Group 1 - Zhongke Shuguang executed a block trade on December 18, with a transaction volume of 29,300 shares and a transaction amount of 2.6839 million yuan, at a price of 91.60 yuan, representing a premium of 7.92% over the closing price of the day [2][3] - The buyer of the block trade was Yintai Securities Co., Ltd. Suzhou Huashan Road Securities Business Department, while the seller was Guorong Securities Co., Ltd. Dalian Branch [2][3] - In the last three months, Zhongke Shuguang has recorded a total of three block trades, with a cumulative transaction amount of 142 million yuan [2] Group 2 - The latest margin financing balance for Zhongke Shuguang is 9.834 billion yuan, with an increase of 51.6529 million yuan over the past five days, reflecting a growth rate of 0.53% [3] - As of December 18, Zhongke Shuguang's closing price was 84.88 yuan, down 1.28%, with a daily turnover rate of 2.18% and a total transaction amount of 2.728 billion yuan [2] - The stock has seen a net outflow of 302 million yuan in main funds for the day, with a cumulative decline of 5.30% over the past five days and a total net outflow of 2.887 billion yuan [2]

Core Viewpoint - The company is expanding its market strategy from "internal line" core suppliers to "external line" markets, including partnerships with major tech companies for its high-frequency, high-speed copper cable products [1]. Group 1: Market Expansion Strategy - The company has successfully integrated its high-frequency, high-speed copper cable products into the supply chains of renowned server manufacturers such as Dell, HP, Google, Amazon, Microsoft, Oracle, Meta, Inspur, H3C, and Zhongke Shuguang [1]. - The company is actively pursuing the development of the external line market while maintaining steady growth in its internal line business [1]. Group 2: Industry Context - The ongoing surge in computing power and the rapid upgrade cycle of artificial intelligence servers are driving demand for the company's products [1].

【环球网科技报道 记者 李文瑶】12月18日，在昆山举办的光合组织2025人工智能创新大会（HAIC2025）上，中科曙光正式发布并展示了全球领先的大规模 智能计算系统——scaleX万卡超集群，这也是国产万卡级AI集群系统首次以真机形式亮相。 "scaleX万卡超集群，是曙光发挥大型计算机系统研制经验优势，面向万亿参数大模型、科学智能等复杂任务场景打造的大规模智能算力基础设施方案"。中 科曙光高级副总裁李斌表示，面对人工智能基础设施对性能、效率、可靠性、可扩展性等方面的极致需求，scaleX万卡超集群在超节点架构、高速互连网 络、存储性能优化、系统管理调度等方面实现了多项创新突破，部分技术与能力已超越海外同类产品研发路线图的2027年NVL576里程节点。 该超集群具备以下几大核心技术优势： 一是首创单机柜级640卡超节点。scaleX万卡超集群由16个曙光scaleX640超节点通过scaleFabric高速网络互连而成，可实现10240块AI加速卡部署，总算力规 模超5EFlops。作为世界首个单机柜级640卡超节点，scaleX640采用超高密度刀片、浸没相变液冷等技术，将单机柜算力密度提升20倍，P ...

进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为1.42亿元。该股近5个交易日累计 下跌5.30%，主力资金合计净流出27.4亿元。 责任编辑：小浪快报 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 12月18日，中科曙光收跌1.28%，收盘价为84.88元，发生1笔大宗交易，合计成交量2.93万股，成交金 额268.39万元。 第1笔成交价格为91.60元，成交2.93万股，成交金额268.39万元，溢价率为7.92%，买方营业部为银泰证 券有限责任公司苏州华山路证券营业部，卖方营业部为国融证券股份有限公司大连分公司。 ...

Core Insights - A strategic partnership has been established among SenseTime, Daxiao Robotics, and Zhongke Shuguang to advance domestic AI infrastructure and embodied intelligence technologies [1] Group 1: Strategic Collaboration - The collaboration focuses on leveraging SenseTime's multimodal base models and spatial intelligence technology, combined with Daxiao Robotics' expertise in world models, and Zhongke Shuguang's capabilities in domestic computing power and "super node + super cluster" systems [1] - The three parties aim to enhance the efficient training and inference of world models on domestic computing platforms, promoting an integrated ecosystem of "computing infrastructure + world models + embodied intelligence" [1] Group 2: Product Development - Daxiao Robotics, led by co-founder Wang Xiaogang, unveiled the new generation "Kairos 3.0" world model, which supports scene modeling and interactive generation in multi-perspective, long-sequence, and complex dynamic environments [1] - The new model has been deeply adapted to Zhongke Shuguang's scaleX ten-thousand-card super cluster products [1] Group 3: Comprehensive Solutions - The partnership will also focus on creating comprehensive solutions for embodied intelligence technology development aimed at robotics manufacturers, covering key aspects such as model development, computing support, and engineering deployment [1]

