Core Viewpoint - The artificial intelligence sector in China is experiencing significant growth, as evidenced by the performance of the Sci-Tech Innovation Board AI Index and related ETFs, indicating strong investor interest and potential opportunities in this field [2][3]. Group 1: Market Performance - As of August 15, 2025, the Sci-Tech Innovation Board AI Index (950180) rose by 1.05%, with notable increases in constituent stocks such as Stone Technology (688169) up 4.06% and Lanke Technology (688008) up 3.98% [2]. - The Sci-Tech AI ETF (588790) increased by 1.21%, with a latest price of 0.67 yuan, and has shown a cumulative increase of 1.85% over the past week [2]. - The Sci-Tech AI ETF has seen a significant scale growth of 7.54 million yuan over the past two weeks, ranking first among comparable funds [3]. Group 2: Fund Flows and Leverage - The latest net outflow for the Sci-Tech AI ETF was 1.08 million yuan, but over the past 10 trading days, there were net inflows on 7 days, totaling 5.21 million yuan [4]. - The latest margin buying amount for the Sci-Tech AI ETF reached 21.95 million yuan, with a margin balance of 827 million yuan [5]. Group 3: Performance Metrics - As of August 14, 2025, the Sci-Tech AI ETF has achieved a net value increase of 7.54% over the past six months, ranking first among comparable funds [5]. - The ETF's highest single-month return since inception was 15.59%, with an average monthly return of 9.25% during rising months [5]. - The Sharpe ratio for the Sci-Tech AI ETF over the past month was 1.21, indicating strong risk-adjusted returns [6]. Group 4: Tracking and Composition - The Sci-Tech AI ETF closely tracks the Sci-Tech Innovation Board AI Index, which includes 30 large-cap companies providing foundational resources, technology, and application support for the AI industry [7]. - As of July 31, 2025, the top ten weighted stocks in the index accounted for 67.36% of the total index weight, highlighting the concentration in key players within the AI sector [9].

Core Points - The article highlights significant announcements from various companies, including investment projects, contract wins, operational data, and financial performance. Company Announcements - Cambrian Technology (寒武纪) refuted claims regarding large orders for carrier boards as false information [1] - Zhongyan Chemical (中盐化工) plans to invest 360 million yuan in a natural soda ash mining project with an annual production capacity of 5 million tons [1] - Wanlima (万里马) won a procurement project for the 2025-2026 Southern Airlines comprehensive support department [1] - Lu'an Energy (路安环能) reported July coal sales of 4 million tons, a year-on-year decrease of 6.1% [1][2] - *ST Huike (汇科) intends to acquire 51% of Yizheng Tong for 29.07 million yuan [1][2] - Chipsea Technology (芯海科技) is planning an H-share issuance [1] Investment Projects - Zhaowei Electromechanical (兆威机电) plans to invest in a new production base in Thailand [1] - Yunnan Energy Investment (云南能投) is investing in wind and solar power projects, including the Changning Changtian Wind Farm and a photovoltaic project costing 245 million yuan [1] Contract Wins - Longjian Construction (龙建股份) secured a 448 million yuan engineering project [1] - Wanlima (万里马) won a contract for the procurement of aircrew bags for Southern Airlines [1] Financial Performance - Taicheng Light (太辰光) reported a net profit of 173 million yuan for the first half of the year, a year-on-year increase of 118.02% [1] - Dongyangguang (东阳光) achieved a net profit of 613 million yuan, a year-on-year increase of 170.57% [3] - Oriental Cable (东方电缆) reported a net profit of 473 million yuan, a year-on-year decrease of 26.57% [3] - Limin Co. (利民股份) reported a net profit of 269 million yuan, a year-on-year increase of 747.13% [3] Shareholding Changes - Zhongzi Technology (中自科技) announced that shareholder Yin'an Lingying plans to reduce holdings by up to 3% [1][2] - Boshi Jie (博实结) announced plans for a combined reduction of up to 3% in shares by shareholders Botian Yi and Huitian Yi [1][2] Other Developments - Kingood (金固股份) signed a strategic cooperation framework agreement with Luming Robotics [1] - Qipai Technology (气派科技) plans to raise no more than 159 million yuan through a private placement [1]

