Investment Rating - The industry investment rating is "Positive" (maintained) [1] Core Viewpoints - The report emphasizes the continuous recommendation of domestic investment opportunities due to increasing external technology controls and the ongoing promotion of domestic innovation policies, indicating a clear trend towards self-sufficiency in key technologies [6][13] - The performance of leading domestic computing companies is showing significant revenue growth, validating the trend of domestic industrial development [7][14] Summary by Sections Weekly Perspective - The report highlights the sustained recommendation of domestic investment opportunities, noting a decline in the CSI 300 index by 2.22% and a 5.61% drop in the computer index during the week of October 13-17, 2025 [5][12] Company Dynamics - Haiguang Information reported a revenue of 40.26 billion yuan for Q3 2025, marking a year-on-year growth of 69.60% and a net profit of 759.99 million yuan, up 13.04% [16] - Cambricon Technologies achieved a revenue of 1.727 billion yuan in Q3 2025, with a staggering year-on-year increase of 1332.52%, and a net profit of 567 million yuan, indicating a strong turnaround [14] Investment Recommendations - Key domestic software companies recommended include Kingsoft Office, Dameng Data, and others, while leading domestic computing companies such as Haiguang Information and Sugon are also highlighted for their growth potential [8][15]

证券代码：003029 证券简称：吉大正元 公告编号：2025-056 长春吉大正元信息技术股份有限公司 关于股东减持计划期限届满暨实施情况的公告 股东赵展岳先生保证向本公司提供的信息内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 长春吉大正元信息技术股份有限公司于 2025 年 6 月 27 日在巨潮资讯网 （www.cninfo.com.cn）披露了《关于股东减持股份预披露公告》，持有公司股 份 8,003,100 股（占公司剔除回购专用账户中的股份数量后总股本的 4.25%）的 股东赵展岳先生计划在自该持股计划披露之日起 15 个交易日后的三个月内，以 集中竞价方式和大宗交易方式减持公司股份数量合计不超过 1,370,000 股（占公 司剔除回购专用账户中的股份数量后总股本的 0.73%）。 公司于今日收到股东赵展岳先生出具的《关于股东减持计划期限届满暨实施 情况的告知函》，截至 2025 年 10 月 17 日，赵展岳先生本次减持计划期限已届 满，将有关实施情况公告如下： 一、股东减持股份情况 | 股东名 | 减持方 ...

Core Viewpoint - On October 17, Jida Zhengyuan announced the signing of a strategic cooperation agreement with Changsha Jingjia Microelectronics Co., Ltd. on October 16, 2025 [2] Company Summary - Jida Zhengyuan has entered into a strategic partnership with Changsha Jingjia Microelectronics, indicating a potential collaboration that may enhance its market position and technological capabilities [2]

Core Viewpoint - The strategic cooperation agreements signed by Jingjia Micro (景嘉微) with Jida Zhengyuan (吉大正元) and Cangqiong Digital Technology (苍穹数码) aim to integrate resources and enhance product offerings in the fields of digital security and geographic information systems, respectively, thereby providing reliable solutions for government and enterprise users [1][3][4] Group 1: Cooperation with Jida Zhengyuan - Jingjia Micro and Jida Zhengyuan have signed a strategic cooperation agreement to integrate their strengths in brand, product, and technology to offer secure and reliable solutions [1] - The collaboration focuses on the integration of Jingjia Micro's GPU product JM11 with Jida Zhengyuan's security products, enhancing graphical security operations and efficient data processing capabilities [2] - Both companies will prioritize recommending each other's solutions to their respective customer bases and will jointly participate in industry exhibitions and technical seminars to promote their offerings [2][3] Group 2: Cooperation with Cangqiong Digital Technology - Jingjia Micro has also signed a strategic cooperation agreement with Cangqiong Digital Technology to create a sustainable partnership that leverages both companies' strengths in product and technology [3][4] - The partnership will focus on deep integration of Cangqiong Digital's GIS platform and other software with Jingjia Micro's high-performance GPU products to develop comprehensive domestic solutions for various high-security and high-performance application scenarios [4] - Both companies will support each other's branding efforts, collaborate on major project bids, and establish a joint laboratory for technology exchange and research [4]

证券代码：003029 证券简称：吉大正元 公告编号：2025-055 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 特别提示： 1、本次签署的《战略合作协议》属于协议双方为开展后续长期合作所达成 的战略合作的框架性协议，双方将在商议的合作范围内开展相关合作事项，本协 议期限为 3 年。 2、双方具体合作项目与金额均以日后实际合作中签订的各项正式合同/协议 为准，本协议的签署预计对公司 2025 年度的财务状况和经营成果不构成重大影 响。 3、公司将按照法律法规和《公司章程》的相关规定，对合作后续事项的落 地、实施，履行相应的审批程序和信息披露义务，敬请广大投资者注意投资风险。 一、协议签署概况 2025 年 10 月 16 日，长春吉大正元信息技术股份有限公司（以下简称"公 司"）与长沙景嘉微电子股份有限公司（以下简称"景嘉微"）签署了《战略合 作协议》（以下简称"本协议"），双方本着平等互利、优势互补、诚信合作的 原则结成长期深度合作伙伴，未来将整合优势资源，通过品牌、产品、技术等全 方位的紧密合作，为政企用户提供安全、可靠的产品及解决方案。 长春吉大正 ...

