9月24日，上证指数上涨0.83%，深证成指上涨1.8%，创业板指上涨2.28%。盘后龙虎榜数据显示，共有 51只个股因当日异动登上龙虎榜，资金净流入最多的是通富微电（002156.SZ），达5.15亿元。 据21投资通智能监测，23只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及24只。 5.15亿资金抢筹通富微电，1.97亿资金出逃凯美特气 机构净买入12股，净卖出11股 9月24日，23只个股龙虎榜出现了机构的身影，机构合计净卖出7469.49万元。具体来看，机构净买入12 股，净卖出11股。 其中，机构净买入金额最多的是汇成股份（688403.SH），当日收盘上涨15.84%，换手率为10.08%。 51只上榜的龙虎榜个股中，23只个股被净买入，28只个股被净卖出。其中，资金净买入最多的是通富微 电，达5.15亿元，占总成交金额的14.54%。通富微电当日收盘上涨10%，换手率为6.3%。 | 名称 | 涨跌幅 | 戊席榜净买 额(万元 | 净买额占 | 换手率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | | 总成交比 | | | ...

Group 1 - Institutions ranked 29 stocks today, with net purchases in 16 stocks and net sales in 13 stocks [1] - The top three stocks with the highest net purchases by institutions are: Lixing Co., Ltd. (CNY 242 million), Huicheng Co., Ltd. (CNY 152 million), and Northern Huachuang (CNY 143 million) [1][2] - Lixing Co., Ltd. saw a price increase of 14.78%, while Huicheng Co., Ltd. increased by 15.84% [2] Group 2 - TSMC plans to increase prices for its 3nm and 2nm process nodes, with the 2nm process expected to rise by at least 50% compared to the 3nm process, reflecting the high costs and scarcity of advanced process technologies [2] - The company's etching and thin film deposition equipment are expected to achieve significant growth in 2024, with continued growth anticipated in 2025 [2] Group 3 - Microsoft announced the successful development of a microfluidic cooling system integrated into chips, which can achieve cooling efficiency two to three times higher than traditional cooling methods [3][4] - This technology allows cooling liquid to be in close proximity to heat sources, significantly reducing the thermal conduction path [4] Group 4 - Tongfu Microelectronics is a provider of integrated circuit packaging and testing services, offering one-stop services from design simulation to packaging and testing for global clients [5]

Core Insights - On September 24, a total of 31 stocks were identified with institutional activity, with 17 showing net buying and 14 showing net selling [1] Institutional Buying - The top three stocks with the highest net institutional buying were Huicheng Co., Beifang Huachuang, and Lixing Co., with net buying amounts of 152 million, 143 million, and 138 million respectively [1] Institutional Selling - The top three stocks with the highest net institutional selling were Borui Pharmaceutical, Changchuan Technology, and Kaimete Gas, with net outflow amounts of 471 million, 348 million, and 131 million respectively [1]

共31只个股出现了机构的身影。 盘后数据显示，9月24日龙虎榜中，共31只个股出现了机构的身影，有17只股票呈现机构净买入，14只 股票呈现机构净卖出。 当天机构净买入前三的股票分别是汇成股份、北方华创、力星股份，净买入金额分别是1.52亿元、1.43 亿元、1.38亿元。 当天机构净卖出前三的股票分别是博瑞医药、长川科技、凯美特气，净流出金额分别是4.71亿元、3.48 亿元、1.31亿元。 | IN FE A FENDE | 一 机构资金参与个股 | | | --- | --- | --- | | 证券简称 | 冒涨跌幅 | 机构净买入(万元) | | 汇成股份 | 15.84% | 15173.86 | | 北方华创 | 10.00% | 14288.91 | | 力星股份 | 14.78% | 13840.74 | | 聚辰股份 | 6.93% | 10143.32 | | 北化股份 | 9.98% | 8993.94 | | 矽电股份 | 12.46% | 8425.42 | | 恩捷股份 | 9.99% | 6678.65 | | 和而泰 | 1.47% | 5377.87 | | 唯特偶 | 4 ...

格隆汇9月24日｜汇成股份(688403.SH)今日大涨15.84%，股价逼近历史最高点，换手率10.08%，成交额14.78亿元。龙虎榜数据显示，沪股通买入5757万 元，卖出1.41亿元，净卖出8332万元；两家机构位列买一、买四席位，买入1.52亿元。(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 | 家 | | 1 | 机构专用 | 1732次 42.44% 2 | 12887.83 | 8.72% | | | 2 | 东方证券股份有限公司杭州龙井路证券营业部 | 7次 28.57% A | 8838.74 | 5.98% | | | 3 | 沪股通专用 | 650次 47.54% | 5757.03 | 3.90% | | | র্ব | 机构专用 | 1732次 42.44% | 2286.03 | 1.55% | | | 5 | 财通证券股份有限公司杭州丽水路证券营业部 | 8次 25.00% A | 1853.34 | 1.25% | ...

