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新开普(300248.SZ):公司一校通一体机解决方案已经多轮测试验证
Ge Long Hui· 2025-09-29 01:14
格隆汇9月29日丨新开普(300248.SZ)在投资者互动平台表示,公司一校通一体机解决方案,已经多轮测 试验证,并获得了鲲鹏与华为技术认证书授权及开源openEuler社区版全栈调优测试认证。同时,公司 推出的"星普大模型"已与海光CPU处理器、DCU加速卡系列完成深度适配认证。 ...
24小时环球政经要闻全览 | 9月29日
Ge Long Hui A P P· 2025-09-29 00:59
| | | 全球主要股票指数 | | | | --- | --- | --- | --- | --- | | 市场 | 名称 | 现价 | 涨跌 | 涨跌幅 | | 欧美 | 道琼斯工业平均 | 46247.29 | 299.97 | 0.65% | | | 纳斯达克 | 22484.07 | 99.37 | 0.44% | | | 标普500 | 6643.7 | 38.98 | 0.59% | | | 欧洲斯托克50 | 5499.7 | 54.81 | 1.01% | | | 英国雷时100 | 9284.83 | 70.85 | 0.77% | | | 法国CAC40 | 7870.68 ▽ | 75.26 | 0.97% | | | SEDAV | 23739.47 80 gud a204.64" | | 0.87% | | | 俄罗斯RTS | 1027.06 | 6.46 | 0.63% | | | 上证指数 | 3828.11 | -25.19 | -0.65% | | | 深证成指 | 13209 | -236.9 | -1.76% | | | 创业板指 | 3151.53 | -84.23 ...
彩讯股份(300634):AI全栈体系加速形成 智算业务开始放量
Xin Lang Cai Jing· 2025-09-29 00:34
Core Insights - The company reported a revenue of 920 million yuan for H1 2025, a 17.7% increase year-on-year, with a net profit attributable to shareholders of 135 million yuan, up 14.7% [1] - The growth in the intelligent computing (智算) business is significant, and its revenue share is expected to continue increasing in the future [1][2] - The gross margin has decreased by 8.25 percentage points to 33.6%, primarily due to the lower margin of the intelligent computing business, but the impact is expected to weaken over time [2] Financial Performance - For Q2 alone, the company's revenue, net profit, and net profit excluding non-recurring items grew by 20.8%, 80.8%, and -31.9% respectively [1] - The revenue breakdown for H1 2025 shows collaborative office products at 250 million yuan (+2.0%), smart channel products at 353 million yuan (+14.8%), and intelligent computing and data intelligence products at 284 million yuan (+50.1%) [1] Business Segments - The collaborative office business is stable, with future growth dependent on the promotion of new technologies and products [1] - The smart channel product line has seen rapid growth, driven by new products such as 5G new calling and AI marketing assistants [1] - The intelligent computing and data intelligence product line has shown remarkable growth due to increased investment in technology services and computing power services [1][2] Cost and Margin Analysis - The gross margin decline is attributed to a 2.4 percentage point drop in the gross margin of technology services and a significant increase in the share of low-margin intelligent computing business [2] - The overall expense ratio decreased from 25.1% in H1 2024 to 22.2% in H1 2025, with sales and management expenses down by 24.0% and 0.5% respectively [2] AI Integration and Future Outlook - The company has developed a comprehensive AI service system, integrating AI infrastructure, model training, and application development [2] - The acceleration of AI penetration in the B-end market is expected to enhance the company's full-stack AI capabilities, driving further growth [2] Profit Forecast - Adjusted profit forecasts for the company indicate net profits of 252 million yuan, 282 million yuan, and 360 million yuan for 2025-2027 [3] - The reasonable valuation level is set at 56 times PE for 2025, corresponding to a target price of 31.36 yuan, maintaining a buy rating [3]
盘前必读丨央行三季度货政例会释放重要信号;有色金属、石化化工等行业迎政策支持
Di Yi Cai Jing· 2025-09-28 23:19
Group 1 - The U.S. stock market experienced a broad increase, with the Dow Jones rising by 0.65%, the Nasdaq by 0.44%, and the S&P 500 by 0.59% [4] - Major technology stocks showed mixed results, with Oracle down 2.7%, Meta down 0.7%, and Tesla up 4.0% [4] - The Nasdaq China Golden Dragon Index fell by 1.6%, with Alibaba, NetEase, and Baidu each dropping over 2% [4] Group 2 - The People's Bank of China emphasized maintaining ample liquidity and guiding financial institutions to increase credit supply to match economic growth and price expectations [5] - The Ministry of Industry and Information Technology projected an average annual growth of around 5% for the non-ferrous