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A股国产算力航母启航!资金借道ETF押宝能否成功?
Xin Hua Cai Jing· 2025-06-10 01:43
新华财经上海6月10日电(林郑宏)A股算力航母启航!6月9日晚间,海光信息和中科曙光集体公告, 两家公司将于6月10日开市起复牌,且经合并双方协商最终确定,海光信息的换股价格为143.46元/ 股,中科曙光的换股价格为79.26元/股,每1股中科曙光股票可以换得0.5525股海光信息股票。 业内观点认为,战略重组后的海光信息和中科曙光有望实现算力产业链的互补和技术协同,打造"国产 芯片+服务器整机"一体化解决方案能力,国产算力全技术栈"航母"可期。 值得注意的是,在海光信息和中科曙光停牌期间,看好两家公司股票复牌后表现的资金大举申购相关 ETF,导致国泰基金、华夏基金和富国基金等多家基金公司旗下的信创ETF近期份额出现大幅增长。 国泰信创ETF(159537)份额变动情况 到A股的实际情况,两家公司复牌后若出现资金炒作,将能带动市场情绪,让相关信创ETF出现一定的 溢价情况,实际收益或超出预期,这可能是短期资金押宝相关信创ETF的主要原因。 但是也有市场观点认为,短期大举申购相关信创ETF的资金一旦选择获利了结,势必对相关公司,尤其 是海光信息和中科曙光以外的持仓股带来抛压,投资者需要注意相关风险。 (文章来 ...
海光信息中科曙光复牌倒计时!AI再迎催化,信息技术ETF(562560)布局全产业链
Mei Ri Jing Ji Xin Wen· 2025-06-09 02:48
Group 1 - The core viewpoint of the news highlights the strong performance of the AI computing sector, particularly driven by the merger agreement between Haiguang Information and Zhongke Shuguang, which is expected to create a comprehensive domestic computing ecosystem [1] - The merger involves Haiguang Information issuing A-shares to acquire Zhongke Shuguang, with the trading suspension expected to last no more than 10 trading days, starting from June 10, 2025 [1] - The restructuring aims to establish a full technology stack "carrier" for domestic computing, with Haiguang focusing on high-end CPU/DCU design and Zhongke Shuguang leading in servers, storage, and cloud computing [1] Group 2 - Investors interested in the computing industry and information technology opportunities are encouraged to consider the Information Technology ETF (562560), which tracks the CSI All-Share Information Index [2] - Haiguang Information and Zhongke Shuguang are significant components of this ETF, ranking 5th and 9th respectively, with a combined weight of nearly 5% [2] - The ETF covers the entire AI industry chain, including design, end applications, and digital infrastructure, with major holdings in companies like SMIC, Cambrian, Luxshare Precision, and BOE Technology Group [2]
中嘉博创信息技术股份有限公司股票交易异常波动公告
Zheng Quan Shi Bao· 2025-06-08 18:54
登录新浪财经APP 搜索【信披】查看更多考评等级 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假记载、误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 中嘉博创信息技术股份有限公司(以下简称"公司"或"本公司")股票(证券简称:中嘉博创、证券代码:000889)在 2025年6月5日、6月6日连续二个交易日,收盘价格涨幅偏离值累计超过20%,属于《深圳证券交易所交易规则》 规定的股票交易异常波动情形。 二、关注、核实情况说明 针对公司股价异常波动,公司通过书面、电话、微信等方式向公司董事、监事、高级管理人员、控股股东及其一 致行动人、实际控制人进行核实,并对下列事项作出核实结论: 1、公司前期披露的信息不存在需要更正、补充之处; 2、公司未发现近期公共传媒报道了可能或已经对本公司股票交易价格产生较大影响的未公开重大信息; 3、公司近期经营情况正常,内外部经营环境未发生重大变化; 4、公司、控股股东及其一致行动人、实际控制人不存在关于本公司的应披露而未披露的重大事项,或处于筹划阶 段的重大事项; 5、经查询,在本公司股票异常波动期间,公司控股股东及其一致行动人、实际控制人未买卖公司股票 ...
