| 交易日期 | 证券简称 | 证券代码 | | 成交价(元) 成交金额(万元) | 成交量(*) 买入营业部 | | 类出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-01-30 | 龙芯中科 | 688047 | 165.62 | 5796.7 | 35 | 机构专用 | 1 20 3 11 | KA | | 2026-01-30 | 龙芯中科 | 688047 | 153.91 | 6157.94 | 40.01 | 机构专用 | | 종 | | 2026-01-30 | 龙芯中科 | 688047 | 153.91 | 2770.38 | 18 | 机构专用 | 2018 2011 | 잡 | | 2026-01-30 | 龙芯中科 | 688047 | 153.91 | 692.6 | 4.5 | 有一次信息公司的 | 公司主要要的目标 | KA | | 2026-01-30 | 龙芯中科 | 688047 | 153.91 | 461.73 | 3 | | | 잘 | | 2026-01-3 ...

Core Insights - The article highlights the achievements of ten distinguished entrepreneurs who have significantly contributed to China's economic landscape, showcasing their courage, vision, and resilience in various industries [2][33]. Group 1: Industrial Leadership - Chen Jinghe, founder of Zijin Mining, transformed the company from a small local enterprise into a global mining giant by overcoming technical challenges and establishing an international strategy [5][37]. - Ma Changhai, chairman of Weichai Power, led the company through a comprehensive reform process, focusing on mastering core technologies and achieving breakthroughs in heavy-duty engines and hydraulic systems [7][40]. - Both Chen and Ma's stories symbolize China's industrial evolution from scale chasing to technological and value chain leadership [8][40]. Group 2: Manufacturing Excellence - Cold Friend, chairman of Feihe Dairy, adopted a long-term strategy to ensure the safety and quality of infant formula, establishing a complete supply chain from pasture to product [9][43]. - Wu Xiangdong, chairman of Guizhou Zhenjiu, transitioned from brand management to controlling core production capacities through strategic acquisitions, enhancing the cultural value of Chinese liquor [11][45]. - Ma Yin, founder of Anaya, created a unique cultural and tourism destination that emphasizes the integration of business and humanity, setting a new value benchmark in the real estate sector [14][47]. Group 3: Technological Innovation - Peng Jun, chairman of Pony.ai, is pioneering the field of autonomous driving, addressing complex challenges in algorithms and hardware to redefine future transportation [19][53]. - Zhao Deli, founder of XPeng, is working on flying cars, tackling significant technical and regulatory challenges to establish a new industry in low-altitude economy [22][56]. - Liu Debing, chairman of Zhipu AI, is focused on developing AI infrastructure with independent intellectual property rights, marking a significant step in China's AI industry [23][60]. - Han Bicheng, founder of Strong Brain Technology, is innovating in brain-computer interfaces, contributing to advancements in life sciences and assistive technologies [25][58]. Group 4: Social Responsibility and Vision - Lu Mai, former vice chairman of the China Development Research Foundation, emphasizes the importance of early childhood development in rural areas, advocating for immediate action to support children's growth [16][50]. - The article underscores the entrepreneurial spirit as a driving force behind China's transition from manufacturing to value creation, highlighting the importance of social responsibility and cultural heritage in business [18][52].

专题：为中国经济点赞——企业家之夜2025盛典 "为中国经济点赞——企业家之夜"于1月29日在北京举行。"中国芯基建"企业代表出席并接受致敬。中 国经济传媒协会会长赵健、第一财经总编辑杨宇东见证荣誉。 出席企业家之夜的大模型公司代表来自：寒武纪、昆仑芯、龙芯中科、摩尔线程、清微智能、曦望 Sunrise、芯驰半导体。 致敬词： 这是一支推动科技发展的攻坚力量。他们以方寸芯片筑就算力基石，以坚韧不拔之志，铸就我国数字智 能产业高质量发展道路，成为AI产业化、智能化的核心引擎。他们以"敢"的精神，将汗水挥洒在科研一 线，靠"毅"的支撑，度过未知低潮，凭"闯"的干劲，突破一道道关卡边界。千帆过尽，他们终将抵达梦 的彼岸。 赵健强调，AI芯片是现代科技与数字经济的核心基石。我国芯片半导体行业2025年构建了自主可控的 算力底座，支撑了人工智能、高性能计算、汽车电子等新兴领域的快速发展，成为驱动经济转型升级与 高质量发展的关键引擎。今天，7家企业作为AI芯片基座企业群体的杰出代表，自豪地站在了这个舞台 上。 赵健介绍，AI芯片基座企业以年轻化团队、专业化技术、国产替代使命、持续创新投入为核心竞争 力，通过架构创新、生态 ...

