每经AI快讯，有投资者在投资者互动平台提问：请问公司的变压器、电感有应用在算力服务器上吗？ 可立克（002782.SZ）9月30日在投资者互动平台表示，公司的磁性元器件可以应用到算力服务器上。 （文章来源：每日经济新闻） ...

未来中期看，全球流动性对金价有一定支撑。本轮全球降息周期非美央行先于美联储降息，全球流动性外溢效应推升黄金。近期美国通胀数据不及预期，关 税对通胀压力可能没有市场预期那么明显，从现实通胀预测指标来看，预计年内美国通胀风险可控。美联储降息仍有空间，近期美联储沃勒、鲍曼表示支持 最早在7月降息。部分央行会跟随美联储降息，因此全球降息潮尚未结束，金价中期有支撑。 A 股主要指数上周多数出现震荡下行，具体原因有：一是上证指数在3600点上方有较大阻力；二是7 月份上证指数连续突破3400 点、3500 点并一度站上 3600 点，市场获利盘较重；三是5 月中美联合声明确定的24%对等关税暂缓90 天将在8 月份到期，中美之间虽然已就对等关税事宜进行了第三次谈判，但未 来发展方向的不确定性依然较大；四是8 月份美国对多数国家落地新的关税税率，且总体呈现抬高趋势，将负面影响全球经济发展。长维度来看，目前A 股 市场依然处于新"国九条"行情+类"四万亿"投资的重叠趋势中，预计2025 年下半年A 股市场大概率继续以"慢牛"方式运行。 主力净流入行业板块前五：半导体，国产软件，新能源汽车，锂电池，军工； 主力净流入概念板块前 ...

Group 1 - The core viewpoint of the article highlights the active development of computing power infrastructure and the relevant products from the company that can be applied in computing servers [2][3] - The company, Meixin Technology (301577.SZ), stated that its power magnetic components and certain high-end network transformer products are applicable in computing servers [2]

Core Viewpoint - Yitian Intelligent (300911) reported a significant decline in financial performance for the first half of 2025, with total revenue dropping by 49.09% year-on-year and a net loss of 71.69 million yuan, marking a 507.01% decrease compared to the previous year [1] Financial Performance Summary - Total revenue for the first half of 2025 was 174 million yuan, down from 343 million yuan in 2024, reflecting a 49.09% decrease [1] - Net profit attributable to shareholders was -71.69 million yuan, compared to a profit of 1.76 million yuan in 2024, a decline of 507.01% [1] - Gross margin fell to 14.06%, a decrease of 67.74% year-on-year, while net margin dropped to -41.09%, down 899.53% [1] - Total expenses (selling, administrative, and financial) accounted for 49.71% of revenue, an increase of 51.94% compared to the previous year [1] - Earnings per share were -0.40 yuan, a decrease of 504.16% from 0.10 yuan in 2024 [1] Cash Flow and Asset Management - Cash flow from operating activities decreased by 408.29%, attributed to reduced collections due to industry order fluctuations and insufficient market demand [7] - Cash and cash equivalents decreased by 44.12% to 553 million yuan, primarily due to investments in financial products [1][7] - Accounts receivable decreased by 28.21% to 58.51 million yuan [1] Cost Structure and Expenses - Selling expenses decreased by 43.45% due to reduced marketing costs [3] - Financial expenses surged by 1045.71%, primarily due to decreased interest income from deposits [4] - Research and development expenses fell by 61.52%, attributed to a reduction in personnel and materials used [6] Strategic Partnerships and Future Outlook - Yitian Intelligent signed a strategic cooperation framework agreement with Suiruan Technology to build a computing power cluster and expand the industrial chain [9][10] - The collaboration includes purchasing computing servers and providing computing resource services, aiming to support the development of the national integrated computing network [10] - Analysts expect the company's performance in 2025 to improve, with projected earnings of 27 million yuan and an average earnings per share of 0.15 yuan [8]

