率会延续结构性复苏趋势，后期需要密切关注存储价格变化、AI持续性投资、需求复苏的持续性力 度。 2025年AI呈现从云服务器到端侧的全面共振，AI在短期或存在投资过热等分歧，但长期高速增长趋势 不容置疑，可以长期持续关注AI服务器、AI端侧应用等产业链机遇。全球随着ChatGPT的问世，AI进入 到一个全新的发展阶段。AI产业快速增长，带动了诸多例如算力芯片、光模块、PCB、高端存储等多个 上游产业快速发展，我国部分企业充分享受AI时代高速发展与国产替代加速发展的红利。短期内全球 存在AI投资过热的分歧，但长期增长趋势不改。AI云端的高速发展，同时也带动了端侧的创新，AI赋 能新产品，带动了零组件的升级，AIOT进入到一个可以持续创新迭代的阶段。我们认为长期来看，AI 不仅给我们的生产、生活带来降本增效的功能，而且还给我们的生活 带来新的感受、体验、便捷，开创了诸多新的需求。建议关注AI服务器与AI端侧的长期发展机遇。 面对海外市场管制的压力，我国半导体产业加速发展的决心不可动摇，国产化进程的加速更离不开上游 设备、零组件、材料的升级换代，我国上游产业链或迎来加速发展机遇。我国目前是全球晶圆厂产能最 大的经济 ...

Core Viewpoint - Longxin Zhongke has released an investor relations activity record, highlighting the capabilities of its first GPGPU product, the 9A1000, which is comparable to AMD's RX550 and boasts tens of teraflops of computing power, aiming for a high cost-performance ratio in entry-level discrete graphics cards [2] Group 1 - The 9A1000 GPGPU product is designed to complement Longxin CPUs, enhancing system compatibility and performance [2] - The company is working on developing Windows drivers for the 9A1000 to ensure compatibility with Windows computers [2] - The 9A1000 has already been delivered for tape-out, with future development plans for the 9A2000 and 9A3000 products [2]

Group 1 - The core viewpoint emphasizes that "large models + large computing power + large data" is a primary route to achieving general intelligence, with the Scaling Law still holding true as foundational models rapidly iterate [1] - Recent releases of foundational models like Gemini 3.0 and DeepSeek 3.2 indicate a fast-paced evolution in language, visual, and multimodal capabilities, with anticipation for DeepSeek V4/R2 [1] - The demand for AI applications is accelerating, as evidenced by Alibaba's Qianwen APP reaching over 30 million monthly active users within 23 days of public testing, and Tencent's AI investments driving growth [1] Group 2 - The "pan-sinicization" movement is penetrating from government and party sectors into industries, aiming to build a self-sufficient ecosystem, with state-owned enterprises required to replace various information systems with domestic alternatives [2] - The demand side is supported by policies promoting "domestic goods for domestic use," with a focus on enhancing the resilience and security of key industrial supply chains [2] - On the supply side, the China Information Security Evaluation Center updated its guidelines to include new categories for CPU product evaluations, reflecting a push for domestic technology development [2] Group 3 - The impact of tariffs is noted, with the proportion of overseas income in the computer sector showing a fluctuating upward trend from 11.20% in 2019 to 14.75% in 2024, indicating a degree of desensitization to external changes [3] - The overall sentiment towards the computer sector remains positive, with expectations for future market performance despite potential risks related to technology development and policy implementation [4]

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登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：688047 证券简称：龙芯中科 公告编号：2025-044 龙芯中科技术股份有限公司股东减持股份计划公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ● 股东持股的基本情况 截至本公告披露日，本次拟减持龙芯中科技术股份有限公司（以下简称"公司"）股份的股东及其一致行 动人的持股情况如下： 1、林芝鼎孚创业投资管理有限公司－宁波中科百孚创业投资基金合伙企业（有限合伙）（以下简称"中 科百孚"）持有公司股份24,118,940股，占公司总股本比例为6.01%。 2、北京工业发展投资管理有限公司（以下简称"北工投资"）持有公司股份22,242,092股，占上市公司总 股本比例为5.55%。 3、利河伯资本管理（横琴）有限公司－横琴利禾博股权投资基金（有限合伙）（以下简称"横琴利禾 博"）持有公司股份15,540,878股，占公司总股本比例为3.88%。 4、上海鼎晖百孚投资管理有限公司－宁波鼎晖祁贤股权投资合伙企业（有限合伙）（以下简称" ...

