【导读】长存集团全面完成股份制改革 中国基金报记者 卢鸰 从产业版图看，长存集团已逐步构建了闪存制造、晶圆代工、封装测试、产业投资、园区运营与创新孵化等业 务板块协同发展的产业生态。该业务体系涵盖了从产品研发、生产制造到产业投资、创新孵化的全价值链环 节，共同增强了长存集团的综合实力。 从技术实力看，长存集团已成为国内半导体产业发展的重要推动力量。以其全资子公司长江存储为例，作为国 内唯一的3D NAND原厂，注册资本约1246亿元，公司自主研发的晶栈®Xtacking®架构三次获得FMS奖项。 其中，今年8月，晶栈®Xtacking®4.0创新架构荣获FMS 2025 3D NAND类目"最具创新存储技术奖"。 当前，全球AI算力热潮持续推高存储芯片需求，行业迎来新一轮成长周期。根据QYResearch的预测，全球存 储芯片市场销售额将在2031年达到15840亿元，2025年至2031年复合增长率为9.3%。在这一背景下，长存 集团等国内企业正瞄准结构性机遇加速发展。 为进一步扩大产能与技术优势，9月5日，长江存储与湖北长晟三期共同出资207.2 亿元，设立长存三期（武 汉）集成电路有限责任公司，其中，长 ...

Market Performance - The A-share market showed a strong performance with the Shanghai Composite Index closing at 3853.64, up by 0.83%, and the Shenzhen Component Index closing at 13356.14, up by 1.80% [2] - The ChiNext Index reached a new three-year high, closing at 3185.57, with a gain of 2.28% [4] - The STAR 50 Index saw a significant increase, rising by 3.49% to close at 1456.47 [2] Sector Analysis - The top-performing sectors included Electric Equipment (up 2.88%), Electronics (up 2.76%), and Media (up 2.59%) [3] - Conversely, the Banking sector experienced a decline of 0.36%, and the Coal sector fell by 0.29% [3] - Notable concept stocks such as those in the chip industry and real estate showed strong performance, while sectors like Food & Beverage and Communications lagged behind [4][5] Future Outlook - The market is expected to continue its upward trend, with a focus on whether the Shanghai Composite Index can maintain above the 3850-point level [6] - The technology sector is anticipated to play a crucial role in driving market sentiment, with ongoing capital market vitality expected post-holiday [6] - Investment opportunities are likely to emerge from sectors such as TMT (Technology, Media, and Telecommunications), public utilities, and non-ferrous metals [6]

Group 1 - Huasoft Technology (002453) has experienced a four-day consecutive rise, with its current light initiator products being produced and sold in small batches according to customer orders, contributing less than 2% to the company's revenue in 2024 [2] - Dalong Real Estate (600159) announced that its controlling subsidiary intends to acquire 60% of Beijing Chengzhu Real Estate Development Co., Ltd., which holds a project site in Shunyi District, Beijing, with a total land area of 41,300 square meters [2] - The overall market saw a low opening but high recovery, with the ChiNext Index reaching a three-year high and the STAR 50 Index rising nearly 5%, while the total trading volume in the Shanghai and Shenzhen markets was 2.33 trillion, a decrease of 167.6 billion from the previous trading day [1] Group 2 - The U.S. stock market saw all three major indices decline, with the Dow Jones down 0.37%, the Nasdaq down 0.33%, and the S&P 500 down 0.28%, while Intel rose over 6% amid reports of seeking investment from Apple [3] - The precious metals and computer hardware sectors experienced significant declines, with U.S. gold companies dropping over 5% and several tech stocks like HP and Dell falling by more than 1% [3] - Lithium Americas saw a remarkable increase of 95% as reports indicated the U.S. government is seeking to acquire up to 10% of the company [3]

