格隆汇8月4日丨安凯微(688620.SH)在互动平台表示，AK39系列相关带算力芯片已实现大量出货。 ...

Core Viewpoint - Ankai Micro has officially launched the AK1037 series low-power lock control SoC chip designed specifically for smart locks, featuring a RISC-V core and high integration with low power consumption [2] Group 1: Product Features - The AK1037 series chip integrates core functionalities such as fingerprint recognition acceleration, RFID card recognition, touch buttons, and voice broadcasting, showcasing high integration and low power consumption [2] - The chip demonstrates low power consumption in three key aspects: sleep mode current as low as 2uA, standby mode current optimized to 152uA, and support for low-power BLE broadcasting and connections [3] Group 2: Market Positioning - The launch of the AK1037 series enriches the company's "full-stack" smart lock solution product matrix, consolidating its technological advantages in the relevant niche market [2] - The company aims to enhance market share and customer loyalty by leveraging SoC architecture design and low power consumption technology, while continuing to deepen its layout in the IoT smart hardware sector [2]

Group 1: Microsoft Financial Performance - Microsoft shares opened up 8.2%, briefly surpassing a market capitalization of $4 trillion, making it the second company to achieve this milestone [2] - In Q2, Microsoft's commercial cloud revenue reached $46.7 billion, a 27% year-over-year increase [2] - The intelligent cloud segment generated $29.9 billion in revenue, up 26% year-over-year, with Azure and other cloud services revenue growing 39% when excluding currency effects [2] Group 2: OpenAI Developments - OpenAI's annualized revenue reached $12 billion in the first seven months of 2025, doubling from approximately $4 billion in 2024, and is expected to exceed the previously set target of $12.7 billion [3] - The weekly active users of ChatGPT surpassed 700 million, marking a 40% increase from 500 million in March [3] - OpenAI announced its first AI data center project in Europe, Stargate Norway, with an initial power capacity of 230 MW and plans to expand to 290 MW [4] Group 3: Apple iPhone Pricing - Analysts predict that Apple will increase the prices of the iPhone 17 series by $50 to offset rising component costs and tariffs [5] - All four models in the iPhone 17 series are expected to see a price increase, including the standard iPhone 17, iPhone 17 Air, iPhone 17 Pro, and iPhone 17 Pro Max [5] Group 4: Tesla Robotaxi Service - Tesla expanded its Robotaxi service to the San Francisco Bay Area, covering key cities like Berkeley, Oakland, and Fremont [6] - Unlike the service in Austin, the California Robotaxi service requires human drivers [6] Group 5: Arm's Strategic Shift - Arm announced plans to invest in developing its own chips, marking a significant shift from its traditional IP licensing model [11] - The CEO emphasized the intention to increase investment beyond design to potentially include manufacturing [11] Group 6: ByteDance Employment Data - ByteDance clarified that the median tenure of its employees is 2.9 years, with an average of 3.0 years, countering claims of an average tenure of 7 months [9] Group 7: New Product Launches - DJI launched its first panoramic camera, Osmo 360, priced starting at 2999 yuan, featuring 1-inch panoramic imaging and supporting native 8K video [18] - Ankai Micro announced the release of the AK1037 series low-power SoC chip designed for smart locks, featuring a RISC-V core and various integrated functionalities [12]

Group 1 - The company officially launched the AK1037 series low-power lock control SoC chip designed for smart locks on August 1, 2025, featuring a RISC-V core and integrated functionalities such as fingerprint recognition, RFID card identification, touch buttons, and voice broadcasting [2] - The AK1037 series chip is characterized by high integration and low power consumption, and it can be applied to various terminals including smart access control attendance, home appliance control panels, and charging piles [2] Group 2 - The main configuration of the AK1037 series includes a 32-bit RISC-V CPU operating at 300MHz, 218KB SRAM, and options for 2MB or 4MB Flash memory [3][4] - The chip features built-in IHA fingerprint hardware acceleration, a security engine, and supports various interfaces such as Type A/B RFID and 15-channel touch buttons [5] Group 3 - The power management system includes an integrated BUCK13 efficient buck converter to optimize overall power consumption [6] - The chip supports low power consumption modes, with sleep mode current as low as 2uA and standby mode current optimized to 152uA [7] Group 4 - The launch of the AK1037 series enhances the company's "full-stack" smart lock solution product matrix, consolidating its technological advantages in the niche market, which is expected to increase market share and customer loyalty [9] - The company aims to leverage its SoC architecture design and low-power technology to deepen its presence in the IoT smart hardware sector, developing innovative and competitive chip series products and edge intelligent terminal solutions [9]

