0:00 A股融资余额规模继续攀升，杠杆资金入场步伐加快。截至10月9日，沪深京三市融资余额达24291.95亿 元，续创历史新高。从单日融资净买入额来看，10月9日单日融资净买入额超过508亿元，创近1年新 高，在A股历史中录得次高纪录，仅次于2024年10月8日的1075亿元峰值。 融资客热情持续高涨下，哪些个股得到了融资客们的青睐？21财经·南财快讯记者统计发现，今年以 来，电子、电力设备、通信等科技行业是融资净买入的热门板块。具体到个股，光模块龙头新易盛、 AI-PCB龙头胜宏科技年内获融资净买入超过100亿元，并连续5个月被融资客持续加仓，两股年内涨幅 分别达327.06%、580.97%。 ...

10月9日沪指上涨1.32%，市场两融余额为24455.47亿元，较前一交易日增加513.90亿元。 证券时报·数据宝统计显示，截至10月9日，沪市两融余额12444.12亿元，较前一交易日增加250.19亿 元；深市两融余额11936.21亿元，较前一交易日增加262.75亿元；北交所两融余额75.14亿元，较前一交 易日增加0.96亿元；深沪北两融余额合计24455.47亿元，较前一交易日增加513.90亿元。 与杠杆资金大幅加仓股相比，有1154股融资余额出现下降，其中，融资余额降幅超过5%的有159只。康 乐卫士融资余额降幅最大，最新融资余额1562.19万元，与前一个交易日相比，融资余额下降了 48.70%；融资余额降幅较大的个股还有无锡鼎邦、方盛股份等，融资余额分别下降了32.27%、 31.51%。 融资余额降幅前20只个股 | 代码 | 简称 | 最新融资余额（万 | 较前一个交易日增减 | 当日涨跌幅（%） | 所属行业 | | --- | --- | --- | --- | --- | --- | | | | 元） | （%） | | | | 920575 | 康乐卫 士 | 1562.1 ...

Market Overview - On September 29, the Shanghai Composite Index rose by 0.90%, with the total margin trading balance reaching 24,287.55 billion yuan, an increase of 4.297 billion yuan compared to the previous trading day [1] - The margin trading balance in the Shanghai market was 12,344.99 billion yuan, up by 4.437 billion yuan, while the Shenzhen market saw a slight decrease of 1.05 million yuan to 11,866.32 billion yuan [1] Industry Analysis - Among the industries tracked by Shenwan, 13 sectors experienced an increase in margin trading balance, with the non-bank financial sector leading with an increase of 4.329 billion yuan [1] - The power equipment and non-ferrous metals industries also saw significant increases in margin trading balances, rising by 2.294 billion yuan and 1.080 billion yuan, respectively [1] Stock Performance - A total of 1,682 stocks saw an increase in margin trading balance, accounting for 45.17% of the total, with 248 stocks experiencing an increase of over 5% [1] - The stock with the highest increase in margin trading balance was Lingge Technology, which saw a balance of 43.5681 million yuan, reflecting a 216.65% increase from the previous day, and its stock price rose by 14.39% [1] - Other notable stocks with significant increases in margin trading balance included Yangyuan Beverage and C Haocreat, with increases of 80.02% and 68.96%, respectively [1] Top Gainers and Losers - Among the top 20 stocks with the largest increase in margin trading balance, the average stock price rose by 3.68%, with notable gainers including Pinming Technology and Kaiwang Technology, which increased by 20.01% and 18.30%, respectively [2] - Conversely, the stocks with the largest declines included Xinguang Optoelectronics and Huasoft Technology, which fell by 17.56% and 10.02%, respectively [2] Margin Trading Balance Changes - The top 20 stocks with the largest increase in margin trading balance included Lingge Technology, Yangyuan Beverage, and C Haocreat, with respective balances of 43.5681 million yuan, 24.5232 million yuan, and 7.08209 million yuan [3] - In contrast, the stocks with the largest decrease in margin trading balance included Shichang Co., which saw a decline of 26.67%, and Jiebang Technology, which decreased by 25.78% [5]

