智通财经10月10日讯（记者 闫军）沪指3900点"一日游"，快速回落。相对而言，沪指0.94%的跌幅并不算深，科创50 与创业板指分别下跌5.61%、4.55%，成为调整最深板块。 电池、半导体跌幅居前，多只锂电池ETF、新能源ETF跌幅超7%，而集成电路ETF、科创芯片ETF等37只ETF跌幅超 6%。牛市多急跌，但这一跌幅还是让投资者有些措手不及，纷纷感慨：国庆节后开盘大涨，更应该遵循"逢高必卖"的 炒股祖训交易。 | 序 | 名称 | 现价 | 涨跌 | 涨跌幅 ▲ | 溢折率 | 成交额 | 5日涨跌幅 | 年初至今 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 锂电池ETF | 0.809 c | -0.065 | -7.44% | 0.45% | 3.75亿 | -1.22% | 64.77% | | 2 | 电池ETF嘉实 | 0.826 c | -0.065 | -7.30% | 0.54% | 3.74亿 | -0.96% | 62.92% | | 3 | 电池50ETF | 0.947 c | -0.074 ...

兄弟姐妹们，终于盼来了假期啊啊啊啊啊！ 节前最后一个交易日全线收红，上证指数定格在3882.78点，节后继续冲3900点，9月今日完美收官！！！ 老规矩，今天先来盘点一下ETF市场9月的"牛熊榜"，以及ETF资金的变化，明日继续给大家奉上更重磅的月度、季度数据哦！ 今日宁德时代凭借18337.84亿元的总市值正式超越贵州茅台，资本市场含"科"还在继续上升。 | 序号 | 证券代码 | 证券简称 | 总市值(亿元) | 所属行业 | | --- | --- | --- | --- | --- | | 1 | 601398 | 工商银行 | 26017.66 | 银行 | | 2 | 601288 | 农业银行 | 23343.87 | 银行 | | ਤੇ | 600941 | 中国移动 | 22632.90 | 通信运营 | | 4 | 601939 | 建设银行 | 22523.79 | 银行 | | 5 | 300750 | 宇德时代 | 18337.84 | 电源设备 | | 6 | 600219 | 贵州茅台 | 18082.66 | 饮料 | | 7 | 601988 | 中国银行 | 16690.6 ...

Group 1: Battery Sector Performance - The battery sector has seen significant gains, with companies like XianDao Intelligent rising over 7% and XinWangDa increasing over 6%, contributing to the rise of various battery ETFs by more than 2% [1] - The battery ETFs closely track the CSI Battery Index, which includes companies involved in power batteries, energy storage batteries, consumer electronics batteries, and related upstream and downstream industries [1] - The top ten weighted stocks in the CSI Battery Index include Yangguang Power, Ningde Times, Yiwei Lithium Energy, and others, indicating a strong presence of leading companies with high technical barriers and growth potential [1] Group 2: Financial Performance of Lithium Battery Sector - In the first half of 2025, the lithium battery sector is projected to generate revenue of 1,135.7 billion yuan, reflecting a year-on-year growth of 13.78%, with a median growth rate of 10.25% [2] - The net profit for the lithium battery sector in the same period is expected to reach 67.951 billion yuan, marking a year-on-year increase of 28.07%, with a median growth rate of 13.74% [2] - The proportion of companies with positive revenue growth has significantly increased to 67.92%, while the proportion of companies with positive net profit growth stands at 59.43% [2] Group 3: Solid-State Battery Development - The pace of solid-state battery industrialization is accelerating, with pilot lines for battery manufacturers and vehicle companies gradually becoming operational, which is expected to drive explosive growth in downstream market demand [3] - The production process of solid-state batteries differs from traditional liquid lithium batteries, leading to a reconstruction of equipment value, particularly in the front and mid-stages of the production process [3] - Solid-state batteries are gaining attention due to their high energy density and safety, with increasing demand in sectors such as electric vehicles, flying cars, and humanoid robots, suggesting a potential expansion of market space [3]

Group 1 - The "Second Golden Unicorn Best Investment Advisor Selection" event is currently ongoing, with over 3,000 professional investment advisors participating in simulated trading competitions [1] - The event aims to provide a platform for investment advisors to showcase their capabilities, expand their services, and enhance their skills, thereby promoting the healthy development of China's wealth management industry [1] Group 2 - The top ten most frequently bought ETFs on September 18 include the Hong Kong Securities ETF, Sci-Tech Chip ETF, and Robot ETF, indicating strong interest in these sectors [2] - The top ten ETFs by purchase amount on the same day also feature the Hong Kong Securities ETF and Robot ETF, suggesting significant capital flow into these investment vehicles [3] Group 3 - The data for the top bought stocks/ETFs is based on the frequency of purchases by all participating advisors, while the purchase amount data reflects the total investment amounts in these stocks/ETFs [4] - The competition includes categories for stock simulation, on-site ETF simulation, and public fund simulation, with specific trading rules regarding holding proportions, maximum drawdown, and rebalancing frequency [4]

