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！ 1月16日，上市公司禾盛新材（002290）战略投资的核心科技企业——上海熠知电子科技有限公司，在 上海市工商联人工智能专委会主题活动上正式推出第三代 AI CPU TF9000 系列。作为禾盛新材"制造 +芯片+场景"战略布局的关键落子，熠知电子此次发布的新品，是其TF16000、TF7000系列的迭代升级 之作，更标志着在ARM服务器处理器芯片赛道的研发取得重大突破。 这款新一代 AI CPU 性能全面对标英伟达 Grace 系列，依托"异构合封"这一后摩尔时代核心技术实现灵 活定制，相较前代核心性能提升30%、成本下降30%，内存带宽、PCIe 5.0带宽及内存总容量分别提升 200%、100%、300%。作为国内少数实现ARM服务器处理器芯片商业落地的企业，熠知电子凭借禾盛 新材的资本赋能与产业链协同优势，已构建"芯片设计-硬件平台-行业方案"完整生态，此次TF9000系列 的推出，将进一步强化其在高端算力芯片领域的竞争力。 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！ 1月16日，上市公司禾盛新材（ ...

Core Insights - The article highlights the launch of the "Chip-Model Digital Intelligence" ecosystem solutions by Shanghai Yizhi Electronic Technology Co., in collaboration with SenseTime, Caiyue Xingchen, and Biran Technology, focusing on sectors such as healthcare, finance, and smart manufacturing [1] Group 1: Company Developments - Shanghai Yizhi Electronic Technology Co. has made significant strides in integrating AI chip technology with industry applications, marking a key step in the fusion of computing power and industry scenarios [1] - The collaboration with He Sheng New Material (002290) showcases the company's strong foundation in capital operations and industry chain collaboration, emphasizing its leadership position in the AI chip ecosystem [1] Group 2: Industry Trends - The initiative aims to break down industry barriers and promote collaborative innovation in areas such as intelligent diagnosis, risk control, and production line upgrades, injecting new momentum into the deep integration of the digital economy and the real economy [1] - The release of these solutions represents a concentrated presentation of the deep integration of models, chips, data, and intelligence within specific industries [1]

Group 1 - The core viewpoint of the article highlights that He Sheng New Materials (002290) has strategically invested in Yizhi Electronics, which, along with companies like SenseTime, Caiyue Xingchen, and Biran Technology, has launched the first batch of "Chip Model Intelligent" ecological co-construction solutions across various fields such as healthcare, securities, and intelligent manufacturing, promoting the integration of digital and physical realms [1] Group 2 - The solutions aim to empower multiple sectors, indicating a broad application potential and collaboration among leading technology firms [1] - The initiative reflects a growing trend in the industry towards digital transformation and smart solutions, which are increasingly important in today's market [1] - The collaboration among these companies signifies a strategic move to enhance innovation and competitiveness in the technology landscape [1]

人民财讯1月16日电，1月16日下午，禾盛新材战略投资的熠知电子在上海市工商联人工智能专委会主题 活动上正式推出第三代AI CPU TF9000系列。该产品对标英伟达Grace系列CPU，相较前代产品核心性能 提升30%、成本下降30%，内存带宽、PCIe 5.0带宽及内存总容量分别提升200%、100%、300%。 转自：证券时报 ...

1月16日，禾盛新材战略投资的熠知电子在上海市工商联人工智能专委会主题活动上正式推出第三代 AI CPU TF9000 系列。该产品对标英伟达Grace系列，性能、成本优势显著，是ARM服务器芯片研发的重 大突破。 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 1月16日，禾盛新材战略投资的熠知电子在上海市工商联人工智能专委会主题活动上正式推出第三代 AI CPU TF9000 系列。该产品对标英伟达Grace系列，性能、成本优势显著，是ARM服务器芯片研发的重 大突破。 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 责任编辑：常福强 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！ 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：常福强 ...

Core Viewpoint - He Sheng New Materials has strategically invested in Yizhi Electronics, collaborating with companies like SenseTime, Caiyue Xingchen, and Biran Technology to launch the first batch of "Chip Model Intelligence" ecological co-construction solutions, which span multiple fields and empower the integration of digital and physical realms [1][2]. Group 1 - The collaboration focuses on sectors such as healthcare, securities, and intelligent manufacturing [1][2]. - The "Chip Model Intelligence" solutions represent a deep integration of models, chips, data, and intelligence within specific industries, showcasing a closed value loop [1][2].