metals industry from 2025 to 2026 [5] - The petrochemical industry is expected to see an average annual growth of over 5% during the same period, with significant improvements in technological innovation and environmental performance [6] Group 3 - The National Development and Reform Commission highlighted the importance of private investment as a key indicator of economic activity and stability [7] - The 2025 World New Energy Vehicle Conference focused on expanding market consumption and optimizing tax incentives for new energy vehicles [8] - The National Bureau of Statistics reported that profits of large industrial enterprises increased by 0.9% year-on-year in the first eight months of 2025 [8] Group 4 - The State-owned Assets Supervision and Administration Commission emphasized the need for state-owned enterprises to enhance operational efficiency and focus on high-quality investment [9] - Jiangsu Province announced adjustments to its vehicle trade-in policy, affecting the implementation of subsidies [10][11] - The company Ningbo Huaxiang signed a patent licensing agreement with Jilin University for PEEK industrialization technology [16] Group 5 - The company *ST Tianmao will have its stock delisted on September 30, 2025, following a decision by the Shenzhen Stock Exchange [20] - Huajing Securities anticipates that the A-share market may continue a volatile trend in the short term, with limited risks during the holiday period [21] - The company Moer Thread's IPO application was approved in just 88 days, reflecting improved efficiency in the review process for hard technology enterprises [14]
上证早知道|央行,最新操作;“AI+交通运输”,七部门部署;石化化工行业,稳增长方案来了
Shang Hai Zheng Quan Bao· 2025-09-28 23:13
Monetary Policy and Economic Measures - The People's Bank of China announced a 7-day reverse repurchase operation of 181.7 billion yuan at a fixed interest rate of 1.4% on September 28 [4] - The monetary policy committee of the People's Bank of China emphasized the use of securities, funds, and insurance company swap facilities to maintain capital market stability [4] - The Ministry of Transport expects a total of 2.36 billion cross-regional passenger flows during the National Day and Mid-Autumn Festival holiday, averaging about 295 million per day, a 3.2% increase from the previous year [4] Industry Development Initiatives - The Ministry of Industry and Information Technology, along with other departments, issued a work plan for the petrochemical and chemical industry, aiming for an average annual growth of over 5% in value added from 2025 to 2026 [10] - The plan focuses on key product breakthroughs in integrated circuits, new energy, and medical equipment, supporting the development of high-end chemical products [10] - The Ministry of Industry and Information Technology and other departments also released a work plan for the non-ferrous metals industry, targeting an average annual growth of around 5% in value added from 2025 to 2026 [12] AI and Transportation - The Ministry of Transport and other departments issued implementation opinions on "Artificial Intelligence + Transportation," aiming for widespread application of AI in the transportation sector by 2027 [8] - The opinions focus on seven key areas, including smart driving assistance, intelligent railway systems, and smart logistics [8] - Companies like Les Information and COSCO Shipping Technology are developing AI-integrated products to enhance their capabilities in the low-altitude economy and shipping logistics [8] Company Developments - Galaxy Magnetics plans to acquire 100% of Kyoto Longtai's shares through a combination of stock issuance and cash payment, expanding its product range in magnetic materials for the automotive sector [15] - Dongxing Medical intends to purchase 90% of Wuhan Yijiaobao's shares to enhance its position in high-end orthopedic and biomedical materials [15] - East Star Medical's overseas subsidiary secured an order worth approximately 1.8 billion yuan, representing 22.3% of the company's projected revenue for 2024 [16]
面对开不完的会,我们距离「信息自由」还有多久?
