Core Insights - The perovskite battery concept has seen a rise of 3.40%, ranking 7th among concept sectors, with 48 stocks increasing in value, including notable gains from companies like Tuojin New Energy and Yamaton, which hit the daily limit up [1][2] Group 1: Market Performance - The perovskite battery sector attracted a net inflow of 1.658 billion yuan, with 33 stocks receiving net inflows, and 5 stocks exceeding 100 million yuan in net inflows [2] - Leading the net inflow is Tongwei Co., with a net inflow of 636 million yuan, followed by Longi Green Energy and Junda Co. with net inflows of 517 million yuan and 200 million yuan respectively [2][3] Group 2: Stock Performance - Top performers in the perovskite battery sector include Tuojin New Energy, Tongwei Co., and Junda Co., with respective net inflow ratios of 54.80%, 22.69%, and 21.00% [3] - Other notable stocks include Yamaton, which also saw a significant increase of 10.01% [3][4] Group 3: Comparative Sector Analysis - The perovskite battery sector's performance is compared to other sectors, with BC batteries leading at 4.13% and silicon energy at 4.02%, while the perovskite battery sector follows closely at 3.40% [2]

New Stock Listings - Yitang Co., Ltd. (688729) listed at an issue price of 8.45 on July 8, 2025[1] - Jichuan Pharmaceutical (600566) has a tender offer period from June 18 to July 17, 2025[1] - ST Yazhen (603389) has a tender offer period from June 10 to July 9, 2025[1] Delisting and Trading Reminders - Tui Shi Jin Gang (600190) has 8 trading days remaining until the last trading day[1] - Hengli Tui (000622) has 5 trading days remaining until the last trading day[1] - Tui Shi Jiu You (600462) has 4 trading days remaining until the last trading day[1] Market Volatility - North China Long Dragon (301357) reported severe abnormal fluctuations[1] - Multiple stocks including ST Zhengping (603843) and Hunan Tianyan (600698) have reported abnormal fluctuations[3]

证券代码：002623 证券简称：亚玛顿 公告编号：2025-032 常州亚玛顿股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、 误导性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 常州亚玛顿股份有限公司（以下简称"公司"或者"本公司")股票（证券 代码：002623，证券简称：亚玛顿）连续三个交易日（2025 年 7 月 4 日、7 月 7 日、7 月 8 日）收盘价格涨幅偏离值累计超过 20%。根据《深圳证券交易所交易 规则》的相关规定，属于股票交易异常波动的情况。 二、公司关注、核实情况说明 针对公司股票交易异常波动的情况，公司进行了自查，并向公司控股股东、 实际控制人就相关事项进行了书面核实，现就有关情况说明如下： 1、截至目前，公司前期披露的信息不存在需要更正、补充之处； 5、经核查，公司控股股东及实际控制人在公司股票交易异常波动期间不存 在买卖公司股票的情况。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有任何根据《深圳证券交易所股票上市规 则》等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向 ...

亚玛顿（002623）发布股票交易异常波动公告，公司于近日在接受媒体记者关于"光伏玻璃行业部分企 业阶段性下调产能"的采访中对行业动态以及公司海外投资战略进行了客观说明，未涉及公司自身的生 产安排或业绩预测，更未涉及公司应披露而未披露的重大事项。 ...

Stock Performance - Jin'an Guoji achieved a 10.02% increase over four consecutive days, driven by copper-clad laminates and medical devices [2] - Honghe Technology saw a 10.02% rise over six days, attributed to electronic-grade glass [2] - Jiuding New Materials recorded a 10.05% increase over three days, also linked to electronic-grade glass [2] - Bomin Electronics experienced a 9.98% rise over six days, related to PCB and chips [2] - Yihua New Materials surged by 19.99% over four days, associated with RSW [2] Industry Insights - The Ministry of Industry and Information Technology emphasized the need to regulate low-price competition in the photovoltaic industry, urging companies to enhance product quality and phase out outdated capacity [4] - The photovoltaic sector is witnessing significant stock performance, with companies like Huaguang Huaneng and Yamaton showing increases of 9.98% and 10.01% respectively, driven by photovoltaic glass [6] - The semiconductor industry is gaining attention as Changxin Storage initiates its IPO guidance, with stocks like Xinling Electric and Wotton Technology showing increases of 20.01% and 9.98% respectively [7] - Analysts predict a potential improvement in earnings across technology, consumer, and midstream manufacturing sectors as the mid-year reporting season approaches, which could drive the A-share market upward [8] Real Estate Sector - The Ministry of Housing and Urban-Rural Development is conducting research to stabilize expectations, activate demand, optimize supply, and mitigate risks in the real estate market, aiming for a rebound [11] - Stocks like Yukaifa and Hefei Urban Construction have shown increases of 10.10% and 10.04% respectively, linked to real estate developments [12] Innovation in Pharmaceuticals - A report from CICC indicates that China's innovative pharmaceuticals are entering a phase of gradual innovation, gaining international competitiveness [13] - Stocks such as Weixin Kang and Lianhuan Pharmaceutical have seen increases of 10.02% and 10.01% respectively, driven by innovations in pharmaceuticals [14] Power Sector - The recent heatwave has led to a surge in electricity demand, with the national peak load reaching 1.465 billion kilowatts, a historical high [33] - Companies like Huayin Electric and Xinzhonggang have reported increases of 10.00% and 10.01% respectively, attributed to performance in the power sector [34]

