固态电池获政策大力支持，终端车企如宝马、丰田积极推进，部分已进 入路试阶段。宁德时代、青岛金王等电池厂也在搭建固态产线，中试线 预计年中逐步拉通，预示产业链加速发展。 固态电池技术路线逐步采用干法方案，生产工艺对设备提出新需求，如 高压化设备，带动相关设备盈利。干法电极制造设备（包括混合设备） 是未来明确趋势，高压致密化、电解质与极片复合及封装工艺是关键。 固态电池应用场景广泛，包括低空领域、人形机器人、新能源汽车及储 能等。低空领域因价格敏感度较低，有望率先落地，其他领域亦具潜力， 推动固态产线发展，打开市场空间。 干法制备技术在固态电池生产中至关重要，涉及纤维化、滚压、叠片及 高压致密化等环节。干法混合、电极制造、高压致密化等关键步骤提升 产线价值，解决界面结合问题，为全固态电池大规模生产提供支持。 固态电池生产设备在前、中、后道工序均有显著变化。前道工序新增纤 维化、混合等设备需求，滚压机价值量大幅提升。中道工序叠片机需求 增长，后道工序化成分容环节涉及高压化处理，设备需求增加。 Q&A 固态电池加速落地过程中设备环节的变化有哪些？ 固态电池加速落地过程中，设备环节发生了显著变化。首先，从政策层面来看， ...

沪指6月13日下跌0.75%，申万所属行业中，今日上涨的有3个，涨幅居前的行业为石油石化、国防军 工、公用事业，涨幅分别为2.05%、1.72%、0.48%。跌幅居前的行业为美容护理、传媒，跌幅分别为 4.12%、2.53%。美容护理行业位居今日跌幅榜首位。 资金面上看，两市主力资金全天净流出476.73亿元，今日有7个行业主力资金净流入，国防军工行业主 力资金净流入规模居首，该行业今日上涨1.72%，全天净流入资金25.70亿元，其次是石油石化行业，日 涨幅为2.05%，净流入资金为15.12亿元。 主力资金净流出的行业有24个，计算机行业主力资金净流出规模居首，全天净流出资金70.43亿元，其 次是汽车行业，净流出资金为54.28亿元，净流出资金较多的还有医药生物、电子、电力设备等行业。 美容护理行业今日下跌4.12%，全天主力资金净流出4.93亿元，该行业所属的个股共31只，今日；下跌 的有31只。以资金流向数据进行统计，该行业资金净流入的个股有6只，净流入资金居首的是稳健医 疗，今日净流入资金1064.69万元，紧随其后的是贝泰妮、延江股份，净流入资金分别为865.72万元、 375.15万元。美容护 ...

| 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 可燃冰 | 6.15 | 共享单车 | -4.42 | | 核污染防治 | 4.35 | 小红书概念 | -3.44 | | 页岩气 | 3.25 | 足球概念 | -3.36 | | 俄乌冲突概念 | 2.77 | 网约车 | -3.35 | | 成飞概念 | 2.42 | C2M概念 | -3.30 | | 兵装重组概念 | 2.29 | 重组蛋白 | -3.26 | | 天然气 | 1.41 | 拼多多概念 | -3.26 | | 中船系 | 1.25 | 短剧游戏 | -3.19 | | 国产航母 | 1.16 | 网红经济 | -3.15 | | 军民融合 | 0.79 | 快手概念 | -3.15 | 资金面上看，今日C2M概念板块获主力资金净流出7.92亿元，其中，35股获主力资金净流出，10股主力 资金净流出超3000万元，净流出资金居首的是汉得信息，今日主力资金净流出1.88亿元，净流出资金居 前的还有青岛金王、华纺股份、朗姿股份等，主力资金分别净流出7959.59万元 ...

