截至6月30日，长芯博创股东户数4.25万，较上期减少13.81%；人均流通股6331股，较上期增加 16.83%。2025年1月-6月，长芯博创实现营业收入12.00亿元，同比增长59.54%；归母净利润1.68亿元， 同比增长1121.21%。 分红方面，长芯博创A股上市后累计派现2.19亿元。近三年，累计派现1.04亿元。 机构持仓方面，截止2025年6月30日，长芯博创十大流通股东中，香港中央结算有限公司位居第五大流 通股东，持股623.75万股，相比上期增加205.56万股。财通价值动量混合A（720001）位居第八大流通 股东，持股222.23万股，为新进股东。财通资管数字经济混合发起式A（017483）位居第九大流通股 东，持股209.15万股，为新进股东。兴业兴睿两年持有期混合A（013910）、新华优选分红混合A （519087）、易方达远见成长混合A（010115）退出十大流通股东之列。 责任编辑：小浪快报 资金流向方面，主力资金净流入1323.31万元，特大单买入6220.60万元，占比9.47%，卖出5088.27万 元，占比7.75%；大单买入1.50亿元，占比22.84%，卖出1. ...

Market Overview - The A-share market opened with mixed results, with the Shanghai Composite Index down by 0.16%, the Shenzhen Component Index up by 0.11%, and the ChiNext Index up by 0.46% [3][4] - The Hang Seng Index opened down by 0.81%, and the Hang Seng Tech Index fell by 0.97% [6][7] Pharmaceutical Sector Performance - The innovative drug concept stocks experienced significant declines, with BeiGene falling over 10%, WuXi AppTec and Tigermed down over 7%, and several other companies like Hengrui Medicine, Junshi Biosciences, and Kelun Pharmaceutical dropping over 5% [2][6] - The pharmaceutical sector as a whole saw a downturn, with various sub-sectors such as medical services, weight loss drugs, and CRO concepts all reporting negative performance, with declines ranging from -1.13% to -1.99% [5] Notable Stock Movements - Specific stocks such as Hansoh Pharmaceutical and WuXi Biologics dropped over 10%, while Jiangsu Hengrui Medicine and Junshi Biosciences also faced significant losses [6] - Conversely, some stocks like Jiujiuwang Pharmaceutical saw a rise of 5% despite the overall market trend [6]

Market Overview - The innovative drug concept stocks opened significantly lower, with BeiGene dropping over 10%, WuXi AppTec and Tigermed down over 7%, and several other companies like HengRui Medicine, Junshi Biosciences, and Kelun Pharmaceutical falling over 5% [3][4]. - The A-share market showed mixed results, with the Shanghai Composite Index down 0.16%, while the Shenzhen Component Index rose 0.11% and the ChiNext Index increased by 0.46% [4][5]. Sector Performance - The healthcare sector experienced a decline, with various sub-sectors such as medical services, CRO concepts, and innovative drugs all showing negative performance, with declines ranging from -1.99% to -1.44% [6]. - The Hong Kong market also opened lower, with the Hang Seng Index down 0.81% and the Hang Seng Tech Index falling 0.97%. Pharmaceutical stocks in Hong Kong saw significant drops, with companies like Hansoh Pharmaceutical and WuXi Biologics declining over 10% [6][7]. Notable Stocks - Specific stocks highlighted include BeiGene, WuXi AppTec, and Tigermed, which are part of the innovative drug sector and faced substantial declines in their stock prices [3][4]. - In the Hong Kong market, Hansoh Pharmaceutical and WuXi Biologics were noted for their significant drops, while a few stocks like Jiujiuwang Technology showed resilience with a 5% increase [6][7].

