树图链性能超过比特币的428倍，以太坊的75倍。 | 作者 | | 小鑫 | | --- | --- | --- | | 编辑 | | 小白 | 树图链（Conflux）是中国自主研发的高性能公链系统，在国际竞争中处于第一梯队。树图公链3.0即 将上线，交易处理能力将提升至15000TPS，并原生支持AI智能体链上调用。 BSIM卡技术 数字身份认证 硬件级安全 7月21日涨停 稳定币支付 FUT FOR THE 技术供应商 树图链(Conflux)是中国自主研发的高性能公链系 统,在国际竞争中处于第一梯队。树图公链3.0即将 上线,交易处理能力将提升至15000TPS,并原生 支持Al智能体链上调用。 硬件入口 (Web3.0安全入口) 东信和評 002017.SZ 全球领先的BSIM卡技术供应商,与树图链、中 国电信联合研发区块链手机SIM卡,通过物理级 安全防护解决数字身份认证和用户私钥管理难 题。 中国电信联合树图链推出的BSIM卡基于新恒汇 eSIM物理架构升级存储与加密模块，复用原有 SM-DP+系统推送区块链配置。 eSIM技术 物理架构 加密模块 数字资产 (NFT与RWA) 风情坑 6034 ...

本报讯 （记者金婉霞）7月18日至7月20日，上海树图区块链研究院（以下简称"Conflux"）技术与生态 发展大会在上海举行。来自中国、美国、加拿大的众多专家学者围绕"技术铸信任 开放拥世界"这一主 题，探讨了区块链和下一代互联网Web3的技术发展和应用趋势。 近年来，稳定币、现实世界资产等依托区块链技术的新生事物引起了全球关注。Conflux打造了一个由 中国科研团队发明的、基于高性能共识算法的公链系统，即Conflux树图公链。据介绍，Conflux树图公 链已在上海实现了测试网上线、主网上线，目前主网已稳定运行近5年。 会上，上海树图区块链研究院CTO杨光博士进一步介绍，Conflux树图公链将进一步迭代，3.0版本的 Conflux树图公链将在今年8月份正式上线。迭代后，Conflux树图公链将通过全新的存储架构和进一步 优化的执行模块，把交易吞吐量提升至15000TPS（每秒交易处理量）并原生支持人工智能Agent（智能 体）的链上调用、赋能跨境支付和RWA资产批量结算，打造面向Web3的"数字高速公路"。"通过内外兼 修、全面升级，树图公链3.0将以更成熟的系统迎接即将到来的生态爆发。"杨光称， ...

楚天龙：规划为合作银行提供稳定币与SIM卡结合的跨境结算方案 智通财经7月21日电，楚天龙(003040.SZ)举行投资者线上交流会。有机构投资者提问：公司今年上半年 在数币业务方面有哪些进展？楚天龙回复，一是公司与数币相关的系统开发业务增长较快，部分系统平 台已交付某银行运行；二是公司继续巩固在数币硬钱包、发行与受理终端等优势领域的市场地位；三是 与优秀合作伙伴共同推进数字人民币跨境支付领域的合作。此外，公司把握香港虚拟资产交易合法化等 带来的行业机遇，规划为运营商搭建eSIM管理平台、为合作银行提供稳定币与SIM卡结合的跨境结算方 案。截至目前，公司数币业务收入较往年有一定增长，但占公司营收比例较低。 ...

楚天龙 20250721 Q&A 近年来科技行业的表现如何？未来三年在 A 股市场的科技风格是否会持续？ 近年来，科技行业经历了显著的变革和发展。13~15 年间，TMT 板块表现突 出，许多股票估值达到 30 倍以上。16~18 年，以茅台为代表的核心资产表现 优异；19~21 年，以宁德时代为代表的新能源板块表现强劲；22~24 年则是 高股息风格占据主导地位。当前，我们看到整个通信链、计算机、传媒等板块 整体表现较好，但普遍估值偏低。例如，中兴通讯、旭创新和立讯精密等公司 的市盈率均在十多倍左右，相较于 13~15 年的高估值难以想象。 此外，自 2023 年以来，AI 技术引领了一次重大产业变革，这次变革得到了比尔盖茨、 扎克伯格和马斯克等巨头的一致认可。Meta 公司改名为 Meta 也是因为扎克伯 格对元宇宙的高度认可，但现在 AI 被认为是最重要的战略。这次变革具有高度 确定性，需要坚定信心才能在底部抄底，因为 A 股市场毕竟是一个存量博弈市 场。 从行业比较优势来看，当前科技行业企业的业绩、景气度和订单情况要比 楚天龙公司下半年最有希望扭亏为盈的业务板块是社保和通信领域，社 保领域市占率名列前 ...

