Market Overview - The total net outflow of large orders in the two markets reached 62.476 billion yuan, with 1,304 stocks experiencing net inflows and 3,525 stocks facing net outflows [1] - The Shanghai Composite Index closed down by 0.18% [1] Industry Performance - Only three industries saw net inflows from large orders: banking (1.039 billion yuan), construction decoration (650 million yuan), and coal (151 million yuan) [1] - The electronics industry had the highest net outflow of large orders, totaling 16.175 billion yuan, followed by the computer industry with 11.571 billion yuan [1] Company Highlights - 26 stocks had net inflows exceeding 200 million yuan, with沃尔核材 leading at 1.186 billion yuan, followed by上海建工 at 1.127 billion yuan [1][2] - Stocks with significant net outflows included江淮汽车 with a net outflow of 2.121 billion yuan,山子高科 with 1.818 billion yuan, and东方财富 with 1.793 billion yuan [1][4] Stock Performance - Stocks with net inflows over 200 million yuan saw an average increase of 6.99%, outperforming the Shanghai Composite Index [2] - Notable performers included长川科技 and沃尔核材, which closed at their daily limit [2] Detailed Stock Data - Top stocks by net inflow: - 沃尔核材: 11.86 billion yuan, 10.00% increase [2] - 上海建工: 11.27 billion yuan, 7.69% increase [2] - 长川科技: 7.70 billion yuan, 20.00% increase [2] - Top stocks by net outflow: - 江淮汽车: -2.121 billion yuan, -4.28% decrease [4] - 山子高科: -1.818 billion yuan, -0.47% decrease [4] - 东方财富: -1.793 billion yuan, -2.86% decrease [4]

Market Overview - A-shares experienced fluctuations on September 23, with the Shanghai Composite Index recovering above 3800 points, while the Shenzhen Component Index narrowed its decline [1] - The Shanghai Composite Index closed down 0.18% at 3821.83, and the Shenzhen Component Index fell 0.29% to 13119.82 [2] - The total trading volume in the Shanghai and Shenzhen markets reached 2.52 trillion yuan, an increase of 376 billion yuan compared to the previous trading day [2] Sector Performance - The banking sector showed resilience, with notable gains from Nanjing Bank (up nearly 5%), Industrial and Commercial Bank of China, and China Construction Bank (both up over 3%) [3] - The semiconductor sector led the market, with stocks like Changchuan Technology hitting the daily limit, and other companies like Demingli and Zhangjiang Hi-Tech also seeing significant gains [4] - The port and shipping sectors experienced a rebound, while tourism, Huawei-related stocks, and small metal sectors faced declines [2] Gold Market Insights - International gold prices continued to rise, reaching historical highs, with COMEX gold nearing the 3800 USD mark and London gold surpassing 3750 USD [8] - Domestic gold jewelry prices increased, with brands like Chow Tai Fook raising their prices from 1085 yuan/gram to 1098 yuan/gram [8] - Analysts from Shanghai Securities noted that the long-term logic for gold's price increase remains intact, driven by factors such as de-dollarization and potential interest rate cuts by the Federal Reserve [10] Strategic Outlook - According to China International Capital Corporation, the overall market may experience high-level fluctuations, with a focus on structural opportunities despite potential volatility due to rotation [7] - The investment strategy suggested is to "lose time in the short term but not space in the long term," indicating a preference for long-term positions in less crowded sectors [7]

半导体赛道强势爆发，多只个股尾盘异动。 A股今日（9月23日）先抑后扬，沪指尾盘重返3800点上方，创业板指翻红；港股走势疲弱，恒生指数盘中跌逾1%， 恒生科技指数一度跌超2%。 具体来看，两市股指盘中震荡下探，沪指一度跌超1%失守3800点，尾盘企稳回升，创业板指盘中亦跌超1%，尾盘翻 红。截至收盘，沪指跌0.18%报3812.83点，深证成指跌0.29%报13119.82点，创业板指涨0.21%报3114.55点，北证50指 数跌2.63%，沪深北三市合计成交25188亿元，较此前一日增加超3700亿元。 场内超4200股飘绿，旅游出行、地产、医药、券商等板块走低，云南旅游、西藏旅游、华天酒店等跌停；银行板块逆 市拉升，建设银行、工商银行、农业银行、中国银行等集体走高；半导体板块延续强势，长川科技、矽电股份、德明 利涨停续创新高；光刻机概念尾盘上扬，波长光电、张江高科等涨停；港口股崛起，南京港、宁波海运涨停；值得注 意的是，多只强势股仍受到追捧，天普股份斩获15连板；早盘跌停的首开股份午后快速拉升，一度涨超7%，尾盘震荡 回落转跌；泰慕士再度涨停，近7日斩获6板。 港股方面，云智汇科技涨超100%，两日暴 ...

