Zheng Quan Shi Bao·2025-09-04 03:34Market Overview - A-shares opened mixed on September 4, with CPO, innovative drugs, and electrical equipment sectors leading gains, while liquor, defense, oil, and semiconductor sectors saw declines [1] - Hong Kong's Hang Seng Index and Hang Seng Tech Index opened slightly higher, with BYD, JD Group, Li Auto, and Tencent rising over 1%, but later turned negative with NIO dropping over 4% and SMIC falling more than 3% [1] Lithium Battery Sector - The lithium battery sector showed strong performance, with Yiwei Lithium Energy rising over 10% to reach a new high, and Ningde Times increasing by more than 3% [2][4] - Solid-state battery stocks remained active, with Dongfang Zirconium hitting the daily limit, and several companies like Haibo Technology and Funeng Technology also showing significant gains [4] - The lithium sector received multiple positive signals, including a call from the China Nonferrous Metals Industry Association for healthy development and collaboration across the industry chain [4] Photovoltaic Sector - The photovoltaic sector experienced fluctuations but showed strength, with Ancai High-Tech hitting the daily limit and other companies like Daqo Energy and Trina Solar also rising [5] - According to SMM, in August, the price of photovoltaic glass increased due to demand and supply support, with a notable price adjustment of 2 RMB per square meter for 2.0mm single-layer coated glass in September [5] Apple-Related Stocks - Apple-related stocks were active, with Zhengye Technology and Shengli Precision hitting the daily limit, and other companies like Dongcai Technology and Xinwangda also seeing gains [7] - Reports indicate that Apple plans to launch an AI-supported web search tool for Siri next year, competing with OpenAI and Perplexity [9] - An Apple event is scheduled for September 10, where the iPhone 17 series and an upgraded Apple Watch are expected to be announced [9]