Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index slightly down by 0.03% at 3830.65 points, while the Shenzhen Component Index rose by 0.32% and the ChiNext Index increased by 0.16% [1][3] Sector Performance - The solid-state battery and photolithography sectors experienced significant gains, while the humanoid robot sector saw a notable decline [3][19] - The photolithography sector led the market with individual stocks like B wavelength Optoelectronics surging by 15.01% and Tengjing Technology increasing by over 14% [5][6] - The solid-state battery sector also performed well, with Ganfeng Lithium hitting the daily limit up by 10% [15][18] Individual Stock Highlights - B wavelength Optoelectronics reached a price of 108.68 with a year-to-date increase of 102.82% [6] - Tengjing Technology's stock price rose to 131.35, marking a year-to-date increase of 227.54% [6] - Ganfeng Lithium's stock price reached 52.82, with a total market capitalization of 100.5 billion [15][18] Declining Sectors - The humanoid robot sector faced a downturn, with stocks like Jinfatech hitting the daily limit down by 10.01% [20] - Other stocks in this sector, such as Wolong Electric Drive and Sanhua Intelligent Control, also experienced declines exceeding 8% [20][21]

【导读】A股三大指数涨跌互现，固态电池、光刻机概念板块走强；人形机器人概念板块下跌 中国基金报记者 张舟 9月19日上午，A股三大股指涨跌互现。截至午间收盘，沪指报3830.65点，微跌0.03%，深证成指涨0.32%，创业板指涨0.16%。 沪深两市半日成交额超1.49万亿元，个股跌多涨少，市场共1890只个股上涨，48只个股涨停，3406只个股下跌。 个股方面，波长光电大涨15.01%，腾景科技涨逾14%。福晶科技、茂莱光学、新莱应材、晶瑞电材、苏大维格等涨幅居前。 | 代码 | 名称 | 现价 | 涨跌幅 | 总市值 | 年初至今 | | --- | --- | --- | --- | --- | --- | | 301421 | 波长光电 | 108.68 | 15.01% | 126亿 | 102.82% | | 688195 | 腾景科技 | 131.35 | 14.26% | 170亿 | 227.54% | | 002222 | 福晶科技 | 49.12 | 7.06% | 231亿 | 52.06% | | 688502 | 茂莱光学 | 469.36 | 6.02% | 248亿 | 13 ...

Market Overview - On September 19, A-shares showed mixed performance with the Shanghai Composite Index down 0.03%, Shenzhen Component up 0.32%, and ChiNext Index up 0.16% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets reached 1.51 trillion yuan, a decrease of 209.6 billion yuan compared to the previous day [1] Sector Performance - Chip concept stocks continued to perform strongly, with Yongxin Optics achieving a three-day limit-up and Demingli hitting the daily limit [2] - Lithium mining and energy metal sectors saw a surge, with Ganfeng Lithium hitting the daily limit [2] - The solid-state battery concept also regained strength, with Ganfeng Lithium closing at 52.82 yuan per share and a trading volume of nearly 7 billion yuan [2] Company Developments - Ganfeng Lithium announced on September 18 that its energy storage cells have achieved large-scale production and established long-term stable supply partnerships with several leading companies [4] - The company reported that its energy storage cell production capacity is fully utilized, and it is actively developing solid-state batteries for various applications, including electric vehicles and drones [4] - Ganfeng Lithium is accelerating its industrialization process in the fields of new energy vehicles and consumer electronics [4] Robotics Sector - The robotics sector experienced a broad pullback, with stocks like Wolong Electric Drive hitting the daily limit down [5][6] - Wolong Electric Drive reported that its robotics-related products accounted for approximately 2.71% of its total revenue in the first half of 2025, indicating a low impact on overall business performance [8] High-Profile Stock Movements - Several high-profile stocks experienced significant declines, with Shanghai Construction falling to the daily limit at 3.49 yuan per share, following a five-day limit-up streak [10] - Shanghai Construction's stock price increased by 61% from September 12 to September 18, leading to heightened trading risks due to market overheating and irrational speculation [13]

Group 1 - The humanoid robot concept stocks experienced a significant decline at the beginning of trading, with companies such as Haon Automotive, Wolong Electric Drive, and Hongchang Technology dropping over 8% [1] - Other companies like Anpeilong, Hengshuai Co., and Wuzhou Xinchun also reported notable declines in their stock prices [1]

Group 1 - The A-share market saw all three major indices open lower but then rise, with the ChiNext Index reaching a new high of 3168.68 points on September 18, 2025, marking a 24.19% increase over the past month, outperforming other major indices [1] - The semiconductor sector experienced strong gains, with SMIC hitting a new high, while the CPO and humanoid robot concepts remained active [1] - As of September 18, 2025, the ChiNext Index was up 0.40%, and the ChiNext ETF (Guangfa, 159952) rose by 0.47%, achieving a four-day consecutive increase [1] Group 2 - The ChiNext ETF (Guangfa) reached a new high in scale at 15.037 billion yuan and a new three-month high in shares at 7.898 billion [2] - The ETF has seen continuous net inflows over the past four days, with a peak single-day net inflow of 360 million yuan, totaling 1.007 billion yuan [2] - Recent favorable developments in the new energy industry include breakthroughs in solid-state battery technology, rising demand for energy storage, and efforts to stabilize prices [2] Group 3 - The ChiNext Index is heavily weighted in the new energy sector, with battery (22.03%), communication equipment (16.30%), securities (7.84%), and photovoltaic equipment (4.98%) being the primary industries [1] - The ChiNext ETF closely tracks the ChiNext Index, consisting of 100 stocks with high market capitalization and liquidity, focusing on strategic emerging industries such as power equipment, biomedicine, and electronics [2]

