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特种芯片龙头成立研究院,攻关端侧AI芯片新架构!| 盘后公告精选
Jin Shi Shu Ju· 2025-12-15 13:33
Group 1 - Unicom Guowei has established a Central Research Institute focusing on the development of edge AI chips for applications in autonomous driving, embodied robots, and low-altitude flying vehicles [2] - The research will also include new types of storage devices based on two-dimensional materials and high-performance special sensor chips [2] - Aerospace Electronics plans to increase its investment in Aerospace Long March Rocket Technology Co., Ltd. by 728 million yuan, maintaining the existing shareholding structure [3] Group 2 - Aerospace Rainbow successfully completed the first flight test of its self-developed Rainbow-7 high-altitude, high-speed, long-endurance drone, achieving all preset parameters [4] - The project is still in the research and testing phase, with further rigorous testing and validation required before mass production [4] Group 3 - Changchun High-tech's subsidiary signed an exclusive licensing agreement for the GenSci098 injection project, potentially earning up to 1.365 billion USD in milestone payments [5] - The agreement includes an initial payment of 120 million USD and additional milestone payments related to development and commercialization [5] Group 4 - TCL Technology plans to acquire a 10.7656% stake in Shenzhen Huaxing Semiconductor for 6.045 billion yuan, increasing its ownership from 84.2105% to 94.9761% [26] - This acquisition aims to enhance TCL's competitiveness and profitability in the semiconductor display industry [26] Group 5 - Zhongmin Resources announced the successful ignition of its Tsumeb smelting plant's multi-metal comprehensive recycling project, with an annual processing capacity of 80,000 tons [11] - The project will produce various products, including germanium ingots and zinc ingots, with a design capacity of 33 tons/year for germanium [11] Group 6 - Xinhua Insurance reported a 16% year-on-year increase in original insurance premium income, totaling 188.85 billion yuan from January to November 2025 [43] - This growth reflects the company's strong performance in the insurance market [43]
A股公告精选 | 沐曦股份(688802.SH)将于12月17日在科创板上市
智通财经网· 2025-12-15 12:17
Group 1 - Muxi Co., Ltd. will list its common stock on the Sci-Tech Innovation Board on December 17, 2025 [1] - Xinghua New Materials signed a strategic cooperation agreement with Guoteng Company to collaborate in the quantum technology field [2] - TCL Technology's subsidiary plans to acquire a 10.7656% stake in Shenzhen Huaxing Semiconductor for 60.45 billion RMB [3] Group 2 - Jingjia Micro's subsidiary has completed key stages of its edge AI SoC chip, marking a significant project breakthrough [4] - Cambricon plans to use 2.778 billion RMB of its capital reserve to offset losses [5] - Bojun Technology's subsidiary intends to invest 600 million RMB in an automotive lightweight component production base in Chongqing [6] Group 3 - Longqi Technology plans to invest approximately 1.5 billion RMB to build an AI + smart terminal digital benchmark factory in Nanchang [7] - Taili Technology signed a strategic cooperation framework agreement with Jinan University to establish an advanced functional materials research institute with an investment of 100 million RMB [8][9] - Pengding Holdings plans to invest a total of 4.297 billion RMB in a production facility in Thailand by 2026 [10] Group 4 - China Metallurgical Group reported a new contract amount of 958.13 billion RMB from January to November 2025, a decrease of 8.6% year-on-year [16] - 吉祥航空 reported an 8.92% year-on-year increase in passenger turnover in November 2025 [17] - Hainan Airport's passenger throughput reached 2.0909 million in November 2025, a year-on-year increase of 8.16% [20] Group 5 - Xinhua Insurance reported a cumulative original insurance premium income of 188.85 billion RMB from January to November 2025, a year-on-year increase of 16% [21] - Huafeng Aluminum's controlling shareholder plans to reduce its stake by up to 2.17% [22] - Digital Vision plans to repurchase shares worth 80 million to 120 million RMB [23]
12月15日晚间重要公告一览
Xi Niu Cai Jing· 2025-12-15 10:19
