(责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 格隆汇9月24日｜科创50指数涨幅扩大至超2%。盛美上海涨超10%，华海清科涨超9%，拓荆科技涨超 7%。 | 上证指数 | 3829.21 | +7.37 | +0.19% | | --- | --- | --- | --- | | 000001 | | | | | 创业板指 | 3140.11 | +25.56 | +0.82% | | 399006 | | | | | 深证成指 | 13171.40 | +51.59 | +0.39% | | 399001 | | | | | 科创20 | 1437.04 | +29.74 | +2.11% | | 000688 | | | | | 北证50 | 1560.87 | +13.42 | +0.87% | | 899050 | | | | | 沪深300 | 4525.24 ...

半导体产业链全线拉升。存储芯片概念股走高，其中通富微电(002156)直线拉升涨停。 9月24日，A股三大指数集体低开。开盘后拉升，三大指数盘中均翻红。 盘面上，供气供热、水务、石油等板块涨幅居前；通信设备、元器件、旅游等板块跌幅居前。 银行股反复活跃，渝农商行涨超3%，齐鲁银行、邮储银行、工商银行、浙商银行、中国银行、杭州银行涨超1%。 港股方面，恒生指数和恒生科技指数飘红。半导体股盘初拉升，中芯国际涨超3%，股价创新高，华虹半导体涨超2%。另外，美团等涨超2%，阿里巴巴涨 超1%，金山云跌近8%，百度跌近3%。 半导体硅片概念股拉升 盘初，半导体硅片概念股继续走强，立昂微2连板，神工股份、有研硅、沪硅产业、中晶科技等纷纷冲高。 消息面上，半导体硅片涨价预期愈演愈烈，海外环球晶圆、胜高、合晶、世创等公司股价近期大幅上涨。 影视院线板块拉升 影视院线板块盘初走强，博纳影业涨停，光线传媒、欢瑞世纪、华策影视、中国电影、幸福蓝海、横店影视等纷纷拉升。 据猫眼专业版数据，截至9月23日17时08分，2025年国庆档新片预售总票房已突破500万元。《刺杀小说家2》领跑国庆档预售票房榜，《浪浪人生》《志 愿军：浴血和平 ...

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board 50 Index (000688) has seen a strong increase of 1.74%, with notable gains from component stocks such as Shengmei Shanghai (688082) up 9.99%, Huahai Qingshi (688120) up 7.10%, and Hehui Optoelectronics (688538) up 7.04% [1] - The Sci-Tech 50 ETF Index (588040) also rose by 1.74%, with the latest price reported at 1.46 yuan [1] - Semiconductor equipment is leading the market, with Shengmei Shanghai reaching a new high following the announcement of its first KrF process front-end coating and developing equipment, Ultra Lith KrF, which was delivered to a major logic wafer factory in China on September 8, 2025 [1] Group 2 - The Sci-Tech 50 ETF Index closely tracks the performance of the Sci-Tech Innovation Board 50 Index, which consists of 50 securities with large market capitalization and good liquidity, reflecting the overall performance of representative sci-tech enterprises [2] - As of August 29, 2025, the top ten weighted stocks in the Sci-Tech Innovation Board 50 Index include Cambricon (688256), SMIC (688981), Haiguang Information (688041), and others, collectively accounting for 60.25% of the index [2] - The Sci-Tech 50 ETF Index is complemented by other products such as the Sci-Tech 50 Enhanced ETF (588460) and various connection funds [2]

Group 1 - The A-share market saw all three major indices rise, with semiconductor chips continuing to lead the gains, as the semiconductor ETFs experienced significant increases of 5.26% and 5.23% respectively, while the largest chip ETF rose by 2.46% after attracting a net inflow of 365 million yuan yesterday and an additional 100 million yuan today [1][2] - Semiconductor equipment and lithography machine concepts surged in the afternoon trading session, with companies like WaveOptics and Zhangjiang Hi-Tech hitting their daily limit and reaching historical highs, continuing their strong performance today [1] - Industry reports indicate that TSMC's last 3nm process CPU prices have increased by approximately 20%, with a further price hike of over 50% expected for the 2nm process next year, alongside a supply-demand imbalance in memory and hard drives, signaling a potential semiconductor inflation [1] Group 2 - The largest chip industry ETF, Chip ETF (159995), rose by 2.43%, with a net inflow of 365 million yuan yesterday, covering the entire semiconductor industry chain including leading companies like SMIC, Cambricon, and Huagong Tech [2] - The focus on domestic semiconductor replacement equipment and materials is highlighted by the Sci-Tech Innovation Semiconductor ETF (588170), which increased by 5.26%, including component stocks such as AMEC (etching equipment) and Tsinghua Unigroup (thin film deposition equipment) [2] - The Semiconductor Materials ETF (562590) rose by 5.23%, representing upstream production equipment in the semiconductor industry, including companies like North Huachuang (semiconductor equipment) and Huagong Tech (silicon wafers) [2]

Group 1 - The semiconductor sector continues to experience significant growth, with equipment-related stocks leading the surge [1] - Companies such as ShenGong Co. and Jiangfeng Electronics have reached a 20% limit-up, indicating strong market performance [1] - Other notable performers include Shengmei Shanghai and Weidao Nano, which have seen increases of over 10%, along with Beifang Huachuang, Jingyi Equipment, and Huahai Qingke, which are among the top gainers [1]

