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瞄准AI芯片,*ST仁东拟1亿元入股江原科技
Ju Chao Zi Xun· 2025-09-26 14:08
9月24日晚间,*ST仁东(002647)发布公告称,将通过增加注册资本的方式投资深圳江原科技有限公司 (以下简称"江原科技"),投资金额为1亿元。本次增资完成后,*ST仁东将持有江原科技4.1427%的股 权。 *ST仁东表示,本次投资为布局第二增长曲线,公司看好国产AI芯片未来的市场空间,同时也认可江原 科技的技术实力与发展前景。本次投资有利于落实未来发展战略,提升公司综合竞争力,为公司的长远 发展打下坚实基础。 公开资料显示,江原科技成立于2022年11月,专注全国产AI芯片研发,与本土先进工艺制造厂商协 作,完成全流程国产自主先进工艺芯片成功量产交付,实现了先进自主设计、工艺制造、封装的本土化 全流程。目前,江原科技已经完成第一代芯片产品D1的流片,并在此基础上实现了基于D1芯片的算力 卡产品D10的批量应用,即将推出基于第一代芯片产品的第二款算力卡产品D20,同步正在进行第二代 芯片产品T800的研发工作,预计2026年实现流片量产。 ...
入局国产芯片,仁东控股牵手江原科技,AI战略落下重磅一子
3 6 Ke· 2025-09-25 08:04
仁东控股表示,公司看好国产AI芯片未来的市场空间,同时也认可江原科技的技术实力与发展前景。 2022年成立的江原科技是国产AI芯片领域不可或缺的科技企业,紧密围绕国家算力自主可控战略需 求,专注国产 AI 芯片研发。公司与本土先进工艺制造厂商深度协作,其首颗全流程国产自主12nm芯片 成功量产交付,率先实现先进自主设计、工艺制造、封装的本土化全流程,填补了我国在人工智能芯片 全国产供应链安全的战略空白,实现硬科技自主从 0 到 1 的突破,有力破解半导体与人工智能产业 "卡 脖子" 难题,更规划了性能比肩国际主流产品的芯片矩阵,展现了其在硬科技自主创新领域的长期布局 与领先实力。 在此背景下,9月24日,作为新规实施后首个完成破产重整的上市企业,仁东控股股份有限公司(证券 简称:*ST仁东)发布关键公告:公司将以增加注册资本的方式,向江原科技投资1亿元。增资完成 后,仁东控股将持有江原科技4.14%的股权,标志着仁东控股正式加码AI布局,加速提升企业发展第二 增长曲线。 事实上,仁东控股已具备支撑战略扩张的坚实基础。自今年3月引入中信资本等战略投资者后,企业实 现业绩逆袭,2025年上半年成功扭亏为盈。旗下子 ...
9月25日早间重要公告一览
Xi Niu Cai Jing· 2025-09-25 05:04
Group 1 - Shengke Communication's shareholding by the National Integrated Circuit Industry Investment Fund has decreased from 19.6% to 15% after a total reduction of 18.8569 million shares [1] - Guoxin Technology plans to reduce its shares by up to 4.5% through various trading methods between September 30, 2025, and December 29, 2025 [1][2] - Jingzhida has delivered its first high-speed testing machine to a key domestic customer, aimed at semiconductor memory testing [4][5] Group 2 - Nanxin Pharmaceutical's shareholder plans to reduce shares by up to 3%, totaling 823.2 million shares, due to funding needs [6] - *ST Taihe's shareholder intends to reduce shares by up to 3% for operational management needs [7] - Xincheng Technology's shareholders and directors plan to reduce shares by up to 2.03% due to personal funding needs [8] Group 3 - Huati Technology is planning to acquire shares of Huayi Microelectronics, leading to a stock suspension due to uncertainties [9] - Ruima Precision's subsidiary has received a project notification with a total lifecycle sales estimate of approximately 5.56 billion yuan [10] - Guoguang Electric's shareholders plan to reduce shares by up to 