以最新收盘价计算，科创板平均股价为40.13元，其中股价超100元的有64只，股价最高的是寒武纪-U。 证券时报·数据宝统计显示，科创板股今日上涨的有195只，下跌的有390只，以收盘价为基准测算，科 创板平均股价为40.13元，其中，收盘价超过100元的有64只，股价在50元至100元之间的有143只，股价 在30元至50元的有153只。 资金流向方面，科创板百元股今日主力资金合计净流出22.51亿元，净流入资金居前的有海光信息、腾 景科技、恒玄科技等，净流入资金分别为14622.04万元、10796.37万元、10409.93万元；净流出资金居 前的有芯原股份、澜起科技、中芯国际等，净流出资金分别为89701.41万元、43556.30万元、38381.01 万元。 科创板股中，收盘价最高的是寒武纪-U，今日报收1440.00元，下跌3.23%，其次是茂莱光学、源杰科技 等，最新收盘价分别为422.58元、365.10元。 科创板百元股中，今日平均上涨0.73%，具体来看，今日上涨的有29只，涨幅居前的有开普云、纳芯 微、国盾量子等。下跌的有35只，跌幅居前的有浙海德曼、精智达、鼎通科技等。 向前追溯发现 ...

变革真实存在，却也完全可预测。 当革命性技术催生出一波又一波具备投资价值的创新企业时，企业家与投资者才能借此积累财富。无论是铁路、贝塞麦炼钢法、电力、内燃机，还是微处 理器 —— 每一项技术都如同烟花厂中的零星火花，引爆了数十年的后续创新，渗透到社会的方方面面，并将一批新的发明家与投资者推向权力、影响力 与财富的高峰。 然而，有些技术创新即便对社会产生了变革性影响，却难以催生新的财富，反而会巩固现有的格局。在微处理器问世 15 年前，另一项革命性技术 —— 集 装箱运输 —— 诞生于一个 "时机不佳" 的时代：当时的技术进步如同《爱丽丝梦境奇遇记》里的 "红皇后赛跑"（Red Queen's race），发明家与投资者即便 不停奔跑，最终也未能获得更好的结果。 任何投资 "新新事物" 的人都必须回答两个问题：第一，这项创新能创造多少价值？第二，谁能捕获这些价值？信息通信技术（ICT）革命的价值被初创企 业捕获，催生出数千名新晋富豪创始人、员工与投资者；反观集装箱运输革命，其价值被过度分散，最终只让一位创始人短暂致富，仅一位投资者略微获 利。 生成式人工智能更接近前者，还是后者？它会成为未来众多行业财富的基石， ...

Core Insights - The automotive industry experienced the highest net inflow of capital today, amounting to 3.166 billion, with a price change of 1.44% and a turnover rate of 3.72% [1] - The electronics industry faced the largest net outflow of capital, totaling 8.773 billion, with a price change of -0.04% and a turnover rate of 3.81% [2] Industry Summary - **Automotive** - Trading volume: 8.261 billion - Change in trading volume: -0.47% - Turnover rate: 3.72% - Price change: 1.44% - Net capital inflow: 3.166 billion [1] - **Electronics** - Trading volume: 10.601 billion - Change in trading volume: -13.19% - Turnover rate: 3.81% - Price change: -0.04% - Net capital outflow: -8.773 billion [2] - **Media** - Trading volume: 5.930 billion - Change in trading volume: -2.46% - Turnover rate: 4.04% - Price change: 1.94% - Net capital inflow: 0.723 billion [1] - **Agriculture, Forestry, Animal Husbandry, and Fishery** - Trading volume: 2.976 billion - Change in trading volume: 4.55% - Turnover rate: 3.12% - Price change: 1.79% - Net capital inflow: 0.436 billion [1] - **Coal** - Trading volume: 2.343 billion - Change in trading volume: 10.37% - Turnover rate: 1.79% - Price change: 1.32% - Net capital inflow: 0.334 billion [1] - **Real Estate** - Trading volume: 7.917 billion - Change in trading volume: 6.39% - Turnover rate: 3.61% - Price change: 0.49% - Net capital outflow: -2.014 billion [2] - **Banking** - Trading volume: 4.541 billion - Change in trading volume: 1.16% - Turnover rate: 0.34% - Price change: -0.90% - Net capital outflow: -3.418 billion [2] - **Telecommunications** - Trading volume: 4.114 billion - Change in trading volume: -22.56% - Turnover rate: 2.35% - Price change: -1.52% - Net capital outflow: -6.633 billion [2] - **Computer** - Trading volume: 7.596 billion - Change in trading volume: -13.89% - Turnover rate: 4.25% - Price change: -0.24% - Net capital outflow: -7.220 billion [2]

