截至9月22日，北交所融资融券余额合计78.10亿元，较前一交易日增加4801.07万元，其中，融资余额 78.09亿元，较前一交易日增加4808.04万元，融券余额为43.47万元，较前一交易日减少6.97万元。 证券时报·数据宝统计显示，截至9月22日，北交所股票中，融资余额居前的为贝特瑞、曙光数创、锦波 生物，最新融资余额分别为3.68亿元、3.65亿元、3.52亿元，从最新融资余额占流通市值比例看，算术 平均值为1.31%，最新融资余额占流通市值比例居前的有巨能股份、奥迪威、交大铁发等，占比分别为 3.98%、3.85%、3.83%。 北交所股票中，9月22日共有150只股获融资净买入，净买入金额在百万元以上的有43只，曙光数创融资 净买入额居首，当日净买入908.41万元，其次是锦波生物、并行科技，融资净买入金额分别为874.07万 元、798.85万元，融资净买入金额居前的还有奥迪威、远航精密、开特股份等。融资净卖出金额居前的 股票为昆工科技、利通科技、康乐卫士等，融资净卖出金额分别为965.41万元、739.59万元、676.21万 元。 分行业统计，获融资净买入超百万元的北交所股票中，机械设备 ...

| 申万期货品种策略日报——股指 | 2025/9/23 星期二 | | | | --- | --- | --- | --- | | 申银万国期货研究所 贾婷婷（从业资格号：F3056905；交易咨询号：Z0016232 ）jiatt@sywgqh.com.cn;15921620356 | | | | | 申银万国期货研究所 柴玉荣 （从业资格号：F03111639；交易咨询号：Z0018586）chaiyr@sywgqh.com.cn;18802979529 | | | | | 一、股指期货市场 | | | | | IF当月 | IF下月 IF下季 | IF隔季 | | | 前两日收盘价 | 4510.00 4487.00 4464.40 | 4440.40 | | | 前日收盘价 | 4506.40 4493.40 4484.00 | 4459.00 | | | 沪深300 | 涨跌 -3.38 -1.60 13.60 | 12.40 | | | 涨跌幅 | -0.07 -0.04 0.30 | 0.28 | | | 成交量 | 33705.00 2045.00 65934.00 | 8437.00 | ...

个股方面，9月22日有2053只个股获融资净买入，净买入金额在5000万元以上的有140股。其中，15股获 融资净买入额超2亿元。中科曙光获融资净买入额居首，净买入13.05亿元；融资净买入金额居前的还有 中际旭创、海光信息、三花智控、华工科技、美的集团、中国中免、长江电力、张江高科等股。 Wind统计显示，9月22日，申万31个一级行业中有30个行业获融资净买入，其中，电子行业获融资净买 入额居首，当日净买入28.56亿元；获融资净买入居前的行业还有计算机、通信、机械设备、家用电 器、公用事业、化工等，净买入金额均超8亿元。 ...

资料显示，成为出生于1981年，于2007年加入深天马，从基层技术岗位逐步晋升，职业生涯覆盖了技术 研发和企业管理的多个关键领域，截至目前，成为持有公司7700股股份，与公司控股股东、实际控制人 及其他董事、高级管理人员无关联关系，无违法违规或失信记录，符合董事任职资格。 据了解，深天马是一家在全球范围内提供全方位的客制化显示解决方案和快速服务支持的创新型科技企 业，该公司持续深耕中小尺寸显示领域，以手机显示、车载显示作为核心业务，IT显示作为快速增长的 关键业务，工业品、横向细分市场、非显、生态拓展等作为增值业务。 此外，经董事长成为提名，聘任王磊为公司总经理。王磊出生于1971年，拥有上海交通大学高电压技术 及设备、技术经济专业本科双学位，以及工商管理专业硕士学历，于1993年加入深天马，历任公司主任 工程师、工程总监、子公司副总经理及总经理、公司总经理助理、副总经理等职，持有公司7800股股 份，具备深厚的行业积淀与全面的管理能力。 除了深天马，中国电子、康佳集团等电子深企年内也有高管变动。今年4月，中国电子信息产业集团有 限公司官网"集团领导"栏目更新信息显示，李立功已任公司党组书记、董事长。中国电子 ...

