9月26日，市场全天震荡调整。截至收盘，沪指跌0.65%，深成指跌1.76%，创业板指跌2.6%。 板块方面，风电、保险等板块涨幅居前，游戏、算力硬件、光刻机等板块跌幅居前。 全市场超3400只个股下跌。沪深两市成交额2.15万亿元，较上一个交易日缩量2242亿。 近期，A股股民中流传着"登"系投资划分，大体分为三种： "小登"喜欢投资当下涨幅最大的科技题材——AI、云计算、半导体、算力、机器人、电子、软件、动漫 游戏、传媒等； "中登"则关注——医药、军工、券商、汽车、新能源车、电池、光伏、黄金、有色、化工、家电、运输 等； 而"老登"资产作为这个梗的起源，主要指——白酒、地产、煤炭、电力、畜牧、石油、银行、保险、钢 铁、基建、建材等方向。 | Q 名称 | | 涨幅% | 年初至令1 | 5日涨幅% | | --- | --- | --- | --- | --- | | 1 | 高金属 | -0.11% | +82.83% | 5.17% | | 2 | 共封装光学(CPO) | -3.67% | +76.64% | -2.24% | | 3 | PET铜箔 | -2.97% | +76.40% | -2 ...

Market Overview - The Chinese stock market experienced a day of volatility with all three major indices closing lower. The Shanghai Composite Index closed at 3828.11 points, down 0.65%, with a trading volume of 927.87 billion yuan. The Shenzhen Component Index closed at 13209.00 points, down 1.76%, with a trading volume of 1219.02 billion yuan. The ChiNext Index closed at 3151.53 points, down 2.60%, with a trading volume of 567.08 billion yuan [1]. Sector Performance - Sectors that performed well included wind power equipment, chemical fibers, and agricultural chemicals, with wind power equipment leading with a gain of 3.10% and a total trading volume of 1760.17 million hands, translating to a total transaction value of 233.85 billion yuan [2][3]. - Conversely, sectors that saw declines included gaming, components, and consumer electronics, with gaming experiencing the largest drop of 3.73%, a trading volume of 1281.93 million hands, and a total transaction value of 255.75 billion yuan [2][3]. Detailed Sector Analysis - **Top Gaining Sectors:** - Wind Power Equipment: +3.10%, 1760.17 million hands, 233.85 billion yuan, net inflow of 5.70 billion yuan, 24 stocks up, 0 stocks down [3]. - Chemical Fibers: +2.38%, 1062.48 million hands, 86.64 billion yuan, net inflow of 5.58 billion yuan, 21 stocks up, 6 stocks down [3]. - Agricultural Chemicals: +1.11%, 1035.57 million hands, 113.47 billion yuan, net inflow of 3.66 billion yuan, 47 stocks up, 10 stocks down [3]. - **Top Declining Sectors:** - Gaming: -3.73%, 1281.93 million hands, 255.75 billion yuan, net outflow of 37.98 billion yuan, 1 stock up, 23 stocks down [3]. - Components: -3.31%, 1321.90 million hands, 556.17 billion yuan, net outflow of 59.84 billion yuan, 4 stocks up, 19 stocks down [3]. - Consumer Electronics: -3.17%, 3051.51 million hands, 978.07 billion yuan, net outflow of 100.08 billion yuan, 7 stocks up, 91 stocks down [3].

9月26日，华峰化学盘中上涨2.03%，截至13:23，报9.05元/股，成交1.24亿元，换手率0.28%，总市值 449.11亿元。 资金流向方面，主力资金净流出1377.96万元，特大单买入791.00万元，占比6.36%，卖出1213.21万元， 占比9.75%；大单买入2157.78万元，占比17.34%，卖出3113.53万元，占比25.02%。 华峰化学今年以来股价涨12.70%，近5个交易日涨1.34%，近20日涨12.56%，近60日涨34.67%。 资料显示，华峰化学股份有限公司位于浙江省温州市瑞安市瑞安经济开发区开发区大道1788号，成立日 期1999年12月15日，上市日期2006年8月23日，公司主营业务涉及从事氨纶纤维、聚氨酯原液、己二酸 等聚氨酯制品材料的研发、生产与销售。主营业务收入构成为：基础化工产品36.84%，化学纤维 34.73%，化工新材料22.81%，其他5.06%，物流服务0.56%。 截至6月30日，华峰化学股东户数6.51万，较上期增加12.04%；人均流通股75999股，较上期减少 10.81%。2025年1月-6月，华峰化学实现营业收入121.37亿元，同 ...

