从中证高端制造50指数持仓的市场板块来看，深圳证券交易所占比52.19%、上海证券交易所占比 47.81%。 从中证高端制造50指数持仓样本的行业来看，工业占比37.06%、信息技术占比30.98%、医药卫生占比 13.98%、可选消费占比12.66%、通信服务占比5.32%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调整。当样本退市时，将其从指数样 本中剔除。样本公司发生收购、合并、分拆等情形的处理，参照计算与维护细则处理。 金融界7月29日消息，上证指数低开高走，中证高端制造50指数 (高端造50，932025)报1492.82点。 数据统计显示，中证高端制造50指数近一个月上涨10.15%，近三个月上涨13.05%，年至今上涨6.21%。 据了解，中证高端制造50指数，选取信息技术、通信设备、电力设备、航空航天与国防、机械制造、医 药卫生、环保、汽车及零配件、油气开采等行业的50只有代表性的上市公司证券 ...

Core Viewpoint - Semiconductor Manufacturing International Corporation (SMIC) has applied for a patent related to semiconductor structures and their formation methods, indicating ongoing innovation in the semiconductor industry [1]. Company Summary - SMIC was established in 2000 and is located in Shanghai, primarily engaged in the manufacturing of computers, communications, and other electronic devices [1]. - The company has a registered capital of 244 million USD [1]. - SMIC has made investments in 4 companies and participated in 127 bidding projects [1]. - The company holds 150 trademark records and 5000 patent records, along with 451 administrative licenses [1]. Patent Details - The patent application, titled "Semiconductor Structure and Its Formation Method," was filed on January 2024, with the publication number CN120388891A [1]. - The semiconductor structure includes a semiconductor substrate with two regions: one with a silicon layer and the other with a silicon-germanium layer, both surfaces being flush [1]. - Fins are located in both regions, with equal heights, where the fins in the first region consist of part of the substrate and the silicon layer, while those in the second region consist of part of the substrate and the silicon-germanium layer [1].

中芯国际7月29日大宗交易平台出现一笔成交，成交量4.30万股，成交金额396.33万元，大宗交易成交价 为92.17元。该笔交易的买方营业部为中信证券股份有限公司上海黄浦区淮海中路证券营业部，卖方营 业部为广发证券股份有限公司上海南泉北路证券营业部。 进一步统计，近3个月内该股累计发生9笔大宗交易，合计成交金额为2592.64万元。 证券时报·数据宝统计显示，中芯国际今日收盘价为92.17元，下跌0.01%，日换手率为1.48%，成交额为 27.00亿元，全天主力资金净流出1.77亿元，近5日该股累计上涨3.47%，近5日资金合计净流出4.23亿 元。 两融数据显示，该股最新融资余额为72.41亿元，近5日增加2.52亿元，增幅为3.60%。（数据宝） 7月29日中芯国际大宗交易一览 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 4.30 | 396.33 | 92.17 | 0. ...

Group 1 - Southbound funds net bought Hong Kong stocks worth 12.72 billion HKD today, with notable purchases in Xiaomi Group-W (1.659 billion), Tencent Holdings (0.832 billion), and Alibaba-W (0.753 billion) [1] - Southbound funds have net bought Tencent for four consecutive days, totaling 2.08902 billion HKD, and Xiaomi for three consecutive days, totaling 2.44603 billion HKD [1] - Other significant net purchases include Sino Biopharmaceutical (0.651 billion), InnoCare Pharma (0.514 billion), and SMIC (0.366 billion) [1] Group 2 - In the Shanghai Stock Connect, Xiaomi Group-W saw a decrease of 2.6% with a net buy of 0.989 billion, while Tencent Holdings increased by 0.1% with a net buy of 1.060 billion [3] - Alibaba-W had a slight increase of 0.1% with a net buy of 0.202 billion, and SMIC rose by 0.5% with a net buy of 0.243 billion [3] - Meituan-W experienced a decline of 0.6% with a net sell of 0.221 billion, while Pop Mart saw a significant increase of 5.9% with a net sell of 0.272 billion [3]

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量( * ) 买入营业部 | | 卖出营业部 | | --- | --- | --- | --- | --- | --- | | 2025-07-29 | 中芯国际 | 688981 | 92.17 4.3 396.33 | 中信证券股份有限 | 广发证券股份有限 | | | | | | 公司上海黄浦区淮 | 公司上海南泉北路 | | | | | | 881 2 2 2 4 1 2 2 2 4 1 2 2 2 4 2 | 江兰古川城 | 7月29日，中芯国际大宗交易成交4.3万股，成交额396.33万元，占当日总成交额的0.15%，成交价92.17元，较市场收盘价92.17元持平。 ...

从上证超级大盘指数持仓的市场板块来看，上海证券交易所占比100.00%。 金融界7月29日消息，上证指数低开高走，上证超级大盘指数 (超大盘，000043)上涨0.23%，报2276.77 点，成交额602.4亿元。 从上证超级大盘指数持仓样本的行业来看，金融占比30.33%、信息技术占比15.35%、原材料占比 10.72%、工业占比10.23%、主要消费占比9.51%、能源占比9.27%、医药卫生占比5.43%、可选消费占比 4.62%、公用事业占比4.54%。 数据统计显示，上证超级大盘指数近一个月上涨3.65%，近三个月上涨7.78%，年至今上涨6.39%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。每次调整的样本比例一般不超过10%。定期调整设置缓冲区，排名在16名之前的新样本优先进 入；排名在24名之前的老样本优先保留。权重因子随样本定期调整而调整，调整时间与指数样本定期调 整实施时间相同。在下一个定期调整日前，权重因子一般固定不变。特殊情况下将对指数进行临时调 整。当样本退市时，将其从指数样本中剔除。样本公司发生收购、合并、分拆等情形的 ...

