【导读】AI应用方向集体拉升，半导体、芯片概念股走强 中国基金报记者 李智 一起来看下最新的市场情况及资讯。 8月27日早盘，A股三大指数震荡调整，创业板指涨超1%。截至发稿，沪指涨0.07%，深成指涨0.85%，创业板指涨1.23%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3871.02 | 12579.57 | 1596.01 | | +0.07% +2.63 | +106.40 +0.85% | +0.26% +4.11 | | 科创50 | 创业板指 | 万得全A | | 1291.29 | 2775.74 | 6191.37 | | +20.41 +1.61% | +33.62 +1.23% | +26.68 +0.43% | | W | | 上证指数(000001) | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | 08-27 10:11:12 | | | | | | 3870.27 | | 昨收 | 3868.38 | 成交额 | 4020.15亿 | | | 1.88 | ...

Market Overview - The A-share market experienced fluctuations with the Shanghai Composite Index rising by 0.07%, the Shenzhen Component Index increasing by 0.85%, and the ChiNext Index gaining 1.23% as of the morning of August 27 [3][4]. AI Application Sector - The AI application sector showed strong performance, with significant gains in consumer electronics, CPO, and semiconductor sectors [6][11]. - Notable stocks included Kaipu Cloud, which hit a 20% limit up, and other companies like Ruixin Micro, Qiming Information, and Nengke Technology also reached their daily limits [12][14]. Semiconductor and Chip Sector - The semiconductor and chip sector also saw robust growth, with companies like Lexin Technology rising over 17%, and stocks such as Broadcom Integration and Ruixin Micro hitting their daily limits [19][20]. - The market is optimistic about domestic AI chip applications, driven by advancements in design technology and manufacturing processes, which are expected to enhance the market share of domestic chips [23]. Hong Kong Market - In the Hong Kong market, the Hang Seng Technology Index rose over 1%, with SenseTime surging more than 12% and other companies like NIO and Kingdee International also showing strong performance [8][15]. Government Policy - The State Council recently issued opinions on the "Artificial Intelligence +" initiative, aiming for widespread integration of AI in six key areas by 2027, with a target application penetration rate exceeding 70% for new intelligent terminals and agents [17].

Group 1 - The A-share market saw a collective surge in multi-modal AI concept stocks, with notable performances including a 20% limit up for Kaipu Cloud and over 16% increase for Zhongke Chuangda [1] - The State Council issued an opinion on the implementation of the "Artificial Intelligence +" action plan, proposing six key actions to accelerate AI integration into various sectors [1] - By 2027, the goal is to achieve widespread integration of AI in six key areas, with over 70% application penetration of new intelligent terminals and agents, and significant growth in the core industries of the intelligent economy [1] Group 2 - The market capitalization and year-to-date performance of key AI stocks include: Kaipu Cloud at 7.677 billion with a 155.76% increase, Zhongke Chuangda at 36.8 billion with a 34.36% increase, and Yanshan Technology at 41.5 billion with an 84.38% increase [2] - Other notable stocks include Runjian Co. at 16 billion with a 68.31% increase, and Entropy Base Technology at 7.969 billion with a 53.58% increase [2] - The MACD golden cross signal formation indicates a positive trend for these stocks [2]

（数据宝） 开普云盘中涨停，已连收3个涨停板，截至9:25，该股报113.70元，换手率1.88%，成交量126.80万股， 成交金额1.44亿元，涨停板封单金额为2.00亿元。连续涨停期间，该股累计上涨72.80%，累计换手率为 3.13%。最新A股总市值达76.77亿元。 证券时报·数据宝统计，两融数据来看，该股最新（8月26日）两融余额为2.15亿元，其中，融资余额 2.15亿元，较前一个交易日减少299.25万元，环比下降1.38%，近3日累计减少1327.06万元，环比下降 5.83%。 龙虎榜数据显示，该股因连续3个交易日内日收盘价格涨幅偏离值累计达30%、日收盘价涨幅达15%上 榜龙虎榜1次，买卖居前营业部中，营业部席位合计净买入2872.51万元。 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） 近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.08.26 | 20.00 | 0.67 | 1370.53 | | 2025.08.25 | 20 ...

