于2025年9月30日，非本公司董事因行使根据2024年股份奖励计划(于2023年6月28日获采纳)所授予的限 制性股票单位而发行的3.43万股普通股股份。 智通财经APP讯，中芯国际(00981)发布公告，于2025年9月15日至9月30日，根据2014以认股权计划(于 2013年6月13日获采纳)合计发行33.95万股。 于2025年9月30日，非本公司董事因行使根据2014以股支薪奖励计划(于2013年6月13日获采纳)所授予的 受限制股份单位而发行的8.54万股普通股股份。 ...

FF305 翌日披露報表 (股份發行人 ── 已發行股份或庫存股份變動、股份購回及/或在場内出售庫存股份) 表格類別： 股票 狀態： 新提交 公司名稱： 中芯國際集成電路製造有限公司 呈交日期： 2025年9月30日 如上市發行人的已發行股份或庫存股份出現變動而須根據《香港聯合交易所有限公司（「香港聯交所」）證券上市規則》(「《主板上市規則》」)第13.25A條 / 《香港聯合交易所有限公司GEM證券 上市規則》(「《GEM上市規則》」)第17.27A條作出披露，必須填妥第一章節 。 | 第一章節 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 1. 股份分類 | 普通股 | 股份類別 | 不適用 | 於香港聯交所上市 | 是 | | | 證券代號 (如上市) | 00981 | 說明 | 港股 | | | | | A. 已發行股份或庫存股份變動 | | | | | | | | | | | 已發行股份（不包括庫存股份）變動 | 庫存股份變動 | | 已發行股份總數 | | 事件 | | 已發行股份（不包括庫存股份）數 目 | 佔有關事件前 ...

Core Insights - The article discusses the significant fluctuations in global asset prices during September, highlighting the volatility in A-shares, Hong Kong stocks, and U.S. markets, with various sectors experiencing dramatic rises and falls [2][5]. Market Performance - Despite a general slowdown in macroeconomic data, the market is focusing on structural growth areas such as computing power, semiconductors, and innovative drug development, which continue to attract capital [7]. - The precious metals sector, particularly gold and silver, saw substantial gains, with A-shares like Western Gold rising over 50% and some Hong Kong gold stocks increasing by more than 300% year-to-date [8][9]. Sector Highlights - **Top Gainers**: - **Precious Metals**: Gold prices reached historical highs, driven by expectations of a Federal Reserve rate cut and geopolitical tensions, leading to increased demand for safe-haven assets [8][10]. - **Battery and Energy Metals**: The battery supply chain gained attention due to solid-state battery production and rising demand in the energy storage market, leading to a valuation recovery in lithium and other energy metals [10][12]. - **Wind Power**: The wind power sector experienced a turnaround with significant new installations and improved profit expectations, with domestic wind power installations increasing by 99% year-on-year [13]. - **Semiconductors**: The semiconductor sector thrived due to the AI boom, with companies like SMIC and Hua Hong Semiconductor seeing substantial stock price increases [14]. Declining Sectors - **Military Stocks**: Following a peak driven by policy expectations and military trade themes, military stocks experienced significant declines, with some stocks dropping over 40% in September [17][18]. - **Banking Stocks**: Traditionally seen as stable investments, banking stocks faced a collective decline as funds shifted towards more popular sectors, with several banks experiencing over 20% drop in stock prices [19][22]. - **Food and Beverage**: The food and beverage sector continued to struggle, with a significant drop in stock prices due to weak consumer demand and poor sales performance during peak seasons [23][25]. - **Traditional Consumer Goods**: Other traditional consumer sectors like tourism and home appliances also saw declines, attributed to insufficient recovery in macroeconomic demand [33][35]. Technology Giants - In the tech sector, major players like Alibaba and Tencent saw significant stock price increases, with Alibaba rising by 53% in September, while the U.S. tech giants also performed well, with Nvidia and Tesla showing notable gains [37][39]. Overall Market Outlook - The article concludes that the global stock market performance in September reflects a broader trend of liquidity easing and capital inflow into emerging markets, suggesting potential structural opportunities in the upcoming months [42].

