Core Viewpoint - The article highlights the recent performance of various listed companies based on institutional research activities, emphasizing the positive stock price movements of companies like 精智达 and 信立泰, driven by strategic developments and market demand [3][5]. Group 1: Institutional Research and Stock Performance - A total of 234 listed companies disclosed institutional research minutes this week, with nearly 40% of these companies experiencing positive stock returns [3]. - 精智达 (688627) saw a stock price increase of 17.68% after being researched by 138 institutions, focusing on its core business in display panels and semiconductor testing equipment [3]. - Other companies like 海博思创, 新坐标, and 沃尔德 also reported significant stock price increases of 32.19%, 25.03%, and 20.81% respectively during the week [3]. Group 2: Company Developments and Strategic Focus - 精智达's management indicated that the company has successfully completed its annual targets for FT testing machines and is making steady progress in KGSDCP testing machines, with strong demand in the aging testing machine sector [4]. - The company is building a complete product line around AI demands, focusing on storage, computing power, and human-machine interaction, positioning itself as a foundational player in semiconductor testing equipment for the AI era [5]. - 信立泰 hosted a roadshow and received inquiries about the impact of geopolitical factors on its US subsidiary and the role of AI in shortening R&D cycles, indicating a proactive approach to addressing investor concerns [7]. Group 3: Mergers and Collaborations - 盟科药业 announced a significant change in its controlling shareholder and plans to raise up to 10.33 billion yuan through a private placement, which will enhance its operational capabilities [10]. - 高伟达's strategic partnership with 蚂蚁数科 aims to leverage AI and big data in financial technology, highlighting the importance of collaboration in enhancing service capabilities and market reach [12].

Summary of Key Points Core Viewpoint - This week, 234 listed companies disclosed institutional research records, with nearly 40% of the companies experiencing positive stock performance, indicating a strong interest from institutional investors in various sectors [1][2]. Group 1: Institutional Research and Stock Performance - 32.19% increase in stock price for Haibo Sichuang during the week [1] - 25.03% increase in stock price for Xin Zuo Biao, marking its first board appearance [1] - 20.81% increase in stock price for World [1] Group 2: Notable Companies and Their Developments - Jingzhida (688627) received attention from 138 institutions, with a stock price increase of 17.68%. The company focuses on display panels and semiconductor testing equipment, highlighting advancements in storage testing and AI-related product lines [2] - Xintai's stock rose 15.81% after hosting a roadshow with 77 institutional investors. The company specializes in pharmaceuticals and medical devices, with over 80% of revenue from its formulation business [2] - Mengke Pharmaceutical hosted 66 institutions and announced a change in its controlling shareholder, planning to raise up to 1.033 billion yuan through a private placement [2] Group 3: Strategic Partnerships and Collaborations - Gaowei Da attracted 40 institutional investors due to a strategic partnership with Ant Group, focusing on AI and big data in financial technology [2] - The partnership aims to leverage both companies' strengths to enhance service capabilities and technology solutions in the financial sector [2]

Group 1 - In the past week, 780 stocks were investigated by institutions, with Jingzhida receiving the most attention from 138 institutions [1][2] - Jingzhida delivered its first high-speed testing machine to key domestic clients, which is primarily used in the semiconductor memory testing segment, addressing high-speed testing needs [2][3] - The delivery of this equipment is expected to strengthen and enhance Jingzhida's core competitiveness, positively impacting its future development [3] Group 2 - Other companies such as Hanhigh Group, World, Xinlitai, and Dingtong Technology received over 50 institutional investigations [4] - World announced that by the first half of 2025, it expects to develop over 15 core component customers, achieving an order amount exceeding 4 million yuan, a year-on-year increase of approximately 240% [4] - Dingtong Technology stated that its liquid cooling products are primarily used for heat dissipation in connectors and optical module signal transmission contact surfaces [4] Group 3 - The average stock price of companies investigated by institutions fell by nearly 1% in the past week, while stocks like Fuzhijie Environmental Protection and Zhangjiang Hi-Tech rose over 20% [5] - Fuzhijie Environmental Protection is collaborating with East China University of Science and Technology on key technology development for green methanol production from biogas [5] - Huazhi Technology is developing solid-state battery thermal pressing fixtures with three core features aimed at improving production efficiency [5] Group 4 - Haibo Sichuang's stock price has been reaching historical highs, with the company noting a shift in the energy storage market from price-driven to value-driven, emphasizing cost-effectiveness and economic benefits over the equipment's lifecycle [6]

