A股三大指数早盘收涨，沪指涨0.35%再创十年新高，板块题材上，跨境支付、油气开采及服务、可燃冰板块走高，PCB概念、液冷服务器板块调整；港股 分化，能源、医药板块领涨。截至午间收盘，中证A.500指数上涨0.6％，沪深300指数上涨0.7％，创业板指数上涨0.2％，上证科创板50成份指数上涨1.0％， 恒生中国企业指数下跌0.3%。 跟踪创业板指数 该指数由创业板中市值大、 流动性好的100只股票组成, 战略新兴产业占比较高,电 力设备、医药生物、电子行 业合计占比超55% | 截至午间收盘 | 该指数 | 该指数涨跌 | 滚动市盈率 | | --- | --- | --- | --- | | 37.5倍 | 0. 2% | | | 0. 2% 科创板大盘宽基:科创板50ETF 跟踪上证科创板50成份指数 核心大盘宽基指数基本情况跟踪 (2025年8月21日) A股大盘宽基:沪深300ETF易方达/A500ETF易方达 (1) 510310 跟踪沪深300指数/中证A500指数 | 沪深300指数由沪深市场中规 | 截至午间收盘 | 该指数 | 该指数 | | --- | --- | --- | --- | ...

8月21日，硬科技宽基"小霸王"——双创龙头ETF（588330）场内价格盘中涨超1.5%，现涨1%，上探2022年3月以来的高点，实时成交额超2900万元，交投 较为活跃，基金最新规模为10.73亿元。 成份股方面，蓝思科技涨超9%，联影医疗、迈瑞医疗、寒武纪涨逾3%，石头科技、江波龙、中航成飞等个股跟涨。 消息面上，8月15日国家统计局数据显示7月高技术制造业增加值同比增长9.3%，集成电路制造增长26.9%，印证硬科技产业链景气度；同期美国云厂商上调 资本开支指引，谷歌2025年资本开支增至850亿美元，Meta指引2026年维持高投入，带动算力需求预期升温。 东方证券指出，科技板块或是确定性主线，尤其看好国内人工智能产业链。AI服务器、数据中心等场景推动PCB性能升级，新一代电子布和石英玻纤成为增 量机会，国产替代空间显现。AI应用领域量变积累质变，模型新版本发布将催化板块反弹。算力产业链中，液冷技术渗透率及价值量有望提升，国产算力 配置刚起步，先进制程产能支撑国产化进程。军工领域关注AI与无人技术结合，机器人聚焦新零部件及细分场景。此外，北美AI基建能源短板凸显，固体 氧化物燃料电池（SOFC）国内 ...

8月21日早盘三大股指涨跌不一，科创50ETF（588000）震荡走强，截至10:18，上涨0.58%，近5日 上涨6.22%。持仓股晶晨股份、寒武纪-U表现亮眼，涨超4%。 消息面上，8月20日，科创50ETF（588000）持仓股芯原股份公告称，公司股票交易连续三个交易 日内收盘价格涨幅偏离值累计超过30%，属于股票交易异常波动情形。经自查，公司目前生产经营活动 一切正常，未发生重大变化。 天风证券指出，综合来看2025年，全球半导体增长延续乐观增长走势，2025年AI驱动下游增长。 同时，政策对供应链中断与重构风险持续升级，国产创新持续推进。二季度各环节公司业绩预告亮眼， 三季度半导体将维持旺季期，建议关注存储/功率/代工/ASI/SoC的业绩弹性以及设备材料、算力芯片国 产创新。科创 50ETF（588000）持仓涵盖半导体领域，有望直接受益于行业红利。 科创50ETF（588000）跟踪科创50指数，指数持仓电子行业63.74%，医药生物行业11.78%，合计 75.52%，行业分布集中。同时涉及半导体、医疗器械、软件开发、光伏设备等多个细分领域，硬科技 含量高。从当前位置来看，科创50指数仍在基点 ...

