its listing application documents to the stock exchange between October and December 2025, with relevant operational data to be disclosed [5] - CATL has repurchased 8.69 million A-shares, with a total transaction amount of 2.131 billion CNY [6] - Tianpu Co. may apply for a trading suspension if its stock price continues to rise abnormally [7] - Kedi Co.'s robot products are still in the development stage and cannot generate revenue in the short term [8] - Hongbo Co. reported that its operating conditions are normal, with no significant changes in the business environment [17]

Group 1: Investment and Strategic Partnerships - Hong Kong Jian Na invested $30 million in Brain Family Inc. to acquire minority shareholder rights through a Pre-B round preferred stock subscription [1] - Brain Family Inc. is a leading company in brain-computer interface technology with significant technological barriers and commercialization capabilities [1] - The collaboration aims to enhance the "AI + new materials" ecosystem and commercial application capabilities, leveraging Brain Family's experience in medical rehabilitation, education consumption, and human-computer interaction [1] Group 2: Market Performance and Stock Trading - Dongxin Co. announced that its stock will resume trading on September 3 after completing a review due to abnormal trading fluctuations [3] - The stock price showed significant volatility, indicating potential irrational speculation, but the company's fundamentals remain unchanged [3] - Tianpu Co. warned that if its stock price continues to rise abnormally, it may apply for a trading suspension for further review [4] Group 3: Business Development and Revenue Generation - Kaidi Co. reported that its robotics-related business is still in the development stage and has not yet generated revenue, which is not expected to significantly impact the company's performance [5] - Chang'an Automobile's August sales increased by 25% year-on-year, while Sairisi's new energy vehicle sales rose by 19.57% [6] - Qianli Technology's August vehicle sales surged by 168.55% year-on-year, indicating strong market demand [6] Group 4: Corporate Actions and Financing - Hechuan Technology plans to transfer 13% of Hechuan Robotics' shares to related party Ningbo Youlong [7] - WuXi AppTec intends to transfer 98.9% of Shanghai Hualian Pharmaceutical Co., Ltd. shares to a newly established entity [7] - Fule New Materials aims to raise no more than 710 million yuan through a private placement [7]

Group 1 - Daoshi Technology's subsidiary Hong Kong Jiana invested $30 million in Brain Family Inc. to acquire minority shareholder rights through Pre-B round preferred shares [1] - Brain Family Inc. is a leading company in brain-computer interface technology with unique technical barriers and commercialization capabilities [1] - Daoshi Technology aims to enhance its "AI + new materials" ecosystem by leveraging Brain Family's experience in medical rehabilitation, educational consumption, and human-computer interaction [1] Group 2 - Sinovac Biotech's subsidiary completed the first subject enrollment for the Phase II clinical study of GB08 injection, a long-acting growth hormone for children with growth hormone deficiency [2] - The GB08 injection is the company's first independently developed Class I innovative drug [2] Group 3 - Heng Rui Medicine's subsidiary received approval for clinical trials of SHR-A2009, an antibody-drug conjugate targeting HER3, with no similar drugs approved globally [3] Group 4 - DiAo Microelectronics launched its self-developed high-performance eUSB repeater product, which supports bidirectional conversion between eUSB2 and USB2 signal schemes [4] - The product is designed for IoT, consumer electronics, and automotive electronics, enhancing the company's competitiveness in high-speed interface chips [4] Group 5 - Dongxin Co. announced the completion of its stock review and will resume trading on September 3 after a temporary suspension due to abnormal stock price fluctuations [5] - The company stated that its fundamentals and main business have not changed significantly [5] Group 6 - Junshi Biosciences received approval for clinical trials of JT118 injection, a "two-in-one" recombinant protein vaccine for monkeypox virus prevention, with no approved vaccines in the domestic market [6] Group 7 - Seres reported a 19.57% year-on-year increase in new energy vehicle sales in August, with production reaching 43,069 units and sales at 43,262 units [7][8] Group 8 - CATL has repurchased 8.69 million A-shares, totaling 2.131 billion yuan, with plans to continue the buyback based on market conditions [9] Group 9 - *ST Tianmao announced a cash option for shareholders during the period from September 15 to September 19, allowing them to exercise cash options at a price of 1.6 yuan per share [10]

Group 1 - The company has launched a new product, the eUSB repeater, which addresses the increasing market demand for high processing capability and low power consumption in processors and MCUs [1][2] - The eUSB repeater supports bidirectional conversion between eUSB2 and USB2 signal schemes, enabling seamless communication between devices [1][2] - The product overcomes key technical challenges related to signal integrity, low power consumption, compatibility, and miniaturization, enhancing device compatibility and adhering to USB2 and eUSB2 v1.1 standards [2] Group 2 - The eUSB repeater is designed for high-performance applications and is expected to see rising demand in sectors such as robotics, new energy vehicles, AI smartphones, laptops, tablets, and AI glasses due to the rapid adoption of 4nm process technology [2][3] - The company holds complete intellectual property rights for the eUSB repeater, reinforcing its core competitiveness in high-speed interface chips [2][3] - The introduction of the eUSB repeater fills a domestic gap and supports the advancement of domestic alternatives, laying a solid foundation for the company's entry into the USB4.0 ultra-high-speed retimer market [3]

Group 1 - The company has successfully mass-produced Type-C signal/audio switching high-speed switches, synchronous DC-DC buck converters, and ultra-low voltage low-power linear regulators for domestic AR/VR manufacturers [1] - The module power solutions are currently being tested and integrated by leading AI glasses manufacturers [1] - The company is promoting its upcoming eUSB repeater product, which is compatible with advanced process SoCs, to both domestic and international clients [1]