Group 1 - A total of 234 listed companies disclosed institutional research records this week, with nearly 40% of them achieving positive stock returns [1] - The stock price of Jingzhida (688627) increased by 17.68% after receiving 138 institutional inquiries, focusing on its storage testing and semiconductor testing equipment [1][2] - Xintai's stock rose by 15.81% after hosting a roadshow with 77 institutional investors, with its core revenue source being over 80% from its formulation business [2] Group 2 - Mengke Pharmaceutical announced a stock issuance plan at a price of 6.3 yuan per share, raising up to 1.033 billion yuan, with Haiqing Pharmaceutical becoming the controlling shareholder [3] - Haiqing Pharmaceutical will leverage its experience in raw material drug development to enhance Mengke's product cost efficiency and profitability [3] - Gaowei Technology received attention from over 40 institutions due to its strategic partnership with Ant Group, focusing on AI and financial technology [4][5]

Wind数据显示，截至9月26日16时，本周共计234家上市公司披露机构调研纪要。从赚钱效应来看，本周近四成机构调研公司股价实现正收益，其中海博 思创周内股价累计上涨32.19%，新坐标周内迎来首板，上涨25.03%，沃尔德股价累计上涨20.81%。冰轮环境本周举行三场调研活动，潍柴动力、章源钨 业、金力永磁、宁波银行等10家公司周内举办两场调研。 从热门调研标的来看，精智达（688627）本周接受138家机构调研，周内股价涨幅为17.68%。精智达主营业务聚焦显示面板与半导体测试设备两大核心赛 道。在调研中，机构重点询问该公司存储测试业务、算力芯片测试业务、探针卡业务等多项业务进展。 | 30分 60分 日 K 分时 | 周K 目K 叠加 ▼前复权 ▼ 真他 ▼ | 1 50 | 精智达1(68862 | | --- | --- | --- | --- | | | | 180 00 | | | | | 100.00 | | | | | 90.00 | | | | | 80.00 | | | | | 70.00 | | | | 688627 区间统计 | | | | 开始时间: 2025/09/01 ◀ ▶ ...

Group 1 - As of September 26, 234 listed companies disclosed institutional research minutes, with nearly 40% of these companies experiencing positive stock returns during the week [1] - Notable stock price increases included Haibosi Chuang up 32.19%, New Coordinates up 25.03%, and World up 20.81% [1] - Jingzhida (688627) received attention from 138 institutions, with a stock price increase of 17.68%, focusing on display panels and semiconductor testing equipment [1] Group 2 - Jingzhida's executives reported that the high-speed FT testing machine met its annual goals ahead of schedule, and the aging testing machine is in high demand [3] - The company is strategically expanding its product line to meet AI era demands, focusing on storage, computing power, and human-computer interaction [3] - Xintai, a pharmaceutical company, hosted a roadshow and received 77 institutional investors, with a stock price increase of 15.81% [3] Group 3 - Xintai addressed investor inquiries regarding the impact of geopolitical factors on its U.S. subsidiary and the role of AI in research efficiency [5] - Mengke Pharmaceutical announced a stock issuance plan to raise up to 1.033 billion yuan, with a new controlling shareholder [7] - Mengke's collaboration with Haiqing Pharmaceutical aims to enhance product cost efficiency and profitability through shared expertise in raw material drug development [7] Group 4 - Xinghui Entertainment, Gaoweida, and Dansheng Technology received attention from over 40 institutions, with Gaoweida's partnership with Ant Group being a focal point [9] - The strategic partnership aims to enhance innovation in smart customer acquisition, big data risk control, and AI technology [9] - Gaoweida emphasized its strengths as a leading financial technology company with extensive service networks in the financial sector [9]

