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不到2分钟,垂直封板!A股又一赛道,涨停潮
Zheng Quan Shi Bao Wang·2025-06-06 04:29

Group 1: Pest Control Industry - The pest control concept saw significant strength in the morning, with the sector index rising over 3%, reaching a two-year high [2] - Major companies like Su Li Co., Longqing Co., and Guangkang Biochemical experienced notable stock price increases, with Su Li Co. hitting the limit up for the second consecutive day [2] - The National Agricultural Technology Center predicts a resurgence of 23 major pests affecting key crops by 2025, with an expected affected area of 2.518 billion acres, a 6.2% increase from 2024 [4] Group 2: Glyphosate and Agricultural Chemicals - The glyphosate industry is undergoing a supply-demand restructuring, with domestic companies likely to leverage cost advantages [5] - Related sectors such as agricultural chemicals and fertilizers also showed strength, with companies like Shenda Co. and Lier Chemical seeing significant stock price increases [4] Group 3: Precious Metals Market - The precious metals sector, particularly silver, saw a collective surge, with the sector index rising over 2% [6] - Domestic silver futures experienced a significant increase, breaking multiple price thresholds and reaching a historical high [7] - The market's risk aversion, driven by geopolitical uncertainties, has led to increased purchases of gold and silver, with gold prices rising 42% over the past year and silver lagging at 15% [8][9] Group 4: Silver Demand and Supply Dynamics - The silver market is facing a supply-demand gap, with global silver demand projected to reach 36,700 tons against a supply of 31,700 tons in 2024, resulting in a shortfall of 5,000 tons [11] - The photovoltaic industry is a key driver of silver demand, with industrial silver usage exceeding 40%, and the transition to N-type solar cells increasing silver consumption by 40%-100% per unit [11] - Citic Securities anticipates a long-term supply shortage in the silver market, suggesting that the correlation between silver prices and supply-demand dynamics may strengthen in the future [11]