8月18日，AI产业链集体爆发，截至10:22，算力含量高的创业板人工智能指数(970070)强势上涨4.46%，成分股华策影视(300133)上涨19.35%，芒果超媒 (300413)上涨18.62%，锐捷网络(301165)上涨17.28%，中际旭创(300308)，协创数据(300857)等个股跟涨。相关ETF中，费率最低的创业板人工智能ETF华夏 (159381)上涨4.24%，最新价报1.33元。拉长时间看，截至2025年8月15日，创业板人工智能ETF华夏近1周累计上涨10.21%。 流动性方面，创业板人工智能ETF华夏盘中换手43.01%，成交8302.73万元，市场交投活跃。拉长时间看，截至8月15日，创业板人工智能ETF华夏近1周日均 成交1.08亿元。资金踊跃布局AI高景气赛道，wind数据显示，创业板人工智能ETF华夏盘中获得资金申购。 国泰海通证券表示，2024 年初，我国日均推理代币的消耗量为1 千亿，截至2025年6 月底，日均推理代币消耗量已经突破30 万亿，1 年半时间增长了300 多 倍，这反映了我国人工智能应用规模的快速增长。模型思考深度提升、多模态等对算力提出更高的要求 ...

| 代码 | 名称 | 9 | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 301086 | 澳凱愛 | 新 | 14.25 | 58.29亿 | 29.62 | | 002993 | 奥海科技 | 1 | 9.99 | 151亿 | 36.97 | | 688371 | 菲沃泰 | 中 | 8.34 | 69.74Z | 33.96 | | 002241 | 歌尔股份 | -澳 | 8.08 | 986 Z | 10.19 | | 688678 | 福立旺 | | 8.01 | 72.02亿 | 88.10 | | 002600 | 领益智造 | 中 | 8.00 | 766 Z | 36.96 | | 300857 | 协创数据 | 世 | 7.44 | 332亿 | 25.92 | | 300709 | 精研科技 | | 7.14 | 92.96亿 | 24.73 | | 002273 | 水晶光电 | | 6.68 | 329亿 | 7.44 | | 301183 | 东田微 | 海 | 6.45 | 54.66亿 | ...

费率方面，AI人工智能ETF管理费率为0.15%，托管费率为0.05%，费率在可比基金中最低。 跟踪精度方面，截至2025年8月15日，AI人工智能ETF近1月跟踪误差为0.006%，在可比基金中跟踪精度最高。 AI人工智能ETF紧密跟踪中证人工智能主题指数，中证人工智能主题指数选取50只业务涉及为人工智能提供基础资源、技术以及应用支持的上市公司证券作 为指数样本，以反映人工智能主题上市公司证券的整体表现。 数据显示，截至2025年7月31日，中证人工智能主题指数(930713)前十大权重股分别为中际旭创(300308)、新易盛(300502)、寒武纪(688256)、科大讯飞 (002230)、海康威视(002415)、豪威集团(603501)、中科曙光(603019)、澜起科技(688008)、金山办公(688111)、浪潮信息(000977)，前十大权重股合计占比 55.52%。 截至2025年8月18日 09:54，中证人工智能主题指数(930713)强势上涨2.31%，成分股石头科技(688169)上涨11.27%，协创数据(300857)上涨7.99%，大华股份 (002236)上涨6.96%，恒 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 301086 | 澳疆贸 | 演 | 14.25 | 58.29亿 | 29.62 | | 002993 | 奥海科技 | 1 | 9.99 | 151亿 | 36.97 | | 688371 | 菲沃泰 | 1 | 8.34 | 69.74 Z | 33.96 | | 002241 | 歌尔股份 | 演 | 8.08 | 986亿 | 10.19 | | 688678 | 福立旺 | | 8.01 | 72.02 乙 | 88.10 | | 002600 | 领益智造 | → | 8.00 | 766亿 | 36.96 | | 300857 | 协创数据 | 1 | 7.44 | 332亿 | 25.92 | | 300709 | 精研科技 | | 7.14 | 92.96亿 | 24.73 | | 002273 | 水晶光电 | | 6.68 | 329亿 | 7.44 | | 301183 | 东田微 | 楽 | 6.45 | 54.66 乙 | ...

Core Viewpoint - The company, Xiechuang Data, is making a significant move in the computing power sector with a procurement contract worth up to 1.2 billion yuan, indicating its aggressive expansion strategy in the rapidly growing market for computing power services [1][6]. Company Overview - Founded in 2005 by founder Geng Kangming, Xiechuang Data initially focused on computer storage products and has since expanded its product line to include mobile and tablet motherboards, becoming a key player in the smart manufacturing sector [3]. - The company has shown consistent growth, with revenue increasing from 839 million yuan in 2016 to 7.41 billion yuan in 2024, and net profit rising from 30 million yuan to 692 million yuan during the same period [6]. Recent Developments - On August 15, 2023, Xiechuang Data announced plans to procure servers from multiple suppliers, with a total contract value not exceeding 1.2 billion yuan, primarily aimed at enhancing its computing power rental services [1][6]. - The company's asset scale has seen remarkable growth, increasing from 7.305 billion yuan at the end of 2024 to 15.044 billion yuan by mid-2025, reflecting a doubling in just six months [1][5]. Strategic Decisions - Geng Kangming has made three critical strategic decisions throughout his career, transitioning from computer cases to memory bars and then to storage devices and smart terminals, which have all contributed to the company's rapid growth [1][2]. - The company is actively pursuing partnerships with major clients, including Tencent, and has successfully participated in significant project bids, such as the China Unicom computing power service procurement project [5]. Market Position - Xiechuang Data's revenue is heavily reliant on its data storage devices and IoT smart terminals, which together account for over 90% of its total revenue [3]. - The company’s stock price has seen significant appreciation since its IPO, with shares reaching a peak of over 100 yuan, reflecting strong market confidence in its growth trajectory [6].

