Group 1 - The establishment of Ziman Intelligent Technology (Tianjin) Co., Ltd. is noted, with a focus on smart instruments, IoT device sales, and IoT application services [1] - Ziman Intelligent Technology is wholly owned by Unisplendour Corporation Limited, a subsidiary of Unisplendour Co., Ltd. [1] Group 2 - The Food and Beverage ETF (code: 515170) tracks the China Securities Food and Beverage Industry Theme Index, with a recent five-day decline of 2.31% and a price-to-earnings ratio of 20.74 times [3] - The Gaming ETF (code: 159869) tracks the China Securities Animation and Gaming Index, showing a five-day increase of 3.64% and a price-to-earnings ratio of 46.87 times [3] - The Sci-Tech Semiconductor ETF (code: 588170) tracks the Shanghai Stock Exchange Sci-Tech Innovation Board Semiconductor Materials and Equipment Theme Index, with a five-day increase of 7.82% [3] - The Cloud Computing 50 ETF (code: 516630) tracks the China Securities Cloud Computing and Big Data Theme Index, with a five-day decline of 0.37% and a price-to-earnings ratio of 122.42 times [4]

Market Overview - The Shanghai Composite Index fell by 0.30% on September 19, with 16 industries experiencing gains, led by coal and non-ferrous metals, which rose by 1.97% and 1.19% respectively. Conversely, the automotive and pharmaceutical industries saw declines of 1.94% and 1.41% [2] - The computer industry ranked third in terms of decline today [2] Capital Flow Analysis - The main capital outflow from the two markets totaled 58.733 billion yuan, with 8 industries seeing net inflows. The non-ferrous metals industry led with a net inflow of 872 million yuan, followed by the media industry with a 0.49% increase and a net inflow of 692 million yuan [2] - A total of 23 industries experienced net capital outflows, with the computer industry leading at 10.723 billion yuan, followed by the automotive industry with an outflow of 7.929 billion yuan. Other industries with significant outflows included machinery, power equipment, and pharmaceuticals [2] Computer Industry Performance - The computer industry declined by 1.26% today, with a total net outflow of 10.723 billion yuan. Out of 335 stocks in this sector, 67 rose, including 1 hitting the daily limit, while 262 fell [3] - Among the stocks with net inflows, 76 saw capital inflows, with 10 exceeding 50 million yuan. The top inflow was for Capital Online, with 182 million yuan, followed by Neusoft Group and Xuanji Information with inflows of 180 million yuan and 152 million yuan respectively [3] - The stocks with the highest net outflows included Zhongke Shuguang, Huasheng Tiancheng, and Guiding Compass, with outflows of 939 million yuan, 822 million yuan, and 569 million yuan respectively [5] Top Gainers in Computer Industry - The top gainers in the computer industry included: - Capital Online: +3.82%, 1.8202 million yuan inflow - Neusoft Group: +10.03%, 1.7953 million yuan inflow - Xuanji Information: +3.31%, 1.5204 million yuan inflow [4] Top Losers in Computer Industry - The top losers in the computer industry included: - Zhongke Shuguang: -2.81%, -9389.736 million yuan outflow - Huasheng Tiancheng: -6.51%, -8221.509 million yuan outflow - Guiding Compass: -3.51%, -5686.831 million yuan outflow [5]

Group 1 - The Co-Packaged Optics (CPO) concept has seen a rise of 1.35%, ranking second among concept sectors, with 66 stocks increasing in value [1][2] - Notable stocks that hit the 20% limit up include DeKeLi and HuaFeng Technology, while FengHuo Communication, GuangHe Technology, and ChangFei Optical Fiber also reached their limit up [1] - The top gainers in the CPO sector include GuangKe Technology, LingYun Optical, and ZhongTian Technology, with increases of 15.00%, 12.46%, and 6.97% respectively [1] Group 2 - The CPO sector attracted a net inflow of 1.972 billion yuan, with 57 stocks receiving net inflows, and 24 stocks exceeding 100 million yuan in net inflows [2] - The leading stock in terms of net inflow is Hengtong Optics, which saw a net inflow of 1.172 billion yuan, followed by FengHuo Communication, Industrial Fulian, and ZhongTian Technology with net inflows of 1.012 billion yuan, 867 million yuan, and 786 million yuan respectively [2][3] - The net inflow ratios for Hengtong Optics, FengHuo Communication, and ZhongBei Communication are 28.24%, 23.63%, and 13.96% respectively [3]