水皮杂谈 一家之言 兼听则明 偏听则暗 且战且退 盘面消息 A股三大指数今日宽幅震荡，截止收盘，沪指跌0.18%，收报3821.83点；深证成指跌 0.29%，收报13119.82点；创业板指涨0.21%，收报3114.55点。 沪深两市成交额达到 24944亿，较昨日放量3729亿。 老水看盘 V 字形象征着胜利，但今 天 大盘却难给人这种感受。 明确扮演了护盘角色，四大行涨幅均在 2%-3% 之间，开盘后便一路强势拉升，银行板块全 天上涨 1.28% 。 除此之外， YYDS 的 其他核心权重股亦全员发力支撑盘面。其中，中国移动上涨 1.1% ， 中国石油上涨 0.4% ，长江电力上涨 0.7% ，中国神华上涨 0.91% 。正是得益于 " 四大金 刚 " 的强势表现，上证指数全天多数时间跌幅小于深 证 指数。 "纪联海" 今 天 表现萎靡，寒武纪下跌 3.45% ，工业富联上涨 0.52% ，海光信息下跌 2.51% ； 中芯国际下跌 0.32% 。 "易中天" 则呈现高开低走态势，但尾盘时扮演了反弹先 锋角色，从平盘附近一路上涨至收盘，涨幅约 3% 。而这一时间段恰好是三大指数触底反弹 的时刻 。 因 ...

Market Overview - The A-share market experienced fluctuations, with the Shanghai Composite Index closing at 3812.83 points, down 0.18%, while the Shenzhen Component Index fell 0.29% to 13119.82 points, and the ChiNext Index rose 0.21% to 3114.55 points [2] - The total trading volume in the Shanghai and Shenzhen markets reached 25,188 billion yuan, an increase of over 3,700 billion yuan compared to the previous day [2] Semiconductor Sector - The semiconductor sector showed strong performance, with stocks like Changchuan Technology and Xidian Co. hitting the 20% daily limit, while other companies like Demingli and Lianangwei also reached their daily limits [6][10] - Changchuan Technology's earnings forecast for the first three quarters of 2025 indicates a net profit growth of 131.39% to 145.38% year-on-year, driven by strong market demand and substantial order volumes [10] - The domestic semiconductor industry is experiencing a push for localization, with a significant gap in GPU card production capacity, estimated at around 3 million units [11] Banking Sector - The banking sector saw gains, with Nanjing Bank rising nearly 5% and Xiamen Bank up nearly 4%. Major banks like Industrial and Commercial Bank of China and China Construction Bank also reported increases of over 3% [4][5] - The average static dividend yield for A-share listed banks has risen to 4.3%, indicating a favorable return potential for investors [4] Notable Stocks - Tianpu Co. achieved a remarkable 15 consecutive trading days of limit-up, closing at 111.28 yuan per share, marking a new historical high [12] - Cloud Intelligence Technology in the Hong Kong market surged over 100%, with a two-day increase of nearly 400% [3]

0:00 9月23日，A股市场探底回升，创业板尾盘快速翻红。从板块来看，银行股逆市上涨。四大行农业银 行、工商银行、建设银行、中国银行集体上涨，南京银行涨近5%，工商银行、建设银行、厦门银行涨 超3%，苏州银行、农业银行、齐鲁银行等跟涨。 （声明：文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。） 长江证券称，银行股基本面保持稳定，债市调整对公允价值损益产生影响，但银行浮盈依然丰厚，预计 后续会释放投资收益支撑非息收入。同时下半年预计贷款利率降幅收敛，利息净收入预计保持稳定增长 推动营收保持稳定。此外，中期分红陆续启动，参考去年节奏，部分中小银行将在四季度派发中期股 息，包括大行在内的多数银行在明年初派息，四季度保险等绝对收益资金迎来加仓窗口。 ...

