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龙虎榜 | 中山东路1.15亿甩卖江波龙,城管希猛攻山子高科
Ge Long Hui A P P· 2025-09-30 12:02
Market Overview - On September 30, the Shanghai Composite Index rose by 0.52% to 3882 points, while the Shenzhen Component Index increased by 0.35%, and the ChiNext Index remained flat. Market focus was on storage chips, lithium mines, small metals, and non-ferrous sectors [1] Stock Performance - Notable stocks included: - Songyuan Safety (300893) with a 20.00% increase, closing at 39.90, driven by automotive safety and seatbelt leadership [2] - Guolin Technology (300786) also rose by 20.00% to 19.86, linked to significant asset restructuring [2] - New Electric Power (300593) surged 20.00% to 22.44, associated with satellite power and military applications [2] - Star徽股份 (300464) increased by 20.00% to 7.74, focusing on precision hardware and cross-border e-commerce [2] - Fulin Precision (300432) rose by 19.98% to 22.22, benefiting from investment from CATL in lithium iron phosphate [2] Trading Insights - The top net buying stocks on the day included: - Guosheng Financial Holdings with a net purchase of 3.13 billion [4] - Duofluor (002407) with a net purchase of 2.82 billion [5] - Shenzhou Technology (300593) with a net purchase of 2.08 billion [5] - Conversely, the top net selling stocks were: - Huagong Technology (000988) with a net sale of 15.43 billion [6] - Jiangbolong (301308) with a net sale of 2.34 billion [6] - Wavelength Optoelectronics (301421) with a net sale of 1.56 billion [6] Sector Highlights - The non-ferrous metal sector showed strong performance, with stocks like Jingyi Co. (300235) and Boguang New Materials (300699) experiencing significant gains [3] - The storage chip sector also attracted attention, with multiple stocks hitting their daily limits [3] Company Developments - Guosheng Financial Holdings reported a 32.10% year-on-year increase in total revenue for the first half of the year, reaching 1.136 billion, with a net profit of 209 million, up 36% [15] - The company plans to focus on its core securities business by disposing of non-core assets [15][16] - Songyuan Safety is recognized as one of the top ten copper pipe manufacturers in China, with projected revenue growth of 38.43% for 2024 [11]
【A股收评】沪指继续上攻逼近3900点,半导体、有色领涨!
Sou Hu Cai Jing· 2025-09-30 09:28
Group 1: Market Overview - The three major indices showed fluctuations, with the Shanghai Composite Index rising by 0.52%, the Shenzhen Component Index increasing by 0.35%, and the ChiNext Index remaining flat, while the Sci-Tech 50 Index rose by 1.69% [2] - Over 2,500 stocks in the two markets experienced gains, with a total trading volume of approximately 2.18 trillion yuan [2] Group 2: Industrial Metals Sector - The industrial metals sector was notably strong, with Jiangxi Copper (600362.SH) and Shengtun Mining (600711.SH) both rising by 10% [2] - The Ministry of Industry and Information Technology and eight other departments issued a plan for the non-ferrous metals industry aimed at stabilizing growth from 2025 to 2026, focusing on optimizing project layouts and avoiding redundant low-level construction [2] - The plan emphasizes the importance of national reserves for key products, which may enhance profit elasticity for related sector companies [2] Group 3: Semiconductor Sector - The semiconductor sector remained active, with stocks like Jiangbolong (301308.SZ) rising by 20% and Huahong Semiconductor (688347.SH) increasing by over 15% [3] - The release of the DeepSeek-V3.2-Exp model, which incorporates a sparse attention architecture, is expected to improve efficiency and usability in the industry [3] - There are indications of a second round of price increases in the storage market, with SanDisk announcing a price hike of over 10% and Micron Technology notifying channel partners of a 20%-30% increase [3] Group 4: Lithium Battery Sector - The lithium battery sector performed well, with companies like Yiwei Lithium Energy (300014.SZ) rising by 8.75% [4] - Major players in the battery industry reported strong demand, with factories operating at full capacity and orders extending into early next year [5] Group 5: Photovoltaic Sector - Some photovoltaic concepts also showed strength, with Godewei (688390.SH) increasing by 12.68% [5] - The demand for domestic energy storage cells is robust, with a target of reaching over 180 million kilowatts of new energy storage capacity by 2027, potentially driving an investment of approximately 250 billion yuan [5] Group 6: Weak Sectors - Sectors such as securities, banking, insurance, and liquor showed weakness, with notable declines in stocks like Kweichow Moutai (600519.SH) and Guangfa Securities (000776.SH) [5]
江波龙龙虎榜数据(9月30日)
Group 1 - Jiangbolong's stock reached the daily limit increase of 20.00%, with a total turnover rate of 9.44% and a transaction amount of 4.43 billion yuan, showing a price fluctuation of 14.09% [1] - Institutional net buying amounted to 73.34 million yuan, while the Shenzhen Stock Connect recorded a net selling of 235 million yuan, and the total net selling from brokerage seats was 72.29 million yuan [1] - The top five trading departments accounted for a total transaction of 1.64 billion yuan, with a buying amount of 703 million yuan and a selling amount of 937 million yuan, resulting in a net selling of 234 million yuan [2] Group 2 - The stock experienced a net inflow of 450 million yuan from main funds, with a significant net inflow of 463 million yuan from large orders, while small orders saw a net outflow of 12.89 million yuan [2] - The latest margin trading and securities lending balance for Jiangbolong as of September 29 was 1.33 billion yuan, with a financing balance of 1.31 billion yuan and a securities lending balance of 10.82 million yuan [2] - Over the past five days, the financing balance increased by 21.76 million yuan, reflecting a growth rate of 1.68% [2]
五连涨!A股9月收官!
