人工智能AIETF（515070）跟踪CS人工智能主题指数（930713），成分股选取为人工智能提供技术、 基础资源以及应用端个股，聚集人工智能产业链上中游，俗称"机器人"大脑"缔造者"，万物互联"地 基"。前十大权重股包括中际旭创、新易盛、寒武纪-U、中科曙光、科大讯飞、豪威集团、海康威视、 澜起科技、金山办公、紫光股份等国内科技龙头。 随着周四凌晨英伟达财报发布，AI硬件震荡走强，光模块等纷纷回暖，人工智能AIETF（515070）持仓 股新易盛涨超3%，合合信息、北京君正、星宸科技等个股上涨明显，人工智能AIETF盘中震荡，成交 额突破1.2亿元。 （文章来源：每日经济新闻） 消息方面，Anthropic发布了Claude Sonnet 4.6模型，新模型在编程、Agent规划和计算机使用等办公场景 性能显著提升，拥有100万token的上下文窗口，能以一次调用重构整个代码库。模型能力正从"通 用"向"专业场景深度优化"演进。该模型通过超大上下文窗口，能一次性处理极长代码库或文档，专为 程序员、数据分析师等知识工作者设计，旨在成为终极生产力工具。 中信建投认为：春节后至两会前是传统的"春季行情"高胜率区 ...

数据显示，截至2026年1月30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、新易 盛、寒武纪、澜起科技、科大讯飞、中科曙光、海康威视、豪威集团、芯原股份、金山办公，前十大权 重股合计占比57.27%。 截至2026年2月25日 13:01，中证人工智能主题指数(930713)上涨0.18%，成分股新易盛上涨4.25%，寒武 纪上涨3.03%，中际旭创上涨2.66%，和而泰上涨2.56%，星宸科技上涨2.37%。AI人工智能ETF(512930) 上涨0.18%，最新价报2.28元。 半导体产业链震荡走强，消息面上，日本半导体材料厂Resonac宣布自3月1日起调涨铜箔基板 （CCL）、黏合胶片等印刷电路板（PCB）材料售价、涨幅达30%以上。此外，2月11日，北京大学联 合电子学院团队成功构建全球首个基于集成光量子芯片的大规模量子密钥分发网络，实现量子通信芯片 级全功能集成与网络化部署。 国金证券指出，半导体设备行业呈现出三大核心逻辑：行业规模超预期增长：2025年全球半导体销售额 达到7917亿美元，同比增长25.6%，远超WSTS早前11%的预测，主要由AI算力需求的爆发驱动。预计 ...

Group 1: Financial Performance - Hengyu Environmental reported a revenue of 294 million yuan for 2025, an increase of 89.87%, and a net profit of 35.93 million yuan, up 106.25% [1] - Zhongke Shuguang achieved a revenue of 14.97 billion yuan in 2025, growing by 13.86%, with a net profit of 2.113 billion yuan, reflecting a 10.54% increase [2] - Oat Technology's revenue reached 619 million yuan, marking a 24.33% growth, and a net profit of 137 million yuan, up 42.63% [4] - Yongxi Electronics reported a revenue of 4.4 billion yuan, a 21.92% increase, with a net profit of 82.24 million yuan, up 23.99% [5] Group 2: Shareholder Actions - Yashida Optoelectronics announced that a shareholder plans to reduce holdings by up to 1.6 million shares, representing no more than 0.976% of the total share capital [3] - Yuanli Co. intends to repurchase shares worth 50 to 60 million yuan for employee stock ownership plans, with a maximum repurchase price of 20 yuan per share [6] - Conch Cement's controlling shareholder plans to increase holdings by 700 million to 1.4 billion yuan [7] - Huaneng Hydropower's controlling shareholder plans to increase holdings by 100 to 150 million yuan [8] Group 3: Corporate Announcements - Baotai's drug application for Darpobatin injection has been accepted by the National Medical Products Administration [14] - Changchun High-tech's subsidiary received approval for clinical trials of GenSci141 ointment [15] - Tongwei Co. is planning to acquire 100% of Lihua Qingneng, with stock trading suspended for up to 10 trading days [16] - Guoyao Modern's application for the raw material drug Minaprine has been approved [20] Group 4: Market Activities - Kaipu Cloud announced the termination of the acquisition of Nanning Taike [21] - Boji Pharmaceutical plans to reduce its holdings by up to 0.69% of the total share capital [23] - ST Renfu intends to issue shares to its controlling shareholder to raise 3 to 3.5 billion yuan for innovative drug development projects [24] - Huayi Technology submitted an application for H-share issuance and listing on the Hong Kong Stock Exchange [25]

