Market Overview - The Shanghai Composite Index increased by 0.49%, the Shenzhen Component Index rose by 0.38%, and the ChiNext Index gained 0.56% by midday, with over 3,300 stocks rising across both markets [1] - The total trading volume reached 1.09 trillion yuan [1] Sector Performance - The Hainan sector experienced a decline of 2.34%, with Hainan Pharmaceutical dropping by 7.36% and other stocks like Shennong Seed Industry and Jingliang Holdings falling over 6% [3] - The SPD concept, cultivated diamonds, aquaculture, remote work, and AI voice chat sectors also saw declines, each with losses exceeding 1% [3] - The organic silicon sector performed well, increasing by 3.13%, with stocks like Jinyinhai, Hongbai New Materials, and Chenguang New Materials hitting the daily limit [3] - Other sectors such as high-bandwidth memory, Chiplet concept, LiDAR, glass substrates, and EDA concepts followed closely with gains over 2% [3] Industry Insights - Semi-solid batteries are expected to be the pioneers of application in the coming years, while all-solid-state batteries are projected to enter a significant pilot phase between 2026 and 2027 [3] - NVIDIA anticipates that CSP CAPEX could reach 549 billion and 632 billion dollars in 2026 and 2027, respectively, which will drive an upward adjustment in the demand for 1.6T optical modules [3]