Core Viewpoint - The company Jida Zhengyuan (003029.SZ) has signed a strategic cooperation agreement with Changsha Jingjia Microelectronics Co., Ltd. to establish a long-term partnership focused on mutual benefits and resource integration [1] Group 1: Strategic Cooperation - The agreement emphasizes equal cooperation, complementary advantages, and integrity in collaboration [1] - Both companies will integrate their strengths in branding, products, and technology to provide secure and reliable solutions for government and enterprise users [1] Group 2: Product Integration - The companies will develop integration plans based on the GPU product JM11's graphics and computing capabilities to meet the security product needs of Jida Zhengyuan [1] - Jida Zhengyuan will deeply integrate the JM11 GPU into its core products and solutions, enhancing graphical security operations and efficient data processing capabilities [1] Group 3: Resource Optimization - Both parties will open confirmed hardware interfaces and software adaptation tools to optimize the user experience of the joint solutions [1] - The integration includes the high-definition full-stack domestic GPU cloud desktop hyper-converged all-in-one machine, aiming to provide high-performance, secure, and controllable cloud and desktop computing bases that meet domestic requirements through a model of "ecological integration, product integration, and industry integration" [1]

Core Viewpoint - The company has signed a strategic cooperation agreement with Changsha Jingjia Microelectronics Co., Ltd. to enhance product integration and market collaboration, aiming to provide secure and reliable solutions for government and enterprise users [1] Group 1 - The strategic cooperation agreement was signed on October 16, 2025, and will last for three years [1] - The collaboration will focus on product integration, market cooperation, and joint efforts to leverage resources [1] - The agreement is not expected to have a significant impact on the company's financial status and operating results for the year 2025 [1]

Core Viewpoint - The strategic cooperation agreement between Jingjia Micro (300474) and Changchun Jida Zhengyuan (003029) aims to leverage complementary strengths to provide secure and reliable products and solutions for government and enterprise users [1][2]. Group 1: Cooperation Details - The collaboration will focus on integrating the GPU product JM11 with Jingjia Micro's security products to enhance graphical security operations and efficient data processing capabilities [1]. - Both companies will share confirmed hardware interfaces and software adaptation tools to optimize the user experience of their joint solutions [1][2]. - The partnership will involve the integration of JM11 with Jingjia Micro's high-definition domestic GPU cloud desktop hyper-converged all-in-one machine, aiming to provide high-performance and secure cloud and desktop computing solutions that meet domestic requirements [1]. Group 2: Marketing and Support - Both parties will prioritize recommending each other's solutions, products, and services to their respective customer bases under equal conditions [2]. - Jingjia Micro will promote security solutions featuring the JM11 GPU to government and financial clients, while Jida Zhengyuan will ensure stable production capacity and delivery of the JM11 GPU [2]. - Joint efforts will include participation in industry exhibitions and technical seminars, with Jingjia Micro establishing a dedicated service team and Jida Zhengyuan providing after-sales technical support for the JM11 GPU [2].

Core Viewpoint - The strategic cooperation agreement between Jingjia Micro (300474.SZ) and Changchun Jida Zhengyuan Information Technology Co., Ltd. aims to integrate resources and provide secure and reliable products and solutions for government and enterprise users [1][2]. Group 1: Cooperation Details - The cooperation will focus on the integration of GPU product JM11 with Jingjia Micro's security products, enhancing graphical security operations and efficient data processing capabilities [1]. - Both parties will share confirmed hardware interfaces and software adaptation tools to optimize the user experience of the joint solutions [1][2]. - The collaboration includes the integration of products with Jingjia Micro's high-definition domestic GPU cloud desktop hyper-converged all-in-one machine, aiming to provide high-performance and secure cloud and desktop computing solutions that meet domestic requirements [1]. Group 2: Mutual Benefits and Promotion - Both companies will prioritize recommending each other's solutions, products, and services to their respective customer bases under equal conditions [2]. - Jingjia Micro will promote security solutions featuring the JM11 GPU to government and financial clients, while Jida Zhengyuan will ensure stable production capacity and delivery of the JM11 GPU [2]. - Joint efforts will be made in industry exhibitions and technical seminars, with Jingjia Micro opening market channels and establishing dedicated service teams, while Jida Zhengyuan will provide after-sales technical support for the JM11 GPU [2].

本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚 假记载、误导性陈述或重大遗漏。 一、完成注册地址变更登记并换发营业执照情况 长春吉大正元信息技术股份有限公司（以下简称"公司"）于 2025 年 8 月 26 日召开第九届董事会第十八次会议，审议通过了《关于变更公司注册地址并 修订<公司章程>的议案》，公司决定将注册地址由"中国吉林省长春市前进大街 2266 号"变更为"中国吉林省长春市高新区光谷大街 1300 号 19 层-22 层"，该 议案经公司 2025 年 9 月 15 日召开的 2025 年第二次临时股东会以特别决议审议 通过。具体内容详见公司分别于 2025 年 8 月 28 日、2025 年 9 月 16 日披露于巨 潮资讯网（www.cninfo.com.cn）的《关于变更公司注册地址并修订<公司章程> 的公告》（公告编号：2025-047）、《2025 年第二次临时股东会决议公告》（公 告编号：2025-051）。 近日，公司已完成上述工商变更登记手续，公司注册地址已由"中国吉林省 长春市前进大街2266号"变更为"长春市高新区光谷大街1300号19层-22层"， 并已取得 ...