Group 1: Company Announcements - Zhixiang Jintai received approval for clinical trials of its drug, Sileweimi Monoclonal Antibody Injection, for passive immunity in children and adolescents exposed to suspected rabies virus [1] - Liyuan Technology's actual controller, Shen Wanzhong, received a criminal judgment for violating information disclosure laws, resulting in a one-year prison sentence with a one-and-a-half-year probation and a fine of 3.3 million yuan [1] - Shijia Photon reported a net profit of 217 million yuan for the first half of 2025, a year-on-year increase of 1712% [2] - Xinghua New Materials expects a net profit of 75 million to 85 million yuan for the first half of 2025, representing a year-on-year growth of 12.37% to 27.36% [3] - Greenland Holdings achieved a contract sales amount of 21.752 billion yuan in the second quarter, a year-on-year increase of 16.93% [4] Group 2: Shareholder Actions - Bluefeng Biochemical announced that a shareholder plans to reduce its stake by up to 2.61% [5] - Jiahe Meikang's shareholder intends to reduce its stake by up to 3% [5] - Lakaala reported that Lenovo Holdings reduced its stake by 535,960 shares, representing 0.68% of the total share capital [12] - Anji Food's controlling shareholder plans to reduce its stake by up to 2% [16] - Tongding Interconnect's shareholder plans to reduce its stake by up to 2.08% [20] Group 3: Strategic Partnerships and Investments - Yitian Intelligent signed distribution agreements with SMEG and Simico for a three-year period [6] - Daoshi Technology entered into a strategic cooperation agreement with Nengsida and Chipason to collaborate on materials for humanoid robot components [22]

投资要点 ➢ ➢ ➢ ➢ ➢ c -20% 0% 20% 40% 60% 80% 100% 000300.SH 886032.TI 请阅读最后评级说明和重要声明 | 一、固态电池兼具高能量密度和安全性，完美契合 性能需求 3 eVTOL | | --- | | 1.固态电池采用固态电解质替代液态电解质，兼具高能量密度和安全性 3 | | 2.固态电池与 eVTOL 完美契合，eVTOL 发展助推固态电池商业化 6 | | 3.电池安全新规落地，固态电池产业再迎催化 9 | | 二、电解质为固态电池核心，硫化物路线未来潜力最大 10 | | 1.全固态电池相比于液态电池，采用固态电解质取代液态电解质 10 | | 2.短期首选氧化物路线，中长期硫化物路线或更适配全固态电池 11 | | 3.产业端进展迅速，固态电池商业化渐行渐近 13 | | 三、投资建议 15 | | 四、风险提示 16 | | 3 | | --- | | 4 | | 4 | | 5 | | 5 | | 5 | | 6 | | 6 | | 7 | | 7 | | 9 | | 9 | | 10 | | 14 | | | 8 | | --- | ...

Market Overview - The A-share market showed mixed performance today, with the Shanghai Composite Index reaching a new high for the year, closing up 0.17% at 3615.72 points, while the Shenzhen Component and ChiNext Index fell by 0.77% and 1.62%, closing at 11203.03 points and 2367.68 points respectively [2] - The total trading volume in the Shanghai and Shenzhen markets reached 184.43 billion yuan, an increase of 41.1 billion yuan compared to the previous day [2] Sector Performance - The mining, shipbuilding, tourism, food and beverage, and commercial retail sectors saw the largest gains, while the battery, diversified finance, minor metals, engineering machinery, and power equipment sectors experienced declines [2] Market Dynamics - The market exhibited a volatile trading pattern, particularly after the Shanghai Composite Index hit a key resistance level of 3674 points, leading to profit-taking and increased market caution due to upcoming U.S.-China tariff negotiations [7] - Despite the fluctuations, the overall market sentiment remains bullish, with analysts suggesting patience as the market continues to stabilize [8] Financing Data - As of July 29, the market's financing balance reached 1.97 trillion yuan, an increase of 15.32 billion yuan from the previous trading day, indicating healthy inflow of leveraged funds [9] New Stock Performance - The newly listed stock N Hanguo surged by 418.47% after initially reaching a maximum increase of 677.71%, reflecting strong market interest even amid broader market adjustments [12][14] Investment Themes - Analysts from Guojin Securities highlight three key investment themes: 1. Upstream resource products benefiting from increased global demand and domestic policy support [15] 2. Non-bank financials expected to outperform due to improving capital returns [16] 3. Consumer sectors poised for growth due to supportive domestic policies, particularly in food and household appliances [16]

