Group 1 - The recent strong performance of the Xinchuang sector in the capital market, with a 7% increase over five consecutive trading days, is driven by "policy support + performance growth" [1][5] - Companies like Sanwei Xinan and Dameng Data are highlighted for their significant performance growth, with Sanwei Xinan reporting a 15.19% year-on-year increase in revenue to 195 million yuan, despite a net loss of approximately 29.39 million yuan [3] - Dameng Data, a leading player in the domestic database sector, expects its revenue for the first half of 2025 to be between 495 million and 513 million yuan, reflecting a year-on-year growth of 40.63% to 45.74% [3][4] Group 2 - The report from Haitong International indicates that trends in distributed systems, AI, and cloud-native technologies are driving product upgrades, with significant growth in various sectors including government, energy, transportation, and finance [4] - Dameng Data's R&D in distributed databases is progressing well, with multiple successful case implementations and ongoing advancements in high concurrency processing and disaster recovery capabilities [4] - The Xinchuang sector's robust performance reflects optimistic market expectations for its future development, supported by both policy and market dynamics, which are expected to inject new vitality into economic growth and digital transformation [5]

公募基金方面，本期较上一期持股增加的公募基金共计2个，包括南方科创板3年定开混合、国新国证新 锐A，持股增加占比达0.24%。本期较上一季未再披露的公募基金共计2个，包括融通互联网传媒灵活配 置混合、招商国证2000指数增强A。 2025年8月22日，三未信安(688489.SH)发布2025年半年度报告。截至2025年8月21日，共有12个机构投 资者披露持有三未信安A股股份，合计持股量达5306.59万股，占三未信安总股本的46.24%。其中，前 十大机构投资者包括湖州风起云涌企业管理咨询合伙企业(有限合伙)、湖州三未普惠企业管理咨询合伙 企业(有限合伙)、江西裕润立达股权投资管理有限公司-北京立达高新创业投资中心(有限合伙)、湖州三 未普益科技合伙企业(有限合伙)、中国互联网投资基金管理有限公司-中国互联网投资基金(有限合伙)、 中小企业发展基金(深圳南山有限合伙)、国泰君安证券资管-招商银行-国泰君安君享科创板三未信安1号 战略配售集合资产管理计划、国泰君安证裕投资有限公司、招商银行股份有限公司-南方科创板3年定期 开放混合型证券投资基金、北京云鼎鸿合投资合伙企业(有限合伙)，前十大机构投资者合计持股 ...

Economic Information - According to the China Index Academy, as of August 2025, the debt restructuring and reorganization of 20 distressed real estate companies will exceed 12,000 billion RMB, significantly impacting the real estate sector [2] - As of August 13, the national pig price was 14.25 RMB/kg, down 1.32% from August 6, with the pig-to-grain price ratio at 5.94, a decrease of 1.33% [2] Company Alerts - Jishi Media reported a net loss of 232 million RMB in the first half of the year [5] - Dameng Data had two directors investigated within three days [5] - Kanglong Chemical's net profit for the first half of the year was 701 million RMB, a decrease of 37% year-on-year [5] - Yunmei Energy reported a net loss of 163 million RMB in the first half of the year [5] - Zhuosheng Microelectronics experienced a net loss of 147 million RMB in the first half, marking a transition from profit to loss [5] - Penghui Energy reported a net loss of 88.23 million RMB in the first half, also transitioning from profit to loss [5] - Aoxin Security reported a net loss of 356 million RMB in the first half [5] - Anyuan Coal Industry reported a net loss of 290 million RMB in the first half [5] - Guangsheng Tang reported a net loss of 66.6881 million RMB in the first half [5] - Yiyuan Lithium Energy's net profit decreased by 24.9% year-on-year in the first half [5] - Zhongtian Rocket's net profit decreased by 80.74% year-on-year in the first half [5] - Jianjie Industrial reported a net profit of 48.8658 million RMB in the first half, down 44.90% year-on-year [5] - Nanjing Chemical Fiber reported a net loss of 88.9317 million RMB in the first half [5] - Sanwei Xinan reported a net loss of 29.3858 million RMB in the first half [5] - Taiping Bird reported a net profit of 77.7116 million RMB in the first half, down 54.61% year-on-year [5] - Aerospace Power reported a net loss of 73.1243 million RMB in the first half [5] - Renhe Pharmaceutical's subsidiary product ULook brain-machine interaction smart glasses has not generated sales revenue [5] - Rhein Biotech experienced a safety incident resulting in one death and three serious injuries [5] - Guangfeng Technology's arbitration ruling is expected to reduce the consolidated profit for 2025 by approximately 91 million RMB [5] Overseas Alerts - The three major U.S. stock indices experienced slight declines, with the S&P 500 down 0.4%, marking its fifth consecutive day of decline [4] - The U.S. Department of Justice plans to investigate Federal Reserve Governor Lisa Cook and has urged Fed Chairman Powell to dismiss her [4] - According to the International Copper Study Group, a surplus of 36,000 tons in the global refined copper market is expected by June 2025 [4]