Group 1: Game and Battery Sectors Performance - On September 15, the A-share game sector showed strong performance, with two game-themed ETFs rising over 4%, leading the market [2] - Key stocks contributing to this surge include Xinghui Entertainment, Perfect World, 37 Interactive Entertainment, and Giant Network [2] - The battery and new energy vehicle sectors also performed well, with the Smart Electric Vehicle ETF and Lithium Battery ETF both increasing by over 2.5% [2] - The growth in the lithium battery sector is attributed to three main factors: unexpected demand for energy storage, accelerated industrialization of solid-state batteries, and improved profitability across the battery supply chain [2] Group 2: Communication Sector Adjustment - On the same day, multiple communication-themed ETFs experienced a decline, with drops exceeding 1.5% for ETFs such as the Communication ETF and 5G50 ETF [4] - Despite the short-term adjustment, institutions forecast significant revenue and net profit growth for the communication sector by Q2 2025, with margins reaching new highs since 2022 [5] - The long-term outlook remains positive for AI-related hardware stocks, including optical modules and optical communication [5] Group 3: ETF Market Overview - The performance of various ETFs on September 15 included notable gains in the game and film sectors, while communication ETFs faced declines [3][6] - The Industrial Metals sector is expected to benefit from the anticipated interest rate cuts by the Federal Reserve, which could positively impact the performance and valuation of copper and aluminum [7]

Market Overview - The three major A-share indices showed mixed results, with the Shanghai Composite Index down 0.26%, the Shenzhen Component Index up 0.63%, and the ChiNext Index up 1.52% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets was 23,031 billion yuan, a decrease of 2,452 billion yuan compared to the previous day [1] - Over 3,300 stocks in the market experienced declines [1] Sector Performance - The gaming, pork, film and television, automotive parts, and CRO sectors saw the largest gains [1] - The semiconductor and new energy industry chains experienced a pullback, while precious metals, satellite internet, and copper cable high-speed connection sectors faced the largest declines [1] ETF Highlights - The AI application sector performed strongly, with gaming ETFs leading the gains: Huaxia Fund's gaming ETF rose by 4.38%, Huatai-PB's gaming ETF increased by 4.02%, and Guotai Junan's gaming ETF went up by 3.88% [1] - The film and television sector saw afternoon gains, with Yinhua Fund's film ETF rising by 3.09% and Guotai Fund's film ETF increasing by 2.85% [1] - The new energy sector experienced a pullback, with ICBC Credit Suisse's lithium battery ETF rising by 2.92% and Invesco Great Wall's battery 30 ETF increasing by 2.82% [1] Declines in Specific Sectors - The AI hardware sector faced a correction, with communication ETFs, 5G50 ETF, and communication equipment ETF declining by 1.75%, 1.72%, and 1.68% respectively [1] - The telecommunications sector weakened, with telecom ETFs and telecom 50 ETF both down by 1.5% [1] - Hong Kong financial stocks were in the red, with non-bank ETFs and Hong Kong securities ETF both declining by 1.3% [1]

2025年9月15日，Wind数据显示，A股三大指数今日涨跌不一，截止收盘，沪指跌0.26%；深证成指涨0.63%；创业板指涨1.52%。沪深两市成交额达到22774 亿。 涨幅方面，游戏ETF(159869)领涨 | | | ETF涨幅 TOP10 | | | | --- | --- | --- | --- | --- | | 证券代码 | 证券名称 | 涨幅(%) | 基金管理人 | 投资类 | | 128868 | 游戏ETF | 4.38 | 华夏基金 | 被动指数型 | | 516770 | 游戏ETF华泰柏瑞 | 4.02 | 华泰柏瑞基金 | 被动指数型 | | 516010 | 游戏ETF | 3.88 | 国泰基金 | 被动指数型 | | 159855 | 影视ETF | 3.09 | 银布車等 | 被动指数型 | | 216380 | 智能电动车ETF | 2.93 | 束学事業 | 被动指数型 | | 159840 | 锂电池ETF | 2.92 | 工银瑞信基金 | 被动指数型 | | 516620 | 影视ETF | 2.85 | 国泰基金 | 被动指数型 | | 159757 | ...

