如果您希望可以时常见面，欢迎标星收藏哦~ 2010年5月，加州大学伯克利分校的学生安德鲁·沃特曼（Andrew Waterman）给他的教授们 发了一封电子邮件。在为一个为期三个月的项目试用了几个月不同的教学方法后，他得出了 一个结论： 他们应该让濒临死亡的微处理器架构DEC Alpha复活。 "我看不出我们能创造出什么新东西，"沃特曼说。"这跟ISA设计无关——这本身就是一项激 发智力、富有创造力且技术性的任务。但要开发编译器、操作系统，移植一大堆软件？我认 为这是一项耗资数十亿美元的工程，远远超出了少数学者的理解范围。" 然而，对于克尔斯特·阿萨诺维奇（Krste Asanović ）教授来说，原则高于偏好：现有的任何ISA 都无法满足他们的需求。"在我看来，别无选择，"阿萨诺维奇说。"Alpha速度很快，但架构上存 在很多问题。我不想要那些包袱。" Asanović 推测，该团队在令人望而却步的商业 ISA 和限制较少但存在缺陷或正在衰落的 ISA 之 间徘徊了太久。摩尔定律正在放缓，登纳德缩放定律即将终结，这要求专业化、定制化和并行化。 为此，他们需要一个全新的开始。 Asanović、Waterma ...

01 研修背景 随着PA66关键原料己二腈国产化全面投产以及高温尼龙、长链尼龙等特种材料的合成技术突 破，中国尼龙产业正加速向高端化、低碳化转型。与此同时，新能源汽车、电子电气、低空经 济、具身智能机器人等新兴场景对尼龙材料的耐高压、轻量化、阻燃等性能提出更高要求，同时 为尼龙改性配方设计、工艺优化及助剂产业带来了巨大的机遇和挑战。 在此背景下，DT新材料延续前七期的精彩， 将于 2025年7月4-5日 在 宁波 举办《尼龙改性及高 性能化加工技术》高级研修班（第八期）。 本次研修从大家关注的 高温尼龙、高性能助剂、改 性加工技术、创新配方设计、螺杆组合设计 等生产难题出发 ，为大家邀请到相关细分领域拥有 多年实战经验的行业专家，分享尼龙改性及高性能化加工技术的创新思路和实战经验，促进企业 的技术创新和产品质量提升。 02 研修组织 主办单位：DT新材料 协办单位：宁波德泰中研信息科技有限公司 03 研修大纲 7月4日（周五） 9:00-10:30 主题：高 温尼龙树脂的特性及改性对应 讲师：朱俊 上海北冈新材料有限公司副总经理 课程内容： 高温尼龙树脂 的改性路径如何设计？典型改性配方与工艺如何匹配？ 玻纤 ...

Market Overview - The high-performance glass products market is categorized into various types, including low-emission glass and solar control glass, with significant growth expected from 2020 to 2031 [3][4]. - The market is projected to see substantial revenue growth across different applications, such as commercial, residential, and industrial buildings [3][4]. Industry Development Status - The overall development of the high-performance glass products industry is characterized by increasing demand and technological advancements [4][8]. - Key factors influencing the industry include favorable conditions such as energy efficiency and sustainability, alongside challenges like high production costs [4][8]. Supply and Demand Forecast - Global supply and demand for high-performance glass products are expected to grow significantly from 2020 to 2031, with detailed forecasts on production capacity, output, and utilization rates [4][20]. - China's production capacity and output are projected to account for a significant share of the global market, indicating its growing influence [4][20]. Regional Analysis - The market analysis reveals varying growth trends across major regions, including North America, Europe, and the Asia-Pacific, with specific revenue and volume forecasts for each region [5][21]. - The Asia-Pacific region, particularly China, is anticipated to dominate both production and consumption of high-performance glass products by 2031 [5][21]. Competitive Landscape - The competitive landscape of the high-performance glass market includes major players with significant market shares, production capacities, and revenue rankings [6][7]. - The industry is characterized by a mix of established companies and emerging players, with ongoing innovations and product developments shaping the competitive dynamics [6][7]. Product Type Analysis - Different product types within the high-performance glass segment are expected to experience varied growth rates, with detailed sales and revenue projections provided for each category [5][13]. - The analysis includes market share assessments for each product type, highlighting the competitive positioning of key players [5][13]. Application Analysis - The demand for high-performance glass products across various applications is projected to grow, with specific forecasts for sales and revenue in commercial, residential, and industrial sectors [6][15]. - The report emphasizes the importance of application-specific trends in driving market growth and shaping product development strategies [6][15]. Industry Trends and Drivers - Key trends driving the high-performance glass industry include advancements in technology, increasing environmental regulations, and a growing focus on energy-efficient building materials [8][20]. - The industry is also influenced by government policies and regulations aimed at promoting sustainable practices and reducing carbon footprints [8][20].

