宁德时代“老树开新花”，热点开始切换了吗

Group 1 - The core focus of the market has shifted to the new energy sector, particularly solid-state batteries, with CATL leading the charge [1] - On September 5, CATL's stock rose by 6.93%, with a trading volume of nearly 20 billion yuan, while other companies in the solid-state battery sector, such as EVE Energy and Guoxuan High-Tech, also saw significant gains [1] - Recent technological breakthroughs in the solid-state battery field have been reported, with CATL expecting to achieve small-scale production by 2027 and EVE Energy announcing the launch of its all-solid-state battery production base [1] Group 2 - The new energy sector, represented by battery technology, was one of the hottest sectors from 2020 to 2021, but faced adjustments post-2022 until the "924" policy in 2024 reignited growth [2] - CATL's stock performance has been steady, approaching its historical high of 370.89 yuan, while AI and chip sectors, represented by companies like Cambricon and "Yi Zhongtian," have also shown signs of recovery [2] - The market has transitioned from a single focus on AI stocks to a dual focus on both AI and new energy sectors, indicating a potential shift in market style [2] Group 3 - The core logic supporting the current market rally remains unchanged, with a focus on structural rather than rhythmic growth [3] - The new energy sector is expected to attract funds seeking yield flexibility, particularly as it enters a critical catalytic period with new technologies like solid-state batteries [3] - The industry is currently in a phase where it is less sensitive to negative news and more responsive to positive developments, indicating potential for significant recovery [3]