近年来，成都华微不断加大在人工智能芯片方向的研发投入，探索芯片在大模型推理等场景下的优化应 用；燧原科技为人工智能云端算力产品的领军企业，其自主研发的高算力GPU产品，具备强大的计算能 力与高效的能耗比，在人工智能训练、推理等领域表现出色，已服务于互联网、金融、科研等众多行业 客户。 人民财讯8月24日电，据成都华微(688709)官微消息，近日，成都华微与上海燧原科技股份有限公司(简 称"燧原科技")正式签署战略合作协议，携手在大模型、高算力GPU领域展开深度合作，旨在整合双方 优势资源，共同推动国产人工智能技术的创新与产业应用。 ...

Group 1 - Chengdu Huawi (688709) closed at 47.04 yuan on August 22, reaching the daily limit with a trading volume of 1.174 billion yuan and a turnover rate of 12.66% [1] - The stock was listed on the daily trading list due to a price increase of 15% at the close [1] - The top five trading departments accounted for a total transaction of 470 million yuan, with a net buying amount of 112 million yuan [1] Group 2 - The leading buying department was an institutional proprietary seat, purchasing 1.332 billion yuan, followed by the Shanghai-Hong Kong Stock Connect with 927 million yuan [1] - The top selling department also included an institutional proprietary seat, selling 516 million yuan, with the Shanghai-Hong Kong Stock Connect as the second largest seller at 456 million yuan [1] - Overall, the main capital inflow for the stock was 739 million yuan for the day [1]

证券之星消息，8月22日半导体板块较上一交易日上涨8.44%，成都华微领涨。当日上证指数报收于 3825.76，上涨1.45%。深证成指报收于12166.06，上涨2.07%。半导体板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 688709 | 成都华微 | 47.04 | 20.00% | 27.59万 | 11.74亿 | | 688256 | 寒武纪 | 1243.20 | 20.00% | 14.12万 | 164.89亿 | | 688041 | 海光信息 | 186.06 | 20.00% | 75.15万 | 133.10亿 | | 688082 | 盛美上海 | 142.21 | 20.00% | 11.03万 | 14.75 亿 | | 688652 | 京仪装备 | 79.99 | 14.39% | 10.68万 | 8.09亿 | | 688981 | 中芯国际 | 103.97 | 14.19% | 206.19万 | 203.23亿 | | 68 ...

Core Viewpoint - The semiconductor sector in the A-share market is experiencing a significant surge, with multiple stocks hitting their daily price limits and showing substantial year-to-date gains [1][2]. Group 1: Stock Performance - Chengdu Huami, Cambricon, and Shengmei Shanghai all reached a 20% increase, hitting the daily limit [1]. - Other notable performers include Jingyi Equipment and SMIC, which rose over 14%, while Jiewate and Xinyuanwei increased nearly 14% [1]. - Year-to-date performance shows that Chengdu Huami has gained 52.43%, Cambricon 88.94%, and Shengmei Shanghai 42.95% [2]. Group 2: Market News - Nvidia has reportedly ordered a halt to the production of its H20 chip, which may impact the semiconductor supply chain [1]. - DeepSeek announced the official release of DeepSeek-V3.1, which features significant adjustments in its tokenizer and chat template, indicating advancements in domestic chip design [1].

格隆汇8月22日｜A股市场半导体股涨势凌厉，截至收盘，成都华微、寒武纪、盛美上海20CM涨停，京 仪装备、中芯国际涨超14%，杰华特涨近14%，芯源微、天准科技涨超11%，金博股份、景嘉微涨超 10%，和而泰、航锦科技、兆易创新、东材科技、华东重机、远程股份10CM涨停，澜起科技涨超8%， 芯原股份涨超7%，北方华创、中微公司、长电科技涨超6%，豪威集团、瑞芯微涨超5%。 | 代码 | 名称 | | 涨幅%↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688709 | 成都华微 | | 20.00 | 300亿 | 52.43 | | 688256 | 寒武纪-U | 3 | 20.00 | 5201亿 | 88.94 | | 688082 | 盛美上海 | 1 | 20.00 | 628 7 | 42.95 | | 688652 | 京仪装备 | | 14.39 | 134亿 | 63.21 | | 688981 | 中芯国际 | 1 | 14.19 | 8303 Z | 9.88 | | 688141 | 杰华特 | 44 | 13 ...

资金面上，成都华微上一交易日主力资金净流出2387.78万元，近5日净流入5931.79万元。 8月22日尾盘科创板股成都华微涨停，截至14:53，股价报47.04元，成交10.61亿元，换手率11.56%，振 幅21.15%。 科创板个股中，截至发稿上涨的共有465只，涨幅在10%以上的共有19只，除成都华微之外，涨停的还 有海光信息、寒武纪-U、盛美上海等，下跌的有117只，跌幅较大的有莱尔科技、博拓生物、富淼科 技，分别下跌5.48%、5.15%、4.84%。 融资融券数据显示，该股最新（8月21日）两融余额为3.40亿元，其中，融资余额为3.39亿元，较上一个 交易日增加2380.50万元，增幅为7.55%；融券余额为73.70万元，较上一个交易日减少1.32万元，降幅为 1.76%。近10日两融余额合计增加1.05亿元，增幅为44.39%，其间融资余额增长44.33%，融券余额增长 79.40%。（数据宝） （文章来源：证券时报网） ...

