沪指创10年新高!脑机接口、固态电池,持续爆发
Xin Lang Cai Jing·2026-01-06 02:13

Market Performance - The Shanghai Composite Index reached a new high since July 2015, with a peak of 4048.90, reflecting a 0.63% increase [1][6][7] - The trading volume was significant, with a total turnover of 237 billion, and 1516 stocks rising while 712 fell [2][7] Solid-State Battery Sector - The solid-state battery concept saw a surge, with stocks like Puli Tech and Jinlongyu hitting the daily limit, and companies such as Aotewi and Dao's Technology rising over 10% [2][3][8] - Donut Lab announced the launch of the world's first commercially viable solid-state battery at the CES 2026, emphasizing its readiness for production [3][8] - CICC predicts that solid-state batteries will achieve technical stabilization and small-scale production by 2027, with commercial production expected by 2030, and demand potentially exceeding 150 GWh [4][9] Investment Recommendations - Investment direction suggests focusing on equipment manufacturers capable of complete line delivery and those benefiting from process marginal changes as the solid-state battery industry approaches commercialization [4][9] - The brain-computer interface sector continues to show strength, with companies like Sanbo Neuroscience experiencing consecutive gains [4][10]

沪指创10年新高!脑机接口、固态电池,持续爆发 - Reportify