刘屹 艾可蓝公司大门 ◎记者 秦春刚 在一个阳光漫洒的周日上午，记者走进艾可蓝董事长刘屹的办公室，第一次见到他本人。阳光透过一面 大落地窗洒满房间，将他起身迎接记者一行时的笑容映衬得更加温暖。 "刚从外地赶回来。"刘屹的言语间满是热忱，却也带着几分奔波后的沙哑，眼角眉梢难掩一丝疲 惫，"跟重要客户的联合研发现场还在攻坚，多盯会儿心里才踏实"。 正是凭借着热爱与执着，艾可蓝在过去的16年间披荆斩棘——在历经最初艰难的技术攻关和经营险境之 后，公司于2020年在创业板上市，实现了从行业"跟跑者"到"领跑者"的逆袭。如今，艾可蓝不仅深度参 与国家重点研发计划，提前布局"国七"排放标准技术，并且在氢能、智算等新领域开辟了第二增长曲 线。据公司半年报显示，艾可蓝上半年营收5.19亿元，归属上市公司股东的净利润4426万元，同比增长 23.82%。 破局：打破二十年技术垄断 "国外的高薪能给我体面的生活，但那只是一份职业。"刘屹面对记者，谈起当年放弃美国优渥生活回国 创业的选择时，目光依然坚定。 刘屹回忆，当时，一根看似普通的排气管，却因为海外技术垄断，成为中国汽车工业绿色发展之路上的 重大阻碍——海外的巨头公司牢牢掌控 ...

公开资料显示，云工场科技是国内最早的数据服务提供商之一。在智算领域，云工场科技基于深厚的基 础云能力，在机、算、网、存、云方面打造极致算效体系，升级边缘算力平台，为AI应用落地提供从 基础设施服务到端到端解决方案的算力支持。第一上海发布研报称，云工场在智算业务、模型应用等方 面布局契合政策，公司基于IDC构建下沉分散式边缘云网路，凭借技术与市场优势，有望借助行业东风 再塑增长曲线，持续提升业绩，为投资者创造价值。 智通财经APP获悉，云工场(02512)尾盘涨超10%，截至发稿，涨8.88%，报5.15港元，成交额6179.04万 港元。 消息面上，根据香港联交所披露文件，8月18日，锡创一期人工智能投资（无锡）合伙企业（有限合 伙）增持云工场2,627.7万股普通股股份，每股均价4.98港元，价值约1.31亿港元。增持后，锡创一期人 工智能投资（无锡）合伙企业（有限合伙）最新持股数目为2,627.7万股股份，好仓比例由0.00%升至 5.19%。 ...

云工场(02512)尾盘涨超10%，截至发稿，涨8.88%，报5.15港元，成交额6179.04万港元。 消息面上，根据香港联交所披露文件，8月18日，锡创一期人工智能投资(无锡)合伙企业(有限合伙)增持 云工场2,627.7万股普通股股份，每股均价4.98港元，价值约1.31亿港元。增持后，锡创一期人工智能投 资(无锡)合伙企业(有限合伙)最新持股数目为2,627.7万股股份，好仓比例由0.00%升至5.19%。 公开资料显示，云工场科技是国内最早的数据服务提供商之一。在智算领域，云工场科技基于深厚的基 础云能力，在机、算、网、存、云方面打造极致算效体系，升级边缘算力平台，为AI应用落地提供从 基础设施服务到端到端解决方案的算力支持。第一上海发布研报称，云工场在智算业务、模型应用等方 面布局契合政策，公司基于IDC构建下沉分散式边缘云网路，凭借技术与市场优势，有望借助行业东风 再塑增长曲线，持续提升业绩，为投资者创造价值。 ...

天眼查App显示，近日，超讯智算（北京）科技有限公司成立，法定代表人为陈小冬，注册资本2000万 人民币，经营范围包括数据处理和存储支持服务、云计算装备技术服务、计算机软硬件及辅助设备零售 等。股东信息显示，该公司由超讯通信、湘硕（四川）科技有限责任公司、北京迪科云锦科技有限公司 共同持股。 ...

