阿里巴巴：消息面上，11月27日，阿里巴巴正式发布了其重磅AI智能硬件新品——夸克AI眼镜S1。从 功能上来看，夸克AI眼镜S1是"全家桶"式的功能配齐。核心的AI能力方面，夸克AI眼镜S1支持语音或 拍照AI问答，自研的MasterAgent大模型中控系统可以自主分解复杂指令，实现多意图、多轮对话。 据统计，南下资金已连续12日净买入阿里，共计265.4442亿港元；连续7日净卖出中芯国际，共计21.929 亿港元。 11月28日，南下资金买入港股27.27亿港元。 广汽集团：集团董事长冯兴亚在第二十三届广州国际汽车展览会上宣布，广汽集团于广州番禺建设的全 固态电池中试产线近期已正式建成并投产。作为国内首条具备60Ah以上车规级量产条件的产线，其在 能量密度、安全性能等方面实现关键突破，并计划于2026年装车测试，为下一代动力电池产业化奠定基 础。 其中：净买入阿里巴巴-W 10.94亿、泡泡玛特5.49亿、小米集团-W 4.7亿、美团-W 4.7亿、腾讯控股2.62 亿、优必选1.07亿；净卖出中芯国际3亿、紫金矿业2.81亿、华虹半导体1.23亿。 泡泡玛特：摩根士丹利研报指，泡泡玛特(09992.HK ...

Market Overview - The A-share market experienced a mixed performance with the Shanghai Composite Index rising by 0.29%, while the Shenzhen Component and ChiNext Index fell by 0.25% and 0.44% respectively. The total trading volume in the Shanghai and Shenzhen markets was 1.7098 trillion yuan, a decrease of 73.6 billion yuan from the previous day [1] - A total of 2,790 stocks rose, while 2,447 stocks fell, with a median increase of 0.07% for individual stocks [1] - The Shanghai Composite Index has seen three consecutive days of gains followed by declines, indicating market divergence, which may suggest a certain level of safety in the current market environment [1] Market Sentiment and Trends - Market sentiment is expected to shift from divergence to emotional peaks or consensus only when there is a significant rise or fall in the market [2] - Following last week's adjustments, the current week's rebound is anticipated to be insufficient, with further upward momentum likely but a slow rebound process expected [2] - The Shanghai Composite Index has broken below the upward trend line established since September, indicating a higher probability of mid-term market fluctuations [2] Sector Performance - There has been notable sector rotation, with AI hardware stocks experiencing significant differentiation after leading the market previously, while battery stocks gained traction today [3][7] - The "electric fan" market trend has accelerated since the decline of the Straits West Coast theme, with various catalysts such as Google's AI applications and the recovery of oversold AI hardware stocks, although sustainability appears to be weakening [4][5] Stock Performance - High trading volume stocks showed negative feedback today, with over half of the top 20 stocks by trading volume experiencing declines after previously strong performances [6] - For instance, Sunshine Power (300274) saw an intraday increase of over 5% but closed down nearly 1%, while Zhongji Xuchuang (300308) fell by 3.54% [6] - The ChiNext Index, which had previously risen by 2.26%, ended the day down by 0.44% [6] Industry Developments - The battery sector is currently leading the market, driven by funding speculation and the recovery of stocks related to price increases [7] - GAC Group (601238) has established the first large-capacity all-solid-state battery production line in the country, marking a significant step towards commercializing solid-state batteries [7] - The humanoid robot sector is seeing rapid growth, with over 150 companies currently in the market, although there are concerns about the risk of homogenization and oversaturation of similar products [12] Policy and Regulatory News - Shaanxi Province has introduced measures to deepen capital market reforms aimed at promoting high-quality development, which includes encouraging state-owned listed companies to optimize resource integration and reduce competition [13] - Following this announcement, several Shaanxi state-owned stocks, including Xi'an Catering (000721) and Qujiang Cultural Tourism (600706), showed significant market movements [13]

与使用现有电解质的电池相比，采用新技术的电池基本容量增加了约15%，高倍率放电容量增加了约 50%。 本次研究由LG化学新一代材料研究院联合韩国汉阳大学Taeseup Song教授研究团队共同进行。相关 研究成果已于学术期刊杂志《Advanced Energy Materials》上进行发表。 进固态电池群，加小编微信：13248122922 注：添加好友请备注 公司名称、姓名、职务，入群需发送1张您的纸质名片~ -广告- 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~ 本文来源：快科技 日前， LG化学宣布开发出大幅提高全固态电池性能的核心技术，以均匀控制其核心材料固态电解质粒 子的大小。 鑫椤报告预售： 2025-2029年中国三元材料运行趋势及竞争策略研究报告 2025-2029年中国磷酸铁锂运行趋势及竞争策略研究报告 2025-2029年全球负极材料运行趋势及竞争策略研究报告 2025-2029年全球电解液运行趋势及竞争策略研究报告 2025-2029年全球储能市场运行趋势及竞争策略研究报告 2025-2029年全球固态电池运行趋势及竞争策略研究报告 202 ...

