Group 1 - The concept of solid-state batteries is gaining momentum, leading to significant stock price increases for companies such as Saiwu Technology, Dadongnan, Tianji Co., Longpan Technology, and Xiangtan Electric [1] - Several other companies, including Qiba Technology, Liande Equipment, Xingye Co., Yinglian Co., Liyuanheng, and Funeng Technology, are also experiencing stock price rises [1] Group 2 - Dark pool funds are flowing into these stocks, indicating increased investor interest and potential market activity [2]

Market Overview - On June 24, the Shanghai Composite Index rose by 1.15%, the Shenzhen Component Index increased by 1.68%, and the ChiNext Index climbed by 2.3% [2] - A total of 66 stocks appeared on the "Dragon and Tiger List" due to significant trading activity, with the highest net inflow of funds being 318 million yuan into Guoxuan High-Tech (002074.SZ) [2][3] Stock Performance - Guoxuan High-Tech saw a net buy of 318 million yuan, accounting for 6.4% of the total trading volume, and closed up by 10.02% with a turnover rate of 9.92% [3][5] - The stock with the highest net outflow was Dawi Co., Ltd. (002213.SZ), which experienced a net sell of 172 million yuan, representing 9.77% of the total trading volume, and closed up by 0.84% with a turnover rate of 42.93% [3][6] Institutional Activity - On the same day, 30 stocks on the Dragon and Tiger List had institutional involvement, with institutions net selling a total of 114 million yuan [7] - The stock with the highest net buy from institutions was Guangxun Technology (002281.SZ), which closed up by 10% and had a turnover rate of 7.28% [7][8] Northbound Capital Flow - Northbound funds participated in 16 stocks on the Dragon and Tiger List, with a total net buy of 395 million yuan [12] - The stock with the highest net buy from northbound funds was Ice Glacier Network (300533.SZ), with a net buy of 154 million yuan, accounting for 9.57% of the total trading volume [12] Divergence in Institutional and Northbound Activity - There was a divergence in the trading of several stocks, such as Inner Mongolia First Machinery Group, where institutions net sold 76.74 million yuan while northbound funds net bought 36.59 million yuan [14] - Similar patterns were observed in stocks like Zhenhua New Materials and Saiwu Technology, indicating differing investment strategies between institutions and northbound funds [14][15]

证券代码：603212 证券简称：赛伍技术 公告编号：2025-027 苏州赛伍应用技术股份有限公司 关于公司股票交易异常波动的公告 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个别及连带责任。 重要内容提示： 苏州赛伍应用技术股份有限公司（以下简称"公司"）股票于 2025 年 6 月 20 日、6 月 23 日、6 月 24 日连续三个交易日收盘价格涨幅偏离值累计超过 20%，根据《上 海证券交易所交易规则》的有关规定，属于股票交易异常波动情形。 一、股票交易异常波动情况介绍 公司股票于 2025 年 6 月 20 日、6 月 23 日、6 月 24 日连续三个交易日收盘价格涨 幅偏离值累计超过 20%，根据《上海证券交易所交易规则》的有关规定，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 针对公司股票异常波动情形，公司对有关事项进行了核查，现将情况说明如下： （一）生产经营情况 经公司自查，目前生产经营情况正常，内、外部经营环境未发生重大变化，不存在 影响公司股票交易价格异常波动的应披露而未披露的重大信息。 经公司 ...

Group 1 - The core point of the announcement is the share reduction plan executed by Yinhang Investment Co., Ltd., which reduced its holdings in Suzhou Saiwu Application Technology Co., Ltd. by 13,091,038 shares, accounting for 2.99% of the total share capital [1] - Before the reduction plan, Yinhang Investment held 26,632,070 shares, representing 6.09% of the company's total share capital [1] - The reduction was carried out through centralized bidding and block trading, with a total reduction amounting to 121,965,109 yuan, and the share price ranged from 8.44 to 10.80 yuan per share [1] Group 2 - The reduction period was from March 21, 2025, to June 20, 2025, and the initial plan was to reduce no more than 3% of the total share capital [1] - After the reduction, Yinhang Investment holds 13,541,032 shares, which is 3.10% of the total share capital [1] - The actual reduction was consistent with the previously disclosed reduction plan [1]

证券代码：603212 证券简称：赛伍技术 公告编号：2025-026 苏州赛伍应用技术股份有限公司 股东减持股份结果公告 本公司董事会、全体董事及相关股东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： 股东持股的基本情况 本次减持计划实施前，银煌投资有限公司（以下简称"银煌投资"）持有苏州 赛伍应用技术股份有限公司（以下简称"公司"）无限售流通股 26,632,070 股，占 公司当前总股本的 6.09%。 减持计划的实施结果情况 公司于 2025 年 2 月 27 日在上海证券交易所网（www.sse.com.cn）披露了《5% 以上股东减持股份计划公告》，自减持计划公告发布之日起 15 个交易日后的 3 个月内，银煌投资拟通过集中竞价交易或大宗交易方式合计减持不超过 13,124,710 股，即不超过公司总股本的 3%。其中，以集中竞价方式减持不超过 4,374,900 股（不超过公司股本总额的 1%），以大宗交易方式减持不超过 8,749,810 股（不超过公司股本总额的 2%）。 2025 年 6 月 20 日，公司收到银 ...

