Core Insights - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index has shown a slight increase of 0.21%, with notable gains from companies such as Sangfor Technologies and Dige Medical [3] - The ETF tracking the Sci-Tech 100 Index has also risen by 0.22%, with a cumulative increase of 1.81% for the month as of October 15, 2025 [3] - The liquidity of the Sci-Tech 100 Index ETF is strong, with a turnover rate of 1.93% and a transaction volume of 1.26 billion yuan [3] - Recent partnerships in the AI sector, such as the collaboration between Yuke and Haiguang Information, highlight the growing demand for AI computing power [4] - OpenAI's significant cloud computing contract with Oracle, valued at 300 billion USD, indicates a surge in global AI computing needs [4] Market Performance - The Sci-Tech 100 Index ETF has experienced a scale increase of 4.64 million yuan over the past month, ranking second among comparable funds [4] - The ETF's share count has grown by 2.76 million shares in the same period, also placing it second among comparable funds [4] - Despite recent net outflows of 1.56 million yuan, the ETF has attracted a total of 4.61 billion yuan over the last 16 trading days [4] Index Composition - The Sci-Tech 100 Index is composed of 100 medium-sized, liquid stocks selected from the Sci-Tech Innovation Board, reflecting the overall performance of different market capitalizations [5] - As of September 30, 2025, the top ten weighted stocks in the index account for 24.32% of the total index, including companies like Hua Hong Semiconductor and BeiGene [5]

Core Insights - On October 16, 17 companies announced a total of 17 stock repurchase updates, indicating a significant activity in the market [1] Group 1: First Disclosure of Repurchase Plans - Three companies disclosed their stock repurchase plans for the first time, with proposed repurchase amounts of up to 400 million yuan, 150 million yuan, and 100 million yuan respectively for Hengmingda, Qizhong Technology, and Kangchen Pharmaceutical [1] Group 2: Approval of Repurchase Plans by Shareholders - Five companies had their repurchase plans approved by shareholder meetings, with the highest proposed repurchase amounts being 150 million yuan for Fenghuo Communication, 70 million yuan for Shaanxi Jinye, and 10 million yuan for Youkede-W [1] Group 3: Progress of Implemented Repurchase Plans - Four companies reported on the progress of their repurchase plans, with the highest repurchase amounts being 37.86 million yuan for Jiuan Medical, 11.19 million yuan for Intercontinental Oil and Gas, and 3.09 million yuan for Jiansheng Group [1] Group 4: Completed Repurchase Plans - Five companies completed their repurchase plans, with the highest completed amounts being 797 million yuan for Zhongwei Co., 200 million yuan for Shuangta Food, and 7.5177 million yuan for Shapais [1]

证券代码：688158 证券简称：优刻得 公告编号：2025-047 优刻得科技股份有限公司 关于公司2025年限制性股票激励计划 内幕信息知情人及激励对象买卖公司股票情况的 自查报告 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。 优刻得科技股份有限公司（以下简称"公司"）于 2025 年 9 月 29 日召开了第 三届董事会第六次会议、第三届监事会第六次会议，审议通过了《关于公司< 2025 年限制性股票激励计划（草案）>及其摘要的议案》等相关议案，并于 2025 年 9 月 30 日在上海证券交易所网站（www.sse.com.cn）披露了相关公告及文件。 按照《上市公司信息披露管理办法》、公司《信息披露管理制度》及相关内部 保密制度的规定，公司对 2025 年限制性股票激励计划（以下简称"本激励计划" 或"激励计划"）采取了充分必要的保密措施，同时对本激励计划的内幕信息知情 人进行了必要登记。根据《上市公司股权激励管理办法》（以下简称"《管理办 法》"）、《上海证券交易所科创板股票上市规则》《上海证券交易所科创板上 ...

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证券代码：688158 证券简称：优刻得 公告编号：2025-046 优刻得科技股份有限公司 2025年第一次临时股东会决议公告 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： 本次会议是否有被否决议案：无 一、 会议召开和出席情况 （一） 股东会召开的时间：2025 年 10 月 15 日 （二） 股东会召开的地点：上海市杨浦区隆昌路 619 号城市概念 11 号楼 1 楼会议室 （三） 出席会议的普通股股东、特别表决权股东、恢复表决权的优先股股东及 其持有表决权数量的情况： | 1、出席会议的股东和代理人人数 | 288 | | --- | --- | | 普通股股东人数 | 287 | | 特别表决权股东人数 | 1 | | 2、出席会议的股东所持有的表决权数量 | 339,357,855 | | 普通股股东所持有表决权数量 | 85,201,990 | | 特别表决权股东所持有表决权数量（每份特别表决权股份的 | 254,155,865 | | 表决权数量为：5） | | | 3、出席会议的股东所持有 ...

