002513 蓝丰生化
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股市必读：蓝丰生化新发布《董事、高级管理人员减持股份预披露公告》
证券之星 · 04:13
股市必读：蓝丰生化新发布《董事、高级管理人员减持股份预披露公告》
蓝丰生化(002513.SZ)拟推2026年限制性股票激励计划
智通财经 · 09-04
蓝丰生化(002513.SZ)拟推2026年限制性股票激励计划
蓝丰生化（002513）2026年中报简析：增收不增利
证券之星 · 08-27
蓝丰生化（002513）2026年中报简析：增收不增利
股市必读：蓝丰生化中报 - 第二季度单季净利润同比下降98.73%
证券之星 · 08-27
股市必读：蓝丰生化中报 - 第二季度单季净利润同比下降98.73%
蓝丰生化(002513)6月30日股东户数2.69万户，较上期减少12.69%
证券之星 · 08-26
蓝丰生化(002513)6月30日股东户数2.69万户，较上期减少12.69%
蓝丰生化2026年半年报：双主业协同发力，增收不增利
蓝鲸财经 · 08-26
蓝丰生化2026年半年报：双主业协同发力，增收不增利
股市必读：蓝丰生化新发布《2026年半年度报告摘要》
证券之星 · 08-26
股市必读：蓝丰生化新发布《2026年半年度报告摘要》
图解蓝丰生化中报：第二季度单季净利润同比下降98.73%
证券之星 · 08-26
图解蓝丰生化中报：第二季度单季净利润同比下降98.73%
股市必读：蓝丰生化新发布《关于公司2024年限制性股票激励计划第二个解锁期解锁股份上市流通的提示性公告》
证券之星 · 08-24
股市必读：蓝丰生化新发布《关于公司2024年限制性股票激励计划第二个解锁期解锁股份上市流通的提示性公告》
蓝丰生化（002513）披露2024年限制性股票激励计划第二个解锁期解锁股份上市流通安排，8月20日股价上涨2.49%
证券之星 · 08-20
蓝丰生化（002513）披露2024年限制性股票激励计划第二个解锁期解锁股份上市流通安排，8月20日股价上涨2.49%
股市必读：蓝丰生化新发布《第八届董事会第二次会议决议公告》
证券之星 · 08-19
股市必读：蓝丰生化新发布《第八届董事会第二次会议决议公告》
股市必读：蓝丰生化新发布《第八届董事会第二次会议决议公告》
证券之星 · 08-18
股市必读：蓝丰生化新发布《第八届董事会第二次会议决议公告》
蓝丰生化（002513）披露2024年限制性股票激励计划第二个解锁期解锁条件成就公告，8月17日股价上涨2.11%
证券之星 · 08-17
蓝丰生化（002513）披露2024年限制性股票激励计划第二个解锁期解锁条件成就公告，8月17日股价上涨2.11%
蓝丰生化（002513）披露为控股子公司提供担保进展公告，7月16日股价上涨0.63%
证券之星 · 07-16
蓝丰生化（002513）披露为控股子公司提供担保进展公告，7月16日股价上涨0.63%
蓝丰生化（002513）披露2026年半年度业绩预告，7月14日股价上涨5.27%
证券之星 · 07-14
蓝丰生化（002513）披露2026年半年度业绩预告，7月14日股价上涨5.27%
蓝丰生化：预计2026年1-6月扣非后净利润亏损4700万元至7700万元
证券之星 · 07-14
蓝丰生化：预计2026年1-6月扣非后净利润亏损4700万元至7700万元
消息：智谱正评估自研定制 AI 芯片
链捕手 · 07-08
消息：智谱正评估自研定制 AI 芯片
蓝丰生化（002513）披露为控股子公司提供担保的进展公告，6月25日股价下跌2.2%
证券之星 · 06-25
蓝丰生化（002513）披露为控股子公司提供担保的进展公告，6月25日股价下跌2.2%
创业板涨1%，半导体产业链再爆发，恒指跌2%，AI大模型逆势爆发、智谱狂飙30%市值破万亿
华尔街见闻 · 06-22
创业板涨1%，半导体产业链再爆发，恒指跌2%，AI大模型逆势爆发、智谱狂飙30%市值破万亿
每周股票复盘：蓝丰生化（002513）注册资本增至37559.3978万元
证券之星 · 06-21
每周股票复盘：蓝丰生化（002513）注册资本增至37559.3978万元
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公司概况
公司名称：
江苏蓝丰生物化工股份有限公司
所属行业：
化学原料和化学制品制造业
上市日期：
2010-12-03
主营业务：
江苏蓝丰生物化工股份有限公司的主营业务是以太阳能电池片及组件的研发、生产、销售为主，同时陆续开发光伏、风电、储能等新能源领域业务。公司的主要产品是农药原药及制剂、电池片、组件、其他光伏业务。
发行价格：
43.20
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19:39","pubTimestamp":1788521969,"startTime":"0","endTime":"0","summary":"智通财经APP讯，蓝丰生化(002513.SZ)披露2026年限制性股票激励计划(草案)，拟向激励对象授予800万股公司限制性股票，占激励计划公告前公司股本总额的2.13%。授予的激励对象总人数为12人，授予价格为2.71元/股。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1492279.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["002513","BK0077","BK0229","BK0102"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662400407","title":"蓝丰生化（002513）2026年中报简析：增收不增利","url":"https://stock-news.laohu8.com/highlight/detail?id=2662400407","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662400407?lang=zh_cn&edition=full","pubTime":"2026-08-27 06:27","pubTimestamp":1787783258,"startTime":"0","endTime":"0","summary":"据证券之星公开数据整理，近期蓝丰生化发布2026年中报。根据财报显示，蓝丰生化增收不增利。本次财报公布的各项数据指标表现一般。财报体检工具显示：建议关注公司现金流状况建议关注财务费用状况建议关注公司应收账款状况本文数据来源于蓝丰生化2026年中报，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082700011747.