Hunan Guoke Microelectronics Co., Ltd.
2026 Plan for Issuing Shares to Specific Objects
Analysis Report
July 2026
Hunan Guoke Microelectronics Co., Ltd. (hereinafter referred to as the "Company" or "Guoke Micro") is a company listed on the ChiNext board of the Shenzhen Stock Exchange. To meet the capital needs of the Company's business development, expand its operating scale, and enhance its capital strength and profitability, in accordance with the "Company Law of the People's Republic of China" (hereinafter referred to as the "Company Law"), the "Securities Law of the People's Republic of China" (hereinafter referred to as the "Securities Law"), the "Administrative Measures for the Registration of Issuance of Securities by Listed Companies" (hereinafter referred to as the "Registration Measures"), and other relevant laws, regulations, and normative documents, the Company plans to raise funds by issuing shares to specific objects. This analysis report on the 2026 plan for issuing shares to specific objects has been compiled.
Unless otherwise specified in this report, the terms used herein have the same meanings as in the "Hunan Guoke Microelectronics Co., Ltd. 2026 Plan for Issuing Shares to Specific Objects."
I. Background and Objectives of the Current Issuance of Shares to Specific Objects
(I) Background of the Current Issuance of Shares to Specific Objects
- Strong Support from National Industrial Policy, Favorable Development Environment for the Integrated Circuit Industry
The integrated circuit is a core foundational industry supporting the development of the digital economy and promoting industrial transformation and upgrading, and it is a key area of the national technological innovation strategy. The "Outline of the Fourteenth Five-Year Plan for National Economic and Social Development and the Long-Range Objectives Through 2035" clearly identifies integrated circuits as a key focus area for tackling critical core technologies, promoting the high-end and intelligent development of the industry. Relevant national authorities and departments have successively introduced industrial development action plans, R&D expense super-deductions, and special industry guidance policies to encourage integrated circuit companies to increase investment in core technology R&D, conduct advanced process research, and improve the industrial ecosystem. As a leading domestic integrated circuit design company, the Company's business areas are highly aligned with the national industrial development orientation, possessing a solid policy foundation and development basis.
- Rapid Development of the Artificial Intelligence Industry, Sustained Growth in Market Demand for AI Fusion Chips
Currently, artificial intelligence technology is deeply integrated with various industries. The computing power system is evolving towards a synergistic model of cloud-based training and edge-based inference, and the demand for edge AI computing power is entering a phase of rapid release. With the accelerated intelligent upgrade of downstream application scenarios such as smart vision, intelligent vehicles, and smart consumer terminals, the market demand for edge AI fusion chip products with high computing power, low power consumption, and high integration is continuously expanding, offering broad development space for the industry. The Company has been deeply involved in the integrated circuit design field for many years, and its core business is highly matched with AI edge application scenarios. The strong operating performance in the first quarter of 2026 fully confirms the market prosperity of the downstream sector. This issuance will help the Company seize industry development opportunities, strengthen its technological and product advantages, and enhance its sustained profitability and core competitiveness.