探底回升后一路拉升，截止午盘三大指数均小幅收涨。其中沪指上涨0.21%，深成指上涨0.72%，创业板指 上涨0.71%。两市合计超3500只个股上涨，合计成交额9763亿。 消息面：电池级EC从周初的5200元/吨上涨13.5%至5900元/吨，本月已累计上涨25%。北京拟在700-800公 里晨昏轨道建设运营超过千兆瓦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。 欢迎您在评论中分享自己的看法，大家一起学习和讨论 中药股开盘后直线跳水，随后始终维持在低位盘整，截止午盘下跌1.08%，其中粤万年青大跌12.16%，众 生药业下跌8.23%。幽门螺杆菌、维生素、流感、毛发医疗、肝炎概念、超级真菌等紧随其后。 钛白粉高开高走大涨3.63%，其中金浦钛业涨停。海南板块持续走高，其中海南瑞泽4天3板。商业航天概 念股爆发，其中雷科防务反包5天4板，乾照光电20cm涨停。福建板块再度大涨，其中福建水泥、海通发展 等多股涨停。大消费板块反复活跃，其中海欣食品走出地天板。 ...

截至11月28日10:44，化工ETF(159870.SZ)上涨0.81%，其关联指数细分化工(000813.CSI)上涨0.95%；主 要成分股中，盐湖股份上涨1.37%，万华化学上涨1.00%，多氟多上涨3.15%，藏格矿业上涨1.99%，恩 捷股份上涨2.96%。 券商研究方面，有关机构指出，当前6F、VC和电池级EC作为电解液"三雄"上涨空间依旧显著，下游景 气与上游涨价交相辉映，顺价弹性和持续性增强。 消息面上，锂电、固态电池领域近期受关注，6F、VC和电池级EC等产品价格持续上涨，分别达16.5 万、17万元/吨和5900/吨。 关联产品： 化工ETF（159870），联接基金（A类 014942，C类 014943，I类 022792） 关联个股： 万华化学（600309）、盐湖股份（000792）、天赐材料（002709）、藏格矿业（000408）、巨化股份 （600160）、华鲁恒升（600426）、恒力石化（600346）、宝丰能源（600989）、云天化（600096）、 多氟多（002407） （1）6F价格达16.5万，11月均价月13.8万，6F公司后续利润有望大超预期。展望26年 ...

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]

Core Viewpoint - The lithium battery electrolyte sector is experiencing a significant surge, with notable stock price increases among key companies due to rising prices of battery-grade electrolyte chemicals [1] Group 1: Market Performance - The lithium battery electrolyte concept stocks have strengthened in early trading, with Haike Xinyuan rising over 10% to reach a historical high [1] - Other companies such as Tianli Lithium Energy, Wanrun New Energy, Shida Shenghua, and Fuxiang Pharmaceutical also saw price increases [1] Group 2: Price Movements - According to Baichuan Yingfu data, the price of battery-grade electrolyte (EC) has increased from 5200 yuan/ton at the beginning of the week to 5900 yuan/ton, marking a 13.5% rise [1] - The cumulative increase for this month has reached 25% [1]