自上周以来，A股市场呈现出"急跌、反弹"的震荡格局。 9月9日A股出现回调，而9月10日则有所反弹，科技股成为主要影响因素，被市场称为"易中天"的三只 CPO（共封装光学）概念股也出现反弹。 尽管多数指数收红，但仅有2442只个股上涨，当日成交额也缩至2万亿元。 受访人士认为，由于整体市场信心尚未完全恢复，今日反弹力度较为有限。板块分化明显，反映出资金 的重新配置与博弈。当前，科技股存在交易拥挤、估值高企的问题，投资者需警惕资金抱团松动可能引 发的波动。不过，市场不会出现系统性大幅回调再微涨的行情，而是正在为下一轮大幅上涨做准备。 科技股有所反弹 今日，沪指收涨0.13%报3812.22点，创业板指收涨1.27%报2904.27点，深证成指微红。科创50涨逾1%， 沪深300、上证50微红，北证50微跌。 交投氛围略有降温，投资者态度更趋谨慎，日成交额缩至2万亿元，较上个交易日减少超过1500亿元。 不过，截至9月9日，沪深京两融余额增至2.32万亿元。 个股收跌居多。具体来看，共计2442只个股收涨，涨停股63只；2769只个股收跌，跌停股5只。 | 名称 | 0 | 涨幅% ↓ | 涨停家数 | 20日涨 ...

Market Performance - The three major A-share indices collectively rose today, with the Shanghai Composite Index closing at 3812.22 points, an increase of 0.13%, and a trading volume of 821.14 billion yuan [1] - The Shenzhen Component Index closed at 12557.68 points, up by 0.38%, with a trading volume of 1157.01 billion yuan [1] - The ChiNext Index ended at 2904.27 points, gaining 1.27%, with a trading volume of 563.11 billion yuan [1] Sector Performance - Sectors such as non-ferrous metals, coal, electricity, steel, and chemicals experienced declines [1] - Conversely, sectors including tourism and catering, oil, media, real estate, and retail saw significant gains [1] - Emerging concepts like CPO, computing power, and satellite internet connectivity were notably active [1]

10日，两市股指盘中探底回升，创业板指、科创50指数涨超1%，全A成交额再度萎缩。 截至收盘，沪指涨0.13%报3812.22点，深证成指涨0.38%报12557.68点，创业板指涨1.27%报2904.27点， 科创50指数涨1.09%，沪深北三市合计成交20042亿元。 盘面上看，有色、煤炭、电力、钢铁、化工等板块走低，旅游餐饮、石油、传媒、地产、零售等板块拉 升，CPO概念、算力、卫星互联概念等活跃。 方正证券表示，去年9月份以来，A股市场流动性整体就在持续改善，两市成交中枢显著提升，融资规 模同样攀升至历史较高位。特别是今年4月份以来，面对外部冲击导致的全球股市巨大波动，资本市场 各参与主体通过增持回购等多种方式协力为A股市场提供源源不断的增量资金支持，A股市场在关税落 地后短暂调整后走出持续慢牛行情。展望未来，多重积极利好因素决定了中国资本市场长期向好的趋势 不会改变：一是经济中长期向好态势不变；二是A股估值较低权益资产性价比突出；三是上市公司质量 稳步提升夯实微观基础；四是分红回购不断增加提高投资者回报；五是耐心资本持续流入助力市场健康 发展。 （文章来源：证券时报网） ...