Market Overview - The three major stock indices collectively rose, with the Shanghai Composite Index closing at 3853.64 points, up 0.83% [1][2] - The Shenzhen Component Index closed at 13356.14 points, up 1.8%, and the ChiNext Index closed at 3185.57 points, up 2.28% [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 2.33 trillion yuan, a decrease of 167.6 billion yuan compared to the previous trading day [1] Sector Performance - The semiconductor industry chain, photovoltaic equipment, gaming, and BC battery concepts saw significant gains, while the tourism sector weakened slightly [6][7] - Notable sector performances included: - Semiconductor: +4.60% with a net inflow of 156.7 billion yuan [7] - BC Battery: +4.30% with a net inflow of 11.57 billion yuan [7] - Tourism and hotels: -0.71% with a net outflow of 5.08 billion yuan [7] Individual Stock Highlights - Key stocks in the semiconductor sector, such as ShenGong Co., Jiangfeng Electronics, and Changchuan Technology, hit the 20% limit up [8] - Lixun Precision saw a price increase of over 6%, reaching a historical high with a trading volume of nearly 30 billion yuan [8] - Major net inflows were observed in stocks like Sunshine Power, SMIC, and Tongfu Microelectronics, with net inflows of 1.342 billion yuan, 1.155 billion yuan, and 1.152 billion yuan respectively [9] Institutional Insights - Dexun Securities noted strong support for the Shanghai Index around 3800 points, with the semiconductor sector continuing to show activity, indicating bullish market sentiment [11] - Dongfang Securities highlighted potential volatility in global assets due to changes in overseas interest rates, while domestic liquidity remains loose, suggesting a focus on technology sectors for potential gains [11]

Group 1 - The OLED concept sector increased by 3.03%, ranking 10th among concept sectors, with 126 stocks rising, including Jiangfeng Electronics which hit a 20% limit up [1] - Notable gainers in the OLED sector include Tongcheng New Materials, Beifang Huachuang, and Glinda, all reaching the limit up, while Jingwang Electronics, Lihexing, and Hanbo High-tech saw significant declines [1][2] - The OLED sector attracted a net inflow of 5.884 billion yuan from main funds, with 91 stocks receiving net inflows, and 21 stocks exceeding 100 million yuan in net inflows [2] Group 2 - The top net inflow stocks in the OLED sector include Beifang Huachuang with 1.215 billion yuan, followed by Haowei Group, Jiangfeng Electronics, and Lens Technology [2] - The net inflow ratios for Glinda, Tongcheng New Materials, and Taiji Industry were the highest at 25.46%, 19.66%, and 17.32% respectively [3][4] - Jiangfeng Electronics had a trading volume of 54.518 million yuan and a net inflow ratio of 14.50% [3][4] Group 3 - The overall market performance showed a mixed trend, with some sectors like the third-generation semiconductors and advanced packaging also experiencing gains [2] - The market dynamics indicate a strong interest in OLED technology, reflected in the significant capital inflows and stock performance [2][3]

汇成股份今日涨15.84%，成交额14.78亿元，换手率10.08%，盘后龙虎榜数据显示，沪股通专用席位买 入5757.03万元并卖出1.41亿元，2家机构专用席位净买入1.52亿元。 ...

Core Viewpoint - The semiconductor sector experienced a significant increase of 4.41% on September 24, with notable gains from individual stocks, particularly ShenGong Co., which led the rise with a 20.01% increase [1][3]. Group 1: Market Performance - The Shanghai Composite Index closed at 3853.64, up 0.83% [1]. - The Shenzhen Component Index closed at 13356.14, up 1.8% [1]. Group 2: Individual Stock Performance - ShenGong Co. (688233) closed at 44.51, with a rise of 20.01% and a trading volume of 211,100 shares, amounting to a transaction value of 899 million yuan [1]. - Jiangfeng Electronics (300666) closed at 98.82, up 20.00%, with a trading volume of 404,000 shares, totaling 3.76 billion yuan [1]. - Changchuan Technology (300604) closed at 96.32, also up 20.00%, with a trading volume of 1,239,200 shares, amounting to 11.29 billion yuan [1]. - Huicheng Co. (688403) closed at 18.21, increasing by 15.84% [1]. - Other notable stocks include Jituo (688082) at 189.20 (+14.81%), Daxiong Manlin (688120) at 155.00 (+13.16%), and Jiahua Te (688141) at 57.97 (+12.78%) [1]. Group 3: Capital Flow - The semiconductor sector saw a net inflow of 15.812 billion yuan from main funds, while retail funds experienced a net outflow of 7.107 billion yuan [3].

Core Insights - Huawei announced a partnership with Insta360 to integrate their app into Huawei's smartwatches, allowing users to control Insta360 cameras directly from the watches [1][10] - The collaboration aims to enhance the user experience for sports enthusiasts by introducing gesture control and a customizable dashboard feature [3][5] Group 1: Partnership Details - The partnership marks Insta360 as a key player in Huawei's HarmonyOS ecosystem, enabling seamless control of the entire range of Insta360 cameras [1][10] - Users can utilize gesture controls to operate cameras during extreme sports, enhancing convenience and usability [5][9] Group 2: Innovative Features - The gesture control feature allows users to trigger camera functions with simple hand gestures, making it particularly useful in activities like skiing and skydiving [5][7] - The digital dashboard feature integrates professional sports data into video content, providing a richer narrative experience by displaying metrics like pace, altitude, and heart rate alongside video footage [7][9] Group 3: Market Positioning - Insta360 is recognized for its high compatibility and functionality across various sports scenarios, positioning itself as a leading brand in the smart imaging sector [9][10] - Huawei's strong presence in the wearable technology market, with its smartwatches achieving the highest global shipment volume in the first half of 2025, complements Insta360's capabilities [10]