（来源：价值研学社） 要说周五下跌的由头，最扎心的还是川子又来搞事。85名参议员要给老特授权，针对咱们买俄罗斯石油 这事，最高征500%关税。这消息一出来，量化机构的程序就跟打了鸡血似的，一顿猛砸；恐慌的散户 也跟约好了似的割肉；大兄弟也没出来拉一把，尾盘直接就泥沙俱下啦。 但恐慌到冰点的时候常有错杀。到了周五傍晚，剧情大反转！富时A50就跟打了鸡血似的直线往上冲， 美股更夸张，原本夜盘还在低谷趴着，后半夜跟开挂了一样，不仅把跌幅全补回来了，还涨多跌少。后 来媒体揭秘，原来是川子突然改口了，说说高关税不可持续，截止日能延迟。这老特的嘴啊，之前喊打 喊杀的，现在又说不可持续，不管他是真心还是假意，至少让市场情绪有了点缓和的预期。 5.奇瑞放大招，在全球创新大会上展出了全固态电池模组，电芯能量密度 600Wh/kg，续航1200-1300 公 里！这数据啥概念呀？现在主流的液态锂电池也就250-350Wh/kg，全固态直接翻倍，续航直接能 "充电 一次跨半个中国"。虽然量产可能还得等一等，但技术突破的信号够强，固态电池材料，比如电解质、 正极这些相关的公司，可能有修复机会。 6.人形机器人近期催化多。北京副中心发 ...

Group 1: Metal Sector - Luoyang Molybdenum's net profit forecast for 2025 is 168.65 billion CNY, with a PE ratio of 15.32[12] - The company expects to increase copper production to 70,000 tons in 2025, a 56% year-on-year growth[14] - The strategic partnership with CATL aims to enhance lithium and nickel resource acquisition, contributing over 70% to gross profit[17] Group 2: Cement Sector - Huaxin Cement's domestic sales are projected to decline from 5,004,000 tons in 2023 to 4,078,000 tons in 2025, while overseas sales are expected to grow to 2,017,000 tons[30] - The company aims for a net profit of 19.58 billion CNY from overseas operations by 2026, reflecting a 25% increase from 2025[30] Group 3: Logistics Sector - Eastern Airlines Logistics' revenue from the US market accounts for 20%-30%, with a 5% decline in comprehensive freight rates due to tariff policies[32] - The company is adjusting its route structure to improve performance in the European market, anticipating a recovery in the second half of the year[32] Group 4: Chemical Sector - Wanhua Chemical's net profit is expected to recover as MDI prices stabilize, with a projected increase in demand from the furniture industry[50] - The company is positioned to benefit from a tightening supply of TDI, with prices expected to remain high through 2027[50] Group 5: Power Sector - Changjiang Electric Power's EPS forecast for 2025 is 1.38 CNY, with a PE ratio of 20.26, supported by a commitment to maintain a dividend payout ratio of no less than 70%[74] - The company plans to repurchase shares worth 4-8 billion CNY, reflecting confidence in its future growth[74]

Group 1 - The core point of the article highlights the performance of specific stocks in the A-share market, with a total of 80 stocks hitting the daily limit up on August 29 [1] - Tianpu Co., a company in the automotive parts sector, achieved a six-day consecutive limit up, indicating strong investor interest and market momentum [1] - Dechuang Environmental, a player in the sodium-ion battery sector, recorded a four-day consecutive limit up, reflecting positive sentiment in the renewable energy space [1] Group 2 - Other notable stocks include Yunnan Energy Investment with three consecutive limit ups in the photovoltaic sector, and Jianye Co. also with three consecutive limit ups in chip materials [1] - China Rare Earth and several other companies, such as ST Weier and Sanwei Communication, achieved two consecutive limit ups across various sectors including rare earth permanent magnets and satellite communication [1] - The article provides a detailed list of stocks and their respective consecutive limit up days, showcasing the diverse sectors experiencing investor enthusiasm [1]

Group 1: Metal Sector - China Hongqiao's net profit forecast for 2024 is CNY 223.72 billion, with a PE ratio of 8.14[12] - Hualing Steel's net profit is projected to increase from CNY 20.32 billion in 2024 to CNY 28.54 billion in 2025, with a PE ratio of 19.72[12] - Xiamen Tungsten's net profit is expected to rise from CNY 17.28 billion in 2024 to CNY 21.01 billion in 2025, with a PE ratio of 22.97[12] Group 2: Construction and Transportation - Sichuan Road and Bridge's net profit is forecasted to grow from CNY 72.10 billion in 2024 to CNY 82.86 billion in 2025, with a PE ratio of 10.35[12] - YTO Express's net profit is expected to decrease from CNY 40.12 billion in 2024 to CNY 35.39 billion in 2025, with a PE ratio of 13.03[12] - China Merchants Highway's net profit is projected to be CNY 55 billion in 2025, with a PE ratio of 14.56[12] Group 3: Chemical and Energy Sector - Yara International's net profit is expected to rise from CNY 9.50 billion in 2024 to CNY 17.94 billion in 2025, with a PE ratio of 30.56[12] - Funiu Power's net profit forecast for 2025 is CNY 28.95 billion, with a PE ratio of 9.18[12] - Huajin's net profit is projected to recover to CNY 0.92 billion in 2025 after a loss of CNY 27.95 billion in 2024[12] Group 4: Strategic Metals and New Materials - Xiamen Tungsten's strategic metal segments are expected to contribute 79% to profits in 2024, with a focus on tungsten and rare earths[21] - Zhongcai Technology's special glass fiber is projected to see significant demand growth due to AI hardware requirements, with expected profits of CNY 0.2 billion in 2024[30] - The company anticipates a profit contribution from special glass fiber of CNY 7.2 billion by 2026[30]