海峡西岸概念
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A股,这些板块涨停潮!
Zheng Quan Shi Bao· 2025-10-28 05:06
Market Overview - The A-share market indices showed a fluctuating trend, with the Shanghai Composite Index surpassing 4000 points for the first time since August 2015, marking a 10-year high [1] - The Shanghai Composite Index closed at 4005.44, up by 0.21%, while the Shenzhen Component Index rose by 0.52% to 13559.57 [2] - There was a noticeable structural differentiation in the market, with sectors like software development, aviation, and shipping seeing gains of over 1%, while coal and precious metals experienced declines exceeding 1% [2] Sector Performance - The Straits West Coast concept stocks continued to perform strongly, with Hai Xia Chuang Xin (300300) hitting a 20% limit up, and several other stocks like Luqiao Information and Longzhu Technology rising over 10% [3] - The PCB sector also saw significant gains, with companies like Helitai and Jingwang Electronics reaching their daily limit up [7] Investment Opportunities - The PCB industry leader Shenghong Technology reported impressive Q3 results, with revenue of 5.086 billion yuan, a year-on-year increase of 78.95%, and a net profit of 1.102 billion yuan, up 260.52% [8] - Shenghong's performance reflects the growing demand for PCB technology driven by AI servers, high-speed communication, and automotive electronics, indicating a robust growth trajectory for the sector [9] New Listings - Three unprofitable companies debuted on the STAR Market, with N Yicai-U opening up 361%, N Heyuan-U up 202%, and N Bibete-U up 175% [10] - He Yuan Bio, a company focused on innovative drugs, has eight products in its pipeline, including a recently approved drug for liver cirrhosis [10][11]