21世纪经济报道新质生产力研究院综合报道 早上好，新的一天又开始了。在过去的24小时内，科技行业发生了哪些有意思的事情？来跟21tech一起 看看吧。 【巨头风向标】 （原标题：小米人事大调整；海光信息终止与中科曙光资产重组丨新鲜早科技） 小米人事大调整 谷歌与XREAL联合发布Project Aura，为Gemini装上"眼睛" 12月9日，谷歌首次公布了 Project Aura。作为硬件产品，Project Aura被称为"实体 Agent"，该项目旨在 展示AI（特别是Gemini模型）如何深度集成到AR眼镜中，实现与真实物理世界的无缝交互。值得关注 的是，Project Aura的核心硬件研发几乎全部由中国团队完成，中国公司XREAL提供光学、芯片与空间 算法能力。XREAL创始人兼CEO徐驰表示："Agent不应仅仅是软件，更应该是一个硬件化的Agent，这 样才能最大范围地释放AI的能力。眼镜形态所带来的增量数据，是AI通向AGI的必经之路。" 阿里加码千问C端 记者12月9日获悉，阿里已成立千问C端事业群，由阿里巴巴集团副总裁吴嘉负责。据悉，该事业群由 原智能信息与智能互联两个事业群合并重组而 ...

德科立(688205.SH)发布公告，公司股票交易连续三个交易日内(2025年12月5日、2025年12月8日、2025 年12月9日)收盘价格涨幅偏离值累计超过30%。根据《上海证券交易所交易规则(2023年修订)》《上海 证券交易所科创板股票异常交易实时监控细则》的有关规定，属于股票交易异常波动情形。近期，受 AI算力建设需求驱动，光交换(OCS)产品受到市场高度关注。公司始终紧密跟进前沿技术演进，硅基 OCS产品已获取海外样品订单，目前正处于样品交付与客户验证阶段，尚未取得海外主流厂商的批量订 单，该样品订单对公司营收贡献有限。当前OCS领域技术路线多样、研发门槛高，整体市场仍处早期培 育与生态形成阶段，其技术路径、应用场景与规模化时间表仍具有不确定性，市场前景尚未明朗。 ...

智通财经APP讯，德科立(688205.SH)发布公告，公司股票交易连续三个交易日内(2025年12月5日、2025 年12月8日、2025年12月9日)收盘价格涨幅偏离值累计超过30%。根据《上海证券交易所交易规则(2023 年修订)》《上海证券交易所科创板股票异常交易实时监控细则》的有关规定，属于股票交易异常波动 情形。近期，受AI算力建设需求驱动，光交换(OCS)产品受到市场高度关注。 公司始终紧密跟进前沿技 术演进，硅基OCS产品已获取海外样品订单，目前正处于样品交付与客户验证阶段，尚未取得海外主流 厂商的批量订单，该样品订单对公司营收贡献有限。当前OCS领域技术路线多样、研发门槛高，整体市 场仍处早期培育与生态形成阶段，其技术路径、应用场景与规模化时间表仍具有不确定性，市场前景尚 未明朗。 ...

Group 1 - Google has made advancements in Optical Circuit Switching (OCS) technology, actively testing a piezoelectric ceramic (DLBS) OCS solution to optimize its AI supercomputing cluster's network performance [1] - The piezoelectric ceramic technology offers advantages such as direct optical transmission with no reflection loss and switching delays as low as milliseconds, making it a significant technology route following MEMS and Digital Liquid Crystal (DLC) [1] - The piezoelectric ceramic OCS is noted for its low system loss and fast switching speed, particularly suitable for high-stability AI cluster interconnection scenarios, with benefits including low energy consumption, no electromagnetic noise, and long lifespan [1] Group 2 - Google's TPUv4/v7 clusters have adopted OCS to construct a 3D ring network, and if the piezoelectric ceramic solution matures, it is expected to further reduce power consumption and enhance network efficiency for large-scale GPU/TPU interconnections [1] - The expected procurement volume of OCS by Google is projected to double to 20,000 units by 2025, with the piezoelectric ceramic solution anticipated to support larger-scale GPU/TPU interconnections, providing efficient optical interconnect support for exascale computing clusters [1] - The establishment of the OCP Alliance is accelerating the standardization process of OCS technology, positioning piezoelectric ceramics as a key option for the next generation of data center optical switching [1] Group 3 - Lingyun Optics, a domestic optical communication and high-end optical device company, is collaborating with the leading global manufacturer of piezoelectric ceramic OCS technology, Polatis, to jointly promote direct beam deflection piezoelectric ceramic OCS products [1] - Dekoli has received overseas sample orders for its silicon-based OCS products, establishing itself as one of the representative manufacturers in China with OCS system R&D and delivery capabilities, benefiting from the expansion of the DLBS solution industry [2]

