000938 紫光股份
交易中 02-09 11:27:36
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简况
紫光股份：推出了搭载端到端RDMA协议、用于智算中心的高性能分布式存储产品Polaris X20000
中金财经 · 02-03
紫光股份：推出了搭载端到端RDMA协议、用于智算中心的高性能分布式存储产品Polaris X20000
紫光股份：公司2025年度经营情况请详见公司拟定于2026年4月29日披露的《2025年年度报告》
证券之星 · 02-03
紫光股份：公司2025年度经营情况请详见公司拟定于2026年4月29日披露的《2025年年度报告》
紫光股份：截至2026年1月20日，公司股东总户数约为29万户
证券之星 · 01-28
紫光股份：截至2026年1月20日，公司股东总户数约为29万户
紫光股份（000938）披露为子公司提供担保的进展公告，1月23日股价上涨0.64%
证券之星 · 01-23
紫光股份（000938）披露为子公司提供担保的进展公告，1月23日股价上涨0.64%
紫光股份：800G CPO硅光交换机已具备量产与商用交付能力
证券之星 · 01-21
紫光股份：800G CPO硅光交换机已具备量产与商用交付能力
紫光股份（000938）新增【储能】概念
证券之星 · 01-20
紫光股份（000938）新增【储能】概念
1月20日紫光股份发布公告，股东减持1430.05万股
证券之星 · 01-20
1月20日紫光股份发布公告，股东减持1430.05万股
紫光股份（000938）公司公告披露2026年度日常关联交易预计议案获股东会通过，1月16日股价上涨0.67%
证券之星 · 01-16
紫光股份（000938）公司公告披露2026年度日常关联交易预计议案获股东会通过，1月16日股价上涨0.67%
紫光股份：提供全面的数据中心产品与解决方案
证券之星 · 01-16
紫光股份：提供全面的数据中心产品与解决方案
紫光股份：为6G网络提供一站式ICT服务
证券之星 · 01-12
紫光股份：为6G网络提供一站式ICT服务
紫光股份：参与6G网络ICT服务项目并已规模交付
证券之星 · 01-12
紫光股份：参与6G网络ICT服务项目并已规模交付
紫光股份：公司持续优化存货结构加强供应链协同
证券之星 · 01-08
紫光股份：公司持续优化存货结构加强供应链协同
紫光股份（000938）披露为子公司提供担保的进展公告，1月6日股价上涨0.95%
证券之星 · 01-06
紫光股份（000938）披露为子公司提供担保的进展公告，1月6日股价上涨0.95%
每周股票复盘：紫光股份（000938）股东减持1430万股触及1%整数倍
证券之星 · 01-03
每周股票复盘：紫光股份（000938）股东减持1430万股触及1%整数倍
紫光股份股东信达证券丰实2号资管计划减持至5%以下
中金财经 · 2025-12-31
紫光股份股东信达证券丰实2号资管计划减持至5%以下
紫光股份：2025年1-9月营收同比增长31.41%
证券之星 · 2025-12-30
紫光股份：2025年1-9月营收同比增长31.41%
紫光股份最新公告：信达证券减持公司股份1430万股持股比例降至5%以下
证券之星 · 2025-12-30
紫光股份最新公告：信达证券减持公司股份1430万股持股比例降至5%以下
紫光股份：持续发挥“算力X联接”协同优势
证券之星 · 2025-12-25
紫光股份：持续发挥“算力X联接”协同优势
紫光股份（000938）披露持股5%以上股东减持股份预披露公告，12月24日股价下跌0.2%
证券之星 · 2025-12-24
紫光股份（000938）披露持股5%以上股东减持股份预披露公告，12月24日股价下跌0.2%
紫光股份：智算服务器完成70余款GPU加速卡适配
证券之星 · 2025-12-24
紫光股份：智算服务器完成70余款GPU加速卡适配
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公司概况
公司名称：
紫光股份有限公司
所属行业：
计算机、通信和其他电子设备制造业
上市日期：
1999-11-04
主营业务：
紫光股份有限公司的主营业务是提供智能化的网络、计算、存储、云计算、安全和智能终端等全栈ICT基础设施及服务。公司的主要产品是ICT基础设施与服务、IT产品分销与供应链服务。根据IDC相关统计数据，公司网络、计算、存储、安全、云计算等产品市场占有率均位居前列：2024年，公司在中国企业网园区交换机市场份额38.2%，排名第一。
发行价格：
11.75
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X20000","url":"https://stock-news.laohu8.com/highlight/detail?id=2608150872","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2608150872?lang=zh_cn&edition=full","pubTime":"2026-02-03 22:07","pubTimestamp":1770127623,"startTime":"0","endTime":"0","summary":"证券之星消息，紫光股份02月03日在投资者关系平台上答复投资者关心的问题。投资者提问：公司是否有rdma网卡上市产品紫光股份回复：您好，在RDMA技术领域，公司推出了搭载端到端RDMA协议、用于智算中心的高性能分布式存储产品Polaris X20000；还基于无损以太网技术推出了可替代传统方案的SeerFabric智能无损数据中心方案，并作为核心伙伴参与研发并推出了支持广域高吞吐uRDMA技术的解决方案，可实现超长距离的高速数据传输。","market":"sh","thumbnail":" http://caiji.3g.cnfol.com/colect/202602/03/20260203729983.png","type":0,"news_type":0,"thumbnails":[" 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11:36","pubTimestamp":1770089794,"startTime":"0","endTime":"0","summary":"证券之星消息，紫光股份(000938)02月03日在投资者关系平台上答复投资者关心的问题。投资者提问：马上月底了公司是不是有业绩2025年预告？紫光股份回复：您好，公司2025年度经营情况请详见公司拟定于2026年4月29日披露的《2025年年度报告》。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026020300016357.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["000938","BK0103","BK0030","BK0183","BK0188","BK0122","BK0214","BK0070","BK0196","BK0018","BK0111"],"gpt_icon":0},{"id":"2606713949","title":"紫光股份：截至2026年1月20日，公司股东总户数约为29万户","url":"https://stock-news.laohu8.com/highlight/detail?id=2606713949","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2606713949?lang=zh_cn&edition=full","pubTime":"2026-01-28 19:45","pubTimestamp":1769600708,"startTime":"0","endTime":"0","summary":"证券之星消息，紫光股份(000938)01月28日在投资者关系平台上答复投资者关心的问题。投资者提问：请问1月20日公司股东人数是多少？