SIASUN(SZ:300024) Chang Sha Wan Bao·2025-07-29 04:20Group 1 - The market experienced a rebound with a total trading volume of 1.74 trillion yuan, a decrease of 45 billion yuan compared to the previous trading day, with over 2,700 stocks rising [1] - Key sectors that performed well included PCB, film and television, CPO, and military equipment, while coal, steel, Hainan Free Trade Zone, and precious metals saw declines [1] - The national childcare subsidy policy was announced, set to begin on January 1, 2025, providing an annual subsidy of 3,600 yuan per child for those under three years old [1] Group 2 - According to China International Capital Corporation, coal supply is expected to be released more rationally in the second half of the year, with potential price rebounds aiding industry profitability recovery [2] - Long-term profitability in the coal industry is crucial, with expectations for future coal prices to rise alongside marginal cost increases, benefiting companies with superior resource endowments and low costs [2] Group 3 - Solid-state battery technology is gaining momentum, with several companies announcing production timelines, including Honeycomb Energy's plan to produce its first generation of semi-solid batteries by Q4 2025 [3] - Chang'an Automobile is investing in solid-state battery R&D, aiming for vehicle validation by 2026 and gradual mass production by 2027, targeting an energy density of 400 Wh/kg [3] - The solid-state battery technology is at an industrialization turning point, with a projected market size of 63.6 billion yuan for lithium battery equipment by 2030 [3]