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东芯股份:砺算科技已完成工商变更登记手续
Mei Ri Jing Ji Xin Wen· 2026-01-08 09:17
每经AI快讯,1月8日,东芯股份(688110.SH)公告称,砺算科技(上海)有限公司已完成工商变更登记 手续,并取得营业执照。公司已根据与砺算科技签署的增资协议约定,向砺算科技支付增资款2.11亿 元。本次增资完成后,公司持有砺算科技约35.87%的股权。本次交易存在投后管理风险、标的公司的 业务风险等,敬请广大投资者注意投资风险。 ...
A股午评:沪指微涨0.09%、创业板指跌0.52%,AI应用、脑机接口概念股走高,商业航天、可控核聚变概念股活跃
Jin Rong Jie· 2026-01-08 03:44
Market Overview - A-shares showed mixed performance with the Shanghai Composite Index rising by 0.09% to 4089.45 points, while the Shenzhen Component Index fell by 0.2% to 14003.09 points, and the ChiNext Index decreased by 0.52% to 3312.47 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.77 trillion yuan, with over 3700 stocks rising, including 80 stocks hitting the daily limit [1] Key Sectors Commercial Aerospace - The commercial aerospace sector remained strong, with multiple stocks hitting the daily limit, including Galaxy Electronics with four consecutive limit-ups [3] - The sector is entering a new phase of rapid development, with significant catalysts expected in the near future [3] Controlled Nuclear Fusion - The controlled nuclear fusion sector continued its strong performance, with several stocks, including China Nuclear Engineering, hitting the daily limit [2] - The sector is gaining attention due to breakthroughs in high-temperature superconductors and artificial intelligence, with a focus on engineering and commercial viability [2] Computing Power Chips - The computing power chip sector saw gains, with Haiguang Information rising over 10% [4] - The Ministry of Industry and Information Technology has issued guidelines to enhance AI computing power supply, supporting the development of key technologies [4] Electronic Chemicals - The electronic chemicals sector experienced an uptick, with stocks like Sanfu Co. and Heyuan Gas hitting the daily limit [5] - The Ministry of Commerce has initiated an anti-dumping investigation into imported dichlorodihydrosilane from Japan, which may impact the domestic industry [5] Institutional Insights Citic Securities - Citic Securities suggests a higher probability of market upward movement in 2026, driven by the balance between external and internal demand [6] - The firm recommends focusing on sectors with lower concentration but increasing attention and catalysts, such as chemicals and engineering machinery [7] Zhongtai Securities - Zhongtai Securities maintains a cautiously optimistic view on the technology sector, suggesting that funds may tighten temporarily but could lead to buying opportunities [8] - The firm emphasizes the importance of direction selection and rhythm control in investment strategies [8] Everbright Securities - Everbright Securities notes increasing divergence among market funds, indicating potential volatility risks [9] - The firm highlights the AI concept on the edge, with an upcoming AI hardware exhibition expected to stimulate related sectors [9]
东芯股份:公司将积极关注新兴产业的发展方向
Zheng Quan Ri Bao Wang· 2026-01-07 14:11
证券日报网讯1月7日,东芯股份在互动平台回答投资者提问时表示,公司将积极关注新兴产业的发展方 向。公司将继续聚焦主业发展,努力提升经营业绩以回报投资者。 ...
东芯股份:截至2025年9月30日公司共有普通股股东总数51260户
Zheng Quan Ri Bao· 2026-01-07 13:37
(文章来源:证券日报) 证券日报网讯 1月7日,东芯股份在互动平台回答投资者提问时表示,截至2025年9月30日公司共有普通 股股东总数51260户。公司前十名股东、前十名无限售条件股东持股情况及股东数量,详见公司定期报 告披露的相关信息。 ...
