证券日报网讯中科创达（300496）10月13日在互动平台回答投资者提问时表示，AMD是公司的战略合 作伙伴。作为全球操作系统产品和技术提供商，公司和国内外芯片厂商一直保持密切的合作，并且提供 的也是基于跨平台的产品和技术。操作系统支持不同芯片平台尤为重要，并且随着多芯片平台的支持， 操作系统的价值将愈发凸显。 ...

证券日报网讯中科创达10月13日在互动平台回答投资者提问时表示，公司旗下Rightware与AMD携手定 义下一代沉浸式智能座舱，共同打造开创性的、汇聚了行业领先设计效果及功能的参考设计，成为未来 汽车人机交互界面（HMI）的新标准。 （文章来源：证券日报） ...

证券代码：300496 证券简称：中科创达 公告编号：2025-050 中科创达软件股份有限公司 关于回购公司股份的进展公告 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。 中科创达软件股份有限公司（以下简称"公司"）于2025年4月7日召开第五届 董事会第七次会议审议通过《关于回购公司股份方案的议案》，公司拟以集中竞 价交易方式回购公司股份，本次用于回购的资金总额为不低于人民币5,000万元 （含），不超过人民币10,000万元（含），回购价格不超过96元/股。具体回购资 金总额以公司公告回购方案实施完毕之日实际使用的资金总额为准。本次公司回 购股份的资金来源为公司自有或自筹资金。回购的股份将用于员工持股计划或股 权激励。本次回购股份的实施期限为自公司董事会审议通过本次回购股份方案之 日起12个月内。具体内容详见公司披露于巨潮资讯网的相关公告。 根据《深圳证券交易所上市公司自律监管指引第9号—回购股份》等相关规 定，回购期间，公司应在每个月的前3个交易日内披露截至上月末的回购进展情 况。现将公司截至2025年9月30日的回购进展情况公告如下： 一、 股份回购 ...

国产软件领域迎利好。 今日（10月13日），三大股指早盘低开回升，跌幅收窄。稀土永磁板块逆市大涨，银河磁体、包钢股份等多股涨停。半导体产业链盘中拉升，华虹公司、 灿芯股份涨超10%。机器人、消费电子、CPO、新能源车等板块领跌。 半导体领军企业闻泰科技（维权）（600745）开盘跌停，成交额1.28亿元。消息面上，10月12日，闻泰科技发布公告称，其核心半导体资产安世半导体有 限公司及安世半导体控股有限公司遭荷兰政府及司法机构双重限制，全球30个主体资产被冻结，公司对安世的控制权暂时受限。 从行情表现来看，国产软件概念股今年以来股价平均上涨26.17%，华胜天成、东土科技年内涨幅居前，分别累计上涨155.22%和126.83%。近日华胜天成 新注册了《华胜天成Mocha VolA软件V2.0.0》项目的软件著作权；今年以来，公司新注册软件著作权数量达10个。 对于此次事件，闻泰科技表示强烈抗议，并坚决反对将商业问题政治化。公司声明指出，荷兰政府以莫须有的"国家安全"为由，对安世半导体实施全球运 营冻结，是基于地缘政治偏见的过度干预，严重违背了欧盟一贯倡导的市场经济、公平竞争和国际经贸规则。 国产软件概念逆市活 ...

Investment Rating - The report maintains a positive outlook for the computer industry, expecting a continued "scissor difference" in Q3 2025, indicating structural growth despite varying performance among companies [3][4][11]. Core Insights - The report predicts that 22% of the tracked companies will see net profit growth exceeding 50%, with notable performers including 深信服 (1528%), 卡莱特 (998%), and 新国都 (235%) [4][5]. - The report highlights a trend of cost reduction through layoffs and non-essential cost cuts, leading to improved efficiency and profitability across the industry [3][4]. - The report identifies key investment targets in various segments, including AIGC, digital economy leaders, and data innovation [3][4]. Summary by Sections Q3 2025 Performance Forecast - Among 54 tracked companies, 11 are expected to exceed 50% profit growth, while 9 will see growth between 30%-50% [4][5]. - 36% of companies are projected to have growth between 0%-30%, and 22% are expected to experience a decline [5][6]. Key Company Performances - 深信服 is projected to achieve a staggering 1528% profit growth, while 卡莱特 is expected to see 998% growth [4][5]. - Companies like 海康威视 and 金山办公 are expected to maintain stable growth rates of around 9% and 15%, respectively [8][10]. - 联想集团 is forecasted to face a significant decline of 99% in profit, indicating challenges in its operational strategy [6][10]. Investment Targets - The report categorizes investment targets into four segments: AIGC, digital economy leaders, data innovation, and AIGC computing power [3][4]. - Notable companies in the AIGC segment include 金山办公 and 道通科技, while 海光信息 and 软通动力 are highlighted in the data innovation category [3][4].

