探底回升后再度跳水，截止午盘三大指数集体收跌，其中沪指下跌0.18%，深成指下跌0.79%，创业板 指下跌1.17%。两市个股涨跌互现，合计成交额1.37万亿。 消息面：湘财股份拟换股吸收合并大智慧。三星本周大幅上调NAND产品价格，DRAM产品涨幅高达 30%。自10月1日起，美国将对多类进口产品实施新一轮高额关税；并对专利及品牌药品加征100%关 税。河南省委、省政府决定对河南能源集团和中国平煤神马控股集团实施战略重组。 欢迎您在评论中分享自己的看法，大家一起学习和讨论。 游戏股低开低走陷入调整，截止午盘下跌2.79%，其中吉比特跌停，AI语料、IPv6、腾讯云、英伟达概 念、屏下摄像、光通信模块等紧随其后，切跌幅均在2%上方。 风电概念股低开高走集体走强，盘中一度大涨6%，截止午盘上涨4.49%，其中吉鑫科技晋级两连板，威 力传动20cm涨停。半导体产业链局部回暖，其中赛微微电触及20cm涨停续创历史新高，紫光国微触及 涨停。汽车板块表现活跃，其中曙光股份涨停，赛力斯触及涨停。 ...

受获利回吐与节前落袋为安情绪影响，9月26日，A股缩量回调。半导体、CPO（共封装光学）、AI（人工智能）等科 技板块领跌，两市共3414只个股收跌，高位股跌幅居前。 受访人士表示，节前市场情绪偏向谨慎，属于短期技术性回调，是良性蓄势，给10月份行情埋下了伏笔。节后需紧盯 美联储议息会议与国内政策落地，若量能持续萎缩，警惕市场再下台阶。 A股缩量调整 今日A股整体回调，尾盘加速走低，沪指收跌0.65%报3828.11点，创业板指收跌2.6%报3151.53点，深证成指收跌 1.76%。科创50、北证50均跌近2%，沪深300、上证50均收跌。 交易情绪相对谨慎，日成交额降至2.17万亿元。杠杆资金方面，截至9月25日，沪深京两融余额增至2.44万亿元。 计算机、电子、传媒、通信、机械设备、医药生物等热门板块今日出现较大幅度的调整。 | 名称 | . | 涨幅% ↑ | 涨停家数 | 20日涨幅% | 跌停家数 | 成交额 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | --- | --- | | 计算机(申万) | | -3.26 | 2 | -4.31 | ...

分红方面，沪电股份A股上市后累计派现41.12亿元。近三年，累计派现22.04亿元。 资料显示，沪士电子股份有限公司位于江苏省昆山市玉山镇东龙路1号，成立日期1992年4月14日，上市 日期2010年8月18日，公司主营业务涉及印制电路板的研发、生产和销售。主营业务收入构成为：PCB 业务收入95.98%，其他(补充)4.02%。 9月26日，沪电股份盘中下跌2.02%，截至09:53，报73.20元/股，成交6.95亿元，换手率0.49%，总市值 1408.36亿元。 沪电股份所属申万行业为：电子-元件-印制电路板。所属概念板块包括：PCB概念、5G、电池管理、英 伟达概念、新基建等。 截至6月30日，沪电股份股东户数12.82万，较上期减少40.16%；人均流通股14997股，较上期增加 67.18%。2025年1月-6月，沪电股份实现营业收入84.94亿元，同比增长56.59%；归母净利润16.83亿元， 同比增长47.50%。 资金流向方面，主力资金净流出4198.96万元，特大单买入8565.74万元，占比12.33%，卖出1.09亿元， 占比15.72%；大单买入1.70亿元，占比24.44%，卖 ...

分红方面，铂科新材A股上市后累计派现1.74亿元。近三年，累计派现1.20亿元。 资料显示，深圳市铂科新材料股份有限公司位于广东省深圳市南山区西丽街道曙光社区智谷研发楼B栋 1301，成立日期2009年9月17日，上市日期2019年12月30日，公司主营业务涉及从事金属软磁粉、金属 软磁粉芯和电感元件的研发、生产和销售,为电能变换各环节电力电子设备或系统实现高效稳定、节能 环保运行提供高性能软磁材料、模块化电感以及整体解决方案。主营业务收入构成为：金属软磁粉末制 品96.69%，金属软磁粉3.07%，其他(含其他业务收入)0.25%。 铂科新材所属申万行业为：有色金属-金属新材料-磁性材料。所属概念板块包括：电感、IDC电源、专 精特新、英伟达概念、中盘等。 截至6月30日，铂科新材股东户数2.08万，较上期增加3.76%；人均流通股11075股，较上期减少3.42%。 2025年1月-6月，铂科新材实现营业收入8.61亿元，同比增长8.11%；归母净利润1.91亿元，同比增长 3.28%。 9月26日，铂科新材盘中下跌2.02%，截至09:44，报73.63元/股，成交6226.08万元，换手率0.35%， ...

人民财讯9月25日电，英伟达概念震荡走高，华勤技术涨停，浪潮信息此前涨停，英维克、晶丰明源、 胜蓝股份、万马科技等涨幅居前。 ...

