具体来看，今日上榜的营业部中，沪股通为第四大卖出营业部，卖出金额为2529.66万元，合计净卖出 2529.66万元。 资金流向方面，今日该股主力资金净流出2.37亿元，其中，特大单净流出2.92亿元，大单资金净流入 5453.12万元。近5日主力资金净流出4.49亿元。 融资融券数据显示，该股最新（9月24日）两融余额为7.76亿元，其中，融资余额为7.72亿元，融券余额 为393.32万元。近5日融资余额合计增加2.13亿元，增幅为38.10%。融券余额合计增加116.58万元，增幅 42.13%。 大众公用(600635)今日跌停，全天换手率12.19%，成交额17.32亿元，振幅9.09%。龙虎榜数据显示，沪 股通净卖出2529.66万元，营业部席位合计净卖出69.58万元。 上交所公开信息显示，当日该股因日跌幅偏离值达-9.91%上榜，沪股通净卖出2529.66万元。 证券时报·数据宝统计显示，上榜的前五大买卖营业部合计成交3.34亿元，其中，买入成交额为1.54亿 元，卖出成交额为1.80亿元，合计净卖出2599.23万元。 8月30日公司发布的半年报数据显示，上半年公司共实现营业收入34.76亿 ...

Core Viewpoint - Five companies listed on the ChiNext board have announced their performance forecasts for the first three quarters, all indicating an increase in profits [1] Group 1: Company Performance Forecasts - Changchuan Technology (300604) expects a net profit increase of 138.39% with a latest closing price of 96.32 yuan and a year-to-date increase of 118.75% [1] - Zhongtai Co., Ltd. (300435) anticipates a net profit increase of 79.28%, with a latest closing price of 21.85 yuan and a year-to-date increase of 83.52% [1] - N United (301656) forecasts a net profit increase of 44.16% [1] - N Jianda (301584) projects a net profit increase of 35.00% [1] - Aifen Dazhi (301575) expects a net profit increase of 14.72%, with a latest closing price of 55.40 yuan and a year-to-date decrease of 25.91% [1] Group 2: Industry Insights - The companies span various industries, including electronics, public utilities, automotive, pharmaceuticals, and light manufacturing [1]

Group 1 - Vistra Corp. is recognized as one of the 11 Best Nuclear Energy Stocks to invest in, highlighting its significant upside potential [1] - CEO James A. Burke disclosed stock sales worth $9.1 million on September 16-17, 2025, coinciding with the exercise of 48,000 stock options at prices of $14.03 and $19.68 per share [2] - The average transaction price for the stock sales was between $212.56 and $213.78 per share, slightly below the 52-week high of $217.90, while Burke retains over 227,000 shares directly and has substantial indirect holdings [2] Group 2 - Vistra Corp. operates approximately 41,000 megawatts of capacity across various energy sources, including nuclear, gas, coal, solar, and battery storage, serving around 5 million customers in the US [3] - The company's diverse portfolio and strong performance contribute to its status as a top contender among nuclear energy stocks and as one of the Best Utility Stocks [3]

Group 1 - The stock of Dazhong Public Utilities (600635) increased by 4.79% with a turnover rate of 29.54% and a trading volume of 4.682 billion yuan, showing a fluctuation of 8.99% [1] - The stock was listed on the Shanghai Stock Exchange due to its turnover rate reaching 29.54%, with a net sell of 78.6912 million yuan from the Shanghai-Hong Kong Stock Connect [1] - The top five trading departments accounted for a total transaction of 565 million yuan, with a net sell of 58.4606 million yuan [1] Group 2 - The stock experienced a net outflow of 720 million yuan from major funds, including a net outflow of 443 million yuan from large orders [2] - The latest margin trading balance as of September 23 was 589 million yuan, with a financing balance of 585 million yuan and a securities lending balance of 4.1269 million yuan [2] - The company reported a revenue of 3.476 billion yuan for the first half of the year, a year-on-year decrease of 5.80%, while net profit increased by 172.62% to 333 million yuan [2]

