Market Overview - The three major indices experienced a decline, with the ChiNext Index dropping by 1.1% and over 4600 stocks in the market showing negative performance [1][3] - The Shanghai Composite Index fell by 0.86%, the Shenzhen Component Index decreased by 1.01%, and the North China 50 Index also saw a nearly 1% drop, with trading volume exceeding 800 billion, an increase of over 40 billion compared to the previous day [3] Economic Factors - Recent macroeconomic data has shown signs of pressure, leading to hesitance in market recovery expectations [3] - Popular sectors such as AI and weight-loss drugs are experiencing corrections, prompting funds to shift towards defensive sectors [3] - External market instability has also contributed to negative sentiment in the domestic market [3] Sector Performance - Solid-state batteries, PCB, and oil sectors saw gains, with stocks like Nord and Xiangtan Electric achieving limit-up [3] - The solid-state battery sector is gaining attention due to recent technological breakthroughs and a reasonable valuation after previous adjustments in the new energy sector [3] - The oil sector's rise may be linked to geopolitical tensions in the Middle East, particularly the potential for U.S. actions against Iran, leading to short-term oil price volatility [3] Declining Sectors - The nuclear fusion, military, and weight-loss drug sectors faced significant declines, with Changshan Pharmaceutical hitting the limit down and Hanyu Pharmaceutical dropping over 10% [4] - The military sector's adjustment is attributed to a lack of new catalysts, leading to fund withdrawals [4] - The nuclear power sector saw stocks like Hezhan Intelligent and China Nuclear Technology hitting the limit down, possibly due to negative news from specific companies [4] Investment Strategy - In a broad market decline, it is essential to maintain a calm mindset and focus on identifying quality stocks [4] - Long-term investors should prioritize company fundamentals and industry prospects over short-term price fluctuations [4] - The solid-state battery sector is highlighted as a promising long-term investment, while caution is advised in the weight-loss drug sector due to speculative trading [4]

Group 1: Solid-State Battery Sector - Nord Shares experienced a 10.12% increase over three consecutive days, attributed to solid-state battery developments [3] - Xiangtan Electric Chemical saw a first board increase of 10.05%, also linked to solid-state battery advancements [3] - Fengyuan Shares had a first board rise of 10.03%, driven by solid-state battery news [3] - Haike New Source achieved a first board increase of 20.02%, related to solid-state battery technology [3] - Keheng Shares recorded an 11.68% rise, associated with solid-state battery innovations [3] Group 2: Robotics Sector - Kaiwang Technology had a first board increase of 20.01%, driven by robotics and connectivity [5] - Rongtai Shares saw a first board rise of 10.01%, linked to robotics [5] - Baoxin Technology experienced a first board increase of 10.00%, attributed to robotics developments [5] - Jiangsu Leili recorded an 11.98% rise, associated with robotics [5] - Shuanglin Shares had a 10.06% increase, also related to robotics [5] Group 3: AI and Chip Industry - Guojin Securities reported that Nvidia's GB200/300 is actively increasing orders, predicting explosive growth for ASICs in 2025 and 2026, with many AI-PCB companies experiencing strong orders [6] - Marvell revised its data center and AI ASIC target share, increasing the total addressable market (TAM) for data centers to $94 billion by 2028, up from $75 billion, and for AI custom chips (ASIC) to $54 billion, up from $43 billion [9] Group 4: Oil and Gas Services - Reports indicate that U.S. officials are preparing for potential strikes on Iran, which may impact the oil and gas sector [11] Group 5: Digital Currency - Circle, the first stock of stablecoins, surged over 33% in the overnight market, closing at $199.59, which is more than 540% above its issue price of $31 [13] Group 6: Market Focus Stocks - Dongxin Peace saw a 10.02% increase over nine days, with six consecutive boards [18] - Zhun Oil Shares recorded a 9.96% rise over five consecutive boards [12] - Shandong Molong experienced a 10.00% increase over five consecutive boards [12]

近日该股表现 | 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.06.18 | 10.10 | 10.96 | 9000.95 | | 2025.06.17 | 9.97 | 4.06 | 8456.52 | | 2025.06.16 | 0.86 | 1.48 | 97.34 | | 2025.06.13 | -3.87 | 3.19 | -1839.53 | | 2025.06.12 | -2.43 | 2.89 | -318.07 | | 2025.06.11 | -0.27 | 3.11 | 1139.02 | | 2025.06.10 | -0.80 | 3.40 | -1031.46 | | 2025.06.09 | 1.90 | 3.84 | -1466.43 | | 2025.06.06 | -1.08 | 4.92 | 1193.51 | | 2025.06.05 | 3.62 | 7.85 | -6393.25 | （文章来源：证券时报网） 证券时报·数据宝统计，两融数据来看，该股最新（6月1 ...

