沪深两市全天主力资金净流出142.65亿元，其中，科创板主力资金净流入7.22亿元，主力资金净流入的 有257只股，主力资金净流出的有332只股。 证券时报·数据宝统计显示，今日科创板个股上涨的有379只，涨停的有普元信息、上纬新材等2只，下 跌的有200只。 资金流向方面，今日主力资金净流入的科创板股共有257只，其中，14只个股主力资金净流入超5000万 元，寒武纪主力资金净流入7.69亿元，净流入资金居首；海光信息、恒玄科技紧随其后，全天净流入资 金分别为1.13亿元、8704.68万元。主力资金净流出的有332只，净流出资金最多的是炬芯科技，该股今 日下跌3.22%，全天主力资金净流出9357.45万元，其次是中芯国际、思特威，主力资金净流出分别为 8239.84万元、6821.41万元。 | 688023 | 安恒信息 | 3628.26 | 11.89 | 1.17 | 5.39 | | --- | --- | --- | --- | --- | --- | | 688229 | 博睿数据 | 3615.28 | 9.37 | 4.1 1 | 12.71 | | 688160 | 步科股份 | 3 ...

国泰海通晨报 2025 年 07 月 16 日 [Table_Summary] 1、【化妆品】若羽臣：公司公布半年度业绩预告，预计 2025H1 归母净利润 0.63-0.78 亿元同比 +62%-100%，自有品牌表现亮眼带动业绩高增，绽家受益洗衣液大单品推出、斐萃销售快速放量， 看好公司自主品牌矩阵助力业绩持续快速增长。 2、【环保】瀚蓝环境：粤丰环保 6 月份并表及持续降本增效驱动公司 2025H1 业绩稳步增长。 [汤蔚翔 Table_Authors] (分析师) 电话：021-38676172 邮箱：tangweixiang@gtht.com 登记编号：S0880511010007 [Table_ImportantInfo] 今日重点推荐 訾猛(分析师) 021-38676442 zimeng@gtht.com S0880513120002 闫清徽(分析师) 021-38031651 yanqinghui@gtht.com S0880522120004 杨柳(分析师) 021-38038323 yangliu3@gtht.com S0880521120001 本次评级：增持 目标价：63.80 元 ...

截至2025年7月16日 10:08，上证科创板芯片指数强势上涨1.33%，成分股寒武纪上涨6.24%，翱捷科技上涨6.08%，源杰科技上涨4.88%，芯原股份、盛科通 信等个股跟涨。科创芯片ETF(588200)上涨1.25%。 首创证券认为，在政策支持下，国内半导体产业链有望通过横向品类扩张和纵向技术互补的双轨整合，加速行业集中度提升与全产业链竞争力重构，龙头企 业有望凭借资金规模优势和产业链主导权实现强者恒强。 数据显示，截至2025年6月30日，上证科创板芯片指数前十大权重股分别为中芯国际、海光信息、寒武纪、澜起科技、中微公司、芯原股份、沪硅产业、恒 玄科技、思特威、华海清科，前十大权重股合计占比57.76%。 流动性方面，科创芯片ETF盘中换手3.1%，成交9.55亿元。拉长时间看，截至7月15日，科创芯片ETF近1年日均成交23.56亿元，排名可比基金第一。 规模方面，科创芯片ETF最新规模达304.92亿元，创近半年新高，位居可比基金第一。份额方面，科创芯片ETF最新份额达201.04亿份，创近半年新高，位 居可比基金第一。 从资金净流入方面来看，科创芯片ETF近6天获得连续资金净流入，最高单日 ...

Core Viewpoint - The technology and pharmaceutical sectors have shown significant performance in the first half of the year, with several thematic funds reporting substantial growth in both performance and scale [1][2]. Fund Performance and Scale Growth - The China Europe Digital Economy Mixed Fund saw its scale increase from less than 8 million shares at the end of Q1 to over 900 million shares by the end of Q2, representing a growth of over 10 times [2][4]. - The total subscription for the A and C classes of the China Europe Digital Economy Mixed Fund exceeded 800 million shares in Q2 [2][3]. - The China Europe Information Technology Mixed Fund also experienced significant growth, with total subscriptions exceeding 900 million shares and total scale surpassing 1 billion shares by the end of Q2, marking an increase of over 8 times from approximately 110 million shares at the end of Q1 [3][4]. - The China Europe Sci-Tech Theme Mixed Fund had total subscriptions exceeding 1.1 billion shares in Q2, with total scale exceeding 1.8 billion shares, more than doubling from the previous quarter [5][6]. Changes in Holdings - The substantial growth in fund scale is attributed to strong performance throughout the year, with notable changes in the top ten holdings of several funds [7]. - The China Europe Digital Economy Mixed Fund made significant changes to its top ten holdings, notably increasing its position in Xinyi Technology, which saw a surge in stock price following its half-year earnings forecast [7][9]. - The China Europe Information Technology Mixed Fund also saw Xinyi Technology become its second-largest holding [9][10]. Investment Focus - The fund manager of the China Europe Digital Economy Mixed Fund emphasized a focus on five core investment areas: AI infrastructure, AI applications, domestic AI supply chain, intelligent robotics, and intelligent driving [8]. - The manager indicated a systematic reduction in exposure to the robotics sector, awaiting a decisive breakthrough in technology before increasing positions again [8]. - The manager of the China Europe Sci-Tech Theme Mixed Fund highlighted the importance of understanding industry trends and company value amidst the volatility of technology investments [12].

