Core Insights - The A-share market experienced a collective decline on September 23, with the automotive parts sector showing resilience and increasing in value [1] - The automotive parts ETF (562700) rose by 0.13% with a trading volume of 17.54 million yuan, leading its category [1] - Key stocks such as Xusheng Group, Yongding Co., and Dayang Motor reached their daily limit up, indicating strong market interest [1] Automotive Parts Sector - The automotive parts ETF tracks the CSI Automotive Parts Theme Index, which includes high-quality component manufacturers across various automotive systems [1] - The sector is benefiting from the trends of electrification and intelligence in the domestic automotive industry, suggesting significant growth potential [1] - Companies involved in robotics are increasingly integrating into the automotive parts sector, with humanoid robots seen as a "second curve" for automotive components [1]

Market Overview - The A-share market saw a slight increase in the three major indices, with a focus on technology stocks, particularly in the consumer electronics, chip supply chain, and liquid cooling server sectors [1] - The total market turnover reached 2.14 trillion yuan, a decrease of 206.9 billion yuan compared to the previous day [4] Technology Sector - GPU leader Moer Thread's IPO on the Sci-Tech Innovation Board is scheduled for September 26, leading to a surge in related concept stocks [1] - Zhongke Shuguang (603019) hit the daily limit, closing at 117.51 yuan per share, with a total market value exceeding 170 billion yuan [1] - The chip supply chain remained active, with Demingli (001309) achieving a historical high with two consecutive limit-ups, and Haiguang Information rising nearly 11% to also reach a historical high [1] - SMIC's stock increased over 6%, with a latest market value of 1.03 trillion yuan and a trading volume close to 20 billion yuan, ranking first in A-shares [1] Liquid Cooling Server Concept - The liquid cooling server concept stocks experienced fluctuations but ultimately surged, with Industrial Fulian (601138) rising significantly and breaking the 70 yuan per share mark, reaching a historical high [3] Zodiac Concept Stocks - Stocks with "horse" in their names saw significant gains, with multiple stocks like Tianyi Ma (301178) and Demar Technology rising sharply [5] - The upcoming Year of the Horse in the lunar calendar has led to increased speculation in zodiac-themed stocks, following a historical trend of such stocks gaining traction in the fourth quarter [6][7] Precious Metals Sector - The gold sector saw a strong performance towards the end of the trading day, with stocks like Zhongjin Gold (600489) and Hunan Silver (002716) experiencing significant increases [4] Tourism and Hotel Sector - The tourism and hotel sector faced a downturn, with the tourism and hotel index declining, particularly for companies like Tianfu Cultural Tourism (000558) [8] - As the National Day and Mid-Autumn Festival approach, there is an increase in long-distance travel demand, with platforms reporting a notable rise in outbound travel intentions and flight bookings [10] Film and Entertainment Sector - The upcoming National Day holiday will see the release of over ten new films, indicating a trend towards sequels and IP-based productions, which may attract investor attention towards the film and cinema sector [11]

Market Overview - On September 22, the communication equipment sector rose by 0.2% compared to the previous trading day, with Guangku Technology leading the gains [1] - The Shanghai Composite Index closed at 3828.58, up 0.22%, while the Shenzhen Component Index closed at 13157.97, up 0.67% [1] Top Gainers in Communication Equipment Sector - Guangku Technology (300620) closed at 138.21, up 10.27% with a trading volume of 374,600 shares [1] - Yongding Co., Ltd. (600105) closed at 11.00, up 10.00% with a trading volume of 1,934,300 shares [1] - Dingxin Communication (603421) closed at 8.17, up 9.96% with a trading volume of 508,600 shares [1] - Other notable gainers include Guangxun Technology (002281) up 6.88% and Feiling Kesi (301191) up 4.94% [1] Top Losers in Communication Equipment Sector - Sega Technology (002796) closed at 19.59, down 7.68% with a trading volume of 480,600 shares [2] - Kunheng Shunwei (688283) closed at 31.15, down 5.12% with a trading volume of 32,900 shares [2] - Changying Tong (688143) closed at 48.09, down 4.89% with a trading volume of 73,700 shares [2] Capital Flow Analysis - The communication equipment sector experienced a net outflow of 1.746 billion yuan from institutional investors, while retail investors saw a net inflow of 1.607 billion yuan [2] - Notable net inflows from retail investors were observed in stocks like Guangku Technology and Guangxun Technology, while significant outflows were noted in stocks like ZTE Corporation [3] Individual Stock Capital Flow - ZTE Corporation (000063) had a net inflow of 560 million yuan from institutional investors, but a net outflow of 378 million yuan from retail investors [3] - Yongding Co., Ltd. (600105) saw a net inflow of 531 million yuan from institutional investors, with a net outflow from retail investors [3] - Guangxun Technology (002281) had a net inflow of 502 million yuan from institutional investors, while retail investors experienced a net outflow [3]

午后，A股三大指数再度走强，截至发稿，沪指涨0.06%，深证成指涨0.42%，创业板指涨0.45%。科创50指数午后拉升，截至发稿涨超3%。 盘面上，消费电子、贵金属、半导体芯片等方向涨幅居前，中科曙光触及涨停，报117.51元/股，总市值超1700亿元。海光信息涨超10%，和而泰涨停，东 芯股份、瑞芯微、龙芯中科、云天励飞、翱捷科技等跟涨。 | | | 中科曙光 | | | ri Q | | --- | --- | --- | --- | --- | --- | | | | 603019 融 沪股通 | | | | | 117.51 >> | | 107.80 最高 | | 117.51 最低 106.00 | | | 换手 10.00% 10.68 | | 6.91% 总手 | | 101万 金额 115.47亿 | | | 总值 1719亿 流值 | | 1719 亿 市盈 ~ | | 117.98 重零 | | | 分时 | 五日 | 日K | 周Ｋ | 月Ｋ 更多, | | | 117.51 | | | | 10.00% 卖1 | | | | | | | 买1 117.51 13.3万 | | | ...