Core Insights - The report highlights the recent performance of the domestic financial market, with significant movements in major indices such as the Shanghai Composite Index and the Shenzhen Component Index, indicating a positive market sentiment [2][7] - The report emphasizes the growth potential in specific sectors, particularly in new energy and technology, driven by recent innovations and government policies [5][7] Macro Economic Updates - As of the end of August, China's foreign exchange reserves reached $332.22 billion, an increase of $29.9 billion from the end of July [4] - The central bank has increased its gold holdings for the tenth consecutive month, with foreign exchange reserves exceeding $3.3 trillion [4] - The China Securities Regulatory Commission plans to lower the subscription fee rate for stock mutual funds, with the upper limit reduced to 0.8% [4] Industry Developments - Huawei has launched a new foldable smartphone, which is expected to drive growth in the foldable screen smartphone sector, with related stocks such as Jingyan Technology and Visionox showing potential [5] - The application scenarios for digital RMB are expanding, presenting investment opportunities in the related industry chain, with stocks like Jingbeifang and Zhongke Jincai highlighted [5] - The State Council has issued 20 measures to unleash the potential of sports consumption, indicating a favorable outlook for the sports sector, with stocks like Guangdong Media and Gongchuang Turf expected to benefit [5] Company Focus - Runhe Materials plans to reduce its shareholding by no more than 3% through its controlling shareholder and concerted parties [6] - Tianji Co. has obtained patent authorization for lithium sulfide materials and their preparation methods and applications [6] - Gansu Energy's Changle Company has officially put its 2×1000 MW coal-fired unit into commercial operation [6] - Jidian Co. has received a total of 913 million yuan in renewable energy subsidy funds from the state [6] Market Review and Outlook - On September 5, the market experienced a rally, with the ChiNext Index leading gains, and the Shanghai Composite Index regaining the 3800-point level [7] - The total trading volume in the Shanghai and Shenzhen markets was 2.3 trillion yuan, a decrease of 239.6 billion yuan from the previous trading day [7] - The report notes that the overall valuation of the A-share market is at a reasonable level, with expectations for positive earnings growth in the second half of the year [7] - The report suggests focusing on growth styles and structural opportunities in the current market environment [7]

深成指跌0.31%。CPO概念领跌。万得微盘股指数维持高位震荡。 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 风险提示及免责条款 ...

Market Overview - On September 8, the Shanghai Composite Index opened down 0.02%, while the ChiNext Index rose by 0.21%. The new energy sector saw a significant increase, with the lithium battery industry chain opening high across the board. In contrast, the AI industry chain experienced a general pullback, with GPU and CPO concepts leading the decline, and retail and tourism stocks collectively fell [1][3]. Index Performance - As of the report, major A-share indices were mostly in the green, with over 3,800 stocks rising. The performance of various indices is as follows: - Sci-Tech Innovation 50: 1272.51 (+3.96, +0.31%) - ChiNext Index: 2920.42 (-37.76, -1.28%) - Wind All A: 6116.91 (+25.99, +0.43%) - CSI 300: 4461.48 (+1.16, +0.03%) - CSI 500: 6956.17 (+42.21, +0.61%) - CSI A500: 5343.06 (+9.98, +0.19%) - CSI 1000: 7286.88 (+41.21, +0.57%) - Shenzhen 100: 5540.60 (-3.30, -0.06%) - CSI Dividend: 5531.38 (+21.35, +0.39%) [3]. Sector Highlights - The solid-state battery concept stocks became active again, with notable performances: - Tianji Co., Shankou Co., and Fengyuan Co. hit the daily limit up. - Yuchen Intelligent surged over 15%, and Jinyinhe rose over 10%. - Other stocks like Hongxing Development, Tianci Materials, Patell, Guanghua Technology, and Huasheng Lithium also followed suit [3]. AI Hardware Sector - On the same day, the AI hardware sector faced significant declines, with companies such as Zhongji Xuchuang, Xinyisheng, and Tianfu Communication all dropping over 10%. Shenghong Technology fell nearly 10%, and Industrial Fulian experienced a drop of over 6% [7].

格隆汇9月8日｜A股市场CPO概念股集体回调，其中，中际旭创(300308)跌超11%，新易盛(300502)跌超 10%，长飞光纤(601869)逼近跌停，天孚通信跌超8%，光库科技、仕佳光子跌超6%，长芯博创、太辰 光(300570)、联特科技跌超5%。 | 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300308 | 中际旭创 | 分 | -11.13 | 4019亿 | 194.03 | | 300502 | 新易盛 | 台 | -10.14 | 3119亿 | 281.68 | | 601869 | 长飞光纤 | ન્ | -9.75 | 615亿 | 172.43 | | 300394 | 天孚通信 | 新 | -8.96 | 1322亿 | 162.05 | | 300620 | 光库科技 | 摩 | -6.99 | 232亿 | 92.33 | | 688313 | 住住光子 | � | -6.45 | 326亿 | 334.51 | | 300548 | 长芯博创 | | -5.51 ...