Sou Hu Cai Jing· 2025-09-28 17:02
Core Insights - The article discusses the overwhelming amount of information in modern life, particularly focusing on the rise of short video content and the resulting phenomenon of FOMO (Fear of Missing Out) [2][3] - It highlights the introduction of AI features in Tencent's products, specifically the "AI Hosting" and "AI Minutes" functionalities, which aim to alleviate information overload during meetings [4][17] Group 1: Information Overload - The report indicates that mainstream platforms will generate approximately 130 million short videos daily in 2024, equating to over 240 years of continuous viewing if each video is one minute long [2] - The prevalence of unread messages and rapidly changing trending topics contributes to a collective anxiety regarding information consumption [3] Group 2: AI Solutions - Tencent's "AI Hosting" feature allows users to delegate meeting participation to AI, enabling them to manage their time more effectively [4][10] - The "AI Minutes" function generates summaries every two minutes during meetings, helping users keep track of discussions and important points even if they miss parts of the meeting [12][17] - These AI tools aim to transform the traditional meeting experience by enhancing information flow and reducing the need for physical presence [15][17] Group 3: Impact on Work Culture - The integration of AI in meetings addresses the paradox of needing to be present while also managing multiple commitments, thus redefining the concept of attendance [15][17] - The article draws parallels with Amazon's efficient meeting practices, suggesting that technological innovations can democratize access to information and improve overall productivity [17]
开源鸿蒙6.0发布,关注开源鸿蒙产业进展
Changjiang Securities· 2025-09-28 14:43
Investment Rating - The industry investment rating is "Positive" and is maintained [6] Core Viewpoints - The release of OpenHarmony 6.0 marks a significant milestone, with continuous upgrades and iterations under an open-source model, leading to technological breakthroughs and ecosystem improvements. This is expected to attract more manufacturers to join the OpenHarmony ecosystem, creating a positive cycle and accelerating its development [2][4][9] - The report suggests focusing on manufacturers within the Harmony industry chain that are developing commercial distributions and independent brands based on the Harmony system, as they are likely to enhance their market share due to the system's advantages in fluidity, universality, connectivity, and security [2][9] Summary by Sections Event Description - On September 27, the OpenHarmony Technology Conference 2025 was held in Changsha, where the OpenAtom OpenHarmony project officially released the OpenHarmony 6.0 version [4] Technical Breakthroughs - OpenHarmony 6.0 has achieved multiple technical breakthroughs, including enhanced ArkUI component capabilities, upgraded window capabilities, and improved application framework support, which collectively optimize the development experience and reduce development costs [9] Community and Ecosystem Growth - As of August 31, the OpenHarmony community has gathered over 9,200 contributors, with a total code contribution exceeding 130 million lines. More than 480 partners are involved in co-construction, and over 1,300 products have passed compatibility testing across various sectors [9] Future Plans - OpenHarmony plans to incubate cross-platform framework PMC and embodied intelligence PMC, focusing on cutting-edge areas such as AI on the edge and interconnectivity standards, which will significantly expand its development boundaries [9]
“A吸并B”交易,获批
中国基金报· 2025-09-28 13:47
9月28日晚间,海联讯、杭汽轮B双双发布公告称,于2025年9月26日收到了中国证监会出具的《关于同意杭州海联讯科技股份有限公司吸 收合并杭州汽轮动力集团股份有限公司注册的批复》。 【导读】海联讯吸收合并杭汽轮B获证监会批复 中国基金报记者 吴君 又一例"A吸并B"交易即将诞生。 海联讯吸收合并杭汽轮B获批 根据最新发布的批复,证监会同意杭州海联讯科技股份有限公司以新增11.75亿股股份吸收合并杭州汽轮动力集团股份有限公司的注册申 请。该批复有效期为12个月。 证监会表示,本次吸收合并应当严格按照报送深圳证券交易所的有关申请文件进行,按照有关规定及时履行信息披露义务,办理相关手 续。 去年10月,两家公司共同宣布,海联讯拟换股吸收合并杭汽轮B,预计构成重大资产重组和关联交易。由于两家公司的实际控制人均为杭州 市国资委,且该交易或将成为A股公司换股吸收合并B股公司的新案例,还预计构成"蛇吞象"式重组,因此备受市场瞩目。 今年6月,深交所受理了相关申请,还就估值合理性、协同效应等方面发出问询函。今年9月初,相关重组上市事项过会。9月26日证监会 正式批准,标志着该交易进入实施阶段。 一笔"蛇吞象"的交易 资料显示 ...
