锂电股大爆发，六氟磷酸锂狂飙，瑞泰新材、东岳硅材20cm涨停

Market Overview - The A-share market opened lower on November 7, with the three major indices briefly turning positive during the session. The half-day trading volume was 1.27 trillion yuan, a decrease of 103.4 billion yuan compared to the previous trading day, with over 2,800 stocks declining [1][2]. Stock Performance - The lithium battery sector saw a rapid rise, with stocks like Ruifeng New Materials hitting the daily limit of 20%, and Huasheng Lithium rising approximately 14%. Other stocks such as Jiangsu Guotai and Shida Shenghua also reached their daily limits [3][4]. - The organic silicon sector experienced a collective surge, with Dongyue Silicon Materials hitting the daily limit, and Jiangsu Guotai and Hesheng Silicon Industry also reaching their daily limits [4]. - In the phosphorus chemical sector, stocks like Qingshuiyuan and Chengxing Co. saw their prices hit the daily limit [4]. Price Trends - The price of lithium hexafluorophosphate has continued to rise, with spot prices breaking 110,000 yuan/ton on October 31 and approaching 120,000 yuan/ton within a week. The monthly increase in domestic prices reached 76% from the beginning of the fourth quarter to early November [5]. - Stocks such as Tianci Materials and Duofuduo have doubled in price since the bottom in early August, with Tianji Co. seeing an annual increase of over 300% [5]. Industry Insights - The photovoltaic industry chain is expected to undergo a value reconstruction, with Q3 showing a trend of reduced losses in the main chain due to rising silicon material prices. The industry is anticipated to see improved performance and benefits from structural reforms and technological changes [6]. - The demand for PEEK materials is projected to grow significantly, with estimates suggesting that every 100,000 humanoid robots will drive a demand of 195 tons of PEEK. The domestic PEEK market is expected to reach 16.7 billion yuan by 2027, with a compound annual growth rate exceeding 13% [5]. IPO Activity - In the past month, eight pharmaceutical companies have attempted to go public on the Hong Kong Stock Exchange, indicating a growing interest in the sector [7].