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从工行30亿订单,看懂信创替代核心逻辑
傅里叶的猫· 2025-10-10 10:00
前几天我们发过一个国产算力替代的视频,里面分析了海光的优势,这篇文章我们来聊聊信创替代 的核心逻辑。 最具代表性的如C86路线,近期接连拿下各大行采购订单主流份额,市场总占比几乎达到60%以上, 被视为金融信创市场的"必选项"。有信创专家调研指出,金融国产化部署模式已相对成熟,头部用 户正在有选择性的加注优势技术路线布局,进一步加快整体落地节奏。 金融用户的"有的放矢",源于信创工作伊始的"试点验证"阶段。 2020年8月,金融信创一期试点启动,首批47家机构入围,要求信创基础软硬件采购额,占到其IT外 采的5-8%。次年5月,二期试点工作迅速开展,试点机构也扩容至198家,并要求试点单位信创投入 不低于全年IT支出的15%。 直到2023年,金融信创进入全面推广期,不仅标志着试点验证工作告一段落,同时也对国产软硬件 完成了一次实战摸排。其中,以海光芯片为代表的核心硬件产品快速进入主流用户视野,在部分金 融核心业务场景中建立领先优势。 比如在人民银行某分行信创改造工作中,该行国库集中支付电子化平台基于海光C86计算底座,实现 了地方财政部门、预算单位以及人民银行分支机构、国库业务代理银行间流程数据的实时传输, ...
普联软件可转债发行申请成功过会 募资不超2.43亿元加码主业
Quan Jing Wang· 2025-09-25 13:33
聚焦大型集团客户,发挥集团管控业务竞争优势,以定制软件方式拓展大型集团客户市场,采用长期服 务策略持续扩展业务领域。针对已有大型集团客户,公司努力抓住技术进步和管理变革带来的新机遇, 推动新模式和新技术与客户业务实践的深度融合,持续提供原有系统升级服务,不断拓展新的业务领域 和其分子公司业务。 聚焦优势业务领域,以专业化产品和服务拓展客户。公司在集团司库管理、智能财务共享、XBRL数据 应用等传统细分领域具备较强的竞争优势,同时顺应数字化、智能化和信创国产化的机遇,公司在符合 信创标准的ERP等方面积极投入。聚焦上述细分领域,组建专业产品研发团队和销售团队进行产品研发 和市场拓展,通过口碑营销、市场活动、媒体宣传等形式进行市场推广。 9月25日,普联软件股份有限公司(股票代码:300996,股票简称:普联软件)可转债发行申请成功过 会。 作为一家专注为大型集团企业提供信息化方案及IT综合服务的企业,普联软件经过二十余年的沉淀与积 累,通过持续的管理创新与新技术研究应用,形成了突出的信息化综合服务能力,主营业务涵盖解决方 案、咨询与服务、应用软件产品、平台软件产品、软件定制开发等多个方面。 近年来,公司顺应国家 ...
国产数据库群雄逐鹿,谁是下一个中国“甲骨文”?
3 6 Ke· 2025-09-23 00:04
Core Insights - The emergence of generative AI is seen as a transformative phase akin to the Fourth Industrial Revolution, significantly impacting various industries, including the database sector [2] - Oracle's stock surged by 36% on September 10, 2025, leading to a market capitalization increase of over $240 billion, attributed to a $300 billion five-year computing power procurement agreement with OpenAI [2] - The global AI server market is projected to grow from $125.1 billion in 2024 to $158.7 billion in 2025, and potentially reach $222.7 billion by 2028, indicating robust growth opportunities in the database industry [2] Industry Trends - The domestic database industry is experiencing new growth opportunities driven by both domestic substitution and the AI revolution [2] - The competition among domestic database providers has intensified, with companies like Nanda Tongyong (GBase) enhancing their product offerings to meet AI demands [4][8] - The shift from structured to unstructured data processing presents challenges for database companies, necessitating improvements in data handling capabilities [7] Company Developments - Nanda Tongyong has upgraded its core products to include vector data management, compute-storage separation, and AI Native capabilities, positioning itself to better meet enterprise needs in the AI era [4][8] - The company has established a comprehensive product line, including GBase 8s, GBase 8c, and GBase 8a, which are being applied in critical sectors such as finance, telecommunications, and energy [9] - GBase Cloud Data Warehouse (GCDW) is designed to efficiently manage and analyze massive datasets, supporting both on-premises and cloud deployments [10][11] Competitive Landscape - The domestic database market is entering a rapid growth phase, with the ability to adapt to AI becoming a critical competitive factor [13] - Nanda Tongyong aims to be the "data cornerstone of the AI era," leveraging advancements in data lake and warehouse integration, vector databases, and AI Native technologies [13][14] - The company has introduced intelligent operation and maintenance tools that significantly enhance efficiency in database management, reducing health check times and improving SQL optimization accuracy [15] Market Position - Nanda Tongyong ranks highly in various industry reports, being recognized as a leader in domestic analytical databases and independent databases [15] - The ongoing acceleration of domestic substitution and AI integration is expected to lead to a reshuffling in the database industry over the next two to three years, with product and operational capabilities being key competitive factors [15][16]
天华新能拟12.54亿元收购苏州天华时代75%股权;*ST东通将被叠加实施退市风险警示|公告精选
Mei Ri Jing Ji Xin Wen· 2025-09-12 14:29