板块题材方面，风电设备、化学纤维、军工装备、农化制品、大豆板块涨幅居前；游戏、铜缆高速连接、光刻机、液冷服 务器、CPO概念股跌幅居前。盘面上，风力设备板块大幅走强，威力传动20cm涨停，日月股份、明阳智能、吉鑫科技等股涨 停。化学纤维板块集体走高，神马股份、新凤鸣、三房巷封板。军工装备板块盘中拉升，航宇科技、航亚科技、佳力奇涨幅居 前。此外，半导体、大豆、农化制品等板块均有所异动。另一方面，游戏板块集体调整，吉比特盘中跌停，昆仑万维、星辉娱 乐、三七互娱跟跌。光刻机概念股同样回调，凯美特气跌停，洪田股份、波长光电、蓝特光学纷纷下挫。 三大指数早盘集体下跌，截至午盘，上证指数跌0.18%，深成指跌0.79%，创业板指跌1.17%，北证50跌0.97%。沪深京三 市半日成交额13818亿元，较上日缩量1740亿元。全市场超2500只个股下跌。 ...

Market Overview - A-shares opened lower on September 26, with the Shanghai Composite Index experiencing fluctuations while the ChiNext Index fell over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.37 trillion yuan, a decrease of 173.3 billion yuan compared to the previous trading day [1] - The Shanghai Composite Index closed at 3846.33 points, down 0.18%, with a trading volume of 595.9 billion yuan; the Shenzhen Component Index closed at 13339.82 points, down 0.79%, with a trading volume of 773.8 billion yuan; the ChiNext Index closed at 3198.02 points, down 1.17%, with a trading volume of 363.1 billion yuan [1] Sector Performance - The wind power sector showed resilience, with companies like Weili Transmission and Jixin Technology hitting the daily limit [1] - The chemical fiber sector also performed well, with Shennong Holdings and New Fengming reaching the daily limit [2] - The semiconductor industry saw a partial recovery, with Saiwei Microelectronics hitting the daily limit and reaching a historical high [1][2] - Conversely, gaming stocks faced a downturn, with Jibite hitting the daily limit down; photolithography concept stocks also retreated, with companies like Kaimeteqi hitting the daily limit down [1] Institutional Insights - Huatai Securities is optimistic about investment opportunities arising from the "14th Five-Year" capacity electricity price and peak-valley price difference, predicting that by 2027-2030, the peak-valley price difference will reach around 0.4 yuan per kilowatt-hour [3] - CITIC Construction believes that the domestic dairy product industry is entering a new phase of deep processing, with future capacity expected to exceed 700,000 tons, driven by low milk prices and downstream cost reduction [3] - CITIC Securities highlights the completion of Tesla's Optimus project leadership change, indicating a potential acceleration towards commercialization in the embodied intelligence sector [3] Industry Statistics - As of September 26, the number of participants in the national basic pension insurance reached 1.072 billion, an increase of over 73 million compared to the end of the 13th Five-Year Plan, with a participation rate rising from 91% to over 95% [4] - The National Energy Administration reported that as of the end of August, the cumulative installed power generation capacity in the country reached 3.69 billion kilowatts, a year-on-year increase of 18% [5] - The installed capacity for solar power reached 1.12 billion kilowatts, up 48.5% year-on-year, while wind power capacity reached 580 million kilowatts, up 22.1% year-on-year [5] Company Developments - Tianqi Lithium's 30,000-ton battery-grade lithium hydroxide project was officially completed and put into production on September 25, marking the first project to be implemented and completed under Tianqi's five-year strategic plan [6]

板块方面，风电设备、化学纤维、种植业与林业等板块涨幅居前，游戏、消费电子、IT服务等板块跌 幅居前。 中国经济网北京9月26日讯 A股三大指数今日早间震荡调整。截至午间收盘，上证综指报3846.33点，跌 幅0.18%；深证成指报13339.82点，跌幅0.79%；创业板指报3198.02点，跌幅1.17%。 | 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 | 风电设备 | 4.50 | 1348.04 | 172.31 | 13.33 | 29 | 0 | | 2 | 化学纤维 | 3.11 | 718.02 | 58.42 | 6.32 | 27 | 1 | | 3 | 种植业与林业 | 1.74 | 435.34 | 25.51 | 3.91 | 30 | 0 | | র্ব | 牢工装备 | 1.70 | 922.72 | 265.36 | 30.23 | ୧୫ | 13 | | 5 | 农化制品 ...

