After opening higher then pulling back, by midday the Shanghai Composite was up 0.27%, the Shenzhen Composite Index down 0.06% and the ChiNext Index down 0.17%. Shanghai- and Shenzhen-listed turnover was 909.3 bln yuan, up 33.1 bln yuan from the previous session; more than 2,600 stocks rose. Real estate staged a V-shaped rebound — Lujiazui, Shenwuye A and Zhongtian Service hit daily limit-ups; Binjiang Group, Xinda Real Estate, Shenshenfang A, Vanke A and China Merchants Shekou also advanced. CR

2026-09-30

After opening higher then pulling back, by midday the Shanghai Composite was up 0.27%, the Shenzhen Composite Index down 0.06% and the ChiNext Index down 0.17%. Shanghai- and Shenzhen-listed turnover was 909.3 bln yuan, up 33.1 bln yuan from the previous session; more than 2,600 stocks rose. Real estate staged a V-shaped rebound — Lujiazui, Shenwuye A and Zhongtian Service hit daily limit-ups; Binjiang Group, Xinda Real Estate, Shenshenfang A, Vanke A and China Merchants Shekou also advanced. CRO/biotech led sector gains, with CanSino Biologics among names hitting limit-up. Grain-related stocks warmed — Yalian Development hit the limit, Denghai Seed and Wanxiang Denong rose over 5%. Storage chips, PCB, MLCC and CPO sectors led declines; Aohong Electronics and Huaci shares hit limit-down. Lab-grown diamond names remained weak, with Sifangda down more than 5%.

其他消息
2026-09-30

1、高盛梳理1H26/2Q26电池企业中报后指出,海外储能(ESS)需求是本季最强的业绩分化点,而非国内电动车电池。 2、数据层面,1H26全球海外储能电池出货同比增长93%,远高于国内49%的增速;其中对欧洲、美国出货增长70%—80%,中东、大洋洲、东南亚等新兴市场出货同比翻倍。分场景看,全球户储出货同比翻倍,工商储与大储增速亦达50%—60%。龙头宁德时代1H26储能电池销量接近翻番,且海外订单增速已超过国内。 3、能见度方面,多家电池企业订单已排至2027年一季度,客户反馈明年储能需求仍将维持40%—50%增长,部分头部集成商已要求企业预留专属产线。行业产能利用率维持在80%—90%高位,9月起进入传统旺季后,排产计划同比约增长50%、环比增长超20%。 4、高盛维持宁德时代A/H为首选买入(A股目标价565元、H股947港元),对国轩、孚维维持卖出。(高盛9月28日报告)

2026-09-30

An SEC filing shows Tesla agreed $30 billion of financing: a $20 billion three-year delayed-draw term loan maturing Sept. 29, 2029; an $8 billion five-year revolving credit facility; and a $2 billion 364-day revolver. Tesla is terminating its prior revolver. The new five-year revolver allows up to $500 million in letters of credit, and revolving capacity can be increased by up to $4 billion to $14 billion.