本月市场走出先扬后抑走势，总体呈现震荡上行态势 ，三大指数月线均收涨，其中创业板指本月累计涨超12%创三年多新高，科创50指数涨超11%创近四 年新高。 从板块来看， 本月市场热点主要集中在芯片产业链、机器人、储能方向。 芯片产业链中，德明利本月股价翻倍，中芯国际、华虹公司、张江高科等多只 芯片概念股本月创新历史高。机器人股中，首开股份本月走出12天11板。储能方向，宁德时代、阳光电源续创历史新高，并且宁德时代在月中A+H股总市 值超越贵州茅台。 今日盘面上，沪深两市成交额2.18万亿，较上一个交易日放量200亿。市场热点题材反复活跃，有色金属、存储芯片板块涨幅居前，白酒、大金融等板块 跌幅居前。 截至收盘，沪指涨0.52%，深成指涨0.35%，创业板指涨0.00%。 今日预测量能: 2.18万亿 [ +200亿 涨停表现 封板率 69.00% 封板 52 触及 23 昨涨停今表现 2.44% 高开率 66% 获利率 64% 0 50 100 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 实时盯盘 VIP资讯 ...

Market Overview - A-shares saw a rise in all three major indices, with the Shanghai Composite Index closing at 3878.13 points, up 0.4% [1][2] - The Shenzhen Component Index increased by 0.31%, while the ChiNext Index rose by 0.06% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.36 trillion yuan, an increase of 763 billion yuan compared to the previous trading day [2] Sector Performance - The technology sector experienced a broad rally, particularly in the semiconductor and storage chip segments, with the storage index rising by 5.81% [3][4] - The aerospace and military, as well as non-ferrous metal sectors, saw significant gains, while the financial sector experienced a pullback [3] Notable Stocks - Jiangbolong hit the daily limit with a 20% increase, while Huahong Semiconductor surged by 15.16% [5] - Zhaoyi Innovation rose over 8%, with a current share price of 213.03 yuan and a market capitalization of 141.9 billion yuan [6] - Other notable gainers included Hengsuo Co., Bawei Storage, and Jucheng Co., all rising over 10% [7] Battery Sector - The solid-state battery sector continued its upward trend, with lithium battery electrolyte and cathode segments also performing well [10] - Shida Shenghua and Tianji Co. both reached the daily limit with a 10% increase [10] Non-Ferrous Metals - The non-ferrous metals sector remained strong, with the cobalt index rising over 4% [12] - Shengtun Mining increased by 9.7%, while other companies like China Molybdenum and Tianyuan Cobalt also saw gains [12] Precious Metals - The precious metals sector saw an increase, with spot gold surpassing $3860 per ounce, marking a rise of over $100 this week [14][15]

又见"肉签"！ A股市场今天（9月30日）上午整体上行，科创50指数走势强劲，盘中再创年内新高。 此外，今日A股、港股市场均有新股上市，首日表现均较亮眼。其中，A股市场今天有两只新股上市，新股云汉芯城（301563）盘中涨幅一度超过400%， 若按照盘中最高价计算，中一签新股最多可赚约5.75万元，这一单签盈利居于年内A股市场前列。港股市场今日有3只新股上市，其中西普尼盘中一度涨近 340%。 科创50指数走强 再创年内新高 A股市场今天上午整体上行，主要指数不同程度上涨，其中科创50指数走势强劲，盘中涨幅一度超过2%，再创年内新高。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | | 300811 | 铂科新材 | 85.62 | 10.63 | 14.18% | | 605376 | 博迁新材 | 65.44 | 5.95 | 10.00% | | 002295 | 精艺股份 | 14.75 | 1.34 | 9.99% | | 000960 | 锡业股份 | 23.14 | 2.10 | 9.98% | | 600301 | 华 ...

又见"肉签"！ A股市场今天（9月30日）上午整体上行，科创50指数走势强劲，盘中再创年内新高。 此外，今日A股、港股市场均有新股上市，首日表现均较亮眼。其中，A股市场今天有两只新股上市，新股云汉芯城（301563）（301563）盘中涨幅一度 超过400%，若按照盘中最高价计算，中一签新股最多可赚约5.75万元，这一单签盈利居于年内A股市场前列。港股市场今日有3只新股上市，其中西普尼 盘中一度涨近340%。 科创50指数走强 再创年内新高 A股市场今天上午整体上行，主要指数不同程度上涨，其中科创50指数走势强劲，盘中涨幅一度超过2%，再创年内新高。 主要行业和赛道板块中，若按照申万一级行业划分，有色金属板块大涨，板块盘中涨幅超过2%。铂科新材（300811）盘中涨幅一度超过18%，博迁新材 （605376）、精艺股份（002295）、锡业股份（000960）等涨停，中金黄金（600489）、湖南黄金（002155）等也不同程度上涨。 消息面上，金价和银价继续上涨。国内黄金期货主力合约盘中再创历史新高，已经突破870元/克。 国防军工、电力设备、房地产、计算机等板块涨幅居前；通信、综合、非银金融等板块上午盘中 ...