风险提示：本材料中的观点和判断仅供参考，不构成投资、法律、会计或税务的最终操作建议或实际的 投资结果。本基金管理人不保证其中的观点和判断不会发生任何调整或变更，且不就材料中的内容对最 终操作建议做出任何担保。投资有风险，入市须谨慎。基金产品由基金管理公司发行与管理，销售机构 不承担产品的投资、兑付风险管理责任。 上周国内权益市场保持强势，万得全A周涨幅为2.12%，日均成交量维持在2.5万亿元的较高水平，并创 出此轮反弹新高。美国科技巨头AI领域资本开支大幅增加，受此影响，国内TMT板块表现亮眼，电 子、传媒和计算机上周分别上涨5.98%、4.44%和4.26%。 9月8日以来，各项8月份的宏观经济数据陆续发布。泓德基金表示，综合来看，8月国内经济运行保持平 稳，物价水平边际有所改善，外需明显强于内需的态势仍在延续。泓德基金具体分析，一是从海关总署 发布的货物贸易进出口数据观察，8月份，我国货物贸易进出口总值3.87万亿元，同比增长3.5%，出 口、进口连续3个月实现双增长。前8个月，我国外贸顺差金额近7900亿美元，同比涨幅超过28%，再度 创下历史新高。这不仅体现了我国外贸结构的持续优化，更凸显出在全球经 ...

沪指9月15日下跌0.26%，申万所属行业中，今日上涨的有15个，涨幅居前的行业为电力设备、传媒， 涨幅分别为2.22%、1.94%。跌幅居前的行业为综合、通信，跌幅分别为1.80%、1.52%。计算机行业今 日下跌0.24%。 资金面上看，两市主力资金全天净流出597.54亿元，今日有4个行业主力资金净流入，汽车行业主力资 金净流入规模居首，该行业今日上涨1.44%，全天净流入资金31.66亿元，其次是传媒行业，日涨幅为 1.94%，净流入资金为7.23亿元。 主力资金净流出的行业有27个，电子行业主力资金净流出规模居首，全天净流出资金87.73亿元，其次 是有色金属行业，净流出资金为86.06亿元，净流出资金较多的还有计算机、通信、电力设备等行业。 计算机行业今日下跌0.24%，全天主力资金净流出72.20亿元，该行业所属的个股共335只，今日上涨的 有85只，涨停的有2只；下跌的有248只，跌停的有2只。以资金流向数据进行统计，该行业资金净流入 的个股有77只，其中，净流入资金超亿元的有5只，净流入资金居首的是中科曙光，今日净流入资金 3.99亿元，紧随其后的是德赛西威、荣联科技，净流入资金分别为2.8 ...

