Core Viewpoint - Multiple A-share companies announced positive developments on December 15, indicating significant progress in various sectors, including AI chips, carbon fiber production, robotics, and international project contracts [1]. Group 1: GPU Industry - Jingjia Micro announced that its subsidiary Chengheng Micro has successfully completed key stages of its edge AI SoC chip CH37 series, including tape-out, packaging, and testing, marking a significant breakthrough [2][3]. - The CH37 series chip provides a peak AI computing power of 64 TOPS@INT8, supporting high-demand applications in robotics, AI boxes, smart terminals, and drones [2]. - The chip is designed for flexible precision computing, ensuring both inference efficiency and algorithm development flexibility [3]. Group 2: Carbon Fiber Production - Heshun Technology reported that its subsidiary successfully completed the carbonization stage of its 350-ton M-grade carbon fiber project, achieving international advanced performance standards [6]. - This milestone is crucial for the company's carbon fiber industry chain layout and strengthens its core competitive advantages [6]. Group 3: Robotics Sector - Moulding Technology signed a procurement framework agreement with a domestic robotics company, receiving a small batch order for humanoid robot outer covers, marking a key entry into the humanoid robotics market [6][7]. - This order signifies recognition of the company's manufacturing processes and quality assurance systems, laying the groundwork for expanding its customer base in the robotics sector [7]. Group 4: International Projects - Shudao Equipment won a bid for the Rumuji natural gas liquefaction facility project in Nigeria, with a contract value of $64.86 million (approximately 458 million RMB), representing 53.13% of the company's audited revenue for the 2024 fiscal year [7]. - This project marks the company's first large-scale LNG facility project in Africa, enhancing its international strategy and brand influence in the global natural gas liquefaction sector [7]. - Shenghui Integration's subsidiary Acter won a project order in Thailand worth approximately 432 million RMB, contributing positively to the company's overseas business development [8]. Group 5: Pharmaceutical Sector - Changchun High-tech's subsidiary signed an exclusive licensing agreement for the GenSci098 injection project, potentially earning up to $1.365 billion in milestone payments, which aligns with the company's global development strategy [9].

景嘉微表示，诚恒微CH37系列的顺利点亮，是公司与诚恒微集中优势资源、协同推进核心技术自主研发与产业化落地的重要成果。这不仅将进一步丰富公 司和诚恒微的产品线与核心技术储备，更有助于拓宽产品应用场景，服务更广泛的客户领域。 在当前人工智能向边端侧加速渗透的产业浪潮下，诚恒微CH37系列的突破，被视为景嘉微深化"GPU+边端侧AISoC芯片"产品矩阵、响应国家科技自立自强 战略的关键一步。该芯片旨在为具身智能、边缘计算等前沿应用提供高能效、自主可控的算力引擎。 强劲AI算力：提供高达64TOPS@INT8的峰值AI算力，为复杂的视觉识别与多模态感知模型在设备端侧实时运行提供了充沛动力。 灵活高效处理：支持混合精度计算，兼顾了算法开发的灵活性与推理效率；同时具备高实时性与低延迟特性，确保快速精准的决策执行。 多传感融合优化：芯片架构专为多传感器（如视觉、雷达）融合场景深度优化，能高效协同处理多元数据，构建统一的实时环境感知能力。 12月15日，景嘉微发布公告称，公司控股子公司无锡诚恒微电子有限公司（以下简称"诚恒微"）自主研发的边端侧AISoC芯片CH37系列，已顺利完成流 片、封装、回片及成功点亮等全部关键流程 ...

格隆汇12月15日丨景嘉微(300474.SZ)公布，控股子公司无锡诚恒微电子有限公司（简称"诚恒微"）自主 研发的边端侧AI SoC 芯片CH37系列，目前已顺利完成流片、封装、回片及点亮等关键阶段工作。芯片 点亮后，经测试，其基本功能与核心性能指标（包括算力效率、模块协同及稳定性等）均已达到设计要 求，标志着该项目取得阶段性突破。后续，诚恒微将加快推进芯片的功耗优化与全面性能测试，确保产 品早日具备量产条件。 为积极响应国家推动高水平科技自立自强和自主可控的战略号召，公司和诚恒微正大力推动核心技术的 自主研发与产业化落地，集中优势资源，充分发挥协同效应，拓宽产品应用场景并拓展服务客户领域， 持续优化以"GPU+边端侧AISoC 芯片"为核心的产品矩阵，提升在智能算力领域的核心竞争力与市场影 响力。通过不断推进芯片迭代优化和生态体系建设，加快在具身智能、边缘计算等前沿场景的实际应 用，助力构建安全可控的国产化算力底座。诚恒微 AI SoC 芯片 CH37 系列的阶段性突破，将进一步丰 富公司及诚恒微产品线和核心技术储备，有利于增强公司核心竞争力，巩固公司在相关领域的市场竞争 力与市场占有率，对公司长期发展战 ...