据优刻得消息，近日，优刻得与全球工业人工智能联盟卓越中心正式签署《国际生态共建框架协议》。 双方宣布建立长期战略合作伙伴关系，将围绕云计算、主权AI（Sovereign AI）等关键领域，整合优势 资源，提升品牌国际影响力，加速海外市场拓展与商业价值，一同致力于将先进、安全、可控的云计算 能力赋能于更广泛的产业与社会应用场景。 ...

Group 1 - The core viewpoint of the news highlights the performance and investment potential of the Sci-Tech Innovation Board Artificial Intelligence ETF (588930), which has seen a 1.09% increase and a trading volume exceeding 7 million yuan, with a turnover rate of 0.31% [1] - The ETF has experienced a net inflow of over 93 million yuan over the past two days, indicating strong investor interest [3] - The underlying index, the Shanghai Stock Exchange Sci-Tech Innovation Board Artificial Intelligence Index, consists of 30 large-cap companies involved in providing foundational resources, technology, and application support for artificial intelligence [3] Group 2 - OpenAI and Broadcom have announced a partnership to develop a 10-gigawatt custom AI accelerator, with deployment expected to begin in the second half of 2026 and completion by the end of 2029 [3] - AI is showing significant impacts on the advertising business of internet giants, with Tencent's advertising growth at 20% and Alibaba Cloud's growth accelerating to 26% in Q2 [4] - Companies like Baidu and Alibaba are launching self-developed chips, enhancing their market share in the AI sector by completing the full chain of chip, model, and application [4]

Core Viewpoint - The company has approved a share repurchase plan during its board meeting held on September 29, 2025, and is required to disclose the shareholding status of its top ten shareholders and top ten unrestricted shareholders as of the registration date [2][4]. Shareholding Status - The company is mandated to disclose the names, shareholdings, and shareholding ratios of the top ten shareholders and top ten unrestricted shareholders as of the registration date of September 29, 2025 [2][5]. - The company will also disclose the same information for the top ten shareholders and top ten unrestricted shareholders as of the registration date for the first extraordinary general meeting on October 10, 2025 [5].

证券代码：688158 证券简称：优刻得 公告编号：2025-044 优刻得科技股份有限公司 关于回购股份事项前十大股东和前十大无限售条件股东持 股情况的公告 公司 2025 年 9 月 29 日收盘后登记在册的前十大股东和前十大无限售条件股 东的持股情况如下： | 序号 | 持有人名称 | 总持有数量（股） | 持有比例（%） | | | --- | --- | --- | --- | --- | | 1 | 季昕华 | 50,831,173 | | 11.14 | （一）公司前十大股东持股情况 | 2 | 莫显峰 | 23,428,536 | 5.13 | | --- | --- | --- | --- | | 3 | 华琨 | 23,428,536 | 5.13 | | 4 | 中移资本控股有限责任公司 | 22,654,755 | 4.96 | | 5 | 嘉兴云显企业管理合伙企业（有限 合伙） | 7,779,697 | 1.7 | | 6 | 嘉兴红柳私募基金管理合伙企业 （有限合伙）－嘉兴优亮投资合伙 企业（有限合伙） | 5,253,678 | 1.15 | | 7 | 国投证券股份有限公司－ ...

证券代码：688158 证券简称：优刻得 公告编号：2025-045 优刻得科技股份有限公司 优刻得科技股份有限公司（以下简称"公司"）于 2025 年 9 月 29 日召开了 第三届董事会第六次会议，审议通过了《以集中竞价交易方式回购公司股份方案 的议案》，具体内容详见公司于 2025 年 9 月 30 日在上海证券交易所网站 （www.sse.com.cn）披露的《优刻得科技股份有限公司关于以集中竞价交易方式 回购公司股份的方案》（公告编号：2025-036）及《优刻得第三届董事会第六次 关于回购股份事项前十大股东和前十大无限售条件股东持 股情况的公告 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。 会议决议公告》（公告编号：2025-039）。 根据《上市公司股份回购规则》与《上海证券交易所上市公司自律监管指引 第 7 号——回购股份》等相关规定，回购方案需经股东会决议的，公司应当在股 东会召开前三日，披露股东会股权登记日（即 2025 年 10 月 10 日）登记在册 的前十大股东和前十大无限售条件股东的名称、持股 ...