Core Points - The Kexin 50 Enhanced ETF (588460) opened at a price of 1.741 yuan, with an increase of 0.87% [1] - The fund's performance benchmark is the Shanghai Stock Exchange Science and Technology Innovation Board 50 Index [1] - Since its establishment on December 1, 2022, the fund has achieved a return of 73.26%, with a monthly return of 9.70% [1] Stock Performance - Haiguang Information opened with a rise of 1.82% [1] - SMIC (Semiconductor Manufacturing International Corporation) also increased by 1.82% [1] - Cambrian (寒武纪) saw a significant rise of 4.87% [1] - Lanke Technology (澜起科技) increased by 1.50% [1] - Kingsoft Office (金山办公) rose by 1.95% [1] - Sitwei (思特威) had a modest increase of 0.63% [1] - Zhongwei Company (中微公司) experienced a decline of 0.98% [1] - Hengxuan Technology (恒玄科技) decreased by 0.50% [1] - Huahai Qingke (华海清科) fell by 1.11% [1] - Ninebot (九号公司) had a slight increase of 0.06% [1]

Core Viewpoint - DeepSeek-V3.2-Exp has been released and open-sourced, introducing a sparse Attention architecture, with Haiguang DCU achieving seamless adaptation and deep optimization for zero-wait deployment of large model computing [1] Group 1: Company Developments - Haiguang Information is committed to building an AI software stack ecosystem under the "Deep Computing Intelligence" strategy, fully supporting the global mainstream open-source large models led by DeepSeek [1] - Haiguang DCU has rapidly completed "Day0" level efficient adaptation and optimization for DeepSeek-V3.2-Exp, benefiting from long-term and active technological accumulation [1] Group 2: Technical Performance - DeepSeek-V3.2-Exp demonstrates excellent performance on Haiguang DCU, leveraging the strong ecological advantages of the GPGPU architecture and the characteristics of the programming development software stack DTK [1] - The successful performance of DeepSeek-V3.2-Exp on Haiguang DCU validates the high versatility, high ecological compatibility, and self-controllable technological advantages of Haiguang DCU, establishing it as a key infrastructure for AI large model training and inference [1]

Group 1 - The core point of the news is that Haiguang Information experienced significant trading activity on September 29, with a total of 2 block trades amounting to 1.538 million shares and a total transaction value of 366 million yuan, indicating a trend of discounted trading relative to the closing price [2][3] - The closing price of Haiguang Information on September 29 was 255.84 yuan, reflecting a decline of 1.26%, with a daily turnover rate of 2.00% and a total trading volume of 11.751 billion yuan, alongside a net outflow of 1.077 billion yuan in main funds [2][3] - Over the past three months, Haiguang Information has recorded a total of 33 block trades with a cumulative transaction value of 1.431 billion yuan [2] Group 2 - The latest margin financing balance for Haiguang Information is 8.888 billion yuan, which has increased by 1.678 billion yuan over the past five days, representing a growth rate of 23.27% [3] - The company, Haiguang Information Technology Co., Ltd., was established on October 24, 2014, with a registered capital of 2.324 billion yuan [3] - The details of the block trades on September 29 include a transaction volume of 1.5 million shares at a price of 237.93 yuan, which is a 7% discount relative to the closing price, and another transaction of 3.8 thousand shares at 240.48 yuan, a 6% discount [3]

Summary of Key Points Core Viewpoint - On September 29, a total of 15 stocks from the STAR Market experienced block trading, with a cumulative transaction amount of 1.004 billion yuan, indicating active trading in the sector [1]. Group 1: Trading Activity - There were 34 block trades executed, with a total trading volume of 20.8766 million shares [1]. - The stock with the highest transaction amount was Haiguang Information, which had 2 block trades totaling 1.538 million shares and a transaction amount of 366 million yuan [1]. - Other notable stocks in terms of transaction amounts included Hehe Information and Ruikeda, with transaction amounts of 294 million yuan and 89.748 million yuan, respectively [1]. Group 2: Price Performance - The STAR 50 Index rose by 1.35% on the same day, with 404 stocks (68.82%) in the STAR Market experiencing price increases [1]. - The average increase for stocks involved in block trading was 2.75%, with the highest gainers being Fuzhijie Environmental and Wanrun New Energy, both up by 20% [1]. - Conversely, the stocks with the largest declines included Aolaide, Hehe Information, and Hehui Optoelectronics, which fell by 3.13%, 3.08%, and 2.73%, respectively [1]. Group 3: Institutional Participation - Among the block trades, there were 6 transactions involving institutional buyers or sellers, covering 4 stocks [2]. - The stocks with the highest institutional buying amounts were Aters, Haiguang Information, and Aohua Endoscopy, with respective amounts of 11.6 million yuan, 9.1382 million yuan, and 7.0166 million yuan [2]. - In terms of capital flow, 6 stocks saw net inflows from major funds, with Wanrun New Energy, Aters, and Hanwujing receiving net inflows of 105 million yuan, 90.9064 million yuan, and 61.6191 million yuan, respectively [2].

