9月10日，方正科技大宗交易成交480.2万股，成交额3884.82万元，占当日总成交额的0.77%，成交价 8.09元，较市场收盘价9.34元折价13.38%。 | 证券代码 | 交易日期 证券間除 | | | | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | 图出就业窗 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 600601 | 2025-09-10 方正科技 | | 8.09 | 1003.16 | 124 | 国信证券股份有限 公司提州曙光路证 | 平安证券股份有限 公司北京市分公司 | 客 | | | | | | | | 受富补品 | | | | 600601 | 2025-09-10 方正科技 | | 8.09 | 970.8 | 120 | 机构专用 | 平安证券股份有限 公司北京市分公司 | Ka | | 5581212 | 方正科技 2025-09-10 | 600601 | 40959 8.09 | 809 | 100 | 机构专用 | 平安证券股份有限 公司北京市分公司 | ...

Core Viewpoint - The online gaming sector has shown a positive performance with a 1.93% increase, ranking sixth among various concept sectors, indicating strong investor interest and potential growth in this industry [1][2]. Group 1: Market Performance - As of September 10, the online gaming concept saw 51 stocks rise, with notable performers including Giant Network, Wolong New Energy, and ST Kevin hitting the daily limit up [1]. - The top gainers in the sector included Xichuang Data, Xinghui Entertainment, and Founder Technology, which rose by 11.29%, 9.25%, and 9.11% respectively [1]. - Conversely, the sector also experienced declines, with Oriental Pearl, Kaiying Network, and 37 Interactive Entertainment dropping by 3.40%, 2.79%, and 2.37% respectively [1]. Group 2: Capital Flow - The online gaming sector attracted a net inflow of 1.354 billion yuan from major funds, with 37 stocks receiving net inflows and 7 stocks exceeding 100 million yuan in net inflow [2]. - Founder Technology led the net inflow with 598.32 million yuan, followed by Light Media, Mango Super Media, and Perfect World with net inflows of 367.06 million yuan, 188.80 million yuan, and 165.41 million yuan respectively [2][3]. - In terms of net inflow ratios, Cixing Co., Mango Super Media, and Light Media had the highest ratios at 19.45%, 14.34%, and 14.21% respectively [3]. Group 3: ETF Performance - The gaming ETF (product code: 159869) tracking the China Animation and Gaming Index experienced a 4.38% increase over the past five days, although it saw a net outflow of 71.58 million yuan [6]. - The food and beverage ETF (product code: 515170) reported a slight increase of 0.65% over the last five days, with a net inflow of 12.06 million yuan [6].

Market Performance - The component sector increased by 5.62% on September 10, with Shenghong Technology leading the gains [1] - The Shanghai Composite Index closed at 3812.22, up 0.13%, while the Shenzhen Component Index closed at 12557.68, up 0.38% [1] Top Gainers - Shenghong Technology (300476) closed at 290.67, up 12.01% with a trading volume of 886,300 shares [1] - Dongshan Precision (002384) closed at 72.22, up 10.01% with a trading volume of 827,800 shares [1] - Jingwang Electronics (603228) closed at 57.00, up 10.00% with a trading volume of 474,900 shares [1] - Yidun Electronics (603328) closed at 11.90, up 9.98% with a trading volume of 483,800 shares [1] Market Capital Flow - The component sector saw a net inflow of 3.985 billion yuan from institutional investors, while retail investors experienced a net outflow of 1.945 billion yuan [2][3] - Major stocks like Dongshan Precision and Shenghong Technology had significant net inflows from institutional investors, indicating strong interest [3] Notable Decliners - Junya Technology (603386) closed at 14.67, down 3.49% with a trading volume of 113,000 shares [2] - Shiyun Circuit (603920) closed at 40.69, down 2.00% with a trading volume of 417,600 shares [2] - Farah Electronics (600563) closed at 117.30, down 1.93% with a trading volume of 21,900 shares [2]

