『壹』 涓鑸鐪熸ｇ殑鍖哄潡閾鵑緳澶磋偂鏈夊摢浜涳紵
涓鑸鐪熸ｇ殑鍖哄潡閾鵑緳澶磋偂鏈夊摢浜涳紵
鍖哄潡閾鵑緳澶磋偂鏄鎸囧湪鍖哄潡閾炬妧鏈棰嗗煙鍏鋒湁棰嗗厛鍦頒綅鍜屽壋鏂拌兘鍔涚殑涓婂競鍏鍙歌偂紲ㄣ傝繖浜涘叕鍙稿湪鍖哄潡閾劇殑鐮斿彂銆佸簲鐢ㄥ拰瑙ｅ喅鏂規堟彁渚涙柟闈㈡嫢鏈夊疄鍔涳紝涓嬮潰灝忕紪甯︽潵涓鑸鐪熸ｇ殑鍖哄潡閾鵑緳澶磋偂鏈夊摢浜涳紝瀵逛簬鍚勪綅鏉ヨ村ぇ鏈夊ソ澶勶紝涓璧風湅鐪嬪惂銆
鐪熸ｇ殑鍖哄潡閾鵑緳澶磋偂鏈夊摢浜?
鍖哄潡閾捐偂紲ㄧ殑榫欏ご鏈夛細
1.鐨栭氱戞妧(002331)錛氬尯鍧楅摼榫欏ご鑲°
9鏈30鏃ユ秷鎮錛岀殩閫氱戞妧鏀剁洏浜9.36鍏冿紝娑1.19%銆7鏃ュ唴鑲′環涓嬭穼6.3%錛屾誨競鍊間負38.56浜垮厓銆
2.鍥界洓閲戞帶(002670)錛氬尯鍧楅摼榫欏ご鑲°
9鏈30鏃ユ秷鎮錛屽浗鐩涢噾鎺у紑鐩樻姤浠9.18鍏冿紝鏀剁洏浜9.15鍏冦5鏃ュ唴鑲′環涓嬭穼2.62%錛屾誨競鍊間負177.06浜垮厓銆
3.鏂版櫒縐戞妧(300542)錛氬尯鍧楅摼榫欏ご鑲°
鍗楁柟璐㈠瘜緗9鏈30鏃ヨ錛屼粖鏃ユ柊鏅ㄧ戞妧鑲′環娑4.21%錛屾埅鑷蟲敹鐩樻姤13.13鍏冿紝甯傚39.4浜垮厓銆傜洏涓鑲′環鏈楂樹環13.6鍏冿紝鏈浣庤揪12.78鍏冿紝鎴愪氦閲19.3涓囨墜銆
鍖哄潡閾炬傚康鑲″叾浠栫殑榪樻湁錛氭繁縐戞妧銆佸ぉ闊蟲帶鑲°佷笢鍗庤蔣浠躲佸父灞卞寳鏄庛佷匠娌冮熷搧銆佷腑縐戜俊鎮銆佸弻鏄熸柊鏉愩佸崜緲肩戞妧銆佹嘲璞縐戞妧銆佹儬紼嬬戞妧銆侀炲埄淇°侀噾鍐犺偂浠界瓑銆
鏁板瓧璐у竵鑲＄エ榫欏ご鑲℃湁鍝浜?