机构专用席位买入额排名：恒立液压(2.52亿元)、宁德时代(1.47亿元)、北新建材(5201.28万元)、天际股 份(5020.4万元)、至纯科技(3151.5万元)、吉视传媒(2692.5万元)、中一科技(2200万元)、盐湖股份(2004 万元)、申菱环境(1860万元)、城发环境(1594万元)、斯迪克(1537.2万元)、华宏科技(1445万元)、阿特斯 (1160万元)、海光信息(913.82万元)、奥拓电子(856.8万元)、澳华内镜(701.66万元)、万润新能(656.4万 元)、富瀚微(501.2万元)、中欣氟材(499.1万元)、立高食品(250.11万元)、科恒股份(240.9万元)、锐新科 技(218.8万元)、康泰医学(201.75万元)、弘业期货(200.8万元)、百川股份(200.34万元)、东鹏控股(200.28 万元)、神通科技(200.06万元)。 机构专用席位卖出额排名：宁德时代(1.47亿元)、比亚迪(4561.62万元)。 今日(9月29日)A股共81只个股发生大宗交易，总成交29.69亿元，其中海光信息、合合信息、光启技术 成交额居前，成交额依次为3.66亿元、2 ...

Core Insights - The main point of the news is the net inflow of capital in the Shanghai and Shenzhen stock markets, amounting to 9.527 billion yuan, with a notable outflow in the Sci-Tech Innovation Board [1] Group 1: Market Overview - The total net inflow of capital in the Shanghai and Shenzhen markets was 9.527 billion yuan, with the Sci-Tech Innovation Board experiencing a net outflow of 4.624 billion yuan [1] - A total of 210 stocks saw net inflows, while 377 stocks experienced net outflows [1] Group 2: Stock Performance - On the Sci-Tech Innovation Board, 404 stocks increased in value, with three stocks hitting the daily limit up, including Pinming Technology and Fuzhi Environmental Protection [1] - Among the stocks with net inflows, 9 stocks had inflows exceeding 100 million yuan, with Lanqi Technology leading at 302 million yuan [2] - The stocks with the highest net outflows included Haiguang Information, which saw a net outflow of 1.077 billion yuan, followed by Chip Origin and Crystal Integration with outflows of 297 million yuan and 267 million yuan, respectively [1][2] Group 3: Continuous Capital Flow - There were 39 stocks with continuous net inflows for more than three trading days, with Hanwujing leading at 29 consecutive days [2] - A total of 166 stocks experienced continuous net outflows, with Aibo Medical leading at 15 consecutive days [2] Group 4: Detailed Stock Data - The top stocks by net inflow included: - Lanqi Technology: 301.69 million yuan, 4.29% inflow rate, 7.93% increase [2] - Zhongwei Company: 271.03 million yuan, 4.45% inflow rate, 5.17% increase [2] - Wealth Trend: 155.91 million yuan, 9.66% inflow rate, 7.51% increase [2] - The stocks with the highest net outflows included: - Haiguang Information: 1.077 billion yuan, 1.26% decrease [1] - Chip Origin: 297 million yuan, 2.67% decrease [1] - Crystal Integration: 267 million yuan, 2.67% decrease [1]

Market Overview - The Shanghai Composite Index rose by 0.90% on September 29, with 26 out of 28 sectors experiencing gains, led by non-bank financials and non-ferrous metals, which increased by 3.84% and 3.78% respectively [1] - The electronic sector saw an increase of 1.58% [1] Capital Flow - The net inflow of capital in the two markets was 9.527 billion yuan, with 13 sectors experiencing net inflows [1] - The non-bank financial sector had the highest net inflow of 12.348 billion yuan, followed by the non-ferrous metals sector with a net inflow of 2.986 billion yuan [1] - A total of 18 sectors experienced net outflows, with the electronic sector leading with a net outflow of 2.811 billion yuan [1] Electronic Sector Performance - In the electronic sector, 467 stocks were tracked, with 292 stocks rising and 166 stocks falling [2] - The top three stocks with the highest net inflow were Lingyi Technology (35.88 million yuan), Changchuan Technology (5.21 million yuan), and Shenghong Technology (4.99 million yuan) [2] - The stocks with the highest net outflow included Haiguang Information (-1.07749 billion yuan), Wolong Nuclear Materials (-0.8884 billion yuan), and Heertai (-0.84899 billion yuan) [2][4] Top Gainers in Electronic Sector - Lingyi Technology: +9.99% with a turnover rate of 8.29% and a main capital flow of 358.83 million yuan [2] - Changchuan Technology: +8.91% with a turnover rate of 22.91% and a main capital flow of 52.11 million yuan [2] - Shenghong Technology: +1.89% with a turnover rate of 4.67% and a main capital flow of 49.90 million yuan [2] Top Losers in Electronic Sector - Haiguang Information: -1.26% with a turnover rate of 2.00% and a main capital flow of -107.75 million yuan [4] - Wolong Nuclear Materials: -4.71% with a turnover rate of 18.94% and a main capital flow of -88.38 million yuan [4] - Heertai: +4.69% with a turnover rate of 22.67% and a main capital flow of -84.80 million yuan [4]