Zheng Quan Shi Bao· 2025-09-30 09:11
Market Overview - A-shares ended September with all major indices rising, with the ChiNext Index up approximately 12%, marking a three-year high, and the Sci-Tech 50 Index up over 11%, reaching a nearly four-year high [1] - The Shanghai Composite Index rose 12.73% in Q3, while the Shenzhen Component Index increased by 29.25%, and the ChiNext Index surged by 50.40% [1] - On September 30, the Shanghai Composite Index closed at 3882.78 points, up 0.52%, and the Shenzhen Component Index closed at 13526.51 points, up 0.35% [1] Sector Performance Non-Ferrous Metals - The non-ferrous metals sector saw significant gains, with companies like Jiangxi Copper and Jingyi Co. hitting their daily limit up [2][3] - The cobalt market experienced a sharp increase, with the average price of 1 cobalt reaching 337,000 CNY/ton, a rise of 29,000 CNY, marking the largest single-day increase this year [3] - Factors contributing to this surge include tightening global supply and strong domestic demand in the new energy sector [3][6] Semiconductor Sector - The storage chip sector was notably active, with Jiangbolong and Huahong Semiconductor reaching new highs, with Jiangbolong hitting a 20% limit up [7] - NAND flash prices are expected to rise by 5%-10% in the coming quarters due to high demand in the enterprise SSD market [9] Military Trade - The military trade sector saw a rise, with companies like Guorui Technology and AVIC Shenfei hitting their daily limit up [10] - Increased global security concerns due to the worsening situation in the Middle East are expected to boost defense spending, enhancing demand for Chinese military equipment [10]
五连涨!A股9月收官!
证券时报· 2025-09-30 09:09
9月最后一个交易日,A股市场主要股指全线上扬,科创50指数较为强势;港股尾盘拉升,恒生指数涨近1%,恒生科技指数大涨超2%。全月来看,A股主要 指数月线均收涨,其中创业板指累计涨约12%创逾3年新高,科创50指数涨超11%创近4年新高;从季度来看,上证指数累计上涨12.73%,深证成指上涨 29.25%,创业板指上涨50.40%;同时,上证指数、深证成指、创业板指均实现月线五连涨。 具体看今日(9月30日),沪指、深证成指盘中震荡上扬,创业板指探底回升,科创50指数一度涨超2%。截至收盘,沪指涨0.52%报3882.78点,深证成指涨 0.35%报13526.51点,创业板指收平报3238.16点,科创50指数涨1.69%;沪深北三市合计成交21975亿元。 市场现明显分化,金融、酿酒等板块走低;有色板块再度爆发,江西铜业(600362)尾盘涨停、精艺股份、华锡有色等均涨停;存储芯片概念活跃,江波 龙、华虹公司(688347)、德明利等创出新高;军贸概念崛起,航天南湖涨近10%,国睿科技、中航沈飞涨停;AI应用概念拉升,当虹科技20%涨停,品茗 科技盘中涨停股价突破100元大关,创历史新高;此外,今日上市的云 ...
江波龙今日大宗交易折价成交7.4万股,成交额1119.84万元
Xin Lang Cai Jing· 2025-09-30 08:59
| 交易日期 | 证券代码 | 证券简称 | 成交价格 | 成交量 | 成交全额 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | (元) | (万股/万份) | (万元) | | | | 2025-09-30 | 301308 | 江波龙 | 151.33 | 2.30 | 348.06 | 华宝证券股份有限 | 中信建投证券股份 | | | | | | | | 公司舟山港航国际 | 有限公司深圳深南 | | | | | | | | 大厦证券营业部 | 中路证券营业部 | | 2025-09-30 | 301308 | 江波龙 | 151.33 | 1.90 | 287.53 | 华宝证券股份有限 | 中信建投证券股份 | | | | | | | | 公司舟山港航国际 | 有限公司深圳深南 | | | | | | | | 大厦证券营业部 | 中路证券营业部 | | 2025-09-30 | 301308 | 江波龙 | 151.33 | 1.80 | 272.39 | 华宝证券股份有限 | 中信建投证券股份 ...
