（原标题：和讯投顾韩东峰：六月阳线收官，军工装备，军工电子继续走强，各种设备再次活跃） 大盘在月线收官之日和半年线收官之日收出了阳线。和讯投顾韩东峰分析，上周在盘中分析的时候跟大 家讲过，大盘到目前这个位置突破了3400点整数关口，还欠缺技术性的回踩，一方面从分时结构情况来 看，比如说60分钟图的顶背离需要对3420附近的分时支撑得到一定的技术确认。另外一方面呢从日线的 结构情况来看，呢大约是在3400点这一带的突破之后，有一个回踩确认的动作。那今天这个阳线上涨之 后是代表重启上涨，还是说仍然是一个修复的过程？我认为目前这个位置啊日线图的走势上仍然是一个 向上的趋势。60分钟图的走势，呢大家可以看到MC的这个位置还是一个反应的状态，明天继续看反弹 是否针对前期的高点3462这个位置去挑战，如果不能再继续放量的情况之下，呢可能在3400点这一带上 还有一定的反复，大家把握逢低这样一个布局的机会，即可啊切莫盲目的进去追涨。 再说盘面的主要的一些因素和盘面资金的一些情况，啊首先第一点大的政策环境上还是继续向好的，这 点没变。第二呢资金面上央妈今天早上又是通过7天逆回购净投放资金，这一点给大盘形成比较强有力 的支撑。 ...

Core Viewpoint - The article emphasizes the importance of developing a self-controlled and secure information technology system in China, highlighting the need for domestic CPU development to reduce reliance on Western architectures like X86 and ARM [1][3]. Group 1: Company Vision and Strategy - The chairman of Loongson Technology, Hu Weiwu, reiterated the company's mission to create a self-sufficient and secure information technology ecosystem, focusing on the "three autonomies": autonomous instruction systems, autonomous IP cores, and production based on self-developed processes [3][4]. - Loongson is the only CPU company in China adhering to the "three autonomies" approach, having developed various IP cores including CPU, GPU, and other interfaces [3][4]. Group 2: Product Development and Performance - Loongson has significantly improved CPU performance through microarchitecture and process upgrades, resulting in three main CPU series: Loongson 3 for desktop and server applications, Loongson 2 for industrial control and terminal applications, and Loongson 1 for embedded applications [6][8]. - The newly launched 3C6000 series server CPU features a 16-core, 32-thread design and can scale up to 60/64 cores and 120/128 threads using the self-developed "Dragon Link" technology, which enhances interconnectivity and bandwidth [8][10]. Group 3: Competitive Positioning - The 3C6000 series has achieved performance levels comparable to Intel's mainstream products, with single and multi-core performance metrics that meet or exceed those of Intel's 16-core and 32-core Xeon processors [12][13]. - The introduction of the 3C6000 series is expected to shift the focus from autonomy to cost-effectiveness as the primary reason for partners to choose Loongson in the server market [13]. Group 4: Future Developments in AI and GPU - Loongson is adopting a GPGPU approach for AI development, focusing on integrating graphics and AI processing capabilities, with plans for future GPU products that enhance performance and compatibility [17][19]. - The upcoming 9A1000 GPU is designed to improve graphics rendering and AI capabilities, with significant advancements in performance and efficiency compared to previous models [23][24]. Group 5: Market Applications and Collaborations - The launch of the 3C6000 and 3B6000M CPUs has enabled Loongson to provide a complete product line for various applications, including general-purpose servers, industrial control, and terminal products, with a focus on high performance and reliability [15][29]. - Numerous companies have announced products based on Loongson processors, indicating a broad market application across critical sectors such as government, defense, finance, and energy [28][29]. Group 6: Commitment to Self-Reliance - Loongson aims to achieve lower costs, higher performance, and better ecosystem development through self-reliance, emphasizing the importance of building a robust information technology industry in China [31].

证券代码：002380 证券简称：科远智慧 南京科远智慧科技集团股份有限公司 投资者关系活动记录表 公司下游用户场景主要包括能源、电力、化工、石化、钢铁、 建材、水务和水泥等行业。从业务占比来看，去年能源电力占比超 70%，是最主要的业务板块；化工占比 16%，冶金、建材等其他领 域占比较小。行业增长情况，能源电力板块作为持续支撑公司增长 的主要动力，主要得益于火电 DCS 系统从几年前开始全面启动并 不断加速的自主可控替代，截至去年底国产化渗透率达 43%；化工 板块去年业绩下滑，主要是化工行业产能过程，景气度下行；钢铁 板块自今年年初启动 PLC 国产化替代，已获得部分订单，发展前 景广阔；建材、水务等行业当前业务占比不高，预期后续国产化浪 潮驱动，均展现出一定的增长潜力。 | 投资者关系活 | ☑特定对象调研□分析师会议 | | --- | --- | | 动类别 | □媒体采访□业绩说明会 | | | □新闻发布会□路演活动 | | | □现场参观 | | | □其他（请文字说明其他活动内容） | | 参与单位名称 | 中泰证券：王心悦 | | 及人员姓名 | 国泰基金：谢泓材 | | | 东方红资管 ...