注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 数据宝统计，截至14:51，精智达成交额14.02亿元，创上市以来新高。最新股价下跌2.69%，换手率 10.53%。上一交易日该股全天成交额为14.02亿元。 据天眼查APP显示，深圳精智达技术股份有限公司成立于2011年05月31日。注册资本9401.1754万人民 币。（数据宝） ...

Group 1 - Shengke Communication's shareholding by the National Integrated Circuit Industry Investment Fund has decreased from 19.6% to 15% after a total reduction of 18.8569 million shares [1] - Guoxin Technology plans to reduce its shares by up to 4.5% through various trading methods between September 30, 2025, and December 29, 2025 [1][2] - Jingzhida has delivered its first high-speed testing machine to a key domestic customer, aimed at semiconductor memory testing [4][5] Group 2 - Nanxin Pharmaceutical's shareholder plans to reduce shares by up to 3%, totaling 823.2 million shares, due to funding needs [6] - *ST Taihe's shareholder intends to reduce shares by up to 3% for operational management needs [7] - Xincheng Technology's shareholders and directors plan to reduce shares by up to 2.03% due to personal funding needs [8] Group 3 - Huati Technology is planning to acquire shares of Huayi Microelectronics, leading to a stock suspension due to uncertainties [9] - Ruima Precision's subsidiary has received a project notification with a total lifecycle sales estimate of approximately 5.56 billion yuan [10] - Guoguang Electric's shareholders plan to reduce shares by up to 3.85% through various trading methods [10] Group 4 - Cangge Mining's shareholder plans to reduce shares by up to 0.6% due to funding needs [11] - Jujiao Co., Ltd. intends to reduce shares by up to 3% due to personal funding arrangements [12] - Maqu'er plans to reduce shares by up to 2% due to funding needs [13] Group 5 - Caesar Travel's subsidiary intends to acquire 100% equity of Qingdao Hansa for 16 million yuan [14] - Xinde New Materials' shareholders plan to reduce shares by up to 3% through various trading methods [15] - Huadong Heavy Machinery's shareholders plan to reduce shares by up to 1.5% [16] Group 6 - Zhejiang Zhongcheng's shareholder plans to reduce shares by up to 3% due to personal funding needs [17] - Huaxi Securities' shareholder plans to reduce shares by up to 1% due to liquidity needs [18] - Ameng Pharmaceutical's major shareholder opposes the introduction of a strategic investor due to concerns over financial strength and compliance [19] Group 7 - *ST Rindong plans to invest 100 million yuan in Jiangyuan Technology, with a post-investment shareholding of 4.14% [20][21] - International Industry plans to issue shares to its controlling shareholder to raise no more than 662 million yuan for working capital [22][23]

Summary of Key Points Core Viewpoint - In the past five trading days, a total of 235 companies were investigated by institutions, with notable interest in companies like HaiMuxing, JingZhiDa, and GanLi Pharmaceutical, indicating a trend of concentrated institutional research activity [1]. Institutional Research Activity - 206 companies, accounting for 87.66% of the surveyed companies, were investigated by securities firms, followed by 149 companies by fund companies and 81 companies by private equity firms [1]. - Among the companies, 41 received attention from more than 20 institutions, with HaiMuxing being the most investigated at 154 institutions, followed by JingZhiDa at 138 institutions, and both HanGao Group and GanLi Pharmaceutical at 91 institutions each [1]. Fund Flow and Stock Performance - Out of the stocks investigated by more than 20 institutions, 16 experienced net capital inflows in the past five days. Notably, DangSheng Technology saw a net inflow of 291 million yuan, the highest among them, followed by GuoRui Technology and GaoWeiDa with net inflows of 231 million yuan and 176 million yuan, respectively [1]. - In terms of stock performance, 24 stocks among those investigated rose, with the highest increases seen in DeMingLi (38.41%), HanGao Group (27.30%), and JingZhiDa (26.75%). Conversely, 16 stocks declined, with the largest drops in XingHui Entertainment (13.12%), SanXia Tourism (10.53%), and JinTian Shares (9.89%) [2]. Detailed Company Insights - HaiMuxing (688559): Investigated once by 154 institutions, latest closing price at 45.82 yuan, with a price increase of 8.45% [2]. - JingZhiDa (688627): Investigated once by 138 institutions, latest closing price at 181.00 yuan, with a price increase of 26.75% [2]. - HanGao Group (001221): Investigated once by 91 institutions, latest closing price at 70.22 yuan, with a price increase of 27.30% [2]. - GanLi Pharmaceutical (603087): Investigated once by 91 institutions, latest closing price at 79.34 yuan, with a price increase of 9.15% [2]. Additional Company Performance - Other notable companies include WoErDe (688028) with 87 institutions investigating and a price increase of 22.71%, and DingTong Technology (688668) with 77 institutions investigating but a price decrease of 6.17% [2][3].

