8月11日，山西三立期货成功完成DCE X-One信创主用交易系统的全面上线工作，成为国内期货行业首 家采用全栈信创技术作为主席主用交易系统的期货机构。此次升级不仅标志着国内期货行业在核心技术 自主可控领域迈出了关键一步，体现了对国家信创战略的积极践行，为后续期货行业技术升级提供了示 范样本。 近年来，我国高度重视信息技术应用创新（即信创）产业发展，强调关键核心技术自主可控的重要性。 2022年，国务院国资委79号文明确要求，到2027年央企国企全面完成信创替代。金融行业作为国民经济 的重要支柱，在我国"2+8+N"信创体系中占据关键地位，其信息系统安全直接关系到国家经济安全。 期货日报记者了解到，在此背景下，作为民营企业的山西三立期货积极响应国家信创战略及国务院国资 委79号文要求，此次上线的DCE X-One系统从服务器硬件到操作系统、数据库等关键组件均实现国产 化，构建起一套完整、自主可控的技术体系，有效降低了对外部技术的依赖，为行业信创转型探索出了 一条可行之路。 "为确保系统切换平稳顺利过渡，我们制订了详细的切换计划，以近一年交易时长为维度，将客户分为 活跃客户和非活跃客户两大类，选择市场影响最小的 ...

新一轮科技革命和产业变革风起云涌,正在重构全球创新版图和重塑全球经济结构。为迎接这历史性的 挑战,推进中国式现代化,我国创造性地提出新质生产力概念,当前新质生产力已成为推动经济高质量发展 的关键因素。《政府工作报告》明确要求"大力推进现代化产业体系建设,加快发展新质生产力";中央经 济工作会议也强调:"以颠覆性技术和前沿技术催生新产业、新模式、新动能,发展新质生产力。" 在这样的背景之下,金融科技行业迎来了全新的机遇和挑战。中国银行研究院研究员梁斯表示,金融服务 科技创新需要持续创新业务模式,丰富产品手段,更好服务科技创新发展。作为平安集团科技能力的唯一 输出窗口,金融壹账通依托平安集团的金融经验及自主科研能力,已形成了人工智能、大数据、信息安全 等核心技术,并利用"技术+业务"的独特优势提供高质量的金融科技供给,助力金融企业以新质生产力提质 增效,推动金融行业的高质量发展。 深挖数据资产价值,助力企业数智化转型 数字金融能够扩大金融服务覆盖面,提升金融服务体系效率,助力加快形成新质生产力,2023年中央金融工 作会议首次提出做好数字金融等"五篇大文章"。近年来,国资委、中国银保监会办公厅、国家数据局等 先后 ...

8月11日，沪深两融数据显示，中国高科上周累计获融资净买入额2999.86万元，居两市第266位，上周 融资买入额1.62亿元，偿还额1.32亿元。 中国高科所属概念板块包括：教育、北京板块、融资融券、机构重仓、信创、职业教育、化债(AMC)概 念、在线教育、长江三角、创投。 资金流方面，中国高科近5日主力资金流出1.56亿元，区间跌幅11.55%；近10日主力资金流出3740.17万 元，区间跌幅0.97%。 通过天眼查大数据分析，中国高科集团股份有限公司共对外投资了28家企业，参与招投标项目25次，知 识产权方面有商标信息34条，专利信息6条，此外企业还拥有行政许可4个。 来源：金融界 天眼查商业履历信息显示，中国高科集团股份有限公司，成立于1992年，位于北京市，是一家以从事纺 织业为主的企业。企业注册资本58665.6002万人民币，实缴资本58665.6002万人民币。公司法定代表人 为聂志强。 ...

