公司发布的半年报数据显示，上半年公司共实现营业收入1.36亿元，同比增长13.83%，实现净利 润-2692.92万元，同比下降78.96%，基本每股收益为-0.0800元。（数据宝） 菲林格尔股价再创历史新高，该股近期呈不断突破新高之势，近一个月累计有11个交易日股价刷新历史 纪录。截至09:42，该股目前上涨6.78%，股价报35.10元，成交203.95万股，成交金额6945.66万元，换 手率0.57%，该股最新A股总市值达124.78亿元，该股A股流通市值124.78亿元。 证券时报·数据宝统计显示，菲林格尔所属的轻工制造行业，目前整体跌幅为0.03%，行业内，目前股价 上涨的有95只，涨幅居前的有天振股份、双枪科技、菲林格尔等，涨幅分别为10.13%、9.58%、 6.78%。股价下跌的有55只，跌幅居前的有松炀资源、悍高集团、美之高等，跌幅分别为3.86%、 3.77%、3.72%。 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） ...

Summary of Key Points Core Viewpoint - In the past five trading days, a total of 235 companies were investigated by institutions, with notable interest in companies like HaiMuxing, JingZhiDa, and GanLi Pharmaceutical, indicating a trend of concentrated institutional research activity [1]. Institutional Research Activity - 206 companies, accounting for 87.66% of the surveyed companies, were investigated by securities firms, followed by 149 companies by fund companies and 81 companies by private equity firms [1]. - Among the companies, 41 received attention from more than 20 institutions, with HaiMuxing being the most investigated at 154 institutions, followed by JingZhiDa at 138 institutions, and both HanGao Group and GanLi Pharmaceutical at 91 institutions each [1]. Fund Flow and Stock Performance - Out of the stocks investigated by more than 20 institutions, 16 experienced net capital inflows in the past five days. Notably, DangSheng Technology saw a net inflow of 291 million yuan, the highest among them, followed by GuoRui Technology and GaoWeiDa with net inflows of 231 million yuan and 176 million yuan, respectively [1]. - In terms of stock performance, 24 stocks among those investigated rose, with the highest increases seen in DeMingLi (38.41%), HanGao Group (27.30%), and JingZhiDa (26.75%). Conversely, 16 stocks declined, with the largest drops in XingHui Entertainment (13.12%), SanXia Tourism (10.53%), and JinTian Shares (9.89%) [2]. Detailed Company Insights - HaiMuxing (688559): Investigated once by 154 institutions, latest closing price at 45.82 yuan, with a price increase of 8.45% [2]. - JingZhiDa (688627): Investigated once by 138 institutions, latest closing price at 181.00 yuan, with a price increase of 26.75% [2]. - HanGao Group (001221): Investigated once by 91 institutions, latest closing price at 70.22 yuan, with a price increase of 27.30% [2]. - GanLi Pharmaceutical (603087): Investigated once by 91 institutions, latest closing price at 79.34 yuan, with a price increase of 9.15% [2]. Additional Company Performance - Other notable companies include WoErDe (688028) with 87 institutions investigating and a price increase of 22.71%, and DingTong Technology (688668) with 77 institutions investigating but a price decrease of 6.17% [2][3].

Core Viewpoint - Five companies listed on the ChiNext board have announced their performance forecasts for the first three quarters, all indicating an increase in profits [1] Group 1: Company Performance Forecasts - Changchuan Technology (300604) expects a net profit increase of 138.39% with a latest closing price of 96.32 yuan and a year-to-date increase of 118.75% [1] - Zhongtai Co., Ltd. (300435) anticipates a net profit increase of 79.28%, with a latest closing price of 21.85 yuan and a year-to-date increase of 83.52% [1] - N United (301656) forecasts a net profit increase of 44.16% [1] - N Jianda (301584) projects a net profit increase of 35.00% [1] - Aifen Dazhi (301575) expects a net profit increase of 14.72%, with a latest closing price of 55.40 yuan and a year-to-date decrease of 25.91% [1] Group 2: Industry Insights - The companies span various industries, including electronics, public utilities, automotive, pharmaceuticals, and light manufacturing [1]

