Market Overview - The A-share market experienced a significant rise, with the Sci-Tech 50 Index surging over 5%, reaching a nearly four-year high [1] - The Shanghai Composite Index closed at 3853.64 points, up 0.83%, while the Shenzhen Component Index rose 1.8% to 13356.14 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 234.75 billion yuan [1] Semiconductor and Chip Sector - The semiconductor sector saw a strong performance, with the overall sector rising 4.6%, ranking first among industry sectors [2] - The storage chip concept also performed well, with a 4.18% increase, ranking fourth among industry concepts [2] - Notable individual stocks included ShenGong Co., Jiangfeng Electronics, and Xingfu Electronics, which hit the daily limit up [2] - The introduction of new lithography equipment by Shengmei Shanghai is expected to enhance semiconductor manufacturing capabilities [2] Memory Products Price Increase - Samsung has significantly raised prices for its DRAM and NAND flash products, with some products seeing price increases of up to 30% [3] - Other major players like SanDisk and Micron have also adjusted their pricing, indicating a trend of rising memory product prices [3] - The demand for enterprise-level SSDs is expected to increase, benefiting companies with strong pricing power in this segment [3] Solid-State Battery Sector - The solid-state battery concept saw a notable rise, with the sector increasing by 2.51% [4] - Key individual stocks in this sector included HaiMuxing and JiaoCheng Ultrasound, which experienced significant gains [4] - The Chinese government is promoting the development of high-safety battery storage systems, which is expected to drive advancements in solid-state battery technology [4][5] - Full solid-state batteries are anticipated to achieve partial mass production by 2027, with several automotive manufacturers planning to test these technologies [5][6] Brokerage and Financial Technology Sector - The brokerage and financial technology sectors showed positive movement, with stocks like Xiangcai Co. hitting the daily limit up [7] - The financial sector has seen adjustments recently, but the market remains active, with expectations for continued inflows of institutional and retail funds [7] - Analysts are optimistic about the profitability and valuation of the brokerage sector, anticipating further growth in Q3 earnings [7]

Market Overview - A-shares experienced a collective rise with major indices reaching new highs, including the ChiNext Index and the Sci-Tech 50 Index, which closed at 3185.57 points and 1456.47 points respectively, marking increases of 2.28% and 3.49% [2] - The total market capitalization of A-share listed companies reached 119 trillion yuan, an increase of over 37 trillion yuan compared to the same period last year, indicating significant market expansion [3] Semiconductor Industry - The semiconductor sector continued its upward trend, with the Sci-Tech 50 Index rising by 3.49%, and several stocks within the industry hitting their daily limit up [4] - Micron Technology reported better-than-expected revenue and profit for its fourth fiscal quarter of 2025, projecting revenues between $12.2 billion and $12.8 billion for the first fiscal quarter of 2026, significantly above market expectations [4] - The semiconductor industry is entering an upcycle driven by AI demand, with digital chip demand surging and power semiconductor profitability improving [5] Financial Sector - The financial technology and brokerage sectors saw a late-session rally, with notable gains in stocks such as Xiangcai Securities and Guotou Capital [6] - The brokerage sector is expected to benefit from a high profitability environment and an increase in market activity, with analysts predicting further earnings growth in the third quarter [6] Future Outlook - Analysts anticipate that technology growth will remain the main theme in the fourth quarter, with a structural recovery in profitability and continued credit improvement expected [7] - The market is likely to see a balanced performance between large-cap and small-cap stocks, driven by increased allocations from public funds and insurance capital [7]

