Core Viewpoint - The semiconductor sector in the A-share market has shown strong performance, with several companies experiencing significant stock price increases [1]. Group 1: Stock Performance - Chipone Technology (688521) saw a stock price increase of 15.86%, with a total market capitalization of 77.5 billion and a year-to-date increase of 181.27% [2]. - Aiwei Electronics (688798) experienced a 13.02% rise, with a market cap of 21.4 billion and a year-to-date increase of 32.40% [2]. - Shengke Communication (688702) rose by 8.76%, with a market cap of 41.2 billion and a year-to-date increase of 19.76% [2]. - Chengdu Huamei (688709) increased by 8.35%, with a market cap of 24.7 billion and a year-to-date increase of 25.73% [2]. - Nanchip Technology (688484) saw a 7.99% increase, with a market cap of 21.1 billion and a year-to-date increase of 38.41% [2]. - Cambricon Technologies (688256) rose by 5.61%, with a market cap of 412.6 billion and a year-to-date increase of 49.90% [2]. - ST Huamei (600360) increased by 4.97%, with a market cap of 9.526 billion and a year-to-date increase of 117.56% [2]. - Huahai Chengke (688535) rose by 4.78%, with a market cap of 7.772 billion and a year-to-date increase of 29.86% [2]. - Longxin Technology (688486) increased by 4.76%, with a market cap of 9.713 billion and a year-to-date increase of 21.87% [2]. - Runxin Technology (300493) saw a 4.75% increase, with a market cap of 1.19 billion but a year-to-date decrease of 17.66% [2]. - Hangyu Micro (300053) rose by 4.30%, with a market cap of 1.03 billion and a year-to-date increase of 12.91% [2]. - Weicet Technology (688372) increased by 3.96%, with a market cap of 1.06 billion and a year-to-date increase of 58.46% [2].

Group 1: Market Performance - The Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index (000698) increased by 0.37% as of August 20, 2025, with notable gains from constituent stocks such as Shengke Communication (688702) up 17.14% and Aiwei Electronics (688798) up 14.07% [1] - The Sci-Tech 100 Index ETF (588030) rose by 0.17%, with a latest price of 1.21 yuan, and has seen a cumulative increase of 5.21% over the past week, ranking 3rd among comparable funds [1] - The ETF experienced a turnover rate of 3.27% with a transaction volume of 234 million yuan, and an average daily transaction volume of 433 million yuan over the past week, leading among comparable funds [1] Group 2: Semiconductor Industry Insights - In 2024, global semiconductor equipment sales are projected to grow by 10% year-on-year, reaching 117.1 billion USD, driven by AI advancements and domestic semiconductor initiatives in China [2] - The domestic semiconductor cleaning equipment market in China is valued at 11.3 billion yuan, with a localization rate of 35%, indicating significant potential for domestic substitution [2] - The liquid cooling server market in China is expected to grow by 67% year-on-year in 2024, reaching 2.37 billion USD, with a projected CAGR of 46.8% from 2024 to 2029 [2] Group 3: ETF Growth Metrics - The Sci-Tech 100 Index ETF saw a significant increase in scale, growing by 469 million yuan over the past week, ranking 1st among comparable funds [3] - The ETF's share count increased by 21 million shares in the past week, also ranking 1st among comparable funds, with a net inflow of 29.14 million yuan [4] - Over the past five trading days, the ETF recorded net inflows on four days, totaling 310 million yuan, with an average daily net inflow of 6.21 million yuan [4] Group 4: Performance and Risk Metrics - As of August 15, 2025, the Sci-Tech 100 Index ETF had a Sharpe ratio of 1.63, indicating strong risk-adjusted returns [5] - The ETF's relative drawdown compared to the benchmark was 0.20% year-to-date, with a recovery period of 108 days [5] - The ETF has a management fee of 0.15% and a custody fee of 0.05%, which are among the lowest in comparable funds, and it has a tracking error of 0.020% year-to-date, indicating high tracking precision [6] Group 5: Index Composition - The Sci-Tech 100 Index consists of 100 securities selected from the Shanghai Stock Exchange Sci-Tech Innovation Board, focusing on mid-cap stocks with good liquidity [6] - As of July 31, 2025, the top ten weighted stocks in the index accounted for 23.52% of the total index weight, including companies like Borui Pharmaceutical (688166) and BeiGene (688235) [6]

