高位人气股午后跌势扩大，立昂微、华软科技、凯美特气、红豆股份跌停，大众公用、泰慕士、杭电股 份、福龙马、青山纸业等均跌超7%。 ...

【导读】汽车概念股震荡走强，制药板块跌幅居前 一起来看下最新的市场情况及资讯。 9月26日开盘，A股三大指数集体低开，截至发稿，沪指跌0.26%，深成指跌0.39%，创业板指跌0.35%。 从板块上看，汽车概念股震荡走强，石油化工、发电设备、稳定币等涨幅居前；制药、液冷服务器、文化传媒等板块震荡调整。 异动个股方面，华软科技（002453）开盘两分多钟被砸跌停，而此前该股连续五个交易日涨停。 港股低开低走，恒生指数一度跌超1%，地平线机器人、金山软件、小米集团等跌幅居前。 | 恒生指数 | 恒生国企 | 恒生科技 | | --- | --- | --- | | 26256.77 | 9368.93 | 6323.39 | | -227.91 -0.86% | -75.29 -0.80% | -55.80 -0.87% | | 恒指期货 | 港股通50 | 恒生生物科技 | | 26263 | 3923.42 | 0.00 | | -272 -1.03% | -34.50 -0.87% | 0.00 0.00% | | 名称 | 现价 | 涨跌幅 = | 总市(三 | | --- | --- | --- | - ...

Market Overview - The Shanghai Composite Index closed at 3853.30 points, down 0.01%, with a trading volume of 1001.2 billion yuan [1] - The Shenzhen Component Index rose by 0.67% to 13445.90 points, with a trading volume of 1369.885 billion yuan [1] - The ChiNext Index increased by 1.58% to 3235.76 points, with a trading volume of 663.053 billion yuan [1] - The STAR 50 Index rose by 1.24% to 1474.49 points, with a trading volume of 102.9 billion yuan [1] - Total trading volume for both markets was 2371.085 billion yuan, an increase of 44.302 billion yuan from the previous trading day [1] Sector Performance - Strong sectors included Media, Non-ferrous Metals, Communication, Power Equipment, and Computer industries [2] - Weak sectors included Textiles, Precious Metals, Agriculture, Home Appliances, Transportation, Real Estate, Coal, and Banking [2] - A total of 1437 stocks rose while 3642 stocks fell, with 52 stocks hitting the daily limit up and 9 stocks hitting the limit down [2] Fund Flow Analysis - The net outflow of main funds from the Shanghai and Shenzhen markets was 23.6 billion yuan [5] - The ChiNext saw a net outflow of 8.927 billion yuan, while the CSI 300 experienced a net outflow of 0.627 billion yuan [5] - Eight sectors saw net inflows, with the Computer sector leading at 1.195 billion yuan, followed by Power Equipment, Media, and Communication [5] - The Electronics sector had the highest net outflow at 14.843 billion yuan, followed by Machinery, Chemicals, and Home Appliances [5] Individual Stock Performance - 86 stocks received net inflows exceeding 100 million yuan, with Inspur Information leading at 1.777 billion yuan [8] - Other notable stocks with significant inflows included NewEase Technology, Huagong Technology, and CATL [8] - 141 stocks experienced net outflows exceeding 100 million yuan, with Shenghong Technology leading at 1.62 billion yuan [11] - Other stocks with significant outflows included Heertai, XianDao Intelligent, and Longchuan Technology [11] Institutional Activity - Institutions had a net buy of 1.28 billion yuan, with Inspur Information being the top net buy at approximately 130 million yuan [14] - Other stocks with significant institutional net buying included Lixing Co., Hengerdai, and TCL Zhonghuan [14] - The most sold stock by institutions was Zhongheng Electric, with a net sell of approximately 144 million yuan [14]

Core Viewpoint - The company, Huasoft Technology, has clarified its limited involvement in the photoresist market, indicating that its revenue from this segment is minimal and subject to uncertainty [2]. Group 1: Company Overview - Huasoft Technology's main business focuses on the research, production, and sales of fine chemical products, including paper chemicals, pharmaceutical/agricultural intermediates, fluorescent whitening agents, and electronic chemicals [2]. - The company currently produces photoresist materials in small batches based on customer orders, specifically photo-initiator products [2]. Group 2: Financial Impact - Revenue from the photoresist products is projected to account for less than 2% of the company's total revenue in 2024, indicating a minimal impact on overall financial performance [2]. - The influence of photoresist sales on the company's operating results has been small for the past two years, and future sales are expected to be highly uncertain due to various influencing factors [2].

9月25日，华软科技3.SZ，股价9.76元，市值79.29亿元）继续涨停。9月19日以来，华软科技连续5个交 易日涨停，股价已经从9月19日开盘时的6.05元/股上涨至如今的9.76元/股。 记者注意到，华软科技2022年开始涉足光刻胶业务。2022年12月11日举行的一场投资者关系活动中，公 司表示："根据实际发展需求，公司近期在沧州试生产光刻胶系列材料。关于193纳米光刻胶的基材产 品，部分产品已完成中试，正在对接客户。"2023年5月16日，华软科技又表示，公司相关光刻胶基材产 品业务正处于客户接洽阶段，已有少量试订单。 需要注意的是，年报数据显示，华软科技自2021年以来便处于亏损状态。2025年上半年，公司实现营业 收入1.71亿元，同比下降31.63%；归属于上市公司股东的净利润为-9159万元，上年同期为-5978万元； 经营活动产生的现金流量净额由上年同期的776万元转为-2620万元。光刻胶概念走热 华软科技接连在9月22日及9月24日发布股票交易异常波动公告，称公司不存在"应予以披露而未披露的 事项或与该事项有关的筹划、商谈、意向、协议等"。 近期，光刻胶相关概念受到广泛关注。《每日经济 ...