Market Overview - The A-share market experienced a significant rise, with the Sci-Tech 50 Index surging over 5%, reaching a nearly four-year high [1] - The Shanghai Composite Index closed at 3853.64 points, up 0.83%, while the Shenzhen Component Index rose 1.8% to 13356.14 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 234.75 billion yuan [1] Semiconductor and Chip Sector - The semiconductor sector saw a strong performance, with the overall sector rising 4.6%, ranking first among industry sectors [2] - The storage chip concept also performed well, with a 4.18% increase, ranking fourth among industry concepts [2] - Notable individual stocks included ShenGong Co., Jiangfeng Electronics, and Xingfu Electronics, which hit the daily limit up [2] - The introduction of new lithography equipment by Shengmei Shanghai is expected to enhance semiconductor manufacturing capabilities [2] Memory Products Price Increase - Samsung has significantly raised prices for its DRAM and NAND flash products, with some products seeing price increases of up to 30% [3] - Other major players like SanDisk and Micron have also adjusted their pricing, indicating a trend of rising memory product prices [3] - The demand for enterprise-level SSDs is expected to increase, benefiting companies with strong pricing power in this segment [3] Solid-State Battery Sector - The solid-state battery concept saw a notable rise, with the sector increasing by 2.51% [4] - Key individual stocks in this sector included HaiMuxing and JiaoCheng Ultrasound, which experienced significant gains [4] - The Chinese government is promoting the development of high-safety battery storage systems, which is expected to drive advancements in solid-state battery technology [4][5] - Full solid-state batteries are anticipated to achieve partial mass production by 2027, with several automotive manufacturers planning to test these technologies [5][6] Brokerage and Financial Technology Sector - The brokerage and financial technology sectors showed positive movement, with stocks like Xiangcai Co. hitting the daily limit up [7] - The financial sector has seen adjustments recently, but the market remains active, with expectations for continued inflows of institutional and retail funds [7] - Analysts are optimistic about the profitability and valuation of the brokerage sector, anticipating further growth in Q3 earnings [7]

Core Insights - The article provides a ranking of open-end funds based on their net asset value growth as of September 24, 2025, highlighting the top and bottom performers in the market [2][4][6]. Fund Performance Summary - The top 10 funds with the highest net value growth include: 1. 东方人工智能主题混合C (1.5545) 2. 东方人工智能主题混合A (1.5696) 3. 国泰中证半导体材料设备主题ETF (1.5321) 4. 广发中证半导体材料设备ETF (1.6846) 5. 华夏中证半导体材料设备主题ETF (1.6085) 6. 易方达中证半导体材料设备主题ETF (1.7877) 7. 万家中证半导体材料设备主题ETF (1.8132) 8. 汇安润阳三年持有期混合C (1.1261) 9. 汇安润阳三年持有期混合A (1.1419) 10. 华夏上证科创板半导体材料设备 (1.4788) [2][4]. - The bottom 10 funds with the lowest net value growth include: 1. 易方达瑞享混合E (4.9760) 2. 易方达瑞享混合I (6.1441) 3. 华润元大核心动力混合C (1.0547) 4. 华润元大核心动力混合A (1.0820) 5. 易方达先锋成长混合C (2.0226) 6. 易方达先锋成长混合A (2.0555) 7. 易方达远见成长混合C (1.8392) 8. 易方达远见成长混合A (1.8731) 9. 信澳业绩驱动混合A (1.5803) 10. 信澳业绩驱动混合C (1.5512) [4][6]. Market Trends - The market showed a rebound with the Shanghai Composite Index rising, and the ChiNext Index also reflecting a similar upward trend, with a total trading volume of 2.34 trillion [6]. - Leading sectors included semiconductors, internet, electrical equipment, and electrical instruments, all showing gains of over 2% [6]. - Notable concepts such as BC batteries and storage chips experienced growth exceeding 4% [6]. Fund Holdings Analysis - The top holdings of the leading fund, 东方人工智能主题混合C, include: 1. 华海清科 (13.16% increase) 2. 北方华创 (10.00% increase) 3. 芯源微 (10.67% increase) 4. 盛美上海 (14.81% increase) 5. 拓荆科技 (9.70% increase) - The fund's top ten holdings account for 89.90% of its total assets, indicating a strong focus on the semiconductor sector [7]. - Conversely, the bottom-performing fund, 易方达瑞享混合E, has significant holdings in stocks that have seen declines, such as 沪电股份 (-4.43% decrease) and 天孚通信 (-3.84% decrease), with its top ten holdings representing 66.40% of its total assets [7].

Group 1 - The article highlights the importance of weekly announcements related to the stock market, including key events such as suspensions, investments, acquisitions, and performance reports, which help investors identify potential opportunities and risks [1] - Specific companies are mentioned for their involvement in advanced technologies: one company provides components for lithography machines, while another has launched its first KrF process front-end coating and developing equipment, with clients including Xinkailai [1] - A company is noted for delivering the first high-speed testing machine used in the semiconductor memory testing segment, which is applicable in storage chips, computing power, AR/VR, and robotics [1]

