盘面上，固态电池、AI应用、AI算力硬件、消费电子等科技成长方向集体爆发，多只个股股价盘中创 下历史新高。 固态电池概念再度走强 昨日，固态电池概念股再度走强，亿纬锂能盘中一度涨超9%，截至收盘上涨6.47%。宁德时代A股涨逾 3%，H股涨超5%，二者股价盘中均创历史新高。 创业板指日K线图 张大伟 制图 ◎记者 汪友若 9月25日，A股市场震荡上行，创业板指领涨，续创逾3年新高，盘中一度涨超2%。自4月8日以来，创 业板指累计涨幅近80%。截至收盘，创业板指涨1.58%，报3235.76点；上证指数微跌0.01%，报3853.30 点；深证成指涨0.67%，报13445.90点。沪深北三市合计成交额达2.39万亿元。 消息面上，9月24日，在一年一度的云栖大会上，阿里巴巴集团宣布，目前正推进3800亿元的AI基础设 施建设，并计划追加更大的投入。对比2022年，2032年阿里云全球数据中心的能耗规模将提升10倍，这 意味着阿里云算力投入将是指数级提升。 招银国际研报分析称，本次云栖大会进一步印证了中国AI及云行业相关需求持续起量的趋势，行业发 展呈现模型能力持续提升、基础设施能力持续优化、应用生态逐步繁荣的 ...

固态电池概念股再度走强 亿纬锂能直线拉升涨超9%，宁德时代涨超5%再创历史新高，当升科技、巨一 科技、中国宝安、恩捷股份涨超6%。 ...

长沙晚报掌上长沙9月24日讯（全媒体记者 刘军）22日，国家能源局、工业和信息化部、国务院国资 委、市场监管总局联合发布《关于推进能源装备高质量发展的指导意见》提出，推动建立高安全、高可 靠电池储能装备体系，研制长寿命、宽温域、低衰减锂电池、钠电池、固态电池关键装备，构建低成本 长时钒基、铁基、有机等液流电池装备体系。 政策推动下，固态电池产业化进程有望进一步提速。资本市场方面，固态电池概念热度也在持续。多家 上市公司就固态电池方面的相关问题在互动平台上回复投资者。东吴证券研报显示，据预测，2030年全 球固态电池出货量将达到614GWh，我国固态电池市场规模到2030年市场规模将达到200亿元。 记者注意到，固态电池概念今年初的指数为730点附近，目前已涨至1150点附近。该概念上258只个股的 股价今年来绝大部分是上涨的。据记者统计，目前上市湘企中，有10家企业包含了固态电池概念，这10 家企业为五矿新能、金博股份、松井股份、百利科技、雪天盐业、科力远、湖南裕能、华自科技、中科 电气、湘潭电化。从年初到24日收盘，有9只个股股价上涨，只有湖南裕能股价下跌了约10%。 这10只湘股中，五矿新能的主营业务为高 ...

Market Overview - A-shares experienced a significant rise on September 24, with major indices such as the ChiNext and Sci-Tech 50 reaching new highs, while the Hang Seng Index also increased by over 1% [1] - The Shanghai Composite Index rose by 0.83% to close at 3853.64 points, and the ChiNext Index surged by 2.28% to 3185.57 points, marking a three-year high [1] Semiconductor Sector - The semiconductor sector saw a strong performance, particularly in storage chips and photolithography equipment, with stocks like Jiangfeng Electronics and Xingfu Electronics hitting the daily limit [1][4] - Notable price increases were reported for major storage manufacturers, including Samsung, which raised prices for DRAM and NAND products by up to 30% [6] Solid-State Battery Concept - The solid-state battery sector also showed significant gains, with companies like Haimeixing and Jiaocheng Ultrasonic seeing price increases of over 10% [8] - The industry is moving towards mass production and testing of solid-state batteries, with major automotive companies planning to integrate this technology into their vehicles by 2025-2026 [10] Lixun Precision (立讯精密) - Lixun Precision's stock surged near the daily limit, closing up nearly 7% at 70.2 yuan per share, with a market capitalization exceeding 509 billion yuan [12] - The company has reportedly signed an agreement with OpenAI to develop a consumer-grade device, although it has not confirmed this information [14] Alibaba - Alibaba's stock rose over 9% in Hong Kong, closing with a market capitalization of 331.86 billion HKD, and also saw a significant pre-market increase in the US [16] - The company announced a collaboration with NVIDIA in the Physical AI sector, aiming to enhance its AI infrastructure with a planned investment of 380 billion yuan [18]

