（原标题：营业部最青睐个股曝光 10股净买入超亿元） 证券时报•数据宝统计，9月24日龙虎榜中营业部资金净买入12.89亿元，其中，净买入的个股21只，净卖出的个股21只。净买入较多个股分别是通 富微电、长川科技、红豆股份等，净买入金额占当日成交额比例达12.90%、3.17%、28.28%。此外，营业部净卖出居前个股分别为和而泰、泰慕 士、福龙马等，净卖出金额占当日成交额比例达3.65%、12.07%、2.04%。（数据宝） 点击查看所有龙虎榜数据 9月24日龙虎榜营业部净买卖个股排名 | 代码 | 简称 | 收盘价 | 涨跌幅(%) | 营业部 | 占当日 | | --- | --- | --- | --- | --- | --- | | | | （元） | | 净买卖（万元） | 成交额比(%) | | 002156 通富微电 | | 37.72 | 10.00 | 45682.58 | 12.90 | | 300604 长川科技 | | 96.32 | 20.00 | 35826.39 | 3.17 | | 600400 红豆股份 | | 3.83 | 10.06 | 27327.79 | 28.28 ...

所属行业来看，上述特大单净流入资金居前个股中，电子、电力设备、计算机行业最为集中，上榜个股 分别有22只、9只、8只。（数据宝） 特大单净流入资金排名 | 代码 | 简称 | 收盘价（元） | 涨跌幅（%） | 特大单净流入（亿元） | 行业 | | --- | --- | --- | --- | --- | --- | | 002371 | 北方华创 | 460.68 | 10.00 | 15.34 | 电子 | | 002156 | 通富微电 | 37.72 | 10.00 | 14.66 | 电子 | | 688981 | 中芯国际 | 134.98 | 5.03 | 14.56 | 电子 | | 300750 | 宁德时代 | 379.93 | 3.20 | 13.58 | 电力设备 | | 300274 | 阳光电源 | 154.20 | 7.43 | 12.69 | 电力设备 | | 600126 | 杭钢股份 | 10.43 | 10.02 | 12.04 | 钢铁 | | 000021 | 深科技 | 25.00 | 9.99 | 10.03 | 电子 | | 002230 | 科大讯飞 | ...

Group 1: Industry Overview - The report emphasizes that AI innovation is the core axis of the industry, with a focus on cyclical growth and domestic substitution [1][2] - The consumer electronics sector is expected to benefit from the recovery of the Apple supply chain and the demand for AI hardware [2][3] - The semiconductor industry is projected to see increased chip demand driven by AI hardware and opportunities for domestic substitution [2][3] Group 2: Consumer Electronics - Apple is expected to see a 10.5% year-on-year increase in iPhone sales in 2025, following a slight decline in 2024 [7][10] - The iPhone 17 series introduces significant innovations, including a new design and enhanced performance features [10][12] - Multiple Apple hardware products are anticipated to integrate AI capabilities, with potential new product launches in 2026 [12][15] Group 3: Semiconductor Sector - The semiconductor market is expected to recover, with global sales projected to reach approximately $626.87 billion in 2024, reflecting a 19% year-on-year growth [41][45] - AI hardware is driving demand for AI SoC chips, with companies in this space experiencing high growth in the first half of 2025 [2][46] - The domestic semiconductor market is expected to grow significantly, with a focus on high-value products like HBM and eSSD [2][3] Group 4: AI and Computing Power - The global investment in AI infrastructure remains high, with major companies like Microsoft, Google, and Amazon increasing their capital expenditures [20][22] - The AI server market is projected to grow rapidly, with an expected increase of nearly 28% in shipments in 2025 [32][35] - The introduction of new AI chips, such as NVIDIA's Rubin CPX, signifies a shift towards specialized AI computing [29][32] Group 5: Market Trends and Innovations - The AI glasses market is expected to grow significantly, with projections indicating a market size of over 120 billion yuan by 2030 [18][19] - The report highlights the importance of SoC performance upgrades in the evolution of AI glasses from display devices to interactive terminals [50][51] - The semiconductor industry is witnessing a trend towards ASICs, with a projected CAGR of 45-50% in the coming years [51][52]

