继续坚定看好国产AI&海外发散： 继续坚定看好国产AI&海外发散： 1.国产算力：H和#海光信息，H主要看#华正新材，禾盛新材，IDC：#金开新能 2.存储： 雅克科技、帝科股份、开普云，闪迪美光7709 3.应用：#看好优刻得、首都在线、青云科技、中控技术、合合信息、真爱美家、德才股份（联系岚琪） 4.上游： 宏和科技、东材科技、延江股份 5.液冷： 飞龙股份、华光新材、江南新材 6.OCS：君逸数码（OCS上游透镜阵 ...

Group 1 - The core viewpoint of the article highlights the performance of the CSI 500 Growth ETF managed by Huaxia Fund Management, which has seen a return of 29.67% since its inception on July 19, 2022, and a return of 0.82% over the past month [1][1][1] - As of the midday close on February 13, the CSI 500 Growth ETF (159620) fell by 0.77%, trading at 1.289 yuan with a transaction volume of 893,900 yuan [1][1][1] - The top holdings of the CSI 500 Growth ETF include stocks such as Ruichuang Micro-Nano, which rose by 0.94%, and Changchuan Technology, which increased by 2.50%, while stocks like Hehe Information and Dazhu CNC experienced declines of 1.37% and 0.15%, respectively [1][1][1] Group 2 - The performance benchmark for the CSI 500 Growth ETF is the return rate of the CSI Smart Selection 500 Growth Innovation Strategy Index [1][1][1] - The fund is managed by Huaxia Fund Management Company, with Rong Ying serving as the fund manager [1][1][1]

Stock Performance - The stock price of Guosheng Zhike closed at 32.81 yuan per share on January 9, 2026, with a weekly increase of 13.41% and a net inflow of 42.22 million yuan from main funds, indicating heightened short-term investor interest [2] - On January 8, 2026, the main funds recorded a single-day net inflow of 3.65 million yuan, with a trading volume ratio of 18.83, reflecting significant trading activity [2] Fund Dynamics - As of December 4, 2025, the financing balance reached 130 million yuan, marking a one-year high; however, there has been a net outflow of 5.94 million yuan in financing over the past three months, indicating a decreasing trend in financing balance [3] Business Development - The company's intelligent equipment business involves liquid cooling technology, particularly in thermal management solutions for the electric vehicle and energy storage sectors, which may be driven by industry demand such as the increasing penetration of new energy [4] - The specific revenue contribution from this business segment has not been disclosed separately; however, the company is continuously advancing research and development of CNC machine tools to meet emerging demands, with long-term growth potential linked to high-end equipment policy benefits [4]

（编辑 楚丽君） 证券日报网讯 2月10日，国盛智科在互动平台回答投资者提问时表示，近期国家出台的《现代化首都都 市圈空间协同规划（2023－2035年）》，提出构建"两廊四带"产业协同创新格局，因地制宜发展新质生 产力，推动创新链产业链深度融合，发展先进制造业集群。将对推动机床行业实现高质量发展具有积极 作用，也将给先进制造业带来新的市场机会。公司一直关注并积极响应国家政策，持续聚焦主业，提升 产品质量，增强公司核心竞争力，为推动新质生产力奠定基础，确保公司稳健、长远、可持续发展。 ...

Core Viewpoint - The announcement highlights that the wholly-owned subsidiary, Jiangsu David Precision Technology Co., Ltd., and the controlling subsidiary, Nantong Guosheng Machine Tool Components Co., Ltd., have successfully re-certified as high-tech enterprises, allowing them to continue benefiting from tax incentives for the next three years [1][2]. Group 1 - Jiangsu David Precision Technology Co., Ltd. and Nantong Guosheng Machine Tool Components Co., Ltd. received the "High-tech Enterprise Certificate" from relevant authorities, with certificate numbers GR202532002809 and GR202532004519, issued on November 18, 2025, valid for three years [1]. - The re-certification is a continuation of their previous high-tech enterprise status, which allows them to enjoy a reduced corporate income tax rate of 15% for three years, as per the relevant tax laws [2]. - The re-certification does not affect the company's current tax incentives and is not expected to have a significant impact on the company's operating performance [2].

证券日报网讯 2月6日，国盛智科发布公告称，公司全资子公司江苏大卫精工科技有限公司（以下简 称"大卫精工"）及控股子公司南通国盛机床部件有限公司（以下简称"国盛部件"）于近日分别收到由江 苏省科学技术厅、江苏省财政厅、国家税务总局江苏省税务局联合颁发的《高新技术企业证书》。大卫 精工和国盛部件本次高新技术企业认定是原高新技术企业证书有效期满后进行的重新认定。 （文章来源：证券日报） ...

