
2026-08-05 科创50ETF外部事件:回购提议、业绩说明会与并购进展
本期补充6条可核验的STAR50相关场外事件,覆盖佰维存储回购提议、华虹宏力业绩披露安排与并购程序、拓荆科技募资置换和激励计划执行。
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"as_of": "2026-08-05T13:30:00+08:00",
"asset_keys": ["STAR50"],
"instrument": {
"name": "科创 50ETF",
"exchange_symbol": "SSE.588000"
},
"events": [
{
"event_id": "STAR50-20260723-BIWIN-BUYBACK-PROPOSAL-V1",
"title": "佰维存储董事长提议回购 2 亿至 2.5 亿元",
"event_time_utc": "2026-07-23",
"event_time_quality": "day_only",
"published_at_utc": "2026-07-23T00:00:00Z",
"event_type": "capital_flow",
"source_tier": "A",
"asset_keys": ["STAR50"],
"direction_score": {"STAR50": 0},
"confidence": 92,
"horizon": "weeks",
"transmission_chain": "佰维存储控股股东、实际控制人及董事长提议回购并注销股份→公司总股本与股东回报安排信息变化→佰维存储个股信息经科创 50 指数权重传导至科创 50ETF 价格",
"invalidation_conditions": [
"回购提议未获审议通过、被撤回或方案发生重大调整时,以新 event_id 更新",
"后续公告改变回购金额、价格上限、资金来源或股份用途时,以最新公告替代本条",
"本条记录回购提议,不写成回购已经实施或股份已经注销"
],
"raw_facts": {
"公告主体": "控股股东、实际控制人、董事长孙成思",
"回购方式": "集中竞价",
"回购资金总额": "2 亿元至 2.5 亿元",
"回购价格上限": "不超过 558.44 元/股(含)",
"资金来源": "公司自有资金或自筹资金",
"股份用途": "拟全部用于注销并减少注册资本",
"科创 50 归属复核": "佰维存储(688525)列入科创 50 相关基金持仓资料"
},
"source_urls": [
"https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-07-23/688525_20260723_BQV8.pdf",
"[https://business.[sohu.com/a/1053735025_387251](https://business.sohu.com/a/1053735025_387251)](https://sohu.com/a/1053735025_387251](https://business.sohu.com/a/1053735025_387251))",
"https://www.sse.com.cn/disclosure/fund/announcement/c/new/2026-05-28/588940_20260528_8LNZ.pdf"
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"source": [
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"publisher": "深圳佰维存储科技股份有限公司/上海证券交易所",
"title": "关于控股股东、实际控制人、董事长提议回购公司股份的提示性公告",
"published_at": "2026-07-23T00:00:00Z",
"url": "https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-07-23/688525_20260723_BQV8.pdf"
},
{
"publisher": "金融投资报",
"title": "千亿细分龙头或加入回购大军 佰维存储董事长提议最高回购资金 2.5 亿元",
"published_at": "2026-07-23T11:29:00+08:00",
"url": "[https://business.[sohu.com/a/1053735025_387251](https://business.sohu.com/a/1053735025_387251)](https://sohu.com/a/1053735025_387251](https://business.sohu.com/a/1053735025_387251))"
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{
"publisher": "上海证券交易所/富国基金",
"title": "富国上证科创板 50 成份交易型开放式指数证券投资基金招募说明书(更新)",
"published_at": "2026-05-28T00:00:00Z",
"url": "https://www.sse.com.cn/disclosure/fund/announcement/c/new/2026-05-28/588940_20260528_8LNZ.pdf"
}
]
},
{
"event_id": "STAR50-20260813-HHGRACE-Q2-BRIEFING-V1",
"title": "华虹宏力定于 8 月 13 日披露二季度业绩并开说明会",
"event_time_utc": "2026-08-13T09:00:00Z",
"event_time_quality": "exact",
"published_at_utc": "2026-07-31T00:00:00Z",
"event_type": "earnings_guidance",
"source_tier": "A",
"asset_keys": ["STAR50"],
"direction_score": {"STAR50": 0},
"confidence": 96,
"horizon": "days",
