Market Overview - The market experienced a significant decline, with major indices such as the Shanghai Composite Index, Shenzhen Component Index, ChiNext Index, and STAR Market Index dropping by 1.25%, 2.83%, 4.25%, and 6% respectively, while the micro-cap index rose by 0.49% [4] - A total of nearly 3,000 stocks fell, while around 2,200 stocks rose, with a total trading volume of 2.55 trillion [5] Technology Sector - The technology sector faced a substantial downturn, with various sub-sectors like CPO, DRAM, and AI computing chips experiencing declines of over 4%, and CPO dropping nearly 9% [8] - Notable stocks such as Dongxin Technology and Xinyi Technology saw declines of 17.04% and 15.58% respectively, contributing to a total loss of approximately 139.87 billion [7][8] - The overall sentiment in the tech sector was negative, with many stocks falling sharply, indicating a significant "money-losing effect" in the recent volatile market [8] Consumer Sector - The consumer sector showed resilience, with retail, food, and dairy stocks rising by 2.67%, 1.33%, and 3.44% respectively, amidst the broader market decline [16] - Key players like Eurasia Group, Huijia Times, and Youhao Group reached their daily limit up, indicating strong performance in the retail segment [15] - Other consumer-related sectors such as tourism, breeding, and pet economy also experienced notable rebounds [16] Solid-State Battery Sector - The solid-state battery and lithium battery sectors initially surged but later experienced a slight decline, with stocks like Lijia Technology and Tianhong Lithium Battery hitting their daily limit up [25][26] - The market showed interest in companies related to solid-state battery packaging, with one company, Hongyu Packaging, achieving a remarkable 185% increase over four days [30][32] Huawei's New Product Launch - Huawei held a product launch event showcasing the Mate XTs and revealed the long-anticipated Kirin processor, which generated significant market interest [21] - The event was marked by a notable rebound in stocks like Shenzhen Huaqiang and Liyuan Information, reflecting positive sentiment towards Huawei's innovations [21]

Summary of Key Points Core Viewpoint - On September 4th, a total of 41 stocks were involved with institutional investors, with 16 stocks showing net buying and 25 stocks showing net selling [1]. Institutional Net Buying - The top three stocks with the highest net buying by institutions were: - Tianfu Communication: Net buying amount of 622.83 million [2] - New Yisheng: Net buying amount of 408.53 million [2] - Kexin Electromechanical: Net buying amount of 104.31 million [2] Institutional Net Selling - The top three stocks with the highest net selling by institutions were: - Data Port: Net outflow amount of 1.76 billion [1] - Hu Dian Co., Ltd.: Net outflow amount of 1.29 billion [1] - Shangneng Electric: Net outflow amount of 1.02 billion [1]

Core Viewpoint - On September 4, the Shanghai Composite Index fell by 1.25%, the Shenzhen Component Index dropped by 2.83%, and the ChiNext Index decreased by 4.25% [1] Group 1: Stock Performance - A total of 61 stocks appeared on the Dragon and Tiger List due to significant price movements, with the highest net inflow of funds into Xinyi Sheng (300502.SZ) amounting to 804 million yuan [1][4] - Xinyi Sheng's stock price closed down by 15.58% with a turnover rate of 11.77% [2][8] - The stock with the highest net outflow was Yanshan Technology (002195.SZ), which saw a net sell-off of 989 million yuan, accounting for 8.79% of its total trading volume, and closed down by 9.98% with a turnover rate of 24.25% [4][6] Group 2: Institutional and Northbound Capital Activity - Among the 35 stocks on the Dragon and Tiger List, institutions were involved in 15 stocks with a total net purchase of 251 million yuan, while net selling occurred in 20 stocks [6][14] - The stock with the highest institutional net purchase was Tianfu Communication (300394.SZ), which closed down by 15.42% with a turnover rate of 8.45% [7] - Northbound capital participated in 31 stocks on the Dragon and Tiger List, with a total net purchase of 442 million yuan, where Xinyi Sheng had the highest net inflow of 401 million yuan [10][13] Group 3: Common Trends in Institutional and Northbound Capital - Both institutions and northbound capital jointly net bought Xinyi Sheng, Tianfu Communication, and several other stocks, while they collectively net sold stocks like Data Port and Yanshan Technology [13][14] - There were discrepancies in stocks like Huagong Technology and Shanzi High-Tech, where institutions sold while northbound capital bought [13]

Market Overview - On September 4, the market experienced a significant decline, with the ChiNext index dropping over 5 points and the Shenzhen index falling over 4 points, indicating a panic sell-off across the board [3][4] - The "Cold King" (Hanwang Technology) led the decline with a drop of 14.45%, closing at 1202 yuan, down nearly 200 yuan from its intraday high of 1389 yuan [3] Trading Data - The trading day saw 2297 stocks rise and 2990 stocks fall, with a total trading volume of 25.819 trillion yuan, an increase of approximately 1.862 trillion yuan compared to the previous day [4] - Despite the increase in trading volume, there was a net outflow of 122.9 billion yuan, indicating that profit-taking was still prevalent among investors [4] Technical Analysis - The Shanghai Composite Index broke below the 20-day moving average, suggesting a potential for further declines, while the ChiNext index fell below the 10-day moving average [3][4] - The market is currently experiencing a normal adjustment phase, with the potential for a short-term bottoming period if the downward trend can be halted [5] Investor Sentiment - The current market sentiment is cautious, with investors advised to protect their capital and wait for new market leaders to emerge [5] - The overall market liquidity remains good, with a trading volume exceeding 2.5 trillion yuan, indicating that there is still money in the market despite the recent downturn [5]

