国芯科技(688262)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

688262 国芯科技

交易中 06-15 09:50:52

{"stockData":{"symbol":"688262","market":"SH","secType":"STK","nameCN":"国芯科技","latestPrice":34.12,"timestamp":1781488252000,"preClose":33.33,"halted":0,"volume":3149622,"delay":0,"changeRate":0.0237,"floatShares":336000000,"shares":336000000,"eps":-0.7978,"marketStatus":"交易中","change":0.79,"latestTime":"06-15 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19:30","pubTimestamp":1781177435,"startTime":"0","endTime":"0","summary":"中邮证券有限责任公司吴文吉,万玮近期对国芯科技进行研究并发布了研究报告《AI铸芯，量子护航》，给予国芯科技买入评级。　　国芯科技　　投资要点　　GPNPU SOC进入流片验证阶段。　　投资建议：　　我们预计公司2026/2027/2028年营收分别为7.7/11.3/16.9亿元，归母净利润分别为0.02/0.5/1.3亿元，维持“买入”评级。最新盈利预测明细如下：该股最近90天内共有1家机构给出评级，增持评级1家。本文数据来源于中邮证券有限责任公司，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026061100033400.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688262","161027"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640528401","title":"国芯科技：自研AI PC芯片进入流片","url":"https://stock-news.laohu8.com/highlight/detail?id=2640528401","media":"半导体投资联盟","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640528401?lang=zh_cn&edition=full","pubTime":"2026-06-04 18:36","pubTimestamp":1780569360,"startTime":"0","endTime":"0","summary":"近日，国芯科技接待东北证券、银华基金等多家机构调研，公司披露与龙擎空天联合攻关的CNN 300 NPU IP落地产业化，依托该内核打造的GPNPU SoC AI PC芯片完成整体设计，正式迈入流片验证阶段，国产AI PC核心芯片再获关键突破。在AI终端国产化浪潮下，当前AI PC主控芯片高度依赖海外厂商，国产自研芯片缺口巨大。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/relnews/cn/2026-06-04/doc-iniafvzr2561303.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0231","688262"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640939077","title":"国芯科技：2025年汽车电子芯片出货量超过1300万颗","url":"https://stock-news.laohu8.com/highlight/detail?id=2640939077","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640939077?lang=zh_cn&edition=full","pubTime":"2026-06-01 15:37","pubTimestamp":1780299455,"startTime":"0","endTime":"0","summary":"证券之星消息，国芯科技06月01日在投资者关系平台上答复投资者关心的问题。公司已在多个业务线上实现规模化出货：在汽车电子领域，公司2025年汽车电子芯片出货量超过1300万颗，截至2025年末累计出货量突破2500万颗；2026年第一季度，汽车电子芯片收入同比增长94.75%。在端侧AI领域，CCR4001S芯片在智能商用空调领域已实现规模出货。公司上述产品均为自主研发。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060100017381.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0231","159813","688262"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640837931","title":"国芯科技：端侧AI芯片CCR4001S已在智能商用空调领域实现规模化应用","url":"https://stock-news.laohu8.com/highlight/detail?id=2640837931","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640837931?lang=zh_cn&edition=full","pubTime":"2026-06-01 15:37","pubTimestamp":1780299453,"startTime":"0","endTime":"0","summary":"证券之星消息，国芯科技06月01日在投资者关系平台上答复投资者关心的问题。在端侧AI领域，公司坚持“RISC-V CPU+AI NPU”技术路线，端侧AI芯片CCR4001S已在智能商用空调领域实现规模化应用，并在光伏拉弧检测、智能传感等场景正在做应用开发。随着应用场景的持续拓展和客户导入的深入推进，端侧AI芯片有望逐步贡献更多收入。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060100017373.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688262","BK0231"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640827931","title":"国芯科技：公司合同负债达9.81亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2640827931","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640827931?lang=zh_cn&edition=full","pubTime":"2026-06-01 15:37","pubTimestamp":1780299443,"startTime":"0","endTime":"0","summary":"证券之星消息，国芯科技06月01日在投资者关系平台上答复投资者关心的问题。截至2026年3月末，公司合同负债达9.81亿元，较2025年末进一步提升，将为公司未来收入转化提供有力支撑。公司将严格按照信息披露相关规定，在定期报告中持续披露合同负债等情况。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060100017367.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688262","BK0231"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2640931844","title":"国芯科技：公司AI定制芯片服务业务在手订单充沛","url":"https://stock-news.laohu8.com/highlight/detail?id=2640931844","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2640931844?lang=zh_cn&edition=full","pubTime":"2026-06-01 15:37","pubTimestamp":1780299439,"startTime":"0","endTime":"0","summary":"证券之星消息，国芯科技(688262)06月01日在投资者关系平台上答复投资者关心的问题。投资者提问：贵公司的芯片定制业务，特别是云侧 AI 或先进计算定制芯片业务的大客户或者主要客户是谁，可以介绍下吗？国芯科技回复：尊敬的投资者，您好！公司AI定制芯片服务业务在手订单充沛，截至2026年3月末，公司合同负债达到9.81亿元，主要来源于云侧AI ASIC芯片和高性能CPU芯片定制服务客户的预付款。关于具体客户名称，因涉及商业秘密，不便披露，敬请谅解。谢谢！本文数据来源于上海证券交易所e互动，仅供参考不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060100017362.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["159813","BK0231","688262"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637905373","title":"每周股票复盘：国芯科技（688262）抗量子金融芯片出货超10万颗","url":"https://stock-news.laohu8.com/highlight/detail?id=2637905373","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637905373?lang=zh_cn&edition=full","pubTime":"2026-05-24 02:36","pubTimestamp":1779561372,"startTime":"0","endTime":"0","summary":"截至2026年5月22日收盘，国芯科技报收于40.45元，较上周的39.2元上涨3.19%。