| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-09-15 | 000718 | 苏宁环球 | 3.40 | 600.00 | | 2,040.00 中信建投证券股份 | 国泰海通证券股份 | | | | | | | | 有限公司北京东城 | 有限公司南京广州 | | | | | | | | 分公司 | 路证券营业部 | | 2025-09-15 | 000718 | 苏宁环球 | 3.40 | 600.00 | | 2.040.00 万联证券股份有限 | 国泰海通证券股份 | | | | | | | | 公司上海浦东新区 | 有限公司南京广州 | | | | | | | | 世纪大道证券营业 | 路证券营业部 | 9月15日，苏宁环球大宗交易成交1200万股，成交额4080万元，占当日总成交额的2.29%，成交价3.4元，较市场收盘价3.52 元折价3.41 ...

Market Overview - On September 15, the real estate development sector rose by 0.61% compared to the previous trading day, with Rongsheng Development leading the gains [1] - The Shanghai Composite Index closed at 3860.5, down 0.26%, while the Shenzhen Component Index closed at 13005.77, up 0.63% [1] Top Gainers in Real Estate Sector - Rongsheng Development (002146) closed at 1.93, up 10.29% with a trading volume of 8.4476 million shares and a transaction value of 1.579 billion [1] - Xiangjiang Holdings (600162) closed at 2.16, up 10.20% with a trading volume of 1.3782 million shares [1] - Wolong New Energy (600173) closed at 68.8, up 10.02% with a trading volume of 1.1489 million shares [1] - Shouke Co., Ltd. (600376) closed at 6.06, up 9.98% with a trading volume of 4.503 million shares and a transaction value of 2.605 billion [1] Market Trends and Capital Flow - The real estate development sector experienced a net outflow of 1.961 billion from institutional investors, while retail investors saw a net inflow of 1.442 billion [2] - The top stocks with significant capital inflow from retail investors include Wolong New Energy, Daming City, and Hualian Holdings [3] Notable Decliners - Fuxing Co., Ltd. (000926) closed at 3.11, down 10.12% with a trading volume of 1.4552 million shares and a transaction value of 462 million [2] - ST Rong Control (000668) closed at 69.6, down 5.00% with a trading volume of 17,200 shares [2] - ST Nanzhi (002305) closed at 2.34, down 4.88% with a trading volume of 87,600 shares [2]

New Stock Issuance - New stock issuance for 联合动力 (code: 301656) at a price of 12.48 on September 15, 2025[1] - *ST天茂 (code: 000627) has a cash option declaration period from September 15 to September 19, 2025[1] - 紫天退 (code: 300280) has 14 trading days remaining until the last trading day during the delisting period[1] Market Alerts - 先导智能 (code: 300450) reported severe abnormal fluctuations[2] - 杭可科技 (code: 688006) and 新华锦 (code: 600735) have recent announcements regarding trading activities[1] - 退市整理期 for multiple stocks including *ST威尔 (code: 002058) and 新炬网络 (code: 605398) has been noted[1] Trading Insights - Significant trading activity observed in stocks like 工业富联 (code: 601138) and 景旺电子 (code: 603228) with recent announcements[1] - The report includes links to detailed announcements for various stocks, indicating ongoing market developments[1]

每经AI快讯，9月15日，苏宁环球涨停走出5连板，5天累计涨幅达61.06%。 ...

Group 1 - The market focus stocks include Qingshan Paper, which opened up 5.74% after a streak of 9 consecutive days of gains [1] - Robotics concept stocks such as Shoukai Co. opened up 9.07% after 8 days of gains, while Baili Technology opened up 2.21% after 4 days of gains [1] - The real estate sector saw Suning Universal open up 3.93% after 4 consecutive days of gains [1] Group 2 - Liquid cooling service stocks like Chunzhong Technology opened up 4.77% after 4 days of gains, while Kehua Data opened down 0.06% after 6 days of gains [1] - The high-speed rail sector saw Bidetech open up 3.90% after 6 days of gains [1] - PCB concept stocks such as Jingwang Electronics remained flat, while Fangzheng Technology opened up 2.21% after 6 days of gains [1] Group 3 - Dongzhu Ecology, involved in mergers and acquisitions, saw its stock hit the daily limit up after 3 consecutive days of gains [1] - Oracle concept stock Xinjun Network opened down 1.60% after 3 days of gains [1]

Core Viewpoint - The real estate stocks have shown significant upward movement, driven by policy adjustments in major cities like Shenzhen, which have relaxed purchase restrictions, leading to increased trading activity in the sector [4]. Group 1: Market Performance - On September 12, the Hong Kong real estate index rose by 1.54%, with 129 stocks increasing, 91 remaining flat, and 65 declining [2]. - Notable stock performances included Evergrande Property with a rise of 20.65%, followed by Oceanwide Holdings at 13.07%, and Hongyang Real Estate at 12.24% [2]. - In the A-share market, the real estate index increased by 1.5%, ranking fourth among industry sectors, with 86 stocks rising and 11 falling [2]. Group 2: Policy Changes - Major cities, including Beijing, Shanghai, and Shenzhen, have relaxed purchase restrictions, with Shenzhen's adjustments being more significant than those in Beijing and Shanghai [4]. - The new policies in Shenzhen include optimizing housing purchase policies and eliminating distinctions in interest rates for first and second homes [4]. Group 3: Market Response - Following the policy changes, Shenzhen's second-hand housing transactions recorded a 37% increase over the previous weekend [4]. - The number of second-hand contracts signed in Shenzhen increased by 45% in the six days following the policy changes compared to the six days prior [4]. - Specific areas like Luohu saw a remarkable 109% increase in transactions, indicating strong market responsiveness to the new policies [4].

