星标 ★ IPO日报 精彩文章第一时间推送 9 月22日，上海天气晴好，许多投资者怀着愉悦的心情等着股市开张。 制图：佘诗婕 " 去怼和而泰（002402）吧。"上周末的晚上，投资者"遇见你是如此美好"对笔者表示，这个星期一她准备大投和而泰。不过，令"遇见你 是如此美好"有些失望的是，和而泰股价开盘涨停，目前来看，她买入的机会不大。 "遇见你是如此美好"之所以表示要买入和而泰，一个重要的原因是，被誉为"中国英伟达"的GPU芯片公司摩尔线程（有投资者称之为"摩 王"），即将在9月26日迎来上交所科创板IPO上会审议，而和而泰是它的小股东，拥有一个多点的股份占比。和而泰因此被投资者称为"摩 尔线程"概念股，据了解，它是目前A股上市公司中和"摩王"关系最直接的公司之一。 盈趣科技和中科蓝讯都是直接持股，其中盈趣科技迅 速上板，中午蓝讯截至午盘上涨15.45%。 虽然"摩王"前景不可限量，但投资者也需清醒认识到，GPU行业技术壁垒高、研发周期长，面临着国际巨头的激烈竞争。科技股投资不仅 需要热情，也需要对市场前景冷静判断，特别是和它相关的一些概念股，投资者要认真做好功课，甄别出哪些才是真正的受益者，毕竟许 多股票炒过 ...

Group 1 - The humanoid robot concept stocks experienced a surge at the beginning of trading on September 22, with significant gains observed in several companies [1] - Heertai reached a new high, while Yunnan Tourism hit the daily limit up, indicating strong investor interest in the sector [1] - Other companies such as World, Lihexing, Lingyi Zhizao, Lens Technology, Guangyang Co., and Qide New Materials also saw notable increases in their stock prices [1]

Core Viewpoint - The domestic GPU company Moore Threads is set to hold its IPO meeting on the Science and Technology Innovation Board on September 26, leading to a significant surge in related concept stocks [1] Group 1: Company Impact - Moore Threads' upcoming IPO has resulted in a strong market reaction, with related stocks experiencing substantial gains [1] - Companies such as Heheta, Donghua Software, and Lianmei Holdings saw their stocks hit the daily limit up [1] - Initial Ling Information's stock rose over 12%, indicating strong investor interest in the sector [1] Group 2: Market Reaction - Other companies like Zhongke Lanyun and Shengyuan Environmental Protection also opened significantly higher, reflecting a broader positive sentiment in the market [1] - Stocks of Wanhe Electric, Haoshanghao, and Maijie Technology followed suit with notable increases, showcasing a ripple effect across the industry [1]

Core Viewpoint - The Shanghai Stock Exchange will review the initial public offering (IPO) of Moore Threads on September 26, aiming to raise 8 billion yuan [1] Group 1: Company Overview - Moore Threads plans to list on the Sci-Tech Innovation Board and seeks to raise 8 billion yuan through its IPO [1] - The company has direct and indirect stakes in various sectors, including electronics, computers, and communications [1] - Directly invested companies include Heertai (002402) and Yingqu Technology (002925), while indirectly invested companies include Honglida, Chuling Information (300250), and Changfei Fiber (601869) [1] Group 2: Market Performance - As of September 19, the average annual increase for the directly or indirectly invested companies is nearly 35%, with Changfei Fiber and Heertai exceeding 100% [1] - Financing data shows that as of September 18, these companies have seen an overall increase of nearly 30% in financing from investors this year [1] - Six companies, including Changfei Fiber, Heertai, and Ruifeng New Materials (300910), have received over 30% increase in financing from investors [1] Group 3: Investment Backers - In addition to A-share companies, notable investors in Moore Threads include Tencent, Lenovo, Sequoia Capital, and Houshu Capital [1]

Core Viewpoint - On September 18, the Shanghai Composite Index fell by 1.15%, with institutional investors appearing on the trading lists of 24 stocks, net buying 14 and net selling 10 [1][2]. Institutional Trading Summary - The stock with the highest net buying from institutional seats was Huafeng Technology, which closed at the daily limit with a trading volume of 4.216 billion yuan and a turnover rate of 23.25%. The net buying amounted to 124.87 million yuan [2][5]. - Other notable stocks included Heertai, which also closed at the daily limit with a net buying of 89.78 million yuan, and a total capital inflow of 1.162 billion yuan [2][5]. - In contrast, Dazhihui had the highest net selling amounting to 327.25 million yuan, with a daily decline of 8.83% [3][6]. Market Performance - The average increase of stocks with net institutional buying was 7.67%, outperforming the Shanghai Composite Index. Stocks like Ruiqi Co. and Huafeng Technology showed strong performance, closing at the daily limit [3][4]. - A backtest of stocks with net institutional buying over the past month revealed a 44.27% probability of rising the next day, with a 41.72% chance of outperforming the index [3]. Capital Flow Analysis - The stocks with significant capital outflow included Shanzi Gaoke, which saw a net outflow of 324.5 million yuan, and Xinquan Co., with a net outflow of 195 million yuan [3][4]. - The stocks with net buying from the Shanghai and Shenzhen Stock Connect included Huasheng Tiancai and Heertai, with net buying amounts of 233.16 million yuan and 189.81 million yuan, respectively [7][8].

