Group 1 - The strategic restructuring between Shuguang Information Industry Co., Ltd. and Haiguang Information Technology Co., Ltd. aims to complement each other's industrial chains and significantly impact the information industry landscape [1][2] - Haiguang Information will absorb and merge with Shuguang through a share exchange, with A-shares of both companies suspended from trading starting May 26, 2023, for a period not exceeding 10 trading days [1] - This transaction marks the first absorption merger following the revision of the "Major Asset Restructuring Management Measures for Listed Companies" on May 16, 2023, which introduced simplified review procedures and clarified lock-up period requirements [1] Group 2 - Under the ongoing policy push, the capital market is experiencing accelerated vitality, with the number of mergers and acquisitions in the Sci-Tech Innovation Board surpassing the total from 2019 to May 2023 [2] - Since the implementation of the "Eight Measures for the Sci-Tech Innovation Board," there have been 102 new merger and acquisition projects totaling over 26 billion yuan, with 40 disclosed in 2024 alone [2] - The merger will enhance Shuguang's system integration capabilities, promoting the large-scale application of domestic chips in key industries such as government, finance, communication, and energy [2][3] Group 3 - The merger will lead to a deep integration of resources between the two companies, focusing on R&D, supply chain, and market sales, thereby enhancing competitiveness in high-end chip and solution development [3] - This restructuring aligns with the global trend of industrial chain extension and aims to strengthen the domestic computing power industry while advancing the localization process [3] - The merger represents a beneficial attempt to address weaknesses and enhance strengths within China's computing power industry, potentially leading to rapid growth and higher development stages for the companies involved [3]

Core Viewpoint - The unexpected merger between Zhongke Shuguang and Haiguang Information aims to enhance resource allocation and synergy in the AI-related computing and chip sectors, aligning with national strategic directions [1][5]. Group 1: Merger Announcement - Haiguang Information announced plans to absorb Zhongke Shuguang through a share swap and issue A-shares to raise supporting funds [2][3]. - Both companies are closely related, with shared ownership and control by the Chinese Academy of Sciences [1][5]. Group 2: Industry Impact - The merger is expected to optimize the entire industry chain from chip design (Haiguang) to server hardware and cloud computing (Zhongke Shuguang), enhancing the competitiveness in high-performance computing and AI [5][6]. - The combined entity will likely increase profitability and improve R&D and market expansion capabilities, supporting China's strategy for domestic technology independence [5][6]. Group 3: Policy Context - This merger represents a significant restructuring within the Sci-Tech Innovation Board and Main Board, potentially setting a precedent for future mergers [6]. - The recent revision of the "Major Asset Restructuring Management Measures" by the China Securities Regulatory Commission may lead to an increase in similar restructuring activities [6]. Group 4: Investment Recommendations - Investors are advised to focus on three main lines of domestic computing power: the Haiguang ecosystem, Huawei ecosystem, and independent technology sectors, as well as leading companies suitable for mergers and acquisitions [7].

Group 1 - A total of 25 A-share listed companies disclosed merger and acquisition announcements during the week of May 19 to May 25 [1] - Haiguang Information and Zhongke Shuguang announced plans for a stock swap merger, with Haiguang Information issuing A-shares to all A-share shareholders of Zhongke Shuguang [1] - Both companies' A-shares will be suspended from trading starting May 26, with the suspension expected to last no more than 10 trading days [1] Group 2 - Northern Long Dragon plans to acquire Henan Zhongsheng's equity and related financing, leading to stock suspension [2] - Dike Co., Ltd. intends to acquire 60% of Zhejiang Sute for 696 million yuan, gaining control of the Solamet® photovoltaic silver paste business [2] - China Shenhua plans to acquire 7.43% of the National Energy Group Financial Company for 2.929 billion yuan [2] Group 3 - Yunnan Copper intends to purchase 40% of Liangshan Mining's shares, with stock resuming trading on May 26 [2] - Riyi Electronics plans to acquire 20% of its subsidiary Changzhou Huichang Sensor Co., Ltd. [2] - Hongming Co., Ltd. intends to acquire 83% of Shenzhen Chisu for 151 million yuan, which is expected to constitute a major asset restructuring [2]

