证券代码：688008 证券简称：澜起科技 公告编号：2025-047 澜起科技股份有限公司 2025 年中期利润分配方案公告 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、2025 年中期利润分配方案内容 截至 2025 年 6 月 30 日，澜起科技股份有限公司（以下简称"公司"）期末 母公司可供分配利润为 430,010,596.03 元。经公司第三届董事会第十次会议决议， 公司 2025 年中期拟以实施权益分派股权登记日登记的总股本扣除公司回购专用 账户上已回购股份后的股份余额为基数分配利润。本次利润分配方案如下： 公司拟以实施权益分派股权登记日登记的总股本扣除公司回购专用账户上 已回购股份后的股份余额为基数，每 10 股派发现金红利 2.00 元（含税）。截至 2025 年 8 月 29 日，公司的总股本 1,145,151,330 股，其中回购专用账户的股数为 10,452,000 股，因此本次拟发放现金红利的股本基数为 1,134,699,330 股，以此计 算合计拟派发现金红利 226 ...

Group 1 - The core viewpoint of the article highlights the performance of the Kweichow Moutai ETF, which opened at 1.610 yuan with a gain of 0.50% on August 29 [1] - The major holdings of the Kweichow Moutai ETF include companies such as SMIC, Haiguang Information, and Cambrian, with respective opening declines of 4.38%, 2.58%, and 6.80% [1] - The ETF's performance benchmark is the Shanghai Stock Exchange Science and Technology Innovation Board Chip Index, managed by Fortune Fund Management Co., Ltd., with a return of 58.61% since its inception on December 30, 2024, and a return of 39.93% over the past month [1]

Group 1 - The core point of the article highlights the performance of the Kexin Chip 50 ETF (588750), which opened down 0.93% at 1.496 yuan on August 29 [1] - Major holdings in the Kexin Chip 50 ETF experienced significant declines, with SMIC down 4.38%, Haiguang Information down 2.58%, and Cambrian down 6.80% [1] - The Kexin Chip 50 ETF has a performance benchmark of the Shanghai Stock Exchange Science and Technology Innovation Board Chip Index, managed by Huatai-PineBridge Fund Management Co., Ltd. [1] Group 2 - Since its inception on December 18, 2024, the Kexin Chip 50 ETF has achieved a return of 50.67%, with a one-month return of 39.91% [1] - The fund manager is Sun Hao, indicating a specific leadership in the management of the ETF [1]

Core Viewpoint - The A-share market is experiencing a strong performance, particularly in the technology sector, with significant trading volume and a notable rise in the Sci-Tech Innovation Board [1][2] Market Performance - The A-share market indices collectively strengthened, with a trading volume reaching 29,708 billion yuan [1] - The Sci-Tech Innovation Board has shown robust performance, with the Shanghai Sci-Tech Innovation Board New Generation Information Technology Index achieving a one-year increase of 129.41%, outperforming the Sci-Tech 50 Index and Sci-Tech 100 Index, which recorded increases of 103.30% and 100.41% respectively [2] Index Performance - Historical performance data indicates that over the past three years, the Shanghai Sci-Tech Innovation Board New Generation Information Technology Index has increased by 94.64%, while the Sci-Tech 50 Index and Sci-Tech 100 Index have increased by 30.46% and 3.77% respectively [2] - The index's performance over the past five years shows an increase of 26.98%, contrasting with declines in the Sci-Tech 50 Index and Sci-Tech 100 Index, which decreased by 3.47% and 13.08% respectively [2] Key Holdings - As of July 31, 2025, the top ten weighted stocks in the Shanghai Sci-Tech Innovation Board New Generation Information Technology Index include SMIC (10.1%), Cambricon (10%), and Haiguang Information (8.8%) [2] Future Outlook - The Sci-Tech Innovation Board is viewed as a "testing ground" for capital market reforms, with long-term investment value supported by the ongoing push for technology-driven high-quality growth in China [1] - The index is expected to provide an efficient way for investors to share in China's technological dividends, particularly in key areas such as semiconductors, software, and AI [1]

融通人工智能指数(LOF)A（161631）基金经理为何天翔、林丽娟。 8月29日，澜起科技跌5.28%，截至发稿，报111.30元/股，成交32.46亿元，换手率2.50%，总市值 1274.55亿元。 资料显示，澜起科技股份有限公司位于上海市徐汇区漕宝路181号和光天地16层,香港铜锣湾希慎道33号 利园1期19楼1918室，成立日期2004年5月27日，上市日期2019年7月22日，公司主营业务涉及为云计算 和人工智能领域提供以芯片为主的解决方案。主营业务收入构成为：互连类芯片92.04%，津逮服务器 平台7.68%，其他(补充)0.28%。 从基金十大重仓股角度 数据显示，融通基金旗下1只基金重仓澜起科技。融通人工智能指数(LOF)A（161631）二季度减持6.6 万股，持有股数45.46万股，占基金净值比例为4.63%，位居第八大重仓股。根据测算，今日浮亏损失约 281.84万元。 融通人工智能指数(LOF)A（161631）成立日期2017年4月10日，最新规模6.45亿。今年以来收益 59.06%，同类排名134/4222；近一年收益127.11%，同类排名88/3776；成立以来收益131. ...

