（原标题：中巨芯-U发生大宗交易 成交折价率19.22%） 中巨芯-U9月24日大宗交易平台出现一笔成交，成交量70.70万股，成交金额582.57万元，大宗交易成交 价为8.24元，相对今日收盘价折价19.22%。该笔交易的买方营业部为机构专用，卖方营业部为国泰海通 证券股份有限公司上海临港新片区分公司。 证券时报•数据宝统计显示，中巨芯-U今日收盘价为10.20元，上涨5.05%，日换手率为18.09%，成交额 为10.69亿元，全天主力资金净流入1.17亿元，近5日该股累计上涨7.48%，近5日资金合计净流出6809.20 万元。 两融数据显示，该股最新融资余额为3.37亿元，近5日增加6568.71万元，增幅为24.23%。 据天眼查APP显示，中巨芯科技股份有限公司成立于2017年12月25日。注册资本147727.6万人民币。 （数据宝） 9月24日中巨芯-U大宗交易一览 | 成交量 | 成交金 | 成交价 | 相对当日 | | | | --- | --- | --- | --- | --- | --- | | （万 | 额 | 格 | 收盘折溢 | 买方营业 | 卖方营业部 | | 股） | （ ...

| 交易日期 | 证券简称 | 证券代码 | 成交价(元) 成交金额(万元) 成交量(*) 买入营业部 | | | | 奥出营业部 | 是否为专场 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股票委员报 2025-09-24 | 中巨芯 | 688549 | 8.24 | 582.57 | 70.7 | 机构专用 | 量超高量度 | Ka | 9月24日，中巨芯大宗交易成交70.7万股，成交额582.57万元，占当日总成交额的0.54%，成交价8.24 元，较市场收盘价10.2元折价19.22%。 ...

Core Viewpoint - Zhongjuxin's stock performance shows a mixed trend with a slight increase of 1.04% on September 23, 2023, and significant trading activity in margin financing and securities lending [1] Group 1: Financial Performance - For the first half of 2025, Zhongjuxin achieved operating revenue of 567 million yuan, representing a year-on-year growth of 20.40% [2] - The net profit attributable to shareholders for the same period was 8.14 million yuan, a decrease of 64.57% year-on-year [2] Group 2: Shareholder and Market Activity - As of June 30, 2025, Zhongjuxin had 33,600 shareholders, a decrease of 1.91% from the previous period, with an average of 17,215 circulating shares per shareholder, an increase of 1.95% [2] - On September 23, 2023, Zhongjuxin's margin financing balance was 337 million yuan, accounting for 5.88% of its market capitalization, indicating a high level compared to the past year [1] - The company has seen significant activity in securities lending, with a lending balance of 1.76 million yuan and a remaining quantity of 181,500 shares, also at a high level compared to the past year [1] Group 3: Shareholder Composition - As of June 30, 2025, notable institutional shareholders include the Jiashi Shanghai Stock Exchange Science and Technology Innovation Board Chip ETF, which is the third-largest shareholder with 13.98 million shares, and several other ETFs that have increased their holdings [3]

Core Viewpoint - Zhongjuxin Technology Co., Ltd. experienced a 5.1% decline in stock price, closing at 9.12 CNY per share, with a total market capitalization of 13.473 billion CNY as of September 23 [1] Company Overview - Zhongjuxin was established on December 25, 2017, and went public on September 8, 2023. The company is based in Quzhou, Zhejiang Province, and specializes in the research, production, and sales of electronic wet chemicals, electronic specialty gases, and precursor materials [1] - The revenue composition of Zhongjuxin is as follows: electronic wet chemicals account for 76.63%, electronic specialty gases and precursors for 21.25%, and other sources for 2.12% [1] Shareholder Information - Among the top ten circulating shareholders of Zhongjuxin, Bosera Fund's Bosera SSE STAR 100 ETF Linked A (019857) increased its holdings by 867,000 shares in Q2, bringing its total to 4.1924 million shares, which represents 0.73% of the circulating shares [2] - As of the latest data, the fund has incurred an estimated floating loss of approximately 2.0543 million CNY [2] Fund Performance - The Bosera SSE STAR 100 ETF Linked A (019857) was established on December 1, 2023, with a current size of 383 million CNY. Year-to-date, it has achieved a return of 48.25%, ranking 598 out of 4220 in its category. Over the past year, the return is 104.32%, ranking 469 out of 3814, and since inception, the return is 33.48% [2]

