沪深成交额10:37破万亿，央行操作与多项IPO更新

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"https://www.hkex.com.hk/eng/stat/smstat/dayquot/GEM/e_G260907.htm" ], "source_tier": "A" }, { "event_id": "hkex-hk-20260907-derivatives-daily", "title": "港交所公布 9 月 7 日股指及股票期货数据", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": null, "event_type": "turnover_data", "asset_keys": ["SECURITIES"], "direction_score": {"SECURITIES": 0}, "confidence": 78, "horizon": "intraday", "raw_facts": { "statistic_date": "2026-09-07", "hsif_total_volume": "80,532 张", "hsif_open_interest": "122,595 张", "hsif_open_interest_change": "-701", "hhi_total_volume": "99,947 张", "hhi_open_interest": "248,283 张", "hhi_open_interest_change": "+2,404", "stock_futures_volume": "3,298 张", "stock_futures_open_interest": "24,812 张", "stock_futures_open_interest_change": "+1,037" }, "transmission_chain": "港交所股指及股票期货的成交与未平仓量提供跨市场风险对冲活动读数；各品种方向分化，缺少单一指向证券板块的净信号，方向分数记为 0。", "invalidation_conditions": "港交所更正 2026-09-07 各期货品种成交量或未平仓量。", "source_urls": [ 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"A" }, { "event_id": "cls-cn-20260907-jinchengzi-ma-zhbtk", "title": "金橙子筹划收购智博泰克控制权", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-07T08:44:27Z", "event_type": "ipo_pipeline", "asset_keys": ["SECURITIES"], "direction_score": {"SECURITIES": 1}, "confidence": 65, "horizon": "weeks", "raw_facts": { "announcement_date": "2026-09-07", "transaction": "金橙子拟通过发行股份及支付现金方式购买智博泰克控制权", "trading_halt": "不超过 5 个交易日" }, "transmission_chain": "上市公司筹划发行股份并支付现金收购控制权，增加并购重组项目储备与投行服务需求，方向分数记为+1。", "invalidation_conditions": "公司终止筹划、披露交易不再以发行股份及支付现金方式进行，或交易所披露与该事项相反的进展。", "source_urls": ["https://www.cls.cn/detail/2475956"], "source_tier": "B" }, { "event_id": "cls-cn-20260907-aotuo-ipo-committee-approved", "title": "奥拓科技科创板 IPO 获上市委审议通过", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-07T09:12:33Z", "event_type": "ipo_pipeline", "asset_keys": ["SECURITIES"], "direction_score": {"SECURITIES": 1}, "confidence": 74, "horizon": "weeks", "raw_facts": { "announcement_date": "2026-09-07", "issuer": "奥拓科技", "board": "科创板", "status": "上市委审议通过", "planned_issuance": "3775.84 万股", "intended_funds": "5.25 亿元" }, "transmission_chain": "科创板 IPO 推进至上市委审议通过，扩充发行与承销项目的可执行储备，方向分数记为+1。", "invalidation_conditions": "交易所或发行人披露审议结果被撤销、项目终止或发行规模与募资额被修订。", "source_urls": [ "https://www.cls.cn/detail/2475995", "[https://www.[stcn.com/article/detail/4176103.html](https://www.stcn.com/article/detail/4176103.html)](https://stcn.com/article/detail/4176103.html](https://www.stcn.com/article/detail/4176103.html))" ], "source_tier": "B" }, { "event_id": "cls-cn-20260907-ipo-acceptance-statistics", "title": "上周 IPO 受理为零，在审项目 413 家", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-07T10:44:11Z", "event_type": "ipo_pipeline", "asset_keys": ["SECURITIES"], "direction_score": {"SECURITIES": -1}, "confidence": 70, "horizon": "weeks", "raw_facts": { "statistic_period": "2026-08-31 