指数高位缩量上扬,北证专精特新指数即将上线
Soochow Securities· 2025-06-08 14:38
Group 1 - The report highlights a positive outlook for growth stocks in the technology sector, driven by a favorable monetary environment and supportive government policies, with a focus on themes such as new consumption, innovative pharmaceuticals, and AI applications [3][12][36] - The North Exchange A-share market shows strong performance with an average market capitalization of 3.053 billion yuan and a daily trading volume of 24.834 billion yuan, although liquidity has decreased by 19.20% compared to the previous week [26][28] - The North Exchange will launch the North Exchange Specialized and Innovative Index on June 30, 2025, which will include 50 large-cap "little giant" companies to reflect the overall performance of specialized and innovative enterprises [12][13][36] Group 2 - The North Exchange A-share market is characterized by high attention and frequent short-term surges in stock prices, with a current PE ratio of 51.96, significantly higher than other markets [7][36] - The report suggests focusing on leading companies in niche sectors with valuation advantages and strong financial performance, as the market is expected to continue its structural rotation [3][36] - The report notes that the North Exchange has gathered 138 specialized and innovative "little giant" companies with a total market capitalization of 423.693 billion yuan, accounting for 53.25% of the total market capitalization of the North Exchange [12][36]
远 望 谷: 深圳市远望谷信息技术股份有限公司2025年股票期权激励计划激励对象名单
Zheng Quan Zhi Xing· 2025-06-06 12:37
Core Points - Shenzhen Yuanwanggu Information Technology Co., Ltd. announced an equity incentive plan, detailing the allocation of stock options to key personnel [1] - The total number of stock options granted under this incentive plan is 40,686,657, which represents 5.50% of the company's total share capital [1] - The plan includes a reserved portion of 6,086,657 stock options, accounting for 14.96% of the total options granted [1] Summary by Categories Incentive Recipients - The incentive plan includes stock options for several key executives, with the largest allocation going to Sun Yingjun (2,460,000 options, 6.05% of total options) and Cheng Shiyi (2,400,000 options, 5.90% of total options) [1] - Other notable allocations include Wang Yunbo and Fu Qiang, each receiving 1,600,000 options (3.93% of total options) [1] - The plan also covers middle management and core technical personnel, totaling 21 individuals [1] Proportions and Limits - The total stock options granted do not exceed 1% of the company's current total share capital for any individual recipient [1] - Cumulatively, the stock options involved in all effective incentive plans do not exceed 10% of the company's total share capital [1]
观想科技:拟设立合资公司,盛世融合持股51%
news flash· 2025-06-06 12:26
Group 1 - The company plans to establish a joint venture named Sichuan Shengshi Rongchuang Technology Co., Ltd. through its wholly-owned subsidiary Shengshi Ronghe and Guanshang Development [1] - Shengshi Ronghe will invest 510,000 yuan to acquire a 51% stake, while Guanshang Development will invest 490,000 yuan for a 49% stake [1] - The joint venture aims to leverage both parties' strengths in core information technology and industrial operations to promote the deep application of new-generation information technology in the digital economy [1]
远 望 谷: 第八届董事会第三次(临时)会议决议公告
Zheng Quan Zhi Xing· 2025-06-06 12:07
证券代码:002161 证券简称:远望谷 公告编号:2025-037 深圳市远望谷信息技术股份有限公司 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、董事会会议召开情况 深圳市远望谷信息技术股份有限公司(以下简称"公司")第八届董事会第 三次(临时)会议通知及补充通知于 2025 年 6 月 5 日以电话、电子邮件方式发 出,并于 2025 年 6 月 6 日以现场结合通讯表决的方式召开会议。本次会议应出 席的董事人数 7 人,实际出席会议的董事人数 7 人。本次会议由董事长徐超洋先 生召集并主持。本次会议的召集、召开和表决程序符合有关法律、法规和《深圳 市远望谷信息技术股份有限公司章程》的有关规定。经与会董事认真审议: 二、董事会会议审议情况 (一)会议以 4 票同意,0 票反对,0 票弃权的表决结果,审议通过了《关 于 <深圳市远望谷信息技术股份有限公司 ensp="ensp" 年股票期权激励计划="年股票期权激励计划" 草案 ="草案"> 及 关联董事孙迎军、马琳、陆智先生回避表决,本议案需提交股东大会审议。 详情请参见与本公告同日披露的《关于提请 ...
