证券之星消息，9月11日汽车零部件板块较上一交易日上涨1.73%，隆盛科技领涨。当日上证指数报收于 3875.31，上涨1.65%。深证成指报收于12979.89，上涨3.36%。汽车零部件板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603179 新泉股份 | | 1.38亿 | 5.70% | -1.60 Z | -6.62% | 2235.13万 | 0.92% | | 000887 | 中鼎股份 | 1.37 Z | 9.09% | -3267.03万 | -2.16% | -1.05亿 | -6.93% | | 300547 川环科技 | | 8614.79万 | 8.53% | -475.81万 | -0.47% | -8138.98万 | -8.06% | | 002190 成飞集成 | | 7777.23万 | 8.69% | -800.82万 | -0.89% | -6976. ...

证券代码：002190 证券简称：成飞集成 公告编号：2025-043 一、网上集体接待日及半年度报告业绩说明会相关安排 如因行程安排有变，出席人员可能会有调整。 二、投资者问题征集及方式 为充分尊重投资者，提升交流的针对性，现就公司 2025 年半年度报告业绩说明 会提前向投资者公开征集问题，广泛听取投资者的意见和建议。投资者可于 2025 年 stock@cac-citc.cn，公司将在 2025 年半年度报告业绩说明会上对投资者普遍关注的问 题进行回答。 四川成飞集成科技股份有限公司 关于参加四川辖区 2025 年投资者网上集体接待日及 半年度报告业绩说明会的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 四川成飞集成科技股份有限公司（以下简称"公司"）2025 年半年度报告已于 加由四川省上市公司协会、深圳市全景网络有限公司联合举办的"四川辖区 2025 年 投资者网上集体接待日及半年度报告业绩说明会"活动，现将相关事项公告如下： 欢迎广大投资者积极参与！ 特此公告。 四川成飞集成科技股份有限公司董事会 ...

证券代码：002190 证券简称：成飞集成 公告编号：2025-043 四川成飞集成科技股份有限公司 关于参加四川辖区 2025 年投资者网上集体接待日及 半年度报告业绩说明会的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记 载、误导性陈述或重大遗漏。 四川成飞集成科技股份有限公司（以下简称"公司"）2025 年半年度报告已于 2025 年 8 月 27 日披露。为使广大投资者更加全面、深入地了解公司情况，公司将参 加由四川省上市公司协会、深圳市全景网络有限公司联合举办的"四川辖区 2025 年 投资者网上集体接待日及半年度报告业绩说明会"活动，现将相关事项公告如下： 为充分尊重投资者，提升交流的针对性，现就公司 2025 年半年度报告业绩说明 会提前向投资者公开征集问题，广泛听取投资者的意见和建议。投资者可于 2025 年 9 月 10 日（星期三）15:00 前将有关问题通过电子邮件的形式发送至公司邮箱： stock@cac-citc.cn，公司将在 2025 年半年度报告业绩说明会上对投资者普遍关注的问 题进行回答。 欢迎广大投资者积极参与！ 特此公告。 四川成飞集成科技股份 ...

Group 1 - The company Chengfei Integration has experienced a significant decline, with a drop limit reached and two consecutive trading days of losses [1] - The cumulative decline over the past two days amounts to 18.99% [1]

Core Insights - On September 3, the Shanghai Composite Index fell by 1.16%, with institutional investors appearing on the trading lists of 26 stocks, net buying 13 and net selling 13 [1][2]. Institutional Trading Summary - The stock with the highest net buying from institutional seats was Chenxin Pharmaceutical, which closed at the daily limit with a gain of 10.02% and a turnover rate of 5.97%, with a total transaction amount of 696 million yuan. Institutional seats accounted for a net purchase of 115.76 million yuan [2][5]. - Xiaocheng Technology saw a decline of 3.46% and a high turnover rate of 33.97%, with a total transaction amount of 1.812 billion yuan. Institutional seats net bought 110.91 million yuan, but the stock experienced a net outflow of 70.78 million yuan [2][5]. - Airo Energy rose by 19.15% with a turnover rate of 10.07% and a transaction amount of 707 million yuan. Institutional seats net bought 72.55 million yuan, while there was a net outflow of 44.77 million yuan [3][5]. Performance of Net Bought Stocks - Stocks with net institutional buying averaged a gain of 7.73%, outperforming the Shanghai Composite Index. Notable performers included Kexin Machinery and Shangneng Electric, both closing at the daily limit [3][4]. - The probability of stocks with net institutional buying rising the next day is 48.60%, with a 46.11% chance of outperforming the index [3]. Performance of Net Sold Stocks - The stock with the highest net selling by institutions was Julun Intelligent, which had a turnover rate of 32.87% and a net selling amount of 98.80 million yuan. The stock experienced a net outflow of 727 million yuan [3][5]. - Fourchuang Electronics and Chengfei Integration also saw significant net selling, with net outflows of 72.35 million yuan and 73.89 million yuan, respectively [4][5]. Stock Connect Activity - On September 3, 21 stocks on the trading list had either Shanghai or Shenzhen Stock Connect participation, with net buying seen in stocks like Yanshan Technology and Sanwei Communication, amounting to 280 million yuan and 114 million yuan, respectively [7][8]. - Notable net selling included Huasheng Technology and Chenxin Pharmaceutical, with net selling amounts of 270 million yuan and 54.72 million yuan, respectively [7][8].

