Market Overview - A-shares experienced a collective rise on September 29, with the Shanghai Composite Index up 0.90% closing at 3862.53 points, the Shenzhen Component Index up 2.05% at 13479.43 points, and the ChiNext Index up 2.74% at 3238.01 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 21,615 billion, an increase of 146 billion compared to the previous trading day [1] Sector Performance - Most industry sectors saw gains, with significant increases in energy metals, securities, battery, and precious metals sectors [1] - The steel, diversified finance, non-ferrous metals, and insurance sectors also showed notable upward movement, while the education sector faced declines [1] Stock Movement - A total of 3,576 stocks rose, with 66 hitting the daily limit up, while 1,658 stocks fell, with 7 hitting the daily limit down [1] Market Dynamics - The market experienced three distinct phases on September 29: an initial drop due to pre-holiday selling pressure, a rebound led by the solid-state battery and lithium mining sectors, and a final surge driven by the securities sector [2] - The market sentiment is expected to shift post-holiday, with a focus on sectors with earnings expectations such as securities, chips, and solid-state batteries [2] Battery Sector Insights - The battery sector showed the strongest performance, particularly solid-state batteries, which are advancing towards commercialization due to their high energy density and safety [3] - A significant breakthrough in polymer electrolytes for lithium batteries by a team from Tsinghua University has been published in Nature, further boosting the battery concept stocks [3] Fund Flow - On September 29, there was a notable inflow of over 1.8 billion into the market, marking a rare occurrence after several days of outflows [3] - It is suggested to maintain some positions over the holiday, as historical data indicates a 70% probability of a market rise around the National Day holiday [3] Company Performance - Hunan YN's stock surged over 10%, leading with an increase of 18.29%, focusing on lithium-ion battery cathode materials [3] - For the first half of 2025, Hunan YN reported earnings per share of 0.40 yuan and a net profit of 305.17 million, with a year-on-year decline of 21.59% [4] - Xiangtan Electric's stock also performed well, with a focus on battery materials and wastewater treatment, reporting earnings per share of 0.20 yuan and a net profit of 125.88 million, down 18.21% year-on-year [4]
证券启动，建议留点底仓过节
Chang Sha Wan Bao·2025-09-29 10:17