Group 1 - The ChiNext Index rose over 1%, with CPO concept stocks leading the gains [1] - The Shanghai Composite Index opened down by 0.15%, while the Shenzhen Component Index opened up by 0.44% [1] - The ChiNext Index opened up by 1.18%, indicating strong market sentiment [1] Group 2 - CPO, BC battery, and manganese silicon sectors showed significant index gains [1]

CPO概念板块领涨，上涨2.24%，其中天通股份上涨10.0%，光库科技上涨8.21%，罗博特科上涨6.2%， 长飞光纤、德科立、联特科技涨超5%。（第一财经AI快讯） ...

盘面上，大消费板块逆势上涨，旅游、零售、食品乳业方向涨幅靠前，岭南控股、国芳集团、安记食品 涨停；光伏设备概念股普涨，安彩高科涨停，爱旭股份、晶澳科技、通威股份涨超5%；固态电池生产 设备企业订单激增引发关注，相关概念股走强，力王股份、武汉蓝电涨超10%，天际股份、金龙羽（维 权）涨停。 格隆汇9月4日｜A股三大指数早盘集体下跌，截至午盘，沪指跌1.97%报3738.32点，深成指跌2.37%， 创业板指跌3.2%，科创50指数跌5.38%。沪深京三市半日成交额16187亿元，较上日放量1465亿元。全 市场超2600只个股下跌。 MACD金叉信号形成，这些股涨势不错！ 另外，CPO概念高开低走，华工科技、东山精密跌停；半导体股大幅回调，寒武纪、东芯股份跌约 12%，通富微电、兆易创新跌停；有色金属股普跌，洛阳钼业、白银有色一度触及跌停，华钰矿业跌超 9%。(格隆汇) ...

Market Overview - A-shares opened mixed on September 4, with CPO, innovative drugs, and electrical equipment sectors leading gains, while liquor, defense, oil, and semiconductor sectors saw declines [1] - Hong Kong's Hang Seng Index and Hang Seng Tech Index opened slightly higher, with BYD, JD Group, Li Auto, and Tencent rising over 1%, but later turned negative with NIO dropping over 4% and SMIC falling more than 3% [1] Lithium Battery Sector - The lithium battery sector showed strong performance, with Yiwei Lithium Energy rising over 10% to reach a new high, and Ningde Times increasing by more than 3% [2][4] - Solid-state battery stocks remained active, with Dongfang Zirconium hitting the daily limit, and several companies like Haibo Technology and Funeng Technology also showing significant gains [4] - The lithium sector received multiple positive signals, including a call from the China Nonferrous Metals Industry Association for healthy development and collaboration across the industry chain [4] Photovoltaic Sector - The photovoltaic sector experienced fluctuations but showed strength, with Ancai High-Tech hitting the daily limit and other companies like Daqo Energy and Trina Solar also rising [5] - According to SMM, in August, the price of photovoltaic glass increased due to demand and supply support, with a notable price adjustment of 2 RMB per square meter for 2.0mm single-layer coated glass in September [5] Apple-Related Stocks - Apple-related stocks were active, with Zhengye Technology and Shengli Precision hitting the daily limit, and other companies like Dongcai Technology and Xinwangda also seeing gains [7] - Reports indicate that Apple plans to launch an AI-supported web search tool for Siri next year, competing with OpenAI and Perplexity [9] - An Apple event is scheduled for September 10, where the iPhone 17 series and an upgraded Apple Watch are expected to be announced [9]

09:54 创业板指快速下挫跌超1% 创业板指快速下挫跌超1%，此前涨近2%，上证指数跌0.83%，深证成指跌0.66%。算力硬件股、 CPO概念大幅下挫。 10:07 创业板指跌幅扩大至2% 创业板指跌幅扩大至2%，上证指数跌1.1%，深证成指跌1.31%。 10:39 创业板指跌幅扩大至3% 创业板指跌幅扩大至3%，上证指数跌1.64%，深证成指跌2.17%；科创50指数跌超5%。光通信模 块、CPO等板块跌幅居前，两市下跌个股超2200只。 ...

