Venture(US:VEMLY) Xin Lang Cai Jing·2025-06-04 04:15Market Overview - The market continued to rebound in early trading, with the ChiNext Index leading the gains. The total trading volume in the Shanghai and Shenzhen markets reached 727 billion, a decrease of 23.4 billion compared to the previous trading day. Over 3,900 stocks rose in the market [1] - The Shanghai Composite Index rose by 0.43%, the Shenzhen Component Index increased by 0.91%, and the ChiNext Index gained 1.22% [1] Sector Performance - The consumer sector showed strong activity, particularly in food and beverage stocks, with companies like Lehui International hitting the daily limit. Solid-state battery concept stocks also surged, with Longpan Technology reaching the daily limit [1][4] - AI computing power concept stocks rebounded, with Taicheng Technology rising over 10%. The CPO (Co-Packaged Optics) technology from NVIDIA is driving transformation in AI data centers, with the CPO market expected to grow from $46 million in 2024 to $8.1 billion by 2030, representing a compound annual growth rate of 137% [3] Individual Stock Highlights - A total of 49 stocks hit the daily limit in early trading, with a limit-up rate of 34%. Notable performers included Yuyin Co., which achieved five consecutive limit-ups, and several others with three consecutive limit-ups [1] - In the solid-state battery sector, companies like Keheng Co., Nord Co., and Longpan Technology reached their daily limits, indicating strong investor interest [4][8] Emerging Trends - The solid-state battery industry is expected to see significant growth, with projections indicating that shipments could exceed 65 GWh by 2030. The global supply chain is intensifying its focus on solid-state battery technology [8] - The rare earth sector was also active, with Guangsheng Nonferrous Metals hitting the daily limit, reflecting growing demand for rare earth materials in various applications [10] Investment Opportunities - The report from Morgan Stanley highlighted that each humanoid robot requires approximately 0.9 kg of rare earth metals, which could lead to a demand surge for key rare earth minerals worth $800 billion [10] - The consumer sector is expected to benefit from seasonal trends and restaurant catalysts, with brands that have strong foundations and channel advantages likely to outperform in the long term [4]