Group 1 - The semiconductor sector in the A-share market has shown strong performance, with notable increases in stock prices for several companies [1] - Chipone Technology (688521) saw a significant rise of 15.86%, with a total market capitalization of 77.5 billion and a year-to-date increase of 181.27% [2] - Aiwei Electronics (688798) increased by 13.02%, with a market cap of 21.4 billion and a year-to-date rise of 32.40% [2] Group 2 - Other companies such as Shengke Communication (688702) and Chengdu Huamei (688709) experienced gains of 8.76% and 8.35% respectively, with market caps of 41.2 billion and 24.7 billion [2] - Nanchip Technology (688484) rose by 7.99%, with a market cap of 21.1 billion and a year-to-date increase of 38.41% [2] - The overall trend indicates a positive momentum in the semiconductor sector, supported by the formation of MACD golden cross signals [1]

Group 1 - The core stock price of Chengdu Huami is 33.35 yuan as of August 11, 2025, with a slight decrease of 0.01 yuan from the previous trading day, and a trading volume of 47,200 hands, amounting to 158 million yuan [1] - Chengdu Huami operates in the semiconductor industry, focusing on integrated circuit design, and has recently launched its self-developed HWD01001 ultra-low power RISC-V MCU, targeting the IoT terminal and wearable device markets [1] - The stock experienced a trading fluctuation of 2.37%, with a daily high of 33.80 yuan and a low of 33.01 yuan [1] Group 2 - The net outflow of main funds for Chengdu Huami on that day was 32.79 million yuan, accounting for 0.45% of its circulating market value [1] - Over the past five trading days, the cumulative net outflow was 1.50 million yuan, representing 0.02% of the circulating market value [1]

Group 1 - Chengdu Huami (688709) closed at 33.35 yuan on August 11, 2025, with a slight decrease of 0.03% and a turnover rate of 2.17% [1] - The company experienced a net outflow of main funds amounting to 32.79 million yuan, representing 20.77% of the total transaction amount [1] - The latest financial report for Chengdu Huami shows total operating revenue of 156 million yuan, an increase of 11.86% year-on-year, while net profit attributable to shareholders decreased by 62.68% to 21.88 million yuan [1] Group 2 - Chengdu Huami has made investments in three companies and participated in 444 bidding projects [2] - The company holds 7 trademark registrations and 222 patents, along with 9 administrative licenses [2] - Established in 2000, Chengdu Huami is primarily engaged in software and information technology services, with a registered capital of approximately 6.37 billion yuan [1][2]

格隆汇8月11日丨成都华微(688709.SH)公布，公司研发的超低功耗RISC-VMCU于近日成功发布。公司 研发的HWD01001型超低功耗RISC-V MCU集成了公司自主设计的32位RISC-V内核，结合多层次低功耗 设计技术，进而实现超低功耗性能。该款产品的正式发布为下游客户轻量化、低功耗、低延迟、小型化 的需求提供了系统化的解决方案。该款MCU集成的32位RISC-V内核，采用3级流水设计，最高工作频 率20MHz，支持硬件乘法和除法指令，在Standby模式下可在150us内快速唤醒，待机功耗小于1uA，内 置64KBeFlash，8KBSRAM存储单元，工作电压1.8V~3.6V，支持提供丰富外设接口USARTx2、 LPUARTx1、SPIx1、I2Cx1、CAN2.0x1，支持12bits1MSPSADC和DAC，内置比较器，提供QFN20 （3mmx3mm）和QFN28(4mmx4mm)多种封装形式。 ...

