国民技术2026年中期报告

2 5 7 26 33 35 37 38 40 2016330 H 20263 23H GEM C3 20251 12025630 2026313 20261 12026630 571 825 •8835 H 1617 www.nsingtech.com investors@nsingtech.com10921 6036 300077.SZ2701.HK 1091 33191918 2026(AI)WSTSAI AIAI (MCU)AIMCU AIMCUMCUMCUMCUAI Fabless SoCMCU(BMS) (1)MCU MCU 3DAIAIMCU MCULED(PLC) (2) AIV2XPLC (3)BMS BMSIPCBMSBMS (4) 3C (1) (2) (3) AIMCU AI3DAIMCU AI 2026AIAIAI3+1AIAIMCUAISoCMCUAIAI AIAIMCUAI (i) MCUBMSMCU (ii) AISoCMCUAIMCU MCUAI (iii)AI AIAIAI (iv)AI AI3+1 NS AI-FAE AIMCUSoC (v) (vi) 37.63.7 43.4%906.138.1%50.5% (i)(ii)(iii)SoC 631.943.4%906.1AI 311.738.1%430.4 290.850.5%437.7 29.429.3%38.0 (i)(ii)(iii)(iv)(v) 497.045.6%723.8 134.9182.221.3%20.1% (i)(ii)(iii)18.613.2%16.2 13.43.4 (i)(ii)(iii)(iv)(v)(vi) 21.330.3%27.7 (i)(ii)(iii)(iv)(v)(vi)(vii) 48.74.1%46.7 (i)(ii)(iii)(iv)(v) 81.314.3%93.0 (i)(ii) 40.38.1%37.0 5.50.7 (i)(ii)(iii)(iv)(v)202512311,237.920266301,203.0 202512312026630204.4 (i)(ii)(iii)(iv)202512 31249.72026630266.1 (i)(ii)(iii)(iv)20251231624.22026630607.6 20251231344.52026630494.4 20251231123.42026630110.4 (i)(ii)(iii)(iv)20251231152.82026630445.2 2025123170.72026630105.4 (i)(ii)20251231847.62026630722.3 2026630980.7463.5 273.43.0(i)87.1(ii)363.5404.3 202512310.920266301.4202512 310.620266301.1 (i)(ii)(iii) 20251231160.7%202663071.5% 202663020251231 20266301,118.1202512311,231.9 2026630170.5 58.854.8 17.2%13.7% (i) (ii) (iii) 2026630C.2.1 C.2.12005 C.2.1 C.1.8(a)(b) 2026630 202513.51(2)(a)(e)(g) 2026630 2026630 2026630 20266301,1581,133130.12025630126.5 945.3832.8 2026630 2026630XVXV78352 2026630XV78352 2026630XV2310% (1)LS(2)7,150,800HCSI Global Markets Holdings LimitedCSI Global Markets Holdings Limited 2026630XV2310% 20266302025630 3.21 2026630 20266 30 2026630 2026630 2026630 1. 2000320200963202599NSING TECHNOLOGIES INC.A2010430300077H202632327011091 2. 3420251231 2025123120261231 9797 11 2. 3. 3. 10% 6. 7. 10. 202520266302026630 11. 2025202663020252026630 12. 202663016,788,000202563022,370,000 13. 20266 3037,129,00020256 3028,401,000 14. 15. 16 17. 18. 18. 20266301,181,152,0002025630558,288,000781,550,0002025630430,846,000 19. H202632310.89.5295,000,00011,0269046783795 20. 21. ••• 21. 21. 22. 20266304,903,00020256304,028,0004,903,00020256304,028,000 20266 3047,000,00020256 3054,735,000 23. 202663020251231 24.