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电子行业9月23日资金流向日报
Zheng Quan Shi Bao Wang· 2025-09-23 10:09
Market Overview - The Shanghai Composite Index fell by 0.18% on September 23, with five industries experiencing gains, notably banking and coal, which rose by 1.52% and 1.11% respectively. Conversely, social services and retail sectors saw declines of 3.11% and 2.90% [1]. Electronic Industry Performance - The electronic industry experienced a slight decline of 0.06%, with a net outflow of 20.04 billion yuan in capital. Out of 467 stocks in this sector, 151 stocks rose, with 9 hitting the daily limit, while 312 stocks fell [1]. - Among the stocks with net inflows, 125 saw capital inflows, with 15 stocks receiving over 100 million yuan. The top three stocks by net inflow were沃尔核材 (11.48 billion yuan), 长川科技 (5.69 billion yuan), and 中微公司 (5.16 billion yuan) [1]. - The stocks with the highest net outflows included 立讯精密 (-19.68 billion yuan), 中芯国际 (-16.57 billion yuan), and 工业富联 (-11.55 billion yuan) [1]. Electronic Industry Capital Inflow and Outflow Capital Inflow Leaders - 002130 沃尔核材: +10.00%, turnover rate 23.20%, main capital flow 1.15 billion yuan - 300604 长川科技: +20.00%, turnover rate 10.92%, main capital flow 569.39 million yuan - 688012 中微公司: +9.12%, turnover rate 4.66%, main capital flow 515.55 million yuan [1]. Capital Outflow Leaders - 002475 立讯精密: +7.79%, turnover rate 7.65%, main capital flow -1.97 billion yuan - 688981 中芯国际: -0.32%, turnover rate 7.21%, main capital flow -1.66 billion yuan - 601138 工业富联: +0.52%, turnover rate 1.34%, main capital flow -1.16 billion yuan [2]. ETF Insights - The consumption electronics ETF (code: 159732) tracks the Guozheng Consumption Electronics Theme Index, showing a 6.95% change over the last five days. The current price-to-earnings ratio is 50.39, with a total of 3.74 billion shares, an increase of 210 million shares, and a net outflow of 47.38 million yuan [4].
工业富联:受台风影响,iPEBG深圳厂区今日14时起停工
Di Yi Cai Jing· 2025-09-23 09:14
iPEBG深圳厂区所有单位于9月23日(今天)14:00起停工。 9月23日,工业富联发布停工通知称,深圳市已发布防台风防汛紧急动员令(2025年1号),超强台 风"桦加沙"预计9月23日夜间起对深圳市造成严重风雨浪潮影响。为做好超强台风防御工作,于9月23日 14时起停工、停业、停市,20时起停运。 经公司应急小组研究决定,为保障全体同仁安全,iPEBG深圳厂区所有单位于9月23日(今天)14:00起 停工。 ...
924新政以来,A股十大变化
3 6 Ke· 2025-09-23 04:18
Core Viewpoint - The implementation of a comprehensive financial policy by the central bank and regulatory authorities on September 24, 2024, has significantly transformed the A-share market, leading to a remarkable recovery and structural changes within the market. Group 1: Market Performance - A-shares experienced a substantial increase post-policy implementation, with the Shanghai Composite Index rising by 4.15% and the ChiNext Index soaring by 5.54% on the announcement day [1] - By August 18, 2025, the total market capitalization of A-shares surpassed 100 trillion yuan, with an annualized volatility of 15.9%, a decrease of 2.8 percentage points compared to the "13th Five-Year Plan" period, indicating enhanced market stability [1] - Major indices showed explosive growth, with the ChiNext 50 leading at a 116.14% increase, followed by the Sci-Tech 50 at 111.91% [3][4] Group 2: Trading Volume and Investor Activity - A-share trading volume surged, with total trading volume reaching 405.63 trillion yuan, a 115.22% increase from the previous year [5][6] - New account openings exploded, with 3,057,330 new accounts created in the year following the policy, an increase of 83.86% [7][8] Group 3: Financing and Institutional Investment - The financing balance in A-shares rose to 23,857.6 billion yuan, with a daily average financing balance increasing by 25.19% [10][11] - Insurance funds increased their stock investments significantly, with the investment scale growing by 31.56% from September 2024 to June 2025 [17][18] Group 4: Foreign and Southbound Capital - Southbound capital saw a net purchase of 110.97 billion HKD, a 148% increase compared to the previous year, indicating strong interest in Hong Kong stocks [12][13] - Foreign capital in A-shares also increased, with total trading volume reaching 49.29 trillion yuan, an 82.13% rise from the previous year [14][15] Group 5: Rise of Quality Enterprises - A number of leading companies, such as Industrial Fulian and Ningde Times, saw their market capitalizations increase significantly, reflecting a revaluation of A-share values [22][23][24] Group 6: Corporate Investment Strategies - Companies are increasingly utilizing idle funds for financial investments, with a notable rise in bank and securities company investment subscriptions [25][26]
耐心方能跑赢“慢牛”|谈股论经
Chang Sha Wan Bao· 2025-09-23 03:15
曹开阳 近日,A股一改6月下旬以来持续约两个月的快速上涨格局,转而进入了调整阶段。期间上证指数虽然 曾数次小幅创出新高,但是无法突破3900点整数关口的压制,更无力对许多普通投资者心心念念的4000 点大关发起攻击。同时,个股走势也产生了明显的分化,小部分大市值高科技股频频创出新高,但更多 的中小盘个股则选择了蛰伏甚至是回落。 在这样的情况下,A股的"慢牛"走势是否已经发生了本质变化?普通投资者又该如何应对? 笔者认为,从当前多个维度的情况进行考量,我们应当还是要坚定"慢牛"仍在的信念。 其次,很重要的一点是,即便是近期A股出现了震荡走势,但是成交量仍然是逐步放大的,特别是在8 月25日上证指数创出十年来的新高时,成交量也同步放大。目前来看,市场虽然在进行调整,即便是9 月22日明显缩量的情况下,市场的总成交量依然可以维持在2万亿元以上。这也意味着,当前A股市场 的热度仍旧很高,其间蕴藏着可观的交易机会。 值得一提的是,9月22日,在国新办举行的"高质量完成'十四五'规划"系列主题新闻发布会上,中国人 民银行行长潘功胜,国家金融监督管理总局局长李云泽,中国证监会主席吴清,中国人民银行副行长、 国家外汇管理局局 ...
