今年前三季度新开户数达到2014.89万户 同比增长近五成 10月10日，上交所官网发布的新开户数据显示，今年9月上交所A股新开户数达到293.72万户，较8月的 新开户数265.03万户环比增长10.83%，9月新开户数远超去年同期水平，同比增长60.73%，去年9月数据 为182.74万户。至此，今年前三季度A股新开户数合计已达2014.89万户，较2024年前三季度新开户数 1346.46万户同比增长49.64%。 10月9日，抖音电商正式启动"抖音商城双11好物节"，推出"立减折扣""一件直降""消费券"等优惠活 动，同时配合亿级现金补贴与千亿级流量、资源扶持，让消费者无需凑单即可用好价购好物，进一步提 升购物体验，助力商家降本增收。今年"双11"，抖音电商主打"简单优惠"，重点优化消费者购物体验。 平台推出了"立减折扣"与"一件直降"核心商品玩法，立减优惠力度为15%及以上。消费者无需费力计算 或拼单凑单，即可直接以优惠价格购得心仪商品。除了面向消费者的让利，今年"双11"，抖音电商对商 家侧的支持力度也显著提升。年初，抖音电商推出了涵盖商品卡免佣、多类目免佣、降低运费险、优化 算法机制等在内的九大 ...

近半年该股累计上榜龙虎榜15次，上榜次日股价平均跌1.49%，上榜后5日平均跌1.77%。 资金流向方面，今日该股主力资金净流入6035.22万元，其中，特大单净流入8444.71万元，大单资金净 流出2409.49万元。近5日主力资金净流出1822.47万元。（数据宝） 晓程科技今日上涨8.92%，全天换手率36.46%，成交额25.95亿元，振幅6.57%。龙虎榜数据显示，机构 净卖出9721.41万元，营业部席位合计净买入1.04亿元。 深交所公开信息显示，当日该股因日换手率达36.46%上榜，机构专用席位净卖出9721.41万元。 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6.24亿元，其中，买入成交额为3.15亿 元，卖出成交额为3.09亿元，合计净买入646.62万元。 具体来看，今日上榜的营业部中，共有6家机构专用席位现身，即买一、买三、买四、卖一、卖二、卖 三、卖四、卖五，合计买入金额2.07亿元，卖出金额3.04亿元，合计净卖出9721.41万元。 晓程科技10月9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） | | --- | --- | ...

Group 1 - JD Qixian's online order volume during the Mid-Autumn Festival and National Day holiday increased by 171% year-on-year, with self-owned brand sales up by 264% [1] - The sales of mooncake gift boxes surged by 595% year-on-year, while fruit gift boxes saw a 583% increase [1] - The overall sales of various seafood products grew by nearly 100%, and the liquor category's sales increased by 109% [1] Group 2 - JD Discount Supermarket's six stores received over 5 million customers from September 20 to October 6, with mooncake sales up over 300% compared to previous periods [2] Group 3 - The "All Girls' Happy Market" event in Guangzhou allowed consumers to try products before purchasing, featuring over 30 popular brands [4] - The event is part of a strategy to bring online shopping experiences into physical spaces [4] Group 4 - The Gaode Nightlife Report indicated that Nanchang was the most popular city for nightlife during the National Day holiday, with significant increases in tourism to second and third-tier cities [6] Group 5 - Domestic gold jewelry prices have risen sharply, with prices for 24K gold jewelry reaching 1,157 CNY per gram, an increase of 16 CNY from the previous day [9] Group 6 - Xiaomi's 17 series launch exceeded expectations, with promotional offers continuing until October 31 [9] Group 7 - Sa Sa International reported a sales increase of 8.4% year-on-year for the second quarter, with Hong Kong and Macau sales up by 10.1% [9] Group 8 - Tmall Supermarket announced a goal for the upcoming Double 11 shopping festival to achieve delivery within 4 hours, expanding its service capabilities [10] Group 9 - SHEIN plans to open its first permanent physical stores in France in November, marking a shift from its primarily online business model [11] Group 10 - Mixue Ice Cream has acquired a 53% stake in the fresh beer brand "Fulu Jia" for 297 million CNY, expanding into the beer market [12] - Despite a 39.3% revenue growth in the first half of the year, Mixue faces challenges with a 40% stock price drop over three months [12] Group 11 - Dazhong Dianping's "Quality Takeaway" service saw a 164% increase in user traffic from smaller cities during the holiday, indicating a shift in consumer behavior [15] Group 12 - The restaurant brand "Eating Emperor" closed all three of its Shanghai locations due to lease expirations, reflecting challenges in the restaurant industry amid rising costs and competition [17] - The retail sector experienced a split during the holiday, with online sales booming while traditional supermarkets faced declining foot traffic and increased costs [17]

