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国芯科技四名股东减持或套现4.8亿 推进半价股权激励目标2026年盈利
Chang Jiang Shang Bao· 2025-09-26 01:24
●长江商报记者 沈右荣 背负盈利压力的国芯科技(688262.SH)将遭股东清仓式减持。 9月24日晚,国芯科技披露,公司四位股东拟合计减持不超过公司4.5%的股权,其中,三位股东拟进行 清仓式减持。 股东减持,既有基金退出需要,也有个人资金需求。如果以国芯科技9月24日收盘价计算,顶格减持的 话,上述股东或可合计套现超4.8亿元。 2022年初,国芯科技通过IPO在上交所科创板挂牌上市,至今已有三年零八个月,公司承压前行。2023 年、2024年,公司连续两年亏损。2025年上半年,公司仍然未能扭亏为盈。 国芯科技主营国产自主可控嵌入式CPU技术研发和产业化应用,公司营业收入不高,而研发强度相对较 大。2025年上半年,公司研发投入占营业收入的比重达到89.47%。 国芯科技正在推进实施股权激励。根据方案,公司接近40%的员工可以半价买公司股票,考核目标是, 公司两大业务收入快速增长,且公司在2026年实现盈利。 上市满三年部分股东拟清仓 上市三年零八个月后,国芯科技的部分股东拟进行清仓式减持。 公告称,因基金退出需要,西藏泰达拟通过集中竞价交易或大宗交易的方式减持所持有的公司850万股 股份。天创保鑫、天 ...
同有科技:公司将聚焦主业,继续深耕企业级国产自主可控存储领域
Zheng Quan Ri Bao· 2025-09-25 08:09
证券日报网讯同有科技9月25日在互动平台回答投资者提问时表示,公司将聚焦主业,继续深耕企业级 国产自主可控存储领域。公司将根据后续订单情况,有序规划长沙产业园的产能。长沙产业园的投产将 有助于公司发挥规模效应,助力公司在存储生产能力、专业化软硬件研发能力、覆盖全国的售后网络体 系等方面实现全方位提升。 (文章来源:证券日报) ...
*ST仁东拟跨界投资AI芯片!自曝“签8次合作协议,7次未落地”!
Cai Jing Wang· 2025-09-25 01:29
Core Viewpoint - *ST Rendo (002647) plans to make a cross-industry investment in AI chips, aiming to enhance its competitive edge and align with national strategies for autonomous computing power [4][5]. Investment Details - The company intends to invest 100 million yuan in Shenzhen Jiangyuan Technology Co., Ltd., acquiring a 4.1427% stake post-investment [4]. - Jiangyuan Technology, established in November 2022, focuses on domestic AI chip development and has achieved successful mass production of advanced chips [4]. - The pre-investment valuation of Jiangyuan Technology is 2.1 billion yuan, reflecting a valuation increase of 1714.86% [4]. Financial Performance of Jiangyuan Technology - Jiangyuan Technology reported a projected revenue of 12.31 million yuan and a net loss of 68.54 million yuan for the first half of 2025, indicating it has not yet achieved profitability [6]. - The pre-investment valuation for Jiangyuan's previous funding rounds was 1.5 billion yuan, with a post-investment valuation of 1.86 billion yuan in January 2025, showing a 12.90% increase [6]. Strategic Intent - The company aims to diversify its business beyond its core third-party payment services, seeking opportunities in industries aligned with national policy trends [5]. - The AI chip sector is viewed as a critical area for future growth, driven by increasing demand for computing power in AI applications [5]. Historical Context and Risks - The company has a history of signing approximately eight strategic cooperation agreements over the past decade, with seven of them not materializing [6][7]. - The investment in Jiangyuan Technology is characterized as high-risk due to the company's lack of experience in startup investments and the uncertainties surrounding Jiangyuan's future operations [6][7].