3.85% through various trading methods [10] Group 4 - Cangge Mining's shareholder plans to reduce shares by up to 0.6% due to funding needs [11] - Jujiao Co., Ltd. intends to reduce shares by up to 3% due to personal funding arrangements [12] - Maqu'er plans to reduce shares by up to 2% due to funding needs [13] Group 5 - Caesar Travel's subsidiary intends to acquire 100% equity of Qingdao Hansa for 16 million yuan [14] - Xinde New Materials' shareholders plan to reduce shares by up to 3% through various trading methods [15] - Huadong Heavy Machinery's shareholders plan to reduce shares by up to 1.5% [16] Group 6 - Zhejiang Zhongcheng's shareholder plans to reduce shares by up to 3% due to personal funding needs [17] - Huaxi Securities' shareholder plans to reduce shares by up to 1% due to liquidity needs [18] - Ameng Pharmaceutical's major shareholder opposes the introduction of a strategic investor due to concerns over financial strength and compliance [19] Group 7 - *ST Rindong plans to invest 100 million yuan in Jiangyuan Technology, with a post-investment shareholding of 4.14% [20][21] - International Industry plans to issue shares to its controlling shareholder to raise no more than 662 million yuan for working capital [22][23]
*ST仁东拟1亿元增资江原科技,后者专注全国产AI芯片研发
Bei Jing Shang Bao· 2025-09-25 02:39
北京商报讯(记者 马换换 王蔓蕾)9月24日晚间,*ST仁东(002647)披露公告称,公司将通过增加注 册资本的方式投资深圳江原科技有限公司(以下简称"江原科技"),投资金额为1亿元,本次增资完成 后,公司持有江原科技股权比例为4.1427%。 9月25日,*ST仁东涨停开盘,不过开盘后公司股价震荡走低。截至北京商报记者发稿,公司股价涨幅 0.41%,报7.35元/股。 *ST仁东表示,公司看好国产AI芯片未来的市场空间,同时也认可江原科技的技术实力与发展前景。本 次投资为跨界投资,目前标的公司与公司主业尚无具体协同,标的公司未来能否与公司主业实现完全协 同发展存在重大不确定性。公司本次对外投资尚未签署相关投资协议,后续推进实施存在不确定性。公 司近十年与其他方签署战略合作协议约8次,其中7次未进一步落地执行。 公告显示,江原科技于2022年11月成立,专注全国产AI芯片研发,完成全流程国产自主先进工艺芯片 成功量产交付,实现了先进自主设计、工艺制造、封装的本土化全流程。 ...
*ST仁东拟1亿元入股江原科技 进军AI芯片赛道
Zheng Quan Shi Bao Wang· 2025-09-25 01:54
*ST仁东表示,此次布局,不仅顺应了AI+支付的趋势,更通过绑定江原科技这样的国产芯片优质企 业,在算力国产化浪潮中占据先机。同时,此次投资也意味着公司正式将"AI+支付"装进产业生态版 图。 值得注意的是,此次投资布局发生在*ST仁东完成重整半年后。 9月24日晚间,*ST仁东(002647)发布公告称,公司将通过增加注册资本的方式投资深圳江原科技有 限公司(以下简称"江原科技"),投资金额为1亿元。本次增资完成后,*ST仁东将持有江原科技 4.1427%的股权。 *ST仁东表示,本次投资为布局第二增长曲线,公司看好国产AI芯片未来的市场空间,同时也认可江原 科技的技术实力与发展前景。本次投资有利于落实未来发展战略,提升公司综合竞争力,为公司的长远 发展打下坚实基础。 公开资料显示,江原科技成立于2022年11月,专注全国产AI芯片研发,与本土先进工艺制造厂商协 作,完成全流程国产自主先进工艺芯片成功量产交付,实现了先进自主设计、工艺制造、封装的本土化 全流程。目前江原科技已经完成第一代芯片产品D1的流片,并在此基础上实现了基于D1芯片的算力卡 产品D10的批量应用,即将推出基于第一代芯片产品的第二款算力卡 ...
