转自：智通财经 【智通财经9月1日早间新闻精选】 1、据商务部网站，当地时间8月27日-29日，商务部国际贸易谈判代 表兼副部长李成钢访问美国，与美国财政部、商务部和贸易代表办公室相关官员举行会谈。双方围绕落 实中美两国元首通话共识，就中美经贸关系、落实中美经贸会谈共识等问题进行了交流沟通。 2、8月 29日，美国商务部将英特尔半导体（大连）有限公司、三星中国半导体有限公司以及SK海力士半导体 （中国）有限公司移出"经验证最终用户"授权名单。对此，商务部新闻发言人表示，中方将采取必要措 施，坚决维护企业正当权益。 3、证监会主席吴清近日在北京召开专题座谈会。吴清强调，下一步，证 监会将持续巩固资本市场回稳向好势头，以深化投融资综合改革为牵引，加快推进新一轮资本市场改革 开放，不断增强市场的吸引力和包容性，积极倡导长期投资、价值投资、理性投资理念。 4、国家统计 局8月31日公布数据显示，8月份，制造业采购经理指数为49.4%，较上月上升0.1个百分点；非制造业商 务活动指数为50.3%，比上月上升0.2个百分点，高于临界点，非制造业继续保持扩张。 5、据Wind统计 显示，截至6月末，中央汇金投资有限责任公司 ...

据艾瑞咨询预测，中国人工智能产业未来五年将保持32.1%的年均复合增长率，2029年市场规模将突破万亿元。多重利好催化下，市场热 度持续高涨，人工智能产业投资价值空间有望进一步打开。 人工智能板块热度持续 "人工智能三剑客"提前布局 在产业端，深度求索（DeepSeek）宣布升级版大模型DeepSeek V3.1，采用UE8MO FP8 Scale参数精度，针对性适配下一代国产芯片适 配，标志着国产AI软硬件协同迈进新阶段，有望加速构建"芯片－大模型－应用"全生态闭环，推动人工智能产业商业化发展。 政策方面，《关于深入实施"人工智能+"行动的意见》的发布，进一步点燃市场对 人工智能板块的热情。 这个夏天， 人工智能的热度比气温更加灼人。投资者间热议着寒武纪股价超过茅台、登顶新一代"股王"的传奇。从产业端到政策端的多重 利好，点燃市场对人工智能板块的热情。 科创人工智能ETF华夏（589010）于4月9日上市，截至8月29日，收盘价为1.515，短短四个多月，二级市场涨幅即超50%。创业板人工 智能ETF华夏（159381）3月24日上市以来涨幅超60%，人工智能AIETF（515070）年内涨幅亦达到59.6 ...