谢谢！紫光股份回复：您好，截至2026年1月20日，公司股东总户数约为29万户。以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026012800037704.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0183","BK0030","BK0018","BK0122","BK0188","BK0111","BK0196","BK0103","BK0214","000938","BK0070"],"gpt_icon":0},{"id":"2605405313","title":"紫光股份（000938）披露为子公司提供担保的进展公告，1月23日股价上涨0.64%","url":"https://stock-news.laohu8.com/highlight/detail?id=2605405313","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605405313?lang=zh_cn&edition=full","pubTime":"2026-01-23 22:12","pubTimestamp":1769177551,"startTime":"0","endTime":"0","summary":"截至2026年1月23日收盘，紫光股份报收于26.56元，较前一交易日上涨0.64%，最新总市值为759.64亿元。该股当日开盘26.45元，最高26.61元，最低26.25元，成交额达16.82亿元，换手率为2.22%。近日，紫光股份有限公司发布《关于为子公司提供担保的进展公告》。担保期限为主债务履行期届满之日起三年。截至目前，公司对紫光数科的担保余额合计101,314万元。公司及子公司对外担保余额为1,563,314万元及250,700万美元，占2024年末归属于母公司所有者权益的248.75%，无逾期担保。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026012300042750.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0018","BK0070","000938","BK0188","BK0030","BK0122","BK0214","BK0183","BK0111","BK0103","BK0196"],"gpt_icon":0},{"id":"2605710252","title":"紫光股份：800G CPO硅光交换机已具备量产与商用交付能力","url":"https://stock-news.laohu8.com/highlight/detail?id=2605710252","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605710252?lang=zh_cn&edition=full","pubTime":"2026-01-21 20:52","pubTimestamp":1768999926,"startTime":"0","endTime":"0","summary":"证券之星消息，紫光股份01月20日在投资者关系平台上答复投资者关心的问题。其中，800G CPO硅光交换机产品已具备量产与商用交付能力，将重点支撑大模型训练、推理与多模态AI工作负载的高速互联需求，为智算集群提供更高能效比与更低网络时延。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026012100038957.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0111","BK0214","BK0183","BK0103","000938","BK0122","BK0188","BK0196","BK0018","BK0030","BK0070"],"gpt_icon":0},{"id":"2604118488","title":"紫光股份（000938）新增【储能】概念","url":"https://stock-news.laohu8.com/highlight/detail?id=2604118488","media":"证券之星","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604118488?lang=zh_cn&edition=full","pubTime":"2026-01-20 20:30","pubTimestamp":1768912220,"startTime":"0","endTime":"0","summary":"证券之星消息，根据市场公开信息整理，1月20日紫光股份新增概念。紫光股份主营业务：信息电子及相关产业。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026012000036479.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0122","BK0183","BK0070","BK0103","BK0196","BK0018","000938","BK0111","BK0188","BK0030","BK0214"],"gpt_icon":0},{"id":"2604199216","title":"1月20日紫光股份发布公告，股东减持1430.05万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2604199216","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604199216?lang=zh_cn&edition=full","pubTime":"2026-01-20 18:01","pubTimestamp":1768903278,"startTime":"0","endTime":"0","summary":"证券之星消息，1月20日紫光股份发布公告《紫光股份:关于持股5%以上股东权益变动暨触及1%整数倍的提示性公告》，其股东长安国际信托股份有限公司-长安信托·中保投1号信托于2026年1月16日至2026年1月20日间合计减持1430.05万股，占公司目前总股本的0.5%，变动期间该股股价下跌0.52%，截止1月20日收盘报26.75元。股东增减持详情见下表：根据紫光股份2025年三季报公布的十大股东详情如下：以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026012000029080.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","BK0018","BK0122","BK0188","BK0070","BK0030","BK0196","000938","BK0111","BK0103","BK0183"],"gpt_icon":0},{"id":"2603991647","title":"紫光股份（000938）公司公告披露2026年度日常关联交易预计议案获股东会通过，1月16日股价上涨0.67%","url":"https://stock-news.laohu8.com/highlight/detail?id=2603991647","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2603991647?lang=zh_cn&edition=full","pubTime":"2026-01-16 22:07","pubTimestamp":1768572436,"startTime":"0","endTime":"0","summary":"截至2026年1月16日收盘，紫光股份报收于27.07元，较前一交易日上涨0.67%，最新总市值为774.22亿元。该股当日开盘27.2元，最高27.5元，最低26.84元，成交额达25.36亿元，换手率为3.27%。