Market Overview - Major stock indices in China experienced a strong upward movement, with the North Star 50 Index rising over 1% to reach a new high [1] - The FTSE China A50 Index futures also increased by more than 1% [2] - The Shanghai Composite Index closed up 0.38% at 3393.49 points, while the Shenzhen Component Index rose 0.53% and the ChiNext Index increased by 0.99% [4] Sector Performance - Over 3500 stocks in the market were in the red, with sectors like semiconductors, automobiles, and military industries declining [5] - The coal sector showed strong performance, with companies like Dayou Energy and Jinkong Coal Industry hitting the daily limit up, and Shanmei International rising nearly 6% [5] - The insurance and banking sectors also saw gains, with Jiangsu Bank and Chengdu Bank reaching new highs [5] Solid-State Battery Concept - The solid-state battery concept gained significant traction, with companies like Ningxin New Materials and Lingpai Technology hitting the daily limit up of 30% and 20% respectively [8] - The 17th Shenzhen International Battery Technology Exchange Conference will be held from May 15 to 17, 2025, showcasing various semi-solid and solid-state battery products [10] - The core solid electrolyte materials are seeing high demand, with companies focusing on the development of new solid-state battery products [10] Innovative Drug Concept - The innovative drug sector remained active, with stocks like Shuyou Shen and San Sheng Guo Jian hitting the daily limit up of 20% [12] - San Sheng Pharmaceutical announced a collaboration with Pfizer for the development of a dual-specific antibody, indicating a growing recognition of Chinese innovative drugs by multinational companies [14] - The market size for innovative drugs in China is projected to grow from $132.5 billion in 2019 to $159.2 billion by 2024, maintaining a global market share of around 15% [14] Pop Mart Performance - Pop Mart's stock reached a new high, rising over 5% to a peak of 220 HKD per share, with a market capitalization approaching 300 billion HKD [16] - The company has seen a cumulative increase of over 140% in its stock price this year [16] - The latest product, Labubu 3.0, has generated significant global demand, leading to plans for opening 100 overseas stores by 2025, with expectations for overseas revenue to exceed 50% [18]

Core Viewpoint - The A-share market showed positive momentum with the ChiNext Index rising by 0.99%, driven by strong performance in the solid-state battery sector and other key industries [1] Market Performance - The Shanghai Composite Index increased by 0.38% - The Shenzhen Component Index rose by 0.53% - The ChiNext Index experienced a gain of 0.99% [1] Sector Highlights - The solid-state battery concept was notably active, with leading companies such as Lingpai Technology and Guoxuan High-Tech hitting the daily limit of 20% increase - Other sectors that performed well included coal, precious metals, chemical pharmaceuticals, electricity, insurance, innovative drugs, and CRO concepts [1] Underperforming Sectors - Sectors that saw declines included electric machinery, real estate services, shipbuilding, consumer electronics, controllable nuclear fusion, and PEEK materials [1] Overall Market Sentiment - More than 1,600 stocks in the market experienced an increase, indicating a broadly positive sentiment among investors [1]

Market Overview - The market experienced a volatile rebound in the early session, with the ChiNext Index leading the gains [1] - There was a divergence in the performance of large and small-cap indices, with large-cap stocks showing stronger trends [1] - The trading volume in the Shanghai and Shenzhen markets reached 751.1 billion, an increase of 24.5 billion compared to the previous trading day [1] Sector Performance - Solid-state battery concept stocks surged collectively, with companies like Guoxuan High-Tech hitting the daily limit [1] - Innovative drug concept stocks showed strong fluctuations, with 3SBio also reaching the daily limit [1] - Power sector stocks maintained a strong performance, with Leshan Electric Power hitting the daily limit [1] - In contrast, controllable nuclear fusion concept stocks underwent adjustments, with Zhongzhou Special Materials dropping over 5% [1] Index Performance - By the end of the trading session, the Shanghai Composite Index rose by 0.38%, the Shenzhen Component Index increased by 0.53%, and the ChiNext Index gained 0.99% [1]

这几只票暗盘资金正在偷偷流入，立即查看>> A股三大指数早盘集体上涨，截至午盘，沪指涨0.38%，深成指涨0.53%，创业板指涨0.99%，北证50指 数涨1.30%。全市场半日成交额7789亿元，较上日放量267亿元。全市场3500只个股飘绿。板块题材 上，固态电池、煤炭、创新药板块领涨；工业母机、可控核聚变板块领跌。盘面上，固态电池概念集体 爆发，金龙羽（002882）、国轩高科（002074）、滨海能源（000695）、圣阳股份（002580）、领湃科 技（300530）涨停。创新药概念领涨，舒泰神（300204）、三生国健、海辰药业（300584）、哈三联 （002900）涨停。并电力、煤炭板块涨幅居前，大有能源（600403）、乐山电力（600644）、海南发展 （002163）涨停。可控核聚变概念跌幅居前，中洲特材（300963）、王子新材（002735）跌超5%。 ...