Key Points - Tibet Tourism may apply for suspension of trading if significant abnormalities occur in stock transactions [1] - Southern Road Machinery's stock price has deviated from its fundamental situation [1] - Industrial Fulian's major customers and products have not undergone significant changes [1] - Yingweike has established a relatively complete liquid cooling technology and product solution capability [1] - Victory Energy's operational situation remains normal with no significant changes in the internal and external business environment [1] - Qizheng Tibetan Medicine's operational situation is normal with no significant changes in the internal and external business environment [1] - Dongxin Co. states that its investment in Shanghai Lishuan's chip products is not applicable for large model computing clusters [1] - Guosheng Co. has obtained project filing related to PEEK from its wholly-owned subsidiary [1] - Action Education's actual controller proposed a mid-term dividend of 10 yuan per 10 shares [1] Mergers and Acquisitions - Darui Electronics plans to acquire 80% of Weiste's equity through capital increase and share acquisition [1] - Dashengda intends to acquire 30% equity of Thailand's Far East [1] Financing - Aoshikang plans to issue convertible bonds not exceeding 1 billion yuan for high-end printed circuit board projects [1] - Sixuan New Materials intends to raise no more than 466 million yuan through a private placement [1] - Changhua Chemical plans to raise no more than 230 million yuan for a carbon dioxide polyether project [1] Share Buybacks and Reductions - Fuanna plans to repurchase shares worth between 55.85 million and 104 million yuan [1] - Jiangnan Yifan's board member intends to increase his stake in the company [1] - Jieya Co. and its concerted parties plan to reduce their holdings by no more than 4.95% [1] - Other companies including Tongda Co., Haohan Deep, and Wanhu Chemical also plan to reduce their holdings [1] Operational Data - Sinopec expects a net profit decline of 39.5% to 43.7% year-on-year for the first half of the year [1] - Qingdao Bank reported a net profit of 3.065 billion yuan for the first half, up 16.05% year-on-year [1] - Daodaquan's net profit increased by 563.15% year-on-year, proposing a dividend of 1.76 yuan per 10 shares [1] - Zhengdan Co. reported a net profit increase of 120.35% year-on-year, proposing a dividend of 3 yuan per 10 shares [1] - Other companies reported varying profit changes, including losses and significant increases [1] Contracts and Major Investments - Sanhui Electric signed a framework contract for robot equipment sales [1] - Zhejiang University Network New's subsidiary won a smart engineering project worth 94.2712 million yuan [1] - New Aluminum Times plans to invest no less than 500 million yuan in a project for lightweight, high-strength auto parts [1] - Zhishang Technology will use part of its raised funds for a smart manufacturing production base in Vietnam [1]

Core Viewpoint - Ankai Microelectronics has launched the AK1037 series low-power lock control SoC chip designed specifically for smart locks, enhancing its product matrix and market position in the IoT smart hardware sector [1] Group 1: Product Launch - The AK1037 series chip features a built-in RISC-V core and integrates key functionalities such as fingerprint recognition acceleration, RFID card recognition, touch buttons, and voice broadcasting, characterized by high integration and low power consumption [1] - The smart lock system platform based on the AK1037 series chip and the "turnkey" application solution have been completed, with potential applications extending to smart access control, attendance systems, home appliance control panels, and charging piles [1] Group 2: Market Position and Strategy - The launch of the AK1037 series chip enriches the company's "full-stack" smart lock solution product matrix, consolidating its technological advantages in related niche markets, which is beneficial for increasing market share and enhancing customer loyalty [1] - The company plans to leverage its SoC architecture design and low-power technology advantages to deepen its layout in the IoT smart hardware field, developing more innovative and competitive chip series products and edge intelligent terminal solutions [1] Group 3: Market Introduction and Sales - The newly released products are currently in the market introduction phase and have not yet achieved large-scale sales, indicating potential risks in market promotion and customer development progress [2] - The actual sales performance of the new products is influenced by multiple factors, including market promotion effectiveness, industry demand changes, market competition dynamics, and customer procurement strategies, making it difficult for the company to predict the specific impact on future operating performance [2] Group 4: Company Overview - Ankai Microelectronics primarily engages in the research and design of core SoC chips for IoT smart hardware, with products widely applied in smart home, smart security, smart office, and industrial IoT sectors [2] - The company has established seven core technologies, including SoC technology, ISP technology, machine learning technology, audio technology, video technology, communication technology, and system technology, with over 60 types of independently developed chip circuit design IP covering digital logic circuits, RF circuits, analog circuits, and mixed-signal circuits [2]

Group 1 - The company has officially launched the AK1037 series low-power lock control SoC chip designed specifically for smart locks, featuring a RISC-V core and integrated functionalities such as fingerprint recognition, RFID card recognition, touch buttons, and voice broadcasting [1] - The AK1037 series chip enhances the company's "full-stack" smart lock solution product matrix, solidifying its technological advantage in the relevant niche market, which is expected to increase market share and customer loyalty [1] - The company aims to leverage its SoC architecture design and low-power technology advantages to deepen its layout in the IoT smart hardware field, developing more innovative and competitive chip series products and intelligent terminal solutions [1] Group 2 - Key configurations of the AK1037 series include a 32-bit RISC-V CPU operating at 300MHz, 218KB SRAM, and options for 2MB or 4MB Flash memory, along with a retention SRAM suitable for sleep scenarios [2] - The chip features a sleep mode current as low as 2uA and standby mode current optimized to 152uA, indicating significant power efficiency [2] - The product supports various interfaces and peripherals, including Type A/B RFID, 15-channel touch buttons, and an integrated BLE module for mobile connectivity and OTA upgrades [2]