Weekly New Stock Performance - Two new stocks were listed from September 8 to September 12, with an average first-day price increase of 477.82%[2] - Both new stocks, Aifenda and Sanxie Electric, had first-day gains exceeding 100%[2] Weekly New Stock Listing Trends - The number of new stocks listed increased by 1 compared to the previous week, while the total fundraising amount decreased by 0.55 billion yuan[3] - No new stocks experienced a first-day price drop in the week prior[3] Monthly New Stock Listing Overview - From September 1 to September 15, 3 new stocks were listed, raising a total of 15.72 billion yuan, with an average first-day price increase of 409.41%[10] - The previous month (August) saw 8 new stocks listed, raising 39.34 billion yuan, with an average first-day price increase of 266.43%[10] Upcoming New Stock Subscriptions - Five new stocks are available for online subscription this week, including one on the main board and three on the ChiNext board[15] - The expected fundraising amounts for these stocks range from 5.69 billion yuan to 49.30 billion yuan[17][19] Risk Considerations - New stock performance is influenced by market sentiment; poor market conditions may negatively impact new stock listings[19] - Newly listed stocks may experience significant price volatility due to limited liquidity and lower circulating shares[19]

工业生产指数反映本地工业生产量变动的情况，即已撇除价格变动的影响。该等价格变动，是以生产者 价格指数量度，这项指数是根据在同一统计调查所搜集得的选定工业产品/服务的生产者价格数据而编 制。 2025年第二季的生产者价格与上年同季比较，制造业内所有主要行业皆录得升幅。金属、计算机、电子 及光学产品、机械及设备业的生产者价格升幅最大(+7.2%)，其次是纺织制品及成衣业(+2.1%)、纸制 品、印刷及已储录资料媒体复制业(+1.1%)，以及食品、饮品及烟草制品业(+0.7%)。 就制造业的主要行业而言，2025年第二季的生产量与上年同季比较录得升幅的行业主要有食品、饮品及 烟草制品业(+2.0%)、纸制品、印刷及已储录资料媒体复制业(+1.5%)，以及金属、计算机、电子及光学 产品、机械及设备业(+0.2%)。另一方面，录得跌幅的行业有纺织制品及成衣业(-5.7%)。 智通财经APP获悉，9月15日，根据香港特区政府统计处发表的一项统计调查的临时结果，整体制造业 的工业生产指数继在2025年第一季录得0.7%的按年升幅后，2025年第二季与上年同季比较上升0.9%。 相应的生产者价格指数继在2025年第一季录得4 ...

转自：中国质量报 本报讯 （记者徐建华）近日，北京市海淀区"质量月"启动仪式举行，此次活动以"聚智赋能 质链未 来"为主题，由海淀区市场监管局与曙光街道办事处联合主办，来自政府部门、企业的代表200余人出席 活动。 《质量强国建设纲要》与北京市实施意见明确提出"实施质量强链行动"，强调构建数字化、智能化的质 量管控模式。海淀区积极响应，聚焦"质量强链"行动，推动产业链质量协同升级。启动仪式上，联想集 团、中国石化润滑油有限公司、北京四方继保自动化股份有限公司、九号有限公司、北京中科慧灵机器 人技术有限公司、北京李龚导航科技股份有限公司、享刻智能技术（北京）有限公司7家重点产业链链 主企业联合发布《聚力质量强链 共筑首善标杆》行动倡议，承诺将切实履行链主责任，带动产业链上 下游企业协同提升质量水平，共同构建高质量产业生态。 作为北京国际科技创新中心核心区，海淀区在质量建设方面成果显著，连续8年获得北京市政府质量工 作评议考核A级评价，多项质量指标位居全市前列。北京空间飞行器总体设计部、中国核电工程有限公 司"华龙一号"研发设计创新团队、中国航天科技集团公司等6家组织获评中国质量奖（提名奖），中国 空间技术研究院 ...