Group 1 - The Shanghai Stock Exchange (SSE) hosted an online roadshow event focusing on the sixth anniversary of the Sci-Tech Innovation Board (STAR Market), with nearly 50 institutions from major markets including the US, Europe, and Asia-Pacific participating [1][2] - The event aimed to promote the "1+6" policy reforms of the STAR Market and enhance international investors' understanding of the market and representative listed companies [1][2] - Over the past six years, the STAR Market has implemented a series of institutional innovations, becoming the preferred listing venue for domestic "hard technology" companies, with over 80% of listed companies in emerging industries such as new-generation information technology, biomedicine, and high-end equipment manufacturing [1][2] Group 2 - The SSE highlighted the achievements of the STAR Market in serving technological innovation and guiding capital towards "hard technology" enterprises, as well as the significant results of the "STAR Market Eight Measures" in index investment development [2] - The STAR Market index and ETF categories have been continuously enriched, playing an important role in attracting incremental capital and supporting key core technology innovations [2] - The SSE plans to accelerate the implementation of various reform measures under the guidance of the China Securities Regulatory Commission (CSRC), aiming to create a more attractive and competitive product system and enhance international investor services [2]

Core Viewpoint - Shanghai Future Industry Fund is actively investing in multiple sub-funds, focusing on cutting-edge sectors such as neuroscience, synthetic biology, and hard technology, indicating a strong commitment to supporting emerging industries and local economic upgrades [1][2][4]. Investment Activities - Recently, Shanghai Future Industry Fund announced plans to invest in six sub-funds, including Shanghai Puqing Bencao Venture Capital Partnership and Shanghai Bilin Star Phase IV Venture Capital Partnership, marking its second batch of investments in less than four months [2][3]. - The fund aims to invest in a total of over twenty sub-funds this year, with a focus on creating a comprehensive innovation investment ecosystem [3]. Fund Characteristics - Established in 2024 with a total scale of 10 billion yuan, the Shanghai Future Industry Fund is fully funded by the Shanghai municipal government and managed by Shanghai Guotou Company [3]. - The fund has a 15-year investment cycle, reflecting a long-term commitment to nurturing investment projects, with the possibility of extending the term by three years if necessary [3]. Regional Trends - The rapid development of industry funds is not limited to Shanghai; other cities like Chengdu and Guangdong are also increasing their investment activities in various sectors [5][6]. - Chengdu launched its first future industry fund with an initial scale of 112 billion yuan, targeting ten future industry fields including humanoid robots and quantum technology [6]. Policy Support - Recent policy initiatives in Shanghai, such as the establishment of a 50 billion yuan industrial transformation upgrade fund, are aimed at enhancing investment in strategic projects and key industry segments [7]. - The focus on "hard technology" has become a significant trend among investment institutions, with expectations of fostering high-growth innovative companies [7][8].

Core Viewpoint - Shanghai Future Industry Fund has announced plans to invest in six new sub-funds, indicating a strong commitment to supporting emerging industries such as brain science, synthetic biology, and hard technology within a short timeframe [1][2][3] Investment Activities - The Shanghai Future Industry Fund has completed two rounds of investment decisions in less than four months, with the latest announcement including six sub-funds focused on various innovative sectors [1][2] - The fund aims to invest in approximately twenty sub-funds this year, targeting six key areas: future health, future information, future manufacturing, future energy, future space, and future materials [3] Fund Characteristics - Established in 2024 with a total scale of 10 billion yuan, the Shanghai Future Industry Fund is fully funded by the Shanghai municipal government and managed by Shanghai Guotou Company [2] - The fund has a 15-year investment cycle, reflecting a long-term commitment to nurturing projects and the potential for a three-year extension if necessary [2] Market Trends - The trend of rapid investment activity is not limited to Shanghai; other cities like Chengdu are also launching significant funds, with Chengdu's first future industry fund having a scale of 112 billion yuan [5] - The focus on "hard technology" has become a popular investment theme among various funds, driven by supportive policies and the increasing demand for innovative technologies [6] Supportive Policies - Recent policy initiatives in Shanghai aim to enhance the investment environment, including the establishment of a 50 billion yuan industrial transformation upgrade fund and the utilization of a 100 billion yuan fund for key strategic projects [5][6] - The establishment of various funds, including a 2 billion yuan seed fund for artificial intelligence, demonstrates a concerted effort to stimulate innovation and support early-stage companies [4]

