本周，创业板成长指数上涨2.3%，创业板指数上涨2.1%、实现周线六连阳，创业板中盘200指数上涨2.0%，创业板ETF （159915）本周净流入超8亿元。 | | 创业板 | 创业板中盘 | 创业板成长 | | --- | --- | --- | --- | | | 指数 | 200指数 | 指数 | | 本周涨跌幅 | 2. 1% | 2. 0% | 2. 3% | | 指数滚动 市盈率 | 42.7倍 | 130.0倍 | 39.8倍 | | 滚动市盈率 分位 | 40. 2% | 该指数2023年 11月15日发布 | 43. 8% | | 跟踪该 | 创业板ETF | 创业板200ETF | 创业板成长ETF | | 指数的ETF | (159915) | 易方达 (159572) | 易方达 (159597) | 电子行业合计占比超55% 创业板中盘200指数 S 由创业板中市值中等、流动性较好的200只股票组 成,反映创业板市场中盘代表性公司的整体表现, 信息技术行业占比超40% 创业板指数 8 干 8 千 8 宁 8 号 8 号 8 号 8 号 8 号 8 号 8 号 8 号 8 号 8 ： ...

每经头条（nbdtoutiao）——一次自救，"奥特曼"竟埋下百亿元损失的"时间炸弹"，现在被引爆！有人 却在疯狂赚钱⋯⋯ （记者 张明双） 截至发稿，*ST赛隆市值为24亿元。 每经AI快讯，*ST赛隆（SZ 002898，收盘价：13.75元）9月12日晚间发布公告称，公司第四届第十四次 董事会会议于2025年9月12日在珠海市香洲区南湾北路31号2单元21层公司会议室以现场及通讯相结合的 方式召开。会议审议了《关于续聘公司2025年度审计机构的议案》等文件。 2025年1至6月份，*ST赛隆的营业收入构成为：医药制造业占比59.82%，电子行业占比39.78%，其他业 务占比0.4%。 ...

2025 年 9 月 12 日 晨会速递 分析师点评 市场数据 总量研究 【策略】牛市中，板块轮动有何规律？——解密牛市系列之四 历史来看，流动性驱动行情下，前期关注金融、中期关注 TMT、后期关注金融；基 本面驱动行情下，前期关注消费、中期关注制造、后期关注地产。本轮牛市目前或以 流动性驱动为主，可能正处于中期，TMT 或成为牛市中期主线，当前可重点关注， 若行情逐渐过渡至后期，可关注金融板块。未来牛市若转向基本面驱动，先进制造值 得重点关注，若行情演绎至后期，可关注地产板块。 行业研究 【电子】25Q2 电子行业 AI、PCB、英伟达供应链等领域净利润同比增速较快——电 子行业 2025 年二季报总结(买入) 2025 年 Q2 全行业（A 股）652 家公司归母净利润为 1,368.2 亿元，同比+35%，环 比+34%。其中，25Q2 归母净利润同比增速排名前 3 的子行业为 AI 供应链（25Q2 归母净利润为 174.7 亿元，同比+87%，下同）、PCB（70.0 亿元，+68%）、英伟 达供应链（128.6 亿元，+67%）。 【基化】AI 拉动半导体材料需求增长，25H1 行业上市公司业绩向 ...

Group 1: Company Performance and Achievements - Zhongke Xinsong has deployed up to 40 collaborative robots at the FAW-Volkswagen engine factory, reflecting customer recognition and increasing orders [1] - The company experienced a twofold increase in output last year and has already matched last year's total output in just the first half of this year [1] - The first seven months of this year saw Shanghai's robot manufacturing maintain double-digit growth for six consecutive months, aligning with Zhongke Xinsong's high-quality development trajectory [1] Group 2: Innovation and Product Development - Zhongke Xinsong's Doco brand developed China's first seven-axis collaborative robot in 2015, marking its entry into international competition [2] - The company launched China's first 25-kilogram high-load collaborative robot in 2022, showcasing its commitment to innovation [2] - The first Doco robot was installed at the FAW-Volkswagen engine factory in 2020 and has operated without any faults since then [2] Group 3: Industry Trends and Market Position - Shanghai's manufacturing sector is focusing on high-quality development, with industrial added value growing by 5.2% year-on-year in the first seven months of this year, surpassing GDP growth for the first time in years [1] - The electronic industry in Shanghai saw a 17.8% increase in output value in the first seven months, with companies like Huaqin Technology and Quectel Communications performing exceptionally well [3] - The promotion of new energy vehicles in Shanghai exceeded 160,000 units in the first seven months, representing a year-on-year growth of 19.9% [4] Group 4: Upcoming Events and Industry Showcase - The 25th China International Industry Fair, set to begin on September 23, will showcase Shanghai's new industrialization paradigm focused on high-end, intelligent, and green development [4] - The fair will feature international exhibitors, with over 30% of participants being from abroad, highlighting the global interest in China's industrial innovations [4]

每经AI快讯，光华科技（SZ 002741，收盘价：22.35元）9月5日晚间发布公告称，持有公司股份约2491 万股的董事长陈汉昭先生拟在本减持计划公告之日起15个交易日后的3个月内以集中竞价方式减持公司 股份不超过约465万股。持有公司股份约33万股的财务总监蔡雯女士拟在本减持计划公告之日起15个交 易日后的3个月内以集中竞价方式减持公司股份不超过约8.33万股。持有公司股份约17.83万股的董事会 秘书杨荣政先生拟在本减持计划公告之日起15个交易日后的3个月内以集中竞价方式减持公司股份不超 过约4.46万股。 每经头条（nbdtoutiao）——烤肉店里洗头、西湖边开面包店、进军高端酒店……海底捞"不务正业"背 后：子品牌存活率不足50% （记者 王晓波） 截至发稿，光华科技市值为104亿元。 2025年1至6月份，光华科技的营业收入构成为：电子行业占比100.0%。 ...

