Core Insights - The financing balance of the STAR Market increased by 3.42 billion yuan compared to the previous trading day, with a total balance of 230.91 billion yuan as of September 1 [1] - The margin trading balance has been increasing for 36 consecutive trading days, indicating a growing interest in STAR Market stocks [1] - The highest financing balance is held by SMIC at 12.468 billion yuan, followed by Cambrian and Haiguang Information with balances of 11.471 billion yuan and 7.814 billion yuan respectively [1] Financing Balance Summary - A total of 345 STAR Market stocks saw an increase in financing balance, while 239 stocks experienced a decrease [1] - Notable increases in financing balance include BeiGene (33.27%), Huahong Semiconductor (23.51%), and Sanyou Medical (22.68%) [1] - Significant decreases were observed in Honghua Digital Technology (-18.77%), Haizheng Materials (-16.41%), and Huitai Medical (-15.82%) [1] Margin Trading Summary - The highest margin trading balance is held by Cambrian at 51 million yuan, followed by Haiguang Information and SMIC with balances of 40 million yuan and 37 million yuan respectively [2] - A total of 164 STAR Market stocks saw an increase in margin trading balance, while 109 stocks experienced a decrease [2] - Notable increases in margin trading balance include 221.46% for Sanofi, 220.98% for Funeng Technology, and 205.50% for Canadian Solar [2] - Significant decreases were observed in Jiangsu Beiren (-100.00%), Novogene (-86.00%), and Micron Technology (-85.87%) [2]

注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 海光信息9月1日大宗交易平台共发生2笔成交，合计成交量130.00万股，成交金额2.61亿元。成交价格均 为200.60元，相对今日收盘价折价4.00%。从参与大宗交易营业部来看，机构专用席位共出现在2笔成交 的买方或卖方营业部中，合计成交金额为2.61亿元，净买入2.61亿元。 进一步统计，近3个月内该股累计发生8笔大宗交易，合计成交金额为5.82亿元。 证券时报·数据宝统计显示，海光信息今日收盘价为208.96元，上涨7.42%，日换手率为2.83%，成交额 为134.49亿元，全天主力资金净流入6.85亿元，近5日该股累计下跌0.54%，近5日资金合计净流出11.13 亿元。 两融数据显示，该股最新融资余额为77.35亿元，近5日增加20.14亿元，增幅为35.20%。（数据宝） 9月1日海光信息大宗交易一览 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折溢 | 买方营 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | （万股） | （万元） | （元） ...

Summary of Key Points Core Viewpoint - On September 1, a total of 14 stocks on the Sci-Tech Innovation Board (STAR Market) experienced block trading, with a cumulative transaction amount of 1.009 billion yuan [1]. Group 1: Trading Overview - There were 54 block trades executed, with a total trading volume of 10.0675 million shares [1]. - The stock with the highest transaction amount was Ailis, with 30 block trades totaling 531.65 thousand shares and a transaction amount of 566 million yuan [1]. - Other notable stocks in terms of transaction amounts included Haiguang Information and Dameng Data, with transaction amounts of 261 million yuan and 46.4 million yuan, respectively [1]. Group 2: Price and Performance Analysis - The average discount rates for block trades relative to the closing prices were highest for Delong Laser, Dameng Data, and Wukuang New Energy, with discount rates of 17.79%, 16.49%, and 12.17% respectively [1]. - The STAR 50 Index rose by 1.18% on the same day, with 358 stocks (61.20%) on the STAR Market experiencing price increases [1]. - The average increase for stocks involved in block trading was 2.24%, with the largest gains seen in Huahong Company, Haiguang Information, and Aibo Medical, which rose by 9.18%, 7.42%, and 4.27% respectively [1]. Group 3: Institutional Participation - Among the block trades, there were 17 transactions involving institutional buyers or sellers across 5 stocks, with the highest buying amounts in Ailis, Haiguang Information, and Huahong Company, totaling 383 million yuan, 261 million yuan, and 22.08 million yuan respectively [2]. - In terms of capital flow, 8 stocks saw net inflows from major funds, with Haiguang Information, Hanwujing, and Delong Laser leading with net inflows of 685 million yuan, 116 million yuan, and 18.64 million yuan respectively [2]. - Conversely, the stocks with the highest net outflows included Huahong Company, Ailis, and Dameng Data, with net outflows of 1.09 billion yuan, 136 million yuan, and 51.46 million yuan respectively [2].

