Venture(US:VEMLY) Sou Hu Cai Jing·2025-12-26 04:32Market Overview - The market experienced a pullback after an initial rise, with major indices turning negative during the session. The Shanghai and Shenzhen markets saw a total trading volume of 1.45 trillion yuan, an increase of 251.3 billion yuan compared to the previous trading day. Over 3,900 stocks declined across the market [1] - The Shanghai Composite Index fell by 0.19%, while the Shenzhen Component Index rose by 0.17%, and the ChiNext Index decreased by 0.15% [1] Lithium Battery Sector - The lithium battery industry chain showed strong performance, with stocks like Tianji Co. rising for three consecutive days, and several companies including Hongyuan Pharmaceutical and Yongxing Materials hitting the daily limit [1] - Key companies in the lithium sector include: - Yunyu Pharmaceutical, which saw a 20% increase, becoming a major supplier of lithium hexafluorophosphate with an annual production capacity of 1,000 tons [2] - Haike New Source, a leading global supplier of lithium-ion battery electrolyte solvents, which rose by 18.55% [2] - Other notable performers include Huasheng Lithium and Fangyuan Micro-Permeable, with increases of 12.67% and 13.14% respectively [2] Commercial Aerospace - The commercial aerospace sector remained active, with Shenjian Co. achieving a seven-day consecutive rise, and Jiu Ding New Materials rising for four consecutive days following a successful satellite launch [1][12] Photovoltaic Sector - The photovoltaic sector saw a partial rebound, with companies like Xiexin Integration and Yijing Photovoltaic hitting the daily limit. The sector was buoyed by a recent price increase in silicon wafers, with average increases reaching 12% [6][16] - Key companies include: - Xiexin Integration, which aims to become a leading green energy system integrator [7] - Junda Co., which specializes in photovoltaic cells and also saw a significant rise [17] Hainan Free Trade Zone - Stocks related to the Hainan Free Trade Zone were notably active, with Hainan Mining and Hainan Development hitting the daily limit. The recent launch of the Hainan Free Trade Port has led to a surge in duty-free shopping, with sales reaching 1.1 billion yuan in just one week [4][19] - The Hainan Free Trade Zone's impact is reflected in the performance of companies like Hainan Development, which rose by 10.01% [20] Nonferrous Metals Sector - The nonferrous metals sector showed strength, with companies like Guocheng Mining and Shenzhen New Star hitting the daily limit. The sector is benefiting from rising prices in copper and silver, driven by supply-demand imbalances and strong demand from the AI and renewable energy sectors [8][10] - Notable performers include: - Beikang Testing, which rose by 19.77% [9] - Guocheng Mining, which announced plans to acquire a significant stake in Guocheng Industrial [9] Summary - Overall, the market displayed mixed performance with notable strength in the lithium battery, commercial aerospace, photovoltaic, and nonferrous metals sectors, while the Hainan Free Trade Zone continues to show positive momentum due to recent policy changes and increased consumer activity [1][4][10]