数据ETF紧密跟踪中证大数据产业指数，中证大数据产业指数选取业务涉及大数据存储设备、大数据分析技术、大数据运营平台、大数据生产、大数据 应用等领域的上市公司证券作为指数样本，以反映大数据及算力产业上市公司证券的整体表现。从指数结构看，截至2025年5月30日，中证大数据产业 指数前十大权重股集中度达 50.5%，科大讯飞、中科曙光、紫光股份等企业均为算力赛道核心玩家。 在政策催化与技术迭代的双重驱动下，数据 ETF（516000）所代表的大数据产业，正以 "算力底座 + 场景创新" 双轮驱动，成为穿越经济周期的关键赛 道。数据ETF（516000），场外联接（华夏中证大数据产业ETF发起式联接A：020335；华夏中证大数据产业ETF发起式联接C：020336；华夏中证大数 据产业ETF发起式联接D：023779）。 截至2025年6月11日 11点05分，中证大数据产业指数（930902）上涨0.24%，成分股中科曙光上涨3.91%，神州信息上涨1.16%，恒生电子上涨0.68%，数 字政通上涨0.59%，科大讯飞上涨0.58%。数据ETF（516000）多空胶着，盘中溢价频现，最新报价0.91元。拉长时间 ...

截至2025年6月6日收盘，紫光股份（000938）报收于24.74元，较上周的24.03元上涨2.95%。本周，紫光股份6月6日盘中最高价报24.8元。6月3日 盘中最低价报23.81元。紫光股份当前最新总市值707.58亿元，在IT服务板块市值排名2/119，在两市A股市值排名197/5148。 本周关注点 公司公告汇总: 2024年度利润分配方案已获股东大会审议通过，每股派发现金股利0.75元 公司公告汇总 紫光股份有限公司2024年度利润分配方案已获2025年5月20日召开的2024年度股东大会审议通过，具体方案为以2024年末公司总股本2860079874股 为基数，向全体股东每10股派发现金股利0.75元（含税），共计派送现金214505990.55元。2024年度不送红股，不以公积金转增股本。若2024年度 利润分配方案实施前公司总股本发生变化，将按照现金分红总金额不变的原则对每股分配金额进行相应调整。自本次分配方案披露至实施期间公 司股本总额未发生变化。本次实施的分配方案与股东大会审议通过的分配方案一致。本次实施分配方案距离股东大会审议通过的时间未超过两个 月。本次权益分派股权登记日为2025 ...

沪指6月5日上涨0.23%，申万所属行业中，今日上涨的有12个，涨幅居前的行业为通信、电子，涨幅分 别为2.62%、2.31%。计算机行业位居今日涨幅榜第三。跌幅居前的行业为美容护理、纺织服饰，跌幅 分别为3.07%、1.81%。 资金面上看，两市主力资金全天净流出3.37亿元，今日有11个行业主力资金净流入，电子行业主力资金 净流入规模居首，该行业今日上涨2.31%，全天净流入资金48.41亿元，其次是计算机行业，日涨幅为 2.12%，净流入资金为32.14亿元。 主力资金净流出的行业有20个，医药生物行业主力资金净流出规模居首，全天净流出资金48.79亿元， 其次是食品饮料行业，净流出资金为12.85亿元，净流出资金较多的还有有色金属、农林牧渔、交通运 输等行业。 计算机行业今日上涨2.12%，全天主力资金净流入32.14亿元，该行业所属的个股共336只，今日上涨的 有298只，涨停的有5只；下跌的有35只。以资金流向数据进行统计，该行业资金净流入的个股有197 只，其中，净流入资金超亿元的有11只，净流入资金居首的是大位科技，今日净流入资金5.44亿元，紧 随其后的是拓维信息、宇信科技，净流入资金分别为 ...

Core Viewpoint - Unisoc Co., Ltd. is preparing for a secondary listing on the Hong Kong Stock Exchange, driven by the increasing demand for computing power from its DeepSeek large model, positioning itself as a leading provider of digital and AI solutions in the ICT sector [1][2]. Company Overview - Unisoc is a subsidiary of Tsinghua Unigroup, originally listed on the Shenzhen Stock Exchange in November 1999, and is part of a larger group that includes multiple listed companies in both A-shares and H-shares [1]. - The company ranks third in China's digital infrastructure market and second in both the networking and computing/storage infrastructure markets, according to Frost & Sullivan [1]. Business Model and Revenue - Unisoc offers a comprehensive range of digital solutions, integrating cloud computing, big data, AI, IoT, cybersecurity, and edge computing, which supports various industries in their digital transformation [2]. - The company has four major subsidiaries, with H3C contributing the most to its revenue, recognized as a leading manufacturer of AI servers and Ethernet switches [2]. Financial Performance - Unisoc's revenue has shown steady growth, with reported revenues of approximately 737.52 billion RMB, 775.38 billion RMB, and 790.24 billion RMB for the years 2022, 2023, and 2024, respectively [3]. - The digital solutions segment has become the main revenue driver, accounting for 62.7%, 68.4%, and 70.5% of total revenue in the same years [3][4]. Profitability - The company's net profits from continuing operations were approximately 37.42 billion RMB, 36.85 billion RMB, and 19.82 billion RMB for 2022, 2023, and 2024, respectively, with a declining gross margin from 19.8% to 16.0% over the same period [5]. - Despite a drop in profit for 2024 due to increased costs and reduced margins, the company maintains a strong cash position with 73.17 billion RMB in cash and cash equivalents by the end of 2024 [5]. Market Trends - The global digital solutions market has been growing steadily, projected to increase from 1.5 trillion USD in 2020 to 2.6 trillion USD by 2024, with a compound annual growth rate (CAGR) of 14.1% [7]. - The market is expected to reach 4.8 trillion USD by 2029, with a CAGR of 12.7% from 2024 to 2029, driven by advancements in cloud computing, AI, and other technologies [7]. Competitive Landscape - The company faces increasing competition from major players like Huawei and ZTE, particularly in the telecommunications sector, and must navigate challenges from rising self-developed hardware by cloud service providers [11]. - Unisoc's IPO proceeds are intended for R&D, strategic investments, and global market expansion to strengthen its competitive position [11]. Future Outlook - The successful listing on the Hong Kong Stock Exchange is anticipated to elevate the company's market presence, with potential for strong long-term value driven by technological barriers and favorable policies [12].