在合作方面，公司算力业务客户结构多元，与诸多优秀公司存在良好合作关系。对于后续合同拓展节 奏，公司称将持续紧密跟进市场需求，积极开拓境外业务，业务及业绩情况以公告为准。 智算中心建设及运营项目按实际情况有序推进，盈利实现情况以定期报告为准。算力运营服务多为以年 为单位的中长期合同，客户结构多元、均衡。 声明：市场有风险，投资需谨慎。 本文为AI大模型基于第三方数据库自动发布，任何在本文出现的信 息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成 个人投资建议。受限于第三方数据库质量等问题，我们无法对数据的真实性及完整性进行分辨或核验， 因此本文内容可能出现不准确、不完整、误导性的内容或信息，具体以公司公告为准。如有疑问，请联 系biz@staff.sina.com.cn。 宏景科技于2025年9月19日15:30 - 17:00，通过全景网"全景路演"（https://rs.p5w.net）参加2025年广东上 市公司投资者网上集体接待日活动，接受线上投资者调研。参与接待的公司人员包括董事长欧阳华、副 总经理兼财务总监夏明以及董事会秘书张铁舰 。 此次投资者关系活动类别 ...

当前，5G-A与AI正加速融入个人、家庭、行业三大场景，为通信行业持续催生新业务形态，并给用户 带来差异化的服务体验。 9月24日至9月26日，2025中国国际信息通信展览会（2025 PT展）将在北京举办。为预热此次参展，华 为于9月15日举办媒体沟通会。会上，华为中国地区部副总裁黄雒蒙、华为中国运营商Marketing部部长 梁策等多位高管出席，围绕5G-A、F5G-A、AI及专线+X等最新技术，从行业趋势到业务创新等，分享 了通信技术与AI融合的前沿产业观察。 家庭场景中，F5G-A则在重构"智慧家庭"体验。梁策表示，今年2000兆、3000兆的宽带用户已经达到了 200万-300万，目前运营商通过提供不同宽带套餐，并搭配FTTR终端小盒子和Wi-Fi7等，能实现客厅、 卧室、卫生间无差别网络覆盖。 华为和运营商还在加速打造家庭"媒体算力主机"。不同于传统机顶盒，这款设备集成摄像头、传感器、 音箱等功能，本地带轻量化算力，同时连接运营商云端。"未来，通过智能体，用户说'打开中央一 台'就能换台，小孩说'给妈妈打电话'就能在电视上视频，还能支持'一句话买菜'，联动周边超市送货上 门"，华为中国运营商市场管 ...

证券代码： 300475 证券简称：香农芯创 香农芯创科技股份有限公司 投资者关系活动记录表 编号：2025-002 | 投资者关系活动 □ | 特定对象调研 □ 分析师会议 | | --- | --- | | 类别 □ | 媒体采访 □ 业绩说明会 | | □ | 新闻发布会 路演活动 □ | | □ | 现场参观 | | √ | 其他（2025 年安徽辖区上市公司投资者网上集体接待日活动） | | 参与单位名称及 | 线上参与 年安徽辖区上市公司投资者网上集体接待日活动 2025 | | 人员姓名 | 的投资者 | | 时间 2025 | 年 9 月 15 日 (周一) 下午 15:00~17:00 | | 地点 | 全景网"投资者关系互动平台"（https://ir.p5w.net） | | 上市公司接待人 | 1、董事、总经理李小红 | | 员姓名 | 2、董事、副总经理、财务总监苏泽晶 | | | 3、董事会秘书曾柏林 | | | 4、证券事务代表包婺月 | | | 投资者提出的问题及公司回复情况 | | | 1、美光、海力士、闪迪存储芯片纷纷提价，公司代理及自 | | | 产的相关产品会跟随涨价吗 ...

Core Viewpoint - ZTE Corporation is focusing on the development of liquid-cooled servers, AI solutions, and high-performance computing infrastructure, positioning itself as a leader in the intelligent computing industry [1] Group 1: Liquid-Cooled Servers - The company’s liquid-cooled servers are primarily aimed at the high-performance computing market, with performance ranking among the best in the industry, catering to diverse computing scenarios [1] - ZTE has successfully delivered liquid-cooled servers to domestic operators and the internet sector [1] Group 2: Robotics - ZTE is collaborating with ecosystem partners on humanoid robots, focusing on computing power, networking, and intelligent hardware and software research and development [1] Group 3: Artificial Intelligence - The company is committed to investing in artificial intelligence, positioning intelligent computing as a long-term strategic focus, enhancing product development and industry ecosystem collaboration [1] - ZTE is developing a full-stack computing infrastructure, including self-developed chips, intelligent computing servers, and large-scale clusters, to provide end-to-end AI solutions [1] - The self-developed high-performance custom processor chips aim to reduce total cost of ownership (TCO) for applications like cloud computing and big data processing [1] - The company’s AI Booster software platform offers a one-stop AI solution, simplifying AI innovation and reducing model migration costs for clients [1] - ZTE's self-developed Nebula large models have achieved top rankings in various AI inference benchmarks, indicating strong capabilities in algorithm innovation and data engineering [1] Group 4: Computing Infrastructure - ZTE provides a range of high-performance training servers and cost-effective inference servers, meeting diverse intelligent computing needs from central to edge [1] - The company’s intelligent computing super-node system, based on its self-developed AI large-capacity switching chip "Lingyun," supports large-scale interconnection of domestic GPU cards [1] - ZTE has launched high-density switches with leading performance in the market, catering to various sectors including telecommunications and finance [1] Group 5: Military Sector - The company has not engaged in any business within the military sector [1]

