市场早盘震荡走弱，盘中集体翻绿，全市场超4900只个股下跌。截至午间收盘，沪指跌1.23%，深成指 跌1.84%，创业板指跌1.75%。沪深两市半日成交额1.7万亿，较上个交易日放量3539亿。 盘面上，银行方向逆势上涨，南京银行涨超4%；港口航运概念股震荡拉升，南京港、宁波海运等涨 停；摩尔线程概念股反复活跃，和而泰、联美控股等封板；半导体产业链局部活跃，硅片等材料方向涨 幅居前，立昂微、沪硅产业涨停或涨超10%；黄金股盘初走高，晓程科技一度涨超8%；生肖炒作逆势 升温，"马"字辈上涨，福龙马强势4连板，飞马国际直一度触及涨停。 跌幅方面，旅游酒店板块盘初重挫，云南旅游跌停；华为产业链集体走低，网达软件、开普云跌停或跌 逾10%；房地产、租售同权板块集体下行，香江控股、津投城开等跌超8%；医药医疗股持续调整，博 瑞医药跌近9%，美迪西跌近7%。 焦点股方面，天普股份再度涨停走出15连板，天普股份9月22日公告，公司股票连续14个交易日涨停， 累计上涨279.73%，目前公司股价已严重偏离上市公司基本面。 展望后市，中金公司研报指出，近期A股仍在短线调整期，不改中期趋势。本轮行情可能更具备"长 期"、"稳进" ...

Market Overview - On September 23, A-shares experienced a decline, with all three major indices falling over 1%, and the Shanghai Composite Index dropping below 3800 points, closing at 3781.61, down 1.23% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 171.35 billion yuan, an increase of 35.79 billion yuan compared to the previous trading day [1] Sector Performance - The consumer electronics sector remained active, with Yingqu Technology achieving two consecutive trading limits and Luxshare Precision hitting a trading limit, reaching a new high [3] - The semiconductor sector showed strength, with Changchuan Technology hitting a 20% trading limit and Hu Silicon Industry rising over 10% during the session [3] - The banking sector stabilized, with Nanjing Bank increasing by over 4% [3] Company Highlights - Changchuan Technology announced a profit forecast for the first three quarters of 2025, expecting a net profit of 827 million to 877 million yuan, representing a year-on-year growth of 131.39% to 145.38% [5] - Hu Silicon Industry plans to acquire minority stakes in several companies and has received approval from the Shanghai Stock Exchange for the transaction, pending registration approval from the China Securities Regulatory Commission [6] - According to Huatai Securities, global semiconductor equipment companies are expected to see a 24% year-on-year revenue increase in Q2 2025, driven by AI-related investments [6] Robotics Sector - The robotics sector showed resilience, with companies like Dayang Electric achieving four consecutive trading limits and Fulongma also reaching four consecutive limits [8] - Fulongma reported a 1.55% year-on-year decline in revenue for the first half of 2025, with a net profit of 93.74 million yuan, down 0.93% year-on-year [10]

Market Overview - A-shares opened high but experienced a downward trend, with the Shanghai Composite Index falling below 3800 points, closing at 3781.61, down 1.23% [1] - The Shenzhen Component Index dropped 1.84%, and the ChiNext Index fell 1.75%, with over 4900 stocks declining in the market [1][2] Sector Performance - Banking stocks showed signs of recovery, with notable gains in Nanjing Bank (up over 4%) and other major banks like Agricultural Bank and Construction Bank rising by 3% [10] - The semiconductor sector remained strong, with stocks like Changchuan Technology and Lianang Microelectronics hitting the daily limit [11] - The tourism sector faced significant declines, with Yunnan Tourism hitting the daily limit down [7] Bond Market - Government bond futures fell across the board, with the 30-year main contract down 0.52% [5] - The People's Bank of China conducted a 7-day reverse repurchase operation of 276.1 billion yuan, resulting in a net withdrawal of 10.9 billion yuan for the day [5] Gold Market - International gold prices reached a new high of $3759 per ounce, with domestic gold jewelry prices also rising, such as Chow Tai Fook's gold jewelry priced at 1098 yuan per gram [14] Consumer Electronics - The consumer electronics OEM index fell by 3.01%, with significant declines in stocks like Saiwei Electronics and Furi Electronics [9] - OpenAI is reportedly collaborating with companies like Luxshare Precision to develop consumer-grade AI devices, although Luxshare has not confirmed this [9]

