Core Insights - The event highlighted the urgent need for domestic operating systems to replace foreign dependencies due to ongoing international technology blockades [2] - The launch of the Chengmai Xinchuang server based on the Longxin 3C6000 processor marks a significant step in enhancing China's information technology autonomy [1][4] - Chengmai Technology aims to deepen collaboration with Longxin Zhongke to drive innovation in high-performance Xinchuang products [4] Industry Developments - The domestic Xinchuang industry has made significant progress in key technology areas, establishing a complete ecosystem covering hardware, software, and information security [2] - Chengmai Technology has developed a full-chain product system that includes operating system development, Xinchuang complete machines, and industry solutions [2] - The integration of Longxin 3A6000 processor with Tongxin UOS system has resulted in a fully independent Chengmai Xinchuang computer, offering rapid boot times and high stability [2] Product Innovations - The newly launched Chengmai Xinchuang server supports 24/7 stable operation and is compatible with various domestic operating systems, enhancing its utility for complex tasks like AI model training [4] - The Chengmai P1 desktop and N1 laptop showcase breakthroughs in user-friendly Xinchuang terminals, achieving a 10-second boot time and significantly improved office efficiency compared to Intel i7 platforms [4] - The introduction of the "Hanlian" ecosystem adaptation system allows seamless compatibility with Windows applications, addressing challenges in migrating legacy business systems [4] Future Directions - Chengmai Technology plans to continue optimizing the "operating system + chip" collaborative model to accelerate the application of cutting-edge technologies in various sectors [3] - The company is committed to increasing investment in technological innovation and product development to support the national Xinchuang strategy [4] - The strategic collaboration with Longxin Zhongke is expected to deepen, focusing on core computing power and autonomous ecosystems to lead the innovation of high-performance Xinchuang products [4]

今日（6月25日）大数据产业方向继续活跃，截至发稿，奥飞数据、科华数据携手涨超5%，润泽科技涨 逾4%，光环新网涨超3%，热门ETF方面，专注数据科技领域的大数据产业ETF（516700）早盘活跃， 场内价格现涨1.02%，冲击日线3连阳！ 中信建投证券认为，国内第三方支付行业供给侧出清与需求侧互暖叠加，行业景气度持续提升，新技 术、新场景与新市场有望加速打开支付行业成长空间。支付（狭义）环节强调场景拓展，收单等支付服 务有望接棒终端设备形成支付企业经营业绩的全新增长点。清算与结算环节强调基础设施建设，人民币 跨境支付系统（CIPS）、货币桥等SWIFT支付体系备选方案有望迎来快速发展期，银行IT需求或将进 一步释放，第三方支付以及银行IT相关企业有望迎来全新发展机遇。 业内人士指出，政策托底+AI赋能+国产替代刚需，共同构建信创产业的"黄金三角"。AI商业化不仅为 信创提供应用场景和市场空间，更通过技术平权降低生态门槛，加速国产化从党政军向全行业渗透。当 前，金融、政务领域的信创订单已进入爆发期，叠加AI推理算力国产化机遇，建议重点关注核心硬件 （服务器/芯片）和场景化软件企业。 【数据安全为王，科技自立自 ...

据悉，信创ETF(562570)跟踪中证信息技术应用创新产业（300832）指数。该指数聚焦新质生产力，布 局自主可控头部公司，覆盖人工智能、数据算力、工业软件、信息安全等前沿科创产业。截至6月9日， 指数前十大权重股分别为浪潮信息（000977）、海光信息、华大九天（301269）、深信服、金山办公、 用友网络、恒生电子（600570）、中科曙光、广联达（002410）、三六零（601360），合计权重占比 47.72%。信创ETF(562570)为跟踪该指数规模最大的ETF。截至6月9日，信创ETF(562570)自5月16日以 来已连续16个交易日获资金净流入，合计净流入金额高达22.78亿元。 消息面上，6月9日晚间，海光信息、中科曙光纷纷发布公告，披露重组进展，两家公司股票今日双双复 牌。根据中科曙光在公告中披露，公司与海光信息筹划由海光信息通过向中科曙光全体A股换股股东发 行A股股票的方式换股吸收合并中科曙光，并发行A股股票募集配套资金。本次换股吸收合并完成后， 中科曙光将终止上市，海光信息将承继及承接中科曙光的全部资产、负债、业务、人员、合同及其他一 切权利与义务。 华创证券在近期研报中认为，信 ...