财联社·2025-09-30 07:15Market Overview - The market exhibited a "first rise then fall" trend this month, overall showing a fluctuating upward trajectory, with all three major indices closing higher for the month. The ChiNext Index rose over 12%, reaching a three-year high, while the STAR 50 Index increased by over 11%, marking a nearly four-year high [1]. Sector Performance - Market hotspots this month were primarily concentrated in the semiconductor industry chain, robotics, and energy storage sectors. Notably, the stock price of Demingli doubled, and several semiconductor stocks, including SMIC, Huahong, and Zhangjiang Hi-Tech, reached historical highs [1]. - In the robotics sector, Shoukai Co. achieved 11 consecutive daily limit-ups over 12 days. In the energy storage sector, CATL and Sungrow continued to set historical highs, with CATL's total market capitalization surpassing Kweichow Moutai in mid-month [1]. Trading Activity - On the trading front, the Shanghai and Shenzhen markets recorded a total transaction volume of 2.18 trillion yuan, an increase of 20 billion yuan compared to the previous trading day. The market saw active fluctuations in hot sectors, with non-ferrous metals and storage chip sectors leading in gains, while liquor and large financial sectors experienced declines [1][2].