11月21日，总部位于广州的国产软件科创板上市公司品高股份接连发布多份公告，包括变更公司总经 理、对算力芯片初创公司江原科技增资投资4亿元、12%股权转让等重要事项。11月21日，品高股份股 票开盘涨停20%封板，直至收盘未开板，总市值55.42亿元。 品高股份发布关于变更公司总经理的公告显示，董事会于近日收到公司总经理黄海的辞职报告，黄海因 计划更专注于履行董事长职责，集中精力统筹公司长期战略规划与发展方向，进一步优化公司治理结 构、提升决策效率，故申请辞去公司总经理职务。辞职后黄海仍系公司实际控制人之一。 资料显示，黄海于1971年8月出生，于1993年至2002年历任广州市京华网络有限公司系统开发部经理和 研发中心总经理。2003年至今就职于品高股份，是公司创始团队成员之一。2018年12月黄海任广州市品 高软件股份有限公司董事并出任董事长，2019年1月起担任总经理职务。 黄海卸任总经理后，品高股份聘任李淼淼担任公司总经理。公告显示，李淼淼于1987年出生，毕业于中 山大学计算机软件与理论专业，数据库工程师。2012年7月至2015年6月，任职于中央人民政府驻香港特 别行政区联络办公室，担任副主任科员 ...

Core Insights - The company reported a revenue of 165 million yuan for the first half of 2025, representing a year-on-year growth of 7.21%, while the net profit loss narrowed by 9.25 million yuan, an increase of 36.91%, indicating significant improvement in profitability [2] - The demand for intelligent computing is experiencing explosive growth, with China's intelligent computing scale expected to grow by over 40% this year, driven by applications in various fields such as generative models, autonomous driving, and smart cities [2] - The company is strategically focused on building a comprehensive domestic AI computing infrastructure through deep collaboration with Jiangyuan Technology in the AI chip sector, aiming for breakthroughs in technology through a "hardware + software" integration approach [3] Company Developments - The company announced the upcoming launch of the new generation of its AI integrated machine (PYD20 series), which features the Jiangyuan D20 board card with a single card computing power of 320 TOPS and a total memory capacity of 4 terabytes, doubling the computing power and quadrupling the memory capacity compared to the previous PYD10 model [3][4] - The PYD20 series is the first domestically produced AI inference product with a dual-chip architecture, achieving full-stack domestic adaptation from CPU chips to operating systems, supporting localized deployment for enterprise-level AI applications [4] - The company has also made strategic investments in domestic chip manufacturers to enhance its layout in domestic inference chips and integrated sensing chips, while collaborating with universities to establish joint research centers for model optimization and chip technology [4] Future Outlook - The company launched the Bingo AIInfra intelligent computing scheduling platform, designed for enterprises, which offers advanced GPU resource management capabilities to ensure efficient support for AI computing tasks under varying loads [5][6] - Looking ahead, the company aims to continue its core strategy centered on the "cloud data foundation platform," focusing on a dual-driven approach of "vertical field AI + domestic computing ecology" to build a diversified business system covering full-stack cloud services and domestic computing ecosystems [6]