Group 1: Market Overview - On September 25, the main funds in the Shanghai and Shenzhen markets experienced a net outflow of 23.6 billion yuan, with the ChiNext board seeing a net outflow of 8.9 billion yuan and the CSI 300 index experiencing a net outflow of 0.63 billion yuan [1] - Among the 31 first-level industries, 7 sectors saw an increase, with the media industry leading at a growth rate of 2.23%, while 24 sectors declined, with textiles and apparel, comprehensive, agriculture, and household appliances all dropping over 1% [1] Group 2: Fund Inflows and Outflows - Eight industries received net inflows from main funds, with the computer and electric equipment sectors leading with inflows exceeding 1 billion yuan each; media, communication, and non-ferrous metals also saw inflows above 590 million yuan [1] - The electronics industry had the highest net outflow, totaling 14.843 billion yuan, followed by machinery, basic chemicals, household appliances, and defense industries, each with outflows exceeding 1 billion yuan [1] Group 3: Individual Stock Performance - Among individual stocks, 86 saw net inflows exceeding 100 million yuan, with 17 stocks receiving over 400 million yuan; the top performer was Inspur Information, with a net inflow of 1.777 billion yuan and a closing price increase of 9.99% [2][4] - Other notable stocks included New Yisheng and Huagong Technology, with net inflows of 1.283 billion yuan and 1.173 billion yuan respectively, both experiencing price increases [2][4] Group 4: Notable Trends - CATL's stock rose by 3.4%, with a net inflow of 1.115 billion yuan, following an upgrade from JPMorgan, which raised its rating from neutral to overweight due to increased demand for energy storage batteries [3] - The upcoming 2025 Artificial Intelligence Computing Conference in Beijing is expected to drive interest in computing power stocks, with Alibaba announcing a partnership with NVIDIA to develop AI models [2]

二、《募集资金三方监管协议》的签订和募集资金专户的开立情况 为规范募集资金的存放、使用和管理，提高募集资金使用效率，保护投资者 权利，根据《上市公司募集资金监管规则》《深圳证券交易所创业板股票上市规 则》《深圳证券交易所上市公司自律监管指引第 2 号——创业板上市公司规范运 作》等法律、法规和规范性文件要求，以及公司《募集资金管理制度》的规定， 公司及保荐机构国信证券股份有限公司与中国农业银行股份有限公司惠阳支行、 中国银行股份有限公司惠阳支行、中国工商银行股份有限公司惠州惠阳支行、平 安银行股份有限公司惠阳支行分别签署了《募集资金三方监管协议》。 截至 2025 年 9 月 24 日止，公司募集资金专户的开立和存储情况如下： 证券代码：300476 证券简称：胜宏科技 公告编号：2025-106 胜宏科技（惠州）股份有限公司 关于签署募集资金三方监管协议的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 一、募集资金基本情况 根据中国证券监督管理委员会于 2025 年 8 月 28 日出具的《关于同意胜宏 科技（惠州）股份有限公司向特定对象发行股票注册的 ...

002138 顺络电子 1.46 4.45 9540.00 电子行业资金流出榜 沪指9月25日下跌0.01%，申万所属行业中，今日上涨的有7个，涨幅居前的行业为传媒、通信，涨幅分 别为2.23%、1.99%。跌幅居前的行业为纺织服饰、综合，跌幅分别为1.45%、1.30%。电子行业今日下 跌0.07%。 资金面上看，两市主力资金全天净流出287.78亿元，今日有5个行业主力资金净流入，电力设备行业主 力资金净流入规模居首，该行业今日上涨1.60%，全天净流入资金39.16亿元，其次是计算机行业，日涨 幅为1.55%，净流入资金为25.45亿元。 主力资金净流出的行业有26个，电子行业主力资金净流出规模居首，全天净流出资金162.41亿元，其次 是机械设备行业，净流出资金为28.32亿元，净流出资金较多的还有基础化工、房地产、国防军工等行 业。 电子行业今日下跌0.07%，全天主力资金净流出162.41亿元，该行业所属的个股共467只，今日上涨的有 140只，涨停的有4只；下跌的有323只。以资金流向数据进行统计，该行业资金净流入的个股有122只， 其中，净流入资金超亿元的有17只，净流入资金居首的是沃尔核材， ...

