Core Viewpoint - The fundamental path for China's information industry lies in establishing a third ecological system independent of X86 and ARM architectures, as stated by the chairman of Loongson Technology, Hu Weiwu [2][4]. Company Development - Loongson Technology focuses on building an independent information technology ecosystem through self-controlled chips, emphasizing self-reliance in research, production, and software ecology [2][5]. - The company transitioned from a research team to an enterprise in 2010, aiming to industrialize its CPU technology after realizing the limitations of its previous MIPS architecture [4][5]. - In 2020, Loongson launched its self-developed instruction set architecture, "LoongArch," and has since developed core operating system modules for various applications [5][8]. Market Strategy - Hu Weiwu emphasizes the importance of achieving a performance threshold for CPU products to compete in the market, advocating for a dual approach of focusing on both policy-driven and open markets from 2022 to 2024 [7][8]. - The company aims to enhance its product competitiveness and has seen significant improvements in product performance and cost-effectiveness, with new products achieving three times the performance of previous generations [8][10]. Future Outlook - The year 2024 is seen as a critical year for Loongson to solidify its ecological construction and transition towards open markets, with a projected revenue growth of 29.64% quarter-on-quarter and 43.91% year-on-year [8][11]. - By 2025 to 2027, the company plans to shift focus from R&D to market sales, aiming to improve product cost-performance ratios and reduce reliance on policy-driven markets [8][11]. Strategic Approach - Loongson maintains a pragmatic yet bold strategy, integrating AI technology into its chip ecosystem while focusing on practical technological breakthroughs [10][11]. - The company aims to establish a third ecological system by 2025, with a vision to achieve a competitive balance with X86 and ARM architectures by 2035 [11].

Group 1 - Longxin Zhongke announced the successful operation of the NJ400 series PLC, based on Longxin processors, at the Xiluodu Hydropower Station, replacing Schneider's Premium series and Siemens' S7-300 series PLCs, marking a significant step towards domestic control system implementation [1][3] - The Xiluodu Hydropower Station has a total installed capacity of 13.86 million kilowatts, making it the largest hydropower station on the Jinsha River, and the cylindrical valve plays a critical role in ensuring the stable operation of the power station [3][4] - The NJ400 series PLC includes a CPU main control unit, communication module, and power module, and is designed to meet the high precision control requirements of the cylindrical valve control system, supporting various communication protocols and customizable functions [3] Group 2 - The successful deployment of Longxin processors in PLCs at Xiluodu, as well as at the Three Gorges and Xiangjiaba hydropower stations, represents a breakthrough in China's key technology for hydropower equipment, enhancing the country's energy security strategy [3][4]

Core Viewpoint - Longxin Zhongke's stock price reached 130.62 yuan as of August 4, 2025, reflecting a slight increase of 0.32 yuan from the previous trading day, with a trading volume of 23,002 hands and a transaction amount of 300 million yuan, indicating a volatility of 1.24% [1] Group 1: Company Overview - Longxin Zhongke specializes in the research, development, sales, and services of processors and supporting chips, with applications in various sectors including e-government, energy, transportation, finance, telecommunications, and education [1] - The company officially launched its next-generation general-purpose processor, Longxin 3C6000, in 2025, which operates independently of any foreign technology licensing and overseas supply chains [1] Group 2: Recent Developments - The NJ400 series PLC, developed by Autotech based on Longxin processors, has been successfully put into operation at the Xiluodu Hydropower Station, replacing the previously used Schneider Premium series and Siemens S7-300 series PLCs, marking a significant step towards the complete localization of core control equipment in the hydropower station's control system [1]

Core Insights - The Science and Technology Innovation Board (STAR Market) has fostered an environment for innovation and entrepreneurship over the past six years, attracting high-level scientific talent and facilitating the transformation of innovative advantages into industrial and national competitive advantages [1][2] Group 1: Talent and Innovation - Over 60% of STAR Market companies have founding teams composed of scientists, engineers, or industry experts, with nearly 40% establishing partnerships with universities and research institutions [1] - A significant number of STAR Market companies are led by individuals with academic backgrounds, including 75 companies with leaders who have experience as university professors or doctoral advisors [2][4] - More than 30% of STAR Market company leaders have overseas study experiences, particularly in the fields of biomedicine and integrated circuits, where this figure rises to 50% [3] Group 2: Industry Collaboration - STAR Market companies have achieved over 1,100 collaborative projects that have led to the industrialization of research outcomes in the past three years [1][6] - Approximately 80% of STAR Market companies engage in industry-academia-research collaborations, with over 70% partnering with 985/211 universities or Chinese Academy of Sciences research institutions [6] - The collaboration has resulted in over 4000 projects, with more than 1300 receiving national or provincial-level funding, and 1100 projects achieving industrialization [6] Group 3: Intellectual Property and R&D - STAR Market companies have collectively generated over 120,000 invention patents, with more than 20,000 new patents filed in 2024 alone [7] - The STAR Market has implemented adaptive equity incentive systems to attract and retain talent, with over 70% of companies utilizing these tools, covering more than 140,000 core business and technical personnel [7] - The total number of R&D personnel in STAR Market companies exceeds 240,000, accounting for nearly 30% of the total workforce [7]