01 研修背景 随着PA66关键原料己二腈国产化全面投产以及高温尼龙、长链尼龙等特种材料的合成技术突 破，中国尼龙产业正加速向高端化、低碳化转型。与此同时 ，新能源汽车、电子电气、低空经 济、具身智能机器人等新兴场景对尼龙材料的耐高压、轻量化、阻燃等性能提出更高要求，同时 为尼龙改性配方设计、工艺优化及助剂产业带来了巨大的机遇和挑战。 在此背景下，DT新材料延续前七期的精彩，将于 2025年7月4-5日 在 宁波 举办《尼龙改性及高 性能化加工技术》高级研修班（第八期） 。本次研修从大家关注的 高温尼龙、高性能助剂、改 性加工技术、创新配方设计、螺杆组合设计 等生产难题出发 ，为大家邀请到相关细分领域拥有 多年实战经验的行业专家，分享尼龙改性及高性能化加工技术的创新思路和实战经验，促进企业 的技术创新和产品质量提升。 02 研修组织 主办单位：DT新材料 协办单位：宁波德泰中研信息科技有限公司 03 研修大纲 | 84间 | 主题 | 报告人 | 单位 | | --- | --- | --- | --- | | 9:00-10:30 | 高温尼加家性工艺 | 李鸣峰 | 元月期間間部分 | | | 1. 同向 ...

Core Viewpoint - The company BERSHIHE is preparing for its IPO on the Hong Kong Stock Exchange, aiming to become the leading domestic high-performance outdoor lifestyle brand in China, challenging established international brands like Arc'teryx [1][5]. Company Overview - Founded in 2012 by Liu Zhen and Hua Jingling, BERSHIHE has focused on the outdoor apparel market, leveraging a self-developed technology system called PT-China to enhance its product offerings [2][3]. - The brand has achieved a net profit margin of 17.2% in 2024, significantly higher than the 4.5% margin of its competitor Amer Sports, the parent company of Arc'teryx [1][5]. Market Positioning - BERSHIHE offers products at approximately one-third the price of Arc'teryx while maintaining over 90% performance overlap, effectively breaking the technical monopoly of international brands in the outdoor jacket sector [1][3]. - The average price of BERSHIHE's products is around 500 yuan, compared to thousands for Arc'teryx, making it an attractive option for consumers [3][5]. Growth and Performance - From 2022 to 2024, BERSHIHE's adjusted net profit surged from 27.6 million yuan to over 300 million yuan, with a compound annual growth rate in sales of 127.4%, marking it as the fastest-growing high-performance outdoor apparel brand in mainland China [5][6]. - The brand's successful marketing strategy has allowed it to capitalize on the post-pandemic outdoor sports boom, significantly increasing its visibility and sales [5][6]. Challenges and Controversies - BERSHIHE faces criticism regarding its brand name, which is associated with a historical figure known for looting cultural artifacts, leading to negative public perception [7][9]. - The company has a high marketing expenditure, with marketing costs significantly outpacing research and development expenses, raising questions about its long-term sustainability [10][12]. - Despite its current success, BERSHIHE must navigate intense competition in the outdoor apparel market, where many brands offer similar products, making differentiation challenging [16][18]. Future Outlook - The company needs to diversify its product offerings beyond jackets to sustain growth, as its revenue is heavily reliant on its classic jacket line [20][21]. - BERSHIHE's ability to maintain its growth trajectory amid potential market saturation and increased competition will be critical as it approaches its IPO [18][22].