Market Overview - A total of 41 stocks hit the daily limit up, while 19 stocks faced limit down, resulting in a sealing rate of 68% [1] - The three major indices showed divergence, with the ChiNext Index rebounding over 2% to reach a new three-year high [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.37 trillion yuan, an increase of 44.3 billion yuan compared to the previous trading day [1] Stock Performance - Huasoft Technology achieved a five-day limit up streak, while Lianmei Holdings and Bluefeng Biochemical both recorded a four-day limit up streak [1][3] - The highest limit up stock, Huasoft Technology, saw a 10.03% increase, driven by its focus on photoresists [12] - The gaming, AI applications, and controllable nuclear fusion sectors led the gains, while the port shipping, precious metals, and oil and gas sectors faced declines [1][6] Sector Analysis - The AI infrastructure investment by Alibaba, amounting to 380 billion yuan, is expected to drive a trillion-scale AI ecosystem [5] - The storage system bidding scale reached a historical high of 17.7 GW/45.7 GWh in August, marking a year-on-year increase of 237.1% [9] - The semiconductor industry is experiencing a price increase trend, with companies like Longjiang Storage becoming a new unicorn in the sector [7][16] Key Stocks and Trends - Ningde Times and Sunshine Power both reached historical highs, reflecting a focus on major growth stocks in the market [6] - The copper market saw a spike due to a fatal landslide at Freeport McMoRan's Grasberg mine, leading to a 3% increase in copper futures [8][30] - The gaming sector continues to show strong performance, with the National Press and Publication Administration issuing over 150 game licenses in a single month [6] Future Outlook - The market is expected to maintain a trend favoring large-cap stocks in popular sectors, despite the risk of a downturn for underperforming small-cap stocks [10] - The semiconductor supply chain's heat is likely to spread to lower-tier stocks, as the market remains focused on high-performing segments [7][30]

不含当日上市新股，今日可交易A股中，上涨个股有1474只，占比27.18%，下跌个股有3877只，平盘个 股72只。其中，收盘股价涨停的有52只，跌停股有9只。 截至收盘，上证指数报收3853.30点，下跌0.01%；深证成指收于13445.90点，上涨0.67%；创业板指上 涨1.58%；科创50指数上涨1.24%。 证券时报·数据宝统计显示，涨停个股中，主板有48只，创业板2只，科创板2只。以所属行业来看，上 榜个股居前的行业有电力设备、机械设备、建筑装饰行业，上榜个股分别有8只、5只、5只。 涨停股中，*ST亚太、ST华通等11只股为ST股。连续涨停天数看，华软科技已连收5个涨停板，连续涨 停板数量最多。从收盘涨停板封单量来看，上海电气最受资金追捧，收盘涨停板封单有4551.85万股， 其次是华软科技、中超控股等，涨停板封单分别有3557.11万股、3281.53万股。以封单金额计算，浪潮 信息、上海电气、华软科技等涨停板封单资金较多，分别有7.73亿元、4.44亿元、3.47亿元。（数据 宝） 两市涨停股一览 | 代码 | 简称 | 收盘价 | 换手率 | 涨停板封单（万 | 封单资金（万 | 行业 ...

Core Insights - A total of 41 stocks reached the daily limit up, with 10 stocks achieving consecutive limit ups, indicating strong market performance [1] - The overall limit-up rate for stocks, excluding ST and delisted stocks, was 68% [1] Company Highlights - Huasoft Technology achieved a limit up for the fifth consecutive day, showcasing significant investor interest [1] - Lianmei Holdings, a stock related to the Moer Thread concept, reached a limit up for four consecutive days, indicating strong momentum [1] - Seven Wolves, another notable stock, achieved a limit up for two consecutive days, reflecting positive market sentiment [1] - Lianwei Microelectronics, part of the silicon wafer sector, reached a limit up for three consecutive days, highlighting growth in this industry [1] - TCL Zhonghuan, also in the silicon wafer sector, achieved a limit up for two consecutive days, further emphasizing the sector's strength [1] - Weiyuan New Materials, associated with the intelligent robot concept, reached a 20% limit up for two consecutive days, indicating robust demand in this niche market [1]

华软科技盘中涨停，已连收5个涨停板，截至9:25，该股报9.76元，换手率0.52%，成交量317.71万股， 成交金额3100.85万元，涨停板封单金额为11.41亿元。连续涨停期间，该股累计上涨61.32%，累计换手 率为34.26%。最新A股总市值达79.29亿元，A股流通市值59.81亿元。 证券时报·数据宝统计，两融数据来看，该股最新（9月24日）两融余额为2.16亿元，其中，融资余额 2.15亿元，较前一个交易日减少720.06万元，环比下降3.24%，近5日累计减少599.40万元，环比下降 2.71%。 龙虎榜数据显示，该股因连续三个交易日内，涨幅偏离值累计达20%上榜龙虎榜2次，买卖居前营业部 中，机构净卖出236.63万元，营业部席位合计净买入4538.39万元。 公司发布的半年报数据显示，上半年公司共实现营业收入1.71亿元，同比下降31.63%，实现净利 润-9158.95万元，同比下降53.21%，基本每股收益为-0.1127元。 据天眼查APP显示，金陵华软科技股份有限公司成立于1999年01月13日。注册资本81236.7126万人民 币。（数据宝） 近日该股表现 | 日期 | ...

每经AI快讯，9月25日，华软科技涨停走出5连板，5天累计涨幅达61.32%。 （文章来源：每日经济新闻） ...