（原标题：9月25日主力资金流向日报） 9月25日，沪指下跌0.01%，深成指上涨0.67%，创业板指上涨1.58%，沪深300指数上涨0.60%。可交易A股中，上涨的有1474只，占比27.18%，下 跌的3877只。 分行业来看，申万所属的一级行业中，今日上涨的有7个，涨幅居前的行业为传媒、通信，涨幅为2.23%、1.99%。跌幅居前的行业为纺织服饰、 综合，跌幅为1.45%、1.30%。 行业资金流向方面，今日有5个行业主力资金净流入，电力设备行业主力资金净流入规模居首，该行业今日上涨1.60%，全天净流入资金39.16亿 元，其次是计算机行业，日涨幅为1.55%，净流入资金为25.45亿元。 资金面上，今日主力资金全天净流出287.78亿元。其中，创业板主力资金净流出79.47亿元；科创板主力资金净流出63.61亿元；沪深300成份股主 力资金净流入24.50亿元。 主力资金净流出的行业有26个，电子行业主力资金净流出规模居首，今日下跌0.07%，全天净流出资金162.41亿元，其次是机械设备行业，今日跌 幅为0.32%，净流出资金为28.32亿元，净流出资金较多的还有基础化工、房地产、国防军工等行业 ...

Volatility - A total of 9 stocks in the A-share market experienced a volatility exceeding 20% today [1] - N Jianfa's volatility reached 205.67%, with N Jinhua and N United Power also showing significant fluctuations [1] Turnover Rate - There were 23 stocks in the A-share market with a turnover rate exceeding 30% today [1] - N Jinhua, N Jianfa, and N United Power had the highest turnover rates [1] Main Capital Flow - Main capital today saw a net inflow into sectors such as computers, electrical equipment, media, telecommunications, and non-ferrous metals, while experiencing net outflows from electronics, machinery, basic chemicals, home appliances, and national defense industries [1] - The stocks with the largest net inflows included Inspur Information (17.77 billion), New Yisheng (12.83 billion), Huagong Technology (11.73 billion), CATL (11.15 billion), and C United Power (10.66 billion) [1] - The stocks with the largest net outflows included Shenghong Technology (16.20 billion), Heertai (9.29 billion), Xian Dao Intelligent (7.80 billion), Changchuan Technology (7.49 billion), and Luxshare Precision (7.43 billion) [1]

记者丨杨期鑫 实习生钟宸 编辑丨李振 PCB（印制电路板），是现代电子产品的核心组件，PCB与芯片、面板并称电子信息产业三大 元器件，主要作用是实现电子元器件之间的相互连接，实现信号传输，因此也被称为"电子产 品之母"。 Prismark数据显示，2024年全球PCB市场产值为735.65亿美元，同比增长5.8%；而中国以 412.13亿美元的产值领跑全球，同比增速高达9.0%。 数据来源：Prismark 制图：杨期鑫 而在这场产业竞逐中，城市间的角力尤为激烈—— 作为中国PCB产业核心区域，广东PCB产 能占全国约60%，拥有超万亿市值的上市企业集群，以及深圳、惠州、东莞等城市形成的城 市集群；与此同时，中西部城市如江西信丰、安徽广德正借势产业转移东风强势崛起 。 广东P C B板块市值已超万亿 从一开始的一穷二白到如今全球最大的PCB生产国，中国PCB产业发展并非一帆风顺。 1936年，奥地利人保罗·爱斯勒（Paul Eisler）发明了世界上第一块PCB，并于50年代初开始 大规模应用。 但是由于西方的技术封锁，直到1956年，中国第一块PCB在北京一间简陋的实验室内诞生。 上世纪60—70年代，中国 ...

