9月24日，宏景科技盘中上涨2.02%，截至10:44，报76.60元/股，成交3.34亿元，换手率5.87%，总市值 117.59亿元。 资料显示，宏景科技股份有限公司位于广东省广州市黄埔区映日路111号，成立日期1997年3月7日，上 市日期2022年11月11日，公司主营业务涉及面向政府机关、事业单位、企业等客户,在智慧民生、城市 综合管理、智慧园区三大领域提供包括智慧医疗、智慧教育、智慧社区、智慧楼宇、智慧政务、智慧园 区等智慧城市解决方案。主营业务收入构成为：算力服务91.28%，智慧城市业务8.72%。 宏景科技所属申万行业为：计算机-IT服务Ⅱ-IT服务Ⅲ。所属概念板块包括：年度强势、云计算、人工 智能、算力概念、物联网等。 截至7月31日，宏景科技股东户数2.68万，较上期减少12.10%；人均流通股2842股，较上期增加 13.77%。2025年1月-6月，宏景科技实现营业收入11.88亿元，同比增长567.14%；归母净利润6028.04万 元，同比增长725.73%。 资金流向方面，主力资金净流出193.70万元，特大单买入2939.65万元，占比8.80%，卖出2700.41万元， 占 ...

Market Overview - The A-share market opened lower, with the Shanghai Composite Index down 0.45% at 3804.48 points, the Shenzhen Component down 0.63% at 13037.08 points, and the ChiNext Index down 0.79% at 3089.90 points [5][6] - The oil and gas sector showed strong performance, with stocks like Quan Oil Co. hitting the daily limit, and Tongyuan Petroleum and Keli Co. rising over 7% [3][5] Sector Performance - The communication equipment sector collectively opened lower, with stocks such as Dingxin Communication down over 9% and Tianfu Communication down over 5% [4][5] - The energy sector, particularly oil and gas extraction, saw a positive increase of 2.57%, while the communication equipment sector experienced a decline of 1.42% [6] Hong Kong Market - The Hong Kong market also opened lower, with the Hang Seng Index down 0.33% and the Hang Seng Tech Index down 0.54%. Notably, Baidu's stock fell nearly 5% [7]

Group 1 - Oil and gas stocks are active in early trading, with Junyou Co. hitting the daily limit, and Tongyuan Petroleum and Keli Co. rising over 7% [1] - The A-share market opened lower, with the Shanghai Composite Index down 0.45% at 3804.48 points, and the Shenzhen Component Index down 0.63% at 13037.08 points [3][4] - The shipping index (European line) saw its main contract increase by 3%, currently reported at 1118.0 points [6] Group 2 - The CPO and communication equipment sectors opened collectively lower, with Dingshin Communications dropping over 9% and Tianfu Communications down over 5% [2] - The Hang Seng Index fell by 0.33%, with the technology sector weakening, notably Baidu dropping nearly 5% [4]

市场早盘震荡走弱，盘中集体翻绿，全市场超4900只个股下跌。截至午间收盘，沪指跌1.23%，深成指 跌1.84%，创业板指跌1.75%。沪深两市半日成交额1.7万亿，较上个交易日放量3539亿。 盘面上，银行方向逆势上涨，南京银行涨超4%；港口航运概念股震荡拉升，南京港、宁波海运等涨 停；摩尔线程概念股反复活跃，和而泰、联美控股等封板；半导体产业链局部活跃，硅片等材料方向涨 幅居前，立昂微、沪硅产业涨停或涨超10%；黄金股盘初走高，晓程科技一度涨超8%；生肖炒作逆势 升温，"马"字辈上涨，福龙马强势4连板，飞马国际直一度触及涨停。 跌幅方面，旅游酒店板块盘初重挫，云南旅游跌停；华为产业链集体走低，网达软件、开普云跌停或跌 逾10%；房地产、租售同权板块集体下行，香江控股、津投城开等跌超8%；医药医疗股持续调整，博 瑞医药跌近9%，美迪西跌近7%。 焦点股方面，天普股份再度涨停走出15连板，天普股份9月22日公告，公司股票连续14个交易日涨停， 累计上涨279.73%，目前公司股价已严重偏离上市公司基本面。 展望后市，中金公司研报指出，近期A股仍在短线调整期，不改中期趋势。本轮行情可能更具备"长 期"、"稳进" ...

