A股两大板块走强，超100亿资金流入超级赛道

Market Overview - The A-share market experienced slight fluctuations, with the Shenzhen Component Index closing above 13,000 points for the first time in nearly three years, while the ChiNext Index and CSI 300 also reached multi-year highs [1] - The Shanghai Composite Index and SSE 50 showed minor declines, with a total trading volume shrinking to 2.3 trillion yuan [1] Sector Performance - The battery, gaming, pork, and film sectors saw significant gains, while aerospace equipment, rare metals, communication devices, and consumer electronics faced declines [1] - The automotive industry attracted over 10.4 billion yuan in net inflows, making it the only sector with net inflows exceeding 10 billion yuan for the day [2] - Other sectors like media, machinery, and power equipment received over 2 billion yuan in net inflows, while electronics and non-ferrous metals experienced significant net outflows of over 7.1 billion yuan and 4.3 billion yuan, respectively [2] Pork Sector Insights - The pork sector saw a strong performance, with the index reaching a one-and-a-half-year high, driven by stocks like Delisi and Aonong Biological, which saw gains of over 10% [3][4] - The Ministry of Agriculture and Rural Affairs is set to hold a meeting on September 16 to discuss production capacity control in the pig farming industry, which may lead to a gradual exit of inefficient capacity and an increase in price levels [5] - Huaxi Securities noted that the ongoing measures to curb overproduction in the pig industry could enhance the profitability of companies with high breeding efficiency and cost control [5] Gaming Sector Developments - The gaming sector surged over 4%, reaching an eight-year high, with stocks like Xinghui Entertainment and Perfect World hitting significant gains [6] - The DOTA2 International Championship recently concluded, with a Chinese team finishing as runners-up, and the next championship is scheduled to be held in Shanghai in 2026 [7] - Citic Securities anticipates a noticeable increase in gaming companies' Q3 performance due to strong summer revenues and the release of popular games in Q2 [7]