Core Viewpoint - The article discusses the recent performance of the Beijing Stock Exchange (北交所) and highlights upcoming events that may serve as catalysts for investment opportunities in various sectors, particularly in solid-state batteries, hydrogen energy, and technology. Group 1: Market Performance - In May, the Beijing Stock Exchange experienced a surge followed by a pullback, with the 北证50 index rising over 10% to reach a new high of 1500 points, outperforming the Shanghai and Shenzhen markets [1] - Despite the index reaching new highs, there were signs of market distortion, such as "price increases without volume growth" and increased difficulty in stock profitability, leading to a cautious outlook on the sustainability of the rally [1] - The market showed resilience during the pullback, with the adjustment being less severe than expected, indicating relative strength [1] Group 2: Upcoming Catalysts - The 2025 Solid-State Battery Technology and Application Summit will be held on June 10, focusing on the latest trends in sodium-ion and solid-state battery industries, aiming to advance the industrialization of solid-state batteries [1] - The 2025 International Hydrogen Energy and Fuel Cell Vehicle Conference will take place from June 18-20, featuring exhibitions and discussions on the scaling of hydrogen energy technologies [3] - Tesla's Robotaxi service is set to launch in Austin in June, marking a significant step towards the commercialization of autonomous driving, with plans to expand the fleet in the future [4] - The 2025 Huawei Developer Conference will occur from June 20-22, showcasing advancements in HarmonyOS and AI technologies, which may impact various industries [5] - The 2025 Global High-Speed Copper Cable Innovation and Technology Conference will be held on June 18, focusing on the entire supply chain of high-speed copper cables [6] Group 3: Relevant Companies - Solid-state battery-related companies on the Beijing Stock Exchange include Lingge Technology, Yintu Network, Liwang Co., Nacnor, Wuhan Blue Electric, and Lijia Technology, with Lingge Technology and Nacnor having higher capital recognition [2] - Hydrogen energy-related companies include Tianli Composite, Kaida Catalysis, Silane Technology, Huitong New Materials, Fangsheng Co., and Qilu Huaxin, with Kaida Catalysis and Fangsheng Co. being more recognizable [3] - Tesla-related companies include Suzhou Axis, Jun Chuang Technology, Audiwei, Jiyang Precision, Tianming Technology, Wanyuantong, Jiezong Technology, Dezong Automotive, Jianbang Technology, and Taide Co., with Jun Chuang Technology and Jiezong Technology showing better stock characteristics [4] - Huawei-related companies include a variety of firms, with Airong Software and Lierda being the most relevant to the upcoming conference [5] - High-speed copper cable-related companies include Fujida, Qiuquan Cable, Taihu Yuanda, Chenguang Cable, and Zhixin Electronics, with Fujida and Taihu Yuanda positioned at a higher-end market segment [6]
6月北交所有哪些催化事件?