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0077","002513","BK0229","BK0102"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662162747","title":"股市必读：蓝丰生化中报 - 第二季度单季净利润同比下降98.73%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662162747","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662162747?lang=zh_cn&edition=full","pubTime":"2026-08-27 05:32","pubTimestamp":1787779935,"startTime":"0","endTime":"0","summary":"业绩披露要点：2026年第二季度单季度归母净利润为-4496.2万元，同比下降98.73%。公司公告汇总：第八届董事会第三次会议审议通过《关于公司2026年半年度报告及其摘要的议案》，确认报告编制合法、内容真实准确完整。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082700010374.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002513"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662794711","title":"蓝丰生化(002513)6月30日股东户数2.69万户，较上期减少12.69%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662794711","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662794711?lang=zh_cn&edition=full","pubTime":"2026-08-26 17:42","pubTimestamp":1787737355,"startTime":"0","endTime":"0","summary":"证券之星消息，近日蓝丰生化披露，截至2026年6月30日公司股东户数为2.69万户，较3月31日减少3912.0户，减幅为12.69%。在农化制品行业个股中，蓝丰生化股东户数低于行业平均水平，截至6月30日，农化制品行业平均股东户数为5.13万户。从股价来看，2026年3月31日至2026年6月30日，蓝丰生化区间跌幅为23.89%，在此期间股东户数减少3912.0户，减幅为12.69%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082600039886.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0102","002513","BK0229","BK0077"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662761788","title":"蓝丰生化2026年半年报：双主业协同发力，增收不增利","url":"https://stock-news.laohu8.com/highlight/detail?id=2662761788","media":"蓝鲸财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662761788?lang=zh_cn&edition=full","pubTime":"2026-08-26 11:17","pubTimestamp":1787714270,"startTime":"0","endTime":"0","summary":"蓝鲸新闻8月26日讯，8月25日，蓝丰生化 公布2026年中报，公司依托“新能源+农化”双主业协同战略，光伏组件业务放量对冲电池片收入下滑，农化板块核心产品量价齐升，但受股份支付费用大幅增加及汇兑损失影响，报告期业绩呈现增收不增利态势；同时，经营活动现金流显著改善，资产结构有所优化。农化板块实现营收3.37亿元，同比增长24.65%，毛利率提升6.52个百分点至7.04%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1787707482042814304","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"lanjinger_stock","symbols":["BK0102","BK0229","002513","BK0077"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662754928","title":"股市必读：蓝丰生化新发布《2026年半年度报告摘要》","url":"https://stock-news.laohu8.com/highlight/detail?id=2662754928","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662754928?lang=zh_cn&edition=full","pubTime":"2026-08-26 04:03","pubTimestamp":1787688192,"startTime":"0","endTime":"0","summary":"当日关注点交易信息汇总：8月25日主力资金净流出761.13万元，占总成交额13.33%； 公司公告汇总：2026年半年度报告摘要显示，归母净利润为-59,803,668.07元，同比减少33.55%； 公司公告汇总：期末归属于上市公司股东的净资产仅4,986,686.65元，较上年度末大幅减少88.59%； 公司公告汇总：加权平均净资产收益率为-245.72%，但同比改善51.87个百分点。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082600007678.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0077","BK0229","BK0102","002513"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2662774751","title":"图解蓝丰生化中报：第二季度单季净利润同比下降98.73%","url":"https://stock-news.laohu8.com/highlight/detail?id=2662774751","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2662774751?lang=zh_cn&edition=full","pubTime":"2026-08-26 03:21","pubTimestamp":1787685713,"startTime":"0","endTime":"0","summary":"证券之星消息，蓝丰生化2026年中报显示，上半年度公司主营收入12.61亿元，同比上升5.39%；归母净利润-5980.37万元，同比下降33.55%；扣非净利润-5497.09万元，同比下降18.06%；其中2026年第二季度，公司单季度主营收入6.09亿元，同比下降6.7%；单季度归母净利润-4496.2万元，同比下降98.73%；单季度扣非净利润-3714.52万元，同比下降88.9%；负债率92.99%，投资收益-333.35万元，财务费用3597.67万元，毛利率3.46%。