机构简介： 上海湘禾投资有限公司成立于2012年2月5日，注册资本1000万元人民币。湘禾投资以专业、严谨的投资 研究为基础，运用各种规范的金融工具为客户管理金融财富。以管理资产的可持续成长为己任，致力于 成为国内资本市场上有重要影响力的、受人尊敬的资产管理公司。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 根据市场公开信息及7月1日披露的机构调研信息，知名私募湘禾投资近期对1家上市公司进行了调研， 相关名单如下： 1）东芯股份 （湘禾投资参与公司路演活动&策略会） 调研纪要：东芯股份在车规级存储产品方面取得显著进展，SLC NND、NOR 及 MCP 等产品陆续通过 EC-Q100 验证，适用于更严苛的应用环境。公司已完成国内多家整车厂及境内外一级汽车供应商的供 应商资质导入，并开始向境外知名的一级汽车供应商销售车规产品。砺算的 G100 芯片于2025年5月24 日收到首批封装完成的芯片，随即启动功能测试，结果符合预期，接下来将继续进行性能测试和优化。 I 终端需求目前处于初级发展阶段，但未来有望迎来井喷式增长，公司正积极布局 ...

Core Viewpoint - The performance of the G100 chip from the domestic GPU startup Lishuan Technology has been called into question after its GeekBench test score of 15524, which is comparable to the Nvidia GTX 660 Ti from 13 years ago, raising concerns about its competitiveness in the market [1][2]. Group 1: Product Performance - The G100 chip, equipped with 32 compute units and a minimum core frequency of 300MHz, achieved a score of 15524 in OpenCL general computing tests, significantly lower than the RTX 4060, which scored over 100,000, making G100's performance only 6.5% of that of RTX 4060 [2]. - The G100's specifications include a mere 256MB of video memory, which is considerably below the industry standard for modern GPUs, and the actual performance may be affected by potential driver optimization issues and firmware limitations [3]. Group 2: Architecture and Design - The G100 utilizes the self-developed TrueGPU architecture, designed to meet the demands of high-performance graphics rendering and the growing need for AI applications, marking it as the first GPU architecture to integrate both capabilities [4]. - TrueGPU architecture features a unified shader and tensor engine core, which aims to enhance compatibility with AI ecosystems and provide robust computing performance, while also supporting major graphics and computing APIs such as DirectX 12.2, Vulkan 1.3, OpenGL 4.6, and OpenCL 3.0 [4].

2024年，上市公司、主营存储类芯片产品的东芯股份曾与砺算达成投资协议，该报告期内向后者投资2亿元人民币，取得了37.88%的股权。从 那之后，东芯股份持股份额持平砺算科技创始团队持股平台（南京砺算），成为砺算科技的大股东。 5月27日，上市公司东芯股份公告，其持股37.88%的GPU设计企业砺算科技于26日向其出具了《关于G100芯片进展的告知函》，其中写道： 2025年5月24日，上海砺算收到了首批封装完成的G100芯片，即刻启动功能测试。2025年5月25日，G100芯片完成了主要功能测试，截至目前 结果符合预期。下一步，上海砺算将继续进行详细全面的性能测试和优化提升。此外，上海砺算会基于产品的性能调优情况，尽快向行业内客 户送测产品。 砺算科技成立于2021年，G100是其从底层指令集起自研的首款高性能图形渲染GPU芯片产品。根据砺算科技创始人此前接受媒体"芯东西"采访 时讲道，这款芯片采用6nm先进制程代工生产，"性能对标国际一线企业产品"，也就是英伟达安培架构RTX系列GPU。 在芯片行业，芯片产品经过流片（风险试产）且经测试可用，被称为"点亮"。一经点亮，就意味着可以推进后续的产品认证、客户导入 ...