Core Viewpoint - The stock of Capcloud Information Technology Co., Ltd. experienced an abnormal trading fluctuation, with a cumulative price increase of over 30% on August 25 and 26, 2025, prompting the company to disclose relevant information and clarify the situation to investors [2][4]. Group 1: Stock Trading Abnormality - The company's stock price deviation exceeded 30% over two consecutive trading days, which is classified as an abnormal trading situation according to the Shanghai Stock Exchange regulations [2][4]. - The company has confirmed that its daily operations are normal and that there are no undisclosed significant matters aside from the current transaction [5][7]. Group 2: Major Transaction Details - The company plans to acquire a 70% stake in Nanning Taike Semiconductor Co., Ltd. from Shenzhen Jintaike Semiconductor Co., Ltd. through cash payment and a 30% stake via share issuance, along with raising supporting funds [3][6]. - The transaction is subject to further approval from the board of directors, the shareholders' meeting, and relevant regulatory authorities, with uncertainties regarding the approval process [3][6][7]. Group 3: Company Compliance and Communication - The company has conducted a self-examination and confirmed that there are no other significant undisclosed matters or ongoing major transactions that require disclosure [7][8]. - The board of directors has stated that all necessary disclosures have been made in accordance with the relevant regulations, and no undisclosed information that could significantly impact the stock price has been identified [8].

来源：证券时报网 作者：周乐 超级赛道迎来重磅催化。 集体大涨 8月26日，A股盘中，国产软件概念股集体大涨，国产软件指数创出近10年新高，截至午间收盘，开普 云、正元智慧、君逸数码强势录得20%涨停板，天润科技、航天宏图、挖金客、ST易联众大涨超10%， 中电鑫龙、能科科技、启明信息、天融信等个股录得涨停，麒麟信安大涨超9%，广联达、润和软件涨 超8%。 消息面上，今日，"2025中国操作系统产业大会"在北京中关村国际创新中心开幕。据官方介绍，大会举 办期间将进一步展示中国操作系统在能源、水利、金融、医疗、教育等行业的最新应用案例。大会特设 银河麒麟操作系统V11新品互动体验区，集中呈现国产软硬件协同优化的突破性进展与领先成果。 据国是直通车，全新一代中国操作系统——银河麒麟操作系统V11在"2025中国操作系统产业大会"正式 发布。这款系统使用了全新磐石架构，操作体验、安全性和生态丰富度大幅提升。 作为首个突破百万生态的国产操作系统，银河麒麟的生态成熟度国内领先，与国产主流CPU、GPU及板 卡实现全面兼容，构建起完整的国产化生态体系。已在嫦娥探月、天问探火等国家重大工程中发挥支撑 作用，在政务领域保持较 ...

Core Viewpoint - The company Kaipu Cloud plans to acquire Nanning Taike Semiconductor Co., Ltd. from Jintai Ke, which will significantly enhance its revenue potential and market position in the semiconductor industry [1][4]. Group 1: Acquisition Details - Kaipu Cloud intends to purchase 70% of Nanning Taike's shares in cash and the remaining 30% through stock issuance, aiming for full ownership [4]. - The acquisition involves transferring Jintai Ke's operational assets related to storage products to Nanning Taike, ensuring business integrity post-acquisition [5]. - The transaction is contingent upon the completion of due diligence, auditing, and asset evaluation, with the final price yet to be determined [6][7]. Group 2: Financial Performance - Kaipu Cloud's revenue for 2022, 2023, and 2024 is projected at 555 million, 694 million, and 618 million yuan respectively, while Nanning Taike's revenue for 2024 is estimated at 2.366 billion yuan, indicating a potential revenue increase for Kaipu Cloud [1][6]. - Nanning Taike is expected to turn a profit in 2024 with a net income of 136 million yuan, following a projected revenue of 868 million yuan in 2023 [6]. - Kaipu Cloud's net profit has been declining, with figures of 98.03 million, 41.15 million, and 20.59 million yuan from 2022 to 2024, and a loss of 1.22 million yuan in the first half of this year [7]. Group 3: Market Reaction - Following the announcement of the acquisition, Kaipu Cloud's stock price surged from 65.8 yuan to 94.75 yuan, resulting in a market capitalization increase of approximately 1.955 billion yuan [3][6]. - The market has shown strong interest in Kaipu Cloud post-reopening, with consecutive trading days of price increases [3]. Group 4: Company Background - Jintai Ke, the controlling entity of Nanning Taike, has a significant market presence in the consumer and enterprise storage sectors, ranking third globally in consumer SSD shipments and sixth in consumer memory shipments as of early 2021 [2]. - Nanning Taike, established in September 2021, is fully owned by Jintai Ke and serves as a production base for its storage products [3].