Group 1 - The concept of Moore Threads continues to show strong performance, with companies such as Heertai and Lianmei Holdings reaching their price limits during bidding [1] - Initial Spirit Information saw a price increase of 10%, while Zhongke Lanyun experienced a rise of over 5% [1]

9月22日，中国证监会主席吴清在国新办举行的"高质量完成'十四五'规划"系列主题新闻发布会上表 示，"十四五"期间，我国资本市场实现了量的稳步增长和质的有效提升，也为"十五五"高质量发展打下 了坚实基础。吴清介绍，下一步，证监会将坚持稳中求进、以进促稳，以深化投融资综合改革为牵引， 不断提升基础制度、市场功能、监管执法等各方面的适应性、包容性，促进资源更加高效配置，让优质 企业和各类资金更好迸发活力、实现价值。增强多层次市场体系的适配性，以科创板、创业板"两创 板"改革为抓手，推进发行上市、并购重组等制度改革。 转自：新华财经 9月22日，A股市场震荡上涨，三大指数全线上涨。科技股引领市场上涨，科创50指数涨逾3%，智能音 箱、GPU、AI算力、消费电子等板块爆发。整个A股市场超2100只股票上涨，逾70只股票涨停，结构性 行情持续。市场成交额为2.14万亿元，连续29个交易日成交额超2万亿元。资金面上，上周A股市场融资 余额增加超460亿元。9月22日沪深两市主力资金净流出超140亿元。分析人士认为，目前驱动A股本轮 上行行情的原因没有发生变化，海外流动性等继续改善，国内基本面向上继续蓄势，中期市场将震荡向 ...

Group 1 - The core topic revolves around the upcoming IPO of Moore Threads, a company specializing in GPU development, which has become a hot topic in the stock market as its listing date approaches [1] - Moore Threads plans to raise 8 billion yuan through its IPO on the Sci-Tech Innovation Board, with the listing review scheduled for September 26 [1] - On September 22, the "Moore Threads concept" stocks surged by 6.1%, with several companies, including Yingqu Technology and Donghua Software, hitting the daily limit [1] Group 2 - Huachen Equipment disclosed that it holds a 0.6601% stake in Moore Threads through a partnership, with an investment of 2.640536 million shares [2] - Zhongtian Technology's subsidiary has invested in a fund that holds shares in Moore Threads, although specific details were not disclosed [2] - Shengyuan Environmental Protection confirmed an indirect investment of 29.735 million yuan in Moore Threads through a fund, representing a 0.2423% stake [2] Group 3 - Several companies, including Zhangjiang Hi-Tech and Dazhu Laser, clarified that they do not have any direct investments in Moore Threads, despite market speculation [3] - First Capital and Ultrasonic Electronics also confirmed they have not participated in any investment in Moore Threads [3] - Silver Trust Technology denied rumors of a strategic partnership with Moore Threads regarding AI chip development [3] Group 4 - Guanghuan New Network experienced an 8% increase in stock price, with investors inquiring about its indirect stake in Moore Threads through a fund [4] - Guanghuan New Network later confirmed that it does not have any investment in the China Mobile Industry Fund and thus does not hold shares in Moore Threads [5]

证券时报记者吴志 上会日期临近，摩尔线程成为股市热门话题。9月22日，"摩尔线程概念股"批量涨停，多家A股公司当 日晚间披露对摩尔线程持股情况。 圣元环保表示，公司于2021年通过认购中原前海股权投资基金（有限合伙）的基金份额3亿元间接参与 了摩尔线程的投资。该基金投资摩尔线程金额为人民币2973.5万元，投资比例为0.2423%。 与此同时，也有多家上市公司发声，澄清投资摩尔线程的传闻。 张江高科9月22日盘中涨停，截至收盘涨超8%。在9月22日披露的业绩说明会公告中，张江高科表示， 公司及自管基金未直接投资或持有宇树科技以及摩尔线程，宇树科技和摩尔线程也并非公司客户。 据悉，摩尔线程主要从事GPU及相关产品的研发、设计和销售，是国内极少数具备全功能GPU研发能力 的企业。 9月19日晚间，上交所官网显示，上交所上市审核委员会定于9月26日审议摩尔线程首发事项。摩尔线程 此次申请科创板上市，拟募集资金80亿元。 根据Wind数据，A股"摩尔线程概念"板块9月22日大幅上涨6.1%。其中，盈趣科技、东华软件、和而 泰、联美控股等涨停，另有多只股票大涨。 部分上市公司股价上涨，主要因前期曾披露对摩尔线程持股。例 ...