Core Viewpoint - BASF and CATL have signed a strategic cooperation agreement for cathode materials, aiming for resource integration and technological breakthroughs in the global new energy industry chain [1][2]. Group 1: Strategic Collaboration - CATL has chosen BASF as a core supplier, aligning with its overseas factory layout in Europe and Southeast Asia for deep strategic synergy [2]. - The partnership focuses on advanced cathode active materials (CAM) and battery recycling, enhancing CATL's localization efforts in Europe since its first overseas battery factory in Germany [2]. Group 2: Global Expansion - CATL has established multiple overseas battery factories in Germany, Hungary, Spain, and Indonesia, while BASF is also expanding its upstream factories in Europe, China, and Indonesia [2]. - The collaboration allows CATL to offer a range of battery products, including lithium iron phosphate batteries, high-nickel ternary batteries, sodium-ion batteries, and solid-state batteries, covering various energy density ranges [2]. Group 3: Technological Focus - BASF is focusing on lithium battery cathode materials and is actively exploring cutting-edge technologies such as sodium batteries and solid-state batteries [2].

Market Performance - The A-share market showed mixed results with the Shanghai Composite Index slightly up by 0.17% closing at 3615 points, while the Shenzhen Component Index fell by 0.77% and the ChiNext Index dropped by 1.62% to below 2400 points [1] - Total trading volume reached 1.87 trillion yuan, an increase of 41.7 billion yuan compared to the previous trading day, with over 3500 stocks declining across the market [1] Sector Performance - The aquaculture sector saw significant gains, with Zhongshui Fishery hitting the daily limit [1] - The infant and child concept stocks, as well as dairy stocks, performed well, with Yangguang Dairy and Beimei both reaching the daily limit [1] - The tourism and hotel sector strengthened, with multiple stocks like Caesar Travel and Tianfu Cultural Tourism hitting the daily limit [1] - The film and television sector was active, with stocks such as Happiness Blue Ocean and Ciweng Media also reaching the daily limit [1] - Conversely, the digital currency sector declined sharply, with Dongxin Peace hitting the daily limit down [1] - The battery sector fell, with Xinyu Ren dropping over 7% [1] - The diversified financial sector experienced widespread declines, with Zhongyou Capital falling nearly 8% [1] - Other sectors that saw significant declines included small metals, cross-border payments, and engineering machinery [1] Top Gainers - The top gainers in the market included sectors such as steel (+3.55%), petrochemicals (+2.02%), and insurance (+1.87%) [2] - Other sectors with notable gains included agriculture (+1.68%), catering and tourism (+1.63%), and oil and natural gas (+1.57%) [2]

海外电池企业路径明确，国内头部大厂紧随其后：海内外电池企业全固态电池量产时间节点普遍集中在 2027~2028年，负极侧海外新锐固态电池企业Solid Power、Factorial Energy均已明确采用锂金属负极作 为下一代固态电池迭代方向，国内宁德时代（300750）、清陶能源技术布局领先。 产业链 锂企驱动、负极厂布局、箔材厂切入多方竞合：上游锂企主导原材料优势，其核心竞争力在于高纯度、 低成本、高安全的金属锂锭/箔的规模化制备能力，赣锋锂业和天铁科技在金属锂压延工艺上位居行业 前列;中游负极材料厂商凭借深厚的材料研发、涂层技术和电池应用理解，积极向更具前瞻性的锂金属 负极拓展，其优势在于对负极-电解液界面、复合负极结构的深刻理解和开发能力;箔材厂深耕高性能铜 箔集流体，将其精密箔材加工技术向锂金属沉积/复合集流体领域延伸，英联股份有望成为关键沉积工 艺和新型集流体结构的重要开发者。 技术路径 西部证券（002673）发布研报称，锂金属兼具高比容量+低电极电势优势，有望成为负极侧长期技术演 进方向。2030年后远期弹性测算下锂金属负极应用侧市场空间120~360亿元，以20μm锂金属镀层为基 准，对 ...

