风险提示：创业板人工智能ETF华宝被动跟踪创业板人工智能指数，该指数基日为2018.12.28，发布日 期为2024.7.11。创业板人工智能指数2020-2024年年度涨跌幅分别为：20.1%、17.57%、-34.52%、 47.83%、38.44%，指数成份股构成根据该指数编制规则适时调整，其回测历史业绩不预示指数未来表 现。文中指数成份股仅作展示，个股描述不作为任何形式的投资建议，也不代表管理人旗下任何基金的 持仓信息和交易动向。基金管理人评估的本基金风险等级为R4-中高风险，适宜积极型（C4）及以上的 投资者，适当性匹配意见请以销售机构为准。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，投资人须对任何自主决定的投资行为负 责。另，本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议，亦不对因使用本文内容 所引发的直接或间接损失负任何责任。基金投资有风险，基金的过往业绩并不代表其未来表现，基金管 理人管理的其他基金的业绩并不构成基金业绩表现的保证，基金投资须谨慎。 MACD金叉信号形成，这些股涨势不错！ 责任编辑：杨赐 6月以来，AI板 ...

Core Insights - Huawei's Ascend concept saw a 0.7% increase on August 5, with a net inflow of 104 million yuan in main funds, indicating positive market sentiment towards the concept [1] - Among the 34 concept stocks, 21 experienced price increases while 13 saw declines, reflecting a mixed performance in the sector [1] Fund Inflow Summary - The top net inflows were led by Innovation Medical with 465 million yuan, followed by Changshan Beiming with 90.38 million yuan, and Runhe Software with 62.51 million yuan [1] - The net inflow percentages for the leading stocks were 28.4% for Innovation Medical, 5.31% for Changshan Beiming, and 4.11% for Runhe Software, indicating strong investor interest in these companies [1] Stock Performance Overview - Innovation Medical's latest price was 16.23 yuan with a 10.03% increase, while Changshan Beiming was priced at 23.43 yuan with a 1.69% rise [1] - Other notable performers included Dongfang Guoxin with a 1.92% increase and Guangha Communication with a 4.49% rise, showcasing a generally positive trend among selected stocks [1]

Core Insights - As of August 1, 2025, Dongfang Guoxin (300166) closed at 10.34 yuan, up 1.77%, with a turnover rate of 5.72% and a trading volume of 518,300 hands, amounting to 532 million yuan in transaction value [1] - The latest financial report for Dongfang Guoxin shows total operating revenue of 501 million yuan for Q1 2025, a year-on-year decrease of 5.41%, and a net profit attributable to shareholders of 27.26 million yuan, down 752.60% year-on-year [1] - The company has a current ratio of 2.623, a quick ratio of 1.965, and a debt-to-asset ratio of 24.99% [1] Financial Performance - Total operating revenue for Q1 2025: 501 million yuan, down 5.41% year-on-year [1] - Net profit attributable to shareholders: 27.26 million yuan, down 752.60% year-on-year [1] - Non-recurring net profit: 41.02 million yuan, down 75.73% year-on-year [1] - Current ratio: 2.623, Quick ratio: 1.965, Debt-to-asset ratio: 24.99% [1] Company Overview - Dongfang Guoxin Technology Co., Ltd. was established in 1997 and is located in Beijing, primarily engaged in software and information technology services [2] - The company has a registered capital of 11,387.45748 million yuan and a paid-in capital of 11,387.45748 million yuan [1] - The legal representative of the company is Guan Lianping [1] Investment and Intellectual Property - Dongfang Guoxin has made investments in 47 companies and participated in 5,000 bidding projects [2] - The company holds 144 trademark registrations and 124 patents, along with 47 administrative licenses [2]

Group 1 - The MLOps concept index rose by 1.50%, ranking 10th among concept sectors, with 14 stocks increasing in value [1] - Leading gainers in the MLOps sector included New Point Software, Transsion Holdings, and Star Ring Technology, with increases of 4.61%, 3.76%, and 3.21% respectively [1] - The sector experienced a net outflow of 125 million yuan in main funds, with Transsion Holdings receiving the highest net inflow of 66.14 million yuan [2][3] Group 2 - The top stocks by net inflow ratio included Keda Guochuang, Dongfang Guoxin, and New Point Software, with net inflow ratios of 6.81%, 6.59%, and 5.87% respectively [3] - The MLOps concept saw a total of 10 stocks with net inflows, while stocks like Aobi Zhongguang and Guanghuan Xinwang faced significant declines of 2.02% and 1.72% respectively [2][4] - The overall market showed mixed performance, with various sectors experiencing both gains and losses, highlighting the volatility in the current investment landscape [2]

Group 1 - The MLOps concept index increased by 0.33%, ranking 8th among concept sectors, with six stocks rising, including Tuorisi, Xinghuan Technology, and Henghua Technology, which rose by 5.79%, 2.91%, and 2.45% respectively [1] - The top gainers in the MLOps sector were Tuorisi, with a net inflow of 99.55 million yuan, followed by Guanghuan Xinwang, Runhe Software, and Xinghuan Technology, with net inflows of 58.10 million yuan, 24.86 million yuan, and 16.30 million yuan respectively [1] - The overall market saw a net inflow of 0.91 billion yuan into the MLOps sector, with nine stocks receiving net inflows, and six stocks exceeding 10 million yuan in net inflow [1] Group 2 - In terms of capital inflow ratios, Green Alliance Technology, New Point Software, and Xinghuan Technology had the highest net inflow rates at 10.06%, 7.29%, and 7.10% respectively [2] - The MLOps capital inflow leaderboard showed Tuorisi leading with a daily increase of 5.79% and a turnover rate of 12.66%, followed by Guanghuan Xinwang with a decrease of 0.60% and a turnover rate of 3.56% [2][3] - Other notable stocks included Runhe Software with a 0.69% increase and a turnover rate of 6.15%, and Xinghuan Technology with a 2.91% increase and a turnover rate of 4.97% [2][3]