》》政策 国家发改委：加快构建全国一体化算力网 打造集算力统筹监测、统一调度、弹性供给、安全保障于一 体的新型算力网基础设施 登录新浪财经APP 搜索【信披】查看更多考评等级 本周硬科技领域投融资重要消息包括：8部门：增加人工智能终端产品有效供给；AI创企Modular融资 2.5亿美元；智元恒岳计划要约收购上纬新材37%股份。 国家发展改革委等6部门印发《关于加强数字经济创新型企业培育的若干措施》。强化算力资源供给支 撑。深入实施"东数西算"工程，落实有关政策文件要求，坚持国家枢纽节点算力规模部署，持续优化热 点应用区域需求保障。加快构建全国一体化算力网，支持地方协同参与、共同建设，在国家统一标准指 导下，推动全国算力资源有序池化，并网运行，打造集算力统筹监测、统一调度、弹性供给、安全保障 于一体的新型算力网基础设施。引导各类算力资源与数创企业需求高效精准对接，鼓励国家枢纽节点面 向数创企业提供低成本、广覆盖、可靠安全的算力服务，降低算力使用门槛。 8部门：增加人工智能终端产品有效供给 开展智能网联汽车准入和上路通行试点 商务部等8部门联合印发《关于大力发展数字消费共创数字时代美好生活的指导意见》。《指导意 ...

Group 1 - A total of 234 listed companies disclosed institutional research minutes this week, with nearly 40% of them achieving positive stock returns [1] - Companies such as Haibo Sichuang, New Coordinates, and World achieved significant stock price increases of 32.19%, 25.03%, and 20.81% respectively [1] - Jingzhida received attention from 138 institutions, with a stock price increase of 17.68%, focusing on its core business in display panels and semiconductor testing equipment [1][2] Group 2 - Jingzhida's executives highlighted the strong demand for aging testing machines and their advantages in advanced temperature control and mass production experience [1][2] - Xinlitai hosted a roadshow in Shenzhen, attracting 77 institutional investors and achieving a stock price increase of 15.81%, with a focus on its pharmaceutical and medical device business [2] - Mengke Pharmaceutical announced a private placement plan to raise up to 1.033 billion yuan, with Nanjing Haiqing Pharmaceutical becoming the controlling shareholder [3] Group 3 - Highwei Technology received attention from over 40 institutions due to its strategic partnership with Ant Group, focusing on AI and financial technology [4] - Highwei emphasized the synergy between its extensive service network in financial institutions and Ant Group's technological advantages, aiming for a dual empowerment model [4] - The procurement plan will align with project implementation, prioritizing key modules such as credit fraud prevention and AI traffic operations [4]

半导体材料ETF（562590）及其联接基金（A类：020356、C类：020357），指数中半导体设备 （59%）、半导体材料（24%）占比靠前，充分聚焦半导体上游。 每日经济新闻 （责任编辑：张晓波 ） 截至2025年9月26日 10点04分，上证科创板半导体材料设备主题指数（950125）强势上涨1.76%， 成分股华海清科上涨6.25%，安集科技上涨3.59%，京仪装备上涨3.26%，拓荆科技，中微公司等个股跟 涨。科创半导体ETF（588170）上涨1.56%，最新价报1.5元。流动性方面，科创半导体ETF（588170） 盘中换手24.74%，成交4.24亿元，市场交投活跃。规模方面，科创半导体ETF（588170）最新规模达 16.89亿元，创成立以来新高。份额方面，科创半导体ETF（588170）最新份额达11.45亿份，创成立以 来新高。从资金净流入方面来看，科创半导体ETF（588170）近7天获得连续资金净流入，最高单日获 得2.62亿元净流入，合计"吸金"8.58亿元，日均净流入达1.23亿元。 消息面上，精智达公告称，公司近日向国内重点客户交付首台高速测试机，该设备主要应用于半导 体 ...

科创板融资余额环比前一日增加10.18亿元，其中，98股融资余额环比增加超1000万元，融资净买入居 前的有海光信息、佰维存储、精智达等股。 证券时报·数据宝统计显示，截至9月25日，科创板两融余额合计2528.64亿元，较上一交易日增加10.04 亿元，其中，融资余额合计2520.09亿元，较上一交易日增加10.18亿元。为连续4个交易日增加。 科创板股中，最新融资余额超亿元的有474只，其中，融资余额在10亿元以上的有39只，融资余额在 5000万元至1亿元的有86只，融资余额低于5000万元的有23只。 与前一交易日相比，科创板融资余额环比增加的共有299只，融资净买入超千万元的共有98只，融资净 买入在500万元至1000万元的有55只，融资净买入在100万元至500万元的有95只，融资净买入不足百万 元的有51只。融资余额环比减少的科创板股中，减少金额超千万元的有69只，减少金额居前的有中芯国 际、中微公司、中控技术等，融资余额分别减少4.09亿元、1.69亿元、1.44亿元。 融资净买入金额最多的是海光信息，该股最新融资余额92.88亿元，环比上一日增加7.09亿元，该股当日 上涨3.09%，融资 ...