A-shares big pump, the ChiNext zone leads with over 6%, the new energy zone performs strongly

On September 5th, the A-share market showed a comprehensive rise. By the close, the Shanghai Composite Index rose by 1.24%, the Shenzhen Component Index rose by 3.89%, the ChiNext Index had a big pump of 6.55%, and the STAR 50 Index rose by 3.39%. Over 4600 stocks in both markets rose, with a transaction volume of about 2.3 trillion yuan.

Sector Performance

The photovoltaic and energy storage concepts are leading the rise.

The photovoltaic and energy storage sectors performed strongly:

• Tianhong Lithium Battery (873152.BJ) rise 30%
• Jinlang Technology (300763.SZ) rise 20%
• Sungrow Power Supply (300274.SZ) rise 16.67%
• Sieng Electric (300827.SZ), JA Solar Technology (002459.SZ), and Penghui Energy (300438.SZ) have all experienced significant pump.

Analysis indicates that the photovoltaic industry showed signs of marginal improvement in performance in the second quarter. Measures related to "anti-involution" concerning product pricing, corporate integration, industry access thresholds, and product quality standards are expected to be implemented successively in the second half of the year.

The concept of batteries and solid-state batteries is strengthening

The battery sector sees a big pump in multiple stocks:

• Xian Dao Intelligent (300450.SZ) rise 20%
• Yiwei Lithium Energy (300014.SZ) and Sunwoda (300207.SZ) rose more than 16%
• Haimeixing (688559.SH) rose over 13%
• Tiannai Technology (688116.SH) and Ganfeng Lithium (002460.SZ) both had a big pump.

Leading Intelligent Technology has stated that it has successfully connected all process links for the mass production of solid-state batteries, and orders are expected to continue to grow.

CPO concept warming up

Several stocks in the CPO sector performed excellently:

• Shenghong Technology (300476.SZ) rises 20%, stock price hits an all-time high
• Xinyi Technology (300502.SZ) rise of nearly 12%
• Zhongji Xuchuang (300308.SZ), Tianfu Communication (300394.SZ), Cambridge Technology (603083.SH) all have significant rise.

Gold sector active

Gold-related stocks generally pump:

• Zijin Mining (601899.SH) rose by nearly 6%
• Shandong Gold (600547.SH) rose nearly 4%, reaching a historical high.
• Zhongjin Gold (600489.SH), Hunan Gold (002155.SZ), Western Gold (601069.SH), and Silver Nonferrous (601212.SH) all experienced varying degrees of pump.

Market Analysis

• The small non-farm data shows positive performance, and the market's interest rate cut expectations are heating up again.
• Many international financial institutions are optimistic about the future performance of gold.
• Some banks and consumer stocks performed relatively weakly

This article is for reference only and does not constitute investment advice. Past performance does not guarantee future results. Investors should make independent judgments based on their own risk tolerance and investment objectives.