9月29日，ST长园（600525.SH，长园科技集团股份有限公司）公布聘任公司总裁的公告。 公告称，董事会审议通过了议案，同意聘任强卫担任公司总裁，任期自本次董事会审议通过之日起至第 九届董事会任期届满时止。 简历显示，强卫，男，1980年出生，中国国籍，无境外永久居留权，本科学历。自2010年起历任长园深 瑞继保自动化有限公司营销总监、总经理助理、长园电力技术有限公司总经理，2022年至今任长园深瑞 继保自动化有限公司总经理，2024年1月至今任公司副总裁。截至目前，强卫持有公司股票403200股。 值得注意的是，该议案获得7票同意，2票反对，0票弃权。董事陈美川、邓湘湘投出反对票。 4月29日，董事会收到公司总裁吴启权的书面辞职报告，吴启权因个人原因申请辞去公司总裁职务，公 司聘任乔文健担任公司总裁，任期自董事会审议通过之日起至第九届董事会任期届满之日止。 但乔文健仅担任总裁不到半年就宣布辞职。 9月27日，ST长园公告，公司2025年第五次临时股东大会选举乔文健为公司董事，根据《上海证券交易 所上市公司自律监管指引第1号——规范运作》"上市公司董事会中兼任公司高级管理人员以及由职工代 表担任的董事人数 ...

Group 1 - Pop Mart's revenue surpasses Disney for the first time, with the price of blind boxes skyrocketing to 1499 yuan, indicating strong market demand [4][1] - The secondary market price for the hidden "Little Bear Biscuit" pendant has surged to 929 yuan, a 16-fold increase from the official price of 59 yuan [4] - The overall price for a complete box has increased from 354 yuan to 1499 yuan, with over 3000 clicks on the platform indicating consumer interest [4] Group 2 - Gold prices have surged, with spot gold breaking the 3850 USD mark, reaching a record high of 3851.879 USD per ounce [3][4] - This price increase has been ongoing for seven consecutive days, surpassing the previous high of 3834.12 USD per ounce [4] Group 3 - Xiaomi's 17 Pro model has gained popularity due to its unique "back screen" feature, which has sparked discussions on social media [3][4] - The concept of "pain machines" is derived from Japanese "otaku culture," where items are customized with anime and game elements [4] Group 4 - Yu Chengdong has been appointed to lead Huawei's IRB, with the appointment personally signed off by Ren Zhengfei [5] - Jensen Huang has sold 225,000 shares of NVIDIA, cashing out over 40 million USD [6] - Apple had plans to launch an 8GB budget iPad, with a prototype recently exposed [6]