据港交所12月14日披露，广州广合科技（001389）股份有限公司(简称：广合科技)递表港交所主板，中信证券、汇丰 为其联席保荐人。 | [編纂]的[編纂]數目 | | : [編纂]股H股(視乎[編纂]行使與否而定) | | --- | --- | --- | | [編纂]數目 | .. | [编纂]股H股(可予[編纂]) | | [編纂]數目 | .. | [編纂]股H股(可予[編纂]及視乎 | | | | [編纂]行使與否而定) | | 最高[編纂] | .. | 每股[編纂][編纂]港元,另加1%經紀佣金、 | | | | 0.0027%證監會交易徵費、0.00565% | | | | 聯交所交易費及0.00015%會財局交易徵費 | | | | (須於申請時以港元繳足,多繳款項可予 | | | | 狠還) | | 直信 | : : | 每股H股人民幣1.00元 | | [编纂] * [编纂] | | | 招股书显示，广合科技(001389.SZ)致力于制造算力服务器关键部件PCB，主要从事研发、生产及销售应用于算力服务 器及其他算力场景的定制化PCB。 根据弗若斯特沙利文的资料，以2022年至2024 ...

芯原股份 20251214 摘要 芯原以 2000 万元注册资本和 3.5 亿元现金获得竹电半导体 2.11%股份， 共同投资方包括大基金三期等知名机构。投资后，芯原持股 40%成第一 大股东，取得控制权，强化视觉处理技术优势，提升端侧和云侧 AI 芯片 市场竞争力。 终止对新莱的并购，但芯原仍将强化在 RISC-V 领域的布局，并保持与 新莱的合作关系，同时扩大与其他 RISC-V IP 供应商的合作，以推动该 领域的发展，战略目标未变。 2025 年第三次降息是自 2024 年 9 月以来的第六次降息，为行业带来 利好，但未来一年内可能出现加息，企业需做好准备，关注日本货币政 策调整，预计 2026 年市场环境将继续向好。 与谷歌合作开源 Coral NPU 项目（0.27B 参数），旨在推动生态系统发 展，为开发者提供免费资源，采用 RISC-V 架构，吸引更多客户并促进 技术普及，商业支持由 Verisign 提供。 高通收购 RISC-V 高性能公司表明 RISC-V 产业前景广阔，芯原仍致力于 推动 RISC-V 发展，相信该架构将在未来取得更大市场份额，与高通和 三星的 ARM 客户关系不受影响 ...

二、行业发展历程 内容概况：当前，中国刀片式服务器行业正处在由技术升级、市场应用深化和供应链自主化等多重力量 共同驱动的关键发展窗口期，整体呈现出"市场规模持续扩张与产业链国产化进程加速"的双轨并行特 征。2024年，中国刀片式服务器行业市场规模约为150.7亿元，同比增长2.8%。这一增长不仅得益于云 计算、人工智能等下游需求对高密度算力基础设施的强劲拉动，也反映了国产CPU、操作系统等关键技 术的成熟与渗透。在政策引导和市场需求的双轮驱动下，国内刀片服务器产业正加速从依赖国际品牌向 自主可控的生态体系演进，头部企业通过技术创新与生态整合不断提升市场竞争力，未来有望在高端市 场与国际巨头展开更深入的角逐。 相关上市企业：紫光股份（000938）、曙光股份（603019）、浪潮信息（000977）、联想集团 （00992） 相关企业：宝山钢铁股份有限公司、抚顺特殊钢股份有限公司、中芯国际集成电路制造有限公司、中微 半导体设备（上海）股份有限公司、北方华创科技集团股份有限公司、海光信息技术股份有限公司、龙 芯中科技术股份有限公司、鹏鼎控股（深圳）股份有限公司、健鼎（无锡）电子有限公司、立讯精密工 业股份有限公司 ...

