Group 1 - Anzheng Fashion opened up 0.44% on September 8, indicating positive market sentiment towards the stock [1] - Western Gold, a gold stock, opened up 6.44%, reflecting strong interest in precious metals [1] - Tongrun Equipment in the energy storage sector hit the daily limit up, while Tianhong Lithium opened up 13.67%, showcasing robust performance in the lithium battery market [1] Group 2 - First Opening Co., a robotics concept stock, opened down 3.99%, suggesting potential concerns in the robotics sector [1] - Zhongyuan Home Furnishing, a home furnishing stock, achieved a daily limit up for three consecutive days, indicating strong demand in the home goods market [1] - Solid-state battery concept stocks like Yinglian Co. and Dadongnan opened down 2.39% and 3.63% respectively, reflecting some volatility in this emerging technology [1] Group 3 - Shanghai Electric, which is expected to undergo restructuring, opened up 5.92%, indicating investor optimism regarding the company's future prospects [1] - Industrial mother machine stocks such as Qin Chuan Machine Tool opened down 1.47%, while Huadong CNC opened up 0.09%, showing mixed performance in the industrial machinery sector [1]

Major Events - Kweichow Moutai's controlling shareholder obtained a loan of 2.7 billion yuan to increase holdings [1] - SMIC is actively promoting the purchase of 49% equity in SMIC North, but the transaction plan is still under discussion [1] - Guokai Microelectronics is advancing the issuance of shares and cash payment for asset acquisition and fundraising [1] - Aerospace Hongtu signed a strategic cooperation agreement with Pakistan, but the formal contract signing remains uncertain [1] - Sinopec announced a cash dividend of 0.088 yuan per share (before tax) for A-shares [1] - Hikvision's chairman proposed a mid-2025 dividend plan of 4 yuan for every 10 shares [1] - Anzheng Fashion reported no undisclosed major events [1] - China State Construction is acquiring equity in a Shanghai real estate project for approximately 15.478 billion yuan [1] - Guokai Co., Ltd. changed its stock name to Guokai Electronics [1] - Kailuan Co. completed the change in the equity structure of China Cinda [1] - Unification Co. completed the change in the equity structure of its controlling shareholder [1] - ST Xin Dongli's stock may face delisting risk warning [1] - Jinlang Technology reported normal recent operations with no significant changes in the internal and external environment [1] - Sungrow Power Supply confirmed normal operations with no undisclosed major events [1] - Tiantong Co. reported normal production and operations with no significant changes [1] - Keyuan Pharmaceutical received a decision letter on the anti-monopoly review without further examination [1] - Zhizheng Co. was approved to issue shares for asset acquisition and fundraising [1] - Amlogic plans to issue H-shares and list on the Hong Kong Stock Exchange [1] - Digital Certification's controlling shareholder changed to Beijing Data Group [1] - ST Songfa signed a contract for two 30.6 million-ton ultra-large crude oil tankers with Hengli Shipbuilding [1] - Guangqi Technology signed a contract worth 1.278 billion yuan for the mass production of metamaterials [1] - Hongrun Construction won a bid for the Ningbo Ring City South Road East Extension Phase I project with a bid price of 388 million yuan [1] Performance - Muyuan Foods reported sales revenue of 11.85 billion yuan from live pigs in August, a year-on-year decrease of 12.30% [1] - Ankai Bus's cumulative production increased by 68.06% this year [1] - Shuguang Co. reported a 45.58% increase in axle sales in August [1] - Jinxinnong reported sales revenue of 121 million yuan from live pigs in August [1] Buyback - Yingke Medical adjusted the upper limit of its share repurchase price from 26.51 yuan per share to 41.88 yuan per share [2]

股票交易异常波动的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ●安正时尚集团股份有限公司（以下简称"公司"）股票连续两个交易日（2025 年9月4日、9月5日）收盘价格涨幅偏离值累计超过20%，根据《上海证券交易所 交易规则》的有关规定，属于股票交易异常波动情形。 ●经公司自查并向控股股东、实际控制人书面征询核实、确认，截至本公告 披露日，公司及控股股东、实际控制人不存在应披露而未披露的重大事项。 ●敬请广大投资者注意二级市场交易风险，理性决策，审慎投资。 一、股票交易异常波动的具体情况 公司股票连续两个交易日（2025年9月4日、9月5日）收盘价格涨幅偏离值累 计超过20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常 波动情形。 证券代码：603839 证券简称：安正时尚 公告编号：2025－052 安正时尚集团股份有限公司 （一）生产经营情况 经公司自查，公司目前生产经营情况正常，内外部经营环境未发生重大变化， 不存在应披露而未披露的重大信息。 （二）重大事项情况 经公司自查并向控 ...

