B[Brokerage firms gathered "golden stocks" in four major industries in September, and institutions are optimistic about the value of core asset allocation] September 1st, judging from the "golden stock" portfolio recommended by brokerage firms in September, as of August 31, nearly 70 A-share and Hong Kong stock targets have been favored by brokerages, among which CATL and WuXi AppTec have attracted the most attention. Judging from the industry distribution of "golden stocks" among brokerage firms, industries such as electronics, machinery and equipment, pharmaceutical biology, and non-ferrous metals are favored. Looking forward to the market situation in September, industry insiders believe that under the combined influence of multiple factors, the short-term market is likely to maintain a range-bound trend. Stylistically, large cap value and small cap growth or dance together. In terms of specific allocations, we are currently optimistic about the value of gold and China's core asset allocations. Opportunities in dividend sectors and industries that are expected to bottom out are also worthy of attention. (China Securities Journal) A[Many listed companies in the lithium battery industry chain disclose semi-annual reports Tianqi Lithium's net profit in the first half of the year increased by 4925% year-on-year] August 30, according to incomplete statistics, as of press time, including Ningde Times, Yiwei Lithium Energy, Ganfeng Lithium, Tianqi Lithium, Tianci Materials, Defu Technology, Enjie Shares, Tianhua New Energy, Kedali, Guoxuan Hi-Tech, Duofuo, China National Mineral Resources, Foslastics A number of listed companies in the lithium battery industry chain, including Technology, Sunwanda, Penghui Energy, Azure Lithium Core, Shengxin Lithium Energy, Yongxing Materials, Sichuan Power, Zhenyu Technology, Yahua Group, Rongjie Technology, Rongbai Technology, Zhuhai Guanyu, Longpan Technology, Huasheng Lithium Battery, Peneng Technology, Desay Battery, and ST Tianji, disclosed their semi-annual reports. Among them, Tianqi Lithium’s net profit in the first half of the year increased by 4925% year-on-year, and Guoxuan Hi-Tech’s Q2 net profit increased by 6371% month-on-month.
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