2025年7月22日，长川科技披露股东减持计划，其实际控制人之一致行动人、持股5%以上股东长川投 资，计划15个交易日后3个月内，通过集中竞价及大宗交易减持不超1122万股，占总股本1.7796%。近 日公司公告，8月25日至9月24日，长川投资累计减持1121.9977万股，占总股本1.7796%，减持计划实施 完成，未超计划约定股数。本次减持符合法规，未违规。减持后，控股股东、实际控制人及其一致行动 人合计持股占比26.6312%，不影响公司控制权、治理结构和持续经营。 ...

2025年9月23 - 24日，杭州长川科技股份有限公司股票收盘价格涨幅偏离值累计超30%，属异常波动。 公司董事会核实，前期披露信息无需更正补充，未发现公共媒体报道可能影响股价的未公开重大信息， 生产经营正常、内外部环境无重大变化。除处于申报阶段的再融资事项和已披露的前三季度业绩预告 外，无应披露未披露重大事项。实际控制人之一致行动人等按减持计划减持，控股股东、实控人异常波 动期间无其他买卖行为。公司提醒投资者关注指定媒体信息，注意投资风险。 ...

Market Overview - On September 24, the Shanghai Composite Index rose by 0.83%, the Shenzhen Component Index increased by 1.80%, and the ChiNext Index gained 2.28%. The total trading volume in the Shanghai and Shenzhen markets reached 2.33 trillion yuan, with over 4,400 stocks rising across the market [1]. Sector Performance - The semiconductor, photolithography, and energy metal sectors experienced significant gains, while the tourism sector saw the largest declines [1]. Focus Stocks - The entire chip industry chain saw a surge, with notable performances from Huasoft Technology (4 consecutive gains), Sunflower (20% increase for 3 consecutive days), and Changchuan Technology (20% increase for 2 consecutive days) [3]. - The robotics concept stocks were also active, with Hongdou Co. achieving 5 gains in 4 days, Lianmei Holdings with 3 consecutive gains, and Yingfeng Co. with 2 consecutive gains [3]. Key Stock Data - Notable stocks included: - Sunflower (20.03% increase, price 8.57 yuan) with plans to acquire semiconductor assets [4] - Shenkong Fanfang (20.01% increase, price 44.51 yuan) focusing on large-diameter silicon materials [4] - Shangwei New Materials (20% increase, price 110.08 yuan) involved in strategic asset transfers [4] - United Chemical (20% increase, price 104.40 yuan) specializing in photolithography and material etching [4] - Jiangfeng Shenzi (20% increase, price 98.82 yuan) recognized as a leader in target materials [4] Trading Dynamics - The top net buying stocks on the day included Tongfu Microelectronics, Hongdou Co., and Enjie Co., with net purchases of 515 million yuan, 273 million yuan, and 252 million yuan respectively [5]. - The top net selling stocks included Kaimeite Gas, Changchuan Technology, and Heertai, with net sales of 197 million yuan, 193 million yuan, and 158 million yuan respectively [6]. Institutional Activity - Institutional net buying was significant in stocks like Huicheng Co. (+15.84%), Northern Huachuang (+10%), and Lixing Co. (+14.78%) [8]. - Conversely, stocks like Changchuan Technology and Kaimeite Gas saw substantial net selling from institutions [9]. Summary of Key Stocks - Tongfu Microelectronics closed at 37.72 yuan, with a 10% increase and a trading volume of 35.43 billion yuan [10]. - Hongdou Co. closed at 3.83 yuan, with a 10.06% increase and a trading volume of 9.66 billion yuan [11]. - Enjie Co. closed at 44.59 yuan, with a 9.99% increase and a trading volume of 16.47 billion yuan [13].

Group 1 - The semiconductor sector in China's A-shares has shown strong performance, with a daily increase of 4.39% and a cumulative weekly rise of over 8%, outperforming the Shanghai Composite Index [1] - Several stocks, including ShenGong Co., Jiangfeng Electronics, and Changchuan Technology, reached their daily price limits, with some recording approximately 20% gains [1] - The positive performance of the semiconductor sector is attributed to multiple favorable factors, including supportive government policies and increased demand and capital investment in the industry [1] Group 2 - Alibaba's CEO announced a three-year plan to invest 380 billion yuan in artificial intelligence infrastructure, indicating significant capital commitment to the AI sector [1] - The overall performance of major A-share indices was positive, with the Shanghai Composite Index rising by 0.83%, the Shenzhen Component Index by 1.8%, and the ChiNext Index by 2.28% [2] - The total trading volume in the Shanghai and Shenzhen markets was approximately 23.268 billion yuan, a decrease of about 1.676 billion yuan compared to the previous trading day [2]

Core Insights - On September 24, a total of 31 stocks were identified with institutional activity, with 17 showing net buying and 14 showing net selling [1] Institutional Buying - The top three stocks with the highest net institutional buying were Huicheng Co., Beifang Huachuang, and Lixing Co., with net buying amounts of 152 million, 143 million, and 138 million respectively [1] Institutional Selling - The top three stocks with the highest net institutional selling were Borui Pharmaceutical, Changchuan Technology, and Kaimete Gas, with net outflow amounts of 471 million, 348 million, and 131 million respectively [1]

共31只个股出现了机构的身影。 盘后数据显示，9月24日龙虎榜中，共31只个股出现了机构的身影，有17只股票呈现机构净买入，14只 股票呈现机构净卖出。 当天机构净买入前三的股票分别是汇成股份、北方华创、力星股份，净买入金额分别是1.52亿元、1.43 亿元、1.38亿元。 当天机构净卖出前三的股票分别是博瑞医药、长川科技、凯美特气，净流出金额分别是4.71亿元、3.48 亿元、1.31亿元。 | IN FE A FENDE | 一 机构资金参与个股 | | | --- | --- | --- | | 证券简称 | 冒涨跌幅 | 机构净买入(万元) | | 汇成股份 | 15.84% | 15173.86 | | 北方华创 | 10.00% | 14288.91 | | 力星股份 | 14.78% | 13840.74 | | 聚辰股份 | 6.93% | 10143.32 | | 北化股份 | 9.98% | 8993.94 | | 矽电股份 | 12.46% | 8425.42 | | 恩捷股份 | 9.99% | 6678.65 | | 和而泰 | 1.47% | 5377.87 | | 唯特偶 | 4 ...

