协创数据在互动平台表示，公司的存储业务布局了从存储芯片封测到存储模组成品的全链条产业，目前 多种类型的存储产品已实现批量出货。 ...

固态&泛半导体变化梳理 20251008 摘要 固态电池领域，中小型公募机构资金涌入，工信部中期审查结果将引领 未来增速，头部大厂扩产计划受关注。选股应关注增量价值、竞争格局 和供应链企业。 半导体设备行业迎来资本开支向上拐点，存储涨价和先进制程突破是关 键。应优先考虑行业增长、国产化率低且市占率提升潜力大的方向。 固态电池技术攻坚和产品实现预计在 2025 年，2026 年进入产线建设 及供应链确认阶段，2027 年有望量产。2030 年需求或达 200- 300GWh。 固态电池生产设备相比液态电池有显著变化，前段和中段核心增量在于 干法设备和等加压设备，全固态生产线 CAPEX 预计是液态的五倍以上。 固态电池材料端最大增量来自电解质，其他环节产品升级也将拉动 ASP 提升。硫化锂的工艺路线选择需关注纯度、碳含量、颗粒度和金属杂质 等维度。 国内晶圆厂产能利用率持续提升，已达近三年高位，晶圆厂上市及再融 资进展顺利，为后续扩产提供资金保障。存储产品价格自 2025 年 9 月 起持续上涨。 国内算力芯片市场受多重催化，晶圆厂商如中芯国际 N+2 制程已可用 DUV 光刻机实现等效 7 纳米制程，并验证低 ...

中国资产爆发。 10月2日，港股开市。恒生指数和恒生科技指数双双高开高走，恒生指数盘中涨近2%，恒生科技指数盘中涨近4%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | HSI | 恒生指数 | 27287.12c | 431.56 | 1.61% | | HSTECH | 恒生科技 | 6682.86c | 217.20 | 3.36% | 具体板块方面，半导体表现强势，Wind香港半导体指数一度涨超10%。板块内个股中，骏码半导体涨近30%，中芯国际涨超12%，宏光半导体、华虹半导 体等涨超7%，晶门半导体涨超6%，上海复旦、英诺赛科涨超4%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | --- | --- | --- | --- | --- | | 8490 | 骏码半导体 | 0.210c | 0.047 | 28.83% | | 0243 | QPL INT'L | 0.445 | 0.075 | 20.27% | | 0981 | 中本国际 | 89.400 | 9.850 | 12.38% | | ...

中国资产爆发。 10月2日，港股开市。恒生指数和恒生科技指数双双高开高走，恒生指数盘中涨近2%，恒生科技指数盘中涨近4%。 与此同时，富时中国A50指数期货亦大幅走高，最高涨超1.2%。而在这之前，隔夜中概股表现强势，纳斯达克中国金龙指数收涨超1.4%。 近期，外资持续"唱多""做多"中国资产。高盛、汇丰等多家海外大行近期发布研报称，外资配置中国资产的意愿增强。 中国资产爆发 10月2日，A股因国庆中秋假期休市，港股在10月1日休市后开市交易。当天，继隔夜中概股走强后，恒生指数、恒生科技指数双双高开高走，截至收盘， 恒生指数涨1.61%，恒生科技指数涨3.36%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | HSI | 恒生指数 | 27287.12c | 431.56 | 1.61% | | HSTECH | 恒生科技 | 6682.86c | 217.20 | 3.36% | 具体板块方面，半导体表现强势，Wind香港半导体指数一度涨超10%。板块内个股中，骏码半导体涨近30%，中芯国际涨超12%，宏光半导体、华虹半导 体等涨 ...

