A股三大指数今日集体走低，截至收盘，沪指跌0.97%报3990点，深证成指跌1.93%，创业板指跌2.82%，科创50指数跌2.72%。全市场成交额1.98万亿元，较 前一交易日缩量853亿元，逾3300股下跌。 盘面上，存储芯片、HBM概念下挫，同有科技、佰维存储、江波龙等多股跌逾10%；AIPC板块走低，聚辰股份跌近10%；CPO概念震荡下行，华懋科技领 跌；半导体、贵金属、电子化学品及可控核聚变等板块跌幅居前。另外，海南离岛免税新政实施首周免税购物金额、购物人数双双大增，海南板块爆发，海 南矿业、康芝药业等多股涨停；燃气股走高，首华燃气涨停；医药商业板块活跃，人民同泰涨停；水产养殖、SPD概念、中药及公用事业等板块涨幅居前。 (格隆汇) 涨幅榜 资金净流入 5日涨幅* 林木 燃气 能源设 +3.81% +2.37% +2.269 港口 综合类 海运 +0.98% +0.60% +0.55° | 上证指数 | 深证成指 | 北证5C | | --- | --- | --- | | 3990.49 | 13216.03 | 1514.2 | | -39.01 -0.97% -260.49 -1.93% -1 ...

Market Overview - The market experienced fluctuations throughout the day, with the Shanghai Composite Index falling nearly 1% and the ChiNext Index declining nearly 3% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.96 trillion yuan, a decrease of 839 billion yuan compared to the previous trading day [1] - Over 3,300 stocks in the market saw declines, indicating a broad market downturn [1] Sector Performance - The lithium battery sector continued its strong performance, with companies like Furui Co., Ltd. achieving a seven-day consecutive rise and Shida Shenghua achieving a three-day consecutive rise [1] - The Fujian sector showed resilience, with stocks such as Pingtan Development and Haixia Environmental Protection hitting the daily limit [1] - The gas sector also performed well, with Shouhua Gas reaching a 20% limit up [1] - Flu-related stocks were active, with Jindike achieving three rises in five days and Zhongsheng Pharmaceutical achieving two rises in three days [1] - The Hainan sector was notably active, with Hainan Mining hitting the daily limit [1] Declining Sectors - The computing power hardware sector experienced a collective pullback, with the storage chip concept suffering significant losses, particularly Bawei Storage, which fell over 10% [1] - The CPO concept faced fluctuations, with the three major players in optical modules showing weakness [1] - Overall, sectors such as Hainan, gas, pharmaceuticals, and Fujian saw gains, while storage chips and CPO sectors faced declines [1]

【导读】海南、福建板块领涨、银行股走强，工行农行股价创新高；泛科技、有色金属板块低迷 大家好，基金君和你一起关注今天上午的市场行情！ 11月14日上午，A股三大股指低开低走，北证50指数和红利指数逆市上涨。 截至午间收盘，沪指报4022.89点，跌0.16%，深证成指跌1.1%，创业板指跌1.74%。 沪深两市半日成交额为1.23万亿元。至此，沪深两市成交额已连续第116个交易日突破1万亿元。个股涨多跌少，市场共 2856只个股上涨，79只个股涨停，2423只个股下跌。 从板块看，银行板块全线飘红，海南、福建板块反复活跃，燃气股、商业医药股走强；而半导体、电脑硬件、有色金属板 块走弱，存储芯片、算力硬件、光模块等概念板块集体回调。 福建板块个股方面，三木集团（000632）录得6连板。 来看具体情况—— 银行股全线飘红！ 上午，银行板块逆市走强，相关个股全线飘红。 个股方面，工商银行和农业银行股价再创新高。截至午盘，工商银行股价报8.34元/股，最新市值为27726亿元。 农业银行股价报8.61元/股，最新市值为29233亿元。 涨幅方面，上午中国银行、兴业银行涨超2%，农业银行涨0.58%，工商银行、建设银 ...

人民财讯11月14日电，11月14日，三大指数集体低开，沪指跌0.56%，深证成指跌1.14%，创业板指跌 1.74%。盘面上，草甘膦、旅游、供气供热、煤炭、纺织服饰等少数板块涨幅居前；通信设备、存储芯 片、半导体、电气设备、有色等板块跌幅居前。 ...

Investment Rating - The investment rating for the company is "Buy" and is maintained [5]. Core Views - The company reported a revenue of 12.724 billion yuan for the first three quarters of 2025, representing a year-on-year increase of 10.55%. However, the net profit attributable to shareholders was only 29 million yuan, a significant decline of 89.94% year-on-year. In Q3 2025, the revenue was 4.384 billion yuan, up 11.76% year-on-year and 2.33% quarter-on-quarter, while the net profit was -40 million yuan, down 167.32% year-on-year and 214.7% quarter-on-quarter. The non-recurring net profit attributable to shareholders was 38 million yuan, showing a quarter-on-quarter increase of 59.78% [3][10]. Summary by Sections Financial Performance - For the first three quarters of 2025, the company achieved a revenue of 12.724 billion yuan, with a year-on-year growth of 10.55%. The net profit attributable to shareholders was 29 million yuan, down 89.94% year-on-year. In Q3 2025, the revenue reached 4.384 billion yuan, reflecting an 11.76% year-on-year increase and a 2.33% quarter-on-quarter increase. The net profit was -40 million yuan, a decline of 167.32% year-on-year and 214.7% quarter-on-quarter. The non-recurring net profit attributable to shareholders was 38 million yuan, with a quarter-on-quarter growth of 59.78% [3][10]. Market Position and Strategy - The company has seen an increase in market share for its silver paste products, which has helped offset the weaker production schedules in downstream battery manufacturing. The overall sales volume of photovoltaic paste remained stable with slight growth, including the sales volume after the consolidation of Sote. The processing fees for silver paste remained stable quarter-on-quarter, contributing to the growth in non-recurring net profit [10]. Acquisition and Future Outlook - The company announced the acquisition of Jiangsu Jinkai's equity, which will make Jiangsu Jinkai a subsidiary and included in the consolidated financial statements. This acquisition is expected to enhance the integration of the storage industry chain. The acquired company has guaranteed net profits of no less than 1 million yuan, 35 million yuan, 48 million yuan, and 61 million yuan for the years 2025 to 2028, indicating confidence in the future prospects of the storage business and the company's performance [10].

