科创板

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126亿,跑了!
中国基金报· 2025-07-02 07:03
Core Viewpoint - On July 1, the A-share market experienced a net outflow of 12.6 billion yuan from stock ETFs, indicating a trend of profit-taking among investors [2][3]. Fund Flow Summary - The total number of stock ETFs in the market reached 1,129, with a total scale of 3.59 trillion yuan as of July 1 [4]. - On the same day, 14 stock ETFs saw net inflows exceeding 10 million yuan, with the top three being the Jia Shi Sci-Tech Chip ETF, Huatai-PB Photovoltaic ETF, and Huaxia CSI 500 ETF, each gaining over 400 million yuan [5]. - Commodity gold ETFs also saw a resurgence in net inflows, attracting 950 million yuan on the same day [6]. ETF Performance - The top stock ETFs by net inflow included: 1. Sci-Tech Chip ETF: 6.79 million yuan [7] 2. Photovoltaic ETF: 4.42 million yuan [7] 3. Huaxia CSI 500 ETF: 4.29 million yuan [7] 4. Sci-Tech 50 ETF: 3.44 million yuan [7] - Conversely, significant outflows were observed in broad-based ETFs, particularly the CSI 500 ETF, which saw a net outflow of nearly 7 billion yuan [9]. Market Outlook - The overall trend since June has shown a net outflow of nearly 20 billion yuan from stock ETFs, with the CSI 500 ETF and Sci-Tech Board ETF experiencing net inflows [9]. - Market analysts suggest that the A-share market may continue to experience a volatile consolidation phase, with attention on upcoming policy meetings and corporate earnings reports [9].
2025年上半年科创板排行榜
Wind万得· 2025-07-01 22:23
Market Sector - The Sci-Tech 50 Index increased by 1.46% in the first half of 2025, ranking second among various sector indices, outperforming the ChiNext 50, Shenzhen 50, and Shanghai 50 indices [2] - As of the end of the first half of 2025, the total market capitalization of the Sci-Tech Board reached 7.62 trillion yuan, an increase of 0.27 trillion yuan or 3.72% from the end of Q1 2025, surpassing the market capitalization growth of the Shenzhen main board [4] - The total trading volume of the Sci-Tech Board in the first half of 2025 was 12.57 trillion yuan, with an average trading volume of 213.85 million yuan per stock, lower than the average trading volumes of the Shanghai and Shenzhen main boards and ChiNext [7][8] - The average daily turnover rate of the Sci-Tech Board was 2.67% in the first half of 2025, higher than that of the Shanghai main board but lower than that of the Shenzhen main board, ChiNext, and the Beijing Stock Exchange [9] - The price-to-book ratio of the Sci-Tech Board at the end of the first half of 2025 was 4.06 times, higher than that of the ChiNext and Shanghai and Shenzhen main boards [12] - The financing balance of the Sci-Tech Board reached 157.15 billion yuan at the end of the first half of 2025, an increase of 11.85 billion yuan from the beginning of the year [14] - The securities lending balance of the Sci-Tech Board was 0.056 billion yuan at the end of the first half of 2025, an increase of 0.0096 billion yuan from the beginning of the year [16] Individual Stocks - SMIC led with a market capitalization exceeding 400 billion yuan, followed by Haiguang Information, Cambrian-U, and BeiGene-U, with seven companies having market capitalizations exceeding 100 billion yuan [18] - Excluding the significant fluctuations on the first day of new stock listings, Sangfor Technologies had the highest increase at 153.60%, followed by Yifang Bio-U, Aerospace South Lake, and Youfang Technology, with 14 companies also exceeding 100% [19] - SMIC had a financing balance of 7.198 billion yuan, leading the list, followed by Cambrian-U, Haiguang Information, and Zhongwei Company, with 16 companies having financing balances exceeding 1 billion yuan [22] - SMIC also had the highest securities lending balance at 19.7038 million yuan, followed by Haiguang Information, Cambrian-U, and Chip Original Co., with six companies exceeding 10 million yuan [25] Industry Themes - In the first half of 2025, companies listed on the Sci-Tech Board were primarily distributed across three Wind Sci-Tech theme industries, with the new generation information technology industry leading with four companies, followed by high-end equipment manufacturing and biotechnology industries, each with one company [29] - Among the seven companies listed on the Sci-Tech Board in the first half of 2025, six met the first standard for listing, which requires positive net profits for the last two years and a cumulative net profit of no less than 50 million yuan, or a positive net profit for the last year with revenue of no less than 100 million yuan, and an expected market capitalization of no less than 1 billion yuan [31] - The companies listed in the first half of 2025 came from Beijing and Jiangsu (two each), and Hubei, Zhejiang, and Guangdong (one each) [34] - The total IPO financing for Sci-Tech Board companies in the first half of 2025 was 7.901 billion yuan, a year-on-year increase of 29.33%, with three companies raising over 1 billion yuan, three between 500 million to 1 billion yuan, and one below 500 million yuan [37] - Yitang Co. led the IPO financing in the first half of 2025 with 2.497 billion yuan, while Yingshi Innovation and Xingfu Electronics each raised over 1 billion yuan [41]
