Group 1 - The semiconductor sector has shown significant upward movement, with stocks such as ShenGong Co., Jiangfeng Electronics, and Changchuan Technology hitting a 20% limit up [1] - Other companies like Beifang Huachuang and Lianang Micro also reached the limit up, while Jingyi Equipment, Huahai Qingke, and Nanda Optoelectronics saw increases of over 10% [1]

Group 1 - A-shares experienced significant activity with 67 stocks hitting the daily limit up and 8 stocks hitting the limit down on September 24 [1] - The semiconductor sector showed strong performance, with stocks like Changchuan Technology and Lianang Micro achieving consecutive limit ups [1] - The electronic chemicals sector also performed well, highlighted by the limit up of Grinda [1] Group 2 - Notable consecutive limit up stocks include *ST Yatai with 12 limit ups in 13 days and *ST Huawang with 4 limit ups in 6 days [1] - Other stocks with consecutive limit ups include Huasoft Technology with 4 consecutive limit ups and Dalong Real Estate with 3 limit ups in 4 days [1] - Conversely, *ST Gaohong faced a continuous decline with 9 consecutive limit downs, along with ST Zhongdi and *ST Wanfang experiencing 2 consecutive limit downs [1]

Market Overview - The A-share market opened lower on September 24, with the Shanghai Composite Index rising by 0.24% to 3831.11 points, while the Shenzhen Component Index fell by 0.19% to 13095.03 points [2][3] - The total trading volume reached 598.5 billion CNY, with a predicted total of 2.22 trillion CNY, a decrease of 294.7 billion CNY from the previous session [3] Real Estate Sector - The real estate sector experienced a significant surge, with stocks such as Yunnan Chengtou, Chongqing Development, and Shanghai Lingang hitting the daily limit [7][15] - Notable performers included: - Yunnan Chengtou: +10.16% [8] - Chongqing Development: +10.02% [11] - Shibei Gaoxin: +9.98% [11] Semiconductor Sector - Semiconductor stocks showed strong performance, with Shen Gong Co. achieving a 20% limit up and Li'ang Micro hitting the limit within one minute of opening [15][17] - Other notable stocks included: - Youyan Silicon: +9.13% [17] - Hu Silicon Industry: +7.53% [17] - Zhongjing Technology: +2.95% [17] Hong Kong Market - The Hong Kong stock market indices rose, with the Hang Seng Index increasing by 0.27% to 26228.90 points [5] - Notable stocks included: - SMIC: +3.24% [6] - Meituan: +2.18% [6] - NIO: +2.33% [6] Corporate Actions - Huazhong Cable announced plans to acquire control of San Zhu Intelligent for up to 270 million CNY, aiming to enhance its integrated solution capabilities and enter new business areas [20][22]

Core Viewpoint - The semiconductor sector in the A-share market has shown significant strength, with multiple stocks experiencing substantial gains, driven by rising prices in advanced semiconductor manufacturing processes and supply shortages in related components [1][2]. Group 1: Stock Performance - ShenGong Co. (688233) reached a 20% increase, closing at 44.51 with a total market value of 75.80 billion and a year-to-date increase of 90.29% [2]. - Jiangfeng Electronics (300666) rose by 15.97%, with a latest price of 95.50 and a market capitalization of 253 billion, reflecting a year-to-date increase of 38.09% [2]. - Changchuan Technology (300604) saw a 14.24% increase, closing at 91.70 with a market value of 578 billion and a year-to-date increase of 108.26% [2]. - Other notable performers include Huicheng Co. (688403) with a 13.30% rise, MicroNano (12.52%), and Shengmei Shanghai (10.19%) [2]. Group 2: Market Drivers - Industry reports indicate that TSMC's last-generation 3nm CPU prices have increased by approximately 20% compared to the previous generation, with a further expected price increase of over 50% for the upcoming 2nm process [1]. - The semiconductor inflation is being fueled by high demand and supply shortages for memory chips and hard drives, contributing to the overall market strength [1].

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！ 9月24日，A股三大指数集体低开，沪指低开0.45%，深证成指低开0.63%，创业板指低开0.79%。 截至发稿，沪指涨0.27%，深证成指跌0.29%，创业板指跌0.45%。 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | 3832.01 | 13082.39 | 3100.51 | | 10.18 0.27% | -37.43 -0.29% | -14.04 -0.45% | 半导体概念走强，通富微电涨停，立昂微走出2连板，长川科技（维权）、骄成超声涨超10%，京仪装 备、盛美上海等等跟涨。 | < V | 半导体概念 | | E | | --- | --- | --- | --- | | | 2126.93 0.90% | | | | 成份股 | 股吧 | | 资讯 | | 名称 | 最新 | 涨幅 ↓ | 涨跌 | | 神工股份 | 43.39 | 16.99% | 6.30 | | 688233 科创 註 | | | | | 江丰电子 | 94.46 | 14.71% | 12.11 ...