中国资产爆发。 10月2日，港股开市。恒生指数和恒生科技指数双双高开高走，恒生指数盘中涨近2%，恒生科技指数盘中涨近4%。 与此同时，富时中国A50指数期货亦大幅走高，最高涨超1.2%。而在这之前，隔夜中概股表现强势，纳斯达克中国金龙指数收涨超1.4%。 近期，外资持续"唱多""做多"中国资产。高盛、汇丰等多家海外大行近期发布研报称，外资配置中国资产的意愿增强。 中国资产爆发 10月2日，A股因国庆中秋假期休市，港股在10月1日休市后开市交易。当天，继隔夜中概股走强后，恒生指数、恒生科技指数双双高开高走，截至收盘，恒生指数 涨1.61%，恒生科技指数涨3.36%。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | HSI | 恒生指数 | 27287.12c | 431.56 | 1.61% | | HSTECH | 恒生科技 | 6682.86c | 217.20 | 3.36% | 具体板块方面，半导体表现强势，Wind香港半导体指数一度涨超10%。板块内个股中，骏码半导体涨近30%，中芯国际涨超12%，宏光半导体、华虹半导体等涨超 ...

Market Overview - The Asia-Pacific markets experienced a significant surge, with the South Korean Composite Index rising over 3% and the Nikkei Index increasing by more than 1% [1][2] - The Hang Seng Index rose over 1%, and the Hang Seng Tech Index increased by more than 2%, with notable gains in companies like Kuaishou (up over 6%), SMIC, Baidu, Alibaba, and NIO (all up over 3%) [1][2] - Lithium stocks also saw substantial increases, with Ganfeng Lithium rising over 7% and Tianqi Lithium up over 11% [1] Economic Factors - Analysts attribute the market rally to heightened expectations of interest rate cuts by the Federal Reserve, which has stimulated global market strength [1][2] - The CME FedWatch Tool indicates a 96.2% probability of a 25 basis point rate cut by the Federal Reserve in October, with a 77.3% probability of cumulative cuts of 50 basis points by December [2] Technology Developments - OpenAI's release of Sora 2 marks a significant advancement in video generation technology, likened to the evolution of the GPT series, suggesting a transformative impact on human-computer interaction [2] - The semiconductor sector is also witnessing a boom, with Micron Technology's stock surging nearly 9% and price increases of 20%-30% announced for storage products, indicating a strong pricing environment in the DRAM market [3] Investment Trends - A report from a major international bank highlights AI as a critical infrastructure revolution, with projections of $1 trillion investment by large corporations in AI by 2027 [4] - However, there are emerging concerns among investors, with some institutions reallocating their portfolios towards dividend stocks amid fears of a potential market correction [4] - Notable investor Leon Cooperman warns that the U.S. stock market may be in the late stages of a bull market, drawing parallels to the overvaluation seen during the internet bubble [4]

Group 1 - The electronic ETF (515260) has seen a price increase of 1.8% during the day, currently up 1.43%, indicating positive market sentiment towards the semiconductor and consumer electronics sectors [1] - Over the past 10 days, the electronic ETF has attracted 362 million yuan in investments, reflecting strong confidence in the sector's future performance [1] - As of September 29, the latest scale of the electronic ETF is 936 million yuan, making it the largest ETF tracking the corresponding index [1] Group 2 - Semiconductor stocks are leading the gains in the electronic ETF, with 9 out of the top 10 performing constituent stocks from the semiconductor industry, including Jiangbolong and Zhaoyi Innovation hitting the daily limit [3] - The top-performing stocks include Jiangbolong with a 20% increase, Zhaoyi Innovation with a 10% increase, and others like Lanke Technology and Changdian Technology showing significant gains [5] - The consumer electronics leader GoerTek has also seen a rise of over 4%, potentially driven by the popularity of AI glasses [3] Group 3 - The storage market is experiencing a second round of price increases, with SanDisk announcing a price hike of over 10% and Micron Technology notifying a 20%-30% increase for its storage products [5] - The release of DeepSeek-V3.2-Exp has seen multiple domestic chip manufacturers adapt to the new model, indicating advancements in the AI chip sector [6] - The domestic AI chip industry is viewed positively, with a full industry chain integration from advanced processes to model acceleration by major tech companies [6] Group 4 - The iPhone 17 is experiencing strong sales, marking a significant year for Apple, with the electronic ETF's constituent stocks related to Apple's supply chain accounting for 43.34% of the total weight [7] - The electronic industry is currently in an innovation phase, with expectations for rapid growth driven by breakthroughs in terminal innovation and profit releases [7] - The electronic ETF tracks the electronic 50 index, focusing on semiconductor and consumer electronics sectors, and includes popular industries such as AI chips and cloud computing [8]

