Group 1 - The STAR Market chip index showed strong performance with an intraday increase of 7.33%, and the related ETF, the STAR Chip ETF (588290), surged by 7.15% with a trading volume exceeding 200 million yuan, reflecting a year-to-date increase of over 26% [1] - Key component stocks such as Shengmei Shanghai hit the daily limit, while Haiguang Information and Cambricon Technologies rose over 10% [1] - The DeepSeek-V3.1 was officially released, featuring significant adjustments in tokenizer and chat templates, and is designed for the upcoming generation of domestic chips [1] Group 2 - Zhongyuan Securities predicts that by the first half of 2025, technological innovation will drive the rise of domestic large models, with widespread AI applications and the launch of AI glasses, marking the beginning of an era of universal intelligent driving [2] - The semiconductor industry is expected to continue its recovery, with increasing demand for self-controlled solutions and robust growth in AI computing power on the cloud side [2] - The storage market is rebounding, with customized storage becoming a trend, enhancing the competitive advantage of domestic storage module manufacturers and accelerating the growth of domestic production [2] Group 3 - Huaxin Securities emphasizes the necessity of domestic high-end AI chip localization, with companies like Cambricon, Haiguang Information, and Huawei leading the charge, while other domestic AI chip manufacturers are also accelerating their market penetration [3] - Moore Threads provides AI training and inference cards, with its latest GPU architecture significantly enhancing AI computing power, supporting advanced model pre-training solutions [3] - Muxi offers a series of GPUs with strong parallel computing capabilities, already applied at scale in multiple intelligent computing centers, and also provides inference-focused GPUs for cloud AI scenarios [3]

"2025中国科创领袖峰会暨科创板开市六周年论坛"将于7月25日在上海举行，由上海报业集团、上海市 松江区人民政府指导，智通财经、《科创板日报》、上海长三角G60科创集团联合主办。峰会以"策源 创新、产业引领"为主题，设置主题演讲和高峰对话环节，并围绕并购、出海等热点领域开展圆桌对 话。平行会议包括集成电路产业发展闭门会和上市公司产融对接会，服务一级市场科创企业。届时，政 府、监管方、科创板领军企业代表等行业各界人士将共聚一堂，探讨科创板政策、科技创新及产业发展 议题，以推动科技创新与资本市场深度融合。 解读： 科创板政策及行业动态一览： l 科创板政策与行业动向： 2025年7月22日，科创板迎来开市六周年。六年精心耕耘，科创板以前所未有的包容性，为不同发展阶 段、不同业态的"硬科技"企业厚植了创新发展的沃土。 从芯片到新药，从高端装备到人工智能，科创板公司加快培育发展新质生产力，加速将前沿科技转化为 增长动能，以颠覆性技术和革命性突破，重塑产业格局，引领高质量发展。 截至最新，共有589家科创板上市公司，IPO融资金额约9257亿元，总市值超7万亿元。新一代信息技 术、生物医药、高端装备制造三大战略性新兴 ...