新华财经上海6月24日电（林郑宏）6月24日，沪深三大股指集体走高，其中沪指收盘涨超1%，收盘再 度站上3400点整数关口，两市合计成交额超1.41万亿元。 板块方面，电池和人形机器人板块领涨市场，其中电池板块现涨停潮，国轩高科、龙蟠科技、诺德股 份、湘潭电化等多股涨停，板块指数涨幅接近4%。 | ← | 电池 630700 | O | | --- | --- | --- | | 领涨 | | 领跌 | | 名称 | 最新价 | 涨幅 | | 信德新材 | 39.52 | +20.01% | | 301349 | | | | 正业科技 | 8.12 | +10.33% | | 300410 | | | | 诺德股份 | 6.24 | +10.05% | | 600110 | | | | 国轩高科 | 30.53 | +10.02% | | 002074 | | | | 德新科技 | 17.91 | +10.01% | | 603032 | | | | 八川以 | 9.45 | | +10.01% | | --- | --- | --- | --- | | 002759 | | | | | 湘潭电化 | 14. ...

Market Overview - A-share market experienced a significant rebound, with the Tonghuashun Micro盘 stock index rising by 2.59% and the North证 50 index increasing by 3.65% [1] - Major overseas stock indices also saw gains, with Germany's DAX and Europe Stoxx 50 indices opening nearly 2% higher, and the UK FTSE 100 index rising by 0.66% [1] - The Shanghai Composite Index closed up 1.15%, surpassing 3400 points, while the Shenzhen Component Index rose by 1.68% and the ChiNext Index increased by 2.30% [1] - The total market turnover reached 14,479 billion, an increase of 3,011 billion from the previous day [1] Solid-State Battery Sector - Solid-state battery concept stocks continued to surge, with stocks like Liyuanheng hitting the daily limit [2] - The solid-state battery industry is experiencing rapid advancements, with multiple companies announcing mass production plans [3] - Key events include the Lithium Sulfide and Sulfide Solid-State Battery Technology Conference on June 24-25 and the Solid-State Battery Conference on July 3 [3] - Ion Storage Systems, a U.S. startup, has begun solid-state battery production, potentially impacting the smartphone and electric vehicle sectors [4] - Forecasts suggest that the solid-state battery industry will reach a critical phase for pilot production between 2025 and 2026, with commercialization expected by 2027 [4] - Solid-state batteries are anticipated to become a mainstream technology due to their high energy density, safety, and fast charging capabilities [4] Xiaomi Automotive Sector - Xiaomi automotive concept stocks saw a rise, with Haitai Technology increasing by over 14% [6] - Xiaomi announced the official launch of its first SUV, the Xiaomi YU7, scheduled for June 26, featuring long-range capabilities and advanced technology [8] - The Xiaomi YU7 will offer a standard range of 835 km and include features such as laser radar and a high-performance driving assistance system [8]

上证指数放量收涨1.15%，收复3400点；创业板指涨2.3%。 固态电概念股爆发，诺德股份、国轩高科、金龙羽涨停。 富国科创板新能源ETF溢价涨超9.4%；鹏华科创新能源ETF、汇添富电池50ETF、招商电池ETF涨超4%；电池 ETF嘉实、富国锂电池ETF、景顺长城电池30ETF、兴银电池龙头ETF、建信新能源车电池ETF、工银瑞信锂电 池ETF、广发电池ETF、易方达储能电池ETF、储能电池ETF广发涨超3%。 | 证券代码 | 证券商称 | 今日涨幅 | 管理人 | | --- | --- | --- | --- | | 588960.SH | 科创板新能源ETF | 9.44% | 昌国音关 | | 588830.SH | 科创新能源ETF | 4.71% | 腿在草等 | | 159796.SZ | 电池50ETF | 4.12% | 汇添富基金 | | 561910.SH | 电池ETF | 4.01% | 招商基金 | | 562880.SH | 电池ETF嘉实 | 3.92% | 量或音尖 | | 561160.SH | 锂电池ETF | 3.80% | 昌国音关 | | 159757.SZ ...

