公司控股股东管连平先生、霍卫平先生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。 北京东方国信科技股份有限公司（以下简称"公司"或"东方国信"）于 2025 年 7 月 11 日披露了《关于控股股东减持股份的预披露公告》（公告编号：2025- 041），公司控股股东管连平先生、霍卫平先生计划自预披露公告披露之日起十 五个交易日后的三个月内（即 2025 年 8 月 4 日至 2025 年 10 月 31 日），分别以 集中竞价方式减持公司股份不超过 5,693,728 股（不超过公司总股本比例 0.5%）， 分别以大宗交易方式减持公司股份不超过 11,387,457 股（不超过公司总股本比例 的 1%）。管连平先生和霍卫平先生为一致行动人，计划合计减持公司股份不超 过 34,162,370 股，即不超过公司总股本的 3%。 截至预披露公告披露日，管连平先生持有公司股份 177,964,857 股，占公司 总股本的 15.63%；霍卫平先生持有公司股份 130,162,360 股，占公司总股本的 11.43% ...

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 300166 | 东方国信 | 12.71 | 20.02% | 253.44万 | | 30.23亿 | | 688039 | 当虹科技 | 58.56 | 20.00% | 14.11万 | | 7.42亿 | | 688500 | 慧辰股份 | 89.30 | 16.35% | 7.20万 | | 6.06亿 | | 300167 | ST迪威迅 | 7.29 | 15.17% | - 29.79万 | | 2.05亿 | | 002331 | 皖通科技 | 8.91 | 10.00% | 61.49万 | | 5.38亿 | | 002373 | 干方科技 | 11.83 | 7.74% | 96.15万 | | 11.13亿 | | 688258 | 卓易信息 | 75.63 | 6.97% | 9.85万 | | 7.13亿 | | 301185 | 鸥玛软件 | 22.27 | 6.30% | 18.78万 | | 4 ...

Group 1 - The MLOps concept index increased by 3.60%, ranking fourth among concept sectors, with 15 stocks rising, including Dongfang Guoxin which hit the daily limit up by 20% [1][2] - Notable gainers in the MLOps sector included Obit Zhongguang, Tuoer Si, and Xinghuan Technology, which rose by 14.49%, 8.99%, and 4.36% respectively [1][2] - The sector experienced a net inflow of 1.059 billion yuan, with eight stocks receiving net inflows, and six stocks exceeding 10 million yuan in net inflows [2][3] Group 2 - Dongfang Guoxin led the net inflow with 734.33 million yuan, followed by Tuoer Si and Runhe Software with net inflows of 262.71 million yuan and 163.16 million yuan respectively [2][3] - The net inflow ratios for leading stocks were 24.29% for Dongfang Guoxin, 8.32% for Tuoer Si, and 8.26% for Xinghuan Technology [3] - The overall performance of the MLOps sector was contrasted with other sectors, with several sectors experiencing declines, such as Assisted Reproduction and Hepatitis concepts [2]

Market Overview - The Shanghai Composite Index is at 3628.73 points, above the six-month moving average, with a gain of 0.31% [1] - The total trading volume of A-shares today is 14101.54 billion yuan [1] Stocks Breaking Six-Month Moving Average - A total of 125 A-shares have surpassed the six-month moving average today [1] - Notable stocks with significant deviation rates include: - Dongfang Guoxin (19.08%) - Robot (13.91%) - Hangzhou Chai Jin (9.06%) [1] Stock Performance Data - The following stocks have notable performance metrics: - Dongfang Guoxin: Today's gain of 20.02%, turnover rate of 27.65%, six-month average price of 10.67 yuan, latest price at 12.71 yuan [1] - Robot: Today's gain of 14.50%, turnover rate of 12.81%, six-month average price of 17.61 yuan, latest price at 20.06 yuan [1] - Hangzhou Chai Jin: Today's gain of 10.01%, turnover rate of 16.99%, six-month average price of 18.15 yuan, latest price at 19.79 yuan [1] Additional Stocks with Smaller Deviation Rates - Other stocks that have just crossed the six-month moving average include: - Qifeng New Materials: Deviation rate just above the average - Yihualu: Deviation rate just above the average - Pianzihuang: Deviation rate just above the average [1]

8月6日，截至13时53分，创业板人工智能指数冲高上涨逾1%，成份股方面，东方国信领涨20.02%，恒信东方上涨5.21%，万兴科技上涨 3.74%，新易盛涨超2%。 热门ETF方面，同标的指数规模最大、流动性突出的创业板人工智能ETF（159363）场内价格上涨1.13%，为连续第三日上涨，成交额达1.28 亿元。 | | | | F9 盘前盘后 盈加 九转 圆线 工具 (2) > | | | 0 52 2 +0.006 +0.96% | | | 创业板人工智能ETF华宝 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 0.629 | | 159363[创业板人工智能ETF华宇] 13:57 价 | | 1396 | Wi | | | | | 159363 | | | | | | | | SZSE CNY 13:57:18 交易中 | | | | 十八八日 | | 0.626 | | | | 0.56% | 净值走势 | | 华宝创业板人工智能ETF | 世文 | 30.18% 120日 | 15.56% | ...