"transmission_chain": "华虹宏力公告二季度业绩披露及业绩说明会时间→晶圆制造成分股的财报信息进入市场信息集→华虹宏力个股信息经科创 50 指数权重传导至科创 50ETF 价格",
"invalidation_conditions": [
"公司更改二季度业绩披露日或说明会时间时,以新 event_id 更新",
"说明会取消或实际披露内容未按公告安排发布时,以后续公司公告为准",
"本条只记录披露安排,不将尚未发布的业绩数字写成已发生事实"
],
"raw_facts": {
"二季度业绩披露安排": "2026 年 8 月 13 日交易时段后",
"业绩说明会时间": "2026 年 8 月 13 日 17:00 至 18:00(北京时间)",
"会议方式": "网络/电话会议",
"网络直播": "[https://www.[huahonggrace.com/s/ir_calendar.php](https://www.huahonggrace.com/s/ir_calendar.php)](https://huahonggrace.com/s/ir_calendar.php](https://www.huahonggrace.com/s/ir_calendar.php));[https://edge.[media-server.com/mmc/p/v5ngm38a](https://edge.media-server.com/mmc/p/v5ngm38a)](https://media-server.com/mmc/p/v5ngm38a](https://edge.media-server.com/mmc/p/v5ngm38a))",
"电话注册": "[https://register-[conf.media-server.com/register/BI5899f0c2c6ab4ae29ebd89d5682ac3e6](https://register-conf.media-server.com/register/BI5899f0c2c6ab4ae29ebd89d5682ac3e6)](https://conf.media-server.com/register/BI5899f0c2c6ab4ae29ebd89d5682ac3e6](https://register-conf.media-server.com/register/BI5899f0c2c6ab4ae29ebd89d5682ac3e6))",
"科创 50 归属复核": "华虹宏力(688347)列入科创 50 相关基金持仓资料"
},
"source_urls": [
"https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-07-31/688347_20260731_AYKO.pdf",
"https://www.sse.com.cn/disclosure/fund/announcement/c/new/2026-05-28/588940_20260528_8LNZ.pdf"
],
"source": [
{
"publisher": "华虹宏力半导体有限公司/上海证券交易所",
"title": "关于召开 2026 年第二季度业绩说明会的预告公告",
"published_at": "2026-07-31T00:00:00Z",
"url": "https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-07-31/688347_20260731_AYKO.pdf"
},
{
"publisher": "上海证券交易所/富国基金",
"title": "富国上证科创板 50 成份交易型开放式指数证券投资基金招募说明书(更新)",
"published_at": "2026-05-28T00:00:00Z",
"url": "https://www.sse.com.cn/disclosure/fund/announcement/c/new/2026-05-28/588940_20260528_8LNZ.pdf"
}
]
},
{
"event_id": "STAR50-20260724-HHGRACE-HUALI-ADVISOR-UPDATE-V1",
"title": "华虹宏力变更华力微并购独立财务顾问主办人",
"event_time_utc": "2026-07-24",
"event_time_quality": "day_only",
"published_at_utc": "2026-07-24T00:00:00Z",
"event_type": "capital_flow",
"source_tier": "A",
"asset_keys": ["STAR50"],
"direction_score": {"STAR50": 0},
"confidence": 94,
"horizon": "weeks",
"transmission_chain": "华虹宏力披露华力微交易独立财务顾问主办人变更及交易程序节点→发行股份购买资产事项的执行与信息披露状态更新→华虹宏力个股信息经科创 50 指数权重传导至科创 50ETF 价格",
"invalidation_conditions": [
"华力微交易被终止、否决或交易方案发生重大调整时,以新 event_id 更新",
"独立财务顾问或主办人再次变更时,以后续公告替代本条",
"本条记录交易程序更新,不写成华力微股权已经交割"
],
"raw_facts": {
"拟购买资产": "上海华力微电子有限公司 97.4988%股权",
"交易方式": "发行股份购买资产并募集配套资金",
"上交所受理日期": "2026 年 3 月 30 日,上证科审并购重组〔2026〕15 号",
"上交所并购重组委审议日期": "2026 年 6 月 18 日,2026 年第 9 次审议会议",
"证监会注册批复日期": "2026 年 7 月 8 日,证监许可〔2026〕1642 号",
"原主办人": "李淳、聂绪雯",
"变更后主办人": "李淳、陈亚聪",
"变更原因": "聂绪雯因工作变动不再担任主办人",
"supersedes": "STAR50-20260708-HHGRACE-HUALI-REGISTRATION-V1",
"科创 50 归属复核": "华虹宏力(688347)列入科创 50 相关基金持仓资料"
},
"source_urls": [
"https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-07-24/688347_20260724_33MX.pdf",
