证券日报网讯1月23日，国芯科技在互动平台回答投资者提问时表示，公司高度重视投资者关系管理工 作，始终将合规、透明、高效的信息披露与保障投资者权益视为上市公司应尽的责任。通过业绩说明 会、机构投资者调研、上证E互动平台问答、热线电话交流、股东会交流、电子邮件交流等多种形式， 公司致力于向包括机构投资者、个人投资者在内的全体市场参与者，及时、准确地传递公司的经营进 展、技术市场突破与战略规划。公司管理层将全力深耕公司主营业务，努力提升公司内在价值，为全体 股东创造可持续的回报。 ...

证券日报网讯1月23日，国芯科技在互动平台回答投资者提问时表示，公司股价受宏观经济、行业环 境、市场情绪及公司基本面等多重因素影响。公司管理层始终以提升内在价值为核心，全力推动研发创 新与市场拓展。目前，公司在汽车电子、量子安全、端侧和边缘侧AI等重点方向已取得持续进展。公 司坚信，扎实的产业积累与技术突破是长期价值的基石。公司将继续通过规范信息披露、加强投资者交 流等方式，向市场清晰传递发展逻辑。 ...

证券日报网讯1月23日，国芯科技在互动平台回答投资者提问时表示，抗量子密码芯片AHC001为公司 与参股公司信大壹密合作研发，已基于国产28nm工艺完成投片并内测成功。该芯片采用公司自主可控 CPU内核，集成可重构抗量子密码算法引擎、ECC引擎以及对称密码处理器，典型工作功耗和静态低功 耗可分别低至350mW和0.13mW左右，抗量子密码芯片AHC001可以同时支持抗量子密码算法和传统密 码算法应用，采用AHC001芯片的安全产品或设备可以通过抗量子密码算法和传统密码算法共存方式， 逐步进行抗量子密码算法应用迁移，AHC001芯片具备低功耗、算法可重构、高安全性以及高扩展性特 点，可用于多种应用领域的产品高安全防护，适用于今后对安全要求较高的各种端和边缘侧设备场合。 ...

格隆汇1月23日｜国芯科技(688262.SH)午间收跌5.8%报35.06元，该股昨日盘中曾刷新阶段新高，目前 总市值117.8亿元。消息上，国芯科技昨日晚间公布，预计2025年1-12月增亏，归属于上市公司股东的 净利润为-2.38亿，净利润同比下降31.54%，预计营业收入为5.32亿元。主要原因是2025年1-8月公司定 制量产芯片业务受外部因素变化的影响，生产周期加长造成客户交付推迟和延后，引起全年度定制芯片 业务收入下滑。 ...

