Core Viewpoint - Five companies listed on the ChiNext board have announced their performance forecasts for the first three quarters, all indicating an increase in profits [1] Group 1: Company Performance Forecasts - Changchuan Technology (300604) expects a net profit increase of 138.39% with a latest closing price of 96.32 yuan and a year-to-date increase of 118.75% [1] - Zhongtai Co., Ltd. (300435) anticipates a net profit increase of 79.28%, with a latest closing price of 21.85 yuan and a year-to-date increase of 83.52% [1] - N United (301656) forecasts a net profit increase of 44.16% [1] - N Jianda (301584) projects a net profit increase of 35.00% [1] - Aifen Dazhi (301575) expects a net profit increase of 14.72%, with a latest closing price of 55.40 yuan and a year-to-date decrease of 25.91% [1] Group 2: Industry Insights - The companies span various industries, including electronics, public utilities, automotive, pharmaceuticals, and light manufacturing [1]

Group 1 - On September 24, among the 31 first-level industries tracked by Shenwan, 17 industries experienced net financing inflows, with the electronics industry leading at a net inflow of 11.095 billion yuan [1] - Other industries with significant net financing inflows included power equipment, machinery, real estate, media, and communication, each exceeding 400 million yuan in net inflow [1] Group 2 - A total of 1,729 individual stocks received net financing inflows on September 24, with 148 stocks having inflows exceeding 50 million yuan [1] - Among these, 14 stocks had net financing inflows exceeding 300 million yuan, with Luxshare Precision leading at 1.461 billion yuan [1] - Other notable stocks with high net financing inflows included SMIC, Haiguang Information, CATL, NewEase, Zhangjiang Hi-Tech, Changchuan Technology, Zhaoyi Innovation, and Sungrow Power [1]

Core Viewpoint - Longchuan Technology (300604) has experienced significant stock price increases, with a cumulative rise of 44% over two trading days, attributed to strong market demand in the semiconductor equipment industry and positive earnings forecasts [2][3][7]. Group 1: Stock Performance - On September 23 and 24, Longchuan Technology's stock price surged by 20% each day, reaching a new high of 96.32 yuan per share, resulting in a market capitalization exceeding 600 billion yuan [2][3]. - The stock's performance is linked to the broader trend of rising stock prices among A-share companies in the semiconductor equipment sector [6]. Group 2: Shareholder Actions - Longchuan Investment, a significant shareholder, announced plans to reduce its stake by up to 1.7796% of the total share capital, amounting to a maximum of 11.22 million shares [5][6]. - The reduction was executed through block trades and centralized bidding, with shares sold at prices of 69 yuan, 80 yuan, and 96.32 yuan per share on different dates [6]. Group 3: Financial Performance - Longchuan Technology's earnings forecast indicates a projected net profit of 827 million to 877 million yuan for the first three quarters of 2025, representing a year-on-year growth of 131.39% to 145.38% [7]. - The third quarter alone is expected to yield a net profit of 400 million to 450 million yuan, reflecting a substantial increase of 180.67% to 215.75% compared to the previous year [7]. - The company attributes this growth to sustained demand in the semiconductor industry, resulting in a significant increase in sales revenue and product orders [7].

Core Viewpoint - Changchuan Technology (300604) experienced a significant stock price increase, with a cumulative rise of 44% over two trading days, reaching a new high of 96.32 yuan per share and a market capitalization exceeding 60 billion yuan [1][2]. Stock Performance - On September 23 and 24, Changchuan Technology's stock price surged by 20% on both days, leading to a total increase of 44% [1]. - As of September 24, the stock closed at 96.32 yuan, marking a substantial increase from previous levels [1][2]. - The trading volume on September 24 was 1.24 million shares, with a total transaction value of 11.3 billion yuan [2]. Shareholding Changes - Changchuan Investment, a significant shareholder, announced a plan to reduce its holdings by up to 11.22 million shares, approximately 1.78% of the total share capital [3]. - The reduction was executed through block trades and centralized bidding, with shares sold at an average price of 69 yuan, 80 yuan, and 96.32 yuan on different dates [3]. Financial Performance - The company projected a net profit attributable to shareholders of 827 million to 877 million yuan for the first three quarters of 2025, representing a year-on-year growth of 131.39% to 145.38% [4]. - For the third quarter alone, the expected net profit is between 400 million and 450 million yuan, indicating a year-on-year increase of 180.67% to 215.75% [4]. - The growth in profit is attributed to the increasing market demand in the semiconductor industry, leading to a substantial rise in sales revenue [4].

