格隆汇9月5日丨吉林敖东(000623.SZ)公布，近日，吉林敖东药业集团股份有限公司控股子公司吉林敖 东药业集团延吉股份有限公司(简称"延吉药业")收到国家药品监督管理局下发的"硫酸特布他林雾化吸入 用溶液"的《药品注册证书》。 硫酸特布他林雾化吸入用溶液的适应症：缓解支气管哮喘、慢性支气管炎、肺气肿及其它肺部疾病所合 并的支气管痉挛。 ...

Group 1 - The company, Jian Sheng Group (603558.SH), announced a share buyback program, having repurchased a total of 7.4963 million shares, which represents 2.12% of its current total share capital [1] - The highest transaction price for the repurchased shares was 9.77 yuan per share, while the lowest was 8.78 yuan per share [1] - The total amount of funds spent on the share buyback, including transaction fees, reached 70.0852 million yuan [1]

Group 1 - The company Zhongzai Zihuan (600217.SH) announced that its wholly-owned subsidiary Zhongzai Sheng (Huanggang) Resource Recycling Co., Ltd. received a government subsidy of 12.75 million yuan in August 2025 [1] - This government subsidy is related to revenue and accounts for 56.74% of the company's audited net profit attributable to shareholders for the fiscal year 2024 [1]

格隆汇9月5日丨新泉股份(603179.SH)公布，截至本公告披露日，公司第三期员工持股计划所持有的公 司股票9,259,136股已全部出售完毕。公司实施第三期员工持股计划期间，严格遵守市场交易规则，遵守 中国证监会、上海证券交易所关于信息敏感期不得买卖股票的规定，不存在利用内幕信息进行交易的情 形。部出售完毕， ...

格隆汇9月5日丨标准股份(600302.SH)公布，为终止上海标准海菱缝制机械有限公司（简称"标准海 菱"）持续亏损给公司带来的不利影响，进一步优化整合资源，提高运营效率，公司拟对标准海菱实施 清算退出。本次清算退出完成后，标准海菱的独立法人资格将被注销，其客户资源、核心技术等将在公 司内部进行整合。 ...

Core Viewpoint - The renewable energy sector is experiencing a significant surge, driven by technological advancements, increased demand for energy storage, and supportive policies, leading to a rebound in stock prices and ETF performance [1][2]. Group 1: Market Performance - The Shanghai Composite Index has returned to 3,800 points, with the ChiNext Index rebounding by 6.55%, recovering the previous three-day decline of 6.09% [1]. - Key stocks in the renewable energy sector, such as XianDai Intelligent and Yangguang Electric, saw substantial gains, with XianDai Intelligent hitting the daily limit and Yangguang Electric and Yiwei Lithium Energy rising over 16% [1]. - ETFs with high exposure to renewable energy, including the Huaxia New Energy ETF, surged by 10.9%, while the New Energy Vehicle ETF increased by 8.34% [1]. Group 2: Industry Dynamics - The renewable energy industry is witnessing a positive shift, particularly in the lithium battery sector, with a favorable production outlook for September and a surge in orders for domestic energy storage cell manufacturers due to explosive growth in overseas demand [1][2]. - Solid-state battery technology has seen continuous breakthroughs this year, leading to expectations of increased orders in the market [1][2]. - The "2025-2026 Action Plan for Stable Growth in the Electronic Information Manufacturing Industry" aims to support high-end manufacturing and promote high-quality development in sectors like photovoltaics [2]. Group 3: Financial Projections - The lithium battery sector is projected to see revenue and net profit growth of 13.78% and 28.07%, respectively, in the first half of 2025, indicating an improvement in performance [2]. - The Huaxia New Energy ETF is the first in the market to track the ChiNext New Energy Index, covering the entire renewable energy industry, including batteries, photovoltaics, and semiconductors [2]. - The New Energy Vehicle ETF, with a scale of 4.962 billion yuan, is the largest in its category, featuring key stocks from upstream resource leaders to downstream vehicle manufacturers [2].

储能电池ETF(159566)跟踪跟踪国证新能源电池指数，聚焦储能发电产业链，电池权重超过45%，与 AIDC电源与液冷等相关公司的权重接近30%，与固态电池相关公司的权重接近36%，同时受益储能旺 季+AIDC+固态电池催化。 格隆汇9月5日｜上证指数缩量收涨1.24%，终结3连阴；创业板指反包大涨6.55%，收盘价再创2022年1 月以来新高。 固态电池产业链掀涨停潮，锦浪科技20CM涨停，亿纬锂能（维权）、阳光电源涨超16%，固德威涨超 12%，带动储能电池ETF(159566)今日大涨9.25%，近5周涨40.24%。 业内指出，固态电池板块于2025年形成的业绩拐点，其核心驱动力源于三大逻辑的共振：电池产业新技 术突破、供需格局扭转和新场景爆发三大逻辑共同推动的结果。 ...

Core Viewpoint - Zhonghuan Hailu (301040.SZ) resumed trading with a 20% limit down at 31.68 yuan, with a transaction volume of 18.02 million yuan, resulting in a market capitalization of 3.168 billion yuan. The company announced the termination of the control change due to a lack of agreement between the controlling shareholder and the counterparty regarding future development arrangements [1]. Summary by Relevant Sections - Stock Performance - The stock resumed trading at a 20% limit down, priced at 31.68 yuan [1]. - The trading volume was 18.02 million yuan, leading to a market capitalization of 3.168 billion yuan [1]. - Corporate Governance - The company decided to terminate the control change matter after discussions among relevant parties, indicating a lack of consensus on future development plans [1]. - Regulatory Compliance - The company applied to the Shenzhen Stock Exchange for the resumption of trading and convertible bonds, ensuring fair information disclosure to protect investor interests [1].

格隆汇9月5日丨中科电气(300035.SZ)在互动平台表示，当前固态电池有多种技术路线，不同技术路线 对负极材料需求有所差异。目前，公司在面向固态电池的硅碳负极、锂金属负极等新型负极方面均有开 发和产品布局。 ...

Core Viewpoint - Concerns over President Trump's intervention in Federal Reserve policy and unpredictable tariff policies are causing investors to shy away from holding dollar assets [1] Group 1 - Bart Wakabayashi, manager at State Street Securities' Tokyo branch, indicates that the dollar is currently underweighted and suggests there may be room for a rebound in dollar buying at some point [1] - Investors may be waiting for interest rate cuts to materialize before re-entering the dollar market [1]