吨和2.10万元/吨，近两周价格持稳；负极材料石墨化高端、低端分别报价0.96万元/吨和 0.80万元/吨，近两周价格持稳。电解液：六氟磷酸锂报价5.17万元/吨，近两周下跌0.96%； 磷酸铁锂电解液报价1.78万元/吨，三元电解液报价2.34万元/吨，近两周价格持稳。隔膜： 湿法隔膜均价为0.75元/平方米，干法隔膜均价为0.43元/平方米，近两周价格持稳。动力电 池：方形磷酸铁锂电芯市场均价为0.31元/Wh，方形三元电芯市场均价为0.42元/Wh，近两周 分别-8.82%和-4.55%。 周观点：本周固态电池题材持续活跃，多家公司公布了其在固态电池领域的最新进展。 固态电池产业化进程呈加速之势，为产业链的材料体系和设备环节迭代升级带来结构性增量 需求。关注在固态电池核心材料固态电解质、新型正负极、单壁碳纳米管等材料环节拥有技 术和产能先发优势的公司，以及在固态电池核心工艺设备环节积极布局的锂电设备公司。以 旧换新补贴政策加力扩围持续显效，近期五部委组织开展2025年新能源汽车下乡活动，政策 持续促进终端需求释放，预计6月新能源汽车市场半年度冲量，有望带来销量继续保持快速 增长。可再生能源持续发展及新型 ...

地点 中国·上海 关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 2025(第三届)中国固态电池 技术发展与市场展望高峰论坛 邀请函 时间 7月8-9日 参会费用： 免费 企业赞助参会： 赞助方案详询主办方 注： 本次会议不接受空投参会，仅限提前报名者免费参加。未提前报名的人员，如需现场报名，需缴纳会 议报名费，请有意参会者及时完成提前报名流程。 会议报名 ICCSIN O ▼ 19921233064(微信同) -主办- 鑫椤资讯 论坛议题 I C C S I N O 参会费用 I C C S I N O ...

Core Insights - The overall number of stocks hitting the daily limit rose to 54, with 9 stocks in consecutive limit-up status, a significant decrease in the advancement rate of consecutive limit-up stocks to 19.04% from the previous day [1] Group 1: Market Performance - The market saw over 3,300 stocks rise, but short-term sentiment continued to cool down, leading to a substantial drop in the advancement rate of consecutive limit-up stocks [1] - Notable stocks such as Quan Oil and New Tonglian experienced significant declines, impacting overall market sentiment [1] Group 2: Sector Trends - Recent popular sectors showed a pattern of rising and then falling, with significant losses for those who blindly chased high prices [1] - Specific sectors like solid-state batteries and stablecoins faced notable declines, with stocks such as Pulu Tong and Cangzhou Mingzhu dropping after initial surges [1] Group 3: Emerging Trends - Afternoon trading saw a resurgence in interest for stocks related to zodiac themes, with several stocks featuring the character "马" (horse) hitting the daily limit [1]

行 业 锂电池产业链 超配（维持） 锂电池产业链双周报(2025/06/13-2025/06/26) 5 月全球锂电池产量保持快速增长 2025 年 6 月 27 日 投资要点： 分析师：黄秀瑜 SAC 执业证书编号： 行情回顾：截至2025年6月26日，锂电池指数近两周上涨3.80%，跑赢沪 深300指数2.42个百分点；锂电池指数本月至今累计上涨4.25%，跑赢沪 深300指数1.50个百分点；锂电池指数年初至今上涨1.35%，跑赢沪深300 指数1.06个百分点。 周 报 锂电池产业链近两周价格变动： 锂电池指数走势 锂盐：截至2025年6月26日，电池级碳酸锂均价6.16万元/吨，近两周下 跌0.16%；氢氧化锂(LiOH 56.5%)报价6.39万元/吨，近两周下跌3.62%。 正极材料：磷酸铁锂报价3.03万元/吨，近两周价格持稳；NCM523、NCM622、 NCM811分别报价11.25万元/吨、12.10万元/吨、14.55万元/吨，近两周 价格持稳。负极材料：人造石墨负极材料高端、低端分别报价4.85万元/ 吨和2.10万元/吨，近两周价格持稳；负极材料石墨化高端、低端分别报 价0.96万 ...

