天眼查App显示，近日，安徽炎煌本草健康产业有限公司成立，法定代表人为贾宗艳，注册资本500万 人民币，经营范围为许可项目：婴幼儿配方食品生产；食品生产；食品经营管理；保健食品生产；食品 销售；食品添加剂生产；食品互联网销售；调味品生产；茶叶制品生产；饮料生产；现制现售饮用水； 食品用塑料包装容器工具制品生产（依法须经批准的项目，经相关部门批准后方可开展经营活动，具体 经营项目以相关部门批准文件或许可证件为准）一般项目：食品添加剂销售；食品互联网销售（仅销售 预包装食品）；保健食品（预包装）销售；婴幼儿配方乳粉及其他婴幼儿配方食品销售；日用百货销 售；销售代理；日用品销售；日用杂品销售；互联网销售（除销售需要许可的商品）（除许可业务外， 可自主依法经营法律法规非禁止或限制的项目）。 ...

目前A股科技板块市值占比超过四分之一。 今天，央行行长潘功胜在国新办新闻发布会上表示，今天新闻发布会的主题是介绍十四五时期金融 业的发展情况，主要是从中长期的视角回顾和总结"十四五"，不涉及短期政策的调整，关于"十五五"以 及下一步金融改革的内容，将在中央统一部署后做进一步沟通。 这印证了达哥昨天的观点，即本次国新办新闻发布会重在介绍发展成就，带有回顾总结的性质。 以下是本次发布会的主要内容，仅供大家参考： 人民币在跨境贸易中使用占比升至近30%，外汇市场韧性进一步增强。 共同打好"组合拳"应对外部冲击，投资者信心和市场预期明显改善。 "并购六条"发布以来已披露230单重大资产重组。 加强政策对冲、资金对冲和预期对冲，有效防范市场大幅波动和系统性风险。 上市公司发"红包"更"大方"，5年增长超8成。 保险资金投资股票和权益类基金超5.4万亿元。 当前相当一部分省份已经实现高风险中小机构动态清零。 多项房贷政策每年可为超5000万户家庭减少利息支出约3000亿元。 另外，央行行长潘功胜在回应美联储降息时表示，中国货币政策坚持以我为主、兼顾内外平衡，往 后看，我们将根据宏观经济运行情况和形势变化，综合应用多种货币 ...

2025世界制造业大会上，河南以"豫见智造 链动未来"为主题举办主宾省展，借助大会展示形象，拓展合作。 河南展馆内多项明星产品成为热门打卡地，吸引众多观众前来互动。图片均由冉衡 摄 9月20日—23日，2025世界制造业大会在安徽省合肥市举行。河南以"豫见智造链动未来"为主题举办主宾省 展，30家企业集中展示了我省先进装备、新材料、新能源汽车、电子信息、生物医药、现代食品等产业的新 技术、新产品，借助大会平台展示形象，拓展合作。 从"国人粮仓"到"大国工厂"，中原大地正以崭新的面貌屹立于中国制造业的版图之上。作为受邀主宾省，河 南展团精心筹备，遴选了一批行业领军企业参展，千余件展品科技感满满：从实现L4级自动驾驶的新能源巴 士，到驱动AI革命的超级服务器；从璀璨夺目的培育钻石，到守护生命的创新疫苗……这些颠覆传统的"新河 南造"，再次铿锵有力地宣告：一个以创新驱动为内核、以集群崛起为姿态的制造强省，正全"链"出击，竞逐 全球产业新赛道。 "河南制造"实力圈粉 世界制造业大会自2018年创办以来，已成功举办7届。本届大会以"智造世界·创造美好"为主题，举办开幕式 暨主旨演讲、重点产业链供应链供需对接、权威发布和 ...

Core Viewpoint - Beijing's cultural and tourism authorities have launched 10 industrial technology-themed travel routes to promote tourism during the upcoming National Day holiday, showcasing significant technological and cultural sites in the city [1]. Group 1: Travel Routes Overview - Route 1: Features AI digital art exhibitions and scientific experiences in Haidian District, including the Three Mountains and Five Gardens Cultural Arts Center and the Zhongguancun Science City Planning Exhibition Hall [1]. - Route 2: Offers an interactive experience with China's first artificial satellite and explores the history of railways, including the Beijing Satellite Manufacturing Factory and the Beijing Aerospace Museum [3]. - Route 3: Highlights the rapid car manufacturing process and includes visits to a robotics-themed restaurant and the Xiaomi automobile factory [5]. - Route 4: Focuses on traditional crafts like cloisonné and includes visits to the Beijing Enamel Factory and various museums [7]. - Route 5: Aims to honor scientific pioneers while exploring the central axis of Beijing [10]. - Route 6: Features a giant movie screen and a night tour along the Liangma River, including stops at the China Film Museum and creative parks [11]. - Route 7: Encourages visits to cultural and creative towns for photography opportunities [11]. - Route 8: Involves climbing the Shougang High Furnace and experiencing XR science fiction at the SOREAL Science Fiction Park [13]. - Route 9: Showcases off-road vehicle manufacturing and the tasting of local liquor, including visits to the Beijing Off-Road Vehicle Intelligent Factory [14][16]. - Route 10: Provides hands-on experiences in making local beverages and health products at various factories [17].