近日，紫光股份有限公司召开2026年第一次临时股东会，会议审议通过了关于2026年度日常关联交易预计的议案。关联股东西藏紫光通信科技有限公司对相关议案回避表决。表决结果显示，同意股数占出席会议有效表决权的99.5143%，反对和弃权占少数，中小股东对该议案的同意比例为99.1766%。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026011600040757.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0183","BK0214","000938","BK0103","BK0188","BK0018","BK0111","BK0070","BK0122","BK0030","BK0196"],"gpt_icon":0},{"id":"2603992029","title":"紫光股份：提供全面的数据中心产品与解决方案","url":"https://stock-news.laohu8.com/highlight/detail?id=2603992029","media":"证券之星","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2603992029?lang=zh_cn&edition=full","pubTime":"2026-01-16 21:57","pubTimestamp":1768571827,"startTime":"0","endTime":"0","summary":"证券之星消息，紫光股份01月16日在投资者关系平台上答复投资者关心的问题。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026011600040522.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0183","BK0188","BK0111","BK0103","BK0070","BK0214","000938","BK0030","BK0196","BK0122","BK0018"],"gpt_icon":0},{"id":"2602592725","title":"紫光股份：为6G网络提供一站式ICT服务","url":"https://stock-news.laohu8.com/highlight/detail?id=2602592725","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602592725?lang=zh_cn&edition=full","pubTime":"2026-01-12 16:33","pubTimestamp":1768206795,"startTime":"0","endTime":"0","summary":"证券之星消息，紫光股份01月12日在投资者关系平台上答复投资者关心的问题。紫光股份回复：您好，卫星互联网是6G的重要组成部分，作为国内主流卫星运营商的战略合作伙伴，公司充分发挥在ICT基础设施和智算领域的软硬件优势，为6G网络提供一站式ICT服务。目前公司参与了包括交换机、安全防火墙、通算服务器等在内的ICT软硬件服务项目，并已规模交付使用，同时还承建了一系列的云池系统建设。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026011200019651.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0122","BK0196","BK0188","BK0214","BK0030","000938","BK0111","BK0183","BK0018","BK0070","BK0103"],"gpt_icon":0},{"id":"2602592746","title":"紫光股份：参与6G网络ICT服务项目并已规模交付","url":"https://stock-news.laohu8.com/highlight/detail?id=2602592746","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2602592746?lang=zh_cn&edition=full","pubTime":"2026-01-12 16:30","pubTimestamp":1768206644,"startTime":"0","endTime":"0","summary":"证券之星消息，紫光股份01月12日在投资者关系平台上答复投资者关心的问题。紫光股份回复：您好，卫星互联网是6G的重要组成部分，作为国内主流卫星运营商的战略合作伙伴，公司充分发挥在ICT基础设施和智算领域的软硬件优势，为6G网络提供一站式ICT服务。目前公司参与了包括交换机、安全防火墙、通算服务器等在内的ICT软硬件服务项目，并已规模交付使用，同时还承建了一系列的云池系统建设。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026011200019350.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0111","BK0188","BK0214","BK0103","BK0196","BK0018","BK0030","000938","BK0070","BK0122","BK0183"],"gpt_icon":0},{"id":"2601350237","title":"紫光股份：公司持续优化存货结构加强供应链协同","url":"https://stock-news.laohu8.com/highlight/detail?id=2601350237","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2601350237?lang=zh_cn&edition=full","pubTime":"2026-01-08 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22:24","pubTimestamp":1767709467,"startTime":"0","endTime":"0","summary":"截至2026年1月6日收盘，紫光股份报收于25.49元，较前一交易日上涨0.95%，最新总市值为729.03亿元。近日，紫光股份有限公司发布关于为子公司提供担保的进展公告。公告显示，公司全资子公司紫光数码（苏州）集团有限公司为紫光电子商务有限公司提供连带责任保证，担保金额为人民币1亿元，用于其使用平安银行综合授信额度。截至目前，公司及子公司对外担保余额占归属于母公司所有者权益的249.21%，无逾期担保。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026010600042523.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0122","BK0196","BK0188","BK0111","BK0018","BK0030","BK0103","BK0214","000938","BK0070","BK0183"],"gpt_icon":0},{"id":"2600055064","title":"每周股票复盘：紫光股份（000938）股东减持1430万股触及1%整数倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2600055064","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2600055064?lang=zh_cn&edition=full","pubTime":"2026-01-03 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