Workflow
刚刚,锂电板块大涨
Shang Hai Zheng Quan Bao·2025-09-05 02:36

Market Performance - On September 5, A-shares opened mixed with the Shanghai Composite Index down 0.11%, Shenzhen Component Index up 0.18%, and ChiNext Index up 0.49% [1] - As of the report, the Shanghai Composite Index decreased by 0.06% to 3763.68 points, while the Shenzhen Component Index increased by 1.26% to 12271.22 points, and the ChiNext Index rose by 2.29% to 2839.96 points [1] Sector Performance - Solid-state batteries, photovoltaics, energy storage, and lithium batteries saw significant gains, with Tianhong Lithium's stock hitting the daily limit, and companies like Lijia Technology and Xianhui Technology also rising [3] - Aandi Technology increased by over 12%, and Ningde Times rose by over 4% [3] - Yiwei Lithium Energy opened with a surge, increasing by over 11% as of the report [4] Policy Impact - On September 4, the Ministry of Industry and Information Technology and the State Administration for Market Regulation issued the "Action Plan for Stable Growth in the Electronic Information Manufacturing Industry (2025-2026)" [5] - The plan aims for an average growth rate of around 7% in the added value of large-scale computer, communication, and other electronic device manufacturing industries from 2025 to 2026, with an overall annual revenue growth rate of over 5% when including lithium batteries, photovoltaics, and related components manufacturing [5] Film and Entertainment Sector - The film and cinema sector showed active performance, with China Film hitting the daily limit, and companies like Happiness Blue Sea, Shanghai Film, and Hengdian Film also experiencing gains [6]