科创50ETF外部事件：8月14日15:00—8月17日09:00新增6条

{ "schema_version": "1.0", "as_of": "2026-08-17T01:00:00Z", "asset_keys": ["STAR50"], "instrument": { "name": "科创 50ETF", "exchange_symbol": "SSE.588000" }, "events": [ { "event_id": "cnstock-lockup-688126-20260815-20260824", "title": "沪硅产业 1551.85 万股限售股 8 月 24 日上市", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-15T00:00:00Z", "event_type": "lockup_release", "asset_keys": ["STAR50"], "direction_score": {"STAR50": -1}, "confidence": 96, "horizon": "weeks", "raw_facts": { "security_code": "688126", "listed_lockup_shares": "15,518,529 股", "listed_lockup_shares_ratio": "占截至公告披露日总股本 0.47%", "listing_date": "2026 年 8 月 24 日", "share_type": "首次公开发行前股票期权行权形成的限售股", "source_publication_time": "原文仅披露 2026 年 8 月 15 日，未披露发布时分" }, "transmission_chain": "限售股上市流通数量增加→相关科创板半导体公司潜在可流通供给增加→科创 50ETF 价格定价", "invalidation_conditions": "若公司后续公告调整上市流通数量或上市日期，以上市流通调整公告为准。", "source_urls": ["[https://paper.[cnstock.com/html/2026-08/15/content_2255255.htm](https://paper.cnstock.com/html/2026-08/15/content_2255255.htm)](https://cnstock.com/html/2026-08/15/content_2255255.htm](https://paper.cnstock.com/html/2026-08/15/content_2255255.htm))"], "source_tier": "A" }, { "event_id": "cnstock-reduction-688525-20260815-result", "title": "佰维存储股东实际减持 235.42 万股", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-15T00:00:00Z", "event_type": "lockup_release", "asset_keys": ["STAR50"], "direction_score": {"STAR50": -1}, "confidence": 96, "horizon": "days", "raw_facts": { "security_code": "688525", "shareholder": "孙静", "reduction_period": "2026 年 5 月 14 日至 2026 年 8 月 13 日", "planned_maximum_reduction": "4,708,367 股，不超过减持计划披露时总股本 1.00%", "actual_centralized_bidding_reduction": "2,354,183 股", "actual_reduction_ratio": "占目前总股本 471,566,656 股的 0.50%", "source_publication_time": "原文仅披露 2026 年 8 月 15 日，未披露发布时分" }, "transmission_chain": "股东集中竞价减持结果→科创板存储公司可流通股份与持股结构变化→科创 50ETF 成分定价", "invalidation_conditions": "若公司后续公告更正实际减持股数、比例或减持主体，以上市公司更正公告为准。", "source_urls": ["[https://paper.[cnstock.com/html/2026-08/15/content_2255195.htm](https://paper.cnstock.com/html/2026-08/15/content_2255195.htm)](https://cnstock.com/html/2026-08/15/content_2255195.htm](https://paper.cnstock.com/html/2026-08/15/content_2255195.htm))"], "source_tier": "A" }, { "event_id": "cnstock-reduction-688595-20260815-plan", "title": "芯海科技拟减持回购股份 144.09 万股", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-15T00:00:00Z", "event_type": "lockup_release", "asset_keys": ["STAR50"], "direction_score": {"STAR50": -1}, "confidence": 94, "horizon": "weeks", "raw_facts": { "security_code": "688595", "repurchased_shares_held": "2,290,557 股，占总股本 1.59%", "planned_reduction": "不超过 1,440,935 股，占总股本 1.00%", "execution_window": "公告日起 15 个交易日后的三个月内", "purpose": "补充公司日常经营所需流动资金", "post_execution_account_balance_if_completed": "849,622 股，占总股本 0.59%", "source_publication_time": "原文仅披露 2026 年 8 月 15 日，未披露发布时分" }, "transmission_chain": "已回购股份拟通过集中竞价减持→科创板芯片设计公司潜在股份供给与流动资金安排变化→科创 50ETF 成分定价", "invalidation_conditions": "若公司取消、调整减持计划或后续公告显示实际未实施、实施数量不同，以上市公司最新公告为准。", "source_urls": ["[https://paper.