（文章来源：每日经济新闻） 每经AI快讯，芯片概念走强，龙芯中科"20cm"涨停，海光信息涨逾13%创新高，通富微电、景嘉微涨逾 5%。 ...

南方财经1月21日电，早盘算力芯片概念走强，龙芯中科、中国长城涨停，海光信息、澜起科技、国芯 科技、芯原股份、东芯股份跟涨。消息面上，国联民生研报称，在进行Agent相关的强化学习的时候， 需要海量的CPU来构建各种工具和environment。因此，CPU往往比GPU更早成为瓶颈，其效能直接影响 GPU利用率、policylag、训练稳定性以及RL的整体收敛速度。 ...

Group 1 - Intel and AMD plan to increase server CPU prices by 10%-15% to address supply-demand imbalance and ensure stable future supply [2][3] - Global server shipments are expected to achieve over 9% year-on-year growth due to data center architecture upgrades and replacement of existing server CPUs [3] - The demand for server CPUs is increasing due to the ongoing evolution of generative AI, which is driving up procurement budgets for AI servers and affecting general server purchases [3][4] Group 2 - Cloud vendors are expected to expand capital expenditures to meet the increasing demand for AI inference capabilities, with global AI server shipments projected to grow over 20% year-on-year by 2026 [4] - Domestic next-generation server CPUs, such as Haiguang's Haiguang 4, Loongson's 3C6000, and China Great Wall's Feiteng S2500, are accelerating deployment in various sectors, improving stability and compatibility [5] - The demand for server CPUs is anticipated to continue growing due to data center architecture upgrades and increasing AI inference computing needs, with domestic CPUs expected to gain market share driven by performance improvements and policy support [6]

Group 1 - On January 19, a total of 14 companies were investigated by institutions, with 8 companies being surveyed by funds [1] - Shu Dao Equipment received the most attention, with 4 funds participating in the survey, while Mingyang Electric and Ruipu Biotech had 3 and 2 funds respectively [1] - Among the surveyed companies, there is 1 company from the main board, 6 from the ChiNext board, and 1 from the Sci-Tech Innovation board [1] Group 2 - The total market capitalization of the surveyed A-share companies includes 1 company with a market cap over 50 billion yuan and 5 companies with a market cap below 10 billion yuan, including Tianlu Technology and Shu Dao Equipment [1] - In terms of market performance, 6 of the surveyed stocks increased in the past 5 days, with the highest gains seen in Shiji Information (21.98%), Tianlu Technology (11.08%), and Mingyang Electric (6.95%) [1] - Conversely, 2 stocks experienced declines, with Longxin Technology and Shu Dao Equipment showing the largest drops of 9.72% and 4.68% respectively [1]

Group 1 - The A-share market showed mixed performance on January 20, with the Shanghai Composite Index rising by 0.09%, driven by gains in real estate, building materials, and construction decoration sectors, while the comprehensive and communication sectors experienced declines [1] - The chip technology stocks performed strongly, with the chip ETF (159995.SZ) increasing by 1.16% as of 9:45 AM, and notable individual stock performances included Beijing Junzheng up by 6.08%, Longxin Zhongke up by 5.85%, and Lanke Technology up by 4.03% [1] Group 2 - The demand for AI chips and storage chips remains high, leading overseas storage manufacturers to allocate resources towards advanced packaging (such as HBM), which may tighten the testing capacity for standard storage chips [3] - Rising prices of raw materials such as gold, silver, and copper have significantly increased packaging costs, potentially leading to price hikes across the testing industry [3] - According to Open Source Securities, in a high-demand environment, testing companies may pass on cost pressures through price adjustments and improve profitability, while also optimizing product structures to focus on higher-margin businesses [3] - The chip ETF (159995) tracks the National Chip Index, comprising 30 leading companies in the A-share chip industry across materials, equipment, design, manufacturing, packaging, and testing, including SMIC, Cambricon, Changdian Technology, and Northern Huachuang [3]

Group 1 - The core point of the news is that Longxin Technology Co., Ltd. experienced a decline in stock price and significant changes in shareholder structure, while also reporting mixed financial results for the year [1][2]. Group 2 - As of January 19, Longxin's stock price decreased by 2.01% to 142.13 CNY per share, with a total market capitalization of 56.994 billion CNY [1]. - The company saw a net outflow of 27.6364 million CNY in principal funds, with large orders showing a buy of 118 million CNY and a sell of 138 million CNY [1]. - Year-to-date, Longxin's stock price has increased by 7.58%, but it has dropped by 12.54% over the last five trading days [1]. - Longxin's main business revenue composition includes 47.09% from information technology chips, 35.82% from industrial control chips, and 17.09% from solutions [1]. - As of September 30, the number of Longxin's shareholders increased by 25.97% to 28,200, while the average circulating shares per person decreased by 20.62% [2]. - For the period from January to September 2025, Longxin reported operating revenue of 351 million CNY, a year-on-year increase of 13.94%, but a net profit loss of 394 million CNY, a decrease of 14.89% year-on-year [2]. - The top ten circulating shareholders include Hong Kong Central Clearing Limited as a new shareholder, holding 6.2578 million shares [2].

