每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 消息面上，汇丰研究发表研究报告指，充裕的境内流动性持续推动此次中国股市升浪，该行上调对 A股市场2025年底的指数目标预测，预期仍有5%至7%的潜在升幅，上证指数今年底目标由3700点上调 至4000点，沪深300指数目标由4300点上调至4600点，深证成指目标由11500点上调至13000点。 东方证券认为，国内AI大模型频频取得突破、国产AI芯片、国产交换芯片性能持续提升，我国AI 算力、AI应用、国产交换芯片有望得到持续发展。投资者们对我国AI发展的信心亦有望持续提升。 相关ETF：公开信息显示，科创半导体ETF（588170）及其联接基金（A类：024417；C类： 024418）跟踪上证科创板半导体材料设备主题指数，囊括科创板中半导体设备（59%）和半导体材料 （25%）细分领域的硬科技公司。半导体设备和材料 ...

Group 1 - Suzhou Huaxing Yuanchuang Technology Co., Ltd. applied for a patent titled "Display Panel Diffraction Ratio Testing Device and System" with publication number CN120489525A on July 2025 [1] - The patent involves a testing device that includes a machine platform, light-emitting component, collimating component, and two testing platforms for measuring the diffraction ratio of display panels [1] - The device is designed to analyze the transmitted light beams from the display panels to calculate their transmission rate and clarity [1] Group 2 - Suzhou Huaxing Yuanchuang Technology Co., Ltd. was established in 2005 and is located in Suzhou, primarily engaged in the manufacturing of computers, communications, and other electronic devices [2] - The company has a registered capital of 441.984511 million RMB and has invested in 17 enterprises [2] - The company has participated in 216 bidding projects and holds 1396 patent information along with 182 trademark records [2]

Core Insights - The Sci-Tech Innovation Board (STAR Market) is positioned to support technology innovation enterprises that align with national strategies and possess core technologies recognized in the market [1][2] - Many companies listed on the STAR Market have showcased their core technologies in their semi-annual reports, indicating their leading positions within their respective industries [1][3] - The core technologies of STAR Market companies are seen as a significant growth driver, reflecting their potential for substantial development [1][3] Company Highlights - Ruichuang Micro-Nano disclosed seven core technologies, including non-refrigerated infrared sensor focal plane array sensitive material preparation, all in mass production [1] - Huaxing Yuanchuang reported advantages in software, structure, and hardware development, with ten core technologies, including flexible OLED Mura compensation technology, achieving a Mura compensation rate of 98% [2] - Cambrian is one of the few companies globally that comprehensively masters core technologies in general-purpose intelligent chips and their foundational system software [2] Industry Trends - The STAR Market is home to many leading Chinese technology companies, some of which have broken international monopolies, contributing to the domestic replacement of foreign technologies [2][3] - The average R&D investment of STAR Market companies was 18.53% of their operating income in the first half of 2020, an increase of 6 percentage points from the previous year, totaling 12.9 billion yuan [3] - Companies like China Resources Microelectronics and Lanke Technology have made significant advancements in their respective fields, such as the production of SiC wafers and DDR5 memory chips [4] Future Directions - Companies are focusing on monetizing their technologies by hiring emerging technology experts and researchers to align product development with industry needs [5]

随着科创板开市三周年临近，首批25家上市公司三年限售期的首发前股份将迎来解禁。7月15日晚 间，首批公司齐发公告，其中9家公司股东表示延长锁定期6个月或12个月，或承诺解禁后6个月内不减 持。 接受《证券日报》记者采访的专家认为，多家公司股东主动延长锁定期、承诺一定期间不减持等， 印证了科创板"关键少数"对公司中长期价值的坚定信心。解禁不等于减持，大股东、董监高减持需遵循 减持规则，3个月内可通过集中竞价减持的占比较低，对二级市场影响有限。此外，科创板公司成长性 良好，具备长期投资价值，解禁后有望迎来长线资金入驻。 对中长期发展有信心 9家公司关键股东"惜售" 除上述9家公司股东外，天准科技的实际控制人因前期增持股份，此次限售股解禁后在11月17日前 不减持。 开源证券副总裁、研究所所长孙金钜在接受《证券日报》记者采访时表示，由于解禁以及后续潜在 的减持压力，基本面较弱的个股在大规模解禁时往往表现不佳。但是多家科创板公司控股股东延长锁定 期或者承诺一定时间内不减持，可以增强各方对公司未来发展和行业前景的信心，减少市场情绪带来的 抛压。 "9家公司股东表态延长锁定期或不减持，减小了解禁对公司股价的压力，有助于科 ...