Group 1: Semiconductor Market Performance - On August 20, the semiconductor sector experienced a significant rally, with stocks such as Shengke Communication rising by 20%, Aiwei Electronics by 15.85%, and Chipone Technology by 15.52% [1][6] - The semiconductor sector has seen a cumulative increase of 14.19% in August [6] Group 2: AI Driving Semiconductor Growth - AI technology is driving a new growth cycle in the semiconductor industry, with applications in servers, smartphones, PCs, and automobiles leading to increased demand for semiconductor components [2][3] - The global AI server market is projected to grow to 30% from 2023 to 2033, with increased demand for high-performance GPUs, CPUs, and storage hardware [2] - AI smartphone shipments are expected to reach approximately 119 million units in 2024, growing to 606 million units by 2028, with a compound annual growth rate (CAGR) of about 38% [2] - AI PC shipments are forecasted to be around 48 million units in 2024, increasing to 204 million units by 2028, with a CAGR of 43.58% [2] Group 3: Automotive AI Sector - The global smart vehicle sales are expected to grow at a CAGR of about 11% from 2023 to 2030, with ADAS penetration increasing from 65.6% in 2023 to 96.7% by 2030 [3] - The demand for advanced driving chips, storage chips, and interaction hardware is expected to rise due to the high computational and storage requirements of automotive AI models [3] Group 4: Domestic Semiconductor Industry Developments - China's semiconductor industry is undergoing significant domestic substitution efforts, with a decrease in the import share of integrated circuits from 4.4% in 2019 to 2.4% in 2023 [4] - The domestic production rate of semiconductor equipment has reached 30% in certain areas, with breakthroughs in photolithography technology and EDA achieving domestic substitution [4] - Shanghai Microelectronics has delivered its first 7nm process-supporting immersion DUV lithography machine, achieving a domestic production rate of 70% [4] Group 5: Semiconductor Equipment and Materials - The semiconductor equipment and materials sector is identified as a key area for domestic substitution, with significant potential for growth driven by AI demand and technological advancements [5] - National Electric Power Investment Corporation has completed the delivery of its first batch of optimized hydrogen ion implantation performance chips, marking a milestone in domestic technology [5] - Guangfa Securities highlights the increasing penetration and demand for new technologies such as renewable energy, automotive electronics, and AI as important drivers for the semiconductor industry [5]

Group 1 - The upcoming military parade on September 3 will showcase a new generation of weaponry, marking the first major display of China's modernized military capabilities [6][7][9] - The parade will feature over a hundred types of domestically produced main battle equipment, including advanced technologies such as hypersonic weapons, air defense systems, and strategic missiles [9][11][10] - The military industry has seen a resurgence, with the sector experiencing a cumulative increase of over 35% since April, driven by geopolitical tensions and technological advancements [13][15] Group 2 - The stock market reacted positively to the news of the parade, with significant short-term gains in aerospace, satellite navigation, and military stocks, although some stocks retreated after initial highs [2][3] - Notable stock performances include Zhongtian Rocket, which achieved a 9.99% increase, and Yunnan Zhiye, which also saw a 9.99% rise, among others [4][5] - Historical data indicates that major military parades typically catalyze military stock performance, with significant gains observed in the months leading up to such events [17]

两融数据显示，该股最新（8月19日）两融余额为2.66亿元，其中，融资余额为2.66亿元，近10日增加 2799.35万元，环比增长11.77%。 成都华微股价创出历史新高，截至14:08，该股上涨16.89%，股价报41.86元，成交量1741.36万股，成交 金额6.62亿元，换手率7.99%，该股最新A股总市值达266.58亿元，该股A股流通市值91.22亿元。 证券时报·数据宝统计显示，成都华微所属的电子行业，目前整体涨幅为1.43%，行业内，目前股价上涨 的有329只，涨停的有森霸传感、智动力等14只。股价下跌的有151只，跌幅居前的有旭光电子、福日电 子、瑞可达等，跌幅分别为9.97%、8.95%、7.29%。 公司发布的一季报数据显示，一季度公司共实现营业收入1.56亿元，同比增长11.86%，实现净利润 2188.18万元，同比下降62.68%，基本每股收益为0.0300元，加权平均净资产收益率0.78%。（数据宝） （文章来源：证券时报网） ...

Group 1 - The storage chip sector experienced a rebound in the afternoon, with Chengdu Huami rising over 10% [1] - Other companies such as Zhanxin Co., Shanghai Xinyang, Huahai Chengke, Huada Jiutian, and Jingzhida also saw increases [1] - In related ETFs, the semiconductor ETF (159813) rose by 2.55% with a transaction volume of 322 million yuan, while the leading chip ETF (159801) increased by 2.38% with a transaction volume of 81.064 million yuan [1]