东芯股份:砺算科技经营正常 切勿相信“小作文”和网络谣言
Ju Chao Zi Xun· 2026-01-07 12:41
Core Viewpoint - Dongxin Co., Ltd. confirms that Lishuan Technology is operating well, with the first self-developed GPU chip 7G100 undergoing customer sampling, testing, production, software optimization, and sales expansion [1] Group 1 - The company emphasizes the importance of Lishuan Technology as a strategic investment to integrate storage, computing, and networking technologies [1] - Lishuan Technology is actively working on the 7G100 graphics rendering GPU chip, with various related tasks progressing normally [1]
东芯股份:砺算科技坚持自研架构
Zheng Quan Ri Bao· 2026-01-07 12:40
证券日报网讯 1月7日,东芯股份在互动平台回答投资者提问时表示,砺算科技坚持自研架构,产品围 绕实现端、云、边的主流图形渲染和AI加速,对标主流GPU架构,与外部生态无缝兼容,力争解决国 产主流完整GPU架构自主可控的关键问题。 (文章来源:证券日报) ...
东芯股份:公司高度关注 HBF 等新兴技术
Zheng Quan Ri Bao· 2026-01-07 12:38
(文章来源:证券日报) 证券日报网讯 1月7日,东芯股份在互动平台回答投资者提问时表示,公司作为存储芯片领域企业,高 度关注 HBF 等新兴技术,将持续跟踪其技术迭代与市场动态,结合自身业务布局评估相关机会。 ...
东芯股份:上海砺算主要从事多层次(可扩展)图形渲染GPU芯片的研发设计
Zheng Quan Ri Bao Wang· 2026-01-07 11:44
Group 1 - The core viewpoint of the article is that Dongxin Co., Ltd. has engaged with investors regarding its subsidiary, Shanghai Lishuan, which focuses on the research and design of scalable GPU chips for various applications [1] - Shanghai Lishuan's first graphics card product is designed for multiple use cases, including personal computers, professional design, AI PCs, cloud gaming, cloud rendering, and digital twins [1]
东芯股份:砺算科技关于产品的客户测试验证、产业化推进以及新一代产品的研发迭代等相关工作正在有序开展
Mei Ri Jing Ji Xin Wen· 2026-01-07 10:36
东芯股份(688110.SH)1月7日在投资者互动平台表示,砺算科技关于产品的客户测试验证、产业化推 进以及新一代产品的研发迭代等相关工作正在有序开展。具体情况您可关注公司的相关公告及砺算科技 的官方信息。 每经AI快讯,有投资者在投资者互动平台提问:据说砺算科技近期又流片了?是否是7G的下一代产 品? (记者 王晓波) ...
东芯股份股价涨5.05%,浦银安盛基金旗下1只基金重仓,持有3213股浮盈赚取2.09万元
Xin Lang Cai Jing· 2026-01-07 03:30
Group 1 - Dongxin Semiconductor Co., Ltd. experienced a stock price increase of 5.05%, reaching 134.99 yuan per share, with a trading volume of 2.467 billion yuan and a turnover rate of 4.24%, resulting in a total market capitalization of 59.699 billion yuan [1] - The company, established on November 26, 2014, and listed on December 10, 2021, focuses on the research, design, and sales of general-purpose storage chips with a revenue composition of NAND (57.08%), MCP (25.88%), DRAM (10.43%), NOR (6.15%), and other services (0.46%) [1] Group 2 - The fund "浦银安盛科创板100指数增强A" holds 3,213 shares of Dongxin Semiconductor, representing 2.22% of the fund's net value, ranking as the tenth largest holding [2] - The fund has a total size of 3.7826 million yuan, with a year-to-date return of 4.54%, ranking 1384 out of 5488 in its category, and a one-year return of 63.69%, ranking 706 out of 4192 [2] Group 3 - The fund manager, Sun Chenjin, has a tenure of 10 years and 297 days, managing assets totaling 2.031 billion yuan, with the best fund return during his tenure being 70.08% and the worst being -27.66% [3] - Co-manager Luo Wen has a tenure of 7 years and 351 days, managing assets of 1.921 billion yuan, with the best return of 37.33% and the worst return of -33.61% during his tenure [3]