云计算ETF沪港深（517390）紧密跟踪中证沪港深云计算产业指数（931470.CSI），同时布局港股的互 联网企业，A股算力企业和A股的计算机龙头。Wind数据显示，该指数前十大重仓股包括腾讯控股、中 际旭创、新易盛、中科曙光等。此外该ETF还配有场外联接基金（A类：019171/C类：019170）。 计算机ETF（159998）跟踪中证计算机主题指数（930651.CSI）。该指数以中证全指为样本空间，选取 涉及信息技术服务、应用软件、系统软件、电脑硬件等业务的上市公司股票作为成分股。计算机ETF （159998）配有场外联接基金（A类：001629/C类：001630）。 9月23日，云计算ETF沪港深（517390）开盘走强，截至发稿涨1.14%，成交额超1000万元。成分股中， 科华数据、东华软件涨超5%，中际旭创、新易盛等股跟涨。 资金流向上看，截至9月22日，云计算ETF沪港深（517390）近10个交易日中有8个交易日获资金净流 入，累计"吸金"超8400万元。 值得注意的是，云计算ETF沪港深（517390）年初至今份额变动率为467.65%，居同标的产品第一。 此外，计算机ETF（15 ...

Core Viewpoint - Zhongke Shuguang's stock has shown significant growth this year, with a year-to-date increase of 66.38% and a recent surge of 7.53% over the past five trading days [1] Company Overview - Zhongke Shuguang, established on March 7, 2006, and listed on November 6, 2014, is based in Haidian District, Beijing. The company specializes in high-performance computing, general servers, and storage products, along with software development, system integration, and technical services [1] - The company's revenue composition is as follows: IT equipment accounts for 88.79%, software development, system integration, and technical services make up 11.15%, while other sources contribute 0.06% [1] Financial Performance - For the first half of 2025, Zhongke Shuguang reported revenue of 5.85 billion yuan, reflecting a year-on-year growth of 2.41%. The net profit attributable to shareholders was 729 million yuan, marking a significant increase of 29.39% [2] - Since its A-share listing, Zhongke Shuguang has distributed a total of 1.922 billion yuan in dividends, with 1.083 billion yuan distributed over the past three years [3] Shareholder Information - As of June 30, 2025, Zhongke Shuguang had 358,900 shareholders, an increase of 2.99% from the previous period. The average number of tradable shares per shareholder decreased by 2.91% to 4,075 shares [2] - The top ten circulating shareholders include Hong Kong Central Clearing Limited as the second-largest shareholder with 44.2271 million shares, an increase of 18.7149 million shares from the previous period [3]

Group 1 - On September 22, 30 out of 31 primary industries in the Shenwan index received net financing inflows, with the electronics industry leading at a net inflow of 2.856 billion yuan [1] - Other industries with significant net financing inflows included computer, communication, machinery equipment, home appliances, public utilities, and chemicals, each exceeding 800 million yuan [1] Group 2 - A total of 2,053 individual stocks received net financing inflows on September 22, with 140 stocks having inflows exceeding 50 million yuan [1] - Among these, 15 stocks had net financing inflows over 200 million yuan, with Zhongke Shuguang leading at 1.305 billion yuan [1] - Other notable stocks with high net financing inflows included Zhongji Xuchuang, Haiguang Information, Sanhua Intelligent Control, Huagong Technology, Midea Group, China Duty Free Group, Changjiang Electric Power, and Zhangjiang Hi-Tech [1]

Wind数据显示，A股9月22日共有3714只个股获融资资金买入，有486股买入金额超亿元。其中，中芯国 际、中科曙光、中际旭创融资买入金额排名前三，分别获买入39.44亿元、35.48亿元、34.17亿元。 从融资净买入金额来看，有48只个股获融资净买入超亿元。其中，中科曙光、中际旭创、海光信息融资 净买入金额排名前三，分别获净买入13.05亿元、9.34亿元、6.06亿元。 从融资买入额占当日总成交金额比重来看，有6只个股融资买入额占比超30%。其中宁波色母、中国动 力、众鑫股份融资买入额占成交额比重排名前三，分别为46.67%、38.58%、38.44%。 ...

