星标 ★ IPO日报 精彩文章第一时间推送 10月9日的A股走得比较好的板块有可控核聚变、存储芯片、固态电池、黄金概念、以及稀土永磁等，这些板块的上涨，其实都与"利好"相关， 也都与当今的国际政治经济形势密切相关。 张力制图 10月9日，国庆中秋长假后第一天，A股吹响进攻的号角：截至午盘，上证上涨48.29点，上涨幅度1.24%，以3931.07点收盘，创下十年来新高； 深创两指分别上涨1.75%和1.77%，也分别创下近期新高。 对于节后的A股，投资者小雨有点摸不懂套路了："就这么冲上3900点，总感觉要回调。"按她的交易计划，今天应该是低吸或者打板通富微电、 浪潮信息或者三花智控的，结果她非常谨慎地低吸了点浪潮信息。 小雨这样的情况，对投资者来说，应该是比较常见：A股大涨的时候，反而有点不知所措。 笔者以为，如何认识当前的宏观面和微观面，对于理解A股的趋势和投资，会有一些帮助。 与此同时，为保持银行体系流动性充裕，10月9日，中国人民银行以固定数量、利率招标、多重价位中标方式开展11000亿元买断式逆回购操作， 期限为3个月（91天）。 表面上看，上述都是零散的消息，似乎之间没有必然联系，但实际上都与当前 ...

节后首个交易日，A股市场实现开门红，沪指一举突破3900点，创10年新高；不过芯片股午后跳水，中 芯国际、华虹公司等龙头纷纷回落，拖累科创板、创业板表现。市场全天成交2.6万亿，较上个交易日 放量超4000亿，两市上涨个股超3100只。 分析人士认为，市场加速突破，主要有两大原因： 一方面，融资盘加速回补可能是主因。节前最后一个交易日，两市融资余额减少近338亿元；这么一笔 资金进场，能给市场带来的浓厚的多头气氛。 另一方面，炒作题材亦在长假期间持续发酵。人工智能各种爆款、故事持续演绎，外围存储芯片持续大 涨，有色金属不断新高，固态电池、核聚变等技术重大突破，为市场提供了炒作的结构。 盘面上，受国际金价大涨影响，有色金属、贵金属板块集体大涨，四川黄金、江西铜业、白银有色等多 股涨停。可控核聚变板块全线爆发，国光电气20cm涨停，融发核电、合锻智能、浙富控股等10余股封 板；稀土永磁板块午后持续拉升，金力永磁涨超10%，北方稀土涨停。此外，风电、电池、证券、钢铁 等板块盘中均有所异动。 下跌方面，影视股集体下挫，旅游及景区、酒店餐饮等行业跌幅较大。 展望10月，招商证券认为，市场将会继续延续9月的趋势，保持震荡 ...

Market Analysis - Global capital markets have shown significant increases during the holiday period, particularly in gold, US stocks, and copper, driven primarily by AI narratives [2] - The A-share market has returned to 3900 points after 10 years, with technology stocks being the main upward momentum, heavily influenced by external market sentiment and capital flow [2] - The continued rise of indices indicates signs of capital returning before the holiday, with October expected to be a competitive month for individual stocks [2] Gold Market Insights - Three anchors for gold pricing have been identified: reserve value, consumption value, and trading value [2] - With the ongoing expansion of dollar credit cracks, a long-term bull market for gold is anticipated, as the demand for gold is expected to grow [2] - By 2025, domestic gold jewelry companies are expected to see sales increases and performance improvements [2] Sector Performance - The gold concept stocks opened significantly higher, with several stocks reaching their daily limit, reflecting strong market interest [3] - The semiconductor sector is also active, with AMD's partnership with OpenAI leading to a notable increase in AMD's stock price [4] - Solid-state battery concept stocks have shown strong fluctuations, driven by advancements in battery technology [5] Index Performance - The Shanghai Composite Index has shown a strong upward trend post-holiday, with a focus on whether it can maintain above 3950 points [9] - The ChiNext Index has reached new highs, with technology stocks being the primary drivers, although the performance remains characterized by rotation rather than collective surges [9] Investment Outlook - The consensus among broker reports indicates a positive macro environment for A-shares following the holiday, with a focus on resource and AI sectors [15] - The long-term logic supporting gold's continued rise is centered around the restructuring of the global monetary credit system, with gold being viewed as a stabilizing asset during economic turbulence [15] - The ongoing accumulation of US debt poses risks to monetary credit, further enhancing gold's appeal as a safe-haven asset [16]