"https://www.sse.com.cn/disclosure/fund/announcement/c/new/2026-05-28/588940_20260528_8LNZ.pdf"
],
"source": [
{
"publisher": "华虹宏力半导体有限公司/上海证券交易所",
"title": "关于变更独立财务顾问主办人的公告",
"published_at": "2026-07-24T00:00:00Z",
"url": "https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-07-24/688347_20260724_33MX.pdf"
},
{
"publisher": "上海证券交易所/富国基金",
"title": "富国上证科创板 50 成份交易型开放式指数证券投资基金招募说明书(更新)",
"published_at": "2026-05-28T00:00:00Z",
"url": "https://www.sse.com.cn/disclosure/fund/announcement/c/new/2026-05-28/588940_20260528_8LNZ.pdf"
}
]
},
{
"event_id": "STAR50-20260730-TOPCOV-REPLACES-PREINVESTMENT-V1",
"title": "拓荆科技拟以募集资金置换 2.31 亿元先投款",
"event_time_utc": "2026-07-30",
"event_time_quality": "day_only",
"published_at_utc": "2026-07-31T00:00:00Z",
"event_type": "capital_flow",
"source_tier": "A",
"asset_keys": ["STAR50"],
"direction_score": {"STAR50": 0},
"confidence": 93,
"horizon": "weeks",
"transmission_chain": "拓荆科技董事会通过募集资金置换预先投入募投项目的自筹资金→半导体设备基地、研发中心及流动资金的资金安排变化→拓荆科技个股信息经科创 50 指数权重传导至科创 50ETF 价格",
"invalidation_conditions": [
"董事会决议被撤销或置换金额、项目范围被后续公告更正时,以新 event_id 更新",
"募集资金未按公告用途完成置换时,以后续公司公告为准",
"本条记录资金置换安排,不把募集资金用途扩展为已完成的产能或利润变化"
],
"raw_facts": {
"董事会审议日期": "2026 年 7 月 30 日",
"募集资金净额": "4,558,252,351.88 元",
"截至 2026 年 6 月 17 日预先投入金额": "23,065.43 万元",
"置换安排": "拟全部使用募集资金等额置换",
"募投方向": "高端半导体设备产业化基地建设、前沿技术研发中心建设及补充流动资金",
"鉴证与核查": "天健会计师事务所鉴证;保荐机构中信建投证券发表无异议核查意见",
"科创 50 归属复核": "拓荆科技(688072)列入科创 50 相关基金持仓资料"
},
"source_urls": [
"https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-07-31/688072_20260731_07K9.pdf",
"https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-07-31/688072_20260731_IDGX.pdf",
"https://www.sse.com.cn/disclosure/fund/announcement/c/new/2026-05-28/588940_20260528_8LNZ.pdf"
],
"source": [
{
"publisher": "拓荆科技股份有限公司/上海证券交易所",
"title": "关于使用募集资金置换预先投入募投项目的自筹资金的公告",
"published_at": "2026-07-31T00:00:00Z",
"url": "https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-07-31/688072_20260731_07K9.pdf"
},
{
"publisher": "中信建投证券",
"title": "关于拓荆科技使用募集资金置换预先投入募投项目自筹资金的核查意见",
"published_at": "2026-07-31T00:00:00Z",
"url": "https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-07-31/688072_20260731_IDGX.pdf"
},
{
"publisher": "上海证券交易所/富国基金",
"title": "富国上证科创板 50 成份交易型开放式指数证券投资基金招募说明书(更新)",
"published_at": "2026-05-28T00:00:00Z",
"url": "https://www.sse.com.cn/disclosure/fund/announcement/c/new/2026-05-28/588940_20260528_8LNZ.pdf"
}
]
},
{
"event_id": "STAR50-20260730-TOPCOV-2023-INCENTIVE-VESTING-V1",
"title": "拓荆科技 2023 年激励计划可归属 35.9572 万股",
"event_time_utc": "2026-07-30",
"event_time_quality": "day_only",
"published_at_utc": "2026-07-31T00:00:00Z",
"event_type": "capital_flow",
"source_tier": "A",
"asset_keys": ["STAR50"],
"direction_score": {"STAR50": 0},
"confidence": 92,
"horizon": "weeks",