两融数据显示，该股最新（9月24日）两融余额为4.54亿元，其中，融资余额为4.54亿元，近10日增加 1.66亿元，环比增长57.93%。 公司发布的半年报数据显示，上半年公司共实现营业收入4.44亿元，同比增长22.68%，实现净利润 3058.70万元，同比下降19.94%，基本每股收益为0.3300元，加权平均净资产收益率1.78%。 精智达 股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有11个交易日股价刷新历史 纪录。截至09:30，该股目前上涨6.12%，股价报192.08元，成交40.12万股，成交金额7861.54万元，换 手率0.55%，该股最新A股总市值达180.58亿元，该股A股流通市值138.97亿元。 证券时报?数据宝统计显示，精智达所属的 机械 设备行业，目前整体涨幅为0.13%，行业内，目前股价 上涨的有186只，涨幅居前的有 耐普矿机 、 宏盛股份 、 合锻智能 等，涨幅分别为12.09%、10.00%、 9.98%。股价下跌的有368只，跌幅居前的有 创远信科 、 华东重机 、 同惠电子 等，跌幅分别为 4.67%、4.45%、4.31%。 ...

Market Performance - As of September 24, 2025, the Shanghai Composite Index rose by 0.83% to close at 3853.64 points, the Shenzhen Component Index increased by 1.80% to 13356.14 points, and the ChiNext Index climbed by 2.28% to 3185.57 points [1] - The overnight performance of U.S. markets showed the Dow Jones Industrial Average decreased by 0.37%, the Nasdaq Composite fell by 0.33%, and the S&P 500 dropped by 0.28% [1] - The Philadelphia Semiconductor Index declined by 0.18%, with notable movements in individual stocks such as NXP Semiconductors rising by 0.90%, Micron Technology falling by 2.82%, and ARM increasing by 2.35% [1] Industry Insights - At the 2025 Cloud Summit, Alibaba Cloud's CTO announced seven new large model technology products covering various fields including language, speech, vision, multimodal, and code models, alongside a global infrastructure expansion plan [2] - The collaboration between Alibaba Cloud and NVIDIA in the Physical AI domain aims to promote the application of embodied intelligence [2] - Jingzhida announced the delivery of its first high-speed testing machine for semiconductor memory testing, enhancing its competitive position in the semiconductor storage testing equipment market [3] - CICC noted that the PCB industry has entered a capital expenditure expansion cycle driven by global AI server demand, with a positive outlook for PCB equipment and consumables investment opportunities [3] - The current PCB capital expenditure cycle is expected to last around two years, with potential for an extended boom due to infrastructure demand [3] ETF Information - The Sci-Tech Semiconductor ETF (588170) tracks the Sci-Tech Board Semiconductor Materials and Equipment Index, focusing on semiconductor equipment (59%) and materials (25%) [4] - The Semiconductor Materials ETF (562590) also emphasizes semiconductor equipment (59%) and materials (24%), benefiting from the AI-driven expansion in semiconductor demand and the ongoing technology advancements [4]

2025年9月24日，截至收盘，沪指涨0.83%，报收3853.64点；深成指涨1.80%，报收13356.14点；创业板 指涨2.28%，报收3185.57点。科创半导体ETF（588170）涨8.25%，半导体材料ETF（562590）涨 8.65%。 隔夜外盘：截至收盘，道琼斯工业平均指数跌0.37%；纳斯达克综合指数跌0.33%；标准普尔500种股票 指数跌0.28%。费城半导体指数跌0.18%，恩智浦半导体涨0.90%，美光科技跌2.82%，ARM涨2.35%， 应用材料涨0.28%，微芯科技涨1.76%。 行业资讯： 1. 在2025云栖大会现场，阿里云CTO周靖人接连发布了七款大模型技术产品，覆盖语言、语音、视觉、 多模态、代码等模型领域。阿里云还展示了在超节点服务器、高性能网络等AI基础设施方面的最新动 向，并宣布了新一轮全球基础设施扩建计划。英伟达、英特尔、联想、AMD、软通动力、中兴、鸿鑫 智造等计算产业链伙伴悉数参展。其中，阿里云和英伟达在Physical AI（物理AI）领域达成合作，推动 具身智能应用落地。 中金公司认为，受全球AI服务器需求驱动，自4Q24以来PCB行业进入资本开支 ...

