12月18日，在2025光合组织人工智能创新大会（HAIC 2025）现场，广州国家实验室、天津大学、湖南 应用数学中心、中科院高能所、国家天文台、中科院大气所、中石油东方物探、中科曙光、合肥大数据 公司等22家高校、科研机构及企业共同发起 "科学智能联合攻关行动" 。该行动将重点围绕科学大模型 开发、超智融合算力平台建设、模型训练推理优化、科学数据开放共享等方面开展协同工作。光合组织 透露，在未来三年内预计将推动超过20个行业级AI4S软硬协同解决方案落地。 ...

Core Viewpoint - The company is expanding its market strategy from "internal line" core suppliers to "external line" markets, including partnerships with major tech companies for its high-frequency, high-speed copper cable products [1]. Group 1: Market Expansion Strategy - The company has successfully integrated its high-frequency, high-speed copper cable products into the supply chains of renowned server manufacturers such as Dell, HP, Google, Amazon, Microsoft, Oracle, Meta, Inspur, H3C, and Zhongke Shuguang [1]. - The company is actively pursuing the development of the external line market while maintaining steady growth in its internal line business [1]. Group 2: Industry Context - The ongoing surge in computing power and the rapid upgrade cycle of artificial intelligence servers are driving demand for the company's products [1].

【环球网科技报道 记者 李文瑶】12月18日，在昆山举办的光合组织2025人工智能创新大会（HAIC2025）上，中科曙光正式发布并展示了全球领先的大规模 智能计算系统——scaleX万卡超集群，这也是国产万卡级AI集群系统首次以真机形式亮相。 "scaleX万卡超集群，是曙光发挥大型计算机系统研制经验优势，面向万亿参数大模型、科学智能等复杂任务场景打造的大规模智能算力基础设施方案"。中 科曙光高级副总裁李斌表示，面对人工智能基础设施对性能、效率、可靠性、可扩展性等方面的极致需求，scaleX万卡超集群在超节点架构、高速互连网 络、存储性能优化、系统管理调度等方面实现了多项创新突破，部分技术与能力已超越海外同类产品研发路线图的2027年NVL576里程节点。 该超集群具备以下几大核心技术优势： 一是首创单机柜级640卡超节点。scaleX万卡超集群由16个曙光scaleX640超节点通过scaleFabric高速网络互连而成，可实现10240块AI加速卡部署，总算力规 模超5EFlops。作为世界首个单机柜级640卡超节点，scaleX640采用超高密度刀片、浸没相变液冷等技术，将单机柜算力密度提升20倍，P ...

进一步统计，近3个月内该股累计发生3笔大宗交易，合计成交金额为1.42亿元。该股近5个交易日累计 下跌5.30%，主力资金合计净流出27.4亿元。 责任编辑：小浪快报 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 12月18日，中科曙光收跌1.28%，收盘价为84.88元，发生1笔大宗交易，合计成交量2.93万股，成交金 额268.39万元。 第1笔成交价格为91.60元，成交2.93万股，成交金额268.39万元，溢价率为7.92%，买方营业部为银泰证 券有限责任公司苏州华山路证券营业部，卖方营业部为国融证券股份有限公司大连分公司。 ...

Core Insights - A strategic partnership has been established among SenseTime, Daxiao Robotics, and Zhongke Shuguang to advance domestic AI infrastructure and embodied intelligence technologies [1] Group 1: Strategic Collaboration - The collaboration focuses on leveraging SenseTime's multimodal base models and spatial intelligence technology, combined with Daxiao Robotics' expertise in world models, and Zhongke Shuguang's capabilities in domestic computing power and "super node + super cluster" systems [1] - The three parties aim to enhance the efficient training and inference of world models on domestic computing platforms, promoting an integrated ecosystem of "computing infrastructure + world models + embodied intelligence" [1] Group 2: Product Development - Daxiao Robotics, led by co-founder Wang Xiaogang, unveiled the new generation "Kairos 3.0" world model, which supports scene modeling and interactive generation in multi-perspective, long-sequence, and complex dynamic environments [1] - The new model has been deeply adapted to Zhongke Shuguang's scaleX ten-thousand-card super cluster products [1] Group 3: Comprehensive Solutions - The partnership will also focus on creating comprehensive solutions for embodied intelligence technology development aimed at robotics manufacturers, covering key aspects such as model development, computing support, and engineering deployment [1]

Group 1 - A total of 78 stocks in the A-share market experienced block trading today, with a total transaction value of 3.755 billion yuan [1] - The top three stocks by transaction value were Minsheng Bank (2.149 billion yuan), WuXi AppTec (430 million yuan), and Luxin Technology (119 million yuan) [1] - Among the stocks, 8 were traded at par, 3 at a premium, and 67 at a discount; the highest premium rates were for AVIC Optoelectronics (8.04%), Zhongke Shuguang (7.92%), and Haowei Group (2.07%) [1] Group 2 - The top buying amounts from institutional special seats were led by WuXi AppTec (251 million yuan) and Minsheng Bank (108 million yuan) [2] - The top selling amounts from institutional special seats included Jintian Titanium Industry (18.74 million yuan) and Huilong New Materials (9.97 million yuan) [2]