Market Overview - The three major A-share indices showed mixed performance on the morning of the 30th, with the Shanghai Composite Index rising by 0.52%, while the Shenzhen Component Index and the ChiNext Index fell by 0.06% and 0.71% respectively [2] - The total trading volume in the Shanghai and Shenzhen markets reached 1,102.2 billion yuan, a decrease of 43.6 billion yuan compared to the previous day [2] Sector Performance - The innovative drug and film industry sectors experienced gains, with stocks such as Nanjing New Pharmaceutical and Happiness Blue Sea hitting the daily limit of 20% [2] - The battery sector faced adjustments, with companies like Xinyu Ren and Zhengye Technology dropping over 5% [2] - The digital currency sector weakened, with Dongxin Peace falling more than 8% [2] - The diversified financial sector also saw fluctuations, with companies like Nanhua Futures and Zhongyou Capital declining over 5% [2]

反过来，电池、数字货币、多元金融这些板块今天有点低迷。电池板块调整，更多是前期涨多了的正常回调，新能源这条线长期逻辑还在，不用过分担心。 数字货币和多元金融，可能和市场暂时更偏好有实际业绩支撑的板块有关，资金总是会在不同赛道间切换的。 各位朋友，中午好！这里是帮主郑重。今天上午的盘面，是不是让不少人觉得有点意思？沪指这边稳稳往上走，涨了0.52%，深成指和创业板却稍显乏力， 一个微跌一个跌了0.71%，这种分化背后，其实藏着资金的小算盘。 先看整体量能，沪深京三市成交额1.1万亿出头，比昨天缩了436亿。缩量说明多空双方暂时有点犹豫，没有特别激进的动作，毕竟市场刚经历过一阵震荡， 资金也在找新方向。两市超2000只个股上涨，不算太差，但也没到普涨的热闹劲儿，更多是结构性机会。 再说说亮眼的板块。创新药今天可真是扬眉吐气，南新制药直接20CM涨停，辰欣药业、东诚药业这些也封了板。帮主之前就跟大家聊过，创新药这个板 块，政策支持力度一直在，加上部分企业中报业绩有惊喜，资金慢慢往这里聚集也正常。尤其是一些有核心技术、研发管线清晰的公司，长期看确实有潜 力。 影视院线板块也全线走强，幸福蓝海20CM涨停，金逸影视、慈 ...

格隆汇7月30日｜A股主要指数涨跌不一，截至午盘，沪指涨0.52%报3628.53点，深成指跌0.06%，创业 板指跌0.71%，北证50指数跌0.54%。沪深京三市成交额11022亿元，较上日缩量436亿元，两市超2000 只个股上涨。 另外，电池板块跌幅居前，信宇人、正业科技跌超5%；多元金融概念走低，南华期货(603093)跌近 7%，中油资本(000617)跌近6%；稀土永磁概念股普跌，盛和资源(600392)、华宏科技(002645)跌超6%。 (格隆汇) (责任编辑：宋政 HN002) 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 盘面上，影视院线板块全线上涨，幸福蓝海(300528)走出5天4板，金逸影视(002905)、慈文传媒(002343) 涨停，暑期档电影票房突破55亿，《南京照相馆》票房破6亿；隔夜国际油价涨超3%，带动油气股上 涨，科力股份、通源石油(300164)涨超5%；创 ...

Market Overview - The three major indices in the A-share market showed mixed performance, with the Shanghai Composite Index rising by 0.52% to 3628.53 points, while the Shenzhen Component Index fell by 0.06% to 11283.18 points, and the ChiNext Index decreased by 0.71% to 2389.58 points [1] Sector Performance - The top-performing sectors included: - Film and television industry with a gain of 3.53%, total trading volume of 1,078.27 million hands, and net inflow of 1.33 billion [2] - Oil and gas extraction and services sector increased by 1.83%, with a trading volume of 808.51 million hands and net inflow of 0.71 billion [2] - Chemical pharmaceuticals sector rose by 1.77%, with a trading volume of 3,768.32 million hands and net inflow of 0.83 billion [2] - The sectors with the largest declines included: - Battery sector decreased by 2.04%, with a trading volume of 1,151.74 million hands and a net outflow of 5.436 billion [2] - Diversified finance sector fell by 1.84%, with a trading volume of 854.12 million hands and a net outflow of 2.010 billion [2] - Small metals sector dropped by 1.64%, with a trading volume of 950.76 million hands and a net outflow of 1.713 billion [2]