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东芯股份:上海砺算未纳入公司合并报表范围
人民财讯8月11日电,东芯股份(688110)8月11日晚间发布股票交易异动公告称,近日市场上出现了关于 公司对外投资企业砺算科技(上海)有限公司(简称"上海砺算")发布了首款自研GPU芯片"7G100"及首款显 卡产品Lisuan eXtreme的相关报道。上海砺算的相关芯片产品主要应用于个人电脑、专业设计、AIPC、 云游戏、云渲染、数字孪生等场景,并非应用于大模型算力集群等相关场景。产品实现销售尚需要经过 产品认证、客户导入、量产供货等环节,均存在不确定性。公司对上海砺算的投资采用权益法核算,未 纳入合并报表范围。 ...
8月7日重要资讯一览
Group 1 - Standard & Poor's maintained China's sovereign credit rating at "A+" with a stable outlook, reflecting confidence in China's economic resilience and debt management effectiveness [2][3] - China's economy grew by 5.3% in the first half of 2025, an increase of 0.3 percentage points compared to the entire previous year, with the International Monetary Fund raising its growth forecast for China to 4.8% [3] - The Chinese government is expected to continue implementing macroeconomic policies to stabilize employment, businesses, and market expectations, aiming to achieve its annual economic and social development goals [3] Group 2 - The State Council issued implementation opinions to promote the innovation and development of the brain-computer interface industry, aiming for breakthroughs in key technologies by 2027 [4] - The People's Bank of China announced a 700 billion yuan reverse repurchase operation to maintain liquidity in the banking system [4] - China's gold reserves increased to 73.96 million ounces by the end of July, marking the ninth consecutive month of gold accumulation [5] Group 3 - China's total goods trade value in July reached 3.91 trillion yuan, a year-on-year increase of 6.7%, the highest growth rate this year [5] - The Ministry of Finance announced that the policy to waive preschool education fees will cover all eligible children in both public and private kindergartens [5] Group 4 - The Bank of England announced a 25 basis point interest rate cut, lowering the benchmark rate to 4.00%, aligning with market expectations [6] Group 5 - Changcheng Military Industry's stock shows significant trading risks due to a "hot potato" effect [7] - Zhongma Transmission, which produces electric vehicle reducers, clarified that its business does not involve robotics [8] - Chunzong Technology stated that it does not manufacture liquid-cooled servers but participates in testing platforms [9] - Shuo Beid's products, including liquid cooling plates, are currently being tested for a Taiwanese client [10] - Furi Electronics' subsidiary provides JDM/OEM services for service robots, contributing less than 1% to the company's revenue [11] - Shangwei New Materials reported a 32.91% year-on-year decline in net profit for the first half of the year [12] - SMIC's second-quarter sales revenue was $2.209 billion, a decrease of 1.7% quarter-on-quarter [13] - China Mobile's net profit for the first half of the year was 84.24 billion yuan, a year-on-year increase of 5% [14] - Dongxin Co.'s related chip products are not used in large model computing clusters [15]
东芯股份:对外投资企业上海砺算的相关芯片产品不应用于大模型算力集群等相关场景
人民财讯7月31日电,东芯股份(688110)7月31日发布股票交易风险提示公告称,近期,公司股价累计涨 幅较大,超过大部分同行业公司股价涨幅及上证指数涨幅,可能存在短期上涨过快出现的下跌风险。公 司基本面未发生重大变化,也不存在其他应披露而未披露的重大信息。公司对外投资企业上海砺算的相 关芯片产品主要应用于个人电脑、专业设计、AIPC、云游戏、云渲染、数字孪生等场景,并非应用于 大模型算力集群等相关场景,尚需要经过客户端产品认证、客户导入等环节。 ...