Core Viewpoint - The recent trend of A-share companies planning to list in Hong Kong continues, with 14 companies disclosing their intentions to issue H-shares and list on the Hong Kong Stock Exchange in June 2023 [1][2]. Group 1: Companies Planning to List - Chipone Microelectronics announced on June 27 its plan to issue H-shares and list on the Hong Kong Stock Exchange [2]. - Daikin Heavy Industries disclosed on June 24 its intention to issue H-shares and list on the Hong Kong Stock Exchange [2]. - Lattice Semiconductor announced on June 20 its plan to issue H-shares and list on the Hong Kong Stock Exchange [2]. - Shanjin International authorized its management on June 19 to initiate preparations for issuing H-shares and listing in Hong Kong [2]. - Wolong Electric Drive announced on June 18 its plan to issue H-shares and list on the Hong Kong Stock Exchange [2]. - Lakala disclosed on June 16 its plan to list on the Hong Kong Stock Exchange [2]. - Sandam Membrane announced on June 16 its intention to issue H-shares and list on the Hong Kong Stock Exchange [2]. - Kute Intelligent disclosed on June 10 its plan to issue H-shares and list on the Hong Kong Stock Exchange [2]. - EVE Energy announced on June 9 its intention to issue H-shares and list on the Hong Kong Stock Exchange [2]. - Chaohongji disclosed on June 9 its plan to issue H-shares and list on the Hong Kong Stock Exchange [2]. - BlueFocus Communication Group announced on June 6 its plan to issue H-shares and list on the Hong Kong Stock Exchange [2]. - Stone Technology disclosed on June 6 its intention to issue H-shares and list on the Hong Kong Stock Exchange [2]. - Jinjiang Hotels announced on June 4 its plan to issue H-shares and list on the Hong Kong Stock Exchange [2]. - Estun Automation disclosed on June 4 its intention to issue H-shares and list on the Hong Kong Stock Exchange [2].

截至2025年6月27日收盘，澜起科技（688008）报收于80.15元，较上周的81.57元下跌1.74%。本周，澜起科技6月23日盘中最高价报81.5元。6月23 日盘中最低价报77.45元。澜起科技当前最新总市值917.55亿元，在半导体板块市值排名7/161，在两市A股市值排名151/5151。 本周关注点 公司公告汇总 公司发布了关于2025年回购A股股份事项前十名股东和前十名无限售条件股东持股情况的公告。前十名股东包括香港中央结算有限公司持股 116,950,553股占比10.22%，中国电子投资控股有限公司持股57,894,297股占比5.06%，以及其他多位股东。 澜起科技还公布了2025年第一次回购A股股份方案的首次回购情况。回购方案首次披露日为2025年6月21日，实施期限为2025年6月23日至2025年9 月19日，预计回购金额2亿元到4亿元，回购用途为用于员工持股计划或股权激励。截至2025年6月23日，公司首次回购股份45万股，占总股本比例 0.04%，支付的资金总额约为人民币3511.76万元，回购价格区间为77.79元/股到78.29元/股。 此外，澜起科技将于2025年7月7 ...

Core Insights - The artificial intelligence (AI) sector is experiencing significant growth, with the CSI Artificial Intelligence Industry Index rising by 1.31% as of June 27, 2025, and the AI ETF showing a cumulative rebound of over 18% since its low on April 9, 2025 [1][2] Group 1: Market Performance - The AI ETF (515980) has seen a 30.13% increase in net value over the past year, with the highest monthly return reaching 30.38% since its inception [2] - The AI ETF's trading volume indicates strong liquidity, with a turnover rate of 4.75% and a total transaction value of 1.70 billion yuan on the latest trading day [1] - The top ten weighted stocks in the CSI Artificial Intelligence Industry Index account for 49.9% of the index, with notable companies including Zhongke Shuguang (603019) and Han's Laser (688256) [2][4] Group 2: Investment Trends - Recent reports suggest that the CPO market is expected to grow significantly, with projections indicating a market size exceeding 1 billion USD by 2028 and surpassing 5 billion USD by 2030 [4] - Analysts from CITIC Securities highlight that system-level computing power is poised to be the next frontier in AI development, with domestic GPU companies likely to catch up to overseas products [5] - The AI sector is seen as having substantial investment value, driven by increasing demand for AI infrastructure, particularly in ASIC, storage modules, and edge innovation [5]