Group 1 - The Shanghai Composite Index has risen again, stabilizing above 3600 points, with the ChiNext Software ETF (159256) seeing significant gains, particularly in stocks like Dongfang Guoxin, which hit the 20% daily limit up [1] - The ChiNext Software ETF (159256) has outperformed other software-related products by 0.6 percentage points, reflecting its status as the most elastic software ETF in the market, driven by the high growth attributes of the software sector [1] - The software industry plays a crucial role in the AI industry chain, providing essential technology support and application implementation, with a focus on AI frameworks, development platforms, and algorithm models in the midstream technology layer [1] Group 2 - According to Minsheng Securities, the holding ratio of the computer sector in funds is approximately 2.52% as of Q2 2025, slightly down from the previous quarter and at a historical low [2] - Leading companies in the AI direction still occupy the top 10 by market capitalization, while the financial technology sector has seen significant increases in holdings [2] - The concentration of industry holdings has decreased, with the top ten companies accounting for 60.44% of market capitalization, indicating potential for increased investment in the AI-focused computer industry due to national policy support and technological advancements [2]

Core Insights - The A-share market showed strong fluctuations today, with the software sector performing exceptionally well, particularly the ChiNext Software ETF Huaxia (159256), which saw a 20% limit-up increase for Dongfang Guoxin and significant gains in other stocks like Baotong Technology, Zhangqu Technology, and Guangliwei [1] - The ChiNext Software ETF Huaxia (159256) recorded an intraday increase of over 1.2%, outperforming other software sector products by 0.6 percentage points [1] - The 20% limit-up and limit-down mechanism of the ChiNext Software ETF Huaxia (159256) positions it as the most elastic software-related asset in the market, aligning with the high growth attributes of the software sector, which is expected to continue attracting market attention [1] Industry Developments - The 2025 World Artificial Intelligence Conference (WAIC) showcased significant advancements in the computer and software development industry, highlighting the rapid rise of domestic manufacturers and the introduction of high-performance GPU and server products [1] - The network architecture is undergoing continuous upgrades, demonstrating super-node solutions, while mainstream large models are evolving from traditional LLMs to multimodal applications, accelerating the transition from Chatbot to Agent era with the release of intelligent agent products by some companies [1] - In the terminal application domain, products related to embodied intelligence, intelligent driving, and smart terminals were prominently featured, indicating a thriving AI industry chain driven by technological innovation and accelerated application deployment [1]

Group 1 - The IT service sector is experiencing active performance, with stocks like Dongfang Guoxin hitting the daily limit, Qianfang Technology rising over 8%, and Zhuoyi Information increasing by more than 7% [1] - The launch of the open-source CANN hardware enabling platform and Mind series application enabling suite at the Ascend Computing Industry Development Summit signifies a breakthrough in technology barriers, allowing developers to explore hardware potential and customize solutions [3] - The publication of the "CANN Open Source Open Ecology Co-construction Initiative" aims to unite various industry forces to collaboratively explore technological boundaries, marking a significant milestone for China's AI industry towards open collaboration [3] Group 2 - The domestic technology sanctions from overseas since 2018 have accelerated the need for domestic companies to innovate, emphasizing the urgency of developing the Xinchuang industry to maintain stability under external pressures [3] - The Xinchuang industry is transitioning from policy-driven to a dual-driven approach of policy and market, with significant growth expected in market size, projected to reach over 2.6 trillion yuan by 2026, with growth rates of 17.84% and 26.82% in 2025 and 2026 respectively [4] - The Xinchuang ETF fund (562030) tracks the CSI Xinchuang Index, covering key segments of the Xinchuang industry, and is characterized by high growth and elasticity, driven by geopolitical tensions and the need for self-sufficiency in technology [6]

Group 1 - IT service concept stocks showed active performance on August 6, with Dongfang Guoxin hitting the daily limit up of 20%, Qianfang Technology rising over 8%, and Zhuoyi Information increasing by more than 7% [1] - The CANN hardware enabling platform and Mind series application enabling suite were announced at the Ascend Computing Industry Development Summit, promoting open-source initiatives and collaboration within the AI industry [3] - The urgency for domestic companies to accelerate technological innovation in the face of ongoing foreign technology sanctions has been emphasized, highlighting the importance of self-controllable development in the Xinchuang industry [3][4] Group 2 - The Xinchuang industry is transitioning from policy-driven to a dual-driven model of policy and market, with significant growth expected in market size, projected to reach over 2.6 trillion yuan by 2026 [4] - The Xinchuang ETF fund (562030) tracks the CSI Xinchuang Index, which covers key segments of the Xinchuang industry, indicating high growth and elasticity potential [6] - Four investment logic points for the Xinchuang industry include the urgent need for self-control due to geopolitical tensions, increased government procurement, breakthroughs in domestic technology, and the critical timing for procurement standards [6]

Group 1 - The AI industry chain shows a mixed performance, with IDC computing rental concepts experiencing a strong rebound, leading to significant gains in stocks like Dongfang Guoxin, which hit the daily limit increase [1] - The North American cloud service providers (MAMG: Microsoft, Amazon, Meta, Google) reported a 69% year-on-year increase in capital expenditures for Q2 2025, totaling $87.4 billion, with optimistic guidance for 2025 capital expenditures [2] - The overall capital expenditure forecast for 2025 is set to reach $333.8 billion, reflecting a 49% year-on-year growth, indicating strong demand for computing power [2] Group 2 - Microsoft expects its capital expenditures for Q3 2025 to exceed $30 billion, while Amazon's Q2 capital expenditure rate is expected to represent the investment rate for the second half of the year [2] - Meta has raised its 2025 capital expenditure guidance to $66-72 billion, and Google has increased its guidance to $85 billion [2] - Analysts suggest that the high growth in overseas cloud service provider capital expenditures, along with optimistic guidance, is likely to boost confidence in computing power demand, benefiting the related domestic internet companies [2]