上证科创板100指数ETF今日合计成交额13.33亿元,环比增加32.67%
Zheng Quan Shi Bao Wang· 2025-06-30 10:09
Group 1 - The total trading volume of the Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index ETF reached 1.333 billion yuan today, an increase of 32.67% compared to the previous trading day [1] - The specific trading volumes for individual ETFs include: Sci-Tech 100 ETF (588220) at 474 million yuan, an increase of 84.49%; E Fund Shanghai Stock Exchange Sci-Tech Innovation Board 100 ETF (588210) at 74.42 million yuan, an increase of 1169.20%; and Bosera Sci-Tech 100 ETF (588030) at 330 million yuan, an increase of 15.90% [1][2] - The ETFs with the highest trading volume increases include E Fund Shanghai Stock Exchange Sci-Tech Innovation Board 100 ETF (588210) and GF Shanghai Stock Exchange Sci-Tech Innovation Board 100 Enhanced Strategy ETF (588680), with increases of 1169.20% and 451.36% respectively [1] Group 2 - As of market close, the Shanghai Stock Exchange Sci-Tech Innovation Board 100 Index (000698) rose by 1.59%, while the average increase for related ETFs was 1.60% [2] - The top-performing ETFs included E Fund Shanghai Stock Exchange Sci-Tech Innovation Board 100 Enhanced Strategy ETF (588500) and Sci-Tech 100 (588190), which increased by 2.21% and 1.71% respectively [2] - The trading volume changes for various ETFs show significant fluctuations, with some experiencing substantial increases while others, like Huatai-PineBridge Shanghai Stock Exchange Sci-Tech Innovation Board 100 ETF (589980), saw a decrease of 80.93% [2]
科创板活跃股榜单:80股换手率超5%
Zheng Quan Shi Bao Wang· 2025-06-30 09:48
Market Performance - The Sci-Tech Innovation Board (STAR Market) index rose by 1.54%, closing at 1003.41 points, with a total trading volume of 3.253 billion shares and a turnover of 112.786 billion yuan, resulting in a weighted average turnover rate of 1.83% [1] - Among the tradable stocks on the STAR Market, 503 stocks closed higher, with 8 stocks increasing by over 10% and 43 stocks rising between 5% and 10%. Conversely, 77 stocks closed lower [1] Turnover Rate Analysis - The distribution of turnover rates shows that 3 stocks had turnover rates exceeding 20%, 14 stocks had rates between 10% and 20%, 63 stocks had rates between 5% and 10%, 100 stocks had rates between 3% and 5%, 293 stocks had rates between 1% and 3%, and 115 stocks had rates below 1% [1] - The stock with the highest turnover rate was Shengke Nano, which closed down by 4.40% with a turnover rate of 39.48% and a transaction amount of 368 million yuan. In contrast, Xinyu Ren closed up by 8.13% with a turnover rate of 27.42% and a transaction amount of 468 million yuan [1] Sector Performance - In terms of industry, the electronics sector had the highest number of stocks with turnover rates exceeding 5%, totaling 23 stocks, followed by the defense and military industry with 13 stocks and the pharmaceutical and biotechnology sector with 12 stocks [2] - Among high turnover stocks, 44 stocks experienced net inflows of main funds, with the highest net inflows recorded for Guokexing Military Industry, Huqiang Technology, and Youfang Technology, amounting to 60.4615 million yuan, 38.9915 million yuan, and 34.7934 million yuan, respectively [2] Leverage Fund Movements - A total of 46 stocks received net purchases from leveraged funds, with notable increases in financing balances for Tailin Micro, Liyuan Heng, and Juxin Technology, which saw increases of 120 million yuan, 97.1401 million yuan, and 79.6424 million yuan, respectively [2]
基金周报:年内多家公司对旗下ETF更名,科创板ETF纳入基金投顾配置范围-20250629
Guoxin Securities· 2025-06-29 14:07
证券研究报告 | 2025年06月29日 基金周报 年内多家公司对旗下 ETF 更名,科创板 ETF 纳入基金投顾配置范围 核心观点 金融工程周报 上周市场回顾。上周A股市场主要宽基指数全线上涨,创业板指、中证 1000、中证 500 指数收益靠前,收益分别为 5.69%、4.62%、3.98%, 上证综指、沪深 300、中小板指指数收益靠后,收益分别为 1.91%、 1.95%、2.55%。 从成交额来看,上周主要宽基指数成交额均有所上升。行业方面,上周 综合金融、计算机、综合收益靠前,收益分别为 14.48%、8.09%、7.55%, 石油石化、食品饮料、交通运输收益靠后,收益分别为-1.45%、0.02%、 0.25%。 截至上周五,央行逆回购净投放资金 10672 亿元,逆回购到期 9603 亿 元,净公开市场投放 20275 亿元。除 1 年期和 3 年期外,不同期限的国 债利率均有所上行,利差扩大 1.66BP。 上周共上报 28 只基金,较上上周申报数量有所减少。申报的产品包括 3 只FOF,2 只REITs,天弘国证港股通消费主题ETF、嘉实上证科创板人 工智能ETF、华宝港股通恒生消费ETF ...