Core Viewpoint - The semiconductor and chip sectors are experiencing significant activity, with multiple stocks reaching new highs, indicating a bullish trend in the market. Semiconductor Equipment Stocks - Changchuan Technology, Shengmei Shanghai, and Jingyi Equipment have seen stock price increases of over 10%, 10.44%, and 9.66% respectively, all reaching historical highs [1][2] - Northern Huachuang's stock price rose by 4.18%, also marking a new record [1][2] Memory Chip Sector - Tongfu Microelectronics hit the daily limit, while stocks such as Jiangbolong, Saiteng Co., Demingli, and Jiangfeng Electronics also experienced price increases [1][2] Hong Kong Semiconductor Stocks - In the Hong Kong market, Semiconductor Manufacturing International Corporation (SMIC) rose nearly 4%, achieving a new historical high, while Huahong Semiconductor increased by over 2% [3][4]

Group 1 - The A-share market shows strong performance in storage chip concept stocks, with Tongfu Microelectronics (002156) hitting the daily limit, and several other companies like Jingyi Equipment, Saiteng Co., Jiangbolong, and Jucheng Co. rising over 7% [1] - Notable stock performances include: - Tongfu Microelectronics (002156) up 10% to 37.72, with a market cap of 57.2 billion and a year-to-date increase of 27.87% - Jingyi Equipment (688652) up 7.93% to 94.00, with a market cap of 15.8 billion and a year-to-date increase of 91.80% - Saiteng Co. (603283) up 7.67% to 52.25, with a market cap of 14.6 billion and a year-to-date increase of 6.59% [2] - Other companies with significant gains include Jiangbolong (301308) up 7.55% to 155.20, Jucheng Co. (688123) up 7.11% to 128.53, and Yake Technology (002409) up 6.45% to 71.41 [1][2] Group 2 - The overall trend indicates a bullish sentiment in the storage chip sector, with multiple stocks experiencing substantial increases in both daily performance and year-to-date metrics [1][2] - The market capitalization of the highlighted companies varies significantly, with Jiangbolong leading at 65.1 billion, followed by Tongfu Microelectronics at 57.2 billion, and Jucheng Co. at 20.3 billion [2]

Core Insights - The A-share market has shown strong performance in storage chip concept stocks, with several companies experiencing significant gains [1] Company Performance - Tongfu Microelectronics (通富微电) saw a limit-up increase of 10.00%, with a latest price of 37.72 and a total market capitalization of 57.2 billion, marking a year-to-date increase of 27.87% [2] - Jingyi Equipment (京仪装备) increased by 7.93% to a price of 94.00, with a market cap of 15.8 billion and a year-to-date increase of 91.80% [2] - Saiteng Co., Ltd. (赛腾股份) rose by 7.67% to 52.25, with a market cap of 14.6 billion and a year-to-date increase of 6.59% [2] - Jiangbolong (江波龙) increased by 7.55% to 155.20, with a market cap of 65.1 billion and a year-to-date increase of 80.47% [2] - Jucheng Technology (聚辰股份) saw a rise of 7.11% to 128.53, with a market cap of 20.3 billion and a year-to-date increase of 120.56% [2] - Yake Technology (雅克科技) increased by 6.45% to 71.41, with a market cap of 34.0 billion and a year-to-date increase of 23.82% [2] - Chengbang Co., Ltd. (诚邦股份) rose by 6.32% to 13.45, with a market cap of 355.4 million and a year-to-date increase of 186.17% [2] - Demingli (德明利) increased by 5.12% to 179.36, with a market cap of 40.7 billion and a year-to-date increase of 188.66% [2] - Changdian Technology (长电科技) rose by 4.41% to 40.93, with a market cap of 73.2 billion and a year-to-date increase of 0.55% [2] - Huahai Qingke (华海清科) increased by 4.03% to 142.49, with a market cap of 50.4 billion and a year-to-date increase of 30.60% [2]

Group 1 - The core point of the article highlights the performance of the Sci-Tech Chip ETF Index (588920), which opened at a decline of 0.46% at 1.520 yuan on September 24 [1] - Major stocks within the Sci-Tech Chip ETF Index showed mixed performance, with SMIC down 1.27%, Haiguang Information up 0.52%, Cambrian down 1.51%, and others like Zhongwei Company down 2.81% [1] - The performance benchmark for the Sci-Tech Chip ETF Index is the Shanghai Stock Exchange Sci-Tech Board Chip Index, managed by Penghua Fund Management Co., Ltd., with a return of 52.79% since its establishment on July 16, 2025, and a return of 16.96% over the past month [1]

Group 1 - The A-share market shows strong performance in storage chip concept stocks, with Tongfu Microelectronics hitting the daily limit up [1] - Companies such as Jingyi Equipment, Saiteng Co., Jiangbolong, and Juchen Co. have seen stock increases of over 7% [1] - Yake Technology and Chengbang Co. have risen by over 6%, while Demingli has increased by over 5% [1] - Changdian Technology and Huahai Qingke have both experienced stock growth of over 4% [1]