Group 1 - The stock price of Hongxi Technology reached a historical high, increasing by 6.90% to 22.45 yuan, with a trading volume of 1.2242 million shares and a transaction value of 26.6259 million yuan, resulting in a turnover rate of 1.65% [2] - The total market capitalization of Hongxi Technology in A-shares is 1.661 billion yuan, with the same amount for the circulating market capitalization [2] - In the electronics industry, which has an overall decline of 0.70%, Hongxi Technology is among the top gainers, alongside Aibisen and Helitai, with respective increases of 6.90%, 5.46%, and 5.42% [2] Group 2 - The latest margin trading data shows that as of September 4, the margin balance for Hongxi Technology is 2.6078 million yuan, with a financing balance of the same amount, reflecting a decrease of 483,600 yuan over the past 10 days, a decline of 15.64% [2] - The company's semi-annual report indicates that it achieved an operating income of 206 million yuan in the first half of the year, a year-on-year decrease of 10.42%, and a net profit of 3.1504 million yuan, down 74.67% year-on-year, with basic earnings per share of 0.0400 yuan and a weighted average return on equity of 0.81% [2]

在盈利端，深市公司上半年实现归属于母公司股东的净利润5954.56亿元，同比增长8.88%。盈利结构持 续优化，近八成公司实现盈利，超过五成公司净利润同比增长，更有超两成公司盈利同比增幅超50%， 企业盈利的"含金量"与"覆盖面"同步提升。 在创新驱动发展战略的推动下，深市战略性新兴产业公司在业绩增长、研发投入、出海竞争力等方面均 交出亮眼答卷，成为推动经济高质量发展的"生力军"。2025年上半年，深市842家战略性新兴产业企业 合计营收1.49万亿元，平均每家营收17.67亿元，同比增长14.73%。其中，新一代信息技术产业表现最 为抢眼，营收同比增长20.41%，成为数字经济发展的核心动力；新能源汽车产业同样势头迅猛，净利 润同比增长34.37%，延续高增长态势。 在出海赛道上，战略性新兴产业公司表现亮眼。上半年实现境外收入4346.56亿元，同比增长23.59%， 境外业务收入占比达29.22%，同比提升3.61个百分点，产品与服务的国际竞争力持续增强，成为中国产 业"走出去"的重要力量。 2025年上半年，与新质生产力紧密相关的电子、电力设备、计算机、通信、汽车等行业，以及关乎国计 民生的家用电器、农 ...

每经头条（nbdtoutiao）——人口流失、土地闲置的城市要不要撤并？专访国家发改委专家高国力：未 来不排除，目前没到这阶段 （记者 曾健辉） 2025年1至6月份，浪潮信息的营业收入构成为：电子行业占比100.0%。 截至发稿，浪潮信息市值为939亿元。 每经AI快讯，浪潮信息（SZ 000977，收盘价：63.81元）9月2日晚间发布公告称，截至2025年8月31 日，公司通过回购专用证券账户以集中竞价交易方式累计回购公司股份约23万股，占公司总股本的 0.02%，最高成交价54元/股，最低成交价53.71元/股，成交总金额约1235万元。 ...

Group 1 - The company Guanghua Technology (SZ 002741) held its first meeting of the sixth board of directors on September 2, 2025, to review the proposal for electing members of the board's specialized committees [1] - For the first half of 2025, Guanghua Technology's revenue composition was entirely from the electronics industry, with a 100.0% share [1] - As of the report date, Guanghua Technology has a market capitalization of 10 billion yuan [1]

Group 1 - The uncertainty of US policies should not overshadow other trends and market fundamentals, as macro cycles remain important [2] - Central banks in Europe, Latin America, and Asia are in the mid to late stages of easing cycles, which began in 2024, potentially boosting domestic demand [2] - The gradual benefits from these trends may significantly enhance domestic demand in the coming quarters, creating investment opportunities in specific economies or sectors [2] Group 2 - Germany is moving away from fiscal conservatism, with increased investment and defense spending expected to drive GDP growth to an average of 1.5% between 2027-28 [7] - The shift from excessive saving to more investment and consumption is a positive factor for the Eurozone [7] Group 3 - China is focusing on stimulating private consumption rather than infrastructure-led fiscal stimulus, although consumer spending remains cautious due to ongoing pressures from the real estate sector [10] - A more substantial consumption-driven stimulus plan is seen as an upside risk for China's economy [10] - The competitive landscape in industries like electronics continues to thrive despite challenges, with targeted industrial policies expected to enhance urban competitiveness [10] Group 4 - Technological advancements, particularly in AI and semiconductor demand, are driving capital expenditures and economic growth in regions like the US, Middle East, and parts of Asia [11] - The investment cycle in technology is expected to persist over the coming years, despite potential risks [11] Group 5 - New technologies, influenced by tech nationalism, are becoming a focal point for governments, with the US aiming to consolidate its control over technology [14] - Despite external challenges, governments retain significant control over their business environments, which is expected to improve in the coming years [14] - India is projected to be the fastest-growing major economy from 2025-29, with ongoing improvements in its business environment [14]