人民财讯8月29日电，紫光股份（000938）8月29日晚间发布半年报，2025年上半年，公司实现营业收入 474.25亿元，同比增长24.96%；归属于上市公司股东的净利润10.41亿元，同比增长4.05%；基本每股收 益0.3639元。公司控股子公司新华三2025年上半年实现营业收入364.04亿元，同比增长37.75%；实现净 利润18.51亿元。其中，国内政企业务营业收入310.35亿元，同比增长53.55%；国际业务营业收入19.19 亿元，同比增长60.25%，均实现高速增长。 ...

（文章来源：每日经济新闻） 8月29日，紫光股份公告，2025年上半年营业收入474.25亿元，同比增长24.96%；归母净利润10.41亿 元，同比增长4.05%。 ...

紫光股份有限公司 二零二五年半年度报告 本半年度报告涉及未来计划等前瞻性陈述，不构成公司对投资者的实质性 承诺，请投资者注意投资风险。公司在本报告第三节"管理层讨论与分析"之 "十、公司面临的风险和应对措施"部分详细描述了公司经营中可能存在的风 险，敬请投资者关注相关内容。 公司计划不派发现金红利，不送红股，不以公积金转增股本。 董 事 会 2025 年 8 月 30 日 第一节 重要提示、目录和释义 公司董事会及董事、高级管理人员保证半年度报告内容的真实、准确、完 整，不存在虚假记载、误导性陈述或者重大遗漏，并承担个别和连带的法律责 任。 公司负责人于英涛、主管会计工作负责人秦蓬及会计机构负责人(会计主 管人员)赵吉飞声明：保证本半年度报告中财务报告的真实、准确、完整。 所有董事均已出席了审议本次半年度报告的董事会会议。 公告编号：2025—043 紫光股份有限公司 备查文件目录 紫光股份有限公司 二零二五年半年度报告 第1页 | 第一节 | 重要提示、目录和释义 | 1 | | --- | --- | --- | | 第二节 | 公司简介和主要财务指标 | 5 | | 第三节 | 管理层讨论与分析 | 8 ...

紫光股份有限公司 信息披露暂缓与豁免管理制度 （经 2025 年 8 月 29 日公司第九届董事会第十三次会议审议通过） 第一章 总 则 第一条 为规范紫光股份有限公司（以下简称"公司"）的信息披露暂缓、豁免 行为，督促公司及相关信息披露义务人依法合规履行信息披露义务，保护投资者的 合法权益，根据《中华人民共和国证券法》《上市公司信息披露管理办法》《上市 公司信息披露暂缓与豁免管理规定》等法律、法规及《紫光股份有限公司章程》（下 称"《公司章程》"）的有关规定，结合公司实际情况，制定本制度。 第二条 公司及其他信息披露义务人暂缓、豁免披露临时报告，在定期报告、临 时报告中豁免披露中国证券监督管理委员会和证券交易所规定或者要求披露的内容， 适用本制度。 第六条 公司和其他信息披露义务人拟披露的信息涉及商业秘密或者保密商务 第 1 页 共 4 页 信息（以下统称"商业秘密"），符合下列情形之一，且尚未公开或者泄露的，可 以暂缓或者豁免披露： （一）属于核心技术信息等，披露后可能引致不正当竞争的； （二）属于公司自身经营信息，客户、供应商等他人经营信息，披露后可能侵 犯公司、他人商业秘密或者严重损害公司、他人利益的 ...

8月28日，大数据产业ETF（516700）盘中表现活跃，场内价格现涨2.0%，成交额为1895.99万元，基金 最新规模为1.04亿元。 成份股方面，奇安信、拓维信息和科华数据表现最为亮眼，当日涨幅分别高达17.27%、7.51%和 6.29%。另一方面，拓尔思、神州信息和税友股份走势相对低迷，当日跌幅分别为3.52%、2.63%和 1.9%。 大数据产业ETF（516700）被动跟踪中证数据指数（930902），该指数当日涨幅为1.93%，指数前十大 权重股分别为科大讯飞、浪潮信息、恒生电子、紫光股份、润泽科技、拓维信息、中国长城、中国软 件、用友网络、中科曙光。 消息面上，2025年8月25日DeepSeek-V3.1大模型正式发布，进一步推动AI技术商业化应用；同日阿里云 宣布表格存储Tablestore升级AI Agent记忆存储功能，整体存储成本降低30%。此外，华为在2025算力场 景发布会上披露，其中国区政企业务2024年同比增长25%，计算产业增长80%，鲲鹏、昇腾平台在多领 域发挥关键作用。 开源证券指出，政策和技术共振正催化AI产业趋势，头部大模型性能提升并适配国产算力有望加速国 产AI ...

