A股三大股指午后全线走高，光伏概念大爆发

Group 1: Solar Industry Surge - The solar industry chain stocks experienced a collective surge, with many stocks hitting the daily limit up, including companies like Maiwei Co., Jiejia Weichuang, and Aotwei, which saw a 20% increase [1][3] - Longi Green Energy, with a market capitalization exceeding 100 billion, also reached the daily limit up in the afternoon session [1] - The overall market saw over 3,900 stocks in the green, with more than 120 stocks hitting the daily limit up, indicating strong investor sentiment [1] Group 2: Space Solar Power Concept - The development of commercial aerospace and low-orbit satellites has become a focal point in Sino-US competition, leading to rapid growth in supporting energy systems [3] - Traditional fossil fuels face significant storage and supply challenges in space, while nuclear energy has high technical complexity and safety concerns, making solar power a more viable option [5] - SpaceX has confirmed the P-type HJT battery technology as its route for large-scale production of space solar cells, with over 10,000 P-type HJT batteries tested since 2023 [5] Group 3: Precious Metals and Mining Sector - The precious metals sector, particularly gold, saw significant gains, with international gold prices surpassing $4,950 per ounce, reaching a historical high [8][9] - Domestic gold jewelry prices have also surged, with prices exceeding 1,500 yuan per gram [8] - The continuous buying of gold by global central banks is providing strong support for gold prices, with expectations of a price increase between 10% and 35% by 2026 [9] Group 4: Retail Pharmacy Sector - Retail pharmacy stocks collectively rose, with Yifeng Pharmacy hitting the daily limit up, and other companies like Dazhenglin and Renmintongtai increasing by over 6% [11] - A recent policy from the Ministry of Commerce encourages horizontal mergers and acquisitions in the pharmaceutical retail industry, aiming to optimize the business environment and improve supply chain efficiency [13] - Leading companies in the pharmacy sector are expected to benefit from regulatory support and may see improved cash flow and market share during the industry consolidation phase [13]