Market Overview - The three major indices showed mixed performance, with the film and theater sector experiencing significant declines. As of the market opening, the Shanghai Composite Index was at 3830.44 points, down 0.03%, the Shenzhen Component Index at 13074.91 points, down 0.01%, and the ChiNext Index at 3098.28 points, up 0.08% [1] Industry News - The Ministry of Commerce held a press conference where it opposed the politicization of technology and trade issues, emphasizing that it would not sacrifice principles and corporate interests for any agreements [2] - The Ministry of Science and Technology announced efforts to accelerate the application of humanoid robots in various sectors, laying a solid foundation for the development of a trillion-dollar industry [2] - Ganfeng Lithium stated that its energy storage cells have achieved large-scale production and established long-term stable supply partnerships with several leading companies in the industry [3] - Huaxin Technology's major shareholders terminated their share reduction plan early, having reduced a total of 38.96 million shares [4] Company Developments - Tempu Co. announced that it is in the early stages of cooperation with the Zhejiang Humanoid Robot Innovation Center [3] - The company has no plans to enter the lithography machine sector, and its related optical components business accounts for a small proportion of revenue [3] - The company has received a sample order for silicon-based OCS products from overseas but has not yet secured bulk orders from major overseas manufacturers [4] - Goldman Sachs predicts that lithium prices will drop to an average of $8,900 per ton by 2026, slightly below the current spot price of $9,150 per ton [6]

Group 1: Industry News - China has requested to terminate orders for NVIDIA RTX Pro 6000D chips, indicating a potential shift in trade relations and technology cooperation [1] - During the "14th Five-Year Plan" period, China's technological innovation capabilities have steadily improved, with the "three new" economy accounting for 18% of GDP and over 500,000 high-tech enterprises established [1] Group 2: Company News - Ganfeng Lithium has achieved full production capacity for its energy storage battery cells, establishing long-term stable supply partnerships with leading industry players [2] - Shanghai Stock Exchange has implemented self-regulatory measures against investors involved in abnormal trading of Tianpu Co., highlighting the importance of compliance in trading activities [3] - Hongchang Technology's investment in a humanoid robot company has resulted in a small order scale due to limitations in downstream customer production and testing progress [3] - Changying Precision has clarified that it has no equity relationship with Yushu Technology, addressing market speculation [4] - Jinfeng Technology holds a minimal indirect stake of 0.32% in Yushu Technology, emphasizing its normal business operations [5] - XianDao Intelligent has successfully provided sodium-ion battery manufacturing solutions to leading domestic and international clients [6] - Shiyun Circuit's new generation PCB product is expected to start production in mid-2026, with potential supply to Tesla [6] - Dekeli has received overseas sample orders for its silicon-based OCS products but has not yet secured bulk orders from major overseas manufacturers [7] - Yunnan Tourism's subsidiary is in the early stages of a strategic partnership with Zhejiang Humanoid Robot Innovation Center, focusing on technology development in the tourism sector [8] - Fulian Precision has signed a 1.5 billion yuan prepayment agreement with CATL to secure lithium iron phosphate supply, enhancing their strategic cooperation [9] - Yongxin Optical has clarified that its optical components related to lithography machines contribute a minor portion to its revenue, accounting for less than 1% [10] - Capital Online's major shareholders plan to transfer 5.02% of the company's shares to Tianyang Technology at a price of 17.6 yuan per share [10] - Feilo Acoustics has no plans to enter the lithography machine sector or engage in significant asset restructuring [10] - Lihexing is in the early preparation stage for a project focused on semiconductor equipment precision components, which will not significantly impact its financial performance in the short term [10] - Wolong Electric Drive reported that its robot-related products account for approximately 2.71% of total revenue, indicating a low impact on overall performance [10] - Fengshan Group has signed a technical development contract with Tsinghua University to collaborate on sodium-ion battery electrolyte projects, with a total contract value of 2 million yuan [11] - Demingli expects storage prices to maintain an upward trend in Q4, with its SATA SSD and new self-developed SD6.0 main control chips achieving mass sales [11]

