Group 1: Liquidity and Fund Flow - Leverage funds and newly issued public funds remain at high levels, with net inflow of leverage funds and new issuance of equity public funds continuing to be robust[10] - Southbound funds have seen a net inflow exceeding 460 billion over the past four months, averaging over 10 billion per week[10] - The total net inflow of leverage funds reached approximately 467 billion, while the total net inflow of equity public funds was 127 billion, maintaining a high percentile ranking of 88% and 95% respectively[11] Group 2: Trading Activity and Market Sentiment - Trading heat in the new energy vehicle sector increased by 16 percentage points to 57%, while the real estate sector rose by 7 percentage points to 77%[4] - The brokerage sector saw a decline of 20 percentage points to 42%, and the military industry dropped by 17 percentage points to 33%[4] - Retail investor net inflow in the A-share market reached 186.82 billion, marking a significant increase of 693.7 billion from the previous value, placing it in the 92.5 percentile over the past five years[4] Group 3: Market Trends and Investor Behavior - The Shanghai Composite Index rose from 2600 to 3400 primarily due to state-owned funds and retail investor inflows, with a notable increase in new fund issuance in recent months[5] - The recent week saw a significant increase in search interest for A-shares on Douyin, reaching a new high since April[4] - The overall sentiment in the ETF market improved, with a net inflow of 80.8 billion, reversing the previous outflow of 41.5 billion[25]

Economic Overview - Shandong Province has effectively responded to internal and external uncertainties, focusing on releasing domestic demand potential, strengthening industrial support, promoting service industry development, and stabilizing foreign trade, leading to a steady economic recovery [1] Industrial Performance - From January to August, the industrial added value of above-scale industries grew by 7.8% year-on-year, with 36 out of 41 industries experiencing growth, resulting in a growth rate of 87.8% [1] - Key industries such as railway, shipbuilding, electronics, and automotive saw significant increases in added value, with growth rates of 18.0%, 17.6%, and 16.2% respectively [1] Service Sector Growth - The revenue of above-scale service industries increased by 5.1% year-on-year from January to July, with 9 out of 10 major industry categories achieving growth [1] - Notably, the leasing and business services sector and the resident services and repair sector experienced double-digit growth rates of 15.9% and 10.1% respectively [1] Consumer Market Trends - The total retail sales of consumer goods grew by 5.7% year-on-year from January to August, maintaining the same growth rate as the previous month [2] - Fixed asset investment faced pressure, declining by 2.0% year-on-year, while manufacturing investment grew by 5.1% [2] - The province's total import and export volume reached 23,222.4 billion yuan, a year-on-year increase of 5.8%, with exports growing by 5.4% and imports by 6.4% [2] Industrial Upgrading - The added value of equipment manufacturing and high-tech manufacturing industries grew by 12.2% and 10.0% respectively, surpassing the overall industrial growth rate [3] - Production of high-end equipment such as lithium-ion batteries, industrial robots, and train sets saw substantial increases, with growth rates of 48.4%, 41.0%, and 38.3% respectively [3] Financial and Fiscal Health - The province's general public budget revenue reached 5,579.5 billion yuan, a year-on-year increase of 1.0%, while expenditures grew by 2.9% [4] - The balance of deposits in both domestic and foreign currencies increased by 9.1%, and the loan balance grew by 8.6% [4] Private Sector Dynamics - The added value of private industrial enterprises increased by 9.8% year-on-year, outpacing the overall industrial growth rate by 2.0 percentage points [4] - Retail sales of private commercial units grew by 8.4%, exceeding the overall retail sales growth rate by 1.6 percentage points [4] Employment and Price Stability - The province added 912,000 urban jobs from January to August, while the consumer price index saw a slight year-on-year decline of 0.2% [4] - Investment in the service and entertainment sectors increased significantly, with growth rates of 18.6% and 12.6% respectively [4]

对于正在全力推动中国经济产业转型升级的企业而言，"智创 未来"意味着把大模型、工业互联网、智能网联装备等新技术 变成降本增效的新工具；"向新而行"则要求主动布局未来产 业，用新产品、新场景、新模式开辟"第二增长曲线"。 作者：受尊敬企业 封图：本报资料室 在数字经济浪潮奔涌的当下，智能制造正成为中国企业高质量发展的核心引擎。我们将共同探讨一个关乎中国经济未来的关键命题——在数字经济奔涌 向前的浪潮中，智能制造如何成为高质量发展的核心引擎，托举中国经济的韧性增长与产业升级的新高度。2025年上半年，中国数字产业完成业务收 入同比增长9.3%，这不仅是数字经济发展的"加速度"，更是中国经济向"新"向"质"迈进的生动注脚。 站在这一次经济跃迁的关键转折点上，2024—2025年度受尊敬企业的主题为"智创未来，向新而行"。对于正在全力推动中国经济产业转型升级的企业 而言，"智创未来"意味着把大模型、工业互联网、智能网联装备等新技术变成降本增效的新工具；"向新而行"则要求主动布局未来产业，用新产品、新 场景、新模式开辟"第二增长曲线"。同时，我们也要向这些企业致以时代的敬意，让这些企业在中国发展的舞台上熠熠生辉。 与未 ...

