Review Directory:
1. Review Summary (includes: consecutive board stocks, market data overview, market indices, market summary, thematic summary)
2. Reasons for Limit Up (includes: consecutive board chart, limit up stocks, N-shaped boards, limit up on the ChiNext, limit up on the Sci-Tech Innovation Board and Beijing Stock Exchange, classification of hot themes, other limit ups, limit up openings).
3. Special Data Supplement (includes: recent limit up stocks, ChiNext index).
4. Dragon and Tiger List Data (includes: retail investor tracking, institutional buying and selling, brokerage buying list).
5. Sentiment Index (includes: hotness intensity, sentiment grid, monitoring pool, three major collective rise ranges).
6. Individual Stock Analysis (sorted by limit up time, detailed analysis or refinement of individual stock limit up reasons).
7. Individual Stock Limit Up Supplement or Expectation Gap (includes new announcement reasons for individual stocks, new supplementary data for consecutive board stocks, research reports or institutional research expectation gap data).
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1. Review Summary
15 boards: Tianpu Co., Ltd.
6 boards: Hangzhou Dianzi Co., Ltd.
4 boards: Fulongma
3 boards: Huasoft Technology, Guiguang Network, Kaimete Gas, Demingli
2 boards: Heertai, Lianmei Holdings, Dazhong Public Utilities, Lanfeng Biochemical, Yongding Co., Ltd., Chaoxun Communication, Zhejiang Xiantong, Yingqu Technology, Dayang Motor, Chuling Information, Sunflower
Market data: 1088 stocks in the red, 4011 stocks in the green, 49 limit up stocks, 9 limit down stocks, 126 large positive candles, 150 large negative candles, negative five return wave 261, negative ten 12, positive eight attack wave 92.
Indices: The two markets traded 2.4944 trillion, an increase of 372.9 billion from yesterday, the main index fell 0.18%, closing at 3821, with a high of 3838 and a low of 3774. The early session lost 3800, and the bank sector was boosted to control the rhythm, but it is unclear whether it triggered some quantitative mechanism, leading to a large drop in volume. The early session had very high volume, with a strong momentum to break through 3 trillion for the day. In the afternoon, people felt it couldn’t drop further, leading to a rebound, and the index was pulled back. The early session had a bit of panic selling, and this long lower shadow candlestick looks like a bottom-finding candlestick. Currently, it still appears to be a fluctuating structure, not a main downward structure.
The market sentiment and index: The early session index breaking below the integer level was certainly unexpected for many. The consensus at this position was a narrow fluctuation, not a main drop. When the early session saw this break and drop, the battle between bulls and bears was very intense, with both optimistic and pessimistic investors coming out together, which is also the reason for the unusually high volume in the early session. The short-term sentiment looked at the first opening of this emotional dragon. Today, it opened low and immediately hit the limit down, and Yunnan Tourism also hit the limit down, directly indicating the collapse of short-term sentiment. Coupled with the market sentiment dropping with the index, it formed a resonance drop of large and small stocks. At the worst point in the early session, only about 300 stocks were in the red, which is an extreme freezing point. The afternoon’s sentiment recovery still relies on the index. In the afternoon, the index V-rebounded, pulling back again, and the domestic chip sector’s Kaimete Gas boosted short-term sentiment, leading to a recovery in the sector and short-term sentiment. It is still quite clear that this is a cyclical retreat, and the next step is chaotic oscillation, planning after the end of the month and the holiday.
The themes: Basically, these several mainstream sectors are performing, domestic chips, robotics, AI, and the themes are still rotating.
2. Reasons for Limit Up
Theme rotation timeline:
Consecutive board stocks: 18 stocks, 34.06 billion
Limit up stocks: 4 stocks, 490 million
N-shaped reversal stocks: 10 stocks, 16.11 billion
ChiNext limit up stocks: 6 stocks, 13.08 billion
Sci-Tech Innovation Board limit up stocks: 1 stock, 1.01 billion
Moore Threads: 5 stocks, 4.27 billion
Chips: 13 stocks, 33.73 billion
Robotics: 15 stocks, 28.11 billion
Artificial Intelligence: 15 stocks, 32.72 billion
Real Estate Infrastructure: 7 stocks, 9.7 billion
Others: 12 stocks, 7.56 billion
Consecutive board stocks opened: 4 stocks, 42.48 billion
First board stocks opened: 16 stocks, 29.87 billion
3. Special Data Supplement
Recent limit up stocks:
ChiNext Index:
4. Dragon and Tiger List Data:
Retail Investor Tracking:
Institutional Buying and Selling:
Brokerage Buying List:
5. Sentiment Index:
Hotness Intensity:
Sentiment Grid:
Monitoring Pool:
Monitoring Pool Interval Rise:
Top 19 Stocks in A-shares by Five-day Interval Rise:
6. Individual Stock Analysis:
7. Individual Stock Limit Up Supplement or Expectation Gap
1. Guangdong Construction: (September 22, 2025) won the bid for the 1.924 billion Guangzhou Financial City East District Chebei Village collective property reconstruction project.
2. Xiangdian Co., Ltd.: The exclusive manufacturer and supplier of the all-electric propulsion system for naval vessels and the aircraft carrier electromagnetic catapult system in China.
3. Changchuan Technology: 131%-145% growth in the first three quarters of 2025.
4. Taimusi: (September 22, 2025) completed the transfer registration: the controlling shareholder Xintai Investment intends to transfer 29.99% of its holdings to Guangzhou Light Industry Group.
5. Jinzi Ham: (September 22, 2025) 400G, 800G, 1.6T and above high-speed optical module core chips: the subsidiary intends to increase its capital by no more than 300 million to hold no more than 20% of Zhongsheng Microelectronics.
6. Guiguang Network: 2502 interaction: cooperating with Yunshang Guizhou, mainly for the construction and operation of related cloud platform projects, providing cloud hosts, cloud storage, cloud networks, databases, big data analysis, load balancing services, and private network leasing services for the project.
7. Lian Micro: 2509 interaction: VCSEL chips have been used in intelligent driving, robotics, optical communication, and other fields.
8. Hengrun Co., Ltd.: 225.67% growth in the first half of 2025 + indirectly holding 51% of Wuzhou Liuchi Zhizuan.
9. Mengke Pharmaceutical: (September 22, 2025) intends to increase no more than 1.033 billion to Haijing Pharmaceutical + (September 22, 2025) signed a strategic cooperation agreement with Nanjing Haijing Pharmaceutical.