12月18日，盐城超级计算中心（简称"盐城超算"）"国家新一代人工智能公共算力开放创新平台"正式揭 牌。同时，在揭牌仪式上，盐城超算启动二期项目建设规划。根据规划，盐城超算与太初（无锡）电子 科技有限公司（以下简称"太初元碁"）续约，构建新一代超智融合计算系统。同时，盐城超算还与华为 签署战略合作协议，加速推动盐城超算二期落地。 作为国产AI芯片企业及第七批国家级"专精特新小巨人"，太初元碁近年来基于自研AI芯片与AI加速卡 打造高密液冷智算集群构建出国产智算底座，已参与包括无锡超算、延安智算中心等在内的多个国家公 共算力基础设施建设，截至目前已服务200余家高校企业，支持超1200千万亿次/秒浮点运算算力需求。 根据规划，盐城超算二期建设将继续坚持自主可控、多元融合的技术路线，构建更为完善的国产算力体 系。太初元碁将延续发挥异构众核架构优势，为集群贡献重要算力组成部分，与合作伙伴协同打造高 效、安全、绿色的国产多元异构智算基础设施体系，共同推动盐城乃至长三角地区人工智能产业生态高 质量发展。 据悉，盐城超级计算中心于2023年7月入选科技部"国家新一代人工智能公共算力开放创新平台 （筹）"名单，成为全国25 ...

Investment Rating - The report rates the electronic industry as "Outperform" compared to the market [1] Core Insights - The report highlights the successful IPOs of domestic GPU companies, Moore Threads and Muxi Co., indicating a growing focus on the domestic GPU sector [3][6] - It emphasizes the performance of NVIDIA's H200 chip, which has been allowed for export to China, and compares it with domestic AI chips, noting significant performance gaps [18][20] - The report expresses confidence in the future of domestic chips despite ongoing challenges from U.S. export policies [3] Summary by Sections 1. Company Developments - Moore Threads, established in 2020, focuses on providing comprehensive GPU solutions and reported a revenue of 438 million RMB in 2024, a year-on-year increase of 253.65% [7][10] - Muxi Co. also launched its IPO, focusing on heterogeneous computing and offering a range of GPU products [13] 2. Product Performance - The H200 chip features 141GB HBM3e memory and a bandwidth of 4.8TB/s, outperforming many domestic chips but still lagging behind higher-end models like the GB200 [18][19] - Domestic competitors like Huawei and Cambrian have released AI chips, but their performance metrics are significantly lower than the H200 [20][21] 3. Market Trends - The report notes an increase in activity within the domestic GPU sector, with companies like Suir Technology and Biran Technology accelerating product iterations and performance upgrades [23][24] - The report identifies a trend towards diversified product matrices among domestic GPU manufacturers, catering to various application scenarios [15][32]

Core Viewpoint - The article emphasizes the significance of ultra-fast charging technology in the electric heavy truck sector, highlighting its potential to revolutionize logistics efficiency, cost structures, and low-carbon models, particularly in commercial vehicles compared to passenger cars [1]. Group 1: Ultra-Fast Charging Technology - Ultra-fast charging is a key technology to alleviate range anxiety for electric vehicle users and is crucial for the widespread adoption of electric vehicles [1]. - Huawei's megawatt ultra-charging technology is leading the charge in enhancing the efficiency and sustainability of commercial vehicle charging systems [1]. Group 2: Industry Collaboration and Ecosystem - The establishment of the "Super Charging Alliance 2.0" aims to address core bottlenecks in the industry, such as mismatched charging infrastructure and vehicle compatibility, by fostering an open and cooperative ecosystem [3]. - Over ten major heavy truck manufacturers have joined the alliance, indicating a shift from experimental phases to large-scale applications of high-power charging technology [5]. Group 3: Advantages of Huawei's Megawatt Ultra Charging - The megawatt ultra-charging solution significantly reduces charging time from over one hour to approximately 15 minutes, enhancing operational efficiency by nearly four times [7][10]. - The technology is designed to withstand extreme environmental conditions, ensuring high reliability and safety during the charging process [9]. - The reduction in charging time translates to a 15% increase in overall transportation efficiency, benefiting both logistics companies and charging station investors [10]. Group 4: Practical Applications and Market Validation - Huawei's ultra-charging solutions are being implemented in key logistics hubs across China, demonstrating their effectiveness in real-world scenarios [12]. - The establishment of the first 100-megawatt ultra-charging station in Sichuan showcases the capability of the technology to handle high-frequency, heavy-load transportation in challenging environments [17][19]. - The ongoing expansion of the Super Charging Alliance and the deployment of various charging networks are paving the way for comprehensive electrification in the logistics sector [19].