Core Insights - The A-share market is experiencing a consolidation phase with a slight increase in major indices, reflecting a strong wait-and-see sentiment among investors. The technology sector continues to lead gains, while the consumer sector is undergoing a collective pullback [2][6][8]. Market Performance - On September 22, 2025, the Shanghai Composite Index rose by 0.22%, the Shenzhen Component increased by 0.67%, the ChiNext Index gained 0.55%, the SSE 50 rose by 0.43%, the CSI 300 increased by 0.46%, the STAR 50 surged by 3.38%, and the CSI 1000 rose by 0.69%. The total market turnover was 2.14 trillion yuan, with 2,175 stocks rising [2][8]. Sector Performance - In the A-share market on September 22, 2025, the electronic sector led with a gain of 3.55%, followed by the computer sector at 1.76%, and comprehensive finance at 1.10%. Conversely, the social services sector fell by 1.86%, food and beverage by 1.20%, and household decoration and leisure by 1.13% [8]. Conceptual Trends - Key concepts showing strong performance include Moore Threads (+6.10%), smart speakers (+6.07%), GPUs (+5.69%), and memory chips (+4.69%). In contrast, sectors such as travel, shipping, duty-free shops, and phosphorus chemicals experienced declines [8]. Market Drivers - The A-share market's slight rise is attributed to a consolidation phase, with technology stocks leading the way. The IPO news of Moore Threads significantly boosted related stocks, while the strong sales of the iPhone 17 positively impacted the consumer electronics supply chain. Additionally, the rise in gold and silver prices has supported the precious metals sector [8]. Future Outlook - The report maintains a bullish outlook on the Chinese stock market, emphasizing the importance of "liquidity" in 2025. It suggests that the market is expected to perform well, drawing parallels to previous bull markets in 1999, 2014, and 2019 [8]. Investment Strategy - Short-term focus should be on sectors with recent revenue growth and improving gross margins, such as fiberglass, cement, paper, fine chemicals, oil services, and medical services. For technology growth, attention should be on "double innovation" and the Hang Seng Technology Index, particularly in lithium batteries, military industry, and Hong Kong internet sectors [8]. Long-term Perspective - In the technology growth sector, continued optimism is expressed for AI computing, Hong Kong innovative pharmaceuticals, and military industries. There is also a focus on sectors benefiting from the "anti-involution" trend, including metals, transportation, chemicals, lithium batteries, photovoltaics, and pig farming [8].

吃喝板块今日（9月22日）又陷回调。反映吃喝板块整体走势的食品ETF（515710）全天几乎单边下 行，场内价格跌幅一度达到1.9%，截至收盘，跌1.43%。 成份股方面，白酒、大众品均表现不佳。截至收盘，东鹏饮料、舍得酒业、酒鬼酒大跌超3%，盐津铺 子、今世缘、广州酒家跌超2%，五粮液、古井贡酒、光明乳业等多股跌超1%。 中信建投表示，国家倡导反内卷，有利于价格完成筑底，长期有利于高质量发展，提升了资本市场对未 来经济发展和消费预期。随着政策纠偏，低位白酒餐饮链有望回暖，茅台批价有望回升，当前白酒板块 处于估值低位，茅台动销有所回暖，板块底部机会值得珍视。 还有机构指出，白酒半年报利空落地，板块仍处于底部整理区间，动销和场景表现依旧疲软，但随着行 业加速去库、政策转暖渠道信心逐步修复。白酒板块逐步进入旺季，茅台官方反馈近期动销环比改善明 显，各家酒企均积极创新产品、寻求渠道改革以保住自身份额，建议重视行业底部配置机会。 一键配置吃喝板块核心资产，重点关注食品ETF（515710）。根据中证指数公司统计，食品ETF （515710）跟踪中证细分食品饮料产业主题指数，约6成仓位布局高端、次高端白酒龙头股，近4成 ...

