Market Performance - The Shanghai Composite Index returned to 3800 points, closing up 46.63 points, a rise of 1.24%, at 3812.51 points [2] - The Shenzhen Component Index closed up 471.86 points, a rise of 3.89%, at 12590.56 points [2] - The ChiNext Index closed up 181.93 points, a rise of 6.55% [2] - The total trading volume in the Shanghai and Shenzhen markets was approximately 23046.59 billion yuan, a decrease of about 2395.99 billion yuan from the previous trading day [2] - A total of 4857 stocks rose, while 473 stocks fell, with 107 stocks hitting the daily limit up and 7 stocks hitting the limit down [2] Sector Performance - The photovoltaic and energy storage sectors showed strong performance, with stocks like Tongrun Equipment and Jinlang Technology hitting the daily limit [2] - Stocks related to computing hardware, such as CPO and PCB, rebounded, with New Yisheng and Zhongji Xuchuang rising over 10% [2] - Lithium battery and solid-state battery concept stocks collectively surged, with Ganfeng Lithium and Shanghai Xiba hitting the daily limit [2] Capital Flow - In terms of capital flow, battery, electronic components, and photovoltaic equipment sectors saw significant net inflows, with batteries receiving a net inflow of 9.609 billion yuan [2] - The commercial retail, securities, and banking sectors experienced notable net outflows, with commercial retail seeing a net outflow of 1.885 billion yuan [2] Market Outlook - CITIC Securities maintains an optimistic outlook for September, suggesting that the market is likely to experience a steady upward trend, supported by the inflow of incremental capital [3] - China Galaxy Securities expects the market to remain active, with a high probability of operating at a higher central level, providing structural allocation opportunities for investors [3] - Zhongxin Jiantou cautions investors to be aware of the overly optimistic market sentiment, which may lead to short-term corrections [3]

Core Viewpoint - The A-share market experienced a significant rebound, with major indices showing strong gains, particularly the ChiNext index which rose over 6%, recovering from previous losses [1][2]. Market Performance - On September 5, the Shanghai Composite Index closed at 3812.51, up 1.24%, while the Shenzhen Component Index rose 3.89% to 12590.56, and the ChiNext Index increased by 6.55% to 2958.18 [2][3]. - A total of 4857 stocks rose, with 107 hitting the daily limit up, while 473 stocks declined [4]. Sector Highlights - Lithium battery and solid-state battery stocks surged, with companies like Ganfeng Lithium and Shanghai Xiba hitting the daily limit up [4]. - The photovoltaic and energy storage sectors also performed strongly, with stocks such as Tongrun Equipment and Jinlang Technology reaching the daily limit up [6][7]. Positive News Influencing Market - The Ministry of Industry and Information Technology and the State Administration for Market Regulation issued a plan to regulate low-price competition in the photovoltaic and lithium battery industries, aiming for high-quality development [12]. - Shenghong Technology reported its leading market share in the AI computing PCB sector, highlighting its advanced production capabilities [13]. - Xianlead Intelligent announced it has successfully established a complete production line for solid-state batteries, achieving significant technological breakthroughs and securing multiple orders from leading domestic and international companies [14]. Market Sentiment - According to CITIC Securities, the recent market decline was primarily due to a drop in risk appetite rather than any substantial negative news, suggesting that the market may be in a phase of consolidation before the next upward movement [15].

A股三大股指9月5日开盘涨跌互现。早盘大盘连续调整后开启反弹，创指大幅飙涨。午后两市直线拉升 涨幅迅速扩大，沪指收复3800点。 从盘面上看，新能源产业链掀涨停潮，先导智能、锦浪科技等多股封板，AI硬件方向强势反弹；半导 体、消费电子、小金属等前期热门题材悉数回升；银行股逆势下跌。 至收盘，上证综指涨1.24%，报3812.51点；科创50指数涨3.39%，报1268.55点；深证成指涨3.89%，报 12590.56点；创业板指涨6.55%，报2958.18点。 Wind统计显示，两市及北交所共4855只股票上涨，473只股票下跌，平盘有97只股票。 沪深两市成交总额23047亿元，较前一交易日的25443亿元减少2396亿元。其中，沪市成交9791亿元，比 上一交易日11079亿元减少1288亿元，深市成交13256亿元。 两市及北交所共有197只股票涨幅在9%以上，7只股票跌幅在9%以上。 锂电大幅上涨，银行股逆市调整 在板块方面，锂电接过上涨大旗，带动大盘重返升势，电力设备板块出现大幅上攻，先导智能 (300450)、天华新能(300390)、金银河(300619)、运达股份(300772)、华盛锂电 ...

每经AI快讯，9月5日，指数分化，创业板指拉升涨逾2.00%，沪指跌0.31%，深成指涨0.90%。固态电 池、光伏、储能、锂电等方向涨幅居前，沪深京三市上涨个股近2600只。 ...

来源：上海证券报·中国证券网 上证报中国证券网讯 9月5日，创业板指涨超3%。截至10时35分，沪指涨0.22%，深成指涨1.8%，创业 板指涨3.07%。盘面上看，固态电池、光伏、储能、锂电等板块涨幅居前。全市场超4000只个股飘红。 ...

