格隆汇2月12日丨银禧科技(300221.SZ)在投资者互动平台表示，拓竹是公司重要客户之一，但公司为其 提供的产品营业收入占比没达到披露标准。 ...

格隆汇2月12日丨三花智控(002050.SZ)在投资者互动平台表示，目前公司暂无收购法雷奥马勒及电装等 公司的计划。 ...

格隆汇2月12日丨银禧科技(300221.SZ)在投资者互动平台表示，公司主要产品为改性塑料产品，其中公 司3D打印材料含括多种品类，有消费级PLA,PETG等改性打印材料，其中包括高速度打印PLA、 PETG，美学丝绸和彩虹渐变PLA，及功能改性抗静电PLA等材料;此外，也有应用在工业领域的PC、 PA、PPS等材料，包括纤维增强的PC-CF、PA-CF、PA-GF、ABS-CF等材料，功能改性的ABS抗静电， ABS阻燃，PPS增韧等材料。公司目前没有应用在金属材料3d打印上的技术和产品。未来公司将进一步 加大3D打印产品的研发。 ...

格隆汇2月12日丨隆盛科技(300680.SZ)在投资者互动平台表示，公司已完成空间站机械臂核心零部件开 发，目前正有序推进二期产品的迭代研发。 ...

Core Viewpoint - The company has a long-term technological accumulation in the research and development of power electronics and transformers, and has initiated research on solid-state transformers, although it currently does not supply any related products [1]. Group 1 - The company is engaged in the research and development of power electronics and transformers [1]. - The company has started research on solid-state transformers [1]. - There are currently no solid-state transformer products available for supply [1].

Core Viewpoint - Ouma Software (301185.SZ) is focused on the examination and assessment sector, providing comprehensive information technology solutions and services to government departments, industry associations, and enterprises [1] Group 1: Company Overview - The company has accumulated years of technical expertise and industry experience in artificial intelligence, big data, blockchain, and cloud computing [1] - Ouma Software has successfully applied its technological achievements across the entire examination and assessment process, gaining rich project implementation experience [1] Group 2: Business Expansion - The company's technical reserves align well with the core needs of professional assessment in the commercial aerospace sector, satellite data quality control, and operational auditing [1] - Ouma Software plans to actively explore technical exchanges and business collaborations in cutting-edge fields, including commercial aerospace, to convert its technological accumulation into solutions for national strategic emerging industries when the timing is right [1]

Group 1 - The core viewpoint of the article is that Wanrun Co., Ltd. (002643.SZ) has confirmed the applicability of its perovskite photovoltaic materials in both perovskite solar cells and in the perovskite portion of perovskite/silicon (including HJT) tandem solar cells [1] Group 2 - The company is actively engaging with investors through an interactive platform to provide insights into its technological advancements [1] - The perovskite materials developed by the company are positioned to enhance the efficiency of solar energy conversion [1] - The integration of perovskite materials with existing silicon technologies could represent a significant innovation in the solar energy sector [1]

Group 1 - The core viewpoint of the article is that 英特科技 (301399.SZ) has developed a compound evaporative cooling product for data centers, which can be used for heat dissipation on the primary side of data centers [1] - The product is compatible with both traditional air-cooled and liquid-cooled servers, allowing end customers to choose between air cooling, liquid cooling, or a hybrid cooling solution [1]

Core Viewpoint - The integration of AI technology with office scenarios presents a significant opportunity for the industry, aligning with the company's strategic focus on intelligent agent technology, which has been in development for three years [1] Group 1: Company Strategy and Development - The company has established the Rich AIBox integrated platform, which is entering a critical phase of large-scale implementation, aligning with industry trends of "agent collaboration, safety and control, and human-machine collaboration" as reported by Anthropic [1] - The company's methodology outlined in the "Enterprise Service AI White Paper" emphasizes that "the value of enterprise AI = safety compliance × (scenarios + data + models + services)" [1] - The company is committed to "continuous investment and pragmatic implementation" in the field of intelligent office solutions, with a projected 20.13% year-on-year increase in R&D investment for 2024 [1] Group 2: Technological Focus and Product Development - The core focus is on optimizing the "Rich AI full-stack service system," which has developed a technical path of "mainstream large model integration + self-developed AI module deepening" [1] - Key capabilities built on the Rich AIBox platform include low-code control for intelligent agents, multi-agent collaboration, structured supervision, data feedback loops, and a safety compliance foundation [1] - The company has completed the HarmonyOS native adaptation of core office products like RichMail, providing technical support for products with hundreds of millions of users, such as those for China Mobile [1] Group 3: Future Plans and Market Approach - The company plans to continue following the white paper's approach of "entering from high-frequency essential scenarios" to expand multi-terminal scenarios and industry-specific solutions [1] - The goal is to integrate intelligent agent technology into core scenarios such as collaborative office and knowledge management [1] - The company will maintain compliance in operations, focusing on technological R&D and product innovation, with the Rich AIBox platform at the core to continuously convert intelligent agent capabilities into perceivable business value for clients [1]

辟谣丢单英伟达、HBM4量产提速，美光引爆全球半导体市场。 隔夜，美股存储板块强势反弹，美光科技收盘暴涨近10%，公司市值飙升至4618亿美元。 目前夜盘交易拉升涨超4%，这反映出市场对美光未来前景日益增长的信心。 受消息提振，今天亚太市场芯片股也集体走强。 韩股三星电子股价再创新高，K海力士和SK Square纷纷跟涨。 港股天数智芯涨约19%、兆易创新大涨超16%，A股东阳光、环旭电子、石英股份、高新发展、博杰股 份等涨停。 | (4,85 | 名称 | 最新价 | 深跌额 | 流跌幅 V | 总市值 | 年初至今涨跌幅 | | --- | --- | --- | --- | --- | --- | --- | | 09903 | 天数智芯 | 229.800 | +36.800 | 19.07% | 584.42 Z | 58.92% | | 03986 | 兆易创新 | 343,400 | +47.400 | 16.01% | 2407.591Z | 111.98% | | 06082 | 壁例科技 | 35.840 | +2.240 | 6.67% | 874.09 Z | 82.86% | | 0 ...