阿里积极推进3800亿AI基建,机构称国产自主可控趋势已成
Mei Ri Jing Ji Xin Wen· 2025-09-24 06:11
9月24日午后,A股三大指数集体上行。盘面上,储存芯片、半导体、光刻胶等概念涨幅居前。近期热 度较高的云计算50ETF(516630)涨幅扩大至1.5%,持仓股中,神州泰岳(300002)、科大讯飞 (002230)、紫光股份(000938)、深信服(300454)、电科数字(600850)、金山办公等涨幅居前。 消息面上,9月24日,阿里集团董事兼首席执行官吴泳铭在2025云栖大会上表示,大模型是下一代操作 系统,而AI云是下一代计算机,也许未来全世界只会有5、6个超级云计算平台。目前,阿里正积极推 进3800亿的AI基础设施建设,并计划追加更大的投入。为迎接超级人工智能时代的到来,到2032年阿 里云全球数据中心的能耗规模将提升10倍。 中信证券此前指出,国产自主可控趋势已成。一方面国产AI芯片持续迭代,自主可控进展顺利,保障 了算力基础设施的持续扩张;一方面国内云厂商已展现出加速追赶北美AI厂商的决心,预计后续将有 更多云厂商跟进投入,带动国内算力重回高速增长轨道。 公开信息显示,云计算50ETF(516630)跟踪云计算指数(930851)。该指数的AI算力含量较高,覆盖 了光模块&光器件、算力租赁、 ...
世纪收购!芯片再成市场焦点,科创芯片50ETF(588750)早盘振幅超2%,单日强势吸金超1亿元!三年三代芯,AI芯片演进路线图公布
Sou Hu Cai Jing· 2025-09-19 02:46
9月19日,在海外芯片龙头重磅收购案影响下,科创芯片板块开盘大幅异动,截至9:49,科创芯片50ETF(588750)早盘宽幅异动震荡,振幅超 2%,七连涨创新高后再度冲高,现微涨0.19%。昨日ETF创新高后,资金加速涌入,科创芯片50ETF(588750)昨日强势吸金超1.2亿元! 【科创芯片50ETF(588750)标的指数前十大成分股】 | 序号 | 代码 | 名称 | 估算权車 | 涨跌幅 | | --- | --- | --- | --- | --- | | 1 | 688041 | 海光信息 | 12.23% | -1.03% | | 2 | 688981 | 中芯国际 | 9.33% | -0.09% | | 3 | 688256 | 塞武纪-U | 9.30% | -2.29% | | 4 | 688008 | 澜起科技 | 8.57% | 8.78% | | 5 | 688012 | 中微公司 | 7.18% | 2.50% | | 6 | 688521 | 芯原股份 | 3.82% | -2.40% | | 7 | 688110 | 东芯股份 | 2.29% | -2.95% | | 8 ...
佳讯飞鸿子公司第二个产品获得民用航空空中交通通信导航监视设备临时使用许可证
Zhi Tong Cai Jing· 2025-09-16 08:04
Core Viewpoint - The announcement highlights that the company's subsidiary, Beijing Jiaxun Zhihang Technology Co., Ltd., has received a temporary use license from the Civil Aviation Administration of China for its air traffic control voice communication switching system, marking a significant milestone in the company's development in the civil aviation sector [1] Group 1 - The product, VCS8800, is independently developed by the company and achieves domestic self-control, demonstrating high reliability with system availability exceeding 99.999% [1] - The acquisition of the temporary use license signifies another core product of the air traffic control system has achieved an important breakthrough, following the certification of the recorder [1] - This development enhances the company's brand image and industry position in the civil aviation field, laying a solid foundation for future product sales, deployment, and large-scale application [1] Group 2 - The strategic significance of this achievement is substantial for the long-term development of the company's civil aviation business [1]
佳讯飞鸿(300213.SZ)子公司第二个产品获得民用航空空中交通通信导航监视设备临时使用许可证
智通财经网· 2025-09-16 08:03
Core Viewpoint - The announcement highlights that the company's subsidiary, Beijing Jiaxun Zhihang Technology Co., Ltd., has received a temporary use license from the Civil Aviation Administration of China for its air traffic control voice communication switching system, marking a significant milestone in the company's product development and industry positioning [1] Group 1 - The VCS8800 voice communication switching system is independently developed by the company, achieving domestic self-control and high reliability, with system availability exceeding 99.999% [1] - The acquisition of the temporary use license signifies a major breakthrough for the company, following the certification of its recorder, enhancing its brand image and industry status in the civil aviation sector [1] - This development lays a solid foundation for future product sales, actual deployment, and large-scale application, which is strategically significant for the long-term growth of the company's civil aviation business [1]
佳讯飞鸿(300213.SZ):子公司第二个产品获得《民用航空空中交通通信导航监视设备临时使用许可证》
Ge Long Hui A P P· 2025-09-16 08:00