Strong Stocks - As of September 24, the Shanghai Composite Index rose by 0.83% to 3853.64 points, the Shenzhen Component Index increased by 1.8% to 13356.14 points, and the ChiNext Index climbed by 2.28% to 3185.57 points [1] - A total of 87 stocks in the A-share market hit the daily limit up, with the top three strong stocks being Hongdou Co., Ltd. (600400), Sunflower (300111), and Hanhigh Group (001221) [1] - Detailed data for the top 10 strong stocks includes metrics such as consecutive limit up days, turnover rates, trading volumes, and industry classifications [1] Strong Concept Sectors - The top three concept sectors with the highest gains are: SMIC International Concept with a gain of 5.41%, National Big Fund Holdings with a gain of 4.83%, and BC Battery with a gain of 4.3% [2] - The top 10 concept sectors show a significant percentage of rising constituent stocks, with SMIC International Concept having 95.06% of its stocks rising [2] - Other notable sectors include Storage Chips and Advanced Packaging, both showing positive performance with gains of 4.18% and 3.38% respectively [2]

Core Viewpoint - The stock market showed a collective rise on September 24, with significant gains in major indices, indicating a positive market sentiment and active trading in specific sectors like semiconductors and renewable energy [3][4][12]. Market Performance - The three major indices closed higher: Shanghai Composite Index at 3853.64 points (+0.83%), Shenzhen Component Index at 13356.14 points (+1.80%), and ChiNext Index at 3185.57 points (+2.28%) [3][4]. - Total trading volume in the Shanghai and Shenzhen markets was 2.33 trillion yuan, a decrease of 167.6 billion yuan from the previous trading day [3]. Sector Performance - The semiconductor industry, photovoltaic equipment, gaming, and BC battery sectors saw the highest gains, while the tourism sector experienced a slight decline [6][8]. - Notable sector performances included: - Semiconductor sector up by 4.60% with significant inflows [7]. - Solid-state battery concept stocks also surged, with multiple stocks hitting the daily limit [8]. Individual Stock Highlights - Key stocks that performed well included: - Xiangcai Co. hitting the daily limit, and several securities firms like Guotou Capital and Changjiang Securities saw significant increases [8]. - Lixun Precision increased over 6%, reaching a historical high with a trading volume close to 30 billion yuan [8]. - Conversely, stocks like Heertai and Industrial Fulian faced significant sell-offs, with net outflows of 1.6 billion yuan and 1.386 billion yuan respectively [11]. Capital Flow - Main capital inflows were observed in the electronics, computer, and pharmaceutical sectors, while coal and construction sectors experienced net outflows [9][10]. - Specific stocks with notable net inflows included Sunshine Power and SMIC, attracting 1.342 billion yuan and 1.155 billion yuan respectively [10]. Analyst Insights - Analysts suggest that the Shanghai index is supported around the 3800-point level, with technology growth sectors like semiconductors remaining active, indicating a bullish market sentiment [12]. - There is an expectation of continued volatility in global markets due to changes in interest rates, while domestic liquidity remains ample, suggesting potential opportunities in technology sectors [12].

Core Insights - The National Big Fund holding concept saw a significant increase of 4.83%, ranking second among concept sectors, with 42 stocks rising, including Changchuan Technology and Xingfu Electronics, which hit the 20% limit up [1][2] Group 1: Market Performance - The National Big Fund holding concept had a net inflow of 7.186 billion yuan, with 35 stocks receiving net inflows, and 16 stocks exceeding 100 million yuan in net inflows [2][3] - Leading the net inflow was Tongfu Microelectronics, with a net inflow of 1.273 billion yuan, followed by North Huachuang and SMIC with net inflows of 1.215 billion yuan and 1.137 billion yuan respectively [2][3] Group 2: Stock Performance - Top performers in the National Big Fund holding concept included Tongfu Microelectronics, which rose by 10%, and North Huachuang, which also increased by 10% [3][4] - Other notable gainers included Nanda Optoelectronics with a 12.50% increase, and Zhongke Feimeng with a 10.92% increase [1][4] - Conversely, the stocks with the largest declines included Shenzhen South Circuit, which fell by 3.81%, and Chip Original Shares, which decreased by 3.35% [1][5]

编辑：何颖曦 盘面上，半导体板块大涨，神工股份、长川科技等涨停。存储芯片概念走强，江丰电子、通富微电 等涨停。光刻机概念震荡拉升，张江高科、华软科技等涨停。房地产板块走高，云南城投、渝开发等涨 停。固态电池概念活跃，恩捷股份、中国宝安等涨停。机器人概念走强，中创智领、上纬新材、豪能股 份等多股涨停。证券板块盘中异动拉升，湘财股份涨停。半导体、互联网、电气设备、软件服务等板块 涨幅居前；通信设备、旅游、酒店餐饮、银行等板块跌幅居前。 中国经济周刊-经济网讯 A股三大指数今日集体上涨，截至收盘，上证指数报3853.64点，涨幅 0.83%，成交额10157.08亿元；深证成指报13356.14点，涨幅1.80%，成交额13110.76亿元；创业板指报 3185.57点，涨幅2.28%，成交额6285.21亿元。 ...