作为全球VR领域的标杆性盛会，世界VR产业大会将于本周末举办。 大会还聚集产业链各环节核心力量，邀请包括京东方、蓝色光标、海信集团、歌尔股份、影石科技、Unity、霍尼韦尔等全 球领军企业深入对接交流，分享最新成果。 大会将举办5个专题对接会，包括"AI+VR融合创新专题对接""AI+XR眼镜专题对接""VR+低空经济专题对接"等，还将举办 4个企业生态论坛，包括"中国联通生态论坛""华为生态论坛""科骏生态论坛"等。 江西VR产业走在前列 近年来，江西省VR产业发展迅速，已成为全国VR产业的重要集聚地之一，呈现出产业规模不断扩大、企业加速集聚、创 新能力持续提升、应用场景广泛拓展等特点。 从产业规模来看，2024年，江西省VR及相关产业营业收入实现1100亿元，同比增长9.34%，与2018年的42亿元相比，产业 规模扩张了约26倍。 目前，全省共有VR企业超400家，华为、阿里、联想、HTC、科大讯飞等龙头企业先后落地南昌，并聚集了华勤、龙旗、 联创电子、欧菲光等VR硬件制造企业。 技术创新方面，国家虚拟现实创新中心自2022年正式揭牌以来，在液晶透镜变焦显示、三维重建、感知交互、眼动追踪、 手势追踪等多 ...

Group 1 - The report highlights that foreign capital has shown a consensus in increasing allocations to Chinese technology assets, particularly in the context of rising demand for computing power and strengthened AI narratives, which have enhanced expectations for application recovery [1][7] - In Q3, foreign capital experienced a net outflow of approximately 841 billion HKD from Hong Kong stocks, although this was an improvement compared to Q2. The primary inflows were observed in software services (172 billion HKD from stable foreign capital and 47 billion HKD from flexible foreign capital) and hardware equipment (36 billion HKD and 105 billion HKD) [5][7] - For A-shares, the Northbound capital saw an overall outflow of 158.2 billion CNY in Q3, with a smaller net outflow of about 20.3 billion CNY when excluding Chinese custodial funds. Stable long-term foreign capital accounted for a significant portion of this outflow, while short-term flexible foreign capital saw an inflow of approximately 99.9 billion CNY [8][21] Group 2 - The report indicates that foreign capital has increased its allocation to various technology sectors in both Hong Kong and A-shares, including new energy, electronics, and machinery, while reducing exposure to banks and consumer sectors [5][8] - Specific sectors such as electric power equipment and electronics saw notable increases in foreign capital allocation, with stable foreign capital's overweight in electric power equipment rising by 3.7 percentage points compared to Q2 [21][22] - The report lists individual stocks that attracted significant foreign inflows, including BYD (138.4 billion CNY) and CATL (133.8 billion CNY) in the automotive and electric power equipment sectors, respectively, while companies like Kweichow Moutai and China Ping An experienced substantial outflows [22]

Group 1: ETF Performance - The Sci-Tech Chip ETF experienced a turnover of 3.59% during trading, with a transaction volume of 1.512 billion yuan [2] - The ETF's scale increased by 261 million yuan over the past week, reaching a new high of 17.38 billion shares, ranking first among comparable funds [2] - The ETF has seen continuous net inflows for 11 days, with a single-day peak net inflow of 2.748 billion yuan, totaling 7.428 billion yuan in net inflows [2] - As of October 15, the ETF's net value has risen by 143.18% over the past three years, ranking 14th out of 1890 index equity funds, placing it in the top 0.74% [2] - The ETF's highest monthly return since inception was 35.07%, with the longest streak of consecutive monthly gains being 4 months and the longest gain percentage being 74.17% [2] Group 2: Semiconductor Industry Insights - On October 15, Haiguang Information released the first A-share semiconductor performance report for Q3 2025, reporting a revenue of 9.49 billion yuan, a year-on-year increase of 54.65%, and a net profit of 1.961 billion yuan, up 28.56% year-on-year [3] - The semiconductor industry is experiencing strong demand, with ongoing domestic substitution driving the need for domestic semiconductor equipment [3] - Institutions recommend focusing on companies that have achieved technological breakthroughs in key areas and have entered the mainstream chip manufacturing supply chain [3] - Donghai Securities believes that investment intensity in the AI sector remains strong, indicating long-term growth potential [3] - The domestic semiconductor substitution process is expected to accelerate, enhancing local semiconductor supply chain construction and reshaping global semiconductor supply chain dynamics [3] Group 3: Top Weighted Stocks - The top ten weighted stocks in the Shanghai Sci-Tech Chip Index account for 59.69% of the index, with notable companies including Haiguang Information, Lanke Technology, and SMIC [2][3] - The performance of these stocks varies, with notable changes in stock prices, such as Huami Information down 2.58% and Cambrian up 3.67% [5] - Investors without stock accounts can access domestic chip investment opportunities through the Sci-Tech Chip ETF linked fund (017470) [5]

存储芯片概念股再度走强，消息面上：1、美股、日韩多家企业大涨，美股：闪迪+13%、西部数据 +6.5%、美光+2.61%；韩国存储海力士、三星创新高。2、存储周度价格跳涨，DDR4 16Gb 3200跳涨 47%；DDR4 RDIMM 16GB 3200跳涨66.67%；SSD产品涨幅18%左右。机构指出，近期存储板块回调充 分，且板块利好催化陆续释放。 数据显示，截至2025年9月30日，国证半导体芯片指数(980017)前十大权重股分别为寒武纪(688256)、中 芯国际(688981)、海光信息(688041)、北方华创(002371)、澜起科技(688008)、兆易创新(603986)、中微 公司(688012)、豪威集团(603501)、长电科技(600584)、紫光国微(002049)，前十大权重股合计占比 71.38%。 半导体ETF紧密跟踪国证半导体芯片指数，为反映沪深北交易所芯片产业相关上市公司的市场表现，丰 富指数化投资工具，编制国证半导体芯片指数。 截至2025年10月16日 10:44，国证半导体芯片指数(980017)上涨0.73%，成分股兆易创新(603986)上涨 4.96%，通 ...

