Choice统计显示，9月24日，沪深两市可交易A股中，上涨个股有4222只，下跌个股有815只，平盘个股 109只。不含当日上市新股，共有87只个股涨停，14只个股跌停。从所属行业来看，涨停个股主要集中 在电子、机械设备、化工、电力设备、房地产等行业。 （文章来源：证券时报网） ...

Market Overview - The A-share market showed a positive trend today, with major indices mostly rising. The Shanghai Composite Index increased by 0.83% to close at 3853.64 points, while the Shenzhen Component rose by 1.80% to 13356.14 points. The Sci-Tech 50 surged by 3.49% to 1456.47 points, and the ChiNext Index gained 2.28% to 3185.57 points. Overall, 4457 stocks rose, 852 fell, and 120 remained unchanged, with total trading volume in the Shanghai and Shenzhen markets amounting to 23268 billion yuan, a decrease of 1675.98 billion yuan compared to the previous trading day [1][2]. Industry Performance - Among the Shenwan first-level industries, all sectors except for banking, coal, and telecommunications experienced gains today. The leading sectors in terms of growth included power equipment, electronics, media, computers, real estate, and machinery equipment [1]. - The top-performing concept sectors included semiconductor silicon wafers, semiconductor equipment, wafer industry, semiconductor materials, the SMIC industry chain, BC batteries, semiconductor selections, advanced packaging, semiconductor industry, national big fund, memory, HBM, industrial gases, lithium battery electrolytes, and TOPcon batteries [2].

机器之心发布 敏锐捕捉这一趋势的企业已启动转型，而华为 —— 以客户为中心的高科技巨头，凭借对 "好产品" 的深刻理解与自身数字化实践，成为行业转型的重要伙伴。中国 建筑科学研究院携手华为，从顶层规划、大数据平台到 "一网一云" 建设，逐步深化行业级垂直产品合作；联发集团借助华为数字化能力打造 "新青年好房子" 系 列，以 "1+2+3*N" 数智蓝图实现 "优总价、高品质、强运营、智慧化" 的模式创新。 数智化驱动，全链条实现效率与质量双飞跃 流程与组织优化仅是起点，新质生产力的核心价值，在于通过数智化技术实现 "投融建管营" 全流程的效率革命与质量升级，华为正以技术与生态之力加速这一进 程。中指研究院预测："AI 赋能将从工具辅助升级为全产业链智能决策，未来竞争焦点将转向空间与资产运营能力。" 在设计端，大模型技术重构创意与审查逻辑：华为昇腾算力与构力科技行业知识深度融合，推出 "知识驱动的审图智能体"，不仅提升审查效率，更构建起 "问题发 现 — 知识赋能" 的设计质量飞轮。 机器之心编辑部 作为人类文明的基石产业，建筑地产行业既是全球经济的核心支柱，更在时代浪潮中展现出强劲韧性：全球供应链重组催生人口 ...

Market Performance - The three major A-share indices rose today, with the Shanghai Composite Index up 0.83%, the Shenzhen Component Index up 1.8%, and the ChiNext Index up 2.28% [1] - Since the "924 market" last year, the Shanghai Composite Index has increased by over 40%, the Shenzhen Component Index by over 65%, and the ChiNext Index by over 100% [1] - The total trading volume in the Shanghai and Shenzhen markets was 23,471 billion yuan, a decrease of 1,713 billion yuan compared to the previous day [1] Sector Performance - Over 4,400 stocks in the market rose, with semiconductor, photovoltaic equipment, gaming, state-owned cloud, and real estate sectors leading the gains [1] - The semiconductor sector saw a significant surge, with many stocks hitting the daily limit, including Jiangfeng Electronics, Northern Huachuang, and Shenkong Co. [1] - The silicon material and photovoltaic energy storage sectors also rose sharply in the afternoon, with TCL Zhonghuan and Tongrun Equipment hitting the daily limit, and Sunshine Power reaching a new high during the session [1] - The real estate sector was also active, with stocks like Yucheng Development, Shanghai Lingang, and Shenzhen Zhenye A hitting the daily limit [1] - Conversely, the tourism and hotel sector underperformed, with Yunnan Tourism hitting the daily limit down, and Qujiang Cultural Tourism, Xiyu Tourism, and Guilin Tourism showing significant declines [1] - The banking sector experienced localized declines, with stocks such as Pudong Development Bank, Xiamen Bank, and Agricultural Bank of China falling [1]

Group 1 - The real estate sector continues to rise, with stocks such as Shen Zhen Yi A, Da Long Real Estate, and Shi Bei Gao Xin hitting the daily limit [1] - Other companies like Shang Hai Lin Gang, Shang Shi Development, Yu Development, Sha He Shares, and Shen Wu Yi A also experienced gains [1]

| 汽车 | | | | 山子高科 | | | --- | --- | --- | --- | --- | --- | | 银行 | -0.23 | 264.68 | -30.02 | 浦发银行 | -1.93 | | 通信 | -0.23 | 1057.34 | -19.97 | 光库科技 | -8.45 | | 煤炭 | -0.28 | 83.71 | -30.75 | 永泰能源 | -2.91 | （文章来源：证券时报网） 今日各行业表现（截至下午13:58） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 房地产 | 2.43 | 297.02 | -2.55 | 云南城投 | 10.16 | | 传媒 | 2.06 | 440.60 | -5.73 | 博纳影业 | 10.05 | | 计算机 | 2.05 | 1521.83 | -9.78 | 中威电子 | 20.00 | | 电力设备 | 1.95 | 2211.24 | 0.28 | 微导纳米 | 1 ...

