市场复盘：指数震荡调整，固态电池强势拉升

Market Overview - On August 26, 2024, the market experienced fluctuations with the solid-state battery sector showing strong gains. The Shanghai Composite Index rose by 0.04%, while the Shenzhen Component Index increased by 0.16%, and the ChiNext Index fell by 0.10% [3][11]. - The total market turnover reached 528.901 billion, an increase of 16.043 billion compared to the previous trading day, with 3,840 stocks rising and 1,344 stocks declining [3][11]. Market Style and Sector Performance - In terms of market style, cyclical, financial, and growth sectors saw slight increases, while stable and consumer sectors experienced minor declines. Non-fund heavy stocks outperformed fund-heavy stocks, and growth stocks outperformed value stocks, with small-cap stocks performing better than large-cap stocks [3][16]. - Across 30 first-level industries, most sectors showed positive performance. The top-performing sectors included non-ferrous metals (1.36%), comprehensive (1.25%), and agriculture, forestry, animal husbandry, and fishery (1.18%). Conversely, the sectors that lagged included defense and military (−0.87%), telecommunications (−0.80%), and food and beverage (−0.67%) [3][16]. Fund Flow Performance - On August 26, 2024, the main funds experienced a net outflow of 9.018 billion. Specifically, there was a net outflow of 2.2 billion from large orders, 6.818 billion from big orders, and 1.312 billion from medium orders, while small orders saw a continuous net inflow of 10.33 billion [3][17]. - Southbound funds also recorded a net outflow of 0.041 billion Hong Kong dollars on the same day, with the Shanghai-Hong Kong Stock Connect seeing a net inflow of 0.014 billion and the Shenzhen-Hong Kong Stock Connect experiencing a net outflow of 0.056 billion [3][17]. ETF Fund Flow Performance - On August 26, 2024, the trading volume of major ETFs such as the SSE 50, CSI 300, CSI 500, and CSI 1000 mostly decreased compared to the previous trading day. The trading volumes for various ETFs were as follows: 1.205 billion for the SSE 50 ETF, 4.748 billion for the CSI 300 ETF, 1.334 billion for the CSI 500 ETF, and 0.482 billion for the CSI 1000 ETF, with respective changes of −0.075 billion, +1.966 billion, +0.732 billion, and −0.083 billion [3][19]. Global Market Performance - On August 23, 2024, major European stock indices generally rose, with the German DAX index increasing by 0.76%, the UK FTSE 100 index rising by 0.48%, and the French CAC40 index up by 0.70% [3][22]. - In the US, major indices also saw gains, with the Dow Jones Industrial Average rising by 1.14%, the S&P 500 increasing by 1.15%, and the Nasdaq Composite up by 1.47% [3][22]. - On August 26, 2024, major Asia-Pacific indices showed mixed results, with the Hang Seng Index rising by 1.06% and the Nikkei 225 Index falling by 0.66% [3][22].