CATL(SZ:300750) Xin Lang Cai Jing·2025-08-29 07:48Group 1 - The A-share market showed a narrow fluctuation on August 29, 2025, with the Shenzhen Component Index and ChiNext Index reaching new highs during the session. Strong sectors included insurance, liquor, and small metals, while concepts like sodium batteries, lithium mines, solid-state batteries, and battery recycling saw significant gains [1] - As of August 28, 2025, a total of 3,967 listed companies in A-shares had disclosed their semi-annual reports for 2025, with 3,077 companies reporting profits and 890 companies reporting losses. Notably, 201 companies had net profits exceeding 1 billion yuan, and 809 companies experienced net profit growth exceeding 50% [1] - The A500 ETF leader (563800) rose by 0.89%, with its constituent stocks showing strong performance, including Ningde Times up 10.24% and BYD up 4.23%, indicating a recovery in market confidence and investment interest [1] Group 2 - Wanlian Securities noted that most companies reported year-on-year growth in net profit, particularly among leading firms, suggesting a gradual recovery in corporate profitability. The market sentiment improved in August, driven by policies aimed at reducing competition and boosting industry chain prosperity [2] - The TMT sector saw significant capital inflows, with various sub-sectors in pharmaceuticals and machinery equipment gaining market attention. The market's liquidity is expected to improve further due to increased trading activity and active leveraged funds [2] - Financial confidence is expected to be supported by policies aimed at demand-side recovery and increased household savings entering the market, which will be crucial for the strength of market indices [2]