中国光大控股(00165)午后涨超12%，截至发稿，涨9.86%，报10.25港元，成交额5.86亿港元。 智通财经APP获悉，中国光大控股(00165)午后涨超12%，截至发稿，涨9.86%，报10.25港元，成交额 5.86亿港元。 消息面上，公开资料显示，光大控股是中国股权投资的领先者，公司形成私募资产管理和自有资金投资 两大业务。据国泰海通证券研报，在基金管理领域，公司重点投资科技领域公司，自21年以来，新成立 基金全部面向高科技领域，深邃产业观察能力将为公司提供丰厚回报。信息科技方面，公司近年来投资 典型案例中包括盛美半导体、上海微电子等。不过，国泰海通证券在研报中提示，以上公司为历史投资 项目，部分项目可能已经退出。 值得一提的是，9月23日，第二十五届中国国际工业博览会在上海国家会展中心开幕。芯上微装携多款 重磅新品精彩亮相，并凭借卓越的技术实力，成功斩获展会最高荣誉"工博会CIIF 大奖"及"集成电路创 新成果奖"。同日，上海微电子(SMEE)展台上首次公开亮相了极紫外(EUV)光刻机参数图。此外，盛美 上海在互动平台表示，9月8日，公司宣布推出首款KrF工艺前道涂胶显影设备Ultra Lit ...

立讯精密（002475）尾盘快速拉升。 A股今日(9月24日）全线走高，创业板指、科创50指数创阶段新高；港股亦拉升，恒生指数涨逾1%，恒生科技指数涨超2%。 具体来看，两市主要股指盘中强势上扬，沪指涨近1%；创业板指涨超2%，创逾3年新高；科创50指数一度大涨超5%，创近4年新高。截至收盘，沪指涨 0.83%报3853.64点，深证成指涨1.8%报13356.14点，创业板指涨2.28%报3185.57点，科创50指数涨3.49%，沪深北三市合计成交23475亿元，较此前一日减 少约1700亿元。 场内超4400股飘红，半导体板块再度爆发，存储芯片、光刻机概念亮眼，江丰电子、兴福电子、通富微电、北方华创等涨停；地产板块拉升，大龙地产、 张江高科连续两日涨停；券商板块午后异动，湘财股份涨停；固态电池概念崛起，骄成超声涨超10%，洪田股份、恩捷股份等涨停。值得注意的是，立讯 精密（002475）尾盘一度逼近涨停，市值突破5000亿元。 | 代码 | 名称 | | 涨幅% | 现价 | 涨跌 | 兴价 | 卖价 | 总量 | | --- | --- | --- | --- | --- | --- | --- | ...

Market Overview - A-shares experienced a significant rise on September 24, with the ChiNext Index and STAR 50 Index reaching new highs; Hong Kong stocks also surged, with the Hang Seng Index up over 1% and the Hang Seng Tech Index up more than 2% [2] - The Shanghai Composite Index rose by 0.83% to 3853.64 points, the Shenzhen Component Index increased by 1.8% to 13356.14 points, and the ChiNext Index climbed by 2.28% to 3185.57 points [2] - The total trading volume in the Shanghai and Shenzhen markets was 23,475 billion yuan, a decrease of approximately 1,700 billion yuan from the previous day [2] Semiconductor Sector - The semiconductor sector saw a strong performance, with stocks like Jiangfeng Electronics and Xingfu Electronics hitting the daily limit of 20% increase; other notable performers included Tongfu Microelectronics and Northern Huachuang [3][4] - The announcement from Shengmei Shanghai regarding the launch of its first KrF lithography equipment aimed at supporting semiconductor front-end manufacturing contributed to the sector's positive momentum [4] Storage Market - Samsung has significantly raised prices for its DRAM and NAND flash products, with some products seeing price increases of up to 30% [5] - Major storage manufacturers like SanDisk and Micron have also adjusted their pricing, with SanDisk increasing flash product prices by over 10% and Micron temporarily halting quotes [6] - The NAND market is expected to see price increases due to low production capacity utilization and rising demand for enterprise SSDs [6] Solid-State Battery Concept - The solid-state battery concept gained traction, with stocks like Haimeixing and Jiaocheng Ultrasonic seeing increases of nearly 14% and over 10%, respectively [7][8] - The industry is moving towards more extensive testing of solid-state batteries, with companies like BMW and Changan Automobile planning to validate these technologies in vehicles by 2026 [9] Lixun Precision - Lixun Precision experienced a notable surge, closing near the daily limit with a nearly 7% increase, bringing its market capitalization to 509.1 billion yuan [10][12] - The company has reportedly signed an agreement with OpenAI to develop a consumer-grade device, although it has not confirmed the details publicly [12] Alibaba - Alibaba's stock rose over 9% in Hong Kong, with a market capitalization of 33,186 billion HKD; its U.S. stock also saw a significant pre-market increase of nearly 10% [13][15] - The company announced a collaboration with NVIDIA in the Physical AI field, aiming to enhance its AI cloud infrastructure and services [15]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 立讯精密（002475）尾盘快速拉升。 A股今日（9月24日）全线走高，创业板指、科创50指数创阶段新高；港股亦拉升，恒生指数涨逾1%， 恒生科技指数涨超2%。 具体来看，两市主要股指盘中强势上扬，沪指涨近1%；创业板指涨超2%，创逾3年新高；科创50指数 一度大涨超5%，创近4年新高。截至收盘，沪指涨0.83%报3853.64点，深证成指涨1.8%报13356.14点， 创业板指涨2.28%报3185.57点，科创50指数涨3.49%，沪深北三市合计成交23475亿元，较此前一日减少 约1700亿元。 场内超4400股飘红，半导体板块再度爆发，存储芯片、光刻机概念亮眼，江丰电子、兴福电子、通富微 电、北方华创等涨停；地产板块拉升，大龙地产、张江高科连续两日涨停；券商板块午后异动，湘财股 份涨停；固态电池概念崛起，骄成超声涨超10%，洪田股份（维权）、恩捷股份等涨停。值得注意的 是，立讯精密（002475）尾盘一度逼近涨停，市值突破5000亿元。 港股方面，阿里巴巴大涨超9%，金蝶国际、中芯国际涨约6%，华虹半导体涨近4%；腾讯音乐跌近 ...

