Core Viewpoint - The company, Juchen Co., Ltd. (688123.SH), has stated on its interactive platform that it currently does not have HBM products [1] Group 1 - The company confirmed the absence of HBM products in its current offerings [1]

Group 1 - The core viewpoint of the article highlights a significant rise in semiconductor stocks in the A-share market, particularly noting that Changchuan Technology reached a historical high with a 20% increase in stock price [1] - Changchuan Technology (300604) announced a performance forecast for the first three quarters of 2025, estimating a net profit attributable to shareholders of 827 million to 877 million yuan, representing a year-on-year growth of 131.39% to 145.38% [1] - The announcement indicates that the semiconductor industry is experiencing sustained market demand, with strong customer demand and ample product orders, leading to a substantial increase in sales revenue and profit [1] Group 2 - Other semiconductor stocks that followed the upward trend include Jucheng Technology, which saw a 14.75% increase, and Huafeng Measurement and Control, which rose by 13.76% [2] - The total market capitalization of Changchuan Technology is reported at 50.6 billion yuan, with a year-to-date increase of 82.30% [2] - Jucheng Technology and Huafeng Measurement and Control have market capitalizations of 19.6 billion yuan and 29.1 billion yuan, respectively, with year-to-date increases of 112.44% and 106.52% [2]

9月22日聚辰股份(688123)收盘价107.89元，收盘上涨15.35%，全天换手率11.68%，振幅17.18%，成交 额19.22亿元。科创板交易公开信息显示，当日该股因日收盘价涨幅达15%等上榜。 资金流向方面，该股今日全天主力资金净流出1.23亿元。（数据宝） 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） 聚辰股份9月22日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 机构专用 | 30863.44 | | 沪股通专用 | 22492.73 | | 机构专用 | 7503.73 | | 机构专用 | 7027.16 | | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 7024.80 | | 卖出营业部名称 | 卖出金额(万元) | | 沪股通专用 | 14051.52 | | 机构专用 | 9454.22 | | 国泰海通证券股份有限公司上海普陀区铜川路证券营业部 | 8360.88 | | 中信建投证券股份有限公司佛山南海大道证券营业部 | 6517.52 | | 摩根大通证券(中国)有限公司上 ...

| 买入金额最大的前5名 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | 实出金额(万) | 占总成交比例 | 净额(万)0 | | 1 | 机构专用 | 1702次 42.36% | 6 | 30863.44 | 16.06% | | | 30863.44 | | 2 | 沪股通专用 | 633次 48.34% | ▲ | 22492.73 | 11.70% | | eastmon | 22492.73 | | 3 | 机构专用 | 1702次 42.36% | A | 7503.73 | 3.90% | | | 7503.73 | | র্ণ | 机构专用 money.com | 1702次 42.36% | A | 7027.16 | 3.66% | astmoney.c | | 7027.16 | | ર | 商盛(中国)证券有限责任公司上海浦东新区世纪大道证券省业部 | 246次 49.59% | ﻋ | 7024.80 ...

Group 1 - Institutional trading today saw 36 stocks listed, with 16 experiencing net buying and 20 facing net selling [1] - The top three stocks with the highest institutional buying were: Jucheng Co., Ltd. (3.59 billion), Xinyuan Co., Ltd. (2.73 billion), and Heertai (2.16 billion) [1] - Jucheng Co., Ltd. reported a net buying of 3.59 billion from four institutions, with its products widely used in various fields including storage modules, smartphones, automotive electronics, industrial control, IoT, wearable devices, white goods, communication equipment, and medical instruments [3] Group 2 - Jucheng Co., Ltd. saw a stock price increase of 15.35% with 3 buyers and 1 seller [2] - Xinyuan Co., Ltd. experienced a stock price increase of 17.34% with 1 buyer and no sellers [2] - Heertai's stock price rose by 10.00% with 2 buyers and no sellers [2] Group 3 - Apple device assembler Luxshare Precision has secured at least one assembly contract for an OpenAI device, and is in talks with GoerTek for future product components [4] - Apple has notified two suppliers to increase the daily production of the standard iPhone 17 model by at least 30% [5] - The Shanghai Stock Exchange will review the IPO of Moer Thread Technology on September 26, 2025, with a book value of 306 million [5]

Market Overview - On September 22, the Shanghai Composite Index rose by 0.22%, the Shenzhen Component Index increased by 0.67%, and the ChiNext Index gained 0.55% [2] - A total of 54 stocks appeared on the "Dragon and Tiger List" due to significant trading activity, with the highest net inflow of funds recorded for Yingweike (002837.SZ) at 805 million yuan [2][4] Stock Performance - Yingweike saw a closing price increase of 9.99% with a turnover rate of 7.17%, and it accounted for 16.63% of the total trading volume [4] - The stock with the highest net outflow was Shanghai Construction (600170.SH), which experienced a net sell-off of 393 million yuan and closed down by 6.88% with a turnover rate of 19.44% [6] Institutional Activity - On the same day, 29 stocks on the Dragon and Tiger List had institutional participation, with a total net purchase of 31.79 million yuan, where institutions net bought 12 stocks and net sold 17 stocks [6][12] - The stock with the highest institutional net purchase was Jucheng Co., Ltd. (688123.SH), which closed up by 15.35% with a turnover rate of 11.68% [7] Northbound Capital Flow - Northbound funds participated in 23 stocks on the Dragon and Tiger List, with a total net purchase of 390 million yuan [12] - The highest net purchase by northbound funds was also for Yingweike, amounting to 244 million yuan, while the highest net sell was for Lixun Precision (002475.SZ) at 138 million yuan [12] Summary of Key Stocks - Yingweike: Net purchase of 110.28 million yuan by institutions and 243.88 million yuan by northbound funds, closing up 9.99% [10][15] - Jucheng Co., Ltd.: Net purchase of 35.94 million yuan by institutions, closing up 15.35% [8][15] - Lixun Precision: Net sell of 28.13 million yuan by institutions, closing up 10% [11][16]

