值得关注的是，滴普科技此前发布公告称，公司与沐曦股份订立战略合作协议，旨在利用双方各自的优 势及资源，在企业级大模型AI应用领域方面深化战略合作关系。根据战略合作协议，双方将根据自身 优势资源，聚焦制造、商业流通、交通、医疗等关键行业数智化需求，成立联合技术攻关团队，打造从 底层硬件算力平台到 AI级企业操作系统以及Agentic AI应用的全栈国产AI端到端解决方案。 消息面上，2月13日，恒生指数公司宣布截至2025年12月31日之恒生指数系列季度检讨结果，其中滴普 科技获纳入恒生综合指数。变动将于2026年3月6日(星期五)收市后实施并于2026年3月9日(星期一)起生 效，届时沪深交易所会相应调整港股通可投资标的范围。据中金研报，滴普科技有可能被调入港股通， 因其满足了包括市值、流动性和上市时间等在内的一系列标准。 滴普科技(01384)尾盘涨超6%，26年至今累计涨幅逾六成。截至发稿，涨5.95%，报108.7港元，成交额 9860.71万港元。 ...

滴普科技公布，于2025年12月17日，该公司与沐曦集成电路(上海)股份有限公司(沐曦股份)订立战略合 作协议，旨在利用双方各自的优势及资源，在企业级大模型AI应用领域方面深化战略合作关系。根据 战略合作协议，双方将根据自身优势资源，聚焦制造、商业流通、交通、医疗等关键行业数智化需求， 成立联合技术攻关团队，打造从底层硬件算力平台到 AI级企业操作系统以及Agentic AI应用的全栈国产 AI端到端解决方案。 2月13日，恒生指数公司宣布截至2025年12月31日之恒生指数系列季度检讨结果，其中滴普科技(01384) 获纳入恒生综合指数。变动将于2026年3月6日(星期五)收市后实施并于2026年3月9日(星期一)起生效， 届时沪深交易所会相应调整港股通可投资标的范围。据中金研报，滴普科技有可能被调入港股通，因其 满足了包括市值、流动性和上市时间等在内的一系列标准。 ...

滴普科技公布，于2025年12月17日，该公司与沐曦集成电路(上海)股份有限公司(沐曦股份)订立战略合 作协议，旨在利用双方各自的优势及资源，在企业级大模型AI应用领域方面深化战略合作关系。根据 战略合作协议，双方将根据自身优势资源，聚焦制造、商业流通、交通、医疗等关键行业数智化需求， 成立联合技术攻关团队，打造从底层硬件算力平台到 AI级企业操作系统以及Agentic AI应用的全栈国产 AI端到端解决方案。 智通财经APP获悉，2月13日，恒生指数公司宣布截至2025年12月31日之恒生指数系列季度检讨结果， 其中滴普科技(01384)获纳入恒生综合指数。变动将于2026年3月6日(星期五)收市后实施并于2026年3月9 日(星期一)起生效，届时沪深交易所会相应调整港股通可投资标的范围。据中金研报，滴普科技有可能 被调入港股通，因其满足了包括市值、流动性和上市时间等在内的一系列标准。 ...

Core Viewpoint - Dipu Technology has announced a strategic cooperation agreement with Muxi Integrated Circuit (Shanghai) Co., Ltd. to enhance collaboration in enterprise-level AI applications by leveraging each other's strengths and resources [2] Group 1: Strategic Cooperation - The agreement aims to deepen the strategic partnership in the field of AI applications for key industries such as manufacturing, commercial circulation, transportation, and healthcare [2] - A joint technical team will be established to focus on the digital intelligence needs of these industries, creating a comprehensive domestic AI end-to-end solution from hardware computing platforms to AI operating systems and Agentic AI applications [2] Group 2: Technical Support and Empowerment - Muxi will provide comprehensive technical support and empowerment to Dipu's team, offering competitive and targeted solutions [2] - The collaboration emphasizes the importance of timely and professional technical support to enhance the capabilities of Dipu Technology [2]

Core Viewpoint - Dipo Technology (01384) has entered a strategic cooperation agreement with Muxi Integrated Circuit (Shanghai) Co., Ltd. to enhance collaboration in enterprise-level AI applications, focusing on key industries such as manufacturing, commercial circulation, transportation, and healthcare [1] Group 1: Strategic Cooperation Agreement - The agreement aims to leverage the strengths and resources of both companies to deepen their strategic partnership in the AI application field [1] - A joint technical team will be established to create an end-to-end domestic AI solution, covering hardware computing platforms to AI enterprise operating systems and Agentic AI applications [1] - Muxi will provide comprehensive technical support and empower Dipo's team with competitive and targeted solutions [1] Group 2: Business Development and Goals - The cooperation is based on principles of equality, mutual benefit, resource sharing, and complementary advantages [1] - The partnership is expected to enhance business development and achieve mutual benefits, contributing to the strategic goals of the company [1]

