Sou Hu Cai Jing·2025-11-11 04:25Market Overview - The market experienced fluctuations with the three major indices opening high but closing lower, with the ChiNext index dropping over 1% at one point. The half-day trading volume in the Shanghai and Shenzhen markets was 1.26 trillion yuan, a decrease of 184.6 billion yuan compared to the previous trading day [1] - The photovoltaic sector saw a collective surge, with stocks like GCL-Poly Energy and Topray Solar hitting the daily limit. The lithium battery sector also performed strongly, with Yongtai Technology achieving two daily limits in three days [1][3] - The coal sector faced significant declines, with Antai Group experiencing a sharp drop. Overall, the Shanghai Composite Index fell by 0.38%, the Shenzhen Component Index by 0.52%, and the ChiNext Index by 0.74% [1] Photovoltaic Sector - The photovoltaic sector was a major highlight, with stocks such as Zhonglai Co., GCL-Poly Energy, and Jincheng Co. hitting the daily limit. The sector's performance was bolstered by the recent guidance from the National Development and Reform Commission and the National Energy Administration promoting new energy consumption and regulation [2][26] - The research team from the Chinese Academy of Sciences developed a perovskite solar cell prototype with a conversion efficiency of 27.2%, significantly enhancing operational stability and laying the foundation for industrialization [3] Lithium Battery Sector - The lithium battery sector showed renewed strength, with stocks like Fangyuan Co. and Haike New Energy rising over 10%. The price of lithium hexafluorophosphate surged by 99% from October 1 to November 7, indicating strong demand in the domestic lithium battery production [4][10] - The market for lithium hexafluorophosphate reached 119,000 yuan per ton, a year-on-year increase of 115.38%, reflecting robust demand in the energy storage sector [4] Superhard Materials Sector - The superhard materials sector also saw a strong performance, with stocks like Sifangda and Huanghe Xuanfeng hitting the daily limit. This was supported by recent announcements from the Ministry of Commerce and the General Administration of Customs regarding the suspension of certain regulations affecting superhard materials [5][7][14] Food and Beverage Sector - The food and beverage sector showed some activity, with companies like Sanyuan Co. and Zhejiang Dongri experiencing consecutive daily limits. The core CPI excluding food and energy prices rose by 1.2% year-on-year in October, marking the sixth consecutive month of expansion [11][12] Energy Storage Sector - The energy storage sector was highlighted by the guidance from the National Development and Reform Commission and the National Energy Administration, which emphasized the advancement of new energy storage technologies [2][26]