大众公用(600635)今日上涨4.79%，全天换手率29.54%，成交额46.82亿元，振幅8.99%。龙虎榜数据显 示，沪股通净卖出7869.12万元，营业部席位合计净买入2023.06万元。 上交所公开信息显示，当日该股因日换手率达29.54%上榜，沪股通净卖出7869.12万元。 买四 天风证券股份有限公司杭州教工路证券营业部 4993.29 资金流向方面，今日该股主力资金净流出7.20亿元，其中，特大单净流出4.43亿元，大单资金净流出 2.77亿元。近5日主力资金净流出2.04亿元。 融资融券数据显示，该股最新(9月23日)两融余额为5.89亿元，其中，融资余额为5.85亿元，融券余额为 412.69万元。近5日融资余额合计增加4652.70万元，增幅为8.64%。融券余额合计增加140.51万元，增幅 51.62%。 8月30日公司发布的半年报数据显示，上半年公司共实现营业收入34.76亿元，同比下降5.80%，实现净 利润3.33亿元，同比增长172.62%。 大众公用9月24日交易公开信息 买/卖会员营业部名称买入金额(万元)卖出金额(万元) 买一 平安证券股份有限公司深圳分公司 5491. ...

Market Overview - The market experienced a rebound on September 24, with the Shanghai Composite Index rising by 0.83%, the Shenzhen Component Index increasing by 1.8%, the ChiNext Index up by 2.28%, and the STAR Market 50 Index gaining 3.49%. The total trading volume in A-shares was 2.35 trillion yuan, down from 2.52 trillion yuan the previous day [1]. Capital Flow - The net outflow of main funds in the Shanghai and Shenzhen markets was nearly 300 million yuan, with an opening net outflow of 134.19 billion yuan and a closing net inflow of 56.63 billion yuan, resulting in a total net outflow of 2.79 billion yuan for the day [2][3]. - The CSI 300 index saw a net inflow of 80.87 billion yuan, while the ChiNext experienced a net inflow of 44.33 billion yuan [4][5]. Sector Performance - The electronics sector led with a net inflow of 267.72 billion yuan and a growth of 2.74%, followed by the computer sector with a net inflow of 207.10 billion yuan and a growth of 2.35%. Other notable sectors included power equipment and pharmaceuticals [6]. Institutional Activity - The top stocks with significant institutional buying included Huicheng Co. with a 15.84% increase and a net buying amount of 15,173.86 million yuan, followed by Northern Huachuang with a 10.00% increase and a net buying amount of 14,288.91 million yuan [8]. - Institutions have recently focused on stocks such as Baili Tianheng, Yifeng Pharmacy, and Dongcai Technology, with target price increases ranging from 15.83% to 51.19% [10].

