Market Overview - The A-share market showed mixed performance on July 4, with the Shanghai Composite Index rising slightly by 0.05% to 3462.99, while the Shenzhen Component and ChiNext Index fell by 0.35% and 0.31% respectively [2][3] - The total trading volume reached 1.77 billion hands, with a turnover of 190.16 billion [4] Sector Performance - The steel sector saw a collective rise, with notable stocks like Liugang and Linggang hitting the daily limit up [10][11] - The banking sector also experienced gains, with several banks, including Zheshang Bank and Shanghai Bank, reaching new highs [16][17] - The pharmaceutical sector remained strong, with stocks like Hotgen and Guangsheng rising over 10% [12][13] Notable Stocks - Hangzhou Garden surged to the daily limit within two minutes of opening, while Nanling Technology also hit the limit up [20][22] - In the steel sector, Liugang shares increased by 10.02%, and Linggang shares rose by 10.16% [11] - In the pharmaceutical sector, Hotgen's stock price increased by 14.57%, and Guangsheng's by 10.75% [13] Industry Insights - The Ministry of Industry and Information Technology emphasized the need for orderly competition in the photovoltaic industry, aiming to improve product quality and phase out outdated capacity [8] - A report indicated that the photovoltaic industry may face weakening demand in the second half of the year, prompting leading companies to reduce production to improve supply-demand dynamics [9]

Group 1 - The A-share silicon wafer sector saw an initial rise, with Yichin Optoelectronics hitting the daily limit up [1] - Other companies such as GCL-Poly Energy, LONGi Green Energy, JA Solar Technology, and TCL Zhonghuan also experienced gains [1]

近期，钢铁、光伏等板块显著升温。市场情绪提振的背后，是各行业纷纷吹起"反内卷"号角。 近日，A股光伏板块个股表现强势，自6月20日以来，Wind光伏指数累计上涨近10%。7月2日，Wind光伏指数大涨2.53%，板块内多只个股涨停；7月3日， Wind光伏指数继续小幅上行，亿晶光电、亚玛顿连续两日涨停。 伴随着中央财经委员会第六次会议直指"内卷式"竞争治理，强调"推动落后产能有序退出"，光伏、钢铁、水泥行业已迅速开展减产工作。 业内人士分析，光伏行业的"内卷式"竞争，根源在于市场增长空间的有限性。行业自律对于加快光伏行业穿越周期至关重要。 日前，国内头部光伏玻璃企业宣布自7月起集体减产30%，以缓解行业"内卷式"竞争。 7月3日，工业和信息化部党组书记、部长李乐成主持召开第十五次制造业企业座谈会，再次明确将引导光伏企业推动落后产能有序退出。 据悉，在此次座谈会上，共有14家光伏行业企业及光伏行业协会负责人作交流发言。 李乐成表示，近年来，在各部门积极扶持和产业界共同努力下，我国光伏产业坚持自力更生、技术创新、效率优先、市场主导，实现了从无到有、从弱到 强的转变，在产业规模、技术水平、应用市场等方面取得领先优势 ...

近期，钢铁、光伏等板块显著升温。市场情绪提振的背后，是各行业纷纷吹起"反内卷"号角。 伴随着中央财经委员会第六次会议直指"内卷式"竞争治理，强调"推动落后产能有序退出"，光伏、钢铁、水泥行业已迅速开展减产工作。 日前，国内头部光伏玻璃企业宣布自7月起集体减产30%，以缓解行业"内卷式"竞争。 7月3日，工业和信息化部党组书记、部长李乐成主持召开第十五次制造业企业座谈会，再次明确将引导光伏企业推动落后产能有序退出。 据悉，在此次座谈会上，共有14家光伏行业企业及光伏行业协会负责人作交流发言。 李乐成表示，近年来，在各部门积极扶持和产业界共同努力下，我国光伏产业坚持自力更生、技术创新、效率优先、市场主导，实现了从无到有、从弱到强 的转变，在产业规模、技术水平、应用市场等方面取得领先优势，成为中国制造的一张靓丽名片。 李乐成强调，工业和信息化部将综合治理光伏行业低价无序竞争，引导企业提升产品品质，推动落后产能有序退出，实现健康、可持续发展。 同时，行业企 业也要大力弘扬企业家精神，锚定正确方向，致力技术创新，坚守质量安全底线，加强国际合作，进一步拓展光伏应用的深度和广度，加快塑造我国下一代 光伏产品的竞争优势，努力 ...

