刚刚，反攻！发生了什么？

Market Overview - A-shares experienced a significant rebound on September 5, with the Shanghai Composite Index returning to 3,800 points and the ChiNext Index surging by 6.55%, marking a new high since January 2022 [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 2.3 trillion yuan, a decrease of 239.6 billion yuan compared to the previous trading day, with over 4,800 stocks rising and fewer than 500 declining [3] Sector Performance - The new energy sector saw a strong performance, particularly in solid-state battery stocks, with companies like Paton achieving a 30% limit-up and others like Jin Yinhe and Yucheng Intelligent recording 20% limit-up [3] - The photovoltaic and wind power sectors also performed well, with Jinlang Technology and other companies seeing gains of over 10% [3] - The CPO and PCB sectors experienced a rebound, with Shenghong Technology hitting a 20% limit-up [5] Industry Insights - The solid-state battery technology is approaching a critical point for large-scale production, with several automakers planning to adopt this technology by 2027 [3] - China's dominance in the global photovoltaic and energy storage markets is highlighted, with over 70% of the global production capacity for silicon materials, wafers, batteries, and modules being controlled by China [4] - The new energy storage capacity in China exceeded 100 GW in the first half of the year and is expected to reach 291 GW by 2030 [3] Future Outlook - Analysts suggest that the upward trend in the A-share market is likely to continue, supported by reasonable market valuations and positive policy expectations [6][7] - The market is expected to maintain a "slow bull" trend, with technology growth and core assets likely to outperform in September [6][7]