信息技术应用创新产业（以下简称"信创产业"）作为中国为构建自主可控的IT生态体系而重点发展 的战略性新兴产业，正迎来蓬勃发展。日前，2025第二届教育信息技术应用创新大赛在杭州举办，来自 全国295所高校的320支队伍、888名师生代表参加了决赛。 大赛覆盖信息技术应用创新的多个方向，既有应用软件适配迁移、操作系统技能挑战等基础实操类 赛项，也专设了人工智能方向，如基于大模型的教育教学应用开发、自动驾驶算法挑战等10个创新赛 道。比赛中，选手们完成了系统部署、应用开发、网络安全等高难度挑战，展现出扎实的技术功底与创 新能力。 当前，信创产业正经历从"可用"到"好用"、从试点到规模化的关键转型。中国教育技术协会副会 长、教育部教育管理信息中心副主任、教育信创实验室主任曾德华认为，大赛赛项设置精准对接教育场 景实际需求，通过以赛促学的方式有效促进了产业与教育的深度融合，为信创人才培养体系建设提供了 实践范本。 ...

特朗普周二在白宫会见穆罕默德王储时对记者表示："我们正在就此努力。"总统称，该协议将涉及"特 定级别的芯片"。一位知情人士透露，批准的芯片数量预计将达到数万颗半导体，但拒绝进一步具体说 明。 特朗普在维持这些限制措施的同时，也在推动涉及大规模芯片销售的中东人工智能重大协议——对沙特 而言，其承诺在美国投资数千亿美元的承诺为谈判提供了助力。 尽管如此，今年早些时候美沙之间的人工智能谈判仍弥漫着美国对中国与海湾国家关系的担忧，尽管两 国在特朗普五月访问中东时宣布了一系列企业合作。目前尚不清楚沙特在最新协议中具体做出了哪些承 诺——不过几位熟悉协议的知情人士强调，协议确实包含安全条件。 美国的批准将标志着英伟达(NVDA.US)和AMD(AMD.US)等一些世界最大半导体公司的胜利，这些公司 一直寻求供应中东市场。Humain首席执行官塔雷克·阿明上个月表示，该公司计划到2030年部署多达40 万颗人工智能芯片。 美国商务部负责监督半导体出口管制的工业与安全局拒绝置评，Humain也同样不予置评。 阿明上个月告诉媒体，Humain正在等待涉及英伟达、AMD、高通公司以及加州芯片初创公司Groq的芯 片出口许可。 这 ...

麒麟信安（688152.SH）11月18日在投资者互动平台表示，1、公司已在广汽集团成功落地国内首个具备 全栈自主创新能力的高性能计算研发平台。该平台通过精准分析仿真软硬件需求，深度融入汽车研发流 程仿真领域核心业务场景，构建高适配性操作系统底座，系统化赋能国产仿真软硬件生态体系建设；面 向HPC高性能计算场景，公司自主研发HPC集中监控系统，构建覆盖集群硬件资源状态、应用负载动态 及网络通信效能的全栈实时监测体系，实现对高性能计算集群运行状态的全维度性能监控。目前公司与 广汽集团的合作处于产品测试验证及应用场景推广阶段，尚未产生相关收入。请投资者注意投资风险。 2、目前公司操作系统在机器人领域处于应用场景测试过程中，暂未形成相关订单。请投资者注意投资 风险。目前公司整体在手订单情况良好，具体业绩经营情况请您以公司发布的定期报告为准。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：公司跟广汽集团合作的产品是什么？是否有订单？公 司的机器人操作系统除了应用在超能机器人公司还有其他机器人公司吗？有没有订单？四季度订单情况 怎么样？ ...