Group 1 - The article highlights significant announcements related to the stock market, including "suspension and resumption of trading, shareholding changes, investment wins, acquisitions, performance reports, unlocks, and high transfers" [1] - A company is collaborating with its invested enterprises on humanoid robots and reducers, with clients including Yushu Technology [1] - Another company has received overseas sample orders for its silicon-based OCS products, completing iterations of 400G/800G computing power products and initiating sample deliveries [1] - A company has received a project notification for a smart cockpit domain controller worth 5.6 billion yuan, involving Huawei's Ascend AI, intelligent agents, robots, and digital currency [1]

Key Points - Dekoli has received overseas sample orders for its silicon-based OCS products but has not yet secured bulk orders from major overseas manufacturers [1][2] - Jian Sheng Group plans to invest 180 million yuan to establish an annual production capacity of 60 million pairs of mid-to-high-end cotton socks and 30 million pieces of clothing [1][2] - Eagle Software has won the contract for online scoring technology services for the national education examination in Hebei Province from 2025 to 2028 [1][2] - Anhui Heli intends to acquire all shares of Jianghuai Heavy Industry held by the Forklift Group [1][2] - Jian Sheng Group plans to repurchase shares with an investment of 150 million to 300 million yuan [1][2] - Yunda Express reported a revenue of 4.119 billion yuan from express services in August, a year-on-year increase of 5.16% [1][2] - Shentong Express reported a revenue of 4.434 billion yuan from express services in August, a year-on-year increase of 14.47% [1][2] - Shareholder Shanghai Huaxin plans to reduce its stake by no more than 3.00% in Fengzhao Technology [1][2] - Shareholder Shanghai Yunxin plans to reduce its stake by no more than 3% in Jida Zhengyuan [1][2] - Zhejiang Transportation Group has cumulatively increased its stake by 1.17% in Zhejiang Zhongtuo [1][2] - Dongsoft Group has received a notification of designation from an automobile manufacturer [1][2] - Huaxiang Co., Ltd. plans to issue convertible bonds to raise no more than 1.308 billion yuan [1][2]

Group 1 - Neusoft Group has received a notification from a well-known domestic automobile manufacturer, designating it as the supplier for intelligent cockpit domain controllers, with a total expected supply amount of approximately 5.6 billion RMB over a lifecycle of about 4 years starting from Q4 2026 [1] - Fulin Precision has signed a prepayment agreement with CATL for a total of 1.5 billion RMB to secure lithium iron phosphate supply, enhancing their strategic cooperation in the material field [2] - Shiyun Circuit plans to launch its new generation PCB product "Chip Creation Smart Carrier" by mid-2026, targeting emerging sectors such as AI, new energy vehicles, and humanoid robots, with potential future supply to Tesla [3] Group 2 - Fengshan Group has signed a technical development contract with Tsinghua University for the development of sodium-ion battery electrolytes and solid-state lithium-ion battery electrolytes, with a total contract amount of 2 million RMB [4] - Jinghua New Materials reported that senior management collectively reduced their holdings by 141,000 shares on September 16, amid significant stock price fluctuations [5] - Huaqin Technology's five major shareholders have decided to terminate their share reduction plan early, having collectively reduced 38.96 million shares [6] Group 3 - Heng Rui Medicine's subsidiary has received approval for clinical trials of SHR-1139 injection, a self-developed therapeutic biological product for ulcerative colitis, with no similar drugs approved in the market [7] - ST Chuangxing announced that its chairman is under investigation, but the matter is unrelated to the company, and daily operations will continue under the management team [8]

Core Viewpoint - The recent surge in AI computing power demand has led to heightened market interest in the company's Optical Switching (OCS) products, although the company remains cautious about the commercial viability and market maturity of this technology [1] Company Summary - The company has received overseas sample orders for its silicon-based OCS products but has not yet secured bulk orders from major international manufacturers [1] - The company emphasizes the high technical barriers and significant R&D investment required for OCS technology, indicating that the industry is still in the early stages of exploration and validation [1] Industry Summary - The overall commercialization process and timeline for large-scale application of OCS technology are highly uncertain, reflecting the nascent state of the market [1] - The company advises investors to be aware of the associated technological and market risks, encouraging rational decision-making and cautious investment [1]