2026-08-08 09:30 科创50ETF外部事件:寒武纪中报与佰维存储增资

2026-08-08 09:30 科创50ETF外部事件:寒武纪中报与佰维存储增资

截至2026年8月8日09:30,新增2条可核验的STAR50场外事实:寒武纪披露2026年上半年业绩,佰维存储披露控股子公司拟增资。

{ "schema_version": "1.0", "as_of": "2026-08-08T09:30:00+08:00", "asset_keys": ["STAR50"], "instrument": { "name": "科创 50ETF", "exchange_symbol": "SSE.588000" }, "events": [ { "event_id": "20260807-688525-subsidiary-capital-increase-01", "title": "佰维存储控股子公司拟增资不超 6 亿元", "event_time_utc": "2026-08-07", "event_time_quality": "day_only", "published_at_utc": "2026-08-07T11:39:00Z", "event_type": "capital_flow", "source_tier": "B", "asset_keys": ["STAR50"], "direction_score": { "STAR50": 0 }, "confidence": 94, "horizon": "weeks", "transmission_chain": "佰维存储披露控股子公司拟引入外部资本并保持控股→公司股权与资本结构信息进入成分股定价→STAR50ETF 跟踪组合估值变化", "invalidation_conditions": [ "佰维存储或公司公告撤回、修正本次增资事项", "增资事项未获内部或监管程序通过并终止", "增资完成后佰维存储不再保持对广东芯成汉奇的控股" ], "raw_facts": { "公司": "佰维存储(688525)", "增资标的": "控股子公司广东芯成汉奇", "本轮次总融资额": "不超过 6 亿元", "外部投资者预计取得股权比例": "不超过 23.0769%", "增资完成后佰维存储持股比例": "不低于 52.5186%", "关联方认购金额": "不超过 8000 万元", "关联方认购新增注册资本": "不超过 410.1111 万元" }, "source_urls": [ "[https://www.[stcn.com/article/detail/4064639.html](https://www.stcn.com/article/detail/4064639.html)](https://stcn.com/article/detail/4064639.html](https://www.stcn.com/article/detail/4064639.html))", "https://www.sse.com.cn/disclosure/fund/announcement/c/new/2026-04-22/588280_20260422_APKJ.pdf" ], "source": [ { "publisher": "证券时报·人民财讯", "title": "佰维存储:控股子公司拟增资扩股引入投资者", "published_at": "2026-08-07T11:39:00Z", "url": "[https://www.[stcn.com/article/detail/4064639.html](https://www.stcn.com/article/detail/4064639.html)](https://stcn.com/article/detail/4064639.html](https://www.stcn.com/article/detail/4064639.html))" }, { "publisher": "上海证券交易所", "title": "华安上证科创板 50 成份交易型开放式指数证券投资基金 2026 年第 1 季度报告", "url": "https://www.sse.com.cn/disclosure/fund/announcement/c/new/2026-04-22/588280_20260422_APKJ.pdf" } ] }, { "event_id": "20260807-688256-halfyear-report-01", "title": "寒武纪披露上半年营收 59.96 亿元、净利 23.11 亿元", "event_time_utc": "2026-08-07", "event_time_quality": "day_only", "published_at_utc": "2026-08-07T13:40:00Z", "event_type": "earnings_guidance", "source_tier": "B", "asset_keys": ["STAR50"], "direction_score": { "STAR50": 2 }, "confidence": 98, "horizon": "weeks", "transmission_chain": "寒武纪披露上半年营收与归母净利润同比增长→AI 芯片成分股盈利信息更新→STAR50ETF 跟踪组合估值变化", "invalidation_conditions": [ "公司后续更正或撤回 2026 年半年度报告", "后续披露否定本事件中的关键财务数据", "寒武纪不再属于 STAR50 指数成分或跟踪组合" ], "raw_facts": { "公司": "寒武纪(688256)", "报告期": "2026 年上半年", "营业收入": "59.96 亿元,同比增长 108.13%", "毛利总额": "33.13 亿元,同比增长 105.62%", "归属于上市公司股东的净利润": "23.11 亿元,同比增长 122.61%", "扣除非经常性损益后的净利润": "21.66 亿元,同比增长 137.30%", "第二季度归属于上市公司股东的净利润": "12.98 亿元,环比一季度增长 28%", "研发投入": "超过 7 亿元,同比增长 29.63%" }, "source_urls": [ "[https://www.[stcn.com/article/detail/4064832.html](https://www.stcn.com/article/detail/4064832.html)](https://stcn.com/article/detail/4064832.html](https://www.stcn.com/article/detail/4064832.html))", "https://www.sse.com.cn/disclosure/fund/announcement/c/new/2026-04-22/588280_20260422_APKJ.pdf" ], "source": [ { "publisher": "证券时报网", "title": "122.61%!寒武纪,最新发布", "published_at": "2026-08-07T13:40:00Z", "url": "[https://www.[stcn.com/article/detail/4064832.html](https://www.stcn.com/article/detail/4064832.html)](https://stcn.com/article/detail/4064832.html](https://www.stcn.com/article/detail/4064832.html))" }, { "publisher": "上海证券交易所", "title": "华安上证科创板 50 成份交易型开放式指数证券投资基金 2026 年第 1 季度报告", "url": "https://www.sse.com.cn/disclosure/fund/announcement/c/new/2026-04-22/588280_20260422_APKJ.pdf" } ] } ], "exclusions": [ "未纳入行情快照、ETF 申赎与资金流量、技术指标和操作建议", "未纳入无法核验原文发布时间落在本期增量范围内的公告候选", "未纳入无法建立明确 STAR50 传导链或不属于 STAR50 映射范围的公司与行业消息", "未纳入自媒体转述、无来源观点稿和分析师喊单" ] }

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