智通财经10月24日讯，市场全天震荡反弹，沪指刷新年内新高，创业板指领涨。沪深两市成交额1.97万亿，较上一个交易日放量3303亿。从板块来看，算力 硬件方向持续爆发，CPO概念股领涨，"光模块"三巨头齐发力，中际旭创大涨超12%创历史新高，汇绿生态5天3板。存储芯片概念股全天走强，香农芯创、 普冉股份20cm涨停双双创新高。商业航天板块掀起涨停潮，航天科技等十余股涨停。下跌方面，煤炭股集体调整，安泰集团跌停。截至收盘，沪指涨 0.71%，深成指涨2.02%，创业板指涨3.57%。 板块方面 板块上，存储芯片板块涨幅居前，普冉股份、香农芯创、德明利、盈新发展、大为股份等个股涨停。 消息面上，据报道，三星电子、SK海力士等主要内存供应商将在今年第四季度向客户调整报价，DRAM和NAND闪存价格上调幅度将高达30%，以满足AI 驱动的存储芯片需求激增。此外隔夜美股存储概念股再度走强，SanDisk涨超13%，股价创历史新高。 此次两大巨头集体提价，背后是人工智能产业爆发带来的需求激增。机构研报表示，全球存储产业正经历从周期波动向技术驱动的历史性转型，涨价潮印证 行业拐点。AI爆发性需求推动存储性能与容量要求呈指数 ...

Market Overview - The market experienced strong fluctuations throughout the day, with the Shanghai Composite Index reaching a new high for the year and the ChiNext Index rising over 3% [1] - The storage chip sector saw significant gains, with multiple stocks such as Puran and Xiangnong Chip rising to their daily limits [1] - Other sectors like CPO and PCB also saw increases, with companies like Shengyi Electronics hitting their daily limits and Zhongji Xuchuang rising over 10% to a new high [1] - The commercial aerospace concept was strong, with stocks like China Satellite and Shanghai Huguang reaching their daily limits [1] - In contrast, the coal and gas sectors faced adjustments, with Baichuan Energy, Yunmei Energy, and Antai Group hitting their daily limits [1] - Overall, more than 3,000 stocks in the Shanghai and Shenzhen markets rose, with a trading volume of nearly 2 trillion, an increase of over 300 billion from the previous day [1] Storage Sector - The storage concept saw a resurgence, with stocks like Daway, Puran, Demingli, and Xiangnong Chip all hitting their daily limits [4] - Overnight, U.S. storage companies experienced significant gains, with SanDisk rising over 13% and Micron and Western Digital increasing over 4% [4] - Samsung Electronics and SK Hynix announced a price increase of up to 30% for DRAM and NAND flash memory in Q4, responding to the current market supply-demand imbalance, marking the beginning of a price increase cycle [4] - AI applications are driving demand for high-capacity storage products, with HDD and SSD suppliers actively expanding their offerings [4] - The lead time for NLHDD has extended from several weeks to over 52 weeks due to supply shortages, highlighting a growing storage gap [4][6] - Server DRAM demand is expected to grow rapidly, with CSP's DRAM procurement needs projected to increase significantly by 2026 [6] Aerospace Sector - The aerospace sector also saw a strong performance, with Aerospace Science and Technology hitting its daily limit, along with stocks like Aerospace Intelligence and China Satellite [7] - The 20th Central Committee's Fourth Plenary Session report emphasized the construction of a "strong aerospace nation," marking a significant policy direction [8] - Analysts predict that more supportive policies for the aerospace industry will emerge, focusing on national defense and space infrastructure development [10] Domestic Chip Sector - The domestic chip sector rebounded, with stocks like Yingxin Development and Dahao Technology hitting their daily limits, and Cambrian Technologies rising by 9% [11] - The Fourth Plenary Session report highlighted the need to accelerate high-level technological self-reliance and strengthen original innovation [11] - The strategic deployment from the meeting indicates a shift from "catching up" to "leading" in technology development [13] Other Notable Sectors - The AI industry chain collectively rebounded, with Zhongji Xuchuang reaching a new high and multiple stocks in the PCB sector hitting their daily limits [18] - The pharmaceutical, coal, and deep earth economy sectors experienced the largest declines [18]

