Group 1: Institutional Trading Insights - Today, 33 stocks were listed on the institutional trading leaderboard, with 18 stocks seeing net purchases and 25 stocks experiencing net sales [1] - The top three stocks with the highest net purchases by institutions were: Liou Co., Ltd. (¥471 million), Lingyi Manufacturing (¥363 million), and Jiu Gui Jiu (¥166 million) [1][2] Group 2: Semiconductor Industry Developments - The domestic chip industry is seeing significant advancements, with companies like Shengke Communication delivering high-end 800G switching capacity chips for data centers, expected to expand market reach [4] - Huaxia Securities predicts that by 2025, domestic chip achievements will be substantial, with Huawei's Pura80 series featuring the Kirin 9020 chip, showcasing supply chain breakthroughs [4] - The C6P series CPU from Lanjing Technology is noted for its competitive advantages, indicating a strong momentum in domestic chip innovation [6] Group 3: Apple Supply Chain Dynamics - Yian Technology's subsidiary has capabilities in producing folding screen hinge components, which are already applied in several market-released brand models [7] - Chaoyang Technology is involved in the production of acoustic products and precision components, entering the supply chain of major brands like Apple [7] - Reports indicate that Apple's iPhone 17 has entered mass production, with significant material stockpiling exceeding 90 million units, suggesting a robust growth cycle driven by hardware innovation and AI integration [7]

再现麒麟芯，国产算力崛起 证券研究报告|行业研究周报 [Table_Date] 2025 年 8 月 17 日 [Table_Title2] 计算机行业周报 [Table_Summary] 本周观点: 一、国产算力：多维布局构筑智能时代核心竞争力 2025 年 8 月国产芯片成果丰硕。华为 Pura80 系列 明确搭载麒麟 9020，架构升级，封装技术先进，体 现供应链突破与自信，其芯片覆盖多终端，未来性能 将再跃升。海光信息新一代 C86 处理器性能提升， 生态完善，业绩增长，计划整合构建全栈能力。澜起 科技推出的 C6P 系列 CPU 优势显著，竞争力强。国 产芯片迭代迅猛，自主创新动能强劲，未来在全球赛 道将占更核心位置。 二、高算力芯片政策趋严，国产体系加速完善 美国对高算力 GPU 的安全审查持续收紧，英伟达 H20 芯片被央视旗下官媒点名"既不先进、不安全、不环 保"，监管部门并已对重点互联网企业发出谨慎采购 提醒、网信办于 7 月 31 日约谈英伟达；8 月 11 日 美方宣布恢复 H20 对华出口，但附加"上缴在华相 关芯片销售收入 15% 以换取出口许可"的新条件， 抬升企业成本并加大供给不 ...

Core Viewpoint - Huawei launched the new Pura 80 Ultra imaging flagship in Dubai, priced at 5,099 AED, approximately 9,961 CNY, with notable differences from the domestic version [1] Group 1: Product Specifications - The Pura 80 Ultra features a 6.8-inch LTPO display with a resolution of 2848×1276 and is powered by the Kirin 9020 chip [3] - It includes a front camera of 13 million pixels and supports 100W wired and 80W wireless charging [3] - The device introduces a dual long-focus lens system, combining a 3.7x medium-long focus lens with a 9.4x super long focus lens, utilizing a 1/1.28-inch main sensor for enhanced light intake [3] - The upgraded one-inch ultra-sensitive main camera offers a dynamic range 15 times greater than its predecessor, improving low-light performance [3] Group 2: Chipset Details - The Kirin 9010S is a new flagship chip used in the standard Pura 80, featuring a configuration of 1×2.3GHz super core, 3×2.18GHz large cores, and 4×1.55GHz small cores, with a Maleoon 910 GPU [5] - The Kirin 9020 is Huawei's most powerful mobile chip, consisting of 1×2.5GHz super core, 3×2.15GHz large cores, and 4×1.6GHz small cores, paired with a Maleoon 920 GPU [5] Group 3: Market Availability - The Pura 80 standard version is set to launch this month, while the Pura 80 Ultra is already available for sale, with the domestic version starting at 9,999 CNY [5]

Core Insights - Huawei launched the Pura80 series overseas on July 10, featuring the Kirin 9010S processor for the Pura80 and the Kirin 9020 processor for the Pura80 Ultra [1] Group 1 - The Pura80 series was introduced to the international market [1] - The Pura80 is equipped with the Kirin 9010S processor [1] - The Pura80 Ultra features the Kirin 9020 processor [1]