申请入围"中国IC独角兽" 成立日期:2014年 10月 24 日 注册资本:232,433.8091 万元人民币 半导体高质量发展创新成果征集 5月25日消息，海光信息与中科曙光双双公告，海光信息拟向中科曙光全体A股换股股东发行A股股票，换股吸收合并中科曙光，同时发行A 股股票募集配套资金 。 双方已签署《吸收合并意向协议》。因事项存在不确定性，为防股价异常波动，两家公司A股股票于5月26日开市起停牌，预计不超10个交 易日，重组实施尚需经双方内部决策及监管机构批准。 相关公告并申请公司股票复牌。敬请广大投资者关注后续公告,并注意投资风险。 二、本次重组的基本情况 (一)吸并方的基本情况 公司名称:海光信息技术股份有限公司 统一社会信用代码:911201163004788158 法定代表人:沙超群 住所:天津华苑产业区海泰西路 18 号北 2-204 工业孵化-3-8 公司类型:股份有限公司(上市) 经营范围:集成电路、电子信息、软件技术开发、咨询、服务、转让;批发 和零售业:计算机系统集成:物业管理;货物及技术进出口业务。(依法须经批准 的项目,经相关部门批准后方可开展经营活动) (二)被吸并方的基本情况 ...

Group 1 - Shuguang Information Industry Co., Ltd. and Haiguang Information Technology Co., Ltd. announced a strategic restructuring through a share swap merger, with trading of their A-shares suspended starting May 26 for up to 10 trading days [2] - The merger aims to optimize the industrial layout from chips to software and systems, leveraging high-quality resources across the information industry chain to enhance the leading role of major enterprises [2] - This transaction marks the first absorption merger following the revision of the Major Asset Restructuring Management Measures on May 16 [2] Group 2 - The new policies encourage absorption mergers, focusing on enhancing the integration of listed companies within the industry chain, particularly for leading companies [3] - The revised Major Asset Restructuring Management Measures established a simplified review process for absorption mergers, aiming to unlock transaction potential [4] - Since the introduction of the "Science and Technology Innovation Board Eight Articles," there have been 102 new merger transactions on the Sci-Tech Innovation Board, with disclosed transaction amounts exceeding 26 billion [4]

Core Viewpoint - The merger between Haiguang Information and Zhongke Shuguang represents a significant move in the domestic information industry, aiming to optimize the industrial layout from chips to software and systems, aligning with global trends in the technology sector [8][10]. Group 1: Merger Announcement - Haiguang Information and Zhongke Shuguang announced a stock swap merger, with Haiguang Information issuing A-shares to absorb Zhongke Shuguang, and both companies' A-shares will be suspended from trading starting May 26 [1][2]. - This transaction marks the first absorption merger following the revision of the "Major Asset Restructuring Management Measures" on May 16 [2]. Group 2: Industry Context - Zhongke Shuguang is a leading player in high-end computing, storage, and cloud computing, while Haiguang Information focuses on domestic architecture CPUs and core chip design [8]. - The integration is expected to enhance the synergy across the information industry chain, promoting a stronger and more complete industrial ecosystem [8]. Group 3: Policy Support - Recent policies encourage absorption mergers, with the "National Nine Articles" and "Science and Technology Innovation Board Eight Articles" supporting major companies in consolidating their industry chain [10]. - Since the release of the "Science and Technology Innovation Board Eight Articles," there have been 102 new merger transactions with a total disclosed amount exceeding 26 billion [10].

