Market Overview - The market experienced a rebound with the ChiNext Index rising over 1% and significant strength in the consumer sector, particularly in gold jewelry, beauty care, and food and beverage, with several stocks hitting the daily limit [1] - The total trading volume reached 1.18 trillion [1] Key Sectors Computing Power - The computing power sector saw a strong rebound, with stocks like Kangsheng Co., Derun Electronics, and Zhongdian Xindong hitting the daily limit [4] - Nvidia's stock rose nearly 3% to $141.22, reclaiming its position as the world's most valuable publicly traded company, while CoreWeave's stock surged over 25% to a record high of $150.48, with a market cap exceeding $72 billion (approximately 510 billion RMB) [4] - The computing power leasing industry is entering a high-quality development phase, shifting focus from price competition to multi-dimensional capability competition, with a potential market size of 260 billion RMB by 2026 [6] Solid-State Batteries - The solid-state battery sector became active again, with stocks like Baihehua and Keheng Co. hitting the daily limit [7] - Upcoming conferences related to solid-state batteries are scheduled, indicating a growing interest in the sector [7] - The demand for solid-state electrolytes is expected to reach 210 billion RMB by 2030, driven by the increasing need for solid-state batteries [9] Consumer Sector - The consumer sector remained active, with notable gains in gold jewelry and beer segments, as stocks like Laishen Tongling and Lehui International hit the daily limit [10] - The domestic ancient gold market is projected to reach 421.4 billion RMB by 2028, with a compound annual growth rate of 21.8% [11] - The beer and beverage sector is expected to see increased investment opportunities as it enters the peak season, with favorable conditions for sales [12]

Group 1: Market Performance - Major indices experienced a rebound on June 4, with the Shanghai Composite Index rising by 0.42%, the Shenzhen Component Index by 0.87%, and the ChiNext Index by 1.11% [2] - Over 3,700 stocks in the Shanghai and Shenzhen markets saw gains, with a total trading volume of approximately 1.15 trillion yuan [2] Group 2: Beauty and Personal Care Sector - The beauty and personal care sector showed strong performance, with companies like Haoyue Care rising by 10% and Jinbo Biological by 7.36% [2] - A report from China Merchants Securities indicated that the cosmetics sector will continue to see performance differentiation in 2024 and Q1 2025, with leading domestic brands benefiting from competitive pricing and differentiated products [2] Group 3: AI and CPO Technology - Companies involved in AI and CPO technology saw significant gains, with Taicheng Light rising by 14.88% and Xinyi Sheng by over 7% [2][3] - Yole's report predicts that the CPO market will grow from $46 million in 2024 to $8.1 billion by 2030, with a compound annual growth rate of 137% [3] Group 4: Beer Industry - The beer sector also showed strength, with companies like Pinwo Food rising by 12.84% and Huichuan Beer by over 7% [3] - Analysts noted that the beer industry is in the late stage of capital expenditure, with potential for increased dividend payouts from state-owned enterprises [3] Group 5: Battery and Solid-State Battery Sector - The battery and solid-state battery sectors were active, with Keheng Co. rising by 20% and Nord Co. by 10% [4] - Solid-state batteries are expected to start vehicle verification by 2027 and achieve mass production by 2030, with projected shipments exceeding 65 GWh by that year [4] Group 6: Declining Sectors - The logistics and airport shipping sectors faced declines, with companies like China Eastern Airlines and Shentong Express experiencing downturns [5]

| | 泽 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 600491 | 龙元建 | 3.92 | 1.99 | 3.84 | 3.98 | 3.62 | | | 设 | | | | | | | 000632 | 三木集 | 3.84 | 13.04 | 3.66 | 3.79 | 3.54 | | | 团 | | | | | | | 301136 | 招标股 | 6.71 | 7.20 | 11.84 | 12.25 | 3.45 | | | 份 | | | | | | | 300014 | 亿纬锂 | 3.53 | 1.09 | 45.05 | 46.60 | 3.43 | | | 能 | | | | | | | 600807 | 济高发 | 3.57 | 3.51 | 3.09 | 3.19 | 3.32 | | | 展 | | | | | | | 000546 | 金圆股 | 10.1 1 | 8.32 | 4.74 | 4.90 | 3.29 | | | 份 | | | | | | | 300125 | *ST聆达 | 3.38 ...

