格隆汇9月22日｜和而泰公告，截至本公告披露日，公司前期披露的信息不存在需要更正、补充之处。 公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较大影响的未公开重大信息。公司 目前经营情况正常，近期公司经营情况及内外部经营环境未发生重大变化。经核查，公司、控股股东和 实际控制人不存在关于本公司的应披露而未披露的重大事项或处于筹划阶段的重大事项。经核查，股票 异常波动期间，控股股东、实际控制人未买卖公司股票。 ...

证券代码：002402 证券简称：和而泰 公告编号：2025-064 深圳和而泰智能控制股份有限公司 股票交易异常波动公告 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、误导性陈述或者重大遗漏。 一、股票交易异常波动的情况介绍 深圳和而泰智能控制股份有限公司（以下简称"公司"）股票（证券简称： 和而泰，证券代码：002402）于 2025 年 9 月 18 日、9 月 19 日、9 月 22 日连续 三个交易日收盘价格涨幅偏离值累计超过 20%。根据深圳证券交易所的相关规定， 属于股票交易异常波动的情况。 二、公司关注及核实情况说明 针对公司股票交易异常波动情况，公司对有关事项进行了核查，并询问了公 司控股股东、实际控制人，现将相关情况说明如下： 1、截至本公告披露日，公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息。 3、公司目前经营情况正常，近期公司经营情况及内外部经营环境未发生重 大变化。 1、公司向控股股东、实际控制人核实函及回函； 2、董事会关于股票异常波动的分析说明。 特此公告。 4 ...

Core Viewpoint - The stock prices of companies related to Moore Threads surged collectively following the announcement of its upcoming IPO, with significant gains observed in several stocks [1][3]. Group 1: IPO Details - Moore Threads plans to raise 8 billion yuan through its IPO, primarily for the development of next-generation AI training and inference chips, graphics chips, and AI SoC chips [1]. - The Shanghai Stock Exchange's listing review committee is scheduled to meet on September 26 to review Moore Threads' IPO application [1]. Group 2: Market Reaction - Stocks such as Heertai and Yingqu Technology, which directly hold shares in Moore Threads, experienced a 10% increase and reached their daily limit [4]. - Other companies with indirect stakes, like Honglida and Chuling Information, saw their stock prices rise by 20% [4]. Group 3: Shareholding Structure - Heertai holds a direct stake of 1.03% in Moore Threads, while Yingqu Technology holds 0.34% [4]. - Honglida has an indirect holding of approximately 0.31% through its investment in a venture capital partnership, and Chuling Information has an indirect holding of about 0.02% [4][6]. Group 4: Performance Metrics - Heertai's stock has increased by 178.53% this year, while ST Huaton has seen a remarkable rise of 285.41% [6]. - Other companies like Zhongke Lanyun and Lianmei Holdings also reported varying degrees of stock price increases [5][6].

Group 1 - The concept stocks related to Moore Threads have seen a significant rise, with several stocks hitting the daily limit up, including Honglida, Chuling Information, Yingqu Technology, Heertai, Donghua Software, and Lianmei Holdings [1] - Shengyuan Environmental Protection increased by nearly 9%, while Hongxin Electronics rose by nearly 6% [1]

Group 1 - The core viewpoint is that the artificial intelligence (AI) industry is experiencing significant growth, with notable stock performance and investment initiatives from major companies like Huawei [1][2]. - The China Securities Artificial Intelligence Industry Index (931071) rose by 3.30%, with key stocks such as Heertai (002402) hitting the daily limit up, and other companies like Jingchen (688099) and Hengxuan Technology (688608) also showing strong gains [1]. - Huawei launched the "Tian Gong Plan" at the Huawei Connect 2025 event, committing 1 billion yuan to support the Harmony AI ecosystem, focusing on AI agents and services [1]. Group 2 - The 2025 Cloud Habitat Conference will take place on September 24, featuring three main forums and exhibition halls dedicated to exploring cutting-edge AI technologies [2]. - The AI exhibition hall will showcase large models and AI agent development tools, while the computing hall will present a full-stack capability from chips to platforms [2]. - Hai Tong International Securities emphasizes that AI is a key driver of the new technological revolution and industrial transformation, with rapid development in the AI industry and a unified ecosystem emerging from domestic large models and chips [2]. Group 3 - The Huafu Artificial Intelligence ETF (515980) focuses on high AI purity stocks, covering various segments of the AI field and targeting sectors with strong performance [4]. - The ETF has a turnover rate of 7.38% and a transaction volume of 516 million yuan, with an average daily transaction of 798 million yuan over the past month [1][4]. - Investors without stock accounts can consider the Huafu Artificial Intelligence ETF linked funds (Class A 008020, Class C 008021) for exposure to the AI sector [4].

