阅兵牛之后是牌照牛？

Group 1: Financial Sector - Guotai Junan International became the first Chinese brokerage in Hong Kong to provide comprehensive virtual asset trading services, leading to a stock price increase of 198.39% [1] - The People's Bank of China and five ministries issued guidelines to enhance financial support for consumption, directly benefiting the financial sector [3] - A surge in the financial sector was observed, with stocks like Huijin Co., Guosheng Financial, and Nanhua Futures hitting the daily limit [8] Group 2: Military Industry - The military sector showed strong performance, with stocks like Beifang Changlong and Zhongbing Hongjian reaching the daily limit, attributed to the easing of disruptive factors and recovering downstream demand [8][25] Group 3: Solid-State Battery Technology - QuantumScape's stock surged after announcing the integration of the Cobra separator process into its standard battery production line, significantly increasing production efficiency [6] - The advancement in solid-state battery technology is expected to shorten production cycles and lay the groundwork for mass production [6] Group 4: Consumer Sector - The Chinese government emphasized the need to expand domestic demand and boost consumption, which is expected to positively impact the consumer sector [12] - New measures to promote high-quality service consumption in Shenzhen were introduced, aiming to enhance the service industry's openness [13] Group 5: H-Acid Market - H-acid prices rose to 44,000 yuan per ton, marking a 5.39% increase, with a year-to-date rise of 22.22% [14] - The domestic H-acid market is projected to face a supply shortage, with effective production capacity expected to be below 60,000 tons by May 2025 [14] Group 6: Electric Vehicle Industry - BYD has reportedly slowed down production and expansion plans due to rising inventory and unmet sales targets, indicating a potential slowdown in its growth trajectory [10]