一、【早盘盘面回顾】 智通财经9月23日讯，市场早盘震荡走弱，盘中集体翻绿，全市场超4900只个股下跌。沪深两市半日成 交额1.7万亿，较上个交易日放量3539亿。从板块来看，银行股集体上涨，南京银行一度涨超5%。半导 体产业链延续强势，长川科技20cm涨停，立昂微涨停，华软科技3连板。港口航运板块逆势活跃，南京 港、宁波海运双双涨停。下跌方面，旅游股集体大跌，云南旅游跌停。截至收盘，沪指跌1.23%，深成 指跌1.84%，创业板指跌1.75%。 个股来看，今日早盘涨停数量为37家（不包括ST及未开板新股），封板率为76%，连板股数量为14家， 杭电股份6连板，福龙马、天普股份4连板，华软科技、贵广网络3连板，大洋电机、和而泰、蓝丰生 化、盈趣科技、永鼎股份、联美控股、大众公用、浙江仙通、超讯通信2连板。 板块上，银行股集体走强，南京银行、厦门银行、农业银行、建设银行涨超3%，工商银行、齐鲁银 行、苏州银行跟涨。 | 银行 +1.25% + 自选 | | | | --- | --- | --- | | 股票池 | 产业链 | 未上市公司 | | 简称 领涨次数 4 流通市值 4 | | 现价 4 涨跌幅↓ | ...

Market Overview - The Shanghai Composite Index fell by 1.23% today, with a trading volume of 1,083.14 million shares and a transaction value of 17,135.39 billion yuan, an increase of 26.47% compared to the previous trading day [1]. Industry Performance - Among the industries, the banking sector had the highest increase, up by 2.15%, with Nanjing Bank leading at a rise of 4.30% [1]. - The computer, social services, and comprehensive sectors experienced the largest declines, down by 3.74%, 3.73%, and 3.57% respectively [1][2]. Detailed Industry Data - **Banking**: +2.15%, transaction value 315.69 billion yuan, up 126.85% from the previous day, led by Nanjing Bank (+4.30%) [1]. - **Coal**: -0.02%, transaction value 103.20 billion yuan, up 34.02%, led by Antai Group (-5.22%) [1]. - **Utilities**: -0.28%, transaction value 229.25 billion yuan, up 23.66%, led by Jingyuntong (-5.99%) [1]. - **Oil & Petrochemicals**: -0.50%, transaction value 60.02 billion yuan, up 20.24%, led by Yueyang Xingchang (-4.60%) [1]. - **Transportation**: -0.91%, transaction value 224.70 billion yuan, up 20.14%, led by Jushen Co. (-9.87%) [1]. - **Food & Beverage**: -1.10%, transaction value 205.01 billion yuan, up 31.81%, led by Ziyan Food (-5.40%) [1]. - **Construction & Decoration**: -1.12%, transaction value 252.99 billion yuan, up 18.05%, led by Yabo Co. (-6.56%) [1]. - **Household Appliances**: -1.30%, transaction value 315.39 billion yuan, up 10.99%, led by Greer (-8.21%) [1]. - **Power Equipment**: -1.48%, transaction value 1,861.78 billion yuan, up 44.25%, led by Daqian Energy (-7.29%) [1]. - **Automotive**: -1.52%, transaction value 1,037.23 billion yuan, up 20.58%, led by Shanghai Wumao (-9.93%) [1]. - **Textiles & Apparel**: -1.58%, transaction value 128.03 billion yuan, up 15.04%, led by Sanfu Outdoor (-5.97%) [1]. - **Agriculture, Forestry, Animal Husbandry, and Fishery**: -1.65%, transaction value 121.46 billion yuan, up 11.51%, led by Aonong Biological (-6.99%) [1]. - **Non-Bank Financials**: -1.72%, transaction value 431.67 billion yuan, up 55.06%, led by Yalian Development (-5.63%) [1]. - **Environmental Protection**: -1.75%, transaction value 151.27 billion yuan, up 35.24%, led by Henghe Co. (-10.64%) [1]. - **Construction Materials**: -2.28%, transaction value 116.54 billion yuan, up 18.34%, led by Gongyuan Co. (-6.75%) [1]. - **Nonferrous Metals**: -2.36%, transaction value 761.40 billion yuan, up 20.71%, led by Tengyuan Cobalt (-6.04%) [1]. - **Media**: -2.36%, transaction value 390.38 billion yuan, up 24.71%, led by Jinyi Film (-8.95%) [1]. - **Beauty & Personal Care**: -2.50%, transaction value 30.26 billion yuan, up 30.69%, led by Huaye Fragrance (-4.78%) [1]. - **Defense & Military**: -2.52%, transaction value 384.06 billion yuan, up 22.18%, led by ST Sicor (-11.43%) [1]. - **Telecommunications**: -2.54%, transaction value 1,124.99 billion yuan, up 29.44%, led by Dekeli (-14.18%) [1]. - **Electronics**: -2.56%, transaction value 3,735.81 billion yuan, up 19.69%, led by Zhixin Electronics (-10.74%) [1]. - **Machinery Equipment**: -2.65%, transaction value 1,391.63 billion yuan, up 24.55%, led by Huizhong Co. (-10.29%) [1]. - **Basic Chemicals**: -2.66%, transaction value 645.44 billion yuan, up 13.75%, led by Dingjide (-7.52%) [1]. - **Steel**: -2.78%, transaction value 68.00 billion yuan, down 2.07%, led by Shougang Co. (-5.26%) [1]. - **Light Industry Manufacturing**: -2.80%, transaction value 174.20 billion yuan, up 4.62%, led by Haotaitai (-10.01%) [1]. - **Pharmaceuticals & Biotechnology**: -3.02%, transaction value 805.28 billion yuan, up 33.02%, led by Kangle Weishi (-12.10%) [1]. - **Real Estate**: -3.17%, transaction value 252.56 billion yuan, up 13.91%, led by Electronic City (-9.86%) [1]. - **Commerce & Retail**: -3.57%, transaction value 38.87 billion yuan, up 81.17%, led by Nanjing Business Travel [2]. - **Social Services**: -3.73%, transaction value 151.27 billion yuan, up 0.36%, led by Yunnan Tourism (-10.01%) [2]. - **Computers**: -3.74%, transaction value 1,426.22 billion yuan, up 34.17%, led by ST Chuangyi (-19.97%) [2].