Market Overview - On September 29, the Shanghai Composite Index rose by 0.90%, the Shenzhen Component Index increased by 2.05%, the ChiNext Index climbed by 2.74%, and the CSI 300 Index gained 1.54% [1] - Among the tradable A-shares, 3,576 stocks rose, accounting for 65.98%, while 1,658 stocks declined [1] Capital Flow - The net inflow of main funds was 9.527 billion yuan for the day [1] - The ChiNext saw a net inflow of 2.030 billion yuan, while the STAR Market experienced a net outflow of 4.624 billion yuan [1] - The CSI 300 constituent stocks had a net inflow of 15.091 billion yuan [1] Industry Performance - Out of the 26 first-level industries under Shenwan, the top-performing sectors were Non-Bank Financials and Nonferrous Metals, with increases of 3.84% and 3.78%, respectively [1] - The sectors with the largest declines were Coal and Banking, with decreases of 0.84% and 0.46% [1] Industry Capital Inflows - Non-Bank Financials led the net inflow of main funds, with a total of 12.348 billion yuan and a daily increase of 3.84% [1] - Nonferrous Metals followed with a net inflow of 2.986 billion yuan and a daily increase of 3.78% [1] - The Electronics sector had the largest net outflow, with 2.811 billion yuan despite a daily increase of 1.58% [1] Individual Stock Performance - A total of 2,087 stocks saw net inflows, with 767 stocks having inflows exceeding 10 million yuan [2] - The stock with the highest net inflow was Lingyi iTech, which rose by 9.99% with a net inflow of 3.588 billion yuan [2] - Other notable stocks with significant inflows included Dongfang Wealth and CITIC Securities, with net inflows of 2.960 billion yuan and 1.743 billion yuan, respectively [2] - Conversely, 90 stocks experienced net outflows exceeding 10 million yuan, with the largest outflows from XianDao Intelligent, Haiguang Information, and沃尔核材, totaling 1.479 billion yuan, 1.077 billion yuan, and 884 million yuan, respectively [2]

Group 1: ETF Performance - The Sci-Tech Chip ETF had a turnover rate of 8.39% during the trading session, with a transaction volume of 3.206 billion yuan [3] - Over the past week, the average daily transaction volume of the Sci-Tech Chip ETF reached 4.909 billion yuan, ranking first among comparable funds [3] - The ETF's scale increased by 4.168 billion yuan in the past week, achieving significant growth and ranking first in new scale among comparable funds [3] - The ETF's shares grew by 1.146 billion shares in the past week, also ranking first in new shares among comparable funds [3] - The ETF experienced continuous net inflows over the past four days, with a maximum single-day net inflow of 1.186 billion yuan, totaling 2.770 billion yuan [3] Group 2: Historical Performance - As of September 26, the net value of the Sci-Tech Chip ETF has increased by 127.79% over the past two years, ranking 7th out of 2346 index equity funds, placing it in the top 0.30% [3] - Since its inception, the ETF's highest monthly return was 35.07%, with the longest consecutive monthly gains being four months and the longest cumulative gain being 36.01%, averaging a monthly return of 9.53% during rising months [3] Group 3: Key Holdings - As of August 29, 2025, the top ten weighted stocks in the Shanghai Sci-Tech Chip Index include Cambricon, Haiguang Information, SMIC, Lattice Semiconductor, Zhongwei Company, Chipone, Dongxin Technology, Hu Silicon Industry, Amlogic, and Hengxuan Technology, collectively accounting for 62.02% of the index [3] Group 4: Industry Developments - On September 26, Moore Threads' IPO was approved, with the company focusing on full-function GPUs, being one of the few domestic companies that balance graphic rendering and AI computing, planning to raise 8 billion yuan for the development of a new generation of autonomous controllable chips [4] - Looking ahead to October, the industry layout is focused on areas of sustained high prosperity and turnaround challenges, particularly in AI and humanoid robot supply chains, with strong growth momentum expected due to increased computing power investments domestically and internationally [4]

9月29日，海光信息跌5.03%，截至发稿，报246.07元/股，成交57.53亿元，换手率0.98%，总市值 5719.50亿元。 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%。 方正富邦科创创业50ETF（588310）基金经理为于润泽、徐维君。 截至发稿，于润泽累计任职时间3年197天，现任基金资产总规模10.78亿元，任职期间最佳基金回报 32.24%， 任职期间最差基金回报-30.33%。 徐维君累计任职时间4年177天，现任基金资产总规模5.41亿元，任职期间最佳基金回报52.5%， 任职期 间最差基金回报-30.33%。 风险提示：市场有风险，投资需谨慎。本文为AI大模型自动发布，任何在本文出现的信息（包括但不 限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，不构成个人投资建 议。 责任编辑：小浪快报 从 ...