(责任编辑：宋政 HN002) 格隆汇9月4日｜新易盛(300502)(300502.SZ)今日大跌15.58%，换手率11.77%，成交额349.7亿元。龙虎 榜数据显示，深股通买入27.14亿元，卖出23.13亿元，净买入4.01亿元；两家机构买入15.3亿元，卖出 11.22亿元，净买入4.09亿元。上榜席位全天买入59.16亿元，卖出51.12亿元，合计净买入8.04亿元。(格 隆汇) | 头入金额最大的前5名 | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 交易营业部名称 | | | 买人金额(万) | 占总成交比例 | 卖出金額(万) | 占息成交比例 | 净额(万)● | | 1 | 深股通专用 | 677次 47.27% | 0 | 271385.44 | 7.76% | 231282.98 | 6.61% | 40102.46 | | 2 | 中国中金财富证券有限公司简阳金绩街证券金中国中 | 次 - | | 102114.74 | 2.92% | 102234.74 | 2.9 ...

中国经济网北京9月4日讯新易盛（300502）(300502.SZ)今日股价收报312.10元，跌幅15.58%。 9月2日，中国银河（601881）证券股份有限公司研究员赵良毕、王思宬发布研报《新易盛：单季盈利能 力再创新高强需求动能持续》称，维持对公司"推荐"评级。 ...

| 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | 卖出金额(万) | | --- | --- | --- | --- | --- | --- | | | 深股通专用 | 677次 47.27% | 271385.44 | 7.76% | 231282.98 | | 2 | 中国中金财富证券有限公司简阳金融街证券营业部 | -次 | 102114.74 | 2.92% | 102234.74 | | 3 | 机构专用 | 1705次 43.11% | 99074.08 | 2.83% | 57101.93 | | ব | 中航证券有限公司四川分公司 | 1次 0.00% | 65058.35 | 1.86% | 65467.48 | | 5 | 机构专用 | 1705次 43.11% | 53975.56 | 1.54% | 55095.00 | 中国经济网北京9月4日讯新易盛（300502）今日收报312.10元，跌幅15.58%。 龙虎榜数据显示，买入新易盛金额最大的前五名中，有2家机构专用席位；卖出新易盛金额最大的前五名中，有2家机构专用席位。经统计，机构席位今日买 入新易盛净额 ...

Market Overview - On September 4, the communication equipment sector experienced a significant decline of 9.87%, with Xinyi Sheng leading the drop [1] - The Shanghai Composite Index closed at 3765.88, down 1.25%, while the Shenzhen Component Index closed at 12118.7, down 2.83% [1] Stock Performance - Notable gainers in the communication equipment sector included: - Chutianlong (stock code: 003040) with a closing price of 24.55, up 9.99% and a trading volume of 439,500 shares, totaling 1.043 billion yuan [1] - Cheng Tian Wei Ye (stock code: 300689) with a closing price of 55.60, up 4.00% and a trading volume of 44,100 shares, totaling 243 million yuan [1] - Major decliners included: - Xinyi Sheng (stock code: 300502) with a closing price of 312.10, down 15.58% and a trading volume of 1,041,400 shares, totaling 3.497 billion yuan [3] - Lian Te Ke Ji (stock code: 301205) with a closing price of 97.17, down 15.52% and a trading volume of 167,200 shares, totaling 1.821 billion yuan [3] Capital Flow - The communication equipment sector saw a net outflow of 11.159 billion yuan from institutional investors, while retail investors experienced a net inflow of 8.577 billion yuan [3][4] - Key stocks with significant capital flow included: - Chutianlong with a net inflow of 335 million yuan from institutional investors, accounting for 32.09% of its trading volume [4] - Tongding Interconnection (stock code: 002491) with a net outflow of 14.4 million yuan from retail investors, representing 21.97% of its trading volume [4]

格隆汇9月4日｜新易盛(300502.SZ)今日大跌15.58%，换手率11.77%，成交额349.7亿元。龙虎榜数据显示，深股通买入27.14亿元，卖出23.13亿元，净买入 4.01亿元；两家机构买入15.3亿元，卖出11.22亿元，净买入4.09亿元。上榜席位全天买入59.16亿元，卖出51.12亿元，合计净买入8.04亿元。(格隆汇) | 序号 | 交易营业部名称 | | 买入金额(万) | 占总成交比例 | | --- | --- | --- | --- | --- | | | 深股通专用 | 677次 47.27% 9 | 271385.44 | 7.76% | | 2 | 中国中金财富证券有限公司简阳金融街证券营业部 | 次 ﺍ | ▶ 102114.74 | 2.92% | | 3 | 中航证券有限公司四川分公司 | 1次 0.00% | 65058.35 | 1.86% | | 4 | 机构专用 | 1705次 43.11% | 99074.08 | 2.83% | | 5 | 机构专用 | 1705次 43.11% | 53975.56 | 1.54% | | | (买入前5名与卖出前5名 ...

【龙虎榜|新易盛今日跌15.58% 1家机构专用席位净买入4.20亿元】智通财经9月4日电，新易盛今日跌 15.58%，成交额349.70亿元，换手率11.77%，盘后龙虎榜数据显示，深股通专用席位买入27.14亿元并 卖出23.13亿元，1家机构专用席位净买入4.20亿元，有1家机构专用席位净卖出1119.44万元。 转自：智通财经 ...