Market Overview - The market experienced a significant decline, with the ChiNext Index leading the drop, and the STAR 50 Index falling over 6%. The Shanghai Composite Index closed down 1.25%, the Shenzhen Component Index down 2.83%, and the ChiNext Index down 4.25% [1]. Market Activity - The trading environment was characterized by a lack of clear market trends, with nearly 3,000 stocks declining across the board [2]. - The total trading volume for the Shanghai and Shenzhen markets reached 2.54 trillion yuan, an increase of 180.2 billion yuan compared to the previous trading day [5]. Sector Performance - Consumer stocks showed resilience, with several stocks, including Bubugao, hitting the daily limit [3]. - Bank stocks rebounded from lows, with Agricultural Bank of China reaching a historical high [3]. - Solar and energy storage concept stocks initially surged, with An Cai High-Tech hitting the daily limit [3]. Declining Stocks - The computing hardware and chip sectors faced significant declines, with stocks like New Yisheng dropping over 10% [4]. - Notable individual stock performances included: - Zhongji Xuchuang: down 13.39% with a trading volume of 36.732 billion yuan [7] - New Yisheng: down 15.58% with a trading volume of 34.970 billion yuan [7] - Hanwujing: down 14.45% with a trading volume of 28.013 billion yuan [7] - Contemporary Amperex Technology: down 1.61% with a trading volume of 20.443 billion yuan [7]

| 75 | 9.4 : | 截至收盘斩获连板个股 | | --- | --- | --- | | 股票名称 | 连板天数 | 所属概念 | | 宏裕包材 | 4 | 锂电池 | | 安正时尚 | 3 | 纺织服装 | | ST景峰 | 2 | 创新药 | | 置兴纸业 | 2 | 机器人 | | 通润装备 | 2 | 储能+光伏 | | 美邦服饰 | 2 | 新零售 | | 首开股份 | 2 | 房地产 | | 欧亚集团 | 2 | 零售+黄金 | | *ST正平 | 2 普了加尔 | 光伏 | 光伏板块通润装备2连板。一图速览今日连板股>> 9月4日，Wind数据显示，A股市场共计44只个股涨停。其中锂电池板块宏裕包材收获4连板，光伏板块 通润装备2连板。一图速览今日连板股>> ...

今日，工业和信息化部、市场监督管理总局印发《电子信息制造业2025－2026年稳增长行动方案》。其 中提出，2025~2026年主要预期目标是：规模以上计算机、通信和其他电子设备制造业增加值平均增速 在7%左右，加上锂电池、光伏及元器件制造等相关领域后电子信息制造业年均营收增速达到5%以上。 有分析表示，储能市场近期迎来多重催化因素，一方面锂电行业进入传统旺季，产业链排产明显增加， 独立储能在政策优化后呈现爆发式增长，全年同比增速有望接近30%；另一方面全球AI建设提速， AIDC数据中心配套需求激增，推动电源系统和液冷技术要求显著提升；同时固态电池产业进展超预 期，设备商订单量大幅增长，产业化进程持续加速。 国证新能源电池指数聚焦储能产业链，固态电池相关公司的权重超35%，AIDC电源与液冷等相关公司 的权重接近30%，有望受益于固态领域订单增长与数据中心用电量增长带来的新增储能需求。资金近期 持续净流入相关产品，储能电池ETF（159566）近一周"吸金"1.3亿元，最新规模位居同标的指数第一， 可助力投资者便捷把握产业龙头。 （文章来源：每日经济新闻） ...