证券之星消息，9月9日元件板块较上一交易日下跌2.35%，方正科技领跌。当日上证指数报收于 3807.29，下跌0.51%。深证成指报收于12510.6，下跌1.23%。元件板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 002913 | 奥士康 | 38.95 | 3.95% | 9.08万 | | 3.55亿 | | 002484 | 江海股份 | 31.62 | 2.40% | 53.01万 | | 16.66 Z | | 615889 | 南亚新材 | 61.71 | 2.08% | 7.03万 | | 4.39亿 | | 603920 | 世运电路 | 41.52 | 1.10% | 64.10万 | | 26.54亿 | | 002134 | 天津音林 | 21.18 | 0.62% | 6.58万 | | 1.39亿 | | 002384 | 东山精密 | 65.65 | 0.06% | 86.51万 | | 57.83亿 | | 605258 ...

9月9日，方正科技跌5.17%，截至发稿，报8.80元/股，成交15.32亿元，换手率4.08%，总市值376.09亿 元。 资料显示，方正科技集团股份有限公司位于上海市长宁区延安西路726号华敏翰尊国际大厦9楼K座，成 立日期1993年11月15日，上市日期1990年12月19日，公司主营业务涉及生产和销售PCB产品,互联网接 入服务,IT系统集成及解决方案。主营业务收入构成为：销售商品98.83%，提供服务1.17%。 从基金十大重仓股角度 数据显示，易方达基金旗下1只基金重仓方正科技。易方达中证1000量化增强A（017094）二季度持有 股数19.83万股，占基金净值比例为0.45%，位居第三大重仓股。根据测算，今日浮亏损失约9.52万元。 易方达中证1000量化增强A（017094）成立日期2023年4月25日，最新规模1.28亿。今年以来收益 33.38%，同类排名1046/4222；近一年收益80.78%，同类排名789/3798；成立以来收益34.7%。 易方达中证1000量化增强A（017094）基金经理为殷明、黄健生。 截至发稿，殷明累计任职时间4年175天，现任基金资产总规模9.6亿元， ...

Market Performance - The main board led the gains with notable stocks such as Fangzheng Technology (+10.05%), China Film (+10.04%), and Fenghua Hi-Tech (+10.04) [1] - The ChiNext board saw significant increases with stocks like Boshi Jie (+20.00%) and Shenghong Technology (+20.00%) [1] - The Sci-Tech Innovation board also performed well, with Tianyue Advanced and Tengjing Technology both rising by 20.00% [1] - Active sub-industries included SW Printed Circuit Boards (+10.14%) and SW Communication Network Equipment and Devices (+8.17%) [1] Domestic News - A collaboration between Thunderbird Innovation and Bang & Olufsen was announced, with the first AR glasses set to launch in October [1] - Anfu Technology confirmed the successful tape-out verification of its new "Fuxi" architecture chip, which excels in graphics rendering and parallel computing [1] - Huawei's Kirin 9020 chip was publicly unveiled, featuring a CPU with a combination of large, medium, and small cores, showcasing significant enhancements over public versions [1] - Everbright Tongchuang reported significant progress in its carbon fiber materials business, now applied in laptop shells and foldable smartphones [1] Company Announcements - Hikvision announced a cash dividend plan for mid-2025, distributing 4.00 yuan per 10 shares [3] - Chipeng Micro reported receiving cash consideration of 13.5867 million yuan from the sale of equity in a subsidiary [3] - Shuguang Digital announced updates on its tender offer, stating that the plan remains unchanged despite delays in reporting [3] - Su Da Weige disclosed a reduction in shares by a major shareholder, with 1,990,000 shares sold between September 3 and September 5, 2025 [3] Overseas News - Sandisk reported strong demand for flash memory products driven by AI applications and increasing storage needs, leading to a price increase of over 10% [2] - Broadcom signed a $10 billion agreement to supply AI data center hardware tailored for a specific client's workloads [2] - Anthropic announced restrictions on services for companies controlled by Chinese entities, affecting both domestic and overseas subsidiaries [2] - Texas Instruments noted strong performance in early 2023 due to preemptive orders before tariff announcements, although demand has since cooled [2]