Group 1: OPPO and Under Armour - OPPO has initiated a new imaging product series, leveraging over 17 years of mobile imaging technology, with plans to launch by 2026 [1] - Under Armour has opened its first flagship outdoor store in Shanghai, expanding its presence in 22 provinces and municipalities across China [1] Group 2: Strategic Partnerships and Projects - Xiamen Tungsten New Energy signed a strategic cooperation framework agreement with Zhongwei New Materials, projecting annual supply and demand of 40,000 tons for cobalt tetroxide and 50,000 tons for ternary precursors from 2025 to 2028 [2] - Donghua Technology's lithium carbonate project in Tibet has completed a 120-hour functional assessment, marking its readiness for official production [3] Group 3: Media and Entertainment - Light Chaser Animation is exploring the micro-short drama market and is planning to establish a related company [4] Group 4: Technology and Financing - DeepSeek V3.2 and GLM-4.6 models are set to be released soon, with the former already uploaded to HuggingFace [5] - "Linghou Robotics" completed over 100 million yuan in Series A financing, aimed at R&D and capacity expansion in industrial automation [7] - "Maike Technology" also secured Series A financing in the range of hundreds of millions, focusing on TGV process development [9] Group 5: Investment Trends - Fidelity International reports a significant increase in global investor interest in Chinese assets, with hedge funds actively participating in the Chinese stock market [10] - The National Development and Reform Commission supports private enterprises' deep involvement in the "Artificial Intelligence+" initiative, highlighting the growth of AI-related private companies [11] Group 6: Industry Growth Plans - The Ministry of Industry and Information Technology and other departments issued a plan for the mechanical industry, targeting an average annual revenue growth rate of around 3.5% and aiming to exceed 10 trillion yuan in revenue by 2026 [12]

Group 1 - The A-share market experienced a significant decline in trading volume, with the average daily trading volume of the Wind All A index dropping to 2.31 trillion from 2.52 trillion [1] - The market showed a mixed performance across sectors, with power equipment (3.86%), non-ferrous metals (3.52%), and electronics (3.51%) performing relatively well, while retail (-4.32%), comprehensive (-4.61%), and social services (-5.92%) sectors lagged [1] Group 2 - In August, the profits of large-scale industrial enterprises in China saw a year-on-year increase, primarily due to a low base effect, with cumulative profit growth for January to August at 0.9%, recovering from -1.7% in July [2] - The upstream industries showed overall improvement, particularly in the non-ferrous sector, while the midstream sectors like general and electronic equipment experienced a decline in profit growth [2] - The outlook for September indicates a similar performance to August, with moderate results in exports, infrastructure, and production, while consumption showed signs of weakening [2] Group 3 - Recent strong economic data from the U.S. has tempered expectations for interest rate cuts, with analysts raising growth forecasts for the U.S. economy for 2025 to 2026 [3] - Upcoming U.S. employment data, PMI, and trade figures are anticipated to influence the Federal Open Market Committee's decisions in October [3] Group 4 - The market is currently in a period of fluctuation, influenced by recent government briefings on the "14th Five-Year Plan" and future policy directions, leading to some investors opting to take profits [4] - Despite short-term volatility, the overall market trend for the fourth quarter remains positive, with a focus on technological advancements and improved shareholder returns [4] - The rapid growth of new productivity, particularly in AI, is expected to sustain structural market trends in A-shares [4] Group 5 - As the policy window in mid-October approaches, there is an increasing clarity regarding the strengthening of policies in the fourth quarter, with expectations for indices to recover and rise [5] - The investment strategy should focus on new technology trends, particularly in AI, and sectors benefiting from the "anti-involution" policies [5] - Potential beneficiaries of the "15th Five-Year Plan" include emerging technologies and sectors related to domestic demand expansion [6]

