专题：A股专业选手实战大赛丨十大热股榜 【全榜单】专业选手"实战大赛"TOP榜：股票组榜首收益率剑指200% | 排名 | 股票代码 | 股票名称 | | --- | --- | --- | | 1 | sz300604 | 长川科技 | | 2 | sz300308 | 中际旭创 | | 3 | sz300502 | 新易盛 | | 4 | sz300708 | 聚灿光电 | | 5 | sz300270 | 中威电子 | | 6 | sh688585 | 上纬新材 | | 7 | sz000988 | 华工科技 | | 8 | sz002654 | 万润科技 | | 9 | sz300475 | 香农芯创 | | 10 | sz300274 | 阳光电源 | 说明：（1）十大买入个股/ETF榜数据为综合所有参赛选手今日买入个股/ETF次数最多的10只股 票/ETF； （2）十大买入金额个股/ETF榜数据为综合所有参赛选手今日买入个股/ETF金额的前10名股票/ETF； （3）第二届金麒麟最佳投顾评选活动设立投资能力评比环节，并分为股票模拟组、场内ETF模拟组、 公募基金模拟配置组三个组别，其主要模拟交易规 ...

10月22日，长川科技（维权）盘中下跌2.01%，截至09:45，报83.16元/股，成交6.95亿元，换手率 1.71%，总市值524.30亿元。 资金流向方面，主力资金净流出2225.09万元，特大单买入9376.69万元，占比13.49%，卖出1.13亿元， 占比16.32%；大单买入1.81亿元，占比26.06%，卖出1.84亿元，占比26.43%。 长川科技今年以来股价涨88.87%，近5个交易日跌1.91%，近20日涨39.25%，近60日涨89.34%。 今年以来长川科技已经2次登上龙虎榜，最近一次登上龙虎榜为9月24日，当日龙虎榜净买入-1.93亿 元；买入总计14.18亿元 ，占总成交额比12.56%；卖出总计16.11亿元 ，占总成交额比14.27%。 资料显示，杭州长川科技股份有限公司位于浙江省杭州市滨江区创智街500号，成立日期2008年4月10 日，上市日期2017年4月17日，公司主营业务涉及集成电路专用设备的研发、生产和销售。主营业务收 入构成为：测试机57.68%，分选机32.73%，其他9.59%。 长川科技所属申万行业为：电子-半导体-半导体设备。所属概念板块包括：半导体设 ...

本周一（10月20日），科技股迎来反弹，半导体板块小幅收涨，半导体设备ETF（561980）单日再获超 1100万元资金净流入，近20日该ETF累计获净流入15.75亿元。 消息面上，据华为官网，华为于近期正式发布《智能世界2035》与《全球数智化指数2025》报告，指出 通用人工智能将成为未来十年最具变革性的技术驱动力。预测到2035年全社会算力总量将实现高达10万 倍的增长。 天风证券认为，随着AI大模型训练与数据中心建设成为核心驱动力，国产存储芯片在企业级市场快速 渗透。国内厂商扩产提速，四季度需求与开工稳健复苏。四季度国内存储公司有望继续受益于"价格回 升+国产替代"的双重驱动，该机构预计第四季度国内存储芯片公司的需求、订单及开工情况将呈现稳 健复苏的态势。 另一只芯片设计龙头海光信息前三季度实现营业收入94.90亿元，同比增54.65%；实现归母净利润19.61 亿元，同比增28.56%。 从业绩预告披露情况，根据三季报预告，长川科技、有研新材前三季度净利润同比增长预计也均在1倍 以上。 打开百度APP畅享高清图片 华金证券指出，持续看好人工智能推动半导体超级周期，从设计、制造到封装测试以及上游设备 ...