[cnstock.com/html/2026-08/15/content_2255221.htm](https://paper.cnstock.com/html/2026-08/15/content_2255221.htm)](https://cnstock.com/html/2026-08/15/content_2255221.htm](https://paper.cnstock.com/html/2026-08/15/content_2255221.htm))"], "source_tier": "A" }, { "event_id": "cnstock-earnings-688352-20260815-fire-recovery", "title": "颀中科技披露火灾损失约 2.74 亿元并复产", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-15T00:00:00Z", "event_type": "earnings_guidance", "asset_keys": ["STAR50"], "direction_score": {"STAR50": 0}, "confidence": 91, "horizon": "weeks", "raw_facts": { "security_code": "688352", "fire_date": "2026 年 1 月 24 日", "affected_area": "苏州颀中 Fab#2 凸块制程段蚀刻区", "reported_asset_loss": "约 2.74 亿元", "production_status": "凸块制程已完成现场清理、安全隐患排查整改和设备检修校验，正式全面恢复生产", "insurance_claim": "保险公司定损仍在进行，保险理赔金额尚未确定", "source_publication_time": "原文仅披露 2026 年 8 月 15 日，未披露发布时分" }, "transmission_chain": "火灾资产损失与凸块制程恢复信息→封装测试产能、当期损益及保险赔偿确认→科创 50ETF 相关半导体成分定价", "invalidation_conditions": "若公司后续公告修订资产损失、生产恢复状态或保险理赔金额，以上市公司后续公告为准。", "source_urls": ["[https://paper.[cnstock.com/html/2026-08/15/content_2255422.htm](https://paper.cnstock.com/html/2026-08/15/content_2255422.htm)](https://cnstock.com/html/2026-08/15/content_2255422.htm](https://paper.cnstock.com/html/2026-08/15/content_2255422.htm))"], "source_tier": "A" }, { "event_id": "cnstock-share-incentive-688352-20260815-buyback", "title": "颀中科技拟回购 7500 万至 1.5 亿元股份", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-15T00:00:00Z", "event_type": "share_incentive", "asset_keys": ["STAR50"], "direction_score": {"STAR50": 1}, "confidence": 93, "horizon": "weeks", "raw_facts": { "security_code": "688352", "buyback_price_cap": "不超过 25.87 元/股（含）", "buyback_amount": "不低于 7,500 万元且不超过 15,000 万元", "funding": "自有资金及股票回购专项贷款资金", "planned_use": "未来适宜时机用于员工持股计划或股权激励计划", "shareholder_meeting_requirement": "按公司章程，本次回购方案无需提交股东会审议", "source_publication_time": "原文仅披露 2026 年 8 月 15 日，未披露发布时分" }, "transmission_chain": "回购价格上限与资金规模及员工激励用途→公司股份需求、激励安排与资本结构→科创 50ETF 相关封装测试成分定价", "invalidation_conditions": "若公司后续公告调整回购价格、金额、期限、用途或披露回购未实施，以上市公司最新公告为准。", "source_urls": ["[https://paper.[cnstock.com/html/2026-08/15/content_2255422.htm](https://paper.cnstock.com/html/2026-08/15/content_2255422.htm)](https://cnstock.com/html/2026-08/15/content_2255422.htm](https://paper.cnstock.com/html/2026-08/15/content_2255422.htm))"], "source_tier": "A" }, { "event_id": "census-macro-20260814-mtis-june", "title": "美国 6 月制造业及贸易销售额环比降 1.1%", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-08-14T00:00:00Z", "event_type": "macro_release", "asset_keys": ["STAR50"], "direction_score": {"STAR50": 0}, "confidence": 90, "horizon": "days", "raw_facts": { "release": "Manufacturing and Trade Inventories and Sales: June 2026", "sales": "2,111.3 billion US dollars", "sales_month_on_month": "下降 1.1%（误差范围±0.2 个百分点）", "sales_year_on_year": "上升 10.0%（误差范围±0.3 个百分点）", "inventories": "2,740.2 billion US dollars", "inventories_month_on_month": "基本持平（误差范围±0.1 个百分点）", "inventories_year_on_year": "上升 3.0%（误差范围±0.5 个百分点）", "business_inventories_sales_ratio": "1.30；2025 年 6 月为 1.39", "source_publication_time": "美国人口普查局原文标注 2026 年 8 月 14 日，未披露发布时分" }, "transmission_chain": "美国制造业及贸易销售、库存与库销比→全球制造业需求和半导体景气预期→科创 50ETF 价格定价", "invalidation_conditions": "若美国人口普查局修订 2026 年 6 月销售、库存或库销比数据，以上述官方修订值替代。", "source_urls": ["[https://www.[census.gov/mtis/current/index.html](https://www.census.gov/mtis/current/index.html)](https://census.gov/mtis/current/index.html](https://www.census.gov/mtis/current/index.html))"], "source_tier": "A" } ], "exclusions": [ "未纳入科创 50ETF 及相关指数行情、资金流和持仓损益快照；未纳入无可核验数字、窗口外发布时间或无法建立 STAR50 传导链的候选。" ] }