A股：截止发稿，沪指跌0.33%，深成指跌0.16%，创业板指跌0.06%。 港股：截止发稿，恒指跌0.86%，恒科指跌0.82%。 | 代码 | 名称 两日图 | | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | H2l | 恒生指数 | WN. | 23505.74 | -204.95 | -0.86% | | HSTECH 恒生科技 | | WAH | 5171.73 | -42.68 | -0.82% | | HSCEI | 恒生中国企业指 ~~ | | 8511.89 | -82.30 | -0.96% | 债市：国债期货上涨，截止发稿，30年期主力合约涨0.23%，10年期主力合约涨0.05%，5年 期主力合约涨0.03%，2年期主力合约涨0.01%。 6月19日周四，A股早盘震荡走低，三大股指集体下跌，科创板走强，固态电池、锂电池等概念股活 跃，半导体上涨，核电、稳定币等概念股调整。港股低开低走，恒科指一度跌1%，科网股多数下跌， 新消费三宝继续调整，老铺黄金跌3.5%。债市方面，国债期货上涨。核心市场走势： | 代码 | 名称 ...

Group 1 - The solid-state battery concept continues to show strong performance, with Xiangtan Electric and Fengyuan Co., Ltd. both hitting the daily limit up [1] - Other companies such as Haike New Energy, Nord Co., Ltd., Huasheng Lithium Battery, and Fangyuan Co., Ltd. also experienced gains [1] - The Fifth China International Solid-State Battery Technology Conference and the 2025 Advanced Battery Materials and Intelligent Equipment Technology Exhibition is scheduled to take place on June 19-20, 2025 [1]

智通财经6月18日电，午后固态电池概念震荡回升，金银河、信宇人双双涨超10%，此前普路通涨停， 骄成超声、赢合科技、英联股份、宁新新材等跟涨。消息面上，首届"硫化锂与硫化物固态电池论坛"将 于6月25日在苏州召开。论坛涉及的议题包括全球硫化锂最新技术与产业化应用进展，硫化物固态电解 质和硫化物固态电池的应用等。 固态电池概念震荡回升 金银河、信宇人涨超10% ...

Group 1 - A-share market is supported by the upcoming Lujiazui Forum, with financial sectors showing strength, indicating potential policy speculation [1] - Tensions in the Middle East are escalating, with Israeli Prime Minister Netanyahu stating that actions against Iran will continue, and Trump leaving the G7 summit early due to the situation, heightening market anxiety [1][3] - Despite initial strength in gold and oil prices, the market remains skeptical about further deterioration in the Middle East, leading to a reduction in price increases [3] Group 2 - The market is experiencing conflicting messages regarding potential talks and military actions, particularly affecting international oil trading strategies [5] - A notable trend in A-shares is the "end-of-month effect," where high-flying stocks often see profit-taking as the month closes, suggesting caution for investors [7] - The stock of Brain Rejuvenation Technology (RGC.US) surged by 283%, reaching a market cap of over $29.6 billion, significantly impacting related sectors in A-shares [8] Group 3 - New tax refund policies for overseas travelers in Dalian and Hubei are set to take effect in July 2025, which could influence retail sectors [10] - Micron has announced plans to halt production of DDR4/LPDDR4 chips, indicating a supply-demand imbalance in the memory market, which may affect related stocks [12] - The solid-state battery sector is gaining traction, with several companies experiencing significant stock price increases due to strong demand and positive market sentiment [18][17] Group 4 - The coal, public utilities, oil and petrochemicals, transportation, and retail sectors are leading in performance, while pharmaceuticals, beauty care, media, textiles, and light manufacturing are lagging [20] - The human brain engineering sector saw a rise of 3.34%, while the innovative drug sector experienced a decline of 2.81%, reflecting market volatility [21]

