午评：沪指半日涨0.4% 存储芯片、有色金属概念股大涨

Market Performance - A-shares experienced fluctuations with the Shanghai Composite Index slightly rising, while the ChiNext Index saw a minor increase of 0.06% [1] - The STAR 50 Index performed strongly, rising over 2% and reaching a nearly four-year high [1] - The storage chip sector continued its strong performance, with Jiangbolong rising over 17% and other companies like Baiwei Storage and Xiangnong Chip rising nearly 10% [1] - The semiconductor industry chain also saw significant gains, with Guolin Technology and Huamao Technology hitting the daily limit, and Huahong Company rising over 10% to a new high [1] - The non-ferrous metals sector led the market, with companies like Boqian New Materials achieving consecutive gains and Xiyu Shares hitting the daily limit [1] - Financial sectors faced adjustments, with Yunan Bank dropping nearly 3% and other financial stocks declining by nearly 2% [1] Sector Insights - Energy metals, semiconductors, batteries, storage chips, Sora, and phosphorus chemical sectors showed the highest gains [2] - Conversely, banking, insurance, liquor, trust, combustible ice, and waste classification sectors experienced the most significant declines [2] Industry Trends - The nuclear fusion industry is accelerating towards commercialization, with private enterprises and capital entering the sector [3] - The lithium battery industry chain investment is rapidly increasing, with solid-state batteries becoming a hot investment area [3] - The aviation sector is expected to see strong demand during the 2025 National Day and Mid-Autumn Festival holidays, with potential for better-than-expected performance [3] Economic Indicators - In September, the PMI for equipment manufacturing, high-tech manufacturing, and consumer goods industries were 51.9%, 51.6%, and 50.6% respectively, indicating expansion [4] - The manufacturing PMI rose to 49.8%, showing continued improvement in economic activity [4] - High-energy-consuming industries reported a PMI of 47.5%, a decrease of 0.7 percentage points from the previous month [4] Policy Developments - Shenzhen has implemented measures to support the high-quality development of the low-altitude economy, offering substantial financial incentives for companies operating eVTOL and unmanned aerial vehicles [5]