人民财讯1月6日电，泰凌微(688591)近日接受机构调研时表示，端侧AI芯片2025年下半年继续保持着放 量出货的趋势，但2025年这块业务占整体营收比例不会很高，2026年的出货规模会达到一定量级。目前 端侧AI芯片主要在音频领域，但智能家居、工业、健康、室内定位等领域都有项目在推进中。 ...

日前，新紫光集团旗下核心上市公司紫光国微的一则公告，宣告了其平台化布局的关键一步：公司正筹 划收购国内功率半导体企业瑞能半导体科技股份有限公司（简称"瑞能半导"）控股权。 业内人士认为，此次收购并非一次简单的业务拓展，而是加速了公司向综合性半导体平台的战略转型进 程。瑞能半导的加入，是助力该目标实现的重要一环。 为何是瑞能半导？ 首先是深厚的技术传承与高起点的市场卡位。瑞能半导曾隶属于恩智浦，这使其继承了国际一流的产品 开发流程与质量管理体系、技术积淀以及成熟的客户群。其次是较强的抗风险能力。瑞能半导的设计与 制造主要在国内，为供应链安全提供了保障。最后是即将释放的业绩增长弹性。 有熟悉瑞能半导的相关人士表示，当前其利润受新建的北京、上海工厂折旧费用拖累，随着工厂陆续建 成以及设备搬入，预计明年可实现量产，届时产能释放有望助力整体经营表现。 协同效应驱动 收购优质资产只是开始，真正的价值创造源于成功的整合与协同。 "作为芯片设计公司，紫光国微的强项在于芯片设计与方案开发。"上述行业分析师表示，瑞能半导拥有 晶圆厂和制造能力，可为紫光国微提供产能支撑。此外，双方战略方向契合，紫光国微正大力布局汽车 电子赛道，瑞 ...

青岛地铁6号线，潜伏于钢铁肌理间的"隐形卫士"以毫秒级速度精准捕捉设备异动、提前发出预 警，让每一次呼啸而过的奔赴满载安心；胶州湾的潮起潮落间，有"智慧舵手"牵住风浪里的航向，让归 航的灯火温暖明亮…… 在全球产业格局重构的浪潮中，青岛，这座制造业重镇将人工智能作为抢占高地、纵深突破的关 键"战力"——以场景滋养技术生长，以技术重构场景价值，正培育出一片生机勃勃的"智慧雨林"。 如今的青岛，人工智能如海风浸润各行各业。数据见证成长：青岛已集聚人工智能产业规上企业 500余家，今年前三季度实现营业收入592.5亿元，同比增长15.8%；培育天智工业大模型、瀚海星云大 模型等产品超70款，在垂域大模型、海洋大模型、具身智能机器人等细分赛道多点突破，构建起兼具规 模与特色的产业生态。 筑基 在产业一线寻找人工智能的"练兵场" 一颗不足指甲盖大小的端侧AI芯片，能让楼宇商用空调节能25%——这枚诞生于国家高端智能化家 用电器创新中心（下称"国创中心"）的"中国芯"，是家电行业首颗以场景驱动模式研发并规模化落地的 全链条自主可控芯片。 "这种芯片因集成NPU（神经处理单元）具备独立的异构算力，无需'上云'即可本地完成数 ...