Core Viewpoint - Nord New Materials Co., Ltd. experienced a significant stock price fluctuation, with a cumulative closing price increase of 20% over three consecutive trading days from June 16 to June 18, 2025, which is classified as an abnormal trading situation according to Shanghai Stock Exchange regulations [1][2]. Group 1: Stock Trading Abnormality - The company's stock price increased by a cumulative 20% over three consecutive trading days, indicating abnormal trading activity [1]. - The company conducted a self-examination and confirmed that there were no undisclosed significant information affecting the stock price [2]. Group 2: Operational Status - The company's production and operational activities are reported to be normal, with no significant changes in the internal or external operating environment [2]. - There are no major events or undisclosed information that could impact the stock price, such as asset restructuring or acquisitions [2]. Group 3: Market Sentiment - The company has not identified any media reports or market rumors that could influence the stock price [2]. - There are no other significant events that could have a substantial impact on the company's stock price during the abnormal trading period [2]. Group 4: Board Statement - The board of directors confirmed that there are no undisclosed matters that should be reported according to the relevant regulations of the Shanghai Stock Exchange [3]. - The board emphasized that previous disclosures do not require correction or supplementation [3].

Market Overview - On June 18, A-shares saw a slight increase in the three major indices, with the Shanghai Composite Index rising by 0.04%, the Shenzhen Component Index by 0.24%, and the ChiNext Index by 0.23%. The total market turnover reached 12,217 billion [1]. Semiconductor Industry - The semiconductor industry chain experienced a significant rise in the afternoon, with sectors such as PCB, CPO, storage chips, and AI PCs leading the gains. PCB leader Huadian Co., Ltd. saw a limit-up, with a net inflow of 7.18 billion from main funds, ranking first in A-shares [4]. - Huadian's recent investor relations activity indicated a sustained growth in demand for AI-driven servers and high-speed network infrastructure, with expectations for capacity improvements by the second half of 2025 [4]. - In Q1, Huadian reported a revenue of 40.38 billion, a year-on-year increase of 56.25%, and a net profit of 7.62 billion, up 48.11% year-on-year, indicating rapid growth [4]. CPO Sector - The CPO (Co-Packaged Optics) sector surged in the afternoon, with stocks like Kexiang Co. hitting the limit-up, and other companies such as Lian Te Technology and Shengyi Electronics also seeing significant gains [6]. - According to YOLE Group, the CPO market is expected to reach a value of 8.1 billion by 2030, with a compound annual growth rate of 137%, driven by the transition from pluggable optical modules to CPO and from copper cables to optical communication [9]. - JPMorgan's report suggests that CPO technology is accelerating towards commercialization, with industry leaders positioned favorably for the next growth cycle [9]. Solid-State Battery Sector - The solid-state battery sector showed a rebound in the afternoon, with stocks like Pulutong and Nord Co. hitting the limit-up, and Jinyinhai rising over 10% [11]. - Xiaomi's recent patent for solid-state battery composite electrodes, which enhances ion transport efficiency, was published, indicating advancements in solid-state battery technology [13]. - The first "Lithium Sulfide and Sulfide Solid-State Battery Forum" is scheduled for June 25, focusing on the latest technologies and industrial applications in the field [14]. - China Galaxy Securities highlights that solid-state batteries are a core focus in the lithium battery supply chain, with significant growth potential for leading cell and material companies [14].

证券代码：600110 证券简称：诺德股份 公告编号：临 2025-041 诺德新材料股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： 诺德新材料股份有限公司（以下简称"公司"）股票价格于 2025 年 6 月 16 日、2025 年 6 月 17 日和 2025 年 6 月 18 日连续三个交易日内日收盘价格 涨幅偏离值累计达到 20%。根据上海证券交易所的相关规定，属于股票交易异常 波动情形。 经公司自查并向公司控股股东、实际控制人书面函证核实，截至本公告 日，公司、公司控股股东及实际控制人不存在应披露而未披露的重大信息。 一、股票交易异常波动的具体情况 公司股票价格于 2025 年 6 月 16 日、2025 年 6 月 17 日和 2025 年 6 月 18 日 连续三个交易日内日收盘价格涨幅偏离值累计达到 20%。根据《上海证券交易所 交易规则》的相关规定，属于股票交易异常波动情形。 二、公司关注并核实的相关情况 （一）生产经营情况 经公司自查，公司目前生产经营活动一 ...