Group 1: Company Announcements - Wolong Electric Drive has submitted an application for issuing overseas listed shares (H-shares) and listing on the Hong Kong Stock Exchange on August 13, 2025, with the application materials published on the same day [1] - Shunhao Co., Ltd. plans to issue overseas shares (H-shares) and list on the Hong Kong Stock Exchange to respond to national policies aimed at accelerating the development of new productivity and promoting business transformation [2] - Chipsea Technology announced its intention to issue shares overseas and list on the Hong Kong Stock Exchange, considering the interests of existing shareholders and market conditions [3] Group 2: Financial Reports - Kang Shifu reported a revenue of 40.092 billion yuan for the first half of 2025, a decrease of 2.7% year-on-year, with a net profit of 2.688 billion yuan, an increase of 20.3% [23] - Weibo's Q2 revenue reached 4.448 billion USD (approximately 32 billion yuan), with an adjusted operating profit of 1.618 billion USD (approximately 11.58 billion yuan), exceeding Wall Street expectations [24] - Lenovo Group reported a revenue of 136.2 billion yuan for the first quarter of the 2025/26 fiscal year, a year-on-year increase of 22% [25] Group 3: Market Trends - The global smart glasses market saw a 110% year-on-year increase in shipments in the first half of 2025, with Meta holding over 70% market share [22] - JD Group reported a revenue of 356.7 billion yuan for Q2, a year-on-year increase of 22.4%, with a net profit of 16.2 billion yuan [27] - Vipshop achieved a net revenue of 25.8 billion yuan in Q2, with a GMV of 51.4 billion yuan, reflecting a 1.7% year-on-year growth [28] Group 4: Investment and Financing - "Dagu Technology" completed a new round of financing worth tens of millions of yuan, with the funds intended for production line construction, technology research and development, and global market expansion [29]

Group 1 - The stock price of Chipsea Technology is reported at 38.38 yuan, down by 1.09 yuan from the previous trading day, with a trading volume of 65,874 hands and a transaction amount of 259 million yuan, resulting in a turnover rate of 4.63% [1] - Chipsea Technology specializes in high-precision ADC, high-performance MCU, measurement algorithms, and IoT solutions, with products widely used in smart terminals, smart homes, computers, automotive electronics, and industrial control [1] - In 2024, the company achieved a revenue of 702 million yuan, with a year-on-year growth of 137.11% in analog signal chain chip sales and a 67.63% increase in MCU chip business [1] Group 2 - On August 13, the company held a board meeting and approved a proposal to issue H-shares and list on the main board of the Hong Kong Stock Exchange, aiming to deepen its international strategic layout [1] - The company stated it will fully consider the interests of existing shareholders and will choose an appropriate time to complete the issuance and listing within the validity period of the shareholders' meeting resolution [1] - On August 14, the net outflow of main funds was 9.8688 million yuan, accounting for 0.18% of the circulating market value, with a cumulative net outflow of 16.9413 million yuan over the past five days, representing 0.31% of the circulating market value [1]

Core Viewpoint - The company, Chipsea Technology (Shenzhen) Co., Ltd., has announced significant governance changes, including the cancellation of the supervisory board and the issuance of H shares for international listing on the Hong Kong Stock Exchange, aimed at enhancing its international strategy and competitiveness [1][4][10]. Governance Changes - The board of directors approved the cancellation of the supervisory board, transferring its responsibilities to the audit committee of the board, and will amend the company's articles of association accordingly [1][2]. - The board also approved the revision of several governance systems to align with the updated articles of association and operational needs [2][3]. H Share Issuance - The company plans to issue H shares and apply for listing on the main board of the Hong Kong Stock Exchange, which is expected to optimize its capital structure and support sustainable development [4][5]. - The proposed H shares will have a nominal value of RMB 1.00 per share, and the issuance will not exceed 15% of the total share capital post-issuance [5][6]. Fund Utilization - The funds raised from the H share issuance will be used for enhancing R&D capabilities, strategic investments and acquisitions, building a global marketing network, and supplementing working capital [10][11]. Authorization and Implementation - The board seeks authorization from the shareholders' meeting to handle all matters related to the H share issuance, including adjustments based on regulatory feedback and market conditions [12][19]. - The authorization period for the board's decisions regarding the issuance is set for 18 months from the shareholders' meeting approval [23]. Internal Governance Adjustments - The company will revise its internal governance documents to comply with the requirements of the H share issuance and listing, ensuring alignment with both domestic and international regulations [26][27]. - A new confidentiality and document management system will be established to protect company secrets and manage records related to the H share issuance [28].

