龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%上榜龙虎榜1次，买卖居前营业部 中，沪股通累计净卖出318.60万元，营业部席位合计净买入1.61亿元。 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。 公司发布的半年报数据显示，上半年公司共实现营业收入16.66亿元，同比增长14.18%，实现净利 润-1.27亿元，同比下降90.00%，基本每股收益为-0.1900元。（数据宝） 近日该股表现 立昂微盘中涨停，已连收3个涨停板，截至9:25，该股报36.34元，换手率0.40%，成交量267.83万股，成 交金额9732.83万元，涨停板封单金额为8.26亿元。连续涨停期间，该股累计上涨33.06%，累计换手率 为11.67%。最新A股总市值达243.97亿元。 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.09.24 | 9.99 | 4.32 | 2728.76 | | 2025.09.23 | 10.00 | 6.96 | 28935.01 | | 2025.09.22 | ...

每经AI快讯，9月25日，立昂微涨停走出3连板，3天累计涨幅达33.06%。 ...

Market Overview - The A-share market experienced a significant rise, with the Sci-Tech 50 Index surging over 5%, reaching a nearly four-year high [1] - The Shanghai Composite Index closed at 3853.64 points, up 0.83%, while the Shenzhen Component Index rose 1.8% to 13356.14 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 234.75 billion yuan [1] Semiconductor and Chip Sector - The semiconductor sector saw a strong performance, with the overall sector rising 4.6%, ranking first among industry sectors [2] - The storage chip concept also performed well, with a 4.18% increase, ranking fourth among industry concepts [2] - Notable individual stocks included ShenGong Co., Jiangfeng Electronics, and Xingfu Electronics, which hit the daily limit up [2] - The introduction of new lithography equipment by Shengmei Shanghai is expected to enhance semiconductor manufacturing capabilities [2] Memory Products Price Increase - Samsung has significantly raised prices for its DRAM and NAND flash products, with some products seeing price increases of up to 30% [3] - Other major players like SanDisk and Micron have also adjusted their pricing, indicating a trend of rising memory product prices [3] - The demand for enterprise-level SSDs is expected to increase, benefiting companies with strong pricing power in this segment [3] Solid-State Battery Sector - The solid-state battery concept saw a notable rise, with the sector increasing by 2.51% [4] - Key individual stocks in this sector included HaiMuxing and JiaoCheng Ultrasound, which experienced significant gains [4] - The Chinese government is promoting the development of high-safety battery storage systems, which is expected to drive advancements in solid-state battery technology [4][5] - Full solid-state batteries are anticipated to achieve partial mass production by 2027, with several automotive manufacturers planning to test these technologies [5][6] Brokerage and Financial Technology Sector - The brokerage and financial technology sectors showed positive movement, with stocks like Xiangcai Co. hitting the daily limit up [7] - The financial sector has seen adjustments recently, but the market remains active, with expectations for continued inflows of institutional and retail funds [7] - Analysts are optimistic about the profitability and valuation of the brokerage sector, anticipating further growth in Q3 earnings [7]

Core Viewpoint - The semiconductor industry is experiencing a significant rally, driven by strong market sentiment and positive industry developments, leading to substantial gains in related ETFs and stocks [1][2][4]. Group 1: Market Performance - On September 24, A-shares saw all major indices rise, with the Shanghai Composite Index up 0.83% and the Shenzhen Component Index up 1.8%, while the ChiNext Index reached a three-year high [2]. - Over 20 stocks in the semiconductor sector hit the daily limit up, including Chengbang Co., Zhangjiang Hi-Tech, and Tongfu Microelectronics [2]. - The trading volume for semiconductor-related ETFs surged, with the Guotai Fund's semiconductor ETF achieving a record daily trading volume of 1.987 billion yuan [3]. Group 2: Industry Catalysts - The semiconductor equipment sector's recent performance is attributed to a market shift towards more certain investment directions, supported by frequent industry benefits [1][6]. - Goldman Sachs raised the 12-month target price for SMIC's H-shares from 73.1 HKD to 83.5 HKD, citing a clearer long-term demand growth outlook for AI chips in China [4]. - Alibaba's CEO announced plans to invest 380 billion yuan in cloud computing and AI infrastructure over the next three years, indicating a significant increase in demand for AI-related semiconductor products [4][5]. Group 3: Investment Trends - The semiconductor industry is entering a second upward cycle, with increasing domestic production rates expected to enhance company performance [6]. - The recent rally in semiconductor stocks is partly due to a catch-up effect, as previous gains were concentrated in chip design companies, while equipment and materials sectors are now experiencing accelerated growth [5][6]. - Fund managers emphasize the importance of identifying high-quality companies that demonstrate sustained growth and technological breakthroughs in the semiconductor sector [6].

证券日报网讯 9月24日晚间，立昂微发布公告称，公司股票于2025年9月22日、9月23日、9月24日连续3 个交易日内收盘价格涨幅偏离值累计超过20%，属于股票交易异常波动情形。经公司自查，公司目前生 产经营正常，内部生产经营秩序正常。近期公司经营情况及内外部经营环境未发生重大变化，公司主营 业务未发生变化。 （编辑 姚尧） ...