本周，国芯科技5月21日盘中最高价报42.71元。本周关注点来自机构调研要点：抗量子金融POS机芯片CUni360SQ-ZX累计出货量超过10万颗。国芯科技于2026年5月21日召开2025年年度股东会，采用现场与网络投票结合方式，出席股东196人，代表有表决权股份79,110,901股，占公司总表决权比例24.0284%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026052400000632.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0231","688262","159813","159940"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637874935","title":"【私募调研记录】三鑫资产调研国芯科技","url":"https://stock-news.laohu8.com/highlight/detail?id=2637874935","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637874935?lang=zh_cn&edition=full","pubTime":"2026-05-21 08:01","pubTimestamp":1779321681,"startTime":"0","endTime":"0","summary":"根据市场公开信息及5月20日披露的机构调研信息，知名私募三鑫资产近期对1家上市公司进行了调研，相关名单如下：1）国芯科技 调研纪要：公司在AI领域的技术积累包括构建RISC-V CPU + AI NPU +安全的技术底座，实现“芯片+算法+工具链”闭环；产品覆盖端侧AI MCU至GPNPU芯片；推进AI与信息安全融合，集成国密和抗量子算法；开展AI ASIC定制服务，订单充足；发展AI服务器相关芯片组。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://fund.stockstar.com/RB2026052100007517.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["688262","BK0231"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637387493","title":"【私募调研记录】远望角投资调研国芯科技","url":"https://stock-news.laohu8.com/highlight/detail?id=2637387493","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637387493?lang=zh_cn&edition=full","pubTime":"2026-05-21 08:01","pubTimestamp":1779321671,"startTime":"0","endTime":"0","summary":"根据市场公开信息及5月20日披露的机构调研信息，知名私募远望角投资近期对1家上市公司进行了调研，相关名单如下：1）国芯科技 调研纪要：公司在AI领域的技术积累包括构建RISC-V CPU + AI NPU +安全的技术底座，实现“芯片+算法+工具链”闭环；产品覆盖端侧AI MCU至GPNPU芯片；推进AI与信息安全融合，集成国密和抗量子算法；开展AI ASIC定制服务，订单充足；发展AI服务器相关芯片组。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://fund.stockstar.com/RB2026052100007504.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0231","688262"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636061882","title":"每周股票复盘：国芯科技（688262）AI芯片业务增105%订单支撑全年","url":"https://stock-news.laohu8.com/highlight/detail?id=2636061882","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636061882?lang=zh_cn&edition=full","pubTime":"2026-05-17 01:34","pubTimestamp":1778952850,"startTime":"0","endTime":"0","summary":"截至2026年5月15日收盘，国芯科技报收于39.2元，较上周的40.47元下跌3.14%。本周，国芯科技5月11日盘中最高价报41.95元。公司截至2026年一季度末合同负债9.81亿元，主要来自云侧ISIC芯片和高性能CPU芯片定制服务客户的预付款，相关在手订单充沛，为2026年全年收入可持续性提供支撑。公司公告汇总苏州国芯科技股份有限公司将于2026年5月21日召开2025年年度股东会，会议资料包括会议须知、议程及十项议案。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051700000245.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0231","688262"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635733978","title":"国芯科技（688262）披露2025年年度股东会会议资料，5月13日股价上涨2.45%","url":"https://stock-news.laohu8.com/highlight/detail?id=2635733978","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635733978?lang=zh_cn&edition=full","pubTime":"2026-05-13 22:22","pubTimestamp":1778682138,"startTime":"0","endTime":"0","summary":"截至2026年5月13日收盘，国芯科技报收于41.45元，较前一交易日上涨2.45%，最新总市值为139.27亿元。该股当日开盘39.99元，最高41.55元，最低39.33元，成交额达6.15亿元，换手率为4.5%。近日，公司披露《2025年年度股东会会议资料》。公告显示，苏州国芯科技股份有限公司2025年年度股东会会议资料包括会议须知、议程及十项议案。会议于2026年5月21日召开，相关议案已由第三届董事会第八次会议审议通过。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051300045668.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0231","688262"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634528772","title":"5月11日增减持汇总：凯撒旅业等3股披露增持情况，国芯科技等25股拟减持（表）","url":"https://stock-news.laohu8.com/highlight/detail?id=2634528772","media":"新浪证券","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634528772?lang=zh_cn&edition=full","pubTime":"2026-05-11 22:07","pubTimestamp":1778508420,"startTime":"0","endTime":"0","summary":"据统计，5月11日盘后，凯撒旅业（维权）、ST兴化（维权）、中盐化工3家公司披露增持情况，包括国芯科技、传艺科技、亿道信息、协和电子、楚环科技、山东玻纤、诚达药业、银邦股份、喜悦智行、寒锐钴业、和远气体、肯特催化、港迪技术、奥浦迈、键凯科技、中巨芯、中安科、我乐家居（维权）、普门科技、城地香江、南华仪器、南王科技、海川智能、金石亚药、华荣股份在内的25家A股上市公司披露拟减持情况。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/marketresearch/2026-05-11/doc-inhxpxxa2065670.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0085","BK0231","BK0210","688262","000796"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2634028733","title":"国芯科技最新公告：股东产业基金拟减持不超1.37%股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2634028733","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2634028733?lang=zh_cn&edition=full","pubTime":"2026-05-11 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