Economic Indicators - The U.S. personal consumption expenditures (PCE) have shown steady growth for the third consecutive month, with the core PCE inflation indicator meeting expectations at a year-on-year increase of 2.9% [1][4]. - The Michigan Consumer Sentiment Index has dropped to a four-month low, indicating rising concerns about income [4]. Market Performance - U.S. stock markets closed higher last Friday, buoyed by inflation data that met expectations, while long-term Treasury yields rose due to strong consumer spending data from August [2]. - The Nasdaq index closed at 22,484.07, up 0.44% for the day and 16.43% year-to-date; the S&P 500 index closed at 6,643.70, up 0.59% for the day and 12.96% year-to-date; the Dow Jones Industrial Average closed at 46,247.29, up 0.65% for the day and 8.70% year-to-date [3]. Commodity Prices - Oil prices have increased, influenced by drone attacks on Russian energy infrastructure, which have impacted fuel exports [2]. - Gold prices have risen, marking six consecutive weeks of increases [2]. Federal Reserve Insights - The Richmond Fed President noted that while unemployment and inflation rates deviate from the Fed's targets, the risks of further deterioration are limited [5]. - The Fed's Vice Chair Bowman emphasized the need for a smaller balance sheet and reforms in monetary policy implementation [5]. Trade and Tariffs - The Trump administration is reportedly considering imposing tariffs on foreign electronic devices based on the number of chips in each device [6]. - The U.S. is insisting that India cease purchasing Russian oil in exchange for a trade agreement [8]. Corporate Developments - Apple Inc. is reportedly developing an iPhone application similar to ChatGPT to assist in testing the new version of Siri [8]. - ByteDance may retain a significant share of profits from TikTok's U.S. operations even after selling a majority stake [10]. Chinese Economic Developments - The People's Bank of China has maintained a "moderately loose" monetary policy stance while emphasizing the need for effective implementation of policies [11]. - China's industrial profits surged by 20.4% year-on-year in August, marking the first growth in four months [11].

Group 1 - The Hang Seng Index experienced a pullback to the 20-day moving average due to month-end effects and renewed U.S. tariffs [1] - The U.S. government shutdown is a major concern, with funding set to expire on September 30, potentially affecting millions of federal jobs [1] - China's industrial profits in August showed a significant recovery, increasing by 20.4% after a previous decline of 1.5%, indicating the effectiveness of anti-involution policies [1] Group 2 - Tesla is focusing on scaling up the production of its Optimus robot, with reports of a meeting between Elon Musk and UAE media officials [2] - Meta has announced the development of humanoid robot systems, indicating a strategic focus on robotics alongside augmented reality [2] Group 3 - The new energy storage market is facing a shortage of battery cells, with orders extending into next year [3] - Tongguan Gold (00340) is highlighted as a developing gold mining company with significant resources and a long-term agreement with Zijin Mining [3] Group 4 - Meta has concluded the release of new AI glasses, with supply chain orders for 12-13 million units this year and an upward revision to 30 million units for next year [4] - The expected shipment volume for Meta's AI glasses in 2025 is projected to be around 5-6 million units, with a significant increase anticipated in Q4 [4][5] Group 5 - The supply chain for Meta's AI glasses is expected to face challenges, with potential delays in component availability impacting shipment timelines [5] - Meta's confidence in the AI glasses product line suggests a strong order forecast to meet anticipated demand [5][6] Group 6 - The successful sales of Meta's AI glasses in 2025 and 2026 would validate the viability of the AI glasses category [6] - Recommendations for investment include focusing on Sunny Optical (02382) and upstream silicon carbide substrate supplier Tianyue Advanced (02631) [6]

Core Insights - In September, a total of 154 public fund institutions participated in A-share research activities, covering 605 stocks across 28 Shenwan primary industries, with a total of 4,275 research instances recorded [1][3] Group 1: Stock Research Highlights - 44 stocks were particularly favored by public fund institutions, each receiving at least 20 research instances, with the top stock, Jing Sheng Machinery, attracting 81 instances, accounting for nearly 40% of the participating institutions [1][2] - The second most researched stock was Juhe Materials, with 69 instances, followed by several stocks in the machinery equipment sector, including Huichuan Technology (61 instances), Zhonglian Heavy Industry (47 instances), and others [2][3] Group 2: Industry Focus - The machinery equipment industry was the most researched sector in September, with 90 stocks receiving attention and a total of 709 research instances, followed closely by the electronics industry with 83 stocks and 702 instances [3] - Other sectors such as electric power equipment, pharmaceuticals, and basic chemicals also received significant attention, each with over 40 stocks and more than 300 research instances [3] Group 3: Institutional Participation - A total of 85 public fund institutions were active in research, with 28 institutions conducting over 50 research instances each [3] - Among these, Huaxia Fund led with 107 research instances, followed by Fuguo Fund with 101 and Bosera Fund with 99, focusing primarily on machinery equipment and electronics sectors [3][4]