Group 1 - In the past month (from August 18 to September 17), 69 companies listed on the Beijing Stock Exchange (BSE) received institutional research, with Naconor being the most followed, attracting 114 institutions [1] - The types of institutions conducting research include 69 from brokerage firms, 57 from funds, 51 from private equity, 34 from insurance, and 8 from overseas [1] - The companies receiving the most attention by industry include machinery equipment, basic chemicals, and electronics, with 13, 10, and 10 companies respectively [1] Group 2 - The average stock price of the companies that received institutional research increased by 6.93% over the past month, with 43 stocks rising, including KAIT and WANTONG, which rose by 67.58% and 50.18% respectively [2] - The average market capitalization of all companies on the BSE is 3.4 billion yuan, while the average market capitalization of the companies that received research is 4.736 billion yuan [2] - The companies with the highest market capitalization among those researched include Better Ray, Shuguang Digital Innovation, and Tiangong Co., with significant increases in their stock prices [2] Group 3 - The most frequently researched company was Youji Co., which received 3 rounds of institutional research, while others like Kelong New Materials, Audiwei, and Haidal received 2 rounds each [1] - The detailed list of companies researched includes Naconor, Kelong New Materials, Audiwei, and Haidal, with their respective stock performance and industry classifications provided [2][3][4]

（文章来源：证券时报网） Choice统计显示，9月17日，沪深两市可交易A股中，上涨个股有2357只，下跌个股有2636只，平盘个 股155只。不含当日上市新股，共有78只个股涨停，4只个股跌停。从所属行业来看，涨停个股主要集中 在汽车、电子、电力设备、建筑装饰、化工等行业。 ...

南财智讯9月17日电，三安光电公告，公司控股股东三安电子将其质押给浙商银行福州分行的3000万股 股份办理了解除质押手续。本次解除质押后，三安电子累计质押股份数量为57575万股，占其所持有本 公司股份的47.43%，占公司总股本比例为11.54%。三安电子及其控股股东三安集团合计持有本公司股 份数量为147045.69万股，占公司总股本比例为29.47%，累计质押股份数量为70395万股，占两家所持有 本公司股份的47.87%。三安电子本次解除质押的股份将根据实际需求确定股权质押融资计划，未来如 有变动，公司将按照相关法律法规要求及时履行信息披露义务。 ...

Market Overview - The Shanghai Composite Index increased by 0.37% with a trading volume of 1,231.67 million shares and a transaction amount of 19,435.79 billion yuan, representing a 3.06% increase compared to the previous trading day [1] Industry Performance - The top-performing industries included: - **Electric Power Equipment**: Increased by 2.52% with a transaction amount of 2,240.46 billion yuan, up 5.24% from the previous day, led by Zhejiang Hengwei with a rise of 19.99% [1] - **Automobile**: Increased by 1.90% with a transaction amount of 1,277.96 billion yuan, up 0.71%, led by Haon Automotive with a rise of 14.21% [1] - **Coal**: Increased by 1.79% with a transaction amount of 126.73 billion yuan, up 21.96%, led by Lu'an Environmental Energy with a rise of 7.13% [1] - The worst-performing industries included: - **Petroleum and Petrochemicals**: Decreased by 1.12% with a transaction amount of 83.90 billion yuan, up 5.09%, led by *ST Xinchao with a decline of 2.58% [2] - **Retail Trade**: Decreased by 0.85% with a transaction amount of 313.00 billion yuan, up 0.92%, led by Sanjiang Shopping with a decline of 6.63% [2] - **Agriculture, Forestry, Animal Husbandry, and Fishery**: Decreased by 0.81% with a transaction amount of 172.79 billion yuan, down 15.67%, led by Bangji Technology with a decline of 7.64% [2]