智通财经5月27日早间新闻精选 1、中办、国办26日发布《关于完善中国特色现代企业制度的意见》。其中提出，国有企业要根据功能 定位逐步调整优化股权结构，形成股权结构多元、股东行为规范、内部约束有效、运行高效灵活的经营 机制。 2、穆迪国际信用评级公司发布报告，决定维持中国主权信用评级"A1"和负面展望不变。对此，财政部 表示，穆迪作出维持中国主权信用评级稳定的决定，是对中国经济向好前景的正面反映。 3、国务院、中央军委日前公布《重要军工设施保护条例》，自2025年9月15日起施行。《条例》旨在保 护重要军工设施的安全，保障重要军工设施的使用效能和军工科研、生产等活动的正常进行，加强国防 现代化建设。 9、东芯股份公告，上海砺算收到首批封装完成的G100芯片 并完成主要功能测试。 10、佳都科技公告，处置云从科技部分股权，实现税后投资收益-1628.77万元。 11、4连板汇得科技公告，全资子公司"年产60万吨聚氨酯新材料项目"已获得项目建设用地 目前尚在行 政审批阶段。 12、福田汽车公告，拟与亿纬锂能共同出资5亿元设立新能源科技公司，拓展新能源重卡业务。 13、荣晟环保公告，控股股东、实际控制人冯荣华被公安 ...

宏观热点 证监会：推动出台上市公司监督管理条例，加大对组织指使造假、资金占用等违法行为的打击力度 国家发展改革委、国务院国资委、中国证监会、全国工商联有关负责同志就《关于完善中国特色现代企 业制度的意见》（以下简称《意见》）相关情况答记者问。 问：《意见》强调，要发挥资本市场对完善公司治理的推动作用，请问中国证监会在这方面开展了哪些 工作，取得了怎样的效果？下一步还有哪些考虑？ 答：上市公司是经济高质量发展的重要微观基础，是探索完善中国特色现代企业制度的重要力量。资本 市场公开透明，强化约束和激励，要求上市公司具备健全且运行良好的组织机构，形成各司其职、有效 制衡的公司治理结构，在推动企业完善公司治理、健全内控和规范经营，培育现代企业制度等方面发挥 了重大作用。 中国证监会一直高度重视上市公司的公司治理监管。下一步，中国证监会将贯彻落实《意见》有关要 求，不断完善上市公司治理规则，推动出台上市公司监督管理条例，加大对组织指使造假、资金占用等 违法行为的打击力度，进一步发挥独立董事作用，鼓励机构投资者积极行使股东权利，激发公司治理内 生动力，促进上市公司健全中国特色现代企业制度，持续提升公司治理水平。 国务院国 ...

Investment Overview - The company has approved an investment of RMB 20 million in Lisan Technology (Shanghai) Co., Ltd. to acquire an additional registered capital of RMB 5 million, with a pre-investment valuation of RMB 200 million for the target company [1] - Other investors will contribute a total of RMB 12.8 million, bringing the total investment to RMB 32.8 million, increasing the registered capital of the target company to RMB 13.2 million [1] Investment Progress - On May 26, 2025, the company received a progress report regarding the G100 chip, which completed its main functional testing on May 25, 2025, with results meeting expectations [2] - The next steps include detailed performance testing and optimization, with plans to send the product for testing to industry clients based on performance tuning [2] Future Considerations - The company will continue to disclose information regarding the investment's progress in accordance with legal regulations and company bylaws [4]

Core Viewpoint - Dongxin Co., Ltd. has received the first batch of packaged G100 chips from Shanghai Lishuan, which have successfully completed major functional testing, indicating progress in the development of their first-generation GPU product [1] Group 1: Company Progress - On May 26, Dongxin Co., Ltd. announced the receipt of a notification from Shanghai Lishuan regarding the progress of the G100 chip [1] - The first batch of G100 chips was received by Shanghai Lishuan on May 24, and functional testing was initiated immediately [1] - As of May 25, the G100 chip has completed major functional testing, with results meeting expectations [1] Group 2: Future Plans - Shanghai Lishuan will continue with detailed and comprehensive performance testing and optimization of the G100 chip [1] - Based on the performance tuning results, Shanghai Lishuan plans to expedite the delivery of the product for testing to industry clients [1] - Dongxin Co., Ltd. indicates that further work remains, including complete functional testing, performance testing, and reliability testing for the G100 chip [1]

Group 1 - The core point of the article is that Dongxin Co., Ltd. has announced that its investment enterprise, Lishuan Technology, has completed the first wafer processing of the G100 chip and has entered the packaging testing and product validation stage [1] Group 2 - As of the date of the company's Q1 2025 report release, the G100 chip product has made significant progress in its development [1]