Core Viewpoint - The recent data indicates a significant inflow of capital into various concept sectors in the A-share market, with the Shanghai Composite Index rising by 1.57% over the past three days, and trading volume increasing by 2.50% compared to the previous three days [1] Group 1: Capital Inflow and Sector Performance - A total of 57 concept sectors experienced substantial net capital inflow in the last three days, with the leading sectors being consumer electronics, wireless headphones, and photolithography machines, which saw net inflows of 30.50 billion, 22.15 billion, and 21.72 billion respectively [1] - The consumer electronics sector rose by 3.49%, outperforming the market by 1.92%, with a leading stock, Astone, increasing by 36.56% [1] - The wireless headphones sector increased by 3.63%, also outperforming the market by 2.06%, with Fudi Electronics as the leading stock, rising by 33.08% [1] - The photolithography machine sector had a notable increase of 5.27%, exceeding the market by 3.70%, with Haili Co. as the leading stock, which rose by 27.41% [1] Group 2: Additional Notable Sectors - The humanoid robot sector saw a rise of 4.21%, with a net inflow of 20.59 billion, led by Haichang New Materials, which increased by 28.75% [1] - The Apple concept sector rose by 3.48%, with a net inflow of 17.43 billion, led by Anli Co., which increased by 22.29% [1] - The automotive chip sector increased by 3.42%, with a net inflow of 15.10 billion, led by Jiayuan Technology, which rose by 54.17% [1]

Core Insights - The A-share market showed strong fluctuations today, with the software sector performing exceptionally well, particularly the ChiNext Software ETF Huaxia (159256), which saw a 20% limit-up increase for Dongfang Guoxin and significant gains in other stocks like Baotong Technology, Zhangqu Technology, and Guangliwei [1] - The ChiNext Software ETF Huaxia (159256) recorded an intraday increase of over 1.2%, outperforming other software sector products by 0.6 percentage points [1] - The 20% limit-up and limit-down mechanism of the ChiNext Software ETF Huaxia (159256) positions it as the most elastic software-related asset in the market, aligning with the high growth attributes of the software sector, which is expected to continue attracting market attention [1] Industry Developments - The 2025 World Artificial Intelligence Conference (WAIC) showcased significant advancements in the computer and software development industry, highlighting the rapid rise of domestic manufacturers and the introduction of high-performance GPU and server products [1] - The network architecture is undergoing continuous upgrades, demonstrating super-node solutions, while mainstream large models are evolving from traditional LLMs to multimodal applications, accelerating the transition from Chatbot to Agent era with the release of intelligent agent products by some companies [1] - In the terminal application domain, products related to embodied intelligence, intelligent driving, and smart terminals were prominently featured, indicating a thriving AI industry chain driven by technological innovation and accelerated application deployment [1]

Market Performance - On August 5, the software development sector rose by 0.02% compared to the previous trading day, with Jiahe Meikang leading the gains [1] - The Shanghai Composite Index closed at 3617.6, up 0.96%, while the Shenzhen Component Index closed at 11106.96, up 0.59% [1] Top Gainers in Software Development Sector - Jiahe Meikang (688246) closed at 38.29, with an increase of 8.69% and a trading volume of 112,900 shares [1] - Siter Technology (300608) closed at 13.98, up 8.62% with a trading volume of 659,800 shares [1] - Guangliwei (301095) closed at 68.08, increasing by 8.15% with a trading volume of 127,600 shares [1] - Other notable gainers include Zhizhen Technology (003007) and Hengfeng Information (300605), with increases of 5.38% and 4.85% respectively [1] Top Losers in Software Development Sector - ST Guandao (839680) saw a significant decline of 17.51%, closing at 9.80 with a trading volume of 167,400 shares [2] - Daheng Technology (600288) decreased by 8.71%, closing at 12.05 with a trading volume of 604,300 shares [2] - Puyuan Information (688118) fell by 7.82%, closing at 30.42 with a trading volume of 113,900 shares [2] Capital Flow Analysis - The software development sector experienced a net outflow of 2.179 billion yuan from institutional investors, while retail investors saw a net inflow of 1.6 billion yuan [2] - Notable stocks with significant capital inflows include Siter Technology (300608) with a net inflow of 132 million yuan from institutional investors [3] - Conversely, stocks like Hengfeng Information (300605) and Tonghuashun (300033) experienced net outflows from both institutional and retail investors [3]

| 股票简称 | 股票代码 | 限售股类型 | 解禁股数 | | --- | --- | --- | --- | | 弘业期货 | 001236 | 发行前股份限售流通 | 4.32亿 | | 江波龙 | 301308 | 发行前股份限售流通 | 3亿 | | 广立微 | 301095 | 发行前股份限售流通 | 7592.2万 | | 中微半导 | 688380 | | 2128.5万 | | 盟科药业 | 688373 | | 2.83亿 | 今日具体限售解禁股情况如下： 智通财经APP获悉，8月5日共有5家上市公司的限售股解禁，解禁总市值约382.85亿元。 ...