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600223 | 福瑞达 | -2.04 | 7.88 | -11333.22 | | 300132 | 青松股份 | 6.22 | 20.60 | -6320.40 | | 002094 | 青岛金王 | -1.17 | 13.64 | -2802.92 | | 301009 | 可靠股份 | -1.78 | 14.80 | -2780.69 | | 300740 | 水羊股份 | 2.33 | 13.04 | -2228.48 | | 002511 | 中顺洁柔 | -0.28 | 1.11 | -1182.73 | | 002243 | 力合科创 | -0.12 | 1.25 | -974.99 | | 600249 | 两面针 | -1.44 | 5.09 | -963.40 | | 603605 | 珀莱雅 | -0.76 | 1.19 | -906.47 | | 688363 | 华熙生物 | 0.98 | 1.22 | -739.69 ...

Group 1 - The core viewpoint of the article highlights the decline of the China-South Korea Free Trade Zone concept, which fell by 1.52%, ranking among the top declines in concept sectors [1] - The article provides a detailed list of concept sectors with their respective daily performance, showing that the Hair Medical sector led with a gain of 2.02%, while the China-South Korea Free Trade Zone was the worst performer [1] - The article notes that the China-South Korea Free Trade Zone concept experienced a net outflow of 119 million yuan, with major stocks like Lianyungang and Qingdao Jinkwang seeing significant capital outflows [1] Group 2 - The article lists the top stocks with net outflows in the China-South Korea Free Trade Zone concept, with Lianyungang seeing a decline of 7.36% and a net outflow of 62.06 million yuan [1] - Other notable stocks with significant net outflows include Qingdao Jinkwang and Xinhua Jin, which experienced declines of 1.17% and 1.91%, respectively [1] - Conversely, stocks like Langzi Co. and Liaogang Co. saw net inflows, indicating some investor interest despite the overall sector decline [1]

美容护理行业资金流向排名 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 002094 | 青岛金王 | -6.29 | 25.12 | -20910.28 | | 300886 | 华业香料 | -2.63 | 39.78 | -3835.15 | | 300132 | 青松股份 | -1.60 | 10.12 | -3010.38 | | 600249 | 两面针 | -3.41 | 6.36 | -2991.43 | | 600315 | 上海家化 | -3.90 | 1.46 | -2132.01 | | 301108 | 洁雅股份 | -5.88 | 11.90 | -1966.24 | | 301009 | 可靠股份 | -2.72 | 11.97 | -1919.71 | | 301371 | 敷尔佳 | -1.70 | 4.92 | -1066.61 | | 603605 | 珀莱雅 | -0.32 | 1.30 | -1002.44 | | 605009 | 豪悦护理 | -1. ...

Group 1 - The core viewpoint of the news highlights the decline of the China-South Korea Free Trade Zone concept, which fell by 1.35%, ranking among the top declines in concept sectors [1][2] - Within the China-South Korea Free Trade Zone sector, stocks such as Qingdao King, Qingdao Double Star, and Zhongchuang Logistics experienced significant declines, while stocks like Xinhua Jin, Lianyungang, and Qingdao Food saw increases of 2.28%, 1.84%, and 1.00% respectively [1][2] - The sector experienced a net outflow of 375 million yuan in main funds, with Qingdao King leading the outflow at 209 million yuan [2] Group 2 - The top gainers in today's concept sectors included Rare Earth Permanent Magnet at 4.90%, Electronic Sports at 2.72%, and Cobalt Metal at 2.36%, while the China-South Korea Free Trade Zone concept was among the top decliners [2] - The main funds' net inflow was observed in stocks such as Xinhua Jin, Hailong Bangda, and Langzi Shares, with net inflows of 50.84 million yuan, 7.19 million yuan, and 6.43 million yuan respectively [2] - The detailed outflow list for the China-South Korea Free Trade Zone concept included stocks like Qingdao King with a decline of 6.29% and a turnover rate of 25.12% [2]

