【深圳商报讯】（记者 陈发清）9月25日，由深圳港集团主办的2025深圳汽车海运物流国际论坛在深圳 五洲宾馆举行。本届论坛以"港航聚力·舟车共济·圳启新程"为主题，汇聚了400余位领军企业代表、顶尖 专家学者及国际机构代表，共同探索中国汽车出海新路径，为推动中国汽车产业"走出去"注入新动能。 当前，深圳正全力建设"全球新能源汽车国际贸易枢纽中心"与"新一代世界一流汽车城"。数据显示， 2023年以来，深圳港旗下港区累计汽车吞吐量超24万辆，占深圳全港运输量近七成；2025年1—8月深圳 港汽车出口超15万辆，同比实现翻倍增长；今年开通粤港澳大湾区首趟汽车铁海联运班列，并保障比亚 迪（002594）"深圳号"首航欧洲。 论坛举办期间，深圳港集团联合深圳市新能源汽车产业办公室首发深圳汽车出海一站式平台"汽车出海e 站通"移动版。该平台集成物流、仓储、贸易服务等全流程在线协同，实现"指尖订舱+物流追踪"功能， 助力车企高效出海。同时，深圳港物流集团推出汽车出海陆路解决方案，开通湾区首趟"内陆堆场+站 内专列"铁海联运班列；中远海运特运联合小漠港推出覆盖新兴市场的海运网络，新增覆盖欧洲、中 东、澳大利亚的三大汽车滚装 ...

Economic Overview - The US GDP for Q2 was significantly revised upward to a growth rate of 3.8%, marking a two-year high, compared to the previous value of 3.3% [10] - Initial jobless claims for the week ending September 20 were reported at 218,000, the lowest since July 2025, with the previous value revised from 231,000 to 232,000 [10] Market Performance - The US dollar index rose by 0.58% to 98.45, driven by the GDP revision [2] - The 10-year US Treasury yield closed at 4.168%, while the 2-year yield was at 3.655% [2] - Gold prices fluctuated, closing up 0.35% at $1,749.05 per ounce, while silver surged 2.9% to $45.17 per ounce, reaching a new high since May 2011 [2] Oil Market - WTI crude oil prices increased by 0.56% to $65.00 per barrel, while Brent crude rose by 0.58% to $68.72 per barrel [3] Stock Market Trends - Major US stock indices experienced declines, with the Dow Jones down 0.38%, S&P 500 down 0.5%, and Nasdaq down 0.5% [3] - In Hong Kong, the Hang Seng Index fell by 0.13%, while the Hang Seng Tech Index rose by 0.89%, with notable gains in tech stocks like Xiaomi and JD.com [4] - The A-share market saw mixed results, with the Shanghai Composite Index down 0.01% and the Shenzhen Component up 0.67%, while the ChiNext Index rose by 1.58% [5] Sector Performance - The AI sector continued to perform strongly, with stocks like Inspur Information and Cambridge Technology hitting their daily limits [5] - The semiconductor industry also showed significant activity, with stocks like Zhangjiang Hi-Tech and Tongfu Microelectronics reaching new highs [5] - Conversely, the port and shipping sector faced collective declines, with Nanjing Port dropping over 9% [5]

Market Performance - The Shenzhen Component Index and the ChiNext Index both reached new short-term highs, rising by 1.14% and 2.22% respectively by midday, while the Shanghai Composite Index saw a slight increase of 0.16% due to pressure from banking, precious metals, and real estate sectors [1] - Over 3,300 stocks declined across the two markets, with a total trading volume of 1.54 trillion [1] Sector Performance - Precious metals experienced a decline, dropping by 2.43% at midday, with companies like Shandong Gold and Xiaocheng Technology seeing average declines exceeding 4% [3] - The port and shipping sector collectively fell, with Ningbo Port dropping over 8% and Nanjing Port down 7.93% [3] - Other sectors such as jewelry, real estate, banking, and automotive services also followed suit with declines [3] Emerging Trends - AI hardware and application sectors saw a collective surge, with Inspur Information hitting a historical high and Huqin Technology reaching its limit up [3] - Non-ferrous metal stocks were active, with companies like Northern Copper achieving limit up [3] - Controlled nuclear fusion concept stocks experienced fluctuations, with Hezhan Intelligent achieving two limit ups in four days and Hahuan Huaton hitting limit up [3] News Highlights - China Fusion Company plans to build a high-temperature superconducting fusion device named Circulation No. 4 in Shanghai [3] - The world's largest coal-fired carbon capture demonstration project at Huaneng Gansu Zhengning Power Plant has completed a 72-hour trial run and is officially operational [3] - In September, 156 games were approved, including 145 domestic and 11 imported titles [3] - The Ministry of Commerce and seven other departments jointly issued guidelines to promote digital consumption and create a better life in the digital age [3]

