1 、 10 月起，一批新的法律法规和制度将开始施行，其中，新修订的反不正当竞争法将规制 " 全网最低价 " 等网络不正当竞争行为， 铁路、民航 10 月 1 日起全面使用电子发票，永久基本农田保护红线管理办法明确禁止擅自调整保护红线，互联网平台企业将首次正式报送平台内经营者和从业人员的身份信 息、收入信息。 2 、 证监会、财政部就《证券期货违法行为吹哨人奖励工作规定（征求意见稿）》公开征求意见。 征求意见稿较大幅度提高奖励标准，奖励金额由案件 罚没款金额 1% 提升为 3% ，提供重大违法行为线索的奖金上限从 10 万元提升为 50 万元，案件线索有重大影响等情况的每案奖金上限统一提升至 100 万 元，可奖励案件条件从罚没款金额 10 万元提升为 100 万元。 1 、 国家统计局公布， 9 月中国制造业 PMI 为 49.8% ，环比上升 0.4 个百分点； 非制造业 PMI 为 50.0% ，下降 0.3 个百分点；综合 PMI 产出指数为 50.6% ，上升 0.1 个百分点，我国经济总体产出扩张略有加快。 2 、消费领域迎来利好政策。 财政部、商务部宣布，开展消费新业态新模式新场景试点和国际化消 ...

Group 1 - The A-share market saw significant growth in Q3, driven by sectors such as humanoid robots, storage chips, and solid-state batteries, with the ChiNext Index rising by 50% and the Sci-Tech 50 Index increasing by 49% [1][3] - A total of 11 stocks in the A-share market experienced price increases exceeding 200% in Q3, excluding newly listed stocks this year [1][4] - The top-performing stocks included Shangwei New Materials, which surged by 1,597.94%, and Tianpu Co., which rose by 468.92%, among others [4] Group 2 - The performance of major indices in Q3 included the ChiNext Index at 49.02%, Shenzhen Component Index at 29.25%, and the Shanghai Composite Index at 12.73% [3] - The data indicates a strong performance across various sectors, with notable gains in technology and automotive industries [4] - The overall market sentiment appears positive, reflecting investor confidence in the technology sector and related industries [1][3]

30日开放式基金净值增长排名前10的基金分别是：永赢先锋半导体智选混合发起A、永赢先锋半导体智选混合发起C、中航远见领航混合发起A、中航远见 领航混合发起C、华夏军工安全混合C、华夏军工安全混合A、方正富邦核心优势混合C、方正富邦核心优势混合A、长城景气成长混合C、长城景气成长混 一顿操作猛如虎，目前已有28915只基金更新净值，谁是基金中的王者，谁又垫底，请看数据： 写在文章前的声明：在本文之前的说明：本文中所列的投资信息，只是一个对基金资产净值进行排行的客观描述，并无主观倾向性，也不是投资建议，纯属 娱乐性质。 【备注：永赢先锋半导体智选混合发起A/C是新发基金，成立日期在2025年9月12日，目前没有任何十大持仓公示，但应该是半导体方向的（等于没说）我 猜是存储芯片概念】 | 排名 | 代码 | 基金简称 | 2025-09-30 | | 2025-09-29 | | 理测量 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 单位净值8 | 累计净值$ | 单位净值8 | 累计净值$ | | | 1 | 025208 | 永赢先锋半导 ...