每经AI快讯，9月5日，创业板指涨幅扩大至 3%。固态电池、光伏、储能、锂电等方向涨幅居前，沪深 京三市上涨个股逾 3800 只。 ...

格隆汇9月5日｜新能源产业链连续第三日强势上涨，固态电池龙头先导智能涨超14%，天赐材料、恩捷 股份涨停，阳光电源涨超10%创历史新高，带动新能源ETF(516160)涨超5%，录得三连涨，今年累计上 涨24%，创业板ETF南方(159948)上涨3.47%。 新能源ETF(516160)紧密跟踪中证新能源指数，涵盖光伏、锂电、风力、核电四大细分领域，全面覆盖 新能源产业。该ETF最新规模为50.5亿元，处同标的断层第一，同时管理费+托管费仅为0.2%/年，低于 同类0.6%的费率水平。 创业板ETF南方(159948)跟踪创业板指具有鲜明的 "三创四新" 特点，其成分股多分布在电力设备、电 子、通信、医药、计算机等新兴产业领域，4月9日-9月1日累计涨60%，是涨幅最猛的宽基指数，目前 估值处于近十年35.88%分位点，估值处宽基指数最低。 ②《电子信息制造业2025-2026年稳增长行动方案》开始发力支持高端制造，同时提及在破除"内卷 式"竞争中实现光伏等领域高质量发展。 ③新能源行业经历近3年下行，出清较为充分，锂电池板块营收和净利润2025年上半年分别增长13.78% 和28.07%，板块业绩增速提升 ...

结构性行情下，宽基ETF通过覆盖多行业龙头，天然具备抗轮动特性，能够同时捕捉不同热点： 创业板ETF天弘（159977，联接C:001593）跟踪的创业板指是4月9日以来表现最猛的宽基指数，截至9 月1日累计上涨60%，截至昨日连续三日回调6%，回调幅度低于科创类指数。创业板指数以新能源产业 为引领，全面覆盖高端制造、信息科技、生物医药等中国具有全球竞争优势的战略性新兴产业领域，该 指数最新市盈率为39倍，处于近十年35.88%分位点，估值处宽基指数最低。 格隆汇9月5日｜今日新能源产业链连续第三日爆发！先导智能涨超15%，重仓股阳光电源大涨超12%创 下历史新高，宁德时代涨近5%，带动本轮最猛宽基指数创业板指反弹2%，创业板ETF(159977)大涨 2.89%，光伏ETF(159857)狂飙5.33%。 消息面上，①新能源产业链传来积极变化，锂电旺季行情来临，九月预排产向好+今年固态电池技术持 续获突破； ②消息面上，《电子信息制造业2025-2026年稳增长行动方案》提出了规模以上电子设备制造业增加值 平均增速在7%左右、5个省份电子信息制造业营收过万亿等目标，政策端开始发力支持高端制造；同时 提及在破 ...

【导读】锂电、固态电池概念股集体走高，多股涨停 一起来看下最新的市场情况及资讯。 9月5日开盘，A股三大指数涨跌不一，随后集体拉升。截至发稿，沪指涨0.04%，深成指涨1.42%，创业 板指涨2.55%。 从板块看，锂电、固态电池概念股集体走高，化工、贵金属、储能等板块表现活跃；而零售、餐饮旅 游、银行等板块跌幅居前。 中环海陆20%跌停 9月5日，中环海陆（301040）开盘跌停，截至发稿，该股报31.68元/股，跌幅为20%。 9月4日，中环海陆发布公告称，公司收到公司控股股东、实际控制人吴君三的通知，由于吴君三与交易 对方就公司未来发展安排未达成一致意见，经相关方协商一致，本着审慎的原则，决定终止本次控制权 变更事项。 中环海陆表示，终止筹划控制权变更事项不会对公司生产经营造成不利影响，也不会影响公司未来的发 展战略。经申请，公司股票及可转换公司债券自9月5日（星期五）开市起复牌。公司可转换公司债 券"中陆转债"恢复转股。 公开资料显示，中环海陆主要从事工业金属锻件的研发、生产和销售，产品主要应用于风电、工程机 械、矿山机械、核电等多个行业。 固态电池概念股集体走高，金银河（300619）开盘1分钟即实 ...

【导读】锂电、固态电池概念股集体走高，多股涨停 中国基金报记者 李智 一起来看下最新的市场情况及资讯。 从板块看，锂电、固态电池概念股集体走高，化工、贵金属、储能等板块表现活跃；而零售、餐饮旅游、银行等板块跌幅居前。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 理电电解液 | 动力电池 | 缓电池 | 固态电池 | 锂电正极 | 电工电网 | 精细化工 | 发电设备 | 摩托车 | 農金属 | | 7.19% | 6.35% | 5.65% | 5.49% | 5.28% | 3.41% | 3.22% | 2.85% | 2.37% | 1.88% | | 储能 5.25% | 铁两子电池 4.67% | 锂电负极 4.57% | 磷酸铁锂电池 4.56% | 光伏逆变器 4.41% | 基体分析 1.53% | 工业机械 1.34% | 化工原料 1.35% | 家北非 1.28% | 工程机械 1.25% | | 南京市国资 | 快速 ...