Jin Rong Jie
Search documents
靠国产GPU潜力股“掘金”,超讯通信成背后大赢家?
Jin Rong Jie· 2025-10-13 07:18
2025年,A股市场持续向硬科技、高成长企业敞开怀抱。一批估值超百亿的"独角兽"企业正加速冲击IPO。 2025 年 9 月 22 日,随着国产 GPU 龙头企业沐曦股份科创板 IPO 进入第二轮问询的消息公布,与其深度绑定的超讯通信 (603322.SH)股价应声涨停。 从特定行业总代理到合资建厂,从业绩扭亏为盈到市值飙升,这家深耕通信领域二十余年的企业,正通过绑定国产 GPU 潜力股完成 转型。 超讯通信官网显示,2023年,超讯通信成为沐曦股份的"特定行业全国总代理",正式吹响算力转型号角。借此,超讯通信率先获得 了拿卡权和批量交付能力,负责政务、金融等核心领域的产品销售与交付。 2025 年上半年,这一合作迎来爆发期。超讯通信完成向中特新联、深圳星航智算等签约大客户的批量交付,沐曦 GPU 芯片成为其算 力业务的核心支撑。 2025 年 2 月,超讯通信更是接连斩获两笔重磅订单:与中特新联科技签订 8.5 亿元合同,与深圳星航智算达成 6.38 亿元合作,采购 内容均包含基于沐曦曦云 C500 芯片的训推一体服务器及配套平台,两份订单总额达 14.88 亿元。 资本层面的绑定则进一步巩固了合作根基。不 ...
上海银行2025年敬老月活动正式启动—— 上银养老“惠”相伴・美好生活“益”起行
Jin Rong Jie· 2025-10-13 06:26
Core Viewpoint - Shanghai Bank aims to become the most distinctive and best-experienced financial institution for people's livelihood, focusing on public welfare and community elderly care, enhancing service content and frequency through deep engagement and innovative services [1] Group 1: Event Overview - The "Respect for the Elderly Month" activities launched on October 10, 2023, at Wanping Theatre, themed "Shanghai Bank Elderly Care 'Benefits' Together, Beautiful Life 'Together'" [1] - The activities will run until October 31, 2023, targeting the actual needs of elderly citizens in Shanghai [2] Group 2: Thematic Activities - Four thematic activity areas include "Enjoy Consumption," "Warmth of Chongyang," "Smart Living," and "Vibrant Silver Age," providing comprehensive services for the elderly [2] - "Enjoy Consumption" offers discounts and benefits across six scenarios: housing, food, travel, entertainment, transportation, and health, including mobile payment tools [2] - "Warmth of Chongyang" features community performances and health services for the elderly, including home visits for high-risk groups [2] - "Smart Living" focuses on teaching elderly individuals to use smartphones and mobile payments, along with ongoing fraud prevention education [2][3] Group 3: Community Engagement - The "Vibrant Silver Age" initiative includes the annual "Golden Elm Award - Chongyang Song Festival," promoting a healthy and active lifestyle among the elderly [3] - The event featured a lively atmosphere with a themed market and traditional opera performances, enhancing community engagement [4] Group 4: Partnerships and Support - The event received strong support from various organizations, including China UnionPay and Shanghai Yue Opera, offering special services like discounted community dining and elderly assistance programs [7] - Additional activities around the Chongyang Festival will include initiatives to promote filial piety and community engagement through photo collections and messaging activities [7] Group 5: Financial Services Focus - Shanghai Bank has been a pioneer in pension services since 1998 and has positioned itself as a "Pension Financial Service Expert," serving nearly 6 million elderly clients [8] - The "Respect for the Elderly Month" activities reflect the bank's commitment to public welfare and the deepening of its professional services in elderly care [8]
万润科技:将结合发展战略,积极参与控股股东在光电子、汽车等新兴产业布局
Jin Rong Jie· 2025-10-13 03:58
Core Viewpoint - The company acknowledges the potential impact of its major shareholder's investment in Wuhan Xinxin Integrated Circuit Co., Ltd. on collaborative efforts, emphasizing a commitment to leverage its capital platform for strategic development and enhance core competitiveness [1] Group 1 - The company is actively participating in the strategic layout of its major shareholder in emerging industries such as optoelectronics and automotive [1] - The company aims to deepen collaborative efforts with its major shareholder to achieve high-quality development [1] - The company encourages investors to refer to official business department information regarding the major shareholder's external investment situation [1]
均胜汽车取得一种安全带卷收器及预张紧组件专利
Jin Rong Jie· 2025-10-13 02:47
国家知识产权局信息显示,宁波均胜汽车安全系统有限公司取得一项名为"一种安全带卷收器及预张紧 组件"的专利,授权公告号CN 118597046 B,申请日期为2024年06月。 天眼查资料显示,宁波均胜汽车安全系统有限公司,成立于2017年,位于宁波市,是一家以从事汽车制 造业为主的企业。企业注册资本129575.360436万人民币。通过天眼查大数据分析,宁波均胜汽车安全 系统有限公司共对外投资了6家企业,参与招投标项目5次,专利信息202条,此外企业还拥有行政许可3 个。 声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 ...
