“申”度解盘 | 市场震荡整理，电池板块表现强势

Market Overview - The A-share market experienced fluctuations this week, with the consumer and banking sectors showing slight strength, while the lithium battery and industrial metals sectors performed well [6] - The technology sector showed a mixed adjustment, with humanoid robots and AI core listed companies experiencing significant cumulative gains this year, contributing to recent adjustments in these sectors [7] Sector Analysis - The humanoid robot sector faced downward pressure due to uncertainties regarding large-scale production timelines, leading to investor concerns about the industry's future [7] - The AI sector saw a general weakening in both application and hardware aspects, with fears of an AI industry bubble arising from the contrasting performance of upstream and downstream companies in the US market [7] - Despite the overall weakness, some leading AI companies maintained strong stock performance due to continuous improvements in large model capabilities and optimistic industry prospects [7] Battery Sector Insights - The battery sector saw a strong increase this week, with lithium mines, lithium batteries, and solid-state battery concepts leading in gains [8] - The surge in overseas energy storage demand, driven by expectations of increased electricity consumption from data centers, contributed to the sector's strength [8] - Recent price increases in lithium hexafluorophosphate and electrolyte additives were noted, with prices doubling since mid-October, attributed to supply-demand mismatches [8] Economic Indicators - The October CPI data turned positive, boosting market confidence, with the Shanghai Composite Index reaching a new high of 4034.08 points, supported by stable performance in consumer stocks, banks, and non-ferrous metals [9] - However, the market adjusted significantly on Friday due to weakness in technology stocks, indicating that the A-share market is expected to maintain overall fluctuations with structural hotspots in the future [9]