Wind统计显示，9月11日，申万31个一级行业中有19个行业获融资净买入，其中，电子行业获融资净买 入额居首，当日净买入52.59亿元；获融资净买入居前的行业还有通信、计算机、电力设备、机械设备 等，净买入金额均超10亿元。 （文章来源：证券时报网） 个股方面，9月11日有1835只个股获融资净买入，净买入金额在1亿元以上的有56股。其中，27股获融资 净买入额超2亿元。海光信息获融资净买入额居首，净买入11.99亿元；融资净买入金额居前的还有中际 旭创、寒武纪、立讯精密、新易盛、指南针、阳光电源、天孚通信、胜宏科技等股，净买入金额均超5 亿元。 ...

创业板股最新融资余额为4924.78亿元，环比增加66.77亿元，35只股融资余额环比增长超10%，融资余 额环比降幅超5%的有59只。 证券时报·数据宝统计显示，9月11日创业板指上涨5.15%，创业板股两融余额合计4941.30亿元，较上一 交易日增加67.34亿元，已连续5个交易日增加。其中，融资余额合计4924.78亿元，环比上一日增加 66.77亿元；为连续5个交易日增加。融券余额16.52亿元，环比增加5640.64万元。 具体来看，融资余额增长的创业板股有471只，其中，35股融资余额增幅超过10%。增幅最大的是C艾芬 达，该股最新融资余额4658.93万元，环比上一交易日增幅为65.51%；股价表现上，该股当日下跌 4.36%，表现弱于创业板指；融资余额增幅较多的还有同宇新材、崧盛股份等，分别增长55.91%、 44.60%。 | 代码 | 简称 | 最新融资余额(万 | 融资余额环比增减 | 收盘价 | 当日涨跌幅 | 所属行 | | --- | --- | --- | --- | --- | --- | --- | | | | 元） | （%） | （元） | （%） | 业 | | 30 ...

截至9月11日，北交所融资融券余额合计77.66亿元，较前一交易日增加7137.35万元，其中，融资余额 77.66亿元，较前一交易日增加7158.03万元，融券余额为64.90万元，较前一交易日减少20.69万元。 证券时报·数据宝统计显示，截至9月11日，北交所股票中，融资余额居前的为贝特瑞、锦波生物、曙光 数创，最新融资余额分别为3.41亿元、3.21亿元、2.52亿元，从最新融资余额占流通市值比例看，算术 平均值为1.30%，最新融资余额占流通市值比例居前的有交大铁发、巨能股份、万源通等，占比分别为 3.98%、3.97%、3.59%。 北交所股票中，9月11日共有126只股获融资净买入，净买入金额在百万元以上的有50只，曙光数创融资 净买入额居首，当日净买入3760.00万元，其次是贝特瑞、纳科诺尔，融资净买入金额分别为3315.77万 元、2186.16万元，融资净买入金额居前的还有万达轴承、华密新材、绿亨科技等。融资净卖出金额居 前的股票为常辅股份、鼎智科技、华洋赛车等，融资净卖出金额分别为645.71万元、427.46万元、 387.84万元。 | 代码 | 简称 | 9月11日涨跌幅 | 最 ...

创业板公司最新融资余额4924.78亿元，已连续五个交易日增加，其间累计增加230.18亿元。 证券时报·数据宝统计显示，截至9月11日，创业板两融余额合计4941.30亿元，较上一交易日增加67.34 亿元。其中，融资余额合计4924.78亿元，较上一交易日增加66.77亿元，为连续五个交易日增加，其间 累计增加230.18亿元。 创业板两融余额及变动 | 日期 | 两融余额（亿元） | 环比增减（亿元） | 融资余额（亿元） | 环比增减（亿元） | | --- | --- | --- | --- | --- | | 2025.09.11 | 4941.30 | 67.34 | 4924.78 | 66.77 | | 2025.09.10 | 4873.96 | 14.77 | 4858.00 | 14.64 | | 2025.09.09 | 4859.19 | 6.20 | 4843.36 | 6.28 | | 2025.09.08 | 4852.98 | 92.71 | 4837.09 | 92.75 | | 2025.09.05 | 4760.27 | 50.58 | 4744.33 | 49.74 ...

