Market Overview - The A-share market showed mixed performance with the Shanghai Composite Index down 0.93%, Shenzhen Component down 0.26%, and the ChiNext Index up 0.64% as of midday trading [1] - The total trading volume in the three major markets reached 1,096.1 billion yuan, an increase of 108.7 billion yuan compared to the previous day [1] Sector Performance - The computing power hardware sector experienced a collective surge, particularly in CPO and liquid cooling server directions, with stocks like New Yisheng hitting the daily limit and reaching historical highs [2] - The photovoltaic, coal, electricity, and real estate sectors showed weakness, with stocks like Yamaton hitting the daily limit down [2] Notable Stocks - Stocks with significant upward movement included: - New Yisheng with a 20% increase [2] - Bohui Co. and Fangsheng Co. also saw over 10% gains in the liquid cooling server sector [2] - The real estate sector faced declines, with Greenland Holdings hitting the daily limit down [2] Hot Topics - The "反内卷" (anti-involution) policy is gaining traction, with 16 stocks in related sectors hitting the daily limit, indicating a potential structural bull market driven by a shift from price competition to value and technology competition [11] - The innovation drug sector is set for changes with the 2025 national basic medical insurance drug list adjustment, focusing on areas with insufficient coverage, such as pediatric and rare disease medications [12] Strategic Collaborations - A strategic partnership was formed between Beijing Humanoid Robot Innovation Center and Li Ning Group to establish the first humanoid robot sports science joint laboratory in Beijing [13]

Market Overview - The market is experiencing heightened risk aversion due to concerns over escalating conflicts in the Middle East, particularly between Israel and Iran, leading to fluctuations in various asset classes [3][9]. - The U.S. dollar index reached a peak of 99 before closing down 0.04% at 98.86, while U.S. Treasury yields showed volatility, with the 10-year yield closing at 4.3960% [3]. - Gold prices remained stable, closing up 0.03% at $3370.31 per ounce, while silver fell by 0.91% to $36.37 per ounce [6]. Stock Market Performance - European stock indices closed lower, with the German DAX30 down 1.12% and the French CAC40 down 1.34% [4]. - The Hong Kong Hang Seng Index fell 1.99% to 23237.74 points, with significant declines in new consumption and innovative drug sectors [4]. - A-shares also saw declines, with the Shanghai Composite Index down 0.79% and the Shenzhen Component down 1.21% [5]. Commodity Prices - WTI crude oil prices fell by 1.28% to $73.81 per barrel, while Brent crude oil rose by 3.5% to $78.69 per barrel, reflecting market volatility amid geopolitical tensions [6]. Economic Indicators - The Bank of England maintained its interest rate at 4.25%, indicating internal divisions among policymakers regarding future rate changes [12]. - The U.S. is expected to release key economic indicators, including the Philadelphia Fed Manufacturing Index and the Conference Board Leading Economic Index, which could impact market sentiment [13].

Market Performance Overview - The New Energy Vehicle (NEV) index rose by 4.34% from May 6 to May 9, outperforming the CSI 300 index by 2.34% [1] - The best-performing sector within the automotive industry was the automotive services and others index, which increased by 4.84% [1] - The lithium battery index, representing the battery-related segment of NEVs, saw a rise of 4.53% [1] Company Performance Summary New Energy Vehicles - Great Wall Motors (601633.SH) closed at 23.28 CNY with a weekly increase of 3.1% [3] - BYD (002594.SZ) closed at 363.22 CNY, up by 2.87% [3] - Haima Automobile (000572.SZ) closed at 3.85 CNY, increasing by 1.32% [3] - BAIC BluePark (600733.SH) closed at 7.46 CNY, up by 0.95% [3] - Changan Automobile (000625.SZ) closed at 12.34 CNY, with a slight increase of 0.73% [3] - GAC Group (601238.SH) remained unchanged at 8.01 CNY [3] - Seres (601127.SII) closed at 128.36 CNY, down by 1.47% [3] - JAC Motors (600418.SH) closed at 35.73 CNY, decreasing by 1.95% [3] Battery and Components - Huafeng Co. (002806.SZ) closed at 11.92 CNY, with a significant increase of 7.97% [4] - Zhenghai Magnetic Materials (300224.SZ) closed at 13.03 CNY, up by 5.0% [4] - Jiangte Motor (002176.SZ) closed at 7.19 CNY, increasing by 3.01% [4] - Dayang Motor (002249.SZ) remained unchanged at 6.93 CNY [4] - Wanliyang (600885.SII) closed at 32.79 CNY, down by 0.15% [4] Automotive Parts - Shanzhi Gaoke (000981.SZ) closed at 1.97 CNY, with a notable increase of 10.67% [5] - Zhongjie Precision (301072.SZ) closed at 21.17 CNY, up by 8.56% [5] - Huayu Automotive (600741.SH) closed at 18.13 CNY, increasing by 1.85% [5] - Yanfeng Automotive (601689.SH) closed at 50.88 CNY, down by 2.62% [5] Lithium Battery Sector - Guoxuan High-Tech (002074.SZ) closed at 23.25 CNY, with a rise of 12.54% [7] - Contemporary Amperex Technology Co. (300750.SZ) closed at 248.27 CNY, increasing by 7.24% [7] - Penghui Energy (300438.SZ) closed at 24.20 CNY, up by 5.68% [7] Industry Data - In April, NEV wholesale sales reached 1,133,000 units, marking a year-on-year increase of 40.2% and a month-on-month increase of 0.4% [30] - BYD's NEV sales in April were 380,089 units, up by 0.71% month-on-month and 21.34% year-on-year [31] - Leap Motor's deliveries reached 41,039 units, reflecting a month-on-month increase of 10.63% and a year-on-year increase of 173.5% [31]