证券之星消息，1月27日计算机设备板块较上一交易日下跌1.04%，淳中科技领跌。当日上证指数报收于 4139.9，上涨0.18%。深证成指报收于14329.91，上涨0.09%。计算机设备板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 001339 | 智微智能 | 57.14 | 5.00% | 10.50万 | | 5.85亿 | | 002835 | 同为股份 | 17.84 | 4.39% | 12.46万 | | 2.19亿 | | 300455 | 航天智装 | 29.09 | 3.86% | 33.99万 | | 9.57亿 | | 300042 | 朗科科技 | 34.99 | 3.55% | 1 31.22万 | | 10.77亿 | | 002577 | 富柏科技 | 19.02 | 2.81% | 6.15万 | | 1.17亿 | | 688292 | 浩瀚深度 | 31.28 | 2.19% | 9.77万 | | 3.08亿 | ...

Group 1 - The A-share market saw a strong performance in DeepSeek concept stocks, with notable gains from companies such as Kaipu Cloud, which rose nearly 13%, and Huapei Power, which hit the daily limit with a 10% increase [1][2] - DeepSeek released a new model called DeepSeek-OCR 2, utilizing the innovative DeepEncoder V2 method, allowing AI to dynamically rearrange image components based on their meaning rather than scanning mechanically from left to right [1] - The new model outperformed traditional visual-language models in processing complex layouts, such as documents or charts, demonstrating enhanced intelligence and causal reasoning capabilities in visual understanding [1] Group 2 - Kaipu Cloud's market capitalization reached 18.4 billion, with a year-to-date increase of 39.76% [2] - Huapei Power's market capitalization is 8.186 billion, with a year-to-date increase of 14.27% [2] - Chipong Micro's market capitalization stands at 9.257 billion, with a year-to-date increase of 15.76% [2]

Group 1 - The A-share market saw a strong performance in DeepSeek concept stocks, with notable gains from companies such as Kaipu Cloud, Huapei Power, and Chipeng Micro [1][2] - Kaipu Cloud's stock increased by approximately 12.92%, with a total market capitalization of 18.4 billion [2] - Huapei Power reached a 10% increase, hitting the daily limit, with a market value of 8.186 billion [2] - Chipeng Micro's stock rose over 6%, with a market capitalization of 9.257 billion [2] Group 2 - DeepSeek released a new model called DeepSeek-OCR 2, which utilizes an innovative DeepEncoder V2 method to enhance AI's ability to dynamically rearrange image components based on their meaning [1] - This model outperforms traditional visual-language models in processing complex layouts, such as documents or charts, demonstrating superior intelligent and causal reasoning capabilities [1]

每经AI快讯，智微智能发布公告称，2026年1月21日，智微智能接受华西基金等投资者调研，公司董事 会秘书张新媛、IRD汪伟杰参与接待，并回答了投资者提出的问题。 每经头条（nbdtoutiao）——特朗普强要格陵兰岛，丹麦一养老基金率先清仓美债，美国资产全线下 跌！欧洲手握"金融核按钮"，双方会"鱼死网破"吗？专家解读→ （记者 曾健辉） ...

Core Viewpoint - The company, Zhimi Intelligent, has launched the "Zhiying" product line for robotic brain domain controllers, utilizing NVIDIA Jetson chips to offer a range of AI computing power options from 100 TOPS to 2070 FP4 TFLOPS [1] Group 1: Product Features - The product line includes models such as Orin NX, AGX Orin, and AGX Thor, providing various AI computing capabilities [1] - The products are developed under the automotive quality system IATF 16949, ensuring compliance with customer requirements in terms of heat dissipation, size, weight, signal integrity, and shock resistance [1] - The architecture employs heterogeneous computing, integrating multi-modal perception, deep learning, and generative AI capabilities to support processing of multi-source information including images, language, and tactile data [1]

2、Q：机器人大脑域控制器核心亮点？ A：针对机器人大脑域控制器推出"智擎"系列产品线， 主力采用 NVIDIA Jetson 芯片，推出 Orin NX、AGX Orin 和 AGX Thor 多款控制器产品，提供从 100TOPS 到 2070 FP4 TFLOPS 多种 AI 算力选择，满足不同算力需求的客户。依 托公司车规 IATF16949 质量体系，确保产品从散热、体积、 重量、信号、防震等级达到客户质量要求。 证券代码：001339 证券简称：智微智能 深圳市智微智能科技股份有限公司 投资者活动记录表 结构，完善产品方案。智微智能主营业务覆盖行业终端（如 PC、OPS、云终端等）、ICT 基础设施（服务器、交换机、 网安硬件等）、工业物联网（如机器人控制器、工控主板、 工控机、AI 边缘设备等）及智算四大业务领域，产品布局 广泛，可充分满足 AI 高性能算力、机器人、智慧教育、智 慧办公、智慧金融、工业自动化、智慧医疗等多种 AI 场景 的应用需求。 二、互动交流 1、Q：近期投资的宇叠智能主要业务？ A：宇叠智能以自主研发的柔性传感材料为核心，具备 从材料、硬件到算法的全链条研发能力，是全球首 ...

