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国产替代加速推进,人工智能AIETF(515070)持仓股光迅科技大涨超3%
Mei Ri Jing Ji Xin Wen· 2026-01-07 04:18
Group 1 - The A-share market is experiencing fluctuations, with a notable rise in semiconductor equipment and materials, as well as strong performance in AI infrastructure sectors such as computing power, storage, and PCB [1] - The largest AI ETF in the Shanghai market, AI ETF (515070), saw its holdings, including Guangxun Technology, rise over 3%, while other stocks like Zhongji Xuchuang, Lankai Technology, and Xiechuang Data also increased [1] - Huolong Securities believes that the market is in a "slow bull" phase, with potential for upward breakthroughs due to ongoing supportive fiscal and monetary policies, as well as improving economic fundamentals [1] Group 2 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), focusing on companies that provide technology, basic resources, and applications in the AI sector, representing the midstream and upstream of the AI industry chain [1] - The top ten weighted stocks in the AI ETF include leading domestic technology firms such as Zhongji Xuchuang, Xinyi Sheng, and Hanwha Technology, among others [1] - Related products include the AI ETF (515070), Huaxia CSI Artificial Intelligence Theme ETF Link A (008585), and Huaxia CSI Artificial Intelligence Theme ETF Link C (008586) [1]
紫光股份(000938) - 关于为子公司提供担保的进展公告
2026-01-06 08:00
股票简称:紫光股份 股票代码:000938 公告编号:2026-001 紫光股份有限公司 关于为子公司提供担保的进展公告 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、担保情况概述 紫光股份有限公司(以下简称"公司")2025 年 4 月 28 日召开的第九届董事会第 十二次会议及 2025 年 5 月 20 日召开的 2024 年度股东大会审议通过了《关于为子公 司申请银行综合授信额度提供担保的议案》,同意公司全资子公司紫光数码(苏州) 集团有限公司(以下简称"苏州紫光数码")为紫光电子商务有限公司(以下简称"紫 光电子商务")等六家子公司自公司 2024 年度股东大会审议通过之日起 12 个月内申 请的银行综合授信额度提供总额不超过人民币 10.6 亿元的担保(以下简称"本次额 度")。具体内容详见公司于 2025 年 4 月 29 日在巨潮资讯网等披露的《第九届董事会 第十二次会议决议的公告》(公告编号:2025-018)、《关于为子公司申请银行综合授信 额度提供担保的公告》(公告编号:2025-022)及于 2025 年 5 月 21 日披露的《 ...
紫光股份:子公司为另一家子公司1亿元授信额度提供担保
Xin Lang Cai Jing· 2026-01-06 07:48
紫光股份公告称,2025年相关会议同意苏州紫光数码为紫光电子商务等六家子公司12个月内申请的银行 综合授信提供不超10.6亿元担保。近日,苏州紫光数码与平安银行签合同获综合授信,将1亿元额度转 授紫光电子商务,并为其该额度提供连带责任保证,保证债务发生期为2025年至2026年。本次担保后, 苏州紫光数码在额度内对紫光电子商务担保余额为2.6亿元,额度内尚余8亿元。截至目前,公司及子公 司对紫光电子商务担保余额为14.40亿元。此外,公司及子公司担保额度总金额为183.30亿元及2.51亿美 元,对外担保余额为156.33亿元及2.51亿美元。 ...
紫光股份有限公司关于持股5%以上股东权益变动暨触及1%整数倍的提示性公告
登录新浪财经APP 搜索【信披】查看更多考评等级 炒股就看金麒麟分析师研报,权威,专业,及时,全面,助您挖掘潜力主题机会! ■ 紫光股份有限公司 关于持股5%以上股东权益变动 暨触及1%整数倍的提示性公告 信达证券股份有限公司(代"信达证券丰实2号单一资产管理计划")保证向本公司提供的信息内容真 实、准确、完整,没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一致。 特别提示: 1、本次权益变动属于股东减持股份,不触及要约收购。 2、本次权益变动不会导致公司控股股东及实际控制人发生变化。 3、本次权益变动前,股东信达证券-天津信恒同邦企业管理合伙企业(有限合伙)-信达证券丰实2号单 一资产管理计划(以下简称"信达证券丰实2号单一资产管理计划")持有公司股份157,304,393 股(占公 司总股本的5.50%)。本次权益变动后,信达证券丰实2号单一资产管理计划持有公司股份143,003,924 股(占公司总股本的4.999998%),不再是公司持股5%以上的股东。 一、权益变动基本情况 紫光股份有限公司(以下简称"公司")于2025年11 月20日披露了《关于 ...
