9月25日，海光信息涨5.11%，截至发稿，报273.16元/股，成交65.89亿元，换手率1.05%，总市值 6349.16亿元。 资料显示，海光信息技术股份有限公司位于北京市海淀区东北旺西路8号中关村软件园27号楼C座4-5 层，成立日期2014年10月24日，上市日期2022年8月12日，公司主营业务涉及研发、设计和销售应用于 服务器、工作站等计算、存储设备中的高端处理器。主营业务收入构成为：高端处理器99.73%，其他 (补充)0.27%。 从基金十大重仓股角度 数据显示，浙商证券资管旗下1只基金重仓海光信息。浙商汇金转型成长（000935）二季度减持2831 股，持有股数8400股，占基金净值比例为3.04%，位居第十大重仓股。根据测算，今日浮盈赚取约11.15 万元。 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41.07%， 同类排名1887/8173；近一年收益63.79%，同类排名1917/8003；成立以来收益36.26%。 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275天，现任基金资产总 ...

浙商鼎盈事件驱动混合(LOF)（169201）成立日期2016年12月7日，最新规模983.6万。今年以来收益 25.44%，同类排名3804/8173；近一年收益46.56%，同类排名3288/8003；成立以来收益75.53%。 浙商鼎盈事件驱动混合(LOF)（169201）基金经理为张雷。 截至发稿，张雷累计任职时间196天，现任基金资产总规模983.57万元，任职期间最佳基金回报 17.28%， 任职期间最差基金回报17.28%。 9月25日，鼎捷数智涨5.05%，截至发稿，报52.65元/股，成交5.25亿元，换手率3.77%，总市值142.89亿 元。 资料显示，鼎捷数智股份有限公司位于上海市静安区江场路1377弄绿地中央广场1号楼22层，成立日期 2001年12月26日，上市日期2014年1月27日，公司主营业务涉及制造业、流通业及小微企业提供数字化 转型、智能制造与工业互联网解决方案。主营业务收入构成为：数智技术服务47.89%，自研数智软件 产品28.11%，数智一体化软硬件解决方案23.99%。 从基金十大重仓股角度 数据显示，浙商证券资管旗下1只基金重仓鼎捷数智。浙商鼎盈事件驱动混合(L ...

Group 1 - The core viewpoint of the news is that Zhendemedical has seen a stock price increase of 5.44%, reaching 43.26 CNY per share, with a total market capitalization of 11.527 billion CNY [1] - Zhendemedical, established on August 18, 1994, specializes in the production, research, and sales of medical dressings, with its main business revenue composition being: surgical infection control 43.04%, basic care 20.46%, ostomy and modern wound care 18.59%, pressure treatment and fixation 10.75%, infection control protection 6.58%, and others 0.58% [1] Group 2 - Zhendemedical is a significant holding in the fund ZheShang Huijin Quantitative Selected Stocks A (011824), which held 44,300 shares in the second quarter, unchanged from the previous period, representing 0.74% of the fund's net value [2] - The fund has achieved a year-to-date return of 27.35% and a one-year return of 60.07%, ranking 2008 out of 4220 and 1427 out of 3820 in its category, respectively [2] Group 3 - The fund manager of ZheShang Huijin Quantitative Selected Stocks A is Chen Gujun, who has been in the position for 5 years and 250 days, with the fund's total asset size at 204 million CNY [3] - During Chen Gujun's tenure, the best fund return was 35.77%, while the worst was -7.57% [3]

Group 1 - Zhejiang Securities has raised the upper limit of its financing business scale from 40 billion to 50 billion yuan, reflecting increased confidence in margin trading demand in the market [1] - The A-share margin trading balance has exceeded 2.4 trillion yuan, indicating active market trading and supporting overall market liquidity [1] - Other securities firms may follow suit in adjusting their financing business scales, potentially leading to an expansion opportunity in the securities industry [1] Group 2 - Hongta Securities' major shareholder, Yunnan Investment Holding Group, has terminated its plan to transfer 17.33% of its shares, indicating a cautious approach to equity structure among state-owned capital [2] - This decision is expected to maintain the stability of the company's equity and support the continuity of management strategies [2] - The current financial regulatory environment suggests that state-owned financial institutions may be more cautious regarding equity changes, leading to a reassessment of market expectations for financial state-owned enterprise reforms [2] Group 3 - Several public funds have participated in a new share issuance of an innovative drug company, highlighting institutional recognition of the long-term value in the innovative drug sector [3] - Notable fund managers have made significant investments, which may boost market confidence in related companies and attract more capital [3] - This trend could lead to a valuation recovery in the innovative drug sector and enhance investor enthusiasm for allocating resources in the pharmaceutical innovation field [3] Group 4 - Multiple fund companies have significantly reduced the subscription limits for QDII products, reflecting strong overseas investment demand but tight quotas [4][5] - This move will directly impact the scale expansion of related products and may constrain QDII products tracking US and European markets [5] - The overseas asset allocation sector may face liquidity challenges in the short term, prompting funds to shift towards alternative investment options [5]