证券代码：600537 证券简称：亿晶光电 公告编号：2025-038 亿晶光电科技股份有限公司 股票交易异常波动公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担个别及连带责任。 重要内容提示： 一、股票交易异常波动的具体情况 公司股票于 2025 年 7 月 1 日、7 月 2 日和 7 月 3 日连续 3 个交易日内日收 盘价格涨幅偏离值累计超过 20%。根据《上海证券交易所交易规则》的有关规定， 属于股票交易异常波动情形。 二、公司关注并核实的相关情况 针对公司股票交易异常波动，公司对有关事项进行了核查，现将有关情况说 明如下： 亿晶光电科技股份有限公司（以下简称"公司"）股票于 2025 年 7 月 1 日、 7 月 2 日和 7 月 3 日连续 3 个交易日内日收盘价格涨幅偏离值累计超过 20%。 根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动情形。 经公司自查并书面征询公司控股股东及实际控制人，截至本公告披露日，公 司及公司控股股东、实际控制人确认不存在应披露而未披露的重大信息。 市场交易风险：截至 20 ...

Core Viewpoint - The short-term sentiment in the market has improved, with a significant number of stocks reaching their upper limit, indicating a potential recovery in investor confidence [1] Group 1: Market Performance - A total of 61 stocks hit the daily limit, with 14 stocks classified as consecutive limit-up stocks, and 5 of these achieved three consecutive limit-ups or more [1] - The upgrade rate for consecutive limit-up stocks was 41.67%, excluding ST and delisted stocks [1] - Over 3,200 stocks in the market experienced an increase, reflecting a broad-based rally [1] Group 2: Notable Stocks - Chengbang Co. achieved a limit-up, marking its sixth consecutive limit-up [1] - Dazhongnan showcased a "ground-to-sky" performance with 8 limit-ups in 6 days [1] - Haoshanghao reached a historical high with 5 limit-ups over 7 days [1] Group 3: Sector Performance - The innovative drug sector led the market gains, with notable performances from companies like Innovent Biologics, which saw a rise of over 9% in Hong Kong [1] - In the A-share market, Selin Medical achieved three consecutive limit-ups, while Chengyi Pharmaceutical and Weiming Pharmaceutical recorded two and three limit-ups, respectively [1] - The PCB sector also showed strength, with Shenghong Technology increasing over 6%, surpassing a market capitalization of 120 billion, and Pengding Holdings hitting the limit-up [1]

| 综合 | | | | 中程退 | | | --- | --- | --- | --- | --- | --- | | 有色金属 | -0.54 | 262.71 | -17.23 | 合金投资 | -6.93 | | 钢铁 | -0.94 | 69.95 | 118.77 | 盛德鑫泰 | -7.00 | | 煤炭 | -1.12 | 36.37 | 90.78 | 大有能源 | -3.02 | （文章来源：证券时报网） 证券时报·数据宝统计，截至上午10:29，今日沪指跌0.12%，A股成交量505.05亿股，成交金额5863.66亿 元，比上一个交易日减少11.63%。个股方面，2554只个股上涨，其中涨停35只，2567只个股下跌，其 中跌停4只。从申万行业来看，电子、美容护理、纺织服饰等涨幅最大，涨幅分别为1.11%、1.00%、 0.96%；煤炭、钢铁、有色金属等跌幅最大，跌幅分别为1.12%、0.94%、0.54%。（数据宝） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | -- ...

