紫光股份有限公司（以下简称"公司"）2025 年 8 月 29 日召开的第九届董事会 第十三次会议及 2025 年 9 月 16 日召开的 2025 年第三次临时股东会审议通过了《关 于变更公司经营范围及相应修订<公司章程>的议案》，同意公司变更经营范围并修订 《公司章程》的相应条款。具体内容详见公司于 2025 年 8 月 30 日在巨潮资讯网等 指定信息披露媒体发布的《关于变更公司经营范围及相应修订<公司章程>的公告》 （公告编号：2025-045）。 近日，公司已完成经营范围变更登记及《公司章程》备案手续，并取得北京市 海淀区市场监督管理局换发的《营业执照》，本次变更仅涉及经营范围变更，其他 事项不变，变更后的《营业执照》具体信息如下： 名称：紫光股份有限公司 经营范围：一般项目：技术服务、技术开发、技术咨询、技术交流、技术转让、 技术推广；计算机软硬件及辅助设备零售；计算机软硬件及辅助设备批发；计算机 软硬件及外围设备制造；电子产品销售；电子元器件零售；电子元器件批发；通信 设备销售；通信设备制造；广播影视设备销售；玩具销售；仪器仪表销售；文具用 品零售；文具用品批发；办公设备销售；办公用品销售；文化 ...

Market Performance - The market saw an increase last week, with the China Securities Xinhua National Brand Index rising by 1.10% to 2019.88 points [1] - The Shanghai Composite Index rose by 0.21%, the Shenzhen Component Index by 1.06%, the ChiNext Index by 1.96%, and the CSI 300 Index by 1.07% [1] Strong Performing Stocks - Notable strong performers included Hu Silicon Industry, which increased by 19.75%, and Anji Technology, which rose by 19.05% [1] - Other significant gainers included Xinlitai (up 15.81%), Yangguang Power, and Zhongwei Company (both over 14%) [1] Year-to-Date Performance - Since the beginning of the second half of the year, Zhongji Xuchuang has surged by 183.63%, leading the gains [2] - Yangguang Power and Kewo Si have also shown substantial increases of 132.40% and 82.81%, respectively [2] Market Outlook - Starstone Investment suggests that the market's trading sentiment has declined due to risk aversion ahead of the long holiday, but this may indicate that funds are waiting for clearer policy and fundamental information [2] - The overall market remains strong, with no systemic risks identified, and various sectors are expected to present opportunities [2] Sector Rotation - Source Le Sheng Asset notes a clear rotation pattern this year, with sectors such as new consumption, innovative pharmaceuticals, technology, and high-dividend stocks experiencing alternating rises [3] - The investment strategy has been adjusted to reduce the proportion of technology stocks while increasing exposure to the manufacturing sector, focusing on technology, non-ferrous metals, manufacturing, and innovative pharmaceuticals [3]

Group 1 - The core point of the article is that Unisplendour Corporation (000938) has approximately 260,000 shareholders as of September 19, 2025 [1]

Market Overview - The Shanghai Composite Index fell by 0.65% on September 26, with 10 industries experiencing gains, led by the petroleum and petrochemical sector with a rise of 1.17% and the environmental sector with a 0.38% increase [2] - The computer and electronics sectors faced the largest declines, with drops of 3.26% and 2.75% respectively, making the computer industry the worst performer of the day [2] Capital Flow Analysis - The main capital outflow from the two markets totaled 83.579 billion yuan, with 5 industries seeing net inflows. The automotive sector led with a net inflow of 0.882 billion yuan despite a 0.56% decline in its stock price [2] - The banking sector also saw a slight increase of 0.08% with a net inflow of 0.0566 billion yuan [2] - A total of 26 industries experienced net capital outflows, with the electronics sector leading at 29.836 billion yuan, followed by the computer sector with an outflow of 13.807 billion yuan [2] Computer Industry Performance - The computer industry saw a decline of 3.26% with a net capital outflow of 13.807 billion yuan, out of 335 stocks in the sector, only 37 stocks rose, and 2 stocks hit the daily limit [3] - Among the stocks with net inflows, Huijin Co. topped the list with a net inflow of 1.41 billion yuan, followed by Meiri Interactive and Dazhihui with inflows of 1.03 billion yuan and 0.645 billion yuan respectively [3] - The stocks with the largest capital outflows included Inspur Information, with an outflow of 1.730 billion yuan, followed by Tuo Wei Information and Unisplendour with outflows of 0.672 billion yuan and 0.504 billion yuan respectively [3][5] Capital Inflow and Outflow Rankings - **Top Inflow Stocks**: - Huijin Co. (2.91% increase, 141.02 million yuan inflow) - Meiri Interactive (0.35% increase, 102.72 million yuan inflow) - Dazhihui (0.32% increase, 64.50 million yuan inflow) [4] - **Top Outflow Stocks**: - Inspur Information (-5.34% decrease, -1.729 billion yuan outflow) - Tuo Wei Information (-5.47% decrease, -671.74 million yuan outflow) - Unisplendour (-5.01% decrease, -503.98 million yuan outflow) [5]