Core Insights - The average stock price on the STAR Market is 43.07 yuan, with 80 stocks priced over 100 yuan, and the highest priced stock is Cambrian-U at 1325.00 yuan [1][2] - A total of 426 stocks increased in price today, while 155 stocks decreased, with the average increase for stocks over 100 yuan being 2.72% [1] - The premium of the latest closing prices of stocks over 100 yuan relative to their issue prices averages 472.26%, with the highest premiums seen in companies like Shunwei New Materials and Cambrian-U [2] Stock Performance - Cambrian-U closed at 1325.00 yuan, up 0.11%, followed by Maolai Optics and Yuanjie Technology at 439.00 yuan and 429.00 yuan respectively [1] - New stocks crossing the 100 yuan mark today include Pinming Technology at 100.60 yuan, which rose 18.60%, and Huahong Company at 114.56 yuan, which increased by 15.72% [1] - The top gainers among stocks over 100 yuan include Pinming Technology, Huahong Company, and Canxin Technology, while the biggest losers include Jingyi Equipment and Dongxin Technology [1] Industry Analysis - The majority of stocks priced over 100 yuan are concentrated in the electronics, pharmaceutical, and computer industries, with 41, 13, and 10 stocks respectively [2] - The net capital outflow for stocks over 100 yuan today totaled 7.69 billion yuan, with significant inflows into companies like Dekeli and SMIC [2][3] - The total margin financing balance for stocks over 100 yuan is 967.13 billion yuan, with SMIC and Cambrian-U having the highest balances [3]

Core Insights - The main point of the news is the significant outflow of capital from the Shanghai and Shenzhen stock markets, totaling 32.303 billion yuan, with specific focus on the technology sector, particularly the Sci-Tech Innovation Board [1] Group 1: Market Overview - The total net outflow of capital from the Shanghai and Shenzhen markets was 32.303 billion yuan, with the Sci-Tech Innovation Board experiencing a net outflow of 818 million yuan [1] - A total of 280 stocks saw net inflows, while 307 stocks experienced net outflows [1] Group 2: Sci-Tech Innovation Board Performance - On the Sci-Tech Innovation Board, 426 stocks increased in value, with two stocks, Donghong Technology and Pioneering Technology, hitting the daily limit [1] - Among the stocks with net inflows, 12 stocks had inflows exceeding 100 million yuan, with Dekoli leading at 271 million yuan [2] - The stocks with the highest net outflows included Haiguang Information, which saw a decline of 1.27% and a net outflow of 752 million yuan [1] Group 3: Continuous Capital Flow - There are 48 stocks that have seen continuous net inflows for more than three trading days, with Hanwujing leading at 30 consecutive days of inflow [2] - Conversely, 154 stocks have experienced continuous net outflows, with Lingdian Electric Control leading at 14 consecutive days of outflow [2]

盘面上，午后大型科技股集体转涨，尤其是快手大涨超7%领衔，阿里巴巴、网易涨2%，美团涨 1.65%，京东、百度涨超1%，小米、腾讯均有涨幅；半导体芯片股持续火热，华虹半导体大涨近11%再 创新高，月内累计升幅近50%，龙头中芯国际涨4%亦创历史新高；iPhone销量热度始终较高，传苹果通 知供应链加大产能，苹果概念股午后涨幅扩大，生物医药股、铜业股、军工股、锂电池股、航空股、汽 车股、光伏股、中资券商股齐涨。 另一方面，据报OPEC+计划11月再次提高石油产量，国际油价下挫，三桶油全天表现低迷，化妆品 股、濠赌股、水务股、家电股逆势走低。此外，3只新股集体大涨！西普尼飙升258.11%，紫金黄金国 际大涨68.46%，博泰车联劲升53.38%。 港股三大指数午后持续拉升上扬，恒生科技指数一马当先，最终收涨2.24%，再度刷新阶段新高位，恒 生指数、国企指数分别上涨0.87%及1.07%。市场情绪再度迎来高潮。 注：明日港股因国庆假期休市，周四继续开市。 ...