Core Viewpoint - The article highlights the strong performance of the Shenzhen Composite Index, driven by the robust growth of technology stocks, particularly in the AI sector and other emerging industries [4]. Market Performance - The Shenzhen Composite Index reached a new high, outperforming the Shanghai market, with the ChiNext Index leading the three major indices due to strong performance in technology growth stocks [4]. - The market saw a total trading volume of 2.3 trillion yuan, reflecting a 1.9% increase, indicating high overall market activity and participation enthusiasm [7]. Sector Analysis - Key sectors showing strength include CPO (light modules), liquid-cooled servers, AI applications, gaming and media, certain renewable energy stocks, and non-ferrous metals [5]. - Conversely, sectors such as precious metals, port shipping, oil and gas extraction, textiles, agriculture, home appliances, banking, liquor (baijiu), and real estate exhibited weak performance [5]. Capital Flow - There was a net outflow of funds from major players, while retail investors showed a net inflow, indicating a shift in investment strategies [8]. - Institutional investors are favoring technology and high-end manufacturing sectors driven by policy support and high economic activity, with significant capital flowing into power equipment, computer devices, and digital economy sectors [8]. Investor Sentiment - Retail investor sentiment is at 75.85%, with a notable portion of investors increasing their positions (30.74%) while others are reducing their holdings (21.34%) [9][12]. - The overall sentiment reflects a cautious optimism among retail investors, with many actively participating in the market despite the mixed performance of various sectors [9].

天津港（600717）发展(03382)公布，于2025年9月25日，天津港股份公司(公司的附属公司)与APM天津 公司订立欧亚股权转让协议，据此，天津港股份公司同意向APM天津公司收购欧亚国际公司5%股权， 代价约为人民币9540.3万元。 收购事项完成后，该集团于欧亚国际公司的权益将由70%增加至75%，而欧亚国际公司将仍作为公司的 附属公司。 公告称，收购事项有利于推进智慧港口、绿色港口建设。透过提升集团对欧亚国际公司的控制力及资源 调配能力，推动集装箱业务专业化、规模化发展，提高其生产作业效能，有利于欧亚国际公司的长期发 展，并增加集团在集装箱业务的整体竞争力，从而为集团创造更大效益;另一方面，根据欧亚国际公司 过去五年的收益及盈利数据，预计完成收购事项后可增加股东应佔溢利，为股东创造更好回报。 ...

Market Overview - As of September 25, the three major A-share indices showed mixed results, with the Shanghai Composite Index down 0.01%, the Shenzhen Component Index up 0.67%, and the ChiNext Index up 1.58% [4] - The total trading volume in the Shanghai and Shenzhen markets reached 239.18 billion yuan, an increase of 44.6 billion yuan compared to the previous day [4] Sector Performance - The gaming, copper cable high-speed connection, controllable nuclear fusion, metal copper, film and television, and wind power equipment sectors saw significant gains [3] - Conversely, the precious metals, gas, port shipping, oil and gas extraction and services, engineering machinery, and logistics sectors experienced notable declines [3] Notable Stocks - In the gaming sector, companies like Kunlun Wanwei and Huanyu Century showed strong performance, with Kunlun Wanwei rising by 2.46% and Huanyu Century by 1.08% [5] - The copper sector also performed well, with companies such as Jingyi Co. and Luoyang Molybdenum Co. achieving significant gains [8] - The controllable nuclear fusion sector was active, with stocks like Hezhan Intelligent and Shanghai Electric hitting the daily limit [8] Policy Impact - On September 24, the Ministry of Commerce and other departments released guidelines to promote digital consumption, which includes 14 tasks aimed at supporting vertical e-commerce development and expanding specialized consumption channels [8]