资金流向方面，业绩预计翻倍股中，近5日主力资金净流入较多的有光库科技、远大智能、雅化集团， 资金净流入金额分别为25612.48万元、15579.42万元、10800.03万元。主力资金净流出金额较高的有北 方稀土、长川科技、瑞芯微，资金净流出金额分别为485708.01万元、165195.76万元、86067.27万元。 （数据宝） 前三季度业绩预计暴增股名单 已有133家公司公布了前三季度业绩预告，业绩预增公司有107家，占比80.45%。 证券时报·数据宝统计显示，截至10月21日，已经有133家公司公布了前三季度业绩预告。业绩预告类型 显示，预增公司107家、预盈8家，合计报喜公司比例为86.47%；业绩预降、预亏公司分别有12家、3 家。 业绩预喜公司中，以预计净利润增幅中值统计，共有48家公司净利润增幅超100%；净利润增幅在 50%~100%的有42家。具体到个股看，先达股份预计净利润增幅最高。公司预计前三季度实现净利润增 幅中值为3009.81%；楚江新材、英联股份预计前三季度净利润同比增幅中值分别为2150.09%、 1602.05%，增幅位列第二、第三。 分行业看，前三季度业绩增幅预计翻倍 ...

（文章来源：证券日报） 证券日报网讯长川科技10月16日在互动平台回答投资者提问时表示，公司所属的细分领域集成电路测试 设备行业，是贯穿集成电路设计、制造及封测的各个环节的重要支撑部分。公司所生产的集成电路测试 设备的市场需求主要来源于封装测试企业、晶圆制造企业和集成电路设计企业，其中封装测试企业及晶 圆制造企业是测试设备的主要市场需求力量。伴随我国集成电路产业的高速发展，带动集成电路测试设 备市场需求的快速增加，集成电路测试设备未来市场发展空间广阔。 ...

证券日报网讯长川科技（300604）10月16日在互动平台回答投资者提问时表示，截至2025年7月18日， 公司股东人数总数是78612户。 ...

Market Overview - The large fund concept sector experienced a decline of 0.89% on October 16, with Tai Lingwei leading the drop [1] - The Shanghai Composite Index closed at 3916.23, up 0.1%, while the Shenzhen Component Index closed at 13086.41, down 0.25% [1] Stock Performance - Notable gainers in the large fund concept sector included: - Baiwei Storage (688525) with a closing price of 113.55, up 8.76% and a trading volume of 403,700 shares, totaling 4.577 billion yuan [1] - Jiangbolong (301308) closed at 181.63, up 7.16% with a trading volume of 273,000 shares, totaling 4.927 billion yuan [1] - Zhongjuxin (688549) closed at 10.19, up 5.05% with a trading volume of 740,600 shares, totaling 757 million yuan [1] - Major decliners included: - Tai Lingwei (688891) closed at 51.40, down 7.04% with a trading volume of 181,300 shares [2] - Xingfa Group (600141) closed at 27.28, down 6.67% with a trading volume of 407,000 shares [2] - Zhichun Technology (603690) closed at 34.57, down 6.57% with a trading volume of 806,600 shares [2] Capital Flow - The large fund concept sector saw a net outflow of 2.121 billion yuan from institutional investors, while retail investors contributed a net inflow of 1.392 billion yuan [2][3] - Specific stock capital flows indicated: - Baiwei Storage had a net inflow of 220 million yuan from institutional investors, while retail investors had a net inflow of 92.83 million yuan [3] - Jiangbolong experienced a net outflow of 245 million yuan from retail investors [3] - Deep Technology (000021) had a net inflow of 134 million yuan from institutional investors [3]

Core Insights - A total of 586 stocks in the Shanghai and Shenzhen markets have experienced net outflows of main funds for five consecutive days or more as of October 15 [1] - The stock with the longest continuous net outflow is Dayu Ming, with 22 days, followed by Tianma Technology with 21 days [1] - The largest total net outflow amount is from Dongfang Wealth, with a cumulative outflow of 7.543 billion yuan over six days [1] Summary by Category Stocks with Longest Net Outflows - Dayu Ming: 22 days of net outflow [1] - Tianma Technology: 21 days of net outflow [1] Stocks with Largest Net Outflow Amounts - Dongfang Wealth: 6 days, 7.543 billion yuan [1] - Zhongji Xuchuang: 10 days, 6.956 billion yuan [1] - Xinyi Sheng: 6 days, 5.614 billion yuan [1] - Tianfu Communication: 10 days, 4.178 billion yuan [1] Stocks with Highest Net Outflow Ratios - *ST Weihai: 10.12% over 6 days [1] - Zhongji Xuchuang: 4.22% over 10 days [1] - Tianfu Communication: 9.29% over 10 days [1] Performance of Affected Stocks - Dongfang Wealth: -7.40% cumulative decline [1] - Zhongji Xuchuang: -18.38% cumulative decline [1] - Tianma Technology: -20.87% cumulative decline [1]