Market Overview - The Shanghai Composite Index rose by 0.83% on September 24, with 28 out of 31 sectors experiencing gains, led by the power equipment and electronics sectors, which increased by 2.88% and 2.76% respectively [1] - The utilities sector saw a modest increase of 0.35%, while the banking, coal, and telecommunications sectors faced declines of 0.36%, 0.29%, and 0.01% respectively [1] Capital Flow Analysis - The net inflow of capital in the two markets reached 19.725 billion yuan, with 14 sectors experiencing net inflows. The electronics sector led with a net inflow of 13.046 billion yuan, followed by the computer sector with a net inflow of 5.021 billion yuan and a daily increase of 2.52% [1] - Conversely, 17 sectors experienced net outflows, with the automotive sector leading at a net outflow of 2.064 billion yuan, followed by telecommunications with 1.670 billion yuan [1] Utilities Sector Performance - In the utilities sector, 131 stocks were tracked, with 99 stocks rising and 26 stocks declining. Two stocks hit the daily limit up [2] - The top three stocks with net inflows in the utilities sector were Xiexin Energy with a net inflow of 392 million yuan, followed by Jingyuntong and Delong Huineng with net inflows of 168 million yuan and 53 million yuan respectively [2] - The sector also saw significant net outflows, with the top three stocks being Dazhong Public Utilities, Changjiang Electric Power, and Luxiao Technology, which experienced net outflows of 720 million yuan, 395 million yuan, and 145 million yuan respectively [2][4] Utilities Sector Capital Flow Rankings - The top gainers in the utilities sector included: - Xiexin Energy: +9.97% with a turnover rate of 5.98% and a main capital flow of 391.76 million yuan - Jingyuntong: +8.78% with a turnover rate of 11.67% and a main capital flow of 167.74 million yuan - Delong Huineng: +6.49% with a turnover rate of 10.05% and a main capital flow of 52.94 million yuan [2] - The top losers in the utilities sector included: - Dazhong Public Utilities: -4.79% with a turnover rate of 29.54% and a main capital flow of -720.48 million yuan - Changjiang Electric Power: -0.26% with a turnover rate of 0.36% and a main capital flow of -395.24 million yuan - Luxiao Technology: -2.82% with a turnover rate of 12.64% and a main capital flow of -145.70 million yuan [4]

Group 1 - The stock of China Gas Holdings (01635.HK) experienced a decline of over 11% on September 24, following a significant increase of over 30% in the previous two trading days [1] - As of the time of reporting, the stock was down 11.44%, trading at HKD 3.33, with a trading volume of HKD 1.75 billion [1]

Group 1 - UBS downgraded the investment rating of Hongkong Electric Holdings (02638) from "Buy" to "Neutral" while maintaining the target price at HKD 6, citing a year-to-date stock price increase of 20%, outperforming Hong Kong utility stocks by approximately 16 percentage points, indicating that the current price reflects its defensive nature [1] - The firm anticipates that as the US enters a rate-cutting cycle, the yield on the US 10-year Treasury is expected to decline from the current 4.1% to 3.8% by the end of 2025 and to 3.4% by the end of 2026, which may lead to a recovery in risk appetite and a shift of funds towards growth stocks, diminishing the appeal of defensive stocks like Hongkong Electric [1] - Currently, Hongkong Electric's forward dividend yield stands at 5.3%, with a premium of 115 basis points over the US 10-year Treasury yield, which is more than one standard deviation below the historical average; the premium over the industry average is only 11 basis points, also below the historical average of 89 basis points, with profit forecasts for 2025 to 2027 aligning with market expectations [1] Group 2 - In comparison, Cheung Kong Infrastructure Holdings (01038) presents a more attractive valuation, with regulatory adjustments in the UK and Australia, as well as potential mergers and acquisitions, offering additional growth opportunities [1]

Group 1 - UBS downgraded the investment rating of Power Assets Holdings (02638) from "Buy" to "Neutral" while maintaining the target price at HKD 6, citing a 20% year-to-date stock price increase that outperformed Hong Kong utility stocks by approximately 16 percentage points, indicating that the current price reflects its defensive nature [1][1][1] - The firm anticipates that as the US enters a rate-cutting cycle, the yield on the US 10-year Treasury bond is expected to decline from the current 4.1% to 3.8% by the end of 2025 and to 3.4% by the end of 2026, which may lead to a shift in capital towards growth stocks, diminishing the appeal of defensive stocks like Power Assets [1][1][1] - Currently, Power Assets has a forward dividend yield of 5.3%, which is a premium of 115 basis points over the US 10-year Treasury yield, but this is more than one standard deviation below the historical average; the premium over the industry average is only 11 basis points, also below the historical average of 89 basis points [1][1][1] Group 2 - The earnings forecasts for Power Assets from 2025 to 2027 are in line with market expectations, while Cheung Kong Infrastructure Holdings (01038) presents a more attractive valuation, with regulatory adjustments in the UK and Australia, as well as potential mergers and acquisitions, offering more growth opportunities [1][1][1]