2026-08-05 科创50ETF外部事件：澜起回购进展与寒武纪中报安排

{ "schema_version": "1.0", "as_of": "2026-08-05T10:30:00+08:00", "asset_keys": ["STAR50"], "instrument": { "name": "科创 50ETF", "exchange_symbol": "SSE.588000" }, "events": [ { "event_id": "STAR50-20260804-MONTAGE-BUYBACK-PROGRESS-V1", "title": "澜起科技截至 7 月 31 日累计回购 70.50 万股", "event_time_utc": "2026-07-31", "event_time_quality": "day_only", "published_at_utc": "2026-08-03T19:40:46Z", "event_type": "capital_flow", "source_tier": "A", "asset_keys": ["STAR50"], "direction_score": { "STAR50": 1 }, "confidence": 96, "horizon": "days", "transmission_chain": "澜起科技披露回购进展→公司股票需求与股东权益维护预期→澜起科技作为科创 50 成分股的个股价格变化经指数权重传导至科创 50ETF 价格", "invalidation_conditions": [ "澜起科技公告取消或终止本次回购方案", "后续公告确认回购方案未按原计划继续实施", "后续公告更正或否定截至 2026-07-31 的累计回购数据" ], "raw_facts": { "supersedes": "STAR50-20260716-MONTAGE-BUYBACK-CAPITAL-FLOW-V1", "公告日期": "2026-08-04", "截至日期": "2026-07-31", "累计回购股份": "70.50 万股，占公司总股本 0.06%", "累计回购金额": "14,363.07 万元（不含佣金、过户费等交易费用）", "实际成交价格区间": "192.18 元/股至 210.00 元/股", "回购方案金额区间": "3 亿元至 6 亿元", "回购实施期限": "2026-07-24 至 2026-10-23", "回购用途": "维护公司价值及股东权益" }, "source_urls": [ "http://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-04/688008_20260804_H2FR.pdf", "http://www.sse.com.cn/star/market/stocklist/info/overview/index.shtml?COMPANY_CODE=688008", "https://finance.sina.cn/2026-08-03/detail-inikzuyp2771952.d.html" ], "source": [ { "publisher": "上海证券交易所／澜起科技", "title": "澜起科技关于以集中竞价交易方式回购 A 股股份的进展公告", "published_at": "2026-08-04T00:00:00Z", "url": "http://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-04/688008_20260804_H2FR.pdf" }, { "publisher": "新浪证券", "title": "澜起科技已回购 1.44 亿元股份 累计回购 70.50 万股占总股本 0.06%", "published_at": "2026-08-03T19:40:46Z", "url": "https://finance.sina.cn/2026-08-03/detail-inikzuyp2771952.d.html" } ] }, { "event_id": "STAR50-20260805-CAMBRICON-EARNINGS-BRIEFING-V1", "title": "寒武纪公告：8 月 8 日披露半年报并于 8 月 12 日说明会", "event_time_utc": "2026-08-12T07:00:00Z", "event_time_quality": "exact", "published_at_utc": "2026-08-04T18:15:00Z", "event_type": "earnings_guidance", "source_tier": "A", "asset_keys": ["STAR50"], "direction_score": { "STAR50": 0 }, "confidence": 97, "horizon": "days", "transmission_chain": "寒武纪公告披露半年度报告与业绩说明会时间→可预期的业绩信息披露窗口→寒武纪作为科创 50 成分股的个股信息经指数权重传导至科创 50ETF 价格", "invalidation_conditions": [ "寒武纪公告取消或改期 2026 年半年度报告披露", "寒武纪公告取消或改期 2026 年 8 月 12 日业绩说明会", "后续正式公告更正公告编号 2026-026 所载日期或时间" ], "raw_facts": { "公告编号": "2026-026", "公告落款日期": "2026-08-05", "半年度报告披露日期": "2026-08-08", "业绩说明会时间": "2026-08-12 15:00-16:00（Asia/Shanghai）", "对应 UTC 时间": "2026-08-12 07:00-08:00" }, "source_urls": [ "http://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-05/688256_20260805_PSP4.pdf", "[https://paper.