行 业 报 计算机 2025 年 08 月 13 日 AI 动态跟踪系列（八） GPT-5 降幻觉、强编码，全面提升大模型实际应用效果 强于大市（维持） 行情走势图 相关研究报告 【平安证券】行业动态跟踪报告*计算机*AI 动态跟踪 系列（七）国产大模型竞争力持续提升，坚定看好我 国 AI 产业发展*强于大市 20250731 证券分析师 闫磊 投资咨询资格编号 S1060517070006 YANLEI511@pingan.com.cn 黄韦涵 投资咨询资格编号 S1060523070003 HUANGWEIHAN235@pingan.com.cn 王佳一 投资咨询资格编号 S1060525070001 WANGJIAYI446@pingan.com.cn 事项： 当地时间 8 月 7 日，OpenAI 推出 GPT-5。 平安观点： 计算机·行业动态跟踪报告 一、 GPT-5 实现全方位性能提升，幻觉显著降低 OpenAI 推出 GPT-5，称其为 OpenAI 迄今为止最智能、最快、最有用的模型，具有内置思维，提供专家级智能。GPT-5 作为一个统一的系统，知道何时快速响应，何时思考更长时间以提供专家级 ...

南方财经8月13日电，龙芯中科(688047.SH)公告，北京天童芯源投资管理中心、北京天童芯正科技发展 中心和北京天童芯国科技发展中心基于自身资金需求，于2025年8月12日通过询价转让方式合计减持公 司股份5,498,219股，占总股本的1.37%。减持后，信息披露义务人合计持有公司股份115,635,193股，占 总股本比例降至28.84%。 ...

龙芯中科技术股份有限公司 简式权益变动报告书 上市公司名称：龙芯中科技术股份有限公司 股票上市地点：上海证券交易所科创板 股票简称：龙芯中科 股票代码：688047 信息披露义务人 1：北京天童芯源科技有限公司 住所：北京市海淀区白家疃尚峰园 1 号楼 1 层 102 通讯地址：北京市海淀区白家疃尚峰园 1 号楼 1 层 102 信息披露义务人 2：北京天童芯源投资管理中心（有限合伙） 住所：北京市海淀区白家疃尚峰园 1 号楼 1 层 102 通讯地址：北京市海淀区白家疃尚峰园 1 号楼 1 层 102 信息披露义务人 3：北京天童芯正科技发展中心（有限合伙） 住所：北京市海淀区白家疃尚峰园 1 号楼 1 层 102 通讯地址：北京市海淀区白家疃尚峰园 1 号楼 1 层 102 信息披露义务人 4：北京天童芯国科技发展中心（有限合伙） 住所：北京市海淀区白家疃尚峰园 1 号楼 1 层 102 通讯地址：北京市海淀区白家疃尚峰园 1 号楼 1 层 102 股权变动性质：股份减少（询价转让） 签署日期：二〇二五年八月十二日 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》《上市公司收购管理办法》 ...

Group 1 - The core point of the announcement is the share transfer by major shareholders of Longxin Zhongke, specifically the transfer of shares by Tian Tong Xin Yuan and its associated parties, which collectively hold over 5% of the company's total shares [1][3] - The transfer price is set at 103.60 yuan per share, with a total of 5,498,219 shares being transferred [3][7] - Following the transfer, the shareholding percentage of Tian Tong Xin Yuan and its associated parties will decrease from 30.21% to 28.84%, indicating a significant change in their equity stake [3][4] Group 2 - The transfer involves Tian Tong Xin Yuan and its associated parties, which include Tian Tong Xin Yuan Investment Management Center, Tian Tong Xin Zheng Technology Development Center, and Tian Tong Xin Guo Technology Development Center, all acting in concert [2][3] - The transfer process was conducted through a pricing inquiry, with 421 institutional investors receiving the subscription invitation, resulting in 25 valid bids being submitted [7][9] - The entire share transfer process adhered to relevant regulations and was verified by CITIC Securities, ensuring compliance with market standards [9]

