午评：主要股指小幅下跌 IT设备股领涨 有色金属股领跌

Market Overview - The Shanghai and Shenzhen stock indices opened slightly higher on September 16, with the Shanghai Composite Index briefly rising before experiencing a decline of approximately 0.57% during the session [1] - By midday, the Shanghai Composite Index closed at 3856.45 points, down 0.10%, with a trading volume of about 633.3 billion yuan; the Shenzhen Component Index closed at 12971.80 points, down 0.26%, with a trading volume of approximately 848.5 billion yuan [2] Sector Performance - Sectors such as precious metals, coal, automotive parts, and tourism showed strong gains at the opening [1] - IT equipment, semiconductors, cloud gaming, and liquid cooling servers performed well initially, while sectors like non-ferrous metals, pork, and film exhibition faced weakness [1] - By midday, IT equipment, exoskeleton robots, and automotive thermal management led the gains, while non-ferrous metals, agriculture, and sodium batteries saw significant declines [1] Institutional Insights - Guojin Securities noted that the rise in A-shares in August was driven by three factors: global liquidity, resolution of long-term systemic risks, and sentiment catalysts from important festivals and meetings [3] - CITIC Securities highlighted the new development model for the energy storage industry following the release of Document No. 136 by the National Development and Reform Commission, indicating improved profitability for energy storage projects [3] - CICC pointed out the growth potential for indoor ski resorts as a new real estate category, addressing the supply-demand imbalance in China's skiing market [4] Policy Developments - The Ministry of Agriculture and Rural Affairs reported progress in building livable and workable rural areas, with significant improvements in infrastructure and public services in rural areas [5] - The Ministry of Transport released new technical standards for hydrogen transportation, which will enhance safety and operational guidelines for hydrogen transport [6] - Policies aimed at expanding the "15-minute convenient living circle" in cities are set to be introduced, focusing on services for the elderly and children [8]