Group 1 - The stock of Shouke Co., Ltd. opened up 2.85% after achieving 10 consecutive trading days of gains [1] - Chunzhong Technology, a liquid-cooled server concept stock, opened up 4.23% after 6 days of 5 consecutive gains [1] - Bidet Technology in the high-speed rail sector opened up 0.72% after 8 days of 5 consecutive gains [1] Group 2 - Tianji Co., Ltd., a lithium battery sector stock, opened up 3.05% after 9 days of 5 consecutive gains [1] - Huajian Group, which has restructuring expectations, opened up 1.48% after 4 consecutive gains [1] - Baile Technology, a robotics concept stock, opened up 1.27% after 6 days of 4 consecutive gains [1] Group 3 - Shanghai Construction opened up 5.30% after 3 consecutive gains [1] - Low-priced stock Shanzi Gaoke opened up 4.46% after 3 consecutive gains [1] - Rongsheng Development opened down 1.86% after 3 consecutive gains [1] Group 4 - Yushen Co., Ltd., a unified market concept stock, opened down 2.47% after 4 days of 3 consecutive gains [1] - Yiyaton opened down 0.99% after 2 consecutive gains [1]

扬子晚报网9月17日讯(记者范晓林)今天是周三，昨天华建集团（600629）4连板，首开股份（600376） 10天9板，上海建工（600170）、香江控股（600162）、山子高科（000981）、荣盛发展（002146）3连 板，线上线下（300959）20cm2连板，淳中科技（603516）6天5板。创业板指一度跌幅超过1%，午后 回升翻红，中小盘股表现较强。沪深两市成交额2.34万亿，较上一个交易日放量640亿。盘面上，市场 情绪明显回暖，全市场超3600只个股上涨。板块方面，机器人、互联网电商、物流等板块涨幅居前。 A.利好精选 兄弟科技：2025年前三季度净利同比预增207%-253% 兄弟科技（002562）(002562.SZ)公告称，公司发布2025年前三季度业绩预告，预计归属于上市公司股 东的净利润为1亿元-1.15亿元，同比增长207.32%-253.42%。业绩增长主要由于部分维生素产品价格上 涨，苯二酚项目产能利用率提升、销量增加，以及部分产品成本下降，整体毛利率同比上升。 首开股份(600376.SH)公告称，自2025年9月3日至9月12日期间，公司股票收盘价格涨幅偏离值累计达到 ...

导读：智通财经9月17日投资避雷针，近日，A股及海外市场潜在风险事件如下。国内经济信息方面包括：1）长春航展两架小鹏汇天eVTOL相撞后一架坠 机；2）"境外个人境内限购房令取消"系误读；公司方面重点关注包括：1）10天9板首开股份公告，根据规定上市公司出现股票交易重大异常情形，可对股 票及其衍生品种实施停牌并要求进行核查；2）时隔近两年大基金再度减持北方华创，持股比例降至5%以下；海外市场重点关注包括：1）美股三大指数集 体收跌，英伟达跌超1%；2）美元指数跌破97关口，欧元兑美元上涨至四年来最高水平。 经济信息 1、美股三大指数集体收跌，道琼斯指数跌0.27%，标普500指数跌0.13%，纳斯达克综合指数跌0.07%。大型科技股涨跌互现，特斯拉涨超2%，甲骨文涨超 1%，微软、英伟达跌超1%。 2、衡量美元对六种主要货币的美元指数当天下跌0.68%，在汇市尾市收于96.639。欧元兑美元上涨至1.1871，达到自2021年9月以来的最高水平。 3、晨星股票分析师在周二发布的一份报告中写道："晶圆代工厂和存储器制造商正面临半导体行业强烈的周期性波动。"该机构表示，一个典型的半导体周 期大约持续四年，而AI需 ...

Industry News - The Ministry of Commerce and nine other departments released policies to expand service consumption, including a series of promotional activities and optimizing operational hours for popular cultural and tourist venues [2][3] - The Ministry of Industry and Information Technology issued guidelines for the digital transformation of key industries, providing scenario maps for 14 sectors including steel, petrochemicals, and new energy vehicles [2][3] - The National Medical Products Administration approved the first medical device standard for brain-computer interface technology, set to be implemented on January 1, 2026 [2] - The People's Bank of China stated that the CIPS cross-border payment system has become a crucial support for the internationalization of the Renminbi [2] Company News - Tianpu Co. announced that the acquisition funds of 9.65 billion yuan from Zhonghao Xinying have been received [3][13] - Haowen Automotive announced a significant contract worth approximately 24.77 billion yuan for ADAS perception systems and radar systems [7] - Luxiao Technology plans to launch a family AI service robot, aiming to sell at least 1 million units in the US and European markets by 2026-2028 [8] - Tianqi Lithium stated that its pilot project for producing 50 tons of lithium sulfide has commenced [9] - Hangke Technology announced a share transfer price of 28.61 yuan per share, at a 20% discount to the closing price [10] - Brother Technology expects a year-on-year net profit increase of 207%-253% for the first three quarters of 2025 [13] Investment Opportunities - The humanoid robot industry is anticipated to enter a sales growth phase, with expectations for significant advancements and market readiness by 2026 [15] - Nvidia is requesting suppliers to develop new micro-channel liquid cooling plate (MLCP) technology due to increased power consumption of its new AI platforms, indicating a shift in cooling technology requirements [16]

