智通财经APP讯，中芯国际(688981.SH)公告，华夏基金管理有限公司旗下华夏上证科创板50成份交易 型开放式指数证券投资基金减持公司股份65.18万股，权益变动比例达0.03%。 目前华夏上证科创板50成份交易型开放式指数证券投资基金持有公司股份9882.79万股，占境内总股本 比例为4.97%，占总股本比例为1.24%。 ...

| 股东 | 股份性质 | | 本次变动前持有股份 占境内 | | | 本次变动后持有股份 占境内 | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 巨恩股 | | | 占总股本 | | 名称 | | 股数(股) | 总股本 | 本比例 | 股数(股) | 息股本 | 比例 | | | | | 比例 | | | 比例 | | | 华夏上 | 合计持有股 | 99.479.679 | 5.00% | 1.25% | 98.827.906 | 4.97% | 1.24% | | 证科创 | 份 | | | | | | | | 板 50 成 | 其中:无限 | 99.479.679 | 5.00% | 1.25% | 98,827,906 | 4.97% | 1.24% | | 份交易 | 售条件股份 | | | | | | | | 型 开 放 | | | | | | | | | 式 指 数 | 有限售条件 | | | | | | | | 证 券 投 | 股份 | | | | | | | | 资未金 | | | | | | | | 8月4 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其準確性或完整 性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部份內容而產生或因倚賴該等內容而 引致的任何損失承擔任何責任。 SEMICONDUCTOR MANUFACTURING INTERNATIONAL CORPORATION 中 芯 國 際 集 成 電 路 製 造 有 限 公 司 * （於開曼群島註冊成立之有限公司） （股份代號：00981） 海外監管公告 執行董事 劉訓峰 非執行董事 魯國慶 陳山枝 楊魯閩 黃登山 獨立非執行董事 本公告乃中芯國際集成電路製造有限公司（Semiconductor Manufacturing International Corporation,「本公司」）根據香港聯合交易所有限公司證券上市規則第13.10B條作出。 茲載列本公司於上海證券交易所網站刊發的《華夏上證科創板50成份交易型開放式指數證券 投資基金關於所持中芯國際集成電路製造有限公司境內股票變動的提示性公告》，僅供參閱。 承董事會命 中芯國際集成電路製造有限公司 公司秘書 / 董事會秘書 郭光莉 中國上海，2025 年 8 月 ...

中芯国际公告，华夏基金旗下的华夏上证科创板50成份交易型开放式指数证券投资基金近期通过证券交 易所交易减持中芯国际境内股票65.18万股，变动比例为0.03%。变动后，该基金持有中芯国际股票 9882.79万股，占公司境内总股本的比例为4.97%，占公司总股本的比例为1.24%。本次持股变动是基于 基金投资策略进行的正常调整，不影响公司控股股东和实际控制人的状态。 ...

Core Viewpoint - Recent US non-farm payroll data was disappointing, leading to a significant drop in US stocks, while Hong Kong and A-shares showed resilience with a strong recovery after initial declines [2] Group 1: Market Performance - The market opened lower but rebounded strongly, supported by banks and key stocks like SMIC, indicating a positive shift in market sentiment [2] - The military industry sector performed exceptionally well, driven by upcoming projects related to the new five-year plan [2] - The robotics sector, after a period of adjustment, is poised for growth, especially with the launch of the E-Town Robotics Consumption Festival in Beijing, which includes consumer subsidies [2] Group 2: New Consumption Trends - The new consumption sector, including pet food, trendy products, beauty care, and jewelry, showed positive performance after a prolonged adjustment period [3] - Cleaning appliances have reached new highs, marking a rare strong performance in consumer goods since July [3] - Companies like Ecovacs and Roborock have seen significant stock price increases, indicating potential opportunities in the new consumption space [4] Group 3: Future Outlook - Despite general market volatility, the overall performance remains positive, suggesting resilience in the face of external pressures [5] - The potential for interest rate cuts by the Federal Reserve could provide a boost to the market, with a focus on upcoming earnings reports and sectors that have seen prolonged adjustments [5] - Key areas to monitor include military, innovation drugs, robotics, and new consumption for potential investment opportunities [6]

Core Points - The CSI Hong Kong-Shanghai-Shenzhen Information Industry Index has shown significant growth, with a 5.35% increase over the past month, 10.78% over the past three months, and 19.28% year-to-date [1] - The index is based on a combination of the CSI Hong Kong-Shanghai-Shenzhen Comprehensive Index and the CSI Hong Kong-Shanghai-Shenzhen 500 Index, reflecting the overall performance of securities listed in the Hong Kong, Shanghai, and Shenzhen markets [1] Index Holdings - The top ten weighted stocks in the index include Tencent Holdings (9.61%), Alibaba-W (9.27%), Xiaomi Group-W (5.76%), China Mobile (3.16%), SMIC (1.43%), Kuaishou-W (1.33%), Zhongji Xuchuang (1.21%), Luxshare Precision (1.20%), Xinyi Semiconductor (1.18%), and SMIC (1.14%) [1] - The market share of the index holdings is distributed as follows: Hong Kong Stock Exchange (38.20%), Shenzhen Stock Exchange (36.19%), and Shanghai Stock Exchange (25.61%) [1] Industry Composition - The industry composition of the index holdings is as follows: Electronics (26.13%), Semiconductors (17.77%), Media (17.58%), Computers (12.39%), Retail (9.51%), Communication Equipment and Technical Services (9.28%), and Telecommunications Services (7.34%) [2] - The index sample is adjusted biannually, with adjustments occurring on the next trading day after the second Friday of June and December [2]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 600703 | 三安光电 | 12.57 | -0.87% | 61.78万 | | 7.80亿 | | 688702 | 盛科通信 | 66.56 | -0.83% | 3.37万 | | 2.22亿 | | 688396 | 华润微 | 46.70 | -0.53% | 4.22万 | | 1.96/Z | | 002371 | 北方华创 | 328.26 | -0.47% | - 4.63万 | | 15.21亿 | | 600141 | 兴发集团 | 24.67 | -0.40% | 14.68万 | | 3.61亿 | | 300672 | 国科微 | 84.43 | -0.28% | 5.46万 | | 4.58亿 | | 688262 | 国心科技 | 27.94 | -0.21% | 8.08万 | | 2.25亿 | | 301269 | 华大九天 | 108.92 | -0.13% | 3.39万 | | 3. ...

