Market Performance - On September 5, the A-share market showed a strong rebound, with the Shanghai Composite Index rising by 1.25% to surpass the 3800-point mark, while the ChiNext Index surged by 6.55% [1] - This marked the first time in ten years that the ChiNext Index rebounded by over 4% after a significant drop, a scenario typically seen during bull markets [1] Sector Movements - Following a previous day of decline, CPO (Co-packaged Optics) concept stocks rebounded, with New Easy winning 12%, and Zhongji Xuchuang and Tianfu Communication both seeing gains exceeding 10% [2] - The focus of the market shifted to the lithium battery supply chain, with indices for power batteries, lithium anodes, and lithium electrolytes all rising over 9%, and storage and photovoltaic indices also increasing by more than 8% [2] Key Stocks in Lithium and Storage - Several stocks in the storage sector hit the daily limit, with Tianhong Lithium rising by 30%, Beiruite up 19%, and Yiwai Lithium Energy and Sunshine Power both increasing by 16% [2] - The performance of the storage and photovoltaic sectors is attributed to three core factors: the need for new investment directions as other industries have been overvalued, the low valuation of these sectors, and improved profitability expectations due to enhanced overseas demand [2] Policy Support - The Ministry of Industry and Information Technology and the State Administration for Market Regulation issued an action plan to support stable growth in the electronic information manufacturing industry from 2025 to 2026 [3] - Multiple institutions expressed optimism about the future of the storage sector, citing high demand in Europe and the U.S., improved profitability models, and supportive policies driving growth [3]