Market Overview - The market experienced a rebound, with the ChiNext Index rising over 2% and reaching a new three-year high [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.37 trillion, an increase of 443 billion compared to the previous trading day [1] - At the close, the Shanghai Composite Index fell by 0.01%, while the Shenzhen Component Index rose by 0.67%, and the ChiNext Index increased by 1.58% [1] Sector Performance - The speed of sector rotation accelerated, with multiple stocks hitting new highs during the session [1] - The AI sector continued to perform strongly, with stocks such as Inspur Information, Cambridge Technology, and Huagong Technology reaching their historical highs [1] - The energy storage sector also saw significant gains, with Sunshine Power and CATL achieving new historical highs [1] - The semiconductor industry chain was notably active, with Zhangjiang Hi-Tech, Tongfu Microelectronics, and Kaimetech all hitting new historical highs [1] Declining Sectors - The port and shipping sector experienced a collective decline, with Nanjing Port dropping over 9% at one point [1] - Sectors such as gaming, AI applications, and controllable nuclear fusion saw the largest gains, while the port and shipping, precious metals, and oil and gas sectors faced the largest declines [1]

今日A股市场震荡上行， 创业板指探底回升一度涨逾2%，续创3年多新高。 沪深两市成交额2.37万亿，较上一个交易日放量443亿。 盘面上 热点轮动速度加快，多只个股盘中创新高 。AI方向持续走强，浪潮信息、剑桥科技、华工科技涨停创历史新高，中科曙光、华勤技术大涨创 新高。储能板块震荡拉升， 阳光电源、宁德时代续创历史新高。 芯片产业链反复活跃，张江高科、通富微电、凯美特气盘中大涨创历史新高下跌方 面，港口航运板块集体下跌，南京港一度跌超9%。 68.00% 封板 41 触及 19 上证指数 创业板指 深证成指 -3853.30 -13445.90 -3235.76 -0.34 -0.01% +89.75 +0.67% +50.19 +1.58% 市场概况 2806 935 870 298 140 123 80 52 76 45 41 20 9 小于 大于 涨停 +8% +6% +4% +2% 0% -2% -4% -6% -8% 跌停 -8% +8% 下跌 3877家 上涨 1477家 持平 80家 涨停 52家 停牌 跌停 9家 8家 | 市场热度:25 0 | | | 两市成交额： 2.37万亿 较上一日 ...

Group 1 - The core point of the article highlights the significant stock price movements of various companies, with Inspur Information experiencing a surge and Ningbo Construction previously hitting the daily limit up [1] - Other companies such as Data Port, Runze Technology, Unisplendour, and Zhongke Shuguang also showed notable increases in their stock prices [1]

中科曙光成交额达100亿元，现涨6.93%。 ...

Group 1 - Alibaba officially announced a partnership with Nvidia for Physical AI at the 2025 Alibaba Cloud Conference, indicating a significant move in the AI sector [1] - The Ministry of Commerce and eight other departments issued guidelines to promote digital consumption, encouraging innovation in AI terminal products such as smartphones, computers, and wearable devices [1] - The AI sector showed strong performance, with the AI theme index rising significantly, reflecting a positive market sentiment towards AI investments [1] Group 2 - As of September 25, 2025, the CSI Artificial Intelligence Theme Index (930713) rose by 2.98%, with notable gains in constituent stocks such as Kunlun Wanwei (up 13.74%) and Inspur Information (up 9.99%) [2] - The AI Artificial Intelligence ETF (512930) increased by 3.12%, with a recent price of 2.25 yuan, and has seen a cumulative increase of 3.03% over the past week [2] - The management fee for the AI Artificial Intelligence ETF is 0.15%, and the custody fee is 0.05%, making it one of the lowest in comparable funds [2] Group 3 - As of August 29, 2025, the top ten weighted stocks in the CSI Artificial Intelligence Theme Index accounted for 60.82% of the index, with companies like Xinyi Technology and Cambricon leading the list [3] - The top ten stocks include Xinyi Technology (6.52%), Zhongji Xuchuang (6.71%), and Cambricon (6.45%), indicating a concentration of investment in these key players [5]

Group 1 - The core point of the news is the performance and market position of Zhongke Shuguang, which saw a stock price increase of 5.27% to 123.74 CNY per share, with a total market capitalization of 1810.46 billion CNY [1] - Zhongke Shuguang specializes in high-performance computing, general servers, and storage products, with 88.79% of its revenue coming from IT equipment, 11.15% from software development and system integration, and 0.06% from other services [1] - The company is located in Haidian District, Beijing, and was established on March 7, 2006, with its listing date on November 6, 2014 [1] Group 2 - The Taixin fund holds a significant position in Zhongke Shuguang, with the Taixin CSI 200 Index fund reducing its holdings to 1903 shares, representing 1.19% of the fund's net value [2] - The Taixin CSI 200 Index fund has a total asset size of 11.2169 million CNY and has achieved a year-to-date return of 23.2% [2] - The fund manager, Zhang Haitao, has been in position for 260 days, with the best fund return during his tenure being 25.6% [3]

