Core Points - The stock of Canxin Co., Ltd. (688691.SH) reached its daily limit, closing at 122.26 CNY, with a price increase of 20.00% [1]. Group 1: Stock Performance - Canxin Co., Ltd. experienced a significant price increase of 20.00%, closing at 122.26 CNY [1]. - The stock was among the top five securities with a price increase limit of 15%, indicating strong market interest [2]. Group 2: Institutional Activity - Institutional investors were active in Canxin Co., Ltd., with a net buying amount of 35,782.65 thousand CNY today [2]. - Three institutional special seats were among the top five buyers of Canxin Co., Ltd. [2]. - The total buying amount from the top five institutional investors reached 48,009.50 thousand CNY, accounting for 23.64% of total trading volume [3].

Market Overview - On October 9, the A-share market saw a strong rally, with the Shanghai Composite Index rising over 1% to surpass 3900 points, marking a 10-year high [2] - The Shenzhen Component Index increased by 1.47% to 13725.56 points, while the ChiNext Index rose by 0.73% to 3261.82 points [2] - The total trading volume in the Shanghai and Shenzhen markets reached 26,723 billion yuan, an increase of 4,748 billion yuan compared to the previous trading day [2] Sector Performance - The non-ferrous metals sector experienced significant gains, with stocks like Tongling Nonferrous Metals, Northern Copper, and Yunnan Copper hitting the daily limit [2][6] - The controlled nuclear fusion concept saw a surge, with stocks such as Changfu Co., Yingjie Electric, and Western Superconducting also reaching the daily limit [9] - The rare earth sector strengthened, with companies like China Rare Earth and Northern Rare Earth hitting the daily limit [8] Specific Stock Movements - Newly listed stock Yunhan Chip City (301563) closed up 40.89% at 164.56 yuan per share, with an intraday high exceeding 70% [3] - In the Hong Kong market, Xin Mining Resources surged over 120%, while other notable gainers included Hang Seng Bank and Lenovo Group [5] Gold and Precious Metals - International gold prices broke the $4000 per ounce mark, driven by factors such as the U.S. government shutdown and ongoing expectations of interest rate cuts [6][8] - Analysts suggest that the rise in gold prices is linked to increased concerns over U.S. dollar credit and sovereign debt [8] Semiconductor Sector - The storage chip sector showed renewed strength, with stocks like CanSemi and Huahong Semiconductor hitting the daily limit [12] - A report from CFM Flash Market indicates that server eSSD prices are expected to rise by over 10% in Q4 2025, driven by increased demand from cloud service providers [14][15] Controlled Nuclear Fusion - The controlled nuclear fusion concept gained traction, with significant stock price increases for companies involved in this sector [9][11] - The upcoming International Atomic Energy Fusion Energy Conference in Chengdu is anticipated to bring major developments in the fusion industry [11] Rare Earth Export Controls - The Ministry of Commerce announced new export controls on certain rare earth-related items, further tightening the supply chain [8] - Analysts expect that these measures will lead to a significant increase in the importance of rare earth recycling technologies by 2025 [8]

Market Overview - On October 9, the A-share market saw a strong rally, with the Shanghai Composite Index rising over 1% to break through 3900 points, marking a 10-year high [1][2] - The Shenzhen Component Index increased by 1.47% to 13725.56 points, while the ChiNext Index rose by 0.73% to 3261.82 points [2] - The total trading volume in the Shanghai and Shenzhen markets reached 26,723 billion yuan, an increase of 4,748 billion yuan compared to the previous trading day [2] Sector Performance - The non-ferrous metals sector experienced significant gains, with stocks like Tongling Nonferrous Metals, Northern Copper, and Yunnan Copper hitting the daily limit [6][8] - The controlled nuclear fusion concept saw a surge, with stocks such as Changfu Co., Yinjie Electric, and Western Superconducting also reaching the daily limit [11][13] - The rare earth sector rallied, with companies like China Rare Earth and Northern Rare Earth hitting the daily limit [9][10] Gold Market - On October 8, international spot gold prices exceeded $4000 per ounce, reaching a historical high [8] - Factors contributing to the rise in gold prices include concerns over U.S. government shutdowns, political uncertainties in Japan, and expectations of continued interest rate cuts by the Federal Reserve [8] Semiconductor Sector - The storage chip concept gained momentum, with stocks like Canxin Co. and Huahong Semiconductor seeing significant increases, with Canxin hitting the daily limit [14][16] - A report from CFM Flash Market indicated that prices for server eSSD and DDR5 RDIMM are expected to rise by over 10% in Q4 2025 due to increased demand from cloud service providers [16][17] Policy Impact - The Ministry of Commerce announced new export controls on certain rare earth-related items, further tightening the supply chain for these materials [9] - Analysts expect that the new regulations will lead to a long-term bullish outlook for the rare earth and magnetic materials sectors due to supply constraints [9]

