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安彩高科(600207.SH):未在芯片领域进行布局
Ge Long Hui· 2025-09-23 11:56
Group 1 - The core business of the company includes photovoltaic glass, float glass, natural gas, and medicinal glass [1] - The company has not made any investments or developments in the semiconductor field [1]
嘉事堂:目前没有芯片、人工智能等相关方面的投资或者业务
Ge Long Hui· 2025-09-23 08:12
格隆汇9月23日丨嘉事堂(002462.SZ)在互动平台表示,公司目前没有芯片、人工智能等相关方面的投资 或者业务。 ...
嘉事堂(002462.SZ):目前没有芯片、人工智能等相关方面的投资或者业务
Ge Long Hui· 2025-09-23 08:04
格隆汇9月23日丨嘉事堂(002462.SZ)在互动平台表示,公司目前没有芯片、人工智能等相关方面的投资 或者业务。 ...
三大指数调整,银行股回暖,芯片、摩尔线程概念持续活跃
2 1 Shi Ji Jing Ji Bao Dao· 2025-09-23 04:35
Market Overview - A-shares opened higher but experienced a downward trend, with the Shanghai Composite Index falling 1.23% to 3781.61 points, and over 4900 stocks declining [1][2] - The total trading volume in A-shares reached 1.71 trillion yuan, an increase of 353.9 billion yuan compared to the previous trading day [1][2] Stock Performance - In the Hong Kong market, major indices showed fluctuations, with NIO and Baidu both dropping over 7%, and JD.com falling more than 3% [3][4] - The Hang Seng Index decreased by 0.94%, closing at 26096.45 points, while the Hang Seng Tech Index fell by 2.20% [4] Sector Analysis - Banking stocks showed signs of recovery, with Nanjing Bank rising over 4% and major insurance stocks also performing well [5][7] - The semiconductor sector remained strong, with stocks like Changchuan Technology and Lianang Microelectronics hitting the daily limit [5][7] - The consumer electronics manufacturing index dropped by 3.01%, with significant declines in stocks such as Saiwei Electronics and Furi Electronics [6] Gold Market - International gold prices reached a new high of 3759 USD/ounce, with a slight decrease to 3745 USD/ounce later [8][9] - Domestic gold jewelry prices also increased, with brands like Chow Tai Fook and Lao Feng Xiang pricing their gold jewelry at 1098 CNY/gram [8]
【公告全知道】固态电池+人形机器人+锂电池+低空经济+特斯拉!公司固态电池已在部分车型试装车及量产
财联社· 2025-09-22 15:25
Group 1 - The article highlights significant announcements in the stock market, including "suspensions and resumption of trading, shareholding changes, investment wins, acquisitions, performance reports, unlocks, and high transfers" [1] - A company has successfully tested solid-state batteries in some vehicle models and has begun mass production, with these batteries also being utilized in humanoid robot products [1] - Another company in the semiconductor sector is expected to see its net profit double year-on-year in the first three quarters, with significant holdings from the National Big Fund [1] - A pharmaceutical e-commerce company has received approval for a new indication for its innovative drug, Puyouke, which is based on traditional Chinese medicine [1]
「数据看盘」科创50ETF上周份额大减 多路资金激烈博弈立讯精密
Sou Hu Cai Jing· 2025-09-22 12:51
Group 1 - The total trading amount for Shanghai Stock Connect today was 129.46 billion, while Shenzhen Stock Connect totaled 141.42 billion, with Industrial Fulian leading in Shanghai and Zhongji Xuchuang in Shenzhen [1] - The electronic sector saw the highest net inflow of 8.43 billion, while the new energy sector experienced the largest net outflow of 7.10 billion [3][4] Group 2 - The top ten ETFs by trading amount included Hong Kong Securities ETF at 9.81 billion, with a decrease of 12.57% compared to the previous trading day [7] - The top ten ETFs by trading amount growth included Consumer Electronics ETF, which surged by 167.46% to 0.80 billion [8] Group 3 - The four major index futures contracts saw both long and short positions decrease for IF, IC, and IM contracts, while IH contract saw an increase in both long and short positions [9] - Institutional trading activity was high, with significant purchases in robotics and chip stocks, particularly in Junwei Technology and Chip Origin Technology [10][11]
数据看盘科创50ETF上周份额大减 多路资金激烈博弈立讯精密
Sou Hu Cai Jing· 2025-09-22 12:51
Summary of Key Points Core Viewpoint - The trading volume of the Shanghai and Shenzhen Stock Connect reached a total of 270.88 billion, with significant activity in the electronic sector and notable movements in ETF transactions and futures positions [1][2][3]. Trading Volume - The total trading amount for the Shanghai Stock Connect was 129.46 billion, while the Shenzhen Stock Connect totaled 141.42 billion [1][2]. Top Stocks by Trading Volume - In the Shanghai Stock Connect, the top traded stocks included: - Industrial Fulian: 38.09 billion - Haiyuan Information: 35.80 billion - Huaiwu Technology: 26.48 billion - In the Shenzhen Stock Connect, the top traded stocks included: - Zhongji Xuchuang: 26.98 billion - Ningde Times: 26.33 billion - Zhihong Technology: 21.69 billion [2]. Sector Performance - The electronic sector saw the highest net inflow of funds, followed by the semiconductor and computer sectors, while sectors like film and tourism experienced declines [3][4]. ETF Trading Activity - The Consumption Electronics ETF (159732) saw a remarkable increase in trading volume, with a 167% rise compared to the previous trading day [8][9]. - The top ETFs by trading volume included: - Hong Kong Securities ETF: 9.81 billion - Hang Seng Technology ETF: 7.28 billion [8]. Futures Positions - In the futures market, the IC contract saw a greater reduction in short positions compared to long positions, indicating a shift in market sentiment [12]. Institutional Activity - Institutional trading was notably active, with significant purchases in stocks like Yingweike and Jucheng Shares, while Lixun Precision faced substantial selling pressure from institutions [14][15].