2月25日，曙光信息产业股份有限公司（证券代码：603019，证券简称：中科曙光）发布2025年度业绩快报公告。公告显示，公司2025年营业收入稳步增 长，归属于上市公司股东的扣除非经常性损益的净利润实现显著提升，反映出公司主营业务盈利能力持续增强。 根据未经审计的初步核算数据，2025年度中科曙光实现营业总收入149.7亿元，较上年同期的131.48亿元增长13.86%；营业利润为24.51亿元，同比增长 7.16%；利润总额为24.48亿元，同比增长6.89%。 归属于上市公司股东的净利润为21.13亿元，同比增长10.54%；归属于上市公司股东的扣除非经常性损益的净利润达到17.85亿元，较上年同期的13.72亿元大 幅增长30.17%，成为本次业绩快报中的突出亮点。基本每股收益为1.45元，同比增长10.69%。 在资产规模方面，截至本报告期末，公司总资产为411.83亿元，较年初增长12.47%；归属于上市公司股东的所有者权益为221.61亿元，同比增长8.62%。 对于报告期的经营表现，中科曙光在公告中作出说明：报告期内，公司通过持续优化产品结构、为客户提供多样化、高质量的解决方案，不断提升运营效 ...

截至2026年2月25日 09:32，中证人工智能主题指数(930713)下跌0.30%。成分股方面涨跌互现，星宸科 技领涨4.17%，协创数据上涨1.23%，拓维信息上涨1.21%；芯原股份领跌4.09%，昆仑万维（维权）下 跌2.75%，北京君正下跌2.47%。AI人工智能ETF(512930)下跌0.40%，最新报价2.27元。 资金流入方面，AI人工智能ETF最新资金净流入3194.73万元。拉长时间看，近4个交易日内有3日资金 净流入，合计"吸金"1.25亿元，日均净流入达3118.97万元。（数据来源：Wind） 上个马年沪指涨近60%！新年新福利来了，炒股排面要拉满，新号启幸运>> 消息面上，全球最大AI开源社区Hugging Face公布新一期开源大模型榜单，阿里最新开源的原生多模态 模型千问3.5登顶全球榜首。在最新一期Hugging Face模型榜单前十中，有8款来自中国团队，涵盖阿里 巴巴、智谱、MiniMax、月之暗面等多家机构。 中信证券研报指出，2026春节期间，国产大模型token调用量井喷，截至2月22日此前一周的全球大模型 token用量中，前三甲均为国产大模型。token的 ...

2月25日，A股三大股指小幅高开，其中沪指涨0.15%，报4123.78点，深成指涨0.21%，报14322.24点， 创业板指涨0.15%，报3313.09点，科创50指数涨0.21%，报1468.51点。磷化工、小金属概念股涨幅居 前，磷化工板块延续昨日强势，澄星股份2连板，和邦生物、金正大、六国化工、川金诺、云天化跟 涨；影视院线板块盘初走低，博纳影业、横店影视开盘跌停，中国电影、光线传媒、幸福蓝海跌幅居 前。昨日A股市场冲高回落，创业板指盘中一度涨超2%，沪深两市成交额达2.2万亿，全市场超4000只 个股上涨，其中109只个股涨停，市场活跃度较高。 盘面上，市场焦点股豫能控股（4板）高开4.69%，化工板块美邦股份（4板）竞价涨停、金牛化工（7 天4板）高开3.59%，AI应用端的风语筑（6天4板）低开3.27%、罗曼股份（2板）高开1.27%，商业航天 概念股顶固集创（创业板6天3板）高开4.71%，并购重组的韩建河山（9天5板）低开0.54%，光伏板块 协鑫集成（9天5板）高开2.74%，电网设备板块汉缆股份（3板）高开5.10%，玻纤概念股宏和科技（4 天3板）高开4.74%、山东玻纤（4天3 ...