"transmission_chain": "拓荆科技公告 2023 年限制性股票激励计划预留授予部分第一个归属期条件成就→潜在股份供给与员工激励安排进入公司治理信息集→拓荆科技个股信息经科创 50 指数权重传导至科创 50ETF 价格",
"invalidation_conditions": [
"归属登记数量、对象或授予价格被后续公告更正时,以新 event_id 更新",
"归属程序未完成或计划被取消时,不将本条写成股份已经登记",
"本条不推断激励计划对股价或 ETF 的方向性影响"
],
"raw_facts": {
"计划": "2023 年限制性股票激励计划预留授予部分第一个归属期",
"可归属数量": "35.9572 万股",
"归属人数": "193 名",
"授予价格": "93.76 元/股",
"股票来源": "公司向激励对象定向发行 A 股普通股股票",
"归属条件": "公司层面和个人层面考核均已达标",
"科创 50 归属复核": "拓荆科技(688072)列入科创 50 相关基金持仓资料"
},
"source_urls": [
"https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-07-31/688072_20260731_2CZN.pdf",
"https://www.sse.com.cn/disclosure/fund/announcement/c/new/2026-05-28/588940_20260528_8LNZ.pdf"
],
"source": [
{
"publisher": "拓荆科技股份有限公司/上海证券交易所",
"title": "2023 年限制性股票激励计划预留授予部分第一个归属期符合归属条件的公告",
"published_at": "2026-07-31T00:00:00Z",
"url": "https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-07-31/688072_20260731_2CZN.pdf"
},
{
"publisher": "上海证券交易所/富国基金",
"title": "富国上证科创板 50 成份交易型开放式指数证券投资基金招募说明书(更新)",
"published_at": "2026-05-28T00:00:00Z",
"url": "https://www.sse.com.cn/disclosure/fund/announcement/c/new/2026-05-28/588940_20260528_8LNZ.pdf"
}
]
},
{
"event_id": "STAR50-20260730-TOPCOV-2025-INCENTIVE-CANCEL-V1",
"title": "拓荆科技 2025 年激励计划作废 13.4460 万股",
"event_time_utc": "2026-07-30",
"event_time_quality": "day_only",
"published_at_utc": "2026-07-31T00:00:00Z",
"event_type": "capital_flow",
"source_tier": "A",
"asset_keys": ["STAR50"],
"direction_score": {"STAR50": 0},
"confidence": 91,
"horizon": "weeks",
"transmission_chain": "拓荆科技公告 2025 年限制性股票激励计划部分股份因离职及绩效原因作废→潜在股份供给与激励计划执行信息变化→拓荆科技个股信息经科创 50 指数权重传导至科创 50ETF 价格",
"invalidation_conditions": [
"作废数量、原因或授予价格被后续公告更正时,以新 event_id 更新",
"公司后续恢复、调整或重新授予相关股份时,以新 event_id supersedes 本条",
"本条只记录激励计划执行事实,不推断对股价或 ETF 的方向性影响"
],
"raw_facts": {
"离职对象作废数量": "13.3414 万股,涉及 128 名激励对象",
"绩效原因作废数量": "0.1046 万股,涉及 15 名激励对象",
"合计作废数量": "13.4460 万股",
"调整后授予价格": "89.40 元/股",
"审议日期": "2026 年 7 月 30 日",
"科创 50 归属复核": "拓荆科技(688072)列入科创 50 相关基金持仓资料"
},
"source_urls": [
"https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-07-31/688072_20260731_3I24.pdf",
"https://www.sse.com.cn/disclosure/fund/announcement/c/new/2026-05-28/588940_20260528_8LNZ.pdf"
],
"source": [
{
"publisher": "拓荆科技股份有限公司/上海证券交易所",
"title": "关于调整公司 2025 年限制性股票激励计划相关事项及作废部分已授予尚未归属的限制性股票的公告",
"published_at": "2026-07-31T00:00:00Z",
"url": "https://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-07-31/688072_20260731_3I24.pdf"
},
{
"publisher": "上海证券交易所/富国基金",
"title": "富国上证科创板 50 成份交易型开放式指数证券投资基金招募说明书(更新)",
"published_at": "2026-05-28T00:00:00Z",
"url": "https://www.sse.com.cn/disclosure/fund/announcement/c/new/2026-05-28/588940_20260528_8LNZ.pdf"
}
]
}
],
"exclusions": [
"未重复金山办公、澜起科技、寒武纪说明会及已发布的半导体业绩、并购和股权事项",
"未纳入行情价格、技术指标、ETF 申赎、资金流量、点位或操作建议",
"未纳入无法核验公告时间、无法确认属于 STAR50 或缺少原始数值事实的候选事项"
]
}
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