从芯原股份到中科曙光，千亿级交易说停就停，看似是条款谈不拢，实则背后全是资本的激烈博弈！ 其实不止芯原股份，半导体圈的并购"黄了"的还真不少。海光信息和中科曙光的千亿级换股合并计划， 从今年5月末开始筹划，原本各方都在积极推进，但因交易规模大、涉及相关方多，方案论证耗时长， 叠加当前市场环境较筹划之初发生较大变化，最终宣告终止。在此期间，海光信息股价累计涨超50%还 创了历史新高，中科曙光股价也同步刷新历史高点；结果终止公告一出，中科曙光直接跌停。 这样的案例还有很多，比如帝奥微想收购荣湃半导体拓展产品线，核心条款谈不拢只能作罢；思瑞浦收 购奥拉半导体的计划，因并购条件不成熟，仅历时半个月就夭折了。 这一连串密集的并购终止公告，不仅暴露了当下半导体并购市场的共性难题，更折射出当前半导体行业 需求疲软、估值波动大的现状—— 买卖双方对定价、条款难达共识，叠加整合风险高企，不少并购案 只能无奈搁浅。 说到底，半导体并购看似是风口红利，实则暗藏估值博弈、条款分歧的多重陷阱，股民跟风入场极易沦 为"接盘侠"。盲目追高不如看清产业逻辑、警惕反转剧情。 最近半导体赛道那叫一个红红火火，本以为跟着并购消息能分享一波行业红利 ...

Group 1 - SenseTime's subsidiary, Daxiao Robotics, has launched the ACE embodied research paradigm and the first open-source commercial application of the Kairos 3.0 world model [1] - The Kairos 3.0 model has been adapted to work with several domestic chip manufacturers, including Muxi Co., Biran Technology, and Zhongke Shuguang [1] - Daxiao has established partnerships with various embodied entities such as Zhiyuan Robotics, Galaxy General, and Titan Tiger Robotics, as well as hardware manufacturers like Insta360, Wolong Electric Drive, and Parsini [1]

2025年12月18日，在昆山举行的光合组织2025人工智能创新大会（HAIC2025）上，中科曙光发布并展出了全球领先的大规模智能计算系统——scaleX万卡 超集群，这也是国产万卡级AI集群系统首次以真机形式亮相。 作为 "AI计算开放架构"最新重磅成果，scaleX万卡超集群可支持多品牌加速卡以及主流计算生态，并实现400+主流大模型、世界模型等适配优化。在实际应 用中，该超集群可覆盖大模型训练、金融风控、地质能源勘探及科学智能等多元场景。 "AI计算开放架构" 由中科曙光协同20多家AI产业链企业共同推出，以共享若干关键共性技术能力，依托系统工程思维推进智算集群创新。通过scaleX万卡超 集群，AI企业可降低智算集群研发门槛，并从技术"单点突围"走向产业"生态共进"，将开放理念转化为可落地普惠算力。 优势1：全球首创单机柜级640卡超节点。scaleX万卡超集群由16个曙光scaleX640超节点通过scaleFabric高速网络互连而成，可实现10240块AI加速卡部署， 总算力规模超5EFlops。作为世界首个单机柜级640卡超节点，scaleX640采用超高密度刀片、浸没相变液冷等技术，将单机 ...

Core Insights - The HAIC2025 conference, themed "Intelligent Computing Without Boundaries, Symbiotic Growth," showcased over 2,500 representatives from various sectors, emphasizing China's commitment to an open AI computing ecosystem [1] Group 1: Industry Challenges and Consensus - The transition of AI from a supportive tool to a core production factor has created unprecedented demands for computing power, highlighting the need for an open approach to overcome barriers such as insufficient high-end computing supply and high application costs [3] - Industry leaders, including Li Jun from the National Advanced Computing Industry Innovation Center, emphasized the necessity for an open, efficient, and secure intelligent computing infrastructure to foster collaboration and shared success [3] Group 2: Milestone Innovations in Open Architecture - The conference introduced several innovative products, including the scaleX supercluster, designed for trillion-parameter models, showcasing a significant breakthrough in building world-class large-scale intelligent computing infrastructure [4] - The scaleX supercluster consists of 16 scaleX640 supernodes interconnected by a proprietary RDMA high-speed network, supporting multiple AI acceleration cards and mainstream computing ecosystems [4] Group 3: Collaborative Ecosystem Development - The event highlighted strategic collaborations among companies like SenseTime, Inspur, and Kirin Software, focusing on optimizing AI computing systems and innovating applications in embodied intelligence [6] - Initiatives such as the Scientific Intelligence Joint Action and the AI Computing Open Architecture Joint Laboratory were announced to tackle key technologies collaboratively, promoting a comprehensive open ecosystem [6] - The successful hosting of HAIC2025 signifies a shift towards a systematic and ecological high-quality development phase in China's AI computing landscape, driven by the principles of openness [6]