Group 1: Liquidity and Performance of Rare Earth ETF - The liquidity of the Rare Earth ETF managed by Jiashi has a turnover rate of 2.74%, with a transaction volume of 66.81 million yuan [2] - Over the past week, the average daily transaction volume of the Rare Earth ETF reached 122 million yuan, ranking first among comparable funds [2] - In the last two weeks, the Rare Earth ETF's scale increased by 568 million yuan, achieving significant growth and ranking first in new scale among comparable funds [2] - The ETF's shares increased by 39.5 million in the past week, indicating substantial growth [2] - In the last five trading days, there were net inflows on three days, totaling 115 million yuan [2] - As of June 18, the net value of the Rare Earth ETF has risen by 30.55% over the past year, ranking 376 out of 2857 in the index stock fund category, placing it in the top 13.16% [2] - Since its inception, the ETF has recorded a highest monthly return of 41.25%, with the longest consecutive monthly gains being four months and a maximum cumulative increase of 83.89% [2] Group 2: Key Holdings and Market Dynamics - As of May 30, the top ten weighted stocks in the China Rare Earth Industry Index account for 57.28% of the index, including Northern Rare Earth, China Rare Earth, Wolong Electric Drive, and others [2] - The Ministry of Commerce announced on June 19 that it will expedite the review of rare earth export license applications, emphasizing the importance of maintaining global supply chain stability [4] - Recent reports suggest that domestic export licenses are being gradually issued, and rising prices abroad are expected to be transmitted to the domestic market [5] - The domestic rare earth prices are currently at a cyclical low, with expectations for a continued upward adjustment in price levels [5] - Investors can consider the Rare Earth ETF Jiashi linked fund (011036) to capitalize on investment opportunities in the rare earth sector [5]

Market Overview - The market experienced fluctuations with the ChiNext Index leading the decline. Oil and gas stocks surged, with companies like Shandong Molong and Jun Oil reaching their daily limit up. Conversely, the innovative drug sector saw declines, with Changshan Pharmaceutical hitting the daily limit down. Overall, more than 4,600 stocks in the Shanghai and Shenzhen markets were in the red, with a total trading volume of 1.28 trillion [1]. Hot Topics Oil Service Sector - The oil service sector remained active, with Jun Oil and Shandong Molong achieving five consecutive limit ups. On June 19, crude oil futures continued to rise, reaching the highest level since April [4]. - The geopolitical risk of Iran closing the Strait of Hormuz persists, with approximately 11% of global maritime trade passing through this strait, including 34% of maritime oil exports. This situation could lead to a significant impact on global oil trade, suggesting that oil prices may rise amid geopolitical uncertainties [5]. Short Drama Sector - The short drama sector saw a strong performance in the afternoon, with companies like Zhangyue Technology and Ciweng Media hitting their daily limit up. Tencent launched a new mini-program named "Short Drama" following the earlier release of "Mars Viewing Drama" [6]. - According to CITIC Securities, over 80% of the top 50 overseas short drama applications are developed by Chinese companies, indicating a robust international market presence for China's short drama industry [7]. Solid-State Battery Sector - The solid-state battery sector was active again, with companies like Nord and Xiangtan Electrochemical reaching their daily limit up. Upcoming forums and conferences focused on solid-state battery technology are expected to catalyze advancements in the industry [9]. - Dongxing Securities predicts that the solid-state battery sector will see simultaneous revenue and profit growth by 2025, driven by new demand and technological advancements [10]. Other Active Sectors - Other sectors showing activity include blockchain, military industry, and robotics, while sectors like nuclear fusion, rare earth magnets, and innovative drugs faced significant declines [11].

Core Viewpoint - The rare earth industry is experiencing fluctuations, with the China Rare Earth Industry Index down by 1.59% as of June 19, 2025, while specific stocks show mixed performance, indicating a volatile market environment [1][3]. Industry Summary - The rare earth sector is crucial for various industries, including electric vehicles and wind power, with China producing nearly 70% of the world's rare earth materials as of 2024, highlighting its significant role in the global supply chain [5][6]. - The overall attention on the rare earth sector is expected to increase due to its pricing power and extensive downstream applications, alongside policy catalysts that may lead to a revaluation of the sector [6]. Company Summary - The rare earth ETF managed by Harvest (516150) has shown a trading volume of 2.75% and a transaction value of 67.89 million yuan, ranking first among comparable funds in terms of average daily trading volume over the past week [3]. - The Harvest rare earth ETF has seen a net inflow of 9.1964 million yuan recently, with a total of 26.9 million yuan in net inflows over the past five trading days, indicating strong investor interest [3]. - As of June 18, 2025, the Harvest rare earth ETF's net asset value has increased by 30.55% over the past year, placing it in the top 13.16% among equity index funds [3].

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]

机构指出，固态电池潜在催化不断，固态电池2030年全球市场规模超两千亿，国内有望在2027年进入快 速增长期，重视产业链主题投资机会。 6月19日，固态电池板块短线拉升，截至发稿，海科新源20%涨停，科恒股份涨超12%，湘潭电化、丰 元股份等涨停，宁新新材、金银河、江特电机、曼恩斯特等跟涨。 | 代码 名称 | | 涨幅量 | 现价 | | --- | --- | --- | --- | | 301292 海科新浪 | | 20.02% | 19.60 | | 300340 | 科恒股份 | 12.05% | 17.85 | | 839719 | 宁新新材 | 10.55% | 21.49 | | 600110 | 诺德股份 | 10.12% | 4.68 | | 002125 | 湘潭电化 | 10.05% | 11.17 | | 002805 | 丰元股份 | 10.03% | 13.05 | | 002240 | 盛新锂能 | +9.98% | 12.34 | | 301152 天力锂能 | | +8.82% | 26.78 | | 300373 | 扬杰科技 | +7.17% | 51.87 | | ...

