Core Viewpoint - Alibaba has reduced its stake in Singapore Post, cashing out SGD 65 million (approximately RMB 360 million) [1] Group 1 - The selling price was set at SGD 0.428 per share, representing a discount of approximately 6.96% [1] - In April of this year, Alibaba and Singapore Post agreed to terminate their cross-shareholding arrangement [1] - Singapore Post indicated that this move is expected to bring in approximately SGD 55.86 million for the group [1]

Group 1 - The A-share market has seen a rise in companies related to lab-grown diamonds, with notable increases in stock prices for several firms [1] - Jing Sheng Machinery (晶盛机电) experienced a significant increase of 16.22%, bringing its total market capitalization to 45 billion [2] - Guo Ji Precision Engineering (国机精工) reached a 10% increase, with a market cap of 18.3 billion and a year-to-date increase of 146.73% [2] Group 2 - Other companies such as Hui Han Diamond (惠韩钻石) and Man Ka Long (曼卡龙) also saw gains, with increases of 3.50% and 2.77% respectively [2] - Li Liang Diamond (力量钻石) and Huang He Xuan Feng (黄河旋风) had smaller increases of 2.73% and 2.00%, with market caps of 7.74 billion and 6.61 billion respectively [2] - The MACD golden cross signal has formed, indicating a positive trend for these stocks [2]

MACD金叉信号形成，这些股涨势不错！ 格隆汇9月5日｜A股市场黄金概念股午后拉升，其中，西部黄金逼近涨停，白银有色、国城矿业（维 权）涨超6%，紫金矿业、湖南白银涨超5%，赤峰黄金、山东黄金涨超4%。 | 代码 | 名称 | ● | 涨幅%↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 601069 | 西部黄金 | | 9.81 | 271亿 | 160.69 | | 601212 | 白银有色 | 豪 | 6.81 | 302亿 | 46.76 | | 000688 | 国城矿业 | 1 | 6.40 | 170亿 | 27.25 | | 601899 | * 1,5,5% | | 5.19 | 6674亿 | 68.50 | | 002716 | 湖南白银 | 1 | 5.19 | 172亿 | 79.35 | | 600988 | 赤峰黄金 | 1 | 4.56 | 528亿 | 79.03 | | 600089 | 特变电工 | 1 | 4.52 | 748亿 | 18.63 | | 600547 | 山东黄金 | 1 | 4 ...

Core Viewpoint - Dongfeng Motor reported a significant increase in vehicle sales for August, with a total of 212,000 units sold, representing a year-on-year growth of 25.2% [1] Group 1: Sales Performance - In August, Dongfeng Motor sold 212,000 vehicles, marking a year-on-year increase of 25.2% [1] - The sales of new energy vehicles (NEVs) exceeded 100,000 units in August, showing a year-on-year growth of 36% [1] - Cumulatively, from January to August, Dongfeng Motor sold 578,000 new energy vehicles [1]

当前，固态电池已成为板块增长新极，背后核心逻辑在于产业正迎来"技术突破+需求爆发"的双轮驱 动。与传统液态锂电池相比，固态电池具备更高安全性、更强能量密度，可广泛应用于电动车、储能、 人形机器人和低空经济等多个高增长领域。 格隆汇9月5日｜9月5日，电池板块放量飙涨，固态电池含量超4成的电池ETF（561910）大涨超7%，再 创2023年年初以来新高。先导智能涨超17%，锦浪科技、杭可科技涨超13%，阳光电源涨超13%，厦钨 新能、固德威涨超11%，天赐材料、亿纬锂能涨、珠海冠宇超8%。 交投活跃，电池ETF（561910）昨日净流入超1.7亿元，近五日持续吸金超5.2亿元，最新规模超15亿 元，创历史新高。年内日均成交额超4000万，流动性位居同类前列。 基本面上看，电池板块中报业绩爆发，中证电池主题指数归母净利润同比增长20%，营收增长11%，板 块业绩呈现V型反弹，景气度拐点确认。 最新消息显示，亿纬锂能、宁德时代等龙头企业订单近期大幅增长80%，下游需求迅速起量导致电芯出 现排产紧张、供不应求的局面。截至9月4日，当前中证电池主题指数估值29.61X，低于近十年历史上 70%的时间，具备较强安全边际 ...