Group 1 - Alibaba is actively promoting the construction of AI infrastructure with an investment of 380 billion and plans for additional funding [1] - The IPO of Moore Threads on the Sci-Tech Innovation Board is scheduled for September 26, with several GPU companies expected to initiate listings within the year [1] - Huawei's rotating chairman shared plans for the Ascend chip series, with the Ascend 950PR chip expected to launch in Q1 2026 and the Ascend 960 chip in Q4 2027 [1] Group 2 - The domestic AI industry chain is accelerating, with expectations for a spiral growth in large models, computing power, and applications [2] - The CSI Artificial Intelligence Theme Index (930713) has seen a strong increase of 1.79%, with notable gains in constituent stocks such as Lianqi Technology (up 7.53%) and iFlytek (up 6.47%) [2] - The AI Artificial Intelligence ETF (512930) has risen by 1.73%, with a recent price of 2.18 yuan, and has a management fee of 0.15%, the lowest among comparable funds [2] Group 3 - As of August 29, 2025, the top ten weighted stocks in the CSI Artificial Intelligence Theme Index account for 60.82% of the index, including companies like Xinyi Technology and Cambricon [3] - The top ten stocks by weight include Zhongji Xuchuang, Xinyi Technology, and iFlytek, with varying performance and weight percentages [4]

Core Viewpoint - The Information Technology ETF (159939) opened at a decline of 0.77%, priced at 0.908 yuan, indicating a negative market sentiment towards the technology sector [1] Group 1: ETF Performance - The Information Technology ETF (159939) has a performance benchmark of the CSI All Share Information Technology Index, managed by GF Fund Management Co., Ltd. [1] - Since its inception on January 8, 2015, the ETF has achieved a return of 82.60%, with a recent one-month return of 13.71% [1] Group 2: Major Holdings Performance - Key stocks within the ETF include: - Luxshare Precision: down 2.24% - SMIC: down 1.27% - BOE Technology Group: down 0.48% - Northern Huachuang: up 0.76% - Haiguang Information: up 0.52% - Cambrian: down 1.51% - iFlytek: down 0.77% - OmniVision Technologies: down 0.70% - Zhongke Shuguang: up 0.31% - Hikvision: down 0.36% [1]

| | | | 1. | 2025 | 年第三次临时股东大会会议议程 1 | | | --- | --- | --- | --- | | 2. | 2025 | 年第三次临时股东大会会议须知 3 | | | 3. | 议案一 | 关于取消监事会、修订《公司章程》并办理工商变更登记的议案 | . 4 | | 4. | 议案二 | 关于修订和制定部分公司治理制度的议案 | 5 | 曙光信息产业股份有限公司 2025 年第三次临时股东大会会议议程 现场会议时间：2025 年 10 月 9 日 14 点 00 分 网络投票时间：2025 年 10 月 9 日 9:15-9:25，9:30-11:30，13:00-15:00 现场会议地点：北京市海淀区中关村软件园 36 号楼会议室 会议议程： 一、主持人宣布会议开始并报告会议出席情况。 二、审议以下议案： | 序号 | 议案名称 | | --- | --- | | 非累积投票议案 | | | 1 | 关于取消监事会、修订《公司章程》并办理工商变更登记的议案 | | 2 | 关于修订和制定部分公司治理制度的议案 | | 2.01 | 关于修订《曙光信息产业股份有限公司股 ...

曙光信息产业股份有限公司 第五届董事会第二十四次会议决议公告 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法律责任。 证券代码：603019 证券简称：中科曙光 公告编号：2025-061 二、董事会会议审议情况 1. 审议通过《关于提请召开公司 2025 年第三次临时股东大会的议案》 表决结果：同意票 7 票，反对票 0 票，弃权票 0 票 同意公司于 2025 年 10 月 9 日召开 2025 年第三次临时股东大会。 具体内容详见上海证券交易所网站（http://www.sse.com.cn/）披露的《中科曙 光关于召开 2025 年第三次临时股东大会的通知》。 一、董事会会议召开情况 （一）本次会议的召开符合有关法律、行政法规、部门规章、规范性文件和公司 章程的规定。 （二）本次会议通知和材料已于 2025 年 9 月 18 日通过邮件发出。 （三）本次会议于2025年9月23日在公司会议室以现场结合通讯会议方式召开。 （四）本次会议应出席董事 7 人，实际出席董事 7 人。 （五）本次会议由董事历军主持，公司监事及高级管理人 ...