经纬辉开表示，上述案件均与控股子公司诺思的历史股权结构及治理争议有关，公司将持续跟进诉讼进 展，采取一切必要措施维护公司及广大股东的合法权益。截至公告日，公司不存在应披露而未披露的其 他重大诉讼或仲裁事项，预计本次诉讼不会对本期或期后利润构成不良影响。 市场人士指出，诺思主营射频前端体声波（BAW）滤波器芯片，是经纬辉开向高端半导体领域转型的 核心资产。股权与管理权之争能否尽快落定，将直接影响后续融资、扩产及客户导入节奏。 1、股东知情权案：判决已生效，法院判令诺思于判决生效后15日内，在公司住所地向股东"诺信实"提 供2021年1月1日至2025年7月17日期间的公司章程、三会文件、财务会计报告、会计账簿及会计凭证， 供其查阅、复制，并可由会计师、律师辅助，期限不超过30个工作日。案件受理费80元由诺思承担。 2、公司决议撤销案：判决书认定，已被免职的原董事长陈素群无视天津市第三中级人民法院生效判 决，擅自召集股东会、董事会并办理工商变更登记。法院依法撤销诺思2025年3月10日临时股东会决议 及3月15日董事会、监事会决议，并责令诺思在15日内向市场监管部门申请撤销相关变更登记。案件受 理费减半收取40元 ...

Market Overview - The total scale of equity ETFs in the market reached 38,985.97 billion yuan, with a decrease of 710.20 billion yuan in total scale over the past week and a net outflow of 70.29 billion yuan [1] - The Hong Kong and overseas sector ETFs saw a net inflow of 160.87 billion yuan, primarily driven by inflows into the Hong Kong technology sector [1] - The broad-based and strategy sector ETFs experienced a net outflow of 302.36 billion yuan [1] Fund Inflow and Outflow Directions - In the broad-based and strategy sector ETFs, the top three inflow sectors were: strategy-dividend, free cash flow, and Sci-Tech 200; the top three outflow sectors were: CSI 300, CSI A500, and Sci-Tech 50 [2] - In the industry and thematic sector ETFs, the top five inflow sectors were: securities, innovative drugs, insurance, food and beverage, and major consumption; the top five outflow sectors were: semiconductor chips, pan-pharmaceuticals, photovoltaics, infrastructure, and computers [2] Weekly Net Inflows and Outflows by Industry - The top five industries with net inflows were: securities (36.26 billion yuan), innovative drugs (25.83 billion yuan), insurance (23.45 billion yuan), food and beverage (16.87 billion yuan), and major consumption (12.63 billion yuan) [3] - The top five industries with net outflows were: semiconductor chips (-40.74 billion yuan), pan-pharmaceuticals (-18.05 billion yuan), photovoltaics (-16.89 billion yuan), infrastructure (-14.98 billion yuan), and computers (-8.80 billion yuan) [3] Chemical Sector Insights - The chemical sector has seen continuous inflows, with the chemical ETF (159870) experiencing net subscriptions for 12 consecutive days, reaching a scale of over 3.9 billion yuan [3] - The "anti-involution" policy is expected to be a focus until 2025 or longer, targeting severe competition in key industries for capacity governance [3] - The chemical industry is anticipated to undergo a supply-side optimization, leading to improved profitability as outdated capacities are phased out [3]

格隆汇8月4日｜港股三大指数午后持续走高，全天呈现低开高走的单边上涨行情，终结此前连续下跌行 情。恒生科技指数一马当先，最终收涨1.55%，恒生指数、国企指数分别上涨0.92%及1.01%。 | 什么 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 02145 | 下美股份 | 82.350 | 8.86% | | 09863 | 零跑汽车 | 63.500 | 8.73% | | 06181 | 老铺黄金 | 733.000 | 6.23% | | 01364 | 古客 | 24.300 | 5.88% | | 02367 | 巨子生物 | 57.900 | 4.23% | | 09992 | 泡泡玛特 | 251.000 | 3.21% | | 09868 | 小鹏汽车-W | 73.300 | 2.81% | | 09985 | 卫龙美味 | 12.310 | 2.75% | | 01810 | 小米集团-W | 54.550 | 2.15% | | 01405 | 达势股份 | 85.750 | 1.90% | | 09896 | 名创优品 | 37. ...