（记者 王瀚黎） 每经AI快讯，有投资者在投资者互动平台提问：请问公司的锂电铜箔销量如何?铜箔产品是否可应用在 固态电池领域？ 隆扬电子（301389.SZ）9月23日在投资者互动平台表示，公司产品目前暂无应用于固态电池领域。 ...

Core Viewpoint - The article discusses the significant market changes and investment opportunities in the A-share market following the "924行情" (September 24 market surge), highlighting a structural bull market with substantial gains across various sectors and individual stocks [3][4]. Market Performance - A-share market experienced a historic surge, with the total market capitalization surpassing 100 trillion yuan for the first time [3][8]. - The average stock price increase across the market was 84.2%, with a median increase of 58.6%, and over 1500 stocks doubled in value [3][4]. - Notably, 170 stocks saw increases exceeding 300%, and three stocks achieved over 1000% growth, marking them as "wealth creation myths" [4][6]. Sector Analysis - The bull market has seen significant sector rotation, with the electronics sector surpassing the banking sector in total market capitalization [3][8]. - Nine major industries produced over 100 doubling stocks, with mechanical equipment (246), electronics (209), and power equipment (131) leading the way [4][6]. - High-growth sectors such as semiconductors and innovative pharmaceuticals have been particularly prominent, with 42 stocks increasing over 500% [4][6]. Market Structure Changes - The number of companies with a market capitalization exceeding 1 trillion yuan increased from 9 to 13, with notable entries from the electronics sector [8][9]. - The market capitalization of the electronic industry reached 14.2 trillion yuan, reflecting an increase of 8 trillion yuan since the start of the bull market [9][10]. - The composition of the "billion-dollar club" has shifted from traditional sectors like banking and oil to new economy sectors, including electronics and biomedicine [9][10]. Stock Characteristics - The stocks that performed exceptionally well typically had small market capitalizations (often below 5 billion yuan) and were associated with clear themes such as robotics, semiconductors, and innovative pharmaceuticals [5][6]. - The top-performing stocks were often supported by favorable policies aimed at promoting technology and innovation [5][6]. Conclusion - The A-share market has entered a new phase characterized by significant growth and structural changes, with technology and innovation leading the way in investment opportunities [3][9].

今年以来，科技股成为A股市场最强主线，TMT板块显著领涨。截至9月19日（下同），通信指数大涨 超64%，电子、传媒、计算机等指数均涨超20%，与机器人相关的机械设备、汽车等板块指数涨超 20%，与创新药相关的医药生物板块涨超20%。 科技题材更是井喷式上涨，光模块指数年内大涨超125%，电路板、PEEK材料、CRO、人形机器人等10 多个概念指数涨逾50%。 一大批科技龙头公司股价频频创出历史新高。其中，电子行业龙头工业富联年内大涨超230%，市值突 破万亿元大关，为TMT板块首只。多达12只千亿市值公司年内股价翻倍，绝大多数为科技股，包括 CPO概念的新易盛、中际旭创、天孚通信等，PCB板块的胜宏科技、深南电路、东山精密，AI芯片的寒 武纪-U，游戏板块的ST华通等。 另外，新能源板块的宁德时代和阳光电源、晶圆代工板块的中芯国际、处理器板块的海光信息、工控板 块的汇川技术，创新药板块的百济神州-U、人形机器人板块的三花智控和拓普集团，年内股价均创出 历史新高。 港股市场表现同样精彩，腾讯控股站上600港元大关，年内涨幅超过50%；阿里巴巴一度站上160港元大 关，年内大涨近100%。此外，网易、携程集团、 ...