Market Overview - On September 18, the electronic chemicals sector rose by 1.96%, led by Siquan New Materials, while the Shanghai Composite Index closed at 3831.66, down 1.15% [1] - The Shenzhen Component Index closed at 13075.66, down 1.06% [1] Top Performers in Electronic Chemicals Sector - Siquan New Materials (301489) closed at 231.08, up 5.76% with a trading volume of 41,100 shares and a transaction value of 943 million [1] - Zhongjuxin (688549) closed at 9.95, up 4.85% with a trading volume of 1,426,600 shares and a transaction value of 1.416 billion [1] - Dinglong Co., Ltd. (300054) closed at 33.00, up 3.22% with a trading volume of 480,000 shares and a transaction value of 1.595 billion [1] Underperformers in Electronic Chemicals Sector - Lier Technology (688683) closed at 36.28, down 5.25% with a trading volume of 24,000 shares and a transaction value of 88.918 million [2] - Guanggang Gas (688548) closed at 11.20, down 3.53% with a trading volume of 242,300 shares and a transaction value of 275 million [2] - Guoci Materials (300285) closed at 22.50, down 2.47% with a trading volume of 350,200 shares and a transaction value of 796 million [2] Capital Flow Analysis - The electronic chemicals sector experienced a net outflow of 764 million from institutional investors, while retail investors saw a net inflow of 731 million [2] - The sector's overall capital flow indicates a mixed sentiment, with institutional investors pulling back while retail investors are increasing their positions [2] Individual Stock Capital Flow - Strong New Materials (300429) had a net inflow of 40.744 million from institutional investors, but a net outflow of 21.407 million from retail investors [3] - Weiteou (301630) saw a net inflow of 32.697 million from institutional investors, with a significant net outflow from retail investors of 28.427 million [3] - Macro Electronic (603002) had a net inflow of 13.911 million from institutional investors, while retail investors contributed a net inflow of 2.451 million [3]

Group 1 - The photoresist concept sector increased by 1.80%, ranking 9th in terms of sector gains, with 54 stocks rising, including KaiMet Gas which hit the daily limit, and Zhongjuxin, Saiwei Electronics, and Maolai Optics showing significant increases of 12.31%, 8.38%, and 6.60% respectively [1][2] - The photoresist sector saw a net inflow of 1.648 billion yuan from main funds, with 41 stocks receiving net inflows, and 8 stocks exceeding 50 million yuan in net inflow, led by KaiMet Gas with a net inflow of 772 million yuan [2][3] - The top stocks in terms of net inflow ratio included KaiMet Gas at 48.64%, Zhongjuxin at 16.19%, and Anda Intelligent at 13.21% [3][4] Group 2 - The photoresist sector's performance was contrasted with other sectors, such as the lithography machine sector which rose by 3.30%, while the duty-free shop sector fell by 1.60% [2] - The overall market sentiment reflected a mixed performance across various sectors, with some experiencing significant gains while others faced declines [2][5] - The trading volume and turnover rates for key stocks in the photoresist sector indicated strong investor interest, particularly in stocks like KaiMet Gas and Zhongjuxin [3][4]