Market Overview - On September 5, A-shares saw a collective surge with the Shanghai Composite Index rising by 1.24% to 3812 points, the Shenzhen Component Index increasing by 3.89%, and the ChiNext Index climbing by 6.55% [1] - Over 4800 stocks in the market experienced gains, with a notable boom in the new energy sector, particularly in photovoltaic equipment and organic silicon, while bank stocks declined [1] High-Performing Stocks - Anzheng Fashion achieved a limit-up for four consecutive trading days, while Western Gold rebounded with a limit-up after four out of five days of gains [3] - Notable stocks with significant increases include: - ST Zhongji (+4.92%, 4.69, 15 days, 7 boards) due to restructuring and product innovation [4] - ST Weier (+4.99%, 18.71, 9 days, 6 boards) attributed to turnaround in mid-year report and mergers [4] - Western Gold (+10.00%, 29.82, 5 days, 4 boards) driven by growth in the semi-annual report and gold sector [4] - Anzheng Fashion (+9.97%, 11.47, 4 days, 4 boards) due to turnaround in mid-year report and brand upgrades [4] - Tongrun Equipment (+49.97%, 17.42, 3 days, 3 boards) linked to growth in mid-year report and energy storage systems [4] Trading Activity - The top three net purchases on the daily leaderboard were: - Shenghong Technology with a net purchase of 2.14 billion yuan [5] - Fangzheng Technology with a net purchase of 495 million yuan [6] - Jinlang Technology with a net purchase of 471 million yuan [6] - The top three net sales were: - Xiandao Intelligent with a net sale of 871 million yuan [7] - Feima International with a net sale of 290 million yuan [7] - Sanwei Communication with a net sale of 280 million yuan [7] Company Highlights - Shenghong Technology reported a 20.00% increase in stock price, with a trading volume of 237.32 billion yuan and a turnover rate of 10.20% [10] - Fangzheng Technology's stock rose by 10.05%, with a trading volume of 54.32 billion yuan and a turnover rate of 14.03% [15] - Jinlang Technology also saw a 20.00% increase, with a trading volume of 44.32 billion yuan and a turnover rate of 16.54% [19] Institutional Activity - Institutions showed significant interest in stocks like Shenghong Technology, with a net sale of 99.85 million yuan, while deep stock connect saw a net purchase of 1.17 billion yuan [10][23] - Fangzheng Technology attracted a net purchase of 915.48 million yuan from institutions [15][21] Sector Performance - The new energy sector, particularly photovoltaic and lithium battery stocks, demonstrated strong performance, with several companies achieving limit-up status [1][19] - The banking sector faced declines, contrasting with the growth in new energy stocks [1]

Market Performance - Several stocks have shown significant gains, with *ST Zhongji increasing by 4.92% and reaching a price of 4.69, marking its 15th day with 7 consecutive boards [1] - *ST Weier rose by 4.99% to 18.71, achieving 9 days with 6 consecutive boards, attributed to its mid-year report turnaround and aluminum-plastic film business [1] - Four major stocks, including Si Bu Gold, experienced a 10% increase, with Si Bu Gold reaching 29.82 and achieving 5 days with 4 consecutive boards, driven by its semi-annual report growth and gold sector involvement [1][2] Key Stocks and Their Performance - Shenghong Technology saw a remarkable increase of 20% to 295.80, with a trading volume of 237.32 billion and a turnover rate of 10.20% [3][7] - Fangzheng Technology also increased by 10.05% to 9.64, with a trading volume of 54.32 billion and a turnover rate of 14.03% [10][11] - Jinlang Technology surged by 20% to 89.24, with a trading volume of 44.32 billion and a turnover rate of 16.54% [13][5] Institutional Activity - The top three net purchases by institutions included Shenghong Technology with 21.43 billion, Fangzheng Technology with 4.95 billion, and Jinlang Technology with 4.33 billion [3][4] - Conversely, the top three net sales by institutions were led by Xiandao Intelligent with 8.71 billion, Feima International with 2.90 billion, and Sanwei Communication with 2.80 billion [4][6] Sector Trends - The AI and technology sectors are showing strong performance, with stocks like Shenghong Technology and Fangzheng Technology benefiting from advancements in AI servers and PCB technology [7][10] - The energy sector, particularly solar and lithium battery companies, is also experiencing significant interest, as evidenced by the performance of Jinlang Technology and Tianhua New Energy [13][14] Summary of Trading Activity - The overall market is characterized by high volatility, with several stocks reaching their daily limit up, indicating strong investor interest and potential for further growth [1][2] - The trading volume and turnover rates suggest active participation from both retail and institutional investors, reflecting confidence in the market's direction [3][4]

