公司董事会全体董事保证公告内容真实、准确和完整，没有虚假记载、误导性 陈述或者重大遗漏。 一、股票交易异常波动情况 安徽中电鑫龙科技股份有限公司（以下简称"公司"或"本公司"）股票交易价 格连续 3 个交易日（2025 年 8 月 15 日、8 月 18 日、8 月 19 日）收盘价格涨幅偏离 值累计超过 20%，根据《深圳证券交易所交易规则》等有关规定，属于股票交易异常 波动的情形。 证券代码：002298 证券简称：中电鑫龙 编号：2025-049 二、公司关注、核实情况说明 安徽中电鑫龙科技股份有限公司 关于公司股价异常波动的公告 公司董事会确认，公司目前没有根据《深圳证券交易所股票上市规则》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；董事会 也未获悉公司有根据《深圳证券交易所股票上市规则》等有关规定应予以披露而未披 露的、对公司股票交易价格产生较大影响的信息；公司前期披露的信息不存在需要更 正、补充之处。 四、风险提示 1、经自查，公司不存在违反信息公平披露的情形。 2、公司业务未来可能面临行业政策以及市场环境等不确定因素影响，可能存在 行业周期、应收账款回款、市场竞 ...

Group 1 - A-shares experienced significant market activity on August 19, with 104 stocks hitting the daily limit up and 10 stocks hitting the limit down [1] - The elevator concept stocks were particularly active, with Shanghai Mechanical and Electrical reaching the limit up [1] - Liquid metal concept stocks also showed strength, with Yian Technology hitting the limit up [1] - CPO concept stocks saw an increase, with Cambridge Technology achieving two consecutive limit ups [1] Group 2 - *ST Aowei achieved 9 limit ups in 10 days, while *ST Huarong recorded 7 consecutive limit ups [1] - Huasheng Tiancai had 6 limit ups in 9 days, and Zhongtong Electronics had 6 limit ups in 7 days [1] - Other notable stocks include Zhongdian Xinlong and Electronic City with 4 limit ups in 6 days, and Tenglong Co. with 4 limit ups in 5 days [1] Group 3 - *ST Gaohong faced a continuous decline with 7 consecutive limit downs [2] - Other stocks such as *ST Suwu, ST Jinhong, and Dayuan Pump Industry also hit the limit down [2]

Market Overview - The A-share market experienced a slight increase in the morning session, with the Shanghai Composite Index closing at 3739.26 points, up 0.30%, and the Shenzhen Component Index at 11871.35 points, also up 0.30% [1][2] - Over 3200 stocks in the market saw an increase [3] Sector Performance - The top-performing sectors included automotive services (up 2.9%), liquor industry (up 2.22%), and small metals (up 2.07%) [2] - The sectors with the largest declines were insurance (down 1.04%), diversified finance (down 0.92%), and electronic chemicals (down 0.84%) [2] Company Spotlight: Cambrian - Cambrian's stock price surged over 5% on August 19, breaking the 1000 yuan mark for the first time, closing at 952 yuan with a total market capitalization of 398.3 billion yuan [5] - In just one month, Cambrian's stock price rose from a low of 520.67 yuan to over 1000 yuan, nearly doubling in value, and has increased by approximately 347% since September 23, 2024 [7] Driving Factors for Cambrian - The primary driver for Cambrian's stock price increase is the trend of domestic substitution in the semiconductor industry, which is becoming increasingly important amid global technological competition [9] - Cambrian is positioned as a core player in AI chip development, benefiting from government support for the semiconductor industry [9] - The approval of Cambrian's fundraising plan, which was adjusted from a maximum of 4.98 billion yuan to 3.99 billion yuan, has also contributed to positive market sentiment [9] - The funds raised will be allocated to projects related to large model chip platforms and software platforms, enhancing Cambrian's competitive edge [9] AI Industry Developments - The release of the "Implementation Plan for Accelerating the Development of AI + Manufacturing" by Shanghai is expected to boost the AI sector, promoting deep integration of AI technology with manufacturing [12] - Companies like Huasheng Tiancheng and Zhongdian Xinlong saw significant stock price increases, reflecting the positive sentiment in the AI sector [14]