Market Overview - The market experienced a strong upward trend throughout the day, with the ChiNext Index leading the gains and the Shanghai Composite Index approaching 3500 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.45 trillion, an increase of 245.3 billion compared to the previous trading day [1] Sector Performance - The market saw a diverse range of hot sectors, with over 4200 stocks rising overall [1] - Notable sectors that performed well included computing hardware, photovoltaic concepts, and gaming, while insurance, banking, and electricity sectors faced declines [2] Index Performance - By the end of the trading session, the Shanghai Composite Index rose by 0.7%, the Shenzhen Component Index increased by 1.46%, and the ChiNext Index surged by 2.39% [3]

Core Viewpoint - The solar energy sector has experienced a significant surge, driven by rumors of potential silicon material storage and a broader "anti-involution" trend in the industry [2][8]. Group 1: Market Performance - On July 8, the solar energy sector saw a collective explosion, with stocks like Shihang New Energy hitting a 20% limit up, Daqian Energy rising nearly 16%, and Tongwei Co. also reaching the limit up [2][3]. - Nearly 20 stocks in the solar sector experienced limit up or over 10% gains, indicating strong market enthusiasm [4][5]. - The Hong Kong market also reflected this trend, with the solar sector rising over 5%, and several companies achieving gains of 7% or more [5]. Group 2: Silicon Material Pricing - Multi-crystalline silicon futures continued to rise, with the main contract closing up 4.82%, reaching a two-and-a-half-month high [6]. - According to Mysteel's research, prices for multi-crystalline silicon are expected to be above 40 yuan per kilogram, with some companies halting quotes as they reassess costs [7]. - There are indications that silicon wafer companies are considering price increases, while component manufacturers are also expected to raise prices soon [7]. Group 3: Industry Trends and Expectations - The "anti-involution" concept is gaining traction in the solar industry, with companies collaborating to raise prices to alleviate cost pressures and losses [8][9]. - Analysts suggest that the current market dynamics may lead to a three-phase development of the "anti-involution" trend, starting with policy-driven expectations, followed by resource price increases, and finally sustained high prices [9].

【导读】发生了什么？亚玛顿上演"地天板"，千亿巨头工业富联涨停 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3493.16 | 10568.25 | 1418.10 | | +20.04 +0.58% +132.74 +1.27% +16.17 +1.15% | | | | 科创50 | 创业板指 | 万得全A | | 991.06 | 2178.22 | 5377.90 | | +12.77 +1.31% +48.04 +2.26% +47.03 +0.88% | | | 来看市场上的最新热点—— | | | Wind热门概念指数 | | | | --- | --- | --- | --- | --- | | 光伏玻璃 5.42% | 光伏逆变器 4.82% | 钙钛矿电池 4.34% | 电路板 4.32% | 光伏屋顶 4.29% | | HJT电池 4.14% | 硅能源 4.01% | 光伏 3.95% | 电源设备 3.88% | CRO 3.83% | | 核电 -0.29% | 反关税 -0.35% | 号文件 -0.40% | 冰雪旅游 -0.4 ...

| 日期 | 当日涨跌幅（%） | 换手率（%） | 主力资金净流入（万元） | | --- | --- | --- | --- | | 2025.07.07 | 7.75 | 26.30 | -16348.24 | | 2025.07.04 | 10.01 | 18.31 | 1836.88 | | 2025.07.03 | 10.02 | 1.29 | 2524.60 | | 2025.07.02 | 10.00 | 4.11 | 4602.27 | | 2025.07.01 | -3.41 | 3.70 | 125.32 | | 2025.06.30 | 4.87 | 2.49 | 610.27 | | 2025.06.27 | 1.25 | 1.03 | 100.42 | | 2025.06.26 | -0.78 | 0.90 | -46.81 | | 2025.06.25 | 0.33 | 0.98 | -8.89 | | 2025.06.24 | 2.00 | 1.40 | -181.49 | 亚玛顿再度涨停，5个交易日内录得4个涨停，累计涨幅为57.82%，累计换手率为70.56%。截至11:0 ...

在获得高层关注前，光伏行业已经逐渐凝聚起"反内卷"共识，包括硅料、光伏玻璃等多个环节都在探索 市场化产能出清的路径，业内也亟盼标志性案例出现，引领行业破局"内卷"竞争。 除市场化手段以外，多位受访人士认为，现阶段，政策手段应发挥关键作用。不过，也有企业负责人反 馈，当前产能出清进程仍较为复杂，特别是企业在选择关停产能时涉及不同地方之间的利益平衡，往往 难以抉择。业内也建议，要避免不合理的地方保护行为，防止"边清边增"。 （责任编辑：宋政 HN002） 格隆汇7月8日｜A股市场光伏股集体走强，其中，大全能源涨超15%，亿晶光电、拓日新能、亚玛顿、 通威股份10CM涨停，阳光电源涨近10%，钧达股份涨8%，三超新材、天合光能涨超7%，东方日升、 爱旭股份涨超6%，福莱特、弘元绿能、德业股份、品科能源涨超5%。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 688303 | 大全能源 * | | 15.43 | 587亿 | 13.42 | | 600537 | 区間米甲 t | | 10.06 | 42. ...