证券代码：688041 证券简称：海光信息 公告编号：2025-028 海光信息技术股份有限公司 关于首次公开发行部分限售股上市流通的公告 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： 本次股票上市类型为首发限售股份；股票认购方式为网下，上市股数为 1,437,780,910股。 本次股票上市流通总数为1,437,780,910股。 本次股票上市流通日期为2025 年 8 月 12 日。 公司于 2025 年 6 月 10 日披露《海光信息技术股份有限公司换股吸收合并 曙光信息产业股份有限公司并募集配套资金暨关联交易预案》，主要股东中科曙光、 海富天鼎合伙、成都产投有限、成都高投有限、成都集萃有限、蓝海轻舟合伙承 诺："自承诺函出具之日起至本次交易换股完成期间，根据法律法规及相关规范性 文件规定，本公司/本企业将不以任何方式减持所持有的海光信息股份，亦无任何 在此期间内减持海光信息股份的计划"。 一、 本次上市流通的限售股类型 中国证券监督管理委员会于 2022 年 5 月 9 日作出《关于同意海光信息技 ...

中信证券股份有限公司 关于海光信息技术股份有限公司 首次公开发行部分限售股上市流通的核查意见 中信证券股份有限公司（以下简称"中信证券"或"保荐机构"）作为海光信息 技术股份有限公司（以下简称"公司"、"海光信息"或"发行人"）首次公开发行股 票并在科创板上市的保荐机构。根据《中华人民共和国公司法》《中华人民共和 国证券法》《证券发行上市保荐业务管理办法》《上海证券交易所科创板股票上 市规则》等有关规定，对首次公开发行部分限售股上市流通事项进行核查，核查 情况如下： 一、本次上市流通的限售股类型 中国证券监督管理委员会于 2022 年 5 月 9 日作出《关于同意海光信息技术 股份有限公司首次公开发行股票注册的批复》（证监许可[2022]953 号），同意 公司首次公开发行股票的注册申请。公司首次公开发行人民币普通股 30,000.0000 万股，并于 2022 年 8 月 12 日在上海证券交易所科创板上市。发行 完成后总股本为 232,433.8091 万股，其中有限售条件流通股 212,473.2298 万股， 占公司发行后总股本的 91.41%，无限售条件流通股 19,960.5793 万股，占公司发 ...

2024年1至12月份，海光信息的营业收入构成为：集成电路产品占比99.7%，集成电路技术服务占比 0.3%。 （文章来源：每日经济新闻） 海光信息（SH 688041，收盘价：142.58元）8月4日晚间发布公告称，公司限售股份约14.38亿股将于 2025年8月12日解禁并上市流通，占公司总股本比例为61.86%。 ...

Core Insights - The main point of the news is the analysis of capital flow in the Shanghai and Shenzhen stock markets, highlighting the net inflow and outflow of funds in various sectors, particularly in the Sci-Tech Innovation Board [1][2]. Group 1: Market Overview - The total net inflow of main capital in the Shanghai and Shenzhen markets was 69.49 million yuan, with a net outflow of 241 million yuan in the Sci-Tech Innovation Board [1]. - A total of 243 stocks experienced net inflows, while 344 stocks saw net outflows [1]. Group 2: Stock Performance - Among the stocks in the Sci-Tech Innovation Board, 478 stocks rose, with four stocks hitting the daily limit up, including Nanmo Biology and Xingtou New Science [1]. - The stock with the highest net inflow was Haiguang Information, with a net inflow of 398 million yuan, followed by Xinyuan Co. and Hanwujing with net inflows of 198 million yuan and 189 million yuan, respectively [2]. Group 3: Continuous Capital Flow - There are 40 stocks that have seen continuous net inflows for more than three trading days, with Kehui Co. leading at nine consecutive days of inflow [2]. - Conversely, 151 stocks have experienced continuous net outflows, with ST Yifei leading at 16 consecutive days of outflow [2]. Group 4: Detailed Capital Flow Data - The top stocks by net inflow include: - Haiguang Information: 39.78 million yuan, with a flow rate of 8.74% and a price increase of 3.51% [2]. - Xinyuan Co.: 19.80 million yuan, with a flow rate of 11.80% and a price increase of 10.36% [2]. - Hanwujing: 18.85 million yuan, with a flow rate of 4.73% and a price change of -0.01% [2]. Group 5: Notable Outflows - The stock with the highest net outflow was Ruikeda, which saw a net outflow of 23.9 million yuan despite a price increase of 4.84% [1]. - Other notable outflows included Electric Wind Power and Jinpan Technology, with net outflows of 12.6 million yuan and 11.6 million yuan, respectively [1].

