格隆汇12月18日丨国芯科技(688262.SH)公布，公司于2025年12月18日收到公司股东麒越创投、嘉信佳 禾、孙力生、杨志瑛出具的《关于减持结果的告知函》，孙力生和杨志瑛未参与本次减持计划，麒越创 投、嘉信佳禾在2025年10月30日至2025年12月18日累计减持公司股份数量为104.89万股，累计减持比例 合计为0.3122%，本次减持计划减持时间届满，本次减持计划实施完毕。 ...

南财智讯12月18日电，国芯科技公告，公司股东宁波麒越创业投资合伙企业（有限合伙）及其一致行动 人宁波嘉信佳禾创业投资合伙企业（有限合伙）在2025年10月30日至2025年12月18日累计减持公司股份 1,048,939股，占公司总股本的0.3122%，减持计划实施完毕。其中，麒越创投减持868,939股，占总股本 的0.2586%；嘉信佳禾减持180,000股，占总股本的0.0535%。一致行动人孙力生、杨志瑛未参与本次减 持。本次减持通过集中竞价交易方式完成，减持价格区间分别为31.00元至35.30元/股和33.42元至34.95 元/股。 ...

格隆汇12月18日丨国芯科技(688262.SH)公布，公司于2025年12月18日收到公司股东麒越创投、嘉信佳 禾、孙力生、杨志瑛出具的《关于减持结果的告知函》，孙力生和杨志瑛未参与本次减持计划，麒越创 投、嘉信佳禾在2025年10月30日至2025年12月18日累计减持公司股份数量为104.89万股，累计减持比例 合计为0.3122%，本次减持计划减持时间届满，本次减持计划实施完毕。 ...

国芯科技公告，2025年10月30日至2025年12月18日，麒越创投累计减持股份数量为86.89万股，占公司 总股本的比例为0.2586%，减持完成后持有公司股份数量为2128.04万股，占公司总股本的比例为 6.33%；嘉信佳禾累计减持股份数量为18万股，占公司总股本的比例为0.0535%，减持完成后持有公司 股份数量为612.26万股，占公司总股本的比例为1.82%。麒越创投、嘉信佳禾在2025年10月30日至2025 年12月18日累计减持公司股份数量为104.89万股，累计减持比例合计为0.3122%。 ...

Group 1: Market Overview - The global storage chip market is experiencing significant structural changes due to a shortage and price surge, leading major PC manufacturers to raise product prices, with Dell increasing prices across its commercial computer range [1] - The driving force behind this price increase is the shift in AI development from training to application, resulting in a surge in demand for storage chips as they become strategic components in AI infrastructure [1] - Omdia forecasts that semiconductor industry revenue will reach a record high of $216.3 billion by Q3 2025, with a quarter-over-quarter growth of 14.5%, driven by storage chips and AI accelerators [1] Group 2: Industry Insights - Northeast Securities reports that the storage industry has passed its cyclical bottom, benefiting from the real demand explosion driven by AI infrastructure, leading to continuous chip price increases [2] - The demand for materials is expected to rise due to the expansion of domestic storage chip manufacturers [2] - The report from Zhongyou Securities highlights the increasing demand for plating solutions and photoresists in the storage chip sector, driven by advancements in HBM and 3D NAND technologies [2] Group 3: Key Companies in Storage Chip Sector - Zhaoyi Innovation (兆易创新) is a leading storage chip designer with a market share of 18.5% in global NOR Flash and has begun mass production of DDR4 DRAM in collaboration with Hefei Changxin [2] - Lanke Technology (澜起科技) holds over 40% market share in DDR5 memory interface chips and benefits from the increasing penetration of AI servers [2] - Baiwei Storage (佰维存储) specializes in embedded storage and PCIe SSDs, with products suitable for AI PCs and cloud service providers [3] Group 4: Storage Modules and Controllers - Jiangbolong (江波龙) is a leading domestic storage module company with over 100 million self-developed controller chips deployed [4] - Shannon Chip (香农芯创) is a core agent for SK Hynix, entering the Alibaba Cloud supply chain with its enterprise SSDs [4] - Demingli (德明利) focuses on self-developed storage controller chips and has accelerated the domestic replacement of its products [4] Group 5: Packaging and Manufacturing - Changdian Technology (长电科技) is the third-largest packaging and testing company globally, with a 25% market share in storage packaging [6] - SMIC (中芯国际) is a key player in domestic storage chip manufacturing, providing foundry services for NOR Flash and embedded storage chips [6] - Huahong (华虹公司) specializes in unique process storage chip foundry services, supporting production for IoT and automotive electronics [6] Group 6: Upstream Equipment and Materials - Northern Huachuang (北方华创) supplies core equipment for storage chip manufacturing, with growing orders for etching and deposition equipment [7] - Tuojing Technology (拓荆科技) leads in PECVD equipment, facilitating the expansion of storage capacity for major manufacturers [7] - Yake Technology (雅克科技) is a leading supplier of storage chip materials, breaking overseas monopolies and entering the supply chains of major global storage manufacturers [7] Group 7: Supporting Chips and Ecosystem - Jucheng Co. (聚辰股份) holds over 30% market share in DDR5 SPD chips, supporting platforms like NVIDIA H100 [8] - Guoxin Technology (国芯科技) is a leader in RAID storage chips, enhancing data security and performance for enterprise storage systems [8]

