智通财经网·2025-09-30 03:50Market Overview - A-shares experienced a slight increase with over 2900 stocks rising, and the total trading volume reached 1.4 trillion yuan, an increase of 763.1 billion yuan compared to the previous trading day [1] - The Shanghai Composite Index rose by 0.4%, the Shenzhen Component Index by 0.31%, and the ChiNext Index by 0.06% [1] Positive Market Drivers - The National Development and Reform Commission is actively promoting new policy financial tools with a total scale of 500 billion yuan aimed at supplementing project capital [2] - The manufacturing Purchasing Managers' Index (PMI) for September was reported at 49.8%, an increase of 0.4 percentage points from the previous month, indicating continued improvement in manufacturing sentiment [2] - The release of the DeepSeek-V3.2-Exp model signifies deep collaboration among leading companies in China's AI industry [2] Sector Performance Non-ferrous Metals - The non-ferrous metals sector remained active, with Huaxi Nonferrous Metals hitting the daily limit, and Xingye Silver Tin rising over 5%, reaching a historical high [4] - The cobalt market saw a significant surge, with the average price of 1 cobalt reported at 337,000 yuan/ton, a substantial increase of 29,000 yuan, marking the largest single-day rise this year [4] Storage Chip Sector - Storage chip stocks rose, with Jiangbolong increasing over 15% to reach a new high [5] - A recent report indicated that the eSSD market for servers is expected to rise by over 10% in Q4, with DDR5 RDIMM prices projected to increase by approximately 10% to 15% [5] AI Applications - AI application stocks experienced a rally, with NetEase Software hitting the daily limit and other companies like ZhiDeMai and KaiPuYun also seeing gains [6] - The new pricing policy for DeepSeek's API will reduce costs for developers by over 50% [6] Energy Storage - The energy storage sector continued its strong performance, with Haibo Sichuang rising nearly 10% to set a new listing high [7] - Demand for domestic energy storage cells is robust, with leading battery companies operating at full capacity and orders extending into early next year [8] Institutional Insights - CITIC Securities suggests that holding stocks during the long holiday is cost-effective, with a focus on growth sectors like technology and "new productivity" related areas [9] - Zheshang Securities notes that the growth style of the market has been prominent, with a balanced allocation between cyclical and technology sectors [10] - Huatai Securities indicates that the A-share market has entered an upward platform period, with potential for increased trading activity post-holiday [11]