Core Viewpoint - The company focuses on providing one-stop services for thermal simulation, design, manufacturing, and testing, aiming to create customized thermal solutions and reliable thermal products [1] Group 1: Company Overview - The company’s main products include liquid cooling modules, liquid cooling plates, and air cooling modules, along with self-manufactured components such as heat pipes and vapor chambers [1] - The thermal segment's revenue currently constitutes a relatively small proportion of the company's total revenue [1] Group 2: Industry Application - The company's thermal products have been applied in edge computing servers and energy storage sectors [1]

芬兰国家技术研究中心日前发布公报说，由该中心牵头的欧洲科研团队受人类视觉启发，开发了一款高 能效机器视觉系统，可使智能机器人、无人机等设备在震后救援等任务中独立运行，无需持续的网络连 接或笨重的电池支持。据介绍，该项目名为多光谱嵌入式低功耗神经计算智能视觉系统，于2021年启 动，目前接近完成。项目将模拟人脑信息处理方式的神经形态计算与半导体技术相结合，目标是让终端 设备不必持续把数据上传云端或超级计算机，而是在数据产生之处就地处理并快速作出判断，即实 现"边缘计算"。 ...

Core Insights - The article discusses the increasing trend of smart city development in China, with 100% of sub-provincial cities, over 95% of prefecture-level cities, and more than 50% of county-level cities proposing the construction of new smart cities by the end of 2019 [1][3][15] - The demand for visual AI analysis is growing due to the increasing amount of video data in urban management and services, necessitating higher professional standards in visual AI [1][3][15] Group 1: Smart City Development - By the end of 2019, 32 major cities in China established dedicated big data management agencies for smart city construction [3][15] - The shift towards intelligent urban management and services has been supported by various policies and regulations since 2012 [3][15] Group 2: Hybrid Cloud Visual AI Appliance - The "Hybrid Cloud Visual AI Appliance" (Apsara Stack Appliance) is designed for edge computing scenarios, providing an integrated hardware and software solution that enhances system availability and operational efficiency [3][4][15] - This appliance targets urban transportation and services, featuring a unified IaaS foundation and built-in visual AI PaaS components, such as video gateways and visual algorithm scheduling engines [4][16] Group 3: Product Specifications - The "Hybrid Cloud Visual AI Appliance" offers four main specifications: dense computing type, computing storage type, NPU-enhanced type, and embedded array, with the NPU-enhanced type utilizing Alibaba's self-developed chip, the Hanguang 800, significantly boosting video analysis capabilities [5][29] - The embedded array is designed for human-machine coexistence, reducing power consumption and noise, making it suitable for office environments [5][29] Group 4: Unified Management and Performance - The appliance employs a hybrid cloud unified base, facilitating integrated management of PaaS and IaaS, and is aligned with cloud-native solutions to drive continuous business upgrades [6][30] - The self-developed NPU chip enhances hardware performance by 60%, and the rapid vector comparison algorithm allows for quick retrieval from large databases [9][33] Group 5: Intelligent Analysis and Applications - The appliance includes over 100 visual AI algorithms developed by the Damo Academy, providing comprehensive, real-time intelligent analysis capabilities [11][35] - It addresses challenges such as the high bandwidth and infrastructure demands of large-scale video data, and is applicable in various scenarios including traffic management, safety production, and housing construction [11][35]

在2025年的十一月，移动互联网已不再是简单的技术革新，而是全球商业生态的核心引擎。想象一下， 一个庞大的数字海洋中，无数应用品牌如巨轮般航行，争夺着用户的注意力和市场份额。这些品牌，从 社交媒体到电子商务，从娱乐到生产力工具，它们的竞争不再仅仅依赖广告轰炸或价格优势，而是深植 于核心技术的土壤中。本文将聚焦于"2025年11月移动互联网应用品牌竞争力排行"，通过对核心技术的 深入解析，揭示品牌如何在数据洪流中脱颖而出，构建可持续的竞争力。移动互联网的规模令人惊叹， 截至2025年，全球移动应用用户已超过50亿，而品牌间的差距在技术驱动下被不断拉大。本文将从核心 技术的角度，剖析这一竞争格局，带领读者进入一个充满创新与挑战的数字世界。 核心技术：品牌竞争力的基石 移动互联网应用的品牌竞争力，很大程度上取决于其背后的核心技术。2025年，技术的迭代速度比以往 更快，品牌若不能跟上这一浪潮，便可能在竞争中被淘汰。核心技术包括人工智能、大数据分析、云计 算、5G网络和边缘计算等。这些技术不仅仅是工具，更是品牌构建差异化的关键。 以人工智能（AI）为例，它已成为移动应用的"大脑"。在2025年，AI技术在个性化推荐、 ...