Market Performance - The Shanghai Composite Index closed at 3882.78 points, up 0.52%, with a trading volume of 973.3 billion yuan [1] - The Shenzhen Component Index closed at 13526.51 points, up 0.35%, with a trading volume of 1208.14 billion yuan [1] - The ChiNext Index closed flat at 3238.16 points, with a trading volume of 583.96 billion yuan [1] - The STAR 50 Index closed at 1495.29 points, up 1.69%, with a trading volume of 99.8 billion yuan [1] - Total trading volume for both markets reached 2181.44 billion yuan, an increase of 19.99 billion yuan compared to the previous trading day [1] Sector Performance - Strong performance was noted in sectors such as non-ferrous metals, electric equipment, national defense, real estate, pharmaceutical biology, computers, steel, and precious metals [3] - Active concepts included storage chips, lithium mines, small metals, low-carbon metallurgy, and gold [3] - The non-bank financial sector experienced the largest net outflow of funds, totaling 5.7 billion yuan [5] Fund Flow - The net outflow of main funds from the Shanghai and Shenzhen markets was 32.79 billion yuan [4] - The ChiNext saw a net outflow of 11.97 billion yuan, while the CSI 300 experienced a net outflow of 16.78 billion yuan [5] - Only two sectors, retail and national defense, saw net inflows of 0.15 billion yuan and 0.01 billion yuan, respectively [5] Individual Stock Performance - A total of 2549 stocks rose, while 2416 stocks fell, with 63 stocks hitting the daily limit up and 11 stocks hitting the limit down [3] - 77 stocks had net inflows exceeding 0.1 billion yuan, with the highest being GoerTek at 0.97 billion yuan [7] - 127 stocks had net outflows exceeding 0.1 billion yuan, with Lingyi Technology experiencing the largest outflow of 2.07 billion yuan [9] Institutional Activity - Institutions had a net buying of approximately 0.687 billion yuan, with Huahong Semiconductor being the top net buyer at 0.684 billion yuan [10]

| 代码 | 简称 | 今日涨跌幅 | 净流入资金 | | --- | --- | --- | --- | | | | (%) | (亿元) | | 002241 | 歌尔股份 | 6.08 | 9.70 | | 000981 | 山子高科 | 10.13 | 7.55 | | 300115 | 长盈精密 | 0.53 | 6.33 | | 000021 | 深科技 | 9.98 | 5.93 | | 301563 | N云汉 | 332.59 | 5.90 | | 002298 | 中电整龙 | 10.01 | 5.71 | | 300014 | 亿纬锂能 | 8.75 | 5.46 | | 300432 | 富临精工 | 19.98 | 5.23 | | 002045 | 国光电器 | 9.98 | 5.21 | | 301308 | 江波龙 | 20.00 | 4.70 | | 001285 | N瑞立 | 49.93 | 4.66 | | 203988 | 兆易创新 | 8.20 | 4.16 | | 000960 | 锡业股份 | 9.98 | 3.57 | | 000980 | 众泰汽车 | 8. ...

Group 1 - The company, LeiKe Defense, announced on September 30 that it has completed a key technology iteration upgrade in the storage chip sector for civilian eMMC products, which is expected to enhance its market competitiveness [1] - The storage medium has successfully transitioned from the domestic Yangtze Memory Technologies X1 particles to the X4 particles, resulting in significant cost reductions [1] - Compatibility adaptations have been completed with major domestic CPU manufacturers, further improving the product's competitive edge [1]

Market Overview - A-shares ended September with all major indices rising, with the ChiNext Index up approximately 12%, marking a three-year high, and the Sci-Tech 50 Index up over 11%, reaching a nearly four-year high [1] - The Shanghai Composite Index rose 12.73% in Q3, while the Shenzhen Component Index increased by 29.25%, and the ChiNext Index surged by 50.40% [1] - On September 30, the Shanghai Composite Index closed at 3882.78 points, up 0.52%, and the Shenzhen Component Index closed at 13526.51 points, up 0.35% [1] Sector Performance Non-Ferrous Metals - The non-ferrous metals sector saw significant gains, with companies like Jiangxi Copper and Jingyi Co. hitting their daily limit up [2][3] - The cobalt market experienced a sharp increase, with the average price of 1 cobalt reaching 337,000 CNY/ton, a rise of 29,000 CNY, marking the largest single-day increase this year [3] - Factors contributing to this surge include tightening global supply and strong domestic demand in the new energy sector [3][6] Semiconductor Sector - The storage chip sector was notably active, with Jiangbolong and Huahong Semiconductor reaching new highs, with Jiangbolong hitting a 20% limit up [7] - NAND flash prices are expected to rise by 5%-10% in the coming quarters due to high demand in the enterprise SSD market [9] Military Trade - The military trade sector saw a rise, with companies like Guorui Technology and AVIC Shenfei hitting their daily limit up [10] - Increased global security concerns due to the worsening situation in the Middle East are expected to boost defense spending, enhancing demand for Chinese military equipment [10]