Group 1 - The smart driving concept is gaining momentum, with significant stock price increases for companies like Zhejiang Shibao (over 11%) and XPeng Motors (over 7%), as well as ETFs related to the automotive sector in Hong Kong rising over 3% [1] - The Ministry of Industry and Information Technology has granted the first batch of L3 conditional autonomous driving vehicle permits in China, with Changan Automobile and BAIC Jihe being the first approved companies for specific road trials [1] - The approval of L3 autonomous driving vehicles marks a critical step from testing to commercial application in China, indicating a significant advancement in the industry [3] Group 2 - XPeng Motors has received an L3 autonomous driving road testing license in Guangzhou, initiating regular L3 road tests, leveraging its integrated software and hardware advantages [2] - The L3 level of autonomous driving allows the vehicle system to fully take over driving tasks under specific conditions, while the driver must remain alert and ready to take control [2] - The formal implementation of L3 autonomous driving regulations is expected to be a key catalyst for industry development in 2026, with several automakers already capable of producing L3 vehicles [2][3] Group 3 - Multiple automakers, including Changan, BYD, GAC, Dongfeng, SAIC, Geely, XPeng, and Li Auto, have made substantial progress in the L3 autonomous driving sector, with several models receiving road testing permits [3] - The launch of L3 testing permits for vehicles like GAC A800, which can operate at speeds of up to 120 km/h, signifies a major milestone in the commercialization of L3 technology [3] - The recent approvals for L3 vehicles indicate advancements in both technology and policy, laying the groundwork for the commercial progression of smart driving by 2026 [3]

Group 1 - The A-share technology sector experienced a slight decline in the afternoon of December 19, with the AI-focused ETF Huaxia (159381) rising by 0.45% and trading volume reaching 243 million yuan, while the 5G communication ETF (515050) increased by 0.37% with over 220 million yuan in trading volume [1] - Foreign investment institutions maintain a positive outlook on AI, with Fidelity International highlighting AI as an omnipresent trend that will significantly impact the future, requiring capital investment across multiple levels and driving strong profit growth through 2026 [1] - Morgan Asset Management notes that the Chinese AI industry shows significant investment value on a global scale, with East Asian markets, including China, attracting capital due to their critical role in the global semiconductor, chip, and AI supply chains, which is expected to provide long-term growth momentum [1] Group 2 - The 5G communication ETF (515050) tracks the CSI 5G communication theme index, focusing on the supply chains of companies like Nvidia, Apple, and Huawei, with top holdings including Zhongji Xuchuang, Xinyi Sheng, Luxshare Precision, Industrial Fulian, and Zhaoyi Innovation [2] - The Huaxia AI ETF (159381) tracks the ChiNext AI index, with a significant allocation of over 57% in optical module CPOs, covering domestic software and AI application companies, and featuring top three holdings of Zhongji Xuchuang (28.1%), Xinyi Sheng (19.8%), and Tianfu Communication (4.45%) [2]

编辑｜Panda、泽南 大模型的竞争如火如荼，也有一群人正在研究如何降低门槛，让 AI 工具变得亲民。 最近，在 AI 基础算力上重磅频出的华为，又亮出了一张王牌：昇腾的底层基础软件， CANN 全面开源开放 。 昇腾宣布将通过一系列新举措，持续支持开发者在 AI 模型、算子、内核、底层资源等多个层级进行自主优化与自定义开发。通过开放共建，一个新兴的 AI 算力生态正在快速崛起，改变计算架构领域本已固化的格局。 CANN 全称为「神经网络异构计算架构」（Compute Architecture for Neural Networks） ，其作为连接上层 AI 训练框架（如 PyTorch、 TensorFlow、MindSpore 等）和底层 AI 芯片的桥梁，让开发者不用关心芯片细节就能调用底层算力。 最近一段时间，业内对于国产 AI 算力的需求大幅增长，让人们更加重视起硬件的计算架构。CANN 的开源开放引发了业界的广泛关注，当 CANN 这个在 整个 AI 技术栈中「承上启下」的关键角色被开源了之后，开发者们获得了定义算力的权力。 以前在 AI 芯片上的算子开发门槛高到不敢用，现在昇腾 CANN 把这层 ...