盘面上，银行股领跌，油气、保险、电力、白酒跌幅靠前，固态电池、AI应用概念股调整。算力产业链走强，CPO、铜连接方向 领涨。 6月27日，三大股指收盘涨跌不一，上证指数报收3424.23点，跌0.7%；深成指报收10378.55点，涨0.34%；创业板指报收2124.34 点，涨0.47%。全市场超3300只个股上涨，超1700只个股下跌。 | 全A 涨 3379 平 267 | | 跌 1771 | | | --- | --- | --- | --- | | A股重要指数 | | | | | 名称 最新 涨跌 | | | 张帽 | | 上证指数 3424.23 -24.22 | | | -0.70% | | 深证成指 10378.55 +35.07 | | | +0.34% | | 北证50 1439.63 +15.06 | | | +1.06% | | 创业板指 2124.34 +9.91 | | | +0.47% | | 第四财经 -- | | | | | 两市近5日成交额 | | | (单位:亿元) | | 16028 | 15832 | | 15411 | | 14146 | | | | | 112 ...

Group 1: Stablecoin Regulation in the US - The US Senate passed the "Guidance and Establishment of the US Stablecoin National Innovation Act," establishing regulatory rules for stablecoins pegged to the US dollar, marking a significant development in the $250 billion stablecoin market [1] - The US aims for the stablecoin market to expand to $3.7 trillion by 2030, with stablecoin issuers potentially becoming one of the largest holders of US Treasury bonds [1] - The push for stablecoins is not only to mitigate US debt risks but also to enhance the influence of the US dollar in the global financial system, which could undermine other sovereign currencies [1] Group 2: Virtual Asset Trading Licenses in Hong Kong - Hong Kong's Securities and Futures Commission approved 40 institutions to provide comprehensive virtual asset trading services, with Guotai Junan International becoming the first Chinese broker to receive such a license [2] - Following the approval, Guotai Junan International's stock surged nearly 200%, significantly impacting the Hong Kong Chinese broker index, which rose by 11.75% in a single day [2] - Other approved institutions include Tianfeng International, Huafu Securities, Futu Securities, and several others, indicating a growing interest among Chinese brokers in virtual asset trading licenses [2] Group 3: ETF Market Activity - In May, Galaxy Securities led the Shanghai Stock Exchange in ETF holdings with a 24.63% share, while Huatai Securities topped the trading volume with an 11.30% market share [3] - The trading activity indicates a shift in dynamics, with Huatai Securities and CITIC Securities showing strong performance in transaction volume, while Galaxy Securities' trading volume share decreased [3] - The resurgence of interest in Hong Kong ETFs is highlighted by the reappearance of Hong Kong Yu Information in the top 30 trading volume list, reflecting renewed investment enthusiasm [3] Group 4: Honor's IPO Initiation - Honor Technology Co., Ltd. has initiated its IPO process, with the China Securities Regulatory Commission approving its listing guidance, aiming for completion between January and March 2026 [4] - The company, established in April 2020, has a registered capital of approximately 3.22 billion yuan and is classified under the computer, communication, and other electronic equipment manufacturing industry [4] - The IPO guidance involves multiple phases, including preliminary investigations and compliance checks, leading up to the submission of the IPO application [4] Group 5: Rongchang Bio's Partnership and Market Reaction - Rongchang Bio announced a collaboration and licensing agreement with Vor Bio, which includes an upfront payment of $45 million and potential milestone payments up to $4.105 billion [5][6] - Following the announcement, Rongchang Bio's stock experienced a significant decline, with A-shares dropping over 18% and H-shares falling more than 11% [6] - Concerns arose regarding the early relinquishment of global rights for a key product, raising doubts about Vor Bio's operational capabilities after reports of severe downsizing [6] Group 6: Nord Shares' Stock Performance and Inquiry - Nord Shares halted its "7 consecutive boards" streak, with stock price fluctuations prompting regulatory inquiries due to significant trading anomalies [7] - The company is investigating potential undisclosed relationships involving its controlling shareholders, while also addressing its involvement in solid-state battery technology [7] - Despite claims of innovation, Nord Shares indicated that revenue from solid-state battery applications remains minimal, highlighting competitive challenges in the market [7] Group 7: Fund Companies' Investment Strategies for the Second Half - Fund companies are optimistic about investment opportunities in the A-share market for the second half of the year, particularly in the technology sector [9][10] - Focus areas include AI-related companies and smart driving technologies, with expectations of new investment opportunities emerging as market perceptions evolve [9] - Additionally, there is interest in high-dividend blue-chip stocks and deep value strategies, as well as the potential for growth in Hong Kong stocks due to increased IPO activity and foreign investment [11][12]

