作为一家以自主可控芯片构建自主信息产业生态为核心特色的科创板上市公司，龙芯中科始终坚持自力 更生、将自主进行到底，从研发、生产、软件生态三方面筑牢自主信息技术体系底座。 正如胡伟武所说："信息产业必须要有自己的根。"龙芯中科的发展历程表明，只有坚持自主创新，稳扎 稳打，方有长成参天大树的底气。 参天大树必有"根" 芯片封装环节——引线键合 胡伟武 ◎记者 窦世平 "我国信息产业的根本出路在于构建独立于X86和ARM体系之外的第三套生态体系。"龙芯中科董事长胡 伟武日前在接受上海证券报记者采访时,分享了他对中国信息产业发展路径的思考。 学会"两条腿"走路 什么是胡伟武说的"根"？这里可以有两种解释：一种是第三套生态体系的立足之根，另一种是中国信息 产业的发展之根。 2001年，中国信息产业的发展还处于起步阶段，国内对"要不要做自主CPU"争议很大。据胡伟武回忆， 当时他所在的团队为了证明可行性，就先做原型系统，再争取中国科学院、863计划、重大专项等支 持，一步步把自主CPU"推"成了国家战略。 做了10年研发后，胡伟武又发现了一个问题：龙芯的成果在论文里、评奖中，却不在市场上。2010年， 他带着核心骨干走出 ...

如果把电脑比作人体，CPU就是指挥全身的"大脑"。此次发布的龙芯3C6000，采用我国完全自主设计的 指令系统龙架构，无需任何国外技术授权，从底层设计到最终制造全部掌握在自己手中。 龙芯总设计师胡伟武自豪地介绍："3C6000的性能已经达到2023-2024年国际主流产品的水平，是真正 的'土生土长'的中国芯。它不依赖任何境外技术授权或供应链，从指令系统到各种IP核（知识产权核） 都是我们自主研发的。" 目前，3C6000系列已获得国家《安全可靠测评公告》最高等级——二级认证，在安全性上拿到了国家 级"毕业证"，完全能满足通信计算、人工智能计算（智算）、存储、工业控制及工作站等多场景需求。 一颗真正属于咱们中国人自己的"大脑"——龙芯3C6000正式亮相北京。这颗国产通用处理器（CPU）从 指令系统到所有核心部件，完全不依赖任何国外授权技术，真正实现了自主可控，标志着中国芯站上了 新高度。 本源悟空的背后，是量子芯片设计工业软件、测控系统、极低温环境支撑系统等全栈核心技术的自主突 破。完成超50万个全球任务，标志着中国自主量子算力已从可用真正迈向规模化应用阶段，成为全球量 子计算领域的重要一极。 更令人振奋的 ...

Group 1 - The semiconductor industry chain is experiencing a strong performance, with the lithography machine sector leading the gains, and stocks like Blue Ying Equipment and Kemet Gas seeing significant increases [1] - Various sectors within the semiconductor industry, including advanced packaging, electronic chemicals, and third-generation semiconductors, are also witnessing upward trends [1] Group 2 - Recent catalysts for the semiconductor sector include an acceleration in mergers and acquisitions, with notable transactions such as Huada Jiutian's acquisition of Chip and Semiconductor equity and Haiguang Information's merger with Zhongke Shuguang [2] - The IPO progress of "unicorn" chip companies is gaining attention, with companies like Unisoc and Moer Thread having their applications accepted for listing on the Sci-Tech Innovation Board [3] - Longxin Zhongke recently launched new chip products, including the Longxin 3C6000 series server processor and Longxin 2K3000/3B6000M chips for industrial control and mobile terminals, leading to a stock price increase of 7.82% [3] - The semiconductor industry is entering a recovery cycle driven by AI demand, with expectations of continued recovery into the first quarter of 2024 and 2025 [3]

Core Viewpoint - The banking sector is experiencing a strong rebound, with all stocks in the sector rising, particularly Shanghai Pudong Development Bank reaching a historical high market value of 432.18 billion yuan [1][11]. Banking Sector Summary - The banking sector's rebound has led to a rise in high-dividend assets, with the Shanghai Composite Index increasing by 0.21%, while the Shenzhen Component Index and the ChiNext Index saw declines of 0.32% and 0.58%, respectively [3][11]. - Key banks showing significant stock performance include: - Shanghai Pudong Development Bank: +2.88%, market value 432.18 billion yuan - Suzhou Bank: +5.24%, market value 40.6 billion yuan - Xiamen Bank: +4.12%, market value 28.06 billion yuan - Hangzhou Bank: +3.33%, market value 124.5 billion yuan [12][13]. - Analysts suggest that the recent fluctuations in the banking sector do not undermine the underlying logic for growth, as the low-interest-rate environment enhances the appeal of high-dividend bank stocks to long-term institutional investors [13][14]. Semiconductor Industry Summary - The semiconductor industry continues to strengthen, with the photolithography equipment sector leading the gains. Notable stocks include: - Blue Eagle Equipment: +15.35%, market value 8.13 billion yuan - Kai Mei Teqi: +10.00%, market value 7.84 billion yuan - Xuguang Electronics: +9.97%, market value 12.2 billion yuan [6][7][8]. - Recent catalysts for the semiconductor sector include accelerated mergers and acquisitions among semiconductor companies and the IPO progress of "unicorn" firms [9]. - The semiconductor industry is expected to enter a recovery cycle driven by AI demand, with a positive outlook for 2024 and early 2025 [9].

