会议倒计时1天 6月10日， 由利元亨总冠名的2025高工固态电池技术与应用峰会将在苏州举行，此次峰会主题 为"打通固态电池产业化最后一公里" ，届时将有超300家固态电池产业链企业高层出席，同时还有 乘用车、商用车、低空经济、储能企业超80家应用端企业共赴盛会。 峰会共设两个专场：【专场一】 场景牵引 应用破局 、【专场二】 技术路线多元并进 产业链协同备 战产业化 。 为保证 本届固态电池峰 会顺利进行，高工组委会特 为参会嘉宾提供参会最全攻略（ 倒计时3天！ 2025高工固态电池峰会参会攻略出炉 ） 签到流程 2025高工固态电池 技术与应用峰会 主办单位： 高工锂电、高工储能、高工产业研究院（GGII） 总冠名： 利元亨 会议时间： 6月10日 会议地点： 苏州香格里拉大酒店（苏州虎丘区塔园路168号） ④领取会议参会证 注意事项： 会议期间，凭参会证进入会场，请全程佩戴并妥善保管，以免丢失或被他人冒领，参 会证件及餐券遗失不补。 峰会议程 | | 专场二:技术路线多元并进 产业链协同备战产业化 | | | --- | --- | --- | | 13:30-13:50 | 固体电解质电池发展路线及挑 ...

Market Overview - The market experienced a rebound with the Shanghai Composite Index returning to 3400 points and the ChiNext Index rising over 1% [1] - Innovative drug concept stocks surged, with companies like Changshan Pharmaceutical, Ruizhi Pharmaceutical, and Zhongsheng Pharmaceutical hitting the daily limit [1] - The solid-state battery concept was active, with stocks such as Dexin Technology, Yinglian Co., and Jinlongyu also reaching the daily limit [1] - Financial stocks saw a midday rally, with Nanhua Futures and Yong'an Futures hitting the daily limit [1] - The nuclear fusion concept rose in the afternoon, with companies like Hahuan Huaton, Zhongchao Holdings, and Hezhuan Intelligent also hitting the daily limit [1] - Over 4100 stocks in the Shanghai and Shenzhen markets were in the green, with a total transaction volume of 1.31 trillion [1] Sector Highlights Pharmaceuticals - The pharmaceutical sector continued to rise, with stocks like Angli Kang and Haichen Pharmaceutical hitting consecutive limits, and Meinuo Pharmaceutical and Zhongsheng Pharmaceutical reaching the daily limit [4] - The innovative drug index surged by 4%, setting a new historical high [4] - Analysts from Xingye Securities believe that the innovative drug sector's prosperity is sustainable, driven by "innovation + internationalization" trends, policy support, and increasing global competitiveness [5] - The demand in the consumption medical field is expected to recover by 2025, with improvements anticipated in the medical device sector as well [6] Solid-State Batteries - The solid-state battery sector continued to rise, with stocks like Jinying Co. and Dexin Technology hitting consecutive limits, and Yinglian Co. and Jinlongyu reaching the daily limit [7] - Analysts from Xingye Securities noted rapid development in the solid-state battery industry, supported by national policies, with advancements in materials and battery technology [8] - The second half of 2025 is expected to be a critical period for the solid-state battery industry, with key developments in pilot production lines and material and equipment specifications [8] Pesticides - The pesticide sector remained active, with stocks like Lianhua Technology, Changqing Co., and Guokang Biochemical hitting the daily limit [9] - A recent explosion at a chemical workshop in Shandong related to pesticide production is expected to impact prices and regulatory measures in the industry [10] - Analysts from Shenwan Hongyuan indicated that the incident may lead to increased prices for certain pesticide intermediates and stricter controls on nitration processes [10] Other Active Sectors - The nuclear fusion, blockchain, and financial sectors continued to show activity, while sectors like restructuring and robotics experienced declines [11]