Market Overview - On September 3, the total trading volume of the Shanghai and Shenzhen stock markets was 2.36 trillion yuan, a decrease of 510.9 billion yuan compared to the previous trading day [1] - The sectors that saw gains included photovoltaic, precious metals, fentanyl, BC batteries, and gaming, while military equipment, small metals, securities, satellite navigation, and software development experienced significant declines [1] Stock Performance - Notable stocks with significant gains included: - Dajin Banjia (605255) with a 10.00% increase, reaching a price of 62.81 yuan, driven by the acquisition of Zhonghao Xinying and automotive components, marking its 9th consecutive rise [2] - Changfei Optical Fiber (601869) also rose by 10.00% to 91.06 yuan, supported by developments in hollow core fibers and its semi-annual report, achieving 5 rises in 8 days [2] - Other notable performers included Jishi Media (626109) with a 9.94% increase, Bojie Co. (002975) with a 10.00% increase, and Xibu Gold (690109) with a 10.00% increase [2] Trading Dynamics - The top three net purchases on the day were: - Yanshan Technology with a net purchase of 639 million yuan [4] - Sudavige with a net purchase of 163 million yuan [4] - Taihe Technology with a net purchase of 150 million yuan [4] - Conversely, the top three net sales were: - Huasheng Tiancai with a net sale of 371 million yuan [5] - Julu Intelligent with a net sale of 268 million yuan [5] - Chengfei Integration with a net sale of 97.49 million yuan [5] Sector Highlights - Yanshan Technology reported a 9.07% increase in stock price, with a trading volume of 160.57 billion yuan and a turnover rate of 32.05% [4] - Sudavige's stock rose by 11.00%, with a trading volume of 23.59 billion yuan and a turnover rate of 35.81% [10] - Taihe Technology achieved a trading volume of 10.15 billion yuan, with a significant focus on solid-state batteries and photolithography [17] Institutional Activity - Institutional investors showed strong interest in several stocks, with notable net purchases in: - Yanshan Technology with 280 million yuan [19] - Sudavige with 357.96 million yuan [20] - Conversely, significant net sales were observed in stocks like Julu Intelligent and Chengfei Integration, indicating a shift in institutional sentiment [6][22]

Group 1 - Chengfei Integration (002190) experienced a limit down on September 3, with a trading volume of 1.774 billion yuan and a turnover rate of 11.00% [1] - The post-market data from the Longhu list indicates that the Shenzhen Stock Connect special seat bought 32.3068 million yuan and sold 67.2929 million yuan, resulting in a net sell of 73.8894 million yuan by one institutional special seat [1]

Group 1 - The Chengfei concept sector experienced a decline of 4.76% as of the market close on September 3, with several stocks, including Lijun Co. and Chengfei Integration, hitting the daily limit down [1][2] - Major stocks within the Chengfei concept that faced significant declines include AVIC Chengfei, Aileda, and Haige Communication, which had the largest drops in the sector [1][2] - The sector saw a net outflow of 1.875 billion yuan in capital, with 35 stocks experiencing net outflows, and 8 stocks seeing outflows exceeding 50 million yuan [2][3] Group 2 - The stock with the highest net outflow was AVIC Chengfei, which had a net outflow of 529 million yuan and a decline of 14.34% [2][3] - Other notable stocks with significant net outflows include Haige Communication and Chengfei Integration, with net outflows of 272 million yuan and 271 million yuan, respectively [2][3] - In contrast, stocks such as Tianyi New Materials and *ST Lihang saw net inflows of 3.99 million yuan and 2.20 million yuan, respectively [2][3]

Core Viewpoint - Chengfei Integration experienced a limit down on September 3, with a trading volume of 1.774 billion yuan and a turnover rate of 11.00% [1] Trading Activity - The data from the post-market dragon and tiger list indicates that the Shenzhen Stock Connect special seat bought 32.3068 million yuan and sold 67.2929 million yuan [1] - One institutional special seat had a net sell of 73.8894 million yuan [1]

Group 1 - The concept of Chengfei is experiencing a downturn, with Chengfei Integration hitting the daily limit down [1] - Other companies such as AVIC Chengfei, Zhong Wulian, Aileda, Qifeng Precision, Zhongguang Lightning Protection, and Guangyun Da are also seeing declines [1]