上纬新材晚间公告，公司于2025年9月23日收到股东SWANCOR萨摩亚、STRATEGIC萨摩亚及金风投控 的通知，获悉其协议转让公司股份事宜已完成过户登记手续。此次股份转让涉及1.21亿股，占公司股份 总数的29.99%，过户日期为2025年9月22日。转让完成后，智元恒岳和致远新创合伙合计将拥有上市公 司29.99%的股份及该等股份对应的表决权，上市公司控股股东变更为智元恒岳，邓泰华先生成为实际 控制人。 （文章来源：第一财经） ...

每经AI快讯，9月23日，上纬新材(688585.SH)公告称，公司于2025年9月23日收到通知，股东 SWANCOR萨摩亚、STRATEGIC萨摩亚及金风投控协议转让公司股份事宜已完成过户登记手续。本次 股份转让过户完成前后，SWANCOR萨摩亚、STRATEGIC萨摩亚、金风投控合计持股比例从83.62%降 至53.63%，智元恒岳和致远新创合伙合计持股比例从0%增至29.99%。同时，SWANCOR萨摩亚、 STRATEGIC萨摩亚及其一致行动人放弃行使其所持上市公司全部股份的表决权。本次权益变动后，智 元恒岳和致远新创合伙合计将拥有上市公司29.99%的股份及该等股份对应的表决权，上市公司控股股 东将由SWANCOR萨摩亚变更为智元恒岳，邓泰华成为实际控制人。 ...

| 证券简称 | | 区间涨跌幅% | 行业 | | --- | --- | --- | --- | | 上纬新材 | 1,753.05 | 376.62 | 基础化工 | | *ST宇顺 | 1,145.83 | 108.93 | 电子 | | 胜宏科技 | 1.066.69 | 2,720.57 | 电子 | 专题：专题|A股"924行情"一周年回顾与展望 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ A股924行情1周年，数据显示，2024年9月24日至2025年9月23日，上纬新材涨幅1753.05%，*ST宇顺涨1145.83%，胜宏科技涨1066.69%。熊股排行榜方 面，紫天退（维权）跌幅96.28%，*ST苏吴（维权）跌89.31%，*ST高鸿（维权）跌81.75%。 | 菲林格尔 | 921.10 | 111.80 | 轻工制造 | | --- | --- | --- | --- | | 天普股份 | 888.68 | 135.64 | 汽车 | | 仕佳光子 | 831.43 | 357.96 | 通信 | | 东芯股份 | 768.74 | 543.26 | ...

Market Overview - On September 24, 2024, the A-share market experienced a historic surge following the release of a policy "combination punch," marking the beginning of a new bull market [1] - The average increase of all stocks in the market reached 84.2%, with a median increase of 58.6%, and over 1,500 stocks doubled in value [1][2] - The total market capitalization of A-shares surpassed 100 trillion yuan for the first time, with the electronics sector overtaking the banking sector as the new market leader [1][6] Stock Performance - A total of 1,508 stocks doubled in price during the period from September 24, 2024, to September 22, 2025, with 246 stocks in the machinery sector and 209 in electronics leading the way [2] - Notable stocks with increases over 1,000% include Upwind New Materials (1,753.05%), *ST Yushun (1,145.83%), and Shenghong Technology (1,066.69%) [2][3] - The top-performing stocks often had small market capitalizations and were associated with trending themes such as robotics, semiconductors, and innovative pharmaceuticals [4] Market Capitalization Changes - The number of companies with a market capitalization exceeding 1 trillion yuan increased from 9 to 13, with notable entries from the electronics sector [5][6] - The total market capitalization of A-shares reached 117.75 trillion yuan by September 22, 2025, up from 81.75 trillion yuan a year earlier [6][7] - The electronic industry now has 25 companies with a market capitalization exceeding 100 billion yuan, reflecting a significant shift in market structure towards new economy sectors [7][8] Sector Analysis - The electronics sector has emerged as a dominant force, with significant contributions from companies involved in AI and semiconductor technologies [7] - The market has seen a transformation in its structure, with traditional sectors like banking and oil being overshadowed by new economy sectors such as electronics and biomedicine [6][7] - The rise of new companies in the electronic sector, particularly in PCB and semiconductor fields, indicates a robust growth trajectory for these industries [7][8]

