再融资新政后沪市首单可转债预案出炉。 2月9日，沪深北交易所宣布优化再融资一揽子措施。同日晚间，曙光信息产业股份有限公司(以下简 称"中科曙光（603019）")公告称，向不特定对象发行可转换公司债券，拟募集资金总额不超过80亿 元。 中科曙光作为沪市主板上市公司，此次可转债预案的顺利推进对后续再融资新政落地具有示范意义。 业内人士认为，近年来，主板公司主动跟进前沿科技研发，产业不断转型升级，从目前主板上市公司行 业分布来看，涉及新一代信息技术、高端装备制造、生物医药、新材料等战略性新兴产业领域，已集聚 一批具有核心技术能力的上市公司。此类公司具有固定资产占比较低，无形资产比重较高，研发费用持 续投入且占营业收入比例显著高于行业平均水平等特征，其经营发展、转型升级与技术迭代、产品创新 密切相关，需要长期、大量、稳定的资金支持以满足研发需求。 此外，上交所推出一揽子改革举措，在提升制度包容性、适应性的同时，也对加强再融资全流程监管做 了安排。在前端，加强预案把关，上市公司存在财务造假、资金占用等重大违法行为或公司治理出现重 大异常，影响发行条件的，禁止披露再融资预案，旨在进一步提高上市公司违法违规的成本，减少" ...

登录新浪财经APP 搜索【信披】查看更多考评等级 公告称，根据相关法律法规及公司章程的规定，本次提交董事会审议的向不特定对象发行可转换公司债 券预案相关事宜尚需提交公司股东会审议批准。鉴于公司本次向不特定对象发行可转换公司债券的相关 工作尚在进行中，公司董事会决定暂不召开股东会审议相关事项。待相关工作完成后，再行提请召开股 东会审议。 2月9日晚间，曙光信息产业股份有限公司（中科曙光，603019）公告称，拟发行可转债募集资金总额不 超过80亿元（含），这是再融资新政发布后沪市首单出炉的再融资预案。 | 序号 | 项目名称 | 投资总额 | 拟投入募集资金 | | --- | --- | --- | --- | | -1 | 面向人工智能的先进算力集群系统项目 | 350,000.00 | 350,000.00 | | 2 | 下一代高性能 AI 训推一体机项目 | 250,000.00 | 250,000.00 | | 3 | 国产化先进存储系统项目 | 200,000.00 | 200,000.00 | | | 合计 | 800,000.00 | 800,000.00 | "此次再融资，有利于公司把握人工 ...

Group 1 - Tesla's Elon Musk announced that SpaceX is shifting focus to building a "self-sustaining city" on the Moon, with plans to initiate a Mars colonization project within the next 5-7 years [2] - Alphabet raised $20 billion through a bond issuance, exceeding the initial target of $15 billion, with over $100 billion in subscription orders [2] - TSMC plans to increase its investment in the Kumamoto plant in Japan to $17 billion for mass production of 3nm technology, marking a significant step in the semiconductor supply chain and geopolitical landscape [2] Group 2 - OpenAI's CEO Sam Altman reported strong growth, with ChatGPT's monthly growth rate surpassing 10%, and the launch of the new Codex model GPT-5.3-Codex [2][3] - Alibaba revealed its new model Qwen3.5, which features a novel mixed attention mechanism and is likely to be a vision-language model [3] Group 3 - Pop Mart aims to sell over 400 million products globally by 2025, with the THE MONSTERS product line expected to exceed 100 million units [5] - Zhongke Shuguang plans to raise up to 800 million RMB through convertible bonds for AI-related projects, including advanced computing systems and next-generation AI training machines [5] - 16 companies, including Meituan and JD, are receiving guidance from government departments to improve labor management and protect workers' rights [6] Group 4 - Nvidia's CEO Jensen Huang stated that AI infrastructure capital expenditures could exceed $600 billion by 2026 due to strong demand for computing power [8] - Apple's CEO Tim Cook emphasized that AI will be a core pillar for the future, acknowledging user feedback issues with Apple Intelligence [8] - Amazon's Q4 results showed increased capital expenditures impacting short-term profits, but AWS continues to grow strongly [9]

Group 1 - Xi Jinping emphasized the importance of technological self-reliance for building a modern socialist country during his visit to the National Innovation Park in Beijing, where he observed advancements in AI and robotics [1] - The Shanghai, Shenzhen, and Beijing stock exchanges announced a package of measures to optimize refinancing processes for high-quality listed companies, aiming to enhance refinancing efficiency [2] - The Ministry of Commerce plans to implement a vehicle trade-in program by 2026 to boost automotive consumption, alongside other reforms in the automotive circulation sector [3] Group 2 - Zhongke Shuguang announced plans to issue convertible bonds to raise up to 8 billion yuan for advanced computing cluster projects focused on AI [5] - Efort plans to acquire 100% of Shengpu shares, with stock resuming trading on February 10; Hainan Mining intends to acquire 69.9% of Fengrui Fluorine Industry shares, also resuming trading [6] - Jinhui shares announced a 210 million yuan acquisition of 100% of Fusheng Mining, which holds a gold mining license with an annual production capacity of 50,000 tons [6] Group 3 - Mengguli announced an investment of 929 million yuan to build a project for producing 30,000 tons of lithium-ion battery cathode materials annually [7] - Yuanjie Technology plans to invest 1.251 billion yuan in the second phase of a semiconductor chip and device R&D production base, focusing on high-speed optical chips [7] - Cuihua Jewelry is under investigation by the CSRC for suspected violations of information disclosure regulations [8] Group 4 - The transportation regulatory office conducted a meeting with Gaode Dache, highlighting issues such as inadequate management of partner ride-hailing platforms and improper emergency responses [13] - The U.S. stock market saw gains, with major indices rising, particularly Oracle, which increased by over 9% [14] - COMEX gold futures rose by 2.1% to $5084.2 per ounce, while silver futures increased by 8% to $83.05 per ounce [15]