证券代码：688047 证券简称：龙芯中科 公告编号：2025-024 龙芯中科技术股份有限公司 股东询价转让结果报告书暨持股 5%以上股东权益变动 触及 5%整数倍的提示性公告 北京天童芯源科技有限公司（以下简称"天童芯源"）、北京天童芯源投资管理 中心（有限合伙）(以下简称"芯源投资"）、北京天童芯正科技发展中心（有限合 伙）（以下简称"天童芯正"）、北京天童芯国科技发展中心（有限合伙）（以下简称 "天童芯国"）（芯源投资、天童芯正、天童芯国以下合称"转让方"）保证向龙芯 中科技术股份有限公司（以下简称"龙芯中科"或"公司"）提供的信息内容不存 在任何虚假记载、误导性陈述或者重大遗漏，并对其真实性、准确性和完整性依法 承担法律责任。本公司及董事会全体成员保证公告内容与信息披露义务人提供的信 息一致。 重要内容提示: 本次询价转让的价格为103.60元/股，转让的股票数量为5,498,219股。 芯源投资、天童芯正、天童芯国参与本次询价转让。 本次权益变动为股份减持。本次转让不会导致公司控股股东、实际控制 人发生变化。 本次权益变动后，天童芯源及其一致行动人持有公司股份比例由30.21% 减少至28.84% ...

龙芯中科技术股份有限公司 简式权益变动报告书 住所：北京市海淀区白家疃尚峰园 1 号楼 1 层 102 通讯地址：北京市海淀区白家疃尚峰园 1 号楼 1层 102 股权变动性质：股份减少（询价转让） 签署日期：二〇二五年八月十二日 1 上市公司名称：龙芯中科技术股份有限公司 股票上市地点：上海证券交易所科创板 股票简称：龙芯中科 股票代码：688047 信息披露义务人 1：北京天童芯源科技有限公司 信息披露义务人 2：北京天童芯源投资管理中心（有限合伙） 住所：北京市海淀区白家疃尚峰园 1 号楼 1 层 102 通讯地址：北京市海淀区白家疃尚峰园 1 号楼 1 层 102 信息披露义务人 3：北京天童芯正科技发展中心（有限合伙） 住所：北京市海淀区白家疃尚峰园 1 号楼 1 层 102 通讯地址：北京市海淀区白家疃尚峰园 1 号楼 1 层 102 信息披露义务人 4：北京天童芯国科技发展中心（有限合伙） 住所：北京市海淀区白家疃尚峰园 1 号楼 1 层 102 通讯地址：北京市海淀区白家疃尚峰园 1 号楼 1 层 102 信息披露义务人声明 一、信息披露义务人依据《中华人民共和国证券法》《上市公司收购管理办法 ...

中信证券股份有限公司（以下简称"中信证券"或"组织券商"）受委托担任北京 天童芯源投资管理中心（有限合伙）、北京天童芯正科技发展中心（有限合伙）、北京 天童芯国科技发展中心（有限合伙）（以下简称"转让方"）以向特定机构投资者询价 转让（以下简称"询价转让"）方式减持所持有的龙芯中科技术股份有限公司（以下简 称"公司"或"龙芯中科"）首次公开发行前已发行股份的组织券商。 中信证券股份有限公司 关于龙芯中科技术股份有限公司 股东向特定机构投资者询价转让股份的核查报告 上海证券交易所： 经核查，中信证券就本次询价转让的股东、受让方是否符合《上海证券交易所科创 板上市公司自律监管指引第 4 号——询价转让和配售（2025 年 3 月修订）》（以下简 称"《询价转让和配售指引》"）要求，本次询价转让的询价、转让过程与结果是否公 平、公正，是否符合《询价转让和配售指引》的规定作出如下报告说明。 本次拟询价转让股数上限为 5,498,219 股，受让方获配后，本次询价转让情况如下： 1 | 转让股东名称 | 转让股份数量（股） | 占总股本比例 | 占所持股份比例 | 转让股份来源 | | --- | --- | --- ...