Core Viewpoint - The solid-state battery sector is experiencing significant stock price increases, particularly for companies like Keheng Co., Ltd. (科恒股份), Jin Yinhe (金银河), and Dexin Technology (德新科技), despite their poor financial performance and ongoing losses [1][2][3] Company Performance - Keheng Co., Ltd. reported a cumulative loss of 11.72 billion yuan over three years, with a net profit of -1.92 billion yuan in 2024, although it showed a 117.15% improvement in net profit compared to the previous year [2][4][5] - The company's revenue for 2024 was 21.23 billion yuan, down 29.92% from the previous year, with significant declines in both its new energy cathode materials and intelligent equipment segments [5][6] - Jin Yinhe's revenue for 2024 was 15.09 billion yuan, a decrease of 33.00% from the previous year, and it reported a net loss of 807.15 million yuan [10] - Dexin Technology's revenue for 2024 was 3.64 billion yuan, down 35.22% from the previous year, with a net loss of 1.51 billion yuan [10][11] Industry Trends - The solid-state battery sector is anticipated to undergo critical technological breakthroughs in the next 3 to 5 years, with expectations for commercial applications and increased market share for sodium-ion batteries [8] - The market for new energy cathode materials and intelligent equipment is rapidly growing, with China becoming a leading manufacturer and exporter of lithium battery materials [8] - The lithium battery equipment market reached 90 billion yuan in 2023, with a projected decline to 75 billion yuan in 2024, indicating volatility but an overall positive trend [8][9]

Market Overview - A-shares experienced a rebound on June 11, with the Shanghai Composite Index returning to 3,400 points, closing up 0.54%, while the Shenzhen Component Index rose by 0.89% and the ChiNext Index increased by 1.29% [1] Factors Influencing Market Strength - Trade negotiations have shown new progress, contributing to the strength of the Asia-Pacific markets [2] - Foreign institutions are reassessing Chinese assets, with Morgan Stanley noting an increased willingness among international investors to allocate to Chinese stocks [2] - Several automotive companies, including BYD, have committed to standardizing payment terms to within 60 days, which is expected to alleviate supply chain pressures and accelerate industry consolidation [2][5] - The U.S. stock market saw all three major indices rise, reaching at least three-month highs, with technology and semiconductor stocks performing strongly [2] Sector Performance - The financial sector saw significant gains, with securities, insurance, futures, and internet finance stocks collectively rising, including a limit-up for Xinda Securities [4] - The automotive supply chain experienced a surge, with over ten stocks, including Meichen Technology and Xinrui Technology, hitting their daily limit [5] - Solid-state battery concepts became active again, with Dexin Technology achieving four consecutive limit-ups, driven by plans from major automakers to launch new models featuring solid-state batteries [6] Individual Stock Highlights - N Yingshi's stock surged by 285% on its first trading day, focusing on consumer and professional smart imaging devices [3] Institutional Insights - Huatai Securities suggests that the market may continue to experience a "top and bottom" scenario, with attention on upcoming events like the Lujiazui Forum and FOMC meeting for market direction [7] - Shenwan Hongyuan indicates that the A-share market is likely to remain in a consolidation phase, with a potential return to a structural bull market depending on technological breakthroughs [8] - Dongfang Securities notes that market movements are still influenced by both internal and external factors, maintaining a "range-bound and active themes" market structure [9]

固态 电池概念股再度走强， 德新科技4连板， 腾远钴业、 雄韬股份、 宁新新材、 科恒股份涨超5%， 金银河、 道氏技术、 蓝海华腾、 新宙邦、 北汽蓝谷、 龙蟠科技等跟涨。消息面上， 兴业证券认为， 多家主流车企计划推出搭载 固态电池的新车型。目前固态电池材料体系已基本定型。预计2025年下半 年将成为固态电池中试线落地、材料与设备定点的双重关键节点。 ...

