中国基金报·2025-09-04 02:45Market Overview - On September 4, A-shares experienced a mixed opening, with the Shanghai Composite Index in the red and the ChiNext Index rising over 1% [2] - By the morning session's end, the Shanghai Composite Index and Shenzhen Component Index both fell over 1%, while the ChiNext Index dropped over 2% [3] Sector Performance - The lithium battery industry chain saw a collective rise, with active stocks in energy storage, photovoltaic, power equipment, and power batteries [3][8] - The photovoltaic sector also showed strength, with stocks like Yabo Co., Daqo New Energy, and Tiantong Co. hitting the daily limit [11] Key Indices - Notable increases in indices included: - Power Battery Index: +3.73% - Energy Storage Index: +3.53% - Photovoltaic Inverter Index: +3.43% [4] - Conversely, sectors such as optical modules, optical communication, and optical chips experienced significant declines, with the optical module index dropping over 9% [22] Individual Stock Highlights - Tianhong Lithium Battery achieved a 30% limit up, while Tianji Co. also hit the limit up [9] - Other notable gainers included: - De Rui Lithium Battery: +14.03% - Hangke Technology: +14.20% - Yiwai Lithium Energy: +11.58% [10] Apple Concept Stocks - Apple-related stocks were active, with Victory Precision hitting the limit up within 42 seconds of opening, and Zhengye Technology also reaching a limit up [15] - Key performers included: - Zhengye Technology: +20.02% - Victory Precision: +10.09% [16] Order Statistics - According to Shenzhen High-tech Lithium Battery Co., the total new orders and backlog from leading equipment companies exceeded 30 billion yuan, with a year-on-year increase of 70% to 80% [10] Conclusion - The market showed volatility with a mixed performance across sectors, highlighting the strength in lithium and photovoltaic stocks while facing declines in optical-related sectors. The activity in Apple concept stocks also indicates investor interest in technology-related investments [2][3][11]