Core Viewpoint - The A-share market shows a mixed performance with the Sci-Tech Innovation Board gaining strength, particularly in the semiconductor sector, indicating potential investment opportunities in domestic AI and semiconductor companies [1][6]. Group 1: Market Performance - As of 13:21 on August 4, the Sci-Tech Innovation Board's Chip ETF (588750) rose by 1.6%, recovering from previous losses [1]. - Over the past five days, the Chip ETF has seen a net inflow of 42.8 million yuan, with three days of positive capital inflow [1]. - The Sci-Tech Chip Index (000685) increased by 1.61%, with several component stocks experiencing significant gains, such as Dongxin Co. rising by 18.29% and Chip Origin Co. increasing by over 9% [6]. Group 2: AI and Semiconductor Developments - Recent advancements in AI models, including a significant reduction in video rendering time and the nearing completion of GPT-5, highlight the rapid evolution in AI technology [3]. - The launch of a new AI model, Horizon Alpha, has garnered attention for its impressive performance in creative writing and reasoning capabilities [3]. - The global semiconductor industry is facing discussions around security risks related to AI computing chips, which may impact market dynamics [3]. Group 3: Domestic Semiconductor Industry Outlook - The current geopolitical climate is seen as a catalyst for the domestic high-performance AI chip industry, with expectations for accelerated domestic replacements of international products [4]. - The domestic semiconductor industry is witnessing a significant increase in the localization rate of manufacturing equipment, rising from 21% in 2021 to 35% in 2023 [9]. - The semiconductor sector is projected to experience a sales growth rate of 17% in 2024, with a notable increase in net profit for the chip sector expected in Q1 2025 [8]. Group 4: Investment Opportunities - The Sci-Tech Chip ETF (588750) is highlighted as a key investment vehicle, with a projected net profit growth rate of 70% in Q1 2025, significantly outperforming other indices [8]. - The AI chip market is anticipated to grow substantially, with estimates suggesting it could exceed $150 billion by 2025 and reach $400 billion by 2027 [8]. - The ongoing push for domestic semiconductor capabilities is expected to create strategic development opportunities within the industry, supported by government policies and capital investments [4][9].

金融界消息 截至2025年8月4日收盘，海光信息（688041）报收于142.55元，上涨3.48%，换手率3.6%， 成交量31.92万手，成交金额45.51亿元。 来源：金融界 资金流向方面，今日主力资金净流入3.93亿元，占比成交额8.71%。其中，超大单净流入2.94亿元、占 成交额6.51%，大单净流入9892.35万元、占成交额2.19%，中单净流出流出28238.35万元、占成交额 6.26%，小单净流出11053.05万元、占成交额2.45%。 天眼查商业履历信息显示，海光信息技术股份有限公司，成立于2014年，位于天津市，是一家以从事计 算机、通信和其他电子设备制造业为主的企业。企业注册资本232433.8091万人民币，实缴资本 232433.8091万人民币。公司法定代表人为沙超群。 通过天眼查大数据分析，海光信息技术股份有限公司共对外投资了7家企业，参与招投标项目63次，知 识产权方面有商标信息157条，专利信息1336条，此外企业还拥有行政许可3个。 海光信息最新一期业绩显示，截至2025一季报，公司营业总收入24.00亿元、同比增长50.76%，归属净 利润5.06亿元，同比增长7 ...