■ 恒玄科技（上海）股份有限公司 （三）本次业绩预告未经注册会计师审计。 2025年半年度业绩预告的自愿性披露公告 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。 一、本期业绩预告情况 （一）业绩预告期间 2025年1月1日至2025年6月30日。 （二）业绩预告情况 1、经财务部门初步测算，预计2025年半年度实现营业收入19.38亿元左右，与上年同期相比，将增加 4.07亿元左右，增长26.58%左右。 2、经财务部门初步测算，预计2025年半年度实现归属于母公司所有者的净利润为3.05亿元左右，与上 年同期相比，将增加1.57亿元左右，同比增长106.45%左右。 3、经财务部门初步测算，归属于母公司所有者的扣除非经常性损益的净利润为2.84亿元左右，与上年 同期相比，将增加1.72亿元左右，同比增长153.37%左右。 以上预告数据仅为初步核算数据，具体准确的财务数据以公司正式披露的2025年半年度报告为准，敬请 广大投资者注意投资风险。 特此公告。 （四）公司后续将参照年度业绩预告的披露标准披露半年度的经营业绩情 ...

Investment Rating - The report maintains a "Recommended" investment rating for the semiconductor and semiconductor equipment industry [5]. Core Insights - The overseas AI chip index increased by 1.8% this week, with AMD and Nvidia rising by 6.2% and 3.5% respectively, while Marvell and MPS saw declines of nearly 3% [1][8]. - The domestic AI chip index rose by 1.9%, with SMIC increasing by nearly 4% and Hengxuan Technology by 2.6% [1][8]. - The Nvidia mapping index surged by 5.8%, with Changxin Bochuang and Taichengguang experiencing significant gains of nearly 20% and 12% respectively [1][8]. - The server ODM index saw a slight increase of 0.3%, with Wiwynn rising nearly 5% [1][8]. - The storage chip index fell by 0.6%, with some companies like Baiwei Storage and Taiji Industrial showing gains of nearly 3% [1][8]. - The power semiconductor index increased by 1.0%, while the A-share fruit chain index rose by 4.7% and the Hong Kong fruit chain index by 3.9% [1][8]. Market Data Summary - In 2024, domestic smart glasses sales are projected to reach 434,000 units, a year-on-year increase of 36.5%, with expectations to exceed one million units in 2025, representing a growth rate of approximately 130% [2][22]. - In May 2025, domestic smartphone shipments totaled 23.716 million units, a year-on-year decline of 21.8%, with domestic brands accounting for 19.177 million units, down 24.2% [2][23]. - In Q2 2025, global PC shipments reached 67.6 million units, reflecting a year-on-year growth of 7.4% [2][23]. - In Q2 2025, Xiaomi led the Chinese smartphone market with a 16.63% market share, followed closely by Vivo, OPPO, Huawei, and Apple [2][28][29]. Major Events Summary - The iPhone 17 Pro is expected to feature an all-aluminum body with a redesigned MagSafe magnetic circle due to the repositioning of the Apple logo [3][30]. - Samsung launched the Galaxy Z Fold 7, which features significant changes in weight and screen design [3][30]. - The first MacBook equipped with an OLED screen is anticipated to launch in 2026, starting with the MacBook Pro series [3][30]. - Apple released the third developer preview of visionOS 26 for the Vision Pro device on July 8 [3][31].

证券代码：688608 证券简称：恒玄科技 公告编号：2025-037 恒玄科技（上海）股份有限公司 （三）本次业绩预告未经注册会计师审计。 （四）公司后续将参照年度业绩预告的披露标准披露半年度的经营业绩情 况。 2025 年半年度业绩预告的自愿性披露公告 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。 一、本期业绩预告情况 （一）业绩预告期间 2025 年 1 月 1 日至 2025 年 6 月 30 日。 （二）业绩预告情况 1、经财务部门初步测算，预计 2025 年半年度实现营业收入 19.38 亿元左右， 与上年同期相比，将增加 4.07 亿元左右，增长 26.58%左右。 2、经财务部门初步测算，预计 2025 年半年度实现归属于母公司所有者的净 利润为 3.05 亿元左右，与上年同期相比，将增加 1.57 亿元左右，同比增长 106.45% 左右。 3、经财务部门初步测算，归属于母公司所有者的扣除非经常性损益的净利 润为 2.84 亿元左右，与上年同期相比，将增加 1.72 亿元左右，同比增长 153.37% ...