13日大盘出现了两个好现象，一是大盘放量重新站上两万亿元，二是罕见流入超200亿元。但对于这两 个现象，也要有一个冷静的分析，大盘虽然放量，但成交量还是不够大，在成交量站上2.5万亿元之 前，想大盘大涨还是不太可能。加上A股市场有"熊市黑周四牛市黑周五"的说法，所以明天的大盘再次 个股普涨的可能性并不大。 13日湘股表现较亮眼。147只个股上涨106只，4只个股涨幅超10%。湖南裕能以13.32%领涨。 行业板块几乎全线上扬，能源金属、电池、化肥行业、贵金属、电源设备、非金属材料、有色金属、化 学原料、化学制品、小金属板块涨幅居前，仅铁路公路、银行、电力行业逆市翻绿。个股方面，上涨股 票3953只，涨停104只；下跌股票1338只，无跌停股票，跌幅在5%以上的股票仅12只。 在外围股市普涨刺激下，13日A股大盘大盘低开高走，新能源、保险、有色等蓝筹股大幅拉升，带动了 市场人气，沪指一举突破了前期高点4025点，最高上攻到4030点附近。正是这5个点的涨幅，打破了大 盘可能形成双头顶的可能，预计后期沪指可能到4050点附近。 从盘面上来看，13日市场热点主要集中在两个方向，并且都是涨价逻辑。一是锂电池产业链全线 ...

来源：新浪证券-红岸工作室 11月13日，汇成股份涨0.46%，成交额4.12亿元，换手率3.15%，总市值130.41亿元。 异动分析 3、2024年7月3日公司投资者关系活动记录表：公司目前OLED客户主要包括联咏、瑞鼎、奕力、云英 谷、集创北方、芯颖、傲显、昇显微、晟合微等。 4、合肥新汇成微电子股份有限公司的主营业务是集成电路高端先进封装测试服务。公司的主要产品是 集成电路封装测试。 5、根据2024年年报，公司海外营收占比为54.15%，受益于人民币贬值。 (免责声明：分析内容来源于互联网，不构成投资建议，请投资者根据不同行情独立判断) 存储芯片+先进封装+OLED+芯片概念+人民币贬值受益 1、2025年10月14日公司，合肥新汇成微电子股份有限公司举办特定对象调研活动，向舟资本、兴全基 金、平安资管等多家机构投资者披露重磅布局：公司通过直接与间接投资相结合，拿下合肥鑫丰科技有 限公司（简称 "鑫丰科技"）27.5445% 股权，并与鑫丰科技股东华东科技（苏州）有限公司（简称 "华 东科技"）达成战略合作，共同拓展 3D DRAM 等存储芯片封测业务，瞄准 AI 基建时代下存储芯片的爆 发式需求。 ...

格隆汇11月13日丨国林科技(300786.SZ)在投资者互动平台表示，子公司国林半导体下游终端客户包含 存储芯片制造商，目前占主营业务收入比重较低，关于公司具体经营情况请关注定期报告。 ...

13日早盘，两市主要股指盘中集体走高，创业板指大涨近3%，场内超3800股飘红。 截至午间收盘，沪指涨0.44%报4017.94点，深证成指涨1.8%，创业板指涨2.68%，北证50指数涨 3.47%，沪深北三市合计成交12734亿元。 盘面上看，银行板块走低，有色、化工、半导体等板块强势拉升，有机硅、锂电、黄金概念、存储芯片 概念等活跃。 东莞证券表示，考虑到9至10月美联储连续降息，外部因素对国内实施适度宽松货币政策的掣肘进一步 弱化，加之国内仍处在弱信用、弱地产以及低通胀和高实际利率环境下，四季度政策利率及LPR报价仍 有下调空间。整体来看，当前市场处于风格切换关键期，政策托底与流动性宽松为行情提供支撑。短期 建议采取"均衡配置、攻守兼备"策略，关注医药、化工与银行、煤炭等高股息红利资产。 （文章来源：证券时报网） ...

Group 1 - The storage chip sector is experiencing significant activity, with companies like Baiwei Storage and Jiangbolong reaching historical highs in stock prices [1] - The Tianhong Chip ETF (159310) tracking the chip industry index has rebounded nearly 1.5%, with several component stocks showing strong gains [1] - The Tianhong Chip ETF has seen a notable inflow of funds, accumulating over 10 million yuan in net inflows over the past week, ranking first among similar stocks in the Shenzhen market [1] Group 2 - Major storage leaders, including Samsung and SK Hynix, are planning to increase NAND prices and reduce supply, with Samsung considering a price hike of 20% to 30% [2] - The current storage price increase cycle is expected to be stronger and more sustained than previous cycles, indicating a need for attention in the storage sector [2] Group 3 - The storage shortage and price increase trend is anticipated to continue throughout 2026, with expectations of profit elasticity exceeding forecasts [3] - A new domestic platform for 12-inch silicon photonic chip production has been launched, marking a significant breakthrough in the silicon photonics field [3] - The core value of silicon photonics technology lies in chip design and wafer manufacturing, shifting the industry paradigm from "packaging-led" to "design-led" [3]