Market Overview - The A-share market experienced a collective increase, with the Shanghai Composite Index rising by 0.13%, the Shenzhen Component Index by 0.38%, and the ChiNext Index by 1.27%, while the North Stock 50 fell by 0.16% [1] - The total trading volume in the Shanghai and Shenzhen markets was 20,040 billion yuan, a decrease of 1,481 billion yuan compared to the previous day, marking the first time in 20 trading days that the volume fell below 20,000 billion yuan [1] - Over 2,400 stocks in the market saw an increase [1] Sector Performance - AI hardware showed strong performance, with key sectors such as copper-clad laminates, CPO, and fiberglass leading the gains, while major infrastructure, short dramas, 6G, and tourism sectors were active during the day [1] - The new energy industry chain experienced a collective decline, with gold, PEEK materials, and chemical sectors also retreating [1] ETF Performance - AI computing ETFs saw significant gains, with the Bosera 5G50 ETF, Guotai 50 ETF, and Southern AI ETF rising by 4.58%, 4.52%, and 4.14% respectively [1] - The gaming sector saw a midday surge, with the Puyin Ansheng Gaming Media ETF increasing by 4.05%, currently at a premium/discount rate of 1.92% [1] - The telecommunications sector performed well, with Penghua Telecom ETF, Huatai-PineBridge Telecom 50 ETF, and E Fund Telecom ETF all rising over 3% [1] Declines in Specific Sectors - The new energy sector faced a broad decline, with leading ETFs in photovoltaic and lithium battery sectors falling by 1.97%, 1.92%, and 1.86% respectively [1] - Gold stocks weakened, with the gold stock ETF declining by 1.94% [1]

Group 1 - The solid-state battery sector in A-shares experienced a significant surge, with three new energy-themed ETFs rising over 10% and more than ten related ETFs hitting the daily limit [1][2] - The market saw a net inflow of over 26 billion yuan into the CSI 1000 ETF, marking the highest level since April 8, while the CSI 300 ETF also saw a net inflow exceeding 17 billion yuan [1][8] - The recent performance of the dual innovation-themed ETFs has been volatile, with significant net outflows recorded from ETFs tracking the STAR 50 and the ChiNext Index [1][8] Group 2 - Multiple ETFs related to solid-state batteries and new energy themes saw substantial price increases, with notable stocks like Jinlang Technology and Deyang Shares hitting the daily limit [2][3] - The ETFs tracking the ChiNext 50, ChiNext Index, and STAR Entrepreneur 50 all rose over 6%, with several ETFs tracking the ChiNext 50 gaining over 7% [2] - The premium rates for several ETFs, including the Guotai New Energy ETF and the Lithium Battery ETF, were reported to be above 1% [2][3] Group 3 - The recent half-year report data indicates that the new energy industry chain has shown signs of recovery, with improved supply-demand dynamics and a bottoming out of fundamentals [3] - The banking sector and low-volatility dividend ETFs experienced slight declines following their previous gains, while the bond market also faced a downturn [4][5] - The Hong Kong innovation drug sector saw increased trading activity, with the Hong Kong Innovation Drug ETF's trading volume surging to over 13 billion yuan [6][7] Group 4 - The inflow of funds into leading broad-based ETFs has been notable, with significant net inflows recorded for the CSI 1000 ETF and the CSI 300 ETF [8][9] - The ETFs tracking the securities company index and specific chemical and communication equipment indices have also seen substantial net inflows [8] - The recent trend indicates a shift in funds towards undervalued, stable growth sectors and emerging niches like robotics [10] Group 5 - There has been a surge in the reporting of ETF-FOF products by fund companies, indicating a growing interest in these investment vehicles [11]

Market Overview - The A-share market experienced a collective surge, with the Shanghai Composite Index closing up 1.24%, ending a three-day decline [1] - The Shenzhen Component Index rose by 3.89%, while the ChiNext Index increased by 6.55%, reaching a new high since January 2022 [2] - Total trading volume across Shanghai and Shenzhen markets was 23,484 billion yuan, a decrease of 2,335 billion yuan from the previous day [1] Sector Performance - Over 4,800 stocks in the market saw an increase, with significant gains in the industrial chain and AI hardware sectors, which rebounded strongly [1] - The energy metals and photolithography concept stocks led the gains, while the food and beverage sector lagged behind [1] - The new energy sector has seen a continuous rise for three days, with several ETFs related to new energy and AI hardware experiencing substantial increases [4] ETF Highlights - New energy ETFs, including those from Guotai, Huaxia, and Penghua, all rose over 10% [4] - AI hardware ETFs, such as Guotai's AI ETF and Huaxia's 5G communication ETF, increased by 6.62% and 6.58%, respectively [4] - Long-term government bond ETFs faced declines, with 30-year bond ETFs dropping by 1% [4]