Company News - Gree Electric Appliances announced a 2024 annual equity distribution plan, proposing a cash dividend of 20 yuan (including tax) for every 10 shares, totaling 11.17 billion yuan [8][9] - Sinopec plans to repurchase A-shares with a budget of 5 billion to 10 billion yuan and intends to distribute cash dividends of 10.67 billion yuan (including tax) for the first half of 2025 [9] - Feilu Co., Ltd. announced that its controlling shareholder is planning a change in control, leading to a temporary suspension of trading [8][10] - Special reports indicate that various companies, including Te Yi Pharmaceutical and Sany Heavy Industry, have reported significant revenue growth in the first half of the year, with Te Yi achieving a 56.54% increase in revenue [7][8] Industry News - The National Energy Administration reported that the total electricity consumption in July reached 10,226 billion kWh, a year-on-year increase of 8.6% [4] - The State Council approved a development plan for the biopharmaceutical industry in Jiangsu Free Trade Zone, aiming to enhance innovation and competitiveness [4] - The Ministry of Commerce reported a 3.5% increase in China's foreign trade in the first seven months of the year, indicating a steady growth trend despite global challenges [4] - The financial regulatory authority is working on guidelines to enhance health insurance services, aiming to improve the industry's operational capabilities and regulatory environment [5] - The Anhui provincial government released a policy to accelerate the development of general artificial intelligence, targeting significant advancements by 2027 [6]

Market Performance - The three major indices have returned above the midline, with the Shanghai Composite Index rising by 0.35%, the Shenzhen Component Index increasing by 0.45%, and the ChiNext Index up by 0.21% [1] - The total trading volume in the two markets reached 1.57 trillion [1] Sector Performance - Digital currency concept stocks saw a collective surge, with cross-border payment stocks rising by 3.31%, and over 10 stocks, including Sanwei Xinan, Zhongyou Capital, and Yuyin Co., hitting the daily limit [3] - Oil and gas stocks showed strong fluctuations, with Zhunyou Co. hitting the daily limit [3] - Storage chip concept stocks were active, with Zhaoyi Innovation hitting the daily limit [3] - Generator concept stocks experienced a decline, down by 2.36%, with Weichai Power dropping by 7.8% and KOTAI Power down by 7.119% [3] - AI hardware stocks, including liquid-cooled servers, collectively fell, with Feilong Co. hitting the daily limit [3] - Sectors such as geothermal energy, PCB, PEEK materials, and rare earth permanent magnets saw significant declines [3] Economic Indicators - The price of West Texas Intermediate crude oil for September delivery increased by $0.86 [3] - In July, Jiangsu Province achieved a total retail sales of social consumer goods amounting to 349.22 billion, reflecting a year-on-year growth of 0.6% [3] - Citigroup raised its target price for lithium carbonate in China from $7,000 per ton to $11,000 per ton for the next 0-3 months [3] - The State Council's ninth plenary session emphasized the need to continuously stimulate consumption potential and systematically remove restrictive measures in the consumption sector [3]

证券代码：688489 证券简称：三未信安 公告编号：2025-060 三未信安科技股份有限公司 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。 一、董事会会议召开情况 《上海证券交易所科创板股票上市规则》等相关法律法规、 规范性文件及《三未信安科技股份有限公司章程》的相关规定，会议决议合法有 效。 二、董事会会议审议情况 （一） 审议通过《关于<2025 年半年度报告>及其摘要的议案》 该议案已经第二届董事会审计委员会第八次会议审议通过。 具体内容详见公司同日在上海证券交易所网站（http://www.sse.com.cn） 及指定媒体上披露的《2025 年半年度报告》《2025 年半年度报告摘要》。 表决结果：同意 9 票，弃权 0 票，反对 0 票。 （二） 审议通过《关于<2025 年半年度募集资金存放与实际使用情况的专 项报告>的议案》 该议案已经第二届董事会审计委员会第八次会议审议通过。 具体内容详见公司同日在上海证券交易所网站（http://www.sse.com.cn） 及指定媒体上披露的《2025 年半年 ...