2025.09.11 拉长时间来看，A股近两个月的持续上攻中，创业板指的表现一骑绝尘，领先其他主要指数。Wind统计 显示，6月下旬至今，创业板指区间涨幅超五成，若按4月低点1756.64点计算，年内最大涨幅已超过七 成。 创业板指以及创业板系列指数持续攀升，与权重股的推动息息相关。目前，"易中天"组合，即新易盛 （300502.SZ）、中际旭创（300308.SZ）、天孚通信（300394.SZ），是创业板多个指数的前十大权重 股。其中，创业板指数中，"易中天"合计权重达15.31%，在创业板综指中合计权重为6.48%。 创业板指年内最大涨幅超七成 9月11早盘，创业板指开盘报2917.77点，开盘后一度微跌，而后快速拉升，午盘前站上3000点，半日涨 幅达4.31%。午后，创业板指持续走强，算力硬件、PCB、液冷服务器等概念股持续爆发，中际旭创、 新易盛等个股涨幅超10%。最终，创业板指收于3053.75点，创2022年1月以来新高。 今年以来，A股整体震荡上行，4月初受关税风波影响曾出现短期波动，创出年内新低1756.64点。6月底 至今，A股持续上攻，市场主要指数均有所表现，创业板指也从2100点左右 ...

Group 1 - Xi'an has made significant progress in various fields by enhancing high-quality technology supply, promoting deep integration of technology and industry, optimizing innovation and entrepreneurship ecology, and adhering to regional collaborative innovation [1][2] - The city has accelerated the construction of major scientific and technological infrastructure, including the world's first ten-picosecond-level, thousand-kilometer optical fiber transmission system [2] - Xi'an has implemented the "laboratory + industrial company" model to enhance open sharing and service capabilities, resulting in technological breakthroughs by several enterprises, including the development of the largest 12-meter horizontal five-axis mirror milling equipment in China [2] Group 2 - The city has introduced the "Xi'an Science and Technology Innovation Promotion Regulations" to promote deep integration of technological and industrial innovation, with a focus on sectors like large aircraft, semiconductors, and photonics [2] - Xi'an has established 893 gazelle enterprises, 1,254 specialized and innovative enterprises, and 2,661 high-tech enterprises above designated size [2] - The city has launched 11 key projects and 60 measures to strengthen the financial support system for technology [3] Group 3 - Xi'an has improved intellectual property protection, with a patent average authorization rate increasing from 48% to 65%, and an invention patent ownership rate of 85.26 per ten thousand people [3] - The city has attracted 1,944 high-level talents and introduced 116 urgently needed talents through a "shared campus recruitment" initiative [3] - Xi'an is collaborating with other cities to plan over 30 annual cooperative projects and has established the Belarusian Academy of Sciences' China branch to deepen cooperation in aerospace technology and composite materials [3][5]

Investment Strategy - The report highlights that the PPI has seen a narrowing year-on-year decline, indicating a potential for continued focus on main thematic investment opportunities [1][4][36] - The A-share market has shown positive momentum, with significant index gains over the past five trading days, including a 2.91% increase in the Shanghai Composite Index and a 10.00% rise in the ChiNext Index [5][24] Market Review - In the recent trading period from September 5 to September 11, major indices experienced gains, with the Shanghai Composite Index rising by 2.91% and the ChiNext Index by 10.00% [5][12] - The trading volume has significantly decreased, with a total of 11.26 trillion yuan traded, averaging 2.25 trillion yuan per day, which is a reduction of 414.768 billion yuan compared to the previous five trading days [8][24] Economic Data - The customs data for August indicates a 4.4% year-on-year increase in exports, although this is a decline of 2.8 percentage points from July, attributed to a high base last year and the "export rush" effect [29][31] - The CPI for August remained flat month-on-month and decreased by 0.4% year-on-year, influenced by high base effects and weak seasonal food price changes [31][34] - The PPI for August showed a month-on-month stabilization and a narrowing year-on-year decline, marking the first such narrowing since March, driven by lower base effects and "anti-involution" measures [31][34] Policy Insights - The report emphasizes that the focus of fiscal policy will be on strengthening domestic circulation, with specific actions aimed at boosting consumption and investment in public services [35][36] - The National Development and Reform Commission has outlined key economic tasks for the second half of the year, including capacity governance in key industries and addressing irrational competition [35][36] Sector Opportunities - Investment opportunities are identified in the TMT sector due to advancements in domestic computing power and the "AI+" initiative [36] - The report suggests potential in the power equipment and non-ferrous metals sectors, driven by unexpected demand for energy storage and breakthroughs in solid-state battery industrialization [36] - The financial sector is also highlighted as a potential beneficiary of the stabilizing capital market [36]