Group 1: Semiconductor Industry - SMIC is the only domestic foundry with advanced process technology, benefiting from the explosion in AI chip demand and domestic substitution trends[1] - In 2025, advanced process revenue is expected to grow by 68% year-on-year, with plans to expand capacity to become the third-largest foundry globally[1] - The company's orders visibility has extended to 2026, indicating strong demand from key clients[1] Group 2: AI and Computing - Fourth Paradigm's platform sales are expected to turn from loss to profit, with a projected EPS increase from -0.6 to 0.4[1] - The overall valuation is currently around 4 times P/S, which is relatively low compared to domestic AI companies like SenseTime and US-based Palantir[1] - Risks include underperformance in AI technology development and market demand not meeting expectations[1] Group 3: Battery and Energy Storage - Zhongxin Innovation's revenue is projected to grow significantly, with a 101% increase in net profit expected in 2025[1] - The company is benefiting from high margins in overseas sales of power batteries and strong growth in commercial vehicles and energy storage batteries[1] - Risks include fluctuations in raw material prices and intensified competition in the industry[1] Group 4: Aerospace and Defense - AVIC Shenyang Aircraft's performance is expected to improve due to the implementation of fundraising projects aimed at enhancing research and production capabilities[1] - The company is focusing on modernizing weaponry and defense equipment, with a projected revenue increase of 13% in 2025[1] - Risks include legal penalties and management challenges affecting operational efficiency[1] Group 5: Pharmaceutical Sector - Zai Lab is advancing its commercialization efforts with three approved products, including a JAK inhibitor participating in the 2025 medical insurance negotiations[1] - The company is expected to accelerate product promotion, benefiting patients and enhancing revenue streams[1] - Risks include potential failures in new drug development and regulatory approval delays[1]

TrendForce 最新调查显示，2025 年第二季全球 DRAM 产业营收达 316.3 亿美元，季增 17.1%。这一成 长主要得益于传统 DRAM 合约价上涨、出货量强劲成长以及 HBM 容量扩大。随着 PC OEM、智能型 手机制造商和芯片供应商 (CSP) 采购势头增强，DRAM 供应商的库存消化加速，推动大多数产品的合 约价格回升至正值。 SK海力士在第二季 DRAM 位元出货量中所占份额最高，其次是三星。 二季度业绩回顾 智通财经APP获悉，未来资产环球投资(香港)有限公司("未来资产")发表Global X中国半导体ETF(03191) 季度业绩更新。未来资产认为，由于人工智能设备拥有更高的半导体含量，资料中心对人工智能的采用 率不断提高，以及边缘和装置上人工智慧的渗透率不断提升，将成为下一轮半导体产业上升周期的关键 推动力。未来资产预计，终端设备的出货量成长将在2025年推动半导体产业全面复苏。 据了解，Global X中国半导体ETF(03191)是一只专注于投资中国半导体核心资产的交易型开放式指数基 金(ETF)。该ETF的成分股囊括了产业链的领军企业，例如AI芯片设计领域的寒武纪-U ...

Group 1 - The Hang Seng Index rose by 0.87%, while the Hang Seng Tech Index increased by 2.24% [1] - Semiconductor stocks experienced significant gains, with Hua Hong Semiconductor rising nearly 11% and SMIC increasing by almost 4% [1] - Spot gold prices reached new highs, leading to a strong performance in gold stocks, with Zijin Mining International surging over 68% and MKS PAMP Group rising more than 4% [1] Group 2 - Ganfeng Lithium and WuXi AppTec both saw increases of over 8%, while Tianqi Lithium rose by more than 5% [1]

Group 1 - The "Second Golden Kylin Best Investment Advisor Selection" event is currently ongoing, with over 3,000 professional investment advisors participating in simulated trading competitions [1] - The event aims to provide a platform for investment advisors to showcase their capabilities, expand services, and enhance skills, thereby promoting the healthy development of China's wealth management industry [1] Group 2 - The top 10 stocks by purchase frequency as of September 30 include Huabang Health, Sairis, and Jina Technology, with the semiconductor ETF being the most favored [2] - The top 10 stocks by purchase amount include Sairis, Sanhua Intelligent Control, and Jiaze New Energy, indicating strong interest in these companies [3] - The data for the top purchased stocks and ETFs is based on the frequency and amount of purchases made by all participating contestants [4] Group 3 - The competition includes categories for stock simulation, on-site ETF simulation, and public fund simulation, with specific trading rules regarding holding proportions, maximum drawdown, and rebalancing frequency [5] - All data presented is based on simulated trading and does not reflect actual trading situations, serving only as a reference [5]