Suspension and Resumption of Trading - SMIC is planning to issue A-shares to acquire minority stakes in its subsidiary, SMIC North, leading to a suspension of its stock trading [1] - Huahong Semiconductor intends to issue shares and pay cash to acquire 97.5% of Huali Micro's equity and will resume trading [2] - Tailin Micro plans to acquire 100% of Panqi Micro, both companies operate in the low-power wireless IoT chip design sector, and will resume trading [2] Mergers and Acquisitions - Xingchen Technology plans to acquire 53.3087% of Furui Kun for 214 million yuan, aiming to enhance its capabilities in connectivity, audio, and low power, thereby strengthening its SoC self-developed IP platform [3] - Huijin Co. intends to cash purchase 20% of Cooper New Energy's equity, which is expected to constitute a major asset restructuring [3] Share Buybacks - Kweichow Moutai's controlling shareholder plans to increase its stake by purchasing 3 to 3.3 billion yuan worth of company shares [4] - Kaiying Network intends to repurchase shares worth 100 to 200 million yuan [4] Investment Cooperation and Operational Status - Jiayuan Technology plans to invest 500 million yuan to acquire a portion of Endatong's equity, which is related to the optical module industry [5] - Zhiyang Innovation plans to establish a wholly-owned subsidiary with an investment of 20 million yuan to promote embodied intelligence technology innovation [6] - Yunzhu Technology plans to raise no more than 876 million yuan through a private placement for the upgrade and expansion of chip insertion integrated (CMI) component projects [6] Performance Changes - Sails reported a net profit of 2.941 billion yuan for the first half of 2025, an increase of 81.03% year-on-year [8] - BYD's net profit for the first half reached 15.51 billion yuan, up 13.79% year-on-year [8] - Lanke Technology reported a net profit of 1.159 billion yuan for the first half, a significant increase of 95.41% year-on-year [8] - Yilake Co. reported a net profit of 2.515 billion yuan for the first half, up 13.69% year-on-year, with a lithium salt project expected to start trial operations by the end of September [8] - Haowei Group reported a net profit of 2.028 billion yuan for the first half, an increase of 48.34% year-on-year, and has entered NVIDIA's supply chain [9] - Tianqi Lithium reported a net profit of 84.41 million yuan for the first half, marking a return to profitability [10] - China Rare Earth reported a net profit of 162 million yuan for the first half, also returning to profitability [10] - BeiGene reported a net profit of 450 million yuan for the first half, returning to profitability [10] - Guoxuan High-Tech reported a net profit of 367 million yuan for the first half, an increase of 35.22% year-on-year, and plans to invest up to 4 billion yuan in a new lithium-ion battery manufacturing base [10] - Lingyi Technology reported a net profit of 930 million yuan for the first half, an increase of 35.94% year-on-year [10] - Shenwan Hongyuan reported a net profit of 4.284 billion yuan for the first half, an increase of 101% year-on-year [10] - Zhongtai Securities reported a net profit of 711 million yuan for the first half, an increase of 77.26% year-on-year [10] - Guotai Junan reported a net profit of 15.737 billion yuan for the first half, an increase of 213.74% year-on-year [10] - China Shipbuilding reported a net profit of 2.946 billion yuan for the first half, an increase of 108.59% year-on-year [10] - Yangtze Power reported a net profit of 13.056 billion yuan for the first half, an increase of 14.86% year-on-year [10] - TCL Technology reported a net profit of 1.883 billion yuan for the first half, an increase of 89.26% year-on-year [10] - ST Huatuo reported a net profit of 2.656 billion yuan for the first half, an increase of 129% year-on-year [10] - Wentai Technology reported a net profit of 474 million yuan for the first half, an increase of 237.36% year-on-year [10]

Group 1 - As of August 30, 5424 A-share listed companies have disclosed their 2025 semi-annual reports, with total revenue of 34.99 trillion yuan, a year-on-year increase of 0.02%, and net profit attributable to shareholders of 2.99 trillion yuan, a year-on-year increase of 2.45% [2] - The National Development and Reform Commission announced measures to improve the participation of private enterprises in major national projects, including setting minimum investment ratios for private capital in key sectors [2] - Alibaba's Q1 FY2026 financial report showed revenue of 247.65 billion yuan, a year-on-year increase of 2%, and net profit of 42.38 billion yuan, a year-on-year increase of 76%, exceeding market expectations [2] Group 2 - The State Council held a meeting to discuss the implementation of comprehensive reforms for market-oriented allocation of factors in certain regions and to promote the revitalization of ordinary high schools [3] - The Ministry of Human Resources and Social Security emphasized the need to promote employment for college graduates and long-term unemployed youth [3] - The National Development and Reform Commission and the National Health Commission issued a notice to promote inclusive childcare services, aiming to reduce the burden on families [3] Group 3 - The Ministry of Finance reported that from January to July, the total operating revenue of state-owned and state-controlled enterprises remained flat year-on-year, with a profit decline of 3.3% [3] - The Ministry of Finance and the Emergency Management Department allocated 220 million yuan in disaster relief funds to support emergency rescue efforts in seven provinces [3] Group 4 - The China Securities Regulatory Commission held a meeting to discuss the planning of the capital market during the 14th Five-Year Plan, emphasizing the need for high-quality development and long-term investment [5] - On Friday, A-shares saw collective gains, with the ChiNext Index briefly surpassing 2900 points, driven by strong performances in lithium battery and rare earth sectors [5] - The Hong Kong Hang Seng Index closed up 0.32%, with notable performances in the pharmaceutical and non-ferrous sectors [6] Group 5 - The China Banking Association reported that by the end of 2024, foreign institutions and individuals held 7.12 trillion yuan in RMB assets, a year-on-year increase of 9.4% [7] - Goldman Sachs maintained an overweight rating on Chinese offshore stocks and A-shares, predicting a 10% return for the MSCI China Index over the next 12 months [7] - Recent brokerage strategy meetings indicated a positive outlook for the A-share market, particularly in technology and consumer sectors [7] Group 6 - Semiconductor Manufacturing International Corporation plans to issue A-shares to acquire minority stakes in its subsidiary [9] - Kweichow Moutai's controlling shareholder intends to increase its stake in the company by 3 to 3.3 billion yuan [9] - BYD reported a net profit of 15.51 billion yuan for the first half of the year, a year-on-year increase of 13.79% [9] Group 7 - Huawei's semi-annual report indicated revenue of 427.04 billion yuan, a year-on-year increase of 3.95%, while net profit decreased by 32% [13] - Xiaomi recalled over 146,900 units of a specific power bank model due to potential overheating risks [13] Group 8 - The U.S. stock market saw declines across major indices, with the Dow Jones down 0.2% and the Nasdaq down 1.15%, influenced by tech stock pullbacks and inflation concerns [17] - European stock indices also closed lower, with the German DAX down 0.57% and the French CAC40 down 0.76%, affected by geopolitical risks and economic data [17]