证券代码：688489 证券简称：三未信安 公告编号：2025-061 监事会认为，公司 2025 年半度募集资金存放与实际使用情况符合《上市公 司监管指引第 2 号——上市公司募集资金管理和使用的监管要求》《上海证券交 易所科创板上市公司自律监管指引第 1 号——规范运作》等法律法规、规范性文 件及《公司章程》和《募集资金管理制度》等内部制度的规定，公司对募集资金 进行了专户存储和专项使用，并及时地履行了相关信息披露义务，募集资金具体 使用情况与公司已披露情况一致，不存在变相改变募集资金用途和损害股东利益 的情形，不存在违规使用募集资金的情况。 具体内容详见公司同日在上海证券交易所网站（http://www.sse.com.cn） 及指定媒体上披露的《2025 年半度募集资金存放与实际使用情况的专项报告》。 三未信安科技股份有限公司 本公司监事会及全体监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。 一、监事会会议召开情况 三未信安科技股份有限公司（以下简称"公司"）第二届监事会第十八次会 议于 2025 年 8 月 21 日以现场结合通讯 ...

证券代码：688489 证券简称：三未信安 公告编号：2025-067 三未信安科技股份有限公司 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： ? 股东大会召开日期：2025年9月8日 ? 本次股东大会采用的网络投票系统：上海证券交易所股东大会网络投票 系统 一、 召开会议的基本情况 （一） 股东大会类型和届次 （二） 股东大会召集人：董事会 （三） 投票方式：本次股东大会所采用的表决方式是现场投票和网络投票 相结合的方式 （四） 现场会议召开的日期、时间和地点 召开日期时间：2025 年 9 月 8 日 15 点 00 分 召开地点：北京市朝阳区创远路融新科技中心 F 座 13 层公司会议室 （五） 网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东大会网络投票系统 网络投票起止时间：自2025 年 9 月 8 日 至2025 年 9 月 8 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东大会召开当日的交易时间段，即 9:15-9:25,9:30-11:30 ...

三未信安科技股份有限公司 三未信安科技股份有限公司 对外捐赠管理制度 第一章 总则 第一条 为进一步规范三未信安科技股份有限公司(以下简称"公司")对外捐 赠行为，加强公司对外捐赠事项的管理，在充分维护公司股东利益、债权人及员 工利益的基础上，更好地参与社会公益和慈善事业、履行公司的社会责任，根据 《中华人民共和国公益事业捐赠法》 《中华人民共和国慈善法》 《中华人民共和国 公司法》及《上海证券交易所科创板股票上市规则》等法律、法规，以及《三未 信安科技股份有限公司章程》 对外捐赠管理制度 二〇二五年八月 （以下简称"《公司章程》"）等相关制度和规定，特 制定本办法。 第二条 本办法所称"对外捐赠"，是指公司自愿无偿将其有权处分的合法财 产赠送给自然人、法人或者其他组织，用于与生产经营活动没有直接关系的公益 事业的行为。 第三条 本办法对公司对外捐赠的原则、范围、程序、审批等作出规定。 第四条 本办法适用于公司、全资子公司及控股子公司。 第二章 对外捐赠的原则 第五条 自愿无偿：公司对外捐赠后，不得要求受赠方在融资、市场准入、 行政许可、占有其他资源等方面创造便利条件，从而导致市场不公平竞争。 第六条 权责清 ...

三未信安科技股份有限公司 募集资金管理制度 二〇二五年八月 三未信安科技股份有限公司 募集资金管理制度 第一章 总则 第一条 为了规范三未信安科技股份有限公司（以下简称"公司"）募集资金 的使用与管理，提高募集资金使用效益，保护投资者的合法权益，根据《中华人 民共和国公司法》《中华人民共和国证券法》《上市公司证券发行注册管理办法》 《上市公司募集资金监管规则》《上海证券交易所科创板上市公司自律监管指引 第 1 号——规范运作》等有关法律、法规、规范性文件及《三未信安科技股份有 限公司章程》 （以下简称《公司章程》）的规定，制定本办法。 第二条 本办法所称募集资金系指发行股票或者其他具有股权性质的证券， 向投资者募集并用于特定用途的资金，但不包括上市公司实施股权激励计划募集 的资金。 第三条 公司应当建立并完善募集资金存放、管理、使用、改变用途、监督 和责任追究的内部控制制度，明确募集资金使用的分级审批权限、决策程序、风 险控制措施及信息披露要求，规范使用募集资金。 公司董事会应当持续关注募集资金存放、管理和使用情况，有效防范投资风 险，提高募集资金使用效益。 第四条 公司的董事和高级管理人员应当勤勉尽责，确保 ...