Group 1 - A total of 78 stocks in the A-share market experienced block trading today, with a total transaction value of 3.755 billion yuan [1] - The top three stocks by transaction value were Minsheng Bank (2.149 billion yuan), WuXi AppTec (430 million yuan), and Luxin Technology (119 million yuan) [1] - Among the stocks, 8 were traded at par, 3 at a premium, and 67 at a discount; the highest premium rates were for AVIC Optoelectronics (8.04%), Zhongke Shuguang (7.92%), and Haowei Group (2.07%) [1] Group 2 - The top buying amounts from institutional special seats were led by WuXi AppTec (251 million yuan) and Minsheng Bank (108 million yuan) [2] - The top selling amounts from institutional special seats included Jintian Titanium Industry (18.74 million yuan) and Huilong New Materials (9.97 million yuan) [2]

2025年12月18日，在昆山举行的光合组织2025人工智能创新大会（HAIC2025）上，中科曙光发布并展出了全球领先的大规模智能计算系统——scaleX万卡 超集群，这也是国产万卡级AI集群系统首次以真机形式亮相。 作为 "AI计算开放架构"最新重磅成果，scaleX万卡超集群可支持多品牌加速卡以及主流计算生态，并实现400+主流大模型、世界模型等适配优化。在实际应 用中，该超集群可覆盖大模型训练、金融风控、地质能源勘探及科学智能等多元场景。 "AI计算开放架构" 由中科曙光协同20多家AI产业链企业共同推出，以共享若干关键共性技术能力，依托系统工程思维推进智算集群创新。通过scaleX万卡超 集群，AI企业可降低智算集群研发门槛，并从技术"单点突围"走向产业"生态共进"，将开放理念转化为可落地普惠算力。 优势1：全球首创单机柜级640卡超节点。scaleX万卡超集群由16个曙光scaleX640超节点通过scaleFabric高速网络互连而成，可实现10240块AI加速卡部署， 总算力规模超5EFlops。作为世界首个单机柜级640卡超节点，scaleX640采用超高密度刀片、浸没相变液冷等技术，将单机 ...

南方财经12月18日电，据证券时报，在今日的首届光合组织人工智能创新大会（HAIC2025）主论坛 上，商汤科技、大晓机器人与中科曙光正式达成战略合作。三方将围绕国产化人工智能基础设施与具身 智能关键技术方向，依托各自技术与产业优势，协同推动软硬一体的"算力基础设施+世界模型+具身智 能"生态建设，进一步加速AI能力向物理世界延展。 ...

Core Insights - The first AI Innovation Conference (HAIC2025) was held on December 18, where SenseTime, Daxiao Robotics, and Zhongke Shuguang announced a strategic partnership to advance AI infrastructure and embodied intelligence technologies [1] Group 1 - The collaboration focuses on domestic AI infrastructure and key technologies in embodied intelligence, leveraging each company's technological and industrial strengths [1] - The partnership aims to promote the development of a comprehensive ecosystem that integrates computing power infrastructure, world models, and embodied intelligence [1] - This initiative is expected to accelerate the extension of AI capabilities into the physical world [1]

Core Viewpoint - The semiconductor industry is experiencing a significant slowdown in merger and acquisition (M&A) activities, with several high-profile deals being terminated due to valuation discrepancies and regulatory scrutiny [3][4][6]. Group 1: Termination of Mergers - Major asset restructuring plans, such as the merger between Zhongke Shuguang and Haiguang Information, have been called off, reflecting a broader trend in the semiconductor sector [1][3]. - The termination of the merger between Zhongke Shuguang and Haiguang Information was attributed to significant fluctuations in stock prices, with Zhongke Shuguang's stock rising by 61.76% and Haiguang Information's by 61.1% since the merger announcement [3][4]. - Chipone's acquisition of Xilinx was also halted due to unmet key conditions and misalignment of interests between the parties involved [4][5]. Group 2: Market Environment and Valuation Issues - The semiconductor sector is facing challenges related to high valuation expectations from sellers, which has led to failed M&A negotiations [5][9]. - The recent surge in M&A terminations is partly due to the introduction of new policies aimed at supporting acquisitions of high-quality, unprofitable tech companies, which has increased the number of disclosed M&A cases [5][6]. - The fluctuation in market demand and the tightening of regulatory scrutiny on semiconductor M&A activities have made companies more cautious about pursuing high-premium targets [6][9]. Group 3: Strategic Shifts in M&A - Despite the setbacks, companies like Chipone are actively seeking to enhance their technological capabilities through targeted acquisitions, as seen in their move to acquire Zhudian Semiconductor [8][9]. - The focus on strategic acquisitions is underscored by the belief that successful mergers can lead to significant synergies, with industry leaders advocating for a more collaborative approach to M&A [9]. - The semiconductor industry is encouraged to pursue consolidation as a means to strengthen market positions and achieve economies of scale, particularly in the fragmented analog chip sector [9].