Market Overview - A total of 96 stocks hit the daily limit up, with a limit-up rate of 86%, indicating strong market momentum [1] - The market saw a significant increase, with the ChiNext Index leading the gains, and the Shanghai Composite Index regaining the 3800-point level [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.3 trillion, a decrease of 239.6 billion from the previous trading day [1] Sector Performance - The market's focus was primarily on the new energy sector, with over 4800 stocks rising and less than 500 declining [1] - Key sectors that performed well included solid-state batteries, photovoltaics, CPO, and third-generation semiconductors, while banking and dairy sectors saw declines [1] - The solid-state battery industry experienced renewed interest following successful advancements in mass production technology by leading companies [5] Stock Analysis - The advancement rate for consecutive limit-up stocks rose to 42.86%, with the highest limit-up stocks maintaining a maximum of 4 consecutive days [3] - Notable stocks included Anzheng Fashion with 4 consecutive limit-ups, Tongrun Equipment and Shoukai Co. with 3 consecutive limit-ups, and Xibu Gold with 4 limit-ups over 5 days [4][11] - The North Exchange saw a concentration of funds in stocks with larger price movements, particularly in lithium battery and computing hardware sectors [3] Key Developments - Xian Dao Intelligent announced breakthroughs in solid-state battery production, attracting significant market interest and leading to multiple stocks in the supply chain hitting limit-ups [5] - The third-generation semiconductor sector gained traction following Nvidia's plans to use silicon carbide in its new processor, leading to a surge in related stocks [6] - The robotics industry is witnessing commercial success, with companies like Ubtech signing significant contracts and preparing for IPOs, contributing to positive market sentiment [7] Future Outlook - The market is expected to maintain its upward momentum as long as it stays above key moving averages, although smaller stocks may lag behind due to previous declines [10] - The upcoming economic indicators and events, including major conferences in the pharmaceutical sector, may influence market dynamics and investor sentiment [8][9]

| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 603839 | 安正时尚 | 11.47 | 9.97% | 10.89万 | | 1.25亿 | | 300577 | 开润股份 | 23.80 | 6.77% | 6.62万 | | 1.56亿 | | 603001 | 奧康国际 | 9.39 | 6.70% | 12.11万 | | 1.12亿 | | 300901 | 中胤时尚 | 17.17 | 4.25% | 4.77万 | | 7919.93万 | | 603665 | 康隆达 | 29.15 | 4.11% | 3.30万 | | 9451.94万 | | 002486 | 嘉麟杰 | 2.84 | 4.03% | 43.55万 | | 1.23亿 | | 300952 | 恒辉安防 | 27.27 | 4.00% | 3.93万 | | 1.05亿 | | 002780 | 三夫户外 | 14.13 | 3.90% | 16.18万 | | 2.28亿 | | ...

Market Performance - The Shanghai Composite Index closed at 3812.51 points, up 1.24% [1] - The Shenzhen Component Index closed at 12590.56 points, up 3.89% [1] - The ChiNext Index increased by 6.55% [1] - The STAR Market 50 Index rose by 3.39% [1] Stock Movement - Among the tradable A-shares, 4856 stocks rose, accounting for 89.66%, while 473 stocks fell [1] - There were 108 stocks that hit the daily limit up, and 7 stocks that hit the limit down [1] - The industries with the most stocks hitting the limit up included Power Equipment (31 stocks), Electronics (18 stocks), and Machinery Equipment (11 stocks) [1] Notable Stocks - *ST Shenghuo and ST Zhongdi are among the 12 stocks that hit the limit up and are classified as ST stocks [1] - Anzheng Fashion has recorded 4 consecutive limit up days, the highest among all stocks [1] - Qingshan Paper has the highest closing limit up order volume with 60.99 million shares, followed by Anzheng Fashion and Tiantong Co., with 31.67 million and 23.91 million shares respectively [1] Fund Flow - In terms of order volume, the stocks with the highest limit up order funds include Wolong Electric Drive (394 million yuan), Anzheng Fashion (363 million yuan), and Ganfeng Lithium (311 million yuan) [1]

Group 1 - The textile and apparel sector saw Anzheng Fashion achieve a four-day consecutive limit-up, indicating strong market performance [1] - The photovoltaic sector also performed well, with Tongrun Equipment recording three consecutive limit-ups, reflecting positive investor sentiment [1] - A total of 108 stocks in the A-share market reached their daily limit-up on September 5, showcasing a broad market rally [1] Group 2 - Other notable stocks include Shoukai Co., which achieved three consecutive limit-ups in the real estate sector, and *ST Zhengping, which also recorded three consecutive limit-ups in the photovoltaic sector [1] - Zhongyuan Home Furnishing and Tianji Co. both achieved two consecutive limit-ups, with Zhongyuan focusing on cross-border e-commerce and Tianji on solid-state batteries [1] - Key players in the lithium battery sector, such as Jianbang Co. and Tianhong Lithium, also saw two consecutive limit-ups, indicating growing interest in this industry [1]

