R&Y(SH:603286) Zheng Quan Shi Bao Wang·2025-09-29 02:43Core Viewpoint - The stock market showed positive momentum with significant gains in various sectors, particularly in new energy and materials, driven by favorable policies and strong demand in the industry [1][2][5][9]. Group 1: Market Performance - The Shanghai Composite Index strengthened during the trading session on September 29 [1]. - The ChiNext Index rose over 2%, with notable gains in the new energy sector, including Hunan YN Energy up over 13% and EVE Energy up over 7% [2]. - The Hong Kong market also saw gains, with the Hang Seng Index and Hang Seng Tech Index both rising over 1% [3]. Group 2: Sector Highlights - The non-ferrous metals sector performed well, particularly nickel, with stocks like Boqian New Materials hitting the daily limit [4]. - The battery supply chain index, led by companies like CATL and Tianqi Lithium, showed strong performance following the release of a new growth plan for the non-ferrous metals industry [5]. - Solid-state battery concepts gained traction, with companies like Tianji Co. and Xiangtan Electrochemical seeing significant stock increases [6]. Group 3: Robotics and Storage - Robotics stocks were active, with Daying Electronics achieving multiple trading limits, supported by a significant procurement contract for humanoid robots [7]. - The energy storage sector remained vibrant, with companies like Wanrun New Energy and Kelu Electronics hitting trading limits, driven by strong demand for storage cells [8][9]. Group 4: Emerging Concepts - The green methanol sector showed active performance, with stocks like Jiazhe New Energy achieving multiple trading limits [10].