（原标题：主力资金丨3股净流入均超10亿元，主力资金爆买股出炉） 7个行业获主力资金净流入。 据证券时报·数据宝统计，今日（9月22日）沪深两市主力资金净流出149.51亿元，其中创业板净流出99.42亿元，沪深300成份股净流出26亿元。 行业板块方面，申万一级行有11个行业上涨，电子行业涨幅居首，达3.71%；计算机行业涨1.7%，有色金属、机械设备、非银金融和汽车等行业 均小幅上涨。20个下跌行业中，社会服务行业跌2.04%，居首。美容护理、商贸零售、食品饮料、建筑装饰、石油石化和银行行业均跌超1%。 从资金流向来看，申万一级行业中，7个行业获主力资金净流入。电子行业净流入金额居首，达46.29亿元；银行行业净流入3.05亿元，非银金融和 煤炭行业净流入均超1.5亿元。 24个主力资金净流出的行业中，电力设备行业净流出金额居首，达31.43亿元。传媒和医药生物行业净流出均超24亿元，有色金属、国防军工和社 会服务行业净流出均超11亿元。 "果链"热门股获主力资金抢筹居首 从个股来看，92股主力资金净流入均超1亿元，其中18股净流入均超4亿元。 3股主力资金净流入均超10亿元，"果链"热门股领益智造主力资 ...

Investment Rating - The industry investment rating is "Positive (Maintain)" [5] Core Viewpoints - The smart terminal market is expected to flourish, driven by the recovery in iPhone sales and the entry of large model manufacturers like Open AI, which will accelerate innovation in smart terminal categories and forms [3][8] - The iPhone 17 series has shown strong sales performance, with a fourfold increase in trade-in sales compared to the previous year, indicating a positive outlook for the supply chain [8] - Open AI's entry into AI hardware terminals is expected to enrich the product ecosystem, benefiting existing supply chain companies like Luxshare Precision and GoerTek [8] Summary by Sections Investment Suggestions and Targets - The report recommends buying shares of several companies in the AI supply chain, including Luxshare Precision (002475), Lens Technology (300433), and GoerTek (002241) among others [3] Industry Dynamics - The report highlights the potential for rapid growth in the AI hardware terminal market, with Open AI planning to launch its first device by late 2026 or early 2027, which will include various innovative products [8] - The report notes that the iPhone 17 series has prompted Apple to increase production capacity, reflecting strong market demand and potential for supply chain growth [8] - Meta's recent launch of multiple AI & AR glasses indicates a growing market for AR technology, suggesting a shift from accessory to independent smart terminal status for wearable devices [8]

7个行业获主力资金净流入。 据证券时报·数据宝统计，今日（9月22日）沪深两市主力资金净流出149.51亿元，其中创业板净流出 99.42亿元，沪深300成份股净流出26亿元。 行业板块方面，申万一级行有11个行业上涨，电子行业涨幅居首，达3.71%；计算机行业涨1.7%，有色 金属、机械设备、非银金融和汽车等行业均小幅上涨。20个下跌行业中，社会服务行业跌2.04%，居 首。美容护理、商贸零售、食品饮料、建筑装饰、石油石化和银行行业均跌超1%。 "果链"热门股获主力资金抢筹居首 从个股来看，92股主力资金净流入均超1亿元，其中18股净流入均超4亿元。 3股主力资金净流入均超10亿元，"果链"热门股领益智造主力资金净流入17.33亿元，居首。该股今日涨 9.12%，成交额103.88亿元，换手率9.92%。早盘消费电子板块高开，立讯精密"T字板"涨停，目前市值 4420亿元，领益智造、国光电器、歌尔股份、蓝思科技、传音控股等跟涨。 英维克和山子高科均涨停，主力资金分别净流入11.32亿元、10.5亿元。 英维克在投资者互动平台表示，公司高度重视前沿技术发展，依托公司的新技术研究院在热管理等领域 已开展前瞻布局 ...

