Core Viewpoint - The news highlights the strong market performance of companies associated with Moores Threads, driven by the accelerated IPO process of Moores Threads, which is recognized as a domestic leader in GPU development, aiming to raise 8 billion yuan for AI chip research and development [1][4]. Group 1: Market Performance - Companies such as Heertai and Lianmei Holdings have seen their stock prices surge, with Heertai reaching a price of 55.19 yuan and a market capitalization of 51.04 billion yuan, while Lianmei Holdings hit 8.73 yuan with a market cap of 19.75 billion yuan [1]. - Heertai's stock has shown a "4 days 3 boards" trend, indicating significant investor interest following the news of Moores Threads' IPO [4]. Group 2: Company Relationships - Heertai holds a 1.03% direct stake in Moores Threads, while Zhongke Lanyun holds 0.50% of the company, indicating a limited but notable direct investment landscape [3]. - Heertai's Zhuhai base is reportedly handling over 30% of Moores Threads' GPU module orders, suggesting a potential operational relationship despite previous statements indicating no current business collaboration [4]. Group 3: Investment Landscape - The indirect investment network in Moores Threads is extensive, with companies like Lianmei Holdings and Chuling Information also experiencing stock price increases due to their indirect stakes [5]. - Lianmei Holdings has invested 100 million yuan in Moores Threads through its subsidiary, while Chuling Information holds a 1.08% stake in a fund that owns 2.12% of Moores Threads [5]. Group 4: Market Sentiment and Clarifications - The surge in Moores Threads concept stocks has led to some companies clarifying their non-involvement, such as Zhangjiang Hi-Tech and Yinxin Technology, which denied any direct investment or strategic partnerships with Moores Threads [6].

作为国内实现全功能GPU（图形处理器）自主研发的科技企业，摩尔线程被誉为"中国版英伟达"。公司此次拟募集资金80亿元，将重点投向新一代AI（人 工智能）训推一体芯片、图形芯片及AI SoC芯片的研发。 每经记者｜王晶 每经编辑｜何小桃 陈俊杰 9月23日，摩尔线程概念继续强势，和而泰（SZ002402，股价55.19元，市值510.4亿元）、联美控股（SH600167，股价8.73元，市值197.5亿元）涨停，初 灵信息（SZ300250，股价26.29元，市值56.28亿元）同样涨停。 消息面上，摩尔线程科创板IPO进程正加速推进。上交所官网显示，上交所上市审核委员会定于9月26日召开2025年第40次上市审核委员会审议会议，审 议摩尔线程的首发事项。 自摩尔线程启动科创板IPO以来，参股该公司的多家上市公司备受市场关注。其中，直接参股公司有和而泰、中科蓝讯等；间接参股公司有联美控股、初 灵信息、长飞光纤等。从市场表现来看，近日已经掀起一股"摩尔线程概念"炒作热潮。 摩尔线程官网截图 和而泰四天三板 在摩尔线程股东结构中，和而泰、中科蓝讯等是A股中少数直接参股的公司。其中，和而泰持股1.03%，中科蓝讯直接 ...

Core Viewpoint - The company, Chuling Information, announced that its stock price experienced an abnormal fluctuation, with a cumulative closing price increase of over 30% over two consecutive trading days (September 22 and September 23, 2025) [1] Summary by Relevant Sections - **Stock Price Movement** - The stock price of Chuling Information has shown a significant increase, with a cumulative rise exceeding 30% in two days [1] - **Company Operations** - The company confirmed that there are no corrections or supplements needed for previously disclosed information, and its current production and operational status remains normal [1] - **External Environment** - There have been no significant changes in the internal or external environment affecting the company [1]

Group 1 - In August, the total electricity consumption in China reached 10,154 billion kWh, a year-on-year increase of 5.0% [3] - The electricity consumption by the primary industry was 164 billion kWh, up 9.7% year-on-year; the secondary industry consumed 5,981 billion kWh, also up 5.0%; the tertiary industry saw a consumption of 2,046 billion kWh, increasing by 7.2% [3] - Cumulative electricity consumption from January to August was 68,788 billion kWh, a year-on-year growth of 4.6% [3] Group 2 - The Ministry of Industry and Information Technology reported that by the end of August, the total number of fixed broadband internet access users reached 689 million, with a net increase of 18.85 million users since the end of last year [4] - Users with internet access speeds of 100 Mbps and above accounted for 95.2% of total users, while those with speeds of 1,000 Mbps and above reached 233 million, representing 33.9% of total users [4] Group 3 - The State Administration for Market Regulation held discussions with Huo La La to ensure compliance with antitrust laws and promote fair market competition [4] - The National Internet Information Office took action against the Toutiao platform for failing to manage content responsibly, leading to penalties and required corrections [4][5] - The OECD projected a global economic growth rate of 3.2% for 2025, an increase of 0.3 percentage points from previous forecasts [4] Group 4 - Tianpu Co. announced that its stock would be suspended for further investigation due to a 15 consecutive trading limit increase [7] - Haili Co. refuted rumors regarding shell mergers and asset injections [7] - Guiguan Network denied rumors of a significant computing power collaboration with Huawei Cloud [8]

转自：智通财经 【20CM两连板初灵信息：合计间接持有摩尔线程约0.0229%股份 占比很小】智通财经9月23日电，初灵 信息(300250.SZ)发布股票交易异常波动公告，中移基金投资方向为数字经济和移动信息现代产业链领 域，目前公司持有中移基金的比例约为1.08%，中移基金持有摩尔线程约2.12%，公司合计间接持股 0.0229%，占比很小。 ...