Core Viewpoint - The recent surge in A-share market has attracted numerous investors, with listed companies increasingly engaging in securities investments, utilizing significant idle funds to capitalize on market opportunities [1][2]. Group 1: Company Investments - At least 8 companies have invested over 1 billion yuan in securities or fund management activities this year, with Liou Co. leading at 3 billion yuan, followed by Fangda Carbon and Seven Wolves at 2.4 billion yuan and 2 billion yuan respectively [1]. - Seven Wolves reported a net profit of 160 million yuan in the first half of 2025, with 130 million yuan derived from stock investments, despite its main apparel business generating only 30 million yuan [2]. - Liou Co. achieved a net profit of 478 million yuan in the first half of 2025, largely due to gains from its investment in Li Auto, which increased its market value significantly since its initial investment of 350 million yuan in 2016 [3]. Group 2: Market Performance - As of September 10, the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index have risen by 11.33%, 21.00%, and 36.71% respectively, with the Shanghai Composite Index surpassing the significant 3,800-point mark [1]. - Jin Feng Investment, a subsidiary of Jin Feng Technology, has been actively reducing its holdings in the rapidly appreciating stock of Shangwei New Materials, with estimated cash proceeds exceeding 100 million yuan from recent sales [4]. Group 3: Financial Strategies - Companies like Jiangsu Guotai have announced plans to utilize idle funds for financial management and securities investments, with a total planned investment of 12 billion yuan, although they faced criticism from investors leading to a cancellation of part of the plan [6][7]. - Jilin Aodong reported a net profit of 1.28 billion yuan in the first half of 2025, significantly exceeding its revenue of 1.13 billion yuan, primarily due to substantial financial asset investments [5]. - Companies are increasingly using idle funds for securities investments as a strategy to supplement their financial performance when core business growth is stagnant, reflecting a common practice in the current market environment [14].

Market Performance - The A-share market has experienced a significant bull market since September 24, 2024, with major indices showing substantial increases, including a 39% rise in the Shanghai Composite Index and a 102% increase in the ChiNext Index as of September 19, 2025 [1][2] - The total market capitalization of A-shares reached approximately 104 trillion yuan, reflecting a growth of about 36 trillion yuan over the past year [4] Policy Impact - The bull market is characterized as a "policy bull" and a "confidence bull," driven by a series of financial policies announced by regulatory bodies aimed at promoting economic growth [1][2] - The Central Political Bureau meeting emphasized the need to boost the capital market and facilitate long-term capital inflows, supporting mergers and acquisitions of listed companies [2] Sector Performance - All 30 sectors in the CITIC classification have seen increases, with the top five sectors being Communication, Electronics, Computer, Media, and Machinery, which rose approximately 120%, 108%, 99%, 88%, and 76% respectively [6] - Conversely, the bottom five sectors, including Coal, Oil and Petrochemicals, and Utilities, showed modest gains ranging from 6% to 24% [6] Stock Performance - Over 3,000 stocks have risen by more than 50%, with 1,400 stocks increasing by over 100% since the bull market began [1][6] - Notably, over 400 stocks have surged by more than 200%, with the top three stocks experiencing increases exceeding 1000% [8] Future Outlook - Analysts suggest that the current bull market has further potential, despite recent adjustments due to external factors such as the Federal Reserve's interest rate changes [9][10] - The market is expected to undergo structural shifts in the fourth quarter, with potential opportunities in cyclical sectors and low-position technology branches [10]

Market Overview - The Shanghai Composite Index rose by 0.37% on September 17, with 20 out of the 28 sectors in the Shenwan classification experiencing gains. The leading sectors were power equipment and automobiles, with increases of 2.55% and 2.05% respectively [1] - The basic chemical industry saw a modest increase of 0.20%, with a net inflow of 909 million yuan in capital. Out of 402 stocks in this sector, 156 rose, and 5 hit the daily limit up, while 234 declined [1] Capital Flow Analysis - In the basic chemical sector, 171 stocks experienced net capital inflows, with 5 stocks attracting over 100 million yuan each. The top stock for net inflow was Jinfat Technology, with an inflow of 1.026 billion yuan, followed by Kaimete Gas and Brothers Technology with inflows of 772 million yuan and 337 million yuan respectively [1] - Conversely, 12 stocks in the basic chemical sector faced net outflows exceeding 50 million yuan, with the largest outflows from Duofluor, Shuangwei New Materials, and Zhongxin Fluorine Materials, amounting to 239 million yuan, 98 million yuan, and 84 million yuan respectively [1][2] Top Gainers in Basic Chemical Sector - The following stocks had significant gains and capital inflows: - Jinfat Technology: +10.00%, turnover rate 13.14%, capital flow 1.025 billion yuan - Kaimete Gas: +9.99%, turnover rate 12.86%, capital flow 772 million yuan - Brothers Technology: +10.02%, turnover rate 16.61%, capital flow 337 million yuan [1] Top Losers in Basic Chemical Sector - The following stocks experienced notable losses and capital outflows: - Duofluor: -3.47%, turnover rate 10.95%, capital flow -238 million yuan - Shuangwei New Materials: -6.99%, turnover rate 3.41%, capital flow -98 million yuan - Zhongxin Fluorine Materials: -2.54%, turnover rate 15.40%, capital flow -84 million yuan [2]

