Xuan Gu Bao·2025-09-26 08:30Market Overview - The market experienced fluctuations with the ChiNext index dropping over 2% in the afternoon session. AI hardware stocks, such as optical modules, faced declines, while the wind power sector saw significant gains with companies like Weili Transmission and Jixin Technology hitting the daily limit. Overall, more than 3,300 stocks in the Shanghai and Shenzhen markets were in the red, with a total transaction volume of 2.17 trillion yuan [1]. Wind Power Sector - The wind power sector surged today, with companies like Jixin Technology and Jiaze New Energy achieving consecutive daily limits. The sector is catalyzed by China's commitment to reducing greenhouse gas emissions by 7%-10% from peak levels by 2035 and increasing wind and solar power capacity to six times that of 2020, targeting 3.6 billion kilowatts. Morgan Stanley predicts an acceleration in wind power installations during the 14th Five-Year Plan, with annual additions exceeding 110 GW, driven by favorable pricing and demand for offshore wind projects [4][6]. Domestic Chip Sector - The domestic chip sector remained active, with companies like Yangyuan Beverage and Xianglong Electric achieving consecutive daily limits. Changjiang Storage Technology recently completed its shareholding reform, indicating a valuation of 160 billion yuan. JPMorgan has raised its global storage market forecast, predicting a market size of nearly $300 billion by 2027, driven by increasing demand from cloud service providers [7][9]. New Energy Vehicles - The new energy vehicle sector saw significant gains, with companies like Zhejiang Xiantong and Tianqi Mould hitting daily limits. The launch of the new AITO M7 model saw over 10,000 units reserved within five minutes and over 30,000 in one hour. Analysts suggest that the integration of intelligent technologies in vehicles is expected to drive sales growth, supported by favorable policies and increasing market penetration of new energy vehicles [10][12]. Other Active Sectors - Other sectors such as environmental protection and military industry showed notable activity, while pharmaceuticals and PCB sectors experienced the largest declines [12].