Core Viewpoint - Dipo Technology (01384) has entered a strategic cooperation agreement with Muxi Integrated Circuit (Shanghai) Co., Ltd. to enhance collaboration in enterprise-level large model AI applications, aiming for mutual benefits and resource sharing [1] Group 1: Strategic Cooperation Agreement - The agreement is set to take effect on December 17, 2025, focusing on leveraging both companies' strengths and resources [1] - The collaboration will target key industries such as manufacturing, commercial circulation, transportation, and healthcare to meet digital intelligence demands [1] - A joint technical team will be established to create a comprehensive end-to-end domestic AI solution, ranging from hardware computing platforms to AI enterprise operating systems and Agentic AI applications [1] Group 2: Technical Support and Empowerment - Muxi will provide comprehensive technical support and empower Dipo's team with competitive and targeted solutions [1] - The partnership is based on principles of equality, mutual benefit, resource sharing, and complementary advantages to enhance business development [1] - This strategic collaboration is expected to help achieve the company's strategic goals and promote business growth [1]

Core Insights - The company Dipo Technology has entered into a strategic cooperation agreement with Muxi Integrated Circuits (Shanghai) Co., Ltd. to enhance collaboration in the enterprise-level large model AI application sector [1] Group 1 - The partnership aims to leverage the strengths and resources of both companies to deepen their strategic relationship in AI applications [1] - A joint technology research and development team will be established as part of this collaboration [1] - The goal is to create a comprehensive domestic AI end-to-end solution, ranging from foundational hardware computing platforms to AI-level enterprise operating systems and Agentic AI applications [1]

Core Viewpoint - Dipo Technology (01384) has entered into a strategic cooperation agreement with Muxi Integrated Circuit (Shanghai) Co., Ltd. to enhance collaboration in enterprise-level large model AI applications [1] Group 1: Strategic Cooperation - The agreement aims to leverage the strengths and resources of both companies to deepen their strategic partnership in key industries such as manufacturing, commercial circulation, transportation, and healthcare [1] - A joint technical team will be established to create a comprehensive domestic AI end-to-end solution, ranging from underlying hardware computing platforms to AI-level enterprise operating systems and Agentic AI applications [1] - Muxi will provide comprehensive technical support and empower Dipo's team with competitive and targeted solutions [1] Group 2: Business Development - The cooperation is based on principles of equality, mutual benefit, resource sharing, and complementary advantages, which will strengthen collaboration and promote business development [1] - This partnership is expected to help achieve the strategic goals of the company through mutual benefits [1]

Core Viewpoint - Dipo Technology (01384.HK) has entered into a strategic cooperation agreement with Muxi Integrated Circuit (Shanghai) Co., Ltd. to enhance collaboration in enterprise-level large model AI applications [1] Group 1: Strategic Cooperation - The agreement aims to leverage the strengths and resources of both companies to deepen their strategic partnership in key industries such as manufacturing, commercial circulation, transportation, and healthcare [1] - A joint technical team will be established to focus on the digitalization needs of these industries, creating an end-to-end domestic AI solution that includes hardware computing platforms, AI enterprise operating systems, and Agentic AI applications [1] Group 2: Technical Support and Empowerment - Muxi Integrated Circuit will provide comprehensive technical support and collaboration, empowering Dipo Technology's team with competitive and targeted solutions [1] - The professional technical support team from Muxi will ensure timely delivery of multiple tailored solutions to Dipo Technology [1]

Core Viewpoint - The recent IPO of Dipu Technology (stock code: 1384.HK) has created a capital frenzy in the Hong Kong stock market, being dubbed the "first stock of enterprise-level large model AI applications" and achieving a subscription rate of over 7,569 times, setting a historical record in Hong Kong [1] Group 1: Company Overview - Dipu Technology is viewed as the "Chinese version of Palantir," with a similar business model focused on "data + AI" infrastructure [2][5] - The company's core products include FastData for data processing and FastAGI for AI model training, which are designed to support various industries with minimal human intervention [2][5] Group 2: Market Performance - Dipu Technology's stock surged over 320% in the first three trading days post-IPO, with a peak market capitalization exceeding 40 billion HKD [1] - The company is experiencing rapid revenue growth, with a projected compound annual growth rate (CAGR) of 55.5% from 2022 to 2024, and a revenue increase of 118.4% in the first half of 2025 [6][8] Group 3: Customer Strategy - Dipu Technology has established a strong customer base, serving 283 enterprise clients as of mid-2025, with 94 being repeat customers, indicating high customer retention [8] - The number of large clients contributing over 1.5 million RMB in annual revenue is increasing, with average revenue per large client rising from 3.8 million RMB in 2022 to 4.8 million RMB in 2024 [8] Group 4: Growth Drivers - Key growth drivers for Dipu Technology include the increasing penetration of FastAGI, expansion into high-value industries, and the trend of domestic substitution for data security [10][11] - The company is also exploring international markets, having initiated operations in Hong Kong and targeting Southeast Asia and the Middle East [11] Group 5: Future Outlook - Dipu Technology has significant growth potential, with a market trajectory similar to that of Palantir, which reached a peak market value of over 480 billion USD [12] - The acceleration of digital transformation in government and enterprises, along with favorable policies from the "14th Five-Year Plan," are expected to enhance the company's growth framework [12]