格隆汇9月4日｜中际旭创(300308)跌9%，成交额突破200亿元。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com (责任编辑：宋政 HN002) ...

Core Viewpoint - The company, Jufei Optoelectronics, has experienced fluctuations in stock performance and financial metrics, with a notable increase in revenue but a decline in net profit year-over-year [2][3]. Financial Performance - As of June 30, 2025, Jufei Optoelectronics reported a revenue of 1.657 billion yuan, representing a year-on-year growth of 18.90% [2]. - The net profit attributable to shareholders was 124 million yuan, which reflects a decrease of 15.93% compared to the previous period [2]. - The company has distributed a total of 1.201 billion yuan in dividends since its A-share listing, with 447 million yuan distributed over the last three years [3]. Stock Market Activity - On September 4, 2023, the stock price of Jufei Optoelectronics fell by 2.11%, trading at 6.95 yuan per share, with a total transaction volume of 211 million yuan [1]. - The stock has seen a year-to-date increase of 3.89%, with a 5-day increase of 2.66%, a 20-day increase of 8.76%, and a 60-day increase of 16.22% [1]. - The company had a market capitalization of 9.838 billion yuan as of the latest trading session [1]. Shareholder Information - As of June 30, 2025, the number of shareholders increased to 89,900, with an average of 14,693 circulating shares per person, a decrease of 1.12% [2]. - The top ten circulating shareholders include significant institutional investors, with Hong Kong Central Clearing Limited holding 23.4491 million shares, a decrease of 4.1367 million shares from the previous period [3].

Group 1 - The CPO concept stocks in the A-share market have experienced a significant decline, with several companies seeing drops exceeding 10% [1] - Notable declines include Shijia Photon down 10.69%, Tianfu Communication down 10.05%, and Taicheng Light down 9.71% [2] - Other companies such as Xinyi Sheng, Zhongji Xuchuang, and Tongfu Microelectronics also reported declines ranging from 5% to 9% [1][2] Group 2 - The total market capitalization of Shijia Photon is 33.8 billion, while Tianfu Communication has a market cap of 143.6 billion [2] - Year-to-date performance shows that Shijia Photon has increased by 349.85%, and Tianfu Communication has risen by 184.56% [2] - Companies like Xinyi Sheng and Zhongji Xuchuang have year-to-date increases of 307.30% and 217.84%, respectively [2]

Group 1 - The CPO concept stocks in the A-share market experienced a significant pullback, with several companies seeing declines of over 10% [1] - Notable declines include Shijia Photon down 10.69%, Tianfu Communication down 10.05%, and Taicheng Light down 9.71% [2] - Other companies such as Xinyi Sheng and Zhongji Xuchuang also faced declines exceeding 8% [1][2] Group 2 - The total market capitalization of Shijia Photon is 33.8 billion, while Tianfu Communication has a market cap of 143.6 billion [2] - Year-to-date performance shows Shijia Photon with a gain of 349.85%, and Tianfu Communication with a gain of 184.56% [2] - The overall trend indicates a mixed performance among CPO stocks, with some companies still showing strong year-to-date gains despite recent declines [1][2]

Group 1 - The BC battery sector is leading the market with significant gains, including companies like Robotech up by 5.84% and Aisheng shares up by 4.55% [1][2] - The A-share market shows mixed performance with the Shanghai Composite Index down by 0.15% at 3807.76 points, while the Shenzhen Component Index is up by 0.44% [3][4] - The CPO concept is active in the market, contributing to the overall performance of the battery and precious metals sectors [3][5] Group 2 - The Hang Seng Index opened with a gain of 0.57%, indicating positive sentiment in the Hong Kong market, particularly in technology stocks [6] - The People's Bank of China conducted a reverse repurchase operation of 212.6 billion yuan, maintaining the operation rate at 1.40% [7] - The Chinese yuan's midpoint against the US dollar was adjusted up by 56 basis points to 7.1052, reflecting a strengthening of the currency [8]