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index up 0.07%, Shenzhen Component Index up 0.17%, and ChiNext Index down 0.09% as of midday [1] - The total trading volume in the three major markets reached 13,556 billion yuan, a decrease of 1,552 billion yuan compared to the previous day [1] - Over 3,400 stocks in the market experienced declines [1] Sector Performance - The computing power concept stocks surged, with notable gains in companies like Haiguang Information up over 11% and several others hitting the 10% limit up [1] - The semiconductor sector saw strong performance, with stocks like Lixun Precision and Industrial Fulian reaching new highs [1] News and Developments - Major domestic tech companies such as Alibaba and Baidu are entering the chip development space, while Huawei announced a timeline for its Ascend chip iteration [1] - Semiconductor companies like SMIC and Huahong Semiconductor expressed optimistic outlooks for future orders, with reports indicating an increase in orders for Chipone Technology [1] - The domestic GPU leader, Moore Threads, is set to have its IPO on the Sci-Tech Innovation Board this week [1] - OpenAI has reportedly engaged with Lixun Precision and GoerTek for the production of smart devices [1] ETF Performance - The Sci-Tech Chip ETF (博时 588990) saw a rapid increase, rising over 5% with a trading volume of nearly 150 million yuan and a turnover rate exceeding 20% [2] - The Sci-Tech AI ETF (588790) experienced fluctuations, with an intraday increase of over 4% and a trading volume exceeding 700 million yuan [2] - The Semiconductor Industry ETF (159582) also rose nearly 3.5%, with a trading volume close to 50 million yuan [2] Investment Insights - Institutions emphasize that computing power and AI are key themes, with a focus on the sentiment boost from Moore Threads' IPO process [3] - The domestic chip penetration rate has been steadily increasing under strong policy support, making ETFs like the Sci-Tech AI ETF a viable option for investors looking to cover the entire AI hardware to application chain [3] - The Semiconductor Industry ETF closely tracks the semiconductor industry index, covering essential segments such as materials and equipment [3]

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688041 | 海光信息 | 1 | 11.83 | 6133亿 | 76.37 | | 002298 | 中电露龙 | -澳 | 10.00 | 80.60亿 | 104.70 | | 002065 | 东华软件 | 1 | 10.00 | 363亿 | 56.90 | | 603019 | 中科曙光 | 1 | 10.00 | 1719亿 | 63.19 | | 603322 | 超讯通信 | 1 | 9.99 | 73.04亿 | 21.97 | | 301248 | 杰创智能 | 1 | 8.50 | 46.70亿 | 91.31 | | 688135 | 利扬芯片 | | 8.27 | 73.63亿 | 80.72 | | 603011 | 合锻智能 | 1 | 8.20 | 90.73亿 | 167.88 | | 300857 | 协创数据 | 1 | 7.86 | 610亿 | 131.52 | | 688047 | 龙芯中科 | 1 | ...

Core Viewpoint - The computing power concept stocks have shown significant activity, with several companies experiencing notable stock price increases, indicating a positive market sentiment towards this sector [1]. Group 1: Stock Performance - Initial Ling Information, Weixing Intelligent, and Guiguan Network reached their daily limit up, showcasing strong investor interest [1]. - Capital Online's stock rose over 10%, reflecting a robust performance in the computing power sector [1]. - Other companies such as Zhejiang University Network New, Shenling Environment, Shuguang Digital Creation, and Zhongke Shuguang also saw their stock prices increase, indicating a broader trend in the industry [1].

