国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 印度政府表示，DHRUV64标志着印度在建立安全自给自足的半导体生态系统方面的重大里程碑。 它增强了在先进处理器开发方面的本土 能力，支持 关键的数字基础设施，从而减少对进口微处理器的长期依赖。 其还表示，目前印度消耗了全球约20%的微处理器，DHRUV64的成功为其提供了一个现代化的本土处理平台。随着DHRUV64的成功落 地，下一代更高性能的处理器Dhanush和Dhanush+也已进入开发阶段。 RISC-V是一种开放架构，它提供了一套用于芯片设计的指令集。它不涉及任何许可费用，这使得工业界、初创企业和研究机构可以通过共 享创新更广泛地采用RISC-V。它有助于在 DIR-V 计划下构建完整的国产微处理器产品组合，供各个领域使用。它通过为开发者提供通用 工具和标准来鼓励共同创新，从而改善研究机构和公司之间的合作。 DHRUV64 是印度构建安全自主半导体生态系统的重要 里程碑，显著提升了该国在高端处理器研发领域的本土能力，为关键数字基础设施提供技术 保障，进而降低长期对进口微处理器的依赖。 印度消费了全球约 20% 的微处理器，DHRUV64 的成功研 ...

Group 1: Financial Data Insights - The significant point of focus in the September financial data is the substantial decrease in non-bank deposits, attributed mainly to a high base from the previous year and a turbulent stock market in September 2025, which likely contributed to the reduced non-bank deposits [1][26][27] - In September, the total social financing (社融) decreased by 2,297 billion yuan year-on-year, with new social financing amounting to 35,338 billion yuan, which was below market expectations [2][27] - The new RMB loans in September were 12,900 billion yuan, a year-on-year decrease of 3,000 billion yuan, indicating a continued weak credit environment [3][27] Group 2: Company-Specific Insights on 德昌电机控股 (Johnson Electric) - 德昌电机控股 is positioned to benefit from the growth in humanoid robot components manufacturing, leveraging its established advantages in the electric motor sector and its extensive overseas presence [6][20][21] - The company is expected to see a steady increase in net profit, projected at 2.81 billion USD for 2026, 3.22 billion USD for 2027, and 3.55 billion USD for 2028, reflecting growth rates of 7%, 15%, and 10% respectively [6][20] - The automotive small motor market is anticipated to grow, with the average selling price (ASP) of small motors in smart electric vehicles expected to increase by 50% compared to traditional fuel vehicles, driven by advancements in various vehicle systems [8][21]