Market Overview - The Shanghai Composite Index closed at 3665.92 points, above the annual line, with a change of 0.50% [1] - The total trading volume of A-shares reached 1,905.21 billion yuan [1] Stocks Breaking Annual Line - A total of 27 A-shares have surpassed the annual line today, with notable stocks including Desay SV, Wanli Stone, and *ST Guohua, showing divergence rates of 4.85%, 4.59%, and 4.49% respectively [1] - Stocks with smaller divergence rates that just crossed the annual line include China CNR, Ninghu Expressway, and Huatian Technology [1] Top Divergence Rate Stocks - The top three stocks with the highest divergence rates are: - Desay SV (7.44% increase, 4.72% turnover rate, latest price 113.91 yuan, divergence rate 4.85%) [1] - Wanli Stone (4.93% increase, 5.82% turnover rate, latest price 31.30 yuan, divergence rate 4.59%) [1] - *ST Guohua (4.97% increase, 2.12% turnover rate, latest price 8.87 yuan, divergence rate 4.49%) [1] Additional Stocks with Notable Performance - Other stocks with significant performance include: - Kairun Co., Ltd. (4.82% increase, 4.94% turnover rate, latest price 22.40 yuan, divergence rate 4.08%) [1] - *ST Qingyan (3.39% increase, 4.36% turnover rate, latest price 14.64 yuan, divergence rate 3.05%) [1] - Huai Bei Mining (2.80% increase, 1.18% turnover rate, latest price 13.24 yuan, divergence rate 2.41%) [1]

Group 1 - Multiple listed companies have proposed share buybacks to bolster market confidence [1][2][3] - Yifan Pharmaceutical plans to repurchase shares at a price not exceeding 20.57 CNY per share, with a total buyback amount between 30 million CNY and 50 million CNY [1] - Ruilian New Materials intends to buy back shares with a total amount between 50 million CNY and 80 million CNY, at a price not exceeding 51 CNY per share [1] - Kairda plans to repurchase shares with a total amount between 50 million CNY and 60 million CNY, with a price cap based on the average trading price [2] - Sike Rui proposes a buyback with a total amount between 30 million CNY and 50 million CNY, at a price not exceeding 80 CNY per share [2] - Longxin Zhongke also plans a buyback with a total amount between 30 million CNY and 50 million CNY, at a price not exceeding 128 CNY per share [2] Group 2 - Biyi Micro plans to repurchase shares with a total amount between 42 million CNY and 84 million CNY, at a price not exceeding 78 CNY per share [3] - Dongjian Technology's major shareholder plans to increase holdings between 10 million CNY and 20 million CNY without a price range [3] - Bangjie shares have adjusted their planned increase in holdings from 30 million CNY to 60 million CNY to a new range of 35 million CNY to 70 million CNY [3] Group 3 - The effectiveness of these buyback and increase plans in attracting investor interest remains uncertain, as seen with Dongjian Technology's recent share reduction plans [4] - Dongjian Technology's shareholders have previously reduced their holdings by 6.15 million shares, representing 1.46% of total shares, and have announced new reduction plans [4]

Core Insights - New Unisplendour Group and Hantu Technology have recently formed a strategic partnership to create a globally competitive printer brand [1] - The collaboration aims to leverage Unisplendour's supply chain and brand resources alongside Hantu's expertise in printing technology [1] Product Launch - Ten new laser printers were launched, all utilizing domestically produced Loongson printing control chips [1] - The UNI P226L and UNI P228L black-and-white laser printers feature the new Loongson 2P0300 chip, which operates at a frequency of 1.2GHz and is cost-effective for small laser printers [1] - The product lineup includes commercial and security series, with the commercial series featuring models like UNI P226L (22 PPM) and UNI P356DNL (35 PPM) [1] Flagship Product - The flagship product is the Unisplendour laser multifunction printer UNI A406DNL, which has a single-sided printing speed of 40 pages per minute for A4 paper and 65 pages per minute for A5 [2] - It features a unique dual paper path design, achieving a 90% efficiency in double-sided printing and a first-page print response time of less than 4 seconds [2] - The printer is the first among domestic brands to meet the national一级能效标准 (Grade 1 Energy Efficiency Standard) [2] AI Integration - Unisplendour Hantu has introduced the "Unihannto AI Intelligent Platform" to enhance printer functionality with artificial intelligence [2] - For the government sector, a "Dedicated Document Assistant" has been launched, which offers features like out-of-the-box usability and data physical isolation [2] - In the education sector, the K12 intelligent grading machine can process up to 100 sheets at once, utilizing AI for exam paper grading and note removal without external devices [2] Future Plans - The company aims to continue investing in core technology research and collaborate with Loongson to develop the next generation of domestic printing chips [2] - The goal is to provide users with "genuine domestic, Chinese chips, high performance, and good brand" printing products [2]