鏁板瓧璐у竵鑲＄エ榫欏ご鑲℃湁錛氬洓鏂圭簿鍒涖佸崥褰︾戞妧銆佸箍鐢佃繍閫氥佸寳淇℃簮銆佸畤淇＄戞妧銆
涓鍥戒簲澶ф暟瀛楄揣甯侀緳澶磋偂
1銆佸洓鏂圭簿鍒
鍥涙柟綺懼壋300468鑲′喚鏈夐檺鍏鍙告槸棰嗗厛鐨勫晢涓氶摱琛孖T鏈嶅姟鎻愪緵鍟嗐傚叕鍙稿湪浜掑姩騫沖彴涓婃槑紜琛ㄧず錛屽凡緇忓叿澶囨暟瀛楅挶鍖呭浘闆瑰盡鏍囩殑鎶鏈鍌ㄥ囥
2銆佸崥褰︾戞妧
鍗氬濺縐戞妧002649鍏鍙哥殑涓昏惀涓氬姟鏄鍚戝叏鐞冩彁渚涘壋鏂般佸煎緱淇¤禆鐨処T鍜ㄨ銆佷駭鍝併佽В鍐蟲柟妗堝拰鏈嶅姟銆傜洰鍓嶅凡鍚戦儴鍒嗛摱琛屽㈡埛鎻愪緵鏁板瓧璐у竵涓氬姟鐩稿叧鏈嶅姟銆
3銆佸箍鐢佃繍閫
騫跨數榪愰002152鍏鍙告ｅ湪縐鏋佹帹榪涙暟瀛楄揣甯佺殑鐮斿彂錛屽寘鎷鏁板瓧璐у竵鑷鍔╄懼囩殑鍙戝康婧愭斁鍜屽厬鎹錛屾暟瀛楄揣甯侀挶鍖呭拰鏁板瓧璐у竵鍦ㄩ椄鏈哄拰鑷鍔╁敭璐ф満鐨勫簲鐢ㄣ
4銆佸寳淇℃簮
鍖椾俊婧300352鍏鍙告槸涓鍥界粓絝瀹夊叏綆＄悊甯傚満鐨勯緳澶翠紒涓氾紝鍏剁浉鍏蟲垬鐣R&D鍥㈤槦鍦ㄥ尯鍧楅摼棰嗗煙寮灞曚簡R&D宸ヤ綔錛屽寘鎷鏁板瓧閽卞寘鐨勫紑鍙戙
5銆佸畤淇＄戞妧
瀹囦俊縐戞妧300674鍥藉唴閾惰屼笟IT瑙ｅ喅鏂規堝競鍦虹殑榫欏ご錛屽畤淇＄戞妧鍦ㄦ暟瀛楄揣甯佹簮楂樺博鏂歸潰錛屼富瑕佷笌閾惰屽悎浣滄暟瀛楅挶鍖呯殑寮鍙戝緩璁撅紝縐緔浜嗙浉鍏崇殑鑳藉姏鍜屼駭鍝佹ā鍧椼
鍖哄潡閾炬傚康鑲￠緳澶磋偂鏈夊摢浜
1.002657涓縐戦噾璐
2.300663縐戣摑杞浠
3.002152騫跨數榪愰
4.300079鏁扮爜縐戞妧
5.300542鏂版櫒縐戞妧
6.600570鎮掔敓鐢靛瓙
7.300561奼囬噾縐戞妧
8.002063榪滃厜杞浠
9.603106鎮掗摱閲戣瀺
綆楀姏鏉垮潡榫欏ご鑲℃湁鍝浜
鐩鍓嶇畻鍔涙澘鍧楃殑榫欏ご鑲′富瑕佹湁浠ヤ笅鍑犲跺叕鍙革細
1.姣旂壒澶ч檰(Bitmain)錛氭垚絝嬩簬2013騫達紝鏄鍏ㄧ悆鏈澶х殑姣旂壒甯佺熆鏈哄埗閫犲晢鍜屾寲鐭胯繍钀ュ晢涔嬩竴銆傚叕鍙告嫢鏈夌嫭鐗圭殑ASIC鑺鐗囨妧鏈鍜屼赴瀵岀殑鐭誇笟緇忛獙錛屾槸鍏ㄧ悆綆楀姏棰嗗煙鐨勯嗗厛鑰呫
