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芯片板块,大爆发
财联社· 2025-09-24 03:50
Market Overview - A-shares opened lower but quickly rebounded, with the ChiNext index turning positive and the Sci-Tech 50 index surging over 4% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.41 trillion, a decrease of 288.5 billion compared to the previous trading day [1] Sector Performance - The semiconductor industry chain experienced a collective surge, with over 20 stocks, including Jiangfeng Electronics, hitting the daily limit [3] - Zhangjiang Hi-Tech achieved a two-day limit increase, while Huasoft Technology and Xiangrikui both saw four consecutive limit increases [3] - Real estate stocks showed strong fluctuations, with Dalong Real Estate achieving three limit increases in four days [3] - The robotics concept stocks were also active, with Haoneng shares hitting the daily limit [3] - Conversely, tourism stocks faced a collective decline, with Yunnan Tourism hitting the daily limit down [3] - The sectors with the highest gains included semiconductors, real estate, and oil and gas, while tourism, coal, and precious metals saw the largest declines [3] Index Performance - By the end of the trading session, the Shanghai Composite Index rose by 0.63%, the Shenzhen Component Index increased by 1.11%, and the ChiNext Index gained 1.76% [3]
半导体板块强势拉升 张江高科、通富微电等涨停
半导体板块24日盘中强势拉升,光刻机、存储芯片概念等活跃。截至发稿,江丰电子20%涨停,联合化 学涨超18%,张江高科、通富微电等均涨停,盛美上海涨超9%。 中信证券指出,进入9月,海外存储大厂如闪迪、美光、三星相继对报价进行调整,其中闪迪向渠道和 消费者客户对闪存产品涨价10%+,美光阶段性暂停报价,三星对DRAM、NAND价格均有上调。从行 业角度,NAND在过去约3个季度的时间里保持相对较低的产能利用率水平,且价格涨幅低于DRAM, 叠加近期HDD需求超预期导致的紧缺,在企业级SSD的需求高增下NAND涨幅有望超预期。建议重视企 业级SSD需求景气度,重点关注企业级存储进展快、涨价受益逻辑强的公司。 消息面上,盛美上海23日在投资者互动平台表示,9月8日,公司宣布推出首款KrF工艺前道涂胶显影设 备UltraLithKrF,旨在支持半导体前端制造。该系统的问世标志着盛美上海光刻产品系列的重要扩充, 具有高产能、先进温控技术以及实时工艺控制和监测功能。首台设备系统已于2025年9月交付中国头部 逻辑晶圆厂客户。 此外,由于供应紧张,三星对其DRAM和NAND闪存产品进行了大幅提价,部分产品提价幅度高至 3 ...
全市场唯一地产ETF(159707)飙升4%,创年内新高!上海临港、张江高科涨停!机构:房地产市场或止跌回稳
Xin Lang Ji Jin· 2025-09-24 03:04
Group 1 - The only ETF tracking the CSI 800 Real Estate Index (159707) surged 4% on September 24, reaching a new high for the year, with a trading volume exceeding 54 million CNY [1] - The ETF's price reached 0.705 CNY, reflecting a 3.98% increase, with a trading volume of 1.17 million shares [2] - Key stocks in the ETF, such as Shanghai Lingang and Zhangjiang Hi-Tech, hit the daily limit, while several others, including China Merchants Shekou and Vanke A, rose over 2% [2] Group 2 - From January to August, national real estate development investment decreased by 12.9%, with residential investment down by 11.9%, but new home transactions in 68 cities showed a year-on-year increase [3] - The total transaction area for real estate is stabilizing at 1.5 billion square meters, despite a decline in new home sales, indicating that overall demand has bottomed out [3] - The contribution of the real estate sector to the economy has decreased from 18% in 2012-2020 to an estimated 11% in 2024, reflecting a significant reduction in the industry's weight in the economy [3]
A股光刻机概念股走强,华软科技、张江高科涨停
Ge Long Hui· 2025-09-24 02:14
Core Viewpoint - The A-share market is experiencing a strong performance in the photolithography machine concept stocks, indicating a positive trend in this sector [1] Group 1: Stock Performance - Shanghai Xinyang has increased by over 13% [1] - Huasoft Technology and Zhangjiang Hi-Tech have both reached the daily limit of 10% increase [1] - Chipsource Microelectronics has risen nearly 10% [1] - Other companies such as United Chemical, Anji Technology, Tongcheng New Materials, Nanda Optoelectronics, Zhongrun Optics, Fuchuang Precision, and Yake Technology have all seen increases of over 5% [1]
