证券日报网讯国投智能（300188）8月21日在互动平台回答投资者提问时表示，截至2025年8月20日收 盘，公司股东总户数为49554户。 ...

8月21日，国投智能大宗交易成交50万股，成交额858万元，占当日总成交额的0.52%，成交价17.16元，较市场收盘价18.26 元折价6.02%。 | 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交星 | 成交金额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-08-21 | 300188 | 国投智能 | 17.16 | 50.00 | 858.00 | 中信证券股份有限 | 海通证券股份有限 | | | | | | | | 公司北京呼家楼证 | 公司北京光华路证 | | | | | | | | 券营业部 | 券营业部 | ...

Group 1 - The core viewpoint emphasizes the strong rise of domestic alternatives in the data security sector, with notable stock performances from companies like Guotou Intelligent and Zhongke Shuguang [1] - The National Data Bureau reported significant advancements in China's digital infrastructure, with 5G base stations expected to reach 4.55 million and gigabit broadband users at 226 million by June 2025 [1] - The integration of AI technology and large models is reshaping traditional security paradigms, highlighting the necessity for a "trustworthy, controllable, and secure" digital foundation [1] Group 2 - The big data industry ETF (516700) focuses on data security, tracking the CSI Big Data Industry Index, with major holdings in companies like Zhongke Shuguang and Keda Xunfei [2] - Investors are encouraged to pay attention to three catalytic factors in the technology self-reliance direction, although specific details are not provided [2] - The call for "technology to take the lead" indicates a potential breakthrough in new productive forces, accelerating the process of domestic substitution [3]

数字货币概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 300468 | 四方精 创 | 15.29 | 32.37 | 88472.73 | 11.55 | | 300188 | 国投智 能 | 14.80 | 20.54 | 57253.35 | 16.98 | | 002657 | 中科金 财 | 9.99 | 11.48 | 50135.34 | 38.33 | | 002987 | 京北方 | 9.99 | 17.38 | 45724.95 | 13.93 | | 000617 | 中油资 本 | 3.87 | 3.31 | 34967.59 | 9.46 | | 002104 | 恒宝股 份 | 10.02 | 33.24 | 33425.84 | 6.33 | | 600415 | 小商品 | 4.26 | 2.67 | 23157.58 | 8.14 | | | 城 | | | | | | ...

电子身份证概念资金流入榜 | 代码 | 简称 | 今日涨跌幅 | 今日换手率 | 主力资金流量（万 | 主力资金净流入比率 | | --- | --- | --- | --- | --- | --- | | | | （%） | （%） | 元） | （%） | | 300188 | 国投智 能 | 14.80 | 20.54 | 57253.35 | 16.98 | | 002987 | 京北方 | 9.99 | 17.38 | 45724.95 | 13.93 | | 002104 | 恒宝股 份 | 10.02 | 33.24 | 33425.84 | 6.33 | | 002017 | 东信和 平 | 5.16 | 20.89 | 21961.04 | 5.54 | | 003029 | 吉大正 元 | 9.99 | 14.09 | 21590.11 | 31.50 | | 300229 | 拓尔思 | 2.93 | 10.53 | 18625.16 | 7.97 | | 300130 | 新国都 | 6.68 | 19.15 | 15332.41 | 5.82 | | 003040 | 楚天龙 | 2 ...

从资金流向上来看，当日软件开发板块主力资金净流出17.77亿元，游资资金净流出1.87亿元，散户资金 净流入19.65亿元。软件开发板块个股资金流向见下表： 证券之星消息，8月14日软件开发板块较上一交易日下跌1.11%，金橙子领跌。当日上证指数报收于 3666.44，下跌0.46%。深证成指报收于11451.43，下跌0.87%。软件开发板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 300468 | 四方精创 | 45.70 | 15.29% | 171.52万 | 76.57亿 | | 300188 | 国投智能 | 19.08 | 14.80% | 175.77万 | 33.71亿 | | 003029 | 吉大正元 | 28.95 | 9.99% | 24.41万 | 6.85亿 | | 002987 | 京北方 | 22.80 | 9.99% | 146.55万 | 32.82亿 | | 300579 | 数字认证 | 39.87 | 5.62% | 35.07 ...

