Group 1 - A-shares indices collectively rose on September 30, with most industry sectors experiencing gains, particularly in energy metals, storage chips, lithium mining, semiconductors, and battery sectors [1] - The main funds saw a net outflow of 32.79 billion yuan across the Shanghai and Shenzhen markets, with only the retail trade and defense industries showing net inflows of 1.52 billion yuan and 1.01 billion yuan, respectively [1] - Among the 29 industries with net outflows, non-bank financial and telecommunications sectors had the largest outflows, each exceeding 5 billion yuan [1] Group 2 - Nine stocks saw net inflows exceeding 500 million yuan, with GoerTek leading at 970 million yuan, attributed to advancements in AI glasses technology [2][3] - Shanzi Gaoke followed with a net inflow of 755 million yuan, as the company announced progress in debt restructuring involving a payment of 33 million euros to a banking syndicate [2] - A total of 51 stocks experienced net outflows exceeding 200 million yuan, with Lingyi Technology, New Yisheng, and Dongfang Wealth among those with outflows exceeding 1.1 billion yuan [4][5] Group 3 - Tail-end trading saw a net outflow of 2.873 billion yuan, with electronic and environmental sectors attracting over 200 million yuan in net inflows [6] - GoerTek and Guoguang Electric were among the stocks with significant tail-end net inflows, each exceeding 100 million yuan [6][7] - Conversely, Tianqi Materials and Sunshine Power experienced net outflows exceeding 200 million yuan during the tail-end trading [8]

证券日报网讯 深科技（000021）9月30日发布公告，在公司回答调研者提问时表示，尽管消费级HDD市 场持续受到SSD的冲击，但HDD凭借大容量和低成本存储的优势，在数据中心、企业级存储和大数据处 理领域仍存在较大需求空间。截至2025年半年度数据，公司盘基片业务销售量较去年同期有较大提升， 但硬盘磁头业务受客户产能布局转移的影响，销售量同比有所下滑。未来，随着数据存储需求爆发式增 长，存储产业将迎来技术升级浪潮，在HAMR（热辅助磁记录）等创新技术驱动下，公司将把握产业变 革机遇，持续优化产品矩阵和商业模式，积极拓展新兴业务领域，巩固在存储行业的技术领先地位。 ...

证券日报网讯 深科技（000021）9月30日发布公告，在公司回答调研者提问时表示，公司持续深化数字 化转型，以智能制造、数字化运营及智慧供应链为核心驱动力。智能制造领域，落地覆盖多事业部及海 外工厂的设备物联数采项目，解决了生产数据实时协同难题；运用AI视觉检测技术，结合自动化处 理，在智能收料与标签识别、缺陷检测与质量管控、自动化产线集成、AI复判系统和智能备料系统等 方面，显著降低人为失误、提高检测效率；通过升级微服务架构的MES系统实现智能化与国产化替 代，提高制造执行响应速度。数字化运营层面，2.0版本通过统一数据平台整合AI决策支持算法，依托 PowerBI与DataTwin工具实现运营数据动态解析，大幅提升管理能效。 ...

证券日报网讯 深科技（000021）9月30日发布公告，在公司回答调研者提问时表示，公司目前生产经营 有序推进，产能可以满足订单需求，公司将持续关注市场机遇，如未来客户需求增长，公司将以满足主 要客户需求来推进扩产计划。 ...

Core Viewpoint - The storage chip sector has shown a significant increase, with a rise of 2.80%, ranking sixth among concept sectors, indicating strong market interest and investment potential in this area [1][2]. Group 1: Sector Performance - As of September 30, the storage chip concept saw 91 stocks increase, with Jiangbolong hitting a 20% limit up, and notable gains from companies like Huahong, Canxin, and Hengshuo, which rose by 15.72%, 15.41%, and 11.88% respectively [1]. - The sector's performance is contrasted by declines in stocks such as Jingyi Equipment, Jiangfeng Electronics, and Dongxin, which fell by 6.21%, 4.86%, and 3.29% respectively [1]. Group 2: Capital Flow - The storage chip sector attracted a net inflow of 4.263 billion yuan, with 69 stocks receiving net inflows, and 16 stocks exceeding 100 million yuan in net inflow [2]. - The leading stock in terms of net inflow was Zhaoyi Innovation, with a net inflow of 1.478 billion yuan, followed by Changdian Technology, Shentech, and Jiangbolong, which saw net inflows of 757.1 million yuan, 686.2 million yuan, and 450 million yuan respectively [2]. Group 3: Stock Performance Metrics - Key stocks in the storage chip sector included Zhaoyi Innovation with an 8.20% increase and a turnover rate of 8.97%, and Changdian Technology with a 7.83% increase and a turnover rate of 12.04% [3]. - Shentech led in net inflow ratio at 34.75%, followed by Demingli at 21.40% and Chengbang at 17.30% [3].

