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。 ...

人民财讯9月24日电，今日三大指数低开高走，截至收盘，沪指涨0.83%，深证成指涨1.8%，创业板指 涨2.28%。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。沪深北三市超4400股飘红，成交 额2.34万亿元。 转自：证券时报 ...

今天芯片板块集体上涨，盘中半导体、AI芯片、存储芯片等细分概念涨幅居前，截至发稿，芯片 龙头ETF（516640）上午收盘涨6.42%，科创芯片ETF富国（588810）上午收盘涨6.28%。其中芯片龙头 ETF成分股长川科技20cm涨停，南大光电涨超17%，盛美上海涨超14%。 近期芯片板块催化不断，政策端，工信部正推进智能网联汽车准入、"车路云一体化" 等试点，将 拉动车规级芯片需求；证监会 "并购六条" 落地后，半导体产业并购重组量同比增近四成，加速产业整 合与技术迭代。 此外，上游半导体硅片涨价预期愈演愈烈，有消息称台积电正在计划对其3纳米制程和2纳米制程的 工艺节点进行涨价，台积电向联发科收取的高端3纳米的N3P制程费用较上一代涨价24%。 芯片龙头ETF（516640）紧密跟踪中证芯片产业指数，覆盖包括芯片设计、半导体设备、集成电路 制造、半导体材料等细分领域，助力投资者高效分享国内半导体行业增长红利。没有场内账户的投资者 可以关注该产品的联接基金（A 类014776； C 类014777）。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈 ...

24日早盘，两市股指全线拉升，深证成指涨超1%，创业板指涨近2%，科创50指数大涨近5%，场内超 4000股飘红。 东莞证券表示，当前A股市场呈现一定震荡整理的格局，但结构性机会依然显著。周二当日半导体产业 链延续强势，银行与港口航运板块亦逆势活跃，显示市场仍存在一定的支撑力量。此外，临近国庆长 假，部分资金出于避险考虑，尤其是杠杆资金在节前主动平仓，属季节性正常现象。市场虽暂陷整理， 但整体风险偏好并未实质下降，伴随基本面复苏及盈利预期改善，中期牛市行情仍在酝酿中。 （文章来源：证券时报网） 盘面上看，旅游、煤炭、保险等板块走低；半导体板块再爆发，地产、医药、石油等板块强势，光刻 机、存储芯片、新型电池概念等活跃。 截至午间收盘，沪指涨0.63%报3845.91点，深证成指涨1.11%，创业板指涨1.76%，科创50指数涨 4.94%，沪深北三市合计成交14204亿元。 ...

Group 1 - The article emphasizes the importance of timely and professional information interpretation in investment decisions, focusing on extracting investment value from significant events and analyzing industry chain companies [1] - The company has established long-term partnerships with firms like HiSilicon and Zhaoyi Innovation, ranking among the top three in revenue within its niche [1] - The company plans to invest 2 billion yuan to establish an advanced packaging and testing enterprise, aiming to expand its 2.5D/3D packaging capacity [1]

半导体板块24日盘中强势拉升，光刻机、存储芯片概念等活跃。截至发稿，江丰电子20%涨停，联合化 学涨超18%，张江高科、通富微电等均涨停，盛美上海涨超9%。 中信证券指出，进入9月，海外存储大厂如闪迪、美光、三星相继对报价进行调整，其中闪迪向渠道和 消费者客户对闪存产品涨价10%+，美光阶段性暂停报价，三星对DRAM、NAND价格均有上调。从行 业角度，NAND在过去约3个季度的时间里保持相对较低的产能利用率水平，且价格涨幅低于DRAM， 叠加近期HDD需求超预期导致的紧缺，在企业级SSD的需求高增下NAND涨幅有望超预期。建议重视企 业级SSD需求景气度，重点关注企业级存储进展快、涨价受益逻辑强的公司。 消息面上，盛美上海23日在投资者互动平台表示，9月8日，公司宣布推出首款KrF工艺前道涂胶显影设 备UltraLithKrF，旨在支持半导体前端制造。该系统的问世标志着盛美上海光刻产品系列的重要扩充， 具有高产能、先进温控技术以及实时工艺控制和监测功能。首台设备系统已于2025年9月交付中国头部 逻辑晶圆厂客户。 此外，由于供应紧张，三星对其DRAM和NAND闪存产品进行了大幅提价，部分产品提价幅度高至 3 ...

