Group 1 - The core point of the article highlights the significant surge in the stock price of Lianmei Holdings (600167.SH), which has seen a four-day cumulative increase of 46.26% due to speculation surrounding its investment in Moer Thread [1] - Lianmei Holdings has confirmed through its subsidiary, Lhasa Lianhong Technology Development Co., Ltd., that it invested a total of 100 million yuan in Moer Thread [1]

Core Insights - A total of 41 stocks reached the daily limit up, with 10 stocks achieving consecutive limit ups, indicating strong market performance [1] - The overall limit-up rate for stocks, excluding ST and delisted stocks, was 68% [1] Company Highlights - Huasoft Technology achieved a limit up for the fifth consecutive day, showcasing significant investor interest [1] - Lianmei Holdings, a stock related to the Moer Thread concept, reached a limit up for four consecutive days, indicating strong momentum [1] - Seven Wolves, another notable stock, achieved a limit up for two consecutive days, reflecting positive market sentiment [1] - Lianwei Microelectronics, part of the silicon wafer sector, reached a limit up for three consecutive days, highlighting growth in this industry [1] - TCL Zhonghuan, also in the silicon wafer sector, achieved a limit up for two consecutive days, further emphasizing the sector's strength [1] - Weiyuan New Materials, associated with the intelligent robot concept, reached a 20% limit up for two consecutive days, indicating robust demand in this niche market [1]

格隆汇9月25日｜A股市场疯炒摩尔线程影子股。联美控股(600167.SH)尾盘封涨停板，走出4连板，4天 累计涨幅达46.26%。消息面上，联美控股曾在互动平台表示，公司通过全资下属公司拉萨联虹科技发 展有限公司投资了摩尔线程，投资总额为1亿元。 ...

Core Insights - 联美控股 has experienced a significant stock price increase, achieving a limit-up and marking its fourth consecutive trading day of gains, with a total increase of 46.26% over four days [1] Company Performance - The stock of 联美控股 has shown remarkable performance, reaching a limit-up on the latest trading day [1] - The cumulative increase of 46.26% over the past four days indicates strong investor interest and market confidence in the company [1]

摩尔线程科创板IPO将于9月26日上会，A股方面，联美控股收盘三连板。据不完全统计，宏力达、和而 泰、瑞丰新材、华辰装备、中天科技、圣元环保、初灵信息、万和电气、联美控股、中科蓝讯、ST华 通和盈趣科技在内的12家A股上市公司在互动易上回复参股投资摩尔线程。其中，宏力达今日在互动平 台表示，公司作为有限合伙人认缴嘉兴久奕能元创业投资合伙企业（有限合伙）基金份额，截至目前久 奕能元持有摩尔线程智能科技（北京）股份有限公司0.77%股份，穿透计算后公司间接持有摩尔线程约 0.3%股份。 ...

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗 漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： 联美量子股份有限公司股票交易异常波动公告 联美量子股份有限公司（以下简称"公司"）股票于 2025 年 9 月 23 日、 2025 年 9 月 24 日连续 2 个交易日收盘价格涨幅偏离值累计超过 20%，根据《上 海证券交易所交易规则》有关规定，属于股票交易异常波动情形。且近五个交易 日，公司股票累计涨幅达到 44.14%，可能存在非理性交易行为。 经公司自查，并书面征询控股股东及实际控制人，截至本公告披露日， 公司不存在其他应披露而未披露的重大信息。 一、股票交易异常波动的具体情况 公司股票于 2025 年 9 月 23 日、2025 年 9 月 24 日连续 2 个交易日收盘价格 涨幅偏离值累计超过 20%。根据《上海证券交易所交易规则》的有关规定，属于 股票交易异常波动情形。 证券代码：600167 证券简称：联美控股 公告编号：2025-039 三、相关风险提示 （一）市场交易风险 公司股票交易于 2025 年 9 月 23 日、9 月 24 日 ...

