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超4800股上涨,固态电池、体育概念大爆发
21世纪经济报道· 2025-09-05 07:04
Market Overview - The market experienced a rebound on September 5, with the Shanghai Composite Index rising by 1.31%, the Shenzhen Component Index increasing by 3.94%, and the ChiNext Index gaining 6.68% [1][2]. Sector Performance - The lithium battery, energy storage, and photovoltaic sectors showed strong gains, while the sports concept stocks surged. Conversely, the dairy and banking sectors saw slight declines [3][9]. Lithium Battery Sector - Solid-state batteries saw a significant rally, with companies like Tianhong Lithium and Tianji Shares achieving consecutive gains, and Sunshine Power hitting a historical high with over a 10% increase [4][10]. - The solid-state battery sector is experiencing technological breakthroughs, with the China Automotive Engineering Society set to review multiple standards related to solid-state batteries in September 2025 [7]. - Equipment manufacturers are witnessing a substantial increase in order demand, with total new orders exceeding 30 billion yuan, reflecting a year-on-year growth of 70% to 80% [8]. Sports Industry - The sports industry concept stocks surged following the release of a government opinion aimed at enhancing sports consumption and promoting high-quality development in the sports sector. The goal is to cultivate influential sports enterprises and events by 2030, with the industry scale expected to exceed 7 trillion yuan [11]. Economic Indicators - Morgan Stanley's chief strategist highlighted four key indicators for assessing the sustainability of the current bull market, including the onshore RMB bond yield, macro policy implementation, quarterly performance, and margin trading balance [13].