Group 1 - The core viewpoint of the news is that Citic Bank is enhancing its financial services to support technology enterprises, particularly in the early stages of their development, through a comprehensive service system that covers the entire lifecycle of these companies [1][2] - Citic Bank has provided a customized long-term loan of 80 million yuan to Beijing Parallel Technology Co., Ltd. for the purchase of new domestic servers, marking a significant step in the bank's penetration into high-tech asset financing [1] - Beijing Parallel Technology is the first listed company in A-shares focused on computing power services and is recognized as a national-level "little giant" enterprise, indicating its importance in the tech sector [1] Group 2 - Citic Bank has established a multi-layered service support system for enterprises, facilitating various financial products and services, including liquidity loans, asset securitization, and public REITs issuance [2] - The bank's "Technology Achievement Transformation Loan" aims to address the financing challenges faced by technology startups, focusing on evaluating technology, patents, and teams rather than traditional financial metrics [2] - The bank's "Set Sail Plan - Empowering Technology Achievement Transformation Action" aims to create a financial product matrix that supports key stages such as achievement transformation, capacity expansion, and mergers and acquisitions [3] Group 3 - Citic Bank emphasizes the importance of understanding technology and embracing uncertainty as a responsibility of financial institutions in the new era [4]

谈起独角兽企业，河南有家企业已连续三年入选"中国独角兽企业"榜单，在长城战略咨询发布的《GEI 世界独角兽企业发展报告2024》中，排名2023年全球独角兽企业榜单第47名，当年估值已达89.2亿美 元。 这家企业就是我国算力赛道的后起之秀，也是如今的河南明星企业——超聚变数字技术有限公司（以下 简称"超聚变"）。 在郑州市郑东新区北龙湖"龙背"之上，超聚变总部基地已于今年3月1日投用，一亮相即成为河南产业新 地标。 这只"独角兽"诞生仅四年，一出生即风华正茂。2021年11月落户河南以来，营收连年实现高速增长。 2022年销售收入突破100亿元，2023年超280亿元，2024年超400亿元。不仅成功"活下来"，更为"冲上 去"积蓄了强大力量。 再看业内地位，超聚变已是算力服务器行业巨人般的存在。"中国服务器市场稳居第二，AI服务器市场 位居第一，海外市场三年复合增长率超过50%。伙伴数量从成立之初的2000+实现当前22000+跨越式增 长。"今年年初超聚变战略发布会上公布的这组数据，展示了其强大的竞争力。 高技术、高成长、高价值，这是独角兽企业的鲜明特征，超聚变也不例外。当前，超聚变已在全球部署 9个研 ...

Market Overview - A-shares experienced narrow consolidation, with major indices turning positive in the afternoon, driven by banking and technology stocks. The trading volume was 1.22 trillion, continuing to decrease from the previous day [1] - The AI server shipment is expected to grow by 24.5% globally this year, indicating strong demand in the technology sector [1] Sector Performance - Military stocks led the gains, with companies like New Light Optoelectronics, North Long Dragon, and Great Wall Military reaching their daily limit [2] - Banking stocks also showed strength, with Everbright Bank, CITIC Bank, and Agricultural Bank hitting historical highs. The current market sentiment favors sectors with stable earnings expectations and clear benefits [3] Policy and Regulatory Developments - The 2025 Lujiazui Forum opened today, releasing several favorable policies related to technology companies and banks [4] - The Chairman of the China Securities Regulatory Commission emphasized the importance of technology and announced reforms to enhance the inclusiveness and adaptability of the system, focusing on the Sci-Tech Innovation Board and the Growth Enterprise Market [5] - The People's Bank of China announced eight significant financial policies aimed at innovative structural monetary policy tools, including support for private equity institutions to issue technology innovation bonds [6] Investment Outlook - Analysts from China Galaxy Securities noted that while bank performance showed fluctuations in Q1, recent financial policies, including interest rate cuts, are expected to improve the banking sector's fundamentals [7] - The market sentiment indicates strong motivation for long-term capital, including insurance funds and public funds, to increase their allocation to the banking sector, which could lead to stable valuation growth [7]