Core Viewpoint - Chengdu Huami has successfully launched its ultra-low power RISC-V MCU, which integrates a self-designed 32-bit RISC-V core and employs multi-level low-power design technology to achieve ultra-low power performance [2]. Group 1 - The newly released HWD01001 ultra-low power RISC-V MCU addresses the needs of downstream customers for lightweight, low-power, low-latency, and compact solutions [2]. - The product provides a systematic solution for the demands of the market, focusing on energy efficiency and performance [2].

今日聚焦 1、露笑科技：筹划发行H股股票并在香港联交所上市 露笑科技(002617.SZ)公告称，公司正在筹划境外发行股份(H股)并在香港联合交易所有限公司上市，以 推进全球化战略布局，打造国际化资本运作平台，提升国际品牌形象和综合竞争力。相关细节尚未确 定，待具体方案确定后，尚需提交公司董事会和股东大会审议，并经中国证券监督管理委员会备案和香 港联交所等监管机构审核。该事项具有较大不确定性，公司将及时履行信息披露义务。 2、山河智能：全资子公司收到保险赔付款 影响净利润金额1.26亿元 山河智能公告，公司全资子公司AVMAX曾与俄罗斯客户签订三份飞机租赁合同。自2022年2月地缘政 治冲突以来，航空业在制裁范围内。AVMAX根据相关政策，多次尝试召回上述租赁在俄罗斯的飞机。 尽管已持续进行交涉与回收操作，仍无法成功收回涉事飞机。近日，AVMAX与飞机保险承保人就赔付 方案达成一致意见，确认AVMAX可从保险承保商获得的保险理赔款为2900万美元，扣除律师费用等后 的保险赔付款净额为2296.51万美元。截至目前，AVMAX已全额收到2296.51万美元保险赔付款，按照8 月8日美元对人民币汇率中间价，折算人 ...

格隆汇8月11日丨成都华微(688709.SH)公布，公司研发的超低功耗RISC-VMCU于近日成功发布。公司 研发的HWD01001型超低功耗RISC-VMCU集成了公司自主设计的32位RISC-V内核，结合多层次低功耗 设计技术，进而实现超低功耗性能。该款产品的正式发布为下游客户轻量化、低功耗、低延迟、小型化 的需求提供了系统化的解决方案。该款MCU集成的32位RISC-V内核，采用3级流水设计，最高工作频 率20MHz，支持硬件乘法和除法指令，在Standby模式下可在150us内快速唤醒，待机功耗小于1uA，内 置64KBeFlash，8KBSRAM存储单元，工作电压1.8V~3.6V，支持提供丰富外设接口USARTx2、 LPUARTx1、SPIx1、I2Cx1、CAN2.0x1，支持12bits1MSPSADC和DAC，内置比较器，提供QFN20 （3mmx3mm）和QFN28(4mmx4mm)多种封装形式。 ...

证券代码：688709 证券简称：成都华微 公告编号：2025-020 成都华微电子科技股份有限公司（以下简称"公司"）研发的超低功耗 RISC-V MCU 于近日成功发布。现将相关事项公告如下： 一、新产品的基本情况 公司研发的 HWD01001 型超低功耗 RISC-V MCU 集成了公司自主设计的 32 位 RISC-V 内核，结合多层次低功耗设计技术，进而实现超低功耗性能。该款产 品的正式发布为下游客户轻量化、低功耗、低延迟、小型化的需求提供了系统化 的解决方案。 该款 MCU 集成的 32 位 RISC-V 内核，采用 3 级流水设计，最高工作频率 20MHz，支持硬件乘法和除法指令，在 Standby 模式下可在 150us 内快速唤醒， 待机功耗小于 1uA，内置 64KB eFlash，8KB SRAM 存储单元，工作电压 1.8V~3.6V，支持提供丰富外设接口 USART x2、LPUART x1、SPI x1、I2C x1、 CAN 2.0 x1，支持 12bits 1MSPS ADC 和 DAC，内置比较器，提供 QFN20（3mm x 3mm）和 QFN28(4mm x 4mm)多种 ...