格隆汇9月5日丨粤桂股份(000833.SZ)公布，公司于2025年 9 月 4 日召开第九届董事会第三十八次会 议，审议通过了《关于设立全资子公司参与投资事项的议案》。根据公司战略转型发展和实际经营需 要，公司将使用自有资金以现金出资方式，投资设立全资子公司广东粤桂晶源矿业有限公司(具体名称 以工商核准登记为准，以下简称"晶源矿业")，晶源矿业注册资本人民币 10,000 万元。 本次设立全资子公司晶源矿业目的是为公司非金属新能源材料业务提供稳定保障，助推公司战略转型发 展，开拓、培育新的业务增长点，提升公司核心竞争力。 ...

格隆汇9月5日｜新能源产业链连续第三日强势上涨，固态电池龙头先导智能涨超14%，天赐材料、恩捷 股份涨停，阳光电源涨超10%创历史新高，带动新能源ETF(516160)涨超5%，录得三连涨，今年累计上 涨24%，创业板ETF南方(159948)上涨3.47%。 新能源ETF(516160)紧密跟踪中证新能源指数，涵盖光伏、锂电、风力、核电四大细分领域，全面覆盖 新能源产业。该ETF最新规模为50.5亿元，处同标的断层第一，同时管理费+托管费仅为0.2%/年，低于 同类0.6%的费率水平。 创业板ETF南方(159948)跟踪创业板指具有鲜明的 "三创四新" 特点，其成分股多分布在电力设备、电 子、通信、医药、计算机等新兴产业领域，4月9日-9月1日累计涨60%，是涨幅最猛的宽基指数，目前 估值处于近十年35.88%分位点，估值处宽基指数最低。 ②《电子信息制造业2025-2026年稳增长行动方案》开始发力支持高端制造，同时提及在破除"内卷 式"竞争中实现光伏等领域高质量发展。 ③新能源行业经历近3年下行，出清较为充分，锂电池板块营收和净利润2025年上半年分别增长13.78% 和28.07%，板块业绩增速提升 ...

格隆汇9月5日｜A股三大指数早盘集体上涨，截至午盘，沪指涨0.35%报3778.95点，深成指涨2.01%， 创业板指涨3.48%，北证50指数涨2.74%，科创50指数涨2.02%。沪深京三市半日成交额13960亿元，较 上日缩量2227亿元，全市场超3900只个股上涨。 MACD金叉信号形成，这些股涨势不错！ 盘面上，固态电池板块大面积涨停，金银河、华盛锂电20CM涨停，天赐材料、多氟多、光华科技等多 股10CM涨停，近期多家龙头企业订单大幅增长80%；潜在的减产预期刺激锂矿股上涨，博迁新材涨 停，赣锋锂业、天齐锂业涨超5%；光伏设备板块走强，艾能聚涨近15%，阿特斯、阳光能源涨超10%， 两部门发《方案》提及依法治理光伏等产品低价竞争；CPO概念股反弹，腾景科技20cm涨停，沃格光 电、可川科技10CM涨停。 另外，银行股回调，邮储银行、农业银行跌超2%；大消费板块普跌，旅游、食品饮料、零售等方向跌 幅居前，国光连锁一度触及跌停，妙可蓝多、长白山跌超7%。(格隆汇) ...

Group 1 - Morgan Stanley raised the target price for Hang Lung Properties from HKD 6.5 to HKD 9, upgrading the rating to "Overweight" [1] - Tenant sales in mainland China improved in July and August, compared to a 4% year-on-year decline in the first half of the year [1] - Sales at Plaza 66 in Shanghai stabilized, recovering from a 4% drop in the second quarter [1] Group 2 - The long-term outlook is positive due to expected growth in inbound tourism and a rebound in consumer demand driven by tax refund policies [1] - The pre-leasing rate for the retail portion of Westlake 66 in Hangzhou has reached 81%, with an expected opening in 2026 [1] - The company is leasing an additional 452,000 square feet of space to expand the street-facing area of the mall [1] Group 3 - Potential residential unit sales could generate over HKD 10 billion in revenue, reducing the debt ratio by more than 5 percentage points [1] - The current dividend yield stands at 6.5%, which is higher than peers [1] - The dilution of shares from scrip dividends is expected to cease after the full-year results announcement in 2025 [1]

格隆汇9月5日｜博通(AVGO.US)在目前的夜盘交易中涨超6%，报325.9美元。消息面上，英国金融时报 称，OpenAI明年将与博通合作，联合生产自主研发的人工智能芯片，削弱对英伟达的依赖。该芯片将 于明年交付。 ...