中科驭数聚焦自研DPU核心技术 构建低时延网络方案与产业生态

Core Insights - The evolution of securities trading technology focuses on enhancing trading efficiency and speed, transitioning from manual trading to electronic, and now to AI and big data-driven smart trading, supported by robust network infrastructure [1] - The Chinese government is emphasizing the need for self-controllable core systems in the financial industry, with a mandate for domestic production of key financial infrastructure by 2027 [1] Group 1: Company Developments - Zhongke Yushu Technology Co., Ltd. has launched the SWIFT series of low-latency network DPU products, marking a significant achievement in China's financial infrastructure innovation [1][2] - The SWIFT-2200N DPU card has demonstrated a latency of only 0.98 microseconds in testing, which is a 20% improvement over the Solarflare X2522 [2] - The SWIFT series products are compatible with various domestic CPUs and operating systems, showcasing their comprehensive self-controllable capabilities and open ecosystem collaboration [2] Group 2: Market Applications - The SWIFT series products are already deployed in core trading systems of multiple domestic securities firms and exchanges, supporting hundreds of billions in daily trading volume [2] - A case study with Everbright Securities demonstrated that the SWIFT-2200N Pro outperformed the Intel + X2522 solution in terms of latency and stability, leading to zero faults during long-term operation [3] Group 3: Future Prospects - The company plans to produce the K3 chip by 2026, which will support 200 Gbps processing and nanosecond-level latency, aiming to cover over 80% of core trading scenarios in China [3] - Zhongke Yushu is actively participating in industry standard-setting and has contributed to over 50 standards, positioning itself as a key player in the financial IT market [4] - The market potential for the SWIFT series products is significant, with plans to expand into other sectors requiring low-latency networks, such as IoT, 5G/6G, and defense [5]