智通财经APP讯，恒为科技(603496.SH)发布公告，因自身资金需求，添橙基金拟计划自公告之日起15 个交易日后的3个月内(2025年8月22日-2025年11月21日，下同)，通过集中竞价方式和大宗交易方式合计 减持不超过600万股，即不超过公司总股本的1.8738%。 ...

每经AI快讯，恒为科技（SH 603496，收盘价：29.01元）7月30日晚间发布公告称，截至本公告日，恒 为科技（上海）股份有限公司控股股东沈振宇、胡德勇、王翔的一致行动人添橙MAD恩慧1号私募证券 投资基金持有公司无限售流通股600万股，占公司总股本的1.8738%。因自身资金需求，添橙基金拟计 划自公告之日起15个交易日后的3个月内（2025年8月22日至2025年11月21日期间，下同），通过集中竞 价方式和大宗交易方式合计减持不超过600万股，即不超过公司总股本的1.8738%。 每经头条（nbdtoutiao）——装个"AI脑"售价飙十倍！马斯克已下场，阿里、美团等大厂前高管正涌 入，这个万亿级赛道火了 2024年1至12月份，恒为科技的营业收入构成为：嵌入式与融合计算平台占比66.08%，网络可视化基础 架构占比33.85%，其他占比0.23%，其他业务占比-0.17%。 （记者 曾健辉） 截至发稿，恒为科技市值为93亿元。 ...

截至本公告日，恒为科技（上海）股份有限公司（以下简称"公司"或"本 公司"）控股股东沈振宇、胡德勇、王翔的一致行动人添橙 MAD 恩慧 1 号私募 证券投资基金（以下简称"添橙基金"）持有本公司无限售流通股 6,000,000 股， 占公司总股本的 1.8738%。 减持计划的主要内容 证券代码：603496 证券简称：恒为科技 公告编号：2025-037 恒为科技（上海）股份有限公司 股东减持股份计划公告 本公司董事会、全体董事及相关股东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： 股东基本情况 因自身资金需求，添橙基金拟计划自公告之日起 15 个交易日后的 3 个月内 （2025 年 8 月 22 日-2025 年 11 月 21 日，下同），通过集中竞价方式和大宗交易 方式合计减持不超过 6,000,000 股，即不超过公司总股本的 1.8738%。若公司于 拟减持期间有送股、资本公积金转增股本等股份变动事项，添橙基金将对拟减持 股份数量进行相应调整。 | 股东名称 | 添橙 MAD 号私募证券投资基金 | 恩慧 1 | | ...

每经AI快讯，7月30日，恒为科技(603496.SH)公告称，因自身资金需求，添橙基金拟计划自公告之日起 15个交易日后的3个月内(2025年8月22日-2025年11月21日)，通过集中竞价方式和大宗交易方式合计减持 不超过6,000,000股，即不超过公司总股本的1.8738%。 ...

恒为科技公告，股东添橙MAD恩慧1号私募证券投资基金持有公司600万股，占1.8738%；因资金需求， 计划自2025年8月22日至2025年11月21日，通过集中竞价和大宗交易方式合计减持不超600万股，不超 1.8738%。 ...

Investment Rating - The report maintains an investment rating of "Outperform the Market - A" [5] Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) showcased significant advancements in AI technology, particularly in computing power, algorithms, and applications, indicating a robust growth trajectory for the industry [12][60] - Domestic manufacturers are progressively enhancing their chip performance from inference to training, emphasizing ecosystem support and application scenarios [13][60] - The report highlights the emergence of quantum computing as a disruptive innovation in the computing power industry, with potential for exponential growth in computational capabilities [38][39] Summary by Sections 1. Industry Overview - The WAIC 2025 featured over 800 companies and more than 3000 cutting-edge exhibits, marking the largest scale in its history [12] - The conference focused on AI technology frontiers, industry trends, and global governance practices [12] 2. Computing Power - Domestic chip manufacturers are evolving from inference-focused AI chips to high-performance training chips, showcasing various industry applications [13] - The report notes the importance of supernodes, integrated machines, and liquid cooling solutions as key trends in the future of domestic AI computing power [18][19] 3. Algorithms - The evolution of large models is highlighted, with a shift towards multi-modal capabilities and the integration of deep reasoning and thinking abilities [43][44] - The report emphasizes the growing importance of AI agents and physical AI, which aim to enable intelligent agents to understand and interact with the real world [43][44] 4. Applications - The report identifies a flourishing landscape for both B2B and B2C AI applications, with significant advancements in areas such as AI glasses, smart driving, and robotics [60] - C-end applications focus on AIGC and productivity tools, while B-end applications emphasize cost reduction and efficiency improvements across various sectors [60][61] 5. Quantum Computing - Quantum computing is positioned as a critical future technology, with companies showcasing solutions that leverage quantum mechanics for superior computational capabilities [38][39]

Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) in Shanghai showcased 800 companies and over 3,000 advanced technologies, indicating a strong interest in AI investments [1] - The article highlights three key investment opportunities in the AI sector that could lead to long-term growth [3] Group 1: Computing Infrastructure - The shift in computing infrastructure is likened to moving from "generators" to "power grid companies," with policies in Shanghai and Dongguan promoting the development of computing power trading platforms [3] - Key companies include: - Zhongji Xuchuang (300308): Validated 1.6T optical modules by Huawei, positioned for computing power transmission [3] - Hengwei Technology (603496): Core supplier for Huawei's Ascend liquid-cooled integrated machine, with orders extending to 2026 [3] - Tuo Wei Information (002261): Collaborating with Huawei to create "Zhaohan" domestic servers, with deliveries to the Changsha intelligent computing center [3] - The AI ETF (515980) has seen a 43% increase over the past year, with financing balances soaring to 97 million, indicating strong institutional interest [3] Group 2: Embodied Intelligence - The technology shift in robotics is moving from "performing tricks" to "performing tasks," with domestic component localization rates exceeding 50% [3] - Key companies include: - Green Harmonic (688017): Gearbox supplier for UBTECH, maintaining a leading gross margin of over 35% [3] - Leisai Intelligent (002979): Closed-loop stepper motors account for 70% of orders for new products from Yuzhu [3] - Zhongdali De (002896): RV gearbox shipments surged by 150%, benefiting from mass production of humanoid robots [3] - SenseTime has launched an embodied intelligence platform, enhancing the capabilities of industrial robots [3] Group 3: AI in Finance and Healthcare - The introduction of AI in finance is exemplified by the Industrial and Commercial Bank of China's AI credit approval system, reducing processing time from three days to three minutes, leading to a 200% increase in orders for IT supplier Runhe Software (300339) [3] - In healthcare, the AI diagnostic system from United Imaging has been able to detect lung cancer 30 days earlier, with significant procurement from top-tier hospitals for health information company Weining Health (300253) [3] - The Ant Group's AI health manager is now integrated into 5,000 hospitals, accelerating government procurement for public health projects [4]

Core Viewpoint - The performance of Huawei's computing concept stocks is active, with significant gains observed in several companies ahead of the World Artificial Intelligence Conference (WAIC) [1] Group 1: Stock Performance - Yuncong Technology saw a rise of over 10% [1] - Zhizhen Technology reached its daily limit up [1] - Tianrun Technology, Tuolisi, and Zhongcheng Technology increased by over 5% [1] - Other companies such as Hand Information, Danghong Technology, Youkede, and Hengwei Technology also experienced gains [1] Group 2: Upcoming Events - The 2025 World Artificial Intelligence Conference (WAIC) is set to take place from July 26 to July 29 [1] - Huawei will showcase its Ascend 384 super node hardware for the first time at this event [1] - Huawei's Ascend super node technology has achieved the industry's largest scale with 384 card high-speed bus interconnection [1]

证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交3.20亿元，其中，买入成交额为1.54亿 元，卖出成交额为1.66亿元，合计净卖出1261.62万元。 具体来看，今日上榜的营业部中，沪股通为第二大买入营业部及第一大卖出营业部，买入金额为 2888.55万元，卖出金额为5280.80万元，合计净卖出2392.25万元。 7月15日公司发布上半年业绩预告，预计实现净利润1600.00万元至2000.00万元，同比变动区间 为-77.70%~-72.12%。（数据宝） 恒为科技(603496)今日上涨1.34%，全天换手率24.60%，成交额23.02亿元，振幅6.84%。龙虎榜数据显 示，沪股通净卖出2392.25万元，营业部席位合计净买入1130.62万元。 上交所公开信息显示，当日该股因日换手率达24.60%上榜，沪股通净卖出2392.25万元。 近半年该股累计上榜龙虎榜9次，上榜次日股价平均涨0.57%，上榜后5日平均跌5.07%。 资金流向方面，今日该股主力资金净流出4.04亿元，其中，特大单净流出2.47亿元，大单资金净流出 1.57亿元。近5日主力资金净流入682.90万元。 融资融券数据显 ...

Market Overview - The Shanghai Composite Index rose by 0.50% on July 18, with 22 out of the 28 sectors experiencing gains. The top-performing sectors were non-ferrous metals and basic chemicals, with increases of 2.10% and 1.36% respectively. The computer sector saw a modest rise of 0.35% [1] - The main funds in the market experienced a net outflow of 22.99 billion yuan, with 10 sectors seeing net inflows. The non-ferrous metals sector led with a net inflow of 3.794 billion yuan, while the non-bank financial sector had a slight increase of 0.33% and a net inflow of 899 million yuan [1] Computer Industry Analysis - The computer sector increased by 0.35%, but faced a net outflow of 4.375 billion yuan. Out of 335 stocks in this sector, 180 rose, with 5 hitting the daily limit, while 153 declined. There were 125 stocks with net inflows, with 9 exceeding 100 million yuan in inflows. The top stock for inflow was Hengwei Technology, with a net inflow of 372 million yuan [2] - The outflow list for the computer sector included 19 stocks with outflows exceeding 100 million yuan. The leading stock for outflow was Changshan Beiming, with a net outflow of 1.30196 billion yuan, followed by Runhe Software and Tuowei Information with outflows of 584 million yuan and 576 million yuan respectively [4] Key Stocks in Computer Sector - Top inflow stocks included: - Hengwei Technology: +10.02%, 1.611% turnover, 372.38 million yuan inflow - Sifang Jingchuang: +2.95%, 18.91% turnover, 338.85 million yuan inflow - Yunsai Zhili: +3.67%, 8.01% turnover, 313.25 million yuan inflow [2] - Top outflow stocks included: - Changshan Beiming: +1.11%, 20.30% turnover, -1.30196 billion yuan outflow - Runhe Software: -2.28%, 9.69% turnover, -584.04 million yuan outflow - Tuowei Information: -2.11%, 10.72% turnover, -576.24 million yuan outflow [4]