Market Overview - On June 24, A-shares major indices experienced fluctuations throughout the day, with total trading volume in the Shanghai and Shenzhen markets reaching 1.41 trillion yuan, an increase of 292 billion yuan compared to the previous trading day [1] - The solid-state battery concept stocks saw a significant surge, while sectors such as oil and gas, ports, and precious metals faced substantial declines [1] Key Stocks - Notable stocks in the solid-state battery sector included Nord Shares with a six-day consecutive rise, Xingye Shares with five rises in eight days, and Xiangtan Electric with four consecutive rises [2] - Other strong performers included Zhejiang Dongri in the brain-computer interface sector with five rises in six days, and Zhongjing Electronics in the PCB sector with four rises in five days [2] Stock Performance Data - Nord Shares (600110) closed at 6.24 yuan, up 10.05%, with a trading volume of 2.76 billion yuan and a turnover rate of 26.33% [3] - Zhejiang Dongri (600113) closed at 25.04 yuan, up 10.02%, with a trading volume of 666.1 million yuan and a turnover rate of 6.60% [3] - Zhongjing Electronics (002579) closed at 12.65 yuan, up 10.00%, with a trading volume of 2.976 billion yuan and a turnover rate of 41.52% [3] - Xingye Shares (826609) and Xiangtan Electric (002125) both saw significant gains of 49.99% [3] Trading Dynamics - A total of 72 stocks hit the daily limit up, with 14 stocks experiencing consecutive rises, and 18 stocks failed to maintain their limit up status, resulting in a sealing rate of 80% [4] - The top three net buying stocks on the Dragon and Tiger list were Guoxuan High-Tech, Guangxun Technology, and Ice River Network, with net purchases of 318 million yuan, 300 million yuan, and 201 million yuan respectively [5] Institutional Trading - Guangxun Technology saw a net institutional purchase of 76.19 million yuan, while Guoxuan High-Tech had a net institutional purchase of 63.78 million yuan [8] - The top three net selling stocks by institutions included Neimenggu Yiji, Taishan Petroleum, and Zhongjing Electronics, with net sales of 76.74 million yuan, 61.23 million yuan, and 57.39 million yuan respectively [9] Sector Insights - Guoxuan High-Tech is advancing in solid-state battery production, with its "Jinshi Battery" achieving a cell energy density of 350 Wh/kg and a capacity increase of 150% [10] - Guangxun Technology specializes in high-speed optical modules for cloud computing data centers and is expected to benefit from the growth of domestic internet markets [11] - Ice River Network, focused on online gaming, reported a revenue of 654 million yuan in Q1 2025, marking a year-on-year growth of 16.65% [12]

截至6月24日收盘，固态电池概念上涨4.45%，位居概念板块涨幅第2，板块内，205股上涨，利元亨、 信德新材、泰和科技等20%涨停，大东南、诺德股份、赛伍技术等涨停，振华新材、灵鸽科技、誉辰智 能等涨幅居前，分别上涨15.82%、14.49%、12.95%。跌幅居前的有宁新新材、海科新源、腾远钴业 等，分别下跌4.51%、4.16%、3.05%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 减速器 | 4.82 | 可燃冰 | -5.37 | | 固态电池 | 4.45 | 页岩气 | -3.04 | | 人形机器人 | 4.30 | 俄乌冲突概念 | -2.66 | | 汽车热管理 | 4.02 | 天然气 | -1.58 | | 钠离子电池 | 3.92 | 核污染防治 | -1.11 | | PEEK材料 | 3.87 | 中船系 | -1.09 | | 网约车 | 3.79 | 航运概念 | -0.99 | | 宁德时代概念 | 3.77 | 中韩自贸区 | -0.53 | | 一体化压铸 | ...

固态电池集体大爆发，概念股ST百利（维权）今日涨停，最新报5.5元/股，总市值26.97亿元。 去年5月6日，ST百利的股价因"戴帽"连续22个交易日跌停，最终于6月5日触底历史新低的1.33元/股。 之后，ST百利开启反弹之路，至今累计涨幅近293%，如果以最低价为基准，ST百利的股价翻了4倍多。 固态电池概念 资料显示，ST百利是一个为全球新材料、新能源和传统能源行业客户提供高端智能设备和黑灯智慧工厂一站式制造平台。 2017年，ST百利全资收购百利锂电，业务向新能源装备、成套产线行业延伸。 ST百利能为固态电池、固态电解质、硅碳负极等多个应用场景提供整套成熟的工艺流程和工艺设计包，在新能源锂电领域的客户包括当升科技、国轩高 科、宁德时代等。 近年来，因公司资金被实控人违规占用，ST百利的业绩持续下滑，已连续2年出现亏损。 2023、2024年，ST百利分别实现净利润-1.18亿元、-4.01亿元，同比下降1473.54%、240.31%。 | 今年一季度，ST百利实现营收3.18亿元，同比增加17.92%；归母净利润亏损3095.41万元，同比减亏。 | | --- | | | ■ 显示全部数据 | | ...