Key Points - The total trading volume of the Shanghai and Shenzhen Stock Connect reached 286.13 billion, with Industrial Fulian and Luxshare Precision leading in trading volume for the Shanghai and Shenzhen Stock Connect respectively [1] - The semiconductor sector saw the highest net inflow of funds, indicating strong investor interest in this industry [3][4] - The top ten stocks by trading volume in the Shanghai Stock Connect included Industrial Fulian, Haiguang Information, and Huaiwu Technology, while Luxshare Precision, Ningde Times, and Sunshine Power led in the Shenzhen Stock Connect [2] - The Saudi ETF (159329) experienced a remarkable trading volume increase of 488% compared to the previous trading day, highlighting significant investor activity in this fund [7][8] - In the futures market, both long and short positions in the IM contract saw a reduction of over 10,000 contracts, indicating a shift in market sentiment [9] - The stock Northern Huachuang saw significant trading activity, with two institutions buying 382 million and selling 238 million, reflecting a competitive trading environment [11][12] - The top inflow stocks included Sunshine Power and Tongfu Microelectronics, while the top outflow stocks featured Heertai and Industrial Fulian, indicating varied investor strategies [5][6]

| 买入金额最大的前5名 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 交易量业修名序 | | | 买入金額(万) | 占总成交比例 | 类出含额(万) | 占总成交比例 | 净额万)0 | | | 深腔通专用 | 777次 47 23% | 0 | 59971.62 | 5.31% | 80257.32 | 7.11% | -20285.70 | | 2 | 国联民生证券股份有限公司宁波分公司 | 10次 70.00% | A | 08 89681 | 1.68% | 1.81 | 0.00% | 18966 89 | | 3 | 关业证券股份有限公司成都航空路证券融业部 | 6次 33.33% | > | 16735 30 | 1.48% | 86.93 | 0.01% | 16639.37 | | | 中信证券股份有限公司浙江分公司 | 157次 35.67% | ▶ | 16717.70 | 1.48% | 833.23 | 0.07% | 15884.47 | | દિ | 广发运势股 ...

长川科技今日涨停，全天换手率25.52%，成交额112.90亿元，振幅11.71%。龙虎榜数据显示，机构净卖 出3.48亿元，深股通净卖出2.03亿元，营业部席位合计净买入3.58亿元。 深交所公开信息显示，当日该股因日收盘价涨幅达20.00%上榜，机构专用席位净卖出3.48亿元，深股通 净卖出2.03亿元。 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30.29亿元，其中，买入成交额为14.18亿 元，卖出成交额为16.11亿元，合计净卖出1.93亿元。 具体来看，今日上榜的营业部中，共有2家机构专用席位现身，即卖二、卖五，合计买入金额6171.40万 元，卖出金额4.10亿元，合计净卖出3.48亿元，深股通为第一大买入营业部及第一大卖出营业部，买入 金额为6.00亿元，卖出金额为8.03亿元，合计净卖出2.03亿元。 资金流向方面，今日该股主力资金净流出2.84亿元，其中，特大单净流出2.82亿元，大单资金净流出 214.75万元。近5日主力资金净流入2.02亿元。 融资融券数据显示，该股最新（9月23日）两融余额为18.83亿元，其中，融资余额为18.68亿元，融券余 额为1511.48万元 ...

Market Overview - The three major stock indices collectively rose, with the Shanghai Composite Index closing at 3853.64 points, up 0.83% [1][2] - The Shenzhen Component Index closed at 13356.14 points, up 1.8%, and the ChiNext Index closed at 3185.57 points, up 2.28% [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 2.33 trillion yuan, a decrease of 167.6 billion yuan compared to the previous trading day [1] Sector Performance - The semiconductor industry chain, photovoltaic equipment, gaming, and BC battery concepts saw significant gains, while the tourism sector weakened slightly [6][7] - Notable sector performances included: - Semiconductor: +4.60% with a net inflow of 156.7 billion yuan [7] - BC Battery: +4.30% with a net inflow of 11.57 billion yuan [7] - Tourism and hotels: -0.71% with a net outflow of 5.08 billion yuan [7] Individual Stock Highlights - Key stocks in the semiconductor sector, such as ShenGong Co., Jiangfeng Electronics, and Changchuan Technology, hit the 20% limit up [8] - Lixun Precision saw a price increase of over 6%, reaching a historical high with a trading volume of nearly 30 billion yuan [8] - Major net inflows were observed in stocks like Sunshine Power, SMIC, and Tongfu Microelectronics, with net inflows of 1.342 billion yuan, 1.155 billion yuan, and 1.152 billion yuan respectively [9] Institutional Insights - Dexun Securities noted strong support for the Shanghai Index around 3800 points, with the semiconductor sector continuing to show activity, indicating bullish market sentiment [11] - Dongfang Securities highlighted potential volatility in global assets due to changes in overseas interest rates, while domestic liquidity remains loose, suggesting a focus on technology sectors for potential gains [11]