【A股收评】三大指数调整，光伏、乳业板块逆势崛起！

Market Overview - On November 11, the three major indices collectively adjusted, with the Shanghai Composite Index down 0.39%, the Shenzhen Component Index down 1.03%, the ChiNext Index down 1.4%, and the STAR Market 50 Index down 1.42%. Over 2,600 stocks rose in the two markets, with a total trading volume of approximately 1.99 trillion yuan [2]. Dairy Industry - The dairy sector saw significant gains, with San Yuan (600429.SH) rising by 10%. Other companies like Huangshi Group (002329.SZ), Knight Dairy (920786.BJ), and Bright Dairy (600597.SH) also experienced increases. The current leading dairy stocks are considered undervalued, with healthy inventory levels and strong demand expected due to the upcoming Spring Festival [3]. - The demand is anticipated to be driven by family gatherings and gifting, with supermarkets preparing for increased sales [3]. Photovoltaic Sector - The photovoltaic sector, particularly perovskite solar cells, showed strength, with Zhonglai (300393.SZ) increasing by 20%. Other companies such as GCL-Poly (002506.SZ) and Jinchen Technology (603396.SH) also saw significant gains. A research team from the Chinese Academy of Sciences achieved a breakthrough in perovskite solar cells, achieving a power conversion efficiency of 27.2% [4]. Lithium Battery Sector - The lithium battery sector was active, with companies like Penghui Energy (300438.SZ) rising nearly 8%. The price of lithium hexafluorophosphate has surged, ending a two-year stagnation. Analysts predict that the lithium battery industry will see a recovery in supply-demand balance by 2025, with signs of price increases in some lithium materials [4]. Synthetic Diamond Sector - The synthetic diamond sector performed well, with companies like Sifangda (300179.SZ) increasing by 19.99%. The application of synthetic diamonds is primarily in structural materials, but there is significant potential in functional materials across various fields, including heat dissipation and quantum computing [5]. Declining Sectors - Sectors such as Hainan, AI, and fruit chain concepts saw collective declines, with companies like Cambrian (688256.SH) and ZTE (000063.SH) experiencing notable drops. The securities and automotive sectors also weakened, with Guosheng Securities (002670.SZ) down 4.51% [5].