责任编辑：小浪快报 今年以来三房巷已经6次登上龙虎榜，最近一次登上龙虎榜为5月14日，当日龙虎榜净买入2748.49万 元；买入总计3696.00万元 ，占总成交额比43.86%；卖出总计947.51万元 ，占总成交额比11.24%。 资料显示，江苏三房巷聚材股份有限公司位于江苏省江阴市周庄镇三房巷村，成立日期1994年6月13 日，上市日期2003年3月6日，公司主营业务涉及瓶级聚酯切片、PTA的生产、销售,同时还从事PBT工程 塑料、热电的生产与销售等业务。主营业务收入构成为：瓶级聚酯切片79.87%，PTA17.60%，电、蒸汽 1.12%，工程塑料0.78%，其他产品及服务0.62%。 三房巷所属申万行业为：基础化工-化学纤维-涤纶。所属概念板块包括：可降解、新材料、低价、小盘 等。 截至6月30日，三房巷股东户数3.67万，较上期减少22.17%；人均流通股106172股，较上期增加 28.48%。2025年1月-6月，三房巷实现营业收入100.80亿元，同比减少13.97%；归母净利润-2.71亿元， 同比减少90.89%。 分红方面，三房巷A股上市后累计派现18.60亿元。近三年，累计派现5.8 ...

9月25日，中复神鹰涨0.55%，成交额9218.86万元。两融数据显示，当日中复神鹰获融资买入额929.70 万元，融资偿还944.50万元，融资净买入-14.80万元。截至9月25日，中复神鹰融资融券余额合计1.25亿 元。 机构持仓方面，截止2025年6月30日，中复神鹰十大流通股东中，华夏上证科创板50成份ETF （588000）、易方达上证科创板50ETF（588080）、南方中证500ETF（510500）退出十大流通股东之 列。 责任编辑：小浪快报 截至6月30日，中复神鹰股东户数1.20万，较上期增加6.26%；人均流通股49954股，较上期增加 291.38%。2025年1月-6月，中复神鹰实现营业收入9.22亿元，同比增长25.86%；归母净利润1192.98万 元，同比减少52.23%。 分红方面，中复神鹰A股上市后累计派现1.85亿元。 融资方面，中复神鹰当日融资买入929.70万元。当前融资余额1.23亿元，占流通市值的0.75%，融资余 额超过近一年50%分位水平，处于较高位。 融券方面，中复神鹰9月25日融券偿还1600.00股，融券卖出800.00股，按当日收盘价计算，卖出金额 ...

9月25日，同益中跌2.24%，成交额1.17亿元。两融数据显示，当日同益中获融资买入额2405.73万元， 融资偿还1879.52万元，融资净买入526.21万元。截至9月25日，同益中融资融券余额合计2.60亿元。 截至6月30日，同益中股东户数9456.00，较上期增加12.67%；人均流通股23699股，较上期减少 11.24%。2025年1月-6月，同益中实现营业收入4.83亿元，同比增长89.70%；归母净利润6647.63万元， 同比增长41.13%。 分红方面，同益中A股上市后累计派现1.36亿元。 机构持仓方面，截止2025年6月30日，同益中十大流通股东中，鹏华碳中和主题混合A（016530）位居 第三大流通股东，持股297.31万股，为新进股东。富国天瑞强势地区精选混合A（100022）位居第五大 流通股东，持股184.34万股，为新进股东。兴全社会责任混合（340007）位居第六大流通股东，持股 147.95万股，为新进股东。鹏华沪深港新兴成长混合A（003835）位居第七大流通股东，持股135.86万 股，为新进股东。前海开源嘉鑫混合A（001765）、海富通股票混合（519005） ...

Group 1 - The overall performance of A-shares is strong, with the Shanghai Composite Index reaching 3800 points, and most institutions are optimistic about the market outlook for Q4 [1][2] - Analysts expect a structural recovery in A-share earnings, driven by resilient export growth, manufacturing investment improvements, and seasonal consumption increases [2][3] - The market is anticipated to experience a "slow bull" trend, with a balanced style shift between growth and value stocks [2][4] Group 2 - The technology sector, particularly in optical communication and semiconductors, has shown strong performance, while cyclical and consumer stocks have lagged [4] - Historical data suggests a style rotation in Q4, with cyclical stocks likely to rebound and technology stocks diversifying beyond just hardware [4][5] - Key sectors to focus on in Q4 include TMT (Technology, Media, Telecommunications), machinery, pharmaceuticals, military, non-ferrous metals, chemicals, and non-bank financials [4][5] Group 3 - Financial analysts predict increased allocation to equity assets by residents in a low-interest-rate environment, with a current equity and fund allocation of 15% among Chinese residents, indicating room for growth [3] - Suggested investment themes for Q4 include precious and industrial metals, renewable energy, AI hardware and applications, and consumer sectors such as pet economy and beauty products [5]