融资融券数据显示，该股最新（9月29日）两融余额为20.68亿元，其中，融资余额为20.53亿元，融券余 额为1532.06万元。近5日融资余额合计增加3.44亿元，增幅为20.16%，融券余额合计增加110.47万元， 增幅7.77%。（数据宝） 深科技今日涨停，全天换手率4.56%，成交额19.75亿元，振幅4.26%。龙虎榜数据显示，机构净卖出 726.31万元，深股通净买入2054.09万元，营业部席位合计净买入1.77亿元。 深交所公开信息显示，当日该股因日涨幅偏离值达9.56%上榜，机构专用席位净卖出726.31万元，深股 通净买入2054.09万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交4.78亿元，其中，买入成交额为3.34亿 元，卖出成交额为1.44亿元，合计净买入1.90亿元。 具体来看，今日上榜的营业部中，共有1家机构专用席位现身，即卖四，买入金额684.92万元，卖出金 额1411.23万元，合计净卖出726.31万元，深股通为第一大买入营业部及第一大卖出营业部，买入金额为 8311.85万元，卖出金额为6257.76万元，合计净买入2054.09万元。 资金流向方 ...

Market Overview - On September 30, the consumer electronics sector rose by 0.05% compared to the previous trading day, with Shen Technology leading the gains [1] - The Shanghai Composite Index closed at 3882.78, up 0.52%, while the Shenzhen Component Index closed at 13526.51, up 0.35% [1] Top Gainers in Consumer Electronics - Shen Technology (000021) closed at 27.87, with a gain of 9.98%, and a trading volume of 714,800 shares, amounting to a transaction value of 1.975 billion [1] - Guoguang Electric (002045) also saw a rise of 9.98%, closing at 18.29, with a trading volume of 968,400 shares and a transaction value of 1.704 billion [1] - Other notable gainers include: - Tianjian Co., Ltd. (301383): Closed at 39.20, up 8.02% [1] - GoerTek (002241): Closed at 37.50, up 6.08% [1] - Yingtong Communications (002861): Closed at 18.61, up 4.55% [1] Market Capital Flow - The consumer electronics sector experienced a net outflow of 2.422 billion from institutional investors, while retail investors saw a net inflow of 1.363 billion [2] - Notable individual stock capital flows include: - GoerTek (002241): Institutional net inflow of 902 million, retail net outflow of 388 million [3] - Shen Technology (000021): Institutional net inflow of 557 million, retail net outflow of 230 million [3] - Guoguang Electric (002045): Institutional net inflow of 507 million, retail net outflow of 244 million [3]

每经AI快讯，深科技发布公告称，2025年9月29日、9月30日，深科技接受长城基金等投资者调研，公 司周庚申等人参与接待，并回答了投资者提出的问题。 （记者 王瀚黎） 每经头条（nbdtoutiao）——重磅解读！中国将不寻求WTO新的特殊和差别待遇，意味着什么？ ...

（责任编辑：康博） 中国经济网北京9月30日讯 深科技(SZ:000021)今日股价涨停，截至收盘报27.87元，涨幅9.98%，总 市值436.80亿元。 ...

Company Overview - Shenzhen Great Wall Development Technology Co., Ltd. is a leading global professional electronic manufacturing company, consistently ranked among the top in the Electronic Manufacturing Service (EMS) industry according to Manufacturing Market Insider (MMI) [2] - The company focuses on providing one-stop electronic product manufacturing services, including R&D, process design, production, supply chain management, logistics, and sales [2] Business Segments - The company has established three main business strategies: storage semiconductors, high-end manufacturing, and intelligent metering terminals [2] Market Dynamics - Despite the ongoing impact of SSDs on the consumer HDD market, HDDs still have significant demand in data centers, enterprise storage, and big data processing due to their large capacity and low-cost storage advantages [3] - As of mid-2025, the company's sales volume of disk substrates has significantly increased compared to the same period last year, while the sales volume of hard disk heads has decreased due to client capacity layout shifts [3] Future Outlook - The storage industry is expected to undergo a technological upgrade wave driven by explosive growth in data storage demand and innovations such as Heat-Assisted Magnetic Recording (HAMR) [3] - The company plans to optimize its product matrix and business model while actively exploring emerging business areas to maintain its technological leadership in the storage industry [3] Production Capacity and Expansion - The company is currently operating smoothly, with production capacity meeting order demands. Future expansion plans will be driven by customer demand growth [3] Digital Transformation - The company is deepening its digital transformation with a focus on smart manufacturing, digital operations, and intelligent supply chains [3] - Key initiatives include the implementation of IoT data collection projects across multiple divisions and overseas factories, AI visual inspection technology, and upgrades to the Manufacturing Execution System (MES) for improved responsiveness [3] Compliance and Information Disclosure - The company adheres strictly to information disclosure regulations, ensuring that all disclosed information is true, accurate, complete, timely, and fair, with no significant undisclosed information leaks [4]