截至发稿，国盛金控、华泰证券涨停。 9月29日，券商股涨势不俗，证券相关ETF也涨超3%。 截至早盘收市，国盛金控涨停，华泰证券、广发证券涨幅超5%，东吴证券、中信证券、信达证券、东 方证券、长江证券等涨幅超3%。午后，券商股继续拉升，截至发稿，华泰证券涨停，广发证券涨幅超 8%。 证券相关ETF也表现不俗，其中，证券ETF（159841）走强，截至早盘收市上涨超3%。 消息面上，中国人民银行货币政策委员会2025年第三季度例会于9月23日召开。会议指出，用好证券、 基金、保险公司互换便利和股票回购增持再贷款，探索常态化的制度安排，维护资本市场稳定。 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 山西证券发布研报称，近期日均成交额、两融规模持续增长，股权融资显著回暖，券商基本面持续向 好。随着资本市场改革的进一步深化，部分券商有望通过外延式和内涵式发展，探索海外业务增量，利 用差异化竞争优势，实现业绩的稳步增长，建议关注板块投资机遇。 从券商业绩来看，近日，中国证券业协会对证券公司2025年上半年度经营数据进行了统计，150家证券 公司2025年上半年度实现营业收入2510.36亿 ...

责任编辑：栎树 A股市场券商股走强，其中，华泰证券、国盛金控涨停，广发证券逼近涨停，东方证券、东吴证券涨超 6%，中信证券、国信证券涨超5%，信达证券、湘财股份、长江证券、国泰海通、国联民生涨超4%。 | 代码 | | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 601688 | 华泰证券 | 1 | 10.01 | 1965亿 | 25.90 | | 002670 | 国盛金控 | 1 | 9.99 | 428亿 | 69.06 | | 000776 | 广发证券 | | 9.25 | 1733亿 | 43.89 | | 600958 | 东方证券 | 演 | 6.62 | 971亿 | 9.35 | | 601555 | 东吴证券 | | 6.57 | 492 7 | 30.68 | | 600030 | 中信证券 | 1 | 5.85 | 4505亿 | 5.13 | | 002736 | 国信证券 | | 5.33 | 1437亿 | 29.24 | | 601059 | 信达证券 | 1 | 4.95 | 625 ...

Core Viewpoint - The A-share market has seen a strong performance in brokerage stocks, with several companies reaching their daily price limits and significant year-to-date gains reported [1] Group 1: Stock Performance - Huatai Securities (601688) increased by 10.01%, with a total market capitalization of 196.5 billion and a year-to-date gain of 25.90% [2] - Guosheng Financial Holdings (002670) rose by 9.99%, with a market cap of 42.8 billion and a year-to-date increase of 69.06% [2] - GF Securities (000776) saw a rise of 9.25%, with a market cap of 173.3 billion and a year-to-date gain of 43.89% [2] - Dongfang Securities (600958) increased by 6.62%, with a market cap of 97.1 billion and a year-to-date gain of 9.35% [2] - Dongwu Securities (601555) rose by 6.57%, with a market cap of 49.2 billion and a year-to-date increase of 30.68% [2] - CITIC Securities (600030) increased by 5.85%, with a market cap of 450.5 billion and a year-to-date gain of 5.13% [2] - Guoxin Securities (002736) rose by 5.33%, with a market cap of 143.7 billion and a year-to-date increase of 29.24% [2] - Xinda Securities (601059) increased by 4.95%, with a market cap of 62.5 billion and a year-to-date gain of 28.92% [2] - Xiangcai Securities (600095) rose by 4.81%, with a market cap of 38 billion and a year-to-date increase of 84.58% [2] - Changjiang Securities (000783) increased by 4.77%, with a market cap of 46.2 billion and a year-to-date gain of 25.20% [2] - Guotai Junan Securities (601211) rose by 4.12%, with a market cap of 343.4 billion and a year-to-date gain of 5.90% [2] - Guolian Securities (601456) increased by 4.09%, with a market cap of 63.7 billion but a year-to-date decline of 16.64% [2]

每经AI快讯，9月29日，券商股盘中持续走强，华泰证券拉升触及涨停，国盛金控此前封板，广发证 券、东方证券、东吴证券、中信证券、信达证券、东方财富、湘财股份、长江证券等纷纷冲高。 （文章来源：每日经济新闻） ...

Market Overview - The new energy industry chain experienced a significant surge, with the Shanghai Composite Index rising by 0.13% to 3832.9 points, the Shenzhen Component Index increasing by 1.11%, and the ChiNext Index climbing by 1.77% to above 3200 points [3][4] - The total trading volume in the Shanghai and Shenzhen markets reached 1.29 trillion yuan, with over 3000 stocks rising [3] Sector Performance - The new energy sector saw a collective explosion, particularly in green methanol and energy storage concepts, with stocks like Jiaze New Energy and Donghua Technology achieving consecutive gains [4] - The securities sector also performed well, with Guosheng Financial Holdings hitting the daily limit and other major securities firms like Huatai Securities and Dongwu Securities seeing significant increases [8][10] Key Stocks - Guosheng Financial Holdings surged by 9.99%, while Huatai Securities rose by 6.82% [10] - Leading electronic manufacturing company Lingyi Zhi Zao saw a sharp increase in stock price due to multiple favorable factors [13] Policy and Economic Outlook - The central bank emphasized the need for a moderately loose monetary policy to encourage financial institutions to increase credit supply, which is expected to positively impact the securities and brokerage sectors [11] - A report from Kaiyuan Securities indicated that the trading activity and margin financing scale in Q3 showed significant improvement, suggesting a potential increase in brokerage firms' Q3 earnings [11] Emerging Technologies - Alibaba announced a partnership with NVIDIA to invest 380 billion yuan in AI infrastructure, which is expected to drive growth in related sectors [15] - Lingyi Zhi Zao is actively involved in the humanoid robot market, providing comprehensive production solutions for core components [16]

