Group 1 - The Shanghai Stock Exchange Science and Technology Innovation Board Composite Index (000680) has shown a strong increase of 2.66% as of April 11, 2025, with notable individual stocks such as Jinghua Micro (688130), Meixin Sheng (688458), and Naxin Micro (688052) each rising by 20% [1] - The Huaxia Science and Technology Innovation Index ETF (589000) has experienced a 2.22% increase, marking its fourth consecutive rise, with the latest price reported at 0.92 yuan and a transaction volume of 21.67 million yuan [1] - Over the past month, the Huaxia Science and Technology Innovation Index ETF has seen a significant growth in scale, increasing by 7.13 million yuan, with the latest share count reaching 884 million, a new high for the month [2] Group 2 - The net inflow of funds into the Huaxia Science and Technology Innovation Index ETF has reached 28.90 million yuan, with a total of 43.39 million yuan accumulated over the last five trading days [2] - The Ministry of Industry and Information Technology has emphasized the need to accelerate the development of specialized and innovative small and medium-sized enterprises, focusing on innovation, digital empowerment, talent development, ecological support, and service enhancement [2] - Guosen Securities highlights that under the current trade tensions, technological self-reliance and autonomy are crucial for breaking through challenges, with China's established industrial ecosystem and advancing engineering talent providing a significant comparative advantage in the electronics industry [2] Group 3 - The Huaxia Science and Technology Innovation Index ETF closely tracks the performance of the Shanghai Stock Exchange Science and Technology Innovation Board Composite Index, which includes stocks from eligible companies listed on the Science and Technology Innovation Board [3] - As of March 31, 2025, the top ten weighted stocks in the index include Haiguang Information (688041), Cambricon (688256), and SMIC (688981), collectively accounting for 22.34% of the index [3] - The Huaxia Science and Technology Innovation Index ETF has associated fund products, including the Huaxia Shanghai Science and Technology Innovation Board Composite ETF Connect A (023719) and C (023720) [3]

Group 1 - A-shares opened lower on April 11, with the chip sector seeing multiple stocks rise against the market trend, including a significant increase in the Kexin Chip ETF (588200) which rose over 3% with a trading volume exceeding 1.9 billion yuan and a turnover rate over 8% [1] - The Kexin Chip ETF (588200) tracks the Kexin Chip Index, which selects securities involved in semiconductor materials, equipment, chip design, manufacturing, packaging, and testing from companies listed on the Sci-Tech Innovation Board [1] - The Kexin Chip ETF (588200) received a net inflow of over 300 million yuan yesterday, ranking first among similar ETF products [1] Group 2 - China Mobile has launched the country's first "four-in-one" computing power network scheduling platform, integrating general, intelligent, super, and quantum computing capabilities, which can support over 100 million computing power calls daily and manage one-sixth of the national computing power scale [2] - The platform's self-owned intelligent computing center has a domestic chip localization rate exceeding 90% and is compatible with eight types of domestic AI chips, which is significant for supply chain security and promoting high-quality development of the national digital economy [2] - Guosen Securities suggests that the recent U.S. announcement of "reciprocal tariffs" may accelerate the domestic semiconductor localization process, particularly in the analog chip sector, which has seen increased R&D investment from domestic companies [2] Group 3 - Open Source Securities indicates that the Ministry of Commerce will initiate investigations based on domestic industry demands, potentially disrupting U.S. companies' "low-price for market share" strategy and accelerating the shift of domestic demand towards local products [3] - The domestic analog chip market is currently dominated by international firms, but the localization process is expected to speed up as China begins anti-dumping investigations on mature process chips [3] - The overall profitability of analog chip companies has been low in the past two years, but improvements are anticipated in 2025 with new product releases and margin recovery starting in 2024 [2][3]

Core Insights - The Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index (950180) has shown a positive performance, with a 0.97% increase as of April 11, 2025, and notable gains in constituent stocks such as Chipsea Technology (688595) up 8.19% and Lanqi Technology (688008) up 5.29% [3][4]. Performance Summary - The Sci-Tech AI ETF (588790) has experienced a 0.91% increase, marking its fourth consecutive rise, with a latest price of 0.55 yuan. Over the past three months, the ETF has accumulated a 7.70% increase, ranking 2nd among comparable funds [3][4]. - The ETF's liquidity is strong, with an intra-day turnover of 4.12% and a total transaction volume of 1.08 billion yuan. The average daily transaction volume over the past week is 3.94 billion yuan, leading among comparable funds [3][4]. - In terms of scale, the ETF has seen a significant growth of 26.96 million yuan over the past two weeks, ranking 1st among comparable funds. Additionally, the ETF's share count increased by 36 million shares in the past week, also ranking 1st [3][4]. Return and Risk Metrics - Since its inception, the Sci-Tech AI ETF has achieved a highest monthly return of 15.59%, with an average monthly return of 15.59% and a monthly profit probability of 69.57%. The probability of making a profit over a three-month holding period is 87.50% [4]. - The ETF has a relative drawdown of 0.36% compared to its benchmark since inception, indicating a relatively stable performance [4]. Fee Structure and Tracking Accuracy - The management fee for the Sci-Tech AI ETF is 0.50%, and the custody fee is 0.10%, which are among the lowest in its category [4]. - The ETF has demonstrated high tracking accuracy, with a tracking error of 0.010% over the past month, the best among comparable funds [4]. Top Holdings - As of March 31, 2025, the top ten weighted stocks in the Sci-Tech AI Index account for 70.57% of the index, including Lanqi Technology (688008) and Chipsea Technology (688521) [5][7]. Industry Insights - The semiconductor and AI sectors are expected to accelerate their domestic production processes due to ongoing global trade tensions. Key areas of focus include advancements in semiconductor technology and the growth of domestic AI models [7].