Market Overview - On September 24, the Shanghai Composite Index rose by 0.83%, the Shenzhen Component Index increased by 1.8%, and the ChiNext Index climbed by 2.28% [2] - A total of 51 stocks appeared on the "Dragon and Tiger List" due to significant trading activity, with a net inflow of funds amounting to 5.15 billion yuan into Tongfu Microelectronics (002156.SZ) [2][4] Key Stocks - Tongfu Microelectronics saw the highest net buying amounting to 514.93 million yuan, representing 14.54% of its total trading volume, and its stock price increased by 10% with a turnover rate of 6.3% [4][6] - The stock with the highest net outflow was Kaimete Gas (002549.SZ), which experienced a net selling of 196.54 million yuan, accounting for 3.23% of its total trading volume, while its stock price rose by 3.86% [5][10] Institutional Activity - Institutions were active in 23 stocks on the Dragon and Tiger List, with a total net selling of 74.69 million yuan. Specifically, institutions net bought 12 stocks and net sold 11 stocks [6][12] - The stock with the highest net institutional buying was Huicheng Co., Ltd. (688403.SH), which rose by 15.84% and had a turnover rate of 10.08% [6][7] Northbound Capital - Northbound capital participated in 24 stocks on the Dragon and Tiger List, with a total net outflow of 505 million yuan. The Shanghai Stock Connect saw a net buying of 6 stocks and a net selling of 3 stocks, while the Shenzhen Stock Connect had a net buying of 5 stocks and a net selling of 10 stocks [10][12] - The stock with the highest net buying from northbound capital was Heertai (002402.SZ), with a net inflow of 325 million yuan, representing 2.21% of its total trading volume [10][13] Summary of Institutional and Northbound Capital Actions - Both institutions and northbound capital jointly net bought Heertai and Enjie Co., Ltd. while jointly net sold Deep Technology, Kaimete Gas, and others [12][13] - There were divergences in actions for stocks like Wanma Co., Ltd. and North China Innovation, where institutions sold while northbound capital bought [12][13]

Market Overview - On September 24, the Shanghai Composite Index rose by 0.83%, the Shenzhen Component Index increased by 1.80%, and the ChiNext Index gained 2.28%. The total trading volume in the Shanghai and Shenzhen markets reached 2.33 trillion yuan, with over 4,400 stocks rising across the market [1]. Sector Performance - The semiconductor, photolithography, and energy metal sectors experienced significant gains, while the tourism sector saw the largest declines [1]. Focus Stocks - The entire chip industry chain saw a surge, with notable performances from Huasoft Technology (4 consecutive gains), Sunflower (20% increase for 3 consecutive days), and Changchuan Technology (20% increase for 2 consecutive days) [3]. - The robotics concept stocks were also active, with Hongdou Co. achieving 5 gains in 4 days, Lianmei Holdings with 3 consecutive gains, and Yingfeng Co. with 2 consecutive gains [3]. Key Stock Data - Notable stocks included: - Sunflower (20.03% increase, price 8.57 yuan) with plans to acquire semiconductor assets [4] - Shenkong Fanfang (20.01% increase, price 44.51 yuan) focusing on large-diameter silicon materials [4] - Shangwei New Materials (20% increase, price 110.08 yuan) involved in strategic asset transfers [4] - United Chemical (20% increase, price 104.40 yuan) specializing in photolithography and material etching [4] - Jiangfeng Shenzi (20% increase, price 98.82 yuan) recognized as a leader in target materials [4] Trading Dynamics - The top net buying stocks on the day included Tongfu Microelectronics, Hongdou Co., and Enjie Co., with net purchases of 515 million yuan, 273 million yuan, and 252 million yuan respectively [5]. - The top net selling stocks included Kaimeite Gas, Changchuan Technology, and Heertai, with net sales of 197 million yuan, 193 million yuan, and 158 million yuan respectively [6]. Institutional Activity - Institutional net buying was significant in stocks like Huicheng Co. (+15.84%), Northern Huachuang (+10%), and Lixing Co. (+14.78%) [8]. - Conversely, stocks like Changchuan Technology and Kaimeite Gas saw substantial net selling from institutions [9]. Summary of Key Stocks - Tongfu Microelectronics closed at 37.72 yuan, with a 10% increase and a trading volume of 35.43 billion yuan [10]. - Hongdou Co. closed at 3.83 yuan, with a 10.06% increase and a trading volume of 9.66 billion yuan [11]. - Enjie Co. closed at 44.59 yuan, with a 9.99% increase and a trading volume of 16.47 billion yuan [13].

9月24日，上证指数上涨0.83%，深证成指上涨1.8%，创业板指上涨2.28%。盘后龙虎榜数据显示，共有 51只个股因当日异动登上龙虎榜，资金净流入最多的是通富微电（002156.SZ），达5.15亿元。 据21投资通智能监测，23只个股龙虎榜出现了机构的身影，北向资金参与龙虎榜中的个股共涉及24只。 5.15亿资金抢筹通富微电，1.97亿资金出逃凯美特气 机构净买入12股，净卖出11股 9月24日，23只个股龙虎榜出现了机构的身影，机构合计净卖出7469.49万元。具体来看，机构净买入12 股，净卖出11股。 其中，机构净买入金额最多的是汇成股份（688403.SH），当日收盘上涨15.84%，换手率为10.08%。 51只上榜的龙虎榜个股中，23只个股被净买入，28只个股被净卖出。其中，资金净买入最多的是通富微 电，达5.15亿元，占总成交金额的14.54%。通富微电当日收盘上涨10%，换手率为6.3%。 | 名称 | 涨跌幅 | 戊席榜净买 额(万元 | 净买额占 | 换手率 | 解读 | | --- | --- | --- | --- | --- | --- | | | | | 总成交比 | | | ...