新能源车ETF（159806）跟踪的是CS新能车指数（399976），该指数从沪深市场中选取涉及锂电池、电 机、电控及整车制造等关键领域业务的上市公司证券作为指数样本，以全面反映A股市场新能源汽车行 业整体表现。CS新能车指数风格偏向成长型，集中配置于新能源汽车相关制造业，涵盖产业链上下游 核心环节。截至最新数据，该指数涨幅达2.96%，展现出新能源汽车板块的活跃态势。 华西证券指出，当前市场资金更倾向于博弈高弹性、具备中长期叙事且与内需联系不多的题材，电力设 备和电池行业中的固态电池、储能等细分领域受到资金关注。固态电池作为锂电池的下一个发展方向， 市场预期2027年小规模量产，其提升能量密度和安全性优势吸引资金布局。储能行业则受益于市场化转 型（取消强制配储）及海外需求超预期（美国抢装和欧洲储能需求），景气度持续提升。此外，电力设 备行业在科技主线轮动中表现活跃，尤其是与AI算力、新能源相关的设备需求增长。整体来看，这些 领域因产业逻辑扎实且与内需关联度较低，成为资金重点配置方向。 （文章来源：每日经济新闻） ...

Core Insights - The renewable energy sector is experiencing significant growth, with the China Securities Renewable Energy Index rising by 3.07% as of October 9, 2025, and key stocks like Maiwei Co., Ltd. and TBEA Co., Ltd. showing substantial gains [1][4]. Market Performance - The Renewable Energy ETF (159875) has increased by 2.52%, marking its third consecutive rise, and has accumulated a 6.98% increase over the past two weeks as of September 30, 2025 [1][4]. - The ETF's trading volume was active, with a turnover rate of 10.72% and a transaction value of 145 million yuan, indicating strong market engagement [4]. - The ETF's latest scale reached 1.275 billion yuan, with a recent increase of 67.5 million shares over the past two weeks [4]. Financial Metrics - The Renewable Energy ETF has seen a net asset value increase of 49.44% over the past six months, ranking 480 out of 3689 in the index fund category, placing it in the top 13.01% [4]. - The ETF's highest monthly return since inception was 25.07%, with a maximum consecutive monthly gain of 62.44% and an average monthly return of 8.85% [4]. Industry Trends - The electricity transmission and transformation industry is on an upward trend due to increasing global demand for grid construction and upgrades, with TBEA Co., Ltd. positioned to benefit from this growth [4]. - The solid-state battery and energy storage sectors are gaining attention from investors, driven by market transformations and unexpected overseas demand, particularly in the U.S. and Europe [5]. - The power equipment sector is actively responding to technological advancements, especially in relation to AI computing power and renewable energy-related equipment [5][6]. Key Stocks - As of September 30, 2025, the top ten weighted stocks in the China Securities Renewable Energy Index include CATL, Sungrow Power Supply, and TBEA Co., Ltd., collectively accounting for 45.2% of the index [8].

Group 1 - The core point of the news is that Funeng Technology's stock has experienced fluctuations, with a current price of 20.96 CNY per share and a market capitalization of 25.615 billion CNY, despite an overall increase of 80.69% in stock price this year [1] - As of October 9, 2023, the company saw a net outflow of 42.6966 million CNY in main funds, with significant buying and selling activity from large orders [1] - Funeng Technology specializes in the research, production, and sales of lithium-ion power batteries and battery systems for new energy vehicles, with 96.47% of its revenue coming from power battery systems [1] Group 2 - As of June 30, 2023, Funeng Technology had 25,900 shareholders, a decrease of 1.24% from the previous period, while the average number of circulating shares per person increased by 1.25% to 47,119 shares [2] - For the first half of 2025, Funeng Technology reported a revenue of 4.353 billion CNY, a year-on-year decrease of 37.58%, while the net profit attributable to the parent company was -162 million CNY, reflecting a year-on-year increase of 14.92% [2]