Market Overview - The market has experienced significant fluctuations recently, with over 3,400 stocks declining and a trading volume of 1.19 trillion [1] - Institutional and large investors had a net inflow of 27 billion, while retail investors withdrew 30 billion, indicating a shift in market sentiment [1] - Key support levels to watch are 3,363 points on a 30-minute chart and 3,324 points on a daily chart, which, if not broken, may allow the market to continue its current trend [1] Sector Performance - Pharmaceutical stocks have been sold off, with funds shifting towards computing hardware and consumer electronics as a safer investment [2] - The decline in pharmaceutical stocks is partly attributed to renewed discussions on centralized procurement, although this news is not new [2] - The computing hardware sector, including PCB, CPU, and storage chips, is seeing increased activity driven by high demand and positive news [2][3] Technology Investments - Major tech companies are significantly increasing their capital expenditures, with Microsoft planning over 80 billion, Google 75 billion, Amazon 100 billion, and Alibaba 120 billion, which is expected to boost demand in the PCB and CPU sectors [3] - The storage chip market is experiencing a shift due to Micron's production halt of DDR4, which holds a 25% global market share, creating opportunities for other manufacturers [3] Consumer Electronics - The consumer electronics sector is also gaining momentum, with Nintendo's new console achieving impressive sales figures, indicating strong market demand [3] - Analysts predict that Nintendo's first-year sales could exceed 15 million units, outperforming the PS5 during the same period [3] Emerging Technologies - The laser radar concept has gained attention following its successful deployment in intercepting missile and drone attacks, leading to a surge in related A-share stocks [4] - The market is currently characterized by a rotation of funds from high to low positions, suggesting that there are still profitable opportunities available if the timing is right [4]

本公司及董事会全体成员保证信息披露内容的真实、准确和完整，没有虚 假记载、误导性陈述或重大遗漏。 一、对外投资概况 （一）基本情况 根据山东日科化学股份有限公司（以下简称"公司"）战略发展需要，公司全 资子公司哈金贝斯（上海）智能科技有限公司（以下简称"哈金贝斯"）之控股子 公司克拉玛依碳和网络科技有限公司（以下简称"碳和科技"）拟与克拉玛依融汇 投资集团有限公司（以下简称"融汇公司"）合资成立克拉玛依融和智算科技有限 公司（暂定名，以克拉玛依区工商监督管理局核准名称为准，以下简称"融和智 算"）。 证券代码：300214 证券简称：日科化学 公告编号：2025-059 山东日科化学股份有限公司 合资公司的注册资本为人民币 4,000 万元，其中碳和科技以货币资金出资人 民币 1,960 万元，占注册资本的 49%；融汇公司以货币资金出资人民币 2,040 万 元，占注册资本的 51%。 上述交易统称为"本次投资"。 （二）董事会审议情况 本次投资已于 2025 年 6 月 18 日经公司第六届董事会第五次会议审议通 过，根据《深圳证券交易所创业板股票上市规则》及《公司章程》等规定，本 次投资无需提交股东会审 ...

合资公司将充分利用绿色金融低成本融资优势募集资金，全部用于采购国产算力设备，并托管至碳和科 技数据中心，由碳和科技收取IDC服务费。算力服务租赁层面，由国产算力设备提供商指定客户向碳和 科技采购算力服务，同时碳和科技再通过向合资公司采购算力服务以满足客户的使用需求。 ...