*ST仁东拟跨界投资AI芯片!自曝“签8次合作协议,7次未落地”!
Cai Jing Wang· 2025-09-25 01:29
Core Viewpoint - *ST Rendo (002647) plans to make a cross-industry investment in AI chips, aiming to enhance its competitive edge and align with national strategies for autonomous computing power [4][5]. Investment Details - The company intends to invest 100 million yuan in Shenzhen Jiangyuan Technology Co., Ltd., acquiring a 4.1427% stake post-investment [4]. - Jiangyuan Technology, established in November 2022, focuses on domestic AI chip development and has achieved successful mass production of advanced chips [4]. - The pre-investment valuation of Jiangyuan Technology is 2.1 billion yuan, reflecting a valuation increase of 1714.86% [4]. Financial Performance of Jiangyuan Technology - Jiangyuan Technology reported a projected revenue of 12.31 million yuan and a net loss of 68.54 million yuan for the first half of 2025, indicating it has not yet achieved profitability [6]. - The pre-investment valuation for Jiangyuan's previous funding rounds was 1.5 billion yuan, with a post-investment valuation of 1.86 billion yuan in January 2025, showing a 12.90% increase [6]. Strategic Intent - The company aims to diversify its business beyond its core third-party payment services, seeking opportunities in industries aligned with national policy trends [5]. - The AI chip sector is viewed as a critical area for future growth, driven by increasing demand for computing power in AI applications [5]. Historical Context and Risks - The company has a history of signing approximately eight strategic cooperation agreements over the past decade, with seven of them not materializing [6][7]. - The investment in Jiangyuan Technology is characterized as high-risk due to the company's lack of experience in startup investments and the uncertainties surrounding Jiangyuan's future operations [6][7].
A股公司拟跨界投资AI芯片!自曝“签8次合作协议 7次未落地”!
Zheng Quan Shi Bao Wang· 2025-09-25 00:01
Core Viewpoint - *ST仁东 plans to make a cross-industry investment in AI chips, aiming to enhance its competitive edge and align with national strategic needs in computing power [5][6][7]. Investment Details - The company intends to invest 100 million yuan in Shenzhen Jiangyuan Technology Co., Ltd., acquiring a 4.1427% stake post-investment [5]. - Jiangyuan Technology, established in November 2022, focuses on domestic AI chip development and has achieved successful mass production of advanced chips [5]. - The pre-investment valuation of Jiangyuan Technology is 2.1 billion yuan, reflecting a valuation increase of 1714.86% [5]. Financial Performance of Jiangyuan Technology - Jiangyuan Technology reported a revenue of 12.31 million yuan and a net loss of 68.54 million yuan for the first half of 2025, indicating it has not yet achieved profitability [8]. - The pre-investment valuation for Jiangyuan's previous funding rounds was 1.5 billion yuan, with a post-investment valuation of 1.86 billion yuan in January 2025, showing a 12.90% increase [8]. Strategic Intent - The investment aligns with *ST仁东's restructuring plan, which includes diversifying its business beyond third-party payment services to explore growth opportunities in sectors aligned with national policy [6]. - The company recognizes the growing demand for AI chips as essential infrastructure for the AI industry, particularly with the increasing need for computational power in AI applications [7]. Historical Context - Over the past decade, *ST仁东 has signed approximately eight strategic cooperation agreements, of which seven have not been executed, highlighting potential execution risks in its investment strategy [8][9].
