证券代码：300857 证券简称：协创数据 公告编号：2025-161 协创数据技术股份有限公司 关于公司为全资子公司提供担保的进展公告 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。 特别提示： 协创数据技术股份有限公司（以下简称"公司"）及控股子公司 对外提供担保总额超过公司最近一期经审计净资产的 100%，前述担 保均为对合并报表范围内单位提供的担保，处于公司可控范围内，敬 请广大投资者充分关注并注意投资风险。 同时，为满足子公司的日常经营的需要，同意公司及子公司为全 资子公司安徽协创物联网技术有限公司、协创数据技术（香港）有限 公司和 Sharetronic Data Technology (Thailand) Co., Ltd.等子 公司（含未来新设立或纳入合并报表范围的子公司）向银行等金融机 构申请的授信提供总额不超过人民币 280,000 万元或等值外币（含） 的担保，担保授权有效期间为自公司 2024 年度股东会审议通过之日 起至 2025 年度股东会召开之日止。实际担保金额、种类、期限等以 具体办理担保时与相关银行签订的担保合同或协议为准。 ...

人民财讯12月30日电，企查查APP显示，近日，协创云脉算力科技(深圳)有限公司成立，经营范围包 含：人工智能应用软件开发；网络与信息安全软件开发；人工智能基础资源与技术平台；数字技术服务 等。企查查股权穿透显示，该公司由协创数据（300857）全资持股。 ...

Group 1: Company Developments - Meta is acquiring AI startup Manus for over $2 billion, marking its third-largest acquisition since its inception, following WhatsApp and Scale AI [1] - Manus was valued at $2 billion prior to the acquisition as it sought new funding [1] Group 2: Industry Trends - The global AI development is showing a "bipolar evolution" trend, with the US focusing on "scale victory" through capital and computing power, while China is pursuing an "efficiency breakthrough" due to resource constraints [2] - China's AI applications are expected to benefit from open-source models, which could accelerate their implementation [3] - The AI industry is projected to experience a "J-shaped" explosion in computing power demand as the complexity of tasks increases, shifting the value focus from training to inference [2] Group 3: Market Performance - The CSI Artificial Intelligence Industry Index (931071) rose by 1.46% as of December 30, 2025, with notable gains from stocks like Postal Technology (688648) up 7.49% and Cambricon (688256) up 5.26% [1] - The AI ETF (515980) also saw an increase of 1.39% [1] Group 4: Investment Insights - The investment landscape for AI companies is currently less risky compared to the early internet era, with valuation levels and leverage rates comparable to those in 1992-1993 [2] - The HuaFu AI ETF (515980) provides balanced coverage across various AI sectors, making it a suitable investment tool for capturing opportunities in the AI industry [3]

Group 1 - The core viewpoint of the news highlights the strong performance of the China Securities Artificial Intelligence Theme Index, which rose by 1.18%, with notable gains in constituent stocks such as Cambricon (up 5.34%) and Chipone (up 5.25%) [1] - The AI Artificial Intelligence ETF also saw an increase of 1.33%, with the latest price reported at 2.2 yuan [1] - The robotics sector experienced a surge, potentially linked to rumors about the Trump administration considering an executive order on robots for 2026 and Tesla's Optimus project gaining traction in North America [1] Group 2 - Bank of China Securities noted that Tesla's FSD v14 upgrade enhances the recognition capabilities of emergency vehicles, road obstacles, and human gestures, marking a significant advancement in smart driving technology [2] - Samsung plans to apply its self-developed architecture to its GPU by 2027, aiming to create a complete ecosystem for edge AI products, including smart glasses and automotive SoCs [2] - The AI Artificial Intelligence ETF closely tracks the China Securities Artificial Intelligence Theme Index, which includes 50 listed companies involved in providing resources, technology, and application support for artificial intelligence [2] Group 3 - As of November 28, 2025, the top ten weighted stocks in the China Securities Artificial Intelligence Theme Index accounted for 63.92% of the index, including companies like Zhongji Xuchuang and Hikvision [3] - The AI Artificial Intelligence ETF has several off-market connections, including various classes of the Ping An China Securities Artificial Intelligence Theme ETF [3]

Group 1 - The market showed mixed performance in early trading, with growth styles being relatively strong, particularly in the communication and consumer electronics sectors [1] - The ChiNext Growth ETF (159967) rose over 1%, with top-performing stocks including Zhongji Xuchuang, Tianfu Communication, Xinyi Sheng, and Xiechuang Data [1] - From November 24 to December 30, the ChiNext Growth ETF outperformed the ChiNext Index by 8.2 percentage points [1] Group 2 - The ChiNext Growth ETF (159967) recorded a return of 19.38%, with an annualized return of 415.56% and a maximum drawdown of -7.81% [2] - The ChiNext Growth ETF tracks the growth index and constructs a portfolio of 50 stocks with good growth potential and active trading characteristics, making it suitable for positioning in a rebound or upward trend in the ChiNext market [2]