Core Viewpoint - The company announced a significant investment in a private equity fund, indicating a strategic move towards the digital economy and modern information industry chain [1] Group 1: Investment Details - The company will invest RMB 100 million in the Beijing Zhongyi Digital New Economy Industry Fund, a limited partnership [1] - The investment is aimed at sectors related to the digital economy and mobile information [1] - The company currently holds approximately 1.08% of the Zhongyi Fund, while the fund holds about 2.12% of Moer Thread, resulting in an indirect holding of 0.0229% by the company [1] Group 2: Investor Advisory - The company advises investors to be rational and mindful of investment risks due to the small percentage of indirect holdings [1]

Core Viewpoint - Initial Ling Information (300250) announced on September 23 that it holds approximately 1.08% of Zhongyi Fund, which in turn holds about 2.12% of Moer Thread, resulting in a total indirect holding of 0.0229% [1] Group 1 - Initial Ling Information's direct stake in Zhongyi Fund is 1.08% [1] - Zhongyi Fund's stake in Moer Thread is 2.12% [1] - The combined indirect holding of Initial Ling Information in Moer Thread is 0.0229% [1]

证券代码：300250 证券简称：初灵信息 公告编号： 2025-042 杭州初灵信息技术股份有限公司 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、完整，没有虚假 记载、误导性陈述或重大遗漏。 一、股票交易异常波动的具体情况 杭州初灵信息技术股份有限公司（以下简称"公司"或"本公司"）股票交 易价格连续两个交易日内（2025 年 9 月 22 日、2025 年 9 月 23 日）收盘价格涨 幅偏离值累计超过 30%，根据《深圳证券交易所创业板交易特别规定》等相关规 定，属于股票交易异常波动的情况。 5、经核查，股票异常波动期间控股股东、实际控制人不存在买卖公司股票 的情形。 6、公司已于 2025 年 8 月 27 日披露了《2025 年半年度报告》，具体内容详 见公司在巨潮资讯网（http://www.cninfo.com.cn)上披露的《2025 年半年度报 告》（公告编号：2025-039）。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据本所《创业板股票上市规则》 等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协 议等 ...

Market Overview - As of September 23, the Shanghai Composite Index closed at 3821.83 points, down by 6.74 points, a decrease of 0.18% [1] - The Shenzhen Component Index closed at 13119.82 points, down by 38.16 points, a decrease of 0.29% [1] - The ChiNext Index closed at 3114.55 points, up by 6.67 points, an increase of 0.21% [1] Trading Activity - A total of 70 A-shares had a turnover rate exceeding 20% on this day [1] - Notable stocks with high turnover rates included: - C You Sheng (603418) with a turnover rate of 70.00% and a price increase of 71.48% [1] - Chu Ling Information (300250) with a turnover rate of 54.38% and a price increase of 19.99% [1] - Bo Lang Optoelectronics (301421) with a turnover rate of 50.27% and a price increase of 20.00% [1] Notable Stocks - Other stocks with significant turnover rates included: - Silicon Power (301629) at 45.38% turnover and a 20.00% price increase [1] - Zhongdian Xinlong (002298) at 39.23% turnover and a 4.68% price increase [1] - Ningbo Ocean (601022) at 39.09% turnover and a 7.72% price increase [1] - Stocks with notable price changes included: - C You Sheng (603418) with a closing price of 79.50 yuan [1] - Chu Ling Information (300250) with a closing price of 26.29 yuan [1] - Bo Lang Optoelectronics (301421) with a closing price of 129.60 yuan [1]

Market Performance - The ChiNext Index rose by 0.21%, closing at 3114.55 points, with a total trading volume of 670.318 billion yuan, an increase of 122.827 billion yuan compared to the previous trading day [1] - Among the tradable ChiNext stocks, 251 stocks closed higher, with 9 stocks rising over 10%, including Changchuan Technology, Boshang Optoelectronics, and Sunflower, which all hit the daily limit [1] - The average turnover rate for the ChiNext today was 4.82%, with 32 stocks exceeding a turnover rate of 20% [1] High Turnover Stocks - In the high turnover stocks, 21 stocks increased in value today, with Boshang Optoelectronics, Sunflower, and Silicondale closing at the daily limit [2] - The electronics sector had the most stocks with a turnover rate exceeding 20%, totaling 9 stocks, followed by machinery equipment and communications with 7 and 4 stocks, respectively [2] Institutional Activity - Six high turnover ChiNext stocks appeared on the Dragon and Tiger List, with institutional participation noted in several stocks [2] - Xiaocheng Technology saw a net institutional buy of 56.827 million yuan, while Chuling Information had a net buy of 25.3008 million yuan [2] - The stocks with the highest net buying from brokerage firms included Silicondale and Boshang Optoelectronics, with net buying amounts of 68.3165 million yuan and 41.9496 million yuan, respectively [2] Capital Flow - Among the high turnover stocks, 19 experienced net inflows of main funds, with the highest inflows seen in Capital Online, Shenyu Co., and Boshang Optoelectronics, amounting to 163 million yuan, 130 million yuan, and 94.821 million yuan, respectively [3] - Conversely, Sunflower, Sudavige, and Northern Long Dragon had significant net outflows, totaling 495 million yuan, 108 million yuan, and 79.604 million yuan, respectively [3] Notable Stocks - Chuling Information had a closing price of 26.29 yuan with a daily increase of 19.99% and a turnover rate of 54.38% [3] - Boshang Optoelectronics closed at 129.60 yuan, also with a daily increase of 20.00% and a turnover rate of 50.27% [3] - Silicondale closed at 225.85 yuan, with a daily increase of 20.00% and a turnover rate of 45.38% [3]