Core Viewpoint - The emerging business model of computing power leasing allows companies to acquire necessary computing power without the burden of building expensive facilities, providing a cost-effective solution for small and medium-sized enterprises in the context of the booming AI industry [1] Industry Overview - National policies are continuously supporting the computing power leasing industry, with initiatives like the "East Data West Computing" project and encouragement for internet platforms to assist SMEs in expanding overseas [2] - The computing power leasing sector is experiencing rapid growth, attracting major players such as Alibaba Group and Yunsai Zhiliang, with various strategies including self-built data centers, hardware agency, and customized services for specific industries [2] Market Activity - In August, Jinkai New Energy announced a contract worth 69.12 million yuan for computing power leasing services, marking a significant order in the sector [3] - Hainan Huatie signed a strategic cooperation agreement with Haima Cloud for a total rental amount of 1 billion yuan for GPU computing resources [3] Investment Trends - Xiechuang Data has made substantial investments in computing power leasing, planning to purchase servers worth 3 billion yuan in March and 4 billion yuan in May, totaling over 8 billion yuan in a few months [4] - In August, Xiechuang Data announced another procurement plan not exceeding 1.2 billion yuan for servers to enhance its computing power leasing services [5] Market Growth Projections - The computing power leasing market is expected to exceed 100 billion yuan by 2025, with potential revenue reaching 260 billion yuan by 2026, growing at an annual rate of over 20% [6] Company Performance - Several companies in the computing power leasing sector reported positive half-year results, with all four listed companies disclosing net profit growth [7] - Shuguang Information achieved a net profit of 731 million yuan in the first half of 2025, a year-on-year increase of 29.89% [7] - Hongbo Co. is expected to turn a profit due to the successful completion of its computing power project [7] Future Outlook - The computing power leasing industry is anticipated to maintain a high growth trajectory, supported by ongoing policy incentives and advancements in chip technology and cloud computing [7]

Group 1 - The core point of the article is that Xichuang Data announced the approval of multiple proposals, including the asset purchase proposal, during the third meeting of its fourth board of directors [2] Group 2 - The announcement was made on the evening of August 15 [2] - The board's decision reflects the company's strategic direction and potential growth opportunities through asset acquisition [2] - The specific details of the asset purchase and its implications for the company's financial performance were not disclosed in the announcement [2]

（文章来源：证券日报） 证券日报网讯 8月15日晚间，协创数据发布公告称，为适应公司业务发展和产业战略布局的需要，进一 步优化管理流程，提高公司运营效率，公司对组织结构进行了优化调整。 ...

Group 1 - The company plans to purchase servers from multiple suppliers with a total contract amount not exceeding 1.2 billion yuan, primarily to provide computing power leasing services for clients [1] - The company is focused on building a comprehensive intelligent computing power ecosystem and deepening its cloud service business, which is expected to significantly enhance its profitability [1] - The company has invested 3 billion yuan and 4 billion yuan in server procurement this year and has increased capital for its wholly-owned subsidiary, further strengthening its competitiveness in intelligent computing power services [1] Group 2 - The company is seizing the explosive growth opportunities in artificial intelligence to enhance its AI intelligent computing power cloud service competitiveness [2] - In the first half of 2025, the company achieved operating revenue of 4.944 billion yuan, a year-on-year increase of 38.18%, and a net profit attributable to shareholders of 457 million yuan, a year-on-year increase of 27.68% [2] - The company has signed cooperation agreements with several domestic internet companies and is actively promoting the construction of an international innovation acceleration platform for artificial intelligence [2] Group 3 - The company has authorized the initiation of preparations for overseas share issuance and listing on the Hong Kong Stock Exchange to expand its international strategy and enhance overseas financing capabilities [3] - The company continues to increase investments in cloud computing, smart stores, e-commerce SaaS, and server remanufacturing, with traditional business orders showing a sustained growth trend [3]

Group 1 - The company, Xiechuang Data (300857.SZ), announced plans to purchase servers from multiple suppliers, with a total procurement amount expected to not exceed RMB 1.2 billion [1] - Of the total procurement amount, RMB 298 million has already been approved by the company's general manager's office, with an anticipated additional procurement amount of no more than RMB 902 million [1] - The servers will primarily be used to provide computing power leasing services to clients [1] Group 2 - The transaction does not constitute a major asset restructuring or a related party transaction according to the relevant regulations, including the "Measures for the Administration of Major Asset Restructuring of Listed Companies" and the "Shenzhen Stock Exchange GEM Stock Listing Rules" [1]