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today, large-cap blue-chip stocks collectively adjusted, the shanghai composite index opened low and fell to a new low in more than half a year, while small-cap growth stocks strengthened across the board, with the shenzhen component index, the chinext index, and the science and technology innovation 50 index all rebounding from the bottom. more than 4,000 stocks rose in the two markets, and the turnover increased to 609.9 billion yuan, a recent high.

on the market, sectors such as consumer electronics, photovoltaics, energy storage, warehousing and logistics led the gains, while sectors such as banking, oil, construction, and electricity led the losses.

wind's real-time monitoring data shows that the electronics and power equipment industries both received a net inflow of more than 5 billion yuan in main funds, food and beverage received a net inflow of more than 2.3 billion yuan, and pharmaceuticals, computers, non-ferrous metals, etc. also received a net inflow of more than 1 billion yuan. the main funds in the banking industry had a net outflow of more than 3.2 billion yuan, the public utilities had a net outflow of more than 1 billion yuan, and the construction decoration, petroleum and petrochemical industries also had a net outflow of more than 100 million yuan.

looking ahead to the market, dongguan securities said that with the disclosure of all semi-annual reports this week, some uncertainties in the market will soon disappear, and the market will enter the traditional golden september and silver october season, and the market is expected to turn from bad to good. against the backdrop of steady progress in high-quality development, the market will fluctuate and consolidate in the short term, but it is relatively optimistic in the medium and long term. pay attention to the support of the moving average below and the changes in volume.in terms of sector selection, it is recommended to pay attention to sectors such as banking, home appliances, semiconductors, electrical equipment, and tmt.

tianfeng securities pointed out that it is important to seize opportunities in the volatility phase and seize large fluctuations in the consumption phase. the a-share market since august has shown the market's high sensitivity to domestic demand policy expectations, and the domestic consumption sector may have an advantage over the overseas chain.long-term style switching requires patience and waiting for more right-side signals. high-dividend assets with monopoly and scarcity are expected to be revalued.

in terms of hot spots, consumer electronics once again set off a surge in daily limit today, with foldable screen concepts leading the gains, and the sector index surged 4.26% to a record high. zhidongli, changxin technology and others all rose by 20%, and zhongjing electronics and other stocks rose by daily limit or more than 10%.

on the news front, before huawei, a promotional video of a three-folding screen mobile phone has been circulated online recently, which is the tecno phantom ultimate 2 under transsion. it is reported that the tecno phantom ultimate 2 adopts a double-hinge design. the size of the folded state is 6.48 inches, which is comparable to the size of a traditional straight-screen mobile phone. the unfolded screen size is 10 inches, comparable to a tablet computer.

everbright securities believes that as the pain points of core folding screen technologies are gradually resolved and market acceptance continues to increase, the pace of new product launches will further accelerate. hinges and utg glass screens are the core incremental links of foldable screen mobile phones, especially in tri-fold screens, where higher technical standards are required. we can focus on domestic core suppliers of hinges and utg glass.

new energy concepts also strengthened across the board, with photovoltaic and energy storage sectors seeing a surge in daily limit prices. in the photovoltaic sector, kuaike electronics hit the daily limit of 20%, while more than 10 stocks including junda shares and igor hit the daily limit. in the energy storage sector, more than 10 stocks including penghui energy and fenda technology hit the daily limit.

lithium batteries, charging piles, new energy vehicles, smart grids and other sectors also rose strongly, with baoxin technology, mubang hi-tech, junda holdings and others hitting their daily limit.

the top 10 etf funds with the highest growth rates are all related to new energy, among which the energy storage battery etf ranked first with a 4.34% increase, followed by the photovoltaic leader etf and photovoltaic etf fund, which also rose by more than 4%.

today, the state council information office held a press conference. the relevant person in charge of the national energy administration introduced that by the end of july 2024, my country's total installed capacity of wind power and photovoltaic power generation will reach 1.206 billion kilowatts, achieving the goal six years ahead of schedule. according to the plan, by 2030, china's total installed capacity of wind power and solar power generation will reach more than 1.2 billion kilowatts.

dongwu securities said that in the context of backward overcapacity and continuous losses in the photovoltaic industry, only new technologies can drive a new round of cycles. hjt has high technical barriers, relatively scarce production capacity, higher battery conversion efficiency and component power (even more advantageous after forming a stacked battery with perovskite), and a clear cost reduction route, which meets the requirements of new quality productivity. it is recommended to focus on maxsun technology, the leader in hjt complete line equipment, and autevi, the leader in 0bb string welding machines.