国内服务器及算力服务龙头企业中科曙光以及GPU龙头企业海光信息今日双双复牌。其中，中科曙光一 字涨停，封单金额超168亿元，海光信息高开超8%，后略有回落，截至早上9时36分许，股价报 143.88，涨幅达5.69%。 自5月25日晚，中科曙光和海光信息双双公告停牌准备合并事宜后，两者的合并便一直备受关注。根据 公告，海光信息将通过向公司全体A股换股股东发行A股股票的方式换股吸收合并中科曙光并发行A股 股票募集配套资金。两家企业的合并，之所以引起注意，不仅是因为两者的体量不小，更因为这次交易 被认为是我国突破算力自主可控瓶颈的关键布局。 根据公开资料，海光信息技术股份有限公司成立于2014年10月，由中科曙光、天津海泰科技投资及中科 院等联合设立。公司聚焦高端处理器研发与销售，2018年推出首款CPU"海光一号"并实现量产。2022年 8月，该公司登陆科创板后，形成"CPU+DCU"双轮驱动战略。2024年公司在国内服务器CPU市占率 53.6%，排名第一；国内GPU市场市占率超30%，位列第二。曙光信息产业股份有限公司成立于2006年3 月，是中科院计算所旗下上市公司，2014年11月在上交所上市。公司主营 ...

Core Viewpoint - The merger between Haiguang Information and Zhongke Shuguang is set to create a semiconductor giant with a market value exceeding 400 billion yuan, enhancing the competitive landscape of AI computing in China [2][3][4]. Company Overview - Haiguang Information, a leading domestic chip design company, focuses on self-developed CPU and DCU (AI computing chips), targeting the domestic information technology and AI computing sectors, with projected revenue exceeding 9 billion yuan in 2024 [2][5]. - Zhongke Shuguang specializes in server integration and has a strong presence in liquid cooling technology and distributed storage, with expected revenue of 13.1 billion yuan in 2024 [2][11]. Merger Details - The merger will allow Haiguang Information to establish a complete ecosystem encompassing chip design, machine manufacturing, and computing services, thus achieving a full industry chain integration [3][7]. - The two companies have a history of close business ties, with Zhongke Shuguang being a major shareholder of Haiguang Information, holding approximately 27% of its shares [5][7]. Market Impact - The merger is anticipated to reshape the competitive dynamics of the AI computing market in China, enabling Haiguang Information to compete more effectively against established players like NVIDIA and Huawei [3][15]. - With the increasing capital expenditure from cloud service providers like Alibaba and ByteDance in AI data centers, the merger positions Haiguang Information to capture a larger share of the growing AI computing market [18][19]. Future Prospects - The integration of resources from both companies is expected to lead to the development of optimized AI computing products, enhancing their competitiveness in the market [3][21]. - The merger aligns with recent regulatory changes that facilitate mergers and acquisitions, providing a supportive environment for Haiguang Information's strategic growth [18].