Market Overview - A-shares experienced a volatile upward trend on September 22, with all three major indices rising, led by technology stocks, particularly the Sci-Tech 50 Index which increased by over 3% [1][2] - The total market capitalization of A-shares reached 114.20 trillion yuan, with a rolling P/E ratio of 22.16 times for the entire A-share market and 13.97 times for the CSI 300 Index [5] Sector Performance - The electronic sector led the gains, with significant increases in stocks such as Hongfu Huan, Changying Precision, and Zhongke Lanyun, all hitting the 20% limit up [2][3] - The computer sector also saw strong performance, with stocks like Chuling Information and Zhongke Shuguang reaching the limit up [2][3] - Among the 31 sectors, electronics, non-bank financials, and power equipment saw the highest net inflows of financing, while sectors like non-ferrous metals and defense experienced net outflows [3][4] Trading Volume and Financing - The trading volume on September 22 was 2.14 trillion yuan, a decrease of 207 billion yuan from the previous trading day, but it marked the 29th consecutive trading day with volumes exceeding 2 trillion yuan [2][3] - The financing balance in the A-share market increased by over 46 billion yuan last week, with a total financing balance reported at 23,816.10 billion yuan as of September 19 [3][4] Capital Flow - On September 22, the net outflow of main funds from the Shanghai and Shenzhen markets was approximately 149.51 billion yuan, with 2,123 stocks experiencing net inflows and 3,021 stocks seeing net outflows [4] - The electronic, banking, and non-bank financial sectors had the highest net inflows, while sectors like power equipment and media saw significant outflows [4] Market Outlook - Analysts suggest that the current upward trend in the A-share market is likely to continue, driven by improving overseas liquidity and a strengthening domestic economic outlook [5][6] - There is a focus on sectors such as solid-state batteries, AI computing, humanoid robots, and commercial aerospace for potential investment opportunities [5][6]

中科曙光9月22日大宗交易平台出现一笔成交，成交量133.24万股，成交金额1.35亿元，大宗交易成交价 为101.49元，相对今日收盘价折价13.63%。该笔交易的买方营业部为中信证券股份有限公司西安未央路 证券营业部，卖方营业部为中信建投证券股份有限公司榆林肤施路证券营业部。 进一步统计，近3个月内该股累计发生4笔大宗交易，合计成交金额为1.59亿元。 | 成交量 | 成交金额 | 成交价 | 相对当日收盘 | | | | --- | --- | --- | --- | --- | --- | | （万 | （万元） | 格 | 折溢价（%） | 买方营业部 | 卖方营业部 | | 股） | | （元） | | | | | 133.24 | 13522.82 | 101.49 | -13.63 | 中信证券股份有限公司 | 中信建投证券股份有限公司 | | | | | | 西安未央路证券营业部 | 榆林肤施路证券营业部 | 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。 （文章来源：证券时报网） 证券时报·数据宝统计显示，中科曙光今日收盘价为117.51元，上涨10.00%，日换手率为8.2 ...

Market Overview - The Shanghai Composite Index rose by 0.22%, while the Shenzhen Component Index, ChiNext Index, and Sci-Tech Innovation 50 Index also experienced varying degrees of increase, with the Sci-Tech Innovation 50 Index rising by 3.38% [1] - A total of 65 stocks hit the daily limit up, an increase of 15 from the previous day, while 8 stocks hit the limit down, a decrease of 13 [2] Sector Characteristics - The most stocks hitting the daily limit up were from the automotive parts, consumer electronics, and specialized equipment sectors [3] - The automotive parts sector saw 7 stocks limit up, driven by consumer stimulus policies and unexpected export growth [4] - The consumer electronics sector had 6 stocks limit up, benefiting from new product launches and demand recovery [4] - The specialized equipment sector had 5 stocks limit up, supported by policy backing and rising order demand [4] Concept Characteristics - The most stocks hitting the daily limit up were in the robotics, domestic chip, and computing power concepts [5] - The robotics concept had 14 stocks limit up, driven by policy support and industry upgrades [5] - The domestic chip concept had 8 stocks limit up, accelerated by domestic substitution and strong policy support [5] - The computing power concept had 6 stocks limit up, supported by policy backing and increasing data demand [5] Notable Stocks - Among the limit-up stocks, 9 reached historical highs, indicating strong market interest and clear upward trends [6] - The top 5 stocks with the highest net inflow of main funds included Zhongke Shuguang, Yingweike, and Lixun Precision [8] - The top 5 stocks with the highest proportion of net inflow relative to market value included Zhongdian Xindong, Wanrun Technology, and Zhejiang University Network [9] Continuous Limit-Up Stocks - There were 54 first-time limit-up stocks today, with 6 stocks achieving a second consecutive limit up, and 5 stocks achieving three or more consecutive limit ups [11] - The top 5 stocks with the highest consecutive limit-up counts included Hangdian Co., Yunnan Tourism, and Hongdou Co. [11]