每日经济新闻 （责任编辑：董萍萍 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com "人工智能+"正在行动，天风证券表示，整体上积极看好2025年或成为国内AI基础设施竞赛元年以 及应用开花结果之年。中美AI均进展不断，同时推理端持续推进。建议持续关注AI产业动态及AI应用 的投资机会。 创业板人工智能ETF华夏(159381)：跟踪创业板人工智能指数，精准布局AI产业链龙头，光模块 CPO权重占比超50%，同时覆盖国产软件+AI应用企业，创业板实行20CM涨跌幅限制，高成长高弹性特 征显著，管理费率0.15%，托管费率0.05%，为同类产品场内最低水平，助力投资者低费率布局创AI。 9月30日，A股三大指数继续上涨，科技板块开盘表现强势，聚焦光模块CPO+国产软件+AI应用的 创业板人工智能ETF华夏（159381）盘中涨超2%，持仓股拓尔思、昆仑万维、万兴科技、易点天下、 北京君正、深信服、中科创达 ...

Group 1: Overseas Business Development - Investment institutions are focusing on the overseas business development and planning of listed companies, alongside their operational performance in the first half of the year [2][3] - Meiyingsen emphasizes that its domestic business is crucial for sustainable growth, while overseas business growth is also a key operational goal, with plans to increase overseas production capacity based on customer demand [2] - The company has established five factories in Vietnam, Thailand, Malaysia, and Mexico, with plans for a new factory in Mexico to commence production within the year [2] - Zhongke Chuangda highlights its global layout in operating systems, with R&D teams in 16 countries, providing comprehensive support for companies going overseas [3] - Woler Nuclear Materials plans to actively explore overseas market opportunities to achieve steady growth in its power products [3] Group 2: AI Development Focus - AI has become a high-frequency topic in institutional research, with companies accelerating their AI initiatives [4] - Chen'an Technology is advancing its "AI+" strategy, integrating AI into various business areas such as urban safety and emergency management, and plans to maintain high investment in AI technology R&D [4][5] - Ruijun Power is focusing on AI engineering capabilities to empower industry intelligence and is collaborating with research institutions and industry leaders [5] - Zhongke Chuangda anticipates that AI will define the automotive industry by 2025, transitioning from hardware-driven to AI-driven ecosystems [5] - The company is launching TurboX AI glasses globally, featuring advanced AI capabilities for various applications [6]

截至6月30日，中科创达股东户数8.60万，较上期减少9.07%；人均流通股4275股，较上期增加9.97%。 2025年1月-6月，中科创达实现营业收入32.99亿元，同比增长37.44%；归母净利润1.58亿元，同比增长 51.84%。 分红方面，中科创达A股上市后累计派现7.74亿元。近三年，累计派现3.53亿元。 机构持仓方面，截止2025年6月30日，中科创达十大流通股东中，香港中央结算有限公司位居第二大流 通股东，持股1478.18万股，相比上期增加1105.60万股。易方达创业板ETF（159915）位居第三大流通 股东，持股871.26万股，相比上期减少20.38万股。南方中证500ETF（510500）位居第四大流通股东， 持股546.94万股，相比上期增加71.12万股。兴全趋势投资混合(LOF)（163402）位居第六大流通股东， 持股417.02万股，相比上期减少110.00万股。华安创业板50ETF（159949）位居第七大流通股东，持股 332.33万股，相比上期减少22.14万股。易方达中证人工智能主题ETF（159819）位居第九大流通股东， 持股315.88万股，相比上期增加 ...