今日上午，在CPO概念的带动下，通信设备走势较强，通信ETF（515880）和通信设备ETF（159583）半日涨幅均超过4%，其中，通信ETF（515880）半日 成交金额高达11.65亿元，交投非常活跃。 | | | | 通信概念相关ETF一览 | | | --- | --- | --- | --- | --- | | 代码 | 名称 | 涨幅 (%) | | 现价 换手(% | | 515880 | 通信ETF | 4.49 | 2.442 | 15.87 | | 159583 | 通信设备ETF | 4.47 | 2.057 | 28.82 | | 159695 | 通信ETF | 3.98 | 1.879 | 19:55 | | 159511 | 通信ETF南方 | 3.87 | 1.612 | 17.19 | | 159507 | 通信ETF广发 | 3.84 | 1.729 | 18.46 | | 515050 | 5G通信ETF | 3.82 | 1.848 | 3.8 | 从投资逻辑来看，在"5G+工业互联网"建设中，工业5G终端设备发挥重要作用，工业5G终端设备通过5G网络高速、低时延传输 ...

Core Viewpoint - Recently, Wuhu Ziguang Aixue Technology Co., Ltd. was established with a registered capital of 50 million yuan, focusing on artificial intelligence application software development and related services [1] Company Summary - Wuhu Ziguang Aixue Technology Co., Ltd. is a newly formed company with a legal representative named Zhang Shaohua [1] - The company is wholly owned by Ziguang Modo Education Technology Co., Ltd., which is a subsidiary of Ziguang Group [1] Industry Summary - The company's business scope includes artificial intelligence application software development, data processing and storage support services, information system integration services, and internet security services [1]

Group 1 - The core viewpoint of the news highlights the active performance of the big data industry, particularly in the data security sector, driven by the upcoming China International Big Data Industry Expo [1][3] - The China International Big Data Industry Expo will take place from August 28 to 30, featuring 375 companies including major players like Huawei and Baidu, showcasing advancements in digital infrastructure, AI models, data security, and smart terminals [3] - The big data industry is characterized by its large capacity, diverse types, rapid speed, high precision, and significant value, serving as a crucial driver for new industrialization [3] Group 2 - The Chinese government has implemented several policies to support the development of the big data industry, including the "14th Five-Year" plans and the "Data Element x" three-year action plan, providing strong policy backing for growth [3] - According to research from the National Data Development Research Institute, the number of data enterprises in China is expected to exceed 400,000 by 2024, with the industry scale reaching 5.86 trillion yuan, representing a 117% increase from the end of the 13th Five-Year Plan [3] - Long-term growth in the big data sector is anticipated, with significant improvements in model computing power and algorithm capabilities, addressing the challenges of high-quality data supply [4] Group 3 - The focus on data security within the big data industry ETF (516700) is emphasized, which tracks the CSI Big Data Industry Index and invests heavily in sectors like data centers and cloud computing [5] - Key stocks in the ETF include leading companies such as Inspur Information and China Software, with a positive outlook for investments in technology self-reliance [5] - The article suggests that the current environment is conducive for breakthroughs in new productive forces, driven by top-level design for digital China and accelerated domestic substitution processes [5]

Core Viewpoint - The article discusses the recent requirements for supplementary materials for overseas listing applications by the China Securities Regulatory Commission (CSRC), highlighting the ongoing trend of companies seeking to list on the Hong Kong Stock Exchange, with a focus on compliance and regulatory scrutiny [2][3][4]. Group 1: Supplementary Material Requirements - A total of 36 companies have been requested to provide supplementary materials for their overseas listing applications, primarily targeting the Hong Kong IPO market [2]. - Specific companies such as Lin Qingxuan and Yangzhou Xiyue have been highlighted for particular compliance issues regarding shareholder equity transfers and the legality of their corporate structures [3][4]. - Companies like Huafu Yang and Jiewate are required to clarify the pricing and compliance of their capital increase and reduction processes, ensuring adherence to foreign investment regulations [4][15]. Group 2: Compliance and Regulatory Issues - Companies must provide detailed explanations regarding their shareholder structures, including any discrepancies in the identification of controlling shareholders and the implications for their listing applications [4][18]. - The article emphasizes the importance of legal opinions from lawyers to confirm the compliance of corporate actions with relevant regulations, particularly concerning foreign investment and tax obligations [6][7][8]. - Companies are also required to disclose their operational compliance with foreign investment restrictions, especially in sectors listed in the negative list for foreign investment [35][36][37]. Group 3: Specific Company Cases - Lin Qingxuan is under scrutiny for the pricing and rationale behind recent shareholder equity transfers, as well as the tax implications for the involved parties [43]. - Yangzhou Xiyue faces questions regarding the fairness and legality of zero-cost equity transfers made by its shareholders [12][13]. - Basic Semiconductor must clarify the reasons for inconsistencies in the identification of its controlling shareholders and provide a conclusive opinion on its compliance status [18]. Group 4: Industry Trends - The article indicates a robust interest in Hong Kong IPOs among Chinese companies, reflecting a broader trend of seeking international capital markets for growth [2]. - The regulatory environment is tightening, with increased scrutiny on corporate governance and compliance practices, which may impact the speed and success of overseas listings [4][5]. - The focus on compliance with foreign investment regulations suggests a shift towards greater transparency and accountability in the corporate sector [35][36].

经济观察网 据新华三微信公众号消息，紫光股份（000938）旗下新华三集团近日推出全新存储型服务 器——UniServer R3350 G7，以高效、敏捷、可靠三大核心价值，打造面向AI时代的数据基石。 ...