Company News - Hengwei Technology announced plans to acquire 75% of Shanghai Shuheng Information Technology Co., Ltd., with trading suspended from September 17, 2023, for up to 10 trading days [6] - Hengwei Technology is a leader in the field of network visualization and AI computing integration, providing advanced products and solutions across various sectors, including wireless networks and cloud computing. As of September 16, 2023, the company's stock price was 32.25 yuan per share, with a market capitalization of 10.3 billion yuan [7] - First Opening Co., Ltd. reported significant stock price fluctuations, with a cumulative increase of 100% from September 3 to September 12, 2023. The company is under scrutiny due to abnormal trading conditions [7] - Loushao Technology announced a strategic cooperation agreement with a leading domestic cross-border e-commerce company to promote AI service robots, aiming to sell at least 1 million units in the US and Europe between 2026 and 2028 [8] - Vanke A disclosed that its largest shareholder, Shenzhen Metro Group, will provide a loan of up to 2.064 billion yuan to repay bond principal and interest, with a loan term of no more than three years [8] - Brother Technology expects a net profit of 100 million to 115 million yuan for the first three quarters of 2025, representing a year-on-year increase of 207.32% to 253.42% due to rising prices of certain vitamin products and improved production capacity [8] - Tonghuashun announced a cash dividend plan for the first half of 2025, distributing 1 yuan per 10 shares, totaling 53.76 million yuan [8] - An彩高科 plans to acquire 100% of Henan High Purity Minerals for 15.0112 million yuan, enhancing its competitiveness in high-end materials [8] - Guang'an Aizhong intends to acquire 90% of Qitai County Hengtai New Energy Power Generation Co., Ltd. for zero yuan, with plans to invest in a 400MW flexible coal power project [8] - Suzhou Planning intends to acquire 80% of Kunshan Development Zone Architectural Design Institute for 8.3172 million yuan, which will enhance its market share and profitability [8] Industry News - The Ministry of Commerce and nine other departments released measures to expand service consumption, including 19 initiatives aimed at enhancing service supply and meeting diverse consumer needs [4] - The Guizhou Provincial Government will implement a tax refund policy for overseas travelers starting October 1, 2023, to boost shopping and tourism [4] - The Suzhou Artificial Intelligence Industry Association announced an action plan to build a leading AI industry cluster, targeting over 3,000 AI companies and an annual growth rate of over 20% in the smart economy sector by the end of 2026 [5]

2025.09.16 本文字数：1130，阅读时长大约2分钟 截至2025年7月，盈信公司对金石成长股权投资（杭州）合伙企业（有限合伙）认缴出资3亿元，实缴出资1.8亿元。截至8月25日，盈信公司持有基金的认 缴份额比例约为6.51%，该基金持有宇树科技4.7683%股权。 作者 |第一财经孙梦凡 一家业绩亏损的上市房企，成为资本市场的热门股票。 按此计算，首开旗下子公司间接持有宇树科技的股权比例约为0.3%。"盈信公司对基金的投资仅为财务性投资，对基金决策运作无控制力和影响力。" 9月16日，首开股份（600376.SH）发布公告称，自9月3日至9月12日，公司股票收盘价格涨幅偏离值累计达100%，触及股票交易严重异常波动情形。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。 从盘面具体数据看，首开股份近10个交易日连收9个涨停板，累计涨幅达152.65%。截至9月16日收盘，公司股价报6.67元/股，总市值172.06亿元。 从公司基本面看，首开股份主营业务未发生重大变化，目前仍处于亏损状态，2025年上半年营业收入180.39亿元，归属于上市公司股东的净利润-18.39亿 元。 首开 ...