陆家嘴财经早餐2025年9月25日星期四
Wind万得· 2025-09-24 22:38
4 、商务部部长王文涛召开部分在美中资企业圆桌会,金融、物流、跨境电商、石化、电信、轨道交通、汽车零部件、新能源、医药等领域的十多家在美 中资企业及美国中国总商会负责人参加会议。 王文涛指出,商务部高度重视中资企业在美发展,将努力稳定中美经贸合作,坚定维护中国企业正当权 益,为两国企业互利合作营造良好环境。 1 、国家主席习近平在联合国气候变化峰会发表视频致辞。 习近平宣布中国新一轮国家自主贡献:到 2035 年,中国全经济范围温室气体净排放量比峰值 下降 7%~10% ,力争做得更好。 非化石能源消费占能源消费总量的比重达到 30% 以上,风电和太阳能发电总装机容量达到 2020 年的 6 倍以上、力争达 到 36 亿千瓦,森林蓄积量达到 240 亿立方米以上, 新能源汽车成为新销售车辆的主流,全国碳排放权交易市场覆盖主要高排放行业,气候适应型社会基 本建成。 2 、 国务院总理李强出席全球发展倡议高级别会议并致辞指出,中国作为负责任的发展中大国,在世贸组织当前和未来谈判中,将不寻求新的特殊和差别 待遇。 商务部召开新闻吹风会介绍,这是中方坚定维护多边贸易体制、积极落实全球发展倡议和全球治理倡议的重要举措, ...
*ST仁东(002647.SZ)拟1亿元跨界投资国产AI芯片厂商江原科技
智通财经网· 2025-09-24 15:00
Group 1 - Company *ST Rendo (002647.SZ) announced an investment of 100 million yuan in Jiangyuan Technology through an increase in registered capital, resulting in a shareholding ratio of 4.1427% post-investment [1] - The funding sources for this investment include 50 million yuan from Rendo Holdings' own funds and 50 million yuan borrowed from Huilibao [1] - Jiangyuan Technology, established in November 2022, focuses on the development of domestically produced AI chips, aligning with the national strategy for autonomous computing power [1] Group 2 - The target company's products are based on 12-inch wafer chips, primarily delivered in the form of computing power cards for AI integrated machines and computing servers [1] - Jiangyuan Technology has completed the first generation chip product D1 and is launching the D10 computing power card, with plans for a second card product D20 and ongoing development of the second generation chip T800, expected to achieve mass production by 2026 [1] - The target company has completed its first and second rounds of financing, with this investment being part of the third round totaling 313.9 million yuan, involving various strategic investors [2] Group 3 - The investment is aimed at establishing a second growth line for the company, with a post-investment shareholding not exceeding 5%, and no involvement in the management or operations of Jiangyuan Technology [2] - There is significant uncertainty regarding the potential for future collaboration between Jiangyuan Technology and the company's main business, as the investment is considered a cross-industry investment [2]
*ST仁东拟1亿元跨界投资国产AI芯片厂商江原科技
智通财经网· 2025-09-24 14:59
据悉,江原科技于2022年11月成立,紧密围绕国家算力自主可控战略需求,专注全国产AI芯片研发, 与本土先进工艺制造厂商协作,完成全流程国产自主先进工艺芯片成功量产交付,实现了先进自主设 计、工艺制造、封装的本土化全流程。 标的公司产品是基于12英寸晶圆流片的算力芯片,主要以算力卡形式出货,作为核心算力硬件提供给 AI一体机客户、算力服务器等客户,最终在端侧算力设备(AI一体机等智能终端)、智算中心等场景 应用。标的公司目前已经完成第一代芯片产品D1的流片,并在此基础上实现了基于D1芯片的算力卡产 品D10的批量应用,即将推出基于第一代芯片产品的第二款算力卡产品D20,同步正在进行第二代芯片 产品T800的研发工作,预计2026年实现流片量产。标的公司产品为国产国造的自主可控芯片,核心客 户包括信创客户、互联网客户、地方算力中心等。 目前,标的公司已完成第一轮、第二轮融资,投资方包括品高股份、安博通、苏州国芯、龙芯中科等上 市公司及/或其关联企业作为产业投资方,达泰资本、普华资本等战略投资方,深圳罗湖投控等地方国 资产投。本次投资为标的公司第三轮融资,标的公司本轮融资金额合计3.139亿元。公司本次为布局第 ...