受经济周期与债务周期叠加影响，当前不良资产处置逻辑正发生深刻改变。数据显示，2024年，银登中 心不良资产挂牌规模约2862亿元、成交规模2258亿元，均同比增长80%以上。但对公不良平均折扣率为 18.6%，同比下降35个百分点。 在此背景下，如何化解风险、盘活存量资产、优化资源配置，成为银行等特殊资产行业多方参与人共同 思考的问题。 多方合力实现项目复工并高质量交付，不仅保障了数千户业主权益，项目后续销售也超出预期，实现了 资产价值的有效修复。 当中国经济步入"5%时代"，叠加房地产市场深度调整、地方债务化解、产业转型升级等多重压力，数 百万亿存量资产的价值重构正在悄然发生。 业内人士指出，特殊资产行业正经历深刻的结构性变革，传统清收模式面临巨大挑战。一是资产结构急 剧变化，从传统制造业、批发零售业向房地产、地方政府债务等领域快速蔓延。以房地产市场为例，预 计未来3年每年新增不良近万亿，困境资产深陷供求、政策、法律和民生等多重围堵之中，对尽调深 度、估值水平和处置能力提出了更高要求。二是"定价失衡"与"盈利收窄"导致特殊资产流转渠道不畅， 行业盈利模式面临巨大考验。更加严峻的是，传统的打包、打折、打官司处 ...

强力深V！A股尾盘的强劲走势真让人太意外了。 01 深蹲反弹 从今天A股尾盘之前的行情表现来看，市场分化是非常明显的。 一方面是AI、互联网、生物医药、算力链等多个近期显著大涨的热门赛道开始会纷纷高位回调； 另一方面是银行、保险、公用事业这些近期回调较多的传统行业板块重新得到资金回流而逆势上涨。 这种资金"高低切换"的操作在向来大涨大跌的牛市行情中经常看到，短期来看并不能意味着大行情变盘。 截至收盘，A股三大股指涨跌不一，但均在尾盘时段走出了强力深V，其中创业板从一度下跌2%转为翻红收涨0.21%。 同时让人意外的是，今天银行板块在市场一度大跌的环境下一扭近期持续阴跌走势，走出了明显上涨的态势。今天银行指数整体涨幅 1.28%，包括工商银行、建设银行在内多家银行涨幅均超过了3%。 | | 代码 名称 | 涨幅 | 现价 | | --- | --- | --- | --- | | 1 | 601009 南京银行 | +4.78% | 10.96 | | 2 | 601187 厦门银行 | +3.81% | 6.54 | | 3 | 601398 工商银行 | +3.06% | 7.40 | | 4 | 6019 ...

此次推出商业养老金代销业务，有望进一步提升养老金融服务的覆盖面，丰富养老金融供给，支持备老 群体做好养老资金储备和财富规划。 助力养老财富积累，满足养老投资多元需求 商业养老金属于国家重点推动的养老第三支柱中的创新型商业养老保险产品，将养老规划、资金管理与 保险产品相结合，以投资积累养老金为主要功能，为客户提供全生命周期的养老资金稳健管理服务。 其采用"锁定账户+持续账户"的双账户管理模式，锁定养老子账户管理长期养老储备，加速养老金积 累，持续养老子账户可在养老储备的同时满足客户资金支出需求，很好地平衡客户养老保障和支出需 要。在领取方式上，客户年满60周岁后可对锁定账户内资金设定定额分期、定期分期等养老金领取方 式，充分满足不同群体的养老资金领取需求。 自2023年1月商业养老金试点启动以来，历经两年多的发展，商业养老金试点成绩斐然，其快速增长的 背后，得益于国家政策的大力支持和商业养老金产品的自身优势，也反映出我国老龄化进程加快的背景 下，人民群众对养老金储备的迫切需求。 西安银行此次与国寿养老和太平养老开展合作，代理销售其发行的期限保本型商业养老金产品。该类产 品兼具稳健性和收益性，客户每笔交费资金持有 ...

中国经济网北京9月23日讯 浦发银行(600000.SH)今日收报12.45元，跌幅0.72%。银行板块今日涨 1.28%，浦发银行为银行板块唯一一家下跌的公司。 （责任编辑：徐自立） ...