【大河财立方 记者 王磊彬】5月25日晚间，上海证券交易所主板上市公司曙光信息产业股份有限公司 （以下简称中科曙光）与科创板上市公司海光信息技术股份有限公司（以下简称海光信息）双双发布公 告，两家公司拟筹划重大资产重组。 根据公告内容，海光信息正在筹划通过向中科曙光全体A股换股股东发行A股股票的方式换股吸收合并 中科曙光，并发行A股股票募集配套资金。 作为海光信息第一大股东，中科曙光被其吸收合并后将对两家公司产生哪些影响？中科曙光将何去何 从？ "本次重组涉及事项较多、涉及流程较为复杂，根据上海证券交易所的相关规定，预计停牌时间不超过 10个交易日。"中科曙光表示，停牌期间，公司将积极推进各项工作，并根据事项进展情况，严格按照 有关法律法规的规定和要求履行信息披露义务。 作为国内信息产业的头部企业，中科曙光主要从事高端计算机、存储、安全、数据中心产品的研发及制 造，同时大力发展数字基础设施建设、智能计算等业务。海光信息主营业务是研发、设计和销售应用于 | 证券代码 证券简称 停复牌类型 停牌起始日 | | | 停牌期间 停牌终止日 | 复牌日 | | --- | --- | --- | --- | --- | ...

Core Viewpoint - Haiguang Information (688041.SH) is experiencing rapid growth, with a significant increase in revenue and net profit in the first quarter of this year, driven by high R&D investment and technological innovation in the AI computing sector [1][5]. Financial Performance - In Q1 2024, Haiguang Information achieved revenue of 2.4 billion yuan, a year-on-year increase of approximately 50.76%, and a net profit attributable to shareholders of about 506 million yuan, up 75.33% [1][5]. - The company has shown continuous revenue and net profit growth from 2021 to 2024, with revenue increasing from 2.31 billion yuan in 2021 to 9.16 billion yuan in 2024, representing a growth of 296.62% [6]. - The net profit increased from 327 million yuan in 2021 to 1.93 billion yuan in 2024, reflecting a growth of 490.52% [6]. R&D Investment - Haiguang Information invested 3.446 billion yuan in R&D in 2024, accounting for approximately 37.61% of its revenue, with total R&D investment exceeding 9.9 billion yuan over the past four years [2][10]. - The company has maintained a high R&D investment ratio, with previous years showing R&D expenditures of 1.585 billion yuan (2021), 2.067 billion yuan (2022), and 2.810 billion yuan (2023), representing 68.61%, 40.33%, and 46.74% of revenue respectively [9][10]. Workforce and Expertise - As of the end of 2024, Haiguang Information employed 2,157 R&D personnel, making up 90.18% of its total workforce, with 77.61% holding master's degrees or higher [3][10]. - The company aims to leverage its R&D capabilities to become a world-class chip enterprise, positioning itself as a leading player in the high-end processor market [4]. Market Position and Product Offering - Haiguang Information's products, including its CPU and DCU series, are widely used across various sectors such as telecommunications, finance, and education, showcasing strong performance and compatibility with major operating systems [8][9]. - The company has capitalized on the growing demand for AI computing power, with its DCU products supporting AI applications and enhancing its market competitiveness [5][6].