Group 1 - The semiconductor sector in China's A-shares has shown strong performance, with a daily increase of 4.39% and a cumulative weekly rise of over 8%, outperforming the Shanghai Composite Index [1] - Several stocks, including ShenGong Co., Jiangfeng Electronics, and Changchuan Technology, reached their daily price limits, with some recording approximately 20% gains [1] - The positive performance of the semiconductor sector is attributed to multiple favorable factors, including supportive government policies and increased demand and capital investment in the industry [1] Group 2 - Alibaba's CEO announced a three-year plan to invest 380 billion yuan in artificial intelligence infrastructure, indicating significant capital commitment to the AI sector [1] - The overall performance of major A-share indices was positive, with the Shanghai Composite Index rising by 0.83%, the Shenzhen Component Index by 1.8%, and the ChiNext Index by 2.28% [2] - The total trading volume in the Shanghai and Shenzhen markets was approximately 23.268 billion yuan, a decrease of about 1.676 billion yuan compared to the previous trading day [2]

Core Viewpoint - The main focus of the article is on the significant inflow of capital into various leading stocks and sectors, highlighting the strong performance of certain industries and individual companies in the market. Group 1: Market Overview - On September 24, the net outflow of main capital in the Shanghai and Shenzhen markets was 279 million yuan, with the ChiNext board seeing a net inflow of 4.43 billion yuan and the CSI 300 index stocks experiencing a net inflow of 8.09 billion yuan [2] - Among the 28 industries tracked, the power equipment, electronics, media, computer, and real estate sectors had the highest gains, all exceeding 2% [2] - A total of 12 industries received net inflows of main capital, with the power equipment and electronics sectors leading with inflows exceeding 2.8 billion yuan each [2] Group 2: Leading Stocks - Four leading stocks saw net inflows exceeding 1 billion yuan, with the energy storage leader, Sungrow Power Supply, receiving a net inflow of 1.41 billion yuan, marking the highest inflow since July 7, 2022 [3] - The semiconductor sector also performed well, with Tongfu Microelectronics and Northern Huachuang seeing net inflows of 1.19 billion yuan and 1.09 billion yuan, respectively [4] - The lithium battery leader, CATL, experienced a net inflow of 1.068 billion yuan [5] Group 3: Capital Flow Dynamics - The tail-end capital inflow for the day was 5.663 billion yuan, with the ChiNext board contributing 2.573 billion yuan and the CSI 300 index stocks contributing 2.941 billion yuan [9] - Notable tail-end inflows included CATL, Sungrow Power Supply, and Inspur Information, with inflows of 507 million yuan, 398 million yuan, and 376 million yuan, respectively [11] - Conversely, stocks like Heertai saw a significant net outflow of 1.836 billion yuan, leading the outflows for the day [6][13]

Group 1: Market Activity - 28 stocks had closing orders exceeding 100 million yuan, indicating strong market interest [2] - The top three stocks by closing order volume were 蓝丰生化 (51.82 million hands), 启迪环境 (36.68 million hands), and 华软科技 (33.88 million hands) [2] - The top three stocks by closing order amount were 北方华创 (874 million yuan), 通富微电 (603 million yuan), and 张江高科 (503 million yuan) [2] Group 2: Company Performance - 北方华创 reported a revenue of 16.142 billion yuan for the first half of 2025, a year-on-year increase of 29.51%, with a net profit of 3.208 billion yuan, up 14.97% [3] - 华软科技 is focusing on the light-sensitive resin business, currently producing light-initiators in small batches based on customer orders [7] - 张江高科 achieved a contract sales area of 36,300 square meters in the first half of 2025, with a contract sales amount of 1.129 billion yuan, reflecting a year-on-year increase of 55.43% [9] Group 3: Sector Trends - The semiconductor sector saw a surge in stock prices, with companies like 神工股份, 江丰电子, and 通富微电 experiencing significant gains [4] - The光刻胶 sector is also witnessing growth, with companies like 联合化学 and 华软科技 leading in the market [7] - The real estate sector is active, with stocks like 渝开发 and 张江高科 showing strong performance in sales and project development [9] Group 4: Investment Activity - Eight stocks on the龙虎榜 had net purchases exceeding 100 million yuan, with 通富微电 leading at 515 million yuan [11] - Institutional buying was notable in stocks like 汇成股份 and 北方华创, indicating strong interest from institutional investors [11]

Group 1 - The stock of Tongfu Microelectronics reached its daily limit, with a turnover rate of 6.30% and a transaction amount of 3.543 billion yuan, showing a fluctuation of 7.74% [2] - The stock was listed on the Shenzhen Stock Exchange due to a daily price deviation of 8.44%, with net purchases from the Shenzhen Stock Connect amounting to 58.1028 million yuan [2] - The top five trading departments accounted for a total transaction amount of 1.152 billion yuan, with a net purchase of 515 million yuan [2] Group 2 - The main capital inflow for the stock was 1.273 billion yuan, with a significant single net inflow of 1.466 billion yuan, while large single funds saw a net outflow of 193 million yuan [2] - The latest margin trading balance for the stock was 2.743 billion yuan, with a financing balance of 2.719 billion yuan and a margin balance of 23.8991 million yuan [2] - Over the past five days, the financing balance increased by 90.9523 million yuan, representing a growth of 3.46% [2]