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净流入A股第一!002463,涨停
新华网财经·2025-06-18 09:31

Market Overview - On June 18, A-shares saw a slight increase in the three major indices, with the Shanghai Composite Index rising by 0.04%, the Shenzhen Component Index by 0.24%, and the ChiNext Index by 0.23%. The total market turnover reached 12,217 billion [1]. Semiconductor Industry - The semiconductor industry chain experienced a significant rise in the afternoon, with sectors such as PCB, CPO, storage chips, and AI PCs leading the gains. PCB leader Huadian Co., Ltd. saw a limit-up, with a net inflow of 7.18 billion from main funds, ranking first in A-shares [4]. - Huadian's recent investor relations activity indicated a sustained growth in demand for AI-driven servers and high-speed network infrastructure, with expectations for capacity improvements by the second half of 2025 [4]. - In Q1, Huadian reported a revenue of 40.38 billion, a year-on-year increase of 56.25%, and a net profit of 7.62 billion, up 48.11% year-on-year, indicating rapid growth [4]. CPO Sector - The CPO (Co-Packaged Optics) sector surged in the afternoon, with stocks like Kexiang Co. hitting the limit-up, and other companies such as Lian Te Technology and Shengyi Electronics also seeing significant gains [6]. - According to YOLE Group, the CPO market is expected to reach a value of 8.1 billion by 2030, with a compound annual growth rate of 137%, driven by the transition from pluggable optical modules to CPO and from copper cables to optical communication [9]. - JPMorgan's report suggests that CPO technology is accelerating towards commercialization, with industry leaders positioned favorably for the next growth cycle [9]. Solid-State Battery Sector - The solid-state battery sector showed a rebound in the afternoon, with stocks like Pulutong and Nord Co. hitting the limit-up, and Jinyinhai rising over 10% [11]. - Xiaomi's recent patent for solid-state battery composite electrodes, which enhances ion transport efficiency, was published, indicating advancements in solid-state battery technology [13]. - The first "Lithium Sulfide and Sulfide Solid-State Battery Forum" is scheduled for June 25, focusing on the latest technologies and industrial applications in the field [14]. - China Galaxy Securities highlights that solid-state batteries are a core focus in the lithium battery supply chain, with significant growth potential for leading cell and material companies [14].