Core Viewpoint - The company reported strong revenue and profit growth in the first half of 2025, driven primarily by its consumer electronics business, with expectations for continued growth due to favorable market conditions and strategic partnerships [1][2]. Financial Performance - In H1 2025, the company achieved revenue of 1.244 billion yuan, a year-over-year increase of 32.18% [1] - The net profit attributable to shareholders was 234 million yuan, reflecting a year-over-year growth of 43.01% [1] - The gross margin for H1 2025 was 31%, up 1.07 percentage points year-over-year, while the net profit margin was 18.90%, an increase of 1.4 percentage points [1] - In Q2 2025, revenue reached 596 million yuan, a year-over-year increase of 15.38% [1] - The net profit attributable to shareholders in Q2 2025 was 126 million yuan, up 34.96% year-over-year [1] Business Segments - The precision flexible structural components segment (consumer electronics) generated revenue of 1.031 billion yuan in H1 2025, a year-over-year increase of 38.6% [2] - The precision metal components segment (Huayang Tong) achieved revenue of 195 million yuan, a year-over-year increase of 5.34% [2] - The company has established strong relationships with major clients, including Apple and Google, positioning itself well for future growth in the die-cutting market [2] Market Trends and Opportunities - The company is poised to benefit from a new growth cycle in the die-cutting market, driven by AI terminal layouts and expectations for foldable screens [2] - Upgrades in computing chips and storage are expected to drive demand for heat dissipation and shielding components, contributing to a new growth phase in the die-cutting industry [2] - Huayang Tong is well-positioned to capitalize on the AI development trend, providing precision metal components for servers and switches, which are critical for high-density layouts and stability [3] Investment Outlook - The consumer electronics business is entering a harvest phase, while Huayang Tong's expansion into data communication, charging piles, and energy storage is progressing well [3] - The company has adjusted its net profit forecasts for 2025-2027 to 700 million, 945 million, and 1.229 billion yuan, respectively [3] - Based on comparable companies, a target price of 68.3 yuan is set, with a maintained "strong buy" rating [3]

Core Viewpoint - Pingao Co., Ltd. (688227.SH) announced that the Jiangyuan Technology D10 chip is the first fully domestically produced and mass-produced AI computing power chip in China, with performance meeting expectations [1] Group 1: Product Development - The D10 chip's performance has reached the anticipated levels, indicating successful development and production [1] - The company is focusing on developing and adapting the software ecosystem necessary for the computing power servers to be deployed overseas [1] Group 2: Market Strategy - As the exclusive overseas sales agent for Jiangyuan Technology's products, the company aims to provide users with plug-and-play computing power servers [1]

Core Viewpoint - The company, ChaoXun Communication, is facing legal challenges and financial strain due to lawsuits related to unpaid debts and frozen bank accounts, which could impact its operations and financial health [1][2][4]. Group 1: Legal Issues - ChaoXun Communication and its subsidiary, ChaoXun (Guangzhou) Network Equipment Co., Ltd., received a civil lawsuit from Xintang Zhichuang (Zhejiang) Electronic Technology Co., Ltd. regarding unpaid debts totaling 89.94 million yuan [2]. - The company is being asked to assume joint liability for the debts of its subsidiary, which amounts to a total of 107 million yuan including principal and penalties [2][3]. - The company has not yet received formal legal documents regarding the freezing of its bank accounts, which is a procedural measure in the ongoing litigation [5]. Group 2: Financial Impact - As of July 31, the company reported that a total of 1.82 billion yuan in bank accounts has been requested for freezing, which represents 79.81% of its latest audited net assets [4]. - The actual amount frozen as of July 30 is 22.48 million yuan, accounting for 9.85% of the company's net assets [4]. - The frozen funds are primarily related to three lawsuits involving server procurement and other business dealings, with specific amounts of 53.1 million yuan and 39.21 million yuan related to different cases [4]. Group 3: Operational Status - Despite the legal challenges and frozen accounts, the company asserts that its normal operations and management have not been significantly adversely affected [4]. - The company has other bank accounts that remain operational, allowing it to continue its business activities [4]. - ChaoXun Communication is actively seeking to resolve the disputes and has reached preliminary agreements with the involved parties to address the issues [5].

