成立多年的基金首次分红！公募基金"发红包"力度不断加大 Wind数据显示，截至10月8日，2025年全市场公募基金分红金额已达到1831.97亿元，为2022年以来同期 之最，距离"基金大年"2021年的1873.55亿元只差了40多亿元。其中，4只千亿级别的沪深300ETF分红金 额领衔全市场，华泰柏瑞沪深300ETF分红金额最多，达到83.94亿元；易方达沪深300ETF、华夏沪深 300ETF、嘉实沪深300ETF分红金额分别为55.58亿元、55.54亿元、24.35亿元。记者看到，年初至今分 红较多的基金，多为被动指数型基金、债券型基金，主动权益基金只有少数规模较大的基金名列前茅， 例如成立了17年的易方达科讯，年初至今净值接近翻倍，阔别3年再次发放分红；再比如成立了16年的 大成策略回报，在长期业绩稳健的同时，仍然保持了定期分红。（大河财立方） 东方财富证券客服确认：中芯国际、佰维存储两融折算率均调为零 今日下午，有投资者反映称，接东方财富证券短信告知，自10月9日起，信用账户持有的中芯国际 （688981）的折算率由0.70调整为0.00；佰维存储（688525）的折算率由0.50调整为0.00 ...

10月9日午后，国防军工板块高位震荡，代码有"八一"的国防军工ETF（512810）涨超1%，今日有望日 线三连阳。 成份股方面，可控核聚变概念股继续活跃，西部超导触及20CM涨停，联创光电涨超6%，应流股份涨超 5%。权重股中国船舶、光启技术、航发动力均飘红。 消息面上，据央视新闻报道，中国核聚变装置BEST主机全面开建，该装置在国际上将首次验证演示核 聚变发电，我国有望2030年用核聚变发电。 | 序号 | 代理 | 名称 | 现价 | 涨跌幅 ▼ | 成交额 | 总市值1 | | --- | --- | --- | --- | --- | --- | --- | | 1 | 688122 | 西部招导 | 77.67 | 19.33% | 43.18亿 | 505亿 | | 2 | 600363 | 联创光电 | 65.52 | 6.35% | 13.81亿 | 297亿 | | 3 | 002149 | 四部材料 | 18.23 | 4.53% | 5.471Z | 897 | | 4 | 603308 | 应流股份 | 33.96 | 4.43% | 5.58亿 | 231亿 | | 5 | 000 ...

航空航天ETF（159227）紧密跟踪国证航天指数，精选航天航空装备、军工电子、地面兵装领域的优质 企业，深度契合新质生产力发展方向，相较于中证军工、中证国防指数，国证航天指数中航空装备、航 天装备的占比更高，航空航天装备权重占比高达65.4%，助力投资者一键布局。 10月9日午后，沪指突破3900点并持续呈上涨态势，国防军工板块持续上涨。截至13时28分，航空航天 ETF（159227）上涨0.34%，冲击4连阳。成交额1.31亿元，稳居同类第一，换手率9.66%，交投活跃。 持仓股方面，航天晨光张超5%，海兰信、中无人机、国睿科技、国博电子等涨幅居前。 （文章来源：每日经济新闻） 消息面上，10月11日，我国太原卫星发射中心将在山东海阳附近海域使用"引力一号（遥二）海澜之家 号"运载火箭发射3颗卫星。这次发射将是"引力一号"的第二次苍穹远征，也是东方航天港保障的第20次 海上发射。 中航证券认为，在军工行业发展到一定的阶段，其所积累的技术、产能等具备了外溢的条件，同时也将 带来行业天花板的大幅抬升。从"十五五"发展情况来看，受益于政策、技术、资本、市场等多重因素催 化，商业航天、民机、低空经济有望进入"1 ...

Market Overview - The A-share market opened higher on October 9, with the Shanghai Composite Index up 0.14%, the Shenzhen Component Index up 0.66%, and the ChiNext Index up 0.81% [1] - Key sectors showing strong performance include precious metals, nuclear fusion, and non-ferrous metals, while the film and tourism sectors experienced significant declines [1] Sector Highlights Precious Metals - The gold sector saw significant gains, with stocks like Sichuan Gold and Chifeng Jilong Gold hitting the daily limit, and others like Shandong Gold and Zhongjin Gold rising over 7% [2] - As of October 8, COMEX gold futures rose 1.42% to $4060.6 per ounce, with a cumulative increase of 4.45% during the National Day holiday [2] Nuclear Fusion - The controllable nuclear fusion sector experienced a surge, with stocks like Hezhong Intelligent and Yongding Co. hitting the daily limit, and others like Shanghai Electric and West Superconducting rising over 10% [3] - China's nuclear fusion device BEST is under construction, aiming to demonstrate nuclear fusion power generation by 2030 [3] Storage Chips - The storage chip sector showed renewed activity, with stocks like Shannon Chip and Jiangbo Long rising over 12% to new highs [4] - A report indicated that global storage chip prices have been rising, with server eSSD prices expected to increase by over 10% in Q4 2025 [4] Institutional Insights Zhao Securities - The market is expected to continue the upward trend observed in September, maintaining a low-slope upward trajectory, with ongoing inflow of incremental capital [5] - Key focus areas include AI computing, semiconductor autonomy, solid-state batteries, commercial aerospace, and controllable nuclear fusion [5] CITIC Securities - The technology and gold sectors are expected to gain further strength post-holiday, with a focus on AI and copper prices [5] - The A-share market is anticipated to maintain an upward trend supported by stable economic fundamentals and continuous capital inflow [5] Shenwan Hongyuan - The structural outlook remains focused on technology and select cyclical sectors, with an emphasis on AI applications and semiconductor manufacturing [6] - Investment priorities include independent logic-driven non-ferrous metals and sectors with accumulated gains like innovative drugs and energy storage [6] Industrial Securities - A new upward momentum is building after the market's consolidation in September, supported by a globally accommodative macro environment [6] - Key sectors to watch include innovative drugs, military industry, AI, and battery technologies [6]