Core Viewpoint - The A-share market is experiencing a significant downturn, with high-profile stocks collectively plummeting, indicating a potential shift in market sentiment and investor confidence [2][3][10]. Market Overview - On September 23, the A-share market saw the Shanghai Composite Index drop by 1.05%, with over 4,900 stocks declining [3][4]. - The trading volume reached 502.78 billion, with a notable decline in major indices such as the Shenzhen Component and ChiNext [6][10]. Sector Performance - The semiconductor equipment sector showed resilience, with stocks like Changchuan Technology hitting a 20% limit up, driven by strong demand in the semiconductor industry [8][13]. - Conversely, sectors such as catering and tourism faced significant declines, with many stocks in these categories experiencing sharp drops [8][10]. Notable Stocks - Changchuan Technology projected a net profit of 827 million to 877 million for the first three quarters of 2025, marking a year-on-year increase of 131.39% to 145.38% due to robust market demand [15][22]. - High-profile stocks like Shoukai Co., Yunnan Tourism, and Xiangjiang Holdings faced trading halts, indicating a severe market reaction [17][19]. Hong Kong Market - The Hong Kong market also experienced fluctuations, with major companies like NIO and Baidu seeing declines of over 5%, reflecting broader market trends [10][11].

Market Overview - The A-share market experienced a significant decline on September 23, with the Shanghai Composite Index dropping by 1.05% and over 4,900 stocks declining [2][5] - The total trading volume reached 502.78 billion CNY, with a predicted trading volume of 2.73 trillion CNY, an increase of 584.8 billion CNY [5] Index Performance - The Shanghai Composite Index closed at 3,788.26, down from a previous high of 3,838.61, marking a near 20-day decline of 2.07% [3][5] - Other indices such as the Shenzhen Component and ChiNext also saw declines of 1.08% and 0.67% respectively [5] Sector Performance - The semiconductor equipment sector showed positive performance, with notable gains in stocks like Changchuan Technology, which surged by 20% [6][10] - Conversely, sectors such as catering and tourism, as well as retail and real estate, faced downward pressure, with over 4,500 stocks declining [6][12] Notable Stocks - Changchuan Technology projected a net profit of 827 million to 877 million CNY for the first three quarters of 2025, representing a year-on-year increase of 131.39% to 145.38% [10][11] - High-profile stocks like NIO and Baidu saw declines exceeding 5%, while JD.com dropped over 3% [8][9] High-Profile Stock Movements - Tianpu Co. achieved a 15-day consecutive limit-up, with a cumulative increase of 279.73% over the past 14 trading days [12][16] - Other stocks such as Shoukai Co. and Yunnan Tourism faced limit-down situations, indicating significant market volatility [12][14]