Core Viewpoint - The company has received a temporary usage license from the Civil Aviation Administration of China for its air traffic control voice communication switching system, marking a significant step in the development of domestic air traffic management technology [1][2] Group 1: Company Developments - The company’s subsidiary, Beijing Jiaxun Zhihang Technology Co., Ltd., has achieved a key milestone with its voice communication switching system, which is crucial for air traffic management [1] - The VCS8800 system developed by the company demonstrates high reliability, with system availability exceeding 99.999% [2] - The acquisition of the temporary usage license enhances the company's brand image and industry position in the civil aviation sector, laying a solid foundation for future product sales and deployment [2] Group 2: Industry Context - The air traffic management system is a central component for ensuring the safe and efficient operation of civil aviation, with a strategic focus on domestic control and development [1] - The industry faces a pressing need for domestically produced air traffic control equipment, particularly in meeting the extreme safety, reliability, and airworthiness requirements set by civil aviation [1] - The temporary usage license is a mandatory credential for products entering the civil aviation market, essential for obtaining formal usage licenses [1]
国产类脑大模型适配国产沐曦GPU!长序列推理提速超百倍,仅用2%数据匹敌主流模型
量子位· 2025-09-11 10:19
SpikingBrain团队 投稿 量子位 | 公众号 QbitAI 超长序列推理时的巨大开销如何降低? 中国科学院自动化所李国齐、徐波团队 发布的 类脑脉冲大模型SpikingBrain (瞬悉)-1.0 提出了新思路。 SpikingBrain借鉴大脑信息处理机制,具有线性/近线性复杂度,在超长序列上具有显著速度优势。 在GPU上1M长度下TTFT 速度相比主流大模型提升26.5x,4M长度下保守估计速度提升超过100x;在手机CPU端64k-128k-256k长度下较 Llama3.2的同规模模型Decoding速度提升4.04x-7.52x-15.39x。 SpikingBrain适配了面向 沐曦MetaX国产GPU集群 的高效训练和推理框架、Triton算子库、模型并行策略以及集群通信原语,表明了构建国 产自主可控的新型非Transformer大模型架构生态的可行性。 SpikingBrain-1.0就是这一思路下的初步尝试。 大模型时代的新视角 人脑是目前唯一已知的通用智能系统,包含约1000亿神经元和约1000万亿突触数量、具有丰富的神经元种类、不同神经元又具有丰富的内部 结构,但功耗仅20W左 ...
2025世界智能产业博览会开幕,科创板人工智能ETF(588930)小幅上涨,机构:“人工智能+”实现产业政策与科技创新共振
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-05 02:00
Group 1 - The market showed mixed performance on September 5, with the ChiNext Index rising over 1% and the Sci-Tech Innovation Board AI Index increasing by 0.22% [1] - Notable stocks in the AI sector included Aerospace Hongtu and Lanke Technology, both rising over 1%, along with other companies like Optoelectronics, Cambricon Technologies, and others [1] - The Sci-Tech Innovation Board AI ETF (588930) turned positive during trading, increasing by 0.27% with a trading volume exceeding 23 million yuan [2] Group 2 - The Sci-Tech Innovation Board AI ETF (588930) has seen net inflows in 4 out of the last 5 trading days, accumulating over 310 million yuan [2] - The index tracks 30 large-cap companies in the AI sector, reflecting the overall performance of representative AI industry stocks in the Sci-Tech Innovation Board [2] - The 2025 World Intelligent Industry Expo is set to open in Chongqing, focusing on "AI+" and "smart connected new energy vehicles," featuring over 100 new industry standards and technologies [3] Group 3 - The expo will showcase over 3,000 new products and technologies from more than 600 leading domestic and international companies [3] - The event includes five specialized sectors and will host six high-level professional competitions, providing a platform for global industry practitioners [3] - According to First Capital Securities, the AI industry is thriving due to supportive policies, continuous technological iteration, and diverse downstream demands, with a focus on advancements in domestic AI capabilities [3]