Core Viewpoint - The article highlights the recent performance of the A-share market, particularly focusing on the surge in the stock price of Cambrian (寒武纪) and the broader implications for the AI chip sector amid increasing domestic demand and supportive government policies [1][6]. Market Performance - As of August 19, the A-share market showed slight gains with the Shanghai Composite Index at 3739.26 points, up 0.30%, and the Shenzhen Component Index at 11871.35 points, also up 0.30% [1][2]. - The top-performing sectors included automotive services (up 2.9%), liquor industry (up 2.22%), and small metals (up 2.07%), while the insurance sector saw a decline of 1.04% [2]. Cambrian's Stock Performance - Cambrian's stock price exceeded 1000 yuan for the first time, reflecting a significant increase from a low of 520.67 yuan per share, marking an almost 100% rise in just one month [3][4]. - Over a longer period, Cambrian's stock has surged nearly 347% since September 23, 2024 [4]. Drivers of Cambrian's Growth - The primary driver for Cambrian's stock price increase is the trend of domestic substitution in the semiconductor industry, particularly in AI chips, where Cambrian has established itself as a key player [6]. - Government policies supporting the semiconductor industry, especially AI chips, have enhanced market expectations for Cambrian's future growth [6]. - Optimism surrounding Cambrian's adjusted private placement plan, which reduced the total fundraising amount from 49.8 billion yuan to 39.9 billion yuan, has also contributed to the stock's rise [6]. Fundraising and Future Prospects - The adjusted fundraising will allocate 20.54 billion yuan for a chip platform project, 14.5 billion yuan for a software platform project, and 4.8 billion yuan for working capital [6]. - Analysts believe that the reduced dilution of shares and the likelihood of successful fundraising will enhance Cambrian's competitive position in the market [6]. AI Sector Developments - The AI sector is experiencing a boost following the release of Shanghai's implementation plan to accelerate the integration of AI with manufacturing, which is expected to enhance productivity [9]. - Companies like Huasheng Tiancheng and Zhongdian Xinlong have seen significant stock price increases, reflecting the positive sentiment in the AI sector [10]. Market Outlook - According to Citic Securities, the second half of the year typically sees a concentrated release of technologies in the domestic tech sector, with increasing demand for AI computing power and consumer electronics [11].

Group 1 - A-shares experienced significant activity with 87 stocks hitting the daily limit up and 2 stocks hitting the limit down on August 19 [1] - The non-ferrous metal and tungsten concept stocks were particularly active, with Zhongtung High-tech reaching the daily limit up [1] - The CPO concept stocks showed strength, with Cambridge Technology achieving two consecutive limit ups [1] Group 2 - Cell therapy concept stocks rose, with Jimin Health achieving four consecutive limit ups and Nanjing Xinbai hitting the daily limit up [1] - Notable stocks with consecutive limit ups included *ST Aowei with 9 limit ups in 10 days, and Huasheng Tiancai with 6 limit ups in 9 days [1] - Other stocks showing strong performance included Jintian Shares with 5 consecutive limit ups and Zhongdian Xindong with 4 limit ups in 6 days [1] Group 3 - *ST Gaohong faced a continuous decline with 7 consecutive limit downs, while *ST Nanzhi also hit the limit down [1] - The overall market sentiment reflected a mix of strong performers and struggling stocks, indicating varied investor interest across sectors [1]

中电鑫龙再度涨停，6个交易日内录得4个涨停，累计涨幅为59.90%，累计换手率为179.63%。截至 9:31，该股今日成交量8424.40万股，成交金额10.28亿元，换手率12.89%。最新A股总市值达92.07亿 元，A股流通市值81.32亿元。 证券时报·数据宝统计，两融数据来看，该股最新（8月18日）两融余额为3.81亿元，其中，融资余额 3.81亿元，较前一个交易日增加6748.78万元，环比增长21.51%，近6日累计增加6907.12万元，环比增长 22.13%。 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.08.18 | 5.90 | 49.39 | -31645.30 | | 2025.08.15 | 9.99 | 19.48 | 48925.58 | | 2025.08.14 | 3.08 | 51.08 | -21126.10 | | 2025.08.13 | 10.05 | 32.05 | -15747.96 | | 2025.08.12 | 10.03 | 14.75 | 414 ...

上市企业：皖能电力（000543）、国轩高科（002074）、中电兴发（002298）、铜冠铜箔（301217）、 淮河能源（600575）、恒源煤电（600971）、淮北矿业（600985）、新集能源（601918）、安孚科技 （603031）、皖天然气（603689）、科威尔（688551） 统计范围： 报告中的产量数据统计口径均为规模以上工业，其统计范围为年主营业务收入2000万元及以上的工业企 业。 由于规模以上工业企业范围每年发生变化，为保证本年数据与上年可比，计算产品产量等各项指标同比 增长速度所采用的同期数与本期的企业统计范围相一致，和上年公布的数据存在口径差异。 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 数据来源：国家统计局，智研咨询整理 相关报告：智研咨询发布的《2025-2031年中国能源行业市场研究分析及投资前景评估报告》 2025年5月，安徽省发电246.5亿千瓦时，同比下滑 ...

