A-share Midday Review | Shanghai Composite Index rises 0.08%, battery and real estate sectors strengthen collectively, over 4,000 stocks advance.

Title context: A-share Midday Review | Shanghai Composite Index rises 0.08%, battery and real estate sectors strengthen collectively, over 4,000 stocks advance. Text: On September 29, the three major A-share indices opened lower collectively, then fluctuated upward and turned positive one after another, with the market showing a divergent pattern of "narrow-range index fluctuation, broad gains in individual stocks, and noticeably shrinking volume before the holiday." As of the midday close, the Shanghai Composite Index rose 0.08% to 3826.51 points, the Shenzhen Component Index rose 0.41%, and the ChiNext Index rose 0.34%. Across the entire market, 4,053 stocks rose and 1,398 stocks fell. Half-day turnover across the Shanghai, Beijing, and Shenzhen markets was 884.3 billion yuan, a decrease of about 290 billion yuan from the previous trading day. On the capital flow side, in the morning session, main funds recorded net inflows into sectors such as pharmaceuticals, electrical equipment and new energy, and real estate, among which the pharmaceutical sector saw net inflows exceeding 1.4 billion yuan; the battery sector saw main fund net inflows exceeding 1.7 billion yuan. Market Overview On the board, on the gainers' side, battery, components, real estate, and culture and media sectors led the gains; on the decliners' side, coal mining and processing, cultivated diamonds, and petroleum and petrochemical sectors led the declines. Overall, pre-holiday willingness to trade cooled noticeably, hot spots rotated rapidly, and funds concentrated toward directions with policy and industrial catalysts such as solid-state batteries and PCB. At the same time, driven by the State Council executive meeting's deployment to "study and introduce policies to stabilize the real estate market," the real estate chain strengthened collectively. Individual stocks generally rose more than they fell, and small- and mid-cap stocks outperformed heavyweight stocks. Hot Sectors 1. Solid-state battery concept erupts The solid-state battery concept strengthened collectively during intraday trading, with WUHAN LAND hitting the 30CM limit up, Shangshui Smartech hitting the 20CM limit up, Shanghai Emperor of Cleaning Hi-Tech, Gotion High-tech, and Jinlongyu Group hitting the limit up, Guangdong Lyric Robot Automation rising more than 12%, and LINGOOD, Guangdong Enpack Packaging, and others among the top gainers. Comment: On the news front, on September 28, seven departments including the Ministry of Industry and Information Technology, the National Development and Reform Commission, the Ministry of Transport, the Ministry of Commerce, the State Administration for Market Regulation, the National Energy Administration, and the National Railway Administration jointly issued the "15th Five-Year Plan for the Development of the New Battery Industry," proposing that by 2030 all-solid-state batteries initially achieve large-scale application and long-life lithium batteries reach a cycle life of 15,000 cycles; the plan deploys 19 key tasks across five aspects including full-chain innovative development and industrial transformation and upgrading, and clearly calls for accelerating breakthroughs in the industrialization technology of all-solid-state batteries. Expectations for the industrialization of solid-state batteries have heated up, driving related concept stocks higher collectively. 2. Real estate sector strengthens collectively The real estate sector performed actively, with ShenZhen Properties & Resources Development(Group)Ltd. posting a second consecutive limit up, Cinda Real Estate, China Union, and Hangzhou Binjiang Real Estate Group hitting the limit up, China Vanke Co.,Ltd. once touching the limit up intraday and rising more than 7% in the half-day session, Shenzhen SDG Service rising more than 9%, and Risesun Real Estate Development, China Enterprise, Gemdale Corporation, and others among the top gainers. Comment: On the news front, the State Council executive meeting was held on September 28. The meeting pointed out the need to roll out a batch of pragmatic and effective incremental policies, optimize fiscal expenditure arrangements, make good use of the unused local government debt limits, comprehensively use and adjust monetary policy tools as appropriate, increase relending quotas for technological innovation and technological upgrading, agriculture support and small business support, and study and introduce policy measures to stabilize the real estate market and promote employment and income growth; on the same day, four departments including the Shanghai Municipal Housing and Urban-Rural Development Management Committee jointly issued the "Implementation Opinions on Implementing the Notice on Improving the Commodity Housing Sales System," specifying six measures including strengthening pre-sale management and orderly implementing sales of completed homes, effective from September 28, 2026. 3. PCB and components concept moves higher The PCB concept rebounded amid volatility, with Shenzhen Xunjiexing Technology Corp. hitting the 20CM limit up, Guangdong Ellington Electronics Technology, Aoshikang Technology, and Guangdong Goworld hitting the limit up, and Shengyi Electronics, Camelot Electronics Technology, Shenzhen Q&D Circuits, Shenzhen King Brother Electronics Technology, and others among the top gainers. Comment: On the news front, since entering 2026, copper prices, electronic cloth, substrates, and PCB have continued their upward price trend, and the industry's high prosperity continues; a number of institutional research reports pointed out that as upstream raw material prices continue to rise, PCB manufacturers have successively initiated re-quotations, and the price transmission mechanism in the industrial chain is gradually being opened up. According to Choice data statistics, as of September 28, institutions conducted research in September on 221 electronics and semiconductor companies, with leading companies in the PCB sector and various semiconductor sub-sectors becoming key focuses of institutional attention. 4. Culture and media sector pulls up The culture and media sector performed actively, with Shanghai Xinhua Media posting 6 limit ups in 6 days, Xinhua Winshare publishing & Media hitting the limit up, Inly Media Co., Ltd, IReader Technology, and Zhejiang Huamei Holding hitting the limit up, and Beijing Zhidemai Technology, Mango Excellent Media, China Publishing & Media Holdings, and others among the top gainers. Comment: On the news front, on September 27, during the 10th Pingyao International Film Festival, ByteDance's Volcano Engine officially released the Seedance film and television cooperation plan, which will provide Token subsidies, promotional resources, and technical and tool support to professional film and television projects worldwide, with incentives for a single project reaching up to one million RMB, driving strength in directions such as AI film and television and short dramas.