开盘：三大指数涨跌不一 CPO概念涨幅居前

Market Performance - The three major indices showed mixed performance, with the ChiNext Index opening up by 1.18% [1] - As of the opening, the Shanghai Composite Index was at 3807.76 points, down 0.15%, while the Shenzhen Component Index was at 12526.30 points, up 0.44% [1] Policy and Regulatory Updates - The Ministry of Commerce announced that starting September 4, 2025, anti-dumping duties on certain imported optical fibers from the U.S. will be applied to related products, with rates set at 37.9% for Corning, 33.3% for OFS-Fitel, and 78.2% for other U.S. companies [2] - A joint meeting between the Ministry of Finance and the People's Bank of China emphasized the need for coordinated fiscal and monetary policies to support the stable development of the bond market [2] Industry Developments - Several paper manufacturers, including Nine Dragons Paper and Shanying International, have implemented a dual strategy of price increases and production halts as the traditional peak season approaches [2] - Wenzhou has officially established an Artificial Intelligence Bureau, marking the first of its kind in Zhejiang Province [3] Corporate Announcements - Zhongcheng Co. plans to issue shares to acquire 100% of Jiangsu Qingneng and raise matching funds [3] - A subsidiary of Aishida, Qianjiang Robotics, secured an order for 1888 intelligent welding robots from Honglu Steel Structure [4] Market Sentiment and Outlook - According to Zhongyuan Securities, the A-share market is currently benefiting from favorable internal and external policies, with liquidity improving and net inflows from global funds [8] - Dongguan Securities noted that the TMT sector is expected to maintain high growth due to the dual drivers of the AI wave and domestic substitution, which could lead to increased industry performance [8]