英大证券：金点策略晨报—每日报告-20240903

Market Overview - The A-share market is showing signs of a turning point, with opportunities gradually emerging in various sectors and individual stocks [1][4] - On Thursday, the market exhibited divergence, with the Shanghai Composite Index seeking support around 2800 points while the Shenzhen Component and ChiNext Index rebounded [5] Sector Performance - The photovoltaic equipment, consumer electronics, optical electronics, battery, electric motor, wind power equipment, power supply equipment, liquor, electronic components, power grid equipment, specialized equipment, medical devices, auto parts, non-ferrous metals, energy metals, semiconductors, and instruments sectors saw significant gains [2] - Conversely, the banking, railway, road, and shipping port sectors experienced declines [2] New Energy Sector - New energy stocks, including photovoltaic equipment, blade batteries, and solid-state batteries, rebounded strongly after a prolonged decline, indicating a potential technical rebound [2][3] - The demand for lithium batteries, photovoltaics, wind power, and energy storage continues to grow globally, supporting the outlook for the new energy sector [2][3] Consumer Electronics - The consumer electronics sector has shown strong performance, driven by the upcoming iPhone 16 launch, which is expected to stimulate demand [3] - The sector is poised for growth due to advancements in 5G, artificial intelligence, and the Internet of Things, leading to a new wave of product iterations [3] Pharmaceutical Sector - The pharmaceutical sector is showing signs of recovery, with various stocks experiencing slight increases [3] - The sector has been under pressure for over three years, but current valuations are approaching historical lows, making it attractive for investment [3] Banking Sector - Recently strong banking stocks faced a downturn, influenced by market concerns over asset quality related to real estate [3][4] - Despite the recent decline, the high dividend yield and lower valuations of banking stocks continue to attract investor interest [4]