A股三大指数今日集体调整，截至收盘，沪指跌0.07%，深成指跌0.47%，创业板指跌0.84%，北证50指 数跌1.34%。全市场成交额10916亿元，较上日缩量1892亿元。全市场超3600只个股飘绿。板块题材 上，白酒、光伏设备、固态电池板块涨幅居前；脑机接口、短剧游戏板块跌幅居前。盘面上，港口航运 板块反弹，宁波海运（600798）、兴通股份（603209）涨停。固态电池板块活跃，海科能源、诺德股份 （600110）、湘潭电化（002125）涨停。光伏概念股涨幅居前，赛伍技术（603212）、协鑫集成 （002506）涨停。白酒股反弹，皇台酒业（000995）涨停，迎驾贡酒（603198）、金种子酒（600199） 涨超5%。稳定币概念局部活跃，楚天龙（003040）上演地天板，安妮股份（002235）涨停。脑机接口 板块跌幅居前，爱朋医疗（300753）跌超10%。短剧游戏概念股集体调整，元隆雅图（002878）、川网 传媒（300987）、中文在线（300364）、欢瑞世纪（000892）等多股跌超5%。 暗盘资金流向曝光！提前捕捉庄家建仓信号>> ...

固态电池，进入利好密集期！ 6月20日，A股最强势的板块还可能是固态电池。这个板块其实昨天早就有起势的信号，但由于大盘较弱，昨 天的多头力量遭遇明显打压。今早，该板块卷土重来，海科新源连续两天20%涨停，诺德股份走出4连板，湘 潭电化2连板、科恒股份、宁新新材、赛伍技术、滨海能源、英联股份等涨停或涨幅超过10%。 近期，固态电池的确是催化不断。产业层面，资料显示，五场大会密集召开： 一是，6月19日，中国国际固态电池科技大会。 二是，硫化锂与硫化物固态电池技术大会将于6月24日—25日召开。 三是，固态电池大会暨硅基负极产创大会将于7月3日召开。 四是，2025电解液创新发展论坛暨固态电池研讨会将于7月9日召开。 消息面上，近期关于固态电池的大会密集召开，6月19日，中国国际固态电池科技大会；硫化锂与硫化物固态 电池技术大会将于6月24-25日召开，固态电池大会暨硅基负极产创大会将于7月3日召开；2025电解液创新发展 论坛暨固态电池研讨会将于7月9日召开；7月底还有 2025上海国际分布式储能及固态电池大会暨展览会 。 另外，各大厂商亦有相关消息发布。据经济参考报消息，长安汽车计划在2025年至2026年完 ...

【DT新材料】 获悉，6月18日， 瑞固新材 硫化物固体电解质工厂投产点火仪式在浙江衢州龙游生产基地举 行， 标志着中国首条硫化物固体电解质量产线的正式落地。 该项目一期百吨级产线已正式投产，二期千吨级产能建设也在加速推进。同日， 瑞固新材 与 星源材质 签 署了战略合作协议，双方将共同开发高性能固体电解质膜及相关产品，并推动产品的商业化落地。 目前全固态电池的产业链包括全固态电芯制备、固态电解质材料微纳化、原材料、成膜、前驱体和电芯系 统的设计，整个产业链还是一个萌芽的阶段。 这两年国内全固态电芯的制备和固态电解质材料的微纳化是 竞争最猛烈的，原材料和电芯系统的设计也是关键环节。 对于电解质材料来讲，大批量的产业化的硫化物材料是非常急需的，粒径控制需要达到纳米级， 目前国内 对粒径的控制已经有了明确的需求，接下来对于空气稳定性会是一个主流的方向 ，因为随着研发体量的不 断提高，接下来需要百兆瓦级别的全固态电池的制备，需要硫化物材料的空气稳定性比较高，用目前市面 上的可能会对全固态电池造成限制。 第四届固态电池大会暨硅基负极产业创新大会 聚产业链升级，助商业化加速 7月3-5日 宁波东港喜来登大酒店 支持单位 ...