Market Overview - A-shares experienced a significant rise on September 24, with the ChiNext Index and STAR 50 Index reaching new highs; Hong Kong stocks also surged, with the Hang Seng Index up over 1% and the Hang Seng Tech Index up more than 2% [2] - The Shanghai Composite Index rose by 0.83% to 3853.64 points, the Shenzhen Component Index increased by 1.8% to 13356.14 points, and the ChiNext Index climbed by 2.28% to 3185.57 points [2] - The total trading volume in the Shanghai and Shenzhen markets was 23,475 billion yuan, a decrease of approximately 1,700 billion yuan from the previous day [2] Semiconductor Sector - The semiconductor sector saw a strong performance, with stocks like Jiangfeng Electronics and Xingfu Electronics hitting the daily limit of 20% increase; other notable performers included Tongfu Microelectronics and Northern Huachuang [3][4] - The announcement from Shengmei Shanghai regarding the launch of its first KrF lithography equipment aimed at supporting semiconductor front-end manufacturing contributed to the sector's positive momentum [4] Storage Market - Samsung has significantly raised prices for its DRAM and NAND flash products, with some products seeing price increases of up to 30% [5] - Major storage manufacturers like SanDisk and Micron have also adjusted their pricing, with SanDisk increasing flash product prices by over 10% and Micron temporarily halting quotes [6] - The NAND market is expected to see price increases due to low production capacity utilization and rising demand for enterprise SSDs [6] Solid-State Battery Concept - The solid-state battery concept gained traction, with stocks like Haimeixing and Jiaocheng Ultrasonic seeing increases of nearly 14% and over 10%, respectively [7][8] - The industry is moving towards more extensive testing of solid-state batteries, with companies like BMW and Changan Automobile planning to validate these technologies in vehicles by 2026 [9] Lixun Precision - Lixun Precision experienced a notable surge, closing near the daily limit with a nearly 7% increase, bringing its market capitalization to 509.1 billion yuan [10][12] - The company has reportedly signed an agreement with OpenAI to develop a consumer-grade device, although it has not confirmed the details publicly [12] Alibaba - Alibaba's stock rose over 9% in Hong Kong, with a market capitalization of 33,186 billion HKD; its U.S. stock also saw a significant pre-market increase of nearly 10% [13][15] - The company announced a collaboration with NVIDIA in the Physical AI field, aiming to enhance its AI cloud infrastructure and services [15]

Market Overview - A-shares experienced a strong rally on September 24, with major indices such as the ChiNext Index and the Sci-Tech 50 Index reaching new highs. The Shanghai Composite Index rose by 0.83% to 3853.64 points, while the Shenzhen Component Index increased by 1.8% to 13356.14 points. The ChiNext Index surged by 2.28% to 3185.57 points, and the Sci-Tech 50 Index saw a rise of 3.49% [1][12]. Semiconductor Sector - The semiconductor sector saw significant gains, particularly in storage chips and photolithography equipment. Stocks like Jiangfeng Electronics and Xingfu Electronics hit the daily limit up of 20%, while Tongfu Microelectronics and Northern Huachuang also reached their limits [3][4]. - Samsung has raised prices for its DRAM and NAND flash products by up to 30% due to supply constraints, following similar price adjustments by other major players like Micron and SanDisk [5][6]. Solid-State Battery Concept - The solid-state battery concept gained traction, with stocks such as Haimeixing rising nearly 14% and Jiaocheng Ultrasonic increasing over 10%. Other companies like Hongtian Co. and Enjie Co. also hit their daily limits [7][8]. - The industry is moving towards mass testing of solid-state batteries, with companies like BMW and Changan Automobile planning to integrate these batteries into their vehicles by 2025 and 2026, respectively [9]. Company Highlights - Luxshare Precision (002475) saw a significant surge, nearing its daily limit and closing up nearly 7% at 70.2 yuan per share, with a market capitalization exceeding 509 billion yuan. The company has recently signed agreements with OpenAI to develop consumer-grade devices [11][12]. - Alibaba's stock rose over 9% in Hong Kong, with a market capitalization of 3318.6 billion HKD. The company is actively investing in AI infrastructure, with plans to allocate 380 billion yuan for AI development [12][14].