专题：为中国经济点赞——企业家之夜2025盛典 "为中国经济点赞——企业家之夜"于1月29日在北京举行。"中国芯基建"企业代表出席并接受致敬。中 国经济传媒协会会长赵健、第一财经总编辑杨宇东见证荣誉。 出席企业家之夜的大模型公司代表来自：寒武纪、昆仑芯、龙芯中科、摩尔线程、清微智能、曦望 Sunrise、芯驰半导体。 致敬词： 这是一支推动科技发展的攻坚力量。他们以方寸芯片筑就算力基石，以坚韧不拔之志，铸就我国数字智 能产业高质量发展道路，成为AI产业化、智能化的核心引擎。他们以"敢"的精神，将汗水挥洒在科研一 线，靠"毅"的支撑，度过未知低潮，凭"闯"的干劲，突破一道道关卡边界。千帆过尽，他们终将抵达梦 的彼岸。 赵健表示，少年强则国强，作为一个老记者，他很高兴与来自中国AI芯片基座企业的年轻代表们一 起，分享芯片半导体行业在中国经济发展中的特殊贡献与企业荣誉。 赵健强调，AI芯片是现代科技与数字经济的核心基石。我国芯片半导体行业2025年构建了自主可控的 算力底座，支撑了人工智能、高性能计算、汽车电子等新兴领域的快速发展，成为驱动经济转型升级与 高质量发展的关键引擎。今天，7家企业作为AI芯片基座企业群体 ...

Core Viewpoint - The event "China Economic Praise - Entrepreneur Night" held on January 29 in Beijing recognized representatives from the "China Chip Infrastructure" sector, highlighting the importance of AI chips in driving China's economic transformation and high-quality development [1][5]. Group 1: Event Overview - The "China Economic Praise - Entrepreneur Night" took place in Beijing, honoring representatives from AI chip companies [1][5]. - Key figures present included Zhao Jian, President of the China Economic Media Association, and Yang Yudong, Editor-in-Chief of Yicai [1][5]. Group 2: Significance of AI Chips - AI chips are described as the core foundation of modern technology and the digital economy, essential for supporting rapid development in artificial intelligence, high-performance computing, and automotive electronics [2][3]. - The Chinese semiconductor industry aims to establish a self-controlled computing foundation by 2025, which is crucial for driving economic transformation and high-quality development [2][3][8]. Group 3: Characteristics of AI Chip Companies - AI chip companies are characterized by youthful teams, specialized technology, a mission for domestic substitution, and continuous innovation investment [2][3]. - These companies are rapidly emerging through architectural innovation, ecosystem building, and practical application, supported by policies and capital [2][3].

Core Insights - The number of active Agents is projected to surge from 28.6 million in 2025 to 2.216 billion by 2030, with a compound annual growth rate (CAGR) of 139% [1] - The total number of tasks executed annually is expected to explode from 44 billion in 2025 to 415 trillion by 2030, reflecting a CAGR of 524% [1] - The estimated annual Token consumption will increase dramatically from 0.0005 P in 2025 to 152,667 P by 2030, indicating a staggering CAGR of 3,418% [1] Group 1: Agent Development Trends - The trend is shifting from single LLMs to Agents, significantly boosting the demand for parallel processing [1] - Domestic and international models are accelerating Agent development, with notable advancements such as Kimi's new open-source model K2.5 and Anthropic's Claude in Excel plugin [1][2] - Agents enhance single LLMs by incorporating decision orchestration, enabling them to autonomously plan tasks and utilize external tools, thus addressing limitations in context awareness and real-time information retrieval [2] Group 2: Multi-Agent Systems (MAS) - Multi-Agent Systems are emerging as a new form of Agents, exemplified by Kimi K2.5, which can manage 100 sub-agents and execute 1,500 tool calls in parallel, reducing execution time by up to 4.5 times compared to single agents [2] Group 3: CPU as a Critical Support - CPUs are crucial for Agent performance, affecting latency, throughput, and power consumption, with CPU processing accounting for up to 90.6% of total latency [3] - In Agent operations, CPUs handle tasks that GPUs cannot, such as executing external tools and system-level task orchestration, thus becoming essential for efficient resource allocation [3] Group 4: Investment Recommendations - As the demand for Agents grows, CPUs are expected to become a key performance bottleneck, leading to increased demand for core supply chain companies such as Haiguang Information, Longxin Zhongke, Guanghe Technology, Tongfu Microelectronics, and Lanke Technology [4]