立讯精密（002475）尾盘快速拉升。 A股今日(9月24日）全线走高，创业板指、科创50指数创阶段新高；港股亦拉升，恒生指数涨逾1%，恒生科技指数涨超2%。 具体来看，两市主要股指盘中强势上扬，沪指涨近1%；创业板指涨超2%，创逾3年新高；科创50指数一度大涨超5%，创近4年新高。截至收盘，沪指涨 0.83%报3853.64点，深证成指涨1.8%报13356.14点，创业板指涨2.28%报3185.57点，科创50指数涨3.49%，沪深北三市合计成交23475亿元，较此前 一日减少约1700亿元。 场内超4400股飘红，半导体板块再度爆发，存储芯片、光刻机概念亮眼，江丰电子、兴福电子、通富微电、北方华创等涨停；地产板块拉升，大龙地产、张 江高科连续两日涨停；券商板块午后异动，湘财股份涨停；固态电池概念崛起，骄成超声涨超10%，洪田股份、恩捷股份等涨停。值得注意的是，立讯精密 （002475）尾盘一度逼近涨停，市值突破5000亿元。 港股方面，阿里巴巴大涨超9%，金蝶国际、中芯国际涨约6%，华虹半导体涨近4%；腾讯音乐跌近5%。 芯片概念爆发 光刻机、存储芯片概念盘中强势拉升，截至收盘，江丰电子、兴福电子20 ...

以下文章来源于东财基金 ，作者东财基金 东财基金 . 西藏东财基金管理有限公司 半导体设备板块起飞， 9 月 24 日，科创50指数大涨3.5% ，指数成份股 盛美上海、 华海清科涨超 10% ，拓荆科 技、和辉光电涨超8 % ，中控技术、澜起科技、晶合集成涨超7 %。芯片和半导体相关 ETF基本也有 5%左右的涨 幅，其中成份股长川科技20cm涨停。 今天半导体设备两只涨超 10% 的领涨标的各有各的精彩： 长川科技财报超预期，盛美上海交付首台 KrF 工艺前道涂 胶显影设备。 三季报行情催化季启动，长川科技财报超预期 长川科技 发布 A 股半导体领域首个 2025 年前三季度业绩预告，预计归属于上市公司股东的净利润为 8.27 亿元 -8.77 亿元， 比上年同期增长 131.39% 至 145.38% ，或创单季度业绩新高。 长传科技是国内半导体检测设备龙 头，核心产品涵盖测试机、分选机、自动化设备及 AOI （自动光学检测）设备等。公告显示，业绩显著增长的主要原 因是半导体行业市场需求持续增长，公司客户需求旺盛，产品订单充裕，销售收入同比大幅增长，使得利润同比大幅 上升。 突破性技术落地！盛美上海交付 ...