股票简称：紫光股份 股票代码：000938 公告编号：2025－040 紫光股份有限公司 2024 年度权益分派实施公告 本公司及董事会全体成员保证信息披露的内容真实、准确和完整，没有虚假记载、 误导性陈述或重大遗漏。 一、股东大会审议通过利润分配方案等情况 1、紫光股份有限公司（以下简称"公司"）2024 年度利润分配方案已获 2025 年 5 月 20 日召开的 2024 年度股东大会审议通过，具体方案为：以 2024 年末公司总股本 2,860,079,874 股为基数，向全体股东每 10 股派发现金股利 0.75 元（含税），共计派送 现金 214,505,990.55 元。2024 年度不送红股，不以公积金转增股本。若 2024 年度利润 分配方案实施前公司总股本发生变化，将按照"现金分红总金额不变"的原则对每股 分配金额进行相应调整。 2、自本次分配方案披露至实施期间公司股本总额未发生变化。 3、本次实施的分配方案与股东大会审议通过的分配方案一致。 4、本次实施分配方案距离股东大会审议通过的时间未超过两个月。 二、本次实施的利润分配方案 公司 2024 年度权益分派方案为：以公司现有总股本 2,8 ...

Core Viewpoint - Several A-share companies have successfully listed in Hong Kong this year, with notable stock performance, including Ningde Times, Hengrui Medicine, and Chifeng Gold. Recently, Unisplendour Corporation, a leading ICT company from A-share, submitted its prospectus to the Hong Kong Stock Exchange [2]. Company Overview - Unisplendour Corporation was established in 1999 and is a joint venture among several prominent organizations. It has been listed on the Shenzhen Stock Exchange since its inception [3]. - The company designs and sells a diverse range of ICT infrastructure products, covering the entire digital solution industry chain, including key products such as "cloud-network-security-computing-storage-end" [3]. - Unisplendour also provides one-stop digital solutions integrating cloud computing, big data, artificial intelligence, IoT, cybersecurity, smart connectivity, and edge computing, while distributing globally recognized ICT products in China [3]. Financial Performance - Unisplendour's revenue has shown a continuous upward trend from 2022 to 2024, with revenues of 73.75 billion RMB, 77.54 billion RMB, and 79.02 billion RMB, respectively. However, net profit attributable to shareholders has declined from 2.16 billion RMB in 2022 to 1.57 billion RMB in 2024, primarily due to increased financial costs from acquisitions and reduced government subsidies [4]. - In Q1 2025, the company's revenue grew by 22.25% year-on-year to 20.79 billion RMB, while net profit decreased by 15.75% to 349 million RMB. However, the non-recurring net profit increased by 19.30% to 409 million RMB [4]. Business Segmentation - From 2022 to 2024, revenue from digital solutions increased from 46.31 billion RMB to 55.73 billion RMB, accounting for 62.7% to 70.5% of total revenue. Conversely, revenue from ICT product distribution decreased from 37.1% to 29.3% [4][5]. Debt and Financial Ratios - The company has significantly increased its debt due to acquisitions, with borrowings rising from 4.7 billion RMB in 2022 to 20 billion RMB in 2024. The capital-to-debt ratio surged from 15.9% to 132.0% during the same period [6][7]. - Financial costs increased by 170.1% to 858 million RMB in 2024, impacting profitability [7]. Inventory Management - Unisplendour's inventory has also increased, reaching 34 billion RMB by the end of 2024, with inventory turnover days rising from 111.3 days in 2022 to 163.8 days in 2024. This increase is attributed to the purchase of key raw materials to mitigate supply chain risks and meet growing product demand [8]. Market Outlook - The global digital solution market is expected to reach 4.8 trillion USD by 2029, with a compound annual growth rate (CAGR) of 12.7% from 2024 to 2029. In China, the digital solution market is projected to reach 4.4 trillion RMB by 2029, with a CAGR of 18.9% during the same period [9][10]. Strategic Initiatives - The upcoming Hong Kong listing aims to enhance Unisplendour's global strategy, accelerate overseas business development, and improve its capital strength. The funds raised will be allocated to R&D, strategic investments, overseas expansion, and general operational needs [11].

