Group 1 - The article highlights the strong performance of the commercial aerospace sector, which is currently thriving despite market uncertainties [1] - The lithium battery supply chain is experiencing renewed activity, particularly in the electrolyte segment, with companies like Molybdenum and Yongtai Technology leading the gains [1] - Several midstream material companies in the lithium battery industry have disclosed large procurement agreements this year, with order amounts ranging from tens of billions to hundreds of billions [1] Group 2 - Major players in the industry, including CATL, Zhongxin Aviation, and LGES, are accelerating their supply agreements, reflecting optimistic demand expectations [1] - The Fujian sector, which had been strong, saw a decline with stocks like Xinhai Co. and Shuhua Sports hitting the daily limit down, and Deyi Cultural Creative dropping over 10% [1]
【掘金板块牛熊】商业航天逆市再度走强 福建板块回落
第一财经·2025-12-11 05:13