登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 特别提示： 二、交易对手方介绍 （一）上海商汤智能科技有限公司 1、公司住所：上海市徐汇区虹梅路1900号6楼6-75、6-76、6-79单元 1、本次合作的业务是公司拟开展的新业务，该业务领域市场尚未成熟，下游需求存在不确定性，公司 在该业务领域技术储备尚不充分，专业人员团队尚在搭建中，后续对公司业绩的影响存在不确定性。 2、本次签署的战略合作协议属于框架性协议，具体合作内容、相关业务实施进度等事宜尚存在不确定 性，不会对公司当期业绩产生重大影响。 3、公司将根据协议后续进展情况，按照有关规定履行相应的信息披露义务。敬请广大投资者谨慎决 策，注意投资风险。 一、协议签署概况 近日，北京利尔高温材料股份有限公司（以下简称"公司"）与上海商汤智能科技有限公司（以下简 称"商汤科技"）、杭州曦望芯科智能科技有限公司（以下简称"曦望"）签署《战略合作协议书》，拟共 同研究和探索在AI算力合作、工业制造与决策AI垂直模型的开发和应用以及相关智能体开发和推广等 方面的战略合 ...

据悉，本次合作将有助于公司开拓布局工业制造与决策AI垂直模型开发和应用的相关业务。 北京利尔（002392）(002392.SZ)公告，公司(乙方)与商汤科技(甲方)、杭州曦望芯科智能科技有限公司 ("曦望"、丙方)签署《战略合作协议书》，拟共同研究和探索在AI算力合作、工业制造与决策AI垂直模 型的开发和应用以及相关智能体开发和推广等方面的战略合作。 三方将共同推进丙方AI芯片的销售和在不同领域的应用。在市场需求稳定、可靠的情况下，乙方和丙 方研究和探索共同成立算力业务的联合体，优先以已经量产的S1、S2和待量产S3推理芯片为主，其它 各类AI芯片厂家的芯片为辅。待条件成熟时，双方共同成立团队推进相关业务的开展。目前多家钢铁 企业正在切入数据中心建设业务，乙方可利用其良好的客户关系积极推进丙方AI芯片或双方共同研究 和探索投建的算力租赁设施在相关钢铁企业AI数据中心业务的使用。 ...

三方将共同推进丙方AI芯片的销售和在不同领域的应用。在市场需求稳定、可靠的情况下，乙方和丙 方研究和探索共同成立算力业务的联合体，优先以已经量产的S1、S2和待量产S3推理芯片为主，其它 各类AI芯片厂家的芯片为辅。待条件成熟时，双方共同成立团队推进相关业务的开展。目前多家钢铁 企业正在切入数据中心建设业务，乙方可利用其良好的客户关系积极推进丙方AI芯片或双方共同研究 和探索投建的算力租赁设施在相关钢铁企业AI数据中心业务的使用。 （原标题：北京利尔(002392.SZ)与商汤科技、曦望达成战略合作协议） 据悉，本次合作将有助于公司开拓布局工业制造与决策AI垂直模型开发和应用的相关业务。 智通财经APP讯，北京利尔(002392.SZ)公告，公司(乙方)与商汤科技(甲方)、杭州曦望芯科智能科技有 限公司("曦望"、丙方)签署《战略合作协议书》，拟共同研究和探索在AI算力合作、工业制造与决策AI 垂直模型的开发和应用以及相关智能体开发和推广等方面的战略合作。 ...

Core Insights - The strategic partnership between Youzu Interactive and Sunrise aims to build an AI computing foundation to promote the intelligent upgrade of the gaming industry [2] - The collaboration will focus on integrating AI computing infrastructure with core gaming development scenarios, utilizing customized GPU computing cards and distributed architecture [2] - This partnership is a significant step towards the innovative integration of "AI + gaming," driving technological advancement and paradigm shifts in the gaming industry [2] Company Overview - Youzu Interactive operates in multiple sectors including game development, publishing, artificial intelligence, and IP management, with users across over 200 countries and regions [3] - The company has established an "AI Innovation Institute" and collaborates with notable firms like Volcano Engine and Inspur to expand AI technology applications in interactive entertainment [3] Sunrise Overview - Sunrise, previously the chip division of SenseTime, became an independent full-stack AI computing chip company by the end of 2024, focusing on high-performance GPU and multi-modal scene inference chip development [3] - The core technical team consists of approximately 150 members, primarily from AMD, Baidu, Alibaba, and SenseTime, achieving significant results in chip development with successful tape-outs of two generations of chips [3] - Sunrise's product line includes the S1, S2, and S3 GPUs, each targeting different application scenarios [3]