【恒生指数收盘涨0.92%，南向资金净卖出约181亿元】恒生科技指数涨1.55%。半导体股涨幅居前，英 诺赛科涨约30%，公司宣布与英伟达达成合作，联合推动800 VDC电源架构在AI数据中心的规模化落 地；华虹半导体涨约9%，中芯国际涨约3%。南向资金净卖出约181亿元，创5月12日以来最大单日净卖 出。 ...

Core Viewpoint - The A-share market shows a mixed performance with the Sci-Tech Innovation Board gaining strength, particularly in the semiconductor sector, indicating potential investment opportunities in domestic AI and semiconductor companies [1][6]. Group 1: Market Performance - As of 13:21 on August 4, the Sci-Tech Innovation Board's Chip ETF (588750) rose by 1.6%, recovering from previous losses [1]. - Over the past five days, the Chip ETF has seen a net inflow of 42.8 million yuan, with three days of positive capital inflow [1]. - The Sci-Tech Chip Index (000685) increased by 1.61%, with several component stocks experiencing significant gains, such as Dongxin Co. rising by 18.29% and Chip Origin Co. increasing by over 9% [6]. Group 2: AI and Semiconductor Developments - Recent advancements in AI models, including a significant reduction in video rendering time and the nearing completion of GPT-5, highlight the rapid evolution in AI technology [3]. - The launch of a new AI model, Horizon Alpha, has garnered attention for its impressive performance in creative writing and reasoning capabilities [3]. - The global semiconductor industry is facing discussions around security risks related to AI computing chips, which may impact market dynamics [3]. Group 3: Domestic Semiconductor Industry Outlook - The current geopolitical climate is seen as a catalyst for the domestic high-performance AI chip industry, with expectations for accelerated domestic replacements of international products [4]. - The domestic semiconductor industry is witnessing a significant increase in the localization rate of manufacturing equipment, rising from 21% in 2021 to 35% in 2023 [9]. - The semiconductor sector is projected to experience a sales growth rate of 17% in 2024, with a notable increase in net profit for the chip sector expected in Q1 2025 [8]. Group 4: Investment Opportunities - The Sci-Tech Chip ETF (588750) is highlighted as a key investment vehicle, with a projected net profit growth rate of 70% in Q1 2025, significantly outperforming other indices [8]. - The AI chip market is anticipated to grow substantially, with estimates suggesting it could exceed $150 billion by 2025 and reach $400 billion by 2027 [8]. - The ongoing push for domestic semiconductor capabilities is expected to create strategic development opportunities within the industry, supported by government policies and capital investments [4][9].

Investment Rating - The industry rating is maintained at "Outperform the Market" [7] Core Insights - The semiconductor sector is expected to continue its optimistic growth trajectory in 2025, driven by AI and domestic substitution efforts [5][17] - The second quarter of 2025 saw a notable increase in the allocation of semiconductor stocks within the electronic sector, with a significant focus on storage and power components [2][5] - The report highlights the strong performance of key companies in the semiconductor space, particularly in the storage segment, where price increases are anticipated [4][5] Summary by Sections 1. Q2 Semiconductor Holdings and Q3 Outlook - In Q2 2025, the A-share electronic industry allocation was 18.67%, maintaining the top position in the market, with a slight increase in the overweight ratio [2][14] - The semiconductor sector accounted for the highest proportion of holdings at 10.47% among various electronic components [2][25] 2. Q3 Downstream Industry Outlook - The report indicates stable growth in consumer electronics, with significant increases in the production of new energy vehicles and industrial applications [3][15] - In June 2025, China's smartphone production reached 108 million units, reflecting an 8.4% year-on-year increase [3][30] - The production of new energy vehicles saw a notable rise, with 1.234 million units produced, marking an 18.8% increase [3][32] 3. Storage Sector Recommendations - Jiangbolong is highlighted as a key player in the storage sector, benefiting from both cyclical and growth factors, with expected price increases in NAND and DDR4 products [4][16] - The company is positioned to leverage domestic substitution in enterprise storage, projecting a 200% year-on-year revenue increase in Q1 2025 [4][16] 4. Overall Market Trends - The semiconductor market is expected to see continued price increases in Q3 2025, particularly in the storage segment, with a focus on performance and efficiency improvements [5][17] - The report emphasizes the importance of domestic substitution and the resilience of key players in the semiconductor industry amid global supply chain challenges [5][17]