财报数据概要请见下图:本文数据来源于蓝丰生化2026年中报，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082600005563.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002513"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2661493412","title":"股市必读：蓝丰生化新发布《关于公司2024年限制性股票激励计划第二个解锁期解锁股份上市流通的提示性公告》","url":"https://stock-news.laohu8.com/highlight/detail?id=2661493412","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2661493412?lang=zh_cn&edition=full","pubTime":"2026-08-24 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22:29","pubTimestamp":1787236152,"startTime":"0","endTime":"0","summary":"截至2026年8月20日收盘，蓝丰生化报收于5.36元，较前一交易日上涨2.49%，最新总市值为20.13亿元。近日，蓝丰生化发布《关于公司2024年限制性股票激励计划第二个解锁期解锁股份上市流通的提示性公告》。公告显示，公司2024年限制性股票激励计划第二个解锁期解锁条件已成就，本次符合解锁条件的激励对象共88人，可解除限售的限制性股票数量为6,039,900股，占公司总股本的1.61%。本次解除限售前后股本结构已相应变动。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026082000045543.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002513","BK0077","BK0229","BK0102"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660827494","title":"股市必读：蓝丰生化新发布《第八届董事会第二次会议决议公告》","url":"https://stock-news.laohu8.com/highlight/detail?id=2660827494","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660827494?lang=zh_cn&edition=full","pubTime":"2026-08-19 03:23","pubTimestamp":1787081002,"startTime":"0","endTime":"0","summary":"公司公告汇总：蓝丰生化第八届董事会第二次会议审议通过2024年限制性股票激励计划第二个解锁期解锁条件成就议案，涉及6,039,900股解除限售，占总股本1.61%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026081900003425.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002513","BK0229","BK0102","BK0077"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660431072","title":"股市必读：蓝丰生化新发布《第八届董事会第二次会议决议公告》","url":"https://stock-news.laohu8.com/highlight/detail?id=2660431072","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660431072?lang=zh_cn&edition=full","pubTime":"2026-08-18 02:19","pubTimestamp":1786990750,"startTime":"0","endTime":"0","summary":"公司公告汇总第八届董事会第二次会议决议公告江苏蓝丰生物化工股份有限公司第八届董事会第二次会议于2026年8月17日召开，审议通过《关于公司2024年限制性股票激励计划第二个解锁期解锁条件成就的议案》，同意88名激励对象解除限售6,039,900股限制性股票，占公司总股本1.61%；关联董事回避表决，议案获4票同意、0票反对、0票弃权。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026081800002299.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0229","BK0102","002513","BK0077"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660944435","title":"蓝丰生化（002513）披露2024年限制性股票激励计划第二个解锁期解锁条件成就公告，8月17日股价上涨2.11%","url":"https://stock-news.laohu8.com/highlight/detail?id=2660944435","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2660944435?lang=zh_cn&edition=full","pubTime":"2026-08-17 22:35","pubTimestamp":1786977321,"startTime":"0","endTime":"0","summary":"截至2026年8月17日收盘，蓝丰生化报收于5.32元，较前一交易日上涨2.11%，最新总市值为19.98亿元。公告显示，公司2024年限制性股票激励计划第二个解锁期解锁条件已成就，本次符合解锁条件的激励对象共88人，可解除限售的限制性股票数量为6,039,900股，占公司总股本的1.61%。公司层面业绩考核达标，2025年营业收入较2024年增长30.61%，超过10%的增长率要求。本次解除限售尚需办理相关手续，后续将发布上市流通提示性公告。