【焦点复盘】北证50四连涨续创历史新高，黄金股、创新药概念全天强势

Market Overview - A total of 55 stocks hit the daily limit, while 19 stocks faced a limit down, resulting in a sealing rate of 74% [1] - The market experienced a slight increase in the three major indices, with the Shanghai Composite Index rising by 0.21%, the Shenzhen Component Index by 0.44%, and the ChiNext Index by 0.83% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.17 trillion yuan, an increase of 37.8 billion yuan compared to the previous trading day [1] Stock Performance - Notable stocks include Liren Lizhuang and Zhengzhong Design, both achieving five consecutive limit ups, while Tianqimo secured four consecutive limit ups [1][3] - Nanjing Port achieved six limit ups in seven days, and Zongyi Co. recorded five limit ups in six days [1][3] - The solid-state battery sector saw significant gains, with stocks like Jinlongyu and Guoxuan High-tech hitting limit ups [5][11] Sector Analysis - The gold sector showed strong performance, with gold prices rising and domestic gold import volumes increasing by 73% month-on-month in April [6] - The innovative drug sector was boosted by a major asset transaction between Sanofi and Pfizer, leading to multiple stocks in this sector hitting limit ups [7][15] - The chemical sector experienced volatility, with companies in this space gaining attention due to price fluctuations in chemical products [18] Trends and Insights - The merger and acquisition (M&A) activity has surged, with approximately 90 major asset restructuring cases disclosed in 2025, a 3.3 times increase compared to the same period last year [4] - The market is witnessing a rotation between high and low consumer sectors, with pet and beauty stocks undergoing adjustments while gold and solid-state battery stocks remain in focus [6][8] - The upcoming ASCO annual meeting is anticipated to be a significant event for the innovative drug sector, with many companies expected to present clinical progress [7]