Company Overview - Full Name: Beilong Precision Technology Co., Ltd [1] - Abbreviation: Beilong Precision [1] - Stock Code: 301567.SZ [1] - IPO Application Date: June 18, 2021 [1] - Listing Date: January 16, 2024 [1] - Listing Board: Shenzhen ChiNext [1] - Industry: Manufacturing of Computers, Communications, and Other Electronic Devices [1] - IPO Sponsor: Industrial Securities [1] - Lead Underwriters: Zhang Huahui, Jia Xiaobin [1] - IPO Legal Advisor: Beijing Guantao Zhongmao Law Firm [1] - IPO Audit Firm: Zhonghui Certified Public Accountants (Special General Partnership) [1] Disclosure and Evaluation - Disclosure Issues: Required to explain the reasons for IPO intermediary fees in 2018 and disclose any previous applications or guidance [1] - Regulatory Penalties: No penalties [2] - Public Supervision: No penalties [2] - Listing Cycle: 942 days, exceeding the average of 629.45 days for 2024 A-share listings [2] - Multiple Applications: Not applicable, no penalties [3] Financial Metrics - Issuance Costs: Underwriting and sponsorship fees amounted to 36.1172 million yuan, with a commission rate of 9.35%, higher than the average of 7.71% [3] - First Day Performance: Stock price increased by 192.03% on the first day of listing [4] - Three-Month Performance: Stock price increased by 77.73% compared to the issuance price [6] - Issuance Price-Earnings Ratio: 30.35 times, which is 94.17% of the industry average of 32.23 times [7] - Actual Fundraising: Expected and actual fundraising amount is 386 million yuan [8] Post-Listing Performance - Short-term Performance: In 2024, the company's revenue increased by 5.65% year-on-year, while net profit attributable to shareholders decreased by 34.75%, and non-recurring net profit decreased by 38.41% year-on-year [9] - Subscription Rate: Abandonment rate of 0.58% [10] Overall Evaluation - Total Score: 80.5 points, classified as B-level [10] - Negative Factors: Disclosure quality needs improvement, listing cycle exceeds two years, high issuance cost rate, decline in net profit in the first accounting year, and abandonment rate of 0.58% [10]

Company Overview - Full Name: Xi'an Nova Star Cloud Technology Co., Ltd [1] - Abbreviation: Nova Star Cloud [1] - Stock Code: 301589.SZ [1] - IPO Application Date: December 27, 2021 [1] - Listing Date: February 8, 2024 [1] - Listing Board: Shenzhen ChiNext [1] - Industry: Computer, Communication, and Other Electronic Equipment Manufacturing [1] - IPO Sponsor: Minsheng Securities [1] - Lead Underwriters: Wang Bing, Tong Mu [1] - IPO Legal Advisor: King & Wood Mallesons [1] - IPO Audit Firm: Dahua Certified Public Accountants [1] IPO Performance - Listing Cycle: Nova Star Cloud's listing cycle is 773 days, exceeding the average of 629.45 days for A-share companies listed in 2024 [1] - Underwriting Fees: The underwriting and sponsorship fees amount to 94.717 million yuan, with a commission rate of 5.81%, lower than the average of 7.71% [1] - First Day Performance: The stock price increased by 202.62% on the first day of listing compared to the issue price [1] - Three-Month Performance: The stock price rose by 230.22% over the first three months post-listing compared to the issue price [1] - Issuance Price-Earnings Ratio: The issuance P/E ratio is 21.93 times, which is 73.05% of the industry average of 30.02 times [1] - Fundraising: Expected fundraising was 1.21 billion yuan, while actual fundraising reached 1.629 billion yuan, resulting in an oversubscription rate of 34.70% [1] Financial Performance - Revenue Growth: In 2024, the company's operating revenue increased by 7.38% year-on-year [1] - Net Profit Decline: The net profit attributable to the parent company decreased by 2.31% year-on-year [1] - Non-recurring Net Profit: The non-recurring net profit attributable to the parent company also decreased by 2.09% year-on-year [1] Additional Metrics - Abandonment Rate: The abandonment rate is 3.20% [1] - Overall Score: Nova Star Cloud's IPO project received a total score of 86, classified as Grade B [1] - Negative Factors: The negative factors affecting the score include the need for improved information disclosure quality, a listing cycle exceeding two years, a decline in net profit in the first accounting year post-listing, and an abandonment rate of 3.20% [1]