证 券 研 究 报 告 计算机行业重大事项点评 CPU：供需格局优化，国产龙头或迎价值重估机遇 事项： 行业研究 计算机 2026 年 01 月 29 日 推荐（维持） 华创证券研究所 证券分析师：吴鸣远 邮箱：wumingyuan@hcyjs.com 执业编号：S0360523040001 近期 KeyBanc 数据显示，受超大规模云服务商集中采购影响，英特尔与 AMD2026 年服务器 CPU 产能已基本售罄。为应对供需失衡，两家公司计划将 服务器 CPU 价格上调 10%-15%。 行业基本数据 评论： | | | 占比% | | --- | --- | --- | | 股票家数(只) | 337 | 0.04 | | 总市值(亿元) | 64,097.52 | 4.97 | | 流通市值(亿元) | 57,930.71 | 5.58 | 计算机行业重大事项点评 计算机组团队介绍 首席分析师、组长：吴鸣远 相对指数表现 | % | 1M | 6M | 12M | | --- | --- | --- | --- | | 绝对表现 | 10.8% | 20.3% | 41.3% | | 相对表现 | 9.5 ...

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！ 责任编辑：小浪快报 1月27日，龙芯中科收涨2.20%，收盘价为181.72元，发生1笔大宗交易，合计成交量35万股，成交金额 6296.5万元。 第1笔成交价格为179.90元，成交35.00万股，成交金额6,296.50万元，溢价率为-1.00%，买方营业部为机 构专用，卖方营业部为中信证券股份有限公司北京望京证券营业部。 进一步统计，近3个月内该股累计发生17笔大宗交易，合计成交金额为4.17亿元。该股近5个交易日累计 上涨22.70%，主力资金合计净流入1.36亿元。 ...

Group 1 - On January 26, Longxin Zhongke's stock fell by 7.88%, with a trading volume of 3.32 billion yuan [1] - The financing data for Longxin Zhongke on the same day showed a financing purchase amount of 413 million yuan and a financing repayment of 404 million yuan, resulting in a net financing purchase of 8.97 million yuan [1] - As of January 26, the total margin balance for Longxin Zhongke was 1.344 billion yuan, with the financing balance accounting for 1.88% of the circulating market value, indicating a high level compared to the past year [1] Group 2 - As of September 30, Longxin Zhongke had 28,200 shareholders, an increase of 25.97% from the previous period, while the average circulating shares per person decreased by 20.62% to 14,203 shares [2] - For the period from January to September 2025, Longxin Zhongke reported an operating income of 351 million yuan, a year-on-year increase of 13.94%, but a net profit attributable to the parent company of -394 million yuan, a decrease of 14.89% year-on-year [2] - Among the top ten circulating shareholders as of September 30, 2025, Hong Kong Central Clearing Limited was the tenth largest shareholder with 6.2578 million shares, marking its entry as a new shareholder [2]

证券日报网讯1月26日，安控科技（300370）在互动平台回答投资者提问时表示，公司与龙芯中科的合 作目前不涉及排他性安排，双方基于各自优势协同推进。在工控领域，龙芯主要提供国产化CPU/平台 及生态支持，公司侧重于PLC、RTU等工控产品的系统架构、工程化设计、行业适配、可靠性验证与项 目交付，合作以技术适配与产品化落地为主，推动国产化自主可控/信创替代在行业场景中的应用。 ...