据公告，2024年，超讯设备与信唐智创（浙江）电子科技有限公司（以下简称"信唐智创"）签订了三份 业务合同，约定信唐智创向超讯设备提供3361台服务器，三份合同总价款约为1.74亿元。 合同签订后，信唐智创向超讯设备发送了合同项下的货物，但因双方在货款支付上存在分歧，超讯设备 在合计支付8385.42万元后，信唐智创就尚未支付的8993.72万元货款向法院提起诉讼。同时，因超讯通 信为超讯设备单一股东，信唐智创要求上市公司对超讯设备的债务承担连带责任。 每经记者｜黄鑫磊 每经编辑｜魏官红 7月31日，算力概念股超讯通信（603322.SH，股价38.46元，市值60.61亿元）公告称，公司及全资子公 司超讯（广州）网络设备有限公司（以下简称"超讯设备"）近日收到浙江省温州市中级人民法院（以下 简称"温州中院"）送达的《民事起诉状》。 当天，超讯通信还披露，公司财务人员于近日查询银行账户时获悉，公司及多家子公司部分银行账户被 冻结，被申请冻结金额达1.82亿元，主要系公司及子公司与企业的业务涉诉。 被要求承担1.07亿元债务 信唐智创请求温州中院判令超讯设备向信唐智创偿还货款8993.72万元及应支付的违约金1 ...

Group 1 - The China Artificial Intelligence Industry Development Alliance is launching the development of performance standards for AI integrated machines to standardize performance indicators and technical capabilities [1] - The AI integrated machine includes high-performance computing hardware, pre-trained large AI models, and supporting software systems, designed for "plug-and-play" use, reducing the barriers to AI application [1] - The market for AI integrated machines is rapidly expanding, with over 100 manufacturers in China launching AI integrated machines, indicating a competitive landscape [1] Group 2 - Tianrongxin is advancing its intelligent computing cloud business by releasing a series of products including intelligent computing cloud platforms, integrated machines, and computing power servers, integrating multiple capabilities such as computing, storage, networking, security, and intelligence [2]

Core Viewpoint - The article emphasizes the importance of building a modern industrial system to support high-quality economic development in Henan Province, as highlighted by President Xi Jinping during his visit in May [1]. Group 1: Modern Industrial System Construction - The provincial meeting outlined a roadmap for creating a modern industrial system with unique characteristics of Henan, focusing on optimizing the industrial structure and enhancing comparative advantages [1]. - The "1+2+4+N" target task system aims to establish a modern industrial system led by technological innovation, supported by the real economy, with advanced manufacturing as the backbone and modern service industries as the foundation [1]. Group 2: Traditional and Emerging Industries - The strategy includes upgrading traditional industries such as steel, non-ferrous metals, and food processing, while also promoting strategic emerging industries like new energy, smart connected vehicles, new materials, and next-generation information technology [2]. - The focus is on artificial intelligence, biomanufacturing, and quantum technology to drive the industrialization of cutting-edge technologies and the application of key scenarios [2]. Group 3: Digital Integration - The province is advancing the integration of digitalization and industrialization, enhancing productivity through smart factories and automation, as seen in companies like Luozhu Group and Chaohui [3]. - Efforts are being made to develop a data-driven digital economy and establish a comprehensive digital empowerment platform for leading enterprises [3]. Group 4: Innovation and Industry Chain Development - The article highlights the role of technological innovation in creating new industries and driving productivity, with a focus on nurturing leading innovative enterprises and high-tech companies [4]. - In the first half of the year, the province's technology contract transaction volume reached 155.1 billion yuan, reflecting an 86.7% year-on-year increase [4]. Group 5: Technology Commercialization - The province plans to enhance the innovation platform system, support leading enterprises in establishing high-level R&D platforms, and overcome critical technological bottlenecks to facilitate the commercialization of scientific achievements [5]. Group 6: Industrial Park Development - Industrial parks are identified as crucial for building a modern industrial system, contributing significantly to the province's industrial growth [6]. - The strategy includes enhancing the role of industrial parks in attracting investment and fostering project development, with a focus on creating a matrix of modernized parks characterized by collaborative and digitalized operations [6].