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8月股价涨幅超82%的东芯股份复牌,“反路演”引投资者戏称“东伟达”来了公司半年报现“牛散”赵建平、赵吉
Xin Lang Cai Jing· 2025-09-02 21:12
Core Viewpoint - Dongxin Co., Ltd. (688110.SH) is set to resume trading after a suspension, with significant investor interest driven by its recent performance and developments in its self-developed GPU technology [1][2]. Group 1: Company Performance - Dongxin Co., Ltd. experienced a stock price increase of 207.85% from July 29 to August 28, reaching a market capitalization of 52.185 billion yuan [1]. - The stock price rose over 82% in August alone, indicating strong market momentum [1][2]. Group 2: Investor Interest - Notable investors Zhao Jianping and Zhao Ji have entered the top ten circulating shareholders, with holdings of 5.13 million shares and 3 million shares, respectively [4][5]. - The combined market value of their holdings exceeds 950 million yuan based on the closing price of 118.00 yuan per share on August 28 [6]. Group 3: GPU Development - Dongxin Co., Ltd. is linked to the recent launch of Shanghai Lishuan's self-developed GPU chip "7G100" and graphics card product "Lisuan eXtreme," which are aimed at various applications including AI PCs and cloud gaming [2][3]. - The company has indicated that its GPU products are not intended for large model computing clusters, and as of now, no revenue has been generated from these products [2][3].
8月股价涨幅超82%的东芯股份复牌,“反路演”引投资者戏称“东伟达”来了 公司半年报现“牛散”赵建平、赵吉
Mei Ri Jing Ji Xin Wen· 2025-09-02 16:59
每经记者|胥帅 每经编辑|文多 科创板大牛股东芯股份(688110.SH,股价118.00元,市值521.85亿元)要复牌了! 9月2日晚间,披露了停牌核查结果公告的东芯股份热度上升,更有投资者激动地称其为"东伟达"。投资 者为何如此激动?原来,上市公司在披露复牌公告时,还披露了投资者关系活动记录表——和一般机构 调研不同,这次是上市公司主动邀请投资者的"反路演"。投资者关系活动记录表和复牌公告,均提到了 国产GPU(图形处理器)芯片。 《每日经济新闻》记者还注意到,公司之前披露的2025年半年报显示,赵建平、赵吉两大"牛散"进入了 公司前十大流通股东之列,而赵建平和近期热度很高的章建平是几乎同一时代的知名人物。 上海砺算发布首款自研GPU芯片 但尚未产生收入 9月2日晚间,科创板大牛股东芯股份披露停牌核查结果暨复牌的公告。 停牌前的7月29日至8月28日,公司股价累计涨幅为207.85%,市值达到了521.9亿元。8月公司股价累计 涨幅超过82%。 赵建平、赵吉两大"牛散"现身半年报 牛股停牌核查并不新鲜,然而东芯股份的复牌公告却在多个股票论坛中热度颇高。 投资者们还同时关注到了公司刚披露的投资者关系活动记 ...
半导体与半导体生产设备行业周报、月报:苹果发布三季度财报,公司将加大AI领域支出-20250805
Guoyuan Securities· 2025-08-05 07:13
Investment Rating - The report maintains a "Recommended" investment rating for the semiconductor and semiconductor equipment industry [5] Core Insights - Apple has announced an increase in spending in the AI sector, indicating a shift from a conservative to an aggressive expansion strategy in AI [30] - The global laptop shipment volume is expected to reach 47.09 million units in Q2 2025, a quarter-on-quarter increase of 11.8%, but is projected to decline to 45.6 million units in Q3 2025, a year-on-year decrease of 3.2% [2][20] - The global server shipment volume is estimated at 3.75 million units in Q2 2025, a year-on-year increase of 8.3%, with a slight decline expected in Q3 2025 [2][23] - The share of US smartphones assembled in China has dropped from 61% in Q2 2024 to 25% in Q2 2025, while "Made in India" smartphones have surged by 240%, now accounting for 44% of US smartphone imports [2][26] Market Indices - The overseas AI chip index decreased by 0.6% this week, with MPS up by 10% and AMD up by 3%, while TSMC fell by 4% [1][9] - The domestic AI chip index fell by 2.3%, with only a few companies like Cambricon and Aojie Technology showing slight increases [1][9] - The Nvidia mapping index surged by 14.1%, with significant gains from companies like Invec and Shenghong Technology [1][11] - The server ODM index rose by 2.9%, with Wiwynn increasing nearly 7% [1][11] - The storage chip index increased by 1.4%, driven by Dongxin Technology's new GPU chip launch, which saw a 54% stock price increase [1][14] Major Events - Samsung's Q2 2025 revenue increased by 0.67%, but net profit fell by 48.83% [3][30] - Apple's Q2 2025 revenue grew by 10%, with net profit up by 9%, and plans to enhance AI investments [3][30] - Microsoft's Q2 2025 revenue rose by 18%, with net profit increasing by 24% [3][31] - Alibaba launched its first self-developed AI glasses, indicating a push into AI technology [3][32]
东芯股份:上海砺算产品并非应用于大模型算力集群等相关场景
news flash· 2025-07-31 12:27
Core Viewpoint - The announcement highlights the investment by the company in Shanghai Lishuan, which has developed its first self-researched GPU chip "7G100" and the first graphics card product Lisuan eXtreme, indicating a strategic move into the GPU market [1] Investment Details - The company invested 200 million yuan in Shanghai Lishuan in 2024, acquiring a 37.88% stake, which will not be included in the consolidated financial statements [1] - The investment is aimed at enhancing the company's presence in the GPU chip development sector, particularly for applications in personal computers, professional design, AI PCs, cloud gaming, cloud rendering, and digital twins [1] Product Development - As of May 25, 2025, Shanghai Lishuan has received the first batch of packaged G100 chips and has completed major functionality testing [1] - The company is currently focused on product optimization and will proceed with customer sampling and mass production, although no revenue has been generated yet [1]
东芯股份:目前上海砺算的相关芯片产品正在持续进行产品优化提升工作 目前尚未产生收入
news flash· 2025-07-30 11:16
东芯股份公告,公司股票交易连续三个交易日(2025年7月28日、2025年7月29日、2025年7月30日)内收 盘价格涨幅累计达到30%,属于股票交易异常波动情形。经公司自查,并发函问询控股股东、实际控制 人,确认不存在应披露而未披露的重大事项,公司目前生产经营正常,生产经营未发生重大变化。近日 市场上出现了关于公司对外投资企业砺算科技(上海)有限公司发布了首款自研GPU芯片"7G100"及首款 显卡产品Lisuan eXtreme的相关媒体报道。目前标的公司的相关芯片产品正在持续进行产品优化提升工 作,下一步将进行客户送样及量产,目前尚未产生收入。 ...