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龙芯中科:股东鼎晖祁贤及鼎晖华蕴合计减持609,162股
Xin Lang Cai Jing· 2025-12-30 09:58
龙芯中科公告称,股东鼎晖祁贤与鼎晖华蕴为一致行动人,本次减持计划实施前,二者合计持股 12,760,685股,占总股本3.18%。2025年12月20日,二者披露减持计划,拟合计减持不超609,162股,占 比0.15%。近日,二者通过集中竞价交易合计减持609,162股,占比0.15%,减持时间为2025年12月25日 至29日,减持总金额分别为4750.58万元、3505.75万元,已完成减持计划。 ...
公司问答丨龙芯中科:量子芯片目前多聚焦于专用场景试点应用 尚未实现大规模商业化
Ge Long Hui A P P· 2025-12-26 08:29
Core Viewpoint - Longxin Technology has its own independent instruction set and architecture, which may provide a potential advantage in developing quantum chips, although quantum chips are currently focused on specialized application scenarios and have not yet achieved large-scale commercialization [1] Group 1 - Longxin Technology responded to an investor inquiry regarding its potential advantages in quantum chip development based on its independent architecture [1] - The current state of quantum chips is that they are primarily concentrated on pilot applications in specialized scenarios, with no widespread application in general-purpose CPU fields [1]
龙芯中科:量子芯片目前多聚焦于专用场景试点应用
Zheng Quan Ri Bao Wang· 2025-12-25 12:16
Core Viewpoint - Longxin Zhongke indicates that quantum chips are currently focused on specialized scenarios and pilot applications, and have not yet achieved large-scale commercialization or widespread application in general CPU fields [1] Group 1 - Longxin Zhongke's response highlights the current limitations of quantum chip technology in terms of commercial viability [1] - The company emphasizes that quantum chips are primarily being tested in specific use cases rather than being deployed broadly [1] - There is a clear distinction made between specialized applications and general CPU usage, indicating a gap in the technology's current capabilities [1]
AI芯片海外限制缓解利好算力基础设施建设 国信证券建议关注联想(00992)、工业富联(601138.SH)等
Zhi Tong Cai Jing· 2025-12-25 02:24
Group 1 - The overall high-end AI chip market in China is expected to grow by over 60% by 2026, with local AI chip manufacturers aiming for a market share of around 50% [1] - Nvidia's H200 chip, which has significantly improved performance compared to the H20, is anticipated to attract terminal customers, potentially maintaining a market share of about 30% if successfully sold in China [1] - Nvidia plans to deliver between 5,000 to 10,000 H200 chip modules to Chinese customers by mid-February next year, translating to approximately 40,000 to 80,000 H200 chips [1] Group 2 - Guosen Securities believes that the development of domestic AI chips and the easing of overseas restrictions will benefit the construction of domestic computing infrastructure, with related companies expected to gain significantly [2] - Companies to watch include Industrial Fulian (601138.SH), Huqin Technology (603296.SH), Hushan Electronics (002463.SZ), Loongson Technology (688047.SH), Lenovo Group (00992), Luxshare Precision (002475.SZ), and Amlogic (688099.SH) [2]
AI芯片海外限制缓解利好算力基础设施建设 国信证券建议关注联想、工业富联等
Ge Long Hui· 2025-12-25 02:08
Group 1 - The overall high-end AI chip market in China is expected to grow by over 60% by 2026, with local AI chip manufacturers aiming for a market share of around 50% [1] - Nvidia's H200 chip, which significantly outperforms the H20, is expected to attract terminal customers, potentially maintaining a market share of about 30% if successfully sold in China [1] Group 2 - Nvidia plans to deliver its second-ranking AI chip, the H200, to Chinese customers by mid-February next year, with an estimated shipment of 5,000 to 10,000 chip modules, equivalent to approximately 40,000 to 80,000 H200 chips [2] - The U.S. government has initiated a review process for export licenses related to the H200 chip to China, fulfilling its commitment to allow sales of this type of chip [2] - Guosen Securities believes that the development of domestic AI chips and the easing of overseas restrictions will benefit the domestic computing infrastructure, with companies such as Industrial Fulian, Huqin Technology, and Lenovo Group expected to gain from this trend [2]
龙芯中科:9A1000显示功能大致相当于AMD的RX550
Di Yi Cai Jing· 2025-12-22 08:30
Core Viewpoint - Longxin Zhongke has released an investor relations activity record, highlighting the capabilities of its first GPGPU product, the 9A1000, which is comparable to AMD's RX550 and boasts tens of teraflops of computing power, aiming for a high cost-performance ratio in entry-level discrete graphics cards [2] Group 1 - The 9A1000 GPGPU product is designed to complement Longxin CPUs, enhancing system compatibility and performance [2] - The company is working on developing Windows drivers for the 9A1000 to ensure compatibility with Windows computers [2] - The 9A1000 has already been delivered for tape-out, with future development plans for the 9A2000 and 9A3000 products [2]
龙芯中科技术股份有限公司股东减持股份计划公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:688047 证券简称:龙芯中科 公告编号:2025-044 龙芯中科技术股份有限公司股东减持股份计划公告 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 截至本公告披露日,本次拟减持龙芯中科技术股份有限公司(以下简称"公司")股份的股东及其一致行 动人的持股情况如下: 1、林芝鼎孚创业投资管理有限公司-宁波中科百孚创业投资基金合伙企业(有限合伙)(以下简称"中 科百孚")持有公司股份24,118,940股,占公司总股本比例为6.01%。 2、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%。 3、利河伯资本管理(横琴)有限公司-横琴利禾博股权投资基金(有限合伙)(以下简称"横琴利禾 博")持有公司股份15,540,878股,占公司总股本比例为3.88%。 4、上海鼎晖百孚投资管理有限公司-宁波鼎晖祁贤股权投资合伙企业(有限合伙)(以下简称" ...