独立董事制度作为上市公司治理结构的重要一环，在促进公司规范运作、保护中小投资者合法权益、推动资本市场健康稳定发展等方面发挥了积极作用。新浪财经《2024年度A股独董数据报告》 数据显示，2024年完整年度来看，刘纪鹏担任两家A股上市公司董事，担任开普云独董报酬为12万元，担任太阳能独董报酬为16万元。此外，刘纪鹏2024年10月28日开始担任乾照光电独董，报 2024年开普云共召开10次董事会会议、3次股东大会，刘纪鹏均按时出席上述会议。同时，对公司董事会审议的各项议案均投以赞成票，没有提出异议的事项，也没有反对或弃权的情形。 2024年太阳能共召开18次董事会会议、4次股东大会，刘纪鹏均按时出席上述会议。同时，对公司董事会审议的各项议案均投以赞成票，没有提出异议的事项，也没有反对或弃权的情形。 资料显示，刘纪鹏先生，1956年4月出生，中国国籍，无永久境外居留权，硕士学位。曾任中国社科院工经所助理学术秘书、研究员，中信国际研究所室主任、副研究员，首都经济贸易大学公司 声明：本文由AI大模型生成。市场有风险，投资需谨慎。数据来源于choice、ifind，截止2024年末，任期不满1年的不参与统计。 责任编辑 ...

Core Viewpoint - The company, Kape Cloud Information Technology Co., Ltd., has experienced significant stock price fluctuations, with a cumulative increase of over 30% in two consecutive trading days, prompting a warning about potential trading risks in the secondary market [1][3]. Group 1: Stock Trading Anomalies - The company's stock (code: 688228) saw a price increase exceeding 30% on August 25 and 26, 2025, which is classified as an abnormal trading situation according to the Shanghai Stock Exchange regulations [1][3]. - The company has conducted a self-examination and confirmed that its daily operations are normal, and all research and development activities are proceeding as planned [3]. Group 2: Major Asset Acquisition - The company plans to acquire a 70% stake in Nanning Taike Semiconductor Co., Ltd. from Shenzhen Jintaike Semiconductor Co., Ltd. through cash payment, and a 30% stake via share issuance, along with raising supporting funds [2][3]. - The transaction is subject to further review by the company's board and shareholders, as well as approval from relevant regulatory authorities, indicating uncertainty regarding the completion of the transaction [2][3]. Group 3: Disclosure and Compliance - The company has confirmed that, aside from the aforementioned transaction, there are no other undisclosed significant matters or ongoing major restructuring activities [4][5]. - The board of directors has stated that there are no undisclosed matters that could significantly impact the company's stock price, adhering to the disclosure requirements of the Shanghai Stock Exchange [5][6].

| 独立董事 | 参加董事会情况 | | | | | 参加股东 大会情况 | | --- | --- | --- | --- | --- | --- | --- | | 姓名 | 应参加董事会 | 亲自出席 | 委托出席 | 缺席 | 是否连续两 | 出席股东 | | | 次数 | 次数 | 次数 | 次数 | 次未亲自参 | 大会的次 | | | | | | | 加会议 | 数 | | 刘纪鹏 | 10 | 10 | 0 | 0 | 合 | 3 | 专题：2024年度A股独立董事数据报告 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 独立董事制度作为上市公司治理结构的重要一环，在促进公司规范运作、保护中小投资者合法权益、推 动资本市场健康稳定发展等方面发挥了积极作用。新浪财经《2024年度A股独董数据报告》显示，在A 股上万名独董中，最高报酬107万元，除217位独立董事未领取报酬外，最低报酬9600元，61位独董报酬 超50万，6545位独董报酬不足10万；65岁以上的超过2000人，其中超过80岁的有23人，60岁至69岁的超 过3500人。 数据显示，2024年完整年度来看 ...