工业富联股价起飞 价值逻辑你看懂了么?
Quan Jing Wang· 2025-09-23 02:38
AI浪潮汹涌、苹果新机大卖、甲骨文业绩上修——三重利好把工业富联市值推上 1.4万亿元,年内涨幅 超过240%,"924"行情以来市值净增10000亿元。市场到底在押注什么?答案可以拆成两句话:赛道仍 在爆发前夜,公司早已占据核心入口。 【三重利好 赛道爆发在即】 2025年无疑是工业富联的"高光之年"。多重利好叠加,为公司打开了广阔的发展空间。 其一,苹果带动。 苹果秋季新品iPhone17系列彻底卖爆,标准版销量暴增8倍,Pro系列增长3倍!甚至预售当日的苹果官 网都因访问量过大短暂瘫痪,首批货源在电商平台被瞬间抢空。作为果链的龙头厂商,工业富联长期与 苹果保持稳定的业务合作。据长江商报报道,工业富联甚至是苹果AI服务器的独家代工企业。 其二,甲骨文助力。 甲骨文最新财报显示,2025财年营收573.99亿美元,同比增长8%;净利润124.5亿美元,同比增长 10.2%。这一增长主要得益于软件与云业务板块的显著提升。该业务年营收达492.3亿美元,同比增长 10.72%,而其发展需大量采购服务器、高速交换机等硬件设备,与工业富联的产品线高度重合。更值 得关注的是,甲骨文与OpenAI签署了一项为期五年、总 ...
工业富联股价又创新高,今日涨3.65%
Zheng Quan Shi Bao Wang· 2025-09-23 02:35
公司发布的半年报数据显示,上半年公司共实现营业收入3607.60亿元,同比增长35.58%,实现净利润 121.13亿元,同比增长38.61%,基本每股收益为0.6100元,加权平均净资产收益率7.64%。(数据宝) 注:本文系新闻报道,不构成投资建议,股市有风险,投资需谨慎。 工业富联股价再创历史新高,该股近期呈不断突破新高之势,近一个月累计有10个交易日股价刷新历史 纪录。截至09:38,该股目前上涨3.65%,股价报73.07元,成交4583.38万股,成交金额33.69亿元,换手 率0.23%,该股最新A股总市值达14510.37亿元,该股A股流通市值14510.37亿元。 证券时报·数据宝统计显示,工业富联所属的电子行业,目前整体涨幅为0.83%,行业内,目前股价上涨 的有152只,涨幅居前的有长川科技、聚辰股份、华峰测控等,涨幅分别为20.00%、17.05%、12.56%。 股价下跌的有329只,跌幅居前的有智新电子、泓禧科技、西陇科学等,跌幅分别为8.21%、6.31%、 5.71%。 两融数据显示,该股最新(9月22日)两融余额为70.40亿元,其中,融资余额为70.08亿元,近10日增加 ...