Core Insights - The article highlights the rapid growth of the domestic outdoor brand, Berghaus, which is capitalizing on the outdoor sports trend in China, with a significant increase in revenue and net profit forecasted from 2022 to 2024 [1][6] Company Performance - Berghaus's revenue is projected to soar from 379 million yuan to 1.766 billion yuan between 2022 and 2024, with an adjusted net profit CAGR of 232%, making it one of the fastest-growing brands in the industry [1] - The company has been recognized as the "King of Material" in the domestic outdoor apparel market due to its focus on high-quality materials and technology [1] Market Context - The high-performance outdoor apparel market in China is expected to reach 102.7 billion yuan in 2024, with a CAGR of 13.8%, and is projected to exceed 215.8 billion yuan by 2029 [1] - Berghaus's IPO is seen as a strategic move to become the first stock representing high-performance outdoor lifestyles in China [1] R&D and Innovation - Berghaus has established a proprietary technology platform, PT-China, to enhance product performance and has registered 45 patents by the end of 2024 [2][4] - The company has developed the Storm Breath technology for jackets, achieving high waterproof standards while maintaining breathability, positioning its products competitively against international brands [2] Collaborations and Partnerships - Berghaus has formed partnerships with universities and leading material suppliers to foster innovation and enhance product development [3] - Collaborations include establishing a functional technology innovation application base with Donghua University and a research lab with Beijing Institute of Fashion Technology [3] Investment and Funding - The company has significantly increased its R&D expenditure from 13.56 million yuan in 2022 to 31.46 million yuan in 2024, with a R&D expense ratio of 3.6% in 2022 [4] - Berghaus has attracted investments from notable firms, including Tencent, which invested 300 million yuan in 2025, indicating strong market confidence [5][6] Recognition and Awards - Berghaus has received multiple international design awards, including the Asia Outdoor Equipment Award, and has been recognized as a pioneer in down jackets in China [5] - The brand's innovative capabilities have garnered attention from domestic investment institutions, further solidifying its market position [5][6]

【机构龙虎榜解读】PEEK材料+氟化工+业绩增长,锚定高 性能轻量化材料需求,已布局有5000吨PEEK核心中间体产 能,3万吨电子级氢氟酸正处于试生产阶段,这家公司获净 si 电报解读 2025.05.19 18:17 星期一 一、盘面向达 市场全天震荡调整,三大指数涨跌不一。大小指数走势分化,微盘股指数涨超2%再创新高。沪深两市全天成交额1.09万亿,较 上个交易日缩量30.7亿。盘面上,市场热点较为杂乱,个股涨多跌少,全市场超3500只个股上涨,逾百股涨超8%。高位股继续 获资金追捧,中毅达等多股涨停。从板块来看,并购盘组及ST股集体大涨,光智科技等多股涨停。港口航运股再度走强,南京 港等涨停。大消费股展开反弹,食品、美容、宠物等方向走强,巴比食品等涨停。下跌方面,机器人概念股迎来调整,龙溪股份 等多股跌超5%。板块方面，港口、ST板块、并购重组、食品等板块涨幅居前，人形机器人、小金属、白酒、保险等板块跌幅居 削。 二、机构动向 据2025年4月3日机构调研,公司预计2025年将有7项重要临床数据读出,包括608项目强直性脊柱炎川期、611项目青少年中重度 AD II期等，其中613项目急性痛风性关节炎 ...