Market Overview - A-shares opened higher on June 11, with the Shanghai Composite Index surpassing 3400 points during the midday session, ultimately closing up by 0.52% at 3402.32 points [1] - The Shenzhen Component Index rose by 0.83% to 10246.02 points, while the ChiNext Index increased by 1.21% to 2061.87 points [1] - Total trading volume in the Shanghai and Shenzhen markets was 12,555 billion, a decrease of 1,598 billion from the previous trading day [1] Sector Performance - The financial sector led the gains, with significant activity in rare earth permanent magnets, short drama games, automotive parts, solid-state batteries, and digital currency themes [1] - The rare earth sector continued to strengthen, with several stocks hitting the daily limit or rising over 10% [3] - Automotive stocks showed strong performance throughout the day, with multiple stocks also hitting the daily limit or rising over 10% [3] - The pharmaceutical sector experienced a downturn, with several stocks declining over 6% [3] - Communication stocks faced notable declines, with several companies dropping over 5% [3] Investor Sentiment and Market Outlook - Citic Securities noted that investor sentiment in May was generally stable, with expectations of continued market risk appetite due to improved US-China trade relations [5] - Zhongyuan Securities indicated that the market's liquidity remains ample following recent monetary policy adjustments, with expectations for further policy support [6] - Dongguan Securities highlighted the potential for structural opportunities in the market driven by positive economic indicators and technological breakthroughs [7] - Shenwan Hongyuan suggested that the market may remain in a consolidation phase, with a focus on key economic data and policy developments in June [8]

Group 1: Events and Summits - The BRICS summit is scheduled to take place from July 6 to 7, 2025, in Rio de Janeiro, Brazil, as announced by the BRICS countries' news department [1] - The second China-Central Asia Summit will be held in June 2025 in Astana, Kazakhstan, following the first summit in Xi'an in May 2023, which marked a significant milestone in China-Central Asia relations [1] - The cooperation between China and Central Asian countries focuses on enhancing trade, transportation connectivity, and various sectors including agriculture and emergency management [1] Group 2: Payment Systems - BRICS countries are developing a digital payment platform named BRICS Pay, aimed at facilitating local currency settlements and financial transactions [2] - The BRICS Pay system is a decentralized multilateral cross-border payment system initiated by the BRICS Business Council in 2018, expected to be launched at the BRICS summit in October 2024 [2] - The introduction of BRICS Pay could deepen financial cooperation among member countries and accelerate the internationalization of the Chinese yuan [2] Group 3: Historical Performance - The People's Bank of China has issued a plan to enhance cross-border financial services, encouraging more banks to join the Cross-Border Interbank Payment System (CIPS) to support global trade and investment [3] Group 4: Related Stocks - A list of stocks potentially benefiting from the internationalization of the yuan has been compiled, including companies in cross-border trade and payment sectors [6]

Group 1 - The concept of China-South Korea Free Trade Zone has seen a rise of 2.30%, ranking second among concept sectors, with 8 stocks increasing in value, including Lianyungang which hit the daily limit, and Huaguang Yuanhai, Qingdao Jinwang, and Rizhao Port showing notable gains of 26.88%, 3.41%, and 1.87% respectively [1][2] - The main inflow of funds into the China-South Korea Free Trade Zone concept sector amounted to 147 million yuan, with Lianyungang leading the net inflow at 180 million yuan, followed by Qingdao Jinwang, Qingdao Shuangxing, and Langzi Co., which received net inflows of 68.51 million yuan, 15.67 million yuan, and 14.28 million yuan respectively [2][3] - In terms of fund inflow ratios, Lianyungang, Chunxue Food, and Liaogang Co. had the highest net inflow rates of 11.08%, 5.63%, and 3.36% respectively [3] Group 2 - The stocks with the largest declines included Xinhua Jin, Haicheng Bangda, and Haodangjia, which fell by 9.34%, 3.27%, and 0.85% respectively [1][4] - The trading volume and turnover rates for the stocks in the China-South Korea Free Trade Zone concept varied, with Lianyungang showing a turnover rate of 18.09% and Qingdao Jinwang at 35.94% [3]