Group 1 - The article highlights significant announcements in the stock market from Sunday to Thursday, including "suspensions and resumption of trading, shareholding changes, investment wins, acquisitions, earnings reports, unlocks, and high transfers" [1] - Important announcements are marked in red to assist investors in identifying investment hotspots and preventing various black swan events, providing ample time for analysis and selection of suitable listed companies [1] - The article mentions a company that has achieved the supply of solid-state battery cathode materials in hundred-kilogram samples [1] Group 2 - Another company is noted for its services provided to certain military research institutes, integrating cloud computing, military industry, blockchain, robotics, AI, Huawei Harmony, and state-owned cloud [1] - A company in the innovative drug sector, particularly in weight loss drugs, is projected to have a net profit increase of over three times year-on-year in the first half of the year [1]

证券简称：星云股份 证券代码：300648 | 投资者关系活动类别 | | 特定对象调研 分析师会议 | 媒体采访 | | --- | --- | --- | --- | | | 业绩说明会 □路演活动 | □新闻发布会 | | | | □现场参观 其他 | | | | 参与单位名称 | 国盛证券、太平基金、德邦基金、国泰基金、宏道投资、 | | | | 及人员姓名 | 广州雪球投资 | | | | 时间 | 2025年6月19日14:00-16:00 | | | | 地点 | 福建省福州市马尾区马江路7号星云科技园公司会议室 | | | | 上市公司接待人员姓名 | 董事、副总经理、董事会秘书：许龙飞 | | | | | 投资者关系总监：吴荣 | | | | | 1.当前公司业务基本情况如何展望？ | | | | | 答：2025 年第一季度营业收入同比实现增长，利润同比 | | | | | 改善，当前下游客户景气度有所复苏，出海节奏加快，有 | | | | | 望带来行业情况改善。 | | | | | 2.《电动汽车用动力蓄电池安全要求》新规对公司业务有 | | | | | 何影响？ | | | ...

Core Viewpoint - The Company reported a decline in net asset value (NAV) and total return for the six months ending March 31, 2025, reflecting challenging market conditions and investment performance [3][4][13]. Financial Highlights - NAV per share decreased from 40.55p to 34.48p, representing a total return of -8.19% [4][13]. - Market capitalization fell from £150.60 million to £124.25 million [4]. - Share price also declined from 42.20p to 33.80p, with a share price discount to NAV per share of 1.97% [4]. - Dividends paid per share increased from 1.50p to 2.75p during the period [4][6]. Investment Activity - The Company invested £3.6 million in qualifying companies during the period, maintaining 92.29% of its portfolio in qualifying investments [6][30]. - An offer for subscription launched on October 9, 2024, aimed to raise up to £20 million, with £5.4 million raised by issuing 14 million shares [6][31]. Performance of Qualifying Investments - Positive contributors included Aquis Exchange (+95.8%, +£1.71 million) and Cohort (+26.1%, +£1.12 million) due to increased defense spending [15][16]. - Negative contributors included Kidly (-100.00%, -£1.26 million) which went into administration, and Zoo Digital (-74.3%, -£1.14 million) which issued a disappointing trading update [20][21]. Non-Qualifying Investments - The non-qualifying portfolio saw a decline of £1.27 million, with notable losses in WH Smith and Hollywood Bowl due to a weaker economic outlook [27][28]. - The fixed income portfolio returned +£0.35 million, offsetting some losses from direct equities [29]. Market Outlook - The UK economy is expected to see a modest GDP growth of +1.0% in 2025, supported by increased public spending despite inflation concerns [10][39]. - The AIM index has shown resilience post 'Liberation Day', indicating potential growth opportunities despite ongoing market volatility [12][40]. Portfolio Structure - The Company maintained a strong liquidity position with net cash of £11.7 million and a focus on recurring revenue, which represented 82% of total revenue [26][29]. - The portfolio's weighting to qualifying investments increased to 58.4%, while cash weighting decreased to 7.6% [36].