6月18日，*ST合泰(002217)在公司官微发布，近日与重整产业投资人杭州骋风而来数字科技有限公司 （以下简称"骋风而来"）共同设立合资公司，促进公司在算力基础设施集成服务、底座代建服务、平台 运营服务和算力应用服务等业务领域的经营与发展。 据了解，合资公司福建智泰驰骋数字科技有限公司（以下简称"智泰驰骋"），注册资本为1亿元，*ST 合泰和骋风而来均以货币出资，分别持有60%和40%股权。智泰驰骋定位为算力产业综合服务商、创新 算力技术推动者和算力生态构建者，将聚焦算力领域的前沿技术研究与应用创新，积极推动算力技术与 各产业深度融合创新，挖掘应用场景，充分发挥算力技术的赋能作用。智泰驰骋将借助骋风而来在算力 技术和应用解决方案方面的专业优势，提供涵盖算力基础设施搭建、平台运营和应用开发的产业综合服 务。与产业链各方一道，共同推动算力产业的技术进步和产品创新，着力构建一个开放、协同、共赢的 算力生态系统，促进产业协同发展。 *ST合泰管理层表示，公司自2024年进入重整计划执行阶段以来，明确将算力业务作为重点培育方向， 亟需构建具备可持续造血能力的新业务体系。公司进军智能算力领域，是重整产业投资人对公司进 ...

| 880005 涨跌家数 | | | --- | --- | | 其中 涨停 | ਬਰ | | 涨幅 > 7% | 90 | | 涨幅 5-7% | 68 | | 涨幅 3-2% | 184 | | 涨幅 0-3% | 1471 | | 跌幅 0-3% | 3155 | | 跌幅 3-5% | 220 | | 跌幅 5-7% | 54 | | 跌幅 > 7% | 50 | | 其中 跌停 | 13 | | 上涨家数 | 1813 | | 下跌家数 | 3479 | | 平盘停牌 | 126 | | 总品种数 | 5418 | | 总成交额 | 12217.64亿 | | 总成交量 | 98002.0 9 | | 涨家增减 | -896 | | 涨家增幅 | -33.07% | | 指数量比 | 0.93 | 算力硬件股集体走强，PCB、CPO等方向领涨，逸豪新材、科翔股份、沪电股份等多股涨停。 【导读】利好来了 中国基金报记者 泰勒 兄弟姐妹们啊，今天市场小幅上涨，一起回顾下发生了什么事。 A股小幅上涨 6月18日，市场全天探底回升，三大指数小幅上涨。截至 收盘沪指涨0.04%，深成指涨0.24%，创业板指 ...

| 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | -3388.81 | -10175.59 | -2054.73 | | +1.4 +0.04% | +24.16 +0.24% | +4.78 +0.23% | | 100 | 711 | | 收评：创业板指探底回升涨0.23% 算力硬件股集体走强 智通财经6月18日电，市场全天探底回升，三大指数小幅上涨。沪深两市全天成交额1.19万亿，较上个交易日缩量161亿。盘面上，市场热点较为杂乱，个股 跌多涨少，全市场超3400只个股下跌。从板块来看，算力硬件股再度走强，沪电股份等多股涨停。军工股震荡走高，北方长龙20CM涨停。AI眼镜概念股持 续活跃，比依股份涨停。下跌方面，稀土永磁概念股震荡走低，中科磁业跌超10%。板块方面，PCB、CPO、军工装备、AI眼镜等板块涨幅居前，美容护 理、草甘膦、稀土永磁、脑机接口等板块跌幅居前。截至收盘，沪指涨0.04%，深成指涨0.24%，创业板指涨0.23%。 IJNIJ 7 2 4 - 2 - 2 - 1 / 1 封板率 70.00% 封板 40 触及 17 昨涨停今表现 0.84% ...

智通财经6月18日电，市场早盘震荡调整，三大指数小幅下跌。沪深两市半日成交额7430亿，较上个交 易日缩量285亿。盘面上热点较为杂乱，个股跌多涨少，全市场超4100只个股下跌。从板块来看，军工 股集体走强，北方长龙20CM涨停。算力硬件股展开反弹，中京电子涨停。银行股逆势活跃，农业银行 等多股再创历史新高。下跌方面，稀土永磁概念股震荡走低，中科磁业跌超10%。板块方面，军工、 PCB、白酒、油气等板块涨幅居前，美容护理、稀土永磁、CRO、农药等板块跌幅居前。截至收盘，沪 指跌0.2%，深成指跌0.15%，创业板指跌0.36%。 午评：三大指数小幅调整 全市场超4100只个股下跌 ...