Group 1 - Elon Musk publicly criticized nuclear fusion power, stating that building small fusion reactors on Earth is economically foolish, as the sun itself is a massive, free fusion reactor capable of meeting all energy needs in the solar system [2] - Musk plans to deploy 100GW of solar-powered AI satellites annually, which is equivalent to about a quarter of the total electricity consumption of the United States [2] Group 2 - Zhongke Shuguang unveiled the scaleX Wanka supercluster at the HAIC2025 conference, marking the first appearance of a domestic 10,000-card AI cluster system in physical form [3] - Unisoc announced the establishment of a Central Research Institute to focus on new architectures and models for edge AI chips, particularly for applications in autonomous driving and robotics [3] Group 3 - Cambricon announced plans to use 2.778 billion yuan of its capital reserve to cover cumulative losses, with the aim of bringing its negative retained earnings to zero by the end of 2024 [4] Group 4 - MiniMax has passed the Hong Kong Stock Exchange hearing and plans to go public in January 2026, potentially becoming the fastest AI company to IPO globally within four years of its establishment [6] - Zhiyuan Technology has officially passed the Hong Kong Stock Exchange IPO hearing, with CICC as the sole sponsor [6] Group 5 - Tencent has established an AI Infra department to enhance its large model research framework, with Vincesyao appointed as the chief AI scientist [6][7] - The AI Infra department will focus on building technical capabilities for large model training and inference platforms [7] Group 6 - ByteDance is advancing a collaboration with Lenovo to develop AI smartphones, aiming to pre-install AIGC plugins to gain user access [8] - Doubao released version 1.8 of its large model, enhancing its capabilities for multi-modal agent scenarios [9] Group 7 - Qianwen APP has integrated with Alibaba's ecosystem, enabling it to access underlying services like Gaode Map for enhanced geographical understanding [10] - Alibaba launched the new generation of the Wanxiang 2.6 model, which supports role-playing functions for video production [11] Group 8 - Baidu launched the Wenxin Health Manager, positioning it as a 24/7 "all-in-one family doctor" service [14] - The application offers a comprehensive AI health service system covering light symptom consultations and complex disease planning [14] Group 9 - Aishi Technology signed a comprehensive cooperation agreement with Alibaba Cloud to enhance global deployment and compliance capabilities for its video generation model [15] - Xiaomi open-sourced its MiMo-V2-Flash model, which boasts competitive capabilities at a significantly lower inference cost compared to closed-source models [16] Group 10 - Muxi Technology officially listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board, aiming to raise 4.197 billion yuan to accelerate the development of "Chinese chips" [17] - The company focuses on high-performance general-purpose GPU products for AI training and inference [17] Group 11 - Meituan released and open-sourced the LongCat-Video-Avatar model, which supports multiple video generation tasks [18] - The model has achieved significant breakthroughs in action realism and video stability [18] Group 12 - Chinese scientists achieved a breakthrough in optical computing chips, enabling large-scale semantic media generation [19][20] - The LightGen chip demonstrates significant improvements in performance and energy efficiency compared to traditional digital chips [20] Group 13 - Baidu's Kunlun chip business is reportedly nearing completion of its restructuring, aiming for a potential listing in Hong Kong [20] - SenseTime's Seko series models have successfully adapted to the domestic AI chip Cambricon [20] Group 14 - Nvidia's CEO revealed that the company has not yet made any payments to OpenAI as part of a planned $100 billion investment [22] - Nvidia launched the Nemotron 3 open-source model series, significantly improving throughput compared to its predecessor [23] Group 15 - OpenAI plans to raise up to $100 billion, potentially valuing the company at $830 billion [24] - The new image model GPT-image-1.5 was launched, enhancing image generation capabilities significantly [25] Group 16 - Intel is in talks to acquire AI chip startup SambaNova for approximately $1.6 billion [30] - Multiple AI companies have recently completed significant funding rounds to support their growth and technology development [31][32][33][34][35][36][37]

证券日报网讯 12月18日，紫光国微在互动平台回答投资者提问时表示，公司积极布局自动驾驶、具身 机器人、低空飞行器等应用的端侧AI芯片、基于二维材料器件的新型存储器和特种芯片、高性能特种 传感器芯片等产品的研发投入，在新材料、新技术和新结构方面谋求技术突破，助力产业提升和自主可 控，进一步提高公司的技术能力，为公司长远发展积累实力。 （文章来源：证券日报） 证券日报网讯 12月18日，紫光国微在互动平台回答投资者提问时表示，公司积极布局自动驾驶、具身 机器人、低空飞行器等应用的端侧AI芯片、基于二维材料器件的新型存储器和特种芯片、高性能特种 传感器芯片等产品的研发投入，在新材料、新技术和新结构方面谋求技术突破，助力产业提升和自主可 控，进一步提高公司的技术能力，为公司长远发展积累实力。 （文章来源：证券日报） ...

