龙虎榜复盘 | 锂电池板块大幅反弹，机构持续2日保持整体净卖出

Group 1: Institutional Trading Insights - On the institutional trading leaderboard, 34 stocks were listed, with 12 experiencing net buying and 22 facing net selling [1] - The top three stocks with the highest net buying by institutions were: Saiwei Electronics (CNY 441 million), Haike New Source (CNY 133 million), and Leike Defense (CNY 100 million) [1][2] Group 2: Company-Specific Developments - Saiwei Electronics announced that its subsidiary, Sailex Beijing, has successfully passed customer verification for a MEMS-OCS product and has received a purchase order, initiating small-batch trial production of 8-inch wafers [2] - Haike New Source signed a three-year supply agreement with Kunlun New Materials to supply electrolyte solvents from 2026 to 2028 [4] Group 3: Industry Trends - The price of lithium carbonate has surged over 60% in the past six months, driven by supply-demand imbalances and inventory depletion, with the main contract recently surpassing CNY 100,000 per ton, reaching a new high since June 2024 [3] - A recent implementation plan from six departments aims to enhance the adaptability of supply and demand in consumer goods, targeting the formation of three trillion-level consumption sectors and ten hundred-billion-level consumption hotspots by 2027, including areas such as elderly products, smart connected vehicles, and consumer electronics [5]