Core Viewpoint - Runze Technology's stock has experienced fluctuations, with a recent decline of 2.00% and a total market capitalization of 85.558 billion yuan, indicating a mixed performance in the market [1]. Financial Performance - For the first half of 2025, Runze Technology achieved a revenue of 2.496 billion yuan, representing a year-on-year growth of 15.31%, while the net profit attributable to shareholders decreased by 8.73% to 882 million yuan [2]. - The company has cumulatively distributed dividends of 3.274 billion yuan since its A-share listing, with 3.258 billion yuan distributed over the past three years [3]. Stock Market Activity - As of September 19, 2023, Runze Technology's stock price was 52.35 yuan per share, with a trading volume of 921 million yuan and a turnover rate of 1.06% [1]. - The stock has seen a year-to-date increase of 1.00%, but has declined by 3.87% over the last five trading days and 11.76% over the last twenty days [1]. - The company has appeared on the "Dragon and Tiger List" once this year, with a net purchase of 260 million yuan on February 21 [1]. Shareholder Structure - As of August 8, 2023, the number of shareholders for Runze Technology was 76,300, an increase of 3.21% from the previous period, with an average of 21,353 circulating shares per shareholder, up by 184.65% [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited being the third-largest shareholder, holding 20.234 million shares, a decrease of 3.0635 million shares from the previous period [3].

Core Viewpoint - Hongjing Technology's stock price has shown significant growth this year, with a year-to-date increase of 275.21%, indicating strong market interest and performance [2]. Group 1: Stock Performance - As of September 19, Hongjing Technology's stock price was 75.12 CNY per share, with a market capitalization of 11.532 billion CNY [1]. - The stock has experienced a slight increase of 0.16% over the last five trading days, a 21.93% increase over the last 20 days, and an 18.73% increase over the last 60 days [2]. - The company has appeared on the trading leaderboard 25 times this year, with the most recent appearance on August 28, where it recorded a net buy of -135 million CNY [2]. Group 2: Financial Performance - For the first half of 2025, Hongjing Technology reported a revenue of 1.188 billion CNY, representing a year-on-year growth of 567.14%, and a net profit attributable to shareholders of 60.28 million CNY, up 725.73% year-on-year [3]. - The company has distributed a total of 49.3449 million CNY in dividends since its A-share listing [4]. Group 3: Shareholder and Institutional Holdings - As of July 31, the number of shareholders for Hongjing Technology was 26,800, a decrease of 12.10% from the previous period, while the average number of circulating shares per person increased by 13.77% to 2,842 shares [3]. - The top ten circulating shareholders include Yongying Digital Economy Mixed Fund, which increased its holdings by 1.8504 million shares, and Guangfa Technology Innovation Mixed Fund, which is a new shareholder [4].

Group 1 - The A-share computing power sector experienced a "deep V" trend in September, with a nearly 10% pullback at the beginning of the month, followed by a strong rebound driven by positive news, pushing the cloud computing index towards historical highs [1][2] - A significant deal was reported on September 10, where OpenAI and Oracle finalized a $300 billion computing power purchase order, marking one of the largest collaborations in the cloud computing industry, reflecting strong global demand for high-performance computing infrastructure [2] - The computing power market has also positively impacted the Hang Seng Internet sector, with companies like Alibaba and Baidu adopting self-developed chips to replace Nvidia GPUs, leading to a surge in semiconductor equipment orders [3] Group 2 - There is a sustained global capital investment in computing power, with a "arms race" in computing power becoming a long-term consensus among tech giants and industrial capital, providing solid demand support for the computing power chain [5] - The domestic computing power supply issues have shifted from external to internal factors, with previous overseas supply constraints easing, and the approval process for IDC energy consumption indicators closely tied to policy guidance [5] - From a long-term investment perspective, the focus on self-controllable directions is seen as having significant long-term value and growth potential, with the computing power sector expected to benefit from the explosion of domestic demand and industrial upgrades [6] Group 3 - The computing power sector is expected to see exponential demand growth driven by breakthroughs in AI models and rapid deployment of AI applications, with specific investment opportunities in GPU and ASIC chips, optical modules, and emerging fields like AI servers [7] - Despite the long-term positive outlook, the cloud computing sector is currently considered "not cheap," with a price-to-earnings ratio of 122 as of September 17, placing it in the 91.8% percentile over the past five years [9] - Some fund managers have begun to reduce positions in response to market volatility, indicating a cautious approach as the sector enters a period of fluctuation after significant gains [9]