以下文章来源于财通社 ，作者财通社 财通社 . 财通社专注于港美股IPO，深度研究港美股、中概股、美股明星股财报，为价值投资者服务。财通社团队成员来自国内一流 财经证券媒体记者编辑，拥有证券从业资格证书。 作者 | 财通社 来源 | 财通社 导语： 澜起科技创始人杨崇和与戴光辉仅分别持有218万股，但2024年，他们均从公司各领取了999万元税前报 酬。 在半导体国产化热潮下，A股上市IC设计公司澜起科技(688008.SH)正筹划赴港上市。 6月20日晚间，澜起科技官宣发行H股股票并在港交所上市的计划。 不过，与其高调IPO计划形成对比的是，澜起科技账上仍躺着超过70亿元的现金及现金等价物。 这一"有钱还融资"的操作，也在市场上引发疑问：澜起科技到底意欲何为？ 根据澜起科技公告，公司将"在股东大会决议有效期内选择适当的时机和发行窗口完成本次发行"，并拟聘请安永作为本 次H股发行并上市的审计机构。 今天，彭博社援引知情人士消息称，澜起科技已聘请投行负责筹备其计划中的香港IPO，规模或达10亿美元。 知情人士表示，澜起科技正与中金公司、摩根士丹利和瑞银集团就潜在香港IPO进行合作。 一旦成功，这将成为又一个"A ...

截至2025年6月25日 10:26，中证数字经济主题指数(931582)上涨0.28%，成分股润泽科技(300442)上涨4.30%，同花顺(300033)上涨3.26%，东方财富(300059) 上涨1.33%，深信服(300454)上涨1.21%，圣邦股份(300661)上涨1.18%。数字经济ETF(560800)上涨0.13%。最新价报0.75元，成交1091.50万元。 银河证券预期催化剂DeepSeek R2版本或于下半年亮相，国内AI全产业链受益度有望提升。DeepSeek 在5月发布的版本DeepSeek-R1-0528 思维深度与推理能 力显著提升，市场预期DeepSeek R2版本或将在多模态融合、实时决策能力及垂直场景泛化性上实现跃升，AI应用及算力端有望充分受益。 | 股票代码 | 股票简称 | 涨跌幅 | 权重 | | --- | --- | --- | --- | | 300059 | 东方财富 | 1.33% | 8.12% | | 688881 | 中芯国际 | 0.47% | 6.58% | | 300124 | 汇川技术 | 0.08% | 5.49% | | 00237 ...

Group 1 - Xiaomi's first SUV, YU7, will be officially launched on June 26 at 7 PM, alongside other products like the Xiaomi Flip2 and Xiaomi Pad 7S Pro [2] - C919 aircraft has commenced operations on new routes from Guangzhou to Zhengzhou and Taiyuan, with daily flights established [3] - Huawei Cloud introduced the Pangu predictive model 5.5, featuring a novel Triplet Transformer architecture for enhanced data processing across various industries [4] Group 2 - Guangzhou aims for over 90% of new vehicles to be L2 or higher level intelligent connected vehicles by 2027, with significant growth in the smart electric vehicle sector [4] - The 2025 Shenzhen Aerospace Industry Conference announced collaborations to accelerate the development of space-based communication technologies [5] - A new national standard for household refrigerators will reduce energy consumption by 40%, effective June 1, 2026, potentially saving 13 billion kWh annually [6] Group 3 - Tencent is testing a new feature in WeChat that allows users to comment with stickers in Moments, currently in a limited beta phase [7] - The founder of Pang Donglai announced the closure of several stores, citing quality issues despite good performance [8] - Meituan is expanding its instant retail business, with plans to cover all first and second-tier cities [9] Group 4 - Tesla has begun trial operations of its autonomous taxi service in Austin, Texas, offering rides at a flat rate of $4.2 [10] - SoftBank's Masayoshi Son is seeking to partner with TSMC to establish a $1 trillion AI manufacturing center in Arizona [11] - Faraday Future has secured 4,000 pre-orders for its FX Super One MPV, with significant interest from B2B partners [12] Group 5 - LoBo is accelerating its expansion into Southeast Asia, planning to launch autonomous driving services in Singapore and Malaysia this year [13] - Nvidia and Foxconn are negotiating the deployment of humanoid robots in a Houston factory, aimed for operational status by Q1 next year [14] - Novo Nordisk reported significant weight loss results from its semaglutide treatment in a recent clinical trial [15] Group 6 - The European Medicines Agency has given a positive opinion on Springworks' drug for treating progressive fibromatosis [16] - New Zealand will implement two visa facilitation policies for Chinese citizens starting November 2025, easing travel requirements [17][18] - Several companies, including Tiangong Robotics and others, have recently secured significant funding for their projects [18]