Group 1 - The "Second Golden Unicorn Best Investment Advisor Selection" event is currently ongoing, with over 3,000 professional investment advisors participating in simulated trading competitions [1] - The event aims to provide a platform for investment advisors to showcase their capabilities, expand services, and enhance skills, thereby promoting the healthy development of China's wealth management industry [1] Group 2 - The top ten stocks by purchase frequency on September 18 include: 1.卧龙电驱 (sh600580) 2.先导智能 (sz300450) 3.神州数码 (sz000034) 4.三花智控 (sz002050) 5.中际旭创 (sz300308) 6.模塑科技 (sz000700) 7.力量钻石 (sz301071) 8.阳光电源 (sz300274) 9.芯原股份 (sh688521) 10.晶瑞电材 (sz300655) [2] - The top ten stocks by purchase amount on September 18 include: 1.三花智控 (sz002050) 2.卧龙电驱 (sh600580) 3.中际旭创 (sz300308) 4.先导智能 (sz300450) 5.芯原股份 (sh688521) 6.神州数码 (sz000034) 7.先进数通 (sz300541) 8.工业富联 (sh601138) 9.紫光股份 (sz000938) 10.太辰光 (sz300570) [3] Group 3 - The event includes an investment capability evaluation segment, divided into three categories: stock simulation group, on-market ETF simulation group, and public fund simulation configuration group [5] - The main trading rules for the simulation include restrictions on the holding ratio of individual investment targets, maximum drawdown rate, and number of adjustments [5]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 002065 | 东华软件 | 10.58 | 7.19% | 394.03万 | 41.70亿 | | 600410 | 华胜天成 | 23.80 | 6.82% | 481.90万 | 111.93亿 | | 000938 | 紫光股份 | 30.94 | 5.20% | 310.81万 | 95.72亿 | | 300277 | 海联讯 | 16.55 | 4.81% | 58.55万 | 9.46亿 | | 603138 | 海量数据 | 17.43 | 4.75% | 36.93万 | 6.52亿 | | 000034 | 神州数码 | 45.34 | 4.16% | 88.76万 | 40.30亿 | | 688088 | 虹软科技 | 61.31 | 2.66% | 18.39万 | 11.35亿 | | 002232 | 启明信息 | 22.39 | 2.66% | 45.56万 | 10.33亿 | | 301316 | 慧博云通 ...

Group 1 - The core point of the article highlights that Unisplendour Corporation's trading volume reached a record high of 9.297 billion RMB, marking the highest since its listing [2] - The latest stock price of Unisplendour increased by 5.37%, with a turnover rate of 10.56% [2] - The previous trading day's total transaction volume for the stock was 3.416 billion RMB [2] Group 2 - Unisplendour Corporation was established on March 18, 1999, with a registered capital of 2.860079874 billion RMB [2]

Group 1 - The A-share market saw a strong performance in CPO concept stocks, with Dekoli hitting the daily limit up of 20% [1] - Guangku Technology increased by over 18%, while Fenghuo Communication, Zhongtian Technology, and Hengtong Optic-Electric all reached the daily limit up of 10% [1] - Other notable performers included Zhongbei Communication and Changxin Bochuang, which rose by over 8%, and Guangxun Technology, Huamao Technology, Unisplendour, and Tongfu Microelectronics, which increased by over 6% [1]

