午后突变!多个强势板块跳水回落
Zheng Quan Shi Bao·2025-09-26 09:14

Market Overview - A-shares fell on September 26, with the ChiNext Index dropping over 2% and the Hang Seng Index down more than 1% [1] - The total trading volume in the Shanghai and Shenzhen markets was 21,664 billion yuan, a decrease of 2,256 billion yuan from the previous day [1] Sector Performance Pharmaceutical Sector - The pharmaceutical sector experienced a significant decline, with Guangsheng Tang dropping nearly 15% and other companies like Xiangrikui and Borui Pharmaceutical falling over 10% [3][4] - Borui Pharmaceutical has seen a cumulative drop of nearly 40% over the last five trading days, despite stating that its daily operations remain normal [4] Semiconductor Sector - The semiconductor sector also faced a downturn, with companies like Lianangwei hitting the daily limit down and others like Dongwei and Geyun Electronics dropping over 6% [6][7] - Reports indicate that the Trump administration is considering a new semiconductor policy that could impose a 100% tariff on companies not maintaining a 1:1 ratio of domestically produced to imported semiconductors [6] Wind Power Sector - The wind power sector showed resilience, with companies like Weili Transmission and Xiangdian Co. hitting the daily limit up [9][10] - As of the end of August, the cumulative installed capacity for wind power reached 580 million kilowatts, a year-on-year increase of 22.1% [10][11] Notable Stock Movements - The newly listed company Haocreative Technology on the ChiNext saw a closing increase of 190.8%, with a peak increase of 257% during the day [1] - Lianangwei, which had previously seen three consecutive days of limit-up trading, faced a significant drop after warnings about potential irrational speculation [8]