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 2025（第三届）中国固态电池 技 术 发 展 与 市 场 展 望 高 峰 论 坛 会议主办： 鑫椤资讯 会议时间： 2025年7月8-9日（8号报到） 会议地点： 中国·上海 论坛议题 I C C S I N O | 发言嘉宾 | 发言议题 | | --- | --- | | ICC鑫椤资讯 总经理 连萍 | 欢迎致辞 | | 国联汽车动力电池研究院有限责任公司 研究院院长 杨容 | 全固态电池工程技术难点 | | 上海杉杉科技有限公司 待定 | 硅基负极在固态电池中的应用现状及前景 | | 天津国安盟固利新材料科技有限公司 待定 | 富锂锰基正极材料在固态电池上的应用 | | | 颁奖 茶歇 | | 深圳新宙邦科技股份有限公司固态子公司 董事长 王希敏 | 待定 | | 深圳市星源材质科技股份有限公司 研发总监/博士 郭辰 | 星源固态电解质膜解决方案 | | 上海恩捷新材料科技有限公司 待定 | 待定 | | 浙江金羽新能源科技有限公司 董事长 黄杜斌 | 待定 | | | 午餐 | | 中科院上海硅酸盐研究所 ...

Core Viewpoint - The A-share market shows strong performance with major indices rising, particularly in the pharmaceutical and financial sectors, indicating potential investment opportunities in these areas [1][2][12]. Market Performance - A-shares saw a collective rise with the Shanghai Composite Index returning to 3400 points, closing at 3393.26, up 0.23% [1]. - The Shenzhen Component and ChiNext Index increased by 0.62% and 1.22% respectively, with a total market turnover of 838.6 billion yuan, an increase of 75.5 billion yuan from the previous trading day [1]. - Nearly 3700 stocks in the market experienced gains, with significant contributions from innovative drug and solid-state battery sectors [2][7]. Sector Highlights - The pharmaceutical sector exhibited strong growth, with stocks like Hai Chen Pharmaceutical and Rui Zhi Pharmaceutical hitting the daily limit of 20% [7][12]. - The financial sector also showed resilience, with major players like Xinda Securities reaching their daily limit, and other firms like Yong'an Futures and Ruida Futures also hitting the limit [15][16]. New Stock Trends - In the Hong Kong market, newly listed stocks are experiencing significant gains, with companies like Mixue Group and Mao Ge Ping seeing increases of over 180% and 270% from their issue prices respectively [3][20]. - The new consumption concept stocks, such as Gu Ming and Blu-ray, have also shown substantial growth since their listings, with increases of over 170% and 200% respectively [20][21]. Policy and Industry Outlook - The National Medical Products Administration has approved 11 new innovative drugs, which is expected to boost the performance of related companies as they prepare for upcoming medical insurance negotiations [12]. - Analysts suggest that the pharmaceutical sector is poised for a recovery, with structural opportunities remaining, particularly in the innovative drug industry and related sectors [12][21]. Financial Sector Developments - The approval of the change of actual controllers for several financial institutions by the China Securities Regulatory Commission is expected to enhance financial resource allocation efficiency and strengthen the financial system's risk resistance [18]. - Central Huijin's acquisition of stakes in major financial institutions is anticipated to accelerate industry reforms and increase the number of integrated brokerage licenses [18].