Market Performance - A-shares experienced a significant increase on June 24, with the Shanghai Composite Index rising over 1% to above 3400 points, and the ChiNext Index increasing over 2% [1] - The Shanghai Composite Index closed at 3420.57 points, up 1.15%, while the Shenzhen Component Index rose 1.68% to 10217.63 points, and the ChiNext Index gained 2.3% to 2064.13 points [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.4484 trillion yuan, an increase of over 300 billion yuan compared to the previous day [1] Sector Performance - The insurance and brokerage sectors saw strong performance, with stocks like Xiangcai Securities and Guosheng Financial hitting the daily limit, and Dongfang Caifu rising over 4% [2][4] - The insurance sector is expected to improve overall quality by 2025, with life insurance business quality enhancing and non-life insurance operations optimizing [5] Emerging Concepts - The autonomous driving sector saw a surge, with stocks like Sanyou Technology and Wanma Technology hitting the daily limit, reflecting strong market interest [6] - Tesla's launch of Robotaxi services in Austin, Texas, indicates a significant step towards the commercialization of autonomous driving technology [7][8] - The humanoid robot sector is also gaining traction, with companies like Liyuanheng and Zhaofeng Technology seeing substantial stock increases [9][11] Investment Opportunities - The rapid development of Tesla's humanoid robots presents significant opportunities for the supply chain, particularly for companies producing high-precision components and automation solutions [12]

全球大利好！伊朗、以色列正式停火，股市大涨，石油价格大跳水！ 一起看看发生了什么事情。 全球大涨 6月24日，伊朗、以色列宣布停火，结束了"12日"战争。 美国总统特朗普宣布伊朗与以色列之间已经实现停火，就在以色列紧急服务机构报告称伊朗袭击造成至少三人死亡之后不久。 特朗普在迪拜时间上午9:10左右通过"Truth Social"表示："停火协议已经生效，请不要违反它！" 以色列总理本杰明·内塔尼亚胡随后确认以色列同意停火，并称以色列已实现了其在伊朗的战争目标。 此前，德黑兰于周二上午向以色列发射了数轮导弹。以色列也随即加大了对伊朗的打击。 此次停火发生在一夜之间局势急剧升级之后：德黑兰为回应周末美军空袭，向卡塔尔的美军基地发射导弹。伊朗的这一行动早有预警—— 卡塔尔与美国事先收到通知，因此未造成人员伤亡。 特朗普称，这次对卡塔尔的袭击"很弱"，伊朗"已经发泄完了"，他甚至感谢德黑兰"提前通知了我们"。 一位白宫高级官员表示，特朗普是在周一直接与内塔尼亚胡通话后促成停火的。副总统J.D.万斯、国务卿马尔科·鲁比奥以及特使史蒂夫·维 特科夫与伊朗方面进行了直接或间接沟通。 以色列同意在伊朗不再发动进一步袭击的前 ...

Market Overview - The three major stock indices collectively rose, with the Shanghai Composite Index closing at 3420.57 points, up 1.15% [1] - The Shenzhen Component Index closed at 10217.63 points, up 1.68% [1] - The ChiNext Index closed at 2064.13 points, up 2.3% [1] - The total trading volume exceeded 1.4 trillion yuan, with over 4700 stocks rising and 578 stocks declining [1] Sector Performance - Battery concept stocks surged in the afternoon, with companies like Xinde New Materials, Liyuanheng, and Huasheng Lithium Battery hitting the 20% daily limit [4] - Solid-state batteries and humanoid robot concept stocks experienced significant gains, while sectors like oil and gas, shipping, and military industry saw notable pullbacks [5][7] - The financial technology, autonomous driving, computing power, AI applications, and consumer electronics sectors led the gains [5] Capital Flow - Main funds saw a net inflow into non-bank financials, power equipment, and computers, while there was a net outflow from oil and petrochemicals, transportation, and banking sectors [8] - Specific stocks like Dongfang Wealth, Dongxin Peace, and Guoxuan High-Tech received net inflows of 1.278 billion yuan, 591 million yuan, and 571 million yuan respectively [9] - Conversely, stocks such as Sifang Precision, Zhongji Xuchuang, and Zhongyida faced net outflows of 914 million yuan, 611 million yuan, and 410 million yuan respectively [10] Institutional Insights - Guorong Securities suggests that the market's volume rebound is likely to continue [12] - Zhongtai Securities notes that while the Shanghai Index has surpassed 3400 points, other major indices have not yet reached their upper resistance levels, indicating a lack of significant new capital entering the market [12] - Recommendations include avoiding heavily institutional-held stocks and rotating into sectors like military, pharmaceuticals, and photovoltaics, while being cautious of stocks with excessive short-term gains [12]