长城汽车取得热管理系统和车辆相关专利
Jin Rong Jie· 2025-10-13 02:18
声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 天眼查资料显示,长城汽车股份有限公司,成立于2001年,位于保定市,是一家以从事汽车制造业为主 的企业。企业注册资本855894.5933万人民币。通过天眼查大数据分析,长城汽车股份有限公司共对外 投资了74家企业,参与招投标项目2668次,财产线索方面有商标信息5000条,专利信息5000条,此外企 业还拥有行政许可640个。 国家知识产权局信息显示,长城汽车股份有限公司取得一项名为"热管理系统和车辆"的专利,授权公告 号 CN 119408375 B,申请日期为 2024年12月。 ...
中通客车取得一种纯电动客车空气源热泵系统及其控制方法专利
Jin Rong Jie· 2025-10-13 02:16
Core Viewpoint - Zhongtong Bus Holding Company has obtained a patent for a "pure electric bus air source heat pump system and its control method," indicating its focus on innovation in electric vehicle technology [1] Company Overview - Zhongtong Bus Holding Company was established in 1994 and is located in Liaocheng, primarily engaged in the automotive manufacturing industry [1] - The company has a registered capital of 5,929.03936 million RMB [1] Investment and Business Activities - Zhongtong Bus has invested in 19 enterprises and participated in 2,575 bidding projects [1] - The company holds 132 trademark registrations and 988 patent records, along with 124 administrative licenses [1]
安培龙取得一种新能源汽车热管理系统及温度传感器专利
Jin Rong Jie· 2025-10-13 02:16
Group 1 - Shenzhen Anpeilong Technology Co., Ltd. has obtained a patent for a "New Energy Vehicle Thermal Management System and Temperature Sensor," with authorization announcement number CN 119953134 B, and the application date is March 2025 [1] - The company was established in 2004 and is located in Shenzhen, primarily engaged in the manufacturing of computers, communications, and other electronic devices [1] - The registered capital of Shenzhen Anpeilong Technology Co., Ltd. is 98.401985 million RMB [1] Group 2 - According to Tianyancha data analysis, the company has invested in 9 enterprises and participated in 25 bidding projects [1] - The company holds 7 trademark information records and 109 patent information records, along with 49 administrative licenses [1]
长安汽车申请一种硅碳负极浆料相关专利,解决浆料分散性差等缺陷
Jin Rong Jie· 2025-10-13 01:28
Core Viewpoint - Chongqing Changan Automobile Co., Ltd. has applied for a patent related to a silicon-carbon anode slurry, preparation method, anode sheet, and battery, indicating a focus on innovation in battery technology [1] Company Overview - Chongqing Changan Automobile Co., Ltd. was established in 1996 and is primarily engaged in the automotive manufacturing industry [1] - The company has a registered capital of 992,179.9422 thousand RMB [1] - It has invested in 119 enterprises and participated in 5,000 bidding projects [1] - The company holds 3,129 trademark records and 5,000 patent records, along with 1,052 administrative licenses [1] Patent Details - The patent application, published as CN 120749125 A, was filed on August 2025 [1] - The patent involves a process that includes mixing sodium carboxymethyl cellulose, polyacrylic acid, and water to create a mixed gel, followed by the addition of a conductive agent and other materials to produce a silicon-carbon anode slurry [1]
一汽解放取得加工装置专利
Jin Rong Jie· 2025-10-13 00:56
国家知识产权局信息显示,一汽解放汽车有限公司取得一项名为"加工装置"的专利,授权公告号CN 119347384 B,申请日期为2024年12月。 声明:市场有风险,投资需谨慎。本文为AI基于第三方数据生成,仅供参考,不构成个人投资建议。 天眼查资料显示,一汽解放汽车有限公司,成立于2002年,位于长春市,是一家以从事汽车制造业为主 的企业。企业注册资本1080301.25万人民币。通过天眼查大数据分析,一汽解放汽车有限公司共对外投 资了23家企业,参与招投标项目5000次,财产线索方面有商标信息272条,专利信息5000条,此外企业 还拥有行政许可190个。 ...
聚飞光电:LED产品广泛应用于背光及显示等领域,涵盖消费电子终端、新能源汽车、VR、机器人等
Jin Rong Jie· 2025-10-11 10:08
Core Viewpoint - The company, Jufei Optoelectronics, is actively involved in the consumer electronics sector and has a broad application of its LED products across various fields, including AI glasses, although specific details on AI glasses were not provided [1] Group 1 - The company has a wide range of LED products that are utilized in backlighting and display applications [1] - Applications of the company's products extend beyond consumer electronics to include new energy vehicles, VR, and robotics [1] - For detailed information regarding the company's products, stakeholders are encouraged to refer to the regular reports [1]