11月24日，中科曙光盘中下跌2.02%，截至09:51，报93.84元/股，成交9.13亿元，换手率0.66%，总市值 1372.99亿元。 分红方面，中科曙光A股上市后累计派现19.22亿元。近三年，累计派现10.83亿元。 机构持仓方面，截止2025年9月30日，中科曙光十大流通股东中，华泰柏瑞沪深300ETF（510300）位居 第六大流通股东，持股2492.28万股，相比上期减少106.26万股。易方达沪深300ETF（510310）位居第 七大流通股东，持股2091.10万股，相比上期增加213.47万股。华夏沪深300ETF（510330）位居第九大 流通股东，持股1343.85万股，相比上期减少18.11万股。香港中央结算有限公司退出十大流通股东之 列。 责任编辑：小浪快报 资料显示，曙光信息产业股份有限公司位于北京市海淀区东北旺西路8号院36号楼，成立日期2006年3月 7日，上市日期2014年11月6日，公司主营业务涉及研究、开发、生产制造高性能计算机、通用服务器及 存储产品,并围绕高端计算机提供软件开发、系统集成与技术服务。主营业务收入构成为：IT设备 88.79%，软件开发、系统集成及 ...

Core Viewpoint - Zhongke Shuguang's stock performance shows a slight decline with significant financing activities indicating high market interest and potential volatility [1][2]. Financing Activities - On November 20, Zhongke Shuguang experienced a financing buy-in of 258 million yuan, with a net financing outflow of 136 million yuan, resulting in a total financing balance of 9.551 billion yuan [1]. - The financing balance of 9.533 billion yuan accounts for 6.52% of the circulating market value, indicating a high level compared to the past year [1]. - The company also reported a securities lending activity with 4,600 shares sold and a remaining balance of 18,000 shares, reflecting a securities lending balance of 17.99 million yuan, which is also at a high level [1]. Company Overview - Zhongke Shuguang, established on March 7, 2006, and listed on November 6, 2014, specializes in high-performance computing, general servers, and storage products, with 88.79% of its revenue coming from IT equipment [1]. - The company reported a revenue of 8.82 billion yuan for the first nine months of 2025, marking a year-on-year growth of 9.68%, and a net profit of 966 million yuan, reflecting a 25.55% increase [2]. Shareholder Information - As of October 10, 2025, the number of shareholders decreased to 323,500, while the average number of circulating shares per person increased to 4,521 [2]. - Cumulative cash dividends since the A-share listing amount to 1.922 billion yuan, with 1.083 billion yuan distributed over the last three years [3]. - Major institutional shareholders include Huatai-PB CSI 300 ETF and E Fund CSI 300 ETF, with notable changes in their holdings [3].

Core Viewpoint - Zhongke Shuguang's stock price has shown significant volatility, with a year-to-date increase of 50.74% but a recent decline over the past few trading days, indicating potential market fluctuations and investor sentiment shifts [1][2]. Company Overview - Zhongke Shuguang, established on March 7, 2006, and listed on November 6, 2014, is based in Beijing and specializes in high-performance computing, general servers, and storage products, alongside software development and system integration services [1]. - The company's main revenue sources are IT equipment (88.79%), software development, system integration, and technical services (11.15%), with other contributions at 0.06% [1]. Financial Performance - For the period from January to September 2025, Zhongke Shuguang reported a revenue of 8.82 billion yuan, reflecting a year-on-year growth of 9.68%, and a net profit attributable to shareholders of 966 million yuan, marking a 25.55% increase [2]. - The company has distributed a total of 1.92 billion yuan in dividends since its A-share listing, with 1.08 billion yuan distributed over the past three years [3]. Shareholder Information - As of October 10, 2025, Zhongke Shuguang had 323,500 shareholders, a decrease of 1.70% from the previous period, with an average of 4,521 circulating shares per shareholder, an increase of 1.73% [2]. - The top ten circulating shareholders include various ETFs, with notable changes in holdings among them, such as Huatai-PB's Hu-Shen 300 ETF reducing its stake by 1.06 million shares [3].

Core Viewpoint - Zhongke Shuguang's stock price has shown significant growth this year, with a year-to-date increase of 53.25%, reflecting strong market interest and performance in the high-performance computing sector [1][2]. Company Overview - Zhongke Shuguang, established on March 7, 2006, and listed on November 6, 2014, is based in Beijing and specializes in high-performance computers, general servers, and storage products, along with software development and system integration services [1]. - The company's revenue composition includes 88.79% from IT equipment, 11.15% from software development and system integration, and 0.06% from other sources [1]. Financial Performance - For the first half of 2025, Zhongke Shuguang reported revenue of 5.85 billion yuan, a year-on-year increase of 2.41%, and a net profit attributable to shareholders of 729 million yuan, reflecting a growth of 29.39% [2]. - The company has distributed a total of 1.92 billion yuan in dividends since its A-share listing, with 1.08 billion yuan distributed over the past three years [3]. Shareholder Information - As of October 10, 2023, Zhongke Shuguang had 323,500 shareholders, an increase of 6.20% from the previous period, with an average of 4,521 circulating shares per shareholder, down by 5.84% [2]. - Major shareholders include Hong Kong Central Clearing Limited, which holds 44.23 million shares, and several ETFs, indicating a diversified institutional interest [3].