9月25日晚7点，小米发布小米17系列手机，共推出三款机型：小米17、小米17 Pro、小米17 Pro Max。 小米董事长兼CEO雷军届时将举办第6次年度演讲。 9月25日，日本央行公布7月货币政策会议纪要。 重要新闻提示 央行今日将开展6000亿元MLF操作 中上协：8月末上市公司境内股份总市值104.16万亿元 半导体封测龙头华天科技：筹划重要收购 今起停牌 今日提示 9月25日下午3时，商务部举行新闻发布会，介绍近期商务领域重点工作有关情况。 第四届全球数字贸易博览会9月25日至29日在浙江杭州举办。 财经新闻 1. 中国人民银行9月24日消息，为保持银行体系流动性充裕，9月25日（周四），中国人民银行将以固定 数量、利率招标、多重价位中标方式开展6000亿元MLF操作，期限为1年期。 2. 商务部9月24日消息，商务部会同中央网信办、财政部等八部门印发了《关于促进服务出口的若干政 策措施》。 措施提出，优化跨境资金流动管理。有序推进跨国公司本外币一体化资金池试点，支持服务类企业作为 成员企业加入跨国公司资金池业务试点，便利集团内资金调配。 提升服务贸易跨境资金结算便利化水平。持续推进服务贸易结算便 ...

Group 1 - President Xi Jinping announced China's new round of Nationally Determined Contributions at the UN Climate Change Summit, aiming for a 7%-10% reduction in greenhouse gas emissions by 2035, with non-fossil energy consumption exceeding 30% of total energy consumption [3] - The total installed capacity of wind and solar power is targeted to reach over 360 million kilowatts, six times that of 2020, and forest stock is expected to exceed 24 billion cubic meters [3] - The national carbon emissions trading market will cover major high-emission industries, and a climate-adaptive society is to be fundamentally established [3] Group 2 - Premier Li Qiang emphasized China's commitment to maintaining an open trade and investment market during a meeting with the President of the European Commission, urging fair competition and adherence to WTO rules [5] - The Chinese government will not seek new special and differential treatment in current and future WTO negotiations, reinforcing its role as a responsible developing country [5] - The People's Bank of China announced a 600 billion yuan MLF operation on September 25, marking a net injection of 300 billion yuan for the month, continuing a trend of high liquidity [5][6] Group 3 - Alibaba announced a collaboration with NVIDIA on Physical AI, with plans to invest 380 billion yuan in AI infrastructure and the launch of seven large model products, including Qwen3-Max, the largest and most capable model to date [4] - The Chinese Ministry of Commerce introduced 14 measures to promote digital consumption, including trials for smart connected vehicles and drone delivery services [6] Group 4 - The A-share market saw significant gains, with the Shanghai Composite Index rising 0.83% to 3853.64 points, and the ChiNext Index increasing by 2.28% [8] - The Hong Kong Hang Seng Index rose 1.37%, with notable gains in tech stocks like Alibaba and SMIC, while medical stocks faced declines [8] - Chery Automobile announced its H-share final offering price at 30.75 HKD per share, set to officially list on September 25 [8] Group 5 - The State Administration for Market Regulation is seeking public opinion on new standards for food delivery platforms, addressing issues like competition and delivery personnel rights [11] - The National Press and Publication Administration approved 145 domestic games and 11 imported games in September, indicating a positive trend in the gaming industry [12] Group 6 - The global crude steel production in August was 145.3 million tons, a year-on-year increase of 0.3%, while the cumulative production from January to August saw a decline of 1.7% [23] - The UK government faced challenges in issuing new bonds, with the latest five-year bond auction seeing the lowest oversubscription rate in nearly two years [20]

Core Viewpoint - The company, Jingzhida (688627.SH), has delivered its first high-speed testing machine to a key domestic customer, enhancing its competitive position in the semiconductor memory testing equipment market [1] Group 1: Product Development - The high-speed testing machine is primarily used in the semiconductor memory testing segment, addressing the demand for high-speed testing [1] - The company has completed the comprehensive layout of its main products in semiconductor memory testing equipment, enabling it to provide systematic solutions to customers [1] Group 2: Market Position and Strategy - The delivery of the first high-speed testing machine is expected to strengthen the company's competitive position in the semiconductor memory testing equipment market [1] - The ongoing demand for semiconductor memory testing is anticipated to create favorable conditions for the company to secure bulk orders and expand its market presence [1] - The company's systematic full-site layout supports downstream customers' needs for autonomous and controllable production processes, providing a solid foundation for the implementation of its medium to long-term development strategy [1] Group 3: Future Outlook - The company aims to continue building its full-site service capability while deepening technological innovation and market expansion in the semiconductor testing and inspection field [1]

证券日报网讯 9月24日晚间，精智达发布公告称，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存储器测试环节，解决高速测试需求。公司目前已基本完成半导体存储器件测试设 备主要产品的全面布局，可为客户提供系统化解决方案，初步形成全站点服务能力，展现出较强的综合 竞争优势。 （编辑 任世碧） ...