Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index down by 0.18% and the Shenzhen Component Index down by 0.29%, while the ChiNext Index rose by 0.21% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 2.49 trillion yuan, an increase of 372.9 billion yuan compared to the previous trading day, with over 4200 stocks declining [2] Sector Performance - The port and shipping sector saw gains, while the banking, semiconductor, and precious metals sectors were active. Conversely, the tourism, Huawei Pangu, and ice and snow industry sectors experienced declines [2] - The semiconductor sector rebounded, with notable gains from companies like Demingli and Zhongwei, while the technology sector saw a return of funds, particularly in light lithography machines and storage chips [4] Notable Stocks - Luxshare Precision recorded a trading volume of 30 billion yuan, rising by 6.64% [5] - Wolong Nuclear Materials hit the daily limit, reaching a historical high, with other related stocks like Shenyu and Zhaolong Interconnect also seeing gains [6][7] - The main contract for silver futures increased by 2%, currently priced at 10,375 yuan per kilogram [8] Trading Trends - The market experienced a significant drop in the morning session, with the Shanghai Composite Index falling by 1.31% and the Shenzhen Component Index by 2% [8][9] - The banking sector showed resilience, with several banks like Nanjing Bank and Industrial and Commercial Bank of China seeing gains [13] - The energy storage sector surged, with companies like Nanjing Energy and Tereader seeing substantial increases, driven by a significant year-on-year growth forecast for domestic energy storage systems [14]

Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index closing at 3821.83 points, down by 0.18%, and a trading volume of 1,071.698 billion yuan [1] - The Shenzhen Component Index closed at 13119.82 points, down by 0.29%, with a trading volume of 1,422.684 billion yuan [1] - The ChiNext Index closed at 3114.55 points, up by 0.21%, with a trading volume of 665.817 billion yuan [1] Sector Performance - The top-performing sectors included port shipping, banking, and semiconductors, with port shipping gaining 1.43% and a total trading volume of 22,919.9 million hands [2] - The banking sector increased by 1.28%, with a total trading volume of 60,768.6 million hands [2] - The sectors that experienced the largest declines were tourism and hotels, medical services, and small metals, with tourism and hotels dropping by 5.28% [2] Detailed Sector Analysis - Port shipping sector had a net inflow of 2.79 billion yuan, with 28 stocks rising and 7 falling [2] - The banking sector saw a net inflow of 61.08 billion yuan, with 40 stocks rising and only 1 falling [2] - In contrast, the tourism and hotel sector had a net outflow of 16.76 billion yuan, with no stocks rising and 34 stocks declining [2]

Core Viewpoint - The three major stock indices showed mixed performance, with the ChiNext Index turning positive, indicating a slight recovery in certain sectors while others faced declines [1] Sector Performance - The semiconductor sector rebounded, with Changchuan Technology hitting the daily limit up, and both Demingli and Lianangwei also reaching the daily limit up [1] - The banking sector was strong, led by Nanjing Bank, with Xiamen Bank rising over 3% [1] - The port and shipping sector showed strength, with Nanjing Port and Ningbo Shipping hitting the daily limit up [1] - Conversely, the tourism and hotel sector experienced a full-day pullback, with Huatian Hotel, Tibet Tourism, and Yunnan Tourism hitting the daily limit down [1] - The CRO (Contract Research Organization) concept faced adjustments, with Zhaoyan Pharmaceutical leading the decline [1] - Huawei's supply chain underwent a full-day adjustment, with Kaipu Cloud dropping over 10% [1] Overall Market Summary - Overall, the market saw a broad decline, with over 4,200 stocks falling [1] - At the close, the Shanghai Composite Index was at 3,821.83 points, down 0.18%; the Shenzhen Component Index was at 13,119.82 points, down 0.29%; and the ChiNext Index was at 3,114.55 points, up 0.21% [1] - On the盘面, the port and shipping, banking, and newly listed technology stocks led the gains, while the tourism and hotel, Huawei supply chain, and medical services sectors faced the largest declines [1]

