Core Insights - The market has seen a collective rise in the three major indices, with a significant increase in the number of "doubling stocks" in 2023, reaching 430 stocks with a year-to-date increase of over 100%, up from 414 stocks previously, marking a growth of nearly 3.9% [1][6] - The proportion of doubling stocks in the A-share market has surpassed 8%, now standing at 8.02%, indicating a robust market performance [1][6] Industry Analysis - Doubling stocks are primarily concentrated in three sectors: machinery equipment, automotive, and pharmaceutical biotechnology. Other sectors with notable numbers include basic chemicals, electronics, power equipment, computers, and non-ferrous metals [2][3] - The proportion of doubling stocks within their respective sectors is as follows: non-ferrous metals (15.3%), automotive (14.7%), telecommunications (13.2%), and machinery equipment (12.0%). Currently, there are no doubling stocks in the non-bank financial, oil and petrochemical, or banking sectors [2][3] Market Capitalization Insights - As of the end of last year, the average total market capitalization of doubling stocks is 9.06 billion yuan, with a median market capitalization of 3.88 billion yuan. Notably, 77 stocks have a total market capitalization exceeding 10 billion yuan, accounting for nearly 17.9% of all doubling stocks [3] - Among the doubling stocks, four companies—Industrial Fulian, Cambrian, Zhongji Xuchuang, and Luoyang Molybdenum—have market capitalizations exceeding 100 billion yuan [3] Financing Trends - Within the doubling stocks, 33 have seen net purchases by financing clients exceeding 1 billion yuan. Notable stocks with net financing amounts over 10 billion yuan include Shenghong Technology, New Yisheng, and Cambrian [3][5] - The financing balance to market capitalization ratio for eight stocks exceeds 10%, indicating significant investor interest and confidence in these companies [3] ETF Performance - In addition to individual stocks, seven ETFs have also recorded doubling increases in their year-to-date performance, reflecting a broader market trend [10][11]

以下文章来源于创业板观察 ，作者梓隆 创业板观察 . 创业板观察致力于发布深交所创业板的市场发展、政策变化、监管导向、上市企业动态等的及时信息，提供有价值的市场资讯。 今日（9月16日），三大指数集体收涨，市场个股迎普涨格局，年内"翻倍股"的数量也持续扩容。 截至收盘数据，不计算年内新股，目前共 有430股年涨幅超100%，较昨日"翻倍股"规模（414股）增长近3.9%。 同时，其在整个A股中的占比也攀升至8.02%，突破8%大关。 | 序号 | 证券代码 | 证券名称 | 融资净买额 | 融资余额/流通 | 年内涨跌幅 | 申记得不 | | --- | --- | --- | --- | --- | --- | --- | | | | | (亿元) | 市值(%) | (%) | | | 1 | 300476.SZ | 胜宏科技 | 141.78 | ર્ટ રેટ | 727.75 | 电子 | | 2 | 300502.SZ | 新易盛 | 126.12 | 4.90 | 320.50 | 通信 | | 3 | 688256.SH | 塞式纪 | 105.80 | 2.41 | 118.86 | 电子 ...

对于抓住上述牛股的基金来说，自然是收益喜人。以舒泰神为例，在今年一季度末，尚无基金重仓该 股。但随着股价上涨，二季度末持有该股的基金数量已经达到了49只，持有市值达12.28亿元。其中， 泰信医疗服务、永赢医药健康以及景顺长城医疗产业等5只基金将该股买至第一大重仓股，还有大成医 药健康、富国新机遇等基金将该股买至第二大重仓股。 值得注意的是，年内股价实现翻倍的个股中，不少都是中小盘乃至小微盘个股。小市值公司往往只要少 量资金进场，就能实现股价大涨，这是市场运行的客观规律之一。因此，吃到年内翻倍股红利的基金， 也多为小微策略主题基金，如诺安多策略、建信灵活配置、中信保诚多策略、国金量化多因子均在近期 创下历史新高。 进入三季度，舒泰神股价继续上扬，重仓该股的基金净值也随之攀升。例如，泰信医疗服务下半年以来 已经涨近20%，永赢医药健康涨近39%。 从主题上看，翻倍牛股也多集中在医药领域和科技领域，这一点从基金业绩排名也能看出，年内涨幅领 先的基金多为医药主题基金和科技主题基金。 证券时报记者 赵梦桥 另一只大牛股胜宏科技，也为重仓的相关基金贡献不少净值涨幅。该股今年一季度就大涨超90%，因此 引来不少基金重仓。 ...