至 2026-09-06", "new_ipo_acceptances": "0 家", "year_to_date_ipo_acceptances": "245 家", "ipo_projects_under_review": "413 家" }, "transmission_chain": "该周新 IPO 受理为 0 家，短期新增发行项目入口减少；在审项目仍为 413 家，方向分数仅对短期项目增量记为-1。", "invalidation_conditions": "财联社更正统计期受理数、年内受理数或在审项目数，或交易所公布与该统计相冲突的汇总数据。", "source_urls": ["https://www.cls.cn/detail/2476142"], "source_tier": "B" }, { "event_id": "cls-cn-20260907-suiyuan-ipo-results", "title": "燧原科技新股网上弃购 16,874 股", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-07T11:05:01Z", "event_type": "ipo_pipeline", "asset_keys": ["SECURITIES"], "direction_score": {"SECURITIES": 0}, "confidence": 68, "horizon": "days", "raw_facts": { "announcement_date": "2026-09-07", "issuer": "燧原科技", "online_abandoned_shares": "16874 股", "underwriter_underwriting_amount": "239.91 万元" }, "transmission_chain": "新股网上弃购与保荐机构包销金额反映单个项目的发行结果；来源未提供可外推至证券板块的同比或行业基准，方向分数记为 0。", "invalidation_conditions": "发行人、承销机构或交易所更正网上弃购股数或保荐机构包销金额。", "source_urls": ["https://www.cls.cn/detail/2476170"], "source_tier": "B" }, { "event_id": "cls-cn-20260907-xinhua-media-ma-jmcls", "title": "新华传媒拟收购界面财联社控股权", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-07T11:06:55Z", "event_type": "ipo_pipeline", "asset_keys": ["SECURITIES"], "direction_score": {"SECURITIES": 1}, "confidence": 67, "horizon": "weeks", "raw_facts": { "announcement_date": "2026-09-07", "transaction": "新华传媒拟发行股份购买界面财联社控股权", "trading_halt": "累计不超过 10 个交易日" }, "transmission_chain": "发行股份购买控股权的筹划增加并购重组项目储备与投行服务需求，方向分数记为+1。", "invalidation_conditions": "公司终止筹划、披露交易不再以发行股份购买方式进行，或交易所披露与该事项相反的进展。", "source_urls": [ "https://www.cls.cn/detail/2476177", "http://xk-annc-a.cls.cn/annc/2026/09/08/c9edb04dfcdcd4786bf3e9b33f70d4b8.pdf" ], "source_tier": "B" }, { "event_id": "cls-cn-20260907-300889-aike-ma-approved", "title": "爱克股份收购东莞硅翔获重组委通过", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-07T11:45:33Z", "event_type": "ipo_pipeline", "asset_keys": ["SECURITIES"], "direction_score": {"SECURITIES": 1}, "confidence": 75, "horizon": "weeks", "raw_facts": { "announcement_date": "2026-09-07", "issuer": "爱克股份（300889）", "transaction": "发行股份及支付现金购买东莞硅翔 100%股权", "status": "深圳证券交易所并购重组审核委员会 2026 年第 13 次审议会议审议通过" }, "transmission_chain": "并购重组项目获深交所重组委审议通过，项目从审核节点向实施推进，方向分数记为+1。", "invalidation_conditions": "深交所、公司或巨潮资讯披露审议结果被撤销、项目终止或交易范围发生实质修订。", "source_urls": [ "https://www.cls.cn/detail/2476231", "http://static.cninfo.com.cn/finalpage/2026-09-08/1225552297.PDF" ], "source_tier": "B" }, { "event_id": "cls-cn-20260907-cicc-dongxing-xinda-merger", "title": "中金获准吸收合并东兴、信达证券", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-07T12:10:44Z", "event_type": "ipo_pipeline", "asset_keys": ["SECURITIES"], "direction_score": {"SECURITIES": 1}, "confidence": 82, "horizon": "weeks", "raw_facts": { "announcement_date": "2026-09-07", "status": "中国证监会核准中金公司通过换股方式吸收合并东兴证券和信达证券", "new_shares": "31.04 