关于海光信息技术股份有限公司 中信证券股份有限公司（以下简称"中信证券"或"保荐人"）作为海光信 息技术股份有限公司（以下简称"海光信息"或"公司"或"上市公司"）首次 公开发行股票并在科创板上市的保荐人。根据《证券发行上市保荐业务管理办法》 《上海证券交易所科创板股票上市规则》等相关规定，中信证券履行持续督导职 责，并出具本持续督导 2025 年半年度跟踪报告。 一、持续督导工作概述 检查的工作要求。 权利义务，并报上海证券交易所备案。 导职责，具体内容包括： （1）查阅公司章程、三会议事规则等公司治理制度、三会会议材料； （2）查阅公司财务管理、会计核算和内部审计等内部控制制度； 中信证券股份有限公司 （3）查阅公司与主要股东及其关联方的资金往来明细及相关内部审议文件、 信息披露文件； （4）查阅公司募集资金管理相关制度、募集资金使用信息披露文件和决策 程序文件、募集资金专户银行对账单、募集资金使用明细账； （5）对公司高级管理人员进行访谈； （6）对公司及其主要股东、董事、监事、高级管理人员进行公开信息查询； （7）查询公司公告的各项承诺并核查承诺履行情况； （8）通过公开网络检索、舆情监控等方式关注与 ...

证券代码：301611 证券简称：珂玛科技 苏州珂玛材料科技股份有限公司 向不特定对象发行可转换公司债券 募集资金使用可行性分析报告 一、本次募集资金使用计划 本次向不特定对象发行可转债拟募集资金总额不超过人民币 75,000.00 万元（含 单位：万元 序号 项目名称 项目投资总额 拟投入募集资金金额 合计 87,815.42 75,000.00 在本次募集资金到位前，公司将根据募集资金投资项目实施进度的实际情况通过自 筹资金先行投入，并在募集资金到位后按照相关法规规定的程序予以置换。如果本次发 行募集资金扣除发行费用后少于上述项目募集资金拟投入的金额，募集资金不足部分由 公司以自筹资金解决。在不改变本次募集资金投资项目的前提下，公司董事会可根据项 目的实际需求，对上述项目的募集资金投入顺序和金额进行适当调整。 二、本次募集资金投资项目的实施背景 （一）先进陶瓷下游应用领域广阔，半导体市场持续增长拉动先进陶瓷市场需求 先进陶瓷是在众多国民经济重要领域中发挥着重要作用的关键基础材料。陶瓷材料 具备优良材料特性，与金属材料、高分子材料并列为当代"三大固体材料"。先进结构 陶瓷的下游应用领域主要包括半导体、显示面 ...

国泰海通证券股份有限公司 关于广州安凯微电子股份有限公司 保荐人名称：国泰海通证券股份有限公司 被保荐公司简称：安凯微 保荐代表人姓名：周成材、吴熠昊 被保荐公司代码：688620 重大事项提示 报告期内，公司实现营业收入 23,430.71 万元，较去年同期减少 728.60 万元， 同比下降 3.02%；实现归属于上市公司股东的净利润-4,925.07 万元，同比减少 万元，同比减少 3,873.12 万元。主要系：1、半导体行业部分市场竞争加剧的影 响，部分产品价格承压，导致综合毛利率有所下降；2、为了保持芯片产品的综 合市场竞争力，公司持续增加研发投入，增强物联网摄像机芯片的智能化水平及 相关技术的核心竞争力，加强其他芯片产品的研发布局，加强基于公司芯片产品 的解决方案的研发，研发投入同比有所增加，导致公司归属于母公司所有者的净 利润同比下降。2025 年上半年，公司主营业务、核心竞争力、其他主要财务指 标未发生重大不利变化；所处行业不存在产能过剩、持续衰退或者技术替代等情 形；持续经营能力不存在重大风险。 经中国证券监督管理委员会《关于同意广州安凯微电子股份有限公司首次公 开发行股票注册的批复》（证 ...

Since my last coverage , ACM Research, Inc. (NASDAQ: ACMR ) is up 24% after going through a rollercoaster of market sentiment. Earlier this month, the stock dropped as much as 22% after reporting Q2 earnings due to its topline growth coming below analyst estimatesAs a former managing editor at a financial media publication focused on mid and small caps, I am using my experience to present investment opportunities in undervalued companies. My experience, combined with my academic background in financial mark ...

华为将于8月27日发布新品AI SSD，目标直指AI存储器市场。 传统HBM存在容量限制，而华为或将通过技术创新提供大容量SSD。 ...

Core Insights - The article emphasizes the growing demand for computing power driven by generative AI, highlighting the challenges faced by traditional architectures and the potential of RISC-V combined with DSA as a key player in AI acceleration [1][4]. Group 1: Event Overview - The 2025 Andes RISC-V CON in Beijing will feature a roundtable forum discussing the advantages and challenges of RISC-V in AI computing acceleration, bringing together academic and industry experts [1]. - The event is scheduled for August 27, 2025, from 9:00 AM to 5:30 PM at the Lijing Huayuan Hotel in Beijing [8]. Group 2: Key Discussion Topics - The combination of RISC-V and DSA is explored for its ability to provide flexibility and scalability in AI computing, enabling customized acceleration solutions for various application scenarios [4]. - The forum will address multi-layer optimization from Graph to Kernel, discussing the roles of compiler ecosystems and RVV/RVM extensions in overcoming performance bottlenecks at both operator and system levels [4]. - Practical applications of RISC-V in low-power edge AI and high-performance data center AI will be analyzed, focusing on balancing power consumption, real-time performance, and overall efficiency [4]. Group 3: Featured Speakers and Demonstrations - Notable speakers include Andes CEO Lin Zhiming and technical experts who will discuss how RISC-V can accelerate application deployment in chip design, along with innovations in AI, embedded security, and next-generation automotive chips [8]. - Partner companies such as PUFsecurity, S2C, and Siemens will showcase the latest RISC-V products and live demonstrations [9]. - Andes will demonstrate the performance and application potential of its DeepSeek and Android running on the Andes Qilai Platform, which features a 64-bit AX45MP and NX27V vector processor [10].

