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收评：沪指涨0.52% 能源金属股和存储芯片股领涨 主要股指9月份延续升势
Xin Hua Cai Jing·2025-09-30 08:02

Market Overview - The three major stock indices in the Shanghai and Shenzhen markets opened higher on September 30, with the Shanghai Composite Index closing at 3882.78 points, up 0.52%, and the Shenzhen Component Index at 13526.51 points, up 0.35% [1] - In September, the Shanghai Composite Index rose by 0.64%, the Shenzhen Component Index increased by 6.54%, and the ChiNext Index saw a significant rise of 12.04% [1] Sector Performance - Energy metal stocks led the gains, with Shengtun Mining hitting the daily limit and Huayou Cobalt rising over 9% [1] - Storage chip stocks continued their strong performance, with Jiangbolong and Demingli both hitting their daily limits of 20% and 10% respectively [1] - Other sectors showing significant increases included lithium mining concepts, AI chips, aerospace, semiconductors, and automotive chips [1] - Conversely, sectors such as banking, integrated die-casting, and chemical fibers experienced notable declines [1] Institutional Insights - According to Jifeng Investment Advisory, the current valuation of the entire A-share market is reasonable, with a higher certainty of upward movement following a period of consolidation due to favorable policies and performance catalysts [2] - Furong Fund noted that the market has entered a "consolidation phase" after a rapid recovery, with growth sectors like the ChiNext and STAR Market showing relative strength [2] Regulatory Developments - The State Administration for Market Regulation announced the implementation of several national standards starting October 1, aimed at promoting the healthy development of emerging industries, including standards for industrial robots and service robots [3] - The State-owned Assets Supervision and Administration Commission emphasized the need for structural adjustments and addressing bottlenecks in technological innovation during a recent meeting [4] Local Government Initiatives - Shenzhen has introduced detailed measures to support the high-quality development of the low-altitude economy, effective from October 9, 2025, focusing on projects related to manned eVTOL aircraft and drone certification [5]