国家大基金持股概念涨2.79%,主力资金净流入这些股
Core Insights - The National Big Fund's stock concept rose by 2.79%, ranking 7th among concept sectors, with 34 stocks increasing in value, led by Jiangbolong with a 20% limit-up [1] - The sector saw a net inflow of 1.733 billion yuan, with 28 stocks receiving net inflows, and 11 stocks exceeding 100 million yuan in net inflow [1] Market Performance - Top gainers in the National Big Fund stock concept include Jiangbolong (20%), Huahong (15.72%), and Xingfu Electronics (9.50%) [1] - The top decliners in the sector were Changchuan Technology (-4.32%), Chipone (-2.66%), and Shennan Circuit (-2.10%) [1] Fund Flow Analysis - Jiangbolong, Ruixinwei, and Youyan New Materials had the highest net inflow rates at 10.16%, 9.34%, and 9.20% respectively [2] - The leading stock in terms of net inflow was Changdian Technology, with a net inflow of 757.31 million yuan [2] Detailed Stock Data - The table lists various stocks with their respective daily price changes, turnover rates, and net inflow ratios, highlighting significant movements in the National Big Fund stock concept [3][4] - Notable stocks include Changdian Technology (7.83% increase, 12.04% turnover), Jiangbolong (20% increase, 9.44% turnover), and Ruixinwei (4.96% increase, 3.65% turnover) [2][3]
42.63亿主力资金净流入,存储芯片概念涨2.80%
Core Viewpoint - The storage chip sector has shown a significant increase, with a rise of 2.80%, ranking sixth among concept sectors, indicating strong market interest and investment potential in this area [1][2]. Group 1: Sector Performance - As of September 30, the storage chip concept saw 91 stocks increase, with Jiangbolong hitting a 20% limit up, and notable gains from companies like Huahong, Canxin, and Hengshuo, which rose by 15.72%, 15.41%, and 11.88% respectively [1]. - The sector's performance is contrasted by declines in stocks such as Jingyi Equipment, Jiangfeng Electronics, and Dongxin, which fell by 6.21%, 4.86%, and 3.29% respectively [1]. Group 2: Capital Flow - The storage chip sector attracted a net inflow of 4.263 billion yuan, with 69 stocks receiving net inflows, and 16 stocks exceeding 100 million yuan in net inflow [2]. - The leading stock in terms of net inflow was Zhaoyi Innovation, with a net inflow of 1.478 billion yuan, followed by Changdian Technology, Shentech, and Jiangbolong, which saw net inflows of 757.1 million yuan, 686.2 million yuan, and 450 million yuan respectively [2]. Group 3: Stock Performance Metrics - Key stocks in the storage chip sector included Zhaoyi Innovation with an 8.20% increase and a turnover rate of 8.97%, and Changdian Technology with a 7.83% increase and a turnover rate of 12.04% [3]. - Shentech led in net inflow ratio at 34.75%, followed by Demingli at 21.40% and Chengbang at 17.30% [3].
半导体板块9月30日涨1.73%,江波龙领涨,主力资金净流入12.7亿元
| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 301308 | 江波龙 | 178.03 | 20.00% | 25.91万 | | 44.27 乙 | | 688347 | 华机公司 | 114.56 | 15.72% | 42.13万 | | 45.29亿 | | 688891 | 灿芯股份 | 101.88 | 15.41% | 13.85万 | | 13.13 乙 | | 688233 | 神工股份 | 50.77 | 12.32% | 1 23.09万 | | 11.35 亿 | | 688416 | 恒炼股份 | 54.71 | 11.88% | 9.41万 | | 5.03亿 | | 688123 | 聚辰股份 | 162.47 | 10.47% | 14.08万 | | 22.58亿 | | 688766 | 普申股份 | 112.28 | 10.29% | 17.07万 | | 18.86 乙 | | 001309 | 德明利 | 204.69 | 10.00 ...
江波龙(301308) - 2025年9月23日-26日投资者关系活动记录表
2025-09-30 08:24
| 地点 | 深圳市前海深港合作区南山街道听海大道 5059 号鸿荣源前 | | --- | --- | | | 海金融中心二期 座 B 2301 | | 上市公司接待人 | 副总经理、董事会秘书 许刚翎 | | | 投资者关系经理 黄琦 | | 员姓名 | 投资者关系资深主管 苏阳春 | | | 1、如何展望存储价格的涨幅弹性? | | | 答:根据第三方媒体报道,9 月以来,继闪迪公开宣布 | | | 涨价之后,美光向渠道通知存储产品即将上涨 20%-30%,三 | | | 星通知大客户 LPDDR4X、LPDDR5/5X 协议价格预计上涨 | | | 15%-30%以上,eMMC/UFS 协议价格预计涨幅 5%-10% | | | 根据 CFM 闪存市场预测,全球 AI 服务器市场新增 DRAM | | | 和 NAND 备货需求下半年相继涌现,进一步带动原厂产能供 | | | 应向高性能服务器存储产品倾斜,在超预期的服务器存储新 | | | 增需求带动下,原厂全面转向以利润指标为核心的供应策 | | | 略,四季度存储市场价格将迎来全面上涨。 | | 投资者关系活动 | 2、如何看待公司企业级产品导入 ...