Core Viewpoint - ZTE Corporation focuses on breakthroughs in core technologies related to connectivity (CT technology) and computing power (IT technology), enhancing its core competitiveness through innovation in 5G, optical networks, computing power, terminals, and value patent layout [1] Group 1: Core Technology Development - In the field of core technologies, the company emphasizes independent innovation in chips, operating systems, and databases, showcasing industry-leading capabilities in chip design and industrial-grade operating systems [1] - The self-developed GoldenDB database supports over 10 trillion financial transactions daily and more than 10 billion core transactions, catering to over 900 million mobile users [1] - New server operating systems and GoldenDB distributed databases have passed national security assessments [1] Group 2: Connectivity Solutions - The company ranks second globally in the cumulative shipment of 5G base stations and core networks, with solid network products also holding a global second position [1] - The company has developed specialized product solutions for various 5G scenarios, enhancing network quality and supporting the evolution towards 6G technology [1] - In the fixed network sector, the company has developed a prototype for 50G PON technology, facilitating smooth upgrades for operators [1] Group 3: Computing Power Innovations - The company is enhancing its intelligent computing product development and ecosystem collaboration to meet the demands of AI large models [1] - It has created a low-latency, high-bandwidth GPU computing network, which received recognition at the 2025 World Artificial Intelligence Conference [1] - The intelligent computing super-node system, based on self-developed AI switching chips, won a significant breakthrough award at the 2025 China Computing Power Conference [1] Group 4: Terminal Products - The company is actively promoting AI applications in consumer electronics, expanding the use of AI in mobile devices, PCs, and smart wearables [1] - It has launched innovative AI cloud computer terminals, including the world's first 2-in-1 cloud PAD, to enhance user experience [1] - The company achieved over 10 million units in FTTR annual shipments and holds the top global market share in PON CPE and IP set-top boxes [1] Group 5: Patent Strategy - The company is among the top global players in patent layout, significantly contributing to 5G technology research and standard-setting [1] - As of June 30, 2025, the company holds approximately 94,000 global patent applications and over 50,000 granted patents [1] - In the chip sector, the company has around 5,700 patent applications, with over 3,700 granted, and in AI, nearly 5,500 applications, with a substantial portion already authorized [1]

Core Viewpoint - ZTE Corporation is focusing on liquid cooling servers, AI solutions, and self-developed chips to enhance its competitiveness in the high-performance computing market and AI industry [1] Group 1: Liquid Cooling Servers - ZTE's liquid cooling servers are primarily used in the high-performance computing market, with the company claiming its high-performance liquid cooling servers are among the best in the industry [1] - The company has successfully delivered liquid cooling servers to domestic operators and the internet sector [1] Group 2: AI Strategy - ZTE is positioning intelligent computing as a long-term strategic focus, enhancing R&D in intelligent computing products and collaborating with industry partners [1] - The company is developing a full-stack computing infrastructure, including self-developed chips, intelligent computing servers, and large-scale clusters to meet diverse AI application needs [1] - ZTE's self-developed high-performance processors aim to reduce total cost of ownership (TCO) for applications like cloud computing and big data processing [1] Group 3: Software and Models - ZTE's AI Booster platform offers comprehensive AI solutions, simplifying AI innovation for clients and reducing costs associated with model migration [1] - The company has received top scores in IDC's report on AI inference computing power, showcasing its capabilities in complex hardware and software integration [1] - ZTE's self-developed Nebula large models have achieved significant rankings in algorithm innovation and data engineering [1] Group 4: Infrastructure and Ecosystem - ZTE is building a domestic intelligent computing ecosystem, having won the 2025 China Computing Conference's major breakthrough award [1] - The company is launching high-density switches and a full range of servers to support large-scale intelligent computing clusters in various markets [1] Group 5: Military Sector - ZTE has not engaged in any business within the military sector [1]