澜起科技8月21日大宗交易平台出现一笔成交，成交量6.00万股，成交金额547.08万元，大宗交易成交价 为91.18元。该笔交易的买方营业部为华泰证券股份有限公司北京雍和宫证券营业部，卖方营业部为国 泰海通证券股份有限公司总部。 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） | 溢价（%） | | | | 6.00 | 547.08 | 91.18 | 0.00 | 华泰证券股份有限公司北京 | 国泰海通证券股份 | | | | | | 雍和宫证券营业部 | 有限公司总部 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 证券时报·数据宝统计显示，澜起科技今日收盘价为91.18元，下跌1.81%，日换手率为3.22%，成交额为 34.20亿元，全天主力资金净流出1.43亿元，近5日该股累计上涨2.52%，近5日资金合计净流出1.27亿 元。 两融数据显示，该股最新融资余额为36.31亿元，近5日增加6. ...

8月21日，澜起科技大宗交易成交6万股，成交额547.08万元，占当日总成交额的0.16%，成交价91.18元，较市场收盘价91.18元持平。 | 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | | 2025-08-21 | 澜起科技 | 688008 | 91.18 547.08 | 华泰证券股份有限 | 国泰海通证券股份 | | | | | | 公司北京雍和宫证 | 有限公司总部 | ...

Group 1 - The semiconductor ETF (159813) opened with a gain of 0.45%, priced at 0.901 yuan [1] - Key holdings in the semiconductor ETF include: - SMIC opened up 0.02% - Haiguang Information up 0.72% - Cambrian up 0.69% - Northern Huachuang unchanged - OmniVision up 0.85% - Lattice Semiconductor up 0.02% - Zhongwei Company up 0.10% - Zhaoyi Innovation up 4.00% - Changdian Technology down 1.72% - Unisoc up 0.20% [1] - The performance benchmark for the semiconductor ETF is the National Securities Semiconductor Chip Index return rate [1] Group 2 - The fund manager is Penghua Fund Management Co., Ltd., with the fund manager being Luo Yingyu [1] - Since its establishment on April 17, 2020, the ETF has returned 34.53%, with a return of 14.42% over the past month [1]

金融界消息 截至2025年8月20日收盘，澜起科技（688008）报收于92.86元，上涨3.64%，换手率 3.65%，成交量41.76万手，成交金额37.73亿元。 来源：金融界 资金流向方面，今日主力资金净流入6119.33万元，占比成交额1.62%。其中，超大单净流入1.21亿元、 占成交额3.21%，大单净流出5998.73万元、占成交额1.59%，中单净流出流出21429.68万元、占成交额 5.68%，小单净流入1.53亿元、占成交额4.06%。 澜起科技最新一期业绩显示，截至2025一季报，公司营业总收入12.22亿元、同比增长65.78%，归属净 利润5.25亿元，同比增长135.14%，扣非净利润5.03亿元，同比增长128.83%，流动比率18.743、速动比 率18.154、资产负债率5.72%。 天眼查商业履历信息显示，澜起科技股份有限公司，成立于2004年，位于上海市，是一家以从事计算 机、通信和其他电子设备制造业为主的企业。企业注册资本114478.9273万人民币，实缴资本90385.11万 人民币。公司法定代表人为杨崇和。 通过天眼查大数据分析，澜起科技股份有限公司共对外投资 ...

Group 1: Photovoltaic Industry - The Ministry of Industry and Information Technology (MIIT) is actively coordinating between power generation companies and local industries to enhance price transmission from manufacturing to power stations, emphasizing a market-oriented and legal approach to eliminate outdated production capacity [1] - The average bidding price for components from China Resources and China Huadian has increased by 5-8% month-on-month, while silicon material companies have proactively limited production, leading to a 10% decrease in silicon wafer inventory over two weeks [1] - The investment sequence indicates a tight supply of silicon materials in Q3, a premium for BC battery technology in Q4, and a simultaneous increase in both volume and price of auxiliary materials such as glass and adhesive films [1][2] Group 2: Solid-State Battery Technology - A breakthrough in solid-state battery technology has been achieved with the introduction of 5μm vapor-deposited lithium anodes, significantly reducing dendrite risk and achieving over 500 cycles with a capacity retention rate above 90% [3] - The cost of 5μm vapor-deposited lithium is projected to drop to 2 million yuan per GWh, compared to 4 million yuan for 20μm rolled lithium foil, indicating a substantial cost reduction in the industry [3] - The solid-state battery market could reach 50-100 billion yuan by 2030, driven by the demand for 100GWh of global solid-state battery production [3] Group 3: Robotics Industry - The T-Link Gen3 technology is reshaping the supply chain with a focus on lightweight materials, energy efficiency, and sensor integration, leading to a re-tendering of motors, reducers, and lead screws [4] - The use of PEEK materials has reduced costs by 30% compared to imports, and the new harmonic magnetic field motors have achieved a 50% reduction in size while doubling power density [5] - The 3D vision solution from Orbbec has a single machine value of 200 USD, and the company has passed factory audits [6] Group 4: Semiconductor and AI Models - The DeepSeek model has been upgraded to V3.1, expanding the context length from 64K to 128K, which is expected to increase demand for GPU memory and HBM [7] - The need for larger training clusters is anticipated to rise by 30%, benefiting semiconductor and storage manufacturers such as Cambricon, Haiguang, and Lanke [7] Group 5: Pharmaceutical Industry - Rongchang Biotech has licensed its ophthalmic drug RC28-E to Japan's Santen Pharmaceutical, marking a shift in domestic innovative drug licensing from popular fields like oncology to specialized areas with differentiated advantages [8] - This collaboration model provides a clear path for value realization in less popular biotech sectors through upfront payments, milestones, and sales sharing, enhancing cash flow and leveraging established commercialization channels [8] Group 6: High-Speed Rail Industry - The China National Railway Group has initiated its second batch of high-speed train tenders for the year, with 210 sets, marking a recent high and exceeding market expectations [9] - This move reinforces the trend of sustained railway investment recovery, with new construction and maintenance peaks positively impacting the performance certainty of core companies in the industry [9]

