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 ...

An updated edition of the May 6, 2025 article.The global shift toward sustainability is transforming the energy landscape, with industries rapidly adopting renewable sources like solar and wind. However, their intermittent nature has highlighted the critical need for reliable energy storage. This has fueled growing interest in battery storage technologies, which store excess power generated during peak periods and release it when production dips, ensuring grid stability and consistent supply. As a result, d ...