Zheng Quan Shi Bao·2025-06-27 17:56Market Performance - A-shares experienced significant gains this week, with the Shanghai Composite Index rising 1.91% and remaining above 3400 points for multiple trading days [1] - The Shenzhen Component Index increased by 3.73%, marking the highest weekly gain since February this year [1] - The ChiNext Index surged by 5.69%, representing the largest single-week increase since November last year [1] Company Highlights - Wells Medical (稳健医疗): The company held a conference call on June 24, attracting 194 institutional investors. It reported strong performance during the "618" shopping festival, with key product categories like facial towels and baby wipes ranking first in sales on platforms like Tmall and JD [1] - Cangge Mining (藏格矿业): On June 24, the company announced approval for a lithium-boron mining project in Tibet, with an estimated total investment of 4.54 billion yuan. The project aims to produce 50,000 tons of battery-grade lithium carbonate annually [2] - Jingbeifang (京北方): The company saw a nearly 40% increase in stock price from June 23 to 27. It focuses on stablecoin issuance and has a local delivery team in the Greater Bay Area for digital currency applications [2][3] - AVIC Chengfei (中航成飞): The company received over 60 institutional inquiries, emphasizing the importance of military trade in light of the current international security situation [3] - Huadian Electronics (沪电股份): The company is increasing investments in key processes to improve production capacity by the second half of 2025, driven by demand for AI-driven servers and data storage [4] Industry Trends - The market is currently focused on topics such as stablecoins, military industry, solid-state batteries, servers, and computing power, indicating a diverse range of interests among institutional investors [1] - The stablecoin sector has become a market hotspot, with related companies experiencing significant stock price increases [2]