Focus Events - China Securities Index Company will officially release four indices on September 11, 2025, including the CSI A500 Relative Growth Index and the CSI A500 Pure Value Index, providing diversified investment targets for the market [1] Important Data - The U.S. ADP employment data for August showed an increase of 54,000 jobs, which is below the market expectation of 65,000 and significantly lower than the revised 106,000 from the previous month, indicating a slowdown [2] - The probability of the Federal Reserve cutting interest rates in September has increased, with expectations of a total cut of 50 basis points within the year, which is seen as a supporting factor for rising gold prices in the fourth quarter [2] Macro News - The People's Bank of China announced a 1 trillion yuan reverse repurchase operation to maintain ample liquidity in the banking system, with expectations of a potential reserve requirement ratio cut in the fourth quarter [3] Industry Dynamics - The State Council issued a document aiming to release the potential of sports consumption, targeting a total scale of over 7 trillion yuan for the sports industry by 2030, with six key measures proposed [4] - The Ministry of Industry and Information Technology released a growth stabilization plan for the electronic information manufacturing industry for 2025-2026, proposing 16 specific measures to promote industry upgrades and innovation [6] Company Focus - Huawei launched its second-generation foldable smartphone Mate XTs with a starting price of 17,999 yuan, which is 2,000 yuan lower than the previous generation [9] - Hangzhou High-tech announced that all members of its board of directors have resigned due to a change in control [11] - Sino Medical was ordered to rectify due to information disclosure violations, with regulatory talks held with its chairman and others [14] - BYD reportedly lowered its 2025 sales target by 16% from 5.5 million to 4.6 million vehicles, a cautious decision ahead of the peak sales season [16] - China Pingmei Shenma Group signed a strategic cooperation framework agreement with LONGi Green Energy to collaborate in photovoltaic power generation and green hydrogen [17][18] - Junsheng Electronics reported collaborations with leading clients in the humanoid robot sector, including customized supply of control boards and battery systems [20] - Beijing Lier signed a strategic cooperation agreement with SenseTime and Xiwang Technology to explore AI computing power collaboration [22] - Kebo Da announced a plan to acquire 60% of Kebo Da Intelligent Technology for 345 million yuan, aiming to enter the automotive intelligence sector [24] - China Shipbuilding announced that China Heavy Industry's A-shares will be delisted on September 5, following a share swap merger [28] - Yutong Bus reported an 16.78% year-on-year increase in sales for August, with total sales for the year up 4.51% [29] - Ningbo Construction announced winning construction projects worth a total of 1.117 billion yuan [31]

Major Events - China Shipbuilding announced that it plans to absorb and merge with China Heavy Industry, with the latter's A-share stock set to be delisted on September 5, 2025. After the delisting, the stock value will not be reflected in investors' accounts until the conversion to China Shipbuilding A-shares is completed [4] - Anzheng Fashion's stock has experienced three consecutive trading days of limit-up prices, indicating potential irrational speculation in the market. No significant media reports or market rumors have been found that could impact the stock price [5] - Zhonghuan Hailu has terminated its plans for a change in control after failing to reach an agreement with the trading party regarding future development. The company's stock will resume trading on September 5 [6] - Kebo Da plans to acquire 60% of Kebo Da Intelligent Technology for 345 million yuan, aiming to enter the automotive intelligence sector and enhance its technological capabilities [7] - Shangneng Electric reported no undisclosed significant matters that could affect its stock trading, confirming stable operational conditions [8] - Jingxing Paper also stated that there have been no significant changes in its operational environment, with no undisclosed major information affecting stock prices [9] - Guoxin Health announced the passing of its independent director Bai Yan due to illness on August 31, 2025 [10] - Jiangsu Shuntian will change its stock name to "Suhao Fashion" starting September 10, 2025, while the stock code remains unchanged [11] Performance Overview - Yutong Bus reported sales of 4,260 units in August 2025, representing a year-on-year increase of 16.78%. Cumulative sales from January to August reached 28,800 units, up 4.51% year-on-year [12][13] - Wen's Shares recorded sales of 324,570 pigs in August, generating revenue of 4.825 billion yuan, with a slight month-on-month decline of 1.07%. The average selling price of live pigs was 13.9 yuan/kg, with year-on-year changes of 37.88% and -17.7% respectively [14] - Jiangling Motors reported a year-on-year increase of 8.92% in automobile sales for August, totaling 30,003 units. Cumulative sales from January to August reached 226,500 units, up 5.67% year-on-year [15] Shareholding Changes - Jimin Health's controlling shareholder plans to reduce its stake by up to 3%, equivalent to a maximum of 15.7527 million shares, within three months after 15 trading days [16] - Changfei Fiber announced that its major shareholder, Yangtze Communication, intends to reduce its stake by up to 0.15%, or 1.1 million shares, within three months after 15 trading days [17] Major Contracts - Ningbo Construction's subsidiaries have won construction projects worth a total of 1.117 billion yuan [18]

Core Viewpoint - Anzheng Fashion announced that its stock has experienced a significant increase, closing at the limit up price for three consecutive trading days, indicating potential market overreaction and irrational speculation [1] Summary by Relevant Sections - **Stock Performance** - Anzheng Fashion's stock closed at the limit up price on September 2, 3, and 4, indicating a substantial short-term price increase [1] - The actual volatility of the stock price has been considerable, suggesting heightened market activity [1] - **Market Sentiment** - The company noted that the short-term surge in stock price may be attributed to overheated market sentiment and irrational speculation [1] - As of now, there have been no significant media reports or market rumors that could impact the stock price, apart from the information already disclosed by the company [1] - **Company Disclosures** - The company has not been involved in any market hot concepts or related matters that could influence trading prices [1]