Market Overview - The A-share market experienced a decline, with the Shanghai Composite Index down by 1.23%, the Shenzhen Component Index down by 1.84%, and the ChiNext Index down by 1.75% [1][2] - The tourism and hotel sector led the decline, while the banking sector showed resilience, with significant gains [1][6] Sector Performance - The tourism and hotel sector saw a drop of 5.26%, with notable declines in stocks such as Yunnan Tourism and Qujiang Cultural Tourism, which hit the daily limit down [3][8] - The banking sector collectively rebounded, with Nanjing Bank rising over 3% and other major banks like Industrial and Commercial Bank of China and Agricultural Bank of China also showing gains [6][7] Trading Volume and Activity - The trading volume in the Shanghai and Shenzhen markets reached 1.7 trillion yuan, an increase of 353.9 billion yuan compared to the previous trading day, with over 4,900 stocks declining [2][5] - The port and shipping sector showed active performance, with stocks like Nanjing Port and Ningbo Shipping hitting the daily limit up [5][8] Key Stock Movements - Nanjing Bank rose by 3.54% to 10.83 yuan, while Industrial and Commercial Bank of China increased by 2.23% to 7.34 yuan [7] - The gold futures market saw a rise of 2%, with the price reaching 855.6 yuan per gram [8]

三大指数早盘集体下跌，截至午盘，上证指数跌1.23%，深成指跌1.84%，创业板指跌1.75%，北证50跌3.05%。沪深京三 市半日成交额17135亿元，较上日放量3579亿元。全市场近5000只个股下跌。 板块题材方面，银行、港口航运、保险板块涨幅居前；旅游及酒店、华为概念、房地产、CRO、互联网金融板块跌幅居 前。 盘面上，旅游及酒店板块重挫，云南旅游跌停，华天酒店、西藏旅游、凯撒旅业纷纷大跌。影视院线板块盘中走弱，金逸 影视连续三日触及跌停，中国电影、华谊兄弟跟跌。CRO概念股同样表现落后，美迪西、昭衍新药、德展健康跌幅居前。另一 方面，银行板块逆势走高，南京银行盘中涨超5%，农业银行、建设银行、厦门银行纷纷上扬。港口航运板块表现活跃，南京 港、宁波海运涨停。人形机器人概念股局部走强，大洋电机2连板，恒帅股份、宏昌科技、和而泰盘中创新高。此外，半导 体、固态电池、消费电子板块一度异动拉升。 ...

Market Overview - A-shares experienced a decline with all three major indices dropping over 1% by midday on September 23, 2023, with over 4900 stocks falling [1] - The Shanghai Composite Index closed at 3781.61 points, down 1.23%, with a trading volume of 722.4 billion yuan; the Shenzhen Component Index closed at 12916.41 points, down 1.84%, with a trading volume of 974.2 billion yuan; the ChiNext Index closed at 3053.48 points, down 1.75%, with a trading volume of 457 billion yuan [1] Sector Performance - Banking stocks collectively rose, with notable increases in Nanjing Bank, Xiamen Bank, China Construction Bank, and Agricultural Bank of China, each gaining over 3% [1] - The port and shipping sector showed resilience, with Nanjing Port and Ningbo Maritime both hitting the daily limit [1] - The semiconductor industry continued its strong performance, with stocks like Changchuan Technology and Lianang Micro reaching the daily limit, and Huasoft Technology achieving three consecutive trading limits [1] - Conversely, tourism stocks faced significant declines, with Yunnan Tourism hitting the daily limit down, and software stocks mostly fell, with Wangda Software also hitting the daily limit down [1][2] Institutional Insights - Huatai Securities recommends the e-commerce and express delivery sectors, noting that despite August being a traditional off-season, the industry is experiencing increased activity due to anti-involution trends, with expectations for continued price increases through the end of the year [3] - Everbright Securities highlights a recovery in the domestic excavator market, with significant policy support expected to sustain mid-term demand for construction machinery [3] - Galaxy Securities remains optimistic about the computing power sector, particularly in PCB, domestic computing power, IP licensing, and chip inductors, anticipating a recovery in the foldable screen market by 2026 [4] Policy Developments - The Ministry of Industry and Information Technology announced plans to explore new sectors such as humanoid robots, brain-computer interfaces, the metaverse, and quantum information during the 14th Five-Year Plan period, aiming to establish a modern industrial system [5] Telecommunications Sector - The telecommunications industry reported a cumulative revenue of 118.21 billion yuan for the first eight months of 2023, reflecting a year-on-year growth of 0.8%, with a total business volume growth of 8.8% when adjusted for last year's prices [6] Investment Trends - The KraneShares CSI China Internet ETF (KWEB) has seen inflows for six consecutive weeks, marking the longest streak since February, with a total inflow of $599 million over this period [7]

旅游及酒店板块跌幅靠前，云南旅游(002059)跌停，华天酒店(000428)、凯撒旅游(000796)跌超8%； CRO概念股全线下跌，美迪西跌超7%，成都先导、阳光诺和等跌超6%；消费电子板块回调，胜利精密 (002426)跌超9%，胜蓝股份、苏州天脉跌超7%。(格隆汇) 格隆汇9月23日｜A股三大指数早盘集体下跌，截至午盘，沪指跌1.23%报3781.61点，深成指跌1.84%， 创业板指跌1.75%，北证50跌3.05%。沪深京三市半日成交额17135亿元，较上日放量3579亿元，全市场 近5000只个股下跌。 盘面上，银行股逆势上涨，南京银行(601009)涨超4%，厦门银行、农业银行(601288)、建设银行 (601939)涨超3%：港口航运股普涨，南京港(002040)、宁波海运(600798)涨停，宁波远洋涨超7%；人形 机器人概念局部走强，大洋电机(002249)2连板，恒帅股份、宏昌科技、和而泰(002402)盘中创新高。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参 ...