今年以来科创板股首发募资金额达79.01亿元
Zheng Quan Shi Bao Wang· 2025-06-27 09:54
Group 1 - The core viewpoint of the articles highlights the fundraising activities of companies listed on the STAR Market, with a total of 7 companies raising 7.901 billion yuan this year, averaging 1.129 billion yuan per company [1][2] - The company with the highest fundraising amount is Yitang Co., Ltd., which raised 2.497 billion yuan primarily for technology development and reserve funds [1] - Other notable companies include Yingshi Innovation, which raised 1.938 billion yuan for its R&D center and production base, and Xingfu Electronics, which raised 1.168 billion yuan [1] Group 2 - The average initial offering price for STAR Market stocks this year is 21.73 yuan, with Yingshi Innovation having the highest price at 47.27 yuan [1] - The issuance price of Yitang Co., Ltd. is the lowest at 8.45 yuan, while other companies like Sikan Technology and Hanbang Technology have initial prices of 33.46 yuan and 22.77 yuan respectively [1] - The issuance price-earnings ratio for the listed companies ranges from 6.14 to 51.55, with an average of 30.03 and a median of 26.35 [2] Group 3 - Geographically, the majority of the issued STAR Market companies are concentrated in Beijing, Jiangsu, and Hubei, with fundraising amounts led by Beijing at 3.359 billion yuan [2] - The companies with issuance price-earnings ratios above the industry average include Yitang Co., Ltd. and two others, while five companies fall below the industry average [2] - The detailed fundraising data for the listed companies includes their codes, names, issuance dates, prices, price-earnings ratios, and total funds raised [2]
83只科创板股今日换手率超5%
Zheng Quan Shi Bao Wang· 2025-06-26 09:51
Market Performance - The Sci-Tech Innovation Board (STAR Market) index fell by 0.57%, closing at 989.97 points, with a total trading volume of 3.251 billion shares and a turnover of 114.114 billion yuan, resulting in a weighted average turnover rate of 1.84% [1] - Among the tradable stocks on the STAR Market, 149 stocks closed higher, with 5 stocks rising over 10%, including Xinan Century and Huachuang Technology, which hit the daily limit [1] - A total of 429 stocks closed lower, with 1 stock declining over 10% [1] Turnover Rate Analysis - The distribution of turnover rates shows that 2 stocks had turnover rates exceeding 20%, 19 stocks had rates between 10% and 20%, and 62 stocks had rates between 5% and 10% [1] - The highest turnover rate was for Huasheng Lithium Battery at 23.52%, closing up by 6.09%, with a transaction amount of 512 million yuan [1] - Other notable stocks with high turnover rates include Xinyu Ren at 22.71% (closing down 0.63%) and Shengke Nano at 19.29% [1] Sector Performance - Among stocks with turnover rates exceeding 5%, 46 stocks rose, with the highest increases from Xinan Century (20.02%), Huachuang Technology (19.99%), and Nanmo Biology (10.53%) [2] - The sectors with the most stocks exceeding a 5% turnover rate were electronics (20 stocks), followed by computer and defense industries with 17 and 11 stocks, respectively [2] Capital Flow - In terms of capital flow, 44 stocks with high turnover rates saw net inflows from main funds, with significant inflows into Xinan Century (78.4476 million yuan), Huachuang Technology (62.4199 million yuan), and Haooubo (62.1777 million yuan) [2] - Conversely, stocks with the largest net outflows included Guokai Military Industry (134 million yuan), Liyuanheng (127 million yuan), and Yingshi Innovation (124 million yuan) [2] Leverage Fund Movements - A total of 46 stocks with high turnover rates received net purchases from leveraged funds, with notable increases in financing balances for Juxin Technology (128 million yuan), Yingshi Innovation (84.5376 million yuan), and Huafeng Technology (70.1917 million yuan) [2] - Stocks with the largest decreases in financing balances included Zhongwu Drone (69.032 million yuan), Lais Information (49.6791 million yuan), and Changyang Technology (43.9972 million yuan) [2]
6月25日科创板主力资金净流出3.23亿元
Sou Hu Cai Jing· 2025-06-25 10:24
