摩尔线程科创板IPO将于9月26日上会，A股方面，联美控股收盘三连板。据不完全统计，宏力达、和而 泰、瑞丰新材、华辰装备、中天科技、圣元环保、初灵信息、万和电气、联美控股、中科蓝讯、ST华 通和盈趣科技在内的12家A股上市公司在互动易上回复参股投资摩尔线程。其中，宏力达今日在互动平 台表示，公司作为有限合伙人认缴嘉兴久奕能元创业投资合伙企业（有限合伙）基金份额，截至目前久 奕能元持有摩尔线程智能科技（北京）股份有限公司0.77%股份，穿透计算后公司间接持有摩尔线程约 0.3%股份。 ...

本公司董事会及全体董事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、准确性和完整性承担个别及连带责任。 重要内容提示： 联美量子股份有限公司股票交易异常波动公告 联美量子股份有限公司（以下简称"公司"）股票于 2025 年 9 月 23 日、 2025 年 9 月 24 日连续 2 个交易日收盘价格涨幅偏离值累计超过 20%，根据《上 海证券交易所交易规则》有关规定，属于股票交易异常波动情形。且近五个交易 日，公司股票累计涨幅达到 44.14%，可能存在非理性交易行为。 经公司自查，并书面征询控股股东及实际控制人，截至本公告披露日， 公司不存在其他应披露而未披露的重大信息。 一、股票交易异常波动的具体情况 公司股票于 2025 年 9 月 23 日、2025 年 9 月 24 日连续 2 个交易日收盘价格 涨幅偏离值累计超过 20%。根据《上海证券交易所交易规则》的有关规定，属于 股票交易异常波动情形。 证券代码：600167 证券简称：联美控股 公告编号：2025-039 三、相关风险提示 （一）市场交易风险 公司股票交易于 2025 年 9 月 23 日、9 月 24 日 ...

Market Overview - The electricity sector increased by 0.72% compared to the previous trading day, with Xiexin Nengke leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Top Gainers in the Electricity Sector - Xiexin Nengke (002015) closed at 12.68, up 9.97% with a trading volume of 971,500 shares and a transaction value of 1.199 billion [1] - Lianmei Holdings (600167) also rose by 9.97% to close at 9.60, with a trading volume of 61,900 shares [1] - Jingyuntong (601908) saw an increase of 8.78%, closing at 4.46 with a trading volume of 2.8174 million shares [1] Other Notable Performers - ST Lingda (300125) increased by 5.40% to close at 8.39, with a trading volume of 114,500 shares [1] - Zitong Energy (001376) rose by 3.66% to close at 13.03, with a trading volume of 226,500 shares [1] - Jinfang Energy (001210) closed at 16.88, up 3.18% with a trading volume of 63,000 shares [1] Decliners in the Electricity Sector - Luxiao Technology (002617) decreased by 2.82% to close at 9.98, with a trading volume of 2.3908 million shares and a transaction value of 2.37 billion [2] - Nanjing Grid Energy (600995) fell by 1.58% to close at 12.47, with a trading volume of 562,900 shares [2] - Datang Power (166109) saw a decline of 1.45%, closing at 3.39 with a trading volume of 1.1091 million shares [2] Capital Flow Analysis - The electricity sector experienced a net outflow of 495 million from main funds, while retail funds saw a net inflow of 246 million [2] - The main funds' net inflow for Xiexin Nengke was 361 million, accounting for 30.06% of its trading volume [3] - Jingyuntong had a main fund net inflow of 157 million, representing 12.62% of its trading volume [3]