富士达公司在射频连接器领域的市场表现如何？ 富士达 摘要 富士达军工订单于 2025 年 3 月恢复增长，截至 4 月末在手订单约 3 亿 元，军工订单占比 65%~70%，预计下半年该业务将实现高增长，为全 年业绩提供有力支撑。 富士达深度参与国产星链项目，包括千帆星座和 G60 星链，配套市场份 额分别超过 70%和 60%，受益于中国商业卫星建设，商业航天发射提 速，预计四季度商业卫星相关业务加速放量。 富士达是航空航天射频连接器国家级专精特新小巨人，2024 年射频连 接器业务收入 4.39 亿元，占比 57.56%，2025 年上半年同比增长 24%，毛利率提升至 37.15%，为过去三年最高水平。 富士达与华为合作超过 20 年，是其重要合作伙伴，2024 年来自华为的 收入为 2.15 亿元，占总收入近 30%。双方合作正从通信基站向高端装 备制造、仪器仪表及卫星等新业务延伸。 富士达积极拓展新兴领域，如低空经济、工业无人机、医疗设备和量子 通信等，虽目前收入贡献较小，但未来增长空间巨大，高温共烧陶瓷 （HTCC）预计 2026 年实现批量生产。 Q&A 富士达公司在射频连接器领域表现突出，尤其 ...

智通财经APP获悉，招商证券发布研报称，展望10月，市场将会继续延续9月的趋势，保持震荡上行且 低斜率的走势。十月将会进入三季报窗口，由于去年基数较低，今年三季报预计多数行业盈利增速都会 出现一定程度的反弹，也将会在基本面强化市场信心。因此总体来看市场上行趋势的概率较大。综合盈 利、行业景气和交易等维度，10月份建议行业配置方面重点围绕高景气有望持续和困境反转的方向布 局，推荐重点关注：有色金属、电力设备、机械、汽车、电子、传媒等。 招商证券主要观点如下： 大势研判和核心逻辑 展望10月，市场将会继续延续9月的趋势，保持震荡上行且低斜率的走势。目前市场处在牛市第二阶段 的判断没有发生变化，增量资金持续流入的态势没有发生变化，而指数上行速度放缓后，增量资金更加 平稳，是驱动市场稳健上行的关键力量。公募私募融资余额均呈现净流入的态势，也使得市场风格更加 均衡。 10月下旬将会召开四中全会，四中全会将提出的十五五规划，成为市场预期和交易的重要方向。重要规 划的提出也使得市场风险偏好在10月有望维持高位。而十月将会进入三季报窗口，由于去年基数较低， 今年三季报预计多数行业盈利增速都会出现一定程度的反弹，也将会在基本面 ...

Group 1 - The market is expected to continue the upward trend observed in September, maintaining a low-slope oscillation, with the current phase identified as the second stage of a bull market, driven by continuous inflow of incremental capital [2][3][25] - Key sectors to focus on include AI computing and applications, semiconductor self-sufficiency, solid-state batteries, commercial aerospace, and controllable nuclear fusion, along with "anti-involution" related directions [3][17][25] - The upcoming Fourth Plenary Session and the anticipated 15th Five-Year Plan are expected to influence market expectations and trading directions, with a high probability of maintaining a favorable risk appetite in October [3][22][25] Group 2 - The industry configuration strategy suggests a focus on high-growth sectors, particularly in large-cap styles, with recommendations for indices such as CSI 300, ChiNext 50, and 300 Quality Growth [4][20][21] - Recommended industries include non-ferrous metals (industrial metals, precious metals, minor metals), power equipment (photovoltaic equipment, batteries, wind power equipment), machinery (automation equipment), automotive (passenger cars, auto parts), electronics (semiconductors, consumer electronics), and media (gaming) [4][20][21] - The liquidity outlook indicates continued net inflow of incremental capital, with a strong emphasis on the role of public and private funds, as well as industry and thematic ETFs [5][7][24] Group 3 - The third-quarter earnings reports are expected to show a rebound in profitability across most industries due to a low base from the previous year, reinforcing market confidence [19][23][26] - High-growth areas anticipated for improvement include mid-to-high-end manufacturing, AI industry chain, and resource sectors benefiting from price increases [8][33][36] - The report highlights the importance of monitoring the performance of sectors such as electronic devices, power equipment, and machinery, which are expected to show significant growth [8][33][36]

