The Zhitong Finance App learned that on September 3, the three major A-share indices collectively opened higher (the Shanghai Index opened 0.29% higher, the Shenzhen Index opened 0.90% higher), fluctuated and rebounded after falling back in early trading. The GEM Index and Shenzhen Index turned green for a while. The market showed a pattern of “the index collectively closed up, individual stocks declined, and shipping and nurturing diamonds led the way”. By the midday close, the Shanghai Index rose 0.43% to 3958.19 points, the Shenzhen Index rose 0.39% to 13664.14 points, and the GEM index rose 0.43% to 3326.42 points. More than 3,100 individual stocks fell in the entire market, with 43 rising and 7 falling to a halt. The half-day turnover of the Shanghai and Shenzhen markets was 1.1 trillion yuan, down 110.4 billion yuan from the previous trading day. In early trading, the main capital flowed into non-bank finance, securities, non-ferrous metals and other sectors, with a net outflow of electronics, communications, semiconductors, etc., of which the electronics sector had a net outflow of over 4.5 billion yuan; in terms of individual stocks, San'an Optoelectronics's main capital had a net purchase of over 1 billion yuan.
Overview of the plate
On the upward side, on the upward side, the concept of shipping and cultivating diamonds continued to be active, and major financial sectors such as insurance and securities fluctuated higher; on the downside, agricultural cultivation and food concepts declined the most, while sectors such as dairy, chemicals and pharmaceuticals weakened, and popular early stocks such as Chuanzhi Education, Shenzhen China A, Yiming Foods, and Ellie Home dropped in batches. Overall, the strengthening of the weight and financial sector led the three major indices to collectively close and rise, but more than 3,100 individual stocks in the entire market fell, and the money-making effect was weak. Capital was withdrawn from high-ranking topics in the early stages and moved to a news-driven direction such as shipping and diamond cultivation.
Popular sections
1. The shipping sector is picking up collectively
The shipping sector collectively boosted. Haitong Development, Phoenix Shipping, and COSCO Marine rose and stopped, Air China Ocean rose more than 10%, China Merchants Shipping rose more than 8%, and China Southern Oil and COSCO Haite followed suit.
Comment: According to news, the Baltic Sea Dry Bulk Freight Index (BDI) surged 174 points and 5.5% in a single day on September 2, reaching a new high since December 2023. Among them, the cape-type shipping price index rose 8.1%; at the end of the third quarter, it entered the traditional peak season for dry bulk transportation, concentrated shipments of iron ore, coal and grain, compounded by the tense situation in the Middle East, causing some ships to detour and effective capacity contraction, and freight rates were supported.
2. Strengthen the concept of cultivating diamonds
The concept of cultivating diamonds strengthened. The Yellow River Cyclone and Hengsheng Energy rose and stopped, Huifeng Diamond rose more than 10%, Sifangda rose more than 8%, and Power Diamond and Wald followed suit.
Comment: According to the news, institutional research reports indicate that cultured diamonds share high temperature and high pressure synthesis technology, and semiconductor-grade diamond wafers can be prepared by combining CVD epitaxial processes, and the industrial chain synergy is strong; demand for functional diamond materials is growing rapidly, which is expected to be transmitted to the diamond cultivation process through industrial chain synergy.
3. The liquid-cooled server concept continues to be active
The liquid-cooled server concept continues to be active. Jitai Co., Ltd. has 4 consecutive boards, Jindi Co., Ltd. has 3 boards in 4 days, Jinfu Technology has 2 boards in 4 days, and Siquan New Materials has increased by more than 10%.
Comment: According to the news, institutional research reports indicate that the overall rise in AI server shipments is expected to drive the liquid cooling penetration rate to a higher level, and revenue space in the liquid cooling industry chain is expected to open up; Jitai Co., Ltd. suggested in an abnormal stock trading announcement that its liquid-cooled silicone oil products are currently in a critical verification stage before commercial application, and large-scale orders and sales revenue have not yet been generated.
4. The humanoid robot concept shook and strengthened
The humanoid robot concept fluctuated and strengthened, with Minzhi Electric and Giant Wheel rising and stopping, and Zhaowei Electromechanical and Fengguang Precision followed suit.
Comment: According to the news, Tesla CEO Musk said on September 1 that the number of humanoid robots worldwide may reach 1 billion units in the next ten years; in addition, Xiaopeng Group's humanoid robot business completed the first round of financing of more than 900 million US dollars in late August, and the post-investment valuation exceeded 6.3 billion US dollars. The Ministry of Industry and Information Technology also solicited public comments on the “National Humanoid Robot Industry Standard System Construction Guide (2026 Edition)” in late August, and industry catalysis continues.