Macro Dynamics - As of June 2025, China's banking sector has foreign financial assets totaling $17,721 billion and foreign liabilities of $15,377 billion, resulting in a net foreign asset of $2,344 billion. The net liabilities in RMB amount to $3,171 billion, while net assets in foreign currencies total $5,515 billion. The breakdown of foreign financial assets shows that loans and deposits account for $10,638 billion (60%), bonds for $4,526 billion (26%), and other assets for $2,557 billion (14%) [2]. Visa and Immigration Policies - China has introduced a new K visa category aimed at promoting exchanges and cooperation among young scientific and technological talents, with details to be announced by Chinese embassies and consulates [3]. - Starting September 29, South Korea has implemented a visa waiver policy for group tourists from China, allowing groups of three or more to enter without a visa for up to 15 days [5]. Financial Institutions - Roadhuas Securities has been fined HKD 2.1 million by the Hong Kong Securities and Futures Commission for improper handling of client funds, which included failing to maintain sufficient funds in independent client accounts on 12 occasions between February 2021 and July 2022 [6]. Market Data - On September 29, the A-share market saw all major indices rise, with the Shanghai Composite Index increasing by 0.9%, the Shenzhen Component by 2.05%, and the ChiNext Index by 2.74%. The total trading volume across the Shanghai and Shenzhen exchanges was CNY 21,781 billion, an increase of CNY 120 billion from the previous day [7]. - The margin financing balance in the two markets decreased by CNY 19.253 billion as of September 26, with the Shanghai Stock Exchange reporting a balance of CNY 12,188.55 billion and the Shenzhen Stock Exchange reporting CNY 11,815.43 billion [8]. Company Dynamics - China CNR Corporation announced several major contracts signed between July and September 2025, totaling approximately CNY 543.4 billion, which represents about 22% of the company's projected revenue for 2024 [11]. - The actual controller of *ST Muban has been placed under investigation by the China Securities Regulatory Commission for failing to disclose non-operational fund transactions, with the stock experiencing a 21.71% increase over four consecutive trading days [12]. - Visa has appointed Elaine Chang as the new president for the Greater China region, succeeding Shirley Yu, who is set to retire at the end of the year [13]. - JD Health announced the resignation of its CEO, Jin Enlin, effective September 29, 2025, with Cao Dong appointed as the new CEO [14]. - Hainan Duty-Free Company has increased its registered capital from CNY 1.2 billion to CNY 1.7 billion, marking a 42% increase [15][16]. - AstraZeneca plans to list its shares on the New York Stock Exchange while retaining its headquarters in the UK [17]. - XGIMI Technology has submitted a listing application to the Hong Kong Stock Exchange, with CICC as the exclusive sponsor [18].

| 代码 | 简称 | 最新融资余额（万 | 较前一个交易日增减 | 当日涨跌幅（%） | 所属行业 | | --- | --- | --- | --- | --- | --- | | | | 元） | （%） | | | | 688109 | 品茗科 | 13409.10 | 64.91 | 20.00 | 计算机 | | | 技 | | | | | | 603225 | 新凤鸣 | 11732.27 | 52.55 | 9.43 | 基础化工 | | 301137 | 哈焊华 通 | 16454.81 | 46.52 | 2.53 | 机械设备 | | | 合合信 | | | | | | 688615 | 息 | 46344.71 | 40.43 | -10.10 | 计算机 | | 832662 | 方盛股 | 3568.57 | 37.81 | -5.53 | 机械设备 | | | 份 | | | | | | 688249 | 晶合集 成 | 144961.21 | 37.39 | 16.63 | 电子 | | 301512 | 智信精 密 | 7158.86 | 32.69 | 4.01 | 机械设 ...

Market Overview - On September 23, the Shanghai Composite Index fell by 0.18%, with the total margin trading balance at 24,167.88 billion yuan, a decrease of 7.44 billion yuan from the previous trading day [1] - The margin trading balance in the Shanghai market was 12,280.25 billion yuan, down by 16.75 billion yuan, while the Shenzhen market saw an increase of 9.50 billion yuan to 11,809.72 billion yuan [1] Industry Analysis - Among the industries tracked by Shenwan, 10 sectors saw an increase in margin trading balances, with the electronics sector leading with an increase of 32.52 billion yuan, followed by the communication and power equipment sectors with increases of 12.85 billion yuan and 7.32 billion yuan, respectively [1] Stock Performance - A total of 1,682 stocks experienced an increase in margin trading balances, accounting for 45.23% of the total, with 283 stocks showing an increase of over 5% [1] - The stock with the highest increase in margin trading balance was Yingqu Technology, which saw a balance of 28.59 million yuan, a 56.25% increase from the previous day, and its stock price rose by 10.02% [1] - Other notable stocks with significant increases in margin trading balances included Amcare Pharma-U and Huilong Piston, with increases of 55.18% and 50.42%, respectively [1][2] Top Gainers and Losers - Among the top 20 stocks with the highest increase in margin trading balances, the average increase in stock prices was 4.81%, with Amcare Pharma-U, Changchuan Technology, and Jingzhida leading with increases of 20.02%, 20.00%, and 16.97%, respectively [2] - Conversely, stocks such as Kaipu Cloud, Gongyuan Shares, and Bond Shares experienced the largest declines, with decreases of 12.29%, 6.33%, and 4.92%, respectively [2] Margin Trading Balance Changes - A total of 2,037 stocks saw a decrease in margin trading balances, with 269 stocks experiencing a decline of over 5% [4] - The stock with the largest decrease in margin trading balance was Xun'an Technology, which saw a balance of 2.76 million yuan, a decrease of 36.27% from the previous day [5] - Other stocks with significant declines included Shanzi Gaoke and Guangdong Construction, with decreases of 36.26% and 33.45%, respectively [5]

【9月22日沪深两市融资余额合计增加191.85亿元】9月23日消息，截至9月22日，上交所融资余额报 12183.37亿元，较前一日增加106.97亿元。 深交所融资余额报11746.96亿元，较前一日增加84.88亿元。 两市合计23930.33亿元，较前一日增加191.85亿元。 本文由 AI算法生成，仅作参考，不涉投资建议，使用风险自担 ...