但反过来，也有板块在逆势"扛旗"。银行板块就挺稳，南京银行盘中直接涨超5%，农业银行、建设银行这些大家伙也在往上走，一看就是有资金在托底； 港口航运更热闹，南京港、宁波海运直接封了涨停，算是早盘里少有的"红亮点"；就连人形机器人概念也有局部机会，大洋电机已经两连板了，恒帅股份、 宏昌科技这些还悄悄创了新高。另外半导体、固态电池这些板块，早盘也试着拉了一把，可惜没能稳住，但也算给盘面留了点盼头。 咱先把盘面捋捋，不绕那些复杂的词儿。上证指数跌了1.23%，深成指和创业板指跌得稍多些，分别是1.84%和1.75%，北证50这波调整更猛，半日跌了 3.05%。成交额倒是放出来了，沪深京三市半天卖了1.7万亿出头，比昨天多了3500多亿，这放量下跌说明啥？市场里的分歧在变大，有人觉得得先撤一撤， 也有人在这波动里琢磨着找机会。 再看板块的"冷热榜"，反差还真不小。跌得狠的板块里，旅游及酒店算是重灾区，云南旅游直接跌停，华天酒店、西藏旅游这些老朋友也跟着大跌；影视院 线也没好到哪去，金逸影视都连续三天碰跌停了，中国电影、华谊兄弟也被带着往下走；还有CRO、华为概念、房地产这些，今儿早盘都没扛住。 大家好，我是帮主郑重， ...

2025.09.23 作者 | 一财阿驴 10:26 沪指跌幅扩大至近1%失守3800点，深成指跌超1%，创业板指跌0.55%，全市场近5000只个股下 跌。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | viv | 3791.49 | -37.08 | -0.97% | | 399001 | 深证成指 | W | 13023.01 | -134.97 | -1.03% | | 399006 | 创业板指 | 3 | 3090.66 | -17.23 | -0.55% | 10:13 沪深两市成交额突破1万亿元。 11:31 A股午盘｜银行股逆势走强 沪指跌1.23%，深成指跌1.84%，创业板指跌1.75%。旅游及酒店板块领跌，房地产、软件服务、医药医 疗板块跌幅居前，贵金属板块冲高回落；银行股逆势走强，港口航运板块表现活跃。 本 文字数：1366，阅读时长大约2分钟 | 板块名称 | 涨幅◆ | 涨速 | | --- | --- | --- | | 旅游及酒店 | | -5 ...

三大指数早盘集体下跌，截至午盘，上证指数跌1.23%，深成指跌1.84%，创业板指跌1.75%，北证50跌3.05%。沪深京三 市半日成交额17135亿元，较上日放量3579亿元。全市场近5000只个股下跌。 板块题材方面，银行、港口航运、保险板块涨幅居前；旅游及酒店、华为概念、房地产、CRO、互联网金融板块跌幅居 前。 盘面上，旅游及酒店板块重挫，云南旅游跌停，华天酒店、西藏旅游、凯撒旅业纷纷大跌。影视院线板块盘中走弱，金逸 影视连续三日触及跌停，中国电影、华谊兄弟跟跌。CRO概念股同样表现落后，美迪西、昭衍新药、德展健康跌幅居前。另一 方面，银行板块逆势走高，南京银行盘中涨超5%，农业银行、建设银行、厦门银行纷纷上扬。港口航运板块表现活跃，南京 港、宁波海运涨停。人形机器人概念股局部走强，大洋电机2连板，恒帅股份、宏昌科技、和而泰盘中创新高。此外，半导 体、固态电池、消费电子板块一度异动拉升。 ...