Market Overview - The market experienced a strong rally with the Shanghai Composite Index, Shenzhen Component Index, and ChiNext Index closing up by 0.22%, 0.67%, and 0.55% respectively, while over 3,100 stocks declined and more than 2,100 stocks rose, with total trading volume narrowing to 2.1 trillion [4]. Consumer Electronics - The consumer electronics sector saw significant gains, with stocks like Longying Precision, Hongfuhang, Guoguang Electric, and Luxshare Precision hitting the daily limit [7][9]. - The Apple supply chain rose over 3% throughout the day, driven by reports that Luxshare Precision secured assembly contracts for OpenAI devices and that Apple increased the daily production target for the iPhone 17 standard model by at least 30% [8][9][10]. Film and Entertainment - The film sector faced a downturn, with major stocks like Jishi Media and China Film hitting the daily limit down, leading to an overall decline of 2.36% in the sector [16][18]. - The anticipated film "731" did not meet expectations, with poor word-of-mouth affecting its performance, leading to a significant drop in related stocks like Jishi Media, which fell 30% over five trading days [18]. Technology Sector - The technology sector, including consumer electronics, saw a collective surge, with stocks like Zhongke Lanyun and Xinyuan shares hitting the daily limit [25]. - Concepts related to memory, flash storage, servers, computing chips, and semiconductors experienced strong performance, with many established companies reaching new historical highs [25]. Miscellaneous Concepts - The "Ma" concept stocks showed resilience, with stocks like Fulongma and Wanma shares hitting the daily limit, despite the strong performance of technology stocks [21][22].

9月22日，A股全天震荡分化，三大指数最终集体收涨；科创50指数盘中一度涨逾4%。截至收盘，沪指涨0.22%，深成指涨0.67%，创业板指涨0.55%。沪 深两市成交额2.12万亿，较上一个交易日缩量2023亿。 近期，消费电子行业迎来"金九银十"焕新旺季。Meta、苹果产业链均传来最新消息——Meta于当地时间9月18日举办年度开发者大会，正式推出智能眼镜 Meta Ray-Ban Display；预售首周表现强劲，苹果公司正加大标准版iPhone 17的生产力度。 另据智通财经报道，有消息称OpenAI已与立讯精密等企业签署协议，共同打造一款消费级设备，立讯精密已获得至少一款设备的组装合同。对此传闻， 立讯精密方面未予正面回应。不过有产业链人士证实，目前OpenAI已就具体项目与国内供应链展开合作。 摩尔线程概念股批量涨停 与此同时，现货黄金继续走强，站上3700美元/盎司再刷新高；加密货币快速下挫，以太坊一度下跌逾9%。 消费电子板块爆发 券商板块尾盘走强 板块方面，消费电子板块表现活跃，立讯精密（002475）一字涨停。摩尔线程概念股午后持续走高，宏力达等多股涨停。金融科技、券商板块尾盘走强。 下跌方 ...

Market Overview - The A-share market experienced fluctuations on September 22, with all three major indices closing higher; the Shanghai Composite Index rose by 0.22%, the Shenzhen Component Index increased by 0.67%, and the ChiNext Index gained 0.55% [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 2.12 trillion yuan, a decrease of 202.3 billion yuan compared to the previous trading day [1] Sector Performance - The consumer electronics sector showed significant activity, with Luxshare Precision hitting the daily limit, and other companies like Lens Technology and GoerTek rising over 7% [4][5] - The financial technology and brokerage sectors strengthened towards the end of the trading day, with notable gains in stocks such as Guosheng Financial Holdings, which rose nearly 8% [8] Consumer Electronics Sector - The consumer electronics sector is entering a peak season, with strong performance from companies like Luxshare Precision and reports of Meta's new smart glasses and Apple's increased production of the iPhone 17 [5] - OpenAI is reportedly collaborating with Luxshare Precision on a consumer-grade device, although Luxshare has not confirmed this [5] Moer Thread Concept Stocks - Stocks related to the Moer Thread concept surged, with several companies like Honglida and Chuling Information hitting the daily limit [6][7] Gold and Cryptocurrency Market - Spot gold prices reached a new high, surpassing $3700 per ounce, with a reported increase of over 0.7% [9][11] - The cryptocurrency market saw a sharp decline, with Ethereum dropping over 9% and Bitcoin falling more than 2.5% [12][13] - Over 400,000 individuals experienced liquidation in the cryptocurrency market, with total liquidation amounts nearing $1.7 billion [14]