Group 1 - The "5th China International Solid-State Battery Technology Conference and 2025 Advanced Battery Materials and Intelligent Equipment Technology Exhibition" will be held in Hefei on June 19-20, 2025, focusing on solid-state battery technology and industry chain development [1] - CATL's 21C Innovation Laboratory published research results on lithium metal batteries in "Nature Nanotechnology," promoting the scaling application of solid-state batteries [1] - Several companies have disclosed advancements in solid-state battery materials and equipment, including silicon-carbon anodes, solid electrolytes, and dry film forming equipment, indicating a deepening industrial layout [1] Group 2 - Western Securities noted that domestic solid-state battery capacity construction is accelerating, with Ruigu New Materials' first phase of the sulfide solid electrolyte factory officially in production, and the second phase of the thousand-ton capacity construction is underway, expecting exponential growth by 2028 [1] - The rapid development of electric vehicles, humanoid robots, and eVTOLs, combined with stricter battery safety standards, is likely to accelerate the industrial application of solid-state batteries [1] - In May, the export value of inverters from China to Asia reached $313 million, a year-on-year increase of 27.92% and a month-on-month increase of 19.32%, while exports to North America were $41 million, with a year-on-year increase of 5.75% and a month-on-month increase of 44.39% [1] Group 3 - In the wind power sector, the State Power Investment Corporation's second batch of 2.5GW onshore wind turbine procurement opened bidding in 2025, with average prices exceeding 2000 yuan/kW for most segments, indicating a recovery in wind turbine prices and potential improvement in overall profitability [1]

Group 1 - The solid-state battery sector has recently experienced a significant upward trend, with the sector index rising by 3% and surpassing the 1000 mark [1] - Individual stocks have shown remarkable performance, with Nord Shares achieving six consecutive gains, Xiangtan Electric achieving four, and Lingge Technology and Liyuanheng both rising over 12% [2][3] - The market has seen substantial increases since April 9, with Haichen Pharmaceutical rising over 164% and Kexin Shares over 148%, indicating strong investor interest in solid-state battery stocks [3][4] Group 2 - The solid-state battery industry is accelerating its industrialization, supported by national policies and major companies like BYD and CATL actively investing in solid-state battery technology [7] - Solid-state batteries offer advantages over traditional liquid lithium batteries, including higher safety, energy density, longevity, and lower costs, making them a promising technology for various applications [8] - The market consensus suggests that 2027 will mark a significant milestone for small-scale production and demonstration of solid-state batteries, with expected shipments surpassing 1 GWh [9][10] Group 3 - The solid-state battery supply chain is extensive, involving both material and equipment sectors, with many companies positioned to benefit from this growth [12] - Investment strategies are focusing on two main lines in the materials sector: new solid-state electrolyte segments and existing materials benefiting from the solid-state battery industry [14] - Companies recommended for investment include CATL, BYD, and various material and equipment manufacturers, indicating a diverse range of opportunities within the solid-state battery market [14]

今天，A股三大指数集体上涨。截至收盘，上证指数上涨0.65%，深证成指、创业板指数分别上涨 0.43%、0.39%。 沪深两市成交额达到11226亿元，较上周五放量549亿元。整个市场有超过4400只个股上涨，下跌个股仅 800余只，个股涨跌幅的中位数为上涨1.34%。 周末，美军袭击伊朗核设施的消息，让市场担忧。不过，达哥昨天用两段历史走势告诉大家不必忧虑， 同时认为当前的走势类似于2024年3-4月的箱体震荡走势。 果然，早盘市场在消化担忧情绪后逐渐回升，并最终迎来了普涨行情。上证指数今天上穿了5日、10 日、20日、30日均线，走出了一阳穿四线的走势。 虽然出现了一阳穿四线的走势，但上证指数的涨幅略有不足，因此明天非常关键。假如明天再接再厉向 上攻，那么确定性就增加了。 6月16日，数字货币板块指数以中大阳线的方式，突破去年以来的三重顶。当天达哥在文章中指出，接 下来可以重点观察其能否成为阶段主线，且短期有望反复活跃。 需要重点提到的是，数字货币板块指数于5月27日、6月16日两次与大盘共振，且收出的都是中大阳线。 明天上午10时，国务院新闻办公室将举行新闻发布会。本次发布会将介绍中国人民抗日战争暨世界 ...