Market Performance - The three major A-share indices collectively rose, with the Shanghai Composite Index up 0.83%, the Shenzhen Component Index up 1.80%, and the ChiNext Index up 2.28%, reaching a three-year high [1] - The STAR 50 Index increased by 3.49%, and the North Exchange 50 Index rose by 2.03% [1] Trading Volume and Stock Performance - The total trading volume in the Shanghai, Shenzhen, and North exchanges was 23,471 billion yuan, a decrease of 1,713 billion yuan from the previous day [2] - Over 4,400 stocks rose, with nearly 90 stocks hitting the daily limit [2] - The chip industry chain continued its strong performance, with over 20 stocks hitting the daily limit, including Huasoft Technology with four consecutive limit-ups [2] - Robotics concept stocks surged, with multiple stocks like Haoneng Co. and Zhongchuang Zhiling also hitting the daily limit [2] - Alibaba Cloud concept stocks were active, with Hangang Co. hitting the daily limit [2] - Retail and tourism sectors experienced the largest declines [2] Market Trends and Outlook - Since the "924 market" last year, the Shanghai Composite Index has risen over 40%, the Shenzhen Component Index over 65%, and the ChiNext Index over 100% [3] - Huatai Securities noted that the positive feedback from the capital market is ongoing, with trading activity remaining high [3] - The outlook remains optimistic for the medium term, with a focus on balanced sector selection and the continuation of earnings momentum in Q3 [5] - Long-term views favor technology growth sectors, particularly AI computing, Hong Kong innovative drugs, and military industry [5] - Concerns about short-term market sentiment cooling may lead to fluctuations, but the potential for a steady upward trend remains [5] - Citic Securities warns of potential short-term corrections due to high emotional indices, suggesting that September's performance will be a key reference for future trends [5]

Core Viewpoint - Lianmei Holdings has experienced a significant stock price increase, achieving three consecutive daily limit-ups, with a total rise of 32.96% during this period [2]. Stock Performance - As of September 23, the stock price reached 9.60 yuan, with a turnover rate of 0.03% and a trading volume of 785,600 shares, amounting to 7.54 million yuan in transaction value [2]. - The stock's limit-up order amount reached 1.11 billion yuan [2]. - The total market capitalization of Lianmei Holdings is now 21.72 billion yuan [2]. Margin Trading Data - As of September 23, the margin trading balance for the stock is 712 million yuan, with a financing balance of 711 million yuan, reflecting a decrease of 6.37 million yuan or 0.89% from the previous trading day [2]. - Over the past three days, the margin trading balance has decreased by 14.08 million yuan, representing a 1.94% decline [2]. Institutional Trading Activity - The stock has appeared on the Dragon and Tiger list due to a cumulative price deviation of 20% over three trading days [2]. - Institutional investors have net sold 18.76 million yuan, while the Shanghai Stock Connect has seen a cumulative net sell of 10.60 million yuan [2]. - Total net buying from brokerage seats amounts to 19.08 million yuan [2]. Financial Performance - In the first half of the year, Lianmei Holdings reported operating revenue of 1.898 billion yuan, a year-on-year decrease of 2.65% [2]. - The net profit for the same period was 525 million yuan, reflecting a year-on-year increase of 9.87% [2]. - The basic earnings per share are 0.2358 yuan, with a weighted average return on equity of 4.75% [2]. Company Background - Lianmei Quantum Co., Ltd. was established on January 25, 1999, with a registered capital of 2.26284 billion yuan [2].

每经AI快讯，9月24日，联美控股涨停走出3连板，3天累计涨幅达32.96%。 （文章来源：每日经济新闻） ...

Group 1 - The core point of the news is that Moores Threads is accelerating its IPO process on the Sci-Tech Innovation Board, with plans to raise 8 billion yuan for the development of AI chips and graphics processors [1] - Moores Threads is recognized as a domestic technology company that has achieved full-function GPU independent research and development, often referred to as the "Chinese version of Nvidia" [1] - The Shanghai Stock Exchange's listing review committee is scheduled to review Moores Threads' IPO on September 26, 2025 [1] Group 2 - Following the announcement of Moores Threads' IPO, related stocks such as Heertai and Lianmei Holdings have seen significant price increases, with Heertai's stock experiencing a "4 days 3 boards" trend [2][5] - Heertai holds a 1.03% stake in Moores Threads, while Zhongke Lanyun holds 0.34% directly and 0.17% indirectly, totaling 0.50% [4] - The market has seen a surge in "Moores Threads concept" stocks, with several companies benefiting from the hype surrounding the IPO [3] Group 3 - Heertai reported a revenue of 5.446 billion yuan in the first half of the year, a year-on-year increase of 19.21%, and a net profit of 354 million yuan, up 78.65% [5] - Heertai's Zhuhai base is said to handle over 30% of Moores Threads' GPU module orders, indicating a significant business relationship [5] - Other companies with indirect stakes in Moores Threads, such as Lianmei Holdings and Chuling Information, have also seen their stock prices rise, despite their low ownership percentages [7][8] Group 4 - There are concerns regarding the sustainability of the hype around Moores Threads, as the company is still in its development phase and faces high technical barriers in GPU independent research and development [8] - Moores Threads is projected to have net losses of 1.84 billion yuan, 1.673 billion yuan, and 1.492 billion yuan from 2022 to 2024 [8] - Some companies have clarified their non-involvement with Moores Threads, indicating a need for caution regarding the perceived connections in the market [9]