Core Viewpoint - The article outlines the historical evolution and significant milestones of Changjiang Electronics Technology Co., Ltd. (长电科技), emphasizing its transformation from a small factory in 1972 to a leading player in the global semiconductor packaging and testing (OSAT) industry, with projected revenues exceeding 35 billion yuan in 2024, marking its entry into the top three globally [1]. Group 1: Historical Context - The establishment of Jiangyin Transistor Factory in 1972 coincided with the early stages of China's semiconductor industry under a planned economy, highlighting the challenges faced during this period [3]. - The factory's initial struggles included a near bankruptcy due to competition from foreign firms, but it achieved a breakthrough in 1984 by contributing to the successful launch of China's synchronous communication satellite [4]. - The leadership of Wang Xinchao was pivotal in improving production quality and transitioning the company towards integrated circuit manufacturing, marking a significant shift in its operational strategy [7]. Group 2: Strategic Developments - In 1994, Changjiang Electronics officially launched its packaging and testing business, positioning itself strategically within the semiconductor supply chain [7]. - The company underwent modernization and capital restructuring in the early 2000s, leading to its listing on the Shanghai Stock Exchange in 2003, which facilitated further investments in advanced packaging technologies [9]. - The acquisition of STATS ChipPAC in 2015 marked a significant milestone, enhancing Changjiang's capabilities in advanced packaging and expanding its international presence [16][20]. Group 3: Industry Position and Market Dynamics - Changjiang Electronics has established itself as a key player in the global semiconductor packaging market, competing with major firms like ASE and Amkor, and holding over 10% market share [23]. - The article notes the ongoing transformation in the semiconductor packaging industry, driven by advancements in technology and increasing demand for high-performance packaging solutions, particularly in the context of AI and IoT applications [26][28]. - The advanced packaging market is projected to grow significantly, with expectations of reaching $80 billion by 2029, driven by innovations in 2.5/3D packaging technologies [24][26]. Group 4: Future Outlook - The company is expected to achieve revenues of nearly 36 billion yuan in 2024, with advanced packaging accounting for over 70% of its business, indicating a strong focus on high-value markets [33]. - Despite facing challenges during industry downturns, the company's strategic emphasis on advanced packaging and its ability to adapt to market changes position it favorably for future growth [34].

公众号记得加星标⭐️，第一时间看推送不会错过。 来源：内 容 编译自 semiengineering 。 先进封装正在成为高端手机市场的关键差异化因素，与片上系统相比，它能够实现更高的性能、更大的灵活性和更快的上 市时间。 单片SoC凭借其外形尺寸、成熟的经验和较低的成本，很可能仍将是中低端移动设备的首选技术。但多芯片组件提供了更 大的灵活性，这对于AI推理以及跟上AI模型和通信标准的快速变化至关重要。最终，OEM厂商和芯片制造商必须确定如 何在设计周期内适应变化，以及瞄准哪些细分市场。 新思科技移动、汽车和消费 IP 产品管理执行总监兼MIPI 联盟主席 Hezi Saar 表示："不受手机制造商束缚的 SoC 供应商 必须追求具有 AI 功能的物联网 SoC 低端功能，而这款产品肯定是单片的。如果他们需要进军移动领域的中端市场，那么 其功能将比物联网更高。它也可能是单片 [SoC]，并可能通过多芯片技术进行扩展。当你走向高端时，很明显你不能只采 用单片技术。你需要具备制造多芯片的能力，以适应即将发生的变化和快速的上市时间，因为这才是他们真正赚钱的地 方。" 多芯片组件还能实现计算单元的更大多样性，包括 C ...

Group 1 - The China Telecom Theme Index (931235) has seen a strong increase of 2.01%, with constituent stocks such as Tianfu Communication (300394) rising by 13.03%, Ruijie Network (301165) by 8.64%, and Zhaolong Interconnect (300913) by 8.47% [1] - China Unicom, in collaboration with ZTE, has launched a cloud computer PAD product based on eSIM technology, indicating a revival of eSIM services among telecom operators [1] - eSIM technology, which allows for embedded SIM cards that can be updated wirelessly, is being increasingly adopted in the IoT and smart wearable sectors, although mobile eSIM services are not yet being expanded [1] Group 2 - Huatai Securities projects a 4% year-on-year growth in net profit attributable to shareholders for telecom operators in Q2 2025, reflecting a steady growth trend [2] - From January to May 2025, domestic telecom business revenue reached 748.8 billion yuan, showing a year-on-year increase of 1.4%, indicating signs of demand recovery [2] - The telecom ETF closely tracks the China Telecom Theme Index, which includes 50 listed companies involved in telecom services, value-added services, communication equipment, and data centers [2] Group 3 - As of June 30, 2025, the top ten weighted stocks in the China Telecom Theme Index account for 77.54% of the index, including major players like China Unicom (600050), China Mobile (600941), and China Telecom (601728) [3]