Strong Stocks - As of September 24, the Shanghai Composite Index rose by 0.83% to 3853.64 points, the Shenzhen Component Index increased by 1.8% to 13356.14 points, and the ChiNext Index climbed by 2.28% to 3185.57 points [1] - A total of 87 stocks in the A-share market hit the daily limit up, with the top three strong stocks being Hongdou Co., Ltd. (600400), Sunflower (300111), and Hanhigh Group (001221) [1] - Detailed data for the top 10 strong stocks includes metrics such as consecutive limit up days, turnover rates, trading volumes, and industry classifications [1] Strong Concept Sectors - The top three concept sectors with the highest gains are: SMIC International Concept with a gain of 5.41%, National Big Fund Holdings with a gain of 4.83%, and BC Battery with a gain of 4.3% [2] - The top 10 concept sectors show a significant percentage of rising constituent stocks, with SMIC International Concept having 95.06% of its stocks rising [2] - Other notable sectors include Storage Chips and Advanced Packaging, both showing positive performance with gains of 4.18% and 3.38% respectively [2]

Group 1 - The stock price of Feilinger has reached a new historical high, with the stock continuously breaking records in the past month, achieving 10 trading days of new highs [2] - As of 09:49, the stock is up 4.67%, priced at 32.03 yuan, with a trading volume of 2.2745 million shares and a transaction amount of 71.2721 million yuan, resulting in a turnover rate of 0.64% [2] - The latest total market capitalization of the stock in A-shares is 11.386 billion yuan, with the circulating market value also at 11.386 billion yuan [2] Group 2 - The light industry manufacturing sector, to which Feilinger belongs, has an overall increase of 0.26%, with 119 stocks rising, including Huali Technology, Meizhi Gao, and *ST Yazhen, which have increases of 6.80%, 5.93%, and 5.00% respectively [2] - Conversely, 39 stocks in the sector have declined, with the largest decreases seen in Haotaitai, Aili Home, and Yuma Technology, which have declines of 10.02%, 9.21%, and 7.63% respectively [2] Group 3 - The company reported its semi-annual results, achieving an operating income of 136 million yuan, a year-on-year increase of 13.83%, but a net profit of -26.9292 million yuan, representing a year-on-year decrease of 78.96% [2] - The basic earnings per share are reported at -0.0800 yuan [2]

Group 1 - Three companies listed on the ChiNext board have announced their performance forecasts for the first three quarters, all indicating profit increases [1] - The companies with profit growth forecasts include Changchuan Technology, Zhongtai Shares, and Aifen Da [1] - Changchuan Technology expects a net profit increase of 138.39%, with a latest closing price of 80.27 yuan and a year-to-date increase of 82.30% [1] Group 2 - Zhongtai Shares anticipates a net profit increase of 79.28%, with a latest closing price of 20.98 yuan and a year-to-date increase of 76.21% [1] - Aifen Da forecasts a net profit increase of 14.72%, with a latest closing price of 55.12 yuan and a year-to-date decrease of 26.28% [1] - The industries represented by these companies include electronics, public utilities, and light manufacturing [1]

（文章来源：证券时报网） 创业板前三季业绩预告一览 | 代码 | 简称 | 业绩预告 | 业绩预告 | 预计净利润增幅中值 | 最新收盘价 | 今年以来涨跌 | 行业 | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 日期 | 类型 | （%） | （元） | （%） | | | 300604 | 长川 科技 | 2025.09.23 | 预增 | 138.39 | 66.89 | 51.91 | 电子 | | 300435 | 中泰 股份 | 2025.08.27 | 预增 | 79.28 | 20.02 | 68.15 | 公用事 业 | | | 艾芬 | | | | | | 轻工制 | | 301575 | 达 | 2025.09.05 | 预增 | 14.72 | 56.24 | -24.78 | 造 | 证券时报·数据宝统计显示，3家创业板公司公布了前三季业绩预告。业绩预告类型来看，业绩预增的有 3家。 ...

公司发布的半年报数据显示，上半年公司共实现营业收入1.06亿元，同比增长3.34%，实现净利 润-3309.39万元，同比下降17.82%，基本每股收益为-0.1300元。 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。 证券时报·数据宝统计显示，*ST亚振所属的轻工制造行业，目前整体跌幅为0.26%，行业内，目前股价 上涨的有56只，涨幅居前的有梦天家居、玉马科技、海顺新材等，涨幅分别为9.99%、8.09%、7.44%。 股价下跌的有98只，跌幅居前的有青山纸业、美克家居、乐歌股份等，跌幅分别为10.07%、6.17%、 3.46%。 *ST亚振股价创出历史新高，截至9:37，该股上涨4.99%，股价报31.77元，成交量187.06万股，成交金 额5934.25万元，换手率0.71%，该股最新A股总市值达83.48亿元，该股A股流通市值83.48亿元。 ...

