第一财经·2025-09-29 08:15Market Performance - The A-share market saw all three major indices close higher, with the Shanghai Composite Index rising by 0.9%, the Shenzhen Component Index increasing by 2.05%, and the ChiNext Index gaining 2.74% [3][4]. Sector Performance - Energy metals and brokerage sectors experienced significant gains, while the education sector led the decline, and the black home appliances and internet e-commerce sectors showed weak performance [4]. - Solid-state battery concept stocks were notably active, with companies like Tianqi Materials, Xiangtan Electric, and Wanrun New Energy seeing strong performance [5]. - Brokerage stocks collectively surged, with firms such as GF Securities, Huatai Securities, and Guosheng Financial hitting the daily limit [6]. Capital Flow - Main capital flows showed a net inflow into sectors like securities, consumer electronics, and energy metals, while there was a net outflow from the pharmaceutical and decoration sectors [8]. - Specific stocks that attracted significant net inflows included Lingyi Technology, Dongfang Wealth, and CITIC Securities, with inflows of 3.431 billion, 2.993 billion, and 1.701 billion respectively [9]. - Conversely, stocks like Xiandao Intelligent, Haiguang Information, and Wolong Nuclear Materials faced net outflows of 1.496 billion, 1.124 billion, and 1.036 billion respectively [10]. Institutional Insights - According to Boshing Securities, favorable past data and market conditions suggest that holding stocks through the holiday may yield positive returns [11]. - Guotai Junan noted that recent market fluctuations do not alter the long-term positive outlook for the stock market, citing accelerated transformation in China and increased asset management demand as key support for stock valuations [11]. - The report also highlighted the coexistence of short-term adjustments and structural opportunities, recommending investors to maintain a balanced allocation and focus on investment opportunities in technology growth, finance, and certain cyclical sectors [12].