每经AI快讯，12月15日，紫光国微(002049.SZ)发布第八届董事会第三十四次会议决议公告，为进一步 加强前瞻性技术研究和产业链建设，提升公司科研能力、创新能力、科技成果转化能力，同意公司成立 中央研究院，主要的研究发展方向为：第一，开展面向自动驾驶、具身机器人、低空飞行器等应用的端 侧AI芯片新架构、新模型和高效算法研究；第二，开展基于二维材料器件的新型存储器和特种芯片研 究；第三，开展高性能特种传感器芯片研究。 ...

Group 1: IPO Review Highlights - This week, the A-share IPO review market demonstrated high activity and efficiency, with 7 companies successfully passing the review, achieving a 100% approval rate and setting a record for the highest number of reviews in a single week this year [2] - The companies reviewed span across the core sectors of the Shanghai, Shenzhen, and Beijing stock exchanges, indicating a balanced distribution: 1 from the Shanghai main board, 1 from the Sci-Tech Innovation Board, 2 from the Growth Enterprise Market, and 3 from the Beijing Stock Exchange [2] - Among the 7 companies, 6 were accepted for review within a year, with 5 having submitted their applications only about six months ago, highlighting the capital market's role in supporting technological innovation and the real economy [2] Group 2: Company Financials - **Guangzhou Huigu New Materials Technology Co., Ltd.**: Revenue for 2022-2024 was 664 million, 717 million, and 817 million CNY, with net profits of 26 million, 106 million, and 146 million CNY respectively [3] - **Chengdu Hongming Electronics Co., Ltd.**: Revenue for 2022-2024 was 3.146 billion, 2.727 billion, and 2.494 billion CNY, with net profits of 690 million, 598 million, and 386 million CNY respectively [4] - **Anhui Linping Circular Development Co., Ltd.**: Revenue for 2022-2024 was 2.879 billion, 2.800 billion, and 2.485 billion CNY, with net profits of 154 million, 212 million, and 153 million CNY respectively [5][6] - **Shandong Yuelong Rubber and Plastic Technology Co., Ltd.**: Revenue for 2022-2024 was 189 million, 219 million, and 268 million CNY, with net profits of 47.9 million, 60.8 million, and 83.6 million CNY respectively [7] - **Youyan Metal Composite Materials (Beijing) Co., Ltd.**: Revenue for 2022-2024 was 414 million, 498 million, and 610 million CNY, with net profits of 24 million, 45 million, and 55 million CNY respectively [9] - **Jiangsu Yuanli Digital Technology Co., Ltd.**: Revenue for 2022-2025 was 502.85 million, 527.15 million, 544.88 million, and 285.49 million CNY, with net profits of 60.94 million, 73.85 million, 82.03 million, and 43.44 million CNY respectively [10] - **Guangdong Meiya Tourism Technology Group Co., Ltd.**: Revenue for 2022-2025 was 457.39 million, 353.51 million, 400.95 million, and 182.65 million CNY, with net profits of 23.96 million, 69.26 million, 75.02 million, and 36.16 million CNY respectively [11] Group 3: New Listings - **Bai Ao Sai Tu**: Listed on the Sci-Tech Innovation Board on December 10, 2023, after previously listing on the Hong Kong Stock Exchange, raising approximately 1.267 billion CNY [12] - **Transsion Holdings**: Plans to achieve dual listing in A-share and Hong Kong, with a projected smartphone shipment of 201 million units in 2024, capturing 14% of the global market share [13] - **Shangdingxin**: A power semiconductor supplier, has re-applied for listing on the Hong Kong Stock Exchange after a previous application lapsed [14] - **Dazhu CNC**: Previously listed on the A-share market, has submitted a second application for listing on the Hong Kong Stock Exchange [15] - **Huaxida**: Reapplying for listing after a previous application lapsed, focusing on smart home solutions [16] - **Xihua Technology**: A leading company in edge AI chips, showing significant growth with a compound annual growth rate of 67.8% from 2022 to 2024 [18] - **Ledong Robotics**: A leading intelligent robotics company, has submitted a second application for listing on the Hong Kong Stock Exchange, with cumulative losses of 212 million CNY over the past three and a half years [19]

