Market Performance - The market opened lower but rebounded, with the ChiNext Index reaching a new three-year high and the Sci-Tech 50 Index rising nearly 5% at one point. Over 4,400 stocks rose while fewer than 900 declined. By the close, the Shanghai Composite Index increased by 0.83%, the Shenzhen Component Index by 1.80%, and the ChiNext Index by 2.28% [1] Sector Performance - The chip industry chain continued its strong performance, with over 20 stocks hitting the daily limit up, including Huashuo Technology with four consecutive limit-ups, Sunflower with three consecutive limit-ups, and Zhangjiang Hi-Tech with two consecutive limit-ups reaching a new high [1] - The robotics sector saw a surge, with companies like Haoneng Co. and Zhongchuang Zhiling among over ten stocks hitting the daily limit up, and Lianmei Holdings achieving three consecutive limit-ups [2] - Alibaba Cloud-related stocks were active, with Hangang Co. hitting the daily limit up [3] - The tourism sector showed weakness, with Yunnan Tourism hitting the daily limit down [4] Trading Volume - The total trading volume for the Shanghai and Shenzhen markets was 2.33 trillion yuan, a decrease of approximately 167.98 billion yuan compared to the previous trading day. The Shanghai market accounted for 1.02 trillion yuan, while the Shenzhen market accounted for 1.31 trillion yuan [4] Top Stocks by Trading Volume - Luxshare Precision topped the trading volume with 29.9 billion yuan, followed by SMIC with 19.5 billion yuan, Sungrow Power Supply with 18 billion yuan, Zhongji Xuchuang with 16.6 billion yuan, and Xinyisheng with 15.4 billion yuan [4]

Core Viewpoint - The semiconductor sector is experiencing significant growth, with major stocks and ETFs showing strong performance, driven by rising prices and increased demand in the industry [1][2]. Group 1: Market Performance - A-shares opened lower but rebounded, with the ChiNext Index and Shenzhen Component Index both rising over 1% [1]. - The semiconductor sector led the gains, with stocks like Changchuan Technology and Shenkong Co. hitting the daily limit, while others like Lanke Technology and Zhongwei Company rose over 10% [1]. - The Semiconductor ETF (Southern, 159325) rose by 6.47%, marking its third consecutive increase, while the Sci-Tech Chip ETF (Southern, 588890) surged over 6.2% [1]. - The Sci-Tech Materials ETF (588160) increased nearly 4%, indicating active market trading [1]. - Over the past five trading days, the Sci-Tech Chip ETF (588890) saw a net inflow of 158 million yuan [1]. - The Sci-Tech Materials ETF (588160) has recorded a cumulative increase of 101.36% over the past year [1]. Group 2: Company Performance - Changchuan Technology announced a profit forecast for the first three quarters of 2025, expecting a net profit of 827 million to 877 million yuan, representing a year-on-year growth of 131.39% to 145.38% [2]. - Huatai Securities noted a shift in the semiconductor equipment market in China, with a projected 24% year-on-year growth in global equipment company revenue for Q2 2025, reaching 34 billion USD [2]. - The overseas market is primarily driven by AI-related investments, with a 40% year-on-year growth, particularly in testing equipment [2]. - Huajin Securities highlighted the increasing demand for AI training and inference calculations, suggesting a positive outlook for the entire domestic chip industry chain [2]. Group 3: ETF and Index Information - The Sci-Tech Chip ETF (Southern, 588890) closely tracks the Sci-Tech Board Chip Index, which includes companies involved in semiconductor materials, equipment, design, manufacturing, and testing [3]. - The top ten weighted stocks in the Sci-Tech Chip Index include Cambricon, Haiguang Information, and SMIC [3]. - The Semiconductor ETF (Southern, 159325) tracks the CSI Semiconductor Industry Select Index, which includes 50 large-cap, profitable, and high R&D investment companies [3]. - The top ten weighted stocks in the Semiconductor Industry Select Index include Cambricon, SMIC, and Haiguang Information [3]. - The Sci-Tech Materials ETF (588160) tracks the Sci-Tech Board New Materials Index, which includes 50 large-cap companies in advanced materials [4]. - The top ten weighted stocks in the New Materials Index include Hu Silicon Industry, Western Superconducting, and Anji Technology [4].

#行情 科创50指数大涨超5%，创业板指涨1.5%，中芯国际涨5%。 ...

Market Overview - The Hong Kong and Shenzhen stock exchanges continued normal trading despite the approaching super typhoon "Haikui" [8][9] - On the morning of the 24th, the A-share market opened lower but quickly rebounded, with the Shanghai Composite Index rising by 0.63% and the ChiNext Index increasing by 1.76% [2][4] - The total trading volume in the Shanghai and Shenzhen markets reached 1.41 trillion yuan, a decrease of 288.5 billion yuan compared to the previous trading day [2][4] Sector Performance - The semiconductor, real estate, and oil & gas sectors showed significant gains, with the semiconductor industry experiencing a collective surge [2][4] - Notable stocks included Jiangfeng Electronics and Zhangjiang Hi-Tech, both hitting the daily limit up, while the real estate sector also saw strong performance with stocks like Dalong Real Estate achieving three consecutive limit-ups [2][4] - Conversely, the tourism sector faced a collective decline, with Yunnan Tourism hitting the daily limit down [3] Hong Kong Market Dynamics - The Hong Kong stock market saw a slight decline before rebounding, with the Hang Seng Index up by 0.91% and the Hang Seng Technology Index rising by 2.18% [5][6] - Notable performers included SMIC, which rose by 7.02%, and Alibaba, which increased by 6.40% [5][6] - The trading volume in Hong Kong reached 150.9 billion HKD, with net inflows from southbound trading amounting to 6.58 billion HKD [6]