Core Insights - The article highlights the significant growth and opportunities within the semiconductor industry, particularly focusing on companies that are integral to the Huawei HiSilicon ecosystem, which is experiencing a surge in demand for advanced chips and related technologies. Group 1: Key Companies and Their Roles - Longi Technology (600584) is a global leader in packaging and testing, uniquely handling the 4nm Chiplet packaging for Huawei's Kirin X90 chip, which enhances chip performance by three times. The new automotive-grade chip factory is expected to contribute 5 billion yuan in annual revenue, solidifying its dominance in advanced packaging [1]. - Tuo Wei Information (002261) is a major player in the AI server market with over 30% market share, deeply involved in Huawei's AI innovation centers across key sectors. The company has server orders booked until Q1 2026, indicating strong revenue visibility [2]. - Shenzhen Huaqiang (000062) serves as a key distributor for Huawei's entire product line, with a 120% year-on-year increase in sales of the Ascend 910B chip. The company is positioned to benefit from the explosive growth in Huawei's chip shipments [3]. - Chipone Technology (688521) provides essential IP cores for Huawei's Kirin and Ascend AI chips, contributing an estimated 1.5 billion yuan to revenue in 2025, which is over 30% of its total revenue [4]. - Tongfu Microelectronics (002156) is a primary packaging and testing provider for Ascend chips, with a projected 50% growth in AI packaging orders by 2025, benefiting from the mass production of Huawei's Chiplet architecture [5]. Group 2: Emerging Technologies and Market Trends - Runhe Software (300339) is a dual ecosystem partner for HarmonyOS and HiSilicon, with over 40% market share in smart terminal OS adaptation. The company is leveraging its collaboration with Huawei to enhance its product offerings in smart home and vehicle networking [6]. - Zhongke Chuangda (300496) is a core player in automotive-grade solutions, providing algorithm optimization for Huawei's AI chips, with a 61.54% market share in global in-car infotainment systems [7]. - North Huachuang (002371) is a leading equipment supplier for semiconductor manufacturing, providing critical etching and ALD equipment, with 35% of its products compatible with 5nm technology [8]. - Huazheng New Materials (603186) has developed a breakthrough material that replaces traditional substrates, achieving a 45% annual growth in semiconductor materials revenue [9]. - Liyuan Information (300184) has been a long-time agent for Huawei's chips, with a projected net profit increase of 43%-65% in Q1 2025, benefiting from the growing demand in IoT and industrial control sectors [10]. Group 3: Strategic Collaborations and Future Prospects - Skyworth Digital (000810) is a pioneer in implementing Huawei's StarFlash technology, significantly reducing latency in smart home devices, with a projected 200% growth in related orders by 2025 [11]. - Megmeet (002881) is a benchmark partner for Huawei's 5G modules, with a 217% increase in revenue from the new energy vehicle sector, indicating strong growth potential in the 5G and vehicle networking markets [12]. - Guangdian Yuntong (002152) is a leader in financial technology solutions based on Huawei's Ascend chips, with a revenue visibility of 1 billion yuan for 2025, focusing on digital transformation in finance [13]. - Jing Sai Technology is a core supplier of crystal oscillators for Huawei's 5G base station chips, with a 15% revenue contribution from the new energy vehicle sector [14]. - Feirongda (300602) specializes in thermal management solutions for Huawei's chips, with a projected 120% growth in automotive business revenue in 2024 [15].

截至发稿，中科创达市值为337亿元。 每经头条（nbdtoutiao）——农夫大战怡宝，抢到更多蛋糕的却是宗馥莉！农夫绿瓶上市后，怡宝上 演"滑铁卢"：市占率大跌近5个百分点 （记者 王晓波） 每经AI快讯，中科创达（SZ 300496，收盘价：73.28元）发布公告称，2025年9月1日至9月28日期间， 中科创达接受博时基金等投资者调研，公司董秘、CFO王焕欣等人参与接待，并回答了投资者提出的问 题。 2025年1至6月份，中科创达的营业收入构成为：智能物联网占比38.49%，智能汽车占比36.03%，智能 软件占比25.48%。 ...