Group 1 - The core point of the news is that the IPO of Moore Threads, a leading domestic GPU company, is set to be reviewed on September 26, leading to significant stock price movements in related companies [1][2][4] - Related concept stocks, including Heertai, experienced a surge, with Heertai hitting the daily limit at a price of 50.17 yuan per share and a total market capitalization of 464 billion yuan, marking a historical high [1][2] - Moore Threads, founded in 2020 by former NVIDIA global vice president Zhang Jianzhong, focuses on providing autonomous and controllable computing acceleration platforms for AI computing, digital twins, and scientific computing [4] Group 2 - The Shanghai Stock Exchange's listing review committee is scheduled to meet on September 26 to discuss Moore Threads' IPO, indicating that the company is close to entering the capital market [2] - The stock price movements of related companies reflect strong market interest and optimism surrounding Moore Threads' upcoming IPO [1][2][5]

Group 1 - Multiple stocks related to Moore Threads experienced significant gains, with companies like Honglida, Chuling Information, and Yingqu Technology reaching their daily limit up [1] - Among the stocks associated with Moore Threads, three have doubled in value this year, with Changfei Fiber leading at over 288% increase, followed by ST Huaton at over 278%, and Heertai at over 178% [3] - Moore Threads, founded in 2020, focuses on developing full-featured GPUs for high-performance computing applications, successfully launching four generations of GPU architectures [3] Group 2 - The upcoming IPO of Moore Threads on the Sci-Tech Innovation Board is scheduled for September 26, indicating a growing interest in the domestic chip industry [3] - The Chinese AI innovation and new technology trends are becoming clearer, with rapid progress in domestic production and global expansion, suggesting a new capital expenditure cycle in emerging industries [4] - The technology market is expected to continue its upward trend, with recommendations for investments in sectors such as internet, electronic semiconductors, innovative pharmaceuticals, and robotics [4]

截至上午收盘，上证指数报收3822.59点，上涨0.07%；深证成指收于13093.29点，上涨0.17%；创业板 指下跌0.09%；科创50指数上涨1.52%。 | 代码 | 简称 | 收盘价（元） | 换手率（%） | 涨停板封单（万股） | 封单资金（万元） | 行业 | | --- | --- | --- | --- | --- | --- | --- | | 002475 | 立讯精密 | 60.95 | 1.18 | 6495.81 | 395919.44 | 电子 | | 002402 | 和而泰 | 50.17 | 0.96 | 2224.59 | 111607.58 | 电子 | | 002276 | 万马股份 | 20.57 | 12.86 | 4044.52 | 83195.81 | 电力设备 | | 002837 | 英维克 | 81.88 | 6.94 | 949.88 | 77776.17 | 机械设备 | | 000981 | 山子高科 | 4.26 | 17.12 | 13641.22 | 58111.58 | 汽车 | | 002654 | 万润科技 | 15.82 | 21 ...

星标 ★ IPO日报 精彩文章第一时间推送 9 月22日，上海天气晴好，许多投资者怀着愉悦的心情等着股市开张。 制图：佘诗婕 " 去怼和而泰（002402）吧。"上周末的晚上，投资者"遇见你是如此美好"对笔者表示，这个星期一她准备大投和而泰。不过，令"遇见你 是如此美好"有些失望的是，和而泰股价开盘涨停，目前来看，她买入的机会不大。 "遇见你是如此美好"之所以表示要买入和而泰，一个重要的原因是，被誉为"中国英伟达"的GPU芯片公司摩尔线程（有投资者称之为"摩 王"），即将在9月26日迎来上交所科创板IPO上会审议，而和而泰是它的小股东，拥有一个多点的股份占比。和而泰因此被投资者称为"摩 尔线程"概念股，据了解，它是目前A股上市公司中和"摩王"关系最直接的公司之一。 盈趣科技和中科蓝讯都是直接持股，其中盈趣科技迅 速上板，中午蓝讯截至午盘上涨15.45%。 虽然"摩王"前景不可限量，但投资者也需清醒认识到，GPU行业技术壁垒高、研发周期长，面临着国际巨头的激烈竞争。科技股投资不仅 需要热情，也需要对市场前景冷静判断，特别是和它相关的一些概念股，投资者要认真做好功课，甄别出哪些才是真正的受益者，毕竟许 多股票炒过 ...

Group 1 - The humanoid robot concept stocks experienced a surge at the beginning of trading on September 22, with significant gains observed in several companies [1] - Heertai reached a new high, while Yunnan Tourism hit the daily limit up, indicating strong investor interest in the sector [1] - Other companies such as World, Lihexing, Lingyi Zhizao, Lens Technology, Guangyang Co., and Qide New Materials also saw notable increases in their stock prices [1]