2025年9月24日，立昂微（sh605358）触及涨停，涨停价33.04元，涨幅9.99%，总市值221.82亿元，流通 市值221.82亿元，截止发稿，总成交额8.34亿元。 责任编辑：小浪快报 根据喜娜AI异动分析，立昂微涨停原因可能如下，半导体硅片+功率器件+5G通信： 1、立昂微主营业 务聚焦于半导体硅片、半导体功率器件、化合物半导体射频芯片的研发、生产和销售，产品包括6 - 12 英寸半导体硅抛光片和外延片等，广泛应用于5G通信、智能手机等热门领域。随着5G通信的持续普及 和智能手机等消费电子的不断更新换代，市场对相关半导体产品的需求日益增长，公司有望受益于行业 的发展趋势，这为股价上涨提供了基本面支撑。 2、近期半导体行业整体热度较高，市场对半导体板块 的关注度提升。行业数据显示，半导体市场在2025年呈现出复苏和增长的态势，众多半导体企业的业绩 预期向好。东方财富数据显示，9月24日半导体板块资金流入明显，多只半导体相关个股同步上涨，形 成板块联动效应，立昂微作为行业内企业，受到板块整体氛围的带动。 3、从技术面来看，同花顺资金 监控显示，在涨停日前几日已有资金逐步流入立昂微。该股MACD指标 ...

Concept Performance - The top-performing concept today is the SMIC International concept, which increased by 1.22% [1][3] - Other notable concepts include the National Big Fund holding, which rose by 1.08%, and the lithography machine concept, which saw a 0.72% increase [1] Fund Flow Analysis - The SMIC International concept experienced a net outflow of 3.359 billion yuan, with 24 stocks receiving net inflows from major funds [1] - The leading stock in terms of net inflow is Zhongwei Company, which attracted 516 million yuan, followed by Lianang Micro, Hu Silicon Industry, and Northern Huachuang with net inflows of 289 million yuan, 176 million yuan, and 126 million yuan respectively [1][2] Stock Performance - Within the SMIC International concept, 44 stocks rose, with De Ming Li and Lianang Micro hitting the daily limit, and Hu Silicon Industry, Ju Chen Shares, and Zhongwei Company showing significant gains of 11.54%, 11.22%, and 9.12% respectively [3][4] - Conversely, stocks such as Lai Mu Shares, Guo Ji Jing Gong, and Shen Sang Da A experienced declines of 5.31%, 4.97%, and 4.31% respectively [3][7] Fund Inflow Ratios - Leading stocks by fund inflow ratio include Lianang Micro at 21.75%, Yitang Shares at 8.06%, and San Chao New Materials at 7.53% [2][4]

Market Overview - The market showed a divergence with the ChiNext index rising by 0.21%, while over 4,200 stocks were declining, indicating a disconnect between index performance and individual stock movements [1][4] - The Shanghai Composite Index fell by 0.18% and the Shenzhen Component Index dropped by 0.29%, highlighting a general trend of individual stock declines despite some sector gains [4] Sector Performance - The semiconductor sector demonstrated strong performance, with stocks like Changchuan Technology hitting the daily limit up of 20%, driven by recent industry recovery and reasonable valuations attracting funds back into the market [3] - Banking stocks, led by Nanjing Bank, also saw gains, with some banks rising over 3%, as investors sought safer investments amid market volatility [3] - The port and shipping sector performed well, with stocks like Nanjing Port and Ningbo Shipping reaching daily limits, likely due to recent improvements in freight data and supportive policies for the logistics industry [3] Underperforming Sectors - The tourism and hotel sectors faced significant declines, with leading companies like Huazhong Hotel and Tibet Tourism hitting the daily limit down, reflecting a correction after previous speculative gains based on travel recovery expectations [3] - The Huawei supply chain also experienced sharp declines, with stocks like Kaipu Cloud dropping over 10%, as profit-taking occurred after substantial prior gains [3] Investment Strategy - The current market environment emphasizes the importance of avoiding impulsive trading decisions, such as chasing high-performing sectors or attempting to bottom-fish in declining sectors without clear support [4] - Investors are advised to focus on stocks with strong earnings support and favorable policies, particularly within resilient sectors like semiconductors and undervalued banking stocks [4] - Maintaining a balanced portfolio and not fully committing to one direction is crucial to manage risks associated with market volatility [4]

责任编辑：小浪快报 09月23日消息，截止14:50，中芯国际概念板块走强，德明利、立昂微涨停，三超新材等个股涨幅居 前。 ...

机构增仓股早间逆市走强。半导体板块异动，立昂微（605358）直线拉升涨停。 今日早盘，A股震荡调整，上证指数盘中跌破3800点，深证成指也一度击穿13000点，创业板指失守3100点，科创50也未能守住1400点。超4900只个股下 跌，成交呈放大趋势。 | 名称 | 序号 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | | 3781.61 | -46.96 | -1.23% | | 深证成指 | 2 | 12916.41 | -241.56 | -1.84% | | 北证50 | 3 | 1540.73 | -48.46 | -3.05% | | 万得全A | 4 | 6117.94 | -123.74 | -1.98% | | 科创50 | 5 | 1370.97 | -37.67 | -2.67% | | 创业板指 | 6 | 3053.48 | -54.41 | -1.75% | | 沪深300 | 7 | 4468.96 | -53.64 | -1.19% | | 中证500 | 8 | 7066.58 | -158.55 | ...