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Chip Index decreased by 0.53% as of July 9, 2025, with mixed performance among constituent stocks [1] - The leading stocks included Weichuangxin up by 4.06%, Chip Source Micro up by 2.17%, and Naxin Micro up by 1.01%, while Anji Technology led the decline [1] - The Sci-Tech Chip ETF (588200) underwent a downward adjustment [1] Group 2 - The Sci-Tech Chip ETF had a turnover rate of 1.4% and a transaction volume of 396 million yuan during the trading session [3] - Over the past year, the average daily transaction volume of the Sci-Tech Chip ETF was 2.337 billion yuan, ranking first among comparable funds [3] - The latest scale of the Sci-Tech Chip ETF reached 28.432 billion yuan, marking a six-month high and also ranking first among comparable funds [3] - The ETF saw a net inflow of 100 million yuan recently, with a total of 455 million yuan net inflow over the last five trading days [3] - The latest financing buy-in amount for the ETF was 94.48 million yuan, with a financing balance of 1.49 billion yuan [3] - The net value of the Sci-Tech Chip ETF increased by 66.77% over the past year, ranking first among comparable funds [3] Group 3 - As of July 7, 2025, 49 listed companies had disclosed mid-year performance forecasts, with 37 companies expecting profit increases [4] - Semiconductor companies on the Sci-Tech Board, such as Tai Ling Micro and Chip Motion Technology, forecast significant profit growth for the first half of 2025 [4] - According to SEMI data, global semiconductor wafer manufacturers are accelerating capacity expansion to meet the rising demand from generative AI applications, with a projected 7% CAGR increase in 300mm capacity from 2024 to 2028 [4] - The Shanghai Stock Exchange has accepted IPO applications from domestic GPU companies, indicating a supportive environment for the AI semiconductor industry [4] Group 4 - The top ten weighted stocks in the Sci-Tech Chip Index as of June 30, 2025, included SMIC, Haiguang Information, and Cambrian, collectively accounting for 57.76% of the index [4] - The performance of individual stocks within the top ten showed slight declines, with SMIC down by 0.51% and Haiguang Information down by 0.31% [6] - Investors without stock accounts can access domestic chip investment opportunities through the Sci-Tech Chip ETF linked fund (017470) [6]

从上证中型企业综合指数持仓的市场板块来看，上海证券交易所占比100.00%。 从上证中型企业综合指数持仓样本的行业来看，信息技术占比33.04%、工业占比23.12%、可选消费占 比11.13%、医药卫生占比10.53%、原材料占比8.80%、主要消费占比4.97%、通信服务占比4.42%、金融 占比1.75%、房地产占比0.98%、公用事业占比0.85%、能源占比0.41%。 金融界7月8日消息，上证指数高开高走，上证中型企业综合指数(中型综指，000020)上涨1.18%，报 1325.48点，成交额1483.14亿元。 数据统计显示，上证中型企业综合指数近一个月上涨2.04%，近三个月上涨16.23%，年至今上涨 9.94%。 据了解，上证中型企业综合指数挑选国民经济产业分类中的中型企业作为指数样本，采用自由流通市值 加权计算。该指数以2007年12月28日为基日，以1000.0点为基点。 从指数持仓来看，上证中型企业综合指数十大权重分别为：中芯国际（5.22%）、寒武纪（3.47%）、 石头科技（0.98%）、思特威（0.9%）、华海清科（0.85%）、太平洋（0.82%）、恒玄科技 （0.82%）、 ...

证券代码：688608 证券简称：恒玄科技 公告编号：2025-036 恒玄科技（上海）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 恒玄科技（上海）股份有限公司（以下简称"公司"）第二届监事会第十八次 会议通知于 2025 年 6 月 30 日送达全体监事，会议于 2025 年 7 月 7 日以现场方 式召开，应出席会议的监事 3 人，实际出席监事 3 人。本次会议由监事会主席黄 律拯女士主持。会议的召集与召开程序符合《中华人民共和国公司法》和《恒玄 科技（上海）股份有限公司公司章程》等相关规定，表决形成的决议合法、有效。 二、监事会会议审议情况 本次会议由监事会主席黄律拯女士主持，经全体监事表决，形成决议如下： 《上市公司股权激 励管理办法》等法律、法规和规范性文件中关于激励计划调整的相关规定，履行 了必要的程序。本次调整在公司股东大会授权范围内，调整的程序合法合规，不 存在损害公司及股东利益的情形。 表决结果：同意 3 票，反对 0 票，弃权 0 票。 具体内容详见公司同日在上 ...