2.鋩傝殎闆嗗洟(AntGroup)錛氭垚絝嬩簬2014騫達紝鏄涓瀹朵腑鍥界殑閲戣瀺縐戞妧鍏鍙革紝鏃椾笅鎷ユ湁鍏ㄧ悆鏈澶х殑鏁板瓧鏀浠樺鉤鍙版敮浠樺疂鍜屽叏鐞冩渶澶х殑璐у竵甯傚満鍩洪噾涔嬩竴鐨勪綑棰濆疂銆傝殏鋩侀泦鍥㈠湪綆楀姏鏉垮潡涔熸湁甯冨矓錛屽苟鎺ㄥ嚭浜嗚嚜宸辯殑鍖哄潡閾句簯鏈嶅姟銆
3.姣旂壒澶ч檰鎺ц偂(Canaan)錛氭垚絝嬩簬2013騫達紝鏄涓瀹跺叏鐞冮嗗厛鐨勬瘮鐗瑰竵鐭挎満鍒墮犲晢鍜屾寲鐭胯繍钀ュ晢銆傚叕鍙哥殑鐭挎満浜у搧琚騫挎硾搴旂敤浜庢瘮鐗瑰竵銆佷互澶鍧婄瓑鏁板瓧璐у竵鐨勬寲鎺樸
4.鐟炲０縐戞妧(AACTechnologies)錛氭垚絝嬩簬1993騫達紝鏄涓瀹墮欐腐涓婂競鍏鍙革紝涓昏佷粠浜嬬數瀛愬厓鍣ㄤ歡鐨勭爺鍙戙佸埗閫犲拰閿鍞銆傚叕鍙鎬篃鍦ㄧ畻鍔涙澘鍧楀竷灞錛屾帹鍑轟簡鑷宸辯殑AI鑺鐗囥
浠ヤ笂鏄鐩鍓嶇畻鍔涙澘鍧楃殑榫欏ご鑲★紝浣嗛殢鐫鍖哄潡閾炬妧鏈鐨勪笉鏂鍙戝睍錛屾湭鏉ヨ繕鏈夊彲鑳芥穠鐜板嚭鍏朵粬鐨勯緳澶翠紒涓氥
鍖哄潡閾鵑緳澶磋偂鏈夊摢浜
鏂版櫒縐戞妧錛岄摱奼熻偂浠斤紝鎮掗摱閲戣瀺絳夎偂紲ㄥ湪鑲″競涓婇潰涔熸槸灞炰簬鍖哄潡閾鵑緳澶磋偂錛屾湜閲囩撼銆
『貳』 鍖哄潡閾炬傚康姝ｅ畻榫欏ご鑲
鍖哄潡閾炬傚康姝ｅ畻榫欏ご鑲
鍖哄潡閾炬槸鏈榪戞瘮杈冪儹闂ㄧ殑姒傚康鏉垮潡錛屼絾寰堝氳偂鍙嬩笉鐭ラ亾鍖哄潡閾炬傚康鑲℃湁鍝浜涳紝鍖哄潡閾炬傚康姝ｅ畻榫欏ご鑲￠兘鏈夊摢浜涳紝鎬庝箞閫夋嫨鍖哄潡閾炬傚康榫欏ご鑲°
涓縐戦噾璐錛002657錛
縐戣摑杞浠訛紙300663錛
騫跨數榪愰氾紙002152錛
鏁扮爜縐戞妧錛300079錛
鏂版櫒縐戞妧錛300542錛
奼囬噾縐戞妧錛300561錛
鎮掔敓鐢靛瓙錛600570錛
榪滃厜杞浠訛紙002063錛
鎮掗摱閲戣瀺錛603106錛
鍙鑳芥垚涓洪緳澶磋偂鐨勫尯鍧楅摼姒傚康鑲★細
1. 鏄撹佽偂浠斤紙600093SH錛夛細鍏鍙鎬箣鍓嶄富钀ヤ緵搴旈摼鐨勭＄悊錛屾渶榪戝嚑騫存ｅ湪縐鏋佽漿鍨嬨
2. 楂樹紵杈撅細鍥藉唴棰嗗厛鐨勯噾鋙嶄俊鎮鍖栧巶鍟嗐
3. 鏂版櫒縐戞妧錛氬叕鍙哥幇涓昏惀鏄搴旂敤杞浠跺紑鍙戜笟鍔°佽蔣紜浠剁郴緇熼泦鎴愪笟鍔″拰涓撲笟鎶鏈鏈嶅姟涓氬姟銆
鍖哄潡閾鵑緳澶翠笂甯傚叕鍙告湁鍝鍑犲訛細
1. 鏂版櫒縐戞妧錛300542錛夛細鍖哄潡閾鵑緳澶磋偂銆
