证券日报网讯德明利（001309）10月10日在互动平台回答投资者提问时表示，公司持续与包括长江存储 在内的核心供应商深化合作，积极沟通市场变化与技术创新等相关事宜，相关合作为供应链稳定性及成 本优化创造有利条件。AI基建浪潮下，服务器和数据中心领域的企业级存储需求不断增长，带动存储 行业景气度不断提升，公司密切关注大客户需求动态，持续推进相关业务对接，公司企业级存储产品已 经实现稳定出货，具体业绩影响敬请关注公司后续定期报告相关内容。与核心供应商的技术适配及大客 户的深度合作，有助于公司强化"硬件+技术+供应链"的定制化存储解决方案能力，持续积累AI存储及 国产化场景经验，强化以研发创新为核心的市场竞争力，为公司在相关领域的业务发展奠定基础。 ...

格隆汇10月10日丨德明利(001309.SZ)在投资者互动平台表示，公司持续与包括长江存储在内的核心供 应商深化合作，积极沟通市场变化与技术创新等相关事宜，相关合作为供应链稳定性及成本优化创造有 利条件。AI基建浪潮下，服务器和数据中心领域的企业级存储需求不断增长，带动存储行业景气度不 断提升，公司密切关注大客户需求动态，持续推进相关业务对接，公司企业级存储产品已经实现稳定出 货，具体业绩影响敬请关注公司后续定期报告相关内容。与核心供应商的技术适配及大客户的深度合 作，有助于公司强化"硬件+技术+供应链"的定制化存储解决方案能力，持续积累AI存储及国产化场景 经验，强化以研发创新为核心的市场竞争力，为公司在相关领域的业务发展奠定基础。 ...

每经AI快讯，有投资者在投资者互动平台提问：公司和英伟达是否有业务上的合作？ （记者 张明双） 科大讯飞（002230.SZ）10月9日在投资者互动平台表示，科大讯飞与国内主要CPU、GPU厂商保持良好 的沟通与合作，在国产化上扎实推动并取得重要成果。目前与英伟达无业务合作。 ...

长江证券指出，"20%的价格评审优惠"这一"隐形补贴"或将直接改变市场现有竞争格局。假设本国产品 与非本国产品竞标时，前者报价将按80%计算，即本国产品报价10万元将按8万元评审，而非本国产品 报价9万元，则其评审价仍为9万元。此时虽然本国产品报价稍高，但评审价却具备优势。国产产品将在 政策扶持下具备更强的价格竞争力。 同时该机构表示，此次本国产品标准的出台完善了政府采购制度，进一步增加了政府采购政策的公平性 和透明度，同时，有望推动重点产业供应链国产化。受益于信创产业的国产芯片产业链、国产操作系统 产业链和华为产业链等领域值得关注。 麒麟信安：麒麟信安操作系统基于国内自主根社区openEuler研制，同时依托openEuler建设生态形成全 栈全量适配的统一生态，确保全要素、全链条安全可靠。公司互动平台表示，该操作系统并获得中国电 力科学研究院、中国信息安全测评中心等国家和行业权威机构测试认可，符合政府《采购需求标准》及 关键领域安全可靠要求。 9月30日，国务院办公厅印发《关于在政府采购中实施本国产品标准及相关政策的通知》，自2026年1月 1日起施行。 《通知》明确，政府采购中的本国产品标准，是指产品在 ...

Group 1 - The macroeconomic stability and supportive policies are expected to lead to a steady A-share market, with institutional investors, including insurance funds, likely to increase their equity asset allocation, becoming a significant source of incremental capital [1] - Investment opportunities in the technology growth sector are favored, particularly in the AI industry, including domestic computing power supply chains and AI applications [1] - A balanced allocation between technology and cyclical sectors is anticipated, with cyclical industries like petrochemicals currently showing low valuations and investment value [1] Group 2 - The focus on investment opportunities in the technology sector remains strong, with particular attention on domestic innovation and localization [1] - Opportunities in cyclical industries such as non-ferrous metals and petrochemicals are being considered, driven by supply-side capacity optimization and demand-side economic growth [1]

周观点 迎接红十月，关注 Sora 2 带来的板块效应 点击上方"公众号"可订阅哦！ 兴业证券计算机小组 蒋佳霖/孙乾/杨本鸿/陈鑫/张旭光/杨海盟/桂杨/罗池婧 本周观点聚焦 本周 观 点： 迎接红十月，关注 Sora 2 带来的板块效应 坚定看多计算机行业红十月行情。 正如 9 月最后一期周观点所述，在 AI 的 4 个行业中，计算机行业在 Q3 涨幅相对较低。展望 10 月， AI 大模型持续更新，二十届四 中全会将于 10 月 20 日开幕，计算机行业对技术及政策红利较敏感，有望充分受益。同时，自 2010 年以来，计算机行业在 10 月份取得正向收益的概率为 53% ，位 列所有月份第 4 名。 持续推荐 AI 、国产化及金融科技。 从技术受益方向来看， AI 大模型的迭代在加快，带动算力及应用需求， AI 是最核心主线；从政策受益方向来看， AI 、国产化是 科技自强的重点领域，金融科技与流动性政策密切相关。站在当前的位置，建议重点配置头部公司、边际变化较为显著的赛道领军、以及三季报预期较好且有估值切换 逻辑的公司。 关注 Sora 2 对 AI 板块的信心提振。 在 AI 多模态领域， Open ...