Core Viewpoint - The collaboration between the company and Deepin Technology is progressing as planned, focusing on high-performance security gateways and customized industry solutions leveraging both parties' strengths in technology and hardware development [1]. Group 1: Collaboration and Development - The company is working with Deepin Technology to develop high-performance security gateways and customized solutions, utilizing Deepin's advantages in next-generation firewalls and zero-trust security architecture [1]. - Both companies are enhancing technical adaptation across product lines such as cloud desktops, edge computing, and AI, optimizing the cloud-edge-end collaborative architecture for efficient computing deployment [1]. Group 2: Research and Standardization - A joint technology laboratory is being established to focus on key industry scenarios in finance, education, office, and healthcare, conducting joint technology research and standardization output [1]. - The collaboration aims to develop customized vertical solutions around the latest AI technologies, assisting enterprise users in rapid deployment and intelligent operation of AI models [1]. Group 3: Market Expansion - The companies are accelerating the implementation of solutions in regional and industry markets through ecosystem building and market collaboration [1].

Core Viewpoint - On January 19, a total of 17 listed companies had their restricted shares unlocked, with a total market value of approximately 8.181 billion yuan [1]. Summary by Category Restricted Share Unlocking - The following companies had restricted shares unlocked: - Vanadium Titanium Co., Ltd. (Stock Code: 000629) - 4.0126 million shares from equity incentive [1] - Guodian NARI Technology Co., Ltd. (Stock Code: 600406) - 11.883 million shares from equity incentive [1] - Huayi Group Co., Ltd. (Stock Code: 600623) - 356,100 shares from equity incentive [1] - Western Securities Co., Ltd. (Stock Code: 002673) - 360 million shares from A-share issuance to original shareholders [1] - Chang Aluminum Co., Ltd. (Stock Code: 002160) - 237 million shares from A-share issuance to legal persons [1] - Hikvision Digital Technology Co., Ltd. (Stock Code: 002415) - 29.2208 million shares from equity incentive [1] - Jieshun Technology Co., Ltd. (Stock Code: 002609) - 258,100 shares from equity incentive [1] - Yaoji Technology Co., Ltd. (Stock Code: 002605) - 975,000 shares from equity incentive [1] - Subote Co., Ltd. (Stock Code: 603916) - 629,000 shares from equity incentive [1] - Yipin Hong Co., Ltd. (Stock Code: 300723) - 150,000 shares from equity incentive [1] - Shandong Fiberglass Group Co., Ltd. (Stock Code: 605006) - 112,200 shares from equity incentive [1] - Keta Bio-Pharmaceutical Co., Ltd. (Stock Code: 300858) - 2.0053 million shares from A-share issuance to legal persons [1] - Xinlei Co., Ltd. (Stock Code: 301317) - 112 million shares from pre-issuance restrictions [1] - Zhiwei Intelligent Co., Ltd. (Stock Code: 001339) - 293,500 shares from equity incentive [1] - Demingli Co., Ltd. (Stock Code: 001309) - 247,500 shares from equity incentive [1] - Jiuzhou Yigui Co., Ltd. (Stock Code: 688485) - 600,000 shares [1] - Yingfang Software Co., Ltd. (Stock Code: 688435) - 36.3174 million shares [1]

证券日报网讯1月9日，智微智能（001339）在互动平台回答投资者提问时表示，公司暂不涉及脑机接口 相关业务。 ...

（文章来源：证券日报） 证券日报网讯 1月9日，智微智能发布公告称，公司近日收到控股股东、实际控制人之一郭旭辉先生出 具的《关于股东减持计划实施完毕的告知函》，获悉其在2025年11月10日至2026年1月9日期间，通过集 中竞价交易方式减持公司股份2，500，000股，通过大宗交易方式减持公司股份5，000，000股，累计减 持公司股份7，500，000股。截至本公告披露日，减持计划已实施完毕。 ...