2. 閾舵睙鑲′喚錛氬浗鍐呯殑澶у瀷鍖哄潡閾懼叕鍙搞
3. 鏂囧寲闀垮煄錛氫笓娉ㄤ簬鍖哄潡閾炬妧鏈銆
4. 騫跨數榪愰氾紙002152錛夛細鑷村姏浜庨氳繃縐戞妧鍒涙柊甯﹀姩渚涘簲閾鵑噾鋙嶇殑鍙橀潻銆
5. 鎮掔敓鐢靛瓙錛600570錛夛細鍦ㄥ尯鍧楅摼鎶鏈鍦ㄩ噾鋙嶈屼笟鐨勫簲鐢ㄥ彇寰椾竴瀹氳繘灞曘
6. 椋炲ぉ璇氫俊錛300386錛夛細鍙戝竷浜嗚屼笟絎涓嬈炬湇鍔′簬鍖哄潡閾炬妧鏈鐨勭‖浠朵駭鍝併
7. 澹規ˉ鑲′喚錛002447錛夛細涓撴敞娓告垙絝炴妧寮鍙戱紝鎺ㄥ嚭浜嗗叏鐞冮栦釜鍖哄潡閾劇數絝炲姞閫熷熀紜鏈嶅姟銆
8. 鍖椾俊婧愶紙300352錛夛細鏄涓鍥界粓絝瀹夊叏綆＄悊甯傚満鐨勯緳澶翠紒涓氥
鏁板瓧璐у竵鑲＄エ榫欏ご錛
1. 鎮掑疂鑲′喚錛002104錛夛細鑲＄エ浠ｇ爜涓002104銆
2. 騫跨數榪愰氾紙002152錛夛細鑲＄エ浠ｇ爜涓002152銆
3. 鏂板紑鏅錛300248錛夛細鑲＄エ浠ｇ爜涓30024銆
4. 鏂板浗閮斤紙300130錛夛細鑲＄エ浠ｇ爜涓300130銆
鍖哄潡閾炬傚康鑲″叾浠栫殑榪樻湁錛氭繁縐戞妧錛000025錛夈佸ぉ闊蟲帶鑲★紙000104錛夈佷笢鍗庤蔣浠訛紙002065錛夈佸父灞卞寳鏄庯紙000159錛夈佷匠娌冮熷搧錛300268錛夈佷腑縐戜俊鎮錛603918錛夈佸弻鏄熸柊鏉愶紙002585錛夈佸崜緲肩戞妧錛002169錛夈佹嘲璞縐戞妧錛600516錛夈佹儬紼嬬戞妧錛002168錛夈侀炲埄淇★紙300287錛夈侀噾鍐犺偂浠斤紙300510錛夌瓑銆
鍖哄煙閾炬傚康鑲℃湁濡備笅鍖哄煙閾炬傚康鏄涓涓妯絀哄嚭涓栫殑姒傚康錛屽湪2018騫1鏈堜喚鏄撹佽偂浠姐佸洓鏂圭簿鍒涖佹柊鏅ㄧ戞妧銆侀炲ぉ璇氫俊銆佹父涔呮父鎴忋侀珮浼熻揪絳10鍙鍖哄煙閾炬傚康鑲″嚭鐜版定鍋滐紝浣嗘槸瀵逛簬鍖哄煙閾鵑兘鏄涓嶇敋娓呮氱殑鎰熻夈
鎴鑷2023錛屾勃娣變袱甯備笂甯傜殑鍖哄煙閾炬傚康鑲″叡璁251鍙銆備笅闈㈡垜緇欏ぇ瀹墮噸鐐逛粙緇嶄笅琛屼笟榫欏ご錛
姘哥忚偂浠斤紙300712錛夛細鍏鍙鎬笟鍔＄幇宸茶嗙洊鏁板瓧涓鍥藉緩璁劇浉鍏崇殑澶ф暟鎹銆佸伐涓氫簰鑱旂綉銆佸尯鍩熼摼銆佺墿鑱旂綉絳夐嗗煙銆