Market Overview - The Shanghai Composite Index closed at 3384.82 points, below the five-day moving average, with a decline of 0.44% [1] - The total trading volume of A-shares reached 14,514.37 million yuan [1] Stocks Performance - A total of 219 A-shares broke through the five-day moving average today [1] - Stocks with significant deviation rates include: - Huaguang Yuanhai with a deviation rate of 20.27% and a daily increase of 26.88% [1] - Shuguang Shuchuang with a deviation rate of 15.32% and a daily increase of 24.01% [1] - Haooubo with a deviation rate of 12.92% and a daily increase of 20.00% [1] - Stocks with smaller deviation rates that just crossed the five-day moving average include: - Dongfang Precision, Zijin Bank, and Chuanheng Co., with minor deviation rates [1]

Market Overview - The Shanghai Composite Index closed at 3403.52 points, above the five-day moving average, with a slight increase of 0.11% [1] - The total trading volume of A-shares reached 808.39 billion yuan [1] Stocks Performance - A total of 253 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Shuguang Digital (14.08% deviation) - Sun Cable (8.01% deviation) - Suqian Liansheng (7.42% deviation) [1] Top Gainers - The top gainers today include: - Shuguang Digital: 22.27% increase, latest price at 61.87 yuan - Sun Cable: 10.00% increase, latest price at 6.82 yuan - Suqian Liansheng: 10.00% increase, latest price at 9.90 yuan [1] Additional Notable Stocks - Other stocks with notable performance: - Celery Medical: 9.97% increase, latest price at 13.46 yuan - Zhongke Shuguang: 10.00% increase, latest price at 68.09 yuan - Yuanwang Valley: 9.97% increase, latest price at 7.28 yuan [1]

Market Overview - On June 10, the three major stock indices opened mixed, with the Shanghai Composite Index rising by 0.07%, the Shenzhen Component Index falling by 0.02%, and the ChiNext Index declining by 0.16% [1] Guest Opinions - Guotai Junan Securities' investment advisor Wang Chen believes that the overall market risk is controllable, and a short-term upward trend is expected. A key upward breakthrough may require the activation of heavyweight sectors [2] - Dongfang Securities' investment advisor Ying Fang suggests that investors focus on specific sectors that have undergone sufficient adjustments, while also considering taking profits in sectors with long-term potential [2] - Jinyuan Securities' chief investment advisor Xu Chuanbao holds an optimistic view of the market, recommending that investors seize structural opportunities and select quality stocks for medium to long-term investment [2] Brokerage Insights - CITIC Securities reports a slight decline in export growth, with May's export growth rate dropping by 3.3 percentage points to 4.8%, slightly below market expectations. The report highlights strong export growth to non-US markets and the significant contribution of the semiconductor and automotive industries to exports [5][6] - Huatai Securities indicates that AI applications are expected to see rapid growth in areas where data processes are standardized and ROI is quantifiable. The commercialization of AI is accelerating, particularly in ToC scenarios like gaming and e-commerce, while ToB applications in marketing and sales are moving towards large-scale implementation [7]

Market Overview - On June 10, A-shares experienced a slight adjustment at the opening, followed by a rapid rise, with the Shanghai Composite Index maintaining a positive trend supported by bank stocks [1] - The Shenzhen Component and ChiNext Index turned negative as the market sentiment fluctuated, particularly with the weakening of pharmaceutical stocks [1] Stock Performance - The Shanghai Composite Index was at 3402.22, up 2.45 points (+0.07%), while the Shenzhen Component was at 10230.35, down 19.79 points (-0.19%) [2] - The ChiNext Index and other indices also showed slight declines, with the ChiNext Index at 2055.65, down 5.64 points (-0.27%) [2] Corporate Actions - A merger announcement was made between Haiguang Information and Zhongke Shuguang, with a share exchange ratio of 0.5525:1, leading to a trading halt and subsequent surge in Zhongke Shuguang's stock price, which hit the daily limit up of 10% [2][5] - Haiguang Information opened over 8% higher but later adjusted to a 5% increase [4] Real Estate Sector Movement - Multiple Hong Kong-listed property stocks surged, with New City Development rising over 7% [6] - Notable gains included China Properties up 20%, and several other companies like R&F Properties and Shimao Group increasing by over 6% [7][8] - New City Holdings is reportedly advancing a USD issuance plan, expected to be between USD 250 million and USD 300 million, which could signal a positive shift in the market for private real estate companies [8][9] Industry Outlook - Analysts suggest that successful overseas financing for private real estate firms could restore international capital market confidence, providing a lifeline for quality enterprises and aiding the transition from "protecting entities" to "stabilizing development" in the real estate sector [9]

Group 1 - The core point of the news is that the computing power concept stocks are leading the market, with Haiguang Information planning a 116 billion yuan stock swap to absorb and merge with Zhongke Shuguang, resulting in significant stock price increases for both companies [1] - The A-share market opened with mixed results, with the Shanghai Composite Index up by 0.07% and the Shenzhen Component Index down by 0.02% [1][2] - Haiguang Information's stock surged over 8%, while Zhongke Shuguang and Zhuguang Shucai reached their daily limit up [1] Group 2 - The Hang Seng Index opened up by 0.21%, with notable gains in technology stocks, particularly Kuaishou, which rose nearly 3% [3] - The People's Bank of China conducted a 198.6 billion yuan reverse repurchase operation with a rate of 1.40% [4] - The central bank adjusted the RMB to USD midpoint rate up by 15 basis points to 7.1840 [5]