Group 1: Market Trends and Risks - Roman Shares and Meibang Shares have experienced significant short-term stock price increases, indicating potential market sentiment overheating and irrational speculation risks [1][1] Group 2: Project Investments - Dazhu Laser plans to invest $150 million to establish an overseas operation center in Southeast Asia [1] - Bohai Leasing's subsidiary Avolon intends to sell aircraft leasing assets worth approximately 11.061 billion yuan [1] Group 3: Contract Awards - Fengfan Shares has won a bid for a project with Southern Power Grid valued at approximately 184 million yuan [1] - ST Songfa's subsidiary has signed contracts for the construction of two Capesize bulk carriers [1] Group 4: Financial Performance - Zhongke Shuguang expects a net profit of 2.113 billion yuan for 2025, representing a year-on-year increase of 10.54% [2] - Zhongjiao Technology anticipates a net profit of 156 million yuan for 2025, up 86.13% year-on-year [2] - Sry New Materials forecasts a net profit of 154 million yuan for 2025, reflecting a 35.04% year-on-year growth [2] - Wen's Shares projects a net profit of 5.235 billion yuan for 2025, down 43.59% year-on-year [2] Group 5: Equity Acquisitions - Changxin Bochuang plans to acquire 93.8108% equity in Shanghai Honghui Optical Communication Technology [3] - Shenlian Bio intends to acquire controlling rights of Shizhi Source for 237 million yuan and to develop new business [3] - Tongwei Co. plans to purchase 100% equity of Lihua Qingneng, with stock suspension [3] Group 6: Share Buybacks - Kaipu Cloud plans to repurchase shares worth 50 million to 100 million yuan [3] - Zhongshun Jierou intends to buy back shares worth 60 million to 120 million yuan [3] - Yuanli Co. plans to repurchase shares worth 50 million to 60 million yuan [3] Group 7: Shareholding Changes - Conch Cement plans to increase its A-share holdings by 700 million to 1.4 billion yuan [3] - Fushi Holdings' Song Chunqing intends to reduce holdings by no more than 2% [3] - Zhixin Precision's director Zhang Guojun plans to reduce holdings by no more than 1.8562% [3] - Yashida Optoelectronics' director Lin Xuefeng plans to reduce holdings by no more than 0.976% [3] Group 8: Other Developments - ST Renfu plans to raise 3 billion to 3.5 billion yuan through a private placement to its controlling shareholder, Zhaoshang Biotechnology [4] - ST Xiangxue has received a decision to extend the pre-restructuring period [4] - Kaipu Cloud has terminated a major asset restructuring [4]

登录新浪财经APP 搜索【信披】查看更多考评等级 重要新闻 2. 商务部：中方愿与美方在将于近期举行的第6轮中美经贸磋商中开展坦诚磋商 商务部新闻发言人24日就美近期关税调整举措答记者问时表示，中方正密切关注并将全面评估美方相关 举措，后续将视情适时决定调整针对美方原芬太尼关税和对等关税的反制措施。中方将保留采取一切必 要措施的权利，坚决捍卫自身合法权益。中方愿与美方在将于近期举行的第6轮中美经贸磋商中开展坦 诚磋商。 3. 国常会：进一步释放银发消费需求，打造一批银发消费新场景新业态 国务院总理李强2月24日主持召开国务院常务会议。会议指出，我国银发经济潜力很大，要完善支持举 措、强化政策落实，促进养老事业和养老产业发展，为应对人口老龄化提供有力支撑。要进一步释放银 发消费需求，提升消费能力，发挥消费补贴等政策牵引作用，打造一批银发消费新场景新业态。要推动 普惠养老服务供给提质扩面，健全分级分类、普惠可及、覆盖城乡、持续发展的养老服务体系，更好保 障老有所养。要加强养老机构安全管理，及时排查化解风险隐患，严厉打击虚假宣传、非法集资和养老 诈骗等行为，切实维护老年群体合法权益。 (央视新闻) 4. 大疆起诉美 ...