Group 1 - The core viewpoint of the news is the significant surge in military stocks in the A-share market, with multiple stocks hitting the daily limit up [1] - A press conference is scheduled by the State Council Information Office on August 20, 2025, to discuss preparations for a military parade, which may influence investor sentiment towards military-related stocks [1] Group 2 - Notable stocks that reached the daily limit include Gaolan Co., Zhongke Haixun, Lingyun Co., Tiantong Co., and several others, indicating strong market interest in the defense sector [1] - The table lists various companies with their respective stock performance, showing significant year-to-date gains, such as Kesh Technology with a 335.85% increase and Gaolan Co. with a 53.47% increase [2] - The MACD golden cross signal formation suggests a positive trend for these stocks, reinforcing the bullish sentiment in the military sector [2]

沪指涨1.18%创近10年新高，全市场近4500只个股上涨。飞龙股份等6股实现4连板，一图看懂>> 爱丽家居 4连板 PVC地板+北美工厂+外销 影视 《南京照相馆》《浪浪山小妖怪》等电影票房超 预期;《凡人修仙传》等剧集大爆 や智数媒 公司主营影视剧、电影投资制作发行等业务，发 行方面与中央电视台、湖南卫视、江苏卫视等电 视台以及天猫、腾讯等公司建立业务合作关系 华策影视 公司布局 "Al+剧本"，自研编剧助手、剧本评 估、视频检索，并拥有超5万小时音视频素材库, 主要用于训练自用垂直模型 慈文传媒 公司核心影视业务主要包括影视剧的投资、制作 及发行业务,推动《武林外史》《圆月弯刀》 《多情剑客无情剑》等五部微短剧开发制作；互 动剧方面,公司已与互影科技签署了战略框架合 作协议，双方将利用AI联合研发改编经典IP行生 互动剧 液冷服务器 OpenAl称未来5个月要将算力扩大一倍 强瑞技术 公司的液冷产品，主要用于液冷机柜服务器的性 能测试; 公司正在与中兴通讯、浪潮、中航光电 等客户拓展讲―先的合作 金田股份 4天4板 1、公司自主研发的铜热管、液冷铜管等产品已成 功导入多家头部企业算力服务器产品中。 2、 ...

Core Viewpoint - The TMT sector showed strong performance in the week of August 11-15, with all major industries except media outperforming the CSI 300 index, which rose by 2.37% [2] Group 1: TMT Sector Performance - The TMT sector's weekly performance was as follows: Communication increased by 7.66%, Electronics by 7.02%, Computers by 5.38%, and Media by 1.00% [2] - The top-performing sub-industries within the TMT sector included Communication Network Equipment and Devices (up 12.40%), Passive Components (up 12.32%), and Digital Chip Design (up 10.18%) [2] - The sub-industries with the largest declines were Film and Animation Production (down 3.08%), Education Publishing (down 0.61%), and General Publishing (down 0.07%) [2] Group 2: Individual Stock Performance - In the Electronics sector, the top three stocks by weekly increase were Shanghai Hejing (up 45.36%), Shengke Communication-U (up 38.94%), and Weirgao (up 34.76%) [2] - In the Computer sector, the top three stocks were *ST Huike (up 53.56%), Huasheng Tiancai (up 45.62%), and Zhongdian Xinlong (up 42.97%) [2] - In the Media sector, the top three stocks were Jishi Media (up 45.19%), Youzu Network (up 19.88%), and Zhejiang Wenlian (up 12.92%) [2] - In the Communication sector, the top three stocks were Hengbao Co. (up 49.23%), Guangku Technology (up 48.90%), and Beiwai Technology (up 41.12%) [2] Group 3: Semiconductor Industry Insights - Domestic wafer foundries, including SMIC and Hua Hong Semiconductor, reported better-than-expected Q2 2025 results, with SMIC achieving revenue of $2.209 billion, a 1.7% decline quarter-over-quarter, exceeding prior guidance [3] - SMIC's Q2 gross margin was 20.4%, also surpassing previous guidance of 18-20%, while Q3 revenue is expected to grow by 5-7% with a gross margin of 18-20% [3] - Hua Hong Semiconductor reported Q2 revenue of $566 million, a 4.6% quarter-over-quarter increase, aligning with its guidance [3] - Hua Hong's Q2 gross margin was 10.9%, exceeding its guidance of 7-9%, with Q3 revenue expected to be between $620-640 million and a gross margin of 10-12% [3] - Both companies are maintaining high utilization rates, indicating a recovery in domestic semiconductor demand, driven by analog chip orders and anticipated growth in power semiconductor demand in Q3 [3] - The overall gross margin is trending upward due to improved utilization rates and product mix optimization, suggesting a potential price increase in the second half of the year [3]