Market Overview - The electricity sector increased by 0.72% compared to the previous trading day, with Xiexin Nengke leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Top Gainers in the Electricity Sector - Xiexin Nengke (002015) closed at 12.68, up 9.97% with a trading volume of 971,500 shares and a transaction value of 1.199 billion [1] - Lianmei Holdings (600167) also rose by 9.97% to close at 9.60, with a trading volume of 61,900 shares [1] - Jingyuntong (601908) saw an increase of 8.78%, closing at 4.46 with a trading volume of 2.8174 million shares [1] Other Notable Performers - ST Lingda (300125) increased by 5.40% to close at 8.39, with a trading volume of 114,500 shares [1] - Zitong Energy (001376) rose by 3.66% to close at 13.03, with a trading volume of 226,500 shares [1] - Jinfang Energy (001210) closed at 16.88, up 3.18% with a trading volume of 63,000 shares [1] Decliners in the Electricity Sector - Luxiao Technology (002617) decreased by 2.82% to close at 9.98, with a trading volume of 2.3908 million shares and a transaction value of 2.37 billion [2] - Nanjing Grid Energy (600995) fell by 1.58% to close at 12.47, with a trading volume of 562,900 shares [2] - Datang Power (166109) saw a decline of 1.45%, closing at 3.39 with a trading volume of 1.1091 million shares [2] Capital Flow Analysis - The electricity sector experienced a net outflow of 495 million from main funds, while retail funds saw a net inflow of 246 million [2] - The main funds' net inflow for Xiexin Nengke was 361 million, accounting for 30.06% of its trading volume [3] - Jingyuntong had a main fund net inflow of 157 million, representing 12.62% of its trading volume [3]

Market Performance - The three major A-share indices collectively rose, with the Shanghai Composite Index up 0.83%, the Shenzhen Component Index up 1.80%, and the ChiNext Index up 2.28%, reaching a three-year high [1] - The STAR 50 Index increased by 3.49%, and the North Exchange 50 Index rose by 2.03% [1] Trading Volume and Stock Performance - The total trading volume in the Shanghai, Shenzhen, and North exchanges was 23,471 billion yuan, a decrease of 1,713 billion yuan from the previous day [2] - Over 4,400 stocks rose, with nearly 90 stocks hitting the daily limit [2] - The chip industry chain continued its strong performance, with over 20 stocks hitting the daily limit, including Huasoft Technology with four consecutive limit-ups [2] - Robotics concept stocks surged, with multiple stocks like Haoneng Co. and Zhongchuang Zhiling also hitting the daily limit [2] - Alibaba Cloud concept stocks were active, with Hangang Co. hitting the daily limit [2] - Retail and tourism sectors experienced the largest declines [2] Market Trends and Outlook - Since the "924 market" last year, the Shanghai Composite Index has risen over 40%, the Shenzhen Component Index over 65%, and the ChiNext Index over 100% [3] - Huatai Securities noted that the positive feedback from the capital market is ongoing, with trading activity remaining high [3] - The outlook remains optimistic for the medium term, with a focus on balanced sector selection and the continuation of earnings momentum in Q3 [5] - Long-term views favor technology growth sectors, particularly AI computing, Hong Kong innovative drugs, and military industry [5] - Concerns about short-term market sentiment cooling may lead to fluctuations, but the potential for a steady upward trend remains [5] - Citic Securities warns of potential short-term corrections due to high emotional indices, suggesting that September's performance will be a key reference for future trends [5]

Core Viewpoint - Lianmei Holdings has experienced a significant stock price increase, achieving three consecutive daily limit-ups, with a total rise of 32.96% during this period [2]. Stock Performance - As of September 23, the stock price reached 9.60 yuan, with a turnover rate of 0.03% and a trading volume of 785,600 shares, amounting to 7.54 million yuan in transaction value [2]. - The stock's limit-up order amount reached 1.11 billion yuan [2]. - The total market capitalization of Lianmei Holdings is now 21.72 billion yuan [2]. Margin Trading Data - As of September 23, the margin trading balance for the stock is 712 million yuan, with a financing balance of 711 million yuan, reflecting a decrease of 6.37 million yuan or 0.89% from the previous trading day [2]. - Over the past three days, the margin trading balance has decreased by 14.08 million yuan, representing a 1.94% decline [2]. Institutional Trading Activity - The stock has appeared on the Dragon and Tiger list due to a cumulative price deviation of 20% over three trading days [2]. - Institutional investors have net sold 18.76 million yuan, while the Shanghai Stock Connect has seen a cumulative net sell of 10.60 million yuan [2]. - Total net buying from brokerage seats amounts to 19.08 million yuan [2]. Financial Performance - In the first half of the year, Lianmei Holdings reported operating revenue of 1.898 billion yuan, a year-on-year decrease of 2.65% [2]. - The net profit for the same period was 525 million yuan, reflecting a year-on-year increase of 9.87% [2]. - The basic earnings per share are 0.2358 yuan, with a weighted average return on equity of 4.75% [2]. Company Background - Lianmei Quantum Co., Ltd. was established on January 25, 1999, with a registered capital of 2.26284 billion yuan [2].

每经AI快讯，9月24日，联美控股涨停走出3连板，3天累计涨幅达32.96%。 （文章来源：每日经济新闻） ...