收评：沪指涨1.15%创阶段新高 固态电池及人形机器人板块领涨

Market Performance - The Shanghai Composite Index closed at 3420.57 points, up 1.15%, with a trading volume of approximately 544.9 billion yuan [2] - The Shenzhen Component Index closed at 10217.63 points, up 1.68%, with a trading volume of approximately 869.7 billion yuan [2] - The ChiNext Index closed at 2064.13 points, up 2.30%, with a trading volume of approximately 441.7 billion yuan [2] - The STAR Market Index closed at 1198.12 points, up 2.07%, with a trading volume of approximately 103.1 billion yuan [2] - The North Star 50 Index closed at 1418.02 points, up 3.65%, with a trading volume of approximately 33.8 billion yuan [2] Sector Performance - The solid-state battery sector and humanoid robot sector led the gains, with significant increases in other sectors such as reducers, PEEK materials, integrated die-casting, tire pressure monitoring, automotive thermal management, composite copper foil, autonomous driving, high-speed charging, liquid cooling servers, power battery recycling, industrial mother machines, and cloud gaming [1] - Conversely, sectors such as oil and gas extraction, combustible ice, and port shipping experienced notable declines [1] Institutional Insights - Market activity is improving as it recovers from external geopolitical conflicts, with a focus on sectors expected to outperform due to upcoming mid-year earnings reports [3] - Key sectors to watch include high-end manufacturing, new energy, and technology that aligns with national strategic directions [3] - The securities industry is experiencing a trend of mergers and acquisitions, with a focus on strong leading brokerages and those enhancing core competitiveness through restructuring [3] Solid-State Battery Developments - Companies like Winbond Technology, Lead Intelligent, and Xingyun Co. have completed core equipment deliveries for solid-state batteries, significantly catalyzing the sector [4] - Investment in solid-state battery equipment ranges from 400 million to 500 million yuan per GWh, which is substantially higher than traditional liquid lithium battery equipment [4] - The push for semi-solid and fully solid production lines by battery manufacturers, along with policy support, is expected to enhance capital expenditure in the solid-state battery materials sector [4]