Core Viewpoint - The company, Hefei Xinhui Microelectronics Co., Ltd., is focusing on advanced packaging technology and has seen significant growth in revenue and profit, benefiting from the depreciation of the RMB and a strong overseas revenue share [3][7]. Company Overview - Hefei Xinhui Microelectronics was established on December 18, 2015, and listed on August 18, 2022. The company specializes in integrated circuit advanced packaging and testing services, with a primary revenue source from display driver chip packaging and testing, accounting for 90.25% of total revenue [7]. - As of June 30, 2025, the company reported a revenue of 866 million yuan, representing a year-on-year growth of 28.58%, and a net profit of approximately 96.04 million yuan, up 60.94% year-on-year [7]. Financial Performance - The company’s overseas revenue accounted for 54.15% of total revenue, benefiting from the depreciation of the RMB [3]. - The company invested 89.41 million yuan in R&D during the reporting period, marking a 13.38% increase compared to the previous year [2]. Market Activity - On September 25, the stock price of Xinhui fell by 0.05%, with a trading volume of 1.124 billion yuan and a turnover rate of 7.44%, resulting in a total market capitalization of 15.292 billion yuan [1]. - The average trading cost of the stock is 14.53 yuan, with the stock currently near a resistance level of 18.55 yuan, indicating potential for upward movement if this level is surpassed [6]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 0.64% to 20,300, with an average of 28,512 shares held per shareholder, which increased by 0.65% [7]. - The company has distributed a total of 161 million yuan in dividends since its A-share listing [8].

Core Points - On September 24, Huicheng Co., Ltd. (688403) closed at 18.21 yuan, marking a 15.84% increase with a trading volume of 1.478 billion yuan and a turnover rate of 10.08% [2] - The stock was listed on the daily trading list due to its closing price increase of 15% [2] - The top five trading departments accounted for a total transaction of 555 million yuan, with a net buying amount of 75.48 million yuan [2] Trading Activity - The top five buying departments included two institutional special seats, with buying amounts of 128.88 million yuan and 22.86 million yuan respectively, and the Shanghai Stock Connect as the third largest buying department with 57.57 million yuan [2] - The top selling department was the Shanghai Stock Connect, with a selling amount of 140.89 million yuan, leading to a total selling amount of 99.86 million yuan from all selling departments [2] - The net buying by institutional special seats was 152 million yuan, while the net selling by the Shanghai Stock Connect was 83.32 million yuan [2][3] Fund Flow - The stock experienced a net inflow of main funds amounting to 98.60 million yuan throughout the day [3]

Market Overview - On September 24, the Shanghai Composite Index rose by 0.83%, the Shenzhen Component Index increased by 1.8%, and the ChiNext Index climbed by 2.28% [2] - A total of 51 stocks appeared on the "Dragon and Tiger List" due to significant trading activity, with a net inflow of funds amounting to 5.15 billion yuan into Tongfu Microelectronics (002156.SZ) [2][4] Key Stocks - Tongfu Microelectronics saw the highest net buying amounting to 514.93 million yuan, representing 14.54% of its total trading volume, and its stock price increased by 10% with a turnover rate of 6.3% [4][6] - The stock with the highest net outflow was Kaimete Gas (002549.SZ), which experienced a net selling of 196.54 million yuan, accounting for 3.23% of its total trading volume, while its stock price rose by 3.86% [5][10] Institutional Activity - Institutions were active in 23 stocks on the Dragon and Tiger List, with a total net selling of 74.69 million yuan. Specifically, institutions net bought 12 stocks and net sold 11 stocks [6][12] - The stock with the highest net institutional buying was Huicheng Co., Ltd. (688403.SH), which rose by 15.84% and had a turnover rate of 10.08% [6][7] Northbound Capital - Northbound capital participated in 24 stocks on the Dragon and Tiger List, with a total net outflow of 505 million yuan. The Shanghai Stock Connect saw a net buying of 6 stocks and a net selling of 3 stocks, while the Shenzhen Stock Connect had a net buying of 5 stocks and a net selling of 10 stocks [10][12] - The stock with the highest net buying from northbound capital was Heertai (002402.SZ), with a net inflow of 325 million yuan, representing 2.21% of its total trading volume [10][13] Summary of Institutional and Northbound Capital Actions - Both institutions and northbound capital jointly net bought Heertai and Enjie Co., Ltd. while jointly net sold Deep Technology, Kaimete Gas, and others [12][13] - There were divergences in actions for stocks like Wanma Co., Ltd. and North China Innovation, where institutions sold while northbound capital bought [12][13]