Group 1: Market Overview - The overall market showed a mixed performance with the Wind All A Index rising by 0.52% to 6241.68 points, while the Shanghai Composite Index increased by 0.22% to 3828.58 points. The STAR 50 Index led the gains with a rise of 3.38% to 1408.64 points [7][10] - In terms of market segments, the electronic, computer, and non-ferrous metals sectors performed well, while retail, beauty care, and social services lagged behind [8][10] - The trading volume decreased by approximately 2069.5 billion yuan compared to the previous trading day, indicating a cautious market sentiment [7][10] Group 2: Economic Insights - The People's Bank of China maintained the Loan Prime Rate (LPR) at 3.0% for the one-year term and 3.5% for the five-year term as of September 22, 2025 [16] - The central bank restarted the 14-day reverse repurchase operations, injecting 3000 billion yuan into the market, marking the first such operation in nearly eight months [18][17] Group 3: Industry Dynamics - The Guangdong "136 Document" was released, setting the electricity price for existing projects at 0.453 yuan per kilowatt-hour [27][29] - The steel industry is projected to achieve an average annual growth target of around 4% over the next two years, focusing on stabilizing growth and preventing internal competition [26] Group 4: Company Updates - Baoli Food (603170.SH) is actively expanding new channels and has launched innovative products such as instant pasta and frozen sausages to diversify its offerings [30] - Tianjin Pharmaceutical (600535.SH) received approval for a new indication for its recombinant human urokinase injection, which is now approved for use in acute ischemic stroke treatment [33] - Zhongju High-tech (600872.SH) is enhancing its market penetration and has signed a celebrity endorsement deal to attract younger consumers [34]

证券研究报告 | 浙商早知道 报告日期：2025 年 09 月 23 日 浙商早知道 2025 年 09 月 23 日 ：王禾 执业证书编号：S1230512110001 ：021-80105901 ：wanghe@stocke.com.cn http://www.stocke.com.cn 1/3 请务必阅读正文之后的免责条款部分 大势：9 月 22 日上证指数上涨 0.22%，沪深 300 上涨 0.46%，科创 50 上涨 3.38%，中证 1000 上涨 0.69%，创业板 指上涨 0.55%，恒生指数下跌 0.76%。 行业：9 月 22 日表现最好的行业分别是电子（+3.71%)、计算机（+1.7%)、有色金属（+0.98%)、机械设备（+0.86%)、 非银金融（+0.81%)，表现最差的行业分别是社会服务（-2.04%)、美容护理（-1.36%)、商贸零售（-1.31%)、食品 饮料（-1.21%)、建筑装饰（-1.07%)。 资金：9 月 22 日全 A 总成交额为 21425 亿元，南下资金净流入 127.36 亿港元。 1 市场总览 1、大势 9 月 22 日上证指数上涨 0.22%，沪 ...

证券研究报告 2025 年 9 月 23 日 星期二 【A 股市场大势研判】 市场全天震荡拉升，三大指数均收涨 市场表现： | 指数名称 | 收盘点位 | 涨跌幅 | 涨跌 | 上证指数分时图 | | --- | --- | --- | --- | --- | | 上证指数 | 3828.58 | 0.22% | 8.49 | | | 深证成指 | 13157.97 | 0.67% | 87.11 | | | 沪深 300 | 4522.61 | 0.46% | 20.69 | | | 创业板 | 3107.89 | 0.55% | 16.88 | | | 科创 50 | 1408.64 | 3.38% | 46.00 | | | 北证 50 | 1589.19 | 0.71% | 11.19 | | 资料来源：东莞证券研究所，iFinD 数据 板块排名： | 申万一级涨幅前五 | | | 申万一级跌幅前五 | 热点板块 n | 涨幅前五 | 热点板块跌幅前五 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 电子 | 3.71% | 社会服务 | ...