Group 1 - Shareholder Zhang Yu of Kehua Holdings plans to reduce his stake by up to 3%, amounting to no more than 5.83 million shares within three months [1] - Shanghai Ailu has signed a strategic cooperation agreement with Southern Road Machinery to provide packaging products for the dry-mixed mortar industry [2] - Xingyuan Zhuomei appointed Gong Chunming as the new deputy general manager [3] Group 2 - Tongyi Zhong's shareholder has set a preliminary transfer price of 15.47 yuan per share for a total of 4.27 million shares [4] - Anada's shareholder did not implement the planned share reduction of up to 2% by the deadline [5] - Rongchang Bio plans to repurchase shares worth between 20 million to 40 million yuan at a price not exceeding 95 yuan per share [6] Group 3 - Hainan Airport reported an 8.16% year-on-year increase in passenger throughput for November, totaling 2.09 million passengers [7] - Lanjian Intelligent plans to apply for a bank credit line of up to 1.2 billion yuan for various financial operations [8] - Xinlei Co. received a total of 561.43 million yuan in land acquisition and compensation payments [9] Group 4 - Foster reported a surplus of 321 million yuan from four fundraising projects, which will be used to supplement working capital [10] - China Southern Airlines experienced a 10.42% year-on-year increase in passenger turnover for November [12] - China National Airlines reported a 10.1% year-on-year increase in passenger turnover for November [17] Group 5 - Sanyou Chemical plans to register and issue mid-term notes not exceeding 1.3 billion yuan [18] - Quanyuan Spring used 60 million yuan of idle funds to purchase structured deposits [19] - Su Keng Agricultural Development appointed Zou Yi as the new deputy general manager [20] Group 6 - Jingneng Real Estate received approval to register mid-term notes totaling up to 2 billion yuan [21] - Dechang Co. received approval from the CSRC for a targeted issuance of shares [23] - Jiufeng Bio obtained a medical device registration certificate for its fructosamine testing kit [24] Group 7 - Jinzi Ham's president Guo Bo resigned for personal reasons, while Zheng Hu was appointed as the new president [25] - China Eastern Airlines reported a 10.35% year-on-year increase in passenger turnover for November [26] - Fengfan Co.'s controlling shareholder is in the process of acquiring 17.32% of the company's shares [27] Group 8 - Zhenghai Bio signed a technical development contract with the Chinese Academy of Agricultural Sciences for a collagen product project worth 12 million yuan [28] - Xinhua Insurance reported a 16% year-on-year increase in cumulative original insurance premium income for the first 11 months [29] - Jingjia Microelectronics' subsidiary completed key stages of its AI SoC chip project [30] Group 9 - Shanghai Pharmaceuticals' hydrochloride sotalol tablets passed the consistency evaluation for generic drugs [31] - Heshun Technology's subsidiary's carbon fiber project has entered a stable operational phase [32] - Spring Airlines reported an 18.02% year-on-year increase in passenger turnover for November [33] Group 10 - Huaxin New Materials proposed a mid-term dividend plan of 1 yuan per 10 shares [34] - Keda Li plans to increase capital by 300 million yuan for its wholly-owned subsidiary [35] - Jinguang Electric won a bid for a high-voltage direct current transmission project worth 84.86 million yuan [36] Group 11 - XGIMI Technology's subsidiary received a development notification for a vehicle-mounted projection project from a well-known domestic automotive manufacturer [37]
景嘉微:控股子公司边端侧AI SoC芯片成功点亮
Ju Chao Zi Xun· 2025-12-15 09:26
景嘉微表示,诚恒微CH37系列的顺利点亮,是公司与诚恒微集中优势资源、协同推进核心技术自主研发与产业化落地的重要成果。这不仅将进一步丰富公 司和诚恒微的产品线与核心技术储备,更有助于拓宽产品应用场景,服务更广泛的客户领域。 在当前人工智能向边端侧加速渗透的产业浪潮下,诚恒微CH37系列的突破,被视为景嘉微深化"GPU+边端侧AISoC芯片"产品矩阵、响应国家科技自立自强 战略的关键一步。该芯片旨在为具身智能、边缘计算等前沿应用提供高能效、自主可控的算力引擎。 强劲AI算力:提供高达64TOPS@INT8的峰值AI算力,为复杂的视觉识别与多模态感知模型在设备端侧实时运行提供了充沛动力。 灵活高效处理:支持混合精度计算,兼顾了算法开发的灵活性与推理效率;同时具备高实时性与低延迟特性,确保快速精准的决策执行。 多传感融合优化:芯片架构专为多传感器(如视觉、雷达)融合场景深度优化,能高效协同处理多元数据,构建统一的实时环境感知能力。 12月15日,景嘉微发布公告称,公司控股子公司无锡诚恒微电子有限公司(以下简称"诚恒微")自主研发的边端侧AISoC芯片CH37系列,已顺利完成流 片、封装、回片及成功点亮等全部关键流程 ...
景嘉微子公司自研边端侧AISoC芯片CH37系列完成点亮
Zhi Tong Cai Jing· 2025-12-15 09:23
景嘉微(300474)(300474.SZ)公告,公司控股子公司无锡诚恒微电子有限公司(简称"诚恒微")自主研发 的边端侧AISoC芯片CH37系列,目前已顺利完成流片、封装、回片及点亮等关键阶段工作。芯片点亮 后,经测试,其基本功能与核心性能指标(包括算力效率、模块协同及稳定性等)均已达到设计要求,标 志着该项目取得阶段性突破。 后续,诚恒微将加快推进芯片的功耗优化与全面性能测试,确保产品早日具备量产条件。 ...
