去年11月14日，东芯股份高管在2025年第三季度业绩说明会上表示，公司以存储为核心，向"存、算、 联"一体化领域进行技术布局，对外投资砺算科技是公司以上战略的重要举措；目前砺算科技正在围绕 首款图形渲染GPU芯片"7G100"，开展客户送样、测试优化、产品生产与市场推广等工作，相关工作正 常推进中。 据媒体报道，东芯股份在互动平台表示，砺算科技目前经营状况良好，首款自研GPU芯片7G100的客户 送样与测试、产品生产、软件配套与优化、销售拓展等相关工作正在正常开展中。切勿相信"小作文"和 网络谣言。 ...

Group 1: Suspension and Resumption of Trading - Company Gohome China has experienced a short-term continuous rise in stock price, indicating potential market sentiment overheating and irrational speculation risks, leading to a suspension for verification [1] Group 2: Mergers and Acquisitions - Heshun Petroleum plans to acquire control of Kuixin Technology, which focuses on integrated circuit IP and Chiplet product development [2] - Electric Investment Energy intends to purchase 100% equity of Baiyinhua Coal Power for 11.149 billion [2] - Pangu Intelligent aims to gain control of Zhongcheng Petrochemical to accelerate its strategic layout in the lubricating oil sector [2] Group 3: Equity Transfer - Heshun Petroleum's actual controller and concerted parties plan to transfer 6% of the company's shares through an agreement [3] - Fudan Microelectronics' Guosheng Investment intends to acquire 12.99% of shares held by Fuxin Fangao, becoming the largest shareholder [4] Group 4: Investment Cooperation and Operational Status - Rongbai Technology will become the primary supplier of sodium battery cathode materials for CATL, with a commitment to purchase no less than 60% of its total procurement volume annually [5] - Mango Super Media plans to invest 475.2 million in the restructuring of Zhangjiajie Tourism Group [6] - Putailai intends to invest 2.5 billion in a membrane coating integration project [7] - Changchun High-tech's subsidiary Jinsai Pharmaceutical has received approval for clinical trials of its oral small molecule growth hormone secretagogue GS3-007a, with no similar products currently on the market [7] - Samsung Medical's subsidiary is expected to win a national grid procurement project worth approximately 168 million [8] - Industrial Fulian's GB300 achieved mass production in Q3, collaborating with clients on CPO and 1.6T switch development and securing orders [9] - Yijiahe's next-generation embodied intelligent humanoid robot has entered the field application testing phase [10] - Dongxin Technology is working on customer sampling and testing optimization for its first graphics rendering GPU chip "7G100" [11] - Chipsea Technology's EC chip has entered AMD's supplier list [12]

Market Overview - The main board saw significant gains with notable stocks such as Xinjun Network (+10.02%), Jierong Technology (+10.00%), and Huaying Technology (+9.94%) leading the charge [1] - The ChiNext board also performed well, highlighted by Zhongfutong (+20.00%) and Haixia Innovation (+14.20%) [1] - The Sci-Tech Innovation board was led by Gelun Electronics (+5.90%) and Zhongke Lanyun (+4.77%) [1] - The SW Communication Engineering and Services sector showed a modest increase of +0.96% [1] Domestic News - The semiconductor materials and equipment sector is seeing growth with the launch of a new production base by Xiand Group in Anju District, with a total investment of 10.6 billion yuan, expected to generate an annual output value of 5.3 billion yuan [1] - Yushu has released its first wheeled robot G1-D, featuring a high-performance humanoid robot body and advanced data collection tools [1] - Dongxin Co. announced progress in its GPU chip "7G100," with customer sampling and testing ongoing [1] - SMIC provided a positive outlook for Q4, expecting revenue to remain flat or grow by 2%, despite the traditional off-season [1] Overseas News - Applied Materials reported a revenue of $1.96 billion in the Chinese market for FY25Q4, a decline of 8.1% year-on-year, attributed to U.S. export restrictions [1] - The global electronic sensor market is projected to reach $41.2 billion by 2032, with a compound annual growth rate of 6.65% from 2025 to 2032 [1] - Renesas Electronics launched the industry's first DDR5 RDIMM memory module clock driver chip, enhancing performance and diagnostics [1] - Micron announced the sampling of its automotive UFS 4.1 solution, which improves boot speed by 30% and system startup speed by 18% [1]

Core Viewpoint - Dongxin Co., Ltd. is focusing on integrating storage, computing, and networking technologies, with significant investment in Lishan Technology, which is developing a new GPU chip, the "7G100" [1][2] Group 1: Company Strategy and Investments - Dongxin Co., Ltd. is strategically investing in Lishan Technology to enhance its capabilities in the integrated "storage, computing, and networking" field [1] - The company holds approximately 35.87% of Lishan Technology, which is expected to contribute to its long-term growth despite current losses [1][2] Group 2: Product Development and Market Position - Lishan Technology is developing a scalable GPU chip that supports mainstream graphics rendering and AI acceleration, utilizing its proprietary TrueGPU architecture [1] - The first GPU product, "7G100," is undergoing customer sampling, testing, optimization, and market promotion, with progress reported as normal [1] Group 3: Financial Performance and R&D Investment - Dongxin Co., Ltd. reported a total R&D expenditure of 57.07 million yuan in Q3, a 9.31% increase year-on-year, focusing on storage chip advancements [2] - The company has recognized investment losses from Lishan Technology amounting to 15.84 million yuan in Q3 and 52.31 million yuan in the first half of the year [2]

Core Viewpoint - The company is focusing on integrating storage, computing, and networking technologies, with a strategic investment in Lishan Technology as a key initiative to support this direction [1] Group 1 - The company’s core focus is on storage technology, aiming to expand into the integrated field of "storage, computing, and networking" [1] - The investment in Lishan Technology is a significant step in executing the company's strategic plan [1] - Lishan Technology is currently working on its first graphics rendering GPU chip, "7G100," and is engaged in customer sampling, testing optimization, product production, and market promotion [1]