Market Overview - The home appliance parts sector experienced a decline of 1.41% on January 14, with Sanhua Intelligent Control leading the drop [1] - The Shanghai Composite Index closed at 4126.09, down 0.31%, while the Shenzhen Component Index closed at 14248.6, up 0.56% [1] Stock Performance - He Sheng New Material (002290) saw a significant increase of 10.00%, closing at 59.17 with a trading volume of 121,700 shares and a transaction value of 695 million [1] - Tianyin Electromechanical (300342) rose by 5.00%, closing at 55.70 with a trading volume of 1,123,800 shares and a transaction value of 6.238 billion [1] - Other notable gainers included Haidar (6690ZG) up 3.62%, and United Precision (001268) up 2.92% [1] Capital Flow - The home appliance parts sector saw a net outflow of 3.121 billion from institutional investors, while retail investors contributed a net inflow of 2.231 billion [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors increased their positions [2] Individual Stock Capital Flow - Major stocks like Wuruyao (603311) experienced a net outflow of 22.7199 million from institutional investors, while retail investors showed a net inflow of 28.7446 million [3] - He Sheng New Material (002290) had a net inflow of 18.905 million from institutional investors, but a net outflow of 25.8824 million from retail investors [3] - Other stocks such as United Precision (001268) and Spring Light Technology (603657) also showed varied capital flows, indicating differing investor sentiments across the sector [3]

21财经1月13日电，禾盛新材(002290.SZ)2026年1月13日公告称，公司股东此前的股权协议转让事项已 获深圳证券交易所合规确认。据悉，公司控股股东赵东明及其一致行动人、上海泓垣盛此前拟分别向摩 尔智芯、卢大光转让公司18%、12.73%股份，转让价格均为33.71元/股。此次深交所出具的确认书有效 期为六个月，要求转让双方一次性办理股份过户。 ...

证券代码：002290 证券简称：禾盛新材 公告编号：2026-001 本次交易完成后，上海摩尔智芯信息科技合伙企业（有限合伙）（以下简称 "摩尔智芯"）持有禾盛新材 18.00%的股份，赵东明先生及其一致行动人持有 禾盛新材 34,032,933 股股份（占公司总股本的 13.72%），并放弃禾盛新材 14,886,740 股股份（占公司总股本的 6%）的表决权，公司控股股东变更为摩尔 智芯，实际控制人变更为谢海闻先生。 上海泓垣盛于 2025 年 11 月 20 日与卢大光先生签署了《股份转让协议》， 上海泓垣盛拟通过协议转让的方式将其持有的公司无限售流通股 31,580,646 股，以 33.71 元/股的价格转让给卢大光先生。本次交易完成后，上海泓垣盛不 持有禾盛新材股份，卢大光先生持有禾盛新材 31,580,646 股股份，占公司总股 本比例为 12.73%。 具体内容请详见公司于 2025 年 11 月 22 日、2025 年 12 月 23 日在巨潮资讯 网上披露的《关于公司股东签署股份转让协议暨控制权拟发生变更的提示性公告》 （公告编号：2025-055）、《关于持股 5%以上股东股份协议转让 ...

Market Overview - The home appliance components sector increased by 1.5% compared to the previous trading day, with Tianyin Electromechanical leading the gains [1] - The Shanghai Composite Index closed at 4165.29, up by 1.09%, while the Shenzhen Component Index closed at 14366.91, up by 1.75% [1] Stock Performance - Tianyin Electromechanical (300342) saw a significant rise of 20.00%, closing at 47.16 with a trading volume of 829,500 shares [1] - Weixiang Service (603112) increased by 6.85%, closing at 18.87 with a trading volume of 258,800 shares [1] - Hesheng New Materials (002290) rose by 3.88%, closing at 53.27 with a trading volume of 89,700 shares [1] - Other notable performers include Samsung New Materials (603578) up by 3.34% and Langke Intelligent (300543) up by 2.95% [1] Capital Flow - The home appliance components sector experienced a net outflow of 568 million yuan from institutional investors, while retail investors saw a net inflow of 691 million yuan [2] - The overall capital flow indicates a mixed sentiment, with institutional investors withdrawing funds while retail investors are actively buying [2] Individual Stock Capital Flow - Tianyin Electromechanical had a net inflow of 4.17 million yuan from institutional investors, but a net outflow of 3.11 million yuan from speculative funds [3] - Hesheng New Materials experienced a net inflow of 22.51 million yuan from institutional investors, while retail investors had a net outflow of 32.40 million yuan [3] - Langke Group (603726) saw a net inflow of 21.33 million yuan from institutional investors, with a net outflow of 8.46 million yuan from speculative funds [3]