华工科技今日跌停，成交额74.28亿元，换手率10.97%，盘后龙虎榜数据显示，深股通专用席位买入 5.99亿元并卖出4.06亿元，1家机构专用席位净买入2068.76万元，有2家机构专用席位净卖出1.03亿元。 ...

截至2025年9月4日 13:47，中证500质量成长指数(930939)下跌2.06%。成分股方面涨跌互现，乖宝宠物(301498)领涨5.74%，新泉股份(603179)上涨3.57%，韵 达股份(002120)上涨2.49%；生益电子(688183)领跌，华工科技(000988)、白银有色(601212)跟跌。500质量成长ETF(560500)回调整固，最新报价1.1元。 流动性方面，500质量成长ETF盘中成交319.11万元。拉长时间看，截至9月3日，500质量成长ETF近1年日均成交658.60万元。规模方面，Wind数据显示， 500质量成长ETF近1月规模增长4548.44万元。 中国银河证券首席策略分析师表示，市场在经历前期上涨行情后，或将阶段性呈现震荡整固态势，投资者应理性看待市场。但当前市场成交维持活跃，资金 面持续驱动叠加政策预期升温，为市场行情提供支撑。同时，外部环境相对平稳，美联储9月降息预期较高，全球资本流向重塑利好权益市场，市场热点仍 将处于轮动状态中。 风险提示：本产品由鹏扬基金发行与管理，销售机构不承担产品的投资、兑付和风险管理责任。基金管理人承诺以诚实信用、勤勉尽责的原 ...

【导读】A股三大股指集体回调，CPO概念股上演"冰火两重天"，"易中天"大跌；新能源板块全面爆 发，旅游零售板块活跃 9月4日上午，A股主要股指集体回调。截至午间收盘，沪指跌1.97%至3738.32点，深证成指跌2.37%， 创业板指跌3.2%，科创50指数跌5.38%。 北证50指数逆市上涨0.58%。 微盘股指数涨1.32%。 沪深两市半日成交额为1.59万亿元，较上个交易日增加1427亿元。 全市场共2629只个股上涨，32只个股涨停，2606只个股下跌。 新能源板块全面爆发 锂电池指数大涨 9月4日上午，新能源板块爆发，多只新能源ETF霸榜，多只个股涨停。 动力电池指数、储能指数、锂电池指数一度大涨3%，截至午间收盘，分别上涨2.65%、2.32%、 1.43%。 亿纬锂能（300014）大涨6.17%，报67.96元/股，最新市值为1390亿元。 | 序号 | 名称 | 现价 | 涨跌幅 ▼ | 总市值 | 年初至今 | | --- | --- | --- | --- | --- | --- | | 7 | 天宏锂电 | 28.09 | 29.99% | 29亿 | 88.21% | | 2 | ...

转自：前瞻产业研究院 行业主要上市公司：源杰科技(688498.SH)、长光华芯(688041.SH)、光迅科技(002281.SZ)、仕佳光子 (688313.SH)、华工科技(000988.SZ)等 3、光电芯片企业总数较少 本文核心数据：企业数量，注册区域分布 1、市场主体类型构成 中国光芯片行业市场主体主要分为投资主体、经营主体、服务主体三大类，行业市场主体构成如下： | 市场主体类型 | 细分大类 | 细分小编 | 典型主体 | | --- | --- | --- | --- | | 投资主体(1) | 一 不用 | 非本行业企业 | 阿里、腾讯、小米等e | | | | 私募股权投资基金6 | 高瓴资本、鼎晖资本等e | | | | 网龄投资基金 创业投资基等。 | 红杉资本、深创投、IDG 资本等e | | | 政府(2 | 10 | 国资委等e | | 经营主体( | 本土企业( | 光芯片制造初创企业/光通信产业 内企业。 | 海信、光迅科技、仕佳光子等e | | | 海外企业 | 10 | Finisar、Lumentum、Oclaro 等 | | 服务主体(J | 行业协会 产业联 | ...

A股市场CPO概念股回调，其中，仕佳光子、天孚通信跌超10%，太辰光、新易盛跌超9%，中际旭创跌 超8%，通富微电、剑桥科技跌超7%，华工科技、长飞光纤跌超6%，锐捷网络、炬光科技、光迅科技、 德科立跌超5%。 责任编辑：栎树 | 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688313 | 仕佳光子 | | -10.69 | 338亿 | 349.85 | | 300394 | 天学通信 | | -10.05 | 1436亿 | 184.56 | | 300570 | 太辰光 | | -9.71 | 261亿 | 59.69 | | 300502 | 新易盛 | | -9.42 | 3328 Z | 307.30 | | 300308 | 中际旭创 | | -8.26 | 4344 Z | 217.84 | | 002156 | 通富微电 | 章 | -7.86 | 494亿 | 10.44 | | 603083 | 剑桥科技 | 1 | -7.09 | 210亿 | 94.06 | | 000988 ...