本文源自：金融界 中华半导体芯片指数于2018年9月26日推出，指数基值2000点，成份股数目50只。 作者：行情君 8月4日消息，截至当日收盘，中华半导体芯片指数报8874.8887点，上涨108.18点，涨幅1.23%。今日最 高8875.4906点，今日最低8728.6049点。 据了解，中华半导体芯片指数选股范畴包括：A股半导体芯片行业上市公司。 ...

Group 1 - The core viewpoint of the article emphasizes the establishment of a modern industrial system in Hainan, focusing on the digital economy as a key area for innovation and growth [1] - The action plan aims to transform the Haikou Revival City and Hainan Ecological Software Park into innovation-driven and application-driven digital economy industry clusters [1] - By 2027, the core revenue of the digital economy in Hainan is projected to reach 220 billion yuan [1] Group 2 - The plan includes accelerating the layout of computing power industries and fostering a data element market to promote secure and orderly data flow [1] - The strategy involves leveraging technologies such as blockchain, AI, and big data to enhance sectors like digital health, digital entertainment, and shared platforms [1] - There is a focus on industries such as gaming export, data processing, semiconductor chips, and integrated circuits [1] Group 3 - The initiative also aims to promote the digital transformation of enterprises in sectors like petrochemical new materials, modern biomedicine, high-end food processing, and equipment manufacturing [1] - The goal is to advance the integration of digital and physical industries through these transformations [1]

Market Overview - The Hong Kong stock market saw all three major indices decline, with the Hang Seng Index dropping by 1.36% and the Hang Seng Tech Index falling by 2.72%[3] - Southbound capital recorded a net inflow of HKD 11.714 billion into Hong Kong stocks[9] - Major tech stocks like Alibaba and JD.com experienced widespread declines, contributing to the overall market downturn[9] Sector Performance - The automotive sector faced challenges, with July retail sales of narrow passenger cars expected to decline by over 11% month-on-month, leading to a nearly 13% drop in Li Auto's stock price[9] - Semiconductor stocks remained sluggish, with SMIC's shares falling nearly 6% due to market sentiment affected by local industry chain concerns[9] - Biopharmaceutical stocks, which had been rising, saw a pullback, with notable declines in companies like CloudTop and Zai Lab, while CSPC Pharmaceutical rose over 2% after announcing a significant licensing agreement[9] Global Market Trends - In the U.S., the Federal Reserve maintained interest rates at 4.25%-4.50%, marking the fifth consecutive meeting without a change, which aligns with market expectations[12] - The Dow Jones Industrial Average closed down, while tech stocks showed mixed results, with Nvidia rising over 2% after a price target upgrade from Morgan Stanley[9] - Geopolitical tensions led to a rebound in international oil prices, with PetroChina and Sinopec stocks rising by nearly 4% and 3%, respectively[9] Economic Indicators - The U.S. ADP employment report indicated an increase of 104,000 jobs in July, while the second-quarter GDP growth rate was revised to an annualized 3%, both exceeding expectations[12] - Japan's Nikkei 225 index experienced a slight decline of 0.05%, with machinery stocks showing notable gains[12] - The IMF suggested that Japan's central bank may adopt a gradual interest rate hike path, reflecting a shift in economic policy outlook[12]

港股三大指数全线下跌，恒生指数跌1.6%失守25000点关口，国企指数跌1.72%，恒生科技指数盘中曾 转涨午后再度走弱，最终收跌0.69%并且录得6连跌。盘面上，大型科技股普遍下跌，美团跌4.55%，京 东跌超3%，小米跌2.9%。阿里巴巴、百度跌超1%，快手涨超6%，腾讯勉强飘红；大金融股(银行、保 险、券商)、中字头等权重股多股表现低迷，其中，招商证券跌5.69%，中国银河、光大证券跌超5%， 中国太保、中国人保、中国平安均跌超4%，招商银行、建设银行走低；钢铁股、家电股、汽车股、光 伏股等"反内卷"相关板块齐跌，黄金股、石油股等避险板块亦走低。另一方面， 英伟达被约谈，半导 体芯片股午后拉升，龙头中芯国际一度涨约6%，濠赌股逆势上扬，美高梅中国绩后涨超6%创6年来新 高。(格隆汇) ...

