Market Overview - The A-share market showed a strong upward trend in early trading on November 13, with the Shanghai Composite Index rising by 0.44%, the Shenzhen Component Index increasing by 1.8%, and the ChiNext Index gaining 2.68% [1][2] - The total trading volume in the Shanghai and Shenzhen markets reached 1.27 trillion yuan, an increase of 11 billion yuan compared to the previous trading day, with over 3,800 stocks rising [1] Key Stocks - Contemporary Amperex Technology Co., Ltd. (CATL) saw its A-shares rise over 8%, approaching historical highs, while its H-shares increased by 3.91% [4] Sector Performance - The energy metals, battery, and phosphate chemical sectors led the gains, while oil and gas, as well as banking sectors, experienced declines [5] - The storage chip sector surged, with Jiangbolong rising over 6% to reach a historical high, and its market capitalization hitting 137.8 billion yuan. Other notable performers included Bawei Storage, which rose over 15%, and Zhaoyi Innovation, which hit the daily limit [5] - The lithium battery concept also strengthened, with Tianhong Lithium rising over 26%, and several other stocks hitting the daily limit. The price of lithium carbonate futures has increased by 20% from October 14 to November 10 [5] Photovoltaic Sector - The photovoltaic index rose sharply by 2.25%, with significant gains in stocks such as Shangneng Electric and Lianhong New Science, which hit the daily limit. The industry association has refuted rumors regarding the multi-crystalline silicon storage platform [7] Gold Sector - Gold stocks became active again, with Guocheng Mining and Shengtun Mining hitting the daily limit, and the price of spot gold surpassing 4,200 USD per ounce, reflecting a 0.31% increase [7] Investment Opportunities - Colin Purdie, Chief Investment Officer of Manulife Investment Management, highlighted that China's stock and bond markets offer diverse investment opportunities, particularly in technology, consumer goods, and green energy sectors. He emphasized that now is a good time to invest in China due to ongoing government efforts to expand openness and promote high-quality investments [8]
超3800股上涨,锂电池、存储芯片爆发,天宏锂电涨超26%
21世纪经济报道·2025-11-13 04:11