春哥祝各位平安吉祥、万事如意。前天收盘文章预测市场震荡，结果昨天上涨被打脸，私密处提到接下 来两天震荡概率大，今日日线回踩，预计短线震荡未结束，支撑位在3400 - 3420点区域。市场突破后回 踩切线是吸纳机会，重点是方向和个股选择。沪指创新高银行股功劳大，但不代表多数人赚钱。接下来 看好金融科技、科技、人形机器人、固态电池、生物医药五大赛道，科技股和人形机器人或补涨。选股 关注超跌+滞涨加热门题材。银行上涨有虹吸效应，但成交量能维持就不是大事。春哥私募圈子分享板 块和个股教学案例，现圈子封闭。还提到上证指数创今年新高、A股总市值刷新纪录，最后分享生活感 悟并提醒操作及风险。 本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 股票名称 板块名称 ["金融科技（券商）","科技","人形机器人","固态电池","生物医药"] A股市场、银行股、题材股 看多看空（看多） 文章认为市场已形成突破，回踩切线后是投资者逢低吸纳的机会，对于优质超 跌类股票不用在意短期震荡；还看好科技股和人形机器人方向的补涨轮动；场子热起来热钱会涌 向高弹性题材股，因此整体对A股看多。 和讯自选股写手 风险提示：以上内容仅作 ...

《金牌纪要库》是财联社VIP倾力打造的一款高端会议纪要类产品，结合财联社的媒体资源和行业圈层 优势，为投资者提供全面、深入的市场及行业洞察，以及专业分析和解读。 ①固态电池产线设备交付已开启！干法制备设备占产线投资额的30%-40%，这些厂商已成功研发干法电 极膜和干法辊压设备产品；②产线投资额较锂电翻倍，这家设备厂商在前段和中段领域均全面布局；②金 属锂负极技术路线较硫化锂电解质更明确，这两家企业的金属锂负极产品业绩增长确定性或更高。 前言 ...

Core Viewpoint - The A-share market experienced a collective decline on June 26, with the Shanghai Composite Index closing at 3448.45 points, while the banking sector showed resilience by gaining over 1% [1][3]. Market Performance - The Shanghai Composite Index fell by 0.22%, and the ChiNext Index dropped by 0.66%, with a total of 3609 stocks declining and only 1621 stocks rising [3]. - The total trading volume for the day reached 15831.78 billion yuan [3]. Sector Performance - Among 31 primary industry sectors, 8 sectors saw gains, notably the banking sector which rose by 1.01%, and the communication and defense sectors also performed well [5][6]. - The automotive, non-bank financial, pharmaceutical, and beauty care sectors all experienced declines exceeding 1% [9]. Institutional Investment - Recent significant gains in the financial sector indicate that institutional capital is entering the market, providing stability [1][7]. - A policy issued on June 24 aims to boost consumption and is expected to attract more medium to long-term funds into the A-share market [8]. Technical Analysis - The current market adjustment is characterized as a normal technical correction, with no signs of panic selling [10]. - The market is transitioning from being influenced by external events to being driven by internal policies, focusing on industry development and demand [10]. Investment Strategy - Investors are advised to focus on sectors with strong performance potential, particularly technology growth and high-dividend stocks, while avoiding overvalued sectors [12][14]. - The market is expected to continue its upward trend, but the sustainability of this trend will depend on economic recovery, policy support, and changes in capital flow [12][13].

消息面上，小米于昨晚发布首款SUV小米YU7，三分钟大定20万台，一小时大定突破28.9万台，相当于 公司之前宣布的2025年全年出货目标的82.5%，超出市场预期。华泰证券认为，小米YU7标准版/PRO 版/MAX版定价25.35/27.99/32.99万元，同等车型低于特斯拉定价（起售价26.35万元），符合市场预 期。浙商证券认为，YU7有较大可能复制SU7的成功，获得该价格带Tesla Model Y系列车型的大部分份 额。 近期固态电池概念热度较高。申万宏源证券认为，行业全固态电池有望于2025年年底实现产品定型， 2026年逐步验车测试，2027年产业链进入规模化降本阶段。随着未来全固态电池量产装车，新能源车的 续航里程有望得到较大突破，相较于燃油车的市场竞争力也有望大幅提升。在没有"里程焦虑"的情况 下，新能源车或加速普及，渗透率有望再上一个台阶。 6月27日午后，港股三大指数悉数下跌。盘面上，科网股涨跌不一，AI医疗概念股普涨，有色金属概念 涨幅居前，中资券商股活跃。近期热度较高的恒生科技指数ETF（513180）跟随指数震荡，持仓股中， 小鹏汽车、蔚来、比亚迪股份等跌幅居前，阿里健康、小米集 ...