Group 1: Stock Market Activity - 27 stocks were listed on the institutional trading leaderboard, with 16 showing net buying and 11 showing net selling [1] - The top three stocks with the highest net buying by institutions were: Daqian Ecology (106 million), Yipinhong (96.96 million), and Shutaishen (64.95 million) [1] Group 2: Solid-State Battery Industry - Guoxuan High-Tech announced the establishment of a 0.2 GWh pilot line for all-solid-state batteries and introduced six new products, including the G-variant solid-state battery, which has been tested by over four clients [3] - According to EVtank, global solid-state battery shipments are projected to reach 5.3 GWh in 2024, with significant growth expected by 2030, reaching approximately 614 GWh, of which nearly 30% will be all-solid-state batteries [4] - Dongwu Securities estimates that the demand for solid electrolytes will reach 210,000 tons, corresponding to a market space exceeding 21 billion, with lithium sulfide and lithium metal also showing substantial market potential [4] Group 3: Pharmaceutical Industry - Haichen Pharmaceutical's product, Ganciclovir Sodium, is used for treating various viral infections, including cytomegalovirus retinitis [5] - Sanofi's main product, Yisaipu, is the first fully human antibody drug approved in China, and the company has entered a licensing agreement with Pfizer for a bispecific antibody product [5] - The domestic innovative drug industry is expected to see a turning point by 2025, shifting from capital-driven to profit-driven growth, with new technology platforms driving the development of domestic innovative drugs [5]
龙虎榜复盘 | 固态电池卷土重来,医药股持续走强
Xuan Gu Bao·2025-05-21 10:43