Core Insights - Xu Bing, co-founder of SenseTime, has established a new GPU chip company named Xiwang, marking a strategic shift for SenseTime as it focuses on AI chip development [2][3] - Xiwang aims to serve as the computational foundation within the SenseTime ecosystem, emphasizing the importance of self-sufficient computing power in the era of AGI [2][12] - The company has secured nearly 1 billion yuan in its first round of financing, with notable investors including SANY Group and other established firms [2][11] Company Strategy - The establishment of Xiwang is part of SenseTime's "1+X" strategy, which involves restructuring to create independent entities focused on various emerging business areas [9][10] - SenseTime's AI chip development has a long history, with efforts dating back to 2018 aimed at reducing reliance on foreign chip manufacturers [6][12] - The new structure allows for more agile decision-making and financing opportunities for the independent entities within the ecosystem [9][10] Leadership and Team - Xu Bing has transitioned from his role at SenseTime to lead Xiwang as its chairman, focusing on strategic development and company culture [3][8] - The core team from SenseTime's chip division has been integrated into Xiwang, ensuring continuity and expertise in chip development [8][12] Market Context - The Chinese GPU market is characterized by high costs and challenges in profitability, yet interest in AI chip development remains strong [2][12] - The domestic AI chip market is expected to grow significantly, with projections indicating a 30% penetration rate for local brands by 2024 [20] Technological Development - Xiwang has achieved 100% independent intellectual property rights in its GPGPU technology, which includes the entire stack from instruction set definition to compiler toolchain [20] - SenseTime has developed several AI chips, including the S1 and S2, with the S3 chip expected to significantly reduce inference costs [16][20]

Core Insights - Sunrise, a domestic AI chipmaker spun off from SenseTime, has raised nearly $139 million in a Pre-A funding round as China focuses on localizing high-performance GPU supply chains [2][3] Company Overview - Sunrise was established at the end of 2024 and has quickly become a full-stack developer of high-performance GPUs and multimodal inference chips [4] - The company is led by Chairman Xu Bing, co-founders Wang Zhan and Wang Yong, who have extensive backgrounds in tech companies like Baidu and AMD [4][5] Funding and Investment - The recent funding round was supported by a consortium of investors including Huaxu Fund, 4Paradigm, and others, aimed at accelerating R&D and expanding market operations [3] - Sunrise's funding success indicates a growing investor interest in domestic GPU companies amid geopolitical and supply chain challenges [12] Product Development - Sunrise's product roadmap includes the S1 vision inference chip for cloud-edge video analysis, with over 20,000 units shipped, and the S2 general-purpose GPU, which has entered mass production [6][7] - The upcoming S3 chip, expected in 2026, aims to reduce inference costs by up to 90% [7] Financial Performance - Despite the funding, Sunrise has not yet reached profitability, reporting revenue of $33,520 in 2024 and a net loss of $26.47 million [11] - As of March, total assets were reported at $13.13 million, with net assets of $11.72 million [11] Strategic Positioning - Sunrise is positioned as the flagship of SenseTime's chip ambitions following a reorganization under a "1+X" strategy, which focuses on generative AI while spinning off other units [9] - The company's broader strategy includes hardware accelerators, large model servers, and compute clusters, targeting sectors like intelligent computing, financial services, and smart manufacturing [8]

Core Insights - The article highlights the recent trends in financing events within various industries, indicating a total of 108 financing events this week, with a total amount of approximately 11.37 billion RMB, marking an increase from the previous week [4][12]. Financing Overview - This week, there were 108 financing events (excluding mergers and acquisitions), an increase of 4 from last week, with a total financing amount of approximately 11.37 billion RMB, up by 4.64 billion RMB [4]. - Among these, 28 events had financing amounts of 100 million RMB or more, an increase of 6 from last week [4]. - There were 32 public exit cases this week, a decrease of 4 from last week [4]. Financing Amount Distribution - The distribution of disclosed financing events shows 70 events, with amounts ranging as follows: - 5 events below 5 million RMB - 22 events between 5 million and 10 million RMB - 13 events between 10 million and 50 million RMB - 18 events between 50 million and 100 million RMB - 9 events between 100 million and 500 million RMB - 2 events between 500 million and 1 billion RMB - 1 event over 1 billion RMB [5]. Notable Investment Events 1. **Photovoltaic Materials**: Tongwei Co., Ltd. announced that its wholly-owned subsidiary, Yongxiang Co., completed a strategic financing round of approximately 4.916 billion RMB, with funds primarily used for repaying financial institution debts and supplementing working capital [7]. 2. **AI Large Models**: Zhizhu completed a strategic financing round of 1 billion RMB, aimed at building an open platform for model-as-a-service (MaaS) and enhancing AI infrastructure in Shanghai [8]. 3. **AI Chips**: Zhenliang Intelligent announced nearly 1 billion RMB in strategic financing, focusing on high-performance GPU development [9]. 4. **Autonomous Driving Software**: Tiantong Vision completed a D round financing of 500 million RMB, aimed at promoting Robotaxi deployment nationwide [9]. Industry Distribution - The financing events this week spanned 13 industries, with the top five being: - Information Technology: 26 events - Electronics: 25 events - Equipment Manufacturing: 14 events - Healthcare: 10 events - Materials: 9 events [12]. - In terms of financing amount, the top five industries were: - Materials: 49.16 billion RMB (due to Yongxiang's large financing) - Electronics - Information Technology - Equipment Manufacturing - Automotive [14]. Regional Distribution - The top five regions for financing events were: - Guangdong: 17 events - Jiangsu: 17 events - Zhejiang: 16 events - Shanghai: 13 events - Beijing: 13 events - These regions accounted for 70.37% of all financing events [19][20]. Financing Round Distribution - The distribution of financing rounds showed that seed and angel rounds accounted for 59 events, while strategic financing ranked third with 21 events. Early-stage financing (A round and earlier) accounted for 58.33% of the total events [23]. Investment Institutions - A total of 97 investment institutions participated this week, with notable activity from Beijing Guoguan and Jinpu Investment [26].