然而，尽管业绩亮眼，公司在AI算力芯片研发上的暂缓决策引发了市场关注。2024年第四季度，公司 决定暂缓用于数据中心的AI算力芯片研发，将战略重点转向高速互连芯片。这一决策虽然短期内可能 不会对业绩产生直接影响，但长期来看，可能会影响公司在AI领域的竞争力。 2025年4月10日，澜起科技发布了2024年年报。报告显示，公司全年实现营业收入36.39亿元，同比增长 59.2%；归属于母公司所有者的净利润14.12亿元，同比增长213.1%。澜起科技作为国际领先的数据处理 及互连芯片设计公司，受益于全球服务器及计算机行业需求回暖，DDR5渗透率持续提升，以及高性能 运力芯片新产品的规模出货，业绩大幅增长。然而，公司在AI算力芯片研发上的暂缓决策，引发了市 场对其未来技术布局的担忧。 行业复苏与新产品突破推动业绩创新高 2024年，全球服务器及计算机行业需求回暖，澜起科技抓住机遇，实现了经营业绩的显著增长。公司全 年营业收入达到36.39亿元，同比增长59.20%；归属于母公司所有者的净利润14.12亿元，同比增长 213.10%。这一增长主要得益于DDR5内存接口芯片出货量的增加，以及三款高性能运力芯片（PCI ...

Core Viewpoint - The company, 澜起科技, is expected to achieve significant growth in its financial performance for the first quarter of 2025, driven by strong demand in the AI industry and increased sales of DDR5 memory interface and high-performance chips [1][2][3] Financial Performance Summary - The company forecasts a net profit attributable to shareholders of 5.1 billion to 5.5 billion yuan for Q1 2025, representing a year-on-year increase of 128.28% to 146.19% and a quarter-on-quarter increase of 17.59% to 26.82% [2][3] - Estimated operating revenue for Q1 2025 is approximately 12.22 billion yuan, reflecting a year-on-year growth of about 65.78% and a quarter-on-quarter growth of about 14.42% [2][3] - The sales revenue from interconnect chips is projected to be around 11.39 billion yuan, with a year-on-year increase of 63.92% and a quarter-on-quarter increase of 17.19% [2][3] Growth Drivers - The growth is attributed to three main factors: 1. Increased demand for DDR5 memory interface and module supporting chips due to the AI industry trend, leading to a significant rise in sales volume [3] 2. Sales revenue from three high-performance chips (PCIe Retimer, MRCD/MDB, and CKD) reached 1.35 billion yuan, marking a year-on-year increase of 155% [3] 3. Improved gross margin for interconnect chip products as the sales of DDR5 memory interface and high-performance chips increase [3] Historical Performance - In 2024, the company reported a total revenue of 36.39 billion yuan, a year-on-year increase of 59.2%, and a net profit attributable to shareholders of 14.12 billion yuan, up 213.1% [4] - The fourth quarter of 2024 saw a single-quarter revenue of 10.68 billion yuan, a year-on-year increase of 40.43%, and a net profit of 4.34 billion yuan, up 99.72% [4]

Core Viewpoint - 21 A-share listed companies have disclosed announcements of expected profit increases or earnings for the first quarter, with Haopeng Technology showing the highest expected increase of 1004% year-on-year [1] Group 1: Companies with Significant Profit Increases - Haopeng Technology expects a net profit increase of 846.70%-1004.48% year-on-year [2] - Beiyuan Group anticipates a net profit increase of 431.44%-453.12% year-on-year [2] - Lanke Technology forecasts a net profit increase of 128.28%-146.19% year-on-year [2] - Xiling Power expects a net profit increase of 97.68%-117.44% year-on-year [2] - Allwinner Technology anticipates a net profit increase of 73.16%-103.72% year-on-year [2] Group 2: Other Companies with Profit Increases - Feirongda expects a net profit increase of 76.69%-99.18% year-on-year [2] - Shenzhen Airport anticipates a net profit increase of 41.11%-93.97% year-on-year [2] - Jiet Bio expects a net profit increase of 71.18% year-on-year [2] - Hengmingda anticipates a net profit increase of 49.14%-70.44% year-on-year [2] - Zhongjin Company expects a net profit increase of 50%-70% year-on-year [2] Group 3: Companies Reporting Earnings Turnaround - Zhongke Sanhuan expects a net profit of 12-15 million yuan, indicating a turnaround from losses [3] - Meixin Sheng anticipates a net profit of 2-5 million yuan, also indicating a turnaround from losses [3] - Jieshun Technology expects a net profit of 0-3 million yuan, indicating a turnaround from losses [3] - Hengshen New Materials anticipates a net profit of 1-1.5 million yuan, indicating a turnaround from losses [3]

