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国产算力“航母”重磅落地!科创芯片ETF基金(588290)、科创信息ETF(588260)及数字经济ETF(159658)溢价走阔,备受资金关注
Xin Lang Cai Jing· 2025-06-10 03:58
Group 1 - Haiguang Information disclosed a major asset restructuring plan on June 9, proposing to issue A-shares to all shareholders of Zhongke Shuguang in exchange for their shares [1] - The exchange price for Haiguang Information's shares is set at 143.46 CNY per share, while the exchange price for Zhongke Shuguang's shares is 79.26 CNY per share [1] - After the merger, Zhongke Shuguang will be delisted, and Haiguang Information will inherit all assets, liabilities, businesses, personnel, contracts, and other rights and obligations of Zhongke Shuguang [1] Group 2 - According to Zhongtai Securities, the strategic restructuring is expected to achieve complementary capabilities in the computing power industry chain and technical synergy, creating an integrated solution for "domestic chips + server systems" [1] - The merger aims to enhance the development of high-end chips and optimize integrated technology solutions, accelerating the realization of economies of scale [1] - Dongwu Securities indicated that in the short term, the rotation of themes will continue, and a weak dollar environment could benefit Chinese assets, potentially leading to a new round of growth in A-shares [2] Group 3 - On June 10, following the merger announcement, Zhongke Shuguang's shares hit the daily limit, while Haiguang Information's shares rose nearly 9% [2] - The Huashan Xinchuan ETF trio, including the Sci-Tech Chip ETF (588290), Sci-Tech Information ETF (588260), and Digital Economy ETF (159658), received significant market attention and capital inflows [2] - The Sci-Tech Chip ETF closely tracks the Shanghai Stock Exchange Sci-Tech Board Chip Index, reflecting the performance of semiconductor-related companies [3]