Core Insights - Longxin Zhongke announced that its self-controlled NJ400 series PLC, based on Longxin processors, has been officially put into operation at the Xiluodu Hydropower Station, replacing Schneider's Premium series and Siemens' S7-300 series PLCs [1] Group 1 - The successful implementation of the NJ400 series PLC marks a significant step towards the complete localization of core control equipment for the hydropower station [1] - This development strengthens the technological foundation for the long-term safe and stable operation of the world-class hydropower station [1]

Group 1 - Longxin Zhongke and China Nuclear Engineering have reached a comprehensive strategic cooperation agreement [1] - The collaboration aims to explore the testing and development of trusted computing full-stack products [1] - The partnership is focused on ensuring information security in the nuclear industry [1]

龙芯中科7月30日股价报收131.05元，较前一交易日下跌3.95元，跌幅2.93%。当日开盘价为134.70元， 最高价134.70元，最低价130.45元，成交量为36494手，成交金额达4.83亿元。 龙芯中科主营业务为处理器及配套芯片的研发、销售及服务，主要产品包括龙芯系列CPU及配套芯片。 公司产品主要应用于电子政务、能源、交通、金融、电信、教育等行业领域。 风险提示：股市有风险，投资需谨慎。 据公开信息显示，北工投资于2025年6月3日至7月29日期间，通过集中竞价交易方式减持龙芯中科股份 358.38万股，占公司总股本的0.89%，减持总金额为4.75亿元。减持完成后，北工投资持股比例由6.44% 降至5.55%。 ...

Core Insights - The 2025 World Artificial Intelligence Conference showcased significant advancements in domestic computing power, highlighting the importance of these innovations for accelerating AI applications [1][2] - Industry experts believe that 2023 is a pivotal year for the comprehensive promotion of domestic computing power software and hardware, transitioning from isolated breakthroughs to widespread application [1] Group 1: Domestic Computing Innovations - The Ascend 384 super node, consisting of 16 cabinets, was recognized as a "treasure of the museum" and represents Huawei's major achievement in computing infrastructure, featuring the industry's largest 384-card high-speed bus interconnection [1] - Over 80 large models have been developed based on the Ascend architecture, including applications in various sectors such as finance, healthcare, and transportation [1] Group 2: GPU Developments - Domestic GPU companies showcased impressive products, including the debut of the Xiyun C600 GPU by Muxi, which integrates large-capacity storage and mixed-precision computing, targeting key sectors like finance and government [2] - Moore Threads presented application cases in life sciences and physical simulation, demonstrating the broad application prospects of domestic GPUs in AI infrastructure [2] Group 3: Processor Advancements - The new generation of the Haiguang C86 terminal was launched, covering diverse needs across various industries, marking a breakthrough for domestic computing terminals [3] - The Longxin 3C6000 processor was released, designed to meet multiple computing demands without relying on foreign technologies, emphasizing China's self-reliance in processor development [3] Group 4: Ecosystem Development - The Ministry of Industry and Information Technology highlighted the rapid enhancement of domestic capabilities, with a focus on products based on the self-developed Dragon architecture [4] - The Haiguang ecosystem has over 5,000 partners collaborating on technology development and market expansion, forming a complete closed loop from chips to application services [4]

Summary of Key Points Core Viewpoint - The announcement details the share reduction by a major shareholder of Longxin Zhongke Technology Co., Ltd., indicating a completed share reduction plan and its implications for the company's stock structure [1][4]. Shareholder Holding Situation - Before the reduction plan, Beijing Industrial Development Investment Management Co., Ltd. held 25,825,846 shares, representing 6.44% of the total share capital, all acquired before the company's IPO and released from restrictions on June 26, 2023 [2]. Implementation of Reduction Plan - On May 10, 2025, the company disclosed a plan for the shareholder to reduce holdings through centralized bidding, with a maximum reduction of 3,583,754 shares, accounting for 0.89% of the total share capital. The shareholder successfully reduced this amount through the planned method [3][4]. Results of the Reduction Plan - The reduction plan has been completed as intended, with the actual reduction matching the previously disclosed plan. There were no discrepancies between the planned and actual reductions, and the plan was not terminated early [4][5].

Group 1 - Longxin Zhongke (SH 688047, closing price: 135 yuan) announced on July 29 that it received a notice from Beigong Investment regarding a reduction of approximately 3.58 million shares, accounting for 0.89% of the company's total share capital. The reduction plan has been completed [2] - For the year 2024, Longxin Zhongke's revenue composition is as follows: integrated circuits account for 99.99%, while other businesses account for 0.01% [2]