| 证券代 | 证券简称 | 主力资金净流出 | 主力资金净流出金额 | 主力资金净流出比例 | 累计涨跌幅 | | --- | --- | --- | --- | --- | --- | | 码 | | 天数 | （亿元） | （%） | （%） | | 002131 | 利欧股份 | 9 | 35.14 | 7.09 | -14.55 | | 300450 | 先导智能 | 5 | 32.50 | 5.13 | 7.22 | | 002456 | 欧菲光 | 6 | 31.52 | 12.83 | -9.61 | | 002261 | 拓维信息 | 7 | 21.03 | 7.30 | -9.12 | | 000564 | 供销大集 | 9 | 20.80 | 9.57 | -11.26 | | 600895 | 张江高科 | 5 | 18.93 | 4.30 | 22.04 | | 002174 | 游族网络 | 21 | 17.31 | 10.69 | -32.37 | | 300548 | 长芯博创 | 7 | 15.22 | 8.29 | -14.79 | | 002031 | 巨轮智能 | 7 ...

Core Insights - The article highlights the significant growth and opportunities within the semiconductor industry, particularly focusing on companies that are integral to the Huawei HiSilicon ecosystem, which is experiencing a surge in demand for advanced chips and related technologies. Group 1: Key Companies and Their Roles - Longi Technology (600584) is a global leader in packaging and testing, uniquely handling the 4nm Chiplet packaging for Huawei's Kirin X90 chip, which enhances chip performance by three times. The new automotive-grade chip factory is expected to contribute 5 billion yuan in annual revenue, solidifying its dominance in advanced packaging [1]. - Tuo Wei Information (002261) is a major player in the AI server market with over 30% market share, deeply involved in Huawei's AI innovation centers across key sectors. The company has server orders booked until Q1 2026, indicating strong revenue visibility [2]. - Shenzhen Huaqiang (000062) serves as a key distributor for Huawei's entire product line, with a 120% year-on-year increase in sales of the Ascend 910B chip. The company is positioned to benefit from the explosive growth in Huawei's chip shipments [3]. - Chipone Technology (688521) provides essential IP cores for Huawei's Kirin and Ascend AI chips, contributing an estimated 1.5 billion yuan to revenue in 2025, which is over 30% of its total revenue [4]. - Tongfu Microelectronics (002156) is a primary packaging and testing provider for Ascend chips, with a projected 50% growth in AI packaging orders by 2025, benefiting from the mass production of Huawei's Chiplet architecture [5]. Group 2: Emerging Technologies and Market Trends - Runhe Software (300339) is a dual ecosystem partner for HarmonyOS and HiSilicon, with over 40% market share in smart terminal OS adaptation. The company is leveraging its collaboration with Huawei to enhance its product offerings in smart home and vehicle networking [6]. - Zhongke Chuangda (300496) is a core player in automotive-grade solutions, providing algorithm optimization for Huawei's AI chips, with a 61.54% market share in global in-car infotainment systems [7]. - North Huachuang (002371) is a leading equipment supplier for semiconductor manufacturing, providing critical etching and ALD equipment, with 35% of its products compatible with 5nm technology [8]. - Huazheng New Materials (603186) has developed a breakthrough material that replaces traditional substrates, achieving a 45% annual growth in semiconductor materials revenue [9]. - Liyuan Information (300184) has been a long-time agent for Huawei's chips, with a projected net profit increase of 43%-65% in Q1 2025, benefiting from the growing demand in IoT and industrial control sectors [10]. Group 3: Strategic Collaborations and Future Prospects - Skyworth Digital (000810) is a pioneer in implementing Huawei's StarFlash technology, significantly reducing latency in smart home devices, with a projected 200% growth in related orders by 2025 [11]. - Megmeet (002881) is a benchmark partner for Huawei's 5G modules, with a 217% increase in revenue from the new energy vehicle sector, indicating strong growth potential in the 5G and vehicle networking markets [12]. - Guangdian Yuntong (002152) is a leader in financial technology solutions based on Huawei's Ascend chips, with a revenue visibility of 1 billion yuan for 2025, focusing on digital transformation in finance [13]. - Jing Sai Technology is a core supplier of crystal oscillators for Huawei's 5G base station chips, with a 15% revenue contribution from the new energy vehicle sector [14]. - Feirongda (300602) specializes in thermal management solutions for Huawei's chips, with a projected 120% growth in automotive business revenue in 2024 [15].

