今年9月份以来，科创板利好频发，多维度展现板块活力。 回购方面，上海灿瑞科技股份有限公司(以下简称"灿瑞科技")、上海谊众药业股份有限公司等7家企业 披露回购方案，拟回购金额上限合计2.25亿元。增持方面，深圳惠泰医疗器械股份有限公司、深圳市深 科达智能装备股份有限公司(以下简称"深科达")2家披露增持方案，拟增持金额上限合计超1.66亿 元，"真金白银"彰显企业信心。 经营表现上，芯原微电子(上海)股份有限公司2025年第三季度预计实现营业收入12.84亿元，单季度收入 创公司历史新高，环比、同比分别大幅增长119.74%、78.77%，成长动能强劲。 产业业绩齐发力 硬科技赛道产销两旺 生物医药领域近期亦捷报频传，北京阳光诺和药物研究股份有限公司子公司在研项目BTP4507(拟治单 药不佳原发性高血压患者)、长春百克生物科技股份公司吸附无细胞百白破b型流感嗜血杆菌联合疫苗、 四川百利天恒药业股份有限公司自主研发的创新药镥[177Lu]-BL-ARC001注射液，均获国家药监局临床 试验批准，创新管线不断丰富。 科创板"硬科技"底色持续凸显，研发投入与创新成果领跑A股。2025年上半年板块整体研发投入超84 ...

Group 1: Key Economic Policies and Market Data - The Chinese government will implement a visa-free policy for Russian passport holders from September 15, 2025, to September 14, 2026, to facilitate international personnel exchanges [2] - The Ministry of Finance and the State Taxation Administration announced tax policies for the transfer of state-owned equity and cash income to social security funds, effective April 1, 2024, which includes exemptions from VAT and corporate income tax for certain transactions [2] - In August 2023, the number of new A-share accounts opened reached 2.65 million, a 34.97% increase from July and a 165.21% increase year-on-year, totaling 17.21 million new accounts in the first eight months of the year [2] Group 2: Company News - Yushu Technology plans to submit its listing application to the stock exchange between October and December 2025, with relevant operational data to be disclosed at that time [5] - CATL has repurchased 8.69 million A-shares, with a total transaction amount of 2.131 billion yuan [6] - Tianpu Co. may apply for a trading suspension if its stock price continues to rise abnormally [7] - Kaidi Co.'s robot products are still in the development stage and will not generate revenue in the short term [8] - Dongxin Co. has completed stock trading verification and will resume trading on September 3 [22] Group 3: Market Trends and Investment Focus - According to China Merchants Securities, five sectors with marginal improvements are highlighted for September: AI applications, AI hardware, solid-state batteries, non-ferrous metals, and innovative drugs [26] - Shenwan Hongyuan recommends focusing on specific sub-sectors such as AI applications, pharmaceuticals, and power equipment, emphasizing the potential for growth in these areas [27]