Core Viewpoint - Zhongke Chuangda achieved a net profit attributable to shareholders of 229 million yuan (+50.72%) in the first three quarters, with Q3 alone contributing 71 million yuan (+48.26%) [1] Financial Performance - The company reported a significant increase in net profit for the first three quarters, indicating strong financial health and growth potential [1] - The Q3 performance reflects a continued upward trend in profitability, showcasing the company's operational efficiency [1] Market Potential - The overseas market is highlighted as a key area for future growth, demonstrating the company's commitment to global expansion [1] - The integration of AI and other new technologies into operating systems is expected to enhance system optimization across various computing platforms [1] Product Development - The company is focusing on combining existing products and technologies with edge intelligence, positioning itself as a core player in the development of smart terminals [1] - Strategic investments in AI smartphones, AI robots, and AI glasses indicate a proactive approach to capitalize on emerging trends in the smart device market [1] Valuation - Based on comparable companies' 2026 PE levels, the company is assigned a target price of 89.79 yuan, maintaining a "buy" rating [1]

来源：猎云网 近日，人形机器人公司加速进化（Booster Robotics）完成新一轮超亿元融资，由IDG资本投资、亦庄国投跟投，老股东源码资本、英诺天使基金、深创投集 团、博华资本等持续加注。 据了解，本轮融资将主要用于产品研发升级、规模化量产交付及生态平台服务建设。 加速进化希望通过打造人形机器人产品，联合全球开发者，推动生产力变革。早期战略面向科研教育场景，基于团队在机器人、软件、芯片和商业化等全方 位经验，打造人形机器人、操作系统、开发工具等软硬件平台，加速具身智能的落地。 成立一年，加速进化即实现全球稳定量产交付，2025年上半年交付数百台，覆盖20多个国家的高校与科研机构，全球化占比超50%。 10月24日，Booster K1在淘宝天猫等平台首发，仅20分钟首批全款订单即告售罄，发布会现场经销商签约订单突破千台。截至目前，加速进化人形机器人全 球累计出货量已突破700台，覆盖200余家海内外客户，涵盖顶尖科技企业、科研院校、K12学校、知名赛事战队及商业展演等领域，其中海外市场占比超 50%。 成立两年来，加速进化已在机器人赛事、科研与展演领域构建起成熟的商业闭环，持续领跑人形机器人行业。近期 ...

上证报中国证券网讯（记者 窦世平）中国工程院院士倪光南14日在操作系统大会2025上表示，基础软 件是战略性产业，必须加强自主创新；是生态型产业，必须共创共建共享；是长周期产业，必须长期持 续投入。超节点已经成为算力基础设施建设和部署的主流形态，未来，智能时代的操作系统将衔接智能 时代的硬件和应用，成为释放算力潜能的核心基石，助力千行万业智能化。 来源：上海证券报·中国证券网 ...

Core Viewpoint - The article discusses the recent changes in shareholder structure of Chaoju Fusion, a leading provider of computing infrastructure and services, highlighting new investments and strategic partnerships aimed at enhancing its market position and preparing for an eventual public listing [2][4]. Shareholder Changes - On November 7, 2025, Chaoju Fusion completed a new round of shareholder changes, with several new investors including various advanced computing investment funds from Zhengzhou Airport and other institutions [2][4]. - The new shareholders include Zhengzhou Airport Advanced Computing Phase I, II, and III Investment Funds, among others, with several existing shareholders also increasing their investments [2][3]. Financial Performance - Chaoju Fusion is projected to achieve a revenue of 43.5 billion CNY in 2024, ranking second in the Chinese server market and sixth globally [5]. - The company has successfully integrated core assets and R&D teams from Huawei's server division, maintaining a strong product lineup that includes general servers, AI servers, and critical business servers [5]. Strategic Investments - The company has attracted multiple rounds of strategic investments from state-owned enterprises and funds, including China Mobile and China Telecom, which have significantly bolstered its financial backing [6][8]. - The strategic investment from the National Adjustment Fund, managed by China Chengtong Holdings Group, is aimed at enhancing Chaoju Fusion's capabilities in the semiconductor sector [4]. Market Position and Future Plans - Chaoju Fusion is focusing on developing a dual-ecosystem approach compatible with both Eastern and Western computing paradigms, aiming to provide comprehensive computing solutions [5]. - The company is positioned as a key player in the "East Data West Calculation" initiative, contributing to the establishment of a complete industrial chain in advanced computing and integrated circuits in Zhengzhou [8].