证券代码：688008 证券简称：澜起科技 澜起科技股份有限公司 2025 年第一次临时股东大会会议资料 澜起科技股份有限公司 澜起科技股份有限公司 2025 年第一次临时股东大会会议 资料 澜起科技股份有限公司 议案 3：关于公司发行 H 股股票并在香港联合交易所有限公司上市的议案 ..... 42 议案 4：关于公司发行 H 股股票并在香港联合交易所有限公司上市方案的议案 议案 7：关于公司发行 H 股股票并在香港联合交易所有限公司上市决议有效期的 议案 8：关于提请股东大会授权董事会及其授权人士全权处理与公司发行 H 股股 议案 11：关于修订于 H 股发行上市后适用的《公司章程》及相关议事规则的议 议案 15：关于 2025 年第二次以集中竞价交易方式回购公司 A 股股份方案的议案 澜起科技股份有限公司 2025 年第一次临时股东大会会议资料 澜起科技股份有限公司 2025 年第一次临时股东大会会议资料 澜起科技股份有限公司 为了维护全体股东的合法权益，确保股东大会的正常秩序和议事效率，保证 大会的顺利进行，根据《中华人民共和国公司法》 三、会议按照会议通知上所列顺序审议、表决议案。 四、股东及股东代 ...

澜起科技股份有限公司 2025 年第一次临时股东大会会议资料 证券代码：688008 证券简称：澜起科技 澜起科技股份有限公司 2025 年第一次临时股东大会会议资料 2025 年 7 月 澜起科技股份有限公司 2025 年第一次临时股东大会会议资料 澜起科技股份有限公司 2025 年第一次临时股东大会会议资料目录 | 澜起科技股份有限公司 年第一次临时股东大会会议须知 2025 1 | | | --- | --- | | 2025 年第一次临时股东大会会议议程 3 | 澜起科技股份有限公司 | | 议案 1：关于修订《公司章程》及相关议事规则的议案 6 | | | 议案 2：关于修订公司内部治理制度的议案 20 | | | 议案 H 股股票并在香港联合交易所有限公司上市的议案 42 | 3：关于公司发行 | | 议案 股股票并在香港联合交易所有限公司上市方案的议案 H | 4：关于公司发行 | | 43 | | | 议案 5：关于公司转为境外募集股份有限公司的议案 46 | | | 议案 H 股股票募集资金使用计划的议案 47 | 6：关于公司发行 | | 议案 H 股股票并在香港联合交易所有限公司上市决议 ...

金融界6月24日消息，上证指数低开高走，上证智选科创板价值50策略指数 (智选科创价值50，950228) 报1325.19点。 数据统计显示，上证智选科创板价值50策略指数近一个月下跌0.10%，近三个月下跌5.94%，年至今下 跌1.12%。 据了解，上证智选科创板价值50策略指数从科创板上市公司证券中选取经营风险及估值水平较低的50只 上市公司证券作为指数样本，反映科创板具备一定价值特征的上市公司证券的整体表现。该指数以2019 年12月31日为基日，以1000.0点为基点。 资料显示，指数样本每季度调整一次，样本调整实施时间分别为每年3月、6月、9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。特殊情况下将对指数进行临时调整。当样本退市时，将 其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 从指数持仓来看，上证智选科创板价值50策略指数十大权重分别为：中芯国际（6.29%）、海光信息 （4.02%）、寒武纪（3.47%）、传音控股（2.8%）、铁建重工（2 ...

Core Viewpoint - The semiconductor sector in China is experiencing significant growth, with key companies achieving substantial revenue milestones and the market showing strong performance in ETFs and stock indices [4][5][6]. Group 1: Market Performance - The Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index rose by 1.88%, with notable increases in stocks such as Cambricon (5.99%) and Peak Technology (4.16%) [1]. - The Sci-Tech Chip ETF (588200) increased by 1.83%, reflecting strong investor interest [1]. - The ETF recorded a turnover of 3.61% during the trading session, with a total transaction volume of 9.48 billion yuan [4]. Group 2: Fund Performance - Over the past week, the Sci-Tech Chip ETF saw a significant increase in scale, growing by 5.99 billion yuan, leading among comparable funds [4]. - The ETF's share count increased by 21.3 million shares in the last week, also ranking first among comparable funds [4]. - The ETF has experienced continuous net inflows over the past three days, with a peak single-day net inflow of 173 million yuan, totaling 315 million yuan [4]. Group 3: Company Achievements - In Q1 2025, both Changxin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) surpassed 1 billion USD in quarterly revenue, marking a significant achievement for domestic storage companies [4]. - The top ten weighted stocks in the Sci-Tech Chip Index account for 57.93% of the index, with companies like SMIC and Cambrian leading the way [6][8]. Group 4: Policy Support - Domestic policies continue to empower technological innovation, encouraging tech companies to leverage capital markets for growth [5]. - The establishment of the National Integrated Circuit Industry Investment Fund Phase III, with a registered capital of 344 billion yuan, underscores the government's commitment to supporting the semiconductor industry [5].