Group 1 - The core event involves the resumption of trading for two notable tech stocks, Haiguang Information and Zhongke Shuguang, on June 10, with Zhongke Shuguang hitting the daily limit up and Haiguang Information recording a 4.3% increase [1][3] - The strategic merger announcement on May 25 indicated that Haiguang Information would absorb Zhongke Shuguang through a share swap at a ratio of 0.5525:1, aiming to enhance system integration capabilities and collaboration between high-end chips and computing systems [3] - During the suspension period, significant capital flowed into related ETF products, with over 60 billion yuan in net inflows across multiple funds, reflecting investor optimism regarding the merger and the future of the domestic computing industry [4] Group 2 - As of the end of Q1, 463 funds from 96 fund companies held a total of 253 million shares of Haiguang Information, with a market value of 35.73 billion yuan, indicating a high fund concentration of 28.53% [5] - Zhongke Shuguang was held by 88 funds from 44 public institutions, totaling 49.16 million shares with a market value of 3.26 billion yuan, showcasing strong institutional interest [5] - Some funds held both stocks, with notable examples including Jiashi Fund, which has consistently held Zhongke Shuguang for five consecutive quarters, although overall fund performance was affected by broader market trends [5]

国内算力产业最大吸并案的具体方案终于出炉。 6月9日晚，海光信息和中科曙光双双公告披露换股吸收合并预案。海光信息拟以0.5525：1的换股比例吸收合并中科曙光，并向特定投 资者发行股份募集配套资金。 今日复牌后，中科曙光一字涨停，涨停板封单超50万手，截至2025年4月18日，中科曙光最新股东户数为36.49万户。 | 中科曙光(SH603019) | | | | | | +自选 | | --- | --- | --- | --- | --- | --- | --- | | | ¥68.090 +6.190 (+10.00%) | | | | | | | 60.89: #4 | 最高 : 68.09 | | 成交量 : 5.87万 | 市盈率 : 52.13 | 52周最高 : 89.66 | | | 印收:61.90 | 最低:68.09 | | 成交额:3.99亿 | 市值：996.30亿 | 52周最低:33.80 | | | 时 日K | 園K | 月к | | | | | | | | | 6-10 09:50 价格: 68.09 均价: 68.09 涨跌额: 6.19 涨跌幅: 10.00% 成交星 ...