| 综合 | | | | 漳州发展 | | | --- | --- | --- | --- | --- | --- | | 煤炭 | -0.83 | 49.06 | -42.84 | 永泰能源 | -4.07 | | 通信 | -0.92 | 554.23 | -38.19 | 光库科技 | -7.58 | | 建筑材料 | -1.23 | 53.45 | -42.09 | 宏和科技 | -6.44 | （文章来源：证券时报网） 证券时报·数据宝统计，截至上午10:29，今日沪指涨0.04%，A股成交量582.28亿股，成交金额9862.76亿 元，比上一个交易日减少25.96%。个股方面，3043只个股上涨，其中涨停47只，2149只个股下跌，其 中跌停8只。从申万行业来看，房地产、美容护理、传媒等涨幅最大，涨幅分别为2.36%、0.90%、 0.82%；建筑材料、通信、煤炭等跌幅最大，跌幅分别为1.23%、0.92%、0.83%。 今日各行业表现（截至上午10:29） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | ...

宏观日报 | 2025-09-24 制造业中游开工回暖 中观事件总览 生产行业： 1）国家能源局23日发布8月份全社会用电量等数据。8月份，全社会用电量10154亿千瓦时，同比增长 5.0%。7、8月份连续两个月全社会用电量超万亿千瓦时，这在全球也是首次。8月当月，工业用电量达到5909亿千 瓦时，占比近6成，全国制造业用电量同比增长5.5%，为今年以来最高，其中，钢铁、建材、有色、化工等原材料 行业用电量复苏势头明显。 服务行业： 1）上海市公安局、上海市市场监督管理局、上海市教育委员会联合发布《情况通报》：针对市民反映 的上海绿捷实业发展有限公司（下称"绿捷公司"）9月15日供应本市部分学校午餐中虾仁炒蛋存在问题，市委、市 政府高度重视，相关部门迅速介入调查。绿捷公司涉嫌瞒报食品安全相关信息，公安机关已立案侦查，并控制相 关人员。2） 9月23日4时30分左右，"伊斯坦布尔桥"轮从浙江宁波舟山港北仑港区启程，驶往英国最大集装箱港 口弗利克斯托港。这标志着全球首条中欧北极集装箱快航正式通航。该航线将连通中欧主要港口，其中宁波舟山 港与英国最大集装箱港口弗利克斯托港的直通段，单程运输时效大幅缩短至18天。 数 ...

Market Overview - The Hong Kong and Shenzhen stock exchanges continued normal trading despite the approaching super typhoon "Haikui" [8][9] - On the morning of the 24th, the A-share market opened lower but quickly rebounded, with the Shanghai Composite Index rising by 0.63% and the ChiNext Index increasing by 1.76% [2][4] - The total trading volume in the Shanghai and Shenzhen markets reached 1.41 trillion yuan, a decrease of 288.5 billion yuan compared to the previous trading day [2][4] Sector Performance - The semiconductor, real estate, and oil & gas sectors showed significant gains, with the semiconductor industry experiencing a collective surge [2][4] - Notable stocks included Jiangfeng Electronics and Zhangjiang Hi-Tech, both hitting the daily limit up, while the real estate sector also saw strong performance with stocks like Dalong Real Estate achieving three consecutive limit-ups [2][4] - Conversely, the tourism sector faced a collective decline, with Yunnan Tourism hitting the daily limit down [3] Hong Kong Market Dynamics - The Hong Kong stock market saw a slight decline before rebounding, with the Hang Seng Index up by 0.91% and the Hang Seng Technology Index rising by 2.18% [5][6] - Notable performers included SMIC, which rose by 7.02%, and Alibaba, which increased by 6.40% [5][6] - The trading volume in Hong Kong reached 150.9 billion HKD, with net inflows from southbound trading amounting to 6.58 billion HKD [6]

| 汽车 | | | | 中马传动 | | | --- | --- | --- | --- | --- | --- | | 建筑材料 | -0.50 | 76.74 | -34.15 | 宏和科技 | -5.56 | | 银行 | -0.60 | 219.94 | -30.33 | 浦发银行 | -2.17 | | 煤炭 | -0.84 | 66.22 | -35.83 | 永泰能源 | -4.07 | 注：本文系新闻报道，不构成投资建议，股市有风险，投资需谨慎。 （文章来源：证券时报网） 证券时报·数据宝统计，截至上午收盘，今日沪指涨0.63%，A股成交量808.75亿股，成交金额14202.82 亿元，比上一个交易日减少17.08%。个股方面，4032只个股上涨，其中涨停67只，1216只个股下跌， 其中跌停9只。从申万行业来看，电子、房地产、计算机等涨幅最大，涨幅分别为2.62%、2.48%、 1.99%；煤炭、银行、建筑材料等跌幅最大，跌幅分别为0.84%、0.60%、0.50%。（数据宝） 今日各行业表现（截至上午收盘） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领 ...