Group 1 - The core viewpoint of the articles highlights the positive impact of the Federal Reserve's interest rate cuts on global capital risk appetite, leading to significant gains in the A-share technology sector, particularly in electronics, robotics, and smart vehicles [1] - The AI ETF (515070) saw a substantial increase of over 1.5% during trading, with a trading volume exceeding 150 million yuan, and has experienced two consecutive days of capital inflow totaling over 60 million yuan [1] - The global market for smart automotive components is projected to exceed 100 billion USD this year, with China expected to account for at least 50 billion USD, and by the end of the 14th Five-Year Plan, the market could reach over 200 billion USD globally, with China nearing or achieving 100 billion USD [1] Group 2 - The AI ETF (515070) tracks the CS Artificial Intelligence Theme Index (930713), focusing on companies that provide technology, foundational resources, and applications in the AI sector, often referred to as the "brain" of robots and the "ground" of the Internet of Things [2] - The top ten weighted stocks in the AI ETF include leading domestic technology firms such as Zhongji Xuchuang, Xinyi Sheng, Hanwha U, Zhongke Shuguang, Keda Xunfei, Haowei Group, Hikvision, Lanke Technology, Kingsoft, and Unisplendour [2]

国寿安保先进制造股票发起式A（019902）成立日期2023年11月8日，最新规模1036.76万。今年以来收 益32.13%，同类排名1548/4222；近一年收益70.9%，同类排名1316/3804；成立以来收益44.07%。 国寿安保先进制造股票发起式A（019902）基金经理为余罡。 截至发稿，余罡累计任职时间1年316天，现任基金资产总规模2.67亿元，任职期间最佳基金回报 42.16%， 任职期间最差基金回报4.87%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 9月18日，紫光股份涨5.07%，截至发稿，报30.90元/股，成交30.41亿元，换手率3.52%，总市值883.76 亿元。 资料显示，紫光股份有限公司位于北京市海淀区清华大学紫光大楼,香港铜锣湾告士打道311号皇室堡大 厦安达人寿大楼30楼3003-08室，成立日期1999年3月18日，上市日期1999年11月4日，公司主营业务涉 及IT服务、信息电子类产品增值分销;IT基础架构产品及方 ...

Summary of Unisplendour Corporation's Conference Call Company Overview - **Company**: Unisplendour Corporation (紫光股份) - **Core Subsidiaries**: Unisplendour Cloud (紫光云), New H3C (新华三), Unisplendour Digital (紫光数码), Unisplendour Software (紫光软件), Unisplendour Western Data (紫光西部数据) [5][9] Financial Performance - **2025 H1 Revenue**: 47.425 billion CNY, up 24.96% YoY [2][6] - **Net Profit**: 1.041 billion CNY, up 4% YoY; Non-recurring net profit: 1.118 billion CNY, up 25.10% YoY [2][6] - **New H3C Revenue**: 36.4 billion CNY, up 37.7% YoY [2][6] - **Gross Margin**: Maintained around 20% since 2019; ICT infrastructure business gross margin between 20%-30% [7] Market Position and Strategy - **New H3C's Market Share**: Second only to Huawei in the switch market; ranked sixth globally in Q3 2023 [11] - **Product Focus**: Primarily 400G switches, with future plans for 800G, liquid-cooled switches, silicon photonic switches, and CPU switches [2][3] - **International Expansion**: Established 22 overseas subsidiaries covering over 180 countries; launched sub-brand Anomic to target overseas SMB market [8] Technological Innovations - **New Product Launches**: Uni-Power supercomputing nodes and DDC architecture solutions; 800G switch domestic production rate exceeds 95% [12] - **AI Development**: Continued benefits from AI advancements in servers, GPUs, and supercomputing nodes; participation in major cloud projects [13] Future Outlook - **Market Trends**: Anticipated easing of US-China tensions may lift sales restrictions, boosting domestic chip production and supply [3] - **Unisplendour Cloud**: Ranked third in the government cloud market with a 13.8% market share; expected to turn profitable soon [14] - **Unisplendour Digital**: Revenue of 22.784 billion CNY in 2023, with plans to expand ICT distribution business [15] Investment Opportunities - **Super Point Strategy**: Transitioning from simple assembly to higher value-added products, enhancing the value chain in servers and switches [2][3] - **Equity Stake**: Unisplendour holds a 19% preferential purchase right in New H3C, with options to exercise or forgo this right [4]