Group 1 - The core point of the article is that Guangli Micro announced the approval of an adjustment to the investment amount of certain fundraising projects and the use of some excess raised funds to increase investment during the first extraordinary general meeting of shareholders in 2025 [2] Group 2 - The announcement was made on the evening of August 1, indicating the company's proactive approach to managing its investment strategy [2]

1、本次股东大会无新增、变更、否决提案的情况； 2、本次股东大会未涉及变更以往股东大会决议的情况； 3、本次股东大会采取现场投票与网络投票相结合的方式召开。 一、会议召开和出席情况 证券代码：301095 证券简称：广立微 公告编号：2025-039 杭州广立微电子股份有限公司 2025 年第一次临时股东大会决议公告 特别提示 （一）会议的召开情况 1、现场会议召开时间：2025 年 8 月 1 日（星期五）下午 14:00 2、现场会议召开地点：浙江省杭州市余杭区五常街道联创街 188 号 A1 号 楼 4 楼会议室 3、会议召集人：公司董事会 4、主持人：董事长郑勇军先生 5、表决方式：本次会议采取现场投票与网络投票相结合方式 6、网络投票时间：通过深圳证券交易所互联网系统投票的时间为：2025 年 8 月 1 日（星期五）9:15-15:00 期间的任意时间；通过深圳证券交易所交易系统 进行网络投票的时间为：2025 年 8 月 1 日 9:15-9:25、9:30-11:30、13:00-15:00 期 间的任意时间。 7、本次会议的召集、召开符合《中华人民共和国公司法》（以下简称《公 司法》）等有关 ...

广立微 2025 年第一次临时股东大会法律意见书 国浩律师（杭州）事务所 网址/Website：http://www.grandall.com.cn 二〇二五年八月 广立微 2025 年第一次临时股东大会法律意见书 国浩律师（杭州）事务所 国浩律师（杭州）事务所 关 于 杭州广立微电子股份有限公司 2025 年第一次临时股东大会的 法律意见书 地址：杭州市上城区老复兴路白塔公园 B 区 2 号、15 号国浩律师楼 邮编：310008 Grandall Building, No.2＆No.15, Block B, Baita Park, Old Fuxing Road, Hangzhou, Zhejiang 310008, China 电话/Tel: (+86)(571) 8577 5888 传真/Fax: (+86)(571) 8577 5643 电子邮箱/Mail：grandallhz@grandall.com.cn 国浩律师（杭州）事务所 关 于 杭州广立微电子股份有限公司 2025 年第一次临时股东大会的 法律意见书 致：杭州广立微电子股份有限公司 国浩律师（杭州）事务所（以下简称"本所"）接受杭州广立 ...

中国国际金融股份有限公司 关于杭州广立微电子股份有限公司 首次公开发行前已发行股份上市流通的核查意见 （一）首次公开发行股份情况 经中国证券监督管理委员会《关于同意杭州广立微电子股份有限公司首次公开发行 股票注册的批复》（证监许可[2022]845 号）同意注册，公司首次公开发行人民币普通 股（A 股）5,000 万股，并于 2022 年 8 月 5 日在深圳证券交易所创业板上市。首次公开 发行股票完成后公司总股本为 200,000,000 股，其中有限售条件股份数量为 160,104,687 股，占发行后总股本的 80.05%；无限售条件流通股 39,895,313 股，占发行后总股本的 （二）首次公开发行股份上市后股份变动情况 归属股份在中国证券登记结算有限责任公司深圳分公司完成归属登记，总股本由 截至本核查意见出具日，公司总股本为 200,281,088 股，其中：有限售条件股份为 本 53.73%。 二、申请解除股份限售股东履行承诺情况 本次申请解除股份限售的股东共 4 名，为杭州广立微股权投资有限公司、杭州广立 共创投资合伙企业（有限合伙）、郑勇军和杭州广立共进企业管理合伙企业（有限合伙）。 上述股 ...

证券代码：301095 证券简称：广立微 公告编号：2025-038 杭州广立微电子股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚假记 载、误导性陈述或重大遗漏。 重要内容提示： 或"广立微"）首次公开发行前已发行的部分股份。 占公司总股本 37.91%（占剔除回购专户股份数后总股本 38.53%）。 一、首次公开发行股份及上市后股本变动概况 （一）首次公开发行股份情况 二、申请解除股份限售股东履行承诺情况 本次申请解除股份限售的股东共 4 名，为杭州广立微股权投资有限公司、杭 州广立共创投资合伙企业（有限合伙）、郑勇军和杭州广立共进企业管理合伙企 业（有限合伙）。上述股东在公司《首次公开发行股票并在创业板上市之上市公 告书》和《首次公开发行股票并在创业板上市招股说明书》作出的承诺具体情况 如下： （一）杭州广立微股权投资有限公司、杭州广立共创投资合伙企业（有限合 伙）、杭州广立共进企业管理合伙企业（有限合伙）关于股份锁定承诺如下： "1、自公司股票上市之日起 36 个月内，不转让或者委托他人管理本企业直 接和间接持有的公司公开发行股票前已发行的股份，也不提议由公司回购本企业 ...

天眼查商业履历信息显示，杭州广立微电子股份有限公司，成立于2003年，位于杭州市，是一家以从事 软件和信息技术服务业为主的企业。企业注册资本20028.1088万人民币，实缴资本20028.1088万人民 币。公司法定代表人为郑勇军。 通过天眼查大数据分析，杭州广立微电子股份有限公司共对外投资了16家企业，参与招投标项目46次， 知识产权方面有商标信息91条，专利信息229条，此外企业还拥有行政许可56个。 资金流向方面，今日主力资金净流出5856.41万元，占比成交额8.58%。其中，超大单净流出917.83万 元、占成交额1.35%，大单净流出4938.58万元、占成交额7.24%，中单净流出流出2267.18万元、占成交 额3.32%，小单净流入8123.59万元、占成交额11.91%。 广立微最新一期业绩显示，截至2025一季报，公司营业总收入6648.49万元、同比增长51.43%，归属净 利润1371.50万元，同比增长40.11%，扣非净利润2187.00万元，同比增长13.95%，流动比率17.980、速 动比率16.078、资产负债率5.80%。 来源：金融界 金融界消息 截至2025年7月 ...