近 日 获 悉 ， 华 研 慧 声 （ 苏 州 ） 电 子 科 技 有 限 公 司 获 得 苏 州 国 芯 科 技 股 份 有 限 公 司 （688262.SH）的新一轮战略投资。本次资金将重点用于加速车载主动降噪解决方案规划化 落地，以及推进AI声学算法及应用的研发。围绕多场景、个性化的智能座舱声学需求，构建 以"声学场景"为核心的AI智能声学系统，实现从算法模型到硬件系统的全链路升级。 作为国内领先的系统级车载声学解决方案提供商，华研慧声自成立以来，持续深耕汽车座舱空间声 学主动控制技术，以"3D主动降噪"和"空间沉浸音频"双轮驱动，以"海量数据+定制化算法"产品方 案，打造"无界声"声学品牌，逐步构建商业护城河。早在2022年，华研慧声已获得苏州国芯科技 Pre-A轮战略投资，双方由此开启在智能声学方向的深度协作，共同推动国产高性能车载音频DSP 芯片（CCD5001）研发及量产落地。 过去三年，华研慧声凭借持续的创新投入与扎实的客户服务，为上汽智己、奇瑞汽车、吉利汽车、 一汽集团、小鹏汽车、福特、大众等国内外优质OEM提供数十款车型开发。2024年6月，华研慧声 自主研发的RNC路噪主动降噪技术，作为 ...

Group 1 - Guoxin Technology announced an investment of 30 million RMB in Suzhou Longqing Vision Chip Co., Ltd. during its Pre-A round financing, marking the third investment following angel and angel+ rounds [1] - After this round of financing, Guoxin Technology holds an 8.97% stake in Longqing Vision, becoming the largest external shareholder after the founding team, demonstrating strong confidence in the company's future development [1][3] - Longqing Vision focuses on integrating artificial intelligence with commercial aerospace, aiming to develop low-cost, high-reliability aerospace intelligent chips and system solutions, aligning with global trends in satellite intelligence and real-time space information processing [3] Group 2 - The financing round attracted several notable investors, including Shanghai Lianhe Investment Co., Ltd. and Xu Hui Capital, indicating a successful establishment of a dual-driven development model combining industrial resources and capital empowerment [3] - Longqing Vision is a core supplier for domestic low-orbit satellite constellation operator Yuanxin Satellite, validating its industrial implementation capabilities [3] - Guoxin Technology and Longqing Vision have established a comprehensive strategic partnership, collaborating on the development of a high-performance, low-power general-purpose neural network accelerator based on the RISC-V instruction set [4] Group 3 - The collaboration aims to tackle key technologies for dedicated AI computing power in aerospace and high-end edge computing scenarios, with plans to create energy-efficient AI acceleration chips for personal computing devices and edge applications [4] - This partnership strengthens Guoxin Technology's influence in the RISC-V and AI accelerator technology landscape, while also binding with core innovative enterprises in the industry chain [4] - The development of "space-based intelligent" chips with independent intellectual property rights is seen as a strategic focal point in the competition for technological supremacy among major countries [4]