Core Viewpoint - On December 19, a total of 13 A-share listed companies disclosed plans for share reductions, with no companies announcing share increases on the same day [1] Group 1: Companies and Their Reduction Plans - Longxin Zhongke: Multiple shareholders plan to reduce their holdings by no more than 0.89% [2] - Yiwei Communication: Actual controller Li Yuelun intends to reduce holdings by no more than 1.49% [2] - Huashu Media: Shareholder Xihu Electronics Group plans to reduce holdings by no more than 1% [2] - Huaying Technology: Shareholder China Display Technology (Baimu Da) will passively reduce holdings by no more than 0.36% [2] - Dingxin Communication: Shareholder Wang Tianyu plans to reduce holdings by no more than 3% [2] - Baili Technology: Directors and executives intend to reduce holdings by no more than 0.0186% [2] - Suzhou Tianmai: Shareholder plans to reduce holdings by no more than 1.99% [2] - Yongfu Co.: Controlling shareholder plans to reduce holdings by no more than 3% [2] - Tongyi Co.: Controlling shareholder, directors, and senior management are reducing shares [2] - Aikedi: Shareholder Hong Kong Lingtai and its concerted parties plan to reduce holdings by no more than 3% [2] - Yuanwang Valley: Shareholder Xu Yusuo intends to reduce holdings by no more than 3% [2] - Nengzhun: Shareholder Aopeng Partnership plans to reduce holdings by no more than 1% [2] - Juguang Technology: Shareholder plans to reduce holdings by no more than 1.46% [2]

Core Viewpoint - On December 19, 13 A-share listed companies disclosed plans for share reductions, with no companies announcing share increases on the same day [1][3]. Summary by Category Share Reduction Plans - Longxin Zhongke: Multiple shareholders plan to reduce their holdings by no more than 0.89% [2][4] - Sanwei Communication: Actual controller Li Yuelun plans to reduce holdings by no more than 1.49% [2][4] - Huashu Media: Shareholder Xihubei Electronics Group plans to reduce holdings by no more than 1% [2][4] - Huaying Technology: Shareholder China Display (Bermuda) plans to reduce holdings by no more than 0.36% [2][4] - Dingxin Communication: Shareholder Shitianyu plans to reduce holdings by no more than 3% [2][4] - Baili Technology: Directors and executives plan to reduce holdings by no more than 0.0186% [2][4] - Suzhou Tianmai: Shareholders plan to reduce holdings by no more than 1.99% [2][4] - Yongfu Co.: Controlling shareholder plans to reduce holdings by no more than 3% [2][4] - Tongyi Co.: Controlling shareholders, directors, and senior management are reducing holdings [2][4] - Aikedi: Shareholder Hong Kong Lingtai and its concerted parties plan to reduce holdings by no more than 3% [2][4] - Yuanwanggu: Shareholder Xu Yusuo plans to reduce holdings by no more than 3% [2][4] - Yinuosi: Shareholder Aopeng Partnership plans to reduce holdings by no more than 1% [2][4] - Juguang Technology: Shareholders plan to reduce holdings by no more than 1.46% [2][4]

登录新浪财经APP 搜索【信披】查看更多考评等级 | | | 12月19日重要公告摘要 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 今日聚焦 | 盛新锂能 贵州百灵 | 中创新航2026年至2030年期间向公司采购20万吨锂盐产品 | | | | 因2019年至2021年及2023年年报存在虚假记载被实施其他风险警示 | | | | 股票简称将变更为"ST百灵" | | | 福能东方 | 因年度报告财务指标存在虚假记载 股票将被实施其他风险警示证券 | | | | 简称变更为"ST福能" | | | 渤海化学 | 终止筹划重大资产重组事项 股票复牌 | | 投资8签约 | 创耀科技 | 拟参股旋极星源 后者专注卫星导航等领域 | | 股权变动 | 淳中科技 | 公司与实控人拟分别以3000万元和4000万元受让星河动力92.76万股 、123.68万股 | | 增减持&回购 | 龙芯中科 | 多名股东拟合计减持不超0. 89%股份 | | 经营&业绩 | 花渣清材 | CMP装备累计出机超800台 | | 融资&定增 | 重庆钢铁 | 拟定增募资不超过10亿元 | | ...

智通财经APP讯，龙芯中科(688047.SH)发布公告，公司股东中科百孚计划减持不超过115.14万股，占公 司总股本比例不超过0.29%;北工投资计划减持不超过106.18万股，占公司总股本比例不超过0.26%;横琴 利禾博计划减持不超过74.19万股，占公司总股本比例不超过0.19%;鼎晖祁贤计划减持不超过35.05万 股，占公司总股本比例不超过0.09%;鼎晖华蕴计划减持不超过25.87万股，占公司总股本比例不超过 0.06%。 ...

龙芯中科(688047.SH)发布公告，公司股东中科百孚计划减持不超过115.14万股，占公司总股本比例不超 过0.29%;北工投资计划减持不超过106.18万股，占公司总股本比例不超过0.26%;横琴利禾博计划减持不 超过74.19万股，占公司总股本比例不超过0.19%;鼎晖祁贤计划减持不超过35.05万股，占公司总股本比 例不超过0.09%;鼎晖华蕴计划减持不超过25.87万股，占公司总股本比例不超过0.06%。 ...