根据工信部12月最新公示的全国第七批专精特新"小巨人"企业名单，深圳有效期内"小巨人"企业总量达 到1333家，位居全国城市首位。 这标志着，继"民营经济第一城"之后，深圳再添"专精特新第一城"的新名片。 这些科技企业呈现"集聚生成"的特点，大多扎根于深圳各大产业园区、创新园区，从小微初创企业逐步 成长为"小巨人"。数据显示，深圳目前拥有超过4400家不同类型和规模的产业园区，数量居于全国首 位，贡献了全市超30%的GDP和70%以上的战略性新兴产业产值。 因此，依托产业园区展开金融支持是支持小微企业的有效路径。在此背景下，深圳首创的"园区贷"应运 而生，通过银行和园区"结对"形式，旨在破解小微融资的"不可能三角"。 作为首批试点银行之一，农业银行深圳分行以"园区贷"作为拳头抓手之一的普惠金融业务交出亮眼答 卷：截至2025年11月末，该行普惠贷款余额超1120亿元，服务小微企业超4.7万户。同时，普惠贷款利 率较2021年下降125个基点，切实落实减费让利政策。 据悉，"园区贷"以高额度、低利率、无抵押为特点，依托"政银园担"协同机制，实现金融资源的精准触 达。今年以来农行深圳分行响应号召，同步升级"园区贷 ...

根据规划，盐城超算二期建设将继续坚持自主可控、多元融合的技术路线，构建更为完善的国产算力体 系。太初元碁将延续发挥异构众核架构优势，为集群贡献重要算力组成部分，与合作伙伴协同打造高 效、安全、绿色的国产多元异构智算基础设施体系，共同推动盐城乃至长三角地区人工智能产业生态高 质量发展。 作为该中心一期建设的核心算力基座与技术合作伙伴，太初元碁深度参与并见证了盐城超算从筹建、运 营到正式跻身国家级平台的全过程。相关负责人介绍，盐城超算部署了基于太初元碁国产AI加速卡的 129P(FP16)国产智算算力，系统自2022年7月投运以来持续稳定运行，实现了机柜上架率100%、整体出 租率73.8%的优异运营表现。稳定的国产智算底座发挥出卓越的计算性能与能效表现，不仅支撑了清华 大学、北京大学等多所高校的科研计算，也为生物医药、工业互联网等领域的企业提供了高效、安全的 算力服务。 据了解，作为国产AI芯片企业及第七批国家级"专精特新小巨人"，太初元碁近年来基于自研AI芯片与 AI加速卡打造高密液冷智算集群构建出国产智算底座，已参与包括无锡超算、延安智算中心等在内的 多个国家公共算力基础设施建设，截至目前已服务200余家高 ...

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Market Growth - The short drama industry in China has rapidly expanded from a market size of 370 million yuan to over 50 billion yuan in just three years, with projections to exceed 68 billion yuan by 2025 and surpass 100 billion yuan by 2027 [1] - As of June this year, the user base for micro short dramas reached 626 million, accounting for 55.8% of the total internet users, with average daily usage time increasing to 120.5 minutes by August [1] Company Strategies - Xiaomi has developed 1,000 S-level short dramas, with an average consumption time of 70 minutes per user, indicating a significant investment in high-quality content [1][3] - The company has launched an independent short drama app called "Weiguan Short Drama," which is currently only available on the Xiaomi app store, emphasizing features like "ad-free" and "completely free" [4][9] Competitive Landscape - The leading apps in the short drama sector are Hongguo Short Drama and Hemat Theater, with Hongguo Short Drama holding a significant market lead [9] - Xiaomi's "Weiguan Short Drama" app has faced challenges in content variety, with fewer than 30 categories compared to competitors like Hemat Theater, which boasts over 10,000 short drama works across more than 100 categories [9] Industry Trends - The short drama industry is undergoing a trend towards premiumization, with major platforms focusing on S-level and high-quality productions [3] - The market for short dramas is seen as a new opportunity for smartphone manufacturers, as it offers lower production costs and better monetization potential compared to traditional video formats [26] Future Outlook - The short drama market is expected to continue its explosive growth, with significant potential for smartphone manufacturers to leverage this content for user engagement and brand promotion [29][30] - The integration of AI technology in short drama production is anticipated to enhance the creative process, making it a key area for future development [30][33]