本报（chinatimes.net.cn）记者张玫 北京报道 "通过这场策略会，我好像找到了后续的投资方向……"有参会人士在会后表示。 2025年服贸会已经结束，但值得注意的是，9月12日，建信基金在服贸会现场举办了一场名为"信任的力 量"的策略会，会议对2025年下半年宏观经济与资产配置方向进行分析。 建信基金认为，科技板块与黄金资产下半年或可重点关注，而多元资产配置策略仍是应对复杂市场环境 的核心手段。 看好科技投资主线 建信基金数量投资部基金经理张溢麟在会上表示，科技领域方面，科创板已成为A股市场重要组成部 分。wind数据显示，截至2025年8月底，科创板上市公司达589家，总市值突破10万亿元，逐渐形成以科 创50、科创100、科创200为代表的多层次指数体系。 同时，张翠霞也提示，需关注部分高估值科技股年报业绩兑现压力及全球供应链变化带来的阶段性波 动。建议操作上以逢低吸纳为主，避免追高。她强调，资金正全面聚焦科技成长赛道，产业链资金扩散 效应将推动趋势性行情，科创板与创业板中的科技创新型企业将成为10倍牛股的摇篮，值得重点跟踪。 看好哑铃型配置结构 建信基金在其名为"星火科创"的2025年下半年 ...

天眼查App显示，近日，东莞市壳之缘科技有限公司成立，注册资本20万人民币，经营范围为一般项 目：五金产品研发；五金产品零售；五金产品批发；工艺美术品及礼仪用品销售（象牙及其制品除 外）；电子产品销售；塑料制品制造；塑料制品销售；玻璃纤维及制品销售；玻璃纤维及制品制造；功 能玻璃和新型光学材料销售；玻璃纤维增强塑料制品制造；玻璃纤维增强塑料制品销售；皮革销售；通 讯设备销售；包装材料及制品销售；日用玻璃制品销售。（除依法须经批准的项目外，凭营业执照依法 自主开展经营活动）。 ...

中诚信国际特别评论 www.ccxi.com.cn 特别评论 2025 年 9 月 目录 | 要点 | 1 | | --- | --- | | 主要关注因素 | 2 | | 结论 | 12 | 联络人 | 作者 | | | --- | --- | | 政府公共评级部 | | | 张丽华 | lhzhang@ccxi.com.cn | | 杨怡 | yangyi@ccxi.com.cn | 中诚信国际 一揽子化债以来，城投公司并购 上市公司事件特征观察 要点 ⚫ "一揽子化债方案"实施以来，在清隐债、退平台、融资受限等 背景下，为了突破融资限制，"城投转型"再度冲上"热点"， 2024 年城投公司并购上市公司事件有所上升。但受融资渠道的收紧、 资金压力的增大等影响，相较 2019~2023 年 6 月 30 日城投公司并 购上市公司特征来看，2023 年 7 月以来城投公司并购上市公司股 权单笔交易金额及溢价空间进一步收缩，同时被并购上市公司总 资产及盈利均呈下滑的趋势；另或因区县级城投公司融资渠道收 紧更为严重、资金压力更大，区县级城投公司并购上市公司积极 性下降明显。 ⚫ 2023 年 7 月 1 日至 2 ...

接着奏乐接着舞！今日（9月17日）午后，创业板指领涨超1.8%，科创板奋力跟上，覆盖两个板块高成 长龙头的硬科技宽基——双创龙头ETF（588330）场内价格盘中涨超1.3%，现涨1.03%，上探2021年12 月以来的阶段高点！实时成交额超5200万元，交投较为活跃！ 成份股方面，三环科技涨超8%，宁德时代涨逾7%，中芯国际涨近7%，亿联网络、中微公司、石头科技 等个股大幅跟涨。 1、分散风险，避免"把鸡蛋放在一个篮子里"：科技行业细分领域众多（如半导体、AI、新能源、创新 药等），技术迭代快，个股波动大。宽基指数一篮子买入一揽子成份股，能有效平滑单一赛道或个股的 黑天鹅风险； 2、抓住板块轮动，避免"踏空"：科技行情内部也存在轮动。宽基指数覆盖多个科技细分领域，有助于 投资者在行情轮动中把握整体趋势，避免因押错细分赛道而错失行情； 3、政策驱动，抓住行业上涨beta：国泰君安报告指出，本轮科技成长行情上涨，归结于政策的转向和 预期的改变，未来政策具体落地经济边际好转，将持续推动本轮行情，建议布局代表科技整体走势的宽 基指数，赚取行业向上Beta。 资金面上，截至发稿，双创龙头ETF（588330）标的指数 ...