Core Viewpoint - The merger between Haiguang Information and Zhongke Shuguang will result in Haiguang Information indirectly acquiring 124 million shares of Shuguang Shuchuang, representing 62.07% of its total share capital, while Zhongke Shuguang will no longer hold this stake [1] Company Summary - Haiguang Information will issue shares to shareholders of Zhongke Shuguang as part of the merger process [1] - After the completion of the merger, Zhongke Shuguang will not have plans to increase or decrease its holdings in Shuguang Shuchuang over the next 12 months [1]

2025年6月6日，曙光数据基础设施创新技术（北京）股份有限公司（以下简 称"曙光数创"或"公司"）控股股东曙光信息产业（北京）有限公司（以下简 称"北京曙光信息"）的母公司曙光信息产业股份有限公司（以下简称"中科曙 光"）向公司出具《曙光数据基础设施创新技术（北京）股份有限公司简式权益 变动报告书》（以下简称"《简式权益变动报告书》"），海光信息技术股份有 限公司（以下简称"海光信息"）与中科曙光签署《换股吸收合并协议》，海光 信息拟以向中科曙光全体换股股东发行A股股票的方式换股吸收合并中科曙光。 本次换股吸收合并完成后，中科曙光将终止上市，海光信息将承继及承接中科曙 光的全部资产、负债、业务、人员、合同及其他一切权利与义务。 本次权益变动前，中科曙光通过北京曙光信息持有公司62.07%的股份。如本 次权益变动完成，公司控制权结构将发生变更，公司控股股东仍为北京曙光信息， 海光信息将间接持有公司62.07%的股份，因海光信息无实际控制人，本次权益变 动完成后公司无实际控制人。 海光信息换股吸收合并中科曙光事项尚需履行海光信息和中科曙光再次召 开董事会审议通过、海光信息和中科曙光股东（大）会审议通过、国家市场 ...

证券简称：曙光数创 证券代码：872808.BJ 曙光数据基础设施创新技术（北京）股份 有限公司 要约收购报告书摘要 上市公司名称：曙光数据基础设施创新技术（北京）股份有限公司 股票上市地点：北京证券交易所 股票简称：曙光数创 股票代码：872808.BJ 收购人名称：海光信息技术股份有限公司 住所：天津华苑产业区海泰西路 18 号北 2-204 工业孵化-3-8 通讯地址：北京市海淀区东北旺西路 8 号中关村软件园 27 号楼 C 座 4-5 层 签署日期：二〇二五年六月 曙光数据基础设施创新技术(北京)股份有限公司 要约收购报告书摘要 重要声明 本报告书摘要的目的仅为向社会公众投资者提供本次要约收购的简要情况， 投资者在做出是否预受要约的决定之前，应当仔细阅读要约收购报告书全文，并 以此作为投资决定的依据。 2025年6月6日，海光信息与中科曙光签署《换股吸收合并协议》，海光信息 以向中科曙光全体换股股东发行A股股票的方式换股吸收合并中科曙光。本次交 易完成后，中科曙光将终止上市，海光信息将承继及承接中科曙光的全部资产、 负债、业务、人员、合同及其他一切权利与义务。根据《证券法》和《收购管理 办法》的相关 ...

公司当前停牌事项类别为： 证券代码：872808 证券简称：曙光数创 公告编号：2025-039 曙光数据基础设施创新技术（北京）股份有限公司 股票复牌公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 误导性陈述或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连 带法律责任。 一、停牌情况概述 √重大事项 □向境内其他证券交易所申请股票转板 □未在规定期限内披露季度报告 □股票交易异常波动 □退市相关 □规定的其他停牌事项 □强制停牌事项 重大事项的具体内容是： □发行股份购买资产 √筹划控制权变动 □涉及要约收购 □涉及破产重整 停牌期间，公司于 2025 年 5 月 30 日披露了停牌进展公告。 二、停牌事项进展 海光信息以向中科曙光全体换股股东发行 A 股股票的方式换股吸收合并中 科曙光。海光信息为吸收合并方，中科曙光为被吸收合并方，即海光信息向中科 曙光的全体换股股东发行 A 股股票，交换该等股东所持有的中科曙光股票。本次 换股吸收合并完成后，中科曙光将终止上市，海光信息将承继及承接中科曙光的 全部资产、负债、业务、人员、合同及其他一切权利与义务。中科曙光与海光信 ...

曙光数据基础设施创新技术（北京）股份 有限公司 信息披露义务人：曙光信息产业股份有限公司 注册地址：天津市华苑产业区（环外）海泰华科大街 15 号 1-3 层 通讯地址：北京市海淀区东北旺西路 8 号院 36 号楼 股份变动性质：减少 签署日期：二〇二五年六月 1 信息披露义务人声明 本部分所述词语或简称与本报告书"释义"所述词语或简称具有相同含义。 简式权益变动报告书 上市公司名称：曙光数据基础设施创新技术（北京）股份有限公司 股票上市地点：北京证券交易所 股票简称：曙光数创 股票代码：872808.BJ | 信息披露义务人声明 | | 2 | | --- | --- | --- | | 目 录 | | 3 | | 第一节 | 释义 | 4 | | 第二节 | 信息披露义务人介绍 | 5 | | 第三节 | 权益变动的目的 | 7 | | 第四节 | 权益变动方式 | 8 | | 第五节 | 前六个月内买卖上市公司股票的情况 | 12 | | 第六节 | 其他重大事项 | 13 | | 第七节 | 备查文件 | 14 | | 信息披露义务人声明 | | 15 | | 简式权益变动报告书附表 | | 17 | ...