【导读】全球大利好，伊朗、以色列停火了 中国基金报记者 泰勒 全球大利好！伊朗、以色列正式停火，股市大涨，石油价格大跳水！ 一起看看发生了什么事情。 全球大涨 6月24日，伊朗、以色列宣布停火，结束了"12日"战争。 美国总统特朗普宣布伊朗与以色列之间已经实现停火，就在以色列紧急服务机构报告称伊朗袭击造成至少三人死亡之后不久。 特朗普在迪拜时间上午9:10左右通过" Truth Social "表示： " 停火协议已经生效 ， 请不要违反它！ " 以色列总理本杰明·内塔尼亚胡随后确认以色列同意停火，并称以色列已实现了其在伊朗的战争目标。 此前，德黑兰于周二上午向以色列发射了数轮导弹。以色列也随即加大了对伊朗的打击。 此次停火发生在一夜之间局势急剧升级之后：德黑兰为回应周末美军空袭，向卡塔尔的美军基地发射导弹。伊朗的这一行动早 有预警——卡塔尔与美国事先收到通知，因此未造成人员伤亡。 特朗普称，这次对卡塔尔的袭击"很弱"，伊朗"已经发泄完了"，他甚至感谢德黑兰"提前通知了我们"。 一位白宫高级官员表示，特朗普是在周一直接与内塔尼亚胡通话后促成停火的。副总统J.D.万斯、国务卿马尔科·鲁比奥以及 特使史蒂夫·维特 ...

6月24日连板股分析：连板股晋级率近5成 固态电池概念延续强势 今日共72股涨停，连板股总数14只，其中三连板及以上个股8只，上一交易日共17只连板股，连板股晋级率47.05%（不含ST股、退市股）。个股方面，全市 场超4700只个股上涨，连续第二个交易日逾百股涨超9%。高位股走势分化，一方面诺德股份晋级6连板，东信和平再创阶段新高走出12天6板，另一方面地 缘冲突题材大幅度调整，山东墨龙、通源石油、招商南油、准油股份等近20股跌停。板块方面，固态电池概念延续强势，诺德股份6连板，湘潭电化、兴业 股份4连板，泰和科技20CM2连板，权重股国轩高科涨停，消息面上，近期多家企业陆续披露了其在固态电池领域的最新进展和量产时间，板块催化密集。 | 连板数 | 晋级率 | 2025-6-24 | | --- | --- | --- | | 5 #6 | 1/1=100% | 诺德股份(固态电池) | | 3 #4 | 2/3=66% | 湘潭电化 (固态电池) | | 2进3 | 5/11=45% | 新通联(包装印刷) | | | | 浙江东日 (脑机接口) | | | | 英联股份(固态电池) | | 1讲2 | ...

Market Performance - The Shanghai Composite Index rose by 1.15%, reclaiming the 3400-point level, while the Shenzhen Component Index increased by 1.68% and the ChiNext Index surged by 2.3% [1][2] - The total trading volume of the Shanghai and Shenzhen stock markets exceeded 1.41 trillion yuan, an increase of 292 billion yuan compared to the previous trading day [1] Sector Performance - Solid-state battery stocks experienced a significant surge, with over 10 stocks, including Nord Shares, hitting the daily limit [1] - Robotics stocks rebounded, with Hangzhou Gear Forward and others reaching the daily limit [1] - Autonomous driving stocks were active, with Wanma Technology and others also hitting the daily limit [1] - In contrast, oil and gas stocks collectively fell, with Zhun Oil Shares hitting the daily limit down [1] - The sectors with the highest gains included solid-state batteries, humanoid robots, gaming, and autonomous driving, while oil and gas, ports, and precious metals saw the largest declines [1]

Group 1: Fuel Oil Futures and Gold Prices - Fuel oil futures main contract hit the limit down, reporting at 3065 yuan/ton with a decline of 9.02% [2] - International crude oil prices experienced a significant drop, while international gold prices also saw an expanded decline, with spot gold dropping over 1% [2] Group 2: Ceasefire Announcement - U.S. President Trump announced that the ceasefire between Israel and Iran is now in effect, urging not to violate it [4] - The ceasefire agreement includes two 12-hour ceasefire periods, with Iran initiating the first and Israel following with the second, leading to a formal end to the conflict after 24 hours [4] Group 3: Solid-State Battery Stocks - Solid-state battery concept stocks surged, with the Shanghai Composite Index rising over 1% in the afternoon session [5] - Notable stocks include Guoxuan High-Tech (002074) hitting the daily limit up, while Huasheng Lithium and Liyuanheng rose over 10% [6] - Upcoming conferences on solid-state battery technology are expected to catalyze further interest, with events scheduled for June 24-25 and July 3 [8]