亿股", "dongxing_exchange_ratio": "0.4376", "xinda_exchange_ratio": "0.5210", "xinda_cash_option_price": "17.75 元/股" }, "transmission_chain": "证监会核准头部券商换股吸收合并两家券商，证券业整合进入可执行阶段，方向分数记为+1。", "invalidation_conditions": "证监会、合并各方或交易所披露核准被撤销、换股比例或新增股份数被修订，或交易终止。", "source_urls": [ "https://www.cls.cn/detail/2476246", "https://www.cls.cn/detail/2476249", "https://www.cls.cn/detail/2476304" ], "source_tier": "B" }, { "event_id": "cls-cn-20260907-changyuan-donggu-ma-kanghao", "title": "长源东谷拟 50.1 亿元收购康浩 100%股权", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-07T12:26:52Z", "event_type": "ipo_pipeline", "asset_keys": ["SECURITIES"], "direction_score": {"SECURITIES": 1}, "confidence": 68, "horizon": "weeks", "raw_facts": { "announcement_date": "2026-09-07", "issuer": "长源东谷", "transaction": "拟收购康浩 100%股权", "transaction_value": "50.1 亿元" }, "transmission_chain": "50.1 亿元上市公司收购计划形成新的并购项目线索，相关财务顾问、承销与交易服务需求增加，方向分数记为+1。", "invalidation_conditions": "公司终止交易、交易对价或收购比例发生实质修订，或后续披露否定该收购计划。", "source_urls": ["https://www.cls.cn/detail/2476256"], "source_tier": "B" }, { "event_id": "cls-cn-20260908-fund-private-placement", "title": "27 家公募基金获 473.46 亿元定增配售", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-07T22:21:20Z", "event_type": "liquidity_flow", "asset_keys": ["SECURITIES"], "direction_score": {"SECURITIES": 1}, "confidence": 66, "horizon": "weeks", "raw_facts": { "report_publication_date": "2026-09-08", "statistics_cutoff": "2026-09-06", "public_fund_count": "27 家", "private_placement_amount": "473.46 亿元", "year_on_year_change": "+168.71%", "listed_company_count": "93 家" }, "transmission_chain": "公募基金定增配售金额及覆盖公司数上升，提供权益再融资资金承接的增量线索，方向分数记为+1。", "invalidation_conditions": "财联社更正统计截至日期、基金数量、配售金额、同比变动或上市公司数量。", "source_urls": ["https://www.cls.cn/detail/2476433"], "source_tier": "B" }, { "event_id": "pbc-cn-20260908-reverse-repo-175", "title": "央行开展 10 亿元 7 天期逆回购", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-08T01:20:30Z", "event_type": "liquidity_flow", "asset_keys": ["SECURITIES"], "direction_score": {"SECURITIES": 0}, "confidence": 92, "horizon": "days", "raw_facts": { "operation_date": "2026-09-08", "announcement_number": "第 175 号", "operation_type": "7 天期逆回购", "operation_amount": "10 亿元", "interest_rate": "1.40%", "bid_amount": "10 亿元", "awarded_amount": "10 亿元" }, "transmission_chain": "人民银行披露 7 天期逆回购操作金额与利率；本期未核验同期限到期量，无法确定净投放，方向分数记为 0。", "invalidation_conditions": "人民银行更正第 175 号公告的操作品种、金额、利率、投标量或中标量。", "source_urls": ["http://www.pbc.gov.cn/zhengcehuobisi/125207/125213/125431/125475/2026090808550785449/index.html"], "source_tier": "A" }, { "event_id": "stcn-cn-20260908-shengu-ipo-subscription", "title": "神谷集团新股发行价 4.39 元/股", "event_time_utc": null, "event_time_quality": "day_only", "published_at_utc": "2026-09-08T01:54:00Z", "event_type": "ipo_pipeline", "asset_keys": ["SECURITIES"], "direction_score": {"SECURITIES": 1}, "confidence": 70, "horizon": "days", "raw_facts": { "announcement_date": "2026-09-08", "issuer": "神谷集团", "issue_price": "4.39 元/股", "issue_shares": "31100.03 万股", "online_issuance": "6531.00 万股", "price_earnings_ratio": "29.81 倍" }, "transmission_chain": "新股申购参数披露使发行与承销流程进入可执行节点，方向分数记为+1。", "invalidation_conditions": "发行人、交易所或承销机构更正发行价格、发行数量、网上发行数量或市盈率，或发行安排终止。", "source_urls": [ "[https://www.