Core Viewpoint - The article highlights the performance of various sectors in the A-share market, noting a significant decline in major indices while bank stocks showed resilience and strength amidst the overall market downturn [3][8]. Market Performance - The Shanghai Composite Index fell by 1.23%, the Shenzhen Component Index dropped by 1.84%, and the ChiNext Index decreased by 1.75% [3]. - The tourism and hotel sector led the decline with a drop of 5.26%, while the banking sector experienced a collective rebound, with notable gains from banks such as Nanjing Bank (+3.54%) and Industrial and Commercial Bank of China (+2.23%) [4][9]. Sector Analysis - The banking sector's performance was contrasted with the poor performance of the tourism and hotel sector, which saw significant losses [4][10]. - The article mentions that over 4,900 stocks in the market declined, indicating a broad market weakness [3][7]. Trading Volume - The trading volume in the Shanghai and Shenzhen markets reached 1.7 trillion yuan, an increase of 353.9 billion yuan compared to the previous trading day [3][7]. - The article notes that the market's trading activity was robust despite the overall decline in stock prices [10]. Notable Stocks - Specific stocks within the banking sector showed strong performance, with Nanjing Bank leading the gains [9]. - Other sectors such as port and shipping also showed activity, with stocks like Nanjing Port hitting the limit up [8]. Conclusion - The article provides a snapshot of the current market conditions, emphasizing the contrasting performances of different sectors, particularly the resilience of bank stocks amidst a broader market decline [3][4][8].

Core Points - The A-share market experienced a collective decline in the three major indices, with the Shanghai Composite Index down 1.23% to 3781.61 points, the Shenzhen Component Index down 1.84% to 12916.41 points, and the ChiNext Index down 1.75% to 3053.48 points [1] Sector Performance - The banking sector showed resilience, increasing by 1.25% with a total trading volume of 4,284.25 million hands and a total transaction value of 31.569 billion [2] - The port and shipping sector rose by 0.58%, with a trading volume of 1,688.23 million hands and a transaction value of 9.464 billion [2] - The insurance sector had a slight increase of 0.18%, with a trading volume of 136.41 million hands and a transaction value of 4.706 billion [2] - Conversely, the tourism and hotel sector faced the largest decline at 5.25%, with a trading volume of 1,269.64 million hands and a transaction value of 1.064 billion [2] - The medical services sector decreased by 4.23%, with a trading volume of 722.23 million hands and a transaction value of 16.245 billion [2] - The software development sector fell by 4.09%, with a trading volume of 1,888.37 million hands and a transaction value of 48.986 billion [2]

旅游及酒店板块跌幅靠前，云南旅游跌停，华天酒店、凯撒旅游跌超8%；CRO概念股全线下跌，美迪 西跌超7%，成都先导、阳光诺和等跌超6%；消费电子板块回调，胜利精密跌超9%，胜蓝股份、苏州天 脉跌超7%。(格隆汇) 盘面上，银行股逆势上涨，南京银行涨超4%，厦门银行、农业银行、建设银行涨超3%：港口航运股普 涨，南京港、宁波海运涨停，宁波远洋涨超7%；人形机器人概念局部走强，大洋电机2连板，恒帅股 份、宏昌科技、和而泰盘中创新高。 A股三大指数早盘集体下跌，截至午盘，沪指跌1.23%报3781.61点，深成指跌1.84%，创业板指跌 1.75%，北证50跌3.05%。沪深京三市半日成交额17135亿元，较上日放量3579亿元，全市场近5000只个 股下跌。 ...

【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com (责任编辑：宋政 HN002) 格隆汇9月23日｜A股开盘，三大指数集体高开，沪指高开0.04%，深证成指高开0.68%，创业板指高开 1.02%。盘面上，现货黄金首破3750美元/盎司再创新高，西部黄金(601069)、湖南白银涨超2%；CPO概 念高开，剑桥科技、中际旭创(300308)涨近7%，光模块产业链多家上市公司计划扩产；消费电子概念继 续活跃，立讯精密(002475)、盈趣科技(002925)走出2连板，工业富联(601138)涨约6%；旅游及酒店板块 低开，云南旅游(002059)跌停，桂林旅游(000978)跌超7%。(格隆汇) ...

Group 1 - A-share tourism and hotel concept stocks experienced a decline at the beginning of trading on September 23, with Yunnan Tourism dropping over 8% [1] - Tibet Tourism and Guilin Tourism fell by more than 6% [1] - Xi'an Catering and Huaten Hotel decreased by nearly 5% [1]

Market Opening Summary - The A-share market opened with all three major indices rising, with the Shanghai Composite Index up by 0.04%, the Shenzhen Component Index up by 0.68%, and the ChiNext Index up by 1.02% [1] Sector Performance - The spot gold price broke through $3750 per ounce, reaching a new high, leading to significant gains in companies like Western Gold and Hunan Silver, both rising over 2% [1] - The CPO concept opened high, with Cambridge Technology and Zhongji Xuchuang both increasing nearly 7%, and multiple listed companies in the optical module industry planning to expand production [1] - The consumer electronics sector remained active, with Luxshare Precision and Yingqu Technology achieving two consecutive trading limit increases, while Industrial Fulian rose approximately 6% [1] - The tourism and hotel sector opened lower, with Yunnan Tourism hitting the daily limit down and Guilin Tourism dropping over 7% [1]