Core Viewpoint - The global AI server market is expected to grow at a compound annual growth rate (CAGR) of approximately 27.2% from 2022 to 2029, with significant market size projections for 2025 and 2027 [1][4]. Market Dynamics - The shift in performance bottlenecks in the inference era is moving from "computing power" to "transport capacity," necessitating a transition from Scale-Out to Scale-Up network architectures to reduce communication latency and enhance throughput [1][2]. - The internal switch chips in AI servers can be categorized into CPU-GPU connections and GPU-GPU interconnections, which are crucial for high bandwidth and low latency communication within GPU clusters [2]. Competitive Landscape - The AI inference market is diversifying with various acceleration chips, moving away from NVIDIA's dominance, as open standards like PCIe6/7 and UALink create opportunities for third-party interconnect vendors [3]. - Astera Lab is emerging as a key player in the non-NVIDIA ecosystem, actively participating in AMD's UALink and AWS's Trainium NeuronLink, positioning itself for growth alongside AI infrastructure expansion [3]. Market Size Projections - The AI server market is projected to reach approximately 49.139 billion yuan by 2025 and expand to about 102.223 billion yuan by 2027, driven by increasing demand for GPU interconnect switches and CPU-GPU interconnect switches [4]. Investment Recommendations - Companies such as 盛科通信-U (688702.SH) and 海光信息 (688041.SH) are highlighted for their advancements in high-spec Ethernet switch chips and Chiplet interconnect technologies, respectively, with 澜起科技 (688008.SH) also recommended for its PCIe and CXL products [5].

Core Viewpoint - The article discusses the performance of the Kexin Chip 50 ETF (588750) and its major holdings, highlighting the fluctuations in stock prices of key companies within the ETF [1] Group 1: ETF Performance - The Kexin Chip 50 ETF (588750) opened with a decline of 0.67%, priced at 1.193 yuan [1] - Since its establishment on December 18, 2024, the ETF has achieved a return of 19.90%, with a one-month return of 17.49% [1] Group 2: Major Holdings Performance - Major holdings in the ETF include: - SMIC (中芯国际) down 0.69% - Haiguang Information (海光信息) down 0.33% - Cambrian (寒武纪) down 1.16% - Lanke Technology (澜起科技) up 0.65% - Zhongwei Company (中微公司) down 0.01% - Chipone (芯原股份) down 1.74% - Hushi Silicon Industry (沪硅产业) down 0.51% - Hengxuan Technology (恒玄科技) down 0.20% - Sitaiwei (思特威) down 0.04% - Huahai Qingke (华海清科) up 0.39% [1]

Wind统计显示，8月18日，科创板两融余额合计1949.32亿元，较上一交易日增加46.62亿元。其中，融 资余额合计1943.02亿元，较上一交易日增加46.59亿元；融券余额合计6.3亿元，较上一交易日增加0.03 亿元。 从个股来看，8月18日有363只科创板个股获融资净买入，净买入金额在5000万元以上的有29股。其中， 中芯国际获融资净买入额居首，净买入6.61亿元；融资净买入金额居前的还有寒武纪、海光信息、澜起 科技、东芯股份、芯动联科、磁谷科技等股，净买入额分别为3.98亿元、3.46亿元、1.76亿元、1.71亿 元、1.65亿元、1.24亿元。 ...

Core Viewpoint - The integrated circuit ETF (562820) opened with a slight decline of 0.43%, indicating a mixed performance in the semiconductor sector [1] Group 1: ETF Performance - The integrated circuit ETF (562820) opened at 1.860 yuan, reflecting a decrease of 0.43% [1] - Since its establishment on April 12, 2024, the fund has achieved a return of 86.98%, with a monthly return of 15.77% [1] Group 2: Major Holdings Performance - Major holdings in the ETF include: - SMIC (中芯国际) down 0.69% - Haiguang Information (海光信息) down 0.33% - Cambrian (寒武纪) down 1.16% - OmniVision (豪威集团) up 0.07% - Lattice Semiconductor (澜起科技) up 0.65% - GigaDevice (兆易创新) down 0.18% - JCET (长电科技) unchanged - Unisoc (紫光国微) up 2.67% - Chipone (芯原股份) down 1.74% - Rockchip (瑞芯微) up 1.60% [1]

金融界8月18日消息，上证指数高开高走，中证国新央企科技引领指数 (央企科技引领，932038)上涨 1.82%，报1401.72点，成交额674.62亿元。 数据统计显示，中证国新央企科技引领指数近一个月上涨7.34%，近三个月上涨14.86%，年至今上涨 8.78%。 据了解，中证国新央企科技引领指数由国新投资有限公司定制，主要选取国务院国资委下属业务涉及航 空航天与国防、计算机、电子、半导体、通信设备及技术服务等行业的50只上市公司证券作为指数样 本，以反映央企科技主题上市公司证券的整体表现。该指数以2016年12月30日为基日，以1000.0点为基 点。 从中证国新央企科技引领指数持仓的市场板块来看，上海证券交易所占比57.58%、深圳证券交易所占 比42.42%。 从中证国新央企科技引领指数持仓样本的行业来看，信息技术占比49.93%、工业占比37.98%、通信服 务占比12.08%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变 ...