Market Overview - On September 25, A-share major indices showed mixed results, with the Shanghai Composite Index down 0.01% at 3853 points, while the Shenzhen Component Index rose 0.67% and the ChiNext Index increased by 1.58%, reaching a three-year high [1][2]. Gaming Sector - The gaming sector saw a significant rise, with 145 domestic online games approved in September, leading to a surge in stocks such as Kunlun Wanwei, which increased by over 7% [4][5]. - Notable performers included: - Kunlun Wanwei: +7.40% [5] - Ice Age Network: +6.92% [5] - Gigabit: +5.67% [5] Copper and Industrial Metals - The copper and industrial metals sector was active, with stocks like Naipu Mining hitting the daily limit up of 20%, and other companies such as Jingyi Co. and Luoyang Molybdenum also reaching their limits [6][7]. - The price of copper surged due to supply disruptions at Freeport's Grasberg mine, which accounts for about 3% of global copper supply [7]. Controlled Nuclear Fusion - The controlled nuclear fusion sector showed strong performance, with Ha Welding Huatong hitting the daily limit up of 20% [8][9]. - The China International Industrial Expo showcased the "China Circulation No. 4" fusion experimental device, aimed at verifying the reliability of large high-temperature superconducting magnets [9]. Wind Power Equipment - The wind power equipment sector saw significant gains, with Jixin Technology hitting the daily limit up [12][13]. - A report from Wood Mackenzie projected that global annual new wind power installations will exceed 170 GW over the next five years [13]. Precious Metals - The precious metals sector declined, with Shandong Gold leading the drop, falling over 4% [14][15]. - Gold prices retreated, with COMEX gold futures down 1.24% to $3768.5 per ounce [15]. Port and Shipping - The port and shipping sector experienced declines, with Nanjing Port and Ningbo Maritime both dropping over 6% [16][17]. Individual Stock Movements - Huadong Heavy Machinery saw a drop of 5.25%, with a market capitalization of 8.374 billion [18][19]. - Shareholders of Huadong Heavy Machinery announced plans to reduce their holdings, which may impact stock performance [22].

Market Overview - The market experienced a volatile upward trend, with the ChiNext Index rebounding and rising over 2%, reaching a new three-year high. The Shanghai Composite Index fell by 0.01%, while the Shenzhen Component Index increased by 0.67%, and the ChiNext Index rose by 1.58% [1] Sector Performance - The AI sector continued to perform strongly, with companies such as Inspur Information, Cambridge Technology, and Huagong Technology hitting their daily limit and reaching historical highs. Other notable performers included Zhongke Shuguang and Huqin Technology, which also saw significant gains [2] - The energy storage sector showed a strong upward trend, with Sunshine Power and CATL reaching historical highs [3] - The semiconductor industry chain remained active, with Zhangjiang Hi-Tech, Tongfu Microelectronics, and Kaimete Gas experiencing substantial gains and reaching historical highs [4] - Conversely, the port and shipping sector collectively declined, with Nanjing Port experiencing a drop of over 9% at one point [5] Trading Volume - The total trading volume in the Shanghai and Shenzhen markets reached 2.37 trillion yuan, an increase of 44.3 billion yuan compared to the previous trading day. Notably, Luxshare Precision had a trading volume of nearly 23 billion yuan, leading the market, followed by Zhongji Xuchuang, Xinyi Sheng, and CATL, which also had high trading volumes [6]

（责任编辑：马欣） 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 | 其他电源设备 | 2.56 | 2319.46 | 373.16 | 49.70 | 22 | 10 | | 2 | 游戏 | 2.46 | 1609.32 | 330.01 | 33.39 | 22 | 2 | | 3 | 互联网电商 | 1.54 | 474.21 | 65.40 | -3.66 | 8 | 10 | | 4 | 工业等置 | 1.31 | 4894.81 | 578.39 | 23.91 | 34 | 53 | | 5 | 影视院线 | 1.08 | 1145.10 | 112.17 | 3.40 | 13 | 6 | | 6 | 风电设备 | 0.96 | 1015.59 | 159.94 | 7.23 | 15 | 14 | | 7 | 金属新材料 | 0.58 | 686.00 | ...

今日A股市场震荡上行， 创业板指探底回升一度涨逾2%，续创3年多新高。 沪深两市成交额2.37万亿，较上一个交易日放量443亿。 盘面上 热点轮动速度加快，多只个股盘中创新高 。AI方向持续走强，浪潮信息、剑桥科技、华工科技涨停创历史新高，中科曙光、华勤技术大涨创 新高。储能板块震荡拉升， 阳光电源、宁德时代续创历史新高。 芯片产业链反复活跃，张江高科、通富微电、凯美特气盘中大涨创历史新高下跌方 面，港口航运板块集体下跌，南京港一度跌超9%。 68.00% 封板 41 触及 19 上证指数 创业板指 深证成指 -3853.30 -13445.90 -3235.76 -0.34 -0.01% +89.75 +0.67% +50.19 +1.58% 市场概况 2806 935 870 298 140 123 80 52 76 45 41 20 9 小于 大于 涨停 +8% +6% +4% +2% 0% -2% -4% -6% -8% 跌停 -8% +8% 下跌 3877家 上涨 1477家 持平 80家 涨停 52家 停牌 跌停 9家 8家 | 市场热度:25 0 | | | 两市成交额： 2.37万亿 较上一日 ...