赛伍技术（603212）公告，股东银煌投资有限公司于2025年3月21日至2025年6月20日期间，通过集中竞 价和大宗交易方式累计减持公司股份1309.1万股，占公司总股本的2.99%。减持价格区间为8.44元/股至 10.8元/股，减持总金额为1.22亿元。减持后，银煌投资持股数量为1354.1万股，持股比例为3.10%。 ...

Core Viewpoint - The perovskite battery concept has shown a positive performance with a 1.06% increase, ranking fourth among concept sectors, indicating growing investor interest and potential in this technology [1][2]. Market Performance - As of June 20, the perovskite battery sector saw 35 stocks rise, with notable performers including: - Keheng Co., Ltd. (科恒股份) reaching a 20% limit up - Saiwu Technology (赛伍技术) and GCL-Poly Energy (协鑫集成) also hitting the limit up - Jin Xin Nuo (金信诺) and Woge Optoelectronics (沃格光电) increasing by 6.43% and 4.18% respectively [1][2]. - The sector experienced a net inflow of 566 million yuan, with 31 stocks receiving net inflows, and 7 stocks exceeding 30 million yuan in net inflow [2]. Key Stocks and Their Performance - The top stocks in the perovskite battery sector based on net inflow and performance include: - Keheng Co., Ltd. (科恒股份): 20% increase, 2.51 billion yuan net inflow - GCL-Poly Energy (协鑫集成): 9.91% increase, 2.50 billion yuan net inflow - Saiwu Technology (赛伍技术): 10.04% increase, 963.47 million yuan net inflow - Jin Xin Nuo (金信诺): 6.43% increase, 581.85 million yuan net inflow [3][4]. Sector Comparison - The perovskite battery sector's performance is compared to other sectors, with notable increases in: - PET Copper Foil: 2.09% - Lithography Glue: 1.45% - BC Battery: 1.13% - Conversely, sectors like Combustible Ice and Brain-Machine Interface saw declines of -4.14% and -3.34% respectively [2].

Group 1 - The BC battery concept increased by 1.13%, ranking third among concept sectors, with 27 stocks rising, including Zhengye Technology which hit the daily limit up by 20% [1] - Leading stocks in the BC battery sector included Saiwu Technology and Xiexin Integration, both hitting the daily limit up, while stocks like Guangxin Materials and *ST Yunwang experienced significant declines [1][2] - The BC battery sector saw a net inflow of 477 million yuan from main funds, with 26 stocks receiving net inflows, and five stocks exceeding 30 million yuan in net inflow, led by Xiexin Integration with 250 million yuan [2][3] Group 2 - The top three stocks by net inflow ratio were Saiwu Technology at 58.71%, Xiexin Integration at 55.40%, and Zhengye Technology at 33.90% [3] - The trading performance of key stocks included Xiexin Integration with a daily increase of 9.91% and a turnover rate of 3.06%, while Saiwu Technology rose by 10.04% with a turnover rate of 3.54% [3][4] - Stocks with notable declines included Guangxin Materials down by 5.03% and *ST Yunwang down by 4.21%, indicating a mixed performance within the sector [5]

Group 1: Liquor Industry - The liquor sector has shown a strong rebound, with major brands like "Moutai, Wuliangye, and Luzhou Laojiao" all experiencing significant gains [3][4] - The China Alcoholic Drinks Association's report indicates that the liquor industry is undergoing a deep structural adjustment, characterized by "declining volume and rising profits," with a notable shift in consumer demographics and purchasing behavior [6][7] - The report highlights a decrease in the share of business banquets, prompting companies to adjust their product strategies, with a focus on mid-to-low-end products priced between 100 to 300 yuan [6][7] Group 2: New Energy Sector - The new energy sector has rebounded, particularly in the photovoltaic segment, with significant gains in stocks related to BC batteries and photovoltaic equipment [8][9] - Leading stock Haike New Source (301292) surged to a "20CM" limit-up shortly after market opening, indicating strong investor interest [9][12] - The photovoltaic industry is expected to see improved supply-demand dynamics by 2025, with global installation demand projected to reach 492GW to 568GW, reflecting a year-on-year growth of approximately 5% to 7% [13]

Core Viewpoint - The photovoltaic concept stocks have shown strong performance, with Saiwu Technology rapidly hitting the daily limit up, indicating positive market sentiment in the sector [1] Group 1: Stock Performance - Saiwu Technology experienced a rapid increase, reaching the daily limit up [1] - Other companies such as Kaisheng New Energy, Ainengju, Tongwei Co., Trina Solar, Haiyou New Materials, TCL Zhonghuan, and Fuyao Glass also saw gains [1] Group 2: Market Outlook - Insiders indicate that the photovoltaic industry is expected to face significant production cuts in the third quarter, with the operating rate projected to decrease by approximately 10%-15% compared to the previous quarter [1] - There will be an audit review of low-price sales in the industry [1]