Market Overview - The Hong Kong and Shenzhen stock exchanges continued normal trading despite the approaching super typhoon "Haikui" [8][9] - On the morning of the 24th, the A-share market opened lower but quickly rebounded, with the Shanghai Composite Index rising by 0.63% and the ChiNext Index increasing by 1.76% [2][4] - The total trading volume in the Shanghai and Shenzhen markets reached 1.41 trillion yuan, a decrease of 288.5 billion yuan compared to the previous trading day [2][4] Sector Performance - The semiconductor, real estate, and oil & gas sectors showed significant gains, with the semiconductor industry experiencing a collective surge [2][4] - Notable stocks included Jiangfeng Electronics and Zhangjiang Hi-Tech, both hitting the daily limit up, while the real estate sector also saw strong performance with stocks like Dalong Real Estate achieving three consecutive limit-ups [2][4] - Conversely, the tourism sector faced a collective decline, with Yunnan Tourism hitting the daily limit down [3] Hong Kong Market Dynamics - The Hong Kong stock market saw a slight decline before rebounding, with the Hang Seng Index up by 0.91% and the Hang Seng Technology Index rising by 2.18% [5][6] - Notable performers included SMIC, which rose by 7.02%, and Alibaba, which increased by 6.40% [5][6] - The trading volume in Hong Kong reached 150.9 billion HKD, with net inflows from southbound trading amounting to 6.58 billion HKD [6]

Group 1 - The core viewpoint of the article highlights the performance of the Double Innovation Leader ETF (588330), which opened down by 1.44% at 0.892 yuan [1] - The major holdings of the ETF include companies like CATL, which rose by 0.77%, and SMIC, which fell by 1.27% [1] - The ETF's performance benchmark is the CSI Science and Technology Innovation 50 Index, managed by Huabao Fund Management Company, with a return of -9.74% since its inception on June 29, 2021, and a return of 20.82% over the past month [1] Group 2 - The article provides specific stock performance details, indicating that companies such as Mindray Medical and Huagong Technology experienced declines of 0.39% and 0.09% respectively, while companies like Haiguang Information and Yanguang Electric Power saw increases of 0.52% and 0.02% [1] - The overall market sentiment reflected in the ETF's opening performance suggests a cautious outlook among investors [1]

Group 1 - Core viewpoint: SMIC's stock price increased by 5.03% to 134.98 CNY per share, with a total market capitalization of 1,079.739 billion CNY and a trading volume of 13.73 billion CNY [1] - Company overview: SMIC, established on April 3, 2000, specializes in integrated circuit wafer foundry services, offering technology nodes ranging from 0.35 microns to 14 nanometers. The main revenue composition is 93.83% from wafer foundry and 6.17% from other services [1] Group 2 - Fund holdings: CITIC Prudential Fund has a significant position in SMIC, with its CITIC Prudential Dingli Mixed Fund (LOF) A increasing its holdings by 415 shares in Q2, totaling 37,600 shares, which represents 8.22% of the fund's net value [2] - Fund performance: The CITIC Prudential Dingli Mixed Fund (LOF) A has achieved a year-to-date return of 63.2% and a one-year return of 109.93%, ranking 477 out of 8,173 in its category [2]

Market Performance - The Hong Kong stock market showed a low-open and high-rise trend in the morning session, halting a consecutive decline [1] - The Hang Seng Technology Index led the gains, closing up 2.19%, while the Hang Seng Index rose by 0.91% and the National Enterprises Index increased by 1.13% [1] Sector Performance - Major technology stocks rebounded collectively, with Alibaba rising over 6%, Kuaishou up more than 4%, and JD.com and Meituan also showing positive movement [1] - Semiconductor stocks saw significant increases, benefiting from anticipated silicon wafer price hikes, with leading company SMIC rising over 7% to reach a new historical high [1] - Other active sectors included robotics, mobile gaming, home appliances, brain-computer interface concepts, and gambling stocks [1] Declining Sectors - Conversely, the film and entertainment sector experienced widespread declines, along with education, biomedicine, building materials, and coal stocks [1] - Apple-related stocks continued to experience a pullback from the previous day [1]

南方财经9月24日电，港股半导体板块持续走强，截至发稿，ASMPT涨超8%，脑洞科技涨超7%，华虹 半导体、中芯国际涨超6%。 ...