Market Overview - The market experienced a slight V-shaped recovery despite overall poor performance, with storage chip concepts seeing significant gains, including stocks like Demingli and Chengbang shares reaching their daily limit [3] - The Shanghai Composite Index and Shenzhen Component Index closed down by 0.18% and 0.29% respectively, while the ChiNext Index rose by 0.21%, with over 4,200 stocks declining and more than 1,100 stocks rising [4] Technology Sector - The technology sector saw a boost from comments made by the Chairman of the China Securities Regulatory Commission, indicating that the market's technology component has risen to over 25% of the A-share market capitalization, surpassing that of banking and real estate [7] - Nvidia's announcement of a potential $100 billion investment in OpenAI also catalyzed interest in tech stocks, although many experienced a decline after an initial surge [7] - Despite the downturn, the market was lifted in the afternoon by stocks related to lithography machines, which helped the ChiNext Index recover [7] IPO Concepts - Unicorn IPO concept stocks performed strongly, with notable gains in stocks like Heertai and Unicom Holdings, which achieved consecutive daily limits [9][10] - The market is witnessing a pattern where IPO approvals lead to significant price increases in related concept stocks, followed by subsequent declines [11] ST Stocks - Creative Information, which faced a revenue inflation scandal, saw its stock hit the daily limit down after resuming trading, while ST Sicor also experienced a decline of 12.3% [15] - ST Huatuo reached a historical high, with a significant increase of 600% from its lowest point last year, and is expected to apply for delisting from ST status around November [18] Shanghai Construction - Shanghai Construction experienced volatility, with a drop of over 22% in three trading days, followed by a recovery that saw the stock rise by 7.7% [22] - The stock's performance has attracted attention on social media, with discussions around individual investors' strategies and experiences during the fluctuations [22]

9月23日，海光信息盘中下跌2.04%，截至10:24，报255.88元/股，成交56.06亿元，换手率0.93%，总市 值5947.52亿元。 海光信息所属申万行业为：电子-半导体-数字芯片设计。所属概念板块包括：中科院系、AIPC概念、并 购重组、半导体、英伟达概念等。 截至6月30日，海光信息股东户数8.00万，较上期增加10.93%；人均流通股11079股，较上期减少 9.85%。2025年1月-6月，海光信息实现营业收入54.64亿元，同比增长45.21%；归母净利润12.01亿元， 同比增长40.78%。 分红方面，海光信息A股上市后累计派现7.43亿元。 机构持仓方面，截止2025年6月30日，海光信息十大流通股东中，香港中央结算有限公司位居第一大流 通股东，持股7312.67万股，相比上期增加859.11万股。华夏上证科创板50成份ETF（588000）位居第三 大流通股东，持股5046.76万股，相比上期增加61.61万股。易方达上证科创板50ETF（588080）位居第 四大流通股东，持股3849.70万股，相比上期增加327.22万股。嘉实上证科创板芯片ETF（588200）位居 第五大 ...

Core Viewpoint - The article emphasizes the investment value of significant events, industry chain companies, and key policy interpretations, providing timely market impact references through a professional lens [1] Group 1 - The company is preparing for mass production of robot and solid-state battery sensor products and is in discussions with leading robotics firms [1] - The company is involved in the solid-state battery materials and equipment sector [1] - The humanoid robot sector is collaborating with NVIDIA to develop PEEK and other material components, securing mass production orders [1]

Group 1 - The A-share market experienced a positive trend on Tuesday, with the ChiNext index initially dropping over 1% but later recovering, indicating a mixed performance among indices [2] - The total trading volume reached 2.34 trillion yuan, an increase of 640 billion yuan compared to the previous trading day, with a net outflow of 44.9 billion yuan from domestic capital [2] - Over 3,600 stocks in the market rose, reflecting a significant improvement in market sentiment, with the robotics sector leading the gains [2] Group 2 - The market's movements were primarily driven by low-priced stocks, which triggered corresponding sectoral impulses rather than rapid rotation among sectors [3] - Notable stocks such as Shouke Co. and others in the robotics sector saw substantial gains, with over 20 stocks hitting the daily limit [2][3] - The technology sector, particularly in AI hardware, semiconductor, and computing power, is also showing a strong upward trend, indicating a dual focus of market capital [3]

Core Viewpoint - The A-share market experienced a rebound in the afternoon, with all three major indices closing higher, indicating a positive sentiment among investors [1]. Market Performance - The Shanghai Composite Index closed at 3861.87 points, with a slight increase of 0.04% and a trading volume of 989.79 billion yuan [1]. - The Shenzhen Component Index finished at 13063.97 points, rising by 0.45% with a trading volume of 1351.62 billion yuan [1]. - The ChiNext Index ended at 3087.04 points, up by 0.68% and a trading volume of 638.22 billion yuan [1]. Sector Performance - Sectors such as insurance, banking, agriculture, and electricity saw declines, indicating potential weaknesses in these areas [1]. - Conversely, sectors including logistics, automotive, textiles and apparel, real estate, and home appliances showed gains, reflecting stronger performance and investor interest [1]. - Emerging themes such as humanoid robots, PEEK materials, and Nvidia-related concepts were notably active, suggesting innovation-driven investment opportunities [1].