Group 1: Market Overview - The A-share market experienced a narrow fluctuation in the morning and accelerated decline in the afternoon, with the Shanghai Composite Index closing at 3384.82 points, down 0.44% [1] - The Shenzhen Component Index closed at 10162.18 points, down 0.86%, and the ChiNext Index closed at 2037.27 points, down 1.17% [1] - The total market turnover was 145.12 billion yuan, an increase of 13.86 billion yuan compared to the previous trading day [1] Group 2: Sector Performance - Market hotspots were mixed, with more stocks declining than rising; sectors such as port shipping, innovative drugs, and rare earth permanent magnets saw gains, while semiconductors and the internet sectors weakened [1] - Solid-state battery concept stocks were notably active, with several stocks hitting the daily limit, including Jin Yinhe and Keheng Shares, both closing up by 20% [1] - The port shipping sector showed strength, with stocks like Guohang Ocean and Huaguang Source Sea hitting the daily limit, and Ningbo Port expecting a 7.1% increase in container throughput by May 2025 [2] Group 3: Industry Insights - Solid-state batteries are positioned as the next-generation battery technology with high energy density, safety, longevity, and low cost, driven by applications in new energy vehicles, low-altitude economy, and robotics [2] - The solid-state battery industry is expected to see significant catalysts as mass production approaches, benefiting related materials and equipment [2] - OPEC+'s continued production increase is providing additional demand for VLCC (Very Large Crude Carrier) shipping, primarily driven by Middle Eastern oil exports to Asia [2] Group 4: Market Outlook - CICC anticipates that market volatility may be low initially and then increase, with the index expected to stabilize and rise in the latter half of the year [3]

Core Viewpoint - The solid-state battery concept in the A-share market has gained renewed attention, with multiple stocks experiencing consecutive price increases, prompting companies to clarify their involvement in this sector [1][2][3] Group 1: Company Announcements - Yongjin Co., Ltd. experienced a price surge, reaching a market value of 7.1 billion yuan, but clarified that its main business is the research, production, and sales of cold-rolled stainless steel, not solid-state batteries [1] - Dexin Technology's stock price has also risen significantly, with its subsidiary focusing on precision molds and components for lithium battery production, but it does not directly produce solid-state batteries [1][2] - Jinying Co., Ltd. confirmed its main business includes textiles and lithium battery materials, with its lithium battery materials revenue for 2024 projected at 21.72 million yuan, representing only 1.70% of its main business income [2] Group 2: Market Trends - The solid-state battery concept has seen a 5% increase in the Wind solid-state battery concept index since June, and approximately a 23% increase over the past year [2] - Research indicates that several automotive and battery companies plan to ramp up solid-state battery production capabilities and timelines starting in 2025, with semi-solid batteries expected to be implemented in high-end models and energy storage sectors in the short term [3] - The long-term outlook suggests that all-solid-state batteries will set the next generation of energy storage standards and open up trillion-dollar markets in emerging fields such as low-altitude economy and humanoid robotics [3]

以下文章来源于格隆汇投资学苑 ，作者格隆汇小编 格隆汇投资学苑 . 中国领先的全球投资研究平台。全球视野，下注中国！让普通的投资者能够享受到专业的投研服务，让 每一个个体的投资之路不再孤单和艰难。 今日 ， A 股市场 进入 震荡，三大指数 均收阴 ，上证指数 跌 0. 44 % ， 收至 3384.82 点 ；深证成指下跌 0. 86 % ，创业板指跌幅 达 1.17 % 。沪深 两 市 全天 成交额达 14154 亿元，显示市场活跃度维持在较高水平，但个股呈现普跌态势，超 400 0 只个股飘 绿，结构性分化特征凸显。 一、领涨板块：防御与成长共舞 1 、 银行板块今日成为稳定市场的核心力量。兴业银行股价刷新历史高点，民生银行、南京银 行、长沙银行等均创下阶段新高。这一强势表现源于多重政策红利：国企考核优化、保息差政 策落地、地方债务置换推进及金融互换便利等政策组合拳，为银行业筑牢根基。在市场震荡 期，银行股高股息与避险属性成为资金 " 避风港 " 。 2 、 创新药板块延续强劲涨势，昂利康、哈三联、众生药业等多股涨停。驱动因素主要来自三 方面： 1 ） 人口老龄化加速背景下医药消费刚需属性凸显 2 ） ...