Core Viewpoint - Longxin Zhongke has made significant advancements in the development of domestically produced general-purpose processors, launching the Longxin 3C6000 series server processors and other chips based on the self-developed Long architecture, which do not require foreign authorization [2][3][4] Group 1: Product Development - The Longxin 3C6000 series features a 16-core, 32-thread single chip and is expected to achieve successful tape-out in the first half of 2024 [3] - The performance of the Longxin 3C6000 series is comparable to mainstream products in the market as of 2023, with a product generation gap reduced to two generations [3][4] - Longxin Zhongke has developed a complete product line including desktop, server, and terminal chips, catering to various fields with high-performance and cost-effective CPU products [4] Group 2: Market Position and Strategy - Over 40 manufacturers have launched systems and solutions based on the Longxin 3C6000 series, which has received the highest level of certification for safety and reliability [4] - The company aims to establish a self-sufficient information technology system, having mastered key technologies in general processors, graphics processors, AI processors, and foundational software design over 20 years [5][8] - Longxin Zhongke is actively building an industrial ecosystem focused on network security, office and business information, industrial control, and IoT, with products widely applied in various sectors such as e-government, energy, transportation, and education [8][9] Group 3: Financial Performance - Longxin Zhongke reported revenues of 506 million yuan and 504 million yuan for 2023 and 2024, respectively, with net losses of 329 million yuan and 625 million yuan [9][10] - The company's R&D expenses were 425 million yuan and 430 million yuan for 2023 and 2024, representing 105.34% of its revenue, indicating a strong commitment to R&D despite financial losses [10] - In Q1 2025, the company achieved revenues of 125 million yuan with a net loss of 151 million yuan, alongside R&D expenses of 122 million yuan [11]

Group 1 - The core viewpoint of the articles highlights the advancements in domestic computing technology, particularly through the collaboration between Chengmai Technology and Longxin Zhongke, focusing on the development of secure and high-performance computing solutions for sensitive sectors such as government, finance, education, telecommunications, and healthcare [1][4] - Chengmai Technology's P1 series desktop, powered by the Longxin 3A6000 processor, is the first domestic desktop to pass the DeepSeek certification in a "pure bare machine, no acceleration card" state, showcasing its reliability and security [1] - The local deployment of Chengmai's computing solutions allows users to perform tasks offline, significantly reducing the risk of sensitive information leakage while enhancing operational efficiency in critical sectors [1] Group 2 - At the recent HDC conference, Chengmai Technology launched its first open-source Harmony desktop operating system, based on the Longxin 3A6000, which supports a wide range of applications and aims to be the preferred solution for domestic computing [2] - The conference also featured the release of various Longxin processors, including the Longxin 3C6000 series for servers and the Longxin 2K3000/3B6000M for industrial control and mobile terminals, indicating ongoing innovation in the domestic chip sector [4] - Longxin Zhongke's chairman announced plans for next-generation CPUs, which will further enhance performance, indicating a commitment to continuous improvement and collaboration with Chengmai Technology [1][4]

或由于国产新一代CPU发布，今日（6月27日）龙芯中科涨超14%，康龙化成涨逾3%，天合光能、晶科 能源、阳光电源涨超2%。 风险提示：双创龙头ETF被动跟踪中证科创创业50指数，该指数基日为2019.12.31，发布于2021.6.1，该 指数2020-2024分年度涨跌幅为：86.90%、0.37%、-28.32%、-18.83%、13.63%。文中提及的指数成份股 仅作展示，个股描述不作为任何形式的投资建议，也不代表管理人旗下任何基金的持仓信息和交易动 向。基金管理人评估的该基金风险等级为R4-中高风险，适宜积极型（C4）及以上的投资者，适当性匹 配意见请以销售机构为准。任何在本文出现的信息（包括但不限于个股、评论、预测、图表、指标、理 论、任何形式的表述等）均只作为参考，投资人须对任何自主决定的投资行为负责。另，本文中的任何 观点、分析及预测不构成对阅读者任何形式的投资建议，亦不对因使用本文内容所引发的直接或间接损 失负任何责任。基金投资有风险，基金的过往业绩并不代表其未来表现，基金管理人管理的其他基金的 业绩并不构成基金业绩表现的保证，基金投资须谨慎。 热门ETF方面，硬科技宽基——双创龙头ETF（ ...