景嘉微(300474.SZ):边端侧AI SoC芯片CH37系列目前已顺利完成流片、封装、回片及点亮等关键阶段工作
Ge Long Hui A P P· 2025-12-15 08:27
格隆汇12月15日丨景嘉微(300474.SZ)公布,控股子公司无锡诚恒微电子有限公司(简称"诚恒微")自主 研发的边端侧AI SoC 芯片CH37系列,目前已顺利完成流片、封装、回片及点亮等关键阶段工作。芯片 点亮后,经测试,其基本功能与核心性能指标(包括算力效率、模块协同及稳定性等)均已达到设计要 求,标志着该项目取得阶段性突破。后续,诚恒微将加快推进芯片的功耗优化与全面性能测试,确保产 品早日具备量产条件。 为积极响应国家推动高水平科技自立自强和自主可控的战略号召,公司和诚恒微正大力推动核心技术的 自主研发与产业化落地,集中优势资源,充分发挥协同效应,拓宽产品应用场景并拓展服务客户领域, 持续优化以"GPU+边端侧AISoC 芯片"为核心的产品矩阵,提升在智能算力领域的核心竞争力与市场影 响力。通过不断推进芯片迭代优化和生态体系建设,加快在具身智能、边缘计算等前沿场景的实际应 用,助力构建安全可控的国产化算力底座。诚恒微 AI SoC 芯片 CH37 系列的阶段性突破,将进一步丰 富公司及诚恒微产品线和核心技术储备,有利于增强公司核心竞争力,巩固公司在相关领域的市场竞争 力与市场占有率,对公司长期发展战 ...
景嘉微(300474.SZ)子公司自研边端侧AISoC芯片CH37系列完成点亮
智通财经网· 2025-12-15 08:18
智通财经APP讯,景嘉微(300474.SZ)公告,公司控股子公司无锡诚恒微电子有限公司(简称"诚恒微")自 主研发的边端侧AISoC芯片CH37系列,目前已顺利完成流片、封装、回片及点亮等关键阶段工作。芯 片点亮后,经测试,其基本功能与核心性能指标(包括算力效率、模块协同及稳定性等)均已达到设计要 求,标志着该项目取得阶段性突破。 后续,诚恒微将加快推进芯片的功耗优化与全面性能测试,确保产品早日具备量产条件。 ...
景嘉微(300474) - 关于控股子公司边端侧AI SoC芯片研发进展情况的公告
2025-12-15 08:00
证券代码:300474 证券简称:景嘉微 公告编号:2025-058 长沙景嘉微电子股份有限公司 关于控股子公司边端侧 AI SoC 芯片 研发进展情况的公告 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。 重要内容提示: 长沙景嘉微电子股份有限公司(以下简称"公司")控股子公司无锡诚恒微 电子有限公司(以下简称"诚恒微")自主研发的边端侧 AI SoC 芯片 CH37 系 列,目前已顺利完成流片、封装、回片及点亮等关键阶段工作。芯片点亮后,经 测试,其基本功能与核心性能指标(包括算力效率、模块协同及稳定性等)均已 达到设计要求,标志着该项目取得阶段性突破。后续,诚恒微将加快推进芯片的 功耗优化与全面性能测试,确保产品早日具备量产条件。 该芯片尚未形成量产和对外销售,不会对公司当期业绩产生重大影响,对公 司未来业绩影响程度尚无法准确预测。同时,未来的市场需求、市场拓展及竞争 情况存在不确定性,敬请广大投资者注意投资风险。 一、边端侧 AI SoC 芯片 CH37 系列基本情况 诚恒微把握人工智能产业创新发展机遇,锚定边端侧算力引擎,专注提供高 端主控智算处理器 ...
景嘉微(300474.SZ):暂未开展TPU相关业务
Ge Long Hui· 2025-12-12 09:59
Group 1 - The company, Jingjia Micro (300474.SZ), has not yet engaged in TPU-related business [1] - The primary focus of the company is on the research, development, production, and sales of high-reliability electronic products [1] - The company's products mainly involve the fields of graphics display control, small specialized radar, and chip sectors [1]
摩尔线程市值突破4000亿元,人工智能AIETF(515070)持仓股景嘉微大涨超3%
Mei Ri Jing Ji Xin Wen· 2025-12-11 06:01
Group 1 - The core point of the news is the significant rise in the stock price of domestic GPU company Moer Technology, which surpassed 800 yuan, leading to a market capitalization exceeding 400 billion yuan [1] - The artificial intelligence (AI) industry chain showed a mixed performance, with AI ETF (515070) holdings such as Jingjia Microelectronics rising over 3%, while other stocks like Xinyi Technology, Zhongke Xintu, and Xiechuang Data also performed well [1] - The National Space Administration has established a Commercial Space Administration and is promoting the launch of the first "Space Computing Power Experimental Satellite" within the year, aimed at alleviating energy consumption and heat dissipation bottlenecks of ground data centers, providing space-level computing power support for AI supercomputing [1] Group 2 - On December 8, the optical communication sector experienced a surge, with CPO, optical chips, and optical module indices each rising over 5% in a single day, driven by the increasing demand for high-speed data transmission for AI model training and inference [1] - Zhongyin Securities pointed out that the demand for AI computing power is extending from the ground to space, forming an "air-ground-space integrated" computing network with commercial space and optical communication, suggesting a three-year high prosperity cycle for optical modules, optical chips, and space computing infrastructure [1] - The AI ETF (515070) tracks the CS AI Theme Index (930713), selecting component stocks that provide technology, basic resources, and application end stocks for AI, focusing on the midstream and upstream of the AI industry chain, known as the "robot brain" creators and "ground" of the Internet of Everything [2]