Market Overview - The main funds in the Shanghai and Shenzhen markets experienced a net outflow of 51.3 billion yuan, with the Sci-Tech Innovation Board seeing a net outflow of 3.797 billion yuan [1] - A total of 226 stocks saw net inflows, while 359 stocks experienced net outflows [1] Sci-Tech Innovation Board Performance - On the Sci-Tech Innovation Board, 358 stocks rose, with five stocks hitting the daily limit, including Haizheng Materials and Liyang Chip [1] - The top three stocks with the highest net inflows were Haiguang Information (6.8542 billion yuan), Baijie Shenzhou (3.0478 billion yuan), and Hongsoft Technology (2.2000 billion yuan) [1] Continuous Fund Flow Analysis - There are 45 stocks with continuous net inflows for more than three trading days, with Kunheng Shunwei leading at 10 consecutive days [2] - 144 stocks have seen continuous net outflows, with Xuantai Pharmaceutical leading at 15 consecutive days [2] Top Net Inflow Stocks - The top stocks by net inflow include: - Haiguang Information: 68.5429 million yuan, with a 7.42% increase [2] - Baijie Shenzhou: 30.4785 million yuan, with a 7.91% increase [2] - Hongsoft Technology: 22.0009 million yuan, with a 9.42% increase [2] Notable Outflow Stocks - The stocks with the highest net outflows included: - Huahong Company: 1.090 billion yuan outflow, despite a 9.18% increase [1] - Yuntian Lifefly: 323 million yuan outflow [1] - Borui Pharmaceutical: 211 million yuan outflow [1]

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) | 成交金额(万元) 成交量( * ) 买入营业部 | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | --- | | 2025-09-01 | 海光信息 | 688041 | 200.6 | 机构专用 16048 80 | 华泰证券股份有限 公司上海武定路证 | | | | | | | | 券营业部 | | | 2025-09-01 | 海光信息 | 688041 | 200.6 | 机构专用 10030 50 | 中国国际金融股份 有限公司上海分公 | | | | | | | | 밀 | | 9月1日，海光信息大宗交易成交130万股，成交额2.61亿元，占当日总成交额的1.9%，成交价200.6元，较市场收盘价208.96元折价4%。 ...

以最新收盘价计算，科创板平均股价为40.94元，其中股价超100元的有67只，股价最高的是寒武纪。 资金流向方面，科创板百元股今日主力资金合计净流入3.22亿元，净流入资金居前的有海光信息、百济 神州、中微公司等，净流入资金分别为68542.29万元、30478.55万元、21035.18万元；净流出资金居前 的有金山办公、艾力斯、国盾量子等，净流出资金分别为18841.87万元、13626.71万元、11825.44万 元。 融资融券方面，百元股最新（8月29日）融资余额合计769.26亿元，融资余额居前的有中芯国际、寒武 纪、海光信息等，最新融资余额分别为128.78亿元、106.24亿元、77.35亿元。最新融券余额合计为3.79 亿元，融券余额居前的有寒武纪、海光信息、中芯国际等，最新融券余额分别为0.50亿元、0.41亿元、 0.37亿元。（数据宝） 科创板百元股一览 证券时报·数据宝统计显示，科创板股今日上涨的有358只，下跌的有219只，以收盘价为基准测算，科 创板平均股价为40.94元，其中，收盘价超过100元的有67只，股价在50元至100元之间的有147只，股价 在30元至50元的有157 ...

● 会议召开地点：上海证券交易所上证路演中心（网址：https://roadshow.sseinfo.com/） ● 会议召开方式：上证路演中心网络互动 ● 投资者可于2025年9月1日（星期一）至9月5日（星期五）16:00前登录上证路演中心网站首页点击"提 问预征集"栏目或通过公司邮箱investor@hygon.cn进行提问。公司将在说明会上对投资者普遍关注的问 题进行回答。 海光信息技术股份有限公司（以下简称"公司"）已于2025年8月6日发布公司2025年半年度报告，为便于 广大投资者更全面深入地了解公司2025年半年度的经营成果、财务状况，公司计划于2025年9月8日（星 期一）15:00-17:00参与由上海证券交易所主办的2025年半年度科创板芯片设计行业集体业绩说明会，就 投资者关心的问题进行交流。 登录新浪财经APP 搜索【信披】查看更多考评等级 一、 说明会类型 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个别及连带责任。 重要内容提示： ● 会议召开时间：2025年9月8日（星期一）15:00-17:00 本 ...