值得注意的是，截至9月30日收盘，兆易创新股价上涨8.2%，药明康德上涨6.42%。Wind数据显示，除兆易创新、药明康德、立讯精密以外， 大金重工、海康威视、中航沈飞、紫金矿业、华友钴业等也获2到3家券商推荐。 【环球网财经综合报道】10月交易即将开市，券商陆续公布10月"金股"组合。据统计，有标的同时获5家券商推荐，行业集中于电子、电力设 备等板块。 具体来看，兆易创新、立讯精密、药明康德等获多家券商推荐。其中，兆易创新获中泰证券、东海证券、中原证券、中航证券、华金证券5家 机构共同推荐。中原证券认为，展望10月，美联储降息，提升了市场对央行降息的预期，进而带动风险偏好上升。同时，助力经济复苏的政策 相继出台，为股市信心提供了有力支撑。然而，当前科技板块拥挤度的提升，也使得市场波动有所加大。在此背景下，建议投资者继续兼顾成 长与价值风格的配置，重点关注TMT、医药、证券等行业。 招商证券认为，无论是从政策预期还是业绩表现，以AI算力、半导体自主可控、固态电池、商业航天、可控核聚变为代表的八大赛道依然是 当前的重点。 申万宏源认为，科技产业催化仍在趋势中，海外AI产业趋势向上，尚未触及边界，国内AI产业趋势 ...

山海琼崖，开放高地。 科技引领，让创新链和产业链深度融合。在海南商业航天发射场，今年7月30日至8月4日短短5天时间， 便实现了"五天两发"的骄人业绩，标志着海南商业航天发射场正式进入高密度常态化发射阶段。海南国 际商业航天发射有限公司董事长杨天梁介绍："发射场二期建成后，4个工位年发射能力有望突破60次， 单个工位发射周期可从月发一次压缩至10天甚至一周。" 改革创新，是海南自贸港建设的"核心引擎"。5年来，海南省委、省政府加强顶层设计，精心谋篇布 局，以制度集成创新推动海南全面深化改革开放和自贸港建设，勇于为国家试制度、蹚新路、作示范， 不断开辟发展新领域新赛道，塑造发展新动能新优势，改革创新多点开花、成果丰硕，目前已形成20批 165项制度集成创新案例。海南省委副秘书长、省委深改办（自贸港工委办）常务副主任关继荣说："我 们将不断深化制度集成创新，用改革的思维破难题、促发展，接续推出更多标志性、引领性强的改革创 新成果，助力封关运作'平稳有序、万无一失、首战必胜'。" 产业聚能，自贸港的"增长引擎"持续轰鸣。在海口复兴城互联网信息产业园，数字经济的浪潮正加速涌 动。"在中国，平均每10分钟，就有一家中小 ...

Company Developments - Alibaba's Tongyi models dominate the global open-source model rankings, with Qwen3-Omni achieving the top position, showcasing capabilities in processing text, images, audio, and video, and accumulating over 300 models with 600 million downloads [3] - BYD reported September sales of 396,270 vehicles, with overseas sales of passenger cars and pickups reaching 70,851 units, marking a 107% year-on-year increase [4] - Xiaomi showcased its high-end electric vehicle SU7 Ultra in Japan, with plans to expand its retail presence for smartphones and home appliances [3] - WeRide launched Robotaxi and Robobus trial operations in Ras Al Khaimah, UAE, marking its entry into the local public transport system [5] - EVE Energy partnered with TSL Assembly to deploy a 1GWh energy storage project in Central and Eastern Europe between 2026 and 2030 [7] - CanSemi announced a global dealer network nearing 1,000, expanding its reach in various retail formats [8] Investment and Financing - Weiming Shiguang secured several million RMB in B+ round financing to enhance its AI technology platform and global business expansion [9] - Baixing Intelligent completed tens of millions RMB in Pre-A round financing to strengthen its AI foreign trade services [9] - Laonix raised several million in angel round financing to focus on product development and market expansion in Europe and North America [9] - TJ Biopharma completed nearly 600 million RMB in C2 round financing to advance its innovative drug pipeline [9] - Radiant Technology raised $77 million to support the development of its global radioactive drug pipeline and production facilities in Belgium [9] Market and Policy - Over 170 Chinese companies participated in the 2025 Tokyo Game Show, highlighting the significant presence of Chinese exhibitors in the global gaming industry [10]