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上周国内权益市场高位横盘震荡,电力设备及新能源板块表现亮眼
Xin Lang Ji Jin· 2025-11-13 05:03
Group 1 - The domestic equity market experienced a stable performance with major indices showing a weekly increase of less than 1%, while the Shanghai Composite Index briefly surpassed the 4000-point mark, closing at 3997.56 points on Friday [1] - The average daily trading volume in the market remained around 2 trillion yuan, indicating a healthy overall market operation [1] - Sectors such as electric equipment and new energy, steel, and oil and petrochemicals saw significant gains, while comprehensive finance, computer, and pharmaceuticals faced declines [1] Group 2 - Lithium battery companies have recently seen a surge in stock prices, coinciding with the disclosure of Q3 2025 reports, with many companies' performance acting as a catalyst for this increase [2] - The global energy storage market demand has shown high growth, with a 97.7% year-on-year increase in new domestic energy storage project tenders in the first three quarters of this year [2] - The price of lithium hexafluorophosphate, a key indicator in the lithium battery industry, has recently doubled since mid-September, ending a two-year period of stagnation [2] Group 3 - The bond market showed a bear flattening trend in the yield curve, with a slight narrowing of the term spread, while credit bond yields exhibited differentiation [3] - The October manufacturing PMI underperformed expectations, and CPI data showed signs of gradual recovery, which may lead to increased interest rate cut expectations if upcoming data remains under pressure [3]