证券代码：688008 证券简称：澜起科技 公告编号：2025-010 澜起科技股份有限公司 关于 2025 年上半年日常关联交易额度预计的公告 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、准确性和完整性依法承担法律责任。 重要内容提示： 一、日常关联交易基本情况 （一）日常关联交易履行的审议程序 澜起科技股份有限公司（以下简称"公司"或"澜起科技"）于 2025 年 4 月 10 日召开第三届董事会第六次会议、第三届监事会第六次会议，审议通过了 《关于公司 2025 年上半年日常关联交易额度预计的议案》，本次日常关联交易 的交易方为 Intel Corporation 及其直接或间接控制的公司（以下简称"英特尔公 司"或"关联人"），预计 2025 年上半年交易金额累计不超过 3 亿元人民币。 关联董事 Wang Rui（王锐）回避表决，出席会议的非关联董事一致同意该议案； 出席会议的监事一致同意该议案。 1 是否需要提交股东大会审议：是 日常关联交易对上市公司的影响：本次关联交易为公司日常关联交易，以 公司正常经营业务为基础，以市场价格为定价依据， ...

澜起科技股份有限公司 董 事 会 澜起科技股份有限公司 董事会关于独立董事独立性的专项报告 澜起科技股份有限公司（以下简称"公司"）于近日收到独立董事李若山、 YUHUA CHENG、单海玲出具的《独立性情况自查表》，根据《上市公司独立董 事管理办法》《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运 作》的有关规定及《公司独立董事工作制度》的相关要求，公司董事会就独立董 事的独立性情况进行评估并出具专项意见如下： 经核查独立董事李若山、YUHUA CHENG、单海玲的任职经历以及签署的 相关自查文件，上述人员未在公司担任除独立董事以外的任何职务，也未在公司 主要股东公司担任任何职务，与公司以及主要股东、实际控制人之间不存在利害 关系或其他可能妨碍其进行独立客观判断的关系，符合《上市公司独立董事管理 办法》《上海证券交易所科创板上市公司自律监管指引第 1 号——规范运作》中 关于独立董事独立性的相关要求。 2025 年 4 月 10 日 1 ...

1 澜起科技股份有限公司 2024 年度"提质增效重回报"专项行动评估报告暨 2025 年度"提质增效重回报"专项行动方案 为践行"以投资者为本"的上市公司发展理念，维护全体股东利益，基于对公 司未来发展前景的信心及价值的认可，澜起科技股份有限公司（以下简称"公司" 或"澜起科技"）于 2024 年 4 月 10 日发布了《2024 年度"提质增效重回报"行 动方案》，于 2024 年 8 月 27 日发布了《关于 2024 年度"提质增效重回报"专项 行动方案的半年度评估报告》。2024 年度，公司根据"提质增效重回报"行动方 案积极开展和落实相关工作，在保障投资者权益、树立良好资本市场形象等方面 取得了较好成效。 为进一步巩固公司行业领先地位，提升核心竞争力，保障投资者权益，树立 良好的资本市场形象，公司结合自身发展战略和经营情况，制定了 2025 年"提 质增效重回报"行动方案。 公司 2024 年度"提质增效重回报"行动方案执行情况及 2025 年度"提质增 效重回报"行动方案主要措施如下： 一、专注于做强主业，提升公司核心竞争力 澜起科技是一家国际领先的数据处理及互连芯片设计公司，致力于为云计算 和 ...

安永华明拥有分所数量 23 家，分别为上海、天津、大连、沈阳、济南、青 岛、郑州、西安、武汉、成都、合肥、南京、苏州、杭州、长沙、昆明、重庆、 厦门、广州、深圳、太原、海口、宁波。根据中国注册会计师协会发布的《2023 年度会计师事务所综合评价百家排名信息》，安永华明排名第一。安永华明一直 以来注重人才培养，截至 2024 年末拥有执业注册会计师逾 1700 人，其中拥有证 券相关业务服务经验的执业注册会计师超过 1,500 人。 安永华明 2023 年度业务总收入人民币 59.55 亿元，其中，审计业务收入人 民币 55.85 亿元，证券业务收入人民币 24.38 亿元。2023 年度 A 股上市公司年报 审计客户共计 137 家，收费总额人民币 9.05 亿元。这些上市公司主要行业涉及 1 制造业、金融业、批发和零售业、采矿业、信息传输、软件和信息技术服务业、 租赁和商务服务业等。 项目合伙人和第一签字注册会计师施瑾女士，于 1997 年开始在安永华明执 业并从事上市公司审计，于 1999 年成为注册会计师，自 2024 年开始为本公司提 供审计服务；近三年签署/复核 5 家境内上市公司年报/内控审计报告 ...