Core Viewpoint - The article discusses the potential for A-shares to experience a long-term upward trend similar to the U.S. stock market, particularly in the context of the upcoming "15th Five-Year Plan" which is expected to significantly impact China's economic structure and present investment opportunities [1][9]. Group 1: Stock Index Dynamics - The performance of stock indices is positively correlated with the market capitalization of listed companies and negatively correlated with the number of listed companies [2]. - The U.S. stock market has seen an average annual growth of 13% in total market capitalization from 2010 to 2024, with a low expansion rate in the number of listed companies [3]. - The Nasdaq index has a high concentration of market capitalization, with the top 8 tech companies accounting for 53% of its total market value, which enhances overall profitability [4]. Group 2: A-share Market Analysis - A-shares have shown an average annual growth of 11% in total market capitalization from 2010 to 2024, indicating a foundation for long-term growth [5]. - The rapid expansion of the number of listed companies in A-shares, averaging 8% annually, has outpaced the U.S. market, contributing to longer intervals between new highs in total market capitalization [6]. - Recent trends show that A-share total market capitalization increased by 50% from August 2024 to September 2025, while the number of listed companies grew only by 1%, suggesting a potentially better performance in this cycle [7]. Group 3: Future Investment Opportunities - The "15th Five-Year Plan" is expected to create significant investment opportunities, particularly in areas such as technology independence, domestic substitution, and high-end manufacturing [10]. - The construction of a unified national market is anticipated to enhance domestic demand and may lead to a turnaround in cyclical industries like coal, steel, and chemicals [11][12]. - The emphasis on a comprehensive green transition is likely to accelerate opportunities in renewable energy sectors, including solar power, energy storage, and electric vehicles [13].

Core Viewpoint - The article discusses the draft management measures for the National Emerging Industry Innovation Center and the National Industrial Technology Engineering Center, emphasizing the importance of integrating technological and industrial innovation to support national development strategies [2]. Group 1: National Policy Initiatives - The National Development and Reform Commission has drafted management measures to promote the establishment and operation of innovation centers [2]. - The draft encourages the inclusion of major technological equipment, new materials, and high-end software developed by these centers in the government green procurement list [2]. - The centers are mandated to procure domestic instruments, industrial software, and operating systems [2]. Group 2: Financial Support and Investment - The National Development and Reform Commission will organize applications for national subsidy funds based on operational evaluation results of the innovation centers [2]. - Financial institutions, investment funds, and other social capital are encouraged to invest in the innovation centers [2]. - Companies and entrepreneurs are also encouraged to contribute to the construction and operation of these centers [2].

Core Insights - The article discusses the leadership philosophy of Li Xiang, emphasizing the importance of young talent in research and development, and the unique management styles within the company [1][7][11] Group 1: Leadership Philosophy - Li Xiang believes that experience can be a barrier to research, advocating for a high proportion of fresh graduates in research teams, which currently stands at around 60-70% [1][7] - The company employs different management styles for various teams, including manufacturing, operating systems, and autonomous driving, with a core team of about 200 people dedicated to end-to-end autonomous driving [6][7] - Li Xiang admires Liang Wenfeng's self-discipline and his approach to researching global best practices, which has influenced the company's operational strategies [4][5][11] Group 2: AI and Engineering Insights - Li Xiang expresses confidence in his engineering background, stating that while he may be misled in AI science, he cannot be deceived in AI engineering due to his strong engineering mindset [2][16] - The company has benefited from the open-source project DeepSeek, which accelerated their development timeline for language models by nine months [5][8] - Li Xiang emphasizes the importance of structural questioning in engineering, which aids in improving team efficiency and problem-solving [18] Group 3: Talent Acquisition and Competition - The company is focused on attracting talent by emphasizing its commitment to AI and the importance of real-world applications, which enhances its appeal to potential recruits [10] - Li Xiang notes that while competitors may have larger teams, the company's smaller, focused team has achieved superior product experiences in autonomous driving [6][7] Group 4: Best Practices and Growth - Li Xiang identifies growth as a central theme in his leadership, linking personal development to user value and commercial success [15] - The company aims to internalize best practices, particularly in research and analysis, to enhance success rates in various projects [13][14]