Group 1 - Huibo Yuntong plans to acquire 65.47% of Baode Computer System shares through a share issuance and has received acceptance from the Shenzhen Stock Exchange for its application [1] - Mingyang Smart Energy intends to purchase 100% of Dehua Chip's equity through a combination of share issuance and cash payment, with stock resuming trading on January 23, 2026 [2] - Sanhua Intelligent Control's controlling shareholder and board members plan to reduce their holdings by up to 0.2425% of the company's shares [3] Group 2 - Wuchan Jinlun's shareholder plans to reduce holdings by up to 3% of the company's total shares [4] - Chengdu Road and Bridge expects a net loss of 65 million to 97.5 million yuan for 2025, compared to a loss of 92.17 million yuan in the previous year [5] - Guoxin Technology anticipates a net loss of 238 million yuan for 2025, an increase in loss of 56.97 million yuan compared to the previous year [6] Group 3 - Taiankang's subsidiary received approval for a clinical trial of CKBA ointment for treating vitiligo in children aged 2-12 [7] - Boyun New Materials' shareholder plans to reduce holdings by up to 1% of the company's total shares [8] - *ST Shengwu has terminated its major asset restructuring plan and expects a net profit of 28.5 million to 32.5 million yuan for 2025, compared to a loss of 19.84 million yuan in the previous year [9] Group 4 - Junchen Technology's shareholder plans to reduce holdings by up to 2.94% of the company's shares [10] - Haiguang Information's shareholder plans to reduce holdings by up to 0.5% of the company's shares [11] - ST Juewei expects a net loss of 160 million to 220 million yuan for 2025, compared to a profit of 227 million yuan in the previous year [12] Group 5 - Nanjing Bank reported total assets exceeding 3 trillion yuan by the end of 2025, with a revenue of 55.54 billion yuan, up 10.48% year-on-year [13] - Haitan Ruisheng's shareholders plan to reduce holdings by up to 5% of the company's shares [14] - Zhaoyi Innovation expects a net profit of approximately 1.61 billion yuan for 2025, a year-on-year increase of about 46% [15] Group 6 - Xiangrikui is discussing a repayment arrangement for a deposit of 40 million yuan with Shanghai Xipu Technology [16] - Yinglian Co. signed a strategic agreement with LG Chem to develop new polymer materials for lithium battery applications [17] - Yingfang Micro expects a net loss of 69 million to 97 million yuan for 2025, compared to a loss of 61.97 million yuan in the previous year [18] Group 7 - Heshun Electric's shareholders plan to reduce holdings by up to 3.5% of the company's shares [20] - Guanghua Technology expects a net profit of 85 million to 120 million yuan for 2025, reversing a loss of 205 million yuan in the previous year [21] - Ruichuang Weina anticipates a net profit of approximately 1.1 billion yuan for 2025, a year-on-year increase of about 93% [22] Group 8 - Huatu Mountain Ding's shareholder plans to reduce holdings by up to 3% of the company's shares [23] - Yinfeng Storage's subsidiary won two procurement projects with a total value of approximately 1.23 billion yuan [24] - Hengyi Petrochemical plans to repurchase shares worth 500 million to 1 billion yuan for employee stock ownership plans [25] Group 9 - Mengcao Ecology's controlling shareholder plans to reduce holdings by up to 3% of the company's shares [26] - Tefa Service's shareholder plans to reduce holdings by up to 3% of the company's shares [27] - Green Alliance Technology's shareholders plan to reduce holdings by up to 4% of the company's shares [28] Group 10 - Yunyi Electric plans to repurchase shares worth 100 million to 150 million yuan for employee stock ownership plans [29] - Dongpeng Beverage plans to invest 1.1 billion yuan in a new production base in Chengdu [30] - Zhongyuan Co. expects a net profit of 139 million to 158 million yuan for 2025, a year-on-year increase of 80% to 105% [31] Group 11 - Qiangyi Co. expects a net profit of 368 million to 399 million yuan for 2025, a year-on-year increase of 57.87% to 71.17% [32] - Guochuang High-tech anticipates a net profit of 16 million to 24 million yuan for 2025, reversing a loss of 49.1 million yuan in the previous year [33] - Yuandong Bio received a drug registration certificate for a pediatric medication [34] Group 12 - Liya Technology expects a net profit of 300 million to 380 million yuan for 2025, reversing a loss of 889 million yuan in the previous year [35] - Dongfeng Co. anticipates a net loss of 390 million to 480 million yuan for 2025, compared to a profit of 29.16 million yuan in the previous year [36] - Huaming Equipment reported a 15.29% year-on-year increase in net profit for 2025 [37] Group 13 - Botong Integrated expects a net profit of 17.19 million to 25.78 million yuan for 2025, reversing a loss from the previous year [38] - Qingsong Co. anticipates a net profit of 130 million to 165 million yuan for 2025, a year-on-year increase of 137.73% to 201.74% [39] - Ruihua Tai's shareholder plans to reduce holdings by up to 3% of the company's shares [41]

每经AI快讯，AI芯片板块领跌，下跌1.59%。其中，海光信息下跌4.01%，国芯科技下跌2.74%，澜起科 技下跌2.42%。 （文章来源：每日经济新闻） ...

Group 1 - The AI chip sector experienced a decline of 1.59% [1] - Among the companies, Haiguang Information saw a drop of 4.01% [1] - Guoxin Technology decreased by 2.74% [1] - Lanke Technology fell by 2.42% [1]

Group 1 - On January 22, Guoxin Technology's stock rose by 3.42%, with a trading volume of 1.34 billion yuan [1] - The financing data shows that on the same day, Guoxin Technology had a financing purchase amount of 136 million yuan and a financing repayment of 110 million yuan, resulting in a net financing purchase of 26.02 million yuan [1] - As of January 22, the total balance of margin trading for Guoxin Technology was 500 million yuan, with a financing balance of 497 million yuan, accounting for 3.98% of the circulating market value, which is at a high level compared to the past year [1] Group 2 - Guoxin Technology, established on June 25, 2001, is located in Suzhou, Jiangsu Province, and was listed on January 6, 2022 [2] - The company's main business focuses on providing IP licensing, chip customization services, and self-developed chips and modules, primarily in the fields of information security, automotive electronics, and industrial control [2] - As of September 30, Guoxin Technology reported a revenue of 259 million yuan for the first nine months of 2025, a year-on-year decrease of 44.92%, and a net profit attributable to shareholders of -127 million yuan, a slight decrease of 0.03% year-on-year [2] Group 3 - Guoxin Technology has distributed a total of 120 million yuan in dividends since its A-share listing, with 59.99 million yuan distributed over the past three years [3]