Group 1 - A-shares and Hong Kong stocks experienced a notable upward trend with structural differentiation, particularly in the ChiNext index which rose by 1.22% [1] - The A-share market saw significant activity in sectors such as innovative drugs, solid-state batteries, and AI applications, with many biotech stocks hitting the daily limit [1][2] - The Hong Kong market mirrored this trend, with the Hang Seng Index increasing by 1.02% and the Hang Seng Tech Index surging by 2.30%, indicating a recovery in market sentiment [1][2] Group 2 - The rise in the biopharmaceutical sector was driven by record achievements in Chinese innovative drugs at the ASCO conference and expectations surrounding the GLP-1 industry chain [2] - The solid-state battery concept showed strong performance, fueled by expectations of accelerated industrialization [1][6] - Traditional sectors like banking and insurance faced downward pressure, reflecting a clear trend of capital shifting from value sectors to growth areas [1][5] Group 3 - Short-term market catalysts include potential consumer stimulus policies from the State Council and developments in US-China trade talks, which may impact technology and consumer electronics sectors [4] - The innovative drug sector is expected to maintain an upward trend due to policy support, technological breakthroughs, and internationalization, although caution is advised regarding high valuations of certain stocks [4][5] - The market is currently in a transitional phase between "policy bottom" and "profit bottom," with a focus on sectors supported by policy and technological advancements [5][6]

Core Viewpoint - The A-share market is experiencing a bullish trend, driven by sectors such as innovative drugs, rare earth permanent magnets, solid-state batteries, and digital currencies, while gold and liquor sectors are underperforming [1][2]. Market Performance - As of June 9, the Shanghai Composite Index rose by 0.23% to 6393.26, the Shenzhen Component Index increased by 0.62%, and the ChiNext Index gained 1.22% [1][2]. - Notable sector performances include: - Weight loss drugs: +4.79% - CRO concept: +4.73% - Chemical pharmaceuticals: +4.34% - Innovative drugs: +4.17% - Alzheimer's concept: +3.81% - Medical services: +3.58% - Gold concept: -0.49% [2]. Institutional Insights - Market expectations are optimistic due to factors such as accelerated special bond issuance, support for industrial upgrades, and loose liquidity, suggesting a continued upward trend in June [3]. - A resistance zone is identified between 3391-3400 points, with a need for trading volume to exceed 1.3 trillion for a breakout [3][4]. - Recommended sector allocations include autonomous controllable fields, especially with upcoming global AI technology and solid-state battery summits, and defensive biopharmaceuticals for opportunistic buying [4].

Market Overview - A-shares experienced a strong upward movement on June 9, with the Shanghai Composite Index briefly returning to 3400 points, and nearly 3700 stocks in the green. The half-day trading volume reached 823 billion, an increase of 764 billion compared to the previous trading day [1] Factors Influencing Market Strength - The strengthening of indices is attributed to three main factors: 1. Central Huijin becoming the actual controller of eight companies including Xinda Securities, which is expected to drive a new round of mergers and acquisitions in the securities industry [2][5] 2. The Shanghai Stock Exchange held a meeting encouraging listed companies to increase dividend payouts, thereby enhancing investment value [3] 3. The Ministry of Commerce stated that the export control of rare earths aligns with international practices, having approved a certain number of compliant applications [4] Sector Performance - **Brokerage Sector**: The "bull market leader" brokerage stocks surged, with Xinda Securities hitting the daily limit. Other stocks like Yong'an Futures and Nanhua Futures also reached their daily limits, driven by the announcement of Central Huijin's control over several securities firms [5] - **Pharmaceutical Sector**: The innovative drug and CRO sectors saw significant gains, with multiple stocks such as Zhongseng Pharmaceutical and Ruizhi Pharmaceutical hitting their daily limits. Analysts predict a sustained recovery in the pharmaceutical market, highlighting structural opportunities [6] - **Rare Earth Permanent Magnet Sector**: This sector has shown repeated strength, with stocks like Zhongke Magnetic Materials reaching a 20% limit up. The Ministry of Commerce's comments on export controls have positively influenced this sector [7] - **Solid-State Battery Sector**: Stocks in this sector, including Yinglian Co. and Dexin Technology, also saw gains, with predictions of significant production increases by 2030 [8] Institutional Insights - **CITIC Securities**: The firm suggests that the upcoming bull market entry point may occur in late Q3 to Q4, but a transitional phase of 3-4 months is expected. They emphasize the need for more concrete measures to boost domestic demand and caution against macroeconomic uncertainties [10] - **CITIC Construction Investment**: They highlight June as a critical period for dividend releases, recommending tracking fund flows and industry conditions to identify high-dividend stock opportunities [11] - **Orient Securities**: They believe that despite external negative factors, internal support is strong, suggesting limited downside for stock indices and recommending patience for opportunities in sectors like technology and strategic metals [12]