宏力达: 上海宏力达信息技术股份有限公司章程(2025年6月)
Zheng Quan Zhi Xing· 2025-06-06 11:20
General Provisions - The company aims to protect the legal rights of shareholders, employees, and creditors, and to regulate its organization and behavior according to relevant laws and regulations [1][2] - Shanghai Holystar Electrical Technology Co., Ltd. is established as a joint-stock company based on the original Shanghai Holystar Information Technology Co., Ltd. [1][2] - The company was registered on September 8, 2020, and listed on the Shanghai Stock Exchange on October 15, 2020, with an initial public offering of 25 million shares [1][3] Company Structure - The registered capital of the company is RMB 140 million [2] - The company is a permanent joint-stock company, with the chairman serving as the legal representative [2][3] - The legal representative's civil activities bind the company, and the company is liable for damages caused by the legal representative in the course of their duties [3] Business Objectives and Scope - The company's business objective is to provide high-quality products and services to customers while maximizing shareholder interests and achieving sustainable development [5][6] - The business scope includes technology development, consulting, and services in information technology, electrical facilities, and related fields [5][6] Shares and Capital Management - The company issues shares in the form of stocks, with a par value of RMB 1 per share [6][7] - The total number of shares issued at establishment was 39 million, with 140 million shares currently issued, all being ordinary shares [7] - The company can increase capital through various methods, including issuing shares to unspecified or specific objects, and can reduce registered capital following legal procedures [8][9] Shareholder Rights and Responsibilities - Shareholders have rights to dividends, voting, and participation in company decisions, and must adhere to legal and regulatory obligations [14][15] - Shareholders are prohibited from using their rights to harm the company or other shareholders' interests [19][20] Shareholder Meetings - The company holds annual and extraordinary shareholder meetings, with specific procedures for convening and voting [48][49] - Shareholder proposals must be submitted in advance, and the company must provide adequate notice of meetings [58][59] - Decisions at shareholder meetings require a majority or two-thirds majority vote, depending on the nature of the resolution [80][81]
浩瀚深度: 北京浩瀚深度信息技术股份有限公司关于注销及开立理财产品专用结算账户的公告
Zheng Quan Zhi Xing· 2025-06-06 08:15
Core Viewpoint - The company has announced the cancellation of its special settlement accounts for financial products and the establishment of new accounts for cash management using temporarily idle raised funds, ensuring that this does not affect the implementation of fundraising projects [2][3]. Group 1: Cancellation of Special Settlement Accounts - The company has completed the cancellation of special settlement accounts for financial products opened at CITIC Securities, as all purchased financial products have matured and been redeemed [2][3]. - The specific account details include three accounts with the following numbers: 887033000125, 887033000123, and 887033000138 [2]. Group 2: Establishment of New Special Settlement Accounts - The company has opened new special settlement accounts for financial products at Shenwan Hongyuan Securities and Huazheng Securities to facilitate the purchase of new financial products [2][3]. - The new account numbers at Shenwan Hongyuan Securities are 823402056411 and 823402056407 [2]. Group 3: Risk Control Measures - The company will adhere to relevant regulations and internal policies to manage cash effectively and will monitor the performance of cash investment products [3]. - Independent directors and the supervisory board have the authority to oversee the company's fund usage and cash management [3]. Group 4: Impact on the Company - The use of temporarily idle raised funds for cash management is aimed at improving the efficiency of fund utilization and generating investment returns, ultimately benefiting shareholders [3].
碳博会聚焦循环经济:让绿色技术成为产业增长的核心动能
Nan Fang Du Shi Bao· 2025-06-06 06:22
以"走向碳中和之路"为主题的2025上海国际碳中和技术、产品与成果博览会(简称"碳博会")于6月5日 至7日在上海新国际博览中心举办,来自15个国家和地区的逾300家企业参展。 上海市委副书记、市长龚正在开幕式致辞中表示,绿色转型是应对气候变化的必由之路,也是经济社会 发展的新引擎。从政府层面,期待通过上海国际碳中和博览会,推动更多绿色低碳技术产品和业务服务 的交流合作,共建清洁、美丽、可持续的世界。 南都记者了解到,上海市杨浦区正加速发展绿色低碳产业,预计2030年绿色低碳产业规模达到500亿元 左右。6月5日下午,由上海市杨浦区人民政府指导、上海技术交易所主办的双碳科技与循环经济协同创 新活动在碳博会举办.。 兴业银行首席经济学家鲁政委出席活动,并以《碳足迹壁垒:欧盟之盾与中国之矛》为题,剖析了欧盟 碳边境调整机制对全球供应链的影响,提出中国企业需以技术创新和标准升级应对"碳足迹壁垒",锻造 国际竞争新优势。 此外,由上海质量管理科学研究院、山鹰国际等单位编制的《循环利用产品降碳评定与标识应用要求》 在会上正式发布,通过量化降碳量、划分等级,填补了国内循环产品降碳标准空白,为市场推广提供统 一规范。 活动 ...