Core Viewpoint - The solid-state battery sector in A-shares experienced a surge in stock prices due to favorable policy catalysts, with multiple companies hitting the daily limit up [1][2]. Policy Catalysts - A joint notification was issued by several government departments, including the Ministry of Industry and Information Technology, to promote the 2025 New Energy Vehicle initiative in rural areas, which is expected to boost sales of new energy vehicles and create demand for batteries [3]. - The new national standard for electric vehicle batteries, effective from July 1, 2026, introduces stricter safety requirements, enhancing the regulatory framework for the battery industry [3]. - The China Society of Automotive Engineers has released a group standard for solid-state batteries, clarifying industry definitions and testing methods, which supports technological upgrades and industrial applications [4]. Industry Progress - Solid-state batteries, which use solid electrolytes instead of liquid ones, offer advantages such as higher energy density, improved stability, faster charging, and enhanced safety, making them suitable for electric vehicles and large-scale energy storage [5]. - Several battery manufacturers have disclosed their progress in mass production, with companies like CATL and BYD planning to launch solid-state batteries in the coming years [7]. Market Outlook - The solid-state battery industry is expected to benefit from a combination of market demand, policy support, and technological upgrades, leading to a significant transformation in the traditional battery sector [8]. - The industry is entering a critical phase of commercialization, driven by advancements in technology and increasing market needs [7][8].

Group 1 - The liquidity of the rare earth ETF fund shows a turnover of 2.48% with a transaction volume of 45.44 million yuan, ranking first among comparable funds over the past year [3] - The rare earth ETF fund has seen a significant scale increase of 29.37 million yuan in the past week, also ranking first among comparable funds [3] - The fund's share increased by 4 million shares in the past week, marking a significant growth and leading among comparable funds [3] - Over the past nine trading days, the rare earth ETF fund has attracted a total of 17.00 million yuan in inflows [3] - The latest price-to-earnings ratio (PE-TTM) of the index tracked by the rare earth ETF fund is 29.14, which is at a historical low, being in the bottom 11.02% of the past year [3] Group 2 - According to a report from Morgan Stanley, each humanoid robot requires approximately 0.9 kg of rare earth metals, indicating a potential demand for rare earth minerals worth 800 billion dollars due to the humanoid robot revolution [3] - Minmetals Securities predicts a significant year-on-year revenue increase and a substantial turnaround in net profit for the rare earth magnetic materials industry in Q1 2025, driven by improved supply-demand dynamics [4] - The supply of rare earth mining and separation quotas is expected to slow down significantly in 2024, while demand from downstream sectors like energy and robotics remains strong [4] - The top ten weighted stocks in the CSI Rare Earth Industry Index account for 57.28% of the index, including companies like Northern Rare Earth and China Rare Earth [4] - Investors can also access rare earth investment opportunities through the rare earth ETF linked fund (011036) [4]

Market Overview - A-shares showed positive performance with the Shanghai Composite Index up by 0.43% to 3376.58, Shenzhen Component Index up by 0.91% to 10148.98, and ChiNext Index up by 1.22% to 2027.16 [2][4] - The total trading volume in the market was 742.5 billion yuan, slightly lower than the previous day [4] Sector Performance - The communication, non-ferrous metals, and textile sectors experienced gains, while sectors like aviation transport and smart logistics struggled [4] - The rare earth permanent magnet concept stocks were notably active, with Kexin Co., Ltd. hitting the 20% daily limit up [10][12] Notable Stocks - Kexin Co., Ltd. rose by 20.02% to 11.75 yuan, while Guangsheng Nonferrous gained 10.00% to 52.03 yuan [11] - In the beverage sector, Xiangpiaopiao reached the daily limit up, and Pinwo Foods surged over 13% [14][15] - The tourism sector saw Emei Mountain A stock hitting the daily limit up, with Changbai Mountain and Dalian Shengya also showing significant gains [16][17] Financial Sector - The financial sector showed strength, with Nanhua Futures gaining 9.99% to 15.74 yuan and Everbright Securities up by 8.33% to 18.20 yuan [19][20]

Core Viewpoint - The A-share market showed overall strength on June 4, with the rare earth permanent magnet concept leading the gains [1][5][6]. A-share Market Performance - The A-share market experienced a significant rise, with the Shanghai Composite Index up by 0.43%, the Shenzhen Component Index up by 0.91%, and the ChiNext Index up by 1.22% at midday [5]. - Nearly 4,000 stocks in the market saw an increase [5]. - Key sectors such as comprehensive, communication, non-ferrous metals, and social services all recorded gains exceeding 1% [6]. Rare Earth Permanent Magnet Sector - The rare earth permanent magnet sector was notably strong, with companies like Keheng Co. hitting the daily limit with a 20.02% increase, and Jiuling Technology seeing a peak increase of over 11% [6][7]. - Other companies in this sector, such as Guangsheng Nonferrous and Zhongke Magnetic, also experienced significant gains [6]. Hong Kong Market Performance - The Hong Kong market also showed strength, with the Hang Seng Index constituents like CSPC Pharmaceutical Group and China Biologic Products leading with gains exceeding 5% [2][14]. - China General Nuclear Power Corporation saw a dramatic rise, with its stock price increasing by over 30% during trading [3][15]. Market Volatility and Stock Movements - Several stocks in the A-share market experienced consecutive trading halts, indicating high volatility [9]. - Companies like Gongchuang Turf and Zhongheng Design reported significant price fluctuations, with Gongchuang Turf's stock price deviating by 20% over two consecutive trading days [10][11]. International Context - Concerns were raised regarding China's rare earth exports potentially causing shortages in the automotive industry in Europe, the U.S., and India, prompting questions about possible export policy adjustments [8].