杭州立昂微电子股份有限公司（以下简称"本公司"或"公司"）股票于2025年9月22日、 9月23日、9月24日连续3个交易日内收盘价格涨幅偏离值累计超过20%，根据《上海证券交易所 交易规则》的有关规定，属于股票交易异常波动情形。 二、公司关注并核实的相关情况 根据上海证券交易所相关规定，公司对相关事项进行核实，现说明如下： 证券代码：605358 证券简称：立昂微 公告编号：2025-043 债券代码：111010 债券简称：立昂转债 1.经公司自查，公司目前生产经营正常，内部生产经营秩序正常。近期公司经营情况及内 外部经营环境未发生重大变化，公司主营业务未发生变化。 2.经公司自查，公司未发现对公司股票交易价格可能产生重大影响的媒体报道或市场传闻。 除公司已披露信息外，不存在其他应披露而未披露的重大信息，公司前期披露的信息不存在需 要更正、补充之处。 杭州立昂微电子股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大遗漏， 并对其内容的真实性、准确性和完整性承担个别及连带责任。 一、股票交易异常波动的具体情况 杭州立昂微电子股份有限公司董事会 20 ...

格隆汇9月24日｜立昂微公告，经公司自查，公司目前生产经营正常，内部生产经营秩序正常。近期公 司经营情况及内外部经营环境未发生重大变化，公司主营业务未发生变化。经公司自查，公司未发现对 公司股票交易价格可能产生重大影响的媒体报道或市场传闻。除公司已披露信息外，不存在其他应披露 而未披露的重大信息，公司前期披露的信息不存在需要更正、补充之处。经公司核查，公司未发现其他 有可能对公司股价产生较大影响的重大事件。公司董事、监事、高级管理人员、控股股东及其一致行动 人在公司本次股票交易异常波动期间不存在买卖公司股票的情况。 ...

Core Viewpoint - Despite warnings from the Federal Reserve about high stock valuations, the Chinese technology sector, particularly semiconductor stocks, continues to perform well in the market [1][2]. Group 1: Semiconductor Sector Performance - The semiconductor sector is leading the market, with significant gains in stocks such as Changchuan Technology and Jiangfeng Electronics, which hit the daily limit up of 20%, and Huahai Qingshi and Nanda Optoelectronics rising over 12% [2]. - The semiconductor equipment ETF, E Fund (159558), reached a closing increase of 9.44%, with a nearly 31% rise over the past ten days, indicating strong investor interest [2]. - The overall semiconductor and components index has outperformed the broader market since September, showcasing a clear trend of leading stocks driving the entire sector [13][15]. Group 2: Positive Catalysts - Major technological advancements have been reported, including new developments in advanced packaging equipment and significant awards at industry exhibitions [4][6]. - Alibaba's CEO announced a substantial investment of 380 billion in AI infrastructure, which is expected to drive demand for AI chips, further benefiting the semiconductor sector [5][6]. - Domestic semiconductor companies are experiencing growth in orders and market share, particularly in key areas like AI GPUs and semiconductor equipment, with several new AI chips set to launch in the coming years [7]. Group 3: Financial Performance - The financial data from key semiconductor companies show robust growth, with companies like Zhongwei Company and Beifang Huachuang reporting significant revenue increases [17]. - The visibility of future earnings is strong, with many companies' orders extending into 2026 and beyond, providing a buffer against macroeconomic fluctuations [17]. Group 4: Valuation Dynamics - The current market valuation of domestic semiconductors has surpassed traditional cyclical industry frameworks, driven by high growth expectations, strategic importance, and improved earnings visibility [20][22]. - The semiconductor market in China is now driven by both market demand and supply chain security, making domestic semiconductor companies essential for many downstream enterprises [22]. - The favorable macroeconomic environment, including expectations of a shift to looser monetary policy by the Federal Reserve, is likely to enhance the valuation of long-duration assets like semiconductors [28]. Group 5: Investment Outlook - The recent performance of the domestic semiconductor sector is attributed to multiple factors, including policy support, technological breakthroughs, and favorable liquidity conditions [31]. - The investment value of domestic semiconductors is expected to deepen as the AI revolution progresses and China transitions from a manufacturing powerhouse to a technology leader [35].

| | 连板服务 9.24 3.24 3.24 3.24 3.24 3.0 3.24 3.0 3. | | | --- | --- | --- | | 股票名称 | 连板天数 | 所属概念 | | 华软科技 | 4 | 化工 | | *ST亚太 | 3 | 化工 | | 蓝丰生化 | 3 | 光伏 | | 向日葵 | 3 | 医药生物 | | 联美控股 | 3 | 氢能源 | | 南京港 | 2 | 港口航运 | | 长川科技 | 2 | 半島体 | | 大龙地产 | 2 | 房地产 | | 张江昌科 | 2 | 房地产 | | 宏盛股份 | 2 | 液冷服务器 | | 诚邦股份 | 2 | 建筑 | | 迎丰股份 | 2 | 机器人 | | 立昂微 | 2 | 半导体+机器人 | 半导体板块长川科技、立昂微2连板。一图速览今日连板股>> 9月24日，Wind数据显示，A股市场共计88只个股涨停。其中半导体板块长川科技、立昂微2连板。一图 速览今日连板股>> ...

Group 1 - A-shares experienced significant market activity on September 24, with 88 stocks hitting the daily limit up and 13 stocks hitting the limit down [1] - The silicon wafer sector showed strong performance, with companies like Lianang Micro and TCL Zhonghuan reaching the limit up [1] - The semiconductor sector also saw gains, highlighted by Changchuan Technology and Beifang Huachuang hitting the limit up [1] Group 2 - *ST Yatai achieved 12 limit ups in 13 trading days, indicating strong investor interest [2] - Other notable stocks include *ST Huawang with 4 limit ups in 6 days, and Hongdou Co. with 4 limit ups in 5 days [2] - Conversely, *ST Gaohong faced a continuous decline with 9 consecutive limit downs, reflecting negative market sentiment [2]