Core Insights - The A-share market has shown strong performance in storage chip concept stocks, with several companies experiencing significant gains [1] Company Performance - Tongfu Microelectronics (通富微电) saw a limit-up increase of 10.00%, with a latest price of 37.72 and a total market capitalization of 57.2 billion, marking a year-to-date increase of 27.87% [2] - Jingyi Equipment (京仪装备) increased by 7.93% to a price of 94.00, with a market cap of 15.8 billion and a year-to-date increase of 91.80% [2] - Saiteng Co., Ltd. (赛腾股份) rose by 7.67% to 52.25, with a market cap of 14.6 billion and a year-to-date increase of 6.59% [2] - Jiangbolong (江波龙) increased by 7.55% to 155.20, with a market cap of 65.1 billion and a year-to-date increase of 80.47% [2] - Jucheng Technology (聚辰股份) saw a rise of 7.11% to 128.53, with a market cap of 20.3 billion and a year-to-date increase of 120.56% [2] - Yake Technology (雅克科技) increased by 6.45% to 71.41, with a market cap of 34.0 billion and a year-to-date increase of 23.82% [2] - Chengbang Co., Ltd. (诚邦股份) rose by 6.32% to 13.45, with a market cap of 355.4 million and a year-to-date increase of 186.17% [2] - Demingli (德明利) increased by 5.12% to 179.36, with a market cap of 40.7 billion and a year-to-date increase of 188.66% [2] - Changdian Technology (长电科技) rose by 4.41% to 40.93, with a market cap of 73.2 billion and a year-to-date increase of 0.55% [2] - Huahai Qingke (华海清科) increased by 4.03% to 142.49, with a market cap of 50.4 billion and a year-to-date increase of 30.60% [2]

Group 1 - The A-share market shows strong performance in storage chip concept stocks, with Tongfu Microelectronics hitting the daily limit up [1] - Companies such as Jingyi Equipment, Saiteng Co., Jiangbolong, and Juchen Co. have seen stock increases of over 7% [1] - Yake Technology and Chengbang Co. have risen by over 6%, while Demingli has increased by over 5% [1] - Changdian Technology and Huahai Qingke have both experienced stock growth of over 4% [1]

格隆汇9月23日丨聚辰股份(688123.SH)在互动平台表示，公司目前没有HBM产品。 ...

格隆汇9月23日｜A股市场半导体股集体上涨，其中，长川科技20CM涨停创历史新高，聚辰股份、华峰 测控等跟涨。消息面上，长川科技(300604)昨晚发布2025年前三季度业绩预告，预计归属于上市公司股 东的净利润为8.27亿元-8.77亿元，比上年同期增长131.39%至145.38%。公告称，报告期内，半导体行业 市场需求持续增长，公司客户需求旺盛，产品订单充裕，销售收入同比大幅增长，带动利润显著提升。 (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com | 代码 | 名称 | 9 | 涨幅%↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300604 | 长川科技 | 台 | 20.00 | 506亿 | 82.30 | | 688123 | 聚辰股份 | 1 | 14.75 | 196亿 | 112. ...

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]

电子、贵金属等行业走强 天普股份14连板 9月22日，上证指数全天窄幅震荡；深证成指、创业板指早盘窄幅震荡，午后一度回升，随后震荡回 落，尾盘再度回升；科创50指数早盘低开高走，午后震荡上扬，随后有所回落。截至收盘，上证指数报 3828.58点，涨0.22%，成交额9418亿元；深证成指报13157.97点，涨0.67%，成交额11796.9亿元；创业 板指报3107.89点，涨0.55%，成交额5474.91亿元；科创50指数报1408.64点，涨3.38%，成交额1142亿 元。沪深两市合计成交21214.9亿元，成交额较上一交易日减少2023亿元。 92股获主力资金净流入超1亿元 盘面上来看，行业板块、概念跌多涨少。其中，电子、贵金属、计算机、机械设备、证券、汽车等行业 涨幅靠前；存储芯片、苹果、AI手机、同步磁阻电机、算力、培育钻石等概念走势活跃。美容护理、 商贸零售、食品饮料、建筑装饰、石油石化、银行、教育、建筑材料等行业跌幅居前；低碳冶金、影 视、草甘膦、乳业、免税、净水、预制菜、冰雪经济等概念走势较弱。涨停个股主要集中在电子、化 工、机械设备、汽车、计算机等行业。 个股涨跌情况，截至收盘，沪深两 ...

| 八四1月1 | | | | --- | --- | --- | | 波长光电 | -0.28% | 2823.64 | | 川润股份 | -1.23% | 2294.85 | | 友邦吊顶 | 9.98% | 1854.85 | | 初灵信息 | 19.99% | 1669.77 | | 登云股份 | 3.12% | 566.41 | | 华软科技 | 10.06% | 383.40 | | 德众汽车 | -5.67% | -315.37 | | 兴业科技 | -9.44% | -404.51 | | 苏宁环球 | -9.93% | -733.07 | | 公元股份 | -7.06% | -1814.21 | | 通源环境 | 16.19% | -1824.76 | | 联美控股 | 9.97% | -1876.01 | | 中科蓝讯 | 20.00% | -1885.33 | | 佰奧智能 | 20.00% | -2035.31 | | 卡莱特 | 10.97% | -2448.64 | | 德明利 | 10.00% | -2538.93 | | 山河智能 | 5.05% | -2735.79 | | ...