Market Overview - The three major indices continued to decline in the afternoon, with the Hang Seng Index dropping over 3.1% at one point, ultimately closing down 2.72%, marking five consecutive days of decline [1] - The Hang Seng Index and the National Enterprises Index saw increases of 1.36% and 1.18%, respectively [1] Automotive Sector - Major automotive stocks experienced significant declines, with Li Auto falling by 12.84%, BYD down 5.77%, Xpeng down 5.68%, and NIO down 5.64% [2] - The automotive sector faced pressure as July retail sales of narrow passenger vehicles reportedly fell over 11% month-on-month, leading to increased concerns about "involution" competition within the industry [3] Technology Sector - Large technology stocks, which serve as market indicators, all saw declines, with Alibaba and JD.com dropping nearly 3%, and Baidu down 2% [3] - Semiconductor stocks performed poorly throughout the day, with leading company SMIC falling nearly 6% [3] Oil and Related Sectors - International oil prices rebounded to around $70, leading to a rise in oil stocks, which increased by nearly 4%, with China Petroleum & Chemical rising nearly 3% [3] Other Sectors - The infant formula sector is viewed positively by institutions due to expected demand improvements, with H&H International Holdings surging over 11% [3] - Coal, electricity, and steel stocks related to "anti-involution" themes showed relative activity [3]

港股三大指数午后持续走低，恒生科技指数一度大跌超3.1%，最终收跌2.72%并且录得5连跌行情，调 整较为明显，恒生指数、国企指数分别下跌1.36%及1.18%。 盘面上，作为市场风向标的大型科技股全线下跌，其中，阿里巴巴、京东跌近3%，百度跌2%，腾讯、 小米、美团跌1%；7月狭义乘用车零售或环比下滑逾11%，行业多方发声反对内卷式竞争，汽车股午后 跌幅加大，其中，理想汽车大跌近13%跌幅居前，比亚迪股份、小鹏汽车、吉利汽车明显走低；小摩指 H20解禁利好AI数据中心托管企业，但影响本地产业链市场情绪，半导体芯片股全天表现低迷，龙头中 芯国际跌近6%；连续上涨的生物医药股终见回调，云顶新耀、再鼎医药、歌礼制药等创新药股下跌； 特斯拉概念股、苹果概念股、军工股、濠赌股、航空股、中资券商股纷纷走低。 另一方面，地缘政治紧张国际油价反弹重回70美元一线，石油股逆势拉升，中国石油股份涨近4%，中 国石油化工涨近3%，机构看好婴幼儿奶粉板块需求改善，昨日高开低走的三胎概念股再起升势，H&H 国际控股大涨超11%领衔，煤炭股、电力股、钢铁股等"反内卷"相关板块相对活跃。(格隆汇) ...

港股收评：恒生指数涨0.62%！光伏、钢铁成亮点，军工、芯片股表现疲软 港股收评：恒生指数跌 0.56%！内房股、汽车股低迷，黄金股逆势爆发 港股收评：三大指数涨跌不一，恒生科技指数涨 0.56%，医药、军工、汽车大涨 港股收评：恒指再度失守24000，恒生科技指数跌0.33%，医药、芯片、 券商大涨居前 相关事件 隔夜美股三大指数收跌，中概指数下跌1.35%。港股三大指数低开延续昨日跌势，恒指跌0.74%，国指 跌0.98%，恒生科技指数跌1.83%。盘面上，大型科技股普遍走低，其中，阿里巴巴跌2.5%，京东、百 度跌超2%，美团跌超1%，腾讯、网易、小米均有跌幅；汽车股大幅下跌，其中，理想汽车跌9%，比亚 迪股份跌近5%，小鹏汽车、蔚来汽车、吉利汽车、零跑汽车皆走低；昨日午后拉升的半导体芯片股普 跌，上海复旦跌近3%，中芯国际跌1.3%；连续上涨的创新药概念股多数回调，联邦制药、三生制药跌 超2.5%。另一方面，影视娱乐股、锂电池股、直播概念股部分走强，与宇树科技达成全球战略合作， 开发社交机械人，巨星传奇大涨近15%。(格隆汇) ...