微创医疗(00853)涨5%，小摩增持超9亿港元股份，美银看好手术机器人业务。 智通财经获悉，港股恒生指数跌0.24%，跌61点，报25884点；恒生科技指数涨0.11%。港股早盘成交 755亿港元。 泡泡玛特(09992)再涨超4%，领涨恒生指数蓝筹。六部门发文鼓励潮玩等消费，公司迎来传统销售旺 季。 广汽集团(02238)再涨超12%，埃安UT super开启全面交付，全固态电池产线建成。 紫金黄金国际(02259)逆市涨超2%，旗下各矿山产量增加，未来数年将进入增长阶段。 东岳集团(00189)涨4.62%，机构称锂电池强需求有望维持，PVDF涨价有望。 新股海伟股份(09609)首挂上市破发15%，公司为中国第二大的电容器薄膜制造商。 本文源自：智通财经网 拨康视云-B(02592)再涨12.8%，核心产品CBT-009获得日本及欧洲专利。 剑桥科技(06166)再涨超4%，1.6T光模块预计2026年一季度实现大量出货。 黑芝麻智能(02533)、均胜电子(00699)均涨超4% ，双方共建多芯片平台机器人域控产品。 ...

↑点击上面图片 加雪球核心交流群 ↑ 上午市场低开高走，截至午间收盘，上证指数涨0.21%，深证成指涨0.72%，创业板指涨0.71%，北证50涨0.35%。 个股涨多跌少，超3500家个股上涨；全市场成交额9836亿元，较上日成交额缩量1134亿元。 盘面上，商业航天、钛白粉、半导体、乳业板块走强，流感板块调整，粤万年青跌超12%，众生药业、广济药业跌近8%。 01 商业航天爆发 乾照光电"20cm"涨停 11月28日，商业航天板块开盘异动走强。截至午间收盘，乾照光电"20cm"涨停；通宇通讯一字涨停，实现2连板；顺灏股份、雷科防务涨停，天润 科技涨超12%，新雷能、航天宏图等跟涨。 消息面上，北京拟在700—800公里晨昏轨道建设运营超过千兆瓦（GW）功率的集中式大型数据中心系统，以实现将大规模AI算力搬上太空。 此外，国家航天局近日印发《国家航天局推进商业航天高质量安全发展行动计划（2025—2027年）》。其中提到，推动卫星数据安全高效利用。推 动出台支持政府投资形成数据商业化开发利用的实施细则，鼓励地方政府引导商业航天主体在应用端发力，开发典型示范应用场景。 天风证券认为，从太空数据中心建设来看，主 ...

港股恒生指数跌0.24%，跌61点，报25884点；恒生科技指数涨0.11%。港股早盘成交755亿港元。 泡泡玛特(09992)再涨超4%，领涨恒生指数蓝筹。六部门发文鼓励潮玩等消费，公司迎来传统销售旺 季。 广汽集团（601238）(02238)再涨超12%，埃安UT super开启全面交付，全固态电池产线建成。 紫金黄金国际(02259)逆市涨超2%，旗下各矿山产量增加，未来数年将进入增长阶段。 东岳集团(00189)涨4.62%，机构称锂电池强需求有望维持，PVDF涨价有望。 微创医疗(00853)涨5%，小摩增持超9亿港元股份，美银看好手术机器人业务。 拨康视云-B(02592)再涨12.8%，核心产品CBT-009获得日本及欧洲专利。 剑桥科技（603083）(06166)再涨超4%，1.6T光模块预计2026年一季度实现大量出货。 黑芝麻（000716）智能(02533)、均胜电子（600699）(00699)均涨超4%，双方共建多芯片平台机器人域 控产品。 新股海伟股份(09609)首挂上市破发15%，公司为中国第二大的电容器薄膜制造商。 ...

冲高回落，截止午盘沪指上涨0.49%，深成指上涨0.38%，创业板指上涨0.56%。两市合计超3300只个股 上涨，合计成交额1.09万亿。 消息面：半固态电池将是未来几年的落地应用先行者，全固态电池预计将在2026年至2027年迎来重要的 中试阶段。英伟达预计2026/2027年CSPCAPEX有望达到5490亿、6320亿美元，带动1.6T光模块需求上 调。 欢迎您在评论中分享自己的看法，大家一起学习和讨论。 海南板块低开低走后弱势盘整，截止午盘下跌2.34%，其中海南制药大跌7.36%，神农种业、京粮控股 等股跌幅均在6%上方。SPD概念、培育钻石、水产养殖、远程办公、AI语聊等行业板块紧随其后，且 跌幅均在1%上方。 有机硅高开高走，截止午盘上涨3.13%，其中金银河、宏柏新材、晨光新材等多股涨停；高宽带内存、 CHiplet概念、激光雷达、玻璃基板、EDA概念等行业板块紧随其后，且涨幅均在2%上方。 ...