[cnstock.com/html/2026-08/05/content_2252065.htm](https://paper.cnstock.com/html/2026-08/05/content_2252065.htm)](https://cnstock.com/html/2026-08/05/content_2252065.htm](https://paper.cnstock.com/html/2026-08/05/content_2252065.htm))", "https://finance.sina.com.cn/roll/2026-08-05/doc-inimevat3829173.shtml" ], "source": [ { "publisher": "上海证券交易所／中科寒武纪科技股份有限公司", "title": "关于召开 2026 年半年度业绩说明会的公告", "published_at": "2026-08-05T00:00:00Z", "url": "http://www.sse.com.cn/disclosure/listedinfo/announcement/c/new/2026-08-05/688256_20260805_PSP4.pdf" }, { "publisher": "中国证券网", "title": "中科寒武纪科技股份有限公司关于召开 2026 年半年度业绩说明会的公告", "published_at": "2026-08-05T00:00:00Z", "url": "[https://paper.[cnstock.com/html/2026-08/05/content_2252065.htm](https://paper.cnstock.com/html/2026-08/05/content_2252065.htm)](https://cnstock.com/html/2026-08/05/content_2252065.htm](https://paper.cnstock.com/html/2026-08/05/content_2252065.htm))" }, { "publisher": "新浪财经", "title": "中科寒武纪科技股份有限公司关于召开 2026 年半年度业绩说明会的公告", "published_at": "2026-08-04T18:15:00Z", "url": "https://finance.sina.com.cn/roll/2026-08-05/doc-inimevat3829173.shtml" } ] }, { "event_id": "STAR50-20260804-TOKEN-COMPUTE-BOND-POLICY-V1", "title": "全国首单 Token 算力工厂科创债发行规模 6 亿元", "event_time_utc": "unknown", "event_time_quality": "unknown", "published_at_utc": "2026-08-04T08:24:00Z", "event_type": "policy", "source_tier": "B", "asset_keys": ["STAR50"], "direction_score": { "STAR50": 0 }, "confidence": 83, "horizon": "weeks", "transmission_chain": "专项支持 Token 算力工厂的科技创新公司债券落地→AI 算力基础设施的外部融资工具与资金价格形成可观察样本→科创 50 中算力和半导体公司的融资预期经行业权重传导至科创 50ETF 价格", "invalidation_conditions": [ "发行文件或项目方后续公告撤销、否定或更正该债券发行信息", "募集资金未按披露投向无锡燧弘华创科技有限公司 Token 工厂项目", "后续披露显示该融资工具不属于科技创新公司债券或不涉及 Token 算力工厂" ], "raw_facts": { "债券简称": "26 科产 K1", "发行主体": "无锡高新区科创产业发展集团有限公司", "发行月份": "2026 年 7 月", "发行规模": "6 亿元", "期限": "5 年", "票面利率": "2.03%", "全场认购倍数": "3.1 倍", "募集资金用途": "重点投向无锡燧弘华创科技有限公司 Token 工厂项目", "科技创新债券累计发行": "约 3.02 万亿元（自 2025 年 5 月债市“科技板”新政落地以来）", "2026 年科创债已发行": "1.1 万多亿元" }, "source_urls": [ "https://www.cls.cn/detail/2445209" ], "source": [ { "publisher": "财联社", "title": "科创债新玩法，首单 Token 算力工厂项目落地，累计发行已超 3 万亿", "published_at": "2026-08-04T08:24:00Z", "url": "https://www.cls.cn/detail/2445209" } ] } ], "exclusions": [ "未纳入当日科创板主力资金、两融余额、ETF 申赎和个股涨跌等行情或技术数据", "未纳入无法核验公告发布时间的未来日程", "未纳入无法明确传导至 STAR50 的自媒体转述、观点稿和非目标标的个股消息" ] }