超7亿资金追逐，VC溶剂龙头股大涨

Market Overview - A total of 90 stocks hit the daily limit up in the A-share market, with 71 stocks remaining after excluding 19 ST stocks, resulting in a limit-up rate of 70.31% [1] Top Gainers - The highest limit-up order volume was recorded for Huaxia Happiness with 1,544,600 hands, followed by Yongtai Energy, Victory Shares, and Furui Shares with 1,020,500 hands, 776,000 hands, and 646,000 hands respectively [2] - Furui Shares and *ST Green Kang achieved a 7-day consecutive limit-up, while Sanmu Group had 6 consecutive limit-ups [2] Industry Highlights Lithium Battery - Furui Shares, a leader in the electrolyte VC solvent concept, has a production capacity of 40,000 tons per year for ethylene carbonate and 10,000 tons each for crude and refined vinylene carbonate [3] - Other stocks in the lithium battery sector that hit the limit up include Shida Shenghua, Fengyuan Shares, and Zhongyi Technology, with Shida Shenghua's fluorobenzene products being applicable for lithium battery electrolyte additives [7] Pharmaceutical - Several pharmaceutical stocks, including Renmin Tongtai, Zhongsheng Pharmaceutical, and Jiaying Pharmaceutical, also hit the limit up [4] - Renmin Tongtai is optimizing its operational strategy and enhancing collaboration with upstream suppliers [4] - Zhongsheng Pharmaceutical's antiviral drug has shown strong inhibitory activity against various strains of influenza [4] Natural Gas - Longchun Gas, Guo New Energy, and Shouhua Gas were among the natural gas stocks that hit the limit up [5] - Longchun Gas serves over 1.8 million users and expects a gas supply of 544 million cubic meters in 2024 [5] - Guo New Energy's three gas-fired power plants are projected to reduce losses in 2024 [5][6] Institutional Activity - Four stocks saw net purchases exceeding 100 million yuan, including Hailin Pharmaceutical and Dae Oriental, with net purchases of 279 million yuan, 169 million yuan, 142 million yuan, and 124 million yuan respectively [9] - Among stocks with institutional participation, Time Space Technology and Hailu Heavy Industry led in net purchases [9]