A股市场IPO进入新阶段后，投行人士一个重要的去处就是上市公司，董事会秘书往往是比较理想的职 位。 不过随着券商向上市公司输送的人才越来越多，这一职位现在也略显拥挤。 最近，南京一家上市公司的人事变动，给投行人士任职打开了新的想象空间。 9月15日，伟思医疗（688585）召开2025年第一次临时股东大会，审议通过关于补选公司第四届董事会 独立董事候选人的议案。 由于公司原独立董事蔡卫华连任公司独立董事即将满六年，因此伟思医疗此番补选王正睿为新的独立董 事。 根据《上市公司独立董事管理办法》，独立董事是指不在上市公司担任除董事外的其他职务，并与其所 受聘的上市公司及其主要股东、实际控制人不存在直接或者间接利害关系，或者其他可能影响其进行独 立客观判断关系的董事。 虽说独董经常被诟病为"花瓶"，但是在公司治理的关键时刻，却能会发挥意想不到的作用。 翻看上市公司独董履历，可以发现，这一群体多为会计专业人士、法律人士、行业专家等，而且往往很 资深。 不过此次伟思医疗新独董王正睿的身份较为特殊。 （王正睿） 简历显示，王正睿1986年出生，今年39岁，毕业于上海财经大学，是注册会计师和保荐代表人。 他最初的职业生涯是 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 9月17日消息，A股"924行情"一周年之际，数据显示，从2024年9月24日至2025年9月16日，3只股票涨 幅超过10倍，37只股票涨幅超过500%，1542只股票涨幅超过100%。其中，上纬新材涨1869.55%位居第 一，胜宏科技涨幅1183.71%位居第二，*ST宇顺涨幅1021.15%位居第三。 | | | A股"924行情"以来牛股排行榜 | | | | | --- | --- | --- | --- | --- | --- | | 46.55 | 育称 | 240924至 | 250916市值 240923市值 | | 申万一级 | | | | 250916张幅% | 亿元 | 17.76 | | | 688585.SH | 上纬新材 | 1.869.55 | 400.30 | 20.53 | 基础化工 | | 300476.SZ | 胜宏科技 | 1.183.71 | 2,993.44 | 234.13 | 电子 | | 002289.SZ | *ST宇顺 | 1.021.15 | 98.03 | 8.74 | 电子 ...

证券代码：688585 证券简称：上纬新材 公告编号：2025-075 上纬新材料科技股份有限公司 股票交易风险提示公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 上纬新材料科技股份有限公司（以下简称"公司"、"上纬新材"）股票价 格自 2025 年 7 月 9 日至 2025 年 9 月 16 日累计上涨 1175.58%，短期涨幅显著高 于科创综指、科创 50 及同行业等相关指数涨幅，期间多次触及股票交易异常波 动及严重异常波动情形，股票价格存在脱离当前基本面的风险，投资者参与交易 可能面临较大风险。敬请广大投资者务必充分了解二级市场交易风险，切实提高 风险意识，理性投资并注意投资风险。 一、目前公司基本面未发生重大变化，股票价格存在脱离当前基本面的风险 公司主营业务仍为环保高性能耐腐蚀材料、风电叶片用材料、新型复合材料 以及循环经济材料的研发、生产及销售，未发生重大变化。公司生产经营未发生 重大变化，市场环境或行业政策未发生重大调整，生产成本和销售等情况未出现 重大变化。 目前，公司基本面未发生重大变化，但近期 ...