Core Viewpoint - Zhongke Shuguang's stock performance shows a slight increase, with significant trading activity and a high level of financing and margin trading, indicating strong investor interest and potential volatility in the stock price [1][2]. Financing and Margin Trading - On October 20, Zhongke Shuguang's financing buy-in amounted to 574 million yuan, while financing repayment was 647 million yuan, resulting in a net financing outflow of 73.1 million yuan [1]. - The total financing and margin trading balance reached 10.127 billion yuan, with the financing balance accounting for 6.59% of the circulating market value, indicating a high level compared to the past year [1]. - The margin trading activity included a repayment of 10,900 shares and a sale of 1,900 shares, with a margin balance of 11.1667 million yuan, also reflecting a high level compared to historical data [1]. Company Overview - Zhongke Shuguang, established on March 7, 2006, and listed on November 6, 2014, is based in Beijing and specializes in high-performance computing, general servers, and storage products, along with software development and system integration services [1]. - The company's revenue composition shows that IT equipment accounts for 88.79% of total revenue, while software development and related services contribute 11.15% [1]. Shareholder Information - As of October 10, the number of shareholders increased to 323,500, with an average of 4,521 circulating shares per person, a decrease of 5.84% from the previous period [2]. - By June 30, 2025, major shareholders included Hong Kong Central Clearing Limited, which increased its holdings by 18.71 million shares, and several ETFs that also increased their positions [3]. Financial Performance - For the first half of 2025, Zhongke Shuguang reported a revenue of 5.850 billion yuan, reflecting a year-on-year growth of 2.41%, while the net profit attributable to shareholders was 729 million yuan, showing a significant increase of 29.39% [2]. Dividend Distribution - Since its A-share listing, Zhongke Shuguang has distributed a total of 1.922 billion yuan in dividends, with 1.083 billion yuan distributed over the past three years [3].

Core Viewpoint - Zhongke Shuguang's stock has shown significant growth this year, with a year-to-date increase of 66.38% and a recent surge of 7.53% over the past five trading days [1] Company Overview - Zhongke Shuguang, established on March 7, 2006, and listed on November 6, 2014, is based in Haidian District, Beijing. The company specializes in high-performance computing, general servers, and storage products, along with software development, system integration, and technical services [1] - The company's revenue composition is as follows: IT equipment accounts for 88.79%, software development, system integration, and technical services make up 11.15%, while other sources contribute 0.06% [1] Financial Performance - For the first half of 2025, Zhongke Shuguang reported revenue of 5.85 billion yuan, reflecting a year-on-year growth of 2.41%. The net profit attributable to shareholders was 729 million yuan, marking a significant increase of 29.39% [2] - Since its A-share listing, Zhongke Shuguang has distributed a total of 1.922 billion yuan in dividends, with 1.083 billion yuan distributed over the past three years [3] Shareholder Information - As of June 30, 2025, Zhongke Shuguang had 358,900 shareholders, an increase of 2.99% from the previous period. The average number of tradable shares per shareholder decreased by 2.91% to 4,075 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder with 44.2271 million shares, an increase of 18.7149 million shares from the previous period [3]

Core Viewpoint - Zhongke Shuguang's stock price has increased by 20.74% over the past three days, indicating strong market performance and investor interest [1] Company Overview - Zhongke Shuguang, established on March 7, 2006, and listed on November 6, 2014, is located in Haidian District, Beijing [1] - The company specializes in the research, development, and manufacturing of high-performance computers, general servers, and storage products, along with software development, system integration, and technical services [1] - Revenue breakdown: IT equipment accounts for 88.79%, software development and system integration services for 11.15%, and other sources for 0.06% [1] Fund Holdings - The fund under Fangzheng Fubon has a significant holding in Zhongke Shuguang, with the Fangzheng Fubon Hong Kong-Shenzhen Artificial Intelligence 50 ETF (517800) being the ninth largest holding [2] - The fund reduced its holdings by 76,700 shares in the second quarter, maintaining 161,600 shares, which represents 4.18% of the fund's net value [2] - The fund has realized a floating profit of approximately 806,400 yuan today and 2,719,700 yuan during the three-day price increase [2] Fund Performance - Fangzheng Fubon Hong Kong-Shenzhen Artificial Intelligence 50 ETF (517800) was established on August 4, 2021, with a current size of 272 million yuan [2] - Year-to-date return is 45.82%, ranking 525 out of 4222 in its category; one-year return is 109.5%, ranking 216 out of 3802; and since inception, the return is 5.21% [2] Fund Managers - The fund managers are Wu Hao and Xu Weijun, with Wu having a tenure of 7 years and 83 days, managing assets totaling 3.785 billion yuan [3] - Wu's best fund return during his tenure is 103.08%, while the worst is -33.88% [3] - Xu has a tenure of 4 years and 163 days, managing assets of 541 million yuan, with a best return of 50.17% and a worst return of -30.33% during his tenure [3]

Core Viewpoint - Zhongke Shuguang's stock price closed at 68.08 yuan on August 8, 2025, down 0.76% from the previous trading day, with a trading volume of 1.209 billion yuan and a turnover rate of 1.21% [1] Group 1: Company Overview - Zhongke Shuguang specializes in the research, development, production, and sales of high-performance computers, general servers, and storage products [1] - The company's products are widely used in government, energy, internet, education, and transportation sectors [1] - In the liquid cooling technology sector, Zhongke Shuguang holds a 60% market share with a PUE value as low as 1.04, suitable for high-density computing needs [1] Group 2: Market Developments - OpenAI recently launched its next-generation AI model, GPT-5, which is expected to drive demand for reasoning-end computing power [1] - As a representative enterprise in the computing infrastructure sector, Zhongke Shuguang is anticipated to benefit from the development of new AI applications [1] Group 3: Capital Flow - On August 8, 2025, Zhongke Shuguang experienced a net outflow of 139 million yuan in principal funds, with a cumulative net outflow of 511 million yuan over the past five days [2]