（编辑 任世碧） 证券日报网讯 9月25日晚间，联美控股发布公告称，公司股票自2025年9月18日以来，累计涨幅达到 58.56%，股票涨幅明显偏离同行业及上证指数，可能存在非理性交易行为。但是公司主营业务、生产 经营情况以及经营环境与前期披露的信息相比未发生重大变化。经自查，截至本公告日，公司不存在应 披露而未披露的重大信息。鉴于近日公司股票剔除大盘和板块整体影响后的实际波动幅度较大，敬请广 大投资者注意二级市场交易风险，理性决策，审慎投资。 ...

证券代码：600167 证券简称：联美控股 公告编号：2025-040 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（以下简称"公司"）股票自 2025 年 9 月 18 日以 来，累计涨幅达到 58.56%，股票涨幅明显偏离同行业及上证指数，可能存在非 理性交易行为。但是公司主营业务、生产经营情况以及经营环境与前期披露的信 息相比未发生重大变化。 鉴于近日公司股票剔除大盘和板块整体影响后的实际波动幅度较大，敬 请广大投资者注意二级市场交易风险，理性决策，审慎投资。 经自查，截至本公告日，公司不存在应披露而未披露的重大信息。 自 2025 年 9 月 18 日以来，公司股票累计涨幅达到 58.56%，股票涨幅明显 偏离同行业及上证指数，公司已于 2025 年 9 月 23 日、9 月 24 日、9 月 25 日披 露了《联美量子股份有限公司股票交易异常波动公告》（编号 2025-037）、《联美 量子股份有限公司股票交易风险提示公告》（编号 2025-038）、《联美量子股份有 限 ...

Core Viewpoint - Lianmei Quantum Co., Ltd. has experienced a cumulative stock price increase of 58.56% since September 18, 2025, which significantly deviates from industry peers and the Shanghai Composite Index, indicating potential irrational trading behavior [1] Company Performance - The company's main business operations, production conditions, and operating environment have not undergone significant changes compared to previously disclosed information [1] - As of the date of the announcement, the company has confirmed that there are no undisclosed significant information that should have been disclosed [1]

Market Overview - A total of 41 stocks hit the daily limit up, while 19 stocks faced limit down, resulting in a sealing rate of 68% [1] - The three major indices showed divergence, with the ChiNext Index rebounding over 2% to reach a new three-year high [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.37 trillion yuan, an increase of 44.3 billion yuan compared to the previous trading day [1] Stock Performance - Huasoft Technology achieved a five-day limit up streak, while Lianmei Holdings and Bluefeng Biochemical both recorded a four-day limit up streak [1][3] - The highest limit up stock, Huasoft Technology, saw a 10.03% increase, driven by its focus on photoresists [12] - The gaming, AI applications, and controllable nuclear fusion sectors led the gains, while the port shipping, precious metals, and oil and gas sectors faced declines [1][6] Sector Analysis - The AI infrastructure investment by Alibaba, amounting to 380 billion yuan, is expected to drive a trillion-scale AI ecosystem [5] - The storage system bidding scale reached a historical high of 17.7 GW/45.7 GWh in August, marking a year-on-year increase of 237.1% [9] - The semiconductor industry is experiencing a price increase trend, with companies like Longjiang Storage becoming a new unicorn in the sector [7][16] Key Stocks and Trends - Ningde Times and Sunshine Power both reached historical highs, reflecting a focus on major growth stocks in the market [6] - The copper market saw a spike due to a fatal landslide at Freeport McMoRan's Grasberg mine, leading to a 3% increase in copper futures [8][30] - The gaming sector continues to show strong performance, with the National Press and Publication Administration issuing over 150 game licenses in a single month [6] Future Outlook - The market is expected to maintain a trend favoring large-cap stocks in popular sectors, despite the risk of a downturn for underperforming small-cap stocks [10] - The semiconductor supply chain's heat is likely to spread to lower-tier stocks, as the market remains focused on high-performing segments [7][30]

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 ...