证券代码：688691 证券简称：灿芯股份 公告编号：2025-029 灿芯半导体（上海）股份有限公司 股票交易异常波动公告 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。 重要内容提示： 一、股票交易异常波动的具体情况 公司股票于 2025 年 9 月 30 日和 2025 年 10 月 9 日连续两个交易日内收盘价 格涨幅偏离值累计超过 30%，根据《上海证券交易所交易规则》的有关规定，已 构成股票交易异常波动情形。 二、公司关注并核实的相关情况 针对公司股票交易异常波动的情况，经公司自查并发函问询第一大股东庄志 青及其一致行动人，对相关问题进行了必要核实。现就有关情况说明如下： （三）媒体报道、市场传闻情况 经公司自查，截至本公告披露日，公司未发现存在对公司股票交易价格可能 产生重大影响的媒体报道及市场传闻。 （四）其他股价敏感信息 （一）日常经营情况 经公司自查，公司目前日常经营活动一切正常，公司所处市场环境、行业政 策没有发生重大调整，生产成本和销售等情况没有出现大幅波动，公司内部生产 经营秩序正常。 灿芯半导体 ...

证券之星消息，10月9日半导体板块较上一交易日上涨2.72%，灿芯股份领涨。当日上证指数报收于 3933.97，上涨1.32%。深证成指报收于13725.56，上涨1.47%。半导体板块个股涨跌见下表： 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成投资建议。 从资金流向上来看，当日半导体板块主力资金净流出33.09亿元，游资资金净流入20.61亿元，散户资金 净流入12.48亿元。半导体板块个股资金流向见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 688691 | 灿芯股份 | 122.26 | 20.00% | 16.93万 | | 20.31亿 | | 688172 | 乖矢微 | 32.50 | 18.48% | 75.39万 | | 22.55 Z | | 688249 | 晶合集成 | 39.70 | 13.92% | 132.64万 | | 50.31亿 | | 688521 | 芯原股份 ...

【导读】上证指数盘中突破3900点，续创10年新高 | 上证指数 | 深证成指 | | 北证50 | | | --- | --- | --- | --- | --- | | 3908.28 | 13677.13 | | 1525.15 | | | +25.50 +0.66% | +150.62 +1.11% | | -3.48 -0.23% | | | 科创50 | 创业板指 | | 万得全A | | | 1559.66 | 3273.72 | | 6406.42 | | | +64.38 +4.31% | +35.55 +1.10% | | +57.48 +0.91% | | | 沪深300 | 中证500 | | 中证A500 | | | 4688.12 | 7493.63 | | 5679.31 | | | +47.43 +1.02% | +81.26 +1.10% | | +60.60 +1.08% | | | 中证1000 | 深证100 | | 中证红利 | | | 7629.64 | 6024.45 | | 5450.78 | | | +54.67 +0.72% | +65.92 +1.11% ...

资金流向方面，该股今日全天主力资金净流入5303.21万元。（数据宝） 灿芯股份9月30日龙虎榜 | 买入营业部名称 | 买入金额(万元) | | --- | --- | | 沪股通专用 | 10887.29 | | 招商证券股份有限公司深圳深南大道车公庙证券营业部 | 6558.77 | | 机构专用 | 5010.32 | | 中信证券股份有限公司北京紫竹院路证券营业部 | 3238.68 | | 甬兴证券有限公司深圳分公司 | 1677.52 | | 卖出营业部名称 | 卖出金额(万元) | | 沪股通专用 | 8818.26 | | 国泰海通证券股份有限公司上海闵行区沪闵路证券营业部 | 3186.56 | | 浙商证券股份有限公司上海浦东杨高南路证券营业部 | 3087.05 | | 国泰海通证券股份有限公司上海浦东分公司 | 2440.75 | | 平安证券股份有限公司深圳金田路证券营业部 | 2191.37 | （文章来源：证券时报网） 9月30日灿芯股份（688691）收盘价101.88元，收盘上涨15.41%，全天换手率19.38%，振幅19.29%，成 交额13.13亿元。科创板交易公开信 ...