Market Overview - The Shanghai Composite Index fell by 0.65% on September 26, with 10 industries experiencing gains, led by the petroleum and petrochemical sector with a rise of 1.17% and the environmental sector with a 0.38% increase [2] - The computer and electronics sectors faced the largest declines, with drops of 3.26% and 2.75% respectively, making the computer industry the worst performer of the day [2] Capital Flow Analysis - The main capital outflow from the two markets totaled 83.579 billion yuan, with 5 industries seeing net inflows. The automotive sector led with a net inflow of 0.882 billion yuan despite a 0.56% decline in its stock price [2] - The banking sector also saw a slight increase of 0.08% with a net inflow of 0.0566 billion yuan [2] - A total of 26 industries experienced net capital outflows, with the electronics sector leading at 29.836 billion yuan, followed by the computer sector with an outflow of 13.807 billion yuan [2] Computer Industry Performance - The computer industry saw a decline of 3.26% with a net capital outflow of 13.807 billion yuan, out of 335 stocks in the sector, only 37 stocks rose, and 2 stocks hit the daily limit [3] - Among the stocks with net inflows, Huijin Co. topped the list with a net inflow of 1.41 billion yuan, followed by Meiri Interactive and Dazhihui with inflows of 1.03 billion yuan and 0.645 billion yuan respectively [3] - The stocks with the largest capital outflows included Inspur Information, with an outflow of 1.730 billion yuan, followed by Tuo Wei Information and Unisplendour with outflows of 0.672 billion yuan and 0.504 billion yuan respectively [3][5] Capital Inflow and Outflow Rankings - **Top Inflow Stocks**: - Huijin Co. (2.91% increase, 141.02 million yuan inflow) - Meiri Interactive (0.35% increase, 102.72 million yuan inflow) - Dazhihui (0.32% increase, 64.50 million yuan inflow) [4] - **Top Outflow Stocks**: - Inspur Information (-5.34% decrease, -1.729 billion yuan outflow) - Tuo Wei Information (-5.47% decrease, -671.74 million yuan outflow) - Unisplendour (-5.01% decrease, -503.98 million yuan outflow) [5]

证券之星消息，9月26日软件开发板块较上一交易日下跌2.41%，合合信息领跌。当日上证指数报收于 3828.11，下跌0.65%。深证成指报收于13209.0，下跌1.76%。软件开发板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 60T8889 | 品客科技 | 70.68 | 20.00% | 1.05万 | 7388.38万 | | 688171 | 纬德信息 | 57.10 | 9.93% | 4.41万 | 2.43亿 | | 300209 | 有棵树 | 7.00 | 8.70% | 89.77万 | 6.05亿 | | 837592 | 华信永道 | 45.44 | 4.75% | - 3.18万 | 1.45亿 | | 300468 | 四方精创 | 39.09 | 1.98% | 51.08万 | 20.53亿 | | 300935 | 瘤建科 | 26.85 | 1.86% | 2.87万 | 7675.00万 | | 002987 | 京北方 | 21 ...

Group 1 - The China Securities Index for online consumption (931481) decreased by 1.85% as of September 26, 2025, with mixed performance among constituent stocks [1] - Wanrun Technology (002654) led the gains with an increase of 3.46%, while Jibite (603444) experienced the largest decline at 6.81% [1] - The online consumption ETF (159793) fell by 1.71%, with the latest price at 1.15 yuan, but showed a 2.19% increase over the past week [1] Group 2 - As of August 29, 2025, the top ten weighted stocks in the online consumption index accounted for 51.84% of the total index weight [2] - Tencent Holdings (00700) holds the highest weight at 9.65%, followed by Alibaba-W (09988) at 9.25% and Meituan-W (03690) at 8.37% [4] - Other notable stocks include Kuaishou-W (01024) at 6.05% and JD Health (06618) at 3.98% [4]