Core Insights - The A-share market has seen significant market capitalization growth over the past year, particularly from September 24, 2024, to September 16, 2025, with 44 stocks increasing by over 100 billion yuan, 104 stocks by over 500 billion yuan, and 701 stocks by over 100 billion yuan [1][2]. Group 1: Market Capitalization Growth - Agricultural Bank of China led the market capitalization growth, increasing by 822.8 billion yuan from 15,778.78 billion yuan to 24,007.12 billion yuan, marking a growth rate of 59.23% [2]. - Industrial Fulian followed with an increase of 814.5 billion yuan, growing from 3,717.29 billion yuan to 11,862.06 billion yuan, representing a growth rate of 225.50% [2]. - Contemporary Amperex Technology Co., Ltd. (CATL) saw its market cap rise by 796.4 billion yuan, from 8,285.27 billion yuan to 16,249.26 billion yuan, with a growth rate of 93.16% [2]. Group 2: Other Notable Companies - China Construction Bank's market cap increased by 593.9 billion yuan, reaching 18,963.82 billion yuan, with a growth rate of 28.52% [2]. - Industrial and Commercial Bank of China (ICBC) experienced a market cap growth of 589.0 billion yuan, reaching 24,801.07 billion yuan, with a growth rate of 35.71% [2]. - Cambricon Technologies saw a remarkable increase of 513.7 billion yuan, growing from 887.55 billion yuan to 6,024.66 billion yuan, with a growth rate of 577.34% [2].

Group 1 - The Ministry of Commerce and eight other departments issued 19 specific measures to expand service consumption, focusing on enhancing service quality and promoting consumer activities [1] - The "Service Consumption Quality Improvement and Benefit Action" plan was introduced to strengthen policy support, build platforms, and optimize the consumption environment [1] - The initiative includes the continuous development of the "Buy in China" brand and the launch of a series of promotional activities in key service sectors [1] Group 2 - The Chinese Ministry of National Defense confirmed that the Fujian aircraft carrier is conducting sea trials, which is a normal part of its construction process [2] - The development of the aircraft carrier is aligned with national security needs and technological advancements, emphasizing China's commitment to a defensive national policy [2] - The Fujian carrier is expected to play a significant role in safeguarding national sovereignty and development interests [2] Group 3 - The China National Medical Products Administration released the first industry standard for medical devices using brain-computer interface technology, set to take effect on January 1, 2026 [4] - This standard aims to support the high-quality development of the brain-computer interface medical device industry [4] Group 4 - The Shenzhen Securities Regulatory Bureau issued a warning letter to Qianhai Hongtai Fund Management Co., Ltd. for failing to complete fund filing procedures after fundraising [5] - This action is based on violations of the Private Fund Management Regulations [5] Group 5 - Vanke A received a loan of up to 2.064 billion yuan from Shenzhen Metro Group [8] - Hengwei Technology plans to acquire 75% of Shuheng Technology's shares, leading to a stock suspension [8] - Shanghai Construction's stock has seen significant short-term gains, indicating potential market overheating [8] - Huohai Biotechnology's controlling shareholder received an administrative penalty notice [8] - Funeng Technology plans to mass-produce its third-generation semi-solid battery by 2026 [8] - Luxiao Technology signed an AI robot cooperation agreement with its subsidiary [8] - Haon Electric received a product designation notice, estimating total revenue of approximately 2.477 billion yuan over its lifecycle [8] - Haowei Group has entered NVIDIA's supply chain [8] - AVIC Optoelectronics has shipped UQD connectors and liquid cooling pipe components to overseas manufacturers [8]