新京报贝壳财经讯 12月14日，据国芯科技官方公众号消息，近日，国芯科技以3000万元参与苏州龙擎 视芯集成电路有限公司（简称"龙擎视芯"）Pre-A轮融资。这是继天使轮、天使+轮后，国芯科技第三次 增资龙擎视芯。本轮融资完成后，国芯科技合计持有龙擎视芯8.97%的股权，成为龙擎视芯除团队外的 外部第一大股东。龙擎视芯是一家专注于"人工智能+商业航天"深度融合的高科技企业。目前，国芯科 技和龙擎视芯已建立全面合作关系，双方目前正在联合研发高性能、低功耗的基于RISC-V通用神经网 络加速器（RISC-V GPNPU），并以RISC-V GPNPU为基础共同打造PC和边缘侧AI加速芯片。 ...

Core Viewpoint - Guoxin Technology has invested 30 million yuan in Suzhou Longqing Vision Chip Co., Ltd. during its Pre-A round financing, becoming the largest external shareholder after the team [1] Group 1: Investment Details - Guoxin Technology has participated in Longqing Vision's financing for the third time, following previous investments in the angel round and angel+ round [1] - After this round of financing, Guoxin Technology holds a total of 8.97% equity in Longqing Vision [1] Group 2: Company Profile - Longqing Vision is a high-tech enterprise focused on the deep integration of "artificial intelligence + commercial aerospace" [1] - Guoxin Technology and Longqing Vision have established a comprehensive cooperative relationship [1] Group 3: Joint Development - Both companies are currently collaborating on the development of a high-performance, low-power RISC-V General Purpose Neural Network Accelerator (RISC-V GPNPU) [1] - They aim to jointly create AI acceleration chips for PCs and edge devices based on the RISC-V GPNPU [1]

Mergers and Acquisitions - China Metallurgical Group Corporation plans to sell assets worth 60.676 billion yuan to Minmetals Land and China Minmetals [1] - Shengda Resources intends to acquire 60% stake in Jinshi Mining for 500 million yuan [1] - Honghua Digital Science plans to acquire 49% stake in Shandong Yingkejie for 105 million yuan [1] - Weidi Co., Ltd. is set to acquire controlling stake in Jiangsu Jiuxing Precision Technology [1] Shareholding Changes - PIANO's controlling shareholder is planning a change in control, leading to stock suspension [1] - Tai Long Pharmaceutical's controlling shareholder will change to Jiangyao Holdings, with stock resuming trading [1] - ST Yishite's control will shift to Jingzhou State-owned Assets Supervision and Administration Commission [1] Buybacks and Reductions - Midea Group has completed its share buyback plan with a total amount reaching 10 billion yuan [1] - Helen Zhe plans to repurchase shares worth between 50 million to 100 million yuan [1] - Several companies, including Zhongfu Circuit and Keri International, are planning to reduce their shareholdings by up to 3% [1] Operational Data - Zhongtong Bus reported a sales volume of 1,133 units in November, marking a year-on-year increase of 39.53% [1] - Keming Foods' subsidiary saw a 110.77% year-on-year increase in pig sales revenue in November [2] - Yisheng Co., Ltd. reported a 28.43% decrease in sales revenue from white feather broiler chicks in November, totaling 215 million yuan [2] Major Investments - Cambridge Technology plans to invest 100 million USD in CIG USA to expand high-speed optical module production capacity in North America and Southeast Asia [2] - Zhejiang Rongtai intends to invest approximately 545 million yuan in Thailand for the production of 14,000 tons of mica paper and other products [2] - China Ocean Shipping Company plans to invest 258 million yuan in Shenshan Port Investment Company [2]