“A吸并B”交易,获批
Zhong Guo Ji Jin Bao· 2025-09-28 13:29
又一例"A吸并B"交易即将诞生。 9月28日晚间,海联讯、杭汽轮B双双发布公告称,于2025年9月26日收到了中国证监会出具的《关于同意杭州海联讯科技股份有限公 司吸收合并杭州汽轮动力集团股份有限公司注册的批复》。 海联讯吸收合并杭汽轮B获批 根据最新发布的批复,证监会同意杭州海联讯科技股份有限公司以新增11.75亿股股份吸收合并杭州汽轮动力集团股份有限公司的注 册申请。该批复有效期为12个月。 证监会表示,本次吸收合并应当严格按照报送深圳证券交易所的有关申请文件进行,按照有关规定及时履行信息披露义务,办理相 关手续。 去年10月,两家公司共同宣布,海联讯拟换股吸收合并杭汽轮B,预计构成重大资产重组和关联交易。由于两家公司的实际控制人均 为杭州市国资委,且该交易或将成为A股公司换股吸收合并B股公司的新案例,还预计构成"蛇吞象"式重组,因此备受市场瞩目。 今年6月,深交所受理了相关申请,还就估值合理性、协同效应等方面发出问询函。今年9月初,相关重组上市事项过会。9月26日证 监会正式批准,标志着该交易进入实施阶段。 一笔"蛇吞象"的交易 资料显示,海联讯是一家从事电力信息化系统集成业务的国家高新技术企业,201 ...
调研速递|中科创达接受博时基金等50余家机构调研 智能汽车与物联网业务成关注焦点
Xin Lang Zheng Quan· 2025-09-28 12:11
9月1日至28日,中科创达软件股份有限公司开展了特定对象调研以及"走进创业板综ETF成分股公司 (中科创达)活动",吸引了博时基金、西部利得、前海联合等超50家机构参与。公司副总裁杨新辉、 董事长助理投资总监Rick MI等接待了来访人员。 从调研内容来看,机构对中科创达在各业务板块的布局与发展十分关注。 智能汽车领域:技术赋能,AI引领变革 在智能汽车领域,中科创达早在2013年便提前布局,2017年收购芬兰公司Rightware,优化迭代Kanzi产 品,成为全球主流车厂智能座舱首选的UI开发工具和引擎。 2025年,AI成为汽车行业主旋律,公司推出"AIOS + AIBOX"一体化解决方案。滴水AIOS以AI原生架构 为核心,重构智能座舱操作系统逻辑,实现算力动态智能分配与灵活模型调度。AIBOX则搭载NVIDIA Drive AGX芯片,提供200TOPS的AI算力与205GB/s的传输带宽,破解AI算力瓶颈,降低升级成本与周 期。 海外业务:全球化布局,助力企业出海 中科创达在全球化布局方面走在前列。操作系统的全球化技术属性,使其能为全球用户创造价值。以 AIOS为例,其融合全球汽车产业和应用生态, ...