Mei Ri Jing Ji Xin Wen·2025-09-05 07:46Group 1 - The A-share market showed strong performance on September 5, 2025, with the Shanghai Composite Index rising 1.24% to return to 3800 points, and the Shenzhen Component Index increasing by 3.89% [1] - The new energy sector, led by CATL, was the market focus, with solid-state battery stocks gaining significant attention. CATL's stock rose by 6.93% with a trading volume of 22.44 billion yuan [3][6] - Recent breakthroughs in solid-state battery technology were reported, with CATL announcing that scientific issues in the industry have been largely resolved, expecting small-scale production by 2027. EVE Energy also unveiled its solid-state battery production base in Chengdu [6] Group 2 - The new energy sector, particularly solid-state batteries, is entering a critical catalytic period for new technologies, with the potential for significant recovery and growth in the sector [9] - The market is experiencing a structural shift, with a dual focus on both the new energy sector and AI/chip sectors, indicating a possible change in A-share market dynamics [8] - The investment logic for the new energy sector suggests that it is poised for a rebound, supported by favorable policies and a clear bottoming out of inventory and capacity cycles [9]