Sou Hu Cai Jing·2025-09-04 17:28Market Overview - On September 4, the A-share market experienced a collective pullback, with all three major indices declining. The total trading volume reached 2.58 trillion yuan, an increase of over 180 billion yuan compared to the previous trading day. Despite the overall market adjustment, more than 2,200 stocks closed higher, with 44 stocks hitting the daily limit up [1] Sector Performance - The dairy, duty-free shops, and prepared dishes sectors led the market's rise, while sectors related to national big fund holdings, packaging optics, and lithography machines saw significant declines [1] Institutional Ratings - A total of 174 buy ratings were issued by institutions, covering 160 stocks. Great Wall Motors became a market focus, receiving three buy ratings from institutions. Among the stocks with buy ratings, 64 records provided explicit target prices, with 43 stocks showing an upside potential exceeding 20% [1] High Upside Potential Stocks - ZTE Corporation has the highest upside potential, with a target price of 67.37 yuan per share, indicating a potential increase of 64.96%. Other stocks with significant upside include AVIC Optoelectronics and BYD, with potential increases of 63.44% and 54.81%, respectively [1] Industry Preferences - The power equipment industry is favored by institutions, with stocks like EVE Energy and Tianci Materials among 15 stocks receiving buy ratings. The automotive and machinery equipment industries also attracted institutional attention, with 14 and 12 stocks, respectively, receiving buy ratings [1] Northbound Capital Inflows - New Yi Sheng and Tianfu Communication received significant attention from both institutions and northbound capital. They ranked first and second in net buying amounts, with 4.01 billion yuan and 2.82 billion yuan, respectively [4] Company Announcements - BYD announced its global presence in over 112 countries and regions, leading in several overseas new energy vehicle markets. Seven of its eight roll-on/roll-off ships are now operational. Additionally, Seiyun Circuit reported mass production of its AI glasses for major overseas clients and several technological breakthroughs in the AI server field [7]