Group 1 - The core viewpoint is that the solid-state battery industrialization process is accelerating, with lithium sulfide becoming the mainstream electrolyte for mass production [2][3] - Major companies, such as SAIC Motor, announced advancements in solid-state batteries, with SAIC's solid-state batteries expected to be installed in vehicles by 2027 [2][3] - Guoxuan High-Tech's first all-solid-state experimental line has a designed capacity of 0.2 GWh and achieved a 90% yield rate through advanced coating technologies [2][3] Group 2 - The ionic conductivity of sulfide electrolytes has significantly improved by 60%, enhancing air stability and achieving breakthroughs in the capacity of anode and cathode materials [2] - Companies that have prioritized lithium sulfide production are expected to benefit from the growing demand, with Guanghua Technology's current production capacity at 300 tons per year, which can be expanded to 3,000 tons per year based on market needs [2] - The polyester bottle chip industry is undergoing joint production, with recent price increases noted, as factories announced nearly 20% production cuts [3] Group 3 - INEOS and Westlake Chemical are closing some chemical production capacities in Europe, including the closure of Westlake's bisphenol A and liquid epoxy resin facilities in the Netherlands [3] - Recommended stocks include leading chemical companies such as Wanhua Chemical, Hualu Hengsheng, and Hengli Petrochemical, among others [4][5] - Beneficiary stocks in various sectors include Guanghua Technology in the new materials sector and several companies in the chemical and agricultural sectors [4][5]

Macro Strategy - The Federal Reserve did not lower interest rates in June and removed the judgment of higher unemployment and inflation from its statement, indicating a more stagflationary economic outlook [1][11] - The Fed revised down the US GDP growth forecast for Q4 2025 from 1.7% to 1.4% and raised the unemployment rate forecast from 4.4% to 4.5% [11] - The PCE inflation forecast for Q4 2025 was increased from 2.7% to 3.0%, with core PCE rising from 2.8% to 3.1% [11] Industry Analysis - In April 2025, the domestic installed capacity of new energy increased by 214.7%, with 45.22 GW added, marking the highest monthly increase for solar power in the first half of the year [5][17] - The global solar market is expected to grow, with a forecasted 10% increase in new installations in 2025 under neutral conditions, and up to 30% under optimistic scenarios [17] - The wind power sector is experiencing growth, with a 20% increase in land wind turbine bidding in the first five months of 2025 [17] Company Recommendations - BaiRun Co., Ltd. is expected to achieve revenues of 3.5 billion, 4 billion, and 4.7 billion yuan from 2025 to 2027, with net profits of 810 million, 970 million, and 1.18 billion yuan respectively, maintaining a "buy" rating [6][19] - YaSheng Pharmaceutical is projected to see rapid revenue growth, with forecasts of 519 million yuan and 3.215 billion yuan for 2025 and 2026, respectively, also maintaining a "buy" rating [7] - Top Cloud Agriculture is expected to benefit from the development of smart agriculture, with projected revenues of 659 million, 875 million, and 1.136 billion yuan from 2025 to 2027, receiving a "buy" rating [8]