Investment Rating - The report maintains a "Recommended" rating for the computer industry [4] Core Insights - A new growth trend driven by the AI technology revolution is emerging, with significant development opportunities in areas such as domestic computing power, AI applications, commercial aerospace, and embodied intelligence [3][12] - The demand for domestic AI computing power remains a key focus, with specific companies recommended for attention, including Cambrian, Haiguang Information, Inspur Information, China Great Wall, and Loongson Technology [3][12] - The report highlights expected revenue or profit growth rates for key companies in 2025, with some companies projected to achieve over 30% year-on-year growth in net profit, such as Zhuoyi Information (yoy +150%) and Zhongke Information (yoy +40%) [12][13] Summary by Sections Weekly Market Review - During the week of January 12-16, the CSI 300 index fell by 0.57%, while the small and medium-sized board index rose by 1.55%, and the ChiNext index increased by 1.00%. The computer sector (CITIC) saw a rise of 4.31% [22] - The top five gainers in the sector included Shiji Information (+28.69%), Guangyun Technology (+28.43%), and Wanxing Technology (+19.64) [22][28] - The top five decliners were Aerospace Changfeng (-21.02%), Aerospace Information (-14.46%), and Haixia Innovation (-13.40%) [22][28] Industry News - The U.S. Department of Commerce has relaxed export restrictions on Nvidia's H200 chips to China, shifting to a case-by-case review mechanism, which marks a significant policy change [16] - Alibaba's Qianwen app has launched a "Task Assistant" feature, enabling AI agents to manage daily tasks across various services [17] - Zhiyuan AI has partnered with Huawei to open-source the GLM-Image model, marking a significant step in the domestic computing power ecosystem [15] Company News - Hanbang High-Tech is progressing with a major asset restructuring plan, intending to acquire a 51% stake in Anhui Yilu Micro-Travel Technology [18] - The report notes various shareholder actions, including share reduction plans by major stakeholders in companies like Anheng Information and Bosi Software, which are not expected to impact company governance [19][20]

每经头条（nbdtoutiao）——白银50天涨逾80%，疯狂程度远超黄金，历史上爆炒白银往往预示贵金属 牛市已到高潮，这次有何不同？ （记者 曾健辉） 每经AI快讯，龙芯中科1月16日晚间发布公告称，近日，公司收到了北工投资出具的告知函，北工投资 减持约106万股，占公司总股本的比例为0.26%。本次减持计划实施完毕。 ...

本次减持计划实施前，龙芯中科技术股份有限公司（以下简称"公司"）股 东北京工业发展投资管理有限公司（以下简称"北工投资"）持有公司股份 22,242,092 股，占上市公司总股本比例为 5.55%。上述股份来源均为公司 IPO 前取得的股份，均已于 2023 年 6 月 26 日起解除限售并上市流通。 证券代码：688047 证券简称：龙芯中科 公告编号：2026-004 龙芯中科技术股份有限公司 股东减持股份结果公告 本公司董事会、全体董事及相关股东保证本公告内容不存在任何虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律 责任。 重要内容提示： 股东持股的基本情况 减持计划的实施结果情况 2025 年 12 月 20 日，公司于上海证券交易所网站（www.sse.com.cn）披露 了《龙芯中科股东减持股份计划公告》（2025-044），北工投资计划通过集中竞 价的方式减持其持有的公司部分股份，减持数量合计不超过 1,061,780 股，占公 司总股本的比例不超过 0.26%。 近日，公司收到了北工投资出具的告知函，北工投资减持 1,061,780 股，占 公司总股本的比例 ...

Core Viewpoint - Longxin Zhongke announced that its shareholder, Beigong Investment, previously disclosed a reduction plan, intending to reduce no more than 1.0618 million shares, accounting for no more than 0.26% of the total share capital [1] Summary by Sections - **Reduction Plan Details** - Beigong Investment completed its reduction plan from January 14 to 16, 2026, selling 1.0618 million shares at a price range of 146.08 to 172.48 yuan per share, with a total reduction amount of 165 million yuan [1] - **Post-Reduction Shareholding** - After the reduction, Beigong Investment holds 21.1803 million shares, reducing its shareholding percentage to 5.28% of the total share capital [1]