Market Overview - The A-share market experienced an overall upward trend on September 30, with the Sci-Tech Innovation 50 Index reaching a new high for the year, showing an intraday increase of over 2% [3] - New stocks listed on both A-share and Hong Kong markets performed well, with significant gains on their debut [7][15] New Stock Performance - A-share market saw two new stocks listed, with Yunhan Xincheng (301563) experiencing an intraday surge of over 400%, potentially yielding a profit of approximately 57,500 yuan per lot, ranking among the top for the year [8][10] - The other new stock, Ruili Kemi, saw an intraday increase of nearly 90% [11] - In the Hong Kong market, three new stocks were listed, with Xipuni showing an intraday rise of nearly 340% and maintaining a gain of about 250% [12][17] Industry Highlights - The non-ferrous metals sector saw significant gains, with the sector rising over 2% during the session [5] - Key stocks in this sector included Platinum New Materials, which rose by 14.18%, and others like Boki New Materials and Jingyi Co., which also hit their daily limit [4][5] - Gold and silver prices continued to rise, with domestic gold futures reaching a historical high, surpassing 870 yuan per gram [4] Company Insights - Yunhan Xincheng focuses on electronic component distribution and industrial internet integration, providing a one-stop supply chain service for the electronic manufacturing industry [10] - Ruili Kemi specializes in the research, production, and sales of active safety systems for vehicles, positioning itself as a leader in the commercial vehicle safety system market [12] - Xipuni, a leading designer and manufacturer of gold watch cases, is projected to grow its revenue from 324 million yuan to 457 million yuan from 2022 to 2024, with a compound annual growth rate of 28.2% [13] - Botai Che Lian, a supplier of intelligent cockpit solutions, is the third-largest provider in the Chinese passenger car market, holding a market share of 7.3% [18] Stock Index Performance - The Hang Seng Index showed low volatility, initially rising but later narrowing its gains, with notable movements among its constituent stocks [15][16] - Semiconductor company Huahong Semiconductor saw a significant rise of over 13% following an announcement regarding a share issuance and acquisition [19]

又见"肉签"！ A股市场今天（9月30日）上午整体上行，科创50指数走势强劲，盘中再创年内新高。 此外，今日A股、港股市场均有新股上市，首日表现均较亮眼。其中，A股市场今天有两只新股上市，新股云汉芯城（301563）盘中涨幅一度超过400%， 若按照盘中最高价计算，中一签新股最多可赚约5.75万元，这一单签盈利居于年内A股市场前列。港股市场今日有3只新股上市，其中西普尼盘中一度涨近 340%。 科创50指数走强再创年内新高 A股市场今天上午整体上行，主要指数不同程度上涨，其中科创50指数走势强劲，盘中涨幅一度超过2%，再创年内新高。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | | 300811 | 铂科新材 | 85.62 | 10.63 | 14.18% | | 605376 | 博迁新材 | 65.44 | 5.95 | 10.00% | | 002295 | 精艺股份 | 14.75 | 1.34 | 9.99% | | 000960 | 锡业股份 | 23.14 | 2.10 | 9.98% | | 600301 | 华锡 ...

Core Viewpoint - The A-share market experienced an overall upward trend, with the Sci-Tech 50 Index reaching a new high for the year, driven by strong performances from newly listed stocks and specific industry sectors [2][3]. Group 1: Market Performance - The A-share market saw significant gains, with major indices rising, particularly the Sci-Tech 50 Index, which had an intraday increase of over 2% [3]. - New stocks listed on the A-share market performed exceptionally well, with Yunhan Xincheng (301563) showing an intraday gain of over 400%, potentially yielding a profit of approximately 57,500 yuan per lot [10][9]. - In the Hong Kong market, three new stocks were listed, with Xipuni reaching an intraday increase of nearly 340% [12][16]. Group 2: Industry Highlights - The non-ferrous metals sector experienced a significant rise, with intraday gains exceeding 2%. Notable stocks included Platinum New Materials, which surged by 18%, and several others reaching their daily limit [5][6]. - Gold and silver prices continued to rise, with domestic gold futures surpassing 870 yuan per gram, indicating strong demand in the precious metals market [7]. - Key sectors such as defense, electric equipment, real estate, and computing showed notable gains, while sectors like communications and non-bank finance faced declines [7]. Group 3: New Stock Details - Yunhan Xincheng focuses on electronic component distribution and integrates digital technology for efficient supply chain services, boasting over 696,500 registered users and processing peak orders of 68,000 monthly [12]. - Ruili Kemi, another new stock, specializes in active safety systems for vehicles, showcasing significant technological capabilities in the automotive sector [15][16]. - In the Hong Kong market, Xipuni, a leading manufacturer of gold watch cases, reported a revenue increase from 324 million yuan to 457 million yuan from 2022 to 2024, reflecting a strong growth trajectory [18].