主力资金早间净流入计算机、电力设备、机械设备等板块，净流出交通运输、房地产、银行等板块。具 体到个股来看，浪潮信息、华工科技、洛阳钼业获净流入37.84亿元、28.91亿元、23.15亿元。净流出方 面，和而泰、立讯精密、胜宏科技遭抛售18.10亿元、9.07亿元、7.21亿元。 ...

Market Overview - The total margin balance in the two markets is 24,167.9 billion, showing a slight decrease of 0.03% compared to the previous period [1] - The financing purchase amount is 2,778.2 billion, which represents an increase of 8.34% [1] Industry Insights - The top 20 industries by margin balance are as follows: - Semiconductor: 1,620.1 billion - Securities: 1,428.9 billion - Communication Equipment: 862.8 billion - Banking: 766.6 billion - Software Development: 746.9 billion - Battery: 745.8 billion - Automotive Parts: 630.4 billion - IT Services: 593.9 billion - Consumer Electronics: 569.8 billion - Automotive Complete Vehicles: 542.8 billion - Military Equipment: 529.3 billion - Components: 525.3 billion - Chemical Pharmaceuticals: 510.9 billion - Electric Power: 502.0 billion - Photovoltaic Equipment: 491.5 billion - General Equipment: 435.0 billion - Optical Electronics: 425.5 billion - Computer Equipment: 420.0 billion - Industrial Metals: 400.3 billion - Building Decoration: 367.4 billion [2] Individual Stock Insights - The top five stocks by financing purchase amount are: - Luxshare Precision: 46.6 billion, with a financing purchase ratio of 12.81% and a price increase of 7.79% - Zhongji Xuchuang (300308): 44.0 billion, with a financing purchase ratio of 18.89% and a price increase of 3.90% - Shenghong Technology (300476): 39.2 billion, with a financing purchase ratio of 19.03% and a price decrease of 0.43% - SMIC: 36.9 billion, with a financing purchase ratio of 20.34% and a price decrease of 0.32% - Xinyi Technology (300502): 32.7 billion, with a financing purchase ratio of 16.65% and a price increase of 2.92% [3]

（文章来源：每日经济新闻） 每经AI快讯，9月25日，电路板指数盘中跌幅扩大至2.01%，成分股普遍走弱。东山精密跌6.24%、胜宏 科技跌6.12%、景旺电子跌5.86%、英诺激光跌5.03%、生益电子跌4.27%跌幅居前。 ...

Group 1 - The core point of the news is that Shenghong Technology's stock has experienced a significant decline, dropping 5.02% on September 25, with a total decrease of 11.4% over six consecutive days [1] - As of the report, Shenghong Technology's stock price is 292.00 yuan per share, with a trading volume of 8.508 billion yuan and a turnover rate of 3.36%, resulting in a total market capitalization of 251.905 billion yuan [1] - Shenghong Technology, established on July 28, 2006, and listed on June 11, 2015, primarily engages in the research, development, production, and sales of new electronic devices, specifically printed circuit boards (PCBs), which account for 93.66% of its main business revenue [1] Group 2 - From the perspective of fund holdings, one fund under Bank of China, the Zhongyin Quantitative Stock Mixed Fund A (019722), has a significant position in Shenghong Technology, holding 1,500 shares, which represents 1.63% of the fund's net value [2] - The fund has incurred a floating loss of approximately 23,100 yuan today, with a total floating loss of 59,400 yuan during the six-day decline [2] - The Zhongyin Quantitative Stock Mixed Fund A was established on June 17, 2024, with a current scale of 12.2256 million yuan, achieving a year-to-date return of 38.08% and a one-year return of 51.95% [2]