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8月股价涨幅超82%的东芯股份复牌,“反路演”引投资者戏称“东伟达”来了公司半年报现“牛散”赵建平、赵吉
Xin Lang Cai Jing· 2025-09-02 21:12
Core Viewpoint - Dongxin Co., Ltd. (688110.SH) is set to resume trading after a suspension, with significant investor interest driven by its recent performance and developments in its self-developed GPU technology [1][2]. Group 1: Company Performance - Dongxin Co., Ltd. experienced a stock price increase of 207.85% from July 29 to August 28, reaching a market capitalization of 52.185 billion yuan [1]. - The stock price rose over 82% in August alone, indicating strong market momentum [1][2]. Group 2: Investor Interest - Notable investors Zhao Jianping and Zhao Ji have entered the top ten circulating shareholders, with holdings of 5.13 million shares and 3 million shares, respectively [4][5]. - The combined market value of their holdings exceeds 950 million yuan based on the closing price of 118.00 yuan per share on August 28 [6]. Group 3: GPU Development - Dongxin Co., Ltd. is linked to the recent launch of Shanghai Lishuan's self-developed GPU chip "7G100" and graphics card product "Lisuan eXtreme," which are aimed at various applications including AI PCs and cloud gaming [2][3]. - The company has indicated that its GPU products are not intended for large model computing clusters, and as of now, no revenue has been generated from these products [2][3].
东芯股份:上海砺算产品并非应用于大模型算力集群等相关场景
news flash· 2025-07-31 12:27
Core Viewpoint - The announcement highlights the investment by the company in Shanghai Lishuan, which has developed its first self-researched GPU chip "7G100" and the first graphics card product Lisuan eXtreme, indicating a strategic move into the GPU market [1] Investment Details - The company invested 200 million yuan in Shanghai Lishuan in 2024, acquiring a 37.88% stake, which will not be included in the consolidated financial statements [1] - The investment is aimed at enhancing the company's presence in the GPU chip development sector, particularly for applications in personal computers, professional design, AI PCs, cloud gaming, cloud rendering, and digital twins [1] Product Development - As of May 25, 2025, Shanghai Lishuan has received the first batch of packaged G100 chips and has completed major functionality testing [1] - The company is currently focused on product optimization and will proceed with customer sampling and mass production, although no revenue has been generated yet [1]
东芯股份:目前上海砺算的相关芯片产品正在持续进行产品优化提升工作 目前尚未产生收入
news flash· 2025-07-30 11:16
东芯股份公告,公司股票交易连续三个交易日(2025年7月28日、2025年7月29日、2025年7月30日)内收 盘价格涨幅累计达到30%,属于股票交易异常波动情形。经公司自查,并发函问询控股股东、实际控制 人,确认不存在应披露而未披露的重大事项,公司目前生产经营正常,生产经营未发生重大变化。近日 市场上出现了关于公司对外投资企业砺算科技(上海)有限公司发布了首款自研GPU芯片"7G100"及首款 显卡产品Lisuan eXtreme的相关媒体报道。目前标的公司的相关芯片产品正在持续进行产品优化提升工 作,下一步将进行客户送样及量产,目前尚未产生收入。 ...