曲江文旅此前3日收获两个涨停板，公司日前提示，公司目前生产经营活动正常，未发生重大变化。经 自查，截至公告披露日，未发现可能对公司股票交易价格产生影响的媒体报道或市场传闻。 值得注意的是，云南旅游此前已连续4个交易日涨停。公司22日晚间提示，全资子公司深圳华侨城文化 旅游科技集团有限公司（以下简称"文旅科技"）与浙江人形机器人创新中心有限公司签署战略合作协 议，致力于推动机器人产品在文旅场景的落地应用。但公司目前尚不具备机器人整机设计或生产能力。 文旅科技与浙江人形机器人创新中心有限公司的合作尚处于前期阶段，该事项预计对公司当期损益不会 产生重大影响，后期能否顺利落地推进存在不确定性。此外，公司2025年半年度实现营业收入1.17亿 元，同比下降61.22%；归属于上市公司股东的净利润为-9691.99万元，同比下降110.85%；公司提醒广 大投资者注意公司经营业绩风险。 旅游出行板块23日盘中大幅下探，截至发稿，云南旅游、曲江文旅跌停，桂林旅游、西藏旅游、西安旅 游、华天酒店等跌超8%。 ...

Group 1 - The tourism sector experienced a collective decline on September 23, with significant drops in stock prices [1] - Yunnan Tourism hit the daily limit down, while Qujiang Cultural Tourism also reached the limit down [1] - Other companies such as Guilin Tourism, Huaten Hotel, Tibet Tourism, Xi'an Tourism, and Xi'an Catering saw declines exceeding 7% [1]

Group 1 - A-share tourism and hotel concept stocks experienced a decline at the beginning of trading on September 23, with Yunnan Tourism dropping over 8% [1] - Tibet Tourism and Guilin Tourism fell by more than 6% [1] - Xi'an Catering and Huaten Hotel decreased by nearly 5% [1]

Group 1 - Tianpu Co., Ltd. (天普股份) experienced a limit-up in trading, marking its 14th consecutive trading day of gains [1] - Shouke Co., Ltd. (首开股份), a robotics concept stock, achieved a 12th consecutive gain over 14 days [1] - Yunnan Tourism (云南旅游) opened lower by 3.58% while Fulongma (福龙马) opened higher by 2.12% [1] Group 2 - Low-priced stock Shanzi Gaoke (山子高科) opened higher by 4.93% after 6 gains over 7 days [1] - Hongdou Co., Ltd. (红豆股份) opened higher by 7.65% after 3 consecutive gains [1] - Hangzhou Dianzi (杭电股份), part of the computing power industry chain, opened flat, while Guiguang Network (贵广网络) opened higher by 10.01% [1] Group 3 - Kaimeteqi (凯美特气), a photolithography machine concept stock, opened lower by 0.66% after 3 gains over 4 days [1] - Huasoft Technology (华软科技) achieved a limit-up in trading [1] - Sea Owl Co., Ltd. (海鸥股份), part of the liquid cooling IDC concept, opened higher by 3.20% after 3 gains over 4 days [1]

格隆汇9月22日丨云南旅游(002059.SZ)公布股票交易异常波动公告，近期，公司全资子公司文旅科技与 浙江人形机器人创新中心有限公司签署战略合作协议，双方将围绕三大方向深化合作：一是共建联合创 新实验室，组建联合研发团队，聚焦文旅场景机器人核心技术研发，攻克高动态全身协同控制、多模态 空间智能感知、情境化拟人交互等关键技术难题；二是推动机器人产品在文旅场景的落地应用，重点开 发适用于主题公园、景区的机器恐龙、互动NPC机器人，以及提升游客体验的零售服务机器人，并推动 研发成果在文旅行业落地；三是建立人才交流与联合培养机制，共同培育文旅机器人领域专业人才，为 行业发展注入新动能。公司全资子公司文旅科技与浙江人形机器人创新中心有限公司签署战略合作协 议，致力于推动机器人产品在文旅场景的落地应用。但公司目前尚不具备机器人整机设计或生产能力。 ...

公司全资子公司文旅科技与浙江人形机器人创新中心有限公司的合作尚处于前期阶段，该事项预计对公 司当期损益不会产生重大影响，后期能否顺利落地推进存在不确定性。 智通财经APP讯，云南旅游(002059 .SZ)公告称，公司全资子公司深圳华侨城文化旅游科技集团有限公 司(简称"文旅科技")与浙江人形机器人创新中心有限公司签署战略合作协议，致力于推动机器人产品在 文旅场景的落地应用。但公司目前尚不具备机器人整机设计或生产能力。 ...