大卫精工和国盛部件本次高新技术企业认定是原高新技术企业证书有效期满后进行的重新认定。根据 《中华人民共和国企业所得税法》《中华人民共和国企业所得税法实施条例》等相关规定，大卫精工和 国盛部件自通过高新技术企业认定后连续三年继续享受国家关于高新技术企业的税收优惠政策，即按 15%的税率缴纳企业所得税。 格隆汇2月6日丨国盛智科(688558.SH)公布，公司全资子公司江苏大卫精工科技有限公司及控股子公司 南通国盛机床部件有限公司于近日分别收到由江苏省科学技术厅、江苏省财政厅、国家税务总局江苏省 税务局联合颁发的《高新技术企业证书》，证书编号分别为GR202532002809和GR202532004519，发证 时间为2025年11月18日，有效期三年。 ...

证券代码：688558 证券简称：国盛智科 公告编号：2026-001 2026 年 2 月 7 日 南通国盛智能科技集团股份有限公司 关于自愿披露全资子公司及控股子公司 1 通过高新技术企业重新认定的公告 大卫精工和国盛部件本次高新技术企业认定是原高新技术企业证书有效期满 后进行的重新认定。根据《中华人民共和国企业所得税法》《中华人民共和国企 业所得税法实施条例》等相关规定，大卫精工和国盛部件自通过高新技术企业认 定后连续三年继续享受国家关于高新技术企业的税收优惠政策，即按15%的税率缴 纳企业所得税。本次通过高新技术企业认定不影响公司目前适用的企业所得税税 收优惠政策，不会对公司经营业绩产生重大影响。 特此公告。 南通国盛智能科技集团股份有限公司董事会 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。 南通国盛智能科技集团股份有限公司（以下简称"公司"）全资子公司江苏 大卫精工科技有限公司（以下简称"大卫精工"）及控股子公司南通国盛机床部 件有限公司（以下简称"国盛部件"）于近日分别收到由江苏省科学技术厅、江 苏省财政厅 ...

格隆汇2月3日｜有投资者在互动平台向国盛智科提问：请问公司截止2025年12月份在手订单金额多少？ 和2024年12月份在手订单金额相比，增加多少或减少多少？国盛智科回复称，公司2025年底到目前在手 订单充足，订单和产能同比均呈现增长趋势。具体情况可关注后续披露的2025年年度报告及2026年定期 报告。 ...

Summary of Key Points from Conference Call Records Industry and Company Involved - Focus on AI and Commercial Aerospace, specifically highlighting companies such as Deepin Technology, Haikang Information, Dingjie Zhizhi, Tonghuashun, Hongsoft Technology, Hehe Information, Electric Science Digital, Haitian Ruisheng, and Guoneng Rixin [1][2] Core Insights and Arguments - **Commercial Aerospace Developments**: - SpaceX is actively advancing its IPO process and plans to integrate xAI into its business [1] - SpaceX has submitted an application to the FCC for a million AI satellites, aiming to create a space computing satellite constellation [1] - Collaboration between Apple and SpaceX is underway to promote direct satellite connectivity for mobile phones, which is expected to expand downstream applications in commercial aerospace [1] - **AI and World Models**: - Major companies like Ant Group and Google are continuously releasing world models, which are crucial for the advancement of AGI (Artificial General Intelligence) [1] - The integration of LLM (Large Language Models) as the brain of AGI with world models for physical world perception is anticipated to accelerate the path towards AGI [1] - **AI Traffic Competition for Spring Festival**: - Over 1.5 billion invested by major companies for AI product promotion during the 2025 Spring Festival, with DeepSeek and subsequent promotions gaining traction [2] - In 2026, various manufacturers are expected to launch promotional subsidies, which may facilitate the popularization of Bot-type AI products and lay the groundwork for the commercialization of AI applications [2] Additional Important Content - **Investment Recommendations**: - Continued optimism for the resonance between aerospace and AI sectors [2] - Key companies to focus on in AI include Haikang Ruisheng, Deepin Technology, Dingjie Zhizhi, Hehe Information, Guoneng Rixin, Zhongkong Technology, and Wanxing Technology [2] - In commercial aerospace, three main directions are highlighted: - Rocket manufacturing materials and structural components, with a focus on companies like Guoji Jinggong [2] - Core components and testing services for satellites, including Electric Science Digital and Suochen Technology [2] - Terminal and service-related companies in space computing and communication operations [2]