科技股大幅回调，新能源赛道拉升

Market Overview - The A-share market experienced a significant adjustment, with major indices declining, including the Shanghai Composite Index dropping over 2% and the ChiNext Index falling by more than 3.8% [3] - The STAR 50 Index saw a sharp decline, with an intraday drop exceeding 5% [3] Sector Performance - The telecommunications sector faced a substantial decline, with intraday losses exceeding 8%, impacting several previously high-performing stocks [4] - Notable stocks such as Xinyi Technology and Zhongji Xuchuang experienced intraday drops of over 14% [5] - The electronics sector also suffered, with a drop exceeding 4%, and leading stocks like Cambrian Technologies fell by over 13% [6] - Other sectors such as non-ferrous metals, defense, and pharmaceuticals also ranked among the largest decliners [7] - Conversely, sectors like retail, social services, textiles, and electric equipment showed resilience, performing well against the market trend [8] New Energy Sector - The new energy sector stocks demonstrated strong performance, with the CSI New Energy Theme Index showing an intraday increase of nearly 4% [9] - Key stocks in this sector, such as EVE Energy, saw intraday gains exceeding 13% [11] - Other notable performers included Zhongwei Co., which rose over 14%, and Shanneng Electric, which increased by over 16% [12] - EVE Energy reported a total revenue of 28.17 billion yuan for the first half of 2025, marking a year-on-year growth of 30.06% [12]