Market Overview - A-shares opened lower on November 28, with the Shenzhen Component Index and ChiNext Index showing gains [1] - Strong sectors included combustible ice, shale gas, superconductors, satellite navigation, and commercial aerospace, while coal, real estate, aquatic products, and organic silicon sectors experienced pullbacks [1] Commercial Aerospace Sector - The commercial aerospace concept saw significant strength, with stocks like Qianzhao Optoelectronics hitting the daily limit, and Tongyu Communication achieving two consecutive limit-ups [2] - Other companies such as Shunhao Co., Putian Technology, and Leike Defense also reached their daily limit [2] Data Center Development - Beijing plans to construct and operate large-scale data center systems with over 1 GW capacity in the 700-800 km dawn-dusk orbit to support AI computing in space [4] - The National Space Administration issued an action plan for the high-quality and safe development of commercial aerospace from 2025 to 2027, aiming for significant advancements in innovation, resource utilization, industry growth, management services, and safety regulation [4] Lithium Battery Sector - The lithium battery electrolyte concept gained traction, with companies like Haike New Source and Tianli Lithium Energy showing notable gains [4] - Battery-grade electrolyte prices rose by 13.5% from 5200 CNY/ton to 5900 CNY/ton this week, marking a cumulative increase of 25% for the month [4] Solid-State Battery Development - Solid-state batteries are identified as a key driver for the future of the electric vehicle industry, with the first large-capacity solid-state battery production line in China currently undergoing small-scale testing [5] - Solid-state batteries offer advantages over traditional lithium-ion batteries, including increased safety and longer range for electric vehicles [5] Stock Performance and Risk Alerts - Maoye Commercial achieved a four-day limit-up streak, with the company confirming normal operations and no significant changes in its main business [7] - Jinfeng Technology also reached a five-day limit-up, currently planning to acquire at least 51% of Lanyuan Technology's shares [7][9] - ST Asia Pacific received a court ruling for restructuring, marking its fourth consecutive limit-up [9]

Group 1: Market Performance - The battery and solid-state battery sectors experienced significant gains, with the battery index rising over 2.8% and the solid-state battery index increasing by more than 2% on November 27 [1] - Individual stocks such as Jin Yinhe and Penghui Energy surged over 10%, while several stocks in the solid-state battery sector hit the daily limit up, including Lian De Equipment and Yi Shi Tong [1] Group 2: Industry Developments - Bloomberg New Energy Finance reported that semi-solid batteries are expected to begin mass production in 2026, while full solid-state batteries are projected to start mass production after 2028 [2] - LG Chem announced the successful development of core technology that significantly enhances the performance of solid-state batteries, achieving a basic capacity increase of approximately 15% and a high-rate discharge capacity increase of about 50% compared to existing batteries [3] - GAC Group has established the first large-capacity solid-state battery production line in China, capable of mass production of automotive-grade solid-state batteries with energy density nearly double that of current batteries [3] Group 3: Supply Chain and Pricing - As of November 27, the spot price of battery-grade lithium carbonate rose to 90,600 to 96,000 yuan per ton, averaging 93,300 yuan per ton, driven by inventory depletion and increased demand [5] - The lithium market is currently in a structural adjustment phase, with tight supply and demand dynamics expected to continue, potentially leading to price increases [5] - Citic Securities anticipates that the lithium industry chain will maintain a de-inventory trend, with lithium prices possibly exceeding expectations due to strong demand from energy storage batteries [5] Group 4: Company Initiatives - Tianqi Lithium is constructing a pilot line for lithium sulfide, expected to be completed in the second half of 2026, which will provide a crucial foundation for the scale-up of solid-state batteries [7] - Penghui Energy has completed its solid-state battery pilot line, which is currently operational, and aims to optimize its performance for mass production [7] - Shengyang Co. has successfully completed safety verification and cycle stability testing for its self-developed solid-state batteries, which are now entering market application stages [8]

智通财经APP获悉，广汽集团(02238)再涨超8%，本周累涨逾20%。截至发稿，涨7.61%，报3.82港元， 成交额2.26亿港元。 消息面上，11月25日，2025广州国际车展期间，半个月前刚刚上市京东商城的"国民好车"埃安UT super 完成首批车主交付，这款由京东、广汽集团、宁德时代三方联合开发的纯电动车型正式进入规模化交付 阶段。 此外，广汽集团董事长冯兴亚在第二十三届广州国际汽车展览会上宣布，广汽集团于广州番禺建设的全 固态电池中试产线近期已正式建成并投产。作为国内首条具备 60Ah 以上车规级量产条件的产线，其在 能量密度、安全性能等方面实现关键突破，并计划于2026年装车测试，为下一代动力电池产业化奠定基 础。 ...