Core Insights - The overall performance of A-share listed companies for the first three quarters of 2025 is positive, with over 84% of companies reporting favorable earnings forecasts, indicating a recovery in profitability amid supportive economic policies and structural optimization [1][2]. Group 1: Earnings Performance - As of October 14, 2025, 72 companies have released earnings forecasts, with 18 companies expecting slight increases, 4 companies turning losses into profits, and 41 companies forecasting significant profit growth [2]. - Notably, 22 companies are projected to achieve profits exceeding 500 million yuan, with New China Life Insurance leading at a net profit of 32.05 billion yuan, a year-on-year increase of 45%-65% [2]. - Other companies with substantial profits include Luxshare Precision at 11.12 billion yuan (20%-25% growth), Salt Lake Industry at 4.5 billion yuan, and Yuexiu Capital at 3.008 billion yuan [2]. Group 2: Profit Growth Rates - 22 companies are expected to see a year-on-year profit growth of over 100%, with 5 companies exceeding 300% growth [3]. - Chujiang New Materials is highlighted as the "profit growth king," with an estimated net profit of 350-380 million yuan, reflecting a staggering increase of 2057.62%-2242.56% [3]. - Other notable performers include Yinglian Co. (1602.05% growth), Guangdong Mingzhu (964.95%), and Liming Co. (659.48%) [3]. Group 3: Sector Performance - The semiconductor industry is experiencing a significant recovery, with the global semiconductor market reaching $346 billion in the first half of 2025, a year-on-year increase of 18.9% [3]. - Changchuan Technology, a leading semiconductor equipment company, anticipates a net profit of 827-877 million yuan, marking a year-on-year increase of 131.39%-145.38% [3]. - Yangjie Technology expects a net profit of 937-1,004 million yuan, driven by strong growth in automotive electronics, artificial intelligence, and consumer electronics [3]. Group 4: Regional Performance - Shandong stocks have shown resilience, particularly in traditional industries and resource-based enterprises, achieving growth through internal reforms and cost reductions [4]. - Jinling Mining reported a revenue of 1.247 billion yuan, a 12.98% increase, with a net profit of 220 million yuan, up 47.09% [4]. - Shandong Steel successfully turned losses into profits by implementing cost control measures, achieving a gross margin increase to 6.02%, up 4.15 percentage points [4]. Group 5: Market Trends and Opportunities - The current market is entering a "policy + performance" window, with earnings becoming the core criterion for selecting stocks [5]. - The technology sector is experiencing a broad rally, with significant growth in computing power and AI-related stocks, although there is internal differentiation based on earnings support [5]. - The gaming sector is also highlighted, with expectations of recovery driven by normalized issuance of game licenses and strong product pipelines from leading companies [5][6].

Group 1 - The National Big Fund holding concept declined by 5.47%, ranking among the top declines in concept sectors, with major declines seen in Yandong Micro, Tongfu Microelectronics, and Chipone [1][2] - Among the concept stocks, only two saw price increases, with Baiwei Storage rising by 1.59% and China Electric Port by 0.22% [1][2] - The concept sector experienced a net outflow of 11.706 billion yuan, with 44 stocks seeing net outflows, and 23 stocks with outflows exceeding 1 billion yuan [2] Group 2 - The top net outflow stock was SMIC, with a net outflow of 2.547 billion yuan, followed by Tongfu Microelectronics, Changchuan Technology, and Northern Huachuang [2][3] - The stocks with the largest declines included SMIC at -6.79%, Tongfu Microelectronics at -9.99%, and Changchuan Technology at -9.03% [2][3] - The stocks with the highest net inflows included Jingce Electronics, China Electric Port, and Debang Technology, with inflows of 58.728 million yuan, 43.587 million yuan, and 27.528 million yuan respectively [4]