Group 1 - The core point of the news is that the main funds in the Shanghai and Shenzhen markets experienced a net inflow of 7.138 billion yuan, with the Sci-Tech Innovation Board seeing a net outflow of 323 million yuan [1] - A total of 233 stocks saw net inflows, while 355 stocks experienced net outflows [1] - On the Sci-Tech Innovation Board, 452 stocks rose, with one stock, Tai Lingwei, hitting the daily limit, while 126 stocks declined [1] Group 2 - The top three stocks with the highest net inflow of main funds are: Han's Laser with 362 million yuan, SMIC with 349 million yuan, and Tai Lingwei with 107 million yuan [2] - The stock with the highest net outflow was Guangda Special Materials, which saw a net outflow of 158 million yuan despite a price increase of 2.91% [1][2] - There are 62 stocks that have seen continuous net inflows for more than three trading days, with Sanyou Medical leading at 10 consecutive days [2] Group 3 - The main funds' inflow ranking shows that Han's Laser had an inflow rate of 6.40% and a price increase of 0.64% [2] - Other notable stocks include Kingsoft Office with an inflow of 101 million yuan and a price increase of 3.87%, and Wealth Trend with an inflow of 100 million yuan and a price increase of 17.84% [2] - A total of 114 stocks experienced continuous net outflows, with Bohui Technology leading at 24 consecutive days of outflow [2]
工业基础是“土壤”,产业集聚是“阳光”,科教基因是“种子” “芯”火“辽”原已成势 资本市场擎起半导体设备“第三极”
Zheng Quan Shi Bao· 2025-06-24 18:43
Core Viewpoint - The article highlights the transformation of Shenyang, a city in Liaoning Province, from a traditional industrial base to a burgeoning hub for semiconductor equipment manufacturing, showcasing significant advancements in domestic production capabilities and a supportive ecosystem for innovation and investment [1][2][3]. Group 1: Industry Development - Shenyang has evolved from a steel manufacturing center to a key player in the semiconductor equipment industry, with five major companies listed in the capital market since 2019 [2][3]. - The semiconductor equipment industry in Liaoning is characterized by a "6+N" development system, with six leading companies supported by numerous ancillary firms [2][3]. - Companies like拓荆科技, 芯源微, and 富创精密 have achieved international standards in their respective technologies, contributing to the domestic semiconductor equipment landscape [3][4]. Group 2: Research and Education - Liaoning boasts a robust educational foundation with 114 higher education institutions, including 63 undergraduate colleges, which supports the semiconductor industry's growth [4][5]. - The province's scientific research institutions, particularly those affiliated with the Chinese Academy of Sciences, have played a crucial role in nurturing leading semiconductor companies [4][5]. Group 3: Financial Support and Policy - The development of the semiconductor industry in Liaoning has been significantly bolstered by national policies and financial support, including the establishment of the National Integrated Circuit Industry Investment Fund [6][7]. - The launch of the Sci-Tech Innovation Board has provided essential funding and resources for semiconductor companies, facilitating their growth and expansion [7][8]. - The local government has adopted a proactive approach to improve the business environment, offering tailored support to companies in the semiconductor sector [10][11]. Group 4: Future Prospects - The article emphasizes the need for continued investment in the semiconductor ecosystem, including enhancing local venture capital capabilities and filling gaps in the industrial chain [12][13]. - The goal is to position Shenyang as a globally competitive center for integrated circuit equipment, thereby elevating its status in the national and international markets [14].
35只科创板活跃股获主力资金净流入
Zheng Quan Shi Bao Wang· 2025-06-24 09:36
科创50指数今日上涨1.79%,报收978.71点,科创板全日成交量30.49亿股,成交额1031.42亿元,加权平 均换手率为1.73%。 从杠杆资金动向看,高换手个股中,共39股近期获杠杆资金净买入,统计显示,截至6月23日,近5日融 资余额增加较多的有影石创新、华丰科技、容百科技等,分别增加7915.81万元、5121.31万元、4801.87 万元;融资余额减少金额较多的有精智达、海正生材、中邮科技等,分别减少7538.76万元、4497.57万 元、3775.10万元。 6月24日科创板换手率居前个股 | 代码 | 简称 | 最新收盘价 | 日涨跌幅(%) | 日换手率(%) | 资金净流入(万元) | | --- | --- | --- | --- | --- | --- | | 688573 | 信宇人 | 32.98 | 5.07 | 36.43 | 3156.96 | | 688353 | 华盛锂电 | 31.02 | 20.00 | 24.55 | 3913.16 | | 688291 | 金橙子 | 30.36 | -2.69 | 24.47 | -184.42 | | 688552 | ...