
2026-09-02 10:00 科创50ETF:央行零投放与科创板数据
覆盖2026年9月2日09:00—10:00,新增央行7天逆回购、科创板两融与机构持仓、两只科创板新股申购安排等5条可核验事件。
{
"schema_version": "1.0",
"as_of": "2026-09-02T10:08:15+08:00",
"asset_keys": ["STAR50"],
"instrument": {
"name": "科创 50ETF",
"exchange_symbol": "SSE.588000"
},
"events": [
{
"event_id": "pbc-omo-20260902-7d-reverse-repo-zero",
"title": "央行第 171 号公告:7 天逆回购为 0 亿元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-02T01:20:30Z",
"event_type": "macro_release",
"asset_keys": ["STAR50"],
"direction_score": {
"STAR50": 0
},
"confidence": 100,
"horizon": "intraday",
"raw_facts": {
"公告编号": "公开市场业务交易公告〔2026〕第 171 号",
"操作日期": "2026 年 9 月 2 日",
"7 天期逆回购投标量": "0 亿元",
"7 天期逆回购中标量": "0 亿元"
},
"transmission_chain": "7 天期逆回购投标量和中标量均为 0 亿元→短端流动性当日无新增逆回购投放信号→科创 50ETF 估值折现率变量保持待确认",
"invalidation_conditions": "中国人民银行后续修订或撤回第 171 号公告中的操作日期、期限、投标量或中标量时,本事件按修订公告失效。",
"source_urls": [
"https://www.pbc.gov.cn/zhengcehuobisi/125207/125213/125431/125475/2026090208530223391/index.html"
],
"source_tier": "A"
},
{
"event_id": "stcn-fundflow-20260902-star-margin-balance-3549_77",
"title": "9 月 1 日科创板两融余额 3549.77 亿元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-02T01:01:00Z",
"event_type": "fund_flow",
"asset_keys": ["STAR50"],
"direction_score": {
"STAR50": 0
},
"confidence": 99,
"horizon": "days",
"raw_facts": {
"统计日期": "2026 年 9 月 1 日",
"科创板两融余额": "3549.77 亿元,较上一交易日增加 8.21 亿元",
"科创板融资余额": "3530.35 亿元,较上一交易日增加 8.65 亿元",
"科创板融券余额": "19.42 亿元,较上一交易日减少 4371.47 万元"
},
"transmission_chain": "9 月 1 日科创板两融余额增加 8.21 亿元且融资余额增加 8.65 亿元→科创板杠杆资金存量与日变动更新→科创 50ETF 资金面和风险偏好定价变量更新",
"invalidation_conditions": "证券时报·数据宝或同口径后续数据修订 2026 年 9 月 1 日科创板两融、融资或融券余额时,本事件按修订值失效。",
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],
"source_tier": "B"
},
{
"event_id": "stcn-fundflow-20260902-pension-kcb-holdings",
"title": "养老金现身 15 只科创板股前十大流通股东",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-02T01:01:00Z",
"event_type": "fund_flow",
"asset_keys": ["STAR50"],
"direction_score": {
"STAR50": 0
},
"confidence": 98,
"horizon": "weeks",
"raw_facts": {
"统计口径": "2026 年二季度末科创板股前十大流通股东",
"养老金持有科创板股票数量": "15 只",
"养老金合计持股量": "5109.29 万股",
"养老金合计持股市值": "34.98 亿元",
"持股变动数量": "新进 3 只、增持 4 只、减持 5 只、持股量不变 3 只",
"养老金持股比例最高": "奥浦迈 688293,占流通股 3.69%"
},
"transmission_chain": "养老金二季度末持有 15 只科创板股且合计市值 34.98 亿元→科创板机构持仓结构与增减仓样本更新→科创 50ETF 相关机构配置和风险偏好变量更新",
"invalidation_conditions": "证券时报·数据宝后续修订二季度末养老金持股数量、持股量、市值或增减仓分类时,本事件按修订值失效。",
"source_urls": [
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],
"source_tier": "B"
},
{
"event_id": "stcn-regulation-20260902-sunyuan-subscription",
"title": "燧原科技今日申购,发行价 142.18 元",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-02T01:39:00Z",
"event_type": "regulation",
"asset_keys": ["STAR50"],
"direction_score": {
"STAR50": 0
},
"confidence": 99,
"horizon": "weeks",
"raw_facts": {
"股票代码": "688801",
"股票简称": "燧原科技",
"申购代码": "787801",
"申购日期": "2026 年 9 月 2 日",
"发行价": "142.18 元/股",
"总发行数量": "4303.52 万股,占发行后总股本 10.00%",
"网上发行数量": "688.55 万股",
"网上申购上限": "0.65 万股",
"顶格申购需配市值": "6.50 万元"
},
"transmission_chain": "科创板 AI 芯片公司燧原科技启动申购并披露 142.18 元发行价与 4303.52 万股发行量→科创板融资供给和 AI 算力估值样本更新→科创 50ETF 相关板块定价变量更新",
"invalidation_conditions": "发行人或交易所后续调整、暂停或撤回燧原科技本次申购的发行价、发行数量或申购日期时,本事件按最新正式安排失效。",
"source_urls": [
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],
"source_tier": "B"
},
{
"event_id": "stcn-regulation-20260902-xinnuowei-ipo-schedule",
"title": "信诺维 9 月 3 日科创板申购",
"event_time_utc": null,
"event_time_quality": "day_only",
"published_at_utc": "2026-09-02T01:46:00Z",
"event_type": "regulation",
"asset_keys": ["STAR50"],
"direction_score": {
"STAR50": 0
},
"confidence": 99,
"horizon": "weeks",
"raw_facts": {
"股票简称": "信诺维",
"申购代码": "787837",
"申购日期": "2026 年 9 月 3 日",
"发行总量": "6532.34 万股",
"网上发行量": "1045.15 万股",
"发行价格": "27.60 元/股",
"发行市盈率": "59.34 倍",
"顶格申购需配市值": "10.00 万元"
},
"transmission_chain": "科创板新股信诺维披露 9 月 3 日申购及 6532.34 万股发行安排→科创板融资供给与医药创新估值样本更新→科创 50ETF 相关板块定价变量更新",
"invalidation_conditions": "发行人或交易所后续调整、暂停或撤回信诺维本次申购的发行价、发行数量或申购日期时,本事件按最新正式安排失效。",
"source_urls": [
"[https://www.[stcn.com/article/detail/4168446.html](https://www.stcn.com/article/detail/4168446.html)](https://stcn.com/article/detail/4168446.html](https://www.stcn.com/article/detail/4168446.html))"
],
"source_tier": "B"
}
],
"exclusions": [
"09:00—10:00 财联社分钟级电报本轮未发现科创板、科创 50ETF、两融、ETF 份额或资金流的新增可核验数值;盘面行情、海外市场和无具体数字的定性消息未纳入。",
"上交所科创板公告入口本轮未返回可证明 09:00—10:00 归属的原生发布时间和可用详情,未纳入。",
"证券时报科创板栏目中与本期重复的两融候选合并为一条事件,燧原科技的重复发行安排未拆分为第二条。"
]
}
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