Group 1 - The core viewpoint of the news highlights the strong performance of the Southern Science and Technology Chip ETF (588890), which saw a nearly 2% increase during early trading on July 29, 2025, with a turnover of 5.5% and a transaction volume of 32.32 million yuan [1] - The underlying index, the Shanghai Science and Technology Chip Index (000685), rose by 1.57%, with significant gains in constituent stocks such as Dongxin Co., Ltd. (688110) up 20.01%, Fudan Microelectronics (688385) up 9.26%, and Naxin Microelectronics (688052) up 7.92% [1] - Over the past year, the Southern Science and Technology Chip ETF (588890) has seen an increase in scale by 534 million yuan, with a notable growth of 3 million shares in the last two weeks [1] Group 2 - On July 28, the Shanghai Municipal Economic and Information Commission released measures to further expand the application of artificial intelligence, emphasizing support for key technological innovations in areas such as intelligent chips and brain-computer interfaces, with funding support of up to 50% for strategic projects [2] - According to China International Capital Corporation (CICC), the semiconductor industry is experiencing high demand, with rapid growth in the shipment of existing applications and the emergence of new applications, benefiting leading companies through operational leverage and rising net profit margins [2] - The Southern Science and Technology Chip ETF (588890) closely tracks the Shanghai Science and Technology Chip Index, which includes companies involved in semiconductor materials, chip design, manufacturing, packaging, and testing, reflecting the overall performance of representative chip industry listed companies [3]

Group 1 - The semiconductor market shows signs of recovery, with global market size reaching $589.8 billion in May, a month-on-month increase of 3.55% and a year-on-year increase of 20% [6][8] - Major domestic wafer foundries, including SMIC, Hua Hong, and JCET, report high capacity utilization rates, with SMIC increasing from 68.1% to 89.6% and Hua Hong exceeding 100% [9][11] - The overall performance of the semiconductor industry is improving, with significant growth in exports and production in the electronic information manufacturing sector [8][9] Group 2 - Despite positive trends in the upstream semiconductor market, the chip spot market remains sluggish, with many traders reporting decreased orders and inquiries [14][15] - The disparity in market conditions is evident, with some distributors experiencing growth while others face challenges due to supply-demand imbalances [16][17] - Different segments within the semiconductor industry are experiencing varied performance, with analog chip manufacturers like TI and ADI showing recovery, while power device and silicon carbide sectors remain under pressure [20][21] Group 3 - The tight capacity situation is attributed to factors such as tariff fluctuations, domestic demand recovery, and government subsidies, leading to increased orders for local foundries [24][25] - The overall sentiment in the semiconductor industry is mixed, with leading companies benefiting from high-end chip demand while smaller firms struggle with rising material costs and competitive pressures [22][25] - The industry is characterized by a "blind men touching an elephant" phenomenon, where different stakeholders have varying perceptions of the market situation [25]

金十图示：2025年07月29日（周二）中国科技互联网公司市值排名TOP 50一览 | 3 | | 阿里巴巴 | 2913.7 | | --- | --- | --- | --- | | 4 | | 小米集团-W | 1823.48 | | 5 | | 拼多多 | 1657.58 | | 6 | 美团 | 美团-W | 990.12 | | 7 | 绸易 | 网易 | 835.06 | | 8 | | 中芯国际 | 530.08 | | | --- | --- | --- | --- | --- | | 9 | | 东方财富 | 522.2 | | | 10 | | 京东 | 478.87 | | | 11 | 88 | 快手-W | 388.76 | | | 12 | | 腾讯音乐 | 334.56 | | | 13 | | 理想汽车 | 312.46 | | | 14 | Bai San | 百度 | 307.33 | | | 15 | | 贝壳 | 231 | | | 16 | × | 小鹏汽车 | 180.55 | 1171 | | 17 | | 中通快递 | 159.39 | 1 t | | 18 ...

Group 1 - The financing balance of the Sci-Tech Innovation Board increased by 1.766 billion yuan compared to the previous trading day, marking an increase for 11 consecutive trading days [1] - A total of 430 stocks on the Sci-Tech Innovation Board have a financing balance exceeding 100 million yuan, with 18 stocks having a balance over 1 billion yuan [1] - The stocks with the highest net financing purchases include SMIC, Chipone Technology, and Western Superconducting, with net purchases of 164.45 million yuan, 109.12 million yuan, and 84.43 million yuan respectively [2] Group 2 - The average increase in stock prices for those with net purchases exceeding 10 million yuan was 1.58%, with notable gainers including Chipone Technology (up 20.00%), Electric Wind Power (up 17.47%), and CanSino (up 13.08%) [2] - The industries attracting the most financing interest are electronics, biomedicine, and machinery, with 29, 10, and 9 stocks respectively [2] - The average financing balance as a percentage of market capitalization for stocks with significant net purchases is 3.76%, with Tiancheng Technology having the highest ratio at 9.93% [2] Group 3 - The stocks with the largest financing balance increases include Chipone Technology (up 34.19%), Western Superconducting (up 17.52%), and Shijia Photon (up 8.32%) [2][3] - The stocks with the largest financing balance decreases include Shanghai Yizhong, Frontier Biotech, and Fuxin Technology, with decreases of 82.18 million yuan, 47.60 million yuan, and 41.38 million yuan respectively [1] - The financing balance of the Sci-Tech Innovation Board reached a total of 169.058 billion yuan as of July 28 [1]