Core Viewpoint - The company plans to cancel its supervisory board and amend its articles of association, transferring the supervisory functions to the audit committee of the board of directors, while also proposing to issue H shares and list them on the Hong Kong Stock Exchange to enhance its international presence and competitiveness [1][2][3]. Group 1: Cancellation of Supervisory Board - The supervisory board has approved the proposal to cancel the supervisory board and amend the articles of association, which will take effect upon approval by the shareholders' meeting [2][3]. - The decision was made in compliance with relevant laws and regulations, and the supervisory board will continue to fulfill its duties until the shareholders' meeting [2][3]. Group 2: H Share Issuance and Listing - The company intends to issue H shares and apply for listing on the main board of the Hong Kong Stock Exchange to support its internationalization strategy and optimize its capital structure [2][3][4]. - The issuance will comply with both Chinese and Hong Kong regulations, and the specific issuance details will be determined based on market conditions and regulatory approvals [3][4][5]. Group 3: Issuance Plan and Use of Proceeds - The proposed issuance will not exceed 15% of the total share capital post-issuance, with an option for an overallotment of up to 15% [5][6]. - The proceeds from the issuance will be used for enhancing R&D capabilities, strategic investments, building a global marketing network, and supplementing working capital [9][10]. Group 4: Profit Distribution and Auditing - The company plans to distribute retained earnings among all shareholders post-issuance, ensuring fair treatment for both existing and new shareholders [11][12]. - Tianjian International Accounting Firm has been proposed as the auditing institution for the H share issuance, meeting the necessary professional and independence standards [12][13].

证券代码：688595 证券简称：芯海科技 公告编号：2025-040 债券代码：118015 债券简称：芯海转债 芯海科技（深圳）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2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 网络投票起止时间：自2025 年 9 月 2 日 至2025 年 9 月 2 日 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 2 日 15 点 00 分 召开地点：深圳市南山区粤海街道科苑南路 3156 号深圳湾创新科技中心 T1 栋3楼 （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 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 ...

证券代码：688595 证券简称：芯海科技 公告编号：2025-036 债券代码：118015 债券简称：芯海转债 芯海科技（深圳）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。 芯海科技（深圳）股份有限公司（以下简称"公司"）于 2025 年 8 月 13 日召 开第四届董事会第八次会议、第四届监事会第五次会议，审议通过了《关于公司 发行 H 股股票并在香港联合交易所有限公司上市的议案》《关于公司发行 H 股 股票并在香港联合交易所有限公司上市方案的议案》等议案，现将具体情况公告 如下： 为深化公司国际化战略布局，进一步提高公司综合竞争力，提升公司国际品 牌形象，同时更好利用国际资本市场，多元化融资渠道，根据《中华人民共和国 公司法》（以下简称"《公司法》"）、《中华人民共和国证券法》（以下简称 "《证券法》"）、《境内企业境外发行证券和上市管理试行办法》（"《境外 发行试行办法》"）等法律、法规的规定，公司拟在境外发行股份（H 股）并在 香港联合交易所有限公司（以下简称"香港联交所"）主板上市（以下简称" ...

证券代码：688595 证券简称：芯海科技 公告编号：2025-038 债券代码：118015 债券简称：芯海转债 芯海科技（深圳）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。 重要内容提示： ? 拟聘任的会计师事务所名称：天健国际会计师事务所有限公司 天健国际另按照相关法律法规要求投保适当的职业责任保险，以覆盖因天健 国际提供的专业服务而产生的合理风险。 （三）诚信记录 芯海科技（深圳）股份有限公司（以下简称"公司"）于 2025 年 8 月 13 日召 开第四届董事会第八次会议、第四届监事会第五次会议，审议通过了《关于聘请 H 股发行并上市审计机构的议案》，基于公司拟在境外公开发行股票并在香港联 合交易所有限公司主板挂牌上市（以下简称"本次 H 股发行并上市"）之目的， 公司拟聘请天健国际会计师事务所有限公司（以下简称"天健国际"）为本次 H 股发行并上市的申报会计师。具体情况如下： 一、拟聘任会计师事务所的基本情况 （一）基本信息 天健国际是一家注册于香港具备公众利益实体核数师审计资格的持牌执业 会计 ...

证券代码：688595 证券简称：芯海科技 公告编号：2025-039 债券代码：118015 债券简称：芯海转债 芯海科技（深圳）股份有限公司 关于修订公司于H股发行上市后适用的《公司章程》 及部分治理制度的公告 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。 《境内企业境外发行证券和上市管理试行办法》 （以下简称"《境 外发行试行办法》"）《上市公司章程指引》以及《香港联合交易所有限公司证 券上市规则》（以下简称"《香港联交所上市规则》"）等境内外法律、法规、 规范性文件的要求，并结合公司实际情况，在上述修订后的《公司章程》《股东 会议事规则》《董事会议事规则》的基础上，进一步修订并形成了《公司章程（草 案）》《股东会议事规则（草案）》《董事会议事规则（草案）》。其中《公司 章程（草案）》修订情况对照表详见附件。 上述修订事项尚需提交公司股东大会审议，同时提请股东大会授权董事会及 其授权人士，对于股东大会、董事会审议通过的公司因本次 H 股发行并上市的 需要而根据境内外法律、法规及规范性文件修改的公司章程及其附件（包括 ...