CATL(SZ:300750) Sou Hu Cai Jing·2025-09-15 09:57Group 1: Industry Insights - The incident involving Xibei has highlighted the importance of transparency in food preparation methods, with a shift towards on-site cooking being announced by the company [1] - The market's reaction to the incident indicates a consumer preference for freshly prepared food, as evidenced by a live cooking event attracting over 50,000 viewers [1] - The pre-prepared food sector has seen fluctuations in stock performance, influenced by public sentiment and regulatory developments [11] Group 2: Market Reactions - The A-share market showed mixed results, with the Shanghai Composite Index down by 0.26% while the Shenzhen Component and ChiNext Index rose by 0.63% and 1.52% respectively [7] - A total of 1,916 stocks rose while 3,375 fell, indicating a broader market decline with a median drop of 0.48% [8] - The market's trading volume decreased by 2,435 million yuan compared to the previous day, totaling 22,774 million yuan [7] Group 3: Economic Indicators - The Federal Reserve is expected to announce a rate cut, with market speculation leaning towards a 25 basis point reduction, although some anticipate a more significant cut of 50 basis points [4][5] - Historical data suggests that the S&P 500 index typically shows positive returns within 12-24 months following the Fed's initial rate cuts [6] Group 4: Sector Performance - The internet sector index increased by 2.25%, driven largely by gaming stocks, which are expected to benefit from a favorable market environment [9] - The gaming industry is entering a product innovation cycle, similar to the innovative drug sector, with high potential for revenue growth once products are launched [11] - The electric equipment sector led industry gains, with CATL's stock rising over 9%, contributing significantly to the overall market performance [12] Group 5: Regulatory Developments - Nvidia is under investigation for potential antitrust violations, which may negatively impact its supply chain while benefiting domestic AI and computing sectors [13]