Group 1 - Zhejiang Securities has increased its financing business scale from 40 billion to 50 billion yuan to promote credit business development and manage financing business scale [1][4] - The company reported a financing margin balance of 23.785 billion yuan as of the end of the first half of 2025, a slight decrease of 0.48 million yuan or 0.20% compared to the end of 2024, which is slightly below the market average [4][6] - The average maintenance guarantee ratio for clients with liabilities in financing and margin trading at Zhejiang Securities is 280.87%, indicating that the overall risk of the financing and margin trading business is controllable [4] Group 2 - The total balance of margin financing in the A-share market has reached 24,167.88 billion yuan as of September 23, 2025, with a financing balance of 24,000.41 billion yuan and a securities lending balance of 167.47 billion yuan [6][7] - The A-share market's trading activity has significantly increased, with a total transaction amount of 162.66 trillion yuan in the first half of 2025, a year-on-year increase of 61.14% [6] - Several securities firms, including Huayin Securities and Industrial Securities, have raised their credit business scale limits this year, reflecting a strong emphasis on margin financing and credit business [5][6]

Group 1 - Zhejiang Securities announced an increase in its financing business scale from 40 billion to 50 billion yuan to promote credit business development and manage financing business scale [2][5][6] - The company reported a financing margin balance of 23.785 billion yuan as of mid-2025, a slight decrease of 0.48 million yuan or 0.20% compared to the end of 2024, which is slightly below the market average [5][6] - The market share of Zhejiang Securities in the financing margin business increased to 1.29% [6] Group 2 - The A-share market's margin trading balance has been rising, with a total balance of 24,167.88 billion yuan as of September 23, 2025, including a financing balance of 24,000.41 billion yuan [7] - Several securities firms, including Huayin Securities and Industrial Securities, have also raised their credit business scale limits, indicating a strong focus on margin trading and credit business [6][7] - The total transaction volume in the A-share market reached 162.66 trillion yuan in the first half of 2025, a year-on-year increase of 61.14% [7]

Group 1 - Zhejiang Securities has increased its financing business scale from 40 billion to 50 billion yuan to promote credit business development and manage financing business scale [3][5] - As of the end of the first half of 2025, Zhejiang Securities reported a margin trading and securities lending balance of 23.785 billion yuan, a slight decrease of 0.20% compared to the end of 2024, with a market share of 1.29% [5][6] - Other securities firms, such as Huayin Securities and Industrial Securities, have also raised their credit business scale limits, indicating a broader trend in the industry [6][7] Group 2 - The total margin trading and securities lending balance in the A-share market has reached 24.167 billion yuan as of September 23, 2025, with a year-on-year growth of 24.95% [7][8] - The A-share market's trading activity has significantly increased, with a total transaction amount of 162.66 trillion yuan in the first half of 2025, reflecting a year-on-year growth of 61.14% [7] - Securities firms are focusing on expanding their margin trading customer base and market share through optimized mechanisms and differentiated marketing strategies [9]

【 导读 】浙商证券将融资类业务规模提高至500亿元 中国基金报记者 孙越 9月24日，浙商证券发布公告称，为促进信用业务发展及做好融资类业务规模管控， 董事会同意调增融资类业务规模指标，由400亿元提 高至500亿元。 两融余额突破2.4万亿元 今年以来，A股市场两融余额不断攀升。在此背景下，多家券商上调公司信用业务规模上限，以释放更多资金额度，在两融业务布局方面展 现出积极姿态。 浙商证券提升融资类业务规模 9月24日晚间，浙商证券公告，经公司第四届董事会第三十次会议审议通过的《2025年浙商证券风险偏好、风险容忍度及重大风险限额指 标》议案中，设定融资类业务规模指标限额为≤400亿元。为促进信用业务发展及做好融资类业务规模管控，董事会同意调增融资类业务规 模，将融资类业务规模由400亿元提高至500亿元。 浙商证券在2025年半年报中披露，公司持续加强信用业务人才队伍建设，拓展融资融券客户来源渠道；深化存量客户精细化运营，提升客 户活跃度。截至上半年末，公司融资融券余额为237.85亿元，较2024年末减少0.48亿元，下降幅度为0.20%，略低于市场平均水平，公 司融资融券业务规模市场份额提升至1.2 ...

浙商证券9月24日晚间公告，董事会会议审议通过《关于申请调增融资类业务规模指标风险限额的议 案》。为促进信用业务发展及做好融资类业务规模管控，董事会同意调增融资类业务规模，将融资类业 务规模由400亿元提高至500亿元。 ...

Group 1 - Zhejiang Securities announced the convening of its 35th board meeting on September 23, 2025, via remote voting to review the executive compensation plan for 2024 [1] - For the first half of 2025, the revenue composition of Zhejiang Securities was as follows: futures business accounted for 44.83%, securities brokerage business for 34.81%, investment business for 15.1%, investment banking business for 4.44%, and asset management business for 3.28% [1] - As of the report date, the market capitalization of Zhejiang Securities was 52 billion yuan [1] Group 2 - On the anniversary of September 24, the total market capitalization of A-shares exceeded 116 trillion yuan, indicating significant changes in the Chinese capital market [1]