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].

格隆汇9月5日｜济民健康（维权）(603222.SH)跌8.85%，报10.5元，总市值55.13亿元。济民健康公告，公司控股股东、实控人之一致行动人双鸽集团有限公 司计划15个交易日后的3个月内，以集中竞价和大宗交易方式，减持公司股份合计不超过1575.27万股，即不超过公司总股本的3%。(格隆汇) ...

格隆汇9月5日｜伯恩斯坦：将博通(AVGO.US)目标股价上调至400美元，此前为295美元。 ...

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]