【异动原因：比特币突破12.35万美元创历史新高】 8月14日，受到比特币价格再创历史新高的刺激，A股市场数字货币概念股集体大涨，截止午市收盘，数字货币板块整 体涨幅超2%，中科金财、恒宝股份、吉大正元、京北方等多股涨停，国投智能、四方精创大涨超过15%。 涨停个股中，恒宝股份值得关注。该公司成立于1996年，2007年在深交所上市，业务涵盖金融IC卡、数字人民币硬件钱 包、跨境支付解决方案等，客户覆盖银行、通信运营商及政府机构，是我国金融科技与数字安全领域的核心企业。 在数字货币领域，恒宝股份是央行数字货币研究所首批合作单位，深度参与数字人民币研发与试点。其自主研发的LED 可视硬钱包支持 "数字人民币-港元" 双币离线支付，已在香港跨境支付场景落地，解决了无网络环境下的支付难题。公 司还为工商银行、中国银行等机构提供数字货币硬件安全模块（HSM），通过国密算法实现交易指令双重加密，密钥 生成速率达每秒10万次，适配高频交易需求。截至2024年底，数字人民币业务收入占比已突破41%，成为公司核心增长 极。 8月14日，数字货币概念表现活跃，恒宝股份（002104）、中科金财（002657）、吉大正元（003 ...

Group 1 - The three major indices collectively rose, with the ChiNext Index increasing by 0.30% during the session. Sectors such as insurance, glass fiber, and gaming saw significant gains [1] - The China National Bureau of Statistics announced plans to systematically promote high-quality data set construction, focusing on key areas like embodied intelligence, low-altitude economy, and biomanufacturing [1] - China Galaxy Securities highlighted that the continuous updates of large models will accelerate the iteration of numerous underlying technologies, laying the foundation for AI applications and agent construction [1] Group 2 - The ChiNext Software ETF (Hua Xia, 159256) tracks the ChiNext Software Index (399264), which focuses on 50 high-quality AI software stocks in the ChiNext market, deeply investing in AI applications [1] - The software development and IT services sectors account for 70% of the industry represented in the ChiNext Software ETF [1] - Notable weighted stocks in the ETF include Tonghuashun, Runhe Software, Softcom Power, Guiding Compass, Kunlun Wanwei, and Deepin Security [1]

Group 1 - The core viewpoint of the news highlights the strong rise of domestic alternatives in the market, with notable stock performances such as Guotou Intelligent hitting a 20% limit up and Zhongke Shuguang increasing over 7% with a net inflow of 1.8 billion yuan from main funds [1][3] - The National Data Bureau reported significant advancements in China's digital infrastructure, with 4.55 million 5G base stations and 226 million gigabit broadband users expected by June 2025, positioning China as a global leader in this sector [3] - The AI technology and large model iterations are accelerating, presenting challenges to traditional security paradigms, and emphasizing the need for a "trustworthy, controllable, and secure" digital foundation [3] Group 2 - The Big Data Industry ETF (516700) focuses on data security and has seen a price increase of over 2.2% during trading, indicating strong market interest in this sector [1][3] - Key catalysts for investment in the technology self-reliance direction include high-level calls for "technology to take the lead," the activation of digital productivity through top-level design, and the acceleration of the domestic substitution process [3] - The market for AI and security integration is vast, with significant opportunities in various sectors such as industry, education, healthcare, finance, and law [3]

8月14日早盘，A股三大指数集体上涨。盘面上，芯片股再度走强，脑机接口概念异动拉升，PEEK材料 概念反复活跃。近期热度较高的云计算50ETF（516630）随指数上扬，涨幅一度超1%，持仓股中，国 投智能、中科曙光、曙光数创、神州泰岳、中国长城等领涨，其中，国投智能一度触及20CM涨停。 （文章来源：每日经济新闻） 展望2H25，该机构认为随着大模型能力不断增强、越来越多形态的应用场景有望推升AI推理的算力需 求持续爆发，带动AI硬件的需求成长。具体而言，以下趋势值得关注：1）国内外算力链需求增长确定 性提升；2）网络在AIDC中的重要性有望提高；3）Agent等AI应用加速落地。此外，"十五五"政策吹 风，数字基建、海洋经济、军工通信等方向值得关注。 北美云厂商资本开支持续扩张，显示AI算力需求强劲，国产算力产业链有望深度受益于海外映射逻 辑。公开信息显示，云计算50ETF（516630）跟踪云计算指数（930851）。该指数的AI算力含量较高， 覆盖了光模块&光器件、算力租赁、数据中心、AI服务器、液冷等热门算力概念。云计算50ETF （516630）为跟踪该指数合计费率最低的ETF。 中金公司在近期发 ...