智通财经7月3日电，早盘光伏概念延续强势，亚玛顿、耀皮玻璃2连板，欧晶科技、亿晶光电、双良节 能、赛伍技术等涨幅靠前。消息面上，上海有色网称，近日光伏玻璃企业聚集讨论当前供需矛盾，多数 玻璃企业计划7月开始减产改善供应端，减产规模预计将达到30%。 光伏概念延续强势 亚玛顿、耀皮玻璃2连板 ...

Group 1 - The A-share photovoltaic sector experienced a significant surge on July 2, with nine stocks hitting the daily limit, including Shuangliang Energy, Yijing Photovoltaic, and others, while Daqo New Energy rose over 15% [1] - The surge in stock prices is primarily attributed to the recent signals from the central government regarding the regulation of disorderly competition in the industry, particularly in the silicon material and photovoltaic auxiliary materials segments [1][2] - The Central Financial Committee emphasized the need to address low-price disorderly competition and promote the exit of backward production capacity, which has led to increased market expectations for substantial policy measures [2][3] Group 2 - The analysis team from CMB International noted that the central government's heightened attention to the challenges faced by the photovoltaic industry indicates a commitment to resolving these issues, suggesting that targeted policies may soon be introduced [3] - Reports indicate that leading photovoltaic glass manufacturers plan to collectively reduce production by 30% starting in July, which is expected to lower the output to approximately 45 GW [3] - The price of polysilicon has shown a slight increase, with the average transaction price for N-type polysilicon rising to 34,700-38,000 CNY per ton, reflecting improved market expectations due to government measures [5] Group 3 - The photovoltaic industry is currently in a deep integration phase, with less competitive production capacity expected to gradually exit the market, leading to an optimized production structure and improved supply-demand dynamics [6] - Companies are exploring various strategies to break through the current downturn, including new technologies, products, and leveraging overseas channels, although results will require time to validate [6]

Core Viewpoint - The steel industry is experiencing a significant price increase due to production cuts driven by environmental regulations and government policies aimed at eliminating outdated capacity. This has led to a reduction in steel output expectations, particularly in Tangshan, where a 30% production cut has been mandated from July 4 to July 15. The market anticipates further impacts on steel production as a result of these measures [1][3]. Group 1: Steel Industry Insights - The recent meeting of the Financial and Economic Committee emphasized the need to push for the elimination of outdated production capacity, directly influencing the steel market [1]. - Tangshan steel mills have received directives for a 30% production cut, which is expected to significantly lower steel inventories and production levels [1]. - The China Iron and Steel Association reported that steel billet exports in the first four months of 2025 have already surpassed the total for 2024, prompting suggestions for export restrictions [1]. - A total of approximately 30 million tons of production cuts have been ordered for the year, coinciding with a seasonal demand lull, which has heightened market expectations for reduced steel output [1]. Group 2: Market Reactions and Trends - Longjiang Securities noted that administrative production cuts could act as a bullish option for the steel sector, particularly in July, which is traditionally a slow season for demand [3]. - The announcement of production cuts in the photovoltaic glass sector has also led to significant price increases in that market, indicating a broader trend of supply-side reforms impacting various sectors [3]. - The steel sector saw a strong rally in stock prices, with companies like Liugang and Chongqing Steel hitting their daily price limits amid these developments [9][10]. Group 3: Broader Economic Context - The overall A-share market experienced a decline, with major indices falling and a significant number of stocks trading lower, reflecting broader economic pressures [9]. - The government is expected to focus on structural adjustments across multiple industries, including steel, refining, and new energy sectors, as part of its economic strategy [7]. Group 4: Investment Trends - Institutional investors have begun to sell off some positions in response to the recent price increases in steel, indicating a cautious approach to the current market dynamics [1][4]. - The market's reaction to production cuts in both the steel and photovoltaic sectors suggests a growing trend towards supply-side management as a means to stabilize prices and manage excess capacity [3].