Core Viewpoint - The stock market showed a collective rise on September 24, with significant gains in major indices, indicating a positive market sentiment and active trading in specific sectors like semiconductors and renewable energy [3][4][12]. Market Performance - The three major indices closed higher: Shanghai Composite Index at 3853.64 points (+0.83%), Shenzhen Component Index at 13356.14 points (+1.80%), and ChiNext Index at 3185.57 points (+2.28%) [3][4]. - Total trading volume in the Shanghai and Shenzhen markets was 2.33 trillion yuan, a decrease of 167.6 billion yuan from the previous trading day [3]. Sector Performance - The semiconductor industry, photovoltaic equipment, gaming, and BC battery sectors saw the highest gains, while the tourism sector experienced a slight decline [6][8]. - Notable sector performances included: - Semiconductor sector up by 4.60% with significant inflows [7]. - Solid-state battery concept stocks also surged, with multiple stocks hitting the daily limit [8]. Individual Stock Highlights - Key stocks that performed well included: - Xiangcai Co. hitting the daily limit, and several securities firms like Guotou Capital and Changjiang Securities saw significant increases [8]. - Lixun Precision increased over 6%, reaching a historical high with a trading volume close to 30 billion yuan [8]. - Conversely, stocks like Heertai and Industrial Fulian faced significant sell-offs, with net outflows of 1.6 billion yuan and 1.386 billion yuan respectively [11]. Capital Flow - Main capital inflows were observed in the electronics, computer, and pharmaceutical sectors, while coal and construction sectors experienced net outflows [9][10]. - Specific stocks with notable net inflows included Sunshine Power and SMIC, attracting 1.342 billion yuan and 1.155 billion yuan respectively [10]. Analyst Insights - Analysts suggest that the Shanghai index is supported around the 3800-point level, with technology growth sectors like semiconductors remaining active, indicating a bullish market sentiment [12]. - There is an expectation of continued volatility in global markets due to changes in interest rates, while domestic liquidity remains ample, suggesting potential opportunities in technology sectors [12].

Market Overview - The Shanghai and Shenzhen stock markets saw a total trading volume of 2.33 trillion yuan, a decrease of 167.6 billion yuan compared to the previous trading day [1] - All three major indices closed higher, with the Shanghai Composite Index rising by 0.83% to 3853.64 points, the Shenzhen Component Index increasing by 1.8% to 13356.14 points, and the ChiNext Index gaining 2.28% to 3185.57 points [1][2] Sector Performance - The semiconductor sector experienced significant gains, with a rise of 4.60% and a net inflow of 156.7 billion yuan [5] - Other sectors that performed well included photovoltaic equipment, gaming, and BC batteries, while the tourism sector showed slight weakness [4] - Notable stocks in the semiconductor industry included ShenGong Co., Jiangfeng Electronics, and Changchuan Technology, all reaching the daily limit of 20% increase [6] Individual Stock Highlights - Lixun Precision saw its stock price rise over 6%, reaching a historical high with a trading volume of nearly 30 billion yuan [6] - Major inflows were noted for stocks such as Yangguang Electric, SMIC, and Tongfu Microelectronics, with net inflows of 1.342 billion yuan, 1.155 billion yuan, and 1.152 billion yuan respectively [8] - Conversely, stocks like Heertai, Industrial Fulian, and Shenghong Technology faced significant sell-offs, with net outflows of 1.6 billion yuan, 1.386 billion yuan, and 1.151 billion yuan respectively [9] Institutional Insights - Dexun Securities noted strong support for the Shanghai Composite Index around the 3800-point level, with the semiconductor sector continuing to show activity, indicating a bullish market sentiment [10] - Dongfang Securities highlighted potential volatility in global assets due to changes in overseas interest rates, while domestic liquidity remains ample, suggesting a focus on technology sectors for potential gains [10]