12月19日增减持汇总
Xin Lang Cai Jing· 2025-12-19 13:29
Core Viewpoint - On December 19, a total of 13 A-share listed companies disclosed plans for share reductions, with no companies announcing share increases on the same day [1] Group 1: Companies and Their Reduction Plans - Longxin Zhongke: Multiple shareholders plan to reduce their holdings by no more than 0.89% [2] - Yiwei Communication: Actual controller Li Yuelun intends to reduce holdings by no more than 1.49% [2] - Huashu Media: Shareholder Xihu Electronics Group plans to reduce holdings by no more than 1% [2] - Huaying Technology: Shareholder China Display Technology (Baimu Da) will passively reduce holdings by no more than 0.36% [2] - Dingxin Communication: Shareholder Wang Tianyu plans to reduce holdings by no more than 3% [2] - Baili Technology: Directors and executives intend to reduce holdings by no more than 0.0186% [2] - Suzhou Tianmai: Shareholder plans to reduce holdings by no more than 1.99% [2] - Yongfu Co.: Controlling shareholder plans to reduce holdings by no more than 3% [2] - Tongyi Co.: Controlling shareholder, directors, and senior management are reducing shares [2] - Aikedi: Shareholder Hong Kong Lingtai and its concerted parties plan to reduce holdings by no more than 3% [2] - Yuanwang Valley: Shareholder Xu Yusuo intends to reduce holdings by no more than 3% [2] - Nengzhun: Shareholder Aopeng Partnership plans to reduce holdings by no more than 1% [2] - Juguang Technology: Shareholder plans to reduce holdings by no more than 1.46% [2]
12月19日增减持汇总:龙芯中科等13家公司拟减持 无A股增持(表)
Xin Lang Cai Jing· 2025-12-19 13:17
Core Viewpoint - On December 19, 13 A-share listed companies disclosed plans for share reductions, with no companies announcing share increases on the same day [1][3]. Summary by Category Share Reduction Plans - Longxin Zhongke: Multiple shareholders plan to reduce their holdings by no more than 0.89% [2][4] - Sanwei Communication: Actual controller Li Yuelun plans to reduce holdings by no more than 1.49% [2][4] - Huashu Media: Shareholder Xihubei Electronics Group plans to reduce holdings by no more than 1% [2][4] - Huaying Technology: Shareholder China Display (Bermuda) plans to reduce holdings by no more than 0.36% [2][4] - Dingxin Communication: Shareholder Shitianyu plans to reduce holdings by no more than 3% [2][4] - Baili Technology: Directors and executives plan to reduce holdings by no more than 0.0186% [2][4] - Suzhou Tianmai: Shareholders plan to reduce holdings by no more than 1.99% [2][4] - Yongfu Co.: Controlling shareholder plans to reduce holdings by no more than 3% [2][4] - Tongyi Co.: Controlling shareholders, directors, and senior management are reducing holdings [2][4] - Aikedi: Shareholder Hong Kong Lingtai and its concerted parties plan to reduce holdings by no more than 3% [2][4] - Yuanwanggu: Shareholder Xu Yusuo plans to reduce holdings by no more than 3% [2][4] - Yinuosi: Shareholder Aopeng Partnership plans to reduce holdings by no more than 1% [2][4] - Juguang Technology: Shareholders plan to reduce holdings by no more than 1.46% [2][4]
突发!300亿锂电池概念股签订20万吨锂盐销售合同
Xin Lang Cai Jing· 2025-12-19 13:07
登录新浪财经APP 搜索【信披】查看更多考评等级 | | | 12月19日重要公告摘要 | | --- | --- | --- | | 类型 | 公司 | 主要内容 | | 今日聚焦 | 盛新锂能 贵州百灵 | 中创新航2026年至2030年期间向公司采购20万吨锂盐产品 | | | | 因2019年至2021年及2023年年报存在虚假记载被实施其他风险警示 | | | | 股票简称将变更为"ST百灵" | | | 福能东方 | 因年度报告财务指标存在虚假记载 股票将被实施其他风险警示证券 | | | | 简称变更为"ST福能" | | | 渤海化学 | 终止筹划重大资产重组事项 股票复牌 | | 投资8签约 | 创耀科技 | 拟参股旋极星源 后者专注卫星导航等领域 | | 股权变动 | 淳中科技 | 公司与实控人拟分别以3000万元和4000万元受让星河动力92.76万股 、123.68万股 | | 增减持&回购 | 龙芯中科 | 多名股东拟合计减持不超0. 89%股份 | | 经营&业绩 | 花渣清材 | CMP装备累计出机超800台 | | 融资&定增 | 重庆钢铁 | 拟定增募资不超过10亿元 | | ...