MACD金叉信号形成，这些股涨势不错！ 格隆汇9月4日｜A股市场CPO概念股回调，其中，仕佳光子、天孚通信跌超10%，太辰光、新易盛跌超 9%，中际旭创跌超8%，通富微电、剑桥科技跌超7%，华工科技、长飞光纤跌超6%，锐捷网络、炬光 科技、光迅科技、德科立跌超5%。 | 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688313 | 仕佳光子 | | -10.69 | 338亿 | 349.85 | | 300394 | 天学通信 | | -10.05 | 1436亿 | 184.56 | | 300570 | 太辰光 | | -9.71 | 261亿 | 59.69 | | 300502 | 新易盛 | | -9.42 | 3328亿 | 307.30 | | 300308 | 中际旭创 | | -8.26 | 4344 Z | 217.84 | | 002156 | 通富微电 | 师 | -7.86 | 494亿 | 10.44 | | 603083 | 剑桥科技 | 1 | -7.09 | 210亿 ...

Core Viewpoint - The article discusses the upcoming 2025 Shanghai Leading Industries and the 14th Pharmaceutical CEO Forum, highlighting the focus on innovation and global expansion of Chinese pharmaceutical companies [1]. Summary by Sections Event Overview - The event will take place on September 4-5, 2025, at the Mandarin Oriental Hotel in Pudong, Shanghai, featuring nearly a hundred executives from listed companies, including chairpersons, CEOs, and industry leaders [4]. Morning Sessions - The morning session on September 4 will include a keynote speech and several roundtable discussions focusing on topics such as the global expansion of Chinese pharmaceutical companies and the search for the next billion-dollar drug [4][5]. - Notable discussions will include: - "From Local Innovation to Global Leadership: The Era of Chinese Pharmaceutical Companies Going Abroad" [4]. - "The Birth of Big Drugs is the Future of Pharmaceuticals: Finding the Next Billion-Dollar Bomb" [4]. Afternoon Sessions - The afternoon will feature discussions on future disease areas and technologies worth exploring for pharmaceutical assets going abroad, as well as the new cycle of Chinese innovative drugs under global competition [5][6]. - Additional topics will cover advancements in drug development platforms and the emerging field of brain-machine interfaces [6]. TMT Forum - The TMT (Technology, Media, and Telecommunications) forum will also take place, discussing AI's impact on various industries, including gaming and healthcare [7][8]. - Key topics will include AI innovations in mobile internet ecosystems and the future of AI in healthcare [7]. Pharmaceutical Sub-Forum - The pharmaceutical sub-forum will address topics such as ADC technology exploration, probiotic delivery systems, and the future development paths of dual antibodies and XDC [8]. - Discussions will also focus on the integration of medical insurance and the innovative practices in building a multi-level medical security system in China [8].

New Stock Offerings - Fushun Special Steel (600399) has a tender offer period from August 12, 2025, to September 10, 2025[1] - ST Tianmao (000627) has a cash option declaration period from September 15, 2025, to September 19, 2025[1] - Tianpu Co., Ltd. (605255) announced significant trading activity on September 3, 2025[1] Market Volatility - Kaipu Cloud (688228) reported severe abnormal fluctuations on August 30, 2025[1] - Xinhua Jin (600735) experienced significant trading activity on August 30, 2025[1] - ST Chuntian (600381) had notable trading activity on September 3, 2025[1] Other Notable Announcements - ST Er Ya (600107) reported trading activity on September 3, 2025[1] - Shanghai Electric Power (600021) had significant trading activity on September 3, 2025[1] - ST Gao Hong (000851) reported trading activity on September 3, 2025[1]

三、基金发行情况 昨日有2只新基金发行，分别为：招商均衡优选混合A、招商均衡优选混合C，详情见下表： | 代码 | 基金名称 | | --- | --- | | 024027.OF | 招商均衡优选混合 | | 024028.OF | 招商均衡优选混合 | 一、证券市场回顾 南财金融终端数据显示，昨日（9月02日，下同）上证综指日内下跌0.45%，收于3858.13点，最高3885.31点；深证成指日内下跌2.14%，收于12553.84点，最 高12857.16点；创业板指日内下跌2.85%，收于2872.22点，最高2979.73点。 二、融资融券情况 昨日沪深两市的融资融券余额为22811.21亿元，其中融资余额22650.35亿元，融券余额160.85亿元。两市融资融券余额较前一交易日减少85.37亿元。分市场 来看，沪市两融余额为11692.6亿元，相较前一交易日减少25.08亿元；深市两融余额11118.61亿元，相较前一交易日减少60.29亿元。 两市共有3442只个股有融资资金买入，其中新易盛、中际旭创、胜宏科技排名前三，买入金额分别51.06亿元、50.48亿元、50.25亿元。融资买入额前 ...

Group 1 - The main stocks with significant capital outflow include Shanzi Gaoke (-8.24 billion), Xinyi Sheng (-5.19 billion), and Pacific (-4.83 billion) [1][2] - The sectors affected by the capital outflow include automotive, telecommunications, securities, and internet services [2][3] - Notable stock performances show that Shanzi Gaoke had a slight increase of 0.75%, while Longcheng Military Industry and Zhonghang Chengfei experienced declines of -4.87% and -8.12% respectively [2][3] Group 2 - The total capital outflow from the top 20 stocks indicates a trend of investors pulling back from certain sectors, particularly in specialized equipment and internet services [1][2] - Companies like Wan Tong Development and Liou Shares saw positive stock performance despite significant capital outflow, indicating potential resilience in the real estate and internet service sectors [2][3] - The data reflects a broader market sentiment where certain stocks are under pressure, leading to strategic shifts in investment focus [1][2]