新京报贝壳财经讯（记者段文平）9月12日，地产股持续上涨。数据显示，截至当日下午收盘，港股市 场中，房地产指数上涨1.54%，其中129只个股上涨，91只个股平盘，65只下跌。 具体来看，恒大物业涨幅尤为突出，高达20.65%；远洋集团涨13.07%，弘阳地产涨12.24%，绿地香港 涨11.34%，合景泰富集团涨9.26%，融创中国涨8.72%，明发集团涨8.33%，合景悠活涨7.89%，阳光100 中国涨7.69%，龙光集团涨6.86%，碧桂园涨6.45%，融信中国涨6.34%，万科海外涨6.25%，远洋服务涨 6.12%。 A股市场方面，房地产指数涨幅为1.5%，在行业板块涨幅排名中位列第四，盘中涨幅一度跃居首位。当 日，有86只个股上涨，11只个股下跌。香江控股（600162）、荣盛发展（002146）、新大正 （002968）、首开股份（600376）、苏宁环球（000718）、南都物业（603506）、华夏幸福（600340） 等多股强势涨停。值得一提的是，苏宁环球已连续录得4个涨停板。 从消息层面来看，北京、上海、深圳等一线城市相继放宽限购政策。以深圳为例，9月6日，深圳市住房 和建设局、中国人 ...

New Stock Issuance - YouSheng Co., Ltd. (Securities Code: 732418) issued shares at a price of 46.36 RMB on September 12, 2025[1] - *ST Tianmao (Securities Code: 000627) has a cash option declaration period from September 15 to September 19, 2025[1] - *ST Zitian (Securities Code: 300280) enters the delisting arrangement period starting September 15, 2025[1] Trading Alerts - Hangke Technology (Securities Code: 688006) reported severe abnormal fluctuations on September 11, 2025[1] - Shanghai Electric Power (Securities Code: 600021) had a trading volume of 8,487 on September 10, 2025[1] - Tianji Co., Ltd. (Securities Code: 002759) reported a trading volume of 8,705 on September 10, 2025[1] Abnormal Fluctuations - ST Lingnan (Securities Code: 002717) reported a trading volume of 7,965 on September 10, 2025[3] - ST Huaxi (Securities Code: 002630) reported a trading volume of 9,579 on September 11, 2025[3] - ST Jianye (Securities Code: 600381) reported a trading volume of 5,420 on September 3, 2025[3]

Market Performance - On September 12, the real estate development sector rose by 1.87%, with Xiangjiang Holdings leading the gains [1] - The Shanghai Composite Index closed at 3883.69, up 0.22%, while the Shenzhen Component Index closed at 12996.38, up 0.13% [1] Individual Stock Performance - Xiangjiang Holdings (600162) closed at 1.96, with a gain of 10.11% and a trading volume of 1.3351 million shares, amounting to a transaction value of 253 million [1] - Rongsheng Development (002146) closed at 1.75, up 10.06%, with a trading volume of 3.4729 million shares, totaling 590 million [1] - Shouke Co. (600376) closed at 5.51, gaining 9.98%, with a trading volume of 2.9765 million shares, amounting to 1.59 billion [1] - Suning Universal (000718) closed at 3.31, up 9.97%, with a trading volume of 1.1660 million shares, totaling 383 million [1] - Huaxia Happiness (600340) closed at 2.43, gaining 9.95%, with a trading volume of 3.5830 million shares, amounting to 858 million [1] Capital Flow Analysis - The real estate development sector saw a net inflow of 31.39 million from institutional investors, while retail investors contributed a net inflow of 413 million [2] - The sector experienced a net outflow of 444 million from speculative funds [2] Detailed Capital Flow for Selected Stocks - Huaxia Happiness (600340) had a net inflow of 34.9 million from institutional investors, but a net outflow of 168 million from speculative funds [3] - Vanke A (000002) saw a net inflow of 26.4 million from institutional investors, with a net outflow of 101 million from speculative funds [3] - Rongsheng Development (002146) had a net inflow of 14.5 million from institutional investors, but a net outflow of 76.5 million from speculative funds [3] - Shouke Co. (600376) experienced a net inflow of 84.8 million from institutional investors, with a net outflow of 81.3 million from speculative funds [3]

Group 1 - Suning Universal and New Dazheng hit the daily limit, while Shoukai Co., Ltd. (rights protection) and Huaxia Happiness rose over 5% [1] - Nandu Property, Everbright Jiabao, and Nanshan Holdings also saw significant increases [1]