Group 1 - President Xi Jinping announced China's new round of Nationally Determined Contributions at the UN Climate Change Summit, aiming for a 7%-10% reduction in greenhouse gas emissions by 2035, with non-fossil energy consumption exceeding 30% of total energy consumption [3] - The total installed capacity of wind and solar power is targeted to reach over 360 million kilowatts, six times that of 2020, and forest stock is expected to exceed 24 billion cubic meters [3] - The national carbon emissions trading market will cover major high-emission industries, and a climate-adaptive society is to be fundamentally established [3] Group 2 - Premier Li Qiang emphasized China's commitment to maintaining an open trade and investment market during a meeting with the President of the European Commission, urging fair competition and adherence to WTO rules [5] - The Chinese government will not seek new special and differential treatment in current and future WTO negotiations, reinforcing its role as a responsible developing country [5] - The People's Bank of China announced a 600 billion yuan MLF operation on September 25, marking a net injection of 300 billion yuan for the month, continuing a trend of high liquidity [5][6] Group 3 - Alibaba announced a collaboration with NVIDIA on Physical AI, with plans to invest 380 billion yuan in AI infrastructure and the launch of seven large model products, including Qwen3-Max, the largest and most capable model to date [4] - The Chinese Ministry of Commerce introduced 14 measures to promote digital consumption, including trials for smart connected vehicles and drone delivery services [6] Group 4 - The A-share market saw significant gains, with the Shanghai Composite Index rising 0.83% to 3853.64 points, and the ChiNext Index increasing by 2.28% [8] - The Hong Kong Hang Seng Index rose 1.37%, with notable gains in tech stocks like Alibaba and SMIC, while medical stocks faced declines [8] - Chery Automobile announced its H-share final offering price at 30.75 HKD per share, set to officially list on September 25 [8] Group 5 - The State Administration for Market Regulation is seeking public opinion on new standards for food delivery platforms, addressing issues like competition and delivery personnel rights [11] - The National Press and Publication Administration approved 145 domestic games and 11 imported games in September, indicating a positive trend in the gaming industry [12] Group 6 - The global crude steel production in August was 145.3 million tons, a year-on-year increase of 0.3%, while the cumulative production from January to August saw a decline of 1.7% [23] - The UK government faced challenges in issuing new bonds, with the latest five-year bond auction seeing the lowest oversubscription rate in nearly two years [20]

长川科技（300604）(300604.SZ)发布公告，近日，公司收到长川投资出具的《关于股份减持情况的告 知函》，获悉其于2025年8月25日至2025年9月24日通过集中竞价及大宗交易方式合计减持其持有的公司 股份数量比例已达到公司总股本的1%，且本次减持计划已实施完成。截至该告知函出具之日，长川投 资累计减持其所持有的公司股份合计1122万股，占公司总股本的1.7796%。长川投资本次减持股份总数 未超过减持计划约定的股数。 ...

智通财经APP讯，长川科技(300604.SZ)发布公告，近日，公司收到长川投资出具的《关于股份减持情况 的告知函》，获悉其于2025年8月25日至2025年9月24日通过集中竞价及大宗交易方式合计减持其持有的 公司股份数量比例已达到公司总股本的1%，且本次减持计划已实施完成。截至该告知函出具之日，长 川投资累计减持其所持有的公司股份合计1122万股，占公司总股本的1.7796%。长川投资本次减持股份 总数未超过减持计划约定的股数。 ...

（编辑 姚尧） 证券日报网讯 9月24日晚间，长川科技发布公告称，公司股票交易价格连续两个交易日内（2025年9月 23日、2025年9月24日）收盘价格涨幅偏离值累计超过30%，属于股票交易异常波动的情况。公司前期 披露的信息不存在需要更正、补充之处；公司未发现近期公共媒体报道了可能或已经对公司股票交易价 格产生较大影响的未公开重大信息。 ...

（文章来源：证券日报） 证券日报网讯 9月24日晚间，长川科技发布公告称，公司于近日接到公司控股股东、实际控制人赵轶先 生的通知，获悉赵轶先生将其持有的本公司股份办理了解除质押手续，本次解除质押股份数量为22， 420，000股。 ...

Market Overview - As of September 24, the Shanghai Composite Index closed at 3853.64 points, with a gain of 0.83%. The Shenzhen Component Index closed at 13356.14 points, up by 1.80%. The ChiNext Index closed at 3185.57 points, increasing by 2.28% [1]. Trading Activity - A total of 2309 stocks saw an increase in average transaction volume, with 57 stocks experiencing a rise of over 50% in average transaction volume. Conversely, 2250 stocks reported a decrease in average transaction volume [1]. - Notable stocks with significant increases in average transaction volume include ST Jinggu, *ST Yatai, and Shibei Gaoxin, which showed substantial growth [1]. Individual Stock Performance - The following stocks had the highest increases in average transaction volume on September 24: - ST Jinggu: 5.00% increase, average transaction volume of 4012 shares, up by 248.10% - *ST Yatai: 5.04% increase, average transaction volume of 5621 shares, up by 159.79% - Shibei Gaoxin: 9.98% increase, average transaction volume of 2946 shares, up by 158.79% [1]. Trading Volume and Transaction Count - The stocks with the highest increase in transaction count include: - Heertai: 1.47% increase, 453,845 transactions, up by 7936.92% - Dazhong Public Utilities: 4.79% increase, 278,574 transactions, up by 2732.19% - ST Chuangyi: -4.13% decrease, 37,426 transactions, up by 2449.46% [2]. Stocks with Significant Growth - The following stocks had both average transaction volume and transaction count increase by over 50%: - *ST Yatai: 5.04% increase, average transaction volume of 5621 shares, up by 159.79%, with 2238 transactions, up by 1273.01% [3]. - Other notable stocks include: - Yangyuan Beverage: 9.98% increase, average transaction volume of 785 shares, up by 104.84%, with 17,973 transactions, up by 118.81% [4].