【重要事项】 海螺水泥：控股股东海螺集团拟7-14亿元增持公司股份 【业绩】 责任编辑：山上 通威股份：拟发行股份及现金收购青海丽豪清能100%股权并停牌筹划交易 恒瑞医药：SHR-1918注射液上市许可申请获国家药监局受理并纳入优先审评 ST人福：拟向控股股东定增募资不超35亿元 长芯博创：拟收购上海鸿辉光联通讯技术有限公司93.81%股权 布局光通信领域产业链上游 渤海租赁：控股子公司出售24架附带租约的飞机租赁资产 市场价格约为15.89亿美元 申联生物：拟2.37亿元收购世之源控股权并开展创新药业务 赛诺医疗：子公司产品Ghunter颅内取栓支架获得欧盟CE MDR认证 大族激光：拟1.5亿美元在东南亚设立海外运营中心 *ST松发：下属公司恒力造船2艘好望角型散货船建造合同于近日签约生效 韶能股份：全资子公司与元碳公司签订独立储能电站项目用地及电厂资源合作协议 光线传媒：电影《飞驰人生3》累计票房29.26亿元（营收4300-5300万元）；《惊蛰无声》票房8.67亿元 （营收520-660万元） 幸福蓝海：来源于两部影片《飞驰人生3》《熊出没：年年有熊》的营业收入共计约为79万元-102万元 华智数 ...

Economic Policies and Market Trends - The Chinese government emphasizes the development of the silver economy and elderly care services, aiming to enhance consumption capacity and create new consumption scenarios for the aging population [1] - The People's Bank of China plans to conduct a 600 billion yuan MLF operation to maintain liquidity in the banking system, marking a net injection of 300 billion yuan through MLF in February [1] - The domestic fuel prices have increased, with gasoline and diesel prices rising by 175 yuan/ton and 170 yuan/ton respectively, leading to retail prices of 6.7-6.9 yuan/liter for diesel and 7.0-7.1 yuan/liter for 92-octane gasoline [2] Capital Market Developments - Insurance institutions are optimistic about domestic investment assets, particularly stocks and securities investment funds, with a slight increase in A-share allocation expected by 2026 [4] - The Hong Kong stock market shows signs of recovery, with a notable performance in the semiconductor sector, driven by AI advancements and upcoming earnings disclosures [4] - Bitcoin and other cryptocurrencies have seen a decline, with Bitcoin dropping below $63,000 and the overall cryptocurrency market losing over $48 billion in value [6] Industry Highlights - The lithium carbonate market experienced a significant surge, with prices rising over 11%, attributed to bullish reports from top investment research firms [9] - The robotics sector is advancing with the launch of a new quadruped robot by Yushu Technology, showcasing enhanced performance and capabilities [9] - The storage chip market is expected to see price increases throughout the year, driven by AI and computing demands, with China's industry growth playing a crucial role [10] Company-Specific News - Dongyangguang is planning to acquire control of Yichang Dongshu No.1 Investment Co., with the transaction expected to constitute a major asset restructuring [11] - Tongwei Co. is set to purchase 100% of Qinghai Lihua Qing Energy Co. through a share issuance and cash payment, without changing its controlling shareholder [11] - AMD's stock surged over 7% following a significant chip agreement with Meta, involving the deployment of high-performance GPUs in AI data centers [6]