Market Overview - On June 19, A-shares opened lower with the Shanghai Composite Index down 0.13%, Shenzhen Component down 0.19%, and ChiNext down 0.27%. By 10:35, over 3,850 stocks in the market had declined [1] - The market is returning to a volatile pattern, with upward pressure from profit-taking and downward support from bullish sentiment [8] Sector Performance - Lithium battery electrolyte, lithium battery anode, robotics, semiconductor equipment, automotive parts, operating systems, and embodied intelligence concepts saw significant gains [3][4] - Solid-state battery concepts surged, with Haike New Source hitting a 20% limit up, and other stocks like Keheng Co. and Nord Co. also performing well [4] - Conversely, sectors such as nuclear power, outbound tax refunds, photolithography factories, and military industry faced declines [3][4] Notable Stocks - Changshan Pharmaceutical experienced a sudden 20% drop after a significant rise since early May, where its stock price had tripled [7] - In the Hong Kong market, the Hang Seng Index opened down 0.38%, with both the Hang Seng Index and Hang Seng Tech Index declining over 1% [7] Digital Currency and Technology Trends - The digital currency sector continued to strengthen, with stocks like Beixin Source rising over 15% and Dongxin Peace hitting a 10% limit up, marking a 72% increase year-to-date [5] - Brain-computer interface concepts remained active, with stocks like Innovation Medical hitting the limit up [5] Future Market Expectations - Analysts predict that the A-share market will enter a period of concentrated mid-year performance forecasts, which may enhance investment effectiveness [8] - The market is expected to shift towards a technology-focused style, with recent trends indicating a return of funds to technology stocks [8]

市场早盘震荡走低， 创业板指领跌。沪深两市半日成交额7878亿，较上个交易日放量448亿。盘面上热 点较为杂乱，个股跌多涨少，全市场超4600只个股下跌。从板块来看，机器人概念股展开反弹， 江苏 雷利涨超10%。固态电池概念股一度冲高， 丰元股份涨停。PCB概念股持续活跃， 中京电子涨停。下 跌方面，创新药概念股持续调整， 常山药业20CM跌停。板块方面，游戏、 PCB、 电池、 人形机器人 等板块涨幅居前， 可控核聚变、 港口、军工、 创新药等板块跌幅居前。截至收盘， 沪指跌0.86%， 深 成指跌1.01%，创业板指跌1.1%。 ...

| 固态电池 | +0.55% | | | | | --- | --- | --- | --- | --- | | 理由 | | 首届硫化锂与硫化物固态电池论坛将于6月25E | | | | 股票名称 | 最新价 ◆ | | 涨跌幅 ◆ | 涨停时间 ◆ | | 诺德股份 600110.SS | 3天3板 4.68 | | +10.12% | 09:36:37 | | 湘潭电化 002125.SZ | | 11.17 | +10.05% | 09:30:21 | | 丰元股份 002805.SZ | | 13.05 | +10.03% | 09:33:03 | | 海科新源 301292.SZ | | 19.60 | +20.02% | 09:36:39 | | 百合花 603823.SS | | 12.35 | +9.97% | 10:12:54 | 一、行情 6月19日，固态电池板块逆势走强。诺德股份3连板，湘潭电化、丰元股份、海科新能（20CM）、百合花涨停，科恒股份、天力锂能、中一科技等盘中涨超 10%，久日新材、泰和科技、天华新能、金龙羽等集体走强。 三、机构解读 1）首届"硫化锂与硫化物固态电池论 ...

①固态电池+芯片+人形机器人+无人机+华为！这家公司曾交付半固态电池组装线，为国内头部机器人企 业代工机器人且目前订单较为饱满；②数字货币+云计算+区块链+国防军工+芯片+无人机+量子科技+华为 鸿蒙！这家公司已完成全线密码产品抗量子能力的升级工作；③AI眼镜+国产芯片+算力+机器人+华为！公 司端侧AI新品推广取得阶段性成果。 每周日至每周四推送明日股市重大公告！内容包含"停复牌、增减持、投资中标、收购、业绩、解禁、 高送转"等一系列个股利好利空公告，其中重要公告均以红色标注，帮助投资者提前寻找到投资热点， 防范各类黑天鹅事件，并且有充足的时间进行分辨和寻找合适的上市公司。 前言 ...