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]

Group 1 - Cathie Wood, founder and CEO of ARK Invest, purchased 108,238 shares of Figma stock through the ARKW ETF, valued at approximately $7,374,254, indicating strong confidence in the design platform's future [1] - The ARKK ETF acquired 131,700 shares of Intellia Therapeutics stock, totaling $1,542,207, continuing a recent trend of increasing holdings and reflecting long-term potential confidence [1] - Cathie Wood reduced holdings in Roku by selling 26,465 shares, valued at $2,606,008, consistent with a recent trend of divesting from the streaming device manufacturer [1]

格隆汇9月5日｜国光连锁(605188.SH)跌停报19.76元，封单逾1万手，暂成交7亿元，最新市值99亿元。 国光连锁公告，公司实际控制人之一兼董事长胡金根因个人资金需求，计划自公告之日起15个交易日后 的90日内，通过集中竞价或大宗交易方式减持不超过1250.6万股，占公司总股本的2.49%，减持价格不 低于公司首次公开发行股票的发行价。同时，公司实际控制人之一兼董事、副总经理胡春香因个人资金 需求，计划在同一期间通过集中竞价交易方式减持不超过250.6万股，占公司总股本的0.5%。(格隆汇) ...

格隆汇9月5日｜胜宏科技(300476.SZ)20CM涨停，报价295.8元，创历史新高，总市值超2550亿元；该股年内累涨605%。公司发布投资者关系活动记录表 称，在人工智能算力PCB领域，公司市场份额位居全球领先，核心应用涵盖AI算力卡、算力服务器、算力服务器机柜、数据中心交换机、通用基板等关 键设备。公司具备70层以上高精密线路板量产能力，是全球首批实现6阶24层AI算力数据中心产品的大规模生产，以及8阶28层HDI与16层任意互联 （Any-layer）HDI技术能力的企业。目前，公司正持续推进10阶30层HDI的研发认证，并拥有100层以上高多层PCB技术能力。 ...

Core Viewpoint - The photovoltaic sector is experiencing a strong upward trend, driven by positive policy signals and a recovery in industry chain prices, with significant gains observed in various companies [1][2][4]. Group 1: Market Performance - As of September 5, photovoltaic stocks have shown strong performance, with notable increases such as Jinlang Technology rising over 17% and Sunshine Power increasing over 12% [1][2]. - The photovoltaic equipment sector has seen a cumulative increase of over 44% since its low point on April 9 [3]. Group 2: Policy Impact - The "anti-involution" initiative has been emphasized since the July meeting of the Central Financial Committee, aiming to eliminate low-price disorderly competition in the photovoltaic industry [4]. - The Ministry of Industry and Information Technology and the State Administration for Market Regulation have jointly issued a plan to promote high-quality development in the photovoltaic and lithium battery sectors [4]. Group 3: Price Recovery - The prices of photovoltaic materials, particularly silicon wafers, have shown significant recovery since July, with N-type G10L single crystal silicon wafers reaching an average price of 1.28 yuan per piece, a week-on-week increase of 2.40% [5]. - The price of 2.0mm single-layer coated glass has been raised by 2 yuan per square meter in September, indicating a positive trend for leading photovoltaic glass companies [5]. Group 4: Financial Performance - Sunshine Power reported a revenue of 43.533 billion yuan for the first half of 2025, a year-on-year increase of 40.34%, with a net profit of 7.735 billion yuan, up 55.97% [7]. - Longi Green Energy's revenue for the first half of 2025 was 32.813 billion yuan, a decrease of 14.83%, but it managed to reduce its net loss by 50.88% to 2.569 billion yuan [7]. - Trina Solar faced significant losses, with a net profit loss of 2.918 billion yuan, a year-on-year decline of 654.47% [7]. Group 5: Future Outlook - Analysts expect the photovoltaic industry to gradually recover due to ongoing policy support and continuous optimization of production capacity [6][8]. - The second quarter performance of the photovoltaic sector showed signs of marginal improvement, with expectations for further positive developments in the second half of the year [8].