创业板涨超1%,立讯精密大涨,工业富联创新高,恒科指跌近1%,百度跌超4%,国债、商品齐跌
Sou Hu Cai Jing· 2025-09-23 02:07
Market Overview - A-shares experienced fluctuations with the ChiNext index rising over 1%, driven by active performance in the fruit chain and AI hardware sectors, particularly with Luxshare Precision hitting the daily limit up [1][10] - The Hang Seng Index and Hang Seng Tech Index both declined, with Baidu dropping over 4% [1][2] - Gold stocks showed strength, while tourism and retail sectors faced declines [1][6] A-share Performance - As of the latest update, the Shanghai Composite Index fell by 0.19% to 3821.28, while the Shenzhen Component rose by 0.47% to 13219.29, and the ChiNext Index increased by 1.31% to 3148.54 [1][11] - Notable stocks included Luxshare Precision, which saw a significant increase, and other consumer electronics stocks like Hongfu and Industrial Fulian also performed well [10][12] Hong Kong Market Performance - The Hang Seng Index was down 0.34% at 26255.23, and the Hang Seng Tech Index fell by 0.73% to 6212.05 [2][3] - Key declines were observed in tech stocks, with notable drops in Baidu and NIO [13][14] Bond Market - The bond market saw a general decline, with 30-year treasury futures dropping by 0.43%, 10-year futures down by 0.19%, and 5-year futures decreasing by 0.12% [4][9] - The overall trend indicates a bearish sentiment in the bond market [8] Commodity Market - Domestic commodity futures experienced widespread declines, with polysilicon and shipping indices dropping over 2%, while only a few commodities like gold and silver saw increases [1][16] - Specific commodities such as soybean meal and glass also reported significant drops [5][17] Gold and Precious Metals - The precious metals sector continued to rise, with companies like Xiaocheng Technology and Shandong Gold seeing increases of over 5% [6][7] - Gold stocks followed the upward trend, reflecting the overall strength in the gold market [6][14] Tourism Sector - The tourism sector faced significant declines, with Yunnan Tourism hitting the daily limit down and other companies like Qujiang Cultural Tourism and Guilin Tourism also experiencing substantial drops [7][8] - The overall sentiment in the tourism industry appears negative, impacting stock performance [7]
A股早评:创业板指涨1.02%,黄金、CPO概念股活跃!剑桥科技、中际旭创涨7%,立讯精密、2连板,工业富联涨6%
Ge Long Hui· 2025-09-23 02:05
【免责声明】本文仅代表作者本人观点,与和讯网无关。和讯网站对文中陈述、观点判断保持中立,不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考,并请自行承担全部责任。邮箱: news_center@staff.hexun.com (责任编辑:宋政 HN002) 格隆汇9月23日|A股开盘,三大指数集体高开,沪指高开0.04%,深证成指高开0.68%,创业板指高开 1.02%。盘面上,现货黄金首破3750美元/盎司再创新高,西部黄金(601069)、湖南白银涨超2%;CPO概 念高开,剑桥科技、中际旭创(300308)涨近7%,光模块产业链多家上市公司计划扩产;消费电子概念继 续活跃,立讯精密(002475)、盈趣科技(002925)走出2连板,工业富联(601138)涨约6%;旅游及酒店板块 低开,云南旅游(002059)跌停,桂林旅游(000978)跌超7%。(格隆汇) ...
苹果正加紧提高iPhone17的产量,消费电子ETF(561600)涨超0.7%
Xin Lang Cai Jing· 2025-09-23 02:04
Group 1 - Apple is ramping up production of the standard iPhone 17, with long queues observed at Shenzhen stores on the first day of release, and delivery times for the entire iPhone 17 series are currently 3-4 weeks [1] - The consumer electronics sector is expected to benefit from the low price point of products, making it a potential early adopter of AI applications, with specific adoption targets set for 70% by 2027 and 90% by 2030 [1] - The domestic consumer electronics supply chain is well-established, making it a preferred partner for the development of various new consumer electronics products, with multiple AI glasses expected to be released within the year [1] Group 2 - As of September 23, 2025, the CSI Consumer Electronics Theme Index (931494) has risen by 1.26%, with notable increases in stocks such as Luxshare Precision (6.60%), Industrial Fulian (4.62%), and Xinwangda (4.19%) [1] - The CSI Consumer Electronics Theme Index includes 50 listed companies involved in component production and brand design, with the top ten stocks accounting for 54.8% of the index [2] - The top ten weighted stocks in the CSI Consumer Electronics Theme Index include Cambricon (688256), Luxshare Precision (002475), and SMIC (688981), among others, with Luxshare Precision having a weight of 8.06% [4]
工业富联股价涨5.06%,浙商证券资管旗下1只基金重仓,持有5.86万股浮盈赚取20.92万元
Xin Lang Cai Jing· 2025-09-23 01:55
浙商汇金转型成长(000935)成立日期2014年12月30日,最新规模3898.75万。今年以来收益40.18%, 同类排名1799/8172;近一年收益67.51%,同类排名1875/7995;成立以来收益35.4%。 浙商汇金转型成长(000935)基金经理为马斌博。 截至发稿,马斌博累计任职时间7年273天,现任基金资产总规模3897.17万元,任职期间最佳基金回报 78.16%, 任职期间最差基金回报-43.63%。 9月23日,工业富联涨5.06%,截至发稿,报74.07元/股,成交36.53亿元,换手率0.25%,总市值 14708.96亿元。工业富联股价已经连续4天上涨,区间累计涨幅18.03%。 资料显示,富士康工业互联网股份有限公司位于广东省深圳市龙华区龙华街道东环二路二号富士康科技 园C1栋二层,成立日期2015年3月6日,上市日期2018年6月8日,公司主营业务涉及各类电子设备产品 的设计、研发、制造与销售业务,依托于工业互联网为全球知名客户提供智能制造和科技服务解决方 案。主营业务收入构成为:3C电子产品99.85%,其他(补充)0.15%。 从基金十大重仓股角度 数据显示,浙商证券 ...