Group 1 - Tianhua New Energy plans to acquire 75% equity of Suzhou Tianhua Times for 1.254 billion yuan, aiming to transfer lithium resource investment to the listed company and eliminate potential competition risks [1] - Wan'an Technology intends to invest 20 million yuan in Tongchuan Technology through capital increase, acquiring 2.72% equity, focusing on core components for robotics [2] - Bid Pharma shareholders plan to reduce their holdings by no more than 1% of the company's total shares within three months [3] Group 2 - Borui Data shareholders plan to reduce their holdings by no more than 5.4% of the company's total shares, with specific reductions from key personnel [4] - Tonglian Precision announces that shareholders intend to reduce their holdings by no more than 3% of the company's total shares through various trading methods [5] - Zhongchao Holdings signs a strategic cooperation agreement with Hefei Intelligent Robot Research Institute to collaborate on technology and industrial applications in robotics [6] Group 3 - Guodun Quantum plans to sign sales contracts with China Telecom Quantum Group, with expected amounts of 12.144 million yuan and 63.054 million yuan for different projects [7] - Jingjiawei signs a strategic cooperation agreement with Anchaoyun, ensuring compatibility between its GPU products and Anchaoyun's software, supporting high-performance cloud desktop solutions [8] - *ST Dongtong faces potential forced delisting due to significant violations, with stock risk warnings implemented following regulatory actions [9]
景嘉微(300474.SZ):与安超云签署战略合作协议
Ge Long Hui A P P· 2025-09-12 11:15
Core Viewpoint - The company, Jingjia Micro (300474.SZ), has signed a strategic cooperation agreement with Anchaoyun Software Co., Ltd. to leverage their respective strengths for mutual development and to provide secure and reliable products and solutions [1] Group 1: Strategic Cooperation - The partnership aims to create a win-win, sustainable relationship through comprehensive collaboration in branding, products, and technology [1] - The cooperation will focus on providing high-performance and secure cloud desktop computing capabilities, particularly for government, state-owned enterprises, and public security sectors [1] Group 2: Product Compatibility - Jingjia Micro's GPU products are compatible with Anchaoyun's operating system ArcherOS and desktop cloud software ArcherDT, which enhances the strategic collaboration [1] - The collaboration is positioned to support the "Xinchuang" (信创) replacement strategy, emphasizing the need for high-performance and secure computing solutions [1] Group 3: Industry Focus - The partnership will concentrate on three key areas: ecosystem enhancement, industry depth, and product integration, to continuously provide secure, reliable, and high-performance "multi-core full-stack GPU cloud" solutions for the digital economy [1]
景嘉微与安超云签署战略合作协议
Zhi Tong Cai Jing· 2025-09-12 08:55
Core Viewpoint - Jingjia Micro (300474.SZ) has signed a strategic cooperation agreement with Anchaoyun Software Co., Ltd. to leverage their respective strengths for mutual benefit and sustainable development in providing secure and reliable products and solutions [1] Group 1: Strategic Cooperation - The partnership aims to integrate brand, product, and technology for a comprehensive collaboration [1] - The cooperation will focus on high-performance and secure cloud desktop computing, particularly in sectors such as government, state-owned enterprises, and public security [1] Group 2: Product Compatibility - Jingjia Micro specializes in GPU research and development, with its GPU products certified for compatibility with Anchaoyun's ArcherOS and ArcherDT software [1] - This collaboration supports the strategic planning for domestic alternatives in technology, enhancing the capabilities of the "multi-core full-stack GPU cloud" [1] Group 3: Industry Focus - The cooperation emphasizes a three-pronged approach: strengthening the ecosystem, deepening industry engagement, and integrating products [1] - The initiative aims to continuously provide secure, reliable, and high-performance solutions for the digital economy and domestic innovation [1]
景嘉微(300474.SZ)与安超云签署战略合作协议
智通财经网· 2025-09-12 08:52
智通财经APP讯,景嘉微(300474.SZ)发布公告,近日,公司与安超云软件有限公司(以下简称"安超云") 签署了《战略合作协议》,双方将整合各自优势,通过品牌、产品、技术等全方位合作,共同打造双 赢、可持续发展的战略合作伙伴关系,为用户提供安全可靠的产品及解决方案。公司深耕GPU研发领 域,公司GPU产品与安超云研发的操作系统 ArcherOS(安超超融合)和安超桌面云软件ArcherDT兼容互 换认证,本次战略合作可有效地为信创替代战略规划提供高性能、安全可控的云桌面算力底座,重点聚 焦在党政、央国企、公检法等行业和场景,通过"生态加强、行业深入、 产品融合"三位一体合作,持 续为信创和数字经济提供安全、可靠、高性能的 "多芯全栈GPU云"。 ...