Market Overview - A-shares experienced a decline with all three major indices dropping over 1% by midday on September 23, 2023, with over 4900 stocks falling [1] - The Shanghai Composite Index closed at 3781.61 points, down 1.23%, with a trading volume of 722.4 billion yuan; the Shenzhen Component Index closed at 12916.41 points, down 1.84%, with a trading volume of 974.2 billion yuan; the ChiNext Index closed at 3053.48 points, down 1.75%, with a trading volume of 457 billion yuan [1] Sector Performance - Banking stocks collectively rose, with notable increases in Nanjing Bank, Xiamen Bank, China Construction Bank, and Agricultural Bank of China, each gaining over 3% [1] - The port and shipping sector showed resilience, with Nanjing Port and Ningbo Maritime both hitting the daily limit [1] - The semiconductor industry continued its strong performance, with stocks like Changchuan Technology and Lianang Micro reaching the daily limit, and Huasoft Technology achieving three consecutive trading limits [1] - Conversely, tourism stocks faced significant declines, with Yunnan Tourism hitting the daily limit down, and software stocks mostly fell, with Wangda Software also hitting the daily limit down [1][2] Institutional Insights - Huatai Securities recommends the e-commerce and express delivery sectors, noting that despite August being a traditional off-season, the industry is experiencing increased activity due to anti-involution trends, with expectations for continued price increases through the end of the year [3] - Everbright Securities highlights a recovery in the domestic excavator market, with significant policy support expected to sustain mid-term demand for construction machinery [3] - Galaxy Securities remains optimistic about the computing power sector, particularly in PCB, domestic computing power, IP licensing, and chip inductors, anticipating a recovery in the foldable screen market by 2026 [4] Policy Developments - The Ministry of Industry and Information Technology announced plans to explore new sectors such as humanoid robots, brain-computer interfaces, the metaverse, and quantum information during the 14th Five-Year Plan period, aiming to establish a modern industrial system [5] Telecommunications Sector - The telecommunications industry reported a cumulative revenue of 118.21 billion yuan for the first eight months of 2023, reflecting a year-on-year growth of 0.8%, with a total business volume growth of 8.8% when adjusted for last year's prices [6] Investment Trends - The KraneShares CSI China Internet ETF (KWEB) has seen inflows for six consecutive weeks, marking the longest streak since February, with a total inflow of $599 million over this period [7]

旅游及酒店板块跌幅靠前，云南旅游(002059)跌停，华天酒店(000428)、凯撒旅游(000796)跌超8%； CRO概念股全线下跌，美迪西跌超7%，成都先导、阳光诺和等跌超6%；消费电子板块回调，胜利精密 (002426)跌超9%，胜蓝股份、苏州天脉跌超7%。(格隆汇) 格隆汇9月23日｜A股三大指数早盘集体下跌，截至午盘，沪指跌1.23%报3781.61点，深成指跌1.84%， 创业板指跌1.75%，北证50跌3.05%。沪深京三市半日成交额17135亿元，较上日放量3579亿元，全市场 近5000只个股下跌。 盘面上，银行股逆势上涨，南京银行(601009)涨超4%，厦门银行、农业银行(601288)、建设银行 (601939)涨超3%：港口航运股普涨，南京港(002040)、宁波海运(600798)涨停，宁波远洋涨超7%；人形 机器人概念局部走强，大洋电机(002249)2连板，恒帅股份、宏昌科技、和而泰(002402)盘中创新高。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参 ...

本文字数：1366，阅读时长大约2分钟 作者 | 一财阿驴 11:31 A股午盘｜银行股逆势走强 沪指跌1.23%，深成指跌1.84%，创业板指跌1.75%。旅游及酒店板块领跌，房地产、软件服务、医 药医疗板块跌幅居前，贵金属板块冲高回落；银行股逆势走强，港口航运板块表现活跃。 | | 板块 名字 | 중 10분 4 | | | --- | --- | --- | --- | | | 旅游及酒店 | -5.26% | +0.07% | | | 华为盘古 | -4.83% | -0.03% | | | MLOps概念 | -4.74% | -0.05% | | | 华为欧拉 | -4.35% | +0.03% | | | 财税数字化 | -4.31% | -0.03% | | | 医疗服务 | -4.23% | +0.02% | | | DEL HELP | -4.1 0% | +0.02% | | | 华为异腊 | -4.1 0% | -0.01% | | | 华为鲲鹏 | -4.1 0% | -0.02% | | I | 软件开发 | -4.09% | -0.04% | | | 数字货币 | -4.09% ...

（责任编辑：华青剑） A股市场板块涨跌幅排行 | 序号 | 板块 | 涨跌幅(%)▼ | 总成交量(万手)▼ | 总成交额(亿元) ▼ | 净流入 (亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 银行 | 1.25 | 4284.25 | 315.69 | 55.47 | 32 | 6 | | 2 | 港口航运 | 0.58 | 1688.23 | 94.64 | 0.79 | 11 | 23 | | 3 | 保险 | 0.18 | 136.41 | 47.06 | 0.49 | 4 | 1 | | 4 | 贵金属 | -0.70 | 743.41 | 136.15 | -4.86 | 4 | 7 | | 5 | 电机 | -1.09 | 778.02 | 182.33 | -6.55 | 6 | 19 | | 6 | 煤炭开采加工 | -1.22 | 712.08 | 63.50 | -2.74 | 7 | 26 | | 7 | 电力 | -1.27 | 4924.92 | 239.83 | -13 ...