Core Viewpoint - Lianrui New Materials (688300.SH), a leader in silicon micro powder, is increasing its production capacity by issuing convertible bonds to raise up to 720 million yuan for key projects and working capital [1][2][4]. Group 1: Fundraising and Investment Projects - The company plans to issue convertible bonds to raise a total of no more than 720 million yuan, which will be allocated to three main projects: 270 million yuan for ultra-pure spherical powder materials for high-performance substrates, 250 million yuan for high-thermal-conductivity spherical powder materials, and 200 million yuan for working capital [2][4]. - The ultra-pure spherical powder materials project has a total investment of 423 million yuan, while the high-thermal-conductivity spherical powder materials project has a total investment of 388 million yuan [2][3]. Group 2: Financial Performance - In Q1 2025, the company achieved revenue of 239 million yuan, a year-on-year increase of 18%, and a net profit of 63.04 million yuan, up 21.99% [1][6]. - For the year 2024, the company reported a record revenue of 960 million yuan, a 34.94% increase, and a net profit of 251 million yuan, up 44.47% [6][7]. - The gross profit margin for Q1 2025 was 40.62%, showing a steady increase from previous years [1][7]. Group 3: R&D and Market Position - The company has invested 160 million yuan in R&D over the past four years, emphasizing the importance of technology in its operations [5][7]. - Lianrui New Materials has developed core technologies in advanced functional inorganic non-metallic powder materials, holding 132 intellectual property rights, including 64 invention patents [7]. - The company has maintained a stable gross profit margin, with figures of 39.20%, 39.26%, 40.38%, and 40.62% from 2022 to Q1 2025 [7].

今天，老黄在Computex 2025大会上，发表了一场长达两小时的主题演讲。 一开始老黄回顾了Nvidia 的发展历程，从专注于GPU，到2006年推出CUDA，再到AI基础设施巨 头，其实这场演讲中提到的很多产品之前就推出了，只是在这场演讲中又提到了一些细节。 在这次的演讲中，最吸引我的还是NVLink Fusion。这篇文章就分析一下这个技术。 进入正文之前，先扯点别的。 老黄确实非常会演讲，当听到上面这段话的时候，真心佩服老黄。把英伟达带到了这样一个高度。 可以说如果没有英伟达，AI的发展进程不会有这么快。 但也不知为什么，耳边还是会经常响起Linus的那句：Fuck Nvidia. GB300计划在Q3推出，该芯片推理性能提升 1.5 倍、HBM内存提升 1.5 倍、网络带宽提升 2 倍， 并与上一代保持物理兼容性，实现100%液冷。 CES上提及的Project DIGITS的个人AI计算机DGX Spark已全面投产，老黄表示每个人都可以在圣 诞节拥有一台。 RTX Pro 企业 AI 服务器，支持传统x86、Hypervisor、Windows 等 IT 工作负载----笔者对这个产 品一直都 ...

证券代码：836077 证券简称：吉林碳谷 公告编号：2025-056 二、 投资者关系活动情况 活动时间：2025 年 5 月 16 日 活动地点：全景网"投资者关系互动平台"（http://ir.p5w.net） 参会单位及人员：通过网络方式参加本活动的投资者 上市公司接待人员：公司总经理李凯先生、吉林碳谷董事会秘书、财务总监 卢贵君先生、保荐代表人赵明女士 吉林碳谷碳纤维股份有限公司 投资者关系活动记录表 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、 投资者关系活动类别 □特定对象调研 √业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 □其他 回复：感谢您的关注，公司高性能碳纤维原丝项目一期目前处于试生产调试 状态下，投产后预计公司产能将得到提升，可以更好的满足下游市场需求。高性 能主要指碳纤维原丝碳化后性能可达到T800 及以上。 2、请问公司产品广泛应用于军工、航天航空、风电、高端装备等多个领域， 不同领域对产品的需求和标准差异较大，公司如何平衡各领域的产品 ...