Group 1 - Dazhengda plans to acquire 30% equity in Thailand Far East for a total consideration of 204 million Thai Baht, with an additional capital increase of 670 million Thai Baht post-acquisition [4] - Fuanan intends to repurchase shares worth between 55.85 million to 104 million Yuan for employee stock ownership plans or equity incentive plans, with a maximum repurchase price of 11 Yuan per share [7] - Siquan New Materials plans to raise no more than 466 million Yuan through a private placement, with proceeds allocated to various projects including a heat dissipation product project in Vietnam [10] Group 2 - Zhengdan Co. reported a net profit of 630 million Yuan for the first half of 2025, a year-on-year increase of 120.35%, and proposed a cash dividend of 3 Yuan per 10 shares [11] - Darui Electronics plans to acquire 80% of Weiste's equity through capital increase and share purchase, aiming to enhance its strategic layout in lightweight materials [12] - Shandong Highway intends to participate in a capital increase project for Weihai Bank, with a total investment not exceeding 348 million Yuan [2] Group 3 - Ankai Micro plans to launch the AK1037 series low-power lock control SoC chip designed for smart locks, featuring high integration and low power consumption [3] - Industrial Fulian announced that its main customers and products have not undergone significant changes despite recent stock price fluctuations [5] - Zhishang Technology will invest 180 million Yuan of its excess fundraising into building a smart manufacturing base in Vietnam to expand its product line and capacity [9]

Group 1 - Dazhengda plans to acquire 30% equity in Thailand Far East for a total consideration of 204 million Thai Baht, with an additional capital increase of 670 million Thai Baht [1][3] - Fuanan intends to repurchase shares worth between 55.85 million and 104 million yuan for employee stock ownership plans or equity incentive plans, with a maximum repurchase price of 11 yuan per share [1][6] - Siquan New Materials plans to raise no more than 466 million yuan through a private placement, with proceeds allocated to various projects including a cooling product project in Vietnam [1][8] Group 2 - Zhengdan Co. reported a 120.35% year-on-year increase in net profit for the first half of the year, with a proposed cash dividend of 3 yuan per 10 shares [1][9] - Darui Electronics plans to acquire 80% of Weiste's equity through capital increase and share purchase, aiming to enhance its strategic layout in lightweight materials [1][10] - Shandong Highway intends to participate in a capital increase project for Weihai Bank, with a total investment not exceeding 348 million yuan [2] Group 3 - Ankai Micro plans to launch a low-power lock control SoC chip series designed for smart locks, featuring high integration and low power consumption [3] - Industrial Fulian announced that its main customers and products have not undergone significant changes, despite recent stock price fluctuations [4] - Zhishang Technology will invest 180 million yuan of over-raised funds into a smart manufacturing base in Vietnam to expand its product line and capacity [1][7] Group 4 - Aoxin plans to issue convertible bonds not exceeding 1 billion yuan for high-end printed circuit board projects [1][11] - Dalian Friendship reached a settlement in a lawsuit with its controlling shareholder, with the case being withdrawn from court [1][12]

《科创板日报》7月31日讯 今日科创板晚报主要内容包括：国常会审议通过《关于深入实施"人工智能 +"行动的意见》；国家医保局支持脑机接口等新技术进入临床并收费；特斯拉将Robotaxi服务范围扩大 至加州湾区。 【热点聚焦】 简讯： 国常会审议通过《关于深入实施"人工智能+"行动的意见》 据央视新闻报道，国务院总理李强7月31日主持召开国务院常务会议，会议审议通过《关于深入实施"人 工智能+"行动的意见》。会议指出，当前人工智能技术加速迭代演进，要深入实施"人工智能+"行动， 大力推进人工智能规模化商业化应用，充分发挥我国产业体系完备、市场规模大、应用场景丰富等优 势，推动人工智能在经济社会发展各领域加快普及、深度融合，形成以创新带应用、以应用促创新的良 性循环。政府部门和国有企业要强化示范引领，通过开放场景等支持技术落地。要着力优化人工智能创 新生态，强化算力、算法和数据供给，加大政策支持力度，加强人才队伍建设，构建开源开放生态体 系，为产业发展壮大提供有力支撑。要提升安全能力水平，加快形成动态敏捷、多元协同的人工智能治 理格局。 国家发改委：推动"人工智能+"行动走深走实 推进低空经济高质量发展 国家发展 ...