Core Viewpoint - *ST亚振's stock price reached a historical high, increasing by 4.99% to 31.77 yuan, with a total market capitalization of 8.348 billion yuan [1] Company Summary - In the first half of the year, *ST亚振 reported operating revenue of 106 million yuan, a year-on-year increase of 3.34% [1] - The company experienced a net loss of 33.094 million yuan, representing a year-on-year decline of 17.82% [1] - Basic earnings per share were reported at -0.1300 yuan [1] Industry Summary - The light manufacturing industry, to which *ST亚振 belongs, saw an overall decline of 0.26% [1] - Within the industry, 56 stocks experienced price increases, with notable gainers including 梦天家居 (9.99%), 玉马科技 (8.09%), and 海顺新材 (7.44%) [1] - Conversely, 98 stocks faced declines, with 青山纸业 (-10.07%), 美克家居 (-6.17%), and 乐歌股份 (-3.46%) leading the losses [1]

Report Industry Investment Rating - No relevant content provided Core View of the Report - From the beginning of 2025 to September 19, the convertible bond market performed slightly worse than the equity market. The current valuation of convertible bonds is relatively high, and adjustments are ongoing. In the long - term, convertible bonds are still relatively high - quality assets, but one needs to focus on the structure [1][3] Summary by Related Catalogs Market行情 - From September 15 to 19, 2025, the CSI Convertible Bond Index decreased by 1.5% (last week it was +0.4%), and the CSI All - Share Index changed by -0.2% (last week it was +2.1%). Since the beginning of 2025, the CSI Convertible Bond Index has increased by 14.2%, and the CSI All - Share Index has increased by 21.0% [1] - By rating, high - rated bonds (AA+ and above), medium - rated bonds (AA), and low - rated bonds (AA - and below) decreased by 1.68%, 1.06%, and 1.22% respectively this week, with high - rated bonds having the largest decline [1] - By convertible bond size, large - scale convertible bonds (bond balance > 5 billion yuan), medium - scale convertible bonds (balance between 500 million and 5 billion yuan), and small - scale convertible bonds (balance < 500 million yuan) decreased by 1.98%, 1.33%, and 1.20% respectively this week, with large - scale convertible bonds having the largest decline [1] - By conversion parity, ultra - high - parity bonds (conversion value > 130 yuan), high - parity bonds (conversion value between 110 and 130 yuan), medium - parity bonds (conversion value between 90 and 110 yuan), low - parity bonds (conversion value between 70 and 90 yuan), and ultra - low - parity bonds (conversion value < 70 yuan) decreased by 0.20%, 2.03%, 1.36%, 1.54%, and 1.57% respectively this week, with ultra - high - parity bonds having the smallest decline [2] Current Convertible Bond Valuation Levels - As of September 19, 2025, there were 432 outstanding convertible bonds (437 at the end of last week), with a balance of 599.191 billion yuan (607.826 billion yuan at the end of last week) [2] - The average convertible bond price was 130.41 yuan (132.0 yuan last week), with a percentile of 98.3% - The average convertible bond parity was 105.51 yuan (105.10 yuan last week), with a percentile of 95.5% - The average conversion premium rate of convertible bonds was 25.2% (26.0% last week), with a percentile of 47.0%. The conversion premium rate of medium - parity convertible bonds (conversion value between 90 and 110 yuan) was 28.1% (28.8% last week), higher than the median of the conversion premium rate of medium - parity convertible bonds since 2018 (20.3%) [2] Convertible Bond Performance and Allocation Direction - The CSI Convertible Bond Index is still in the adjustment phase. In the long - term, convertible bonds are relatively high - quality assets, but the current overall valuation level is high, so one needs to focus on the structure [3] Convertible Bond Gain Situation - The top 15 convertible bonds in terms of gains this week include Jingxing Convertible Bond, Hengshuai Convertible Bond, etc. Each bond has different positive stock gains and corresponding convertible bond gains [21]