Market Overview - The Shanghai Composite Index rose by 0.22%, while the Shenzhen Component Index, ChiNext Index, and STAR Market 50 Index also experienced varying degrees of increase, with the STAR Market 50 Index rising by 3.38% [1] - The number of stocks hitting the daily limit increased, with a focus on the AI industry chain, particularly in the fields of robotics, domestic chips, and computing power [1][2] - The median change in individual stock prices was -0.39%, indicating more stocks declined than rose [1] Industry Highlights - The automotive parts, consumer electronics, and specialized equipment sectors had the highest number of limit-up stocks today, driven by consumer stimulus policies and unexpected export growth [5][6] - The AI industry chain received positive news, including local tech giants like Alibaba and Baidu entering chip development, and optimistic outlooks from companies like SMIC and Hua Hong Semiconductor regarding future orders and industry conditions [2][3] Conceptual Focus - The most prominent concepts among limit-up stocks included robotics (14 stocks), domestic chips (8 stocks), and computing power (6 stocks), reflecting strong market interest in these areas [7] - The leading stocks in the robotics sector included Wanma Co., Yunnan Tourism, and Baiao Intelligent, while domestic chip stocks included Donghua Software and Chuling Information [7][8] Stock Performance - Nine stocks reached historical highs today, indicating strong market sentiment and a clear upward trend, including Heertai, Changying Precision, and Tianpu Co. [8] - The top five stocks by net inflow of main funds included Zhongke Shuguang, Yingweike, and Lixun Precision, highlighting significant investor interest [10] Limit-Up Stock Details - The stocks with the highest limit-up performance included Zhongke Shuguang with a closing price of 117.51 yuan and a net inflow of 21.37 billion yuan, followed by Yingweike and Lixun Precision [10][12] - The number of stocks with consecutive limit-ups included 54 first-time limit-up stocks, 6 with two consecutive limit-ups, and 5 with three or more [12][13]

Summary of Key Points Core Viewpoint - The trading volume of the Shanghai and Shenzhen Stock Connect reached a total of 270.88 billion, with significant activity in the electronic sector and notable movements in ETF transactions and futures positions [1][2][3]. Trading Volume - The total trading amount for the Shanghai Stock Connect was 129.46 billion, while the Shenzhen Stock Connect totaled 141.42 billion [1][2]. Top Stocks by Trading Volume - In the Shanghai Stock Connect, the top traded stocks included: - Industrial Fulian: 38.09 billion - Haiyuan Information: 35.80 billion - Huaiwu Technology: 26.48 billion - In the Shenzhen Stock Connect, the top traded stocks included: - Zhongji Xuchuang: 26.98 billion - Ningde Times: 26.33 billion - Zhihong Technology: 21.69 billion [2]. Sector Performance - The electronic sector saw the highest net inflow of funds, followed by the semiconductor and computer sectors, while sectors like film and tourism experienced declines [3][4]. ETF Trading Activity - The Consumption Electronics ETF (159732) saw a remarkable increase in trading volume, with a 167% rise compared to the previous trading day [8][9]. - The top ETFs by trading volume included: - Hong Kong Securities ETF: 9.81 billion - Hang Seng Technology ETF: 7.28 billion [8]. Futures Positions - In the futures market, the IC contract saw a greater reduction in short positions compared to long positions, indicating a shift in market sentiment [12]. Institutional Activity - Institutional trading was notably active, with significant purchases in stocks like Yingweike and Jucheng Shares, while Lixun Precision faced substantial selling pressure from institutions [14][15].

Group 1: Market Overview - A total of 36 stocks had closing orders exceeding 1 billion yuan today [2] - The stock with the highest closing order was Shanzi Gaoke, with 1,017,200 hands [2] - The top five stocks by closing order amount were Lixun Precision (2.69 billion yuan), Heertai (961 million yuan), Shanzi Gaoke (433 million yuan), Donghua Software (331 million yuan), and Changying Precision (308 million yuan) [2] Group 2: Apple Concept Stocks - Notable stocks in the Apple concept sector included Changying Precision, Hongfuhan, Keri Technology, Guoguang Electric, and Pengding Holdings [3] - Changying Precision has extensive cooperation with Apple in various fields, particularly in metal casings for Mac, straps for Apple Watch, and components for Apple Vision Pro [3] - Hongfuhan primarily provides functional structural components for Apple products, with an expected increase in orders due to the upcoming foldable screen phones [3] Group 3: Storage Chip Stocks - Key stocks in the storage chip sector included Wanrun Technology and Demingli [4] - Wanrun Technology focuses on the design, research, and sales of semiconductor storage devices, including SSDs and embedded storage [4] - Demingli specializes in flash memory controller design and storage module solutions, serving various sectors including data centers and consumer electronics [4] Group 4: Liquid Cooling Server Stocks - Prominent stocks in the liquid cooling server sector included Haiou Shares, Zhongke Shuguang, and Yingweike [5] - Zhongke Shuguang has developed immersion liquid cooling computers for applications in AI, big data, and cloud computing, achieving a PUE value as low as 1.04 [5] - Yingweike aims to leverage its technological advantages in both air and liquid cooling to expand its client base in data centers and computing equipment [5] Group 5: Net Buying Activity - Nine stocks on the Dragon and Tiger list had net purchases exceeding 1 billion yuan, with Yingweike leading at 805 million yuan [6] - Other notable net buying amounts included Chip Origin (523 million yuan), Shanzi Gaoke (363 million yuan), and Jucheng Shares (314 million yuan) [6] - Among stocks with institutional participation, Jucheng Shares and Chip Origin had the highest net buying amounts at 359 million yuan and 273 million yuan, respectively [6]