Market Overview - On September 22, the Shanghai Composite Index closed at 3828.58 points, up 0.22%, with a trading volume of 941.8 billion yuan. The Shenzhen Component Index rose 0.67% to 13157.97 points, with a trading volume of 1179.69 billion yuan. The ChiNext Index increased by 0.55% to 3107.89 points, with a trading volume of 547.49 billion yuan. The STAR Market 50 Index gained 3.38% to close at 1408.64 points, with a trading volume of 114.2 billion yuan. The total trading volume of both markets was 2121.49 billion yuan, a decrease of 202.3 billion yuan from the previous trading day [1]. Sector Performance - The electronic, precious metals, computer, machinery, securities, and automotive sectors showed strong performance, while the beauty care, retail, food and beverage, construction decoration, oil and petrochemicals, banking, education, and building materials sectors experienced declines. Notably, the storage chip, Apple, AI mobile phone, synchronous reluctance motor, computing power, cultivated diamonds, and other concepts were active [2]. - Among the stocks, 2104 rose, 2951 fell, and 91 remained flat, with 73 stocks hitting the daily limit up and 15 hitting the limit down [2]. Individual Stock Highlights - Tianpu Co., Ltd. achieved a remarkable 14 consecutive limit-up days, leading the market in this regard. Other notable stocks included *ST Zhengping with 7 consecutive limit-ups, Hangzhou Electric with 5, and Yunnan Tourism with 4 [5]. - The top net inflow stocks included Lingyi Technology with a net inflow of 1.733 billion yuan, followed by Yingwei Technology, Shanzigaoke, Luxshare Precision, and others, with net inflows ranging from 1.05 billion to 820 million yuan [9][10]. - Conversely, Shenghong Technology faced the highest net outflow of 1.644 billion yuan, followed by Xinyi Sheng, OFILM, Ganfeng Lithium, BYD, and Sunshine Power, with net outflows between 1.116 billion and 524 million yuan [11][12]. Institutional Activity - Institutional investors net bought 349.477 million yuan worth of stocks, with the highest net purchase in Jucheng Co., Ltd. at approximately 359.4 million yuan. Other significant net purchases were seen in Chip Original Co., Yingwei Technology, and others [14][15].

Core Viewpoint - On September 22, a total of 38 stocks were involved with institutional investors, with 17 stocks showing net buying and 21 stocks showing net selling [1][2]. Institutional Net Buying - The top three stocks with the highest net buying by institutions were: - Kaipu Cloud: Net buying amount of 1.507 billion yuan, with a price increase of 14.56% [2] - Jucheng Co., Ltd.: Net buying amount of 359 million yuan, with a price increase of 15.35% [2] - Chip Origin: Net buying amount of 273 million yuan, with a price increase of 17.34% [2] Institutional Net Selling - The top three stocks with the highest net selling by institutions were: - Luxshare Precision: Net outflow amount of 281 million yuan [1] - Zhongsheng Pharmaceutical: Net outflow amount of 225 million yuan [1] - Jingxing Paper: Net outflow amount of 129 million yuan [1]

聚辰股份(688123.SH)今日涨15.35%，股价创历史新高，换手率11.68%，成交额19.22亿元。龙虎榜数据显示，沪股通买入2.25亿元，卖出1.41亿元，净买入 8441万元。三家机构买入4.54亿元，一家机构卖出9454万元，机构净买入3.59亿元。(格隆)汇) | 买入金额最大的前5名 | | | | | | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | 1 | 机构专用 | 1702次 42.36% | 2 30863.44 | 16.06% | | 2 | 沪股通专用 | 633次 48.34% | A 22492.73 | 11.70% | | 3 | 机构专用 | 1702次 42.36% | ▶ 7503.73 | 3.90% | | 4 | 机构专用 | 1702次 42.36% | A 7027.16 | 3.66% | | 5 | 高盛(中国)证券有限责任公司上海浦东新区世纪大道证券营业部 | 246次 49.59% | ▶ 7024.80 | 3.66% | | | 卖出金额最大的前 ...

Group 1 - The stock of Jucheng Co., Ltd. increased by 15.35% today, with a trading volume of 1.922 billion yuan and a turnover rate of 11.68% [1] - The Shanghai Stock Connect special seat bought 225 million yuan and sold 141 million yuan, indicating significant trading activity [1] - Three institutional special seats net bought 454 million yuan, while one institutional special seat net sold 94.542 million yuan, reflecting mixed institutional sentiment [1]