有色金属虽领涨但不宜追高

Market Overview - On September 15, the market experienced a collective decline with all three major indices falling, while the total trading volume in the Shanghai and Shenzhen markets reached 2.52 trillion, an increase of 832 billion compared to the previous trading day [1] - The market showed a mixed performance with over 3,300 stocks declining, while sectors such as non-ferrous metals, storage chips, and film and television gained [1] - The non-ferrous metal sector saw significant gains due to a surge in international non-ferrous futures, with several stocks hitting the daily limit, although there are concerns about potential profit-taking as the Federal Reserve's meeting approaches [1] Company Highlights - Dongcai Technology (601208) reported increased attention on its high-speed electronic resin products, which are now supplied to major server systems including those of Nvidia and Huawei, marking a new growth point for the company [2] - Newju Network (605398) announced that shareholder Shanghai Senxiao has reduced its holdings by 162.71 million shares, with a total planned reduction of up to 244.07 million shares, representing 1.50% of the company's total share capital [2] - Qingshan Paper (600103) clarified that its subsidiary's net profit is minimal compared to the company's total net profit, indicating that the classification of the company within the optical module concept will not impact its main business [3] New Stock Subscription - A new stock named United Power is available for subscription on September 15, 2025, with an issue price of 12.48 and listed in the automotive electronics and electrical systems sector [5] External Market - On the previous Friday, the US stock market showed mixed results, with the Nasdaq reaching a new closing high, while the Dow Jones and S&P 500 indices fell slightly [7] - Notable declines were observed in vaccine stocks, with Pfizer dropping over 3% and BioNTech and Moderna falling more than 7%, while major tech stocks like Tesla and Microsoft saw gains [7]