Core Viewpoint - The stock of Shoukai Co., Ltd. (600376.SH), a loss-making real estate company, has become a hot topic in the capital market, with its stock price experiencing significant fluctuations despite its poor financial performance [3][5]. Summary by Sections Stock Performance - From September 3 to September 12, Shoukai's stock price increased by 100%, leading to its inclusion in the abnormal trading list by the Shanghai Stock Exchange [3]. - Over the last 10 trading days, Shoukai's stock has hit the daily limit up 9 times, with a cumulative increase of 152.65%. As of September 16, the stock closed at 6.67 yuan per share, with a total market capitalization of 17.206 billion yuan [3]. Financial Status - Shoukai's main business has not undergone significant changes, and it remains in a loss-making state, reporting a revenue of 18.039 billion yuan and a net profit attributable to shareholders of -1.839 billion yuan for the first half of 2025 [3][4]. Potential Influencing Factors - The only potential factor affecting Shoukai's stock price is its indirect stake in a robotics company, Yushu Technology, through its subsidiary, which holds a 62.74% stake in a fund that owns approximately 0.3% of Yushu Technology [5]. - The stock price surge is attributed to three main factors: the scarcity of A-share companies directly invested in Yushu Technology, Shoukai's long-term undervaluation relative to its net assets, and the overall activity in the robotics sector, especially with Yushu Technology's upcoming IPO [5]. Market Activity - Recent trading activity has shown a significant increase in trading volume, turnover rate, and the number of shareholders, with some institutional shareholders reducing their holdings. This rapid price increase may lead to a potential decline in the stock price [6].

Group 1 - The A-share market experienced a positive trend on Tuesday, with the ChiNext index initially dropping over 1% but later recovering, indicating a mixed performance among indices [2] - The total trading volume reached 2.34 trillion yuan, an increase of 640 billion yuan compared to the previous trading day, with a net outflow of 44.9 billion yuan from domestic capital [2] - Over 3,600 stocks in the market rose, reflecting a significant improvement in market sentiment, with the robotics sector leading the gains [2] Group 2 - The market's movements were primarily driven by low-priced stocks, which triggered corresponding sectoral impulses rather than rapid rotation among sectors [3] - Notable stocks such as Shouke Co. and others in the robotics sector saw substantial gains, with over 20 stocks hitting the daily limit [2][3] - The technology sector, particularly in AI hardware, semiconductor, and computing power, is also showing a strong upward trend, indicating a dual focus of market capital [3]

9月16日晚间，首开股份（600376）公告称，公司股票自9月3日至9月12日期间，收盘价格涨幅偏离值累 计达到100%，触及股票交易严重异常波动情形，公司已于2025年9月13日发布《关于股票交易异常波动 暨严重异常波动的公告》。9月15日和9月16日，公司股票连续两个交易日内日收盘价格涨幅偏离值累计 达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。根据《上海证券交 易所股票上市规则》，上市公司若出现股票交易重大异常情形，可对公司股票及其衍生品种实施停牌， 并要求公司进行核查，待公司披露相关公告后复牌。首开股份表示，近期公司股票交易呈现出交易量明 显增长、换手率大幅提升、股东人数显著增长、个别机构股东出现减持清仓等情况，股价存在短期上涨 过快可能出现的下跌风险。经公司自查并向控股股东及实际控制人发函查证，截至本公告披露日，确认 不存在应披露而未披露的重大事项或重要信息。 ...

Market Performance - On September 16, the market showed a strong upward trend with small and medium-sized stocks performing well [1] - The sectors that led the gains included robotics, internet e-commerce, and logistics, while sectors such as pork, non-ferrous metals, and film and television showed declines [1] - Over 3,500 stocks rose in the market, with a total trading volume of 2.34 trillion yuan, an increase of 64 billion yuan compared to the previous trading day [1] Fund Performance Daily Gain Leaders - The top-performing fund was 德邦局端表备A with a daily net value growth rate of 8.71%, a weekly return of 11.83%, and a year-to-date return of 26.64% [2] - 方正富邦远见成长A followed closely with a daily growth of 8.66% and a year-to-date return of 60.4% [2] - 中航趋势领航A achieved a remarkable year-to-date return of 94.76% with a daily growth of 8.52% [2] Daily Loss Leaders - The fund 中航混改精选A experienced the largest decline with a daily net value decrease of 2.41% and a year-to-date return of only 0.25% [3] - 银华农业产业A also saw a significant drop of 2.32% in daily net value, with a year-to-date return of 13.47% [3] - 长城大健康A reported a daily decline of 1.77% but maintained a strong year-to-date return of 70.51% [3] Bond Fund Performance Daily Gain Leaders - The bond fund 金鹰年年邮益 - 年持有A led with a daily net value growth of 1.16% and a year-to-date return of 11.67% [4] - 华商双算A followed with a daily increase of 1.03% and a year-to-date return of 44.41% [4] - 金鹰民丰回报 achieved a daily growth of 1.01% with a year-to-date return of 21.72% [4] Daily Loss Leaders - The bond fund 博时浦惠一年持有A reported a daily decline of 0.71% with a year-to-date return of 23.11% [4] - 博时信用债券A experienced a decrease of 0.56% in daily net value, with a year-to-date return of 14.3% [4] - 前海开源可转债A saw a daily drop of 0.5% but maintained a year-to-date return of 15.29% [4] Company Specific News - 首开股份 announced that its stock price had deviated significantly, with a cumulative increase of 100% from September 3 to September 12, triggering a review process according to stock exchange regulations [5] - The company’s stock experienced a further cumulative increase of 20% over two consecutive trading days, leading to potential trading suspension and required disclosures [5]