揭秘涨停 | 电解液龙头,封板资金第一
Zheng Quan Shi Bao·2025-11-13 10:22

Market Overview - The A-share market closed with a total of 106 stocks hitting the daily limit, with 86 stocks hitting the limit after excluding 20 ST stocks, resulting in an overall limit rate of 70.2% [1] Key Stocks and Their Performance - Tianqi Materials had the highest limit order volume, exceeding 5.73 billion yuan, followed by Victory Shares, Huaxia Happiness, and Furi Shares with limit order volumes of 4.51 billion yuan, 4.28 billion yuan, and 2.23 billion yuan respectively [2][3] - ST Zhongdi achieved an 18-day consecutive limit, while Moen Electric had 8 consecutive limits. Other notable stocks include Furi Shares and ST Green Kang with 6 consecutive limits [2] Lithium Battery Sector - Tianqi Materials is focused on solid-state battery materials, currently in the pilot testing phase for sulfide solid electrolytes [2] - Rongjie Shares has established a comprehensive lithium battery materials industry chain, including lithium mining, processing, and battery component production [4] - Cangzhou Mingzhu's separator products are sold to lithium battery manufacturers, highlighting the importance of separators in battery production [5] Photovoltaic Sector - Shangen Electric specializes in photovoltaic inverters and energy storage PCS, with a focus on export products [5] - Tongrun Equipment is committed to the photovoltaic and energy storage sectors, providing high-performance inverters and solutions [6] - Guosheng Technology is engaged in the research and production of high-efficiency heterojunction photovoltaic cells [6] Fluorochemical Sector - Duofluor has a high-purity lithium hexafluorophosphate product that meets the needs of leading domestic and international clients [7] - Shenzhen New Star possesses advanced boron trifluoride technology, showcasing its innovation capabilities [8] - Yongtai Technology has extensive experience in fluorochemical and lithium battery materials, with a strong industry chain and technical advantages [8] Institutional Investment Trends - Institutions have net bought over 3 billion yuan in Haibo Sichuang, with Tianqi Materials, Yingweike, and Duofluor being the top net bought stocks [9][10] - Specific institutional seats have shown significant net buying in Tianqi Materials and Wanrun New Energy, indicating strong interest in these stocks [11]