8月25日，AI 芯片领域的明星上市公司寒武纪（688256.SH）股价再度延续近期强劲涨势。截至收盘， 寒武纪涨幅达11.4%，股价攀升至1384.93元/股，再创历史新高，股价直逼贵州茅台（600519）。总市 值更是高达5793.9亿元，超越一众传统蓝筹股。 股价逼近茅台，市值超众多传统蓝筹股 近一个月来，寒武纪股价犹如火箭般蹿升，成为A股市场最耀眼的明星之一。从7月的低点起步，寒武 纪股价一路上行，在8月12日更是强势涨停，涨幅达20%，吸引了大量投资者的目光。进入8月下旬，公 司股价涨势愈发凌厉，8月22日早盘一度大涨近14%，市值短暂超过中芯国际，跃居科创板首位。 8月25日开盘后，寒武纪再度发力，盘中最高触及1391元，市值突破5800亿元。从7月11日至今，短短一 个半月时间，公司股价涨超160%。拉长时间维度来看，自2023年至今，寒武纪股价从不足50元，已经 飙升至1384.93元/股，最大涨幅超27倍。 寒武纪股价的持续上涨，市值超过许多传统蓝筹股，无疑给市场带来了巨大的冲击，也让投资者对 AI 芯片行业的未来充满了遐想。 值得注意的是，寒武纪股价的飙升并非毫无根基，公司近年来在业绩表现 ...

Core Viewpoint - The company is actively expanding its product offerings in the robotics sector, focusing on intelligent servo controllers and magnetic encoders for emerging applications like embodied intelligent robots [1] Group 1 - The company's system-level packaging circuits, including intelligent servo controllers and magnetic encoders, can be applied in the robotics field [1] - The company has also developed products related to sensor backend signal conditioning circuits, which hold potential application value in robotic perception systems [1] - The company plans to continue aligning its development strategy with market demands to actively explore new technology fields [1]

Core Points - The actual controller and chairman of Ningbo Air Technology Co., Ltd., Dr. Lin Shuiyang, passed away on August 20, 2025, due to illness [1] - Lin Shuiyang was recognized as a pioneer and an excellent young entrepreneur who significantly contributed to the company's establishment and growth in the global intelligent sensor chip field [3] - A memorial service for Lin Shuiyang is scheduled for August 27, 2025, at the Shanghai Pudong Funeral Home [3] Company Overview - Ningbo Air Technology was founded in 2017 and specializes in the development of intelligent sensor chips, focusing on high-performance wireless RF technology, microwave millimeter-wave technology, radar sensor technology, low-power MCU technology, and SoC technology [6] - The company offers a range of products including radar chips across various frequency bands (5.8GHz, 10.525GHz, 24GHz, 60GHz, 77GHz) and dual-mode chips, which are widely used in fields such as smart IoT, smart lighting, smart home appliances, smart city management, and automotive ADAS [6] Investment and Partnerships - Since its establishment, the company has attracted investments from notable firms and institutions including TCL Venture Capital, Intel Capital, Xiaomi Industrial Investment, and others [8] - In January 2022, the company completed a C round financing exceeding 100 million yuan, with a valuation of 1.4 billion yuan at that time [8] - The company collaborates with major partners such as Huawei, Midea, Haier, Philips, and TCL [8] Company Status - As of August 25, 2025, the company's official website has been changed to black and white in mourning for the chairman's passing [10]

Core Viewpoint - The passing of Dr. Lin Shuiyang, the actual controller and chairman of Kegong Technology, is a significant loss for the company, which he founded and led to prominence in the global smart sensor chip industry [1][3]. Company Overview - Kegong Technology, established in 2017, specializes in the research and development of smart sensor chips, focusing on high-performance wireless RF technology, microwave millimeter-wave technology, radar sensor technology, low-power MCU technology, and SoC technology [6]. - The company offers a one-stop turn-key solution that includes high-cost-performance chips, modules, and software algorithms [6]. - Its product line includes radar chips operating at frequencies of 5.8GHz, 10.525GHz, 24GHz, 60GHz, and 77GHz, as well as BLE + radar dual-mode chips and automotive millimeter-wave radar chips, which are widely used in various fields such as smart IoT, smart lighting, smart home appliances, smart home, smart city management, and automotive ADAS [6]. Investment and Financials - Since its inception, Kegong Technology has attracted investments from notable firms and institutions, including Fuzhe Fund, Ningbo Tongshang Fund, TCL Venture Capital, and Intel Capital, among others [8]. - In January 2022, the company completed a C round of financing, raising over 100 million yuan, with a valuation of 1.4 billion yuan at that time [8]. - The company has established research and sales centers in cities including Shanghai, Ningbo, Guangzhou, Shenzhen, and Zhongshan [8]. Recent Developments - Following the announcement of Dr. Lin's passing, the company's website has been changed to black and white as a sign of mourning [10].