2025年5月，A股IPO（首次公开募股）市场有4家公司首发上会，且全部过会，这一上会企业数量较4月 的9家有所减少。5月仅有6只新股上市，上市数量在年内也仅高于2月的1只。 降：上会与上市数量减少 在赴境外上市方面，截至2025年5月30日，共有158家公司在进行境外发行证券备案中，其中拟赴港上市 超过七成。 《每日经济新闻》记者注意到，赴港上市热潮持续，5月有41家公司递表港交所，而且有至少7家A股上 市公司首次公告披露拟赴港IPO。在新股发行市场，随着宁德时代（300750）登陆港交所，5月港股市 场首次招股募资额创下自2021年4月以来的月度新高。 5月，A股IPO市场迎来4家公司首发上会并全部过会，包括来自深证主板的海安橡胶以及来自北交所的 世昌股份、志高机械和酉立智能，这一首发上会企业数量较上月的9家有所减少。 上述4家过会企业中，海安橡胶主要从事巨型全钢工程机械子午线轮胎的研发、生产与销售以及矿用轮 胎的运营管理业务。 《每日经济新闻》记者注意到，深交所上市委在现场主要问询了两个问题，一是要求海安橡胶说明预计 2025~2027年营业收入复合增长率为20%的合理性及可持续性，报告期后业绩是否存在 ...

Group 1 - The core viewpoint of the news is that Unisplendour Corporation is seeking to enhance its global strategy and capital strength by applying for H-share listing on the Hong Kong Stock Exchange [1] - Unisplendour is a leading provider of digital and AI solutions, offering a diverse range of ICT infrastructure products and integrated digital solutions [1] - According to Frost & Sullivan, Unisplendour ranks as the third largest digital infrastructure provider in China with a market share of 8.6% and holds significant positions in network and computing/storage infrastructure [1] Group 2 - Unisplendour has experienced a situation of increasing revenue without corresponding profit growth, with revenues of 74.06 billion yuan, 77.31 billion yuan, and 79.02 billion yuan for 2022, 2023, and 2024 respectively, while net profits were 3.742 billion yuan, 3.685 billion yuan, and 1.982 billion yuan [2] - The company reported a strong performance in Q1 2025, achieving revenue of 20.79 billion yuan, a significant year-on-year increase of 22.25%, and a net profit of 409 million yuan, up 19.30% [2] - The growth in revenue for Q1 2025 is attributed to the rising demand for computing power driven by the AIGC trend, with expectations for continued market demand release due to increased capital investments from major internet companies and ongoing government initiatives [2]

Core Viewpoint - Unisplendour Corporation Limited (stock code: 000938) has submitted an application for the issuance and listing of H-shares on the Hong Kong Stock Exchange, indicating a strategic move to expand its capital base and attract foreign investment [1] Company Announcement Summary - On May 29, 2025, Unisplendour submitted an application to the Hong Kong Stock Exchange for the issuance of H-shares and listing on the main board [1] - The application materials published are in draft form and may be updated or revised as necessary [1] - The subscription for the H-shares is limited to qualified foreign investors and domestic qualified investors who are authorized to conduct overseas securities investments under Chinese laws [1] - The company will not publish the application materials on domestic securities exchanges or media that meet domestic regulatory conditions, but has provided a link for access on the Hong Kong Stock Exchange website [1] - The issuance and listing are subject to approvals from relevant regulatory bodies, including the China Securities Regulatory Commission and the Hong Kong Securities and Futures Commission, indicating potential uncertainties [1]

01 本周上市企业： 吉宏股份成功登陆港交所主板 "A+H"双融资平台构建完成 北京时间5月27日，来自福建厦门的跨境社交电商及纸制快消品包装方案提供商——吉宏股份，成功在港交所主板挂牌上市。该公司成立于2003年，以技 术、创新及数字化赋能为基础，其作为一家领先双轮驱动企业，推动跨境社交电商业务及纸制快消品包装解决方案业务。此次IPO，吉宏股份共发行6791 万股股份，总募集资金约5.22亿港元。截至定稿，该公司市值为44亿港元。中金公司、招银国际为其联席保荐人。 生物技术公司派格生物 正式在港交所主板挂牌上市 北京时间5月27日，来自苏州的生物技术公司——派格生物，正式在港交所主板挂牌上市。该公司成立于2008年，是一家专注于自主研究及开发慢性病创 新疗法的生物技术公司，重点关注代谢紊乱领域。此次IPO，派格生物共发行1918.35万股股份，总募集资金约3.01亿港元。截至定稿，该公司市值为39.91 亿港元。中金公司为其独家保荐人。 线上保险中介服务提供商手回科技 正式在港交所主板挂牌上市 北京时间5月30日，来自深圳的线上保险中介服务提供商——手回科技，正式在港交所主板挂牌上市。该公司致力于通过以保险 ...