东莞证券表示，海外流动性环境趋于宽松，与此同时，国内8月经济延续边际放缓态势，市场对政策 端"适时加力"的预期持续升温，两大因素叠加，有望为A股后续行情蓄积更多上行动能。不过需注意的 是，当前主要指数已运行至阶段性高位，震荡整理过程中资金分歧正逐步加大，盘中波动加剧的风险不 容忽视。因此，投资者在操作上建议灵活控制仓位，避免盲目追高，同时结合板块景气度与估值水平， 积极优化持仓结构。 校对： 苏焕文 （文章来源：证券时报网） 18日早盘，两市股指强势上扬，沪指逼近3900点，科创50指数大涨超3%，场内超2700股飘红。 截至午间收盘，沪指涨0.45%报3893.95点，深证成指涨0.79%，创业板指涨0.49%，科创50指数涨 3.4%，沪深北三市合计成交17205亿元。 盘面上看，有色、煤炭、券商、保险、酿酒、银行等板块走低，半导体板块再爆发，CPO概念、人形机 器人概念等活跃。 ...

视频丨倪雨晴 杨浩凯 9月18日，A股三大指数集体低开，截至中午收盘，沪指涨0.45%，深成指涨0.79%，创业板指涨0.49%。 科创50指数扩大涨幅至3%，站上1400点，再创3年多新高。 | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 北证50 | | 3893.95 | 13319.70 | 1624.34 | | +17.61 +0.45% +104.24 +0.79% +16.90 +1.05% | | | | 科创50 | 创业板指 | 万得全A | | 1417.05 | 3162.90 | 6344.93 | | +46.62 +3.40% +15.55 +0.49% +47.24 +0.75% | | | | 沪深300 | 中证500 | 中证A500 | | 4565.64 | 7341.75 | 5523.51 | | +14.62 +0.32% +81.71 +1.13% +31.10 +0.57% | | | | 中证1000 | 深证100 | 中证红利 | | 7655.38 | 5810.49 | 5486 ...

Core Viewpoint - A-shares experienced a positive trend with the Shanghai Composite Index rising by 0.45%, driven primarily by a surge in the semiconductor sector and notable performances from specific stocks [1] Market Performance - The three major A-share indices opened lower but rebounded, with the Shanghai Composite Index nearing 3900 points during the session [1] - The Shenzhen Component Index increased by 0.79%, while the ChiNext Index rose by 0.49% and the Sci-Tech 50 Index surged by 3.4% [1] - The total market turnover for the half-day session reached approximately 1.72 trillion yuan [1] Sector Highlights - The semiconductor sector showed strong performance, with stocks like SMIC hitting new highs [1] - The CPO concept stocks gained traction, exemplified by Dekeli's stock reaching the daily limit [1] - The humanoid robot concept remained active, with Junsheng Electronics also hitting the daily limit [1] - Other sectors such as computer hardware and communication equipment saw significant gains, while large financials, coal, and precious metals sectors underperformed [1] Notable Stocks - Tianpu Co. resumed trading with a limit-up increase, marking its 12th consecutive trading day of gains [1]

A股开盘，三大指数小幅低开，沪指低开0.01%，深证成指低开0.41%，创业板指低开0.88%。盘面上， 迈威生物20cm涨停，领涨创新药板块，公司与Kalexo签署独家许可协议，最高可获10亿美元预付款和 里程碑付款；人形机器人概念盘初走高，利和兴涨超13%，均胜电子涨停；半导体板块再度活跃，利扬 芯片涨超10%，寒武纪、东芯股份涨超4%；有色金属、黄金股集体低开，西部黄金、北方铜业跌超 6%。(格隆汇) ...

Market Overview - A-shares showed a strong recovery with major indices rising, particularly the ChiNext Index which surged nearly 2% to surpass 3100 points [1] - The Hong Kong market also performed well, with the Hang Seng Index increasing nearly 2% and the Hang Seng Tech Index rising over 4%, both reaching new highs [1] - The total trading volume in the Shanghai and Shenzhen markets reached 240.32 billion yuan, an increase of 35.9 billion yuan from the previous day [1] Semiconductor Sector - Semiconductor and chip stocks experienced a collective surge, with SMIC's stock price hitting a historical high, rising nearly 7% and peaking at 120.8 yuan per share [2] - The semiconductor equipment shipment value reached $33.07 billion in Q2 2025, a 24% year-on-year increase, with China's sales amounting to $11.36 billion, a 2% decline year-on-year but an 11% increase quarter-on-quarter [2] - The domestic chip sector is expected to benefit from the increasing support for local chips in various industries, as highlighted by Tencent's adaptation of mainstream domestic chips [3] Energy Storage Sector - The energy storage concept saw significant gains, with stocks like CATL rising nearly 7% and hitting a historical high [4] - The World Energy Storage Conference announced ambitious targets for energy storage installations, aiming for over 180 million kilowatts by 2027 and over 300 million kilowatts by 2035 [4] - The global energy storage cell shipments reached 240 GWh in the first half of the year, marking a 106% year-on-year increase, driven by a shift towards market competition in the domestic storage market [4] Policy Impact on Energy Storage - The release of the National Development and Reform Commission's document No. 136 is expected to introduce a new development model for the energy storage industry, enhancing project profitability [5] - The document suggests that energy storage projects could become more financially viable, with a potential capacity price mechanism to boost revenue certainty [6] Robotics and Wind Power - The humanoid robot sector continued to gain momentum, with stocks like Haopeng Technology hitting the daily limit [7] - The wind power equipment sector also saw a surge, with several stocks reaching their daily limit, supported by positive industry outlooks and expected profitability improvements [7]