开盘：三大指数集体低开 F5G概念跌幅居前

Market Overview - The three major indices opened lower, with the ChiNext index down 0.79%. As of the market opening, the Shanghai Composite Index was at 3804.48 points, down 0.45%; the Shenzhen Component Index was at 13037.08 points, down 0.63%; and the ChiNext index was at 3089.90 points, down 0.79% [1] Economic Data - In August, the total electricity consumption in China reached 10,154 billion kilowatt-hours, a year-on-year increase of 5.0%, with industrial electricity consumption accounting for nearly 60% and manufacturing electricity consumption growing by 5.5% year-on-year [1] - From the Ministry of Industry and Information Technology, it was reported that from January to July 2025, the sales of new passenger cars equipped with combination driving assistance systems reached 7.76 million units, with a penetration rate of 62.6%, an increase of 5.7 million units and 40 percentage points compared to the same period in 2021 [1] Corporate Announcements - Ganli Pharmaceutical announced a supply framework agreement related to insulin with a minimum value of 3 billion yuan [2] - Wolong Nuclear Materials announced a planned investment of 1 billion yuan to establish a new materials project in Suzhou [2] - Hualing Cable announced a plan to acquire control of SanZhu Intelligent for no more than 270 million yuan, accelerating entry into the robotics sector [2] - Shengmei Shanghai announced the delivery of its first KrF process front-end coating and developing equipment to a leading logic wafer factory in China [4] - Dongshan Precision announced plans to issue H-shares and list on the Hong Kong Stock Exchange [5] - Aowei New Materials completed the transfer of shares, with the controlling shareholder changing to a holding platform established by an affiliate of Zhiyuan Robotics [6] - Baijin Medical announced that its radiofrequency ablation system has entered the special review process for innovative medical devices [13] Market Sentiment - Zhongyuan Securities noted that the A-share market is experiencing a rebound and wide fluctuations, with banks, precious metals, engineering construction, and shipping ports performing well, while tourism, small metals, real estate, and software development sectors lagged [9] - Dongguan Securities observed that the A-share market is in a consolidation phase, with structural opportunities still significant, particularly in the semiconductor industry, which continues to show strength [10]