1、近日，中共中央办公厅、国务院办公厅发布关于全面推进江河保护治理的意见。其中提到，发挥水 资源综合利用功能。加快推进西南地区水电基地建设，合理布局、积极有序开发建设抽水蓄能电站， 实施小水电站绿色改造提升，推进水风光一体化基地规划建设。巩固提升长江黄金水道、珠江、京杭 大运河黄河以南段等航运主通道功能，有序推进内河航运发展。 今日导读 1.6月26日，国家金融监督管理总局、中国人民银行联合发布《银行业保险业普惠金融高质 量发展实施方案》。 2. 6月26日，龙芯中科正式发布基于国产自主指令集龙架构研发的服务器处理器龙芯3C6000 系列芯片、工控领域及移动终端处理器龙芯2K3000/3B6000M芯片，以及相关整机和解决方 案。 3. 6 月 26 日 晚 ， 阿 里 巴 巴 集 团 发 布 2025 财 年 年 报 显 示 ， 阿 里 巴 巴 集 团 在 2025 财 年 收 入 9963.47亿元，净利润同比增长77%至1259.76亿元。 宏观消息 2、6月26日，国家发展改革委政策研究室副主任李超在发布会上表示，将于今年7月份下达今年第三 批消费品以旧换新资金；抓紧推出加力实施设备更新贷款贴息政策， ...

Core Viewpoint - The 2025 Loongson product launch and user conference showcased advancements in domestic chip development, emphasizing the importance of self-developed instruction sets and the establishment of a robust integrated circuit industry ecosystem in Haidian District [1][3]. Group 1: Product Launch and Features - The conference introduced the Loongson 3C6000 series server processors, which utilize the self-developed LoongArch instruction set, featuring 16 cores and 32 threads, achieving performance levels comparable to mainstream products in 2023 [1]. - The Loongson 3B6000M and 2K3000 chips, aimed at terminal and industrial control applications, are set to tape out successfully by the end of 2024, completing a product line that includes desktop, server, and terminal CPUs [2]. - The Loongson company has adopted a steady technological approach, focusing on enhancing single-core performance before increasing core counts, with the latest 4-core Loongson 3A6000 desktop CPU reaching market-leading single-core performance levels [2]. Group 2: Industry Development and Support - Haidian District is actively building a modern industrial system to promote strategic emerging industries, including integrated circuits, with over 240 companies in the sector, including 10 listed companies and 4 unicorns [3]. - The district has implemented a chip tape-out subsidy policy, offering up to 15 million yuan in support to reduce R&D costs and accelerate technological iterations for companies [3]. - In 2024, the integrated circuit industry in Haidian is projected to achieve revenue contributions of 43 billion yuan, reflecting a year-on-year growth of 13%, with significant revenue growth of approximately 20% in the first five months of 2025 [4].

Group 1: New Stock Offerings - Yitang Co., Ltd. has a new stock offering with the subscription code 787729, an issue price of 8.45 yuan per share, and a subscription limit of 41,000 shares [1] Group 2: Government Policies and Initiatives - The State Council issued a plan to improve the credit repair system, focusing on ten aspects including standardizing credit information disclosure and simplifying application materials [2] - The Central Committee and State Council released opinions on river protection and governance, aiming for a modern flood prevention system by 2035 and improved ecological quality [2] - The National Development and Reform Commission announced the third batch of funds for the old-for-new consumption policy to be released in July [3] - The Ministry of Commerce emphasized the importance of maintaining global supply chain stability regarding rare earth export approvals [3] - The Financial Regulatory Authority and the People's Bank of China released a plan for the high-quality development of inclusive finance over the next five years [3] Group 3: Company News - Alibaba Group reported a revenue of 996.347 billion yuan for the fiscal year 2025, with a net profit increase of 77% to 125.976 billion yuan [5] - North Navigation reported normal operating conditions with no significant changes in its main business [6] - Silver Seat Co., Ltd. noted that sales from Bubble Mart products account for less than 0.02% of its revenue [6] - The controlling shareholder of Songyang Resources is planning a change in control, leading to a stock suspension starting June 27 [6] - Asia-Pacific Co., Ltd. received a project for brake calipers and EPB with a total sales amount of approximately 640 million yuan [7] - BlueFocus Communication Group has submitted an application for H-share issuance and listing in Hong Kong [7]