Market Performance - The A-shares experienced a significant rise on October 24, with the Shanghai Composite Index reaching a new high for the year, closing up 0.71%, the Shenzhen Component Index up 2.02%, and the ChiNext Index up 3.57% [2] Sector Performance - The storage chip sector saw substantial gains, with companies like Puran and Xiangnong Chip Innovation hitting the daily limit [3] - Computing hardware stocks, including CPO and PCB, also surged, with companies like Shengyi Electronics reaching the daily limit and Zhongji Xuchuang rising over 10% to a new high [4] - The commercial aerospace concept stocks were strong, with China Satellite and Shanghai HuGong hitting the daily limit [5] - Conversely, the coal and gas sectors faced adjustments, with Baichuan Energy, Yunmei Energy, and Antai Group hitting the daily limit [6] Local Government Initiatives - There was notable activity in the Anhui state-owned assets sector, with Anhui Construction hitting the daily limit and other companies like Jianyan Design and Ankai Bus following suit. This was driven by the release of the "Overall Work Plan for Promoting the Unified Management of 'Large Assets'" by the Anhui government, which aims to enhance the management and efficiency of state-owned assets [7] ETF Performance - The Food and Beverage ETF (code: 515170) saw a decline of 1.52% over the past five days, with a PE ratio of 20.48 and a net outflow of 446.3 million [9] - The Gaming ETF (code: 159869) also declined by 1.29%, with a PE ratio of 42.12 and a net outflow of 1.451 million [9] - The Semiconductor ETF (code: 588170) decreased by 2.80%, with a net outflow of 1.9219 million [9] - The Cloud Computing 50 ETF (code: 516630) increased by 2.11%, with a high PE ratio of 119.33 and a net outflow of 217.2 million [10]

量子科技概念股达华智能2连板。一图速览今日连板股>> 10月24日，Wind数据显示，A股市场共计72只个股涨停。其中存储芯片板块盈新发展5连板、时空科技3 连板，量子科技概念股达华智能2连板。一图速览今日连板股>> | 年权权投 10.24 | | 截至收盘斩获连板个股 | | --- | --- | --- | | 股票名称 | 连板天数 | 所属概念 | | ST中迪 | 6 | 房地产 | | 盈新发展 | 5 | 房地产+存储芯片 | | 世龙实业 | 4 | 锂电池概念 | | 珠江钢琴 | 3 | 国企改革 | | *ST正平 | 3 | 基建 | | ST岭南 | 3 | 水务治理 | | 时空科技 | 3 | 存储芯片 | | *ST万方 | 3 | 走工 | | 平潭发展 | 2 | 林业 | | *ST荣控 | 2 | 房地产 | | 农心科技 | 2 | 农药制剂 | | 常铝股份 | 2 | 固态电池 | | 达华智能 | 2 | 量子科技 | | *ST苏吴 | 2 | 医药 | | 格尔软件 | 2 | 鸿蒙概念 | | 法狮龙 | 2 | 智能家居 | ( 器□财经 | ...

转自：智通财经 【10月24日连板股分析：连板股晋级率40% 大盘成长股领涨】今日共57股涨停，连板股总数10只，其 中三连板及以上个股4只，上一交易日共10只连板股，连板股晋级率40%（不含ST股、退市股）。个股 方面，华建集团3连一字跌停，高度板大有能源开盘跳水，短线炒作情绪被压制。大盘成长股表现占 优，寒武纪、中际旭创、新易盛、胜宏科技、阳光电源等涨幅居前。板块方面，科技股多点开花，存储 芯片概念走强，盈新发展（维权）5连板，时空科技3连板，普冉股份、香农芯创20CM涨停，恒烁股 份、神工股份、江波龙涨超15%；PCB板块卷土重来，生益电子竞价涨停，公司预计三季度净利同比增 长476%至519%，科翔股份20CM涨停，广合科技、方正科技、晨丰科技、江南新村等个股涨停。 ...

Market Performance - A-shares experienced a significant increase on October 24, with the Shanghai Composite Index reaching a new high for the year, closing up 0.71%, while the Shenzhen Component Index rose by 2.02% and the ChiNext Index surged by 3.57% [1] Storage Chip Sector - The storage chip sector saw substantial gains, with companies like Puran Technology and Xiangnan Chip Innovation hitting the daily limit up [2] - Notable stocks in this sector included: - Kexiang Co., Ltd. (300903) up 20.00% to 14.76 - Puran Technology (688766) up 20.00% to 142.87 - Xiangnan Chip Innovation (300475) up 20.00% to 127.57 [3] Computing Hardware Stocks - Stocks related to computing hardware, such as CPO and PCB, also experienced a rally, with companies like Shengyi Technology hitting the daily limit up and Zhongji Xuchuang rising over 10% to reach a new high [4] Commercial Aerospace Concept Stocks - Commercial aerospace concept stocks showed strong performance, with companies like China Satellite and Shanghai Huguang hitting the daily limit up [5] Declining Sectors - The coal and gas sectors faced adjustments, with companies like Baichuan Energy and Yunmei Energy hitting the daily limit down [6] Anhui State-Owned Assets - There was a notable movement in Anhui state-owned assets, with Anhui Construction reaching the daily limit up, followed by companies like Jianyan Design and Ankai Bus [7] - The Anhui provincial government issued a comprehensive management plan for state-owned assets, aiming to enhance resource allocation and establish a robust regulatory framework [12]