合肥是中国最早系统布局量子科技研发及产业化的城市之一。目前，合肥已培育集聚企业91家，居中国 首位；拥有省级以上研发平台24个，量子信息产业相关专利数量超2000件。 来源：中国新闻网 中新社合肥7月5日电 题：量子科技飞入寻常百姓家 合肥欲打造百亿级量子产业集群 中新社记者 张强 贾亦夫 建成运行全球规模最大、覆盖最广、应用最多的量子保密通信城域网；推出全球首个运营商级量子加密 办公应用量子密信，服务用户超500万；成功交付504比特超导量子计算芯片"骁鸿"…… 作为新质生产力和未来产业的重要组成部分，中国量子科技近年来发展突飞猛进，成为新一轮科技革命 和产业变革的前沿领域。 中电信量子信息科技集团有限公司工作人员正在调测天衍504量子计算机。(资料图，中电信量子信息科 技集团有限公司供图) 据中电信量子集团董事长吕品介绍，目前中电信量子集团围绕产业、科技、人才、生态开展布局，开 展"量子+"行动，推出的量子科技产品已有30多项，应用范围涵盖政务、应急、工业、金融等10多个重 点领域。 其中，量子密话密信用户规模将近600万，服务单位超3000家，量子科技正飞入寻常百姓家；"天衍"量 子计算云平台目前平台访 ...

Group 1: eSIM Market Overview - The eSIM business in China is expected to fully restart after years of dormancy, with Huawei's Mate XTs and Apple's iPhone 17 Air competing for the first commercial launch of eSIM phones in the domestic market [1][2] - eSIM technology has been commercially deployed in various countries and regions globally, with a mature industrial ecosystem, while in China, it faced a pause in 2023 due to "business maintenance upgrades" [1][2] Group 2: Evolution of SIM Technology - The evolution of SIM cards has seen a transition from large physical cards to smaller Nano SIM cards, and now to embedded SIM (eSIM) technology, which offers significant space savings and better performance for modern devices [3][5] - eSIM technology allows for remote configuration and management, making it suitable for a variety of devices, including smart glasses and rings, which require compact designs [5][20] Group 3: Benefits of eSIM - eSIM provides advantages for both terminal manufacturers and telecom operators, enabling easier user acquisition and reducing logistics costs associated with physical SIM cards [6][7] - The technology enhances user convenience, particularly for travelers who can switch networks without changing physical SIM cards, thus saving time and costs [7][10] Group 4: Global and Domestic eSIM Landscape - The number of countries offering eSIM services has increased significantly, from 24 in 2018 to an expected 123 by mid-2024, with the number of operators providing eSIM services growing from 45 to 441 in the same period [7][10] - Major international players in the eSIM ecosystem include NXP, STMicroelectronics, Infineon, and telecom operators like Vodafone and AT&T, while China has developed a complete eSIM industrial chain but faced challenges in commercial deployment [14][15] Group 5: Future Opportunities and Challenges - The rise of AI is expected to drive the demand for eSIM technology, as AI-enabled devices require smaller, more efficient connectivity solutions [18][20] - eSIM is seen as a foundational technology for secure connections in various devices, but it faces challenges related to policy and technology, including the need for support in satellite communication and integration of multiple applications [21][22]

Group 1 - The core viewpoint of the articles highlights the significant advancements and applications of quantum technology in Hefei, particularly through the efforts of China Telecom Quantum Group, which has developed quantum encryption communication technology that has attracted nearly 6 million users [2][3] - Hefei is recognized as a major hub for quantum technology innovation in China, hosting about one-third of the country's quantum technology enterprises, and is actively transforming cutting-edge technology into a driving force for future industrial development [2][3] - The local government has established a dedicated team to support the quantum industry, facilitating collaboration between academia, research institutions, and enterprises to promote the integration of research and application [3][4] Group 2 - The successful commercialization of quantum technology relies on deep integration of research, industry, and application, with Hefei's government implementing policies to encourage this collaboration, including funding support for projects up to 10 million yuan [3][4] - The development of quantum technology products, such as long-distance single-photon imaging radar systems, has significantly accelerated, with timeframes for commercialization reduced from over 10 years to 3-5 years [4][6] - Initial funding is crucial for startups in the quantum industry, as demonstrated by the case of Yaozheng Quantum Technology Co., which received 30 million yuan in investment to support its development [5][6] Group 3 - Application scenarios are essential for the growth of the quantum industry, exemplified by the establishment of the first quantum application demonstration substation in Anhui, which integrates quantum measurement, communication, and computing [7] - Hefei has developed a complete ecosystem for the quantum industry, with nearly 90 upstream and downstream enterprises, making it a leader in the national quantum industry landscape [7][8] - The local government supports the quantum industry through various initiatives, including recognition programs for new technologies and products, which facilitate the practical application of quantum innovations [7]