Investment Rating - The industry rating is maintained at "Outperform the Market" [7] Core Insights - The semiconductor sector is expected to continue its optimistic growth trajectory in 2025, driven by AI and domestic substitution efforts [5][17] - The second quarter of 2025 saw a notable increase in the allocation of semiconductor stocks within the electronic sector, with a significant focus on storage and power components [2][5] - The report highlights the strong performance of key companies in the semiconductor space, particularly in the storage segment, where price increases are anticipated [4][5] Summary by Sections 1. Q2 Semiconductor Holdings and Q3 Outlook - In Q2 2025, the A-share electronic industry allocation was 18.67%, maintaining the top position in the market, with a slight increase in the overweight ratio [2][14] - The semiconductor sector accounted for the highest proportion of holdings at 10.47% among various electronic components [2][25] 2. Q3 Downstream Industry Outlook - The report indicates stable growth in consumer electronics, with significant increases in the production of new energy vehicles and industrial applications [3][15] - In June 2025, China's smartphone production reached 108 million units, reflecting an 8.4% year-on-year increase [3][30] - The production of new energy vehicles saw a notable rise, with 1.234 million units produced, marking an 18.8% increase [3][32] 3. Storage Sector Recommendations - Jiangbolong is highlighted as a key player in the storage sector, benefiting from both cyclical and growth factors, with expected price increases in NAND and DDR4 products [4][16] - The company is positioned to leverage domestic substitution in enterprise storage, projecting a 200% year-on-year revenue increase in Q1 2025 [4][16] 4. Overall Market Trends - The semiconductor market is expected to see continued price increases in Q3 2025, particularly in the storage segment, with a focus on performance and efficiency improvements [5][17] - The report emphasizes the importance of domestic substitution and the resilience of key players in the semiconductor industry amid global supply chain challenges [5][17]

光大银行 2398.87亿市值 5.37亿成交额 4.06 +0.01(+0.25%) 保险 中国人保 中国太保 中国平安 4 3621.94亿市值 3571.07亿市值 10600.18亿市值 8.90亿成交额 20.92亿成交额 3.67亿成交额 58.21 37.12 8.19 +0.02(+0.05%) +0.01(+0.02%) +0.03(+0.37%) 酿酒行业 贵州茅台 山西汾酒 五粮液 17825.45亿市值 2173.98亿市值 4693.64亿市值 26.47亿成交额 8.84亿成交额 10.38亿成交额 1419.00 178.20 120.92 -0.71(-0.40%) +2.00(+0.14%) -0.08(-0.07%) 米含体 海光信息 北方华创 寒武纪-U HYGON 2368.74亿市值 2882.68亿市值 3314.04亿市值 39.88亿成交额 45.51亿成交额 15.21亿成交额 328.26 689.06 142.58 -1.54(-0.47%) -0.04(-0.01%) +4.83(+3.51%) 铁路公路 石油行业 中国石化 京沪高铁 中国石油 6850 ...

Group 1 - The main focus of the article is on the top 20 stocks with significant capital inflow as of August 4, with notable amounts listed for each company [1] - The leading stock with the highest capital inflow is Construction Industry, attracting 567 million yuan [1] - Other notable stocks include Great Wall Military Industry with 528 million yuan and Shanhe Intelligent with 454 million yuan [1] Group 2 - The article provides a detailed list of stocks and their respective capital inflows, indicating strong investor interest in these companies [1] - The total capital inflow for the top 20 stocks reflects a trend of increased investment activity in the market [1] - The data suggests a diverse range of sectors represented among the top inflow stocks, including technology, finance, and manufacturing [1]

Group 1 - The A-share market showed mixed performance on August 4, with the Shanghai Composite Index rising by 0.09%, driven by gains in sectors such as defense, machinery, and banking, while pharmaceuticals and retail sectors faced declines [1] - The chip sector saw strength, with the Chip ETF (159995.SZ) increasing by 0.56%, and notable gains in component stocks such as Haiguang Information (+3.38%), Weir Shares (+2.56%), and SMIC (+1.70%) [1] - In the mobile camera CIS market, domestic suppliers like Gekewei, Weir Shares, and Sitwei have captured 57% of the market share in 2024, with Gekewei's sales nearly matching Sony's, and Weir Shares surpassing Samsung [1] Group 2 - Domestic CIS manufacturers are increasing their market presence as Huawei and Xiaomi fully support them, with high-end CIS chips entering flagship smartphones, leading to a significant rise in the shipment of high-end 50MP products [2] - The Chip ETF (159995) tracks the National Chip Index, comprising 30 leading companies in the A-share chip industry, including SMIC, Cambrian, and Changdian Technology [2]