上周五，沪指盘中维持震荡整理走势，深证成指、创业板指弱势下探。截至收盘，沪指微跌0.07%报 3359.9点，深证成指跌0.47%报10005.03点，创业板指跌0.84%报2009.89点，上证50指数涨0.31%，沪深 北三市合计成交10919亿元，较此前一日减少近1900亿元。行业方面，石油、传媒、汽车等板块走低， 保险、酿酒、银行、半导体等板块拉升，复合铜箔、新型电池、航运概念、光刻机概念等活跃。 油价或将持续高位波动 据央视新闻报道，当地时间6月21日，美国投掷了六枚钻地弹用于袭击伊朗福尔多核设施，美国还向伊 朗其他核设施发射了30枚"战斧"导弹。21日，美国总统特朗普在其社交媒体"真实社交"上发文称，美国 已完成对伊朗福尔多、纳坦兹和伊斯法罕三处核设施的袭击。另据路透社消息，美国官员称，美国B-2 轰炸机参与了对伊朗核基地的打击。北京时间6月22日早上，特朗普发表讲话，称伊朗关键的核浓缩设 施已被彻底摧毁。美国和以色列作为一个团队进行了密切合作。如果伊朗不能实现和平，美国会继续攻 击。 中信证券指出，随着美国加入攻击伊朗核设施，中东形势有进一步扩大趋势，预计油价将大幅上行，短 期内油价将持续高位波 ...

Summary of Solid-State Battery Industry Conference Call Industry Overview - The solid-state battery industry is supported by a 6 billion yuan fund from the Ministry of Industry and Information Technology, with preliminary acceptance expected this year. [1] - Major players like CATL and BYD are anticipated to push for partial mass production by the second half of 2026, with large-scale vehicle testing expected in 2027 and commercial operations in the automotive market projected for 2029-2030. [1][2] Key Investment Areas - The primary investment focus in the solid-state battery sector includes three growth areas: materials, lithium metal anodes, and lithium sulfide. [4] - Lithium metal anodes are seen as having a higher energy density ceiling in the long term, while the lithium sulfide route is considered to have high certainty but is still in the process of refining its manufacturing techniques. [1][6] Technological Insights - The solid-state battery development is characterized by multiple technological routes running in parallel, with lithium metal anodes being particularly important. [10] - Current manufacturing methods for lithium metal anodes include: - **Rolling Method**: Mature technology, represented by Tian Tie Technology. - **Evaporation Coating Method**: Leading technology, represented by Ying Lian Co., which has collaborated with Japanese firms. - **Liquid Phase Method**: Still in the experimental stage, represented by Zhong Yi Technology and Dao Shi Technology. [7] Equipment and Production Techniques - Dry processing equipment offers significant advantages in solid-state battery production, including cost savings and environmental benefits. Key companies in this area include Hong Gong Technology and Na Kuo Nuo Er. [8][9] - The dry processing line for anodes is expected to be operational by the second half of 2025, while the cathode dry processing may take until 2026. [9] Future Development Trends - The initial application of solid-state batteries will likely be in robots, low-altitude aircraft, and AI wearable devices, where energy density improvements are significant, even if costs are high. [5] - The industry is expected to see larger-scale vehicle testing by 2027, but economic viability will not be achieved until later. [8] Challenges and Considerations - The solid-state battery industry faces challenges in the industrialization of lithium metal anodes and solid-state electrolytes, which are crucial for achieving higher energy densities. [11][12] - The development of lithium-rich manganese-based cathode materials is promising due to their ability to withstand higher voltage environments, but they are still in early industrialization stages. [13] Emerging Technologies - Potential changes in current collectors include nickel-copper alloy treatments and composite copper foils, which can enhance performance and lifespan of anodes. [14] - New technologies in solid-state battery equipment, such as laser devices for lithium anode processing and isostatic pressing equipment, are emerging but require time for domestic production and scaling. [15] Conclusion - The solid-state battery industry is poised for significant advancements, with a focus on key areas such as lithium metal anodes, dry processing technologies, and emerging materials. Investment strategies should prioritize these growth segments while monitoring the development of new technologies and market acceptance. [16]