Group 1 - The core viewpoint of the article highlights the performance of the Double Innovation Leader ETF (588330), which opened down by 1.44% at 0.892 yuan [1] - The major holdings of the ETF include companies like CATL, which rose by 0.77%, and SMIC, which fell by 1.27% [1] - The ETF's performance benchmark is the CSI Science and Technology Innovation 50 Index, managed by Huabao Fund Management Company, with a return of -9.74% since its inception on June 29, 2021, and a return of 20.82% over the past month [1] Group 2 - The article provides specific stock performance details, indicating that companies such as Mindray Medical and Huagong Technology experienced declines of 0.39% and 0.09% respectively, while companies like Haiguang Information and Yanguang Electric Power saw increases of 0.52% and 0.02% [1] - The overall market sentiment reflected in the ETF's opening performance suggests a cautious outlook among investors [1]

Group 1 - Core viewpoint: SMIC's stock price increased by 5.03% to 134.98 CNY per share, with a total market capitalization of 1,079.739 billion CNY and a trading volume of 13.73 billion CNY [1] - Company overview: SMIC, established on April 3, 2000, specializes in integrated circuit wafer foundry services, offering technology nodes ranging from 0.35 microns to 14 nanometers. The main revenue composition is 93.83% from wafer foundry and 6.17% from other services [1] Group 2 - Fund holdings: CITIC Prudential Fund has a significant position in SMIC, with its CITIC Prudential Dingli Mixed Fund (LOF) A increasing its holdings by 415 shares in Q2, totaling 37,600 shares, which represents 8.22% of the fund's net value [2] - Fund performance: The CITIC Prudential Dingli Mixed Fund (LOF) A has achieved a year-to-date return of 63.2% and a one-year return of 109.93%, ranking 477 out of 8,173 in its category [2]

Market Performance - The Hong Kong stock market showed a low-open and high-rise trend in the morning session, halting a consecutive decline [1] - The Hang Seng Technology Index led the gains, closing up 2.19%, while the Hang Seng Index rose by 0.91% and the National Enterprises Index increased by 1.13% [1] Sector Performance - Major technology stocks rebounded collectively, with Alibaba rising over 6%, Kuaishou up more than 4%, and JD.com and Meituan also showing positive movement [1] - Semiconductor stocks saw significant increases, benefiting from anticipated silicon wafer price hikes, with leading company SMIC rising over 7% to reach a new historical high [1] - Other active sectors included robotics, mobile gaming, home appliances, brain-computer interface concepts, and gambling stocks [1] Declining Sectors - Conversely, the film and entertainment sector experienced widespread declines, along with education, biomedicine, building materials, and coal stocks [1] - Apple-related stocks continued to experience a pullback from the previous day [1]

南方财经9月24日电，港股半导体板块持续走强，截至发稿，ASMPT涨超8%，脑洞科技涨超7%，华虹 半导体、中芯国际涨超6%。 ...

Group 1 - Shenzhen Weiding Juxin Technology Co., Ltd. has successfully assembled and delivered its first high-precision stepper lithography machine, the WS180i series, which targets the growing fields of compound semiconductors and high-end optoelectronic devices [1] - The China Securities Consumer Electronics Theme Index (931494) rose by 1.47% as of September 24, 2025, with notable increases in component stocks such as Changying Precision (300115) up 11.54% and Tongfu Microelectronics (002156) up 10.00% [1] - The Consumer Electronics ETF (561600) increased by 1.18%, reaching a latest price of 1.29 yuan, and has seen a cumulative increase of 6.97% over the past week [1] Group 2 - As of August 29, 2025, the top ten weighted stocks in the China Securities Consumer Electronics Theme Index accounted for 54.8% of the index, including companies like Cambricon (688256) and Luxshare Precision (002475) [2] - The weight and performance of key stocks in the index show varied trends, with Luxshare Precision down 1.66% and SMIC (688981) up 4.79% [4]

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com | 恒生指数 | 26382.28 | +223.16 | +0.85% | | --- | --- | --- | --- | | 800000 | | | | | 国企指数 | 9391.06 | +100.72 | +1.08% | | 800100 | | | | | 恒生科技指数 | 6292.07 | +125.01 | +2.03% | | 800700 | | | | (责任编辑：宋政 HN002) 格隆汇9月24日｜恒生科技指数涨幅扩大至超2%。半导体股走强，中芯国际、华虹半导体涨超7%，上 海复旦涨超4%。阿里巴巴涨超6%，美团、京东涨超2%，腾讯涨超1%。 ...