Core Insights - The latest financing balance of the ChiNext market is 503.63 billion yuan, with a week-on-week decrease of 2.05 billion yuan, while 37 stocks saw a financing balance increase of over 10% [1] - On September 19, the ChiNext index fell by 0.16%, with a total margin balance of 505.25 billion yuan, down 2.06 billion yuan from the previous trading day [1] - The stock with the largest increase in financing balance is Weikang Pharmaceutical, which saw a 35.67% increase, while the stock with the largest decrease is Junting Hotel, with a 17.52% decrease [4] Financing Balance Overview - The total financing balance of ChiNext stocks is 503.63 billion yuan, with a decrease of 2.05 billion yuan from the previous day [1] - The margin balance includes a financing balance of 503.63 billion yuan and a securities lending balance of 1.61 billion yuan, with the latter decreasing by 11.86 million yuan [1] - A total of 358 stocks experienced an increase in financing balance, with 37 stocks increasing by over 10% [1] Stocks with Increased Financing Balance - Weikang Pharmaceutical (300878) had a financing balance of 46.54 million yuan, increasing by 35.67% and closing at 23.80 yuan, with a daily increase of 6.06% [3] - Other notable increases include Kailong High-Tech (300912) with a 34.63% increase and Kaleite (301391) with a 30.05% increase [3] - The average increase for stocks with over 10% financing balance growth was 2.11%, with 24 stocks rising, including notable performers like Kaleite and Tongyu New Materials [1][3] Stocks with Decreased Financing Balance - A total of 586 stocks saw a decrease in financing balance, with 10 stocks decreasing by over 10% [4] - Junting Hotel (301073) had the largest decrease at 17.52%, with a financing balance of 16.92 million yuan [4] - Other significant decreases include Boshang Optoelectronics (301421) with a 17.37% decrease and Fushite (301446) with a 16.62% decrease [4] Capital Flow Insights - On September 19, 25 stocks saw net inflows of main funds, with Kunlun Wanwei receiving the highest net inflow of 573 million yuan [2] - Conversely, 12 stocks experienced net outflows, with Lihexing seeing the largest outflow of 178 million yuan [2]

Group 1 - The A-share market's margin financing balance has surpassed 2.4 trillion yuan, reaching a historical high, with a cumulative increase of 141.1 billion yuan from early September to September 18 [1] - The manufacturing sector leads in net financing purchases, with nearly 100 billion yuan, followed by the financial sector with over 10 billion yuan, and other sectors like information technology and mining also showing significant net purchases [1] - As of September 18, the financing balance in the manufacturing and financial sectors remains high, with the manufacturing sector exceeding 600 billion yuan [1] Group 2 - Specific stocks with significant financing balances include Dongfang Caifu, China Ping An, and Guizhou Moutai, each exceeding 10 billion yuan, with Dongfang Caifu and China Ping An both surpassing 20 billion yuan [2] - The net financing purchases from September 1 to September 18 show a concentration in technology stocks, with 24 stocks having net purchases exceeding 1 billion yuan, led by Yangguang Electric with over 5 billion yuan [2] - The average price change for the top 24 stocks in net financing purchases since September has been 20.61%, significantly outperforming the broader market [4]

杠杆资金爱买啥？ 进入9月以来，A股市场两融余额整体进一步攀升，并于近日突破2.4万亿元，创出历史新高。尽管9月18日有所回落，但仍超过2.4万亿元。总的来看，9月初 至9月18日，A股市场两融余额累计增长1411亿元。而上述期间两融余额规模的增长，仍主要由融资余额的增长所贡献。 那么，融资资金偏爱哪些行业及个股呢？ Wind数据显示，9月初至9月18日，若按照证监会行业分类，绝大多数行业板块实现融资净买入。其中，制造业融资净买入额近千亿元居首，金融业融资净买 入额超过百亿元，居于第二位。此外，信息传输、软件和信息技术服务业融资净买入额逾60亿元，采矿业融资净买入额逾40亿元，批发和零售业融资净买入 额逾30亿元，租赁和商务服务业融资净买入额超过10亿元。 从融资余额存量规模来看，截至9月18日，制造业、金融业等行业融资余额规模仍居于市场前列，均超过千亿元，其中制造业融资余额规模超过6000亿元居 于首位；住宿和餐饮业等少数行业融资余额则不足10亿元，规模较低。 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体法律责任的权利。 转载与合作可联系证券时报小助理，微 ...