Market Performance - The A-share market experienced narrow fluctuations on September 30, with the Shanghai Composite Index rising by 0.52%, the Shenzhen Component Index increasing by 0.35%, and the ChiNext Index nearly flat [2][3] - For the month, the Shanghai Composite Index has gained 0.64%, the Shenzhen Component Index has increased by 6.54%, and the ChiNext Index has risen by 12.04% [2] Sector Performance - Strong performances were noted in sectors such as storage chips, energy metals, semiconductors, lithium batteries, and military industry, while the liquor and automotive service sectors weakened [3] - Notable stocks in the chip sector included Guolin Technology, Xinle Energy, and Jiangbolong, with over 10 stocks hitting the daily limit [3] - The liquor and large financial sectors saw declines, with stocks like Guojiao Liquor and Huangtai Liquor dropping over 3%, and banks like Suzhou Bank and China Ping An falling more than 1% [3] Capital Flow - Main capital inflows were observed in sectors such as non-ferrous metals, electric power equipment, and electronics, while outflows were noted in communications, non-bank financials, and banking sectors [5] - Specific stocks with significant net inflows included Zhaoyi Innovation, WuXi AppTec, and GoerTek, attracting net inflows of 1.333 billion, 926 million, and 902 million respectively [5] - Conversely, stocks like Lingyi Technology, New Yisheng, and Dongfang Fortune faced net outflows of 2.050 billion, 1.838 billion, and 1.624 billion respectively [5] Institutional Insights - Guorong Securities anticipates a stronger market in the fourth quarter, focusing on new hotspots and sectors [6] - Zhongtai Securities notes the current market is in a consolidation phase, with potential upward breakthroughs expected in October [6] - Jinyuan Securities suggests paying attention to policy planning directions in the fourth quarter, with an overall market trend likely to trend upward, recommending a focus on sectors with significant future growth potential such as brokerage, precious metals, small metals, batteries, power equipment, semiconductors, and internet services [6]
节前最后一个交易日,超2600只个股上涨
Di Yi Cai Jing Zi Xun·2025-09-30 07:43