（文章来源：证券日报） 证券日报网讯 9月12日晚间，景嘉微发布公告称，公司于2025年8月28日在巨潮资讯网披露了《关于与 专业投资机构共同参与投资产业基金的公告》，公司拟与湖南省金芙蓉科创引导基金合伙企业（有限合 伙）共同对长沙奇安麒麟创业投资基金合伙企业（有限合伙）（简称"产业基金"）进行增资，产业基金 认缴规模拟从30，000.00万元增至人民币50，000.00万元，公司拟作为有限合伙人以自有资金认缴出资 额人民币1，000.00万元，占总出资比例的2.00%。近日，公司收到基金管理人奇安（北京）投资管理有 限公司的通知，产业基金已就本次增资事宜向相关工商登记机构办理完成了变更登记手续，并取得湖南 湘江新区管理委员会行政审批服务局颁发的最新《营业执照》。 ...

Core Viewpoint - The company, Jingjia Micro (300474.SZ), has signed a strategic cooperation agreement with Anchaoyun Software Co., Ltd. to leverage their respective strengths for mutual development and to provide secure and reliable products and solutions [1] Group 1: Strategic Cooperation - The partnership aims to create a win-win, sustainable relationship through comprehensive collaboration in branding, products, and technology [1] - The cooperation will focus on providing high-performance and secure cloud desktop computing capabilities, particularly for government, state-owned enterprises, and public security sectors [1] Group 2: Product Compatibility - Jingjia Micro's GPU products are compatible with Anchaoyun's operating system ArcherOS and desktop cloud software ArcherDT, which enhances the strategic collaboration [1] - The collaboration is positioned to support the "Xinchuang" (信创) replacement strategy, emphasizing the need for high-performance and secure computing solutions [1] Group 3: Industry Focus - The partnership will concentrate on three key areas: ecosystem enhancement, industry depth, and product integration, to continuously provide secure, reliable, and high-performance "multi-core full-stack GPU cloud" solutions for the digital economy [1]

Group 1 - Yishitong plans to repurchase shares worth between 30 million to 55 million yuan at a price not exceeding 40.69 yuan per share, intended for employee stock ownership plans or equity incentives [1] - Guoyao Modern's subsidiary has received approval for a sodium bicarbonate injection to increase specifications and pass consistency evaluation [2] - Xinjing plans to reduce its shareholding by up to 1.2 million shares, accounting for 0.78% of the total share capital, between October 14, 2025, and January 13, 2026 [2] Group 2 - Jinfeikeda intends to apply for an additional credit limit of up to 60 million yuan from Jiangsu Financial Leasing [3] - Boshi Co. signed a project contract worth 235 million yuan with Guoneng Yulin Chemical for a three-year service period starting from October 31, 2025 [4] - Luan Energy reported a coal sales volume of 3.78 million tons in August, a decrease of 13.70% year-on-year [6] Group 3 - Shengnong Development achieved sales revenue of 1.857 billion yuan in August, a year-on-year increase of 19.11% [8] - Huading Co. plans to transfer 9.26% of its shares through public solicitation of transferees [10] - China Metallurgical Group's new contract amount from January to August decreased by 18.2% year-on-year, totaling 679.57 billion yuan [12] Group 4 - Longjing Environmental plans to invest approximately 3.99 billion yuan in the construction of a hydropower station project in the Democratic Republic of the Congo [14] - Longjing Environmental also plans to invest 2.391 billion yuan in an integrated energy station project, expected to be operational by the second quarter of 2026 [15] - Transsion Holdings has set the transfer price for its shares at 81.81 yuan per share, with a subscription rate of 1.15 times [17] Group 5 - Sinopec Oilfield Services won a bid for a natural gas pipeline project with a contract value of 858 million yuan [18] - Huaitian Thermal Power received a warning letter from the Liaoning Securities Regulatory Bureau for information disclosure violations [20] - China Nuclear Engineering signed new contracts totaling 96.633 billion yuan as of August [22] Group 6 - Shanghai Mechanical plans to publicly transfer 67% of its stake in Simic Welding Materials, with an estimated value of 291 million yuan [24] - Zhongke Environmental appointed Tang Xia as the new deputy general manager [26] - Baiyang Pharmaceutical signed a strategic cooperation agreement with Jikun Pharmaceutical for a drug project [28] Group 7 - Jinsong New Materials received a warning letter from the Zhejiang Securities Regulatory Bureau for fundraising irregularities [27] - Weitang Industrial obtained a national invention patent for a battery tray welding deformation control device [29] - Dongsoft Carrier secured two national invention patents related to energy management and voltage regulation circuits [30] Group 8 - Lian De Equipment won a bid for the BOE AMOLED production line project with a total amount of 201 million yuan [31] - Jingjiawei signed a strategic cooperation agreement with Anchaoyun to develop high-performance cloud desktop solutions [32] - Chuaning Biological received approval for a 1 billion yuan medium-term note registration [34] Group 9 - Jifeng Co. plans to reduce its shareholding by up to 2% through block trading [36] - Taihe Intelligent plans to transfer 5.79% of its shares to Sunshine New Energy Development Co., Ltd. [36] - Yangmei Chemical will change its stock name to "Luhua Technology" starting September 17, 2025 [38] Group 10 - ST Songfa's subsidiary signed contracts for the construction of four container ships, with a total value of approximately 300 to 500 million USD [40] - Green Energy Huichong plans to establish a joint venture with Xianyang Economic Development Group with a registered capital of 250 million yuan [42] - Baiyao Tai received a milestone payment of 5.4 million USD from Intas Pharmaceuticals [38]