Suspension and Resumption - Yunnan Copper plans to acquire 40% stake in Liangshan Mining, stock will resume trading tomorrow [1] - North China Longyuan is planning to acquire control of Henan Zhongsheng and related financing, stock is suspended [1] - Haiguang Information intends to merge with Zhongke Shuguang through a share swap, stock will be suspended starting tomorrow [1] - Zhongke Shuguang will be suspended as Haiguang Information plans to merge with it through a share swap [1] Mergers and Acquisitions - Zhongjin Gold's controlling shareholder is planning to inject four companies including Inner Mongolia Jintao into the company [2] - Dike Co. intends to acquire 60% stake in Zhejiang Suote for 696 million yuan, gaining control of the former DuPont Group's Solamet® photovoltaic silver paste business [3] - Fuchuang Precision has completed the acquisition of 64.42% stake in Zhejiang Puxin and is participating in the bidding for state-owned shares [3] Equity Transfer - Maixinlin's Hangfei Investment and Hangmai Investment plan to transfer 3.7941 million shares, accounting for 2.61% of total share capital [4] - Shenghong Technology's controlling shareholder plans to transfer 25.7293 million shares [5] - Hengfeng Information's controlling shareholder and actual controller have terminated the agreement to transfer part of the company's shares [6] External Investment and Daily Operations - Runyang Technology plans to invest up to 300 million yuan in Fourier Intelligent through capital increase, with a pre-investment valuation of 8 billion yuan [7] - Ruishun Technology's subsidiary plans to establish a joint venture in Malaysia to provide solutions in robotics, machine vision, and intelligent manufacturing systems [7] - Continental Oil & Gas expects to invest approximately 848 million USD in the South Basra integrated project in Iraq [8] - China Communication Signal has won a total of 11 important projects, with a total bid amount of approximately 3.789 billion yuan, accounting for 11.67% of the company's audited revenue for 2024 [8] - Weir Shares plans to issue H-shares and list on the main board of the Hong Kong Stock Exchange [8] - China Shenhua plans to acquire 7.43% stake in a financial company for 2.929 billion yuan [9] - Chengdi Xiangjiang's consortium is expected to win the bid for the construction project of the data center power system for China Mobile Zhejiang [10] - Watson Bio has signed an exclusive sublicensing agreement with Notitia, granting rights for exclusive development, manufacturing, and commercialization in mainland China, Hong Kong, and Macau [10]

证券代码：603019 证券简称：中科曙光 公告编号：2025-036 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。 重要内容提示： | 证券代码 | 证券简称 | 停复牌类型 | | 停牌起始日 | 停牌期间 | 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603019 | 中科曙光 | A 股 | 停牌 | 2025/5/26 | | | | 一、停牌事由和工作安排 为抢抓信息技术产业发展新机遇，促进产业链整合和高质量发展，曙光信息 产业股份有限公司（以下简称"公司"或"中科曙光"）与海光信息技术股份有限 公司（以下简称"海光信息"）正在筹划由海光信息通过向公司全体 A 股换股股东 发行 A 股股票的方式换股吸收合并中科曙光（以下简称"本次合并"）并发行 A 股 股票募集配套资金（以下简称"本次重组"）。鉴于上述事项存在重大不确定性， 为保证公平信息披露，维护投资者利益，避免造成公司股价异常波动，根据上海 证券交易所的相关规定，经公司 ...

中科曙光公告，海光信息技术股份有限公司筹划通过换股方式吸收合并中科曙光，并发行A股股票募集 配套资金。公司A股股票自2025年5月26日起停牌，预计停牌时间不超过10个交易日。 ...

Core Viewpoint - The CSI Computer Theme Index has experienced a decline, reflecting the overall performance of listed companies in the computer sector, with significant drops over various time frames [2][3]. Group 1: Index Performance - The CSI Computer Theme Index opened lower and fell by 1.7%, closing at 6604.0 points with a trading volume of 24.895 billion yuan [1]. - Over the past month, the index has decreased by 0.61%, while it has dropped by 19.82% over the last three months and 2.42% year-to-date [2]. Group 2: Index Composition - The index includes companies involved in information technology services, application software, system software, and computer hardware, with a base date of December 31, 2004, set at 1000.0 points [2]. - The top ten weighted companies in the index are Hikvision (8.06%), Zhongke Shuguang (7.01%), iFlytek (6.59%), Kingsoft Office (5.0%), Unisplendour (4.2%), Tonghuashun (4.17%), Inspur Information (3.88%), Runhe Software (3.17%), Hengsheng Electronics (2.99%), and 360 (2.71%) [2]. Group 3: Market and Sector Breakdown - The index's holdings are primarily listed on the Shenzhen Stock Exchange (67.73%) and the Shanghai Stock Exchange (32.27%) [2]. - In terms of industry composition, information technology accounts for 90.69% of the index, while communication services make up 9.31% [3]. Group 4: Index Adjustment and Fund Tracking - The index samples are adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [3]. - Public funds tracking the CSI Computer Index include Tianhong CSI Computer Theme ETF Link A, Tianhong CSI Computer Theme ETF Link C, Guotai CSI Computer Theme ETF Link C, and others [3].