Group 1 - A new company named Energy Crystal (Beijing) Technology Co., Ltd. has been established with a registered capital of 10 million RMB [1] - The legal representative of the company is Yang Guang [1] - The company's business scope includes energy storage technology services, artificial intelligence application software development, and artificial intelligence industry application system integration services [1] Group 2 - The shareholders of the company include Haibo Sichuang (688411), Fourth Paradigm (06682.HK), and Beijing Dushi KAITAI Technology Partnership (Limited Partnership) [1]

Group 1 - The company Energy Crystal (Beijing) Technology Co., Ltd. was established on September 2, with a registered capital of 10 million RMB [1] - The legal representative of the company is Yang Guang [1] - The business scope includes energy storage technology services, artificial intelligence application software development, and AI industry application system integration services [1] Group 2 - The shareholders of the company include Haibo Sichuang, Fourth Paradigm, and Beijing Dushi Kaitai Technology Partnership (Limited Partnership) [1]

人民财讯9月4日电，近日，华体科技（603679）与深圳市建安（集团）股份有限公司正式签署战略合作 框架协议。双方将围绕储能调峰电站、光储超充、工商业储能等新能源领域项目，在全国范围内协同推 进项目开发建设。 ...

人民财讯9月4日电，企查查APP显示，近日，能量晶体(北京)科技有限公司成立，法定代表人为杨洸， 注册资本为1000万元，经营范围包含：储能技术服务；人工智能应用软件开发；人工智能行业应用系统 集成服务；人工智能通用应用系统等。企查查股权穿透显示，该公司由海博思创、第四范式等共同持 股。 ...

Group 1 - The carbon-neutral ETF Taikang (560560) experienced a strong performance, with a peak increase of over 3% and a current rise of 1.72%, reflecting a robust market interest in low-carbon investments [1] - The underlying index, the CSI Mainland Low-Carbon Economy Theme Index (000977), also showed significant growth, up 1.02%, with key constituent stocks like Weikang (300919) and JA Solar (002459) rising by 10.04% and 10.00% respectively [1] - Over the past week, the carbon-neutral ETF Taikang (560560) has accumulated a rise of 6.30%, reaching a new high in scale at 70.25 million yuan [1] Group 2 - The demand for energy storage is on the rise globally, with various regions implementing supportive policies, such as China's "Document No. 136," which clarifies capacity pricing and subsidies [2] - In Europe, dynamic pricing mechanisms and increased subsidies are driving significant growth in large-scale and commercial energy storage [2] - The share of independent energy storage projects in China is rapidly increasing, with a focus on lifecycle costs and efficiency rather than just initial pricing, indicating a shift in market dynamics [2] Group 3 - The top ten weighted stocks in the carbon-neutral ETF Taikang (560560) are heavily involved in the energy storage sector, with companies like CATL leading in global energy storage battery shipments [3] - These companies are expanding their operations internationally, contributing to the growth of the domestic energy storage industry and enhancing global market presence [3] - The CSI Mainland Low-Carbon Economy Theme Index tracks 50 core enterprises in the low-carbon economy, covering the entire industry chain from clean energy generation to storage and waste management [3]

鹏辉能源涨超10%，锦浪科技、阳光电源、德业股份等涨幅靠前。 上能电气、晶澳科技触及涨停，鹏辉能源涨超10%，锦浪科技、阳光电源、德业股份等涨幅靠前。 ...

Group 1 - The core viewpoint is that the lithium battery and renewable energy sectors are experiencing significant growth, driven by surging demand for energy storage solutions, particularly in overseas markets [1] - The Shanghai Stock Exchange Sci-Tech Innovation Board New Energy Index (000692) has seen a strong increase of 1.55%, with notable gains from companies such as Hangke Technology (688006) up 11.87% and Daqo Energy (688303) up 9.05% [1] - According to CITIC Securities, leading battery manufacturers are experiencing full order books and capacity shortages, with some having nearly filled their energy storage battery orders for 2026 [1] Group 2 - The Sci-Tech Innovation Board New Energy ETF (588830) closely tracks the performance of the New Energy Index, which includes 50 large-cap companies in solar, wind, and electric vehicle sectors, with battery stocks accounting for 38.5% of the index [2] - As of August 29, 2025, the top ten weighted stocks in the New Energy Index collectively represent 48.15%, with companies like JinkoSolar (688223) and Trina Solar (688599) among the leaders [2]