宏观热点 深交所：将发布深证专精特新指数、创业板专精特新指数 为深入落实党中央支持专精特新"小巨人"企业发展的决策部署，积极发挥指数服务科技创新和实体经济 高质量发展作用，深圳证券交易所和深圳证券信息有限公司定于2025年7月21日发布深证专精特新指数 （简称"深小巨人"，代码399268）、创业板专精特新指数（简称"专精特新"，代码399267）。 上交所：将发布上证科创板专精特新指数等2条指数 上海证券交易所和中证指数有限公司将于2025年7月21日正式发布上证科创板专精特新指数和上证专精 特新指数，为市场提供多样化业绩基准与投资标的。上证科创板专精特新指数从科创板市场专精特 新"小巨人"企业中选取市值最大的50只上市公司证券作为指数样本，反