Group 1 - The Shanghai Stock Exchange (SSE) hosted an online roadshow to promote the "1+6" policy for the Sci-Tech Innovation Board (STAR Market), enhancing international investors' understanding of the market and representative listed companies [1][2] - The event featured discussions on the latest developments, reform policies, and index investment in the STAR Market, with participation from nearly 50 institutions across major markets in North America, Europe, and Asia-Pacific [1][2] - Over 80% of the companies listed on the STAR Market are from emerging industries such as new-generation information technology, biomedicine, and high-end equipment manufacturing, positioning it as the preferred venue for "hard tech" enterprises in China [1][2] Group 2 - The SSE highlighted the achievements of the STAR Market in supporting technological innovation and guiding capital towards "hard tech" enterprises over the past six years, as well as the significant outcomes of the "Eight Measures" implemented in the past year [2] - The STAR Market has seen a diversification of index and ETF products, playing a crucial role in attracting new capital and supporting key technological innovations [2] - The SSE plans to accelerate the implementation of various reform measures under the guidance of the China Securities Regulatory Commission (CSRC), aiming to create a more attractive and competitive product system while enhancing services for international investors [2]

中经记者 孙汝祥 夏欣 北京报道 近日，上交所举办"聚焦上交所——科创板六周年"专题线上路演活动，来自美欧亚太等主要市场的近50 家机构参与。 为做好科创板改革"1+6"政策宣贯，增进国际投资者对科创板市场及代表性上市公司的了解，路演活动 就科创板最新发展情况、改革政策以及科创板指数化投资情况等进行了讲解。 路演活动中，上交所有关部门介绍了科创板六年来在服务科技创新和新质生产力发展，引导资本向"硬 科技"企业聚集等方面的成果，以及"科八条"实施一年来，科创板指数化投资发展方面的突出成效，科 创板指数及ETF品类不断丰富，在吸引增量资金入市、服务关键核心技术创新方面发挥了重要作用。为 进一步打通支持优质科技型企业发展的堵点难点，今年6月，中国证监会宣布加力推出进一步深化改革 的"1+6"政策措施，继续充分发挥科创板示范效应。 下一步，上交所将加快推动各项改革举措落地见效，着力打造更具吸引力、竞争力的产品体系，继续做 好国际投资者服务，对外讲好中国故事，持续提升外资参与上交所市场的深度与广度，助力科创板企业 高质量发展，推动全球投资者更好地分享中国创新发展机遇。 （编辑：夏欣 审核：何莎莎 校对：张国刚） 在行业 ...

Group 1 - The article promotes a series of live broadcasts focusing on investment opportunities in various sectors, including robotics, dividends, and AI [2][4][8][11] - The live sessions are scheduled for August 21, featuring different themes and guest speakers, aimed at discussing the value of investment in these sectors [4][8][11] - Participants are encouraged to register for the live events and can win prizes such as gift cards and umbrellas [2][16]

425家A股上市公司、159家境外上市公司，综合竞争实力排名全国居前……功能机制逐步完善的资本市场，哺育了深圳的高质量上市公司群体。 随着资本市场深入改革，越来越多的深圳科技创新企业迎来发展良机。截至8月15日，共有16家深圳企业正在排队冲刺A股IPO。 这些企业是深圳上市军团的后备力量 如果能够上市，有望切入发展快车道 为产业向新注入强劲动能 目标资本市场开拓增长空间 恒运昌是上述16家企业中增长速度最快的公司，在2022-2024年三年间，营业收入复合增长率为84.91%，扣非归母净利润复合增长率高达156.72%。该公司 是半导体设备制造商，核心业务"等离子体射频电源系统"用于芯片制造的核心环节，加速国产化进程。 从招股书申报稿可以看到，不少企业订单充裕需要扩充产能，抑或是目标全球化拓展海外市场，它们拟通过资本市场融资攀高向新，谋求更长远的发展。 重视研发投入构筑"护城河" 创新，是深圳的一张亮眼名片。目前，深圳科创板、创业板企业占全部425家上市公司的比重超50%，位居全国各省市第一，上市资源持续向新质生产力 领域集聚。 从深圳16家排队冲刺IPO的企业看，科技创新特征明显，通过大手笔的研发投入、专利 ...