Core Viewpoint - The news highlights the strong market performance of companies associated with Moores Threads, driven by the accelerated IPO process of Moores Threads, which is recognized as a domestic leader in GPU development, aiming to raise 8 billion yuan for AI chip research and development [1][4]. Group 1: Market Performance - Companies such as Heertai and Lianmei Holdings have seen their stock prices surge, with Heertai reaching a price of 55.19 yuan and a market capitalization of 51.04 billion yuan, while Lianmei Holdings hit 8.73 yuan with a market cap of 19.75 billion yuan [1]. - Heertai's stock has shown a "4 days 3 boards" trend, indicating significant investor interest following the news of Moores Threads' IPO [4]. Group 2: Company Relationships - Heertai holds a 1.03% direct stake in Moores Threads, while Zhongke Lanyun holds 0.50% of the company, indicating a limited but notable direct investment landscape [3]. - Heertai's Zhuhai base is reportedly handling over 30% of Moores Threads' GPU module orders, suggesting a potential operational relationship despite previous statements indicating no current business collaboration [4]. Group 3: Investment Landscape - The indirect investment network in Moores Threads is extensive, with companies like Lianmei Holdings and Chuling Information also experiencing stock price increases due to their indirect stakes [5]. - Lianmei Holdings has invested 100 million yuan in Moores Threads through its subsidiary, while Chuling Information holds a 1.08% stake in a fund that owns 2.12% of Moores Threads [5]. Group 4: Market Sentiment and Clarifications - The surge in Moores Threads concept stocks has led to some companies clarifying their non-involvement, such as Zhangjiang Hi-Tech and Yinxin Technology, which denied any direct investment or strategic partnerships with Moores Threads [6].

作为国内实现全功能GPU（图形处理器）自主研发的科技企业，摩尔线程被誉为"中国版英伟达"。公司此次拟募集资金80亿元，将重点投向新一代AI（人 工智能）训推一体芯片、图形芯片及AI SoC芯片的研发。 每经记者｜王晶 每经编辑｜何小桃 陈俊杰 9月23日，摩尔线程概念继续强势，和而泰（SZ002402，股价55.19元，市值510.4亿元）、联美控股（SH600167，股价8.73元，市值197.5亿元）涨停，初 灵信息（SZ300250，股价26.29元，市值56.28亿元）同样涨停。 消息面上，摩尔线程科创板IPO进程正加速推进。上交所官网显示，上交所上市审核委员会定于9月26日召开2025年第40次上市审核委员会审议会议，审 议摩尔线程的首发事项。 自摩尔线程启动科创板IPO以来，参股该公司的多家上市公司备受市场关注。其中，直接参股公司有和而泰、中科蓝讯等；间接参股公司有联美控股、初 灵信息、长飞光纤等。从市场表现来看，近日已经掀起一股"摩尔线程概念"炒作热潮。 摩尔线程官网截图 和而泰四天三板 在摩尔线程股东结构中，和而泰、中科蓝讯等是A股中少数直接参股的公司。其中，和而泰持股1.03%，中科蓝讯直接 ...

证券代码：600167 证券简称：联美控股 公告编号：2025-038 联美量子股份有限公司股票交易风险提示公告 本公司董事会及全体董事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、准确性和完整性承担个别及连带责任。 公司股票于 2025 年 9 月 18 日、2025 年 9 月 19 日、2025 年 9 月 22 日连续 3 个交易日收盘价格涨幅偏离值累计超过 20%。根据《上海证券交易所交易规则》 的有关规定，属于股票交易异常波动情形。公司已于 2025 年 9 月 23 日披露了《联 美量子股份有限公司股票交易异常波动公告》，9 月 23 日，公司股票再次涨停。 现将相关风险提示如下： 一、相关风险提示 （一）公司生产经营情况未发生重大变化 截至本公告日，公司主营业务、生产经营情况以及经营环境与前期披露的信 息相比未发生重大变化，不存在应披露而未披露的重大信息。 （二）二级市场交易风险 公司股票自2025年9月18日以来，累计涨幅达到31.08%，且在 9 月 22 日、 9 月 23 日连续两个交易日以涨停价收盘，公司股票剔除大盘和板块整体影响后 的实际波动幅度较 ...