Market Performance - A-shares experienced a significant rise on October 24, with the Shanghai Composite Index reaching a new high for the year, closing up 0.71%, the Shenzhen Component Index up 2.02%, and the ChiNext Index up 3.57% [2] Sector Highlights - The storage chip sector saw substantial gains, with companies like Puran Technology and Xiangnan Chip Innovation hitting the daily limit [3] - CPO and PCB-related computing hardware stocks surged, with Shengyi Electronics also reaching the daily limit, and Zhongji Xuchuang rising over 10% to a new high [5] - The commercial aerospace concept stocks were strong, with China Satellite and Shanghai Huguang hitting the daily limit [7] Notable Stock Movements - Key stocks with significant price increases included: - Kexiang Technology (300903) up 20.00% to 14.76 - Puran Technology (688766) up 20.00% to 142.87 - Xiangnan Chip Innovation (300475) up 20.00% to 127.57 - Aerospace Intelligent Equipment (300465) up 19.98% to 19.76 [4][8] - Other notable gainers included Shengyi Electronics (688183) up 19.99% to 88.94 and Zhongji Xuchuang (300308) up 12.05% to 494.00 [6] Regional Developments - The Anhui state-owned assets concept saw localized movements, with Anhui Construction (600502) hitting the daily limit following the release of a new management plan for state assets in Anhui Province [10]

Market Performance - The A-share market experienced a significant rise on October 24, with the Shanghai Composite Index reaching a new high for the year, closing up 0.71%, the Shenzhen Component Index up 2.02%, and the ChiNext Index up 3.57% [2] Storage Chip Sector - The storage chip sector saw substantial gains, with companies like Purun Co. and Shannon Chip Innovation hitting the daily limit up [3] Commercial Aerospace Stocks - Commercial aerospace concept stocks performed strongly, with companies such as China Satellite and Shanghai HuGong reaching the daily limit up [6] Coal and Gas Sector Adjustments - The coal and gas sectors faced corrections, with companies like Baichuan Energy and Yunmei Energy hitting the daily limit down [8][9] Anhui State-Owned Assets - There was a notable movement in Anhui state-owned assets, with Anhui Construction hitting the daily limit up, followed by other companies like Jianyan Design and Ankai Bus [10] Policy Developments in Anhui - The Anhui provincial government issued a comprehensive management plan for state-owned assets, focusing on reform policies, data collection, resource allocation, and supervision mechanisms to enhance management efficiency [16]

Market Overview - The A-share market saw all three major indices rise, with the Shanghai Composite Index reaching a 10-year high, closing up 0.71% at 3950.31 points [1][2] - The total market turnover was 1.99 trillion yuan, an increase of 330.9 billion yuan from the previous trading day, with over 3000 stocks rising [1] Sector Performance - The storage chip and semiconductor sectors experienced significant gains, with stocks like Baiwei Storage and TuoJing Technology hitting the daily limit [4] - The commercial aerospace sector also saw strong performance, with companies like Aerospace Intelligence and China Satellite reaching their daily limits [6] - Conversely, the coal sector faced a pullback, with major companies like Antai Group and Yunmei Energy dropping over 9% [8] Notable Stocks - Baiwei Storage (688525) rose by 10.70% to 119.10 yuan, with a total market value of 55.585 billion yuan, up 92.19% year-to-date [5] - TuoJing Technology (688072) increased by 10.55% to 286.00 yuan, with a market value of 80.413 billion yuan, up 86.44% year-to-date [5] - Aerospace Universe (688523) surged by 11.88% to 24.95 yuan, with a market value of 10.152 billion yuan, up 24.75% year-to-date [7] Industry Trends - The semiconductor industry is expected to enter a "super cycle" driven by the AI boom, with Morgan Stanley predicting significant growth in the storage chip sector [4] - Apple's upcoming AI glasses and strong demand for the iPhone 17 are contributing to a bullish outlook for the consumer electronics sector [6] - The commercial aerospace industry is entering a rapid development phase, supported by recent policy announcements [6] Economic Outlook - Long-term trends suggest a potential stabilization of the A-share market, with improving profit expectations and supportive policies likely to enhance valuations [9] - Short-term perspectives indicate a continuation of a strong market trend, driven by economic growth targets and potential liquidity easing measures [10]

Core Insights - The market is experiencing a significant rally, with the Shanghai Composite Index reaching a ten-year high and trading volume approaching 2 trillion yuan, indicating strong investor sentiment [1][3] - The technology sector, particularly in storage chips and computing hardware, is driving this rally, supported by genuine demand from the digital economy and AI applications [3] Market Performance - Over 3,000 stocks have risen, with technology stocks showing particularly strong performance, including companies like Purun and Jiangbolong in storage chips, and Zhongji Xuchuang in computing hardware [3] - Conversely, sectors such as coal, real estate, and local Shenzhen stocks have declined, attributed to either the end of short-term speculative trading or lack of sustained earnings support [3] Investment Strategy - Investors are advised to focus on the technology sector while avoiding high-priced stocks; if core segments like computing and storage experience a pullback to near the 10-day moving average without fundamental issues, gradual accumulation is recommended [3] - It is crucial to steer clear of short-term speculative stocks that lack fundamental backing, as attempting to bottom-fish in these areas may lead to losses [3] Market Outlook - The current high-volume rally suggests that the main trend will likely continue, but maintaining a disciplined approach to market fluctuations is essential [3] - Continuous monitoring of the main sectors is advised, with updates to be provided as market conditions evolve [3]