Core Viewpoint - The company Guoxin Technology (688262) has disclosed its performance forecast for 2025, expecting a revenue of 532 million yuan, a year-on-year decrease of 7.4%, and a net loss of 238 million yuan, compared to a loss of 181 million yuan in the same period last year [2][6]. Group 1: Revenue and Profit Forecast - The company anticipates a revenue of 532 million yuan for 2025, which represents a decrease of 42.5 million yuan compared to 2024, equating to a 7.4% year-on-year decline [6]. - The expected net loss for 2025 is 238 million yuan, worsening from a loss of 181 million yuan in the previous year [2]. - The expected net profit excluding non-recurring items is a loss of 281 million yuan, compared to a loss of 224 million yuan in the same period last year [2]. Group 2: Business Segment Performance - The company's revenue from its core business segments includes 195 million yuan from information security and innovation, a year-on-year increase of 39.38% [6]. - Revenue from automotive electronic chips and industrial control chips is expected to reach 166 million yuan, reflecting a significant year-on-year growth of 78.65% [6]. - The automotive electronic chip business is projected to ship over 13 million units in 2025, with cumulative shipments exceeding 25 million units by the end of the year, generating an expected revenue of 126 million yuan, up 82.32% year-on-year [6]. - Revenue from artificial intelligence and advanced computing is expected to be 169 million yuan, but this represents a decline of 50.24% year-on-year due to supply chain disruptions [6]. Group 3: Cost and Expense Analysis - Research and development expenses are projected to increase by 13.6 million yuan, a year-on-year growth of 4.22%, primarily due to the implementation of a restricted stock incentive plan [7]. - Management expenses are expected to rise by 13.3 million yuan, a 26.87% increase year-on-year, attributed to depreciation costs of the company's R&D building and the stock incentive plan [7]. - Government subsidies and other income are anticipated to grow by 7.9 million yuan, a 51.59% increase compared to the previous year [7]. - Investment income is expected to decrease by 9.5 million yuan, a 62.50% decline year-on-year [7]. Group 4: Asset Impairment and Valuation Metrics - The company expects a decrease in inventory impairment losses by 17.4 million yuan, a reduction of 80.78% year-on-year [8]. - As of January 22, the company's price-to-earnings ratio (TTM) is approximately -52.64, with a price-to-book ratio (LF) of about 6.07 and a price-to-sales ratio (TTM) of approximately 23.52 [2][8].

Core Viewpoint - Guoxin Technology (688262.SH) anticipates a net loss of 238 million yuan for the year 2025, representing an increase in losses of 56.97 million yuan compared to the previous year [1] Financial Performance - The company expects to achieve an operating revenue of 532 million yuan in 2025, a decrease of 42.52 million yuan or 7.40% compared to 2024 [2] - Due to the revenue decline, gross profit is projected to decrease by 20.17 million yuan, a year-on-year reduction of 14.52% [2] Business Segment Analysis - Revenue from the company's information technology innovation and information security business, including self-developed chips and modules, custom chip services, and IP licensing, is expected to reach 195.39 million yuan, an increase of 39.38% year-on-year [2] - The automotive electronics chip and industrial control chip business is projected to generate revenue of 166.79 million yuan, reflecting a significant growth of 78.65% year-on-year, with expected shipments of over 13 million automotive electronic chips in 2025 [2] - Cumulative shipments of automotive electronic chips are anticipated to exceed 25 million by December 31, 2025, with expected revenue from self-developed automotive electronic chips reaching 126.50 million yuan, an increase of 82.32% year-on-year [2] - Revenue from artificial intelligence and advanced computing business is expected to be 169.50 million yuan, primarily from custom chip services, showing a decline of 50.24% year-on-year due to supply chain disruptions affecting customer deliveries [2] - The supply chain for this business segment is expected to return to normal by the end of August 2025, and the company is actively pursuing developments in this area [2]