板块轮番表演的时刻！ 今日午后，A股固态电池概念显著走强，恩捷股份涨停，海目星涨超13%，中伟股份大幅冲高，珠海冠宇、天 赐材料、先导智能、赣锋锂业等跟涨。早盘，调整数日的中国宝安率先涨停。与此同时，中伟股份、联得装 备、长安汽车、德赛电池皆就固态电池有最新发声。 消息面上，9月23日至24日，第七届高比能固态电池关键材料技术大会在苏州举行。本次大会聚焦固态电解 质、正负极材料、智能制造及产业化进展等热点议题，深入探讨高比能固态电池的未来发展趋势及挑战。 分析认为，2025年以来，SolidPower、国轩高科等电池企业的全固态电池逐步开启上车路试，2025—2026年将 迎来密集的全固态电池上车路试。新型电池产业正迎来爆发式增长，预计2025—2030年市场规模从4800亿美元 增至7800亿美元，年均复合增长率约11%。 固态电池集体爆发 午后，固态电池板块突然集体爆发。道明光学等多股涨停，权重股先导智能、赣锋锂业等亦大幅拉升，并带领 大盘走强。 创业板指午后涨超2%，截至收盘，沪指涨0.83%，深证成指涨1.80%，创业板指涨2.28%。半导体、光刻机、 能源金属等方向领涨，沪深京三市上涨个股超4400 ...

Core Viewpoint - The main focus of the news is on the significant outflow of funds from the stock market, with specific attention to the performance of various industries and individual stocks, highlighting both the sectors that attracted investment and those that faced substantial withdrawals. Fund Flow Analysis - On September 23, the net outflow of main funds from the Shanghai and Shenzhen markets reached 761.67 billion yuan, with the ChiNext board experiencing a net outflow of 249.03 billion yuan and the CSI 300 index seeing a net outflow of 195.08 billion yuan [1] - Among the 26 declining industries, the social services sector led the decline with a drop of 3.11%, while the retail trade, computer, and comprehensive industries all fell by over 2% [1] - Only the comprehensive industry saw a net inflow of main funds, amounting to 20.97 million yuan, while the electronics and computer sectors experienced the largest outflows, exceeding 130 billion yuan each [1] Individual Stock Performance - The stock of Wolong Materials, a leader in copper cable high-speed connections, saw a net inflow of 1.094 billion yuan, marking the highest among individual stocks, and its price hit a new high with a trading volume of 8.042 billion yuan [2] - EVE Energy, a solid-state battery concept stock, recorded a net inflow of 652 million yuan, the highest since July 7, 2022 [3] - Changchuan Technology's stock surged to a limit-up with a closing price of 80.27 yuan per share, attracting a net inflow of 571 million yuan, and it projected a significant profit increase for the third quarter [3] Notable Outflows - Over 200 stocks experienced a net outflow exceeding 1 billion yuan, with 20 stocks seeing outflows over 5 billion yuan [5] - Seven stocks had net outflows exceeding 11 billion yuan, with Shanzi Technology and Luxshare Precision both exceeding 20 billion yuan in outflows [6] - Popular stocks such as Dongfang Caifu, BYD, and ZTE also faced significant net outflows [7] End-of-Day Fund Flow - At the end of the trading day, the net inflow of main funds was 4.134 billion yuan, with the ChiNext board contributing 3.829 billion yuan [8] - Ten stocks saw net inflows exceeding 1 billion yuan at the close, with notable contributions from companies like Xinyi Technology and Shenghong Technology [10]