南方财经9月22日电，可控核聚变概念股午后走强，永鼎股份拉升封板，合锻智能、爱科赛博、国光电 气、精达股份等冲高。 ...

Group 1 - The core point of the news is that Yongding Co., Ltd. experienced a stock price increase of 5.1%, reaching 10.51 CNY per share, with a trading volume of 897 million CNY and a turnover rate of 5.95%, resulting in a total market capitalization of 15.366 billion CNY [1] - Yongding Co., Ltd. is based in Suzhou, Jiangsu Province, and was established on June 30, 1994, with its listing date on September 29, 1997. The company specializes in the research, production, and sales of communication products and software, overseas power engineering contracting, and the design and manufacturing of automotive wiring harnesses [1] Group 2 - From the perspective of fund holdings, one fund under Puyin Ansheng, the Puyin Ansheng Hongli Selected Mixed A Fund (519115), holds 520,000 shares of Yongding Co., accounting for 2.82% of the fund's net value, ranking as the sixth largest holding. The estimated floating profit today is approximately 265,200 CNY [2] - The Puyin Ansheng Hongli Selected Mixed A Fund was established on December 3, 2009, with a latest scale of 35.8039 million CNY. Year-to-date, it has a loss of 0.41%, ranking 8097 out of 8244 in its category, while it has a one-year return of 16.95%, ranking 6220 out of 8066, and a total return since inception of 177.42% [2]

Group 1 - The core point of the news is that Yongding Co., Ltd. experienced a stock price increase of 5.1%, reaching 10.51 CNY per share, with a trading volume of 897 million CNY and a turnover rate of 5.95%, resulting in a total market capitalization of 15.366 billion CNY [1] - Yongding Co., Ltd. is based in Suzhou, Jiangsu Province, and was established on June 30, 1994. It was listed on September 29, 1997. The company's main business includes the research, development, production, and sales of communication products and software, as well as overseas power engineering contracting for power stations and transmission networks, and the design, development, production, and sales of automotive wiring harnesses and superconducting materials [1] Group 2 - From the perspective of fund holdings, data shows that one fund under Huaxia Fund has a significant position in Yongding Co., Ltd. The Huaxia High-end Manufacturing Mixed A Fund (002345) reduced its holdings by 2.2247 million shares in the second quarter, holding a total of 4.9676 million shares, which accounts for 4.19% of the fund's net value, ranking as the tenth largest holding [2] - The Huaxia High-end Manufacturing Mixed A Fund (002345) was established on May 11, 2016, with a latest scale of 899 million CNY. Year-to-date returns are 23.05%, ranking 3857 out of 8244 in its category; the one-year return is 49.35%, ranking 3203 out of 8066; and since inception, the return is 49.5% [2]

Core Viewpoint - The performance of the Zhongzheng 2000 ETF Enhanced (159556) shows a slight increase of 0.17% as of the midday close on September 22, with a trading volume of 277,900 yuan [1] Group 1: Fund Performance - The Zhongzheng 2000 ETF Enhanced (159556) has a performance benchmark based on the Zhongzheng 2000 Index return [1] - Since its establishment on December 27, 2023, the fund has achieved a return of 17.52% [1] - The fund's return over the past month is reported at -0.78% [1] Group 2: Major Holdings - Key stocks in the fund include: - Zhenhua New Materials, down 0.86% - Hengbao Co., down 3.41% - Yongding Co., up 6.80% - Yong'an Pharmaceutical, down 0.90% - Xuguang Electronics, down 1.80% - China Nuclear Technology, up 0.26% - Juguang Technology, down 2.77% - Huitong Energy, up 0.38% - Xinke Materials, up 0.50% - Batian Co., down 0.95% [1]

Industry Insights - Zhang Jie, an academician from the Chinese Academy of Sciences, announced plans to build the first 50 Hz, 1 million kW laser fusion power plant in Shanghai by around 2045, which is expected to provide electricity for a city with a population of 2 million [1] - The fusion energy sector is projected to drive significant advancements in human civilization, with the potential to create a trillion-yuan industry chain encompassing upstream, midstream, and downstream sectors [1] - Under the guidance of China's Atomic Energy Law and top-level industry policies, the nuclear fusion industry is experiencing rapid development, with both state-owned and private capital accelerating the transition from laboratory research to commercialization [1] Company Developments - Hezhong Intelligent has participated in the pre-research work for the manufacturing of core components such as fusion reactors, vacuum chambers, and filters, and has co-founded the Fusion Industry Alliance, serving as a vice-chairman unit [2] - Yongding Co., Ltd. has applied high-temperature superconducting materials in various fields, including superconducting induction heating, single crystal growth, controllable nuclear fusion magnets, and superconducting power equipment [2]

Group 1 - Jiangsu Yongding Co., Ltd. and its subsidiaries have applied for a patent related to the preparation method of data connection harnesses for new energy vehicles, indicating a focus on innovation in the electric vehicle sector [1] - The patent involves functionalizing carbon fibers to enhance their conductivity and electromagnetic shielding capabilities, which is crucial for the performance of new energy vehicles [1] - The company has a strong background in electrical machinery and equipment manufacturing, with a registered capital of approximately 1461.99 million RMB and a significant number of patents and administrative licenses [2] Group 2 - Jiangsu Yongding Co., Ltd. has invested in 35 enterprises and participated in 271 bidding projects, showcasing its active role in the industry [2] - The company holds a total of 691 patent records, reflecting its commitment to research and development in the electrical machinery sector [2]