Group 1 - The core point of the article highlights the performance of the Southern Science and Technology Chip ETF (588890), which opened down 0.55% at 2.707 yuan on October 16 [1] - The major holdings of the ETF include companies such as SMIC, which opened down 1.36%, and Haiguang Information, which fell by 4.58%, while Cambrian Technology increased by 1.45% [1] - The ETF's performance benchmark is the Shanghai Stock Exchange Science and Technology Innovation Board Chip Index, managed by Southern Fund Management Co., Ltd., with a return of 172.63% since its establishment on April 15, 2024, and a return of 10.94% over the past month [1]

10月16日，澜起科技盘中上涨2.03%，截至09:36，报147.49元/股，成交5.53亿元，换手率0.33%，总市 值1688.98亿元。 资金流向方面，主力资金净流入926.17万元，特大单买入7908.77万元，占比14.30%，卖出6472.05万 元，占比11.70%；大单买入1.31亿元，占比23.65%，卖出1.36亿元，占比24.57%。 澜起科技今年以来股价涨118.46%，近5个交易日跌6.11%，近20日涨29.26%，近60日涨73.60%。 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93.44%，津逮服务器 平台6.37%，其他(补充)0.19%。 机构持仓方面，截止2025年6月30日，澜起科技十大流通股东中，香港中央结算有限公司位居第一大流 通股东，持股1.15亿股，相比上期增加2757.36万股。华夏上证科创板50成份ETF（588000 ...

Core Points - The company announced a cash dividend of CNY 0.20 per share for the first half of 2025 [2][4] - The dividend distribution plan was approved at the annual general meeting on May 6, 2025, and subsequently ratified by the board on August 29, 2025 [2][4] - The total number of shares eligible for the dividend is 1,134,699,330 shares after excluding shares held in the company's repurchase account [4][6] Dividend Distribution Details - The cash dividend distribution is based on the total share capital of 1,145,151,330 shares, minus 10,452,000 shares in the repurchase account, resulting in a total cash dividend payout of CNY 226,939,866.00 (including tax) [4][6] - The cash dividend represents 26.40% of the net profit attributable to shareholders for the first half of 2025 [4] - The company will not issue bonus shares or increase capital reserves through this distribution [4] Tax Implications - Individual shareholders holding shares for over one year will not be subject to personal income tax on the dividend, while those holding for one year or less will have tax withheld upon transfer of shares [10] - For qualified foreign institutional investors (QFII), a 10% withholding tax will apply, resulting in a net dividend of CNY 0.18 per share [11][12] Share Repurchase Program - The company plans to repurchase shares using its own funds, with a total repurchase amount between CNY 200 million and CNY 400 million, and a maximum repurchase price of CNY 118 per share [13][14] - The repurchase price cap will be adjusted to CNY 117.80 per share following the dividend distribution [14]

（文章来源：证券日报） 证券日报网讯 10月15日晚间，澜起科技发布公告称，2025年半年度利润分配方案为每股现金红利0.2元 （含税）。股权登记日为2025年10月21日，除权（息）日为2025年10月22日。 ...

国浩律师（上海）事务所 专项法律意见书 关于澜起科技股份有限公司 差异化分红事项之专项法律意见书 致：澜起科技股份有限公司 根据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民 共和国证券法》（以下简称"《证券法》"）、《上市公司股份回购规则》（以 下简称"《回购规则》"）、《上海证券交易所上市公司自律监管指引第7号— —回购股份》（以下简称"《回购指引》"）以及《澜起科技股份有限公司章程》 （以下简称"《公司章程》"）等相关法律、法规及规范性文件的规定，本所律 师就澜起科技股份有限公司（以下简称"公司"）2025年度中期分红涉及的差异 化权益分派特殊除权除息处理（以下简称"差异化分红"）相关事项出具本专项 法律意见书。 国浩律师（上海）事务所 按照律师行业公认的业务标准、道德规范和勤勉尽责的精神，本所律师依据 本专项法律意见书出具日以前已发生或存在的事实和我国现行法律、法规和中国 证券监督管理委员会（以下简称"中国证监会"）的有关规定发表法律意见，并 声明如下： 1. 本所律师已严格履行了法定职责，遵循了勤勉尽责和诚实信用原则，根 据《公司法》《证券法》《回购规则》《回购指引》等相关法律、法规 ...

证券代码：688008 证券简称：澜起科技 公告编号：2025-055 澜起科技股份有限公司 相关日期 2025年半年度权益分派实施公告 本公司董事会及全体董事保证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： 每股现金红利0.20元 经澜起科技股份有限公司（以下简称"公司"）于2025 年 5 月 6 日召开的2024 年年度股东大会审议通过《关于提请股东大会授权董事会制定 2025 年度中期分红 的议案》，同意授权董事会在符合利润分配的条件下制定 2025 年中期利润分配方 案。根据前述授权，本次利润分配方案经公司 2025 年 8 月 29 日召开的第三届董 事会第十次会议审议通过。 二、分配方案 1. 发放年度：2025年半年度 | 股权登记日 | 除权（息）日 | 现金红利发放日 | | --- | --- | --- | | 2025/10/21 | 2025/10/22 | 2025/10/22 | 一、通过分配方案的股东会届次和日期 2. 分派对象： 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 ...