Market Overview - On September 5, A-shares saw a collective surge with the Shanghai Composite Index rising by 1.24% to 3812 points, the Shenzhen Component Index increasing by 3.89%, and the ChiNext Index climbing by 6.55% [1] - Over 4800 stocks in the market experienced gains, with a notable boom in the new energy sector, particularly in photovoltaic equipment and organic silicon, while bank stocks declined [1] High-Performing Stocks - Anzheng Fashion achieved a limit-up with a 49.97% increase, marking its fourth consecutive trading day of gains [3] - Western Gold surged by 10.00%, reflecting strong performance in its semi-annual report [4] - Other notable gainers included Yilian Co. (+10.02%), Shanghai Shenli (+10.01%), and Zhongyuan Home Furnishing (+10.00%) [4] Trading Activity - The top three net purchases on the daily leaderboard were Shenghong Technology (2.14 billion), Fangzheng Technology (495 million), and Jinlang Technology (471 million) [5] - Conversely, the top three net sales were led by Xiandai Intelligent (-871 million), Feima International (-290 million), and Sanwei Communication (-280 million) [6] Sector Highlights - The new energy sector, particularly companies involved in lithium batteries and photovoltaic technology, showed significant upward movement, with Tianhong Lithium Battery and Jinlang Technology both hitting their daily limits [17][16] - Shenghong Technology's stock was driven by its AI computing power and high-density interconnect (HDI) products, with a reported revenue of 9.03 billion and a net profit of 2.14 billion for the first half of the year, reflecting year-on-year growth of 86.00% and 366.89% respectively [12] Institutional Activity - Institutional investors showed strong interest in several stocks, with net purchases in Shenghong Technology and Tianhong New Energy, while also selling off positions in Xiandai Intelligent and Innovation Medical [8][19] - The net buying amount from the Shanghai Stock Connect for Fangzheng Technology was the highest at 302 million [19] Company Developments - Fangzheng Technology reported a revenue of 2.14 billion for the first half of the year, with a year-on-year growth of 35.60%, driven by advancements in high-density interconnect technology [15] - The company is expanding its production capacity in Southeast Asia and enhancing its global delivery capabilities [12] Conclusion - The market is experiencing a robust rally, particularly in the new energy sector, with significant institutional interest and strong performance from key companies, indicating a positive outlook for the industry [1][12][19]

融资融券数据显示，该股最新（9月4日）两融余额为15.20亿元，其中，融资余额为15.16亿元，融券余 额为439.84万元。近5日融资余额合计增加9016.37万元，增幅为6.33%。融券余额合计减少43.28万元， 降幅8.96%。 8月29日公司发布的半年报数据显示，上半年公司共实现营业收入21.40亿元，同比增长35.60%，实现净 利润1.73亿元，同比增长15.29%。（数据宝） 方正科技9月5日交易公开信息 方正科技(600601)今日涨停，全天换手率14.03%，成交额54.32亿元，振幅12.22%。龙虎榜数据显示， 机构净买入9154.84万元，沪股通净买入3.02亿元，营业部席位合计净买入1.01亿元。 上交所公开信息显示，当日该股因日涨幅偏离值达8.81%上榜，机构专用席位净买入9154.84万元，沪股 通净买入3.02亿元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交10.64亿元，其中，买入成交额为7.80亿 元，卖出成交额为2.85亿元，合计净买入4.95亿元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买二、卖三，合计买入金额1.31亿 元，卖出金 ...