长江新动能基金总经理陈卉:未来3至5年持续聚焦未来产业和科技创新,耐心资本赋能上市公司
Xin Lang Zheng Quan· 2025-09-22 11:44
Group 1 - The third China Listed Companies Industry Development Forum was held in Shanghai, focusing on "Future Industries and State Capital Empowering Listed Companies," attracting nearly 300 listed companies and over 800 industry and capital elites [3] - Changjiang New Momentum Fund, managed by Chen Hui, will focus on future industries and technological innovation, particularly in artificial intelligence, chips, optoelectronics, and low-altitude economy over the next 3 to 5 years [3] - The fund manages over 30 billion yuan related to listed companies and emphasizes strategic collaboration and industrial empowerment for long-term win-win relationships [3][4] Group 2 - Chen Hui highlighted that the fund does not blindly chase trends but focuses on the long-term value of enterprises, considering the integration and synergy with local industries [4] - The fund's support extends beyond financial investment to include project introduction, resource coordination, and technology incubation, showcasing the characteristics of patient capital [4] - The fund aims to clarify its ability to empower enterprises from the outset and become a partner in high-quality development, focusing on multi-dimensional value [4][5] Group 3 - The fund has successfully invested in technology innovation projects and supported companies like Hubei Yihua through a relief fund, achieving significant results [4] - A notable case involved promoting Shuanghuan Technology through external incubation and acquisition, resulting in over 50% investment returns and enhanced company value [4] - The fund will maintain a differentiated positioning in hot sectors like AI models and solid-state batteries, prioritizing industrial synergy and strategic implementation over following market trends [4]
精准赋能“硬科技” 科创板ETF数量突破百只
Zhong Guo Xin Wen Wang· 2025-09-22 11:05
精准赋能"硬科技" 科创板ETF数量突破百只 中新网上海9月22日电 (高志苗)记者22日从上海证券交易所获悉,全市场科创板ETF数量突破100只大 关,科创板已形成覆盖宽基、主题、策略的多层次指数产品体系,结构持续优化、生态日趋成熟。目前 科创板ETF总体管理规模近3000亿元,科创板成为A股指数化投资比例最高的板块。 近五年来,科创板ETF蓬勃发展,不仅为投资者提供了更多元化的投资工具,而且成为引导社会资金流 向"硬科技"企业、服务新质生产力发展的重要渠道。宽基方面,形成了以科创50、科创100、科创200、 科创综指为代表的完整体系。行业主题方面,则覆盖了人工智能、芯片、新能源、创新药等新质生产力 关键领域。 来源:中国新闻网 编辑:熊思怡 广告等商务合作,请点击这里 本文为转载内容,授权事宜请联系原著作权人 中新经纬版权所有,未经书面授权,任何单位及个人不得转载、摘编或以其它方式使用。 关注中新经纬微信公众号(微信搜索"中新经纬"或"jwview"),看更多精彩财经资讯。 相关市场人士分析指出,科创板系列指数展现出优异的长期业绩,具备较为突出的长期配置价值。未来 伴随"科创板八条"和科创板"1+6"改 ...
科创板ETF数量超百只 规模近3000亿元
Zheng Quan Ri Bao Wang· 2025-09-22 10:07
Core Insights - The launch of the E Fund Shanghai Stock Exchange Sci-Tech Innovation Board New Energy ETF on September 22 marks the total number of Sci-Tech Innovation Board ETFs reaching 101 [1] - The previous listing of the Huatai-PineBridge Shanghai Stock Exchange Sci-Tech Innovation Board Innovative Drug ETF on September 19 pushed the total number of Sci-Tech Innovation Board ETFs to over 100 [1] - The overall management scale of Sci-Tech Innovation Board ETFs is nearly 300 billion, making it the segment with the highest proportion of index investment in A-shares [1] Industry Development - The Sci-Tech Innovation Board has developed a multi-layered index product system covering broad-based, thematic, and strategic indices, with continuous structural optimization and maturation of the ecosystem [1] - Over the past five years, the growth of Sci-Tech Innovation Board ETFs has provided investors with diversified investment tools and has become a significant channel for directing social funds towards "hard technology" enterprises [1] - A complete system has been formed in broad-based indices, represented by the Sci-Tech 50, Sci-Tech 100, Sci-Tech 200, and Sci-Tech Comprehensive Index [1] - Thematic indices cover key areas of new productive forces, including artificial intelligence, chips, new energy, and innovative drugs [1] Future Outlook - Market analysts indicate that the series of indices from the Sci-Tech Innovation Board demonstrate excellent long-term performance and possess notable long-term allocation value [1] - The investment ecosystem of the Sci-Tech Innovation Board is expected to further develop and improve with the implementation of the "Eight Measures" and "1+6" reform policies [1]