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PEEK材料概念股强势爆发,算力、电源设备紧随其后,贵金属陷入调整
ZXFCZXFC(SZ:002915) Ge Long Hui·2025-08-11 18:39

Market Performance - The Shanghai Composite Index rose by 0.51%, the Shenzhen Component Index increased by 1.48%, and the ChiNext Index climbed by 1.99% by midday, with over 4,200 stocks in total rising and a combined trading volume of 1.14 trillion yuan [1][3] Sector Highlights - PEEK material concept stocks experienced a significant increase, rising by 5.35% at midday, with Zhongxin Fluorine Material achieving four consecutive trading limits and Super Shares hitting a 20% limit up, while several other stocks like Xinhan New Materials and Huami New Materials also reached their daily limits or increased by over 10% [3] - Computing hardware stocks showed strong fluctuations, with Shenghong Technology reaching a historical high [3] - Local stocks in Xinjiang maintained strength, with multiple stocks including Xinjiang Communications Construction hitting their daily limits [3] - Energy metals, power equipment, lithium mines, CPO, and PCB sectors saw notable gains [3] - Precious metals opened lower and fell into adjustment, with a decline of 2.49% at midday, including declines of 4.44% for Chifeng Gold, 3.86% for Western Gold, and 3.62% for Shandong Gold [3] - Other sectors such as banking, railways, highways, genetically modified organisms, electricity, gold, and oil and gas followed closely behind in performance [3] News Impact - Goldman Sachs projected that the sales volume of 800G optical modules will reach 19.9 million units in 2025 and 33.5 million units in 2026 [3] - The intermediate price of battery-grade lithium carbonate reported at 78,000 yuan per ton, an increase of 8,000 yuan from the previous trading day [3] - The Taiyuan Satellite Launch Center successfully launched the Geely Constellation 04 group of satellites using the Kuaizhou-1A rocket in the sea area near Rizhao, Shandong [3]