消息面上，东吴水泥去年8月曾发布公告称，公司控股股东Goldview向港航香港和汾源资本出售部分股 份。此次交易的接盘方均有深厚国资背景。资料显示，港航香港为港航集团的全资香港附属公司，其最 终实益拥有人为苏州市国资委。而汾源资本为汾湖投资集团的全资附属公司，后者为汾湖高新技术产业 开发区管理委员会旗下核心平台，同属苏州国资。 值得注意的是，蒋学明为现任东芯半导体股份有限公司董事长。东芯股份近日在投资者互动平台表示， 砺算科技目前经营状况良好，首款自研GPU芯片7G100的客户送样与测试、产品生产、软件配套与优 化、销售拓展等相关工作正在正常开展中。 智通财经APP获悉，东吴水泥(00695)早盘涨超11%，高见9港元，再创历史新高。截至发稿，涨9.88%， 报8.9港元，成交额1457.82万港元。 智通财经APP在《苏州国资入主港股上市企业首秀，与东吴水泥（00695）会擦出怎样的"火花"？》中 指出，Goldview的唯一实际控制人为蒋学明，在此次交易完成之后，港航香港以28%的持股成为东吴水 泥的单一最大股东，汾源资本持股9%，蒋学明仍将持有东吴水泥16.89%的股份。 ...

Core Viewpoint - Dongxin Co., Ltd. has seen a significant increase in stock price, rising 337% in the second half of the year, with a recent 35% surge, bringing its market capitalization to 59.3 billion yuan, nearing historical highs [3] Group 1: Company Performance - Dongxin Co., Ltd. specializes in various storage products serving multiple sectors including network communication, surveillance, consumer electronics, industrial control, and automotive electronics [3] - The company reported a net profit of -35.22 million yuan for Q3 2025, indicating a loss, and anticipates remaining in a loss position for the entire 2025 fiscal year [3] - Despite an increase in main business revenue, Dongxin Co., Ltd. noted that there has been no significant change in the internal and external operating environment [3] Group 2: Strategic Developments - Dongxin Co., Ltd. confirmed that its investee, Shanghai Lishuan, signed a strategic cooperation framework agreement with a leading domestic cloud service provider, but no formal orders have been placed yet [4][6] - The framework agreement focuses on future collaboration in areas such as domestic cloud desktop systems, AIPC, cloud rendering, and digital twin solutions, with specific projects to be defined later [6] - Dongxin Co., Ltd. invested approximately 211 million yuan in Shanghai Lishuan, acquiring about 35.87% equity, aiming to advance its "storage, computing, and networking" integrated strategy [6] Group 3: Market Context - The global discrete graphics card market is dominated by NVIDIA and AMD, creating a highly concentrated oligopoly, while domestic GPU development is still in its early stages [7] - Dongxin Co., Ltd. highlighted significant challenges for domestic GPU manufacturers, including limitations in R&D capabilities, ecosystem development, and overall technological maturity compared to international leaders [7] - Recent trading activity showed a substantial increase in transaction volume for Dongxin Co., Ltd., with a total trading amount of approximately 14 billion yuan over two days [7]

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].

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]

Core Viewpoint - Dongxin Co., Ltd. announced that its stock price has experienced an abnormal fluctuation, with a cumulative increase of 30% over three consecutive trading days from July 28 to July 30, 2025, prompting an inquiry into potential undisclosed significant matters [1] Group 1: Stock Performance - The company's stock price rose by 30% over three trading days, indicating significant market interest or speculation [1] - The increase in stock price has been classified as an abnormal trading fluctuation [1] Group 2: Company Operations - The company conducted a self-examination and confirmed that there are no undisclosed significant matters affecting its operations [1] - The company's production and operations are currently normal, with no major changes reported [1] Group 3: Product Development - Recent media reports highlighted the company's investment in Lishuan Technology (Shanghai) Co., Ltd., which has launched its first self-developed GPU chip "7G100" and the first graphics card product Lisuan eXtreme [1] - The related chip products are undergoing continuous optimization, with plans for customer sampling and mass production in the near future, although no revenue has been generated yet [1]