国内算力产业最大吸并案具体方案敲定了！ 6月9日晚间，海光信息和中科曙光双双发布公告，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，两家公司股票于6月10日开市起 复牌。 这是两家公司停牌10个交易日推进重组事宜后，对外释放的一项重大进展。预案出炉后，6月10日开盘 中科曙光一字涨停，海光信息股价快速飙升后略有回落，截至收盘上涨4.30%，报141.98元/股。 积极的市场响应背后，这两家累计估值近4300亿元的国产算力企业合并，对其自身乃至于整个行业会带 来何种影响？ 整合"芯片+系统" 成立于2014年，海光信息是国内领先的高端处理器设计企业，主营业务为研发、设计和销售应用于服务 器、工作站等计算、存储设备中的高端处理器。目前公司主要产品包括高端通用处理器（CPU）和协处 理器（DCU），已成功完成了多代产品的独立研发和商业化落地。 据海光信息公告，本次交易实施后，海光信息将在目前的高端处理器业务基础上，延展了与高端处理器 紧密配套的高端计算机、存储、安全、数据中心、智算中心等业务，增强海光信息"高端处理器+计算 系统"间技术和应用协同 ...

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 ...