光刻机概念股延续活跃,张江高科触及涨停创新高
Xin Lang Cai Jing· 2025-09-24 02:05
Group 1 - The core viewpoint is that photolithography concept stocks continue to be active, with notable price increases in several companies [1] - Zhangjiang Hi-Tech reached the daily limit and hit a new high [1] - Jiangfeng Electronics rose over 15%, indicating strong market interest [1] Group 2 - Other companies such as United Chemical, Pioneer Precision, Hongtian Shares, Fuchuang Precision, and Chipbond also experienced price increases [1]
A股房地产股走强,云南城投、深振业A涨停
Ge Long Hui· 2025-09-24 01:57
Group 1 - The A-share market saw a strong performance in real estate stocks, with notable gains in several companies [1] - Yunnan Chenggong and Shen Zhen Ye A reached the daily limit up, while Shanghai Lingang increased by over 8% [1] - Other companies such as Shangshi Development and Shibei Gaoxin rose by more than 7%, and several others including Dalong Real Estate and Zhangjiang Hi-Tech increased by over 5% [1]
张江高科:股票交易异常波动公告
Group 1 - The company, Zhangjiang Hi-Tech, announced that its stock price experienced an abnormal fluctuation, with a cumulative increase of over 20% in the closing prices over three consecutive trading days on September 19, 22, and 23, 2025 [1] - The company conducted a self-examination and confirmed that its production and operational status is normal, with no significant matters affecting the abnormal stock price fluctuation [1] - There are no corrections or supplements needed for previously disclosed information, and the company has no undisclosed significant information [1]
张江高科(600895) - 股票交易异常波动公告
2025-09-23 11:49
股票代码:600895 股票简称:张江高科 编号:临2025-027 上海张江高科技园区开发股份有限公司 股票交易异常波动公告 公司特别提醒投资者,公司生产经营未发生重大变化,敬请投资者注意 投资风险,理性决策,审慎投资。 一、股票交易异常波动的具体情况 上海张江高科技园区开发股份有限公司(以下简称"公司")股票于2025 年9月19日、9月22日、9月23日连续三个交易日内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。 二、公司关注并核实的相关情况 (一)生产经营情况 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法律责任。 经公司自查,公司目前生产经营情况正常,公司不存在影响公司股票交易 异常波动的重大事项;公司前期披露的信息不存在需要更正、补充之处;公司 不存在应披露而未披露的重大信息。 重要内容提示: 上海张江高科技园区开发股份有限公司(以下简称"公司")股票于 2025年9月19日、9月22日、9月23日连续三个交易日内日收盘价格涨幅偏离值累 计超过20%,根据《上 ...
张江高科(600895) - 《股票交易异常波动征询函》的回函
2025-09-23 11:46
关于上海张江高科技园区开发股份有限公司 《股票交易异常波动征询函》的回函 上海张江高科技园区开发股份有限公司: 贵司于 2025 年 9 月 23 日所发《股票交易异常波动征询函》已收 悉,经我司核查,现就所征询的事项作出如下回复: 特此函复。 限公司 5年9月 23日 截至目前,我公司不存在影响贵司股票交易异常波动的重大事 项,不存在与贵司有关的应披露而未披露的重大信息,包括但不限于 重大资产重组、发行股份、上市公司收购、债务重组、业务重组、资 产剥离和资产注入等重大事项。 在贵公司股价异常波动期间,我公司及一致行动人不存在买卖贵 公司股票的情况。 ...
张江高科:股票交易异常波动
Core Viewpoint - Zhangjiang Hi-Tech's stock price experienced an abnormal fluctuation, with a cumulative increase of over 20% during three consecutive trading days from September 19 to September 23, 2025 [1] Company Summary - The company conducted a self-examination and confirmed that its production and operational conditions are normal, with no significant events affecting the abnormal stock price fluctuation [1] - The controlling shareholder, Shanghai Zhangjiang (Group) Co., Ltd., has confirmed in writing that there are no significant matters affecting the stock price fluctuation and no undisclosed information [1] - The company did not find any media reports or market rumors that significantly impacted its stock price during the fluctuation period [1] - There were no stock trading activities by the controlling shareholder and senior management during the period of abnormal stock price fluctuation [1] - The company has reminded investors to be cautious of secondary market trading risks and to make rational investment decisions [1]