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]

和而泰9月24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 | 104341.83 | 71820.00 | | 买二 | 机构专用 | 24898.29 | 4043.13 | | 买三 | 机构专用 | 14760.14 | 16739.16 | | 买四 | 机构专用 | 13345.64 | 16129.24 | | 买五 | 东方财富证券股份有限公司拉萨团结路第一证券营业 部 | 12507.49 | 8281.77 | | 卖一 | 深股通专用 | 104341.83 | 71820.00 | | 卖二 | 国联民生证券股份有限公司宁波分公司 | 42.78 | 30371.94 | 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交37.35亿元，其中，买入成交额为17.88亿 元，卖出成交额为19.46亿元，合计净卖出1.58亿元。 | 卖三 | 国联民生证券股份有限公司宁波财神殿南路证券营业 | 226.27 | 27786.97 | | --- | --- ...

Market Overview - The Shanghai Composite Index rose by 0.83% on September 24, with 28 out of the 31 sectors experiencing gains, led by the power equipment and electronics sectors, which increased by 2.88% and 2.76% respectively [1] - The banking, coal, and telecommunications sectors saw declines of 0.36%, 0.29%, and 0.01% respectively [1] Capital Flow Analysis - The net inflow of capital in the two markets reached 19.725 billion yuan, with 14 sectors experiencing net inflows [1] - The electronics sector had the highest net inflow of capital at 13.046 billion yuan, contributing to its 2.76% increase [1] - The computer sector followed with a daily increase of 2.52% and a net inflow of 5.021 billion yuan [1] Electronics Sector Performance - The electronics sector saw a rise of 2.76%, with 393 out of 467 stocks in the sector increasing in value, including 13 stocks hitting the daily limit [2] - A total of 253 stocks in the electronics sector experienced net capital inflows, with 60 stocks receiving over 100 million yuan in net inflows [2] - The top three stocks by net inflow were Tongfu Microelectronics with 1.273 billion yuan, followed by Northern Huachuang and SMIC with 1.215 billion yuan and 1.137 billion yuan respectively [2] Electronics Sector Capital Outflow - The electronics sector also had stocks with significant capital outflows, with 16 stocks experiencing net outflows exceeding 100 million yuan [3] - The stocks with the highest net outflows included Heertai with 1.799 billion yuan, Industrial Fulian with 1.227 billion yuan, and Shenghong Technology with 1.099 billion yuan [3]

Group 1 - The stock of Heertai increased by 1.47% on September 24, with a trading volume of 14.701 billion yuan and a turnover rate of 32.53% [1] - The data from the post-market dragon and tiger list indicates that the Shenzhen Stock Connect special seat bought 1.043 billion yuan and sold 718 million yuan [1] - One institutional special seat had a net purchase of 209 million yuan, while three institutional special seats had a net sale of 155 million yuan [1]

格隆汇9月24日｜此前4天3板涨停的和而泰(002402.SZ)今日涨1.47%，换手率32.53%，成交额147.01亿元。龙虎榜数据显示，深股通买入10.43亿元，卖出7.18 亿元，净买入3.25亿元；五家机构买入6.17亿元，卖出5.64亿元，净买入5378万元。上榜席位全天买入17.88亿元，卖出19.46亿元，合计净卖出1.58亿元。(格 隆汇) | 买入金额最大的前5名 | | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买入金额(万) | 占总成交比例 | ਕੇਮ | | 1 | 深股通专用 | 777次 47.23% | 0 | 104341.83 | 7.10% | 7 | | 2 | 机构专用 | 1732次 42.44% | ▲ | 24898.29 | 1.69% | | | 3 | 机构专用 | 1732次 42.44% | A | 14760.14 | 1.00% | | | 4 | 机构专用 | 1732次 42.44% | ▶ | 13345.64 | 0.91% | | ...

每经AI快讯，9月24日，和而泰（002402）今日涨1.47%，成交额147.01亿元，换手率32.53%。盘后龙虎 榜数据显示，深股通专用席位买入10.43亿元并卖出7.18亿元，1家机构专用席位净买入2.09亿元，有3家 机构专用席位净卖出1.55亿元。 ...

和而泰今日涨1.47%，成交额147.01亿元，换手率32.53%，盘后龙虎榜数据显示，深股通专用席位买入 10.43亿元并卖出7.18亿元，1家机构专用席位净买入2.09亿元，有3家机构专用席位净卖出1.55亿元。 ...

格隆汇9月24日丨和而泰(002402.SZ)在互动平台表示，公司直接持股摩尔线程，根据摩尔线程公开披露 的招股说明书，公司持股比例为1.0262%。 ...

Core Insights - The report from Tianfeng Securities highlights that Heertai achieved operating revenue of 5.446 billion yuan in H1 2025, representing a year-on-year growth of 19.21% [1] - The company reported a net profit attributable to shareholders of 354 million yuan, marking a significant year-on-year increase of 78.65% [1] Business Segments Performance - Revenue from home appliance smart controllers reached 3.56 billion yuan, with a year-on-year growth of 22.14% [1] - Revenue from electric tool smart controllers was 535 million yuan, reflecting a year-on-year increase of 8.32% [1] - Smart product controllers generated revenue of 618 million yuan, showing a year-on-year growth of 9.92% [1] - Automotive electronic smart controllers achieved revenue of 415 million yuan, with a year-on-year increase of 5.20% [1] - Revenue from phased array T/R chips surged to 201 million yuan, representing a remarkable year-on-year growth of 180.16% [1] Strategic Initiatives - The company is proactively developing gesture interaction technology and has launched the "Perception Plan" gesture clothing, which is widely compatible with VR/AR scenarios and extends to wellness cushion products [1] - Heertai has integrated the DeepSeek large model into its industry digital intelligence model, facilitating applications in smart office, health home, and smart control, thereby creating a collaborative path from "information processing" to "device control" [1] - The company maintains an "overweight" rating, indicating a positive outlook on its growth potential [1]

Core Insights - The trading volume of Heertai reached 10.323 billion RMB, exceeding 10 billion RMB, with a stock price increase of 2.52% and a turnover rate of 22.97% [2] - The previous trading day recorded a total trading volume of 171 million RMB for the stock [2] Company Overview - Shenzhen Heertai Intelligent Control Co., Ltd. was established on January 12, 2000, with a registered capital of 924.806285 million RMB [2]