Core Viewpoint - The article emphasizes the importance of developing a self-controlled and secure information technology system in China, highlighting the need for domestic CPU development to reduce reliance on Western architectures like X86 and ARM [1][3]. Group 1: Company Vision and Strategy - The chairman of Loongson Technology, Hu Weiwu, reiterated the company's mission to create a self-sufficient and secure information technology ecosystem, focusing on the "three autonomies": autonomous instruction systems, autonomous IP cores, and production based on self-developed processes [3][4]. - Loongson is the only CPU company in China adhering to the "three autonomies" approach, having developed various IP cores including CPU, GPU, and other interfaces [3][4]. Group 2: Product Development and Performance - Loongson has significantly improved CPU performance through microarchitecture and process upgrades, resulting in three main CPU series: Loongson 3 for desktop and server applications, Loongson 2 for industrial control and terminal applications, and Loongson 1 for embedded applications [6][8]. - The newly launched 3C6000 series server CPU features a 16-core, 32-thread design and can scale up to 60/64 cores and 120/128 threads using the self-developed "Dragon Link" technology, which enhances interconnectivity and bandwidth [8][10]. Group 3: Competitive Positioning - The 3C6000 series has achieved performance levels comparable to Intel's mainstream products, with single and multi-core performance metrics that meet or exceed those of Intel's 16-core and 32-core Xeon processors [12][13]. - The introduction of the 3C6000 series is expected to shift the focus from autonomy to cost-effectiveness as the primary reason for partners to choose Loongson in the server market [13]. Group 4: Future Developments in AI and GPU - Loongson is adopting a GPGPU approach for AI development, focusing on integrating graphics and AI processing capabilities, with plans for future GPU products that enhance performance and compatibility [17][19]. - The upcoming 9A1000 GPU is designed to improve graphics rendering and AI capabilities, with significant advancements in performance and efficiency compared to previous models [23][24]. Group 5: Market Applications and Collaborations - The launch of the 3C6000 and 3B6000M CPUs has enabled Loongson to provide a complete product line for various applications, including general-purpose servers, industrial control, and terminal products, with a focus on high performance and reliability [15][29]. - Numerous companies have announced products based on Loongson processors, indicating a broad market application across critical sectors such as government, defense, finance, and energy [28][29]. Group 6: Commitment to Self-Reliance - Loongson aims to achieve lower costs, higher performance, and better ecosystem development through self-reliance, emphasizing the importance of building a robust information technology industry in China [31].

资料显示，芯片ETF（159995）跟踪国证芯片指数，30只成分股集合A股芯片产业中材料、设备、设 计、制造、封装和测试等龙头企业，其中包括中芯国际、寒武纪、长电科技、北方华创等。其场外联接 基金为，A类：008887；C类：008888。 以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 昨日消息， 国产芯片公司龙芯中科，在北京发布全新龙芯3C6000系列服务器CPU处理器。这是中国自 主研发、自主可控的新一代国产通用处理器，也是无需依赖任何国外授权技术的国产CPU芯片产品。 招商证券表示，全球贸易格局的演变促使芯片半导体自主可控上升为我国产业发展的关键战略，政府部 门持续加码对该领域的政策扶持。AI 创新周期赋能叠加关税背景下自主可控预期强化，细分领域景气 持续复苏，芯片半导体产业已开启新一轮向上周期。 6月27日早盘，A股三大指数集体上涨，上证指数盘中上涨0.26%，多元金融、基本金属、贵金属等板块 涨幅靠前，能源设备、餐饮旅游跌幅居前。芯片科技股震荡分化，截至9:48，芯片ETF（159995）上涨 0.33%，其成分股龙芯中科上涨15.91%，景嘉微上涨1.50%，拓荆科技上涨 ...