Group 1 - A-share market is supported by the upcoming Lujiazui Forum, with financial sectors showing strength, indicating potential policy speculation [1] - Tensions in the Middle East are escalating, with Israeli Prime Minister Netanyahu stating that actions against Iran will continue, and Trump leaving the G7 summit early due to the situation, heightening market anxiety [1][3] - Despite initial strength in gold and oil prices, the market remains skeptical about further deterioration in the Middle East, leading to a reduction in price increases [3] Group 2 - The market is experiencing conflicting messages regarding potential talks and military actions, particularly affecting international oil trading strategies [5] - A notable trend in A-shares is the "end-of-month effect," where high-flying stocks often see profit-taking as the month closes, suggesting caution for investors [7] - The stock of Brain Rejuvenation Technology (RGC.US) surged by 283%, reaching a market cap of over $29.6 billion, significantly impacting related sectors in A-shares [8] Group 3 - New tax refund policies for overseas travelers in Dalian and Hubei are set to take effect in July 2025, which could influence retail sectors [10] - Micron has announced plans to halt production of DDR4/LPDDR4 chips, indicating a supply-demand imbalance in the memory market, which may affect related stocks [12] - The solid-state battery sector is gaining traction, with several companies experiencing significant stock price increases due to strong demand and positive market sentiment [18][17] Group 4 - The coal, public utilities, oil and petrochemicals, transportation, and retail sectors are leading in performance, while pharmaceuticals, beauty care, media, textiles, and light manufacturing are lagging [20] - The human brain engineering sector saw a rise of 3.34%, while the innovative drug sector experienced a decline of 2.81%, reflecting market volatility [21]

之 法律意见书 二〇二五年六月 上海君澜律师事务所 关于 诺德新材料股份有限公司 调整 2025 年股票期权激励计划 及向激励对象首次授予股票期权 上 海 君 澜 律 师 事 务 所 法律意见书 上海君澜律师事务所 关于诺德新材料股份有限公司 调整 2025 年股票期权激励计划 及向激励对象首次授予股票期权之 法律意见书 致：诺德新材料股份有限公司 上海君澜律师事务所（以下简称"本所"）接受诺德新材料股份有限公司 （以下简称"公司"或"诺德股份"）的委托，根据《上市公司股权激励管理 办法》（以下简称"《管理办法》"）及《诺德新材料股份有限公司 2025 年股 票期权激励计划》（以下简称"《激励计划》"或"本次激励计划"）的规定， 就诺德股份调整本次激励计划及向激励对象首次授予股票期权相关事项（以下 简称"本次调整及授予"）出具本法律意见书。 对本法律意见书，本所律师声明如下： （一）本所律师依据《中华人民共和国证券法》《律师事务所从事证券法 律业务管理办法》和《律师事务所证券法律业务执业规则（试行）》等规定及 本法律意见书出具日以前已经发生或者存在的事实，严格履行了法定职责，遵 循了勤勉尽责和诚实信用原则，进 ...

Summary of Key Points Core Viewpoint - The board of directors' remuneration and assessment committee of Nord New Materials Co., Ltd. has reviewed and approved the adjustments to the 2025 stock option incentive plan and the list of initial grant recipients, confirming compliance with relevant laws and regulations [1][3]. Group 1: Adjustments to the Incentive Plan - The initial grant recipients' list aligns with the approved draft of the 2025 stock option incentive plan, including directors, senior management, middle management, and key technical and business personnel, excluding independent directors and shareholders holding more than 5% of the company's shares [1][2]. - The number of initial grant recipients is set at 118, with a total of 30.3 million stock options granted and 4.7 million options reserved, which complies with the regulations and the scope authorized by the shareholders' meeting [1][3]. Group 2: Eligibility of Grant Recipients - The eligibility criteria for the incentive recipients include not being recognized as inappropriate candidates by the stock exchange or the China Securities Regulatory Commission (CSRC) within the last 12 months, and not having any major legal violations [2][3]. - The final list of initial grant recipients has reduced by 6 individuals compared to the previous approval, but still meets the qualifications set forth in the company's articles of association and relevant regulations [2][3]. Group 3: Compliance and Approval - The adjustments made to the incentive plan are deemed legal and compliant, with no harm to the interests of the company or its shareholders [3][4]. - The initial grant date is set for June 13, 2025, with a grant price of 3.41 yuan per share for the 118 eligible recipients [4].

Core Viewpoint - The company has adjusted its 2025 stock option incentive plan due to the voluntary withdrawal of 6 participants, resulting in a reduction of both the number of participants and the total stock options granted [1][2]. Group 1: Meeting Details - The 42nd meeting of the 10th Board of Directors was held on June 13, 2025, with all 7 directors present, and the meeting complied with relevant laws and regulations [1]. - The board approved the adjustment of the stock option incentive plan, reducing the number of participants from 124 to 118 and the total stock options from 31.13 million to 30.30 million [1][2]. Group 2: Incentive Plan Adjustments - The reserved stock options were increased from 3.87 million to 4.70 million [1]. - The stock option incentive plan remains consistent with the plan approved at the company's first extraordinary general meeting of 2025 [2]. - The board determined that the conditions for the initial grant of the stock options were met, setting the grant date as June 13, 2025, with an exercise price of 3.41 yuan per option [2][3]. Group 3: Voting Results - The voting results for the proposal were 6 votes in favor, 0 against, and 0 abstentions, with 1 director recusing themselves due to a conflict of interest [2][3].