Market Overview - On September 1, the market experienced fluctuations with the ChiNext Index leading the gains, while the Shanghai Composite Index showed narrow fluctuations. The Shanghai Composite Index rose by 0.46%, the Shenzhen Component Index increased by 1.05%, and the ChiNext Index surged by 2.29% [1][2] - The total trading volume in the Shanghai and Shenzhen markets was 2.75 trillion yuan, a decrease of 48.3 billion yuan compared to the previous trading day [1] Sector Performance - The market saw a mixed performance with over 3,200 stocks rising. The leading sectors included gold concepts, CPO, innovative drugs, and storage chips, while insurance, securities, and banking sectors faced declines [1] International Market - The New York stock market was closed on September 1, while European stock indices all rose. The UK FTSE 100 index closed at 9196.34 points, up 0.10%, the French CAC40 index rose by 0.05% to 7707.90 points, and the German DAX index increased by 0.57% to 24037.33 points [2] - International oil prices also saw an increase, with WTI crude oil futures rising by 0.94% to $64.61 per barrel and Brent crude oil futures up by 1.01% to $68.16 per barrel [2] Industry Insights - The Chinese securities industry reported a significant increase in performance for the first half of 2025, with total revenue reaching 2510.36 billion yuan, a year-on-year growth of 23.47%, and net profit of 1122.80 billion yuan, up 40.37% [8] - The tungsten concentrate price surged by 12,000 yuan to 264,000 yuan per ton, marking a 4.76% increase, with a cumulative rise of nearly 35% over the past two months due to reduced supply and stable domestic demand [5] - The new energy vehicle sector showed strong growth in August, with companies like Li Auto, Xpeng, and NIO reporting record monthly delivery numbers, while Li Auto faced a decline in deliveries for three consecutive months [6] Corporate Developments - Huawei announced the launch of its new MateXTs foldable smartphone, with a promotional event scheduled for September 4 [4] - A leading solid-state battery equipment manufacturer reported a significant increase in orders, projecting a total order volume exceeding 1 billion yuan for the year [7]

*免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 公司方面，据证券时报表示， 斯迪克：公司在胶粘新材和功能膜领域居于领先水平，OCA光学胶有望受益折叠屏手机渗透率快速提 升带来的增长。 东睦股份：公司MIM技术平台目前主要应用于消费电子行业，折叠机铰链正成为公司MIM技术平台的 重要增长极。 华为终端官方9月1日宣布，刘德华将担任MateXTs非凡大师品牌大使，宣传语为"开合间，见非凡"。华 为官宣将于9月4日14:30举办华为MateXTs非凡大师及全场景新品发布会，将发布新款华为三折叠屏手 机。华为MateXTs是全球第二款量产的旗舰级三折叠屏手机，支持天通卫星通信制式、支持5G-增强移 动宽带(eMBB)技术，预装鸿蒙HarmonyOS操作系统，目前该款手机已上架官网开启预约。此外，这款 手机有望首发eSIM商用技术，取消物理SIM卡槽，极大提升内部空间利用率，为三折叠屏手机的轻薄化 设计带来突破。 据IDC最新报告显示，预计2025年全球折叠屏手机市场出货量约1983万台，同比增长6.0%；至2029年， 全球折叠屏手机出货量预计将会接近2729万台，五年复合增长率达到 ...