而龙虎榜中资金净流出最多的是大智慧（601519.SH），被净卖出为3.29亿元，占总成交金额的 12.68%。大智慧收盘下跌8.83%，换手率为8.17%。 9月18日，上证指数下跌1.15%，深证成指下跌1.06%，创业板指下跌1.64%。盘后龙虎榜数据显示，共 有50只个股因当日异动登上龙虎榜，资金净流入最多的是和而泰（002402.SZ），达6.3亿元。 据21投资通智能监测，24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22只。 6.3亿资金抢筹和而泰，3.29亿资金出逃大智慧 50只上榜的龙虎榜个股中，26只个股被净买入，24只个股被净卖出。其中，资金净买入最多的是和而 泰，达6.3亿元，占总成交金额的10.83%。和而泰当日收盘上涨10.01%，换手率为16.67%。 | 名称 | 涨跌幅 | 戊席榜净买 | 净买额占 | | 解读 | | --- | --- | --- | --- | --- | --- | | | | 额(万元) | 总成交比 | | | | 和而泰 | 10.01% | 63021 | 10.83% | 16.67% | 2家机构买入,成功 率51.2 ...

和而泰9月18日交易公开信息 | 买/ 卖 | 会员营业部名称 | 买入金额（万元） | 卖出金额（万元） | | --- | --- | --- | --- | | 买一 | 深股通专用 | 37691.66 | 18710.92 | | 买二 | 国联民生证券股份有限公司宁波分公司 | 21975.00 | 0.00 | | 买三 | 国联民生证券股份有限公司宁波财神殿南路证券营业 部 | 20115.86 | 0.00 | | 买四 | 机构专用 | 8647.40 | 3040.11 | | 买五 | 机构专用 | 6159.56 | 2788.79 | | 卖一 | 深股通专用 | 37691.66 | 18710.92 | | 卖二 | 东方财富证券股份有限公司拉萨团结路第一证券营业 | 2986.56 | 5535.87 | 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即买四、买五，合计买入金额1.48亿 元，卖出金额5828.90万元，合计净买入8978.06万元，深股通为第一大买入营业部及第一大卖出营业 部，买入金额为3.77亿元，卖出金额为1.87亿元，合计净买入1.90亿元。 ...

两市全天特大单净流出597.90亿元，其中53股特大单净流入超2亿元，和而泰特大单净流入13.44亿元，特大单净流入资金居首。 沪指今日收盘下跌1.15%。资金面上看，沪深两市全天特大单净流出597.90亿元，共计1614股特大单净流入，3320股特大单净流出。 从申万一级行业来看，今日有6个行业特大单资金净流入，煤炭特大单净流入规模居首，净流入资金7.63亿元，该行业指数今日下跌1.73%，其次 是通信，今日上涨0.19%，净流入资金为7.05亿元，净流入资金居前的还有机械设备、纺织服饰等行业。 特大单资金净流出的行业共有25个，净流出资金最多的是非银金融，特大单净流出资金140.74亿元，其次是有色金属，特大单净流出资金78.50亿 元，净流出资金居前的还有电力设备、计算机等行业。 具体到个股来看，53股特大单净流入超2亿元，和而泰特大单净流入13.44亿元，净流入资金规模居首；亨通光电特大单净流入资金13.29亿元，位 列第二；净流入资金居前的还有巨轮智能、永泰能源、川润股份等。特大单净流出股中，东方财富特大单净流出资金51.62亿元，净流出资金最 多；中信证券、胜宏科技特大单净流出资金分别为26.52 ...

和而泰(002402.SZ)今日涨停，股价创历史新高，换手率16.67%，成交额58.19亿元。龙虎榜数据显示，深股通买入3.77亿元，卖出1.87亿元，净买入1.9亿 元；两家机构买入1.48亿元，卖出5829万元，净买入8978万元；国联民生证券宁波分公司位列买二席位，净买入2.2亿元。上榜席位全天买入10.49亿元，卖 出4.19亿元，合计净买入6.3亿元。(格隆汇) | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | --- | | 1 | 深股通专用 | 755次 47.95% | 2 | 37691.66 | 6.48% | | 2 | 东方财富证券股份有限公司拉萨团结路第一证券营业部 | 791次 30.72% | | 2986.56 | 0.51% | | 3 | 东方财富证券股份有限公司拉萨东环路第一证券营业部 | 512次 27.54% | | 2840.48 | 0.49% | | 4 | 中信证券股份有限公司桐庐迎春南路证券营业部 | 次 i | | 1558.98 | 0.27% | | 5 ...

Core Insights - The consumer electronics sector saw a 2.5% increase on September 18, with Longyang Electronics leading the gains [1] - The Shanghai Composite Index closed at 3831.66, down 1.15%, while the Shenzhen Component Index closed at 13075.66, down 1.06% [1] Consumer Electronics Sector Performance - Longyang Electronics (301389) closed at 72.85, up 10.26% with a trading volume of 281,000 shares and a transaction value of 266.61 million [1] - Feirongda (300602) closed at 35.69, up 10.19% with a trading volume of 952,700 shares and a transaction value of 3.337 billion [1] - Heertai (002402) closed at 43.95, up 10.01% with a trading volume of 1,343,000 shares and a transaction value of 581.9 million [1] - Kosen Technology (603626) closed at 17.70, up 10.01% with a trading volume of 1,372,700 shares and a transaction value of 2.409 billion [1] - Changying Precision (300115) closed at 34.50, up 9.04% with a trading volume of 3,139,100 shares and a transaction value of 10.414 billion [1] Capital Flow Analysis - The consumer electronics sector experienced a net outflow of 417 million from institutional investors and 1.663 billion from retail investors, while retail investors saw a net inflow of 2.08 billion [2][3] - Heertai (002402) had a net inflow of 978 million from institutional investors, while it faced a net outflow of 720 million from speculative funds [3] - Industrial Fulian (601138) had a net inflow of 812 million from institutional investors, with a net outflow of 623 million from speculative funds [3]