Group 1 - The overall industry selection framework focuses on resources, new productive forces, and globalization [2] - Resource stocks are shifting from cyclical attributes to dividend attributes due to supply constraints and global geopolitical expectations [2] - The globalization of leading Chinese manufacturing companies is expected to convert market share advantages into pricing power and profit margin improvements [2] Group 2 - The Chinese stock market is expected to continue its upward trajectory, driven by the demand for assets and capital market reforms aimed at improving investor returns [3] - The recent communication between Chinese and U.S. leaders indicates a stabilization of short-term risk outlook [3] - The upcoming reforms in the capital market, including the launch of the growth tier on the Sci-Tech Innovation Board, are anticipated to accelerate market adjustments [3] Group 3 - The current market remains in a consolidation phase since September, with a positive funding environment supporting the ongoing trend [4] - The key factor for the continuation of the positive feedback from the funding side is the profitability effect [4] - Focus areas for investment include domestic computing power chains, innovative pharmaceuticals, robotics, chemicals, batteries, and leading consumer stocks [4] Group 4 - The three main drivers of the current upward trend in A-shares remain unchanged, with a focus on low penetration sectors [5] - Attention is drawn to solid-state batteries, AI computing power, humanoid robots, and commercial aerospace [5] - The market is still in a bull market phase, with expectations for further growth [5] Group 5 - There has been significant inflow of both domestic and foreign capital into the Chinese stock market, with a notable increase in passive fund inflows [6] - The reduction in positions in high-priced options indicates a cautious outlook for the Shanghai Composite Index [6] - Overall, the long-term outlook for the Shanghai Composite Index remains bullish [6] Group 6 - The market is currently experiencing a rotation among sectors, with a focus on individual stocks rather than indices [7] - Key areas of interest include humanoid robots, AI, new energy, and innovative pharmaceuticals [7] - The market is expected to continue its rotation while maintaining a high level of focus on individual stock performance [7] Group 7 - The current market conditions suggest that a bull market driven by improving corporate earnings is in the making [8] - Opportunities are identified in upstream resources, capital goods, and raw materials due to improved operating conditions [8] - Domestic demand-related sectors are also expected to present opportunities as earnings recover [8] Group 8 - The market is transitioning from a focus on existing stocks to an expansion of new opportunities driven by incremental capital [9] - The emphasis is on identifying opportunities based on industry trends and economic conditions rather than merely switching between high and low positions [9] - The market is expected to see a broadening of investment opportunities as new capital flows in [9] Group 9 - The potential for low-position stocks to experience a rebound is increasing as the market approaches the fourth quarter [10] - Historical trends indicate that stocks that performed well in the third quarter may not continue their momentum into the fourth quarter [10] - The focus is on cyclical stocks and those benefiting from global pricing resources as key areas for investment in the upcoming quarter [10] Group 10 - The recovery of free cash flow in export-advantaged manufacturing sectors is anticipated due to policy changes and global re-industrialization [11] - The valuation system for China's advantageous manufacturing sectors is expected to undergo systematic restructuring [11] - The return of global capital to China is likely to drive a bullish trend in high-end manufacturing sectors [12]

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 ...

市场表现方面，机构买入型评级个股今日平均上涨1.07%，表现强于沪指。股价上涨的有14只，涨停的 有大洋电机等。涨幅居前的有芯原股份、香农芯创、灿芯股份等，今日涨幅分别为17.34%、13.07%、 8.23%。跌幅较大的个股有上海家化、乖宝宠物、天齐锂业等，跌幅分别为2.84%、2.78%、2.53%。 行业来看，电子行业最受青睐，汉朔科技、香农芯创等5只个股上榜机构买入评级榜。汽车、食品饮料 等行业也较受机构关注，分别有4只、3只个股上榜。（数据宝） 今日获机构买入型评级个股中，共有14条评级记录中对相关个股给出了未来目标价。以公布的预测目标 价与最新收盘价进行对比显示，共有9股上涨空间超20%，高伟达上涨空间最高，9月22日东吴证券预计 公司目标价为51.50元，上涨空间达98.76%，上涨空间较高的个股还有大洋电机、日联科技等，上涨空 间分别为61.81%、61.11%。 从机构评级变动看，今日机构买入型评级记录中，有17条评级记录为机构首次关注，涉及灿芯股份、大 洋电机等17只个股。 35只个股今日获机构买入型评级，特变电工最新评级被调高，17股机构首次关注。 机构今日买入型评级记录 证券时报·数据 ...

大县金 链接您与财富 历年国庆前后A股市场表现 数据显示，近十年国庆假期前5个交易日上证指数整体上涨概率不大， 但节前最后一个交易日上涨概率达70%，节后市场整体上涨概率较高。 此外,国庆前后A股领涨行业轮动明显。 近十年国庆节前后沪指涨跌幅 据东方财富Choice数据，2015年-2024年10年间，节前5个交易日上证指数整体上涨概率不大，但节前最后一个交易日上涨概率达70%，明显较高。 | 年份 | 节前5日 | 节前1日 | 节后1日 | 节后5日 | | --- | --- | --- | --- | --- | | 2015年 | -2.03% | 0.48% | 2.97% | 6.87% | | 2016年 | -0.96% | 0.21% | 1.45% | 1.97% | | 2017年 | -0.11% | 0.28% | 0.76% | 1.24% | | 2018年 | 3.37% | 1.06% | -3.72% | -7.60% | | 2019年 | -2.41% | -0.92% | 0.29% | 3.53% | | 2020年 | -1.88% | -0.20% | 1.6 ...