Core Insights - The National Big Fund's stock concept rose by 2.79%, ranking 7th among concept sectors, with 34 stocks increasing in value, led by Jiangbolong with a 20% limit-up [1] - The sector saw a net inflow of 1.733 billion yuan, with 28 stocks receiving net inflows, and 11 stocks exceeding 100 million yuan in net inflow [1] Market Performance - Top gainers in the National Big Fund stock concept include Jiangbolong (20%), Huahong (15.72%), and Xingfu Electronics (9.50%) [1] - The top decliners in the sector were Changchuan Technology (-4.32%), Chipone (-2.66%), and Shennan Circuit (-2.10%) [1] Fund Flow Analysis - Jiangbolong, Ruixinwei, and Youyan New Materials had the highest net inflow rates at 10.16%, 9.34%, and 9.20% respectively [2] - The leading stock in terms of net inflow was Changdian Technology, with a net inflow of 757.31 million yuan [2] Detailed Stock Data - The table lists various stocks with their respective daily price changes, turnover rates, and net inflow ratios, highlighting significant movements in the National Big Fund stock concept [3][4] - Notable stocks include Changdian Technology (7.83% increase, 12.04% turnover), Jiangbolong (20% increase, 9.44% turnover), and Ruixinwei (4.96% increase, 3.65% turnover) [2][3]

来源：新浪证券-红岸工作室 9月30日，汇成股份涨2.54%，成交额11.58亿元，换手率7.13%，总市值162.58亿元。 异动分析 先进封装+存储芯片+OLED+芯片概念+人民币贬值受益 1、据2023年2月投资者关系活动记录表： Chiplet先进封装技术是凸块制造、Fan-out、3D、SiP等高端先 进封装技术的集合，公司掌握的凸块制造技术是Chiplet的基础之一。在研发端，公司将以客户需求为导 向，基于凸块制造技术，纵向拓展技术边界，积极布局Fan-out、2.5D/3D、SiP等高端先进封装技术。 2、2025年4月3日公告：公司投入大量资金持续建设研发中心、吸纳技术人才，研发凸块制造技术及车 规级芯片、存储芯片等其他细分领域封装技术。 本报告期研发投入 8,940.69万元，较上年同期增长 13.38%。 今日主力净流入722.58万，占比0.01%，行业排名63/165，该股当前无连续增减仓现象，主力趋势不明 显；所属行业主力净流入21.37亿，当前无连续增减仓现象，主力趋势不明显。 区间今日近3日近5日近10日近20日主力净流入722.58万4438.72万1.33亿2.96亿2.61 ...

成交金额方面，沪市成交金额9732.75亿元，深市成交金额12081.41亿元，两市合计成交金额2.18万亿 元。 个股方面，A股2657股飘红，其中63股涨停。此外，2578股飘绿，其中10股跌停。 北京商报讯（记者 马换换 王蔓蕾）伴随9月30日收盘，A股9月行情收官。交易行情显示，9月30日，A 股三大股指集体高开，开盘后三大股指全天保持震荡态势。截至当日收盘，上证综指、深证成指分别收 涨0.52%、0.35%，分别报3882.78点、13526.51点；创业板指平盘收盘，报3238.16点。 盘面上，能源金属板块领涨，存储芯片、锂矿概念等板块轮番活跃；轮毂电机、公用事业、银行等板块 跌幅居前。 ...