Group 1 - The solid-state battery concept continues to show strong performance, with Xiangtan Electric and Fengyuan Co., Ltd. both hitting the daily limit up [1] - Other companies such as Haike New Energy, Nord Co., Ltd., Huasheng Lithium Battery, and Fangyuan Co., Ltd. also experienced gains [1] - The Fifth China International Solid-State Battery Technology Conference and the 2025 Advanced Battery Materials and Intelligent Equipment Technology Exhibition is scheduled to take place on June 19-20, 2025 [1]

北京德和衡律师事务所 BEIJING DHH LAW FIRM 北京德和衡律师事务所 关于山东丰元化学股份有限公司 2025年第一次临时股东大会的 法律意见书 德和衡证见意见（2025）第141号 中国·北京市朝阳区建国门外大街 2 号银泰中心 C 座 11、12 层 电话： (+86 10) 8540 7666 邮编：100022 www.deheheng.com 北京德和衡律师事务所 关于山东丰元化学股份有限公司 2025年第一次临时股东大会的 法律意见书 德和衡证见意见（2025）第141号 致：山东丰元化学股份有限公司 北京德和衡律师事务所（以下简称"本所"）接受山东丰元化学股份有限公司（以下简称 "公司"或"贵公司"）的委托，指派本所律师出席贵公司 2025 年第一次临时股东大会。本 所律师依据《中华人民共和国公司法》（以下简称"《公司法》"）、《中华人民共和国证券 法》（以下简称"《证券法》"）、《上市公司股东会规则》（以下简称"《股东会规则》"）、 《山东丰元化学股份有限公司章程》（以下简称"《公司章程》"）及相关法律法规以及规范 性文件的规定，就本次股东大会的有关事宜出具本法律意见书。 本法律 ...

证券代码：002805 证券简称：丰元股份 公告编号：2025-029 山东丰元化学股份有限公司 2025 年第一次临时股东大会决议公告 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。 特别提示： 1、2025 年 5 月 17 日，山东丰元化学股份有限公司（以下简称"公司"） 在指定信息披露媒体《证券时报》《中国证券报》《上海证券报》《证券日报》 及巨潮资讯网（http://www.cninfo.com.cn）披露了《关于召开公司 2025 年第 一次临时股东大会的通知》（公告编号：2025-027）。 2、本次股东大会召开期间无增加、否决或变更议案的情况。 3、本次股东大会不涉及变更以往股东大会已通过的决议。 一、会议召开和出席情况 1、召开时间： 公司股东应选择现场投票、网络投票中一种方式，如果同一表决权出现重复 投票表决的，以第一次投票表决结果为准。 4、会议召集人：公司第六届董事会。 5、会议主持人：董事长赵晓萌女士。 6、本次会议的召集、召开和表决程序符合《公司法》等法律法规、规范性 文件及《公司章程》的有关规定。北京德和衡律师事务所指派律师出席本 ...

Group 1: Company Performance and Strategy - The company is focusing on the opportunities in the new energy sector, particularly in lithium battery cathode materials, to enhance operational efficiency and profitability [2] - Current production capacity includes 225,000 tons of lithium iron phosphate, with an additional 75,000 tons under construction, aiming for a total capacity of 300,000 tons by the end of 2025 [2][3] - The company plans to adjust production capacity based on industry trends and customer demand [3] Group 2: Research and Development - The company has a strategic layout for solid-state battery cathode materials and has invested in solid-state battery enterprises [3] - Ongoing development of new products is in progress, with samples currently being validated by customers [3] Group 3: Market Outlook - The electric vehicle market is expanding, and the energy storage market is also showing growth, providing significant development space for the lithium battery cathode materials industry [3] - The company is committed to high-quality development in the lithium battery cathode materials sector, seizing the historical opportunities presented by the booming new energy industry [3] Group 4: Investor Communication - The company ensured compliance with information disclosure regulations during the investor communication, with no significant undisclosed information leaked [3]

北京德和衡律师事务所 BEIJING DHH LAW FIRM 北京德和衡律师事务所 关于山东丰元化学股份有限公司 2024年年度股东大会的 法律意见书 德和衡证见意见（2025）第126号 0 中国·北京市朝阳区建国门外大街 2 号银泰中心 C 座 11、12 层 电话： (+86 10) 8540 7666 邮编：100022 www.deheheng.com 北京德和衡律师事务所 关于山东丰元化学股份有限公司 2024年年度股东大会的 法律意见书 德和衡证见意见（2025）第126号 1 中国·北京市朝阳区建国门外大街 2 号银泰中心 C 座 11、12 层 电话： (+86 10) 8540 7666 邮编：100022 www.deheheng.com 本次股东大会由公司董事会根据第六届董事会第十三次会议决议召集，公司董事会于 2025 年 4 月 29 日以公告形式在公司选定的信息披露媒体上发布了召开本次股东大会的通知。 会议通知载明了本次股东大会的会议召开时间、召开地点、召集人、会议审议的事项及会议采 用现场投票和网络投票相结合的方式，说明了股东有权出席会议，并可委托代理人出席和行使 表决权及有 ...