Group 1 - The A-share market showed mixed performance on December 30, with the Shanghai Composite Index down by 0.02%, while sectors such as petrochemicals, aerospace, and cultural media saw gains [1] - The consumer electronics sector was active, with the Consumer Electronics ETF (159732) rising by 0.45%. Notable individual stock performances included Zhaosheng Microelectronics up by 12.78%, Baiwei Storage up by 4.42%, and Xiechuang Data up by 3.64% [1] Group 2 - IDC reported that VITURE captured 28.1% of the U.S. AR market in Q3 2025, leading the market due to the launch of the VITURE Luma series XR glasses. Meta entered the rankings for the first time with a 16.8% market share, while RayNeo ranked third with 16.3% [3] - According to Galaxy Securities, the current PE-TTM for the consumer electronics sector is approximately 39 times, which is relatively low compared to other sectors within the electronics industry [3] - The Consumer Electronics ETF (159732) tracks the National Securities Consumer Electronics Index, primarily investing in 50 A-share listed companies involved in the consumer electronics industry, with significant focus on electronic manufacturing and optical optoelectronics [3]

Group 1 - The A-share technology sector is experiencing a rebound, with significant increases in 5G communication, robotics, artificial intelligence, and consumer electronics, particularly in automotive parts, which saw a rise of over 1% [1] - The AI ETF (515070) saw a notable increase, with stocks like Cambricon rising over 6%, alongside other companies such as Tuowei Information and Xiechuang Data [1] - The Jiangsu Province Artificial Intelligence Industry Development Conference held on the 27th in Nanjing announced a series of policies to promote the "Artificial Intelligence + Software" industry, aiming to establish Nanjing as a leading city in software industry intelligence [1] Group 2 - Guojin Securities highlighted that the computer sector, particularly the AI industry chain, intelligent driving, and overseas expansion, is currently experiencing high prosperity, with expectations for significant growth in the second half of the year [2] - Key development areas include edge AI hardware, consumer-facing overseas software, B2B services and manufacturing informationization, and G2G large model privatization deployment [2] - In specific segments, AI computing power and lidar maintain high prosperity, while AI applications are accelerating, and software outsourcing and financial IT are showing steady growth [2]

Group 1 - A-shares trading volume has rebounded, with significant movements in the technology sector, particularly in artificial intelligence, chips, and 5G communications [1] - The AI ETF (515070) saw a rapid increase in holdings, with stocks like Cambricon Technologies rising over 6%, and other companies such as Tuowei Information and Xiechuang Data also experiencing gains [1] - The automotive parts sector (562700) rose over 1%, with stocks like Siling Zhichu increasing over 13%, and other companies such as Wuzhou Xinchun and Xinquan Co. also seeing substantial increases [1] Group 2 - The central bank stated that artificial intelligence is becoming a crucial engine for high-quality development across various industries, emphasizing its role in the digital transformation of finance [1] - The "14th Five-Year Plan" suggests the comprehensive implementation of the "AI+" initiative to seize the high ground in AI industry applications, with a focus on deepening and expanding AI governance [1] - According to Xinda Securities, the year-end market will rapidly rotate around policies and themes, recommending an increase in value sector allocations, with potential structural rebounds in previously lagging sectors [1] Group 3 - The Smart Car ETF (159888) closely tracks the CS Smart Car index, with constituent stocks primarily distributed across electronics, computers, automotive, and communications sectors, showcasing strong technological attributes [2] - The Automotive Parts ETF (562700) tracks the CSI Automotive Parts Theme Index, covering high-quality parts companies in various automotive fields, benefiting from the trends of electrification and intelligence in the automotive industry [2] - The AI ETF (515070) tracks the CS AI Theme Index, selecting stocks that provide technology, foundational resources, and applications in AI, focusing on the midstream and upstream of the AI industry chain [2]

Group 1 - The core viewpoint of the news highlights the significant growth and commercialization potential of AI applications in China, particularly with the announcement of Volcano Engine as the exclusive AI cloud partner for the 2026 Spring Festival Gala [1] - The Zhongzheng Artificial Intelligence Theme Index (930713) increased by 0.66%, with notable stock performances from companies such as Tuowei Information (up 9.80%) and Cambrian (up 5.86%) [1] - The AI ETF (512930) also saw an increase of 0.88%, indicating a positive market sentiment towards AI-related investments [1] Group 2 - The Zhongzheng Artificial Intelligence Theme Index comprises 50 listed companies that provide essential resources, technology, and application support for AI, reflecting the overall performance of AI-related securities [2] - As of November 28, 2025, the top ten weighted stocks in the index accounted for 63.92% of the total index weight, with companies like Zhongji Xuchuang and Hikvision among the leaders [2] - The AI ETF has various connection options for investors, including multiple classes of funds for different investment strategies [2]

Group 1 - The core point of the news is the significant growth in the AI sector, highlighted by the performance of the Yongying AI ETF, which rose by 1.41% with over 40 million CNY in net subscriptions [1][2] - The Yongying AI ETF (159141) is the first of its kind, focusing on the AI industry chain, covering upstream chip and optical module sectors, midstream large models and cloud computing, and downstream applications, with over 78% allocation in AI chips, optical modules, and cloud computing [3][4] - The implementation of national standards for AI large models marks a significant step in establishing a technical evaluation system, filling a gap in the industry [2][3] Group 2 - The demand for high-speed optical modules is strong, driven by the need for AI infrastructure, which is expected to lead to rapid growth in the global optical module market [3] - Chinese manufacturers have secured seven out of the top ten positions in the global optical module market, indicating a strengthening dominance [3] - The "Artificial Intelligence +" initiative is integrated into the 14th Five-Year Plan, aiming for deep integration of AI across various sectors, with targets set for 2027 and 2030 regarding the prevalence of new intelligent terminals and applications [3]