Market Overview - Gold stocks surged, with coal, automotive, port, and pharmaceutical sectors leading the gains, while solid-state battery concept stocks were active. However, nearly 3600 stocks in the market declined [1][4]. - On May 21, major A-share indices saw slight increases, with the Shanghai Composite Index rising by 0.21%, Shenzhen Component Index by 0.44%, ChiNext Index by 0.83%, and North Star 50 Index by 0.39%, reaching a new historical high [1][2]. Sector Performance - The solid-state battery concept experienced a breakout, with stocks like Jinlongyu, Guoxuan High-Tech, and Lingpai Technology seeing significant activity [4]. - Pharmaceutical stocks remained active, with companies such as Sanofi, Shuyitai, and Haichen Pharmaceutical hitting the daily limit [5]. Capital Flow - Main capital flows showed a net inflow into battery, automotive, and precious metal sectors, while there was a net outflow from semiconductor, general equipment, and consumer electronics sectors [6]. - Specific stocks like Jianghuai Automobile, Hongbaoli, and Guoxuan High-Tech saw net inflows of 1.073 billion, 792 million, and 658 million respectively. Conversely, stocks like O-film, Chengfei Integration, and Zhaoyi Innovation faced net outflows of 839 million, 836 million, and 541 million respectively [7]. Institutional Insights - Jifeng Investment noted that the acceleration in solid-state battery research and development, along with continuous new information, is beneficial for stock price volatility [8]. - Dongfang Securities highlighted that the peak financing period in domestic and international bond markets in May and June, along with economic expansion, may lead to a decline in remaining liquidity. They suggested that the market could shift focus towards more certain opportunities in the consumer sector [9]. - Gaoping Juneng Capital observed that despite the lack of enthusiasm for major weight sectors in a trillion-yuan trading environment, market funds are still seeking opportunities, particularly in smaller themes. The overall market is awaiting new stimulus policies to bring vitality and direction [9].

收评：创业板指冲高回落涨0.83% 固态电池、创新药概念股集体走强 智通财经5月21日电，市场全天冲高回落，三大指数小幅上涨。大小指数走势分化，权重股走势偏强，宁德时代涨超4%，中小盘股普跌。沪深两市全天成交 额1.17万亿，较上个交易日放量37.8亿。盘面上，市场热点较为杂乱，个股跌多涨少，全市场超3600只个股下跌。从板块来看，固态电池概念股集体大涨， 国轩高科等多股涨停。创新药概念股震荡走强，三生国健涨停。黄金概念股表现活跃，莱绅通灵涨停。下跌方面，机器人概念股展开调整，恒而达跌超 10%。板块方面，黄金、固态电池、创新药、煤炭等板块涨幅居前，化学纤维、PEEK材料、AI语料、可控核聚变等板块跌幅居前。截至收盘，沪指涨 0.21%，深成指涨0.44%，创业板指涨0.83%。 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | -3387.57 | -10294.22 | -2065.39 | | +7.09 +0.21% | +45.05 +0.44% | +16.93 +0.839 | | 700 | THE | the control | 封板率 版导表现 74 ...

【导读】固态电池概念走高，汽车板块拉升 中国基金报记者 晨曦 5月21日上午，A股市场窄幅震荡，主要指数红多绿少。截至午间收盘，上证指数涨0.39%，深证成指涨 0.53%，创业板指涨0.99%。全市场半日成交额为7789亿元，超3500只个股飘绿。 | ਵੇਂ A | 涨 1634 | 平 212 | 跌 3565 | | | --- | --- | --- | --- | --- | | 序号 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 | | 1 | 000001 上证指数 | 3393.49 | 13.02 | 0.39% | | 2 | 399001 | 深证成指 10303.99 | 54.82 | 0.53% | | 3 | 899050 北证50 | 1493.14 | 19.15 | 1.30% | | ব | 881001 万得全A | 5161.89 | 11.00 | 0.21% | | 5 | 000688 科别20 | 998.79 | 1.12 | 0.11% | | 6 | 399006 创业板指 | 2068.65 | 20.19 | 0.99% | | 7 | 0003 ...

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。 ...