Core Viewpoint - The strategic cooperation agreement between Jingjia Micro and Anchaoyun aims to leverage their respective strengths in GPU development and cloud computing to create a sustainable partnership that provides secure and reliable products and solutions for users [2][3]. Group 1: Strategic Cooperation - Jingjia Micro and Anchaoyun will integrate their advantages through comprehensive collaboration in branding, products, and technology [2]. - The partnership focuses on providing high-performance and secure cloud desktop computing capabilities, particularly for government, state-owned enterprises, and public security sectors [2]. - The agreement includes mutual product integration and resource sharing to enhance customer experience and optimize product offerings [2]. Group 2: Market Collaboration - Both companies will support each other in marketing activities and customer recommendations, ensuring stable product supply and competitive pricing [3]. - Anchaoyun will establish a service assurance team and open market channels to facilitate the partnership, while Jingjia Micro will provide after-sales support [3]. - Anchaoyun, founded in September 2019 with a registered capital of 107 million yuan, specializes in digital technology infrastructure and aims to create high-performance IT platforms for enterprise clients [3].

Core Insights - The strategic cooperation agreement between Jingjia Micro and Anchaoyun Software aims to leverage their respective strengths in brand, product, and technology to create a sustainable partnership that provides reliable products and solutions for users [1] Company Overview - Jingjia Micro focuses on GPU research and development, with its GPU products certified for compatibility with Anchaoyun's operating system ArcherOS and desktop cloud software ArcherDT [1] - The company reported that its revenue composition for the year 2024 will be entirely from the manufacturing of computers, communications, and other electronic devices, with a 100% share [1] - As of the report, Jingjia Micro has a market capitalization of 40.9 billion yuan [1] Industry Focus - The collaboration will primarily target sectors such as government, state-owned enterprises, and public security, emphasizing a three-pronged approach of ecosystem enhancement, industry depth, and product integration [1] - The partnership aims to support the "Xinchuang" (信创) replacement strategy by providing high-performance and secure cloud desktop computing capabilities [1]

