A股盘中为何跳水？沪指八连阳，工信部、发改委重磅发布

Market Overview - A-shares experienced significant volatility today, with the ChiNext index dropping from a nearly 1% gain to over a 0.4% loss, resulting in a fluctuation of more than 1% [1] - The market's trading volume surged to 2.18 trillion yuan, marking the highest level since November, despite the absence of northbound capital [1] - The Shanghai Composite Index has achieved an eight-day winning streak, indicating strong market momentum [1] Factors Influencing Market Movement - The recent drop in A-shares is attributed to profit-taking pressure after consecutive gains over the past two weeks, alongside speculative concerns regarding the RMB exchange rate and the A500 ETF [1] - The appreciation of the RMB, which briefly surpassed the 7 mark against the dollar, is seen as potentially detrimental to exports, raising concerns about a one-sided appreciation expectation [1] - The A500 ETF has seen significant capital inflows, contributing to the recent strength in A-shares, although the sustainability of this inflow remains uncertain [1] Lithium Battery Sector Developments - Tianqi Lithium announced a change in pricing standards for lithium carbonate, moving away from a third-party pricing agency to reference prices from Mysteel or the main contract of lithium carbonate futures [3] - Hunan Youneng and Wanrun New Energy both announced production cuts for maintenance, reflecting a correction in the industry's pricing mechanism and indicating strong demand [5] - The lithium battery sector saw a strong rebound today, with stocks like Haike New Energy and Tianji Co. hitting the daily limit [5] Price Adjustments in Related Industries - Jiantao Group issued a price increase notice due to soaring copper prices and tight supply of glass cloth, raising all material prices by 10%, marking the second price hike this month [6] - This news positively impacted the A-share CCL sector, with companies like Shengyi Technology and Jin'an Guoji seeing stock increases of over 5% [6] Regulatory and Policy Updates - The State Administration for Market Regulation is conducting compliance guidance on price competition in the photovoltaic industry [9] - The National Development and Reform Commission plans to increase investment in early-stage projects in sectors such as integrated circuits, artificial intelligence, aerospace, and low-altitude economy [13] - The National Industrial and Information Technology Work Conference emphasized the promotion of "AI + manufacturing" initiatives and the development of intelligent manufacturing systems [11]