Market Overview - The Shanghai Composite Index closed at 3376.58 points, above the five-day moving average, with an increase of 0.43% [1] - The total trading volume of A-shares reached 742.505 billion yuan [1] Stocks Performance - A total of 1307 A-shares have surpassed the five-day moving average today [1] - Notable stocks with significant deviation rates include: - Keheng Co., Ltd. (300340) with a deviation rate of 14.75% and a daily increase of 20.02% [1] - Taicheng Light (300570) with a deviation rate of 10.38% and a daily increase of 14.14% [1] - Pinwo Food (300892) with a deviation rate of 9.59% and a daily increase of 13.08% [1] Additional Stocks with Deviation Rates - Other stocks with notable performance include: - Kunlun Technology (831152) with a deviation rate of 9.36% and a daily increase of 13.26% [1] - Fengfan Co., Ltd. (601700) with a deviation rate of 7.43% and a daily increase of 9.91% [1] - Chuan Yi Technology (002866) with a deviation rate of 7.38% and a daily increase of 9.98% [1]

Market Overview - The three major A-share indices rose collectively in the morning session, with the Shanghai Composite Index up 0.43%, the Shenzhen Component Index up 0.91%, the ChiNext Index up 1.22%, and the North Star 50 Index up 1.16% [1] - The total market turnover for the half-day was 742.5 billion yuan, a decrease of 21.4 billion yuan compared to the previous day, with nearly 4,000 stocks rising [1] Sector Performance - Leading sectors included copper cable high-speed connections, solid-state batteries, consumer goods, and delisting stocks, while airport shipping and logistics sectors saw declines [2] - The consumer goods sector was notably active, with stocks such as Jinling Sports, Lehui International, and others hitting the daily limit [2] - Solid-state battery stocks also performed well, with companies like Keheng Co. and Longpan Technology reaching the daily limit [2] - AI hardware concepts rebounded, with stocks like Huamai Technology and Derun Electronics hitting the daily limit [2] - The logistics sector experienced declines, with companies like Baoshui Technology and Xinning Logistics among the biggest losers [2] Hot Stocks and Trends - The strongest sectors included new energy vehicles, e-commerce, and the Guangdong-Hong Kong-Macao Greater Bay Area, with multiple stocks hitting the daily limit [4] - In the new energy vehicle sector, nine stocks reached the daily limit, with three stocks achieving consecutive limit-ups [4] - The e-commerce sector also saw nine stocks hitting the daily limit, with two stocks achieving consecutive limit-ups [4] - The Greater Bay Area sector had eight stocks hitting the daily limit, with two stocks achieving consecutive limit-ups [4] Specific Stock Movements - Stocks with significant movements included Hainan Haiyao, Zhongheng Design, and Yongyue Technology, which achieved three consecutive limit-ups [3] - Other notable stocks with two consecutive limit-ups included Jiu Zhi Tang, Cuihua Jewelry, and Jinling Sports [3] News Impacting Specific Sectors - The drone sector is gaining attention following the UK's commitment to provide 100,000 drones to Ukraine by April 2026, significantly increasing the scale of support [5] - The football concept is also gaining traction, with the "Super League" matches attracting significant viewership and attendance [5] - Nvidia regained its position as the world's most valuable publicly traded company, with its stock rising approximately 3% on Tuesday and a cumulative increase of nearly 24% over the past month [7]

Group 1 - The solid-state battery concept stocks experienced a significant surge, with Kexin Co., Ltd. hitting a 20% limit up [1] - Leading companies such as Lepa Technology and Guanghua Technology also saw substantial gains, with Lepa Technology rising over 10% and Guanghua Technology reaching a limit up [1] - Other companies in the sector, including Lingge Technology, Xianhui Technology, Shengyang Co., Ltd., and Longpan Technology, reported increases of over 5% [1]