Core Viewpoint - Jingjia Micro (300474.SZ) has signed a strategic cooperation agreement with Anchaoyun Software Co., Ltd. to leverage their respective strengths for mutual benefit and sustainable development in providing secure and reliable products and solutions [1] Group 1: Strategic Cooperation - The partnership aims to integrate brand, product, and technology for a comprehensive collaboration [1] - The cooperation will focus on high-performance and secure cloud desktop computing, particularly in sectors such as government, state-owned enterprises, and public security [1] Group 2: Product Compatibility - Jingjia Micro specializes in GPU research and development, with its GPU products certified for compatibility with Anchaoyun's ArcherOS and ArcherDT software [1] - This collaboration supports the strategic planning for domestic alternatives in technology, enhancing the capabilities of the "multi-core full-stack GPU cloud" [1] Group 3: Industry Focus - The cooperation emphasizes a three-pronged approach: strengthening the ecosystem, deepening industry engagement, and integrating products [1] - The initiative aims to continuously provide secure, reliable, and high-performance solutions for the digital economy and domestic innovation [1]

Core Viewpoint - The company, Jingjia Micro, has signed a strategic cooperation agreement with Anchaoyun Software Co., Ltd. to enhance collaboration in brand, product, and technology, aiming to create a sustainable partnership that provides secure and reliable products and solutions [1] Group 1: Strategic Cooperation - The partnership will leverage the strengths of both companies to develop a mutually beneficial relationship [1] - The collaboration focuses on integrating Jingjia Micro's GPU products with Anchaoyun's operating system ArcherOS and desktop cloud software ArcherDT, ensuring compatibility and certification [1] Group 2: Industry Focus - The strategic cooperation aims to support the "Xinchuang" (信创) replacement strategy by providing high-performance and secure cloud desktop computing capabilities [1] - The primary target industries for this collaboration include government, central state-owned enterprises, and public security sectors, emphasizing the importance of security and reliability in these areas [1] Group 3: Product Development - The partnership will focus on a three-pronged approach: strengthening the ecosystem, deepening industry engagement, and integrating products to continuously provide a secure, reliable, and high-performance "multi-core full-stack GPU cloud" for the digital economy [1]

Core Viewpoint - The company Jingjia Micro (300474) has signed a strategic cooperation agreement with Anchaoyun Software Co., Ltd. to enhance its GPU products' compatibility with Anchaoyun's operating system ArcherOS and desktop cloud software ArcherDT, focusing on providing high-performance and secure cloud desktop computing solutions for government and enterprise sectors [1] Group 1 - The strategic cooperation aims to support the "Xinchuang" (信创) replacement strategy, which emphasizes the need for domestic alternatives in technology [1] - The collaboration will particularly target industries such as government, central state-owned enterprises, and public security [1] - The partnership is expected to create a robust computing foundation that is both high-performance and controllable for cloud desktop applications [1]

景嘉微公告，公司拟以自有资金2.2亿元向无锡诚恒微电子有限公司增资，认购其新增注册资本人民币 2.2亿元。交易完成后，公司将直接持有诚恒微34.65%的股权，并通过一致行动关系合计取得66.93%的 表决权，成为其控股股东，诚恒微将成为景嘉微的控股子公司并纳入合并报表范围。此次增资将使公司 能够更好地管理和整合诚恒微，提升公司的核心竞争力和长期投资价值。 ...

Core Viewpoint - The strategic cooperation agreement between Jingjia Micro (300474.SZ) and Anzhao Cloud Software Co., Ltd. aims to leverage their respective strengths for mutual benefit and sustainable development [1] Group 1: Strategic Cooperation - The agreement involves comprehensive collaboration in branding, products, and technology [1] - Both companies will work together to create a high-performance, secure, and controllable cloud desktop computing foundation to support the "Xinchuang" (信创) replacement strategy [1] Group 2: Product Compatibility - Jingjia Micro's GPU products are compatible with Anzhao Cloud's operating system ArcherOS and desktop cloud software ArcherDT [1] - This compatibility is expected to enhance product development and market expansion for both companies [1] Group 3: Market Competitiveness - The partnership is designed to fully utilize the technological, resource, and market advantages of both companies [1] - The collaboration aims to develop products with strong market competitiveness, benefiting both parties [1]