Market Overview - The market opened lower but rebounded, with the ChiNext Index reaching a three-year high and the STAR 50 Index rising nearly 5% at one point. The Shanghai Composite Index closed up 0.83%, the Shenzhen Component Index up 1.8%, and the ChiNext Index up 2.28%. The total trading volume in the Shanghai and Shenzhen markets was 2.33 trillion yuan, a decrease of 167.6 billion yuan from the previous trading day [1] Sector Performance Semiconductor Sector - The semiconductor supply chain experienced a surge, with over 20 stocks hitting the daily limit. Notable performers included Jiangfeng Electronics, Changchuan Technology, and Tongfu Microelectronics. Huashuo Technology achieved a four-day limit increase, while Sunflower and Zhangjiang Hi-Tech saw consecutive limit increases [2][3] - The semiconductor equipment sector remains strong, with a focus on local equipment companies benefiting from an investment cycle led by advanced processes in the Chinese market [2] Real Estate Sector - The real estate and rental rights sectors showed signs of recovery, with stocks like Yuhua Development and Shanghai Lingang hitting the daily limit. Recent policy changes in cities like Shanghai and Suzhou aimed at reducing housing costs have stimulated housing consumption [4][5] - The National Bureau of Statistics reported that while the real estate market has experienced fluctuations, the decline in sales and prices has narrowed, indicating a trend towards stabilization [4] Oil and Gas Sector - Oil and gas stocks were active, with stocks like Zhun Oil and Tongyuan Petroleum hitting the daily limit. WTI crude oil futures rose by 1.81% to $63.41 per barrel, while Brent crude oil futures increased by 1.6% to $67.63 per barrel [6][7] Film and Entertainment Sector - The film and cinema sector rebounded, with Bona Film Group hitting the daily limit. The recent success of the film "731," which grossed over 1 billion yuan in its first four days, has energized the market ahead of the upcoming National Day holiday [8][9] Institutional Insights - CITIC Securities emphasized the importance of sector rotation over index performance, suggesting a focus on individual stocks rather than overall market trends. The firm noted that the market remains at a high level without clear signs of a peak or decline [10] - Guotai Junan highlighted that the Chinese stock market is unlikely to stagnate, driven by a demand for assets and capital market reforms aimed at improving investor returns. The firm anticipates further upward movement in A/H shares [11] - Guotai Securities indicated that the potential for low-position stocks to rebound is increasing, suggesting a more balanced structural style in the fourth quarter [12]

智通财经APP获悉，中国光大控股(00165)午后涨超12%，截至发稿，涨9.86%，报10.25港元，成交额 5.86亿港元。 值得一提的是，9月23日，第二十五届中国国际工业博览会在上海国家会展中心开幕。芯上微装携多款 重磅新品精彩亮相，并凭借卓越的技术实力，成功斩获展会最高荣誉"工博会CIIF 大奖"及"集成电路创 新成果奖"。同日，上海微电子(SMEE)展台上首次公开亮相了极紫外(EUV)光刻机参数图。此外，盛美 上海在互动平台表示，9月8日，公司宣布推出首款KrF工艺前道涂胶显影设备Ultra Lith KrF。首台设备 系统已于2025年9月交付中国头部逻辑晶圆厂客户。 消息面上，公开资料显示，光大控股是中国股权投资的领先者，公司形成私募资产管理和自有资金投资 两大业务。据国泰海通证券研报，在基金管理领域，公司重点投资科技领域公司，自21年以来，新成立 基金全部面向高科技领域，深邃产业观察能力将为公司提供丰厚回报。信息科技方面，公司近年来投资 典型案例中包括盛美半导体、上海微电子等。不过，国泰海通证券在研报中提示，以上公司为历史投资 项目，部分项目可能已经退出。 ...