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2800亿龙头股,大涨!创历史新高
Zhong Guo Zheng Quan Bao· 2025-09-30 08:22
Market Overview - The A-share market saw significant gains in September, with the Shanghai Composite Index up 15.84% year-to-date, the Shenzhen Component Index up 29.88%, and the ChiNext Index up 51.20% [1] - In September alone, all three major indices recorded increases, with the ChiNext Index rising over 12% [1] - As of the latest close, the Shanghai Composite Index rose 0.52%, the Shenzhen Component Index rose 0.35%, and the market turnover was approximately 2.2 trillion yuan, an increase of 191 billion yuan from the previous trading day [1][2] Sector Performance - The automotive sector experienced notable activity, with the leading stock, Seres, rising over 9% to reach a historical high [3] - The non-ferrous metals and storage chip sectors showed strong performance, with significant gains in stocks like Jiangbolong, which hit the daily limit [2][5] - Other sectors such as military, semiconductor, and innovative pharmaceuticals also saw positive movements, while sectors like liquor, banking, and insurance faced adjustments [2] Company Highlights - Seres announced a cash dividend plan, proposing to distribute 3.10 yuan per 10 shares, totaling 506 million yuan, which represents 17.22% of the company's net profit for the first half of 2025 [5] - Seres is also in the process of acquiring a 10% stake in Shenzhen Yingwang Intelligent Technology from Huawei for 11.5 billion yuan, with the transaction structured in three payments [6] - The demand for high-end luxury passenger vehicles in China is exceeding expectations, and the competitive landscape is favorable, suggesting potential growth for leading companies in this sector [5] Storage Chip Market - The storage chip sector saw active trading, with stocks like Jiangbolong and others reaching their daily limit [5][7] - The global DRAM market is expected to expand due to the increasing demand for AI computing, with a positive outlook for the storage industry chain [8] - Nearline HDDs are experiencing supply shortages, with delivery times extending to over 52 weeks, indicating strong demand in data center storage facilities [8]
华安研究:华安研究2025年10月金股组合
Huaan Securities· 2025-09-30 08:20
Group 1: Semiconductor Industry - SMIC is the only domestic foundry with advanced process technology, benefiting from the explosion in AI chip demand and domestic substitution trends[1] - In 2025, advanced process revenue is expected to grow by 68% year-on-year, with plans to expand capacity to become the third-largest foundry globally[1] - The company's orders visibility has extended to 2026, indicating strong demand from key clients[1] Group 2: AI and Computing - Fourth Paradigm's platform sales are expected to turn from loss to profit, with a projected EPS increase from -0.6 to 0.4[1] - The overall valuation is currently around 4 times P/S, which is relatively low compared to domestic AI companies like SenseTime and US-based Palantir[1] - Risks include underperformance in AI technology development and market demand not meeting expectations[1] Group 3: Battery and Energy Storage - Zhongxin Innovation's revenue is projected to grow significantly, with a 101% increase in net profit expected in 2025[1] - The company is benefiting from high margins in overseas sales of power batteries and strong growth in commercial vehicles and energy storage batteries[1] - Risks include fluctuations in raw material prices and intensified competition in the industry[1] Group 4: Aerospace and Defense - AVIC Shenyang Aircraft's performance is expected to improve due to the implementation of fundraising projects aimed at enhancing research and production capabilities[1] - The company is focusing on modernizing weaponry and defense equipment, with a projected revenue increase of 13% in 2025[1] - Risks include legal penalties and management challenges affecting operational efficiency[1] Group 5: Pharmaceutical Sector - Zai Lab is advancing its commercialization efforts with three approved products, including a JAK inhibitor participating in the 2025 medical insurance negotiations[1] - The company is expected to accelerate product promotion, benefiting patients and enhancing revenue streams[1] - Risks include potential failures in new drug development and regulatory approval delays[1]
博俊科技:目前公司对所供货的问界车型车身件产品均为独供
Zheng Quan Shi Bao Wang· 2025-09-30 08:17
转自:证券时报 人民财讯9月30日电,博俊科技9月30日在互动平台表示,公司是赛力斯问界M5、M7、M8、M9车型的 车身件供应商,为赛力斯供应车身件等相关产品,目前公司对所供货的问界车型车身件产品均为独供。 ...