Core Insights - The National Big Fund's stock concept rose by 1.99%, ranking fifth among concept sectors, with 36 stocks increasing in value, led by Zhongji Xincheng, Changchuan Technology, and Saiwei Electronics, which rose by 12.31%, 8.42%, and 8.38% respectively [1][2] - The concept sector saw a net inflow of 2.215 billion yuan, with 26 stocks receiving net inflows, and 10 stocks exceeding 100 million yuan in net inflow, with SMIC leading at 1.398 billion yuan [2][3] Stock Performance - The top performers in the National Big Fund stock concept included: - Zhongji Xincheng: +12.31%, turnover rate 23.44%, net inflow ratio 16.19% - SMIC: +6.93%, turnover rate 7.69%, net inflow of 1.397 billion yuan - Changchuan Technology: +8.42%, turnover rate 10.09%, net inflow of 152.69 million yuan [3][4] Market Trends - The concept sectors with notable performance included: - Lithography machines: +3.30% - National Big Fund holdings: +1.99% - Trust concept: +1.92% [2] - Conversely, sectors experiencing declines included: - Duty-free shops: -1.60% - Pork: -1.40% - Pre-made dishes: -1.36% [2] Fund Flow Analysis - The leading stocks by net inflow ratio were: - Zhongji Xincheng: 16.19% - Sanan Optoelectronics: 9.36% - Nanda Optoelectronics: 9.24% [3][4] - The overall market saw significant net outflows in several stocks, with the largest outflow recorded for Chipone Technology at -34.41571 million yuan [5][6]

Market Overview - The electronic chemicals sector increased by 2.22% on September 17, with Zhongshi Technology leading the gains [1] - The Shanghai Composite Index closed at 3876.34, up 0.37%, while the Shenzhen Component Index closed at 13215.46, up 1.16% [1] Top Performers - Zhongshi Technology (300684) closed at 44.61, up 14.09% with a trading volume of 532,700 shares and a transaction value of 2.343 billion [1] - Zhongjuxin (688549) closed at 9.49, up 12.31% with a trading volume of 1,381,400 shares and a transaction value of 1.346 billion [1] - Lair Technology (688683) closed at 38.29, up 5.95% with a trading volume of 25,900 shares [1] - Nanda Optoelectronics (300346) closed at 36.01, up 4.99% with a trading volume of 605,200 shares and a transaction value of 2.158 billion [1] Market Capital Flow - The electronic chemicals sector saw a net inflow of 294 million from institutional investors, while retail investors experienced a net outflow of 233 million [2][3] - Major stocks like Zhongjuxin and Nanda Optoelectronics attracted significant institutional investment, with net inflows of 225 million and 194 million respectively [3]

（文章来源：证券时报网） 数据宝统计，截至11:00，中巨芯-U成交额10.39亿元，创2024年11月12日以来新高。最新股价上涨 14.44%，换手率18.03%。上一交易日该股全天成交额为1.33亿元。 据天眼查APP显示，中巨芯科技股份有限公司成立于2017年12月25日。注册资本147727.6万人民币。 （数据宝） ...

Group 1 - The stock of Zhongjuxin-U on the Sci-Tech Innovation Board reached a limit-up, trading at 10.14 yuan with a transaction volume of 485 million yuan and a turnover rate of 8.58% as of 09:58 on September 17 [1] - Among the stocks on the Sci-Tech Innovation Board, 383 stocks were up, with 5 stocks rising over 10%, including Zhongjuxin-U, which increased by 20.00% [1] - Conversely, 196 stocks were down, with significant declines in stocks like Shangwei New Materials, Meidi West, and Zhongyou Technology, which fell by 9.16%, 4.89%, and 4.26% respectively [1] Group 2 - In terms of capital flow, Zhongjuxin-U experienced a net outflow of 16.71 million yuan in the previous trading day, with a total net outflow of 36.12 million yuan over the last five days [2] - The latest margin trading data as of September 16 shows a total margin balance of 273 million yuan, with a financing balance of 271 million yuan, down by 5.06 million yuan or 1.83% from the previous trading day [2] - The company reported a revenue of 567 million yuan for the first half of the year, representing a year-on-year growth of 20.40%, while net profit was 8.14 million yuan, a decline of 64.57% year-on-year [2] Group 3 - In the past month, Zhongjuxin-U received a buy rating from one institution, with a report from China Merchants Securities on August 28 recommending an increase in holdings [2]