今日（8.11）A股集体飘红，AI智能体板块普遍回升，软件、信创涨幅居前。软件50ETF（159590）涨超2.2%，信创50ETF （560850）涨近2%。资金再度看好，上一交易日软件50ETF（159590）净流入超1200万元，信创50ETF（560850）净流入超 2100万元。 软件50ETF（159590）标的指数成分股多数上涨：炒股软件概念活跃，同花顺涨超8%，大智慧涨超6%，指南针涨近5%。其 他热门个股中，东方国信涨超5%，四方精创、恒生电子涨超2%。 信创50ETF标的指数成份股消息面，云天励飞发布公告，已向香港联交所递交发行境外上市股份（H股）并在港交所主板挂牌 上市的申请。这意味着，继 2023 年登陆科创板之后，云天励飞正迈向 "A+H" 双重上市的新阶段，加快国际化资本布局。根 据招股书，云天励飞是国内排名前二的 NPU 驱动的 AI 推理芯片相关产品及服务提供商。 招商证券指出，当地时间8月7日，OpenAI正式发布GPT-5，新模型在编程、数学、写作、健康、视觉感知等方面都具备业界 领先的性能，在减少幻觉（错误生成）、提升指令执行能力、降低"逢迎"倾向方面都有重大进展。 招商 ...

8月8日，市场盘整，聚焦信息技术自主可控领域的信创ETF基金（562030）随市回调，场内价格跌超2%！成份股尽墨，仅成都华微、京北方逆市飘红。具 体来看，普元信息跌超7%，致远互联、卓易信息、用友网络、福昕软件等个股跌逾6%，跌幅居前。 | | स्त्रेस्ये | | 多日 1分 5分 15分 30分 | ୧୦સ્ત્ર 日 | 周 月 更多 | | | | | F9 智前帮后 | 膏加 九转 圆线 丁具 <> (2) | | 信创日 11 章 金 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | | | 562030[信创ETF基金] 10:00 价 1.018 涨跌 -0.024(-2.30%) 均价 1.023 成交量 112 IOPV 1.0176 | | | | | | 2025/08/08 | | | | A | 1.067 | | | | | | | | | | | 2.40% | | | | 时图 | 1.055 | | | ...

Market Overview - A-shares have regained upward momentum, with the Shanghai Composite Index reaching a new high since October 8 of last year [1] - The CSI 1000 index has also performed strongly, hitting a new high not seen in over two years [1] - Weekly trading volume decreased to 8.48 trillion yuan [1] Fund Inflows - The machinery equipment sector has seen significant net inflows, with over 43.7 billion yuan this week and over 101.1 billion yuan in the last 20 trading days [1] - The electronics sector attracted over 25.6 billion yuan this week, with 91.2 billion yuan in the last 20 trading days [1] - Other sectors such as defense, automotive, non-ferrous metals, and power equipment also received over 10 billion yuan in net inflows this week [1] Financing Activities - Margin traders have net bought over 32.6 billion yuan this week, marking the seventh consecutive week of net purchases exceeding 10 billion yuan [1] - Total net purchases over the past seven weeks have reached over 197.9 billion yuan, with margin balances nearing 2 trillion yuan, the highest in nearly a decade [1] - The electronics sector saw over 6 billion yuan in net purchases, while machinery equipment and biopharmaceuticals received over 5 billion yuan and 4.3 billion yuan, respectively [1] Sector Performance - The defense and military industry, brain-computer interface, rare earth permanent magnets, and electronic consumption sectors have shown strong performance, with several indices reaching historical highs [2] - The engineering machinery sector has maintained good momentum, with a year-to-date increase of 26.86% [2] - Notable stocks in the engineering machinery sector have seen significant gains, with Hengli Drilling Tools up over 286% this year [2] Sales Data - The China Construction Machinery Association reported that excavator sales are expected to reach 17,138 units by July 2025, a year-on-year increase of 25.2% [2] - Domestic sales are projected to be 7,306 units, up 17.2%, while exports are expected to reach 9,832 units, up 31.9% [2] - For the first seven months of 2025, total excavator sales reached 137,658 units, a 17.8% increase year-on-year [2] Price Adjustments - The gas sector has experienced a continuous five-day increase, with several companies reaching new highs [3] - Natural gas prices have been raised in multiple regions due to rising costs, with specific increases in Haikou and Guangzhou [3] - Leshan Electric announced price adjustments for residential gas, effective September 1, 2025, with increases ranging from 0.1 to 0.15 yuan per cubic meter [3] Market Outlook - Zhongyuan Securities warns of potential short-term technical adjustment pressures, but the medium-term upward trend remains intact [4] - CITIC Construction Investment notes that as deposit rates decline, more funds are shifting from low-risk bank deposits to higher-yielding assets like stocks and funds [4] - The market is transitioning to the second phase of a bull market, characterized by fundamental improvements and significant inflows into growth sectors [4]