Market Overview - On September 24, the Shanghai Composite Index rose by 0.83%, the Shenzhen Component Index increased by 1.80%, and the ChiNext Index gained 2.28%. The total trading volume in the Shanghai and Shenzhen markets reached 2.33 trillion yuan, with over 4,400 stocks rising across the market [1]. Sector Performance - The semiconductor, photolithography, and energy metal sectors experienced significant gains, while the tourism sector saw the largest declines [1]. Focus Stocks - The entire chip industry chain saw a surge, with notable performances from Huasoft Technology (4 consecutive gains), Sunflower (20% increase for 3 consecutive days), and Changchuan Technology (20% increase for 2 consecutive days) [3]. - The robotics concept stocks were also active, with Hongdou Co. achieving 5 gains in 4 days, Lianmei Holdings with 3 consecutive gains, and Yingfeng Co. with 2 consecutive gains [3]. Key Stock Data - Notable stocks included: - Sunflower (20.03% increase, price 8.57 yuan) with plans to acquire semiconductor assets [4] - Shenkong Fanfang (20.01% increase, price 44.51 yuan) focusing on large-diameter silicon materials [4] - Shangwei New Materials (20% increase, price 110.08 yuan) involved in strategic asset transfers [4] - United Chemical (20% increase, price 104.40 yuan) specializing in photolithography and material etching [4] - Jiangfeng Shenzi (20% increase, price 98.82 yuan) recognized as a leader in target materials [4] Trading Dynamics - The top net buying stocks on the day included Tongfu Microelectronics, Hongdou Co., and Enjie Co., with net purchases of 515 million yuan, 273 million yuan, and 252 million yuan respectively [5]. - The top net selling stocks included Kaimeite Gas, Changchuan Technology, and Heertai, with net sales of 197 million yuan, 193 million yuan, and 158 million yuan respectively [6]. Institutional Activity - Institutional net buying was significant in stocks like Huicheng Co. (+15.84%), Northern Huachuang (+10%), and Lixing Co. (+14.78%) [8]. - Conversely, stocks like Changchuan Technology and Kaimeite Gas saw substantial net selling from institutions [9]. Summary of Key Stocks - Tongfu Microelectronics closed at 37.72 yuan, with a 10% increase and a trading volume of 35.43 billion yuan [10]. - Hongdou Co. closed at 3.83 yuan, with a 10.06% increase and a trading volume of 9.66 billion yuan [11]. - Enjie Co. closed at 44.59 yuan, with a 9.99% increase and a trading volume of 16.47 billion yuan [13].

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 | | | ...

龙虎榜机构热股 今天机构龙虎榜上榜29只个股，净买入16只，净卖出13只。当日机构买入最多的个股前三位是：力星股份（2.42亿）、汇成股份（1.52亿）、北方华创 （1.43亿）。 | 上榜热股 | 实时涨跌幅 | 买/卖家数 | 材料 | | --- | --- | --- | --- | | 力星股份 300421.SZ | +14.78% | 3/2 | +2 | | 汇成股份 688403.SS | +15.84% | 2/0 | +1 | | II .. | | | | 9月23日，微软宣布成功研发芯片内置微流控冷却系统，该技术通过在AI和服务器芯片内部构建液体通道实现高效散热，实验室测试显示散热效率比传统冷 板技术高出两倍至三倍，旨在解决AI芯片高功耗带来的散热挑战。 这种技术将液体冷却装置直接集成到芯片封装内部，使冷却液能够近距离接触热源，极大缩短了热传导路径。 通富微电 个股龙虎榜 公司是集成电路 封装 测试服务提供商，为全球客户提供从设计仿真到 封装 测试的一站式服务。 北方华创 龙虎榜显示，今日4家机构净买入1.43亿。 9月23日据券商中国报道，台积电正在计划对其3纳米制程和2纳米制程的 ...

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]