Core Points - The Shanghai Composite Index closed at 3653.50 points, above the annual line, with a gain of 0.51% [1] - The total trading volume of A-shares reached 1,149.623 billion yuan [1] - A total of 69 A-shares have surpassed the annual line today, with notable stocks showing significant deviation rates [1] Summary of Stocks Breaking the Annual Line - The stocks with the highest deviation rates include: - Shen Zhen Zhi Ye A: 5.97% deviation, closing price 6.97 yuan, with a daily increase of 7.07% and turnover rate of 4.64% [1] - De Fang Na Mi: 5.54% deviation, closing price 35.42 yuan, with a daily increase of 8.25% and turnover rate of 8.20% [1] - An Da Ke Ji: 5.19% deviation, closing price 5.86 yuan, with a daily increase of 5.78% and turnover rate of 6.58% [1] - Other notable stocks with smaller deviation rates include: - Hua Xi Biological: just above the annual line [1] - Yuan Zuo Shares: just above the annual line [1] - Pu Rui Eye Care: just above the annual line [1] Additional Stock Data - Other stocks with significant performance include: - Zhu Hai Guan Yu: 4.33% deviation, closing price 15.64 yuan, daily increase of 6.76% [1] - San Wei Gu Fen: 4.27% deviation, closing price 12.50 yuan, daily increase of 7.76% [1] - Tian Li Lithium Energy: 2.96% deviation, closing price 30.04 yuan, daily increase of 4.05% [1]

（文章来源：每日经济新闻） 华兴源创（SH 688001，最新价：26.86元）8月1日晚间发布公告称，截至2025年7月31日，公司通过上 海证券交易所交易系统以集中竞价交易方式回购公司股份约121万股，占公司总股本约4.45亿股的比例 为0.2718%，回购成交的最高价为34.78元/股，最低价为22.66元/股，支付的资金总额为人民币约3351万 元。 ...

Group 1 - Suzhou Huaxing Yuanchuang Technology Co., Ltd. has obtained a patent for a "card extraction mechanism and testing machine," with the patent announcement number CN223180240U, applied for on June 2024 [1] - The patent describes a card extraction mechanism that includes a rotating component and a lever, designed to facilitate the extraction of circuit boards from a chassis without causing damage [1] - The mechanism allows for increased operational space during the extraction process, enhancing efficiency and safety in handling circuit boards [1] Group 2 - Suzhou Huaxing Yuanchuang Technology Co., Ltd. was established in 2005 and is primarily engaged in the manufacturing of computers, communications, and other electronic devices [2] - The company has a registered capital of 441.984511 million RMB and has invested in 17 enterprises [2] - The company has participated in 215 bidding projects and holds 1,388 patent records along with 182 trademark records [2]

Group 1 - The company approved a share repurchase plan on November 14, 2024, allowing for the repurchase of shares using self-owned funds and a special loan from a bank, with a total loan amount not exceeding RMB 35 million [2] - The repurchase price is set at a maximum of RMB 47.00 per share, with a total repurchase fund amount adjusted to not less than RMB 40 million and not exceeding RMB 80 million [3] - As of July 31, 2025, the company has repurchased 1,210,715 shares, accounting for 0.2718% of the total share capital, with a total payment of RMB 33,509,939.85 [4] Group 2 - The company will continue to make repurchase decisions based on market conditions and will fulfill information disclosure obligations in a timely manner [6]

Group 1 - The company, Huaxing Yuanchuang, announced a share buyback of 1,210,715 shares, which represents 0.2718% of its total share capital of 445,377,843 shares [2]

苏州华兴源创科技股份有限公司 关于以集中竞价交易方式回购公司股份的进展公告 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。 | 回购方案首次披露日 | 2024/11/15 | | | | --- | --- | --- | --- | | 回购方案实施期限 | 2024 年 11 月 14 日~2025 | 年 11 | 月 13 日 | | 预计回购金额 | 4,000万元~8,000万元 | | | | 回购用途 | □减少注册资本 √用于员工持股计划或股权激励 □用于转换公司可转债 | | | | 累计已回购股数 | □为维护公司价值及股东权益 1,210,715股 | | | | 累计已回购股数占总股本比例 | 0.2718% | | | | 累计已回购金额 | 33,509,939.85元 | | | | 实际回购价格区间 | 22.66元/股~34.78元/股 | | | 重要内容提示： 一、 回购股份的基本情况 证券代码：688001 证券简称：华兴源创 公告编号：2025-034 公司于 2025 年 1 月 ...