Core Viewpoint - The company has established a market value management system and is actively implementing it to enhance its market presence both domestically and internationally [2] Group 1: Domestic Market Strategy - The company is seizing opportunities in the domestic market related to the "信创" initiative to expand its market scale [2] - The company is focused on increasing its market share by leveraging domestic growth opportunities [2] Group 2: International Market Strategy - The company is pursuing collaborations with well-known international financial institutions to enhance its international market presence [2] - The company believes that the improvement in the internationalization of its products will lead to a qualitative leap in its international business [2]

海通国际研报指出，景嘉微持续保持高研发投入追求技术领先，产品方面景宏GPU、显卡JM11双线布 局，内部管理体系变革推动企业创新。公司坚定看好GPU未来广阔的发展前景，坚定不移地投入GPU研 发，全力推进由"专用"到"专用+通用"的发展战略，瞄准GPU在人工智能领域的应用方向，持续开展高 性能GPU、模块及整机等产品的研发。公司成功研发了景宏系列高性能智算模块与整机产品，填补了公 司在AI训练、AI推理和科学计算等应用领域的产品空白，为公司未来在人工智能领域的持续发力奠定 基础。公司受下游需求影响，叠加高研发投入，业绩波动较大，未来预计在AI、信创驱动下逐步修 复，公司2025-2027年EPS预测为0.06/0.20/0.39元，考虑到下游修复预期，给予高于均值溢价，2025年65 倍PS（原为2024年40x），目标价86.50元（-18%），维持"优于大市"评级。 ...

Group 1: AI and Innovative Drug Sectors - The A-share AI sector and Hong Kong innovative drug sector experienced significant gains, with several stocks like Zai Ding Pharmaceutical rising over 25% and others like CSPC Pharmaceutical and Innovent Biologics increasing over 10% [2] - Over 1,000 non-cash ETFs rose, with AI-themed ETFs from Huabao, Southern, Guotai, and Huaxia collectively increasing over 6% [2] - The innovative drug sector's ETFs, such as E Fund and Huatai-PB, have seen cumulative gains exceeding 50% this year [2] Group 2: Bond ETF Growth - As of June 6, the total scale of 29 bond ETFs surpassed 300 billion yuan, with an increase of over 130 billion yuan since the beginning of the year [5] - The development of bond ETFs has accelerated, with significant growth observed in newly issued credit bond ETFs [6] - The bond ETF market is expected to enter a new development phase, supported by regulatory backing and increased investor acceptance [7] Group 3: Capital Inflows and Outflows - The 信创 (Xin Chuang) themed ETFs attracted over 4.5 billion yuan in net inflows, with the Huaxia ETF leading with over 1.8 billion yuan [3] - Other ETFs, such as the 嘉实 (Jia Shi) and 华泰柏瑞 (Huatai-PB) ETFs, also saw significant capital inflows, with net inflows of 766 million yuan and 598 million yuan respectively [4] - Conversely, the Hong Kong innovative drug ETFs experienced notable capital outflows, with over 600 million yuan leaving the market [4]

Group 1 - The Zhongzheng Information Technology Application Innovation Industry Index has decreased by 2.86% as of August 8, with major stocks like Foxit Software and Yonyou Network leading the decline [1] - The Xinchang ETF (562570) has seen a trading price of 1.32 yuan, with a recent weekly increase of 1.42%, outperforming comparable funds [1] - The trading activity for Xinchang ETF (562570) is robust, with a turnover rate of 14.45% and a transaction volume of 91.31 million yuan on August 7 [1] Group 2 - Several banks have recently issued tenders for data platform construction and Xinchang transformation projects, including Shanghai Pudong Development Bank and Zhejiang Commercial Bank [2] - North American tech giants are expected to increase capital expenditures, with Meta and Microsoft planning to invest hundreds of billions in AI computing centers, which will drive demand in the computing industry chain [2] - China has developed 1,509 large models, leading globally, which is expected to enhance demand in related industry chains [2] Group 3 - The Xinchang ETF (562570) tracks the Zhongzheng Information Technology Application Innovation Industry Index, focusing on leading companies in AI, data computing, industrial software, and information security [3]