9月29日，A股市场再度走强。在"牛市旗手"券商股的带动下，三大指数集体收红。 截至收盘，沪指涨0.9%，深证成指涨2.05%，创业板指涨2.74%。沪深两市成交额2.16万亿，较上一个交易日放量146亿。全市场超3500只个股上涨。 盘面上，能源金属、券商板块大涨，贵金属、固态电池、盐湖提锂板块表现活跃；教育板块领跌，黑色家电、互联网电商板块表现低迷。 具体来看，固态电池概念股表现活跃，天赐材料、湘潭电化、万润新能等9股封板。 券商股午后集体爆发 与此同时，花旗将中国股票评级调至"增持"。 花旗集团将欧洲股票评级从"增持"下调至"中性"，指出这是由于经济指标表现疲软，以及美国关税对该地区经济增长可能存在滞后影响。花旗表示，目前 更看好中国股市而非欧洲股市，并将中国股票评级调至"增持"，因对人工智能持乐观看法，且本地股市资金流入势头强劲。 释放了什么信号？ 可以说，在当前市场结构当中，券商股可能是唯一没有怎么涨过，却又非常具有确定性机会的板块。 9月24日，浙商证券公告显示，为促进信用业务发展及做好融资类业务规模管控，董事会同意调增融资类业务规模，将融资类业务规模由400亿元提高至 500亿元。2025年内已 ...

2025.09. 29 A股三大股指集体收涨,市场全天呈现"探底回升、强势反弹"的态势,上证指数早盘在3800 点整数关口获得支撑后震荡走高,深证成指和创业板指则创出阶段新高,上升趋势保持良 好。 3574家上涨 涨跌停比 个股市场呈现普涨格局,赚钱效应较好,新能源 赛道全线爆发,能源金属、电池、固态电池、储 能等板块涨幅居前,大金融午后拉升,教育板块 领跌,黑色家电、互联网电商板块表现低迷。 两市成交额 万亿元 ▲ +0.68% 今日两市成交额微幅放量,连续保持在2万亿 元以上的高位,市场基础流动性充裕,交投活 跃度仍较高,成交额呈现显著结构分化,深市 量能份额远超沪市,与科技股为主的成长板块 交投活跃形成呼应。 资金情绪 今天你冲了还是撤了? 加仓 28.14% 减仓 21.20% 09/29 按兵不动 50.66% 0 28.14% 个百分点 仓 版 加 主力资金净流入 散户资金净流入 机构"谨慎中转向乐观,布局节后",持股过节成主流,部分机构选择观望或小幅减仓以规避风险,午后权 重板块发力增强机构对节后行情信心,机构资金明显流向有政策支持和产业趋势的方向;散户"参与热情 回升,积极追涨",部分散户选择 ...

沪深股通今日合计成交2946.18亿，其中紫金矿业和宁德时代分居沪股通和深股通个股成交额首位。板 块主力资金方面，非银金融板块主力资金净流入居首。ETF成交方面，今天证券板块交投活跃，香港证 券ETF（513090）成交额环比增长458%。此外，科创50ETF(588000)从八月中下旬起连续6周份额大 减，上周份额减少17.96亿份。期指持仓方面，IF期指主力合约空头加仓超12000手，较多头多加仓超 2000手。龙虎榜方面，资金激烈博弈大金融方向，汇金股份获两家机构买入9573万，获国泰海通证券咸 宁大道席位买入6164万，遭一家机构卖出3315万。广发证券获深股通席位买入3957万，获三家机构买入 2.5亿，遭三家机构卖出1.5亿。 一、沪深股通前十大成交 今日沪股通总成交金额为1430.68亿，深股通总成交金额为1515.50亿。 | | | 护肢通( | 9月29日 ) | | | | --- | --- | --- | --- | --- | --- | | 排名 | 股票代码 | 股票名称 | 成交金額 (亿元) | 前一交易日净买入额 (亿元) | 涨幅(%) | | 1 | 6681899 ...

Core Insights - The energy metals sector experienced a significant increase of 4.85% on September 29, with Boqian New Materials leading the gains [1] - The Shanghai Composite Index closed at 3862.53, up 0.9%, while the Shenzhen Component Index closed at 13479.43, up 2.05% [1] Sector Performance - Boqian New Materials (605376) saw a closing price of 59.49, with a rise of 10.00% and a trading volume of 18,400 lots, amounting to 110 million yuan [1] - Ganfeng Lithium (002460) closed at 58.50, up 7.83%, with a trading volume of 1,189,500 lots and a transaction value of 6.772 billion yuan [1] - Other notable performers included: - Sai Rui Aluminum (300618) at 53.24, up 5.78% [1] - Huayou Cobalt (603799) at 60.25, up 5.46% [1] - Tengyuan Diamond (301219) at 72.27, up 5.20% [1] Capital Flow - The energy metals sector saw a net inflow of 1.344 billion yuan from main funds, while retail funds experienced a net outflow of 828 million yuan [1] - Ganfeng Lithium had a main fund net inflow of 5.42 billion yuan, but retail funds saw a net outflow of 2.96 billion yuan [2] - Huayou Cobalt also reported a main fund net inflow of 4.97 billion yuan, with retail funds experiencing a net outflow of 4.53 billion yuan [2]

本文字数：885，阅读时长大约1分钟 作者 | 一财阿驴 9月29日，A股三大指数集体收涨，截至收盘，沪指涨0.9%，深证成指涨2.05%，创业板指涨2.74%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | my | 3862.53 c | 34.43 | 0.90% | | 399001 | 深证成指 | my | 13479.43c | 270.43 | 2.05% | | 399006 | 创业板指 | in / | 3238.01 c | 86.48 | 2.74% | 盘面上，能源金属、券商板块大涨，贵金属、固态电池、盐湖提锂板块表现活跃；教育板块领跌，黑色 家电、互联网电商板块表现低迷。 具体来看，固态电池概念股表现活跃，天赐材料、湘潭电化、万润新能等9股封板。 券商股集体爆发，广发证券、华泰证券、国盛金控涨停。 沪深两市成交额2.16万亿，较上一个交易日放量146亿。全市场超3500只个股上涨。 2025.09. 29 国泰海通： 近期市场出现波动有所调整，但不 ...