Group 1 - Shenzhen Weiding Juxin Technology Co., Ltd. has successfully assembled and delivered its first high-precision stepper lithography machine, the WS180i series, which targets the growing fields of compound semiconductors and high-end optoelectronic devices [1] - The China Securities Consumer Electronics Theme Index (931494) rose by 1.47% as of September 24, 2025, with notable increases in component stocks such as Changying Precision (300115) up 11.54% and Tongfu Microelectronics (002156) up 10.00% [1] - The Consumer Electronics ETF (561600) increased by 1.18%, reaching a latest price of 1.29 yuan, and has seen a cumulative increase of 6.97% over the past week [1] Group 2 - As of August 29, 2025, the top ten weighted stocks in the China Securities Consumer Electronics Theme Index accounted for 54.8% of the index, including companies like Cambricon (688256) and Luxshare Precision (002475) [2] - The weight and performance of key stocks in the index show varied trends, with Luxshare Precision down 1.66% and SMIC (688981) up 4.79% [4]

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com | 恒生指数 | 26382.28 | +223.16 | +0.85% | | --- | --- | --- | --- | | 800000 | | | | | 国企指数 | 9391.06 | +100.72 | +1.08% | | 800100 | | | | | 恒生科技指数 | 6292.07 | +125.01 | +2.03% | | 800700 | | | | (责任编辑：宋政 HN002) 格隆汇9月24日｜恒生科技指数涨幅扩大至超2%。半导体股走强，中芯国际、华虹半导体涨超7%，上 海复旦涨超4%。阿里巴巴涨超6%，美团、京东涨超2%，腾讯涨超1%。 ...

截至发稿，中芯国际(00981.HK)涨5.99%、华虹半导体(01347.HK)涨5.75%、上海复旦(01385.HK)涨 4.80%。 ...

Core Viewpoint - The "9·24" policy has significantly reshaped the A-share market, enhancing investor confidence and leading to a substantial increase in market capitalization and stock prices over the past year [2][5][15]. Market Performance - A-share total market capitalization grew from approximately 70 trillion yuan to over 100 trillion yuan, an increase of over 30% [2][6]. - More than 1,400 stocks have doubled in price, with the ChiNext Index and the Sci-Tech Innovation 50 Index both rising over 100% [2][6]. Policy Impact - The "9·24" policy, introduced on September 24, 2024, included measures to boost medium- and long-term capital inflows, reform mergers and acquisitions, and support technological innovation [2][4]. - Following the policy announcement, the Shanghai Composite Index surged by 4.15% in a single day, while the ChiNext Index soared by 5.54% [4]. Structural Changes - The A-share market has seen a profound transformation, with a focus on sustainable growth and a "slow bull" market trajectory following initial rapid responses to policy changes [5][6]. - The volatility of the market has decreased, with the annualized volatility of the Shanghai Composite Index at 15.9%, down 2.8 percentage points from the previous five-year period [6]. Mergers and Acquisitions - Over 230 major asset restructurings have been disclosed since the implementation of the "9·24" policy, marking a recent high [9]. - Innovative merger tools such as targeted convertible bonds and acquisition loans have revitalized market activity, facilitating a clearer direction for industrial integration [9][10]. Investor Sentiment - The investor base has evolved, with a significant increase in new accounts, totaling 30.57 million, an 83.86% increase compared to the previous period [13]. - Long-term capital, including insurance and social security funds, has also increased its presence in the market, with insurance funds' stock investments reaching 3.06 trillion yuan, a net increase of about 1 trillion yuan [14]. Future Outlook - The ongoing reforms are expected to further enhance market quality and foster a culture of long-term investment, with a focus on improving the quality of listed companies and refining foundational systems [14][15].

格隆汇9月24日｜港股低开高走，恒生科技指数涨幅扩大至1.21%，恒指涨0.62%。阿里巴巴、中芯国际 涨超4%。 | 恒生指数 | 26320.32 | +161.20 | +0.62% | | --- | --- | --- | --- | | 800000 | | | | | 国企指数 | 9362.50 | +72.16 | +0.78% | | 800100 | | | | | 恒生科技指数 | 6241.59 | +74.53 | +1.21% | | 800700 | | | | (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com ...