利好突袭，再掀涨停潮

Market Overview - The A-share market showed a positive trend with the Shanghai Composite Index up by 0.12%, the Shenzhen Component Index up by 0.80%, and the ChiNext Index up by 1.18% as of the midday close [1] - Key sectors that performed well included CPO, base metals, and power equipment, while sectors like catering, tourism, cultural media, and banking experienced fluctuations [1] Base Metals Sector - Base metal concept stocks saw a significant rise, with nickel and cobalt stocks experiencing a rebound, leading to multiple stocks such as Pengxin Resources and Dongyangguang hitting the daily limit [3] - The world's largest nickel mine, PT Weda Bay Nickel, was reported to receive a production quota of 12 million tons for this year, a 71% decrease from the expected 42 million tons in 2025, which exceeded market expectations [4] Electric Equipment Sector - Electric equipment concept stocks surged, with companies like Hancable and Zhongheng Electric also hitting the daily limit [6] - The State Council issued opinions on improving the national unified electricity market system, aiming for completion by 2030 and full establishment by 2035 [7] Company-Specific Developments - Zhizhu Technology's stock price surged by over 33%, reaching 400 HKD per share, following the announcement of a structural adjustment to its GLM Coding Plan pricing, with an overall price increase of over 30% [9][12] - The company cited strong market demand and increased user scale and usage as reasons for the price adjustment, while existing subscribers will not see a price change [11][12] Analyst Insights - ANZ Research noted that improved risk appetite among global investors has driven base metals higher in Asia, with concerns about rising copper inventories in the US boosting market sentiment [5] - Zhongyin Securities highlighted that ongoing reforms in the domestic electricity system and accelerated construction of ultra-high voltage and main networks are expected to sustain high demand for electric equipment [8]