Group 1 - The Sci-Tech Chip Index experienced a high and then a pullback, with trading volume exceeding 16 billion yuan, indicating active trading [1] - The Sci-Tech Chip ETF (588290) rose by 0.35% as of the report, with a nearly 50% cumulative increase over the past year [1] - The Chairman of the China Securities Regulatory Commission highlighted the significant improvement in the proportion of technology companies among A-share listed companies, increasing from 12% to 27% over the past decade [1] Group 2 - The electronic technology industry is expected to have significant long-term growth opportunities due to slow demand recovery and continuous technological advancements [2] - The AIOT sector is benefiting from the trend towards smart technology, with strong demand for computing chips and optical devices, driving the development of the semiconductor equipment and materials industry [2] - The semiconductor industry is anticipated to fully recover by 2025, with an accelerated clearing of the competitive landscape and continuous improvement in profits for related companies [2]

科创板政策及行业动态一览： 目前，科创板集成电路领域公司总数达119家，占A股同类上市公司的"半壁江山"，涵盖上游芯片设 计、中游晶圆代工及下游封装测试，形成上下游链条完整、产业功能齐备的发展格局。自"科创板八 条"提出"更大力度支持并购重组"以来，科创板集成电路公司并购重组展现出前所未有的活力，并且在 交易结构、并购标的、整合方向等多个方面，展现出新特征，引领并购市场的发展新方向。 当前逆全球化加剧，自主可控需求迫切，新质生产力发展的必要性进一步提升。科创板硬科技属性鲜 明，主要聚焦于电子核心产业、新兴软件和新型信息技术服务、生物医药产业、智能制造装备产业等， 映射了当前中国先进制造业的崛起。科创信息（300730）ETF、科创芯片ETF基金等代表新质生产力的 投资方向值得长期关注。 科创板行情回顾及资金流向： 过去一周科创板整体表现下跌。科创50指数下跌1.89%，科创信息指数下跌2.59%。 行业层面，科创板前五大行业分别为电子、医药生物、电力设备、计算机和机械设备，合计占科创板 87.2%的公司市值。 ETF资金流向方面，跟踪科创板相关指数的ETF当周资金净流入17亿元，年初以来资金净流出216.1亿 ...

Group 1 - Haiguang Information disclosed a major asset restructuring plan on June 9, proposing to issue A-shares to all shareholders of Zhongke Shuguang in exchange for their shares [1] - The exchange price for Haiguang Information's shares is set at 143.46 CNY per share, while the exchange price for Zhongke Shuguang's shares is 79.26 CNY per share [1] - After the merger, Zhongke Shuguang will be delisted, and Haiguang Information will inherit all assets, liabilities, businesses, personnel, contracts, and other rights and obligations of Zhongke Shuguang [1] Group 2 - According to Zhongtai Securities, the strategic restructuring is expected to achieve complementary capabilities in the computing power industry chain and technical synergy, creating an integrated solution for "domestic chips + server systems" [1] - The merger aims to enhance the development of high-end chips and optimize integrated technology solutions, accelerating the realization of economies of scale [1] - Dongwu Securities indicated that in the short term, the rotation of themes will continue, and a weak dollar environment could benefit Chinese assets, potentially leading to a new round of growth in A-shares [2] Group 3 - On June 10, following the merger announcement, Zhongke Shuguang's shares hit the daily limit, while Haiguang Information's shares rose nearly 9% [2] - The Huashan Xinchuan ETF trio, including the Sci-Tech Chip ETF (588290), Sci-Tech Information ETF (588260), and Digital Economy ETF (159658), received significant market attention and capital inflows [2] - The Sci-Tech Chip ETF closely tracks the Shanghai Stock Exchange Sci-Tech Board Chip Index, reflecting the performance of semiconductor-related companies [3]

近期，多家科创板上市公司披露重大资产重组相关公告。据中国证券报，Wind数据显示，"科创板八 条"政策出台后，科创板上市公司披露重大资产重组方案数量达到105家。今年以来，科创板上市公司披 露重大资产重组方案数量达到44家。 ETF方面，截至6月9日，科创芯片ETF基金（588290）近1年涨幅近65%，其中海光信息持仓占比为 9.15%；科创信息ETF(588260)近一年涨幅超48%，其中海光信息持仓占比9.37%。 消息面上，6月9日晚间，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。6月10日开盘，中科曙光复牌 一字涨停，封单金额超168亿元，海光信息涨超5%。 东海证券表示，电子科技行业在行业需求缓慢复苏和国内技术持续进步的背景下，长期成长机遇依然显 著。重点关注AIOT板块，受益于智能物联网的广泛应用；AI创新驱动板块，算力芯片和光器件领域的 技术突破将带来新增长点；上游供应链国产替代预期的半导体设备、零组件及材料产业，随着国产化进 程加速，市场潜力巨大；消费电子周期有望筑底反弹，CIS、射频、存储、模 ...

上海证券表示，电子行业维持增持评级，预计2025年半导体产业将迎来全面复苏，产业竞争格局加速优 化，盈利周期及企业利润持续回升。半导体关键材料自主创新成为核心逻辑，推动产业链自主可控能力 提升。随着市场出清和修复进程加快，行业整体发展前景乐观，相关企业有望受益于市场回暖和产业升 级的双重红利。 中国银河表示，美国关税政策加速全球产业链区块化，对全球制造业尤其是半导体行业影响深远。中国 半导体协会修改原产地认定规则，利好国产射频/模拟芯片替代，增加美国半导体公司出口成本，强化 国内终端厂商选择国产供应链决心。核心技术平台突破推动车规级产品批量供货，在全球产业结构调整 中抢占增量空间。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） 今日，算力硬件股午后持续走强，CPO、PCB等方向领涨，生益电子触及20CM涨停，胜宏科技、鼎泰 高科、瑞可达、仕佳光子、德科立、博创科技涨超10%。截至13点45分，ETF方面，科创芯片ETF基金 （588290）盘中持续拉升，涨幅达到1.92%，分时成交量迅速放大。 消息面上，据科创板日报消息，WSTS（世界半导体贸易统计协会） ...