
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"
},
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"[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"
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"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",
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{
"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%"
},
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"[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"
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"source": [
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"publisher": "证券时报网",
"title": "122.61%!寒武纪,最新发布",
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{
"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"
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],
"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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}
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