【#中科曙光拟发行可转债募资不超80亿元# 用于面向人工智能的先进算力集群系统项目等】中科曙光 公告称，本次向不特定对象发行可转债拟募集资金总额不超过人民币80亿元（含本数），募集资金总额 扣除发行费用后用于面向人工智能的先进算力集群系统项目、下一代高性能AI训推一体机项目和国产 化先进存储系统项目。(智通财经） ...

Core Viewpoint - The company, Zhongke Shuguang, is raising up to 8 billion yuan through convertible bonds to fund advanced AI computing projects, marking a significant step in the domestic AI infrastructure development [2][5]. Group 1: Investment Projects - The advanced computing cluster system project for AI will receive an investment of 3.5 billion yuan, focusing on developing next-generation hardware systems and unified management of various computing hardware [3][5]. - The next-generation high-performance AI training and inference machine project will be allocated 2.5 billion yuan, consisting of four main modules aimed at integrating AI technology into the real economy [3][5]. - The domestic advanced storage system project will invest 2 billion yuan, based on domestic processor chips and core components [3][5]. Group 2: Strategic Importance - The refinancing initiative is expected to help the company leverage the latest trends in the AI industry, enhancing its technological and product leadership in the computing infrastructure sector [5][6]. - The company aims to accelerate the localization process in computing infrastructure, achieving high-level technological self-reliance and building a competitive edge in domestic computing capabilities [5][6]. Group 3: Recent Developments - Recently, the company launched the largest domestic AI computing pool, with three sets of supercomputing systems going live, marking a significant breakthrough in the practical application of domestic AI computing infrastructure [6][8]. - The company introduced the world's first single-cabinet 640-card super node, scaleX640, which is designed to lower the barriers for AI cluster development and promote a new ecosystem for computing that is both autonomous and open [8].

本次发行事项募集资金总额扣除发行费用后用于面向人工智能的先进算力集群系统项目、下一代高性能 AI训推一体机项目、国产化先进存储系统项目。 智通财经APP讯，中科曙光(603019.SH)披露向不特定对象发行可转换公司债券预案，公司拟发行可转 债募集资金总额不超过80亿元(含本数)，初始转股价格不低于募集说明书公告日前二十个交易日公司股 票交易均价和前一个交易日公司股票交易均价。 ...

本次发行事项募集资金总额扣除发行费用后用于面向人工智能的先进算力集群系统项目、下一代高性能 AI训推一体机项目、国产化先进存储系统项目。 中科曙光（603019）(603019.SH)披露向不特定对象发行可转换公司债券预案，公司拟发行可转债募集 资金总额不超过80亿元(含本数)，初始转股价格不低于募集说明书公告日前二十个交易日公司股票交易 均价和前一个交易日公司股票交易均价。 ...

二、最近五年被证券交易所采取监管措施及整改情况 公司最近五年不存在被证券监管部门和交易所采取监管措施的情形，不涉及 整改情况。 特此公告。 证券代码：603019 证券简称：中科曙光 公告编号：2026-005 曙光信息产业股份有限公司 关于最近五年未被证券监管部门和交易所 采取监管措施处罚情况的公告 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。 曙光信息产业股份有限公司（以下简称"公司"）自上市以来，严格按照《中 华人民共和国公司法》《中华人民共和国证券法》《上海证券交易所股票上市规则》 等相关法律法规及《公司章程》的要求，致力于完善公司治理结构，建立健全公 司内部控制制度，促进公司规范运作并不断提高质量，保护公司和投资者的合法 权益，保障公司持续、稳定、健康发展。 鉴于公司拟向不特定对象发行可转换公司债券，根据相关要求，为保障投资 者知情权，维护投资者利益，公司对最近五年是否被证券监管部门和交易所采取 处罚或监管措施的情况进行自查，并公告如下： 一、最近五年被证券监管部门采取监管措施及整改情况 公司最近五年不存在被证券监 ...

证券代码：603019 证券简称：中科曙光 公告编号：2026-006 曙光信息产业股份有限公司 关于无需编制前次募集资金使用情况报告的公告 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。 根据中国证券监督管理委员会（以下简称"中国证监会"）《监管规则适用指 引—发行类第 7 号》的有关规定："前次募集资金使用情况报告对前次募集资金 到账时间距今未满五个会计年度的历次募集资金实际使用情况进行说明，一般以 年度末作为报告出具基准日，如截止最近一期末募集资金使用发生实质性变化， 发行人也可提供截止最近一期末经鉴证的前募报告"。 经中国证监会出具的《关于核准曙光信息产业股份有限公司非公开发行股票 的批复》（证监许可[2020]1863 号）核准，公司于 2020 年向特定对象非公开发行 人民币普通股（A 股）148,678,071 股，发行价格 32.15 元/股，募集资金总额人 民币 4,779,999,982.65 元，扣除发行费用后，募集资金净额为 4,751,218,210.89 元。 2026 年 2 月 10 日 1 前 ...