[stcn.com/article/detail/4176096.html](https://www.stcn.com/article/detail/4176096.html)](https://stcn.com/article/detail/4176096.html](https://www.stcn.com/article/detail/4176096.html))", "https://www.cls.cn/detail/2476468" ], "source_tier": "B" }, { "event_id": "market-cn-20260908-turnover-1trillion", "title": "沪深分钟合成成交额 10:37 突破 1 万亿元", "event_time_utc": "2026-09-08T02:37:00Z", "event_time_quality": "exact", "published_at_utc": null, "event_type": "turnover_data", "asset_keys": ["SECURITIES"], "direction_score": {"SECURITIES": 2}, "confidence": 88, "horizon": "intraday", "raw_facts": { "event_time_beijing": "2026-09-08 10:37:00", "calculation_scope": "上交所 000001 与深交所 399106 逐分钟成交额按相同分钟对齐后精确求和，不是交易所发布的单一沪深全市场汇总口径", "threshold": "1000000000000 元", "cumulative_turnover_at_crossing": "1000111488217.11 元" }, "transmission_chain": "沪深指数分钟成交额合成值在 10:37 首次跨过 1000000000000 元，高成交活跃度直接增加证券经纪、两融与交易服务的短期业务敏感度，方向分数记为+2。", "invalidation_conditions": "上交所 000001 或深交所 399106 分钟行情修订，导致按相同分钟对齐的累计成交额未在 10:37 首次超过 1000000000000 元。", "source_urls": [ "http://yunhq.sse.com.cn:32041/v1/sh1/line/000001?select=time,price,change,change_pct,volume,amount", "https://www.szse.cn/api/market/ssjjhq/getTimeData?marketId=1&code=399106" ], "source_tier": "A" }, { "event_id": "exchanges-cn-20260908-morning-market-snapshot", "title": "11 时沪深分钟合成成交额 1131137941976.11 元", "event_time_utc": "2026-09-08T03:00:00Z", "event_time_quality": "exact", "published_at_utc": null, "event_type": "turnover_data", "asset_keys": ["SECURITIES"], "direction_score": {"SECURITIES": 1}, "confidence": 88, "horizon": "intraday", "raw_facts": { "event_time_beijing": "2026-09-08 11:00:00", "calculation_scope": "上交所 000001 与深交所 399106 逐分钟成交额按相同分钟对齐后精确求和，不是交易所发布的单一沪深全市场汇总口径", "sse_000001_cumulative_turnover": "532280789471 元", "szse_399106_cumulative_turnover": "598857152505.11 元", "combined_cumulative_turnover": "1131137941976.11 元", "sse_512880_price_at_1100": "1.0910", "sse_512880_previous_close": "1.0910", "sse_512880_cumulative_volume": "616672002 股", "sse_512880_cumulative_turnover": "673415086 元" }, "transmission_chain": "截至 11:00 的沪深分钟合成成交额为 1131137941976.11 元，盘中交易活跃度提高证券经纪与交易服务的短期敏感度；证券 ETF 价格与前收盘同为 1.0910，方向分数保守记为+1。", "invalidation_conditions": "上交所 000001、512880 或深交所 399106 的 11:00 及以前分钟行情修订，导致任一累计值或证券 ETF 价格发生变化。", "source_urls": [ "http://yunhq.sse.com.cn:32041/v1/sh1/line/000001?select=time,price,change,change_pct,volume,amount", "https://www.szse.cn/api/market/ssjjhq/getTimeData?marketId=1&code=399106", 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