Core Insights - As of August 29, the A-share market's financing balance reached 22,454.72 billion yuan, with a margin trading balance of 158.77 billion yuan, marking an increase of 2,744.45 billion yuan in August [1][2] - The financing balance in the electronics sector increased by over 78 billion yuan, with the highest net buying stock being Cambrian-U and the largest net selling stock being Lu'an Environmental Energy [1][2][10] Financing and Margin Trading Overview - The total margin trading balance in the A-share market reached 22,613.49 billion yuan, with the financing balance at 22,454.72 billion yuan, both hitting over a 10-year high [2][7] - The Shenzhen market's margin trading balance reached a historical high of 11,020.41 billion yuan [2] Trading Activity - In August, there were 21 trading days, with the financing balance increasing on 18 of those days, and 11 days saw increases exceeding 11 billion yuan [5] - From August 13 to August 29, A-shares experienced 13 consecutive trading days where both trading volume and margin trading balance exceeded 20 billion yuan [5][6] Sector Performance - Among the 31 sectors, 30 saw an increase in financing balance, with the electronics, computer, and communication sectors leading in net buying amounts of 784.24 million yuan, 248.12 million yuan, and 235.51 million yuan respectively [7][9] Individual Stock Activity - In August, financing clients increased their positions in 687 stocks by over 100 million yuan, with Cambrian-U leading at a net buying amount of 60.48 billion yuan [10] - The top ten stocks with the highest net buying amounts included Cambrian-U, Shenghong Technology, and SMIC, with net buying amounts of 60.48 billion yuan, 57.48 billion yuan, and 53.19 billion yuan respectively [10] Margin Selling Activity - The margin selling balance in the A-share market was 158.77 billion yuan, with an increase of 20.78 billion yuan in August [11] - The top stocks for margin selling included Kweichow Moutai, New Yisheng, and Shenghong Technology, with margin selling balances of 0.87 billion yuan, 0.84 billion yuan, and 0.83 billion yuan respectively [11]

Market Overview - The Shanghai Composite Index rose by 0.84% to close at 3857.93 points, with a peak of 3888.6 points during the week from August 25 to August 29 [1] - The Shenzhen Component Index increased by 4.36% to 12696.15 points, reaching a high of 12791.18 points [1] - The ChiNext Index saw a significant rise of 7.74%, closing at 2890.13 points, with a maximum of 2933.99 points [1] - In contrast, major global indices experienced declines, with the Nasdaq Composite down by 0.19%, the Dow Jones Industrial Average down by 0.19%, and the S&P 500 down by 0.1% [1] - In the Asia-Pacific region, the Hang Seng Index fell by 1.03%, while the Nikkei 225 Index increased by 0.2% [1] New Stock Issuance - Two new stocks were issued last week: Huaxin Jingke (603370.SH) on August 25 and Sanxie Electric (920100.BJ) on August 26 [2] Margin Trading - The total margin trading balance in the Shanghai and Shenzhen markets reached 22539.77 billion yuan, with a financing balance of 22381.01 billion yuan and a securities lending balance of 158.77 billion yuan [3] - This represents an increase of 1062.47 billion yuan compared to the previous week [3] - The Shanghai market's margin trading balance was 11519.36 billion yuan, up by 570.99 billion yuan, while the Shenzhen market's balance was 11020.41 billion yuan, increasing by 491.48 billion yuan [3] - A total of 3445 stocks had margin buying, with 331 stocks having buying amounts exceeding 1 billion yuan, led by Dongfang Caifu, Shenghong Technology, and Hanwujing with buying amounts of 226.77 billion yuan, 197.72 billion yuan, and 175.57 billion yuan respectively [3][4] Fund Issuance - Eleven new funds were launched last week, including Huashang Advantage Industry Mixed C, Jingshun Longcheng Jiyi Yuli Bond F, and Nuoan Preferred Return Mixed C among others [5] Share Buybacks - A total of 23 companies announced share buybacks last week, with the highest amounts executed by Dahua Intelligent (97.33 million yuan), Aofei Entertainment (80.80 million yuan), and Luxi Chemical (37.78 million yuan) [6][7] - The industries with the highest buyback amounts were computer, media, and basic chemicals [7]

Group 1 - The total margin balance of the STAR Market reached 227.46 billion yuan on August 29, an increase of 2.82 billion yuan compared to the previous trading day [1] - The financing balance amounted to 226.70 billion yuan, increasing by 2.83 billion yuan from the previous trading day, while the margin short balance decreased by 0.06 billion yuan to 0.76 billion yuan [1] - A total of 343 stocks on the STAR Market experienced net financing purchases, with 28 stocks having net purchases exceeding 50 million yuan [1] Group 2 - Semiconductor Manufacturing International Corporation (SMIC) topped the list with a net financing purchase of 523 million yuan [1] - Other notable stocks with significant net financing purchases include Lattice Semiconductor, BeiGene, Haiguang Information, Daqo New Energy, and Ambow Education [1]