股市牛人实战大赛丨9月30日十大热股榜出炉!十大买入金额股票:塞力斯居首位(名单)
Xin Lang Zheng Quan· 2025-09-30 07:58
Group 1 - The "Second Golden Kylin Best Investment Advisor Selection" event is currently ongoing, with over 3,000 professional investment advisors participating in simulated trading competitions [1] - The event aims to provide a platform for investment advisors to showcase their capabilities, expand services, and enhance skills, thereby promoting the healthy development of China's wealth management industry [1] Group 2 - The top 10 stocks by purchase frequency as of September 30 include Huabang Health, Sairis, and Jina Technology, with the semiconductor ETF being the most favored [2] - The top 10 stocks by purchase amount include Sairis, Sanhua Intelligent Control, and Jiaze New Energy, indicating strong interest in these companies [3] - The data for the top purchased stocks and ETFs is based on the frequency and amount of purchases made by all participating contestants [4] Group 3 - The competition includes categories for stock simulation, on-site ETF simulation, and public fund simulation, with specific trading rules regarding holding proportions, maximum drawdown, and rebalancing frequency [5] - All data presented is based on simulated trading and does not reflect actual trading situations, serving only as a reference [5]
赛力斯成交额超100亿元
Zheng Quan Shi Bao Wang· 2025-09-30 07:04
数据宝统计,截至14:47,赛力斯成交额101.26亿元,超100亿元。最新股价上涨8.13%,换手率3.98%。 上一交易日该股全天成交额为89.48亿元。(数据宝) (文章来源:证券时报网) ...
赛力斯成交额达100亿元,现涨超8%
Mei Ri Jing Ji Xin Wen· 2025-09-30 06:56
每经AI快讯,9月30日下午,赛力斯成交额达100亿元,现涨8.12%。 (文章来源:每日经济新闻) ...
研报掘金丨华鑫证券:予赛力斯“买入”评级,国际化战略迈出关键一步
Ge Long Hui· 2025-09-30 06:47
华鑫证券研报指出,赛力斯递交H股上市发行恰逢公司业务发展的关键转折点。2024年公司实现历史性 扭亏为盈,全年新能源汽车销量达42.69万辆,同比增长182.84%,营业收入突破1451.76亿元,归母净 利润59.46亿元。2025年上半年,公司实现净利润29.41亿元,同比增长81.03%,展现出较强的盈利韧 性。与此同时,问界系列产品矩阵不断完善,M9车型持续领跑50万元以上豪华车市场,M8车型上市即 成为40万级SUV销量冠军,为H股发行奠定了坚实的业务基础。考虑到公司新品销售火爆,海外渠道铺 设持续推进有望带动销量及盈利能力提升,给予"买入"投资评级。 ...
年内58家车企披露中期分红超百亿元
Zheng Quan Ri Bao Wang· 2025-09-30 06:07
9月29日晚间,赛力斯(601127)集团股份有限公司(简称"赛力斯")披露2025年半年度利润分配预 案,拟派发现金红利5.06亿元(含税)。 今年以来,在汽车行业业绩稳健增长背景下,车企纷纷中期分红。据数据统计,截至9月30日,58家汽 车行业(申万一级)公司宣告中期分红(含一季报分红和中报分红),金额合计123.71亿元,同比增长 81.43%。 18家披露分红金额超1亿元 分红增多背后,是今年汽车行业业绩稳健增长。据数据统计,今年上半年,汽车行业上市公司合计实现 营业收入1.96万亿元,同比增长7.66%;实现归母净利润831.46亿元,同比增长0.45%。 行业分析人士认为,"金九银十"将至,汽车板块景气度有望上行。一方面,以旧换新效果进一步显现。 华泰证券认为,二季度汽车板块营收稳健增长,营收同比增长9%,环比增长16.6%,以旧换新政策或有 力支持"金九银十"旺季销售。 另一方面,海外收入占比增长带来行业韧性提升。广发证券认为,今年上半年,出口继续为乘用车板块 营收和利润增长贡献超额弹性。参考历史上政策延续年份的季节性规律,结合政策预期和资金使用额 度,预计今年下半年乘用车销量或仍有良好表现,维 ...
赛力斯逼近涨停,再创历史新高
第一财经· 2025-09-30 06:07
众泰汽车(000980) < 日 交易中 09-30 13:55:06 通 融 3.55 额 13.78亿 股本 50.43亿 市盈 -20.0 万得 盘口 +0.25 +7.58% 换 7.82% 市值1179亿 市净 205.17 涨跌 0.25 均价 时间 13:55 3.50 IOPV 涨跌幅 7.58% 价格 3.55 成交量 2 層加 资金 盘口 | MAx 13:55 10.00% 3.63 卖 3.59 1790 INM | 3.55 7.58% 3.58 1641 | 324 23 4065 3.57 322 3.56 9767 NY MM 3.55 1207 0.00% 卖1 买1 3.54 6466 买2 3876 3.53 买3 3.52 6450 买4 3.51 6899 21324 2.97 分时放大镜 -10.00% 买5 3.50 15:00 13:54 3.56 09:30 11:30/13:00 2684 量比 2.282 下 13:54 3.56 32 13.337 13:55 3.55 2 13:55 3.55 2700 7.369 13:55 3.55 713 7 更 ...