今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 雅下水电概念 | 11.77 | MLOps概念 | -1.80 | | 民爆概念 | 6.04 | 智谱AI | -1.60 | | 水泥概念 | 4.58 | 华为盘古 | -1.56 | | 抽水蓄能 | 3.89 | 快手概念 | -1.31 | | 煤炭概念 | 3.83 | AI PC | -1.27 | | 特钢概念 | 3.26 | 数字水印 | -1.25 | | 水利 | 2.94 | 华为昇腾 | -1.20 | | 房屋检测 | 2.90 | 语音技术 | -1.19 | | 猪肉 | 2.86 | ERP概念 | -1.17 | | 高压氧舱 | 2.63 | 财税数字化 | -1.17 | 截至7月22日收盘，MLOps概念下跌1.80%，位居概念板块跌幅榜前列，板块内，拓尔思、奥比中光、 新炬网络等跌幅居前。 | 688232 | 新点软件 | -2.65 | 0.99 | -832.52 | | --- | --- | --- | ...

Summary of Key Points - The controlling shareholders of Dongfang Guoxin, Guan Lianping and Huo Weiping, plan to reduce their holdings in the company between August 4, 2025, and October 31, 2025 [1] - The total shares to be reduced amount to no more than 34.1624 million shares, which represents up to 3% of the company's total share capital [1] - The reduction will occur through two methods: a maximum of 11.3875 million shares (1% of total share capital) will be sold via centralized bidding, and up to 22.7749 million shares (2% of total share capital) will be sold through block trading [1]

证券代码：300166 证券简称：东方国信 公告编号：2025-041 北京东方国信科技股份有限公司 公司控股股东管连平先生持有东方国信177,964,857股（占公司总股本比例的 15.6281%），公司控股股东霍卫平先生持有东方国信130,162,360股（占公司总股 本比例的11.4303%）。管连平先生和霍卫平先生计划在本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，自本公告披露之日起十五个交易日 后的三个月内，计划通过集中竞价交易方式合计减持公司股份不超过11,387,456 股，即不超过公司总股本的1%；通过大宗交易方式合计减持公司股份不超过 22,774,914股，即不超过公司总股本的2%。综上，公司控股股东管连平先生和霍 卫平先生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%。 北京东方国信科技股份有限公 ...

Core Viewpoint - The MLOps concept has shown a significant increase of 3.05%, ranking second among concept sectors, with notable stocks like StarRing Technology, Yuxin Technology, and TuoerSi leading the gains [1][2]. Market Performance - The MLOps concept sector saw a net inflow of 899 million yuan, with 13 stocks experiencing net inflows, and 5 stocks exceeding 30 million yuan in net inflow. Yuxin Technology led with a net inflow of 435 million yuan, followed by TuoerSi and Runhe Software with net inflows of 188 million yuan and 183 million yuan respectively [2][3]. Stock Performance - Key stocks in the MLOps sector include: - Yuxin Technology: Increased by 7.18% with a turnover rate of 16.64% and a net inflow of 435 million yuan, resulting in a net inflow ratio of 12.38% [3] - TuoerSi: Increased by 6.72% with a turnover rate of 11.30% and a net inflow of 188 million yuan, resulting in a net inflow ratio of 10.11% [3] - Runhe Software: Increased by 2.77% with a turnover rate of 5.61% and a net inflow of 183 million yuan, resulting in a net inflow ratio of 8.31% [3] Additional Insights - Other stocks with notable performance in the MLOps sector include: - Dongfang Guoxin: Increased by 4.00% with a net inflow of 54.9 million yuan and a net inflow ratio of 6.57% [3] - StarRing Technology: Increased by 12.40% with a net inflow of 24.77 million yuan and a net inflow ratio of 5.20% [3]

Group 1 - The ocean economy is a significant driver of GDP growth, with the national marine production value expected to exceed 10 trillion yuan in 2024, accounting for 7.8% of the GDP, and contributing 11.5% to economic growth [1][8] - The government has highlighted "deep-sea technology" in its reports, indicating its importance alongside commercial aerospace and low-altitude economy, suggesting a rapid development potential in deep-sea equipment and exploration [1][8] - The deep-sea technology sector is identified as a key pillar for building a maritime power, encompassing three main areas: deep-sea materials, deep-sea equipment manufacturing, and deep-sea digital applications [3][17] Group 2 - Various provinces and cities are accelerating the development of marine economy, with policies focusing on high-end, intelligent, and green development, and establishing multi-level industrial systems [2][13] - Shanghai's marine industry development plan (2025-2035) proposes a "3+5+X" industrial system, while Guangdong's regulations emphasize support for eight emerging marine industry clusters [2][14] - The deep-sea materials sector is crucial for deep-sea technology, involving structural and buoyancy materials necessary for the development of marine resources, with a focus on high-performance steel, alloy materials, and composite materials [3][21] Group 3 - The deep-sea equipment sector is essential for supporting deep-sea development, facing challenges from complex underwater environments, with significant growth in China's shipbuilding industry, which saw a 13.8% increase in completed shipbuilding volume in 2024 [4][26] - The deep-sea digitalization and intelligence sector is a vital direction for deep-sea technology development, aiming to create a "digital ocean" that enhances marine decision-making and governance through advanced information technologies [5][17] - The report suggests focusing on marine engineering equipment manufacturing, marine equipment components, and marine observation instruments as key areas for investment [4][26]