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026081700035830.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0229","002513","BK0077","BK0102"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651428569","title":"蓝丰生化（002513）披露为控股子公司提供担保进展公告，7月16日股价上涨0.63%","url":"https://stock-news.laohu8.com/highlight/detail?id=2651428569","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2651428569?lang=zh_cn&edition=full","pubTime":"2026-07-16 22:30","pubTimestamp":1784212237,"startTime":"0","endTime":"0","summary":"截至2026年7月16日收盘，蓝丰生化报收于4.81元，较前一交易日上涨0.63%，最新总市值为18.07亿元。本次担保在公司2025年年度股东会审议通过的30亿元担保额度范围内，无需另行履行审议程序。截至公告日，公司对子公司担保总额为70,684.71万元，占2025年末经审计净资产的1,617.90%，无逾期担保。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026071600040323.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0102","BK0077","BK0229","002513"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651102095","title":"蓝丰生化（002513）披露2026年半年度业绩预告，7月14日股价上涨5.27%","url":"https://stock-news.laohu8.com/highlight/detail?id=2651102095","media":"证券之星","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2651102095?lang=zh_cn&edition=full","pubTime":"2026-07-14 23:10","pubTimestamp":1784041818,"startTime":"0","endTime":"0","summary":"截至2026年7月14日收盘，蓝丰生化报收于4.79元，较前一交易日上涨5.27%，最新总市值为17.99亿元。该股当日开盘4.58元，最高4.83元，最低4.51元，成交额达5682.89万元，换手率为4.19%。近日，江苏蓝丰生物化工股份有限公司披露2026年半年度业绩预告。公告显示，公司预计2026年1月1日至6月30日归属于上市公司股东的净利润亏损7,500万元至4,500万元，上年同期亏损4,477.89万元；扣除非经常性损益后的净利润亏损7,700万元至4,700万元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026071400050338.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002513","BK0077","BK0229","BK0102"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651101191","title":"蓝丰生化：预计2026年1-6月扣非后净利润亏损4700万元至7700万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2651101191","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2651101191?lang=zh_cn&edition=full","pubTime":"2026-07-14 22:02","pubTimestamp":1784037761,"startTime":"0","endTime":"0","summary":"证券之星消息，蓝丰生化发布业绩预告，预计2026年1-6月扣非后净利润亏损4700万元至7700万元。蓝丰生化2026年一季报显示，一季度公司主营收入6.52亿元，同比上升19.89%；归母净利润-1484.17万元，同比上升33.01%；扣非净利润-1782.57万元，同比上升33.73%；负债率91.43%，投资收益662.36万元，财务费用1417.83万元，毛利率6.12%。本文数据来源于《蓝丰生化:2026年半年度业绩预告》，仅供参考不构成投资建议。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026071400049010.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["002513"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2649495296","title":"消息：智谱正评估自研定制 AI 芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2649495296","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2649495296?lang=zh_cn&edition=full","pubTime":"2026-07-08 11:26","pubTimestamp":1783481215,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 The Information 报道，多位知情人士透露，中国 AI 头部企业智谱正在考虑设计自研 AI 芯片。据悉，随着其 GLM 系列大模型需求快速激增，叠加算力资源约束加剧，智谱近期已与部分国内芯片设计企业进行初步接触，探讨合作开发定制 AI 处理器的可能性。\n\n报道指出，对于大型 AI 模型开发商而言，布局自研芯片旨在实现软硬件协同优化，提升算力利用效率，并降低对外部 GPU 供应商的依赖。除智谱外，另一家国产大模型企业 DeepSeek 近日也被曝正在同步推进主打推理场景的自研芯片项目。在全球范围内，OpenAI（已公布自研芯片 Jalapeño）、Anthropic 等顶级 AI 开发商均在积极布局定制芯片，AI 行业正加速迈向“模型+芯片”软硬一体化的双线布局阶段。 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