Group 1 - The "Second Golden Kylin Best Investment Advisor Selection" event is currently ongoing, with over 3,000 professional investment advisors participating in simulated trading competitions [1] - The event aims to provide a platform for investment advisors to showcase their capabilities, expand services, and enhance skills, thereby promoting the healthy development of China's wealth management industry [1] Group 2 - The top 10 stocks by purchase frequency as of September 30 include Huabang Health, Sairis, and Jina Technology, with the semiconductor ETF being the most favored [2] - The top 10 stocks by purchase amount include Sairis, Sanhua Intelligent Control, and Jiaze New Energy, indicating strong interest in these companies [3] - The data for the top purchased stocks and ETFs is based on the frequency and amount of purchases made by all participating contestants [4] Group 3 - The competition includes categories for stock simulation, on-site ETF simulation, and public fund simulation, with specific trading rules regarding holding proportions, maximum drawdown, and rebalancing frequency [5] - All data presented is based on simulated trading and does not reflect actual trading situations, serving only as a reference [5]

Market Performance - The Sci-Tech Innovation Board (STAR Market) index rose by 1.24%, closing at 1474.49 points, with a total trading volume of 5.328 billion shares and a turnover of 269.68 billion yuan, resulting in an average turnover rate of 2.84% [1] - Among the tradable stocks on the STAR Market, 237 stocks closed higher, with 5 stocks rising over 10%, including Pinming Technology and Shangwei New Materials, which hit the daily limit [1] - The distribution of turnover rates shows that 4 stocks had turnover rates exceeding 20%, 25 stocks had rates between 10% and 20%, and 93 stocks had rates between 5% and 10% [1] Stock Highlights - The stock with the highest turnover rate was Xingfu Electronics, which closed down by 2.70% with a turnover rate of 32.05% and a transaction amount of 0.923 billion yuan [1] - Zhongrun Optics closed up by 6.78% with a turnover rate of 23.69% and a transaction amount of 0.579 billion yuan [1] - Other notable stocks with high turnover rates include Canxin Co., Zhongke Lanyun, and Shenkong Co., with turnover rates of 21.01%, 20.20%, and 19.28% respectively [1] Sector Analysis - In terms of sector performance, the electronics sector had the most stocks with a turnover rate exceeding 5%, totaling 56 stocks, followed by the computer and machinery equipment sectors with 20 and 15 stocks respectively [2] - Among the stocks with high turnover rates, 61 stocks increased in price today, with the largest gains seen in Pinming Technology (20.01%), Canxin Co. (10.93%), and Canqian Technology (10.82%) [2] Fund Flow - In terms of fund flow, 48 stocks with high turnover rates experienced net inflows from main funds, with the largest inflows seen in Aters (0.225 billion yuan), Huafeng Technology (0.209 billion yuan), and Jucheng Co. (0.173 billion yuan) [2] - Conversely, the stocks with the largest net outflows included SMIC (1.11 billion yuan), Dongxin Co. (0.42 billion yuan), and Jinhui Integration (0.371 billion yuan) [2] Leverage Fund Movements - A total of 77 stocks with high turnover rates received net purchases from leveraged funds, with notable increases in financing balances for SMIC (1.944 billion yuan), Tengjing Technology (0.320 billion yuan), and Baiwei Storage (0.299 billion yuan) [2] - Stocks with significant decreases in financing balances included Jiayuan Technology (0.109 billion yuan), Aters (0.098 billion yuan), and Yuntian Lefe (0.087 billion yuan) [2]

Core Insights - The semiconductor sector experienced a slight increase of 0.48% on September 25, with Canxin Co., Ltd. leading the gains [1] - The Shanghai Composite Index closed at 3853.3, down 0.01%, while the Shenzhen Component Index closed at 13445.9, up 0.67% [1] Semiconductor Sector Performance - Canxin Co., Ltd. (688691) saw a closing price of 93.51, with a significant increase of 10.93% and a trading volume of 150,100 shares [1] - Other notable gainers included: - Lian Microelectronics (605358) at 36.34, up 9.99% with a volume of 438,200 shares [1] - Jinghe Integrated (688249) at 28.21, up 9.94% with a volume of 1,110,000 shares [1] - Siwei Technology (688213) at 116.00, up 7.90% with a volume of 147,500 shares [1] Capital Flow Analysis - The semiconductor sector experienced a net outflow of 8.498 billion yuan from institutional investors, while retail investors saw a net inflow of 5.195 billion yuan [2] - The top stocks by net inflow from retail investors included: - Changdian Technology (600584) with a net inflow of 34.3667 million yuan [3] - Unigroup Guowei (002049) with a net inflow of 26.3 million yuan [3] - Haiguang Information (688041) with a net inflow of 20.6 million yuan [3]