全市场超3500只个股上涨。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | my | 3862.53c | 34.43 | 0.90% | | 399001 | 深证成指 | my | 13479.43c | 270.43 | 2.05% | | 399006 | 创业板指 | my | 3238.01c | 86.48 | 2.74% | 主力资金全天净流入证券、消费电子、能源金属等板块，净流出医药生物、装修装饰等板块。 具体到个股来看，领益智造、东方财富、中信证券获净流入34.31亿元、29.93亿元、17.01亿元。 盘面上，能源金属、券商板块大涨，贵金属、固态电池、盐湖提锂板块表现活跃；教育板块领跌，黑色家电、互联网电商板块表现低 迷。 具体来看，固态电池概念股表现活跃，天赐材料、湘潭电化、万润新能等9股封板。 券商股集体爆发，广发证券、华泰证券、国盛金控涨停。 沪深两市成交额2.16万亿，较上一个交易日放量146亿。全市场超3500只个股上涨。 【资金流向】 9月29 ...

Market Performance - The Shanghai and Shenzhen stock markets opened higher on September 29, with significant gains in the afternoon driven by the securities sector [1] - The Shanghai Composite Index closed at 3862.53 points, up 0.90%, with a trading volume of approximately 968.2 billion [1] - The Shenzhen Component Index reached a new high, closing at 13479.43 points, up 2.05%, with a trading volume of about 1193.3 billion [1] - The ChiNext Index also hit a new closing high at 3238.01 points, up 2.74%, with a trading volume of around 574.7 billion [1] Sector Performance - Strong performance was noted in the lithium battery supply chain stocks during the morning session, with significant gains in sectors such as energy metals, non-ferrous metals, lithium mining, sodium batteries, solid-state batteries, engineering machinery, diversified finance, precious metals, steel, photovoltaic equipment, and insurance [1] - Conversely, sectors such as cultural education and leisure, chemical fiber, and coal experienced declines [1] Regulatory Developments - The China Household Electrical Appliances Association issued an initiative to eliminate disorderly price competition and promote a healthy market environment, emphasizing fair competition and high-quality development [3] - The association called for strict adherence to product quality standards and improved service levels across the industry, while opposing unfair competition practices [3] Drug Regulatory Oversight - The National Medical Products Administration announced intensified regulatory efforts in the pharmaceutical sector, focusing on traditional Chinese medicine, online sales, and medical aesthetics [4] - The administration aims to enhance clinical trial supervision and expedite the market entry of urgently needed drugs, while also tightening regulations in key areas [4]

每经AI快讯，9月29日，A股能源金属板块震荡走高，赣锋锂业涨超8%，中矿资源、华友钴业、腾远钴 业、天华新能、天齐锂业等个股跟涨。 （文章来源：每日经济新闻） ...

Core Viewpoint - Cangge Mining's stock has shown significant growth this year, with a year-to-date increase of 107.59%, indicating strong market performance and investor interest [1] Financial Performance - For the first half of 2025, Cangge Mining reported operating revenue of 1.678 billion yuan, a year-on-year decrease of 4.74%, while net profit attributable to shareholders increased by 38.80% to 1.8 billion yuan [2] - Cangge Mining has distributed a total of 9.629 billion yuan in dividends since its A-share listing, with 5.998 billion yuan distributed over the past three years [3] Stock Market Activity - As of September 29, Cangge Mining's stock price reached 55.49 yuan per share, with a market capitalization of 87.132 billion yuan [1] - The stock experienced a trading volume of 484 million yuan and a turnover rate of 0.56% on the same day [1] - The stock has seen a recent net outflow of 31.5 million yuan in principal funds, with significant buying and selling activity from large orders [1] Shareholder Information - As of July 18, the number of shareholders for Cangge Mining increased to 29,400, with an average of 53,435 circulating shares per shareholder, a decrease of 4.22% [2] - Major shareholders include Hong Kong Central Clearing Limited and Shenwan Hongyuan Securities, both of which increased their holdings compared to the previous period [3]

| 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 | 电池 | 4.26 | 2665.81 | 871.95 | 85.10 | તેર | র্ব | | 2 | 能源等属 | 3.58 | 303.62 | 143.35 | 13.18 | 13 | 0 | | 3 | 音等屋 | 2.50 | 487.39 | 81.40 | 8.35 | 11 | 0 | | 4 | 证券 | 2.39 | 2776.19 | 402.94 | 82.72 | 50 | 0 | | 5 | 光伏设备 | 1.94 | 1403.42 | 394.77 | 24.19 | 61 | 13 | | 6 | 消费电子 | 1.80 | 2146.38 | 616.78 | 43.33 | 77 | 19 | | 7 | 其他电源设备 | 1.61 | 844.05 | 156.39 | 4.28 | 19 | 13 | | ...