格隆汇8月29日丨澜起科技(688008.SH)公布半年度报告，2025年上半年，公司实现营业收入26.33亿元，较上年同期增长58.17%，其中互连类芯片产品线实现销售收入24.61亿元，较上年 ...

澜起科技股份有限公司 2025 年半年度报告 公司代码：688008 公司简称：澜起科技 澜起科技股份有限公司 澜起科技股份有限公司 2025 年半年度报告 重要提示 一、 本公司董事会及董事、高级管理人员保证半年度报告内容的真实性、准确性、完整性，不 存在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 二、 重大风险提示 公司已在本报告中描述可能存在的相关风险，敬请查阅本报告 "第三节 管理层讨论与分析 " 之 "四、 风险因素 " 。 三、 公司全体董事出席董事会会议。 四、 本半年度报告未经审计。 五、 公司负责人杨崇和、主管会计工作负责人苏琳及会计机构负责人（会计主管人员）苏琳声 明：保证半年度报告中财务报告的真实、准确、完整。 六、 董事会决议通过的本报告期利润分配预案或公积金转增股本预案 公司2025年半年度利润分配方案为：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 ...

| 2025 年半年度报告摘要 | 澜起科技股份有限公司 | 公司代码：688008 | 公司简称：澜起科技 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 澜起科技股份有限公司 | 2025 年半年度报告摘要 | 澜起科技股份有限公司 | | | | | | | 第一节 | 重要提示 | http://www.sse.com.cn 网站仔细阅读半年度报告全文。 | 展规划，投资者应当到 | | | | | | 公司已在本报告中描述可能存在的相关风险，敬请查阅本报告"第三节 | 管理层讨论与分析" | 之"四、风险因素"。 | | | | | | | 在虚假记载、误导性陈述或重大遗漏，并承担个别和连带的法律责任。 | 公司2025年半年度利润分配方案为：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， ...

智通财经APP讯，澜起科技(688008.SH)披露2025年半年度报告，报告期公司实现营收26.33亿元，同比 增长58.17%;归母净利润11.59亿元，同比增长95.41%;扣非净利润10.91亿元，同比增长100.52%;基本每 股收益1.02元。公司拟每10股派发现金红利2.00元(含税)。 ...

证券代码：688008 证券简称：澜起科技 公告编号：2025-047 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 226,939,866.00（含税）；2025 年上半年，公司以现金为 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 ...

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 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： 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 算合计拟派发现金红利 226,939,866.00（含税）；2025 年上半年，公司以现金为 对价，通过集中竞价方式回购股份金额为 79,048,550.19 元（不含佣金、过户费 等交易费用），现金分红和回购金额合计 305,988,416.19 元（含税），占 2025 年半年度归属于上市公司股东净利 ...