来源：环球网 【环球网科技综合报道】12月16日消息，据科技媒体OC3D报道，显卡制造企业蓝宝科技北美公关经理 Ed Crisler近日公开发声，呼吁AMD等GPU芯片制造商放宽设计限制，给予板卡合作伙伴更大的创新空 间，以推动显卡市场差异化发展。 作为AMD的独家板卡合作伙伴，蓝宝石与华硕、技嘉、微星等同行相比，其市场表现和产品线长期受 芯片制造商提供的技术条件约束。Ed Crisler表示，这一现状并非个例，英伟达的板卡合作伙伴同样面 临类似限制。 Ed Crisler表示，尽管板卡合作伙伴目前可在散热器更换、布局调整等方面进行优化，但严格的设计限 制仍制约了在用户体验功能和工业设计上的创新潜力。他期待芯片制造商进一步放宽限制，让各品牌产 品能够在设计上脱颖而出，为消费者提供更多元化的选择。（纯钧） "我们希望芯片制造商能适当放权，"Ed Crisler强调，"只需提供核心芯片、显存，明确主板兼容的必要 参数，剩下的设计工作应交由合作伙伴完成。让我们充分发挥创意，打造真正差异化的产品，改变当前 市场同质化日趋明显的局面。" 他指出，当前同一级别GPU的工厂超频显卡，其最低与最高频率对应的性能差异仅在1.5 ...

据悉，公司于9月12日向港交所提交申请，从港交所主板自愿撤回股份上市。公司从港交所除牌后将保 留其股份于新加坡交易所现有主要上市地位。公开资料显示，栢能集团为全球第二大GPU显卡生产厂， 旗下的索泰品牌为英伟达全球核心AIC合作伙伴。 柏能集团(01263)再跌超3%，截至发稿，跌3.24%，报5.07港元，成交额1342.43万港元。 消息面上，栢能集团此前公布，撤回上市的决议已获股东投票正式通过，预计股份于港交所买卖最后日 期为2026年1月8日，而股份于港交所主板之上市地位预期将于2026年1月14日下午四时正撤回。 ...

Group 1 - The core point of the article is that Banan Group (01263) has seen a nearly 5% increase in stock price following the approval of a resolution to withdraw its listing from the Hong Kong Stock Exchange, with shares trading at 6.53 HKD and a transaction volume of 20.5392 million HKD [1] - The decision to withdraw from the Hong Kong Stock Exchange was officially approved by shareholders, with the last trading date expected to be January 8, 2026 [1] - The company submitted an application to voluntarily withdraw its shares from the main board of the Hong Kong Stock Exchange on September 12 [1] Group 2 - After delisting from the Hong Kong Stock Exchange, the company will retain its primary listing status on the Singapore Exchange [1] - Banan Group is recognized as the second-largest GPU graphics card manufacturer globally, with its Zotac brand being a core AIC partner of NVIDIA [1]

Core Viewpoint - Nvidia's new GeForce RTX 50 series graphics cards are experiencing high demand, significantly exceeding supply, with retail prices up to 50% above the official suggested price [1] Group 1: Nvidia and RTX 50 Series - The RTX 5090 graphics card is currently priced over $3000 in the market, maintaining a high premium [1] - The RTX 5090 and RTX 5080 feature significant technical improvements over the previous generation, including the latest Ada Lovelace architecture, enhanced graphics processing capabilities, and support for ultra-high resolutions [1] - The VRAM for the RTX 5090 has been increased to 24GB, enhancing gaming graphics and performance [1] Group 2: Company Performance and Market Outlook - According to GF Securities, the shipment volume of the RTX 50 series is expected to reach 35-40 million units by 2025, representing a growth of over 30% compared to the previous RTX 40 series [2] - Biostar Group, a major GPU manufacturer, reported a revenue of 10.082 billion yuan for 2024, a 10% increase year-on-year, with a net profit of 262 million yuan, up 331% [2] - The strong demand for new graphics cards and reduced promotional expenses contributed to improved gross margins for Biostar Group [2] Group 3: Profitability and Valuation - If the RTX 5090 accounts for 5% of the RTX 50 series shipments, Biostar Group could see a net profit contribution of approximately 512 million HKD from this product alone, nearly doubling its 2024 net profit [3] - Biostar Group has recently partnered with Supermicro and is entering the Chinese cloud service supply chain, which may provide new growth opportunities [3] - The company's stock is currently trading at a PE ratio of only 4 times for 2025, significantly lower than competitors like Asus (12 times) and MSI (13 times), indicating substantial valuation recovery potential [3]