Group 1 - The event "Shining Stars, Creating the Future" focused on entrepreneurship in the field of intelligent computing, featuring guidance for university students from various institutions in Hunan Province [1][4] - Li Xinyu, founder and chairman of Tuowei Information, emphasized the importance of seizing opportunities in the AI era and encouraged students to enhance their learning abilities to adapt to future uncertainties [3][4] - The event attracted over 2.55 million participants from universities across the province, providing insights into entrepreneurship policies and practical experiences from mentors and experts [5] Group 2 - The Hunan Provincial Science and Technology Department highlighted the accelerating global technological revolution and the role of AI as a core driver of economic and social development [4] - Tuowei Information plans to focus on the "AI + Hongmeng" sector and establish the "Talkweb House" incubation platform to support student innovation and entrepreneurship [3] - The event included interactive sessions where students presented their entrepreneurial ideas, indicating a strong interest in integrating AI technologies into their projects [5]

Group 1 - The core message emphasizes that university students are in a transformative era where AI presents both challenges and significant opportunities for entrepreneurship [1][2] - The event "Shining Stars, Creating Future" aims to guide university students in entrepreneurship, featuring insights from various industry leaders [2][3] - The focus of the company,拓维信息, is on the "AI + HarmonyOS" sector, indicating a strategic direction towards innovation and global recruitment for students [2] Group 2 - The rapid advancement of technology and industrial transformation, particularly driven by AI, is highlighted as a key engine for economic and social development [3] - The provincial government aims to create a supportive environment for youth innovation and entrepreneurship through policy optimization and service enhancement [3] - The event attracted over 2.55 million participants from universities across Hunan, showcasing significant engagement in the entrepreneurial discourse [3]

Group 1 - The National Press and Publication Administration approved 145 domestic online games as of September 24, 2025, indicating a positive trend in the gaming industry [1] - The CSI Hong Kong-Shenzhen Online Consumption Theme Index (931481) rose by 0.51% as of September 25, 2025, with notable increases in stocks such as Perfect World (up 4.72%) and Kying Network (up 3.77%) [1] - The Online Consumption ETF Fund (159793) increased by 1.21%, reaching a latest price of 1.17 yuan, and has seen a cumulative rise of 4.81% over the past two weeks [1] Group 2 - As of August 29, 2025, the top ten weighted stocks in the CSI Hong Kong-Shenzhen Online Consumption Theme Index accounted for 51.84% of the index, with Tencent Holdings and Alibaba-W being the top two [2] - The weightings of the top ten stocks include Tencent Holdings at 9.65%, Alibaba-W at 9.25%, and Meituan-W at 8.37%, reflecting their significant influence on the index [4]

持股 5%以上的股东宋鹰先生保证向公司提供的信息内容真实、准确、完 整，没有虚假记载、误导性陈述或重大遗漏。 本公司及董事会全体成员保证公告内容与信息披露义务人提供的信息一 致。 拓维信息系统股份有限公司 证券代码：002261 证券简称：拓维信息 公告编号：2025-059 拓维信息系统股份有限公司 关于持股 5%以上股东权益变动触及 1%整数 倍的公告 拓维信息系统股份有限公司 拓维信息系统股份有限公司（以下简称"公司"）于 2025 年 8 月 9 日披露 了《关于持股 5%以上股东及部分董事、高级管理人员股份减持计划的预披露公 告》（公告编号：2025-048），公司股东宋鹰持有公司股份 90,706,405 股，占 公司总股本的 7.2003%。其计划自减持公告披露之日起 15 个交易日后的 3 个月 内（2025 年 9 月 1 日—2025 年 11 月 28 日）以集中竞价或大宗交易的方式合计 减持公司股份不超过 12,597,537 股（占公司总股本比例不超过 1.0000%）。 公司于近日收到股东宋鹰出具的《关于减持股份触及 1%整数倍的告知函》， 其于 2025 年 9 月 1 日至 2 ...

南财智讯9月24日电，拓维信息公告，公司股东宋鹰于2025年9月1日至2025年9月23日期间通过集中竞价 方式累计减持公司股份252.3万股，持股比例从7.20%降至7.00%，触及1%整数倍的变动。此次减持符合 此前披露的减持计划，未违反相关法律法规。宋鹰持有公司股份比例下降至7.00%，但未提及对公司控 制权的影响。根据2025年8月9日的公告，宋鹰计划在2025年9月1日至2025年11月28日期间减持不超过 1259.7537万股。 ...