证券日报网讯2月2日，智微智能（001339）在互动平台回答投资者提问时表示，公司境外客户主要集中 在欧洲及亚太区域。根据2025年半年度报告，公司营业收入中境外业务的占比为8.07%。 ...

Market Overview - The computer equipment sector experienced a decline of 1.04% on January 27, with the leading stock, Chunzhong Technology, falling significantly [1] - The Shanghai Composite Index closed at 4139.9, up 0.18%, while the Shenzhen Component Index closed at 14329.91, up 0.09% [1] Stock Performance - Notable gainers in the computer equipment sector included: - Zhiwei Intelligent (001339) with a closing price of 57.14, up 5.00% and a trading volume of 105,000 shares, totaling 585 million yuan [1] - Tongwei Co. (002835) closed at 17.84, up 4.39% with a trading volume of 124,600 shares, totaling 219 million yuan [1] - Aerospace Intelligent Equipment (300455) closed at 29.09, up 3.86% with a trading volume of 339,900 shares, totaling 957 million yuan [1] - Conversely, significant decliners included: - Chunzhong Technology (603516) closed at 179.64, down 10.00% with a trading volume of 12,700 shares, totaling 228 million yuan [2] - Jinyi Technology (002869) closed at 24.12, down 7.48% with a trading volume of 132,800 shares, totaling 321 million yuan [2] - ST Yingfeit (002528) closed at 2.56, down 4.83% with a trading volume of 37,100 shares, totaling 950,090 yuan [2] Capital Flow - The computer equipment sector saw a net outflow of 2.1 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.513 billion yuan [2] - The capital flow for specific stocks indicated: - Langke Technology (300042) had a net inflow of 67.65 million yuan from institutional investors, but a net outflow of 47.16 million yuan from retail investors [3] - Zhiwei Intelligent (001339) experienced a net inflow of 47.59 million yuan from institutional investors, with retail investors also showing a net outflow of 27.14 million yuan [3] - Aerospace Intelligent Equipment (300455) had a net inflow of 29.92 million yuan from institutional investors, while retail investors showed a net outflow of 2.91 million yuan [3]

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]

Group 1 - The company Zhimi Intelligent announced that it will accept investor research on January 21, 2026, with participation from the board secretary Zhang Xinyuan and IRD Wang Weijie [1] Group 2 - The news highlights a broader context where U.S. assets are experiencing a decline, influenced by geopolitical events such as Trump's interest in Greenland and a Danish pension fund liquidating U.S. debt [1]

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]

Company Overview - Shenzhen Zhimi Intelligent Technology Co., Ltd. is a leading provider of intelligent hardware products and solutions in China, recognized as a national high-tech enterprise and a "specialized, refined, and innovative" small giant enterprise [2][3] - The company focuses on building a robust hardware foundation for industrial digital transformation, promoting intelligent applications across various scenarios [2] Business Scope - Main business areas include industry terminals (e.g., PCs, OPS, cloud terminals), ICT infrastructure (servers, switches, cybersecurity hardware), industrial IoT (robot controllers, industrial motherboards, industrial computers, AI edge devices), and intelligent computing [3] - The product layout meets diverse AI application needs in sectors such as AI high-performance computing, robotics, smart education, smart office, smart finance, industrial automation, and smart healthcare [3] Recent Developments - The company has invested in Yudie Intelligent, which specializes in flexible sensing materials and has developed a full-chain R&D capability from materials to algorithms [4] - Yudie Intelligent is the first globally to commercialize flexible sensing technology for motion capture, with nearly 20 patents and successful product expansion into high-growth areas like remote operation, virtual training, and the metaverse [4] Product Innovations - The "Zhiqing" series of robot brain domain controllers utilizes NVIDIA Jetson chips, offering AI computing options ranging from 100 TOPS to 2070 FP4 TFLOPS to meet various customer needs [5] - The product architecture employs heterogeneous computing to match tasks with the most suitable computing units, ensuring high performance and precision in control [5] Strategic Investments - The company is actively pursuing investment opportunities in the AI and robotics sectors, including a stake in Yudie Intelligent and investments in private equity funds to enhance its capabilities in intelligent controllers and related technologies [6] - Through strategic collaboration with Yudie Intelligent, the company aims to develop comprehensive solutions for robot training and simulation, expanding its presence in the embodied intelligence industry [6]

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]

Group 1 - The company, Zhimi Intelligent (001339), stated that it is currently not involved in brain-computer interface related business [1]