每经编辑｜毕陆名 6月9日上午，A股指数再度走强，沪指盘中涨近0.4%，一度重返3400点，创业板指涨超1.5%。医药、稀土永磁、军 工、固态电池等方向涨幅居前，沪深京三市上涨个股3800只。 早盘，大金融板块震荡拉升，券商板块短线快速拉升，信达证券盘中涨停，东兴证券、中国银河、光大证券等涨幅居 前。 | く 財富 | | 券商概念1 1067.93 1.96% | | 0 | Q | | --- | --- | --- | --- | --- | --- | | 成份股 | 资金 | 关联基金 | 必读 | 股幅 | 资讯 | | 全部市场 (55) × | | 自选 | 龙头 (7) | 几天几板(1) | 连续 | | ◎ 隐藏简介 | | 最新 | 涨幅↓ | | 涨跌 | | 信达证券 601059 註 | | 16.04 | 10.01% | | 1.46 | 港股开盘，恒生指数和恒生科技指数均高开。截至发稿，恒生指数涨近1.5%，恒生科技指数涨超3%。 中国稀土盘中涨幅扩大至20%。被市场热捧的"港股三宝"——老铺黄金下跌2.6%，蜜雪集团涨超9%，泡泡玛特涨 1.6%。中芯国际、美团、腾讯音乐 ...

Core Viewpoint - Despite external negative disturbances, internal support forces are strong, limiting the downward space of stock indices, with a high probability of short-term index fluctuations [5] Group 1: Market Trends - The solid-state battery sector is gaining strength, with companies like Yinglian Co. and Dexin Technology hitting the daily limit [2] - The CRO sector in pharmaceuticals is also performing well, with companies like Lianhua Technology reaching the daily limit [5] - The agricultural pesticide sector continues its strong performance, with Changqing Co. achieving consecutive gains [5] Group 2: Institutional Insights - CITIC Securities suggests avoiding macro disturbances and focusing on industrial trends, indicating a transitional phase before a potential bull market in the third to fourth quarter [3] - CITIC Jiantou emphasizes the importance of tracking capital flows and industry sentiment in June, a key period for dividend distribution, to identify high-dividend investment opportunities [4]

固态电池技术路线 液态锂电技术路径的区分要点在于正极材料,而固态锂电技术路径的区分要点在于电解质。按照电解质区分,固态电池路径可 分为四类，包括：氧化物、硫化物、聚合物和卤化物,前三类电解质为当前的主流技术路线,三大体系各有优势: 【DT先进电池】 整理了 《 国内外固态电池企业盘点报告（2025.5）——企业信息、技术路线与产品、 最新动态 》 PPT （持续更新）， 共56页 ，涵盖 50 家重点企业分析 （相关布局、近期事件等） 等内 容。 需要本份产业报告的朋友：扫码联系领取（PS：工作人员将于24小时内与您取得联系，并邀请加入专业交 流群） 报告部分内容如下： | 固体电解质 | 离子电导率 | 锂金属兼容性 | 长期运行稳定性 | 高电压兼容性 | 隔膜适用性 | 正极电解质适用障 | | --- | --- | --- | --- | --- | --- | --- | | | 相对适中,介于硫化物和聚 | 比硫化物和聚合物有更好的电 | 易碎,电化学稳定性好。 | 宽的电化学窗口可造弱高 | 可用作隔膜材料 | 无法用作高容量和厚电极 | | 氧化物 | 合物之间、 | 化学和力学稳定性 | ...