Wind数据显示，截至9月1日，今年以来主动权益类基金整体平均净值增长率超25%，该品类95%以上的产品都实现了正收益，不少基金净值更是 突破前期高点，创下历史新高。 今年8月22日，上证指数时隔10年后重新站上3800点。上一次上证指数突破3800点时，还是在遥远的2015年8月19日。 资本市场的周期更迭从未停歇。2015年6月5日，上证指数曾一度站上5100点，又在随后的剧烈波动中引发无数投资者的思考与追问。近十年过 去，市场几经牛熊，行业结构、资金偏好、投资理念都发生了深刻变化。 尤其自去年"9·24"行情以来，ETF成为市场焦点，被动投资讨论如火如荼，许多声音开始质疑主动权益基金持续创造超额收益的能力，一度发出"主 动基金经理到底能否穿越牛熊？""还有必要买主动权益基金吗？"的疑问。 今年前八个月，A股市场强势上行，公募权益类基金同步迎来业绩"大丰收"，赚钱效应显著回升，超过30只"翻倍基"现身。 为了探寻这些问题的答案，我们进行了一次深入的数据挖掘与复盘。 | | | | | 2015年高点以来净值增长Top50的绩优基金 | | | | | | --- | --- | --- | --- | - ...

电子、贵金属等行业走强 天普股份14连板 9月22日，上证指数全天窄幅震荡；深证成指、创业板指早盘窄幅震荡，午后一度回升，随后震荡回 落，尾盘再度回升；科创50指数早盘低开高走，午后震荡上扬，随后有所回落。截至收盘，上证指数报 3828.58点，涨0.22%，成交额9418亿元；深证成指报13157.97点，涨0.67%，成交额11796.9亿元；创业 板指报3107.89点，涨0.55%，成交额5474.91亿元；科创50指数报1408.64点，涨3.38%，成交额1142亿 元。沪深两市合计成交21214.9亿元，成交额较上一交易日减少2023亿元。 92股获主力资金净流入超1亿元 盘面上来看，行业板块、概念跌多涨少。其中，电子、贵金属、计算机、机械设备、证券、汽车等行业 涨幅靠前；存储芯片、苹果、AI手机、同步磁阻电机、算力、培育钻石等概念走势活跃。美容护理、 商贸零售、食品饮料、建筑装饰、石油石化、银行、教育、建筑材料等行业跌幅居前；低碳冶金、影 视、草甘膦、乳业、免税、净水、预制菜、冰雪经济等概念走势较弱。涨停个股主要集中在电子、化 工、机械设备、汽车、计算机等行业。 个股涨跌情况，截至收盘，沪深两 ...

如果您希望可以时常见面，欢迎标星收藏哦~ 熟悉电子行业的读者，一定不会对村田制作所（以下简称村田）陌生。 作为被动元件的领头羊，村田在包括MLCC在内的被动元件市场拥有很强的号召力。尤其是在 MLCC方面，其在全球MLCC的市场占比相当高，在车载市场的份额更甚。得益于这些领先优势， 在村田的这些元器件被广泛应用于移动设备、家用电器、物联网设备、汽车、医疗甚至航空航天设 备等领域。 也正是在这样领先号召力的驱动下，村田一边为包括MLCC在内的各种元件器寻找新的市场。另一 方面，公司正在推动这些器件升级，寻找新时代的机遇。 人工智能，村田大有可为 科技行业近年来的最大热点无疑是人工智能，当中光模块又成为了其中的重中之重。过去一年里中 国"易中天"（指代光模块三巨头新易盛、中际旭创和天孚通信）在资本市场的备受热捧，足以见证 光模块的火热。 正如村田所说，随着AI技术爆发式发展和云计算应用持续深化，光通信产业正迎来前所未有的发 展机遇。根据市场研究机构新近预测*显示，受AI集群建设推动，2025-2026年全球光模块市场年 增长率将达到30-35%。在这一背景下，村田凭借其深厚的技术积累和持续的创新投入，致力于为 行 ...

证券之星消息，9月22日，深证国企ESGR（470055）指数报收于1582.19点，涨0.02%，成交394.61亿 元，换手率1.48%。当日该指数成份股中，上涨的有19家，冠捷科技以10.04%的涨幅领涨，下跌的有30 家，首钢股份以8.73%的跌幅领跌。 深证国企ESGR（470055）指数十大成份股详情如下： | 证券代码 | 股票简称 | 权重 | 最新价 | 涨跌幅 | 总市值(亿元) | | 所属行业 | | --- | --- | --- | --- | --- | --- | --- | --- | | sz002415 | 海康威视 | 9.85% | 30.41 | -0.98% | | 2787.04 | 计算机 | | sz000725 | 京东方A | 9.61% | 4.14 | 0.24% | | 1548.93 | ● 电子 | | sz000858 | 五根液 | 9.32% | 122.50 | -1.27% | 4 | 4754.97 | 食品饮料 | | sz000338 | 潍柴动力 | 7.43% | 14.07 | -0.92% | | 1226.30 | 汽 ...