7月2日，2025雷神科技信创旗舰新品发布暨客户会于青岛科创生态园举行。本次会议以"信创风雷起， 共创芯未来"为主题，聚焦信创产业发展趋势，探讨产品技术突破路径、产业生态构建模式，瞭望产业 前行方向。 青岛市委常委、副市长王波，海尔集团董事局副主席、总裁梁海山，雷神科技创始人、董事长路凯林， 以及市密码管理局、市民营经济发展局、市大数据发展管理局、市工业和信息化局相关领导，中科方 德、海光信息、飞腾、兆芯等合作伙伴代表悉数出席，数百名核心经销商与主流媒体代表齐聚一堂，共 襄信创产业盛事。 踏准时代节拍，政企共促创新局 青岛市委常委、副市长王波在致辞中指出，近年来，青岛市全力构建"创新引领、软硬协同、应用迭 代、产业集聚"的信创产业发展格局，涌现出一批产业链核心企业。雷神科技作为高性能计算机领域的 先行者，长期深耕信创、电竞两大赛道，这次发布的信创产品，基于国产芯片，适配国产操作系统，性 能卓越、场景应用广泛，将为青岛信创产业发展注入新的动能。当前，青岛正以"走在前、挑大梁"的使 命担当，坚持科技创新引领产业创新，加快构建"10+1"创新型产业体系。我们将持续推动信创产业发 展，构建开放共享、安全可控、富有活力 ...

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]

研究所： 证券分析师： 刘熹 S0350523040001 liux10@ghzq.com.cn 2025 年 05 月 15 日 公司研究 评级：增持(维持) [Table_Title] 定增强化信创、AIPC 及智算领域布局，鸿蒙+ 机器人加速发展 ——软通动力（301236）公司点评报告 最近一年走势 | 相对沪深 300 | 表现 | | 2025/05/14 | | --- | --- | --- | --- | | 表现 | 1M | 3M | 12M | | 软通动力 | 9.5% | -15.1% | 53.0% | | 沪深 300 | 4.9% | 0.1% | 7.8% | | 市场数据 | | | 2025/05/14 | | 当前价格（元） | | | 59.84 | | 周价格区间（元） 52 | 29.20-80.50 | | --- | --- | | 总市值（百万） | 57,024.00 | | 流通市值（百万） | 40,710.07 | | 总股本（万股） | 95,294.12 | | 流通股本（万股） | 68,031.54 | | 日均成交额（百万） | 1,17 ...