景嘉微:与安超云签署了《战略合作协议》
Core Viewpoint - The company Jingjia Micro (300474) has signed a strategic cooperation agreement with Anchaoyun Software Co., Ltd. to enhance its GPU products' compatibility with Anchaoyun's operating system ArcherOS and desktop cloud software ArcherDT, focusing on providing high-performance and secure cloud desktop computing solutions for government and enterprise sectors [1] Group 1 - The strategic cooperation aims to support the "Xinchuang" (信创) replacement strategy, which emphasizes the need for domestic alternatives in technology [1] - The collaboration will particularly target industries such as government, central state-owned enterprises, and public security [1] - The partnership is expected to create a robust computing foundation that is both high-performance and controllable for cloud desktop applications [1]
景嘉微:与安超云签署战略合作协议
Mei Ri Jing Ji Xin Wen· 2025-09-12 08:41
Core Viewpoint - The strategic cooperation agreement between Jingjia Micro (300474.SZ) and Anzhao Cloud Software Co., Ltd. aims to leverage their respective strengths for mutual benefit and sustainable development [1] Group 1: Strategic Cooperation - The agreement involves comprehensive collaboration in branding, products, and technology [1] - Both companies will work together to create a high-performance, secure, and controllable cloud desktop computing foundation to support the "Xinchuang" (信创) replacement strategy [1] Group 2: Product Compatibility - Jingjia Micro's GPU products are compatible with Anzhao Cloud's operating system ArcherOS and desktop cloud software ArcherDT [1] - This compatibility is expected to enhance product development and market expansion for both companies [1] Group 3: Market Competitiveness - The partnership is designed to fully utilize the technological, resource, and market advantages of both companies [1] - The collaboration aims to develop products with strong market competitiveness, benefiting both parties [1]
广电运通上半年营收同比增长12.07% AI+业务持续落地
Core Viewpoint - Guangdian Yuntong Group Co., Ltd. reported a revenue of 5.275 billion yuan for the first half of 2025, marking a year-on-year growth of 12.07%, with a net profit attributable to shareholders of 466 million yuan, indicating a stable and improving fundamental performance [1] Group 1: Financial Performance - The company achieved an operating income of 5.275 billion yuan, reflecting a 12.07% increase year-on-year [1] - The net profit attributable to shareholders reached 466 million yuan [1] Group 2: AI and Technology Development - Guangdian Yuntong is focusing on "AI in all" strategy, emphasizing independent technological innovation and the integration of AI and automation technologies to create a differentiated competitive advantage [1] - The company invested over 500 million yuan in R&D during the first half of the year, enhancing the foundational capabilities of its Wangdao large model and developing an intelligent application development platform [1] - The AI Agent platform supports various applications, including intelligent inquiry, document writing, and health consultations, with implementations in multiple government departments and a provincial transportation group [1] Group 3: Business Empowerment - The company's AI technology is penetrating core sectors, aiding banks in digital transformation across areas such as digital operations and risk control [2] - In the AI governance sector, Guangdian Yuntong has developed products like smart city brains and public data operation platforms, contributing to urban digital governance in several regions [2] - The company is advancing its vertical scene robot layout, with ongoing projects in financial robots and inspection robots, enhancing operational efficiency and resource utilization [2] Group 4: Cross-Border Payment and International Expansion - Guangdian Yuntong is exploring opportunities in the global international payment market, focusing on cross-border RMB payment services and international innovation [3] - The relocation of its subsidiary, Zhongjin Payment, from Beijing to Guangzhou is significant, marking a major step in the establishment of a payment license in the city [3] Group 5: Intelligent Computing Products - The company’s subsidiary, Guangdian Wuzhou, is enhancing its market position in sectors like cybersecurity and meteorological services, launching the first domestic pump-driven two-phase liquid cooling server [3] - This product upgrade aims to strengthen technological leadership and support the application of "AI+" across various industries [3]