Group 1 - JD is recruiting talent in the field of edge AI chips, focusing on integrated storage and computing AI chips for applications in robotics and smart home devices, offering salaries ranging from 40K to 100K times 20 [1] - OPPO is set to launch the "AI Miaot听" feature, which transforms articles into podcasts, enhancing user experience with a dual-person format and background music, catering to the growing preference for audio content consumption [1] - Baidu's founder, Li Yanhong, predicts that 2025 will be a pivotal year for AI application proliferation, emphasizing that the application layer will present the most opportunities for success [1] Group 2 - TCL's founder, Li Dongsheng, stated that AI, represented by large models and computing systems, is transitioning from concept to deep industrialization, becoming a key driver for future growth, with R&D expenses expected to reach 15 billion yuan by 2025 [2] - TCL aims to generate over 1 billion yuan in comprehensive benefits through the implementation of AI applications by 2025 [2] Group 3 - Beijing has launched its first online exhibition themed around AI science popularization, titled "Youth AI Adventure," providing resources for young people to understand and apply AI technology [3] - China Unicom held an AI industry innovation conference in Beijing, focusing on policy interpretation, capability release, case sharing, and ecosystem agreements to showcase its strategic layout and practical achievements in the AI field [4]

Group 1 - The central financial committee emphasizes the need to effectively manage financial risks in local small and medium financial institutions, real estate companies, and local government financing platforms, with a focus on controlling new risks and addressing existing ones [2] - The China Securities Regulatory Commission (CSRC) is set to introduce strict regulations on public fund sales, targeting long-standing issues in the industry such as prioritizing sales over service [2] - China's financial data for November shows a significant increase in RMB loans and social financing, with RMB loans increasing by 15.36 trillion yuan and social financing growing by 33.39 trillion yuan, surpassing last year's total [3] Group 2 - The People's Bank of China emphasizes maintaining stable financial markets and managing moral hazards, particularly in real estate finance [5] - The CSRC has issued a record fine to Yuce Investment for misappropriating fund assets and providing false information, highlighting the regulatory crackdown in the private equity sector [5] - The A-share market sees significant gains, particularly in nuclear power and commercial aerospace sectors, with the Shanghai Composite Index closing up 0.41% [5] Group 3 - The Hong Kong Hang Seng Index rises by 1.75%, driven by gains in technology and non-bank financial sectors, despite net selling by southbound funds [6] - The Shanghai Stock Exchange is monitoring stocks with significant volatility, indicating increased scrutiny on market activities [7] - Several companies are planning IPOs or stock issuances, including Galaxy General, which aims for a valuation of 3 to 4 billion USD [7] Group 4 - The Financial Regulatory Bureau has released a new management method for commercial bank custody businesses, emphasizing the need for banks to meet specific capabilities and prohibiting certain financial practices [9] - The market regulator is seeking opinions on compliance guidelines for the automotive industry, aiming to address pricing and promotional issues [9] - The State Administration for Market Regulation is pushing for improvements in online product sales, particularly in live commerce, to combat false advertising [9] Group 5 - The State Council has initiated measures to stabilize the real estate market, with Shandong province launching a housing "old-for-new" program to encourage home purchases [11] - The global gold ETF inflows reached 5.2 billion USD in November, marking a six-month streak of inflows and setting a record for total assets under management [20] - The domestic bond market shows signs of cooling, with yields on major bonds rising and the central bank conducting reverse repos to manage liquidity [19]

证券日报网讯12月10日，泰凌微在互动平台回答投资者提问时表示，公司的端侧AI芯片目前持续放量 中。 ...