A股这一赛道，突然异动！

Market Overview - On September 26, the three major A-share indices opened slightly lower and experienced fluctuations, with the Shanghai Composite Index down by 0.65%, the Shenzhen Component Index down by 1.76%, and the ChiNext Index down by 2.6% [1] Sector Performance - Technology stocks experienced a broad pullback, particularly in computing power and artificial intelligence sectors [1] - The chemical fiber sector showed strength against the market trend, with Shennong Co. hitting the daily limit [1] - The military industry sector rose, with Chengfei Integration and Xiangdian Co. also hitting the daily limit [1] - Wind power concepts were active, with Mingyang Smart Energy and Jixin Technology reaching the daily limit [1] Non-Ferrous Metals Sector - The non-ferrous metals sector performed strongly, with Jingyi Co. achieving three consecutive daily limits, and Jiangxi Copper, Tongling Nonferrous Metals, and others following suit [5] - A meeting of the Copper Industry Association highlighted ongoing issues with low processing fees due to "involution" competition in the copper smelting industry [5] Wind Power and Renewable Energy - On September 24, China announced a new round of national contributions, aiming for non-fossil energy consumption to account for over 30% of total energy consumption by 2035, with wind and solar power capacity expected to reach six times that of 2020 [4] - Research reports indicate that the wind power value chain has successfully achieved "anti-involution" through industry self-discipline, with a turnaround in pricing and overall profitability expected by early 2025 [4] Semiconductor Sector - The semiconductor industry chain saw significant gains, with companies like Liandong Technology and Jingcheng Machinery rising over 10% [6] - Analysts predict that domestic wafer fabs could increase their global market share from 10% to 30%, indicating a potential threefold expansion opportunity [7] - Short-term trends show strong performance in the semiconductor sector, driven by a "catch-up" demand and recent price increases in upstream materials like silicon wafers [8]