紫金矿业2025年净利同比预增59%-62%;天普股份明起停牌核查丨公告精选
今日焦点 紫金矿业:2025年净利润同比预增59%—62% 紫金矿业公告称,紫金矿业预计2025年度归属于上市公司股东的净利润约510亿元-520亿元,同比增加 约59%-62%。报告期内,主要矿产品产量同比增长,其中矿产金、矿产铜、矿产银产量及销售价格上 升,当量碳酸锂产量大幅增长,推动公司盈利显著提升。 天普股份:8月22日至12月30日累计上涨718.39% 股票明起停牌核查 天普股份公告称,鉴于近期公司股票价格短期波动较大,且公司股价累计涨幅较大,自8月22日至12月 30日累计上涨718.39%,期间已累积巨大交易风险,现已严重偏离上市公司基本面,为进一步维护投资 者利益,公司就近期股票交易情况进行停牌核查。经向上海证券交易所申请,公司股票将于2025年12月 31日(星期三)开市起停牌,自披露核查公告后复牌。公司无开展人工智能相关业务的计划,与股东中 昊芯英未签订任何框架性合作协议。中昊芯英自身现有资本证券化路径与上市公司无关,无资产注入计 划。 盐湖股份:拟46.05亿元现金收购五矿盐湖51%股权 明德生物公告称,公司与蓝帆医疗签署《股权收购意向协议》,拟以现金方式收购武汉必凯尔救助用品 有限公 ...
A股晚间热点 | 2026年以旧换新政策出炉!涉及汽车、智能眼镜等
智通财经网· 2025-12-30 14:24
Group 1 - The State Council of China has announced the implementation of the Value-Added Tax Law, effective from January 1, 2026, detailing taxpayer scope, tax rates, tax calculation methods, tax incentives, and management measures [1] - The National Development and Reform Commission and the Ministry of Finance have released a policy for a large-scale replacement and recycling program for consumer goods, effective in 2026, covering categories such as automobiles, home appliances, and digital products [2] - Starting January 1, 2026, individuals selling residential properties purchased for more than two years will be exempt from value-added tax, while those selling properties purchased for less than two years will be subject to a 3% tax rate [3] Group 2 - The Ministry of Industry and Information Technology has issued a plan for the digital transformation of the automotive industry, aiming for significant improvements in smart manufacturing capabilities by 2027, including a 10% increase in labor productivity and a 20% reduction in product development cycles [4] - The i-Moutai platform will adjust its product offerings in 2026, including the introduction of various Moutai products, while denying rumors of a daily supply of 100 tons [5][6] - The National Investment Fund has issued a warning regarding the risks of investing in high-premium fund shares, highlighting significant price fluctuations in the market [7] Group 3 - The South Korean President will visit China from January 4 to 7, 2026, marking his first state visit since taking office, with expectations for enhanced strategic cooperation between the two countries [8] - Tianpu Co. has seen its stock price increase by 718.39% from August 22 to December 30, 2025, leading to a suspension of trading for verification due to significant deviations from the company's fundamentals [9] - The Ministry of Education plans to introduce policies in 2026 to promote artificial intelligence in education, with a focus on developing high-quality talent for the future [11]
紫光股份:第九届董事会第十九次会议决议公告
Zheng Quan Ri Bao· 2025-12-30 14:13
(文章来源:证券日报) 证券日报网讯 12月30日,紫光股份发布公告称,公司第九届董事会第十九次会议审议通过《关于2026 年度日常关联交易预计的议案》《关于公司2026年第一次临时股东会召开时间和会议议题的议案》。 ...