Market Analysis - The A-share market exhibited a V-shaped trend with a slight decline, while the bond market experienced a pullback, and precious metals continued to rise to new highs [2][4] - The technology sector remains the main focus of the market, driven by a series of policy events and the upcoming National Day holiday, which may increase profit-taking pressure [4][6] - The market showed signs of differentiation, with a significant number of stocks declining, while semiconductor equipment and banking sectors led the gains [6] Bond Market - The bond market saw an overall decline, with long-term bonds performing weaker than short-term ones, as the 30-year bond futures contract fell by 0.67% [7][11] - The market is characterized by a tight balance, with the central bank's operations indicating a net withdrawal of funds, while short-term rates remain loose [11] - The expectation for interest rate cuts has diminished, leading to greater adjustments in long-term rates, with the 10-year bond yield rising by 1.05 basis points to 1.7980% [11] Commodity Market - Precious metals, particularly gold and silver, reached new highs, with gold prices surpassing 3750 CNY per ounce, reflecting a year-to-date increase of over 40% [8][12] - The industrial commodities market is experiencing a downturn, influenced by supply-side pressures, while precious metals are expected to maintain a strong upward trend due to global liquidity conditions [10][12] - The market is witnessing a divergence where precious metals are strong while industrial commodities are weak, driven by supply and demand dynamics [12] Investment Strategy - The report suggests a shift in market style from "technology-led" to "balanced allocation," with a focus on strong logical segments within the technology sector and the value of dividend stocks [12][14] - In the commodity sector, precious metals and non-ferrous metals are expected to benefit from global liquidity, while industrial products are influenced by supply-side dynamics [12][14] - The report highlights key investment opportunities in various sectors, including precious metals, artificial intelligence, domestic chips, and consumer goods, with a focus on monitoring economic recovery and policy developments [14]

Core Viewpoint - The company, Hefei Xinhui Microelectronics Co., Ltd., is experiencing growth in its advanced packaging and semiconductor testing services, benefiting from the depreciation of the RMB and increasing demand in the OLED and storage chip sectors [2][3]. Company Overview - Hefei Xinhui Microelectronics was established on December 18, 2015, and went public on August 18, 2022. Its main business focuses on gold bumping technology and comprehensive testing services for display driver chips, with 90.25% of revenue coming from this segment [7]. - As of June 30, 2025, the company reported a revenue of 866 million yuan, a year-on-year increase of 28.58%, and a net profit of 96.04 million yuan, up 60.94% year-on-year [7]. Financial Performance - The company’s overseas revenue accounted for 54.15% of total revenue, benefiting from the depreciation of the RMB [3]. - The company has invested 89.41 million yuan in R&D, a 13.38% increase compared to the previous year [2]. Market Activity - On September 23, the company's stock rose by 3.22%, with a trading volume of 809 million yuan and a turnover rate of 6.30%, bringing the total market capitalization to 13.208 billion yuan [1]. - The average trading cost of the stock is 13.78 yuan, with a recent price approaching a resistance level of 16.27 yuan, indicating potential for upward movement if this level is surpassed [6]. Shareholder Information - As of June 30, 2025, the number of shareholders decreased by 0.64% to 20,300, with an average of 28,512 shares held per person, an increase of 0.65% [7]. - The company has distributed a total of 161 million yuan in dividends since its A-share listing [8].

| 股票名称 | 连板天数 | 所属概念 | | --- | --- | --- | | 杭电股份 | 6 | 光通信 | | 福龙马 | 4 | 机器人 | | 德明利 | 3 | 存储芯片 | | 华软科技 | 3 | 精细化工 | | 凯美特气 | 3 | 电子特气 | | 贵广网络 | 3 | 东数西算 | | *ST亚太 | 2 | 精细化工 | | 大洋电机 | 2 | 人形机器人 | | 和而泰 | 2 | 人形机器人 | | 蓝丰生化 | 2 | 农药 | | 盈趣科技 | 2 | 机器人 | | 向日葵 | 2 | 太阳能 | | 初灵信息 | 2 | 算力 | | 永鼎股份 | 2 | 光模块 | | 联美控股 | 2 | 氢能源 | | 大众公用 | 2 | 燃气 | | 浙江仙通 | 2 | 汽车零部件 | | 超讯通信 | 2 | 算力 | 一图速览今日连板股>> 9月23日，Wind数据显示，A股市场共计54只个股涨停。其中光通信概念股杭电股份6连板，存储芯片概 念股德明利3连板。一图速览今日连板股>> 连板 股 9.23 截至收盘斩获连板个股 第□财经 | ...