Venture(US:VEMLY) Ge Long Hui·2025-09-24 07:47Market Overview - The three major A-share indices collectively rose, with the Shenzhen Component Index and the ChiNext Index reaching new highs for the year. The Shanghai Composite Index closed up 0.83% at 3853 points, the Shenzhen Component Index rose 1.8%, and the ChiNext Index increased by 2.28% [1][2]. Sector Performance - Semiconductor and chip stocks saw significant gains, with companies like ShenGong Co., Jiangfeng Electronics, and Changchuan Technology hitting the 20% daily limit up. Other notable performers included Huicheng Co. and Weidao Nano, which rose over 15% [4][5]. - The photovoltaic equipment sector was active, with TCL Zhonghuan also hitting the daily limit up. The electronic chemicals and battery sectors showed strength, while tourism and hotel stocks continued to decline, with Yunnan Tourism hitting the daily limit down [2][11]. Notable Stocks - Key stocks that performed well included: - ShenGong Co. (+20.01% to 44.51) - Jiangfeng Electronics (+20.00% to 98.82) - Changchuan Technology (+20.00% to 96.32) - Huicheng Co. (+15.84% to 18.21) - Weidao Nano (+15.54% to 57.40) [5][7]. - Alibaba concept stocks also showed strong performance, with companies like Bona Film Group and Hangang Co. hitting the daily limit up, and others like Keda Xunfei and Dongruan Zai Bo following suit [6][7]. Industry Insights - The semiconductor inflation is reportedly intensifying, with TSMC's upcoming 2nm process expected to see price increases of over 50%, contributing to a supply-demand imbalance in memory and storage devices [5][6]. - Real estate stocks showed strength, with companies like Yuhua Development and Shanghai Lingang hitting the daily limit up, driven by expectations of accelerated land acquisition and inventory optimization policies [10]. Future Outlook - The market sentiment remains optimistic, with expectations of improved performance due to "anti-involution" trends and increased liquidity from household savings entering the market. The potential for foreign capital inflow due to Federal Reserve rate cuts also supports this outlook [13].