12月30日增减持汇总:中炬高新等4股增持 超捷股份等14股减持(表)
Xin Lang Zheng Quan· 2025-12-30 13:33
Group 1: Share Buybacks - Zhongju Gaoxin plans to repurchase shares worth between 300 million to 600 million yuan for cancellation and reduction of registered capital [2] - Baili Tianheng intends to repurchase shares for 100 million to 200 million yuan, with a maximum price of 546 yuan per share [2] - Guangqi Technology aims to repurchase shares worth 50 million to 100 million yuan [2] - Proya plans to repurchase shares for 80 million to 150 million yuan [2] Group 2: Share Reductions - Jiangbolong's senior management has completed the share reduction plan [2] - Hengda New Materials' shareholder Longyou Lianlong plans to reduce no more than 3% of the company's shares [2] - Guoxin Securities' shareholder FAW Investment has completed the reduction of 22 million shares [2] - United Precision's controlling shareholder He Guijing reduced 319,000 shares from December 29 to 30 [2] - Su Shiyan's controlling shareholder plans to reduce no more than 2% of shares [2] - Ziguang shares saw a reduction of 14.3 million shares by Cinda Securities, dropping its holding below 5% [2]
紫光股份:2026年1月16日召开2026年第一次临时股东会
Zheng Quan Ri Bao· 2025-12-30 13:13
(文章来源:证券日报) 证券日报网讯 12月30日,紫光股份发布公告称,公司将于2026年1月16日召开2026年第一次临时股东 会。 ...
A股公告精选 | 10连板嘉美包装(002969.SH):如股票价格进一步异常上涨 或申请停牌核查
智通财经网· 2025-12-30 12:28
Group 1 - Deeply Housing A's controlling shareholder has decided to terminate the agreement to transfer 7.07% of the company's shares to Dongfang Asset, which will not lead to any changes in the controlling shareholder or actual controller of the company [1] - Wuzhou New Spring's controlling shareholder has reduced its stake by 2.73%, with a total of 9.99 million shares sold, and confirmed that there are no undisclosed significant matters affecting the company's stock price [2] - Baiwei Storage's subsidiary plans to acquire 380,066 shares of Niu Xin Semiconductor for 20 million yuan, representing 0.8446% of its total share capital, focusing on high-speed transmission and interconnection technology [3] Group 2 - Zhaofeng Co. plans to change part of its raised funds to invest in the industrialization of embodied intelligent robots and high-end precision components for automotive intelligent driving, with a total investment of 153 million yuan [4] - Tianpu Co. has seen its stock price increase by 718.39% from August 22 to December 30, leading to a suspension for verification due to significant deviation from the company's fundamentals [5] - Jingce Electronics has signed contracts to sell semiconductor front-end detection equipment worth a total of 571 million yuan [6] Group 3 - Jiamei Packaging has announced that it may apply for a suspension of trading if its stock price continues to rise abnormally, despite no significant changes in its fundamentals [7] - Zijin Mining expects a net profit of approximately 51 billion to 52 billion yuan for 2025, an increase of 59%-62% year-on-year, driven by rising sales prices of gold, copper, and silver [8][9] - Mingde Bio plans to acquire 100% equity of Wuhan Bikaier Rescue Supplies Co., which is expected to constitute a major asset restructuring [10] Group 4 - Shengxin Lithium Energy intends to acquire a 30% stake in Qicheng Mining for 2.08 billion yuan, with the latter's lithium mine development progressing [11] - Chaojie Co.'s controlling shareholder has completed a share reduction plan, reducing its stake to 45.37% without affecting the company's control [12] - Shichuang Energy's actual controller has undergone a change in indirect shareholding due to a divorce, but this will not affect the company's control [13] Group 5 - Yilake Co. plans to acquire 51% of Wuku Salt Lake for 4.605 billion yuan, which will become a subsidiary of the company upon completion of the transaction [14] - Various companies have reported significant contract wins, including Changjiang Electric Power's cash dividend distribution and multiple projects won by China Western Electric [18]