A50突然直线拉升，沪指翻红。固态电池概念继续活跃。港股AI概念股走强。 固态电池概念股活跃 固态电池概念继续活跃，金龙羽2连板，领湃科技一度涨超15%，国轩高科、盟固利、天力锂能、德尔股份等跟涨。 黄金概念盘初活跃，莱绅通灵涨超7%，曼卡龙、赤峰黄金、潮宏基、山东黄金、湖南黄金等集体高开。 港股黄金股也走强，截至发稿，赤峰黄金涨超6%，灵宝黄金涨超3%，山东黄金涨超4%。 消息面上，国际金价早盘继续走高，现货黄金价格一度突破3300美元/盎司。周二金价大涨，COMEX黄金期货收涨1.83%报3292.6美元/盎司，COMEX白 银期货收涨2.32%报33.26美元/盎司。 5月21日早盘，A股开盘涨跌不一。沪指低开0.01%，深证成指低开0.03%，创业板指高开0.17%。截至发稿，沪指拉升翻红。 | 名称 | 序号 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | | 上证指数 | 1 | 3385.29 | 4.81 | 0.14% | | 深证成指 | 2 | 10261.91 | 12.74 | 0.12% | | 北证50 | 3 | 1477.2 ...

Core Viewpoint - The solid-state battery concept stocks have experienced a rapid surge, with significant gains observed in various companies following the Shenzhen International Battery Technology Conference held from May 15 to 17 [1] Group 1: Stock Performance - Lingpai Technology saw an increase of over 10% [1] - Binhai Energy reached its daily limit up [1] - Guoxuan High-Tech and Jinlongyu both rose by over 5% [1] - Other companies such as Enjie, Delong, Naconor, and Mengguli also experienced upward movement [1] Group 2: Event Highlights - The 17th Shenzhen International Battery Technology Exchange Conference showcased multiple new solid-state battery products [1] - Xinyuan Materials introduced various polymer electrolyte membranes and rigid skeleton products for next-generation semi-solid and solid-state battery applications [1] - Haopeng Technology presented its self-developed consumer solid-state battery products [1] - Enjie exhibited several new solid-state sulfide products [1]

A股固态电池概念局部冲高，金龙羽直线涨停，成交额超1亿元；国轩高科涨近7%，上海洗霸、德尔股 份跟涨。 ...

Core Viewpoint - The solid-state battery concept stocks experienced a significant surge, with Jinlongyu hitting the daily limit, driven by positive developments in the industry and announcements from Guoxuan High-Tech [1] Group 1: Stock Performance - Jinlongyu saw a limit-up in its stock price during the afternoon session [1] - Guoxuan High-Tech, Lingpai Technology, Wanrun New Energy, and Lingge Technology all rose over 5% [1] - Other companies such as Shanghai Washba, Better Ray, and Zhenhua New Materials also experienced gains [1] Group 2: Industry Developments - Guoxuan High-Tech held the 2025 Global Technology Conference, where it announced the completion of a 0.2 GWh pilot line for solid-state batteries [1] - The company introduced six new products, including the G-Yuan quasi-solid-state battery [1] - The quasi-solid-state battery has already been tested by more than four customers [1]

负极材料厂商贝特瑞将在5月13日召开"未来能量引擎"发布会，发布会海报信息显示，贝特瑞新品除了 可用于汽车之外，还可用于人形机器人及飞行器等。记者从业内人士处获悉，贝特瑞此次发布的新品或 与固态电池相关。4月23日，在2024年度业绩说明会上，贝特瑞方面称，在固态电池材料领域，公司布 局了氧化物固体电解质、聚合物固体电解质和硫化物固态电解质三大技术路线，目前相关产品的开发取 得了不错的进展，部分产品已经应用到客户的半固态电池中。 固态电池又火了！ 电池厂商国轩高科将在本周举办2025全球科技大会，记者获悉，此次大会的主题之一就是固态电池。在 今年3月举办的2025中国电动汽车百人会论坛上，国轩高科首席科学家朱星宝也曾表示，国轩高科将于5 月17日发布全新高安全固态电池，能量密度为300Wh/kg。国轩高科在2022年发布首款半固态电池，能 量密度360Wh/kg，续航达到1000公里。2024年5月，国轩高科发布了首款全固态电池产品"金石电池"， 可以实现350Wh/kg的能量密度，PACK能量密度达到280Wh/kg，续航里程1000公里。 5月12日，第一财经记者从多方信息获悉，本周将有多家电池产业链公司 ...

Core Viewpoint - Xiangxin Technology (002965) has become the most researched stock by institutions, with 171 institutions participating in the recent survey, indicating strong market interest and potential growth opportunities in various sectors [1][4]. Industry Insights - The automotive sector is expected to see increased penetration of new energy vehicles as smart driving technology becomes more widely adopted [2]. - The household energy storage market is growing rapidly, driven by policy support and technological advancements [3]. - In the field of intelligent robotics, industrial robots are experiencing continuous growth, while service robots are seeing increased penetration in medical and household cleaning applications [3]. - The demand for computing power servers is being driven by AI needs, with a gradual improvement in the domestic chip ecosystem and a growing demand for high-performance servers [3]. - The low-altitude economy is witnessing the implementation of eVTOL logistics and urban transportation pilots, with increasing applications for drone logistics and urban transport [3]. Company Developments - Xiangxin Technology is focusing on multiple sectors including new energy vehicles, photovoltaic energy storage, intelligent robotics, low-altitude economy, and computing power servers, while also exploring new fields and businesses [3]. - The company has signed a cooperation agreement with the Guangdong Academy of Sciences to establish a technology innovation center for developing intelligent humanoid robot solutions [3]. - Xiangxin Technology is recognized as a leading stock in the humanoid robot concept associated with Huawei, showing significant stock performance with a maximum increase of over 62% from a low of 36.35 CNY to a high of 58.92 CNY [4]. Institutional Research Activity - In the past week, over 520 stocks were researched by institutions, with Xiangxin Technology leading the way [1]. - Other companies such as Tiannai Technology and Rongbai Technology also received significant institutional attention, indicating a broader interest in solid-state battery technology and related sectors [6][8].