牛市来了还没上车？上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限 量发放！先到先得！ 今日上午，上证指数突破3900点。上一次A股"见到"3900点，是在2015年8月18日， 距今已有 3700余天。 盘面上， "科技+有色金属"成为最强双主线 。有色金属板块中，贵金属板块领涨，工业金属、小 金属、稀土永磁等板块上涨。两大龙头股紫金矿业、洛阳钼业联手大涨，盘中股价均创历史新高。 科技股全面发酵，存储芯片、消费电子等板块涨幅居前 。通富微电"一字"涨停，晶圆代工双雄中 芯国际涨超7%、华虹公司"20CM " 涨停，兆易创新、澜起科技、中微公司、拓荆科技等龙头股也 大涨，这些龙头股盘中股价均创历史新高。 此外，可控核聚变、固态电池、量子科技等板块也大涨。 上午收盘，上证指数上涨1.24%，报3931.07点，深证成指上涨1.75%，创业板指上涨1.77%。 市场半日成交超1.72万亿元。 科技股全面走强 今天上午，科技股全面走强，半导体产业链大涨，存储芯片、先进封装等板块涨幅居前。消费电子 概念上涨，AI PC、AI手机等板块涨幅居前。算力产业链表现活跃，PCB、光模块等板块上涨。 三 ...

大盘加速突破！ 10月9日早盘， 沪指突破3900点整数关口，为10年来首次，日内涨幅0.58%。深成指涨超1%，创业板指涨超1%。科创50更是 大涨超5%，半导体产业链持续大爆发。在A股带动之下，香港市场亦由跌转涨。A50大涨超1%。 | 上山 指示 | 深证成指 | 深证综指 | 沪深300 | 创业板指 科创50 | ┣证F50 | 中uF500 中iF1000 | : Y.uF50 | 恒生指数 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 品种代码 | 品种名称 | | 贡献点数 | 张中雷% | 昨收盘 | 参与计算股本(万) | 权重% | 名次 | | $ 601138 | 工作営联 | | 4. 75 | 5.71 | 66.010 | 1985818. 25 | 2.14 | 1 | | $ 601899 | 器等班,不 | | 2.49 | 6.49 | 29. 440 | 2058873. 50 | 0.99 | 2 | | $ 688041 | 海米信息 | | 2. 40 | 6.44 | 252. 600 ...

今日上午，上证指数突破3900点。上一次A股"见到"3900点，是在2015年8月18日，距今已有3700余天。 盘面上，"科技+有色金属"成为最强双主线。有色金属板块中，贵金属板块领涨，工业金属、小金属、稀土永磁等板块上涨。两大龙头股紫金矿业、洛阳 钼业联手大涨，盘中股价均创历史新高。 科技股全面发酵，存储芯片、消费电子等板块涨幅居前。通富微电"一字"涨停，晶圆代工双雄中芯国际涨超7%、华虹公司"20CM"涨停，兆易创新、澜起 科技、中微公司、拓荆科技等龙头股也大涨，这些龙头股盘中股价均创历史新高。 此外，可控核聚变、固态电池、量子科技等板块也大涨。 上午收盘，上证指数上涨1.24%，报3931.07点，深证成指上涨1.75%，创业板指上涨1.77%。市场半日成交超1.72万亿元。 科技股全面走强 今天上午，科技股全面走强，半导体产业链大涨，存储芯片、先进封装等板块涨幅居前。消费电子概念上涨，AI PC、AI手机等板块涨幅居前。算力产业 链表现活跃，PCB、光模块等板块上涨。 | 德邦科技 ■ 688035 | 63.18 | 14.56% | 89.9 Z | | --- | --- | --- | -- ...

格力博（301260.SZ）10月9日在投资者互动平台表示，公司拥有新能源电池包的自主设计与制造能力， 公司的电池包不属于固态电池。 每经AI快讯，有投资者在投资者互动平台提问：请问公司在割草机上使用的电池是自己生产的还是外 部采购的？请问公司是否有固态电池的技术储备？ （文章来源：每日经济新闻） ...