资本市场稳预期提活力

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帮主郑重复盘笔记:证券、电池板块的中长线逻辑,咱得扒透了说
Sou Hu Cai Jing· 2025-09-29 07:45
Group 1: Securities Sector - The securities sector experienced significant gains, with firms like Huatai and Guosheng reaching their daily limit [3] - The market's trading volume reached 2.17 trillion, indicating strong support for brokerage and margin financing businesses if it stabilizes around 2 trillion [3] - Long-term policies aimed at stabilizing expectations and enhancing market vitality are expected to support the securities industry [3] Group 2: Battery Sector - The battery sector, including solid-state batteries and energy storage stocks, has a robust long-term outlook due to stable downstream demand [4] - The penetration of new energy vehicles continues to rise, and both domestic and international energy storage projects are expanding, creating new demand [4] - Technological advancements, particularly in solid-state batteries, could lead to a reevaluation of company valuations if issues like range and safety are resolved [4]