Group 1 - The Shanghai Composite Index showed a slight recovery after a morning dip, with the ChiNext Index rising nearly 3% [1] - The lithium battery sector experienced strong upward momentum, with various sub-sectors such as sodium-ion batteries and solid-state batteries leading the gains [2] - The lithium battery indices reported significant increases, with the lithium battery index up by 4.22% and the power battery index up by 4.52% [3] Group 2 - A total of 421 companies were surveyed by institutions in the past 10 trading days, with 57 companies receiving attention from overseas institutions [4] - Deep South Circuit (002916) was the most focused company, receiving visits from 29 overseas institutions, highlighting its capacity expansion through technology upgrades and new projects [4] - Zhongkong Technology was also notable, with 20 overseas institutions participating in its survey, and it recently won two major projects from Sinopec, expected to generate significant annual output value [4] Group 3 - Stocks that received overseas institutional research saw an average increase of 3.11% over the past 10 trading days, with Demingli (001309) leading with a 56.95% increase [7] - More than half of the surveyed stocks received net purchases from financing clients, with Zhongchuang Zhiling (601717) receiving the highest net buy of 342 million yuan [7] - The storage industry is experiencing a positive outlook due to increased capital expenditures from major tech companies, with expectations for storage prices to maintain an upward trend in the fourth quarter [7]

格隆汇9月26日丨力源信息(300184.SZ)在投资者互动平台表示，公司代理的存储产品线涵盖兆易创新、 铠侠、江波龙、长鑫存储、海康、恒烁、天勤、佰维存储、武汉新芯等知名品牌。 ...

Market Overview - A total of 41 stocks hit the daily limit up, while 19 stocks faced limit down, resulting in a sealing rate of 68% [1] - The three major indices showed divergence, with the ChiNext Index rebounding over 2% to reach a new three-year high [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.37 trillion yuan, an increase of 44.3 billion yuan compared to the previous trading day [1] Stock Performance - Huasoft Technology achieved a five-day limit up streak, while Lianmei Holdings and Bluefeng Biochemical both recorded a four-day limit up streak [1][3] - The highest limit up stock, Huasoft Technology, saw a 10.03% increase, driven by its focus on photoresists [12] - The gaming, AI applications, and controllable nuclear fusion sectors led the gains, while the port shipping, precious metals, and oil and gas sectors faced declines [1][6] Sector Analysis - The AI infrastructure investment by Alibaba, amounting to 380 billion yuan, is expected to drive a trillion-scale AI ecosystem [5] - The storage system bidding scale reached a historical high of 17.7 GW/45.7 GWh in August, marking a year-on-year increase of 237.1% [9] - The semiconductor industry is experiencing a price increase trend, with companies like Longjiang Storage becoming a new unicorn in the sector [7][16] Key Stocks and Trends - Ningde Times and Sunshine Power both reached historical highs, reflecting a focus on major growth stocks in the market [6] - The copper market saw a spike due to a fatal landslide at Freeport McMoRan's Grasberg mine, leading to a 3% increase in copper futures [8][30] - The gaming sector continues to show strong performance, with the National Press and Publication Administration issuing over 150 game licenses in a single month [6] Future Outlook - The market is expected to maintain a trend favoring large-cap stocks in popular sectors, despite the risk of a downturn for underperforming small-cap stocks [10] - The semiconductor supply chain's heat is likely to spread to lower-tier stocks, as the market remains focused on high-performing segments [7][30]