| 代码 | 名称 | 5分钟涨跌幅 | 涨跌幅 √ | | --- | --- | --- | --- | | 886011 贵金属指数 | | -0.04% | 3.02% | | 886054 | | -0.20% | 2.92% | | 886006 精细化工指数 | | -0.08% | 2.80% | | 886068 工程机械指数 | | -0.07% | 2.37% | | 886017 电工电网指数 | | -0.22% | 2.34% | | 886032 汽车零部件指数 | | 0.14% | 1.94% | | 886010 基本金属指数 | | -0.02% | 1.84% | 下跌方面，教育股集体大跌，中国高科、凯文教育双双触及跌停。煤炭、银行等传统防御行 业也逆市下跌。 | 代码 名称 | 5分钟涨跌幅 | 涨跌幅 ▲ | | --- | --- | --- | | 886040 教育指数 | 0.08% | -2.51% | | 886003 煤炭指数 | 0.00% | -1.71% | | 886034 摩托车指数 | -0.06% | -1.23% | | 886046 ...

每经AI快讯，9月29日，券商板块震荡走强，国盛金控涨超7%，信达证券、广发证券、东吴证券等个股 跟涨。 （文章来源：每日经济新闻） ...

9月29日，东吴证券盘中上涨2.05%，截至10:18，报9.48元/股，成交1.95亿元，换手率0.42%，总市值 471.03亿元。 资金流向方面，主力资金净流入3559.06万元，特大单买入3169.48万元，占比16.28%，卖出475.87万 元，占比2.44%；大单买入5811.09万元，占比29.85%，卖出4945.64万元，占比25.41%。 东吴证券今年以来股价涨25.35%，近5个交易日涨0.74%，近20日跌4.24%，近60日涨6.52%。 资料显示，东吴证券股份有限公司位于江苏省苏州工业园区星阳街5号，成立日期1993年4月10日，上市 日期2011年12月12日，公司主营业务涉及经纪及财富管理业务、投资银行业务、投资与交易业务、资管 及基金管理业务、信用交易业务。主营业务收入构成为：投资交易业务62.24%，财富管理业务 26.67%，投资银行业务6.11%，资产管理业务3.37%，其他业务1.60%。 东吴证券所属申万行业为：非银金融-证券Ⅱ-证券Ⅲ。所属概念板块包括：参股基金、互联金融、期货 概念、中盘、融资融券等。 机构持仓方面，截止2025年6月30日，东吴证券十大流通股 ...

Core Points - The company has signed sales agreements with Changjiang Securities and Dongwu Securities to offer the Wanjia Zhisheng Quantitative Stock Selection Fund starting from October 13, 2025 [1] - The fund will be publicly offered from October 13 to October 24, 2025, allowing investors to open accounts and subscribe through the mentioned institutions [1] - After the fund is established, investors can also perform subscription, redemption, and regular investment operations [1] Company Information - Wanjia Fund Management Co., Ltd. is responsible for managing the new fund and has committed to managing and utilizing fund assets with integrity and diligence [1] - The fund's sales will be conducted through designated sales institutions, and specific fee rates will be announced by these institutions [1] Contact Information - Investors can contact Changjiang Securities at 95579 or 4008-888-999, and visit their website at www.95579.com [1] - Dongwu Securities can be reached at 95330, with their website being www.dwzq.com.cn [1] - Wanjia Fund Management can be contacted at 400-888-0800, with a fax number of 021-38909778 and their website at www.wjasset.com [1]

（责任编辑：郭健东 ） 东吴证券日前研报指出，当升科技固态锂电正极材料已实现10吨级批量出货，并导入多家固态电池 客户。同时，公司在富锂锰基材料方面已突破关键技术问题，开发出中高容量和超高容量产品。此外， 公司在固态电解质方面已成功开发出多种电解质体系，并实现规模化供应能力。三元构筑持续盈利基 石，铁锂后发优势逐步凸显。钴酸锂正极方面，25H1倍率型市占率超50%，我们预计25-27年出货 0.6/0.85/1万吨，同增100%/42%/18%，主供实达、亿纬、豪鹏、锂威、冠宇等。27年看，全固态NCM有 望实现千吨级出货，富锂锰基实现百吨级出货。公司开发液态LRM中高容量（220-250mAh/g），固态 LRM高容量（＞280mAh/g），综合性能行业领先。考虑公司盈利能力显著提升，上调2025-2027年盈利 预测，维持"买入"评级。 【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 ...