Core Viewpoint - Unisplendour Corporation (紫光股份) has announced that its 800G series optical modules have begun mass shipments [1] Company Summary - Unisplendour Corporation is actively engaged in the production and distribution of advanced optical modules, specifically the 800G series, which indicates a significant step in their product development and market presence [1]

Core Viewpoint - The company, Unisoc, announced on September 26 that its 800G series optical modules have begun mass shipments [1] Group 1 - The 800G series optical modules are a significant product for the company, indicating advancements in their technology offerings [1]

Group 1 - Alibaba Group is actively advancing its AI infrastructure construction with an investment of 380 billion yuan and plans for larger scale investments [1] - The competition among technology companies in AI infrastructure is intensifying, benefiting the development of related industries such as data center construction, chip manufacturing, and software development [1] - The proportion of intelligent computing power in China's total computing power is expected to increase from 3% in 2016 to 35% by 2025, indicating rapid development in intelligent computing center construction [1] Group 2 - The investment scale of China's intelligent computing center market is expected to reach 288.6 billion yuan by 2028, driven by various factors [2] - Qinhuai Data plans to invest 24 billion yuan to build three zero-carbon super-large intelligent computing parks in Zhongwei City, with a total capacity of 1.2 GW [2] - Unisplendour is expanding its Turing Town project and has established strategic cooperation with several provinces, with seven Turing Towns currently built or under construction [2] Group 3 - Unisplendour launched a high-density liquid cooling cabinet solution in the first half of 2025, supporting the deployment of 64 high-performance AI accelerator cards or thousand-core CPUs [3]

Group 1 - Alibaba Group is actively advancing its AI infrastructure construction with an investment of 380 billion yuan and plans for larger investments [1] - The competition among technology companies in AI infrastructure is intensifying, benefiting the development of related industries such as data center construction, chip manufacturing, and software development [1] - The proportion of intelligent computing power in China's total computing power is expected to increase from 3% in 2016 to 35% by 2025 [1] Group 2 - The investment scale of China's intelligent computing center market is expected to reach 288.6 billion yuan by 2028 [2] - Beijing Qinhuai Data Co., Ltd. plans to invest 24 billion yuan to build three zero-carbon super-large intelligent computing parks in Zhongwei City, with a total capacity of 1.2 GW [3] - Unisplendour Corporation is expanding its intelligent computing center construction and has established strategic cooperation with several provinces, with seven Turing Towns currently built or under construction [4] Group 3 - Unisplendour has launched a high-density liquid cooling cabinet solution that supports 64 high-performance AI accelerator cards or thousand-core CPUs, meeting the stringent energy consumption requirements of high-computing clusters [4]

Core Insights - The IT services sector experienced a 0.91% increase on September 25, with Haoyun Technology leading the gains [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] IT Services Sector Performance - Haoyun Technology (300448) closed at 7.00, up 6.38%, with a trading volume of 558,300 shares and a transaction value of 386 million [1] - Other notable gainers included: - Yanshan Technology (002195) at 8.20, up 5.67% [1] - ST Diweixun (300167) at 6.04, up 5.59% [1] - ST Yilianzhong (300096) at 6.25, up 5.22% [1] - Guangyun Technology (688365) at 16.10, up 4.34% [1] Capital Flow Analysis - The IT services sector saw a net inflow of 294 million from institutional investors, while retail investors experienced a net outflow of 12.43 million [2] - Key stocks with significant capital flow included: - Digital China (000034) with a net inflow of 297 million from institutional investors [3] - Yanshan Technology (002195) with a net inflow of 284 million [3] - Han's Information (300170) with a net inflow of 189 million [3]

Group 1 - The core point of the article highlights the significant stock price movements of various companies, with Inspur Information experiencing a surge and Ningbo Construction previously hitting the daily limit up [1] - Other companies such as Data Port, Runze Technology, Unisplendour, and Zhongke Shuguang also showed notable increases in their stock prices [1]