Core Viewpoint - Zhaowei Electromechanical has developed a high-performance planetary gearbox series (SMDφ4～42mm) that works in conjunction with the new MC series brushless hollow cup motors, providing a compact and efficient micro-drive solution [1] Group 1: Product Features - The new 4mm brushless hollow cup motor can reach speeds of up to 100,000 rpm, and when paired with the gearbox, it offers flexible reduction ratios from 3.9:1 to 1526:1 [1] - The product boasts advantages such as small size, high torque density, low noise, precise control, and long lifespan [1] Group 2: Applications and Market Impact - Zhaowei Electromechanical's products are deeply applied in strategic emerging fields such as humanoid robots, high-end medical equipment, and aerospace [1] - The technology breakthrough helps support the intelligent upgrade of high-end equipment, overcoming foreign technological bottlenecks [1]

Core Viewpoint - The article emphasizes the importance of domestic semiconductor industry revitalization in China, highlighting recent developments in the procurement of Haiguang chip servers by major financial institutions, which reflects a growing trend towards local technology adoption in critical sectors [2][4]. Group 1: Procurement Developments - The Industrial and Commercial Bank of China has publicly announced its procurement project for Haiguang chip servers for the year 2025, with a potential scale of 3 billion yuan [2]. - Inspur has emerged as the primary candidate for the bid, followed by ZTE and Lenovo [2]. Group 2: Financial Sector and Security - The financial industry is viewed as a high ground for the domestic innovation market due to its substantial budget and high demand for services [4]. - Financial institutions have strict procurement requirements, particularly concerning security and performance, necessitating secure transaction channels in complex access scenarios [4]. - Haiguang chips have gained recognition in the financial innovation market due to their inherent security technology, which addresses the "impossible triangle" of performance, security, and cost [4]. Group 3: Technological Advantages - Haiguang CPUs feature built-in security processors that support national encryption standards without the need for external devices, enhancing both performance and cost-effectiveness [4]. - The support for Trusted Computing 3.0 (TPCM) and confidential computing, along with the ability to share a security domain with DCU accelerators, adds significant value in cloud computing and AI applications [4]. - Achieving a balance between performance and security is crucial for financial users, positioning Haiguang products as competitive in the domestic market [4].

上世纪90年代，中国经济刚起步的时候，好多领域的技术还得靠国外进口，尤其是数据库这块儿，国内基本没啥像样的产品。那时候，美国的甲骨文公司看 准了机会，带着他们的Oracle数据库杀进中国市场，一下子就成了老大，垄断了整整21年。 创始人拉里·埃里森这人，野心大得很，早年在美国混得风生水起，却对中国市场抱着高高在上的心态，不光赚中国人钱，还公开说绝不培养中国员工，生 怕技术外泄。 结果呢，随着中国本土企业发力，甲骨文一步步被挤出去，2019年灰溜溜地关闭了在华研发中心。这事儿说白了，就是外资企业傲慢过头，自食苦果。 1944年埃里森生在纽约，母亲是个未婚少女，才19岁就把生病的他送给了芝加哥的姨妈姨夫抚养。童年过得挺苦，养父母家境一般，养父是个会计师。 大萧条时赔光了家底，家里气氛老是压抑。埃里森上学也不顺，进了伊利诺伊大学学物理和数学，第二年就辍学了，后来又去芝加哥大学试了试，还是没毕 业。 20多岁时他跑到加州伯克利，当起了程序员，干些零活儿挣钱。那时候他没啥大志向，就想混口饭吃，在Ampex公司上班，接触到数据库技术，还读了埃德 加·F·科德的论文，这玩意儿讲关系型数据库，让他开了窍。 1977年，埃里森 ...

Group 1: Market Trends - The ETF has shown a significant trend of "outflow to inflow," with a cumulative net outflow of 7.683 billion yuan over the past 60 trading days, but a recent shift to a net inflow of 1.548 billion yuan in the last 10 trading days, indicating a renewed interest in the technology growth sector [1] - The three major stock indices strengthened in early trading on September 29, with the ChiNext Index rising nearly 2%, leading to a 1.94% increase in the ChiNext 50 ETF (159949), which reported a trading volume of 1.657 billion yuan [2][3] Group 2: ETF Performance - The ChiNext 50 ETF (159949) saw a half-day trading volume of 1.657 billion yuan and a turnover rate of 5.85%, ranking first among similar ETFs [2][3] - The top ten holdings of the ChiNext 50 ETF showed a mixed performance, with 9 out of 10 stocks rising, led by EVE Energy with a 7.57% increase, followed by Sungrow Power with a 3.97% rise [4] Group 3: Industry Insights - The domestic semiconductor equipment market is accelerating, with a market localization rate reaching 21% in the first half of 2025, an increase of 5 percentage points year-on-year [5] - The industry is experiencing a virtuous cycle driven by policy support, technological breakthroughs, and demand pull, with expectations for domestic equipment manufacturers' market share to increase by 6 percentage points to 29% in 2026 [6] - The ChiNext 50 ETF (159949) is highlighted as a convenient and efficient investment tool for investors looking to capitalize on the long-term growth of the Chinese technology sector [6]