Group 1 - The financing balance of the Sci-Tech Innovation Board increased by 6.616 billion yuan compared to the previous day, marking a continuous increase for 34 trading days [1] - As of August 28, the total margin financing balance on the Sci-Tech Innovation Board reached 224.638 billion yuan, with a financing balance of 223.868 billion yuan [1] - Among the stocks on the Sci-Tech Innovation Board, 471 had a financing balance exceeding 100 million yuan, with 30 stocks having a balance over 1 billion yuan [1] Group 2 - The stock with the highest net financing inflow was Cambrian, with a latest financing balance of 10.770 billion yuan, increasing by 1.566 billion yuan, and the stock rose by 15.73% on that day [2] - Other stocks with significant net financing inflows included SMIC and Lattice Semiconductor, with net inflows of 1.348 billion yuan and 480 million yuan, respectively [2] - The average increase for stocks with net financing inflows exceeding 50 million yuan was 7.12%, with notable gainers including Qi Anxin and SMIC, which rose by 18.00% and 17.45% respectively [2] Group 3 - The stocks with the highest financing balance as a percentage of their market capitalization included Youfang Technology at 7.72%, followed by Ruikeda and Yuntian Lefe, with ratios of 6.32% and 6.23% respectively [2] - The sectors attracting the most interest from financing clients were electronics, computers, and power equipment, with 17, 6, and 2 stocks respectively [2] - Stocks with significant financing inflows also showed varied performance, with some experiencing declines, such as Zhongxin Bo and Huana Pharmaceutical, which fell by 5.57% and 2.27% respectively [3]

Group 1 - The total margin balance of the Sci-Tech Innovation Board reached 224.638 billion yuan on August 28, an increase of 6.631 billion yuan compared to the previous trading day [1] - The financing balance amounted to 223.868 billion yuan, increasing by 6.616 billion yuan, while the margin short balance was 0.77 billion yuan, up by 0.015 billion yuan [1] - On August 28, 321 stocks on the Sci-Tech Innovation Board experienced net financing inflows, with 30 stocks having net inflows exceeding 50 million yuan [1] Group 2 - Cambricon Technologies led the net financing inflow with an amount of 1.565 billion yuan, followed by SMIC, Lattice Semiconductor, Haiguang Information, and Shijia Photon, each with net inflows exceeding 200 million yuan [1]

Group 1 - On August 28, among the 31 first-level industries, 18 industries received net financing inflows, with the electronics industry leading at a net inflow of 8.103 billion [1] - Other industries with significant net financing inflows included telecommunications, non-ferrous metals, automotive, computer, and pharmaceutical biology, each exceeding 600 million [1] Group 2 - A total of 1,860 individual stocks received net financing inflows on August 28, with 67 stocks having inflows exceeding 100 million [1] - Among these, 29 stocks had net inflows over 200 million, with Cambricon Technologies leading at 1.565 billion [1] - Other notable stocks with significant net inflows included SMIC, Newyea, ZTE, Zhongji Xuchuang, China Rare Earth, and Lanke Technology, each exceeding 400 million [1]

Core Viewpoint - The leading chip ETF (159801) experienced a decline of 2.35% at the opening, indicating a bearish trend in the semiconductor sector [1] Group 1: ETF Performance - The leading chip ETF (159801) opened at 0.830 yuan, reflecting a decrease of 2.35% [1] - Since its establishment on January 20, 2020, the ETF has achieved a return of 68.86% [1] - The ETF's return over the past month stands at 32.77% [1] Group 2: Major Holdings Performance - Major holdings in the ETF include: - SMIC (中芯国际) down 4.38% [1] - Haiguang Information (海光信息) down 2.58% [1] - Cambricon (寒武纪) down 6.80% [1] - Northern Huachuang (北方华创) down 4.27% [1] - OmniVision (豪威集团) unchanged at 0.00% [1] - Lattice Semiconductor (澜起科技) down 2.00% [1] - Zhongwei Company (中微公司) down 2.44% [1] - Zhaoyi Innovation (兆易创新) down 1.61% [1] - Changdian Technology (长电科技) up 0.12% [1] - Unisoc (紫光国微) down 0.62% [1] Group 3: Management and Benchmark - The ETF is managed by GF Fund Management Co., Ltd. [1] - The performance benchmark for the ETF is the National Securities Semiconductor Chip Index return [1]

风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 8月29日，科创芯片ETF（588200）开盘跌2.48%，报2.200元。科创芯片ETF（588200）重仓股方面，中 芯国际开盘跌4.38%，海光信息跌2.58%，寒武纪跌6.80%，澜起科技跌2.00%，中微公司跌2.44%，沪硅 产业跌0.09%，恒玄科技跌1.58%，思特威跌0.59%，华海清科涨0.70%。 科创芯片ETF（588200）业绩比较基准为上证科创板芯片指数收益率，管理人为嘉实基金管理有限公 司，基金经理为田光远，成立（2022-09-30）以来回报为126.13%，近一个月回报为39.90%。 来源：新浪基金∞工作室 ...