沪深两市半日成交额1.36万亿，较上个交易日放量763亿。全市场超2900只个股上涨。 | 跌2229 | 涨2974 > | | --- | --- | | 今日实时成交额13698亿 | 较上一日此时 +761亿 | 11:11 华虹公司AH股齐涨，A股华虹公司涨超14%，H股华虹半导体涨超10%。 2025.09.30 本 文字数：2393，阅读时长大约4分钟 作者 | 一财阿驴 11:31 A股午盘丨沪指涨0.4%逼近3900点 上证指数涨0.4%，深成指涨0.31%，创业板指涨0.06%。 盘面上，能源金属、军工、AI PC概念涨幅居前，白酒板块低迷。半导体产业链持续爆发，国林科技、 华懋科技等涨停，华虹公司涨超15%创新高。 | 分壁 $日 1分 5分 15分 30分 60分 日 周 月 更多 | F9 盘前盘后 酷加 九坑 面线 工具 @ (2) > | 华虹公司 1 立即 | 113.69 +14.69 +14.84% | 769 | 688347[邮【公司] 11:11 价 113.69 滚跌 14.69(14.84%) 均价 103.39 成交量 2822 成交全部 2918万 2025/ ...

Market Overview - A-shares experienced a slight increase with over 2900 stocks rising, and the total trading volume reached 1.4 trillion yuan, an increase of 763.1 billion yuan compared to the previous trading day [1] - The Shanghai Composite Index rose by 0.4%, the Shenzhen Component Index by 0.31%, and the ChiNext Index by 0.06% [1] Positive Market Drivers - The National Development and Reform Commission is actively promoting new policy financial tools with a total scale of 500 billion yuan aimed at supplementing project capital [2] - The manufacturing Purchasing Managers' Index (PMI) for September was reported at 49.8%, an increase of 0.4 percentage points from the previous month, indicating continued improvement in manufacturing sentiment [2] - The release of the DeepSeek-V3.2-Exp model signifies deep collaboration among leading companies in China's AI industry [2] Sector Performance Non-ferrous Metals - The non-ferrous metals sector remained active, with Huaxi Nonferrous Metals hitting the daily limit, and Xingye Silver Tin rising over 5%, reaching a historical high [4] - The cobalt market saw a significant surge, with the average price of 1 cobalt reported at 337,000 yuan/ton, a substantial increase of 29,000 yuan, marking the largest single-day rise this year [4] Storage Chip Sector - Storage chip stocks rose, with Jiangbolong increasing over 15% to reach a new high [5] - A recent report indicated that the eSSD market for servers is expected to rise by over 10% in Q4, with DDR5 RDIMM prices projected to increase by approximately 10% to 15% [5] AI Applications - AI application stocks experienced a rally, with NetEase Software hitting the daily limit and other companies like ZhiDeMai and KaiPuYun also seeing gains [6] - The new pricing policy for DeepSeek's API will reduce costs for developers by over 50% [6] Energy Storage - The energy storage sector continued its strong performance, with Haibo Sichuang rising nearly 10% to set a new listing high [7] - Demand for domestic energy storage cells is robust, with leading battery companies operating at full capacity and orders extending into early next year [8] Institutional Insights - CITIC Securities suggests that holding stocks during the long holiday is cost-effective, with a focus on growth sectors like technology and "new productivity" related areas [9] - Zheshang Securities notes that the growth style of the market has been prominent, with a balanced allocation between cyclical and technology sectors [10] - Huatai Securities indicates that the A-share market has entered an upward platform period, with potential for increased trading activity post-holiday [11]

根据闪迪、芯存社公众号消息，9月以来，原厂接连调涨报价，Wafer、模组价格已小幅上涨。9月4日， NAND大厂闪迪（SanDisk）发布涨价函，面向渠道和消费者客户对闪存产品涨价10%+，主要由于北美 企业级eSSD需求高景气，以及行业供给向下一代节点、高端产品迁移，低端产品供给偏紧价格上涨。 预计近期闪存厂商有望陆续跟涨。另据报道，9月18日，继美光暂停报价后，三星也已通知大客户四季 度涨价，且三星预计NAND类eMMC/UFS协议价格涨幅5%—10%。 中信证券指出，9月以来，根据Bloomberg、CFM闪存市场，NAND Flash Wafer和部分存储模组均有不 同程度上涨，涨幅个位数。展望后续，Trend Force预计2025年四季度NAND Flash价格将上涨5%— 10%，后续数据中心eSSD涨价幅度有望超市场预期，2026年大容量QLCSSD有望出现爆发性增长。观看 待本轮结构性周期景气的持续性。在企业级SSD的需求高增下NAND涨幅有望超预期，核心推荐企业级 存储进展快、涨价受益逻辑强的公司；企业级SSD/内存配套芯片设计公司有望间接受益。 存储芯片概念30日盘中强势拉升，截至发稿， ...