根据调研日期截止日统计，近一个月（8月12日至9月11日），共有68家北交所公司获机构调研，其中， 纳科诺尔最受关注，参与调研的机构有114家。 证券时报·数据宝统计显示，近一个月共有68家北交所公司获机构调研，调研机构类型显示，券商共对 68家公司进行调研；基金调研57家；阳光私募调研53家；保险调研36家；海外机构调研8家。 机构调研榜单中，纳科诺尔参与调研的机构合计达114家，最受关注；其次是科隆新材、奥迪威、海达 尔，参与调研的机构分别有67家、65家、64家。 | 代码 | 简称 | 机构家数 | 调研次数 | 最新收盘价（元） | 其间涨跌幅（%） | 所属行业 | | --- | --- | --- | --- | --- | --- | --- | | 832522 | 纳科诺尔 | 114 | 1 | 77.60 | 30.79 | 电力设备 | | 920098 | 科隆新材 | 67 | 2 | 33.49 | -8.52 | 基础化工 | | 832491 | 奥迪威 | 65 | 2 | 32.68 | 11.50 | 电子 | | 836699 | 海达尔 | 64 | 2 | 6 ...

以最新收盘价计算，A股平均股价为13.56元，其中股价超过100元的有149只，相比上一个交易日增加13 只。 百元股作为判定市场热度的信号之一，历来受到投资者关注。证券时报·数据宝统计显示，截至9月11日 收盘，沪指报收3875.31点，上涨1.65%，A股平均股价为13.56元，个股股价分布看，股价超过100元的 有149只，股价在50元至100元的有451只，股价在30元至50元的有790只。 股价超百元个股中，收盘价最高的是贵州茅台，今日报收1523.50元，上涨0.10%，其次是寒武纪、吉比 特等，最新收盘价分别为1387.00元、513.00元。 市场表现方面，收盘股价超百元股中，今日平均上涨4.59%，跑赢沪指2.94个百分点。今日上涨的有129 只，涨停的有深南电路、兆威机电等，下跌的有19只，跌幅居前的有百济神州、万辰集团等。 追溯发现，最新百元股近一个月平均上涨28.33%，其间沪指上涨6.61%，涨幅居前的有腾景科技、开普 云、中际旭创等，涨幅分别为129.92%、114.29%、110.21%，今年以来平均涨幅为90.68%，强于沪指 75.06%，累计涨幅居前的有胜宏科技、浙海德曼、 ...

海力风电(301155) 公司研究/公司点评 海风景气度上行，25Q2 业绩环比改善 ——海力风电首次覆盖报告 ◼ 核心观点 事件：公司发布 2025 年半年度报告：2025H1 公司实现营收 20.30 亿 元，同比+461.08%；实现归母净利润 2.05 亿元，同比+90.61%。 2025Q2公司实现业绩同比/环比高速增长。2025Q2公司实现营收15.93 亿元，同比+570.63%/环比+264.99%；实现归母净利润 1.41 亿元，同 比+315.82%/环比+121.16%。 受益海上风电项目开工量回升，公司产品量利齐升。根据国家能源局 的数据，2025H1 国内海上风电新增并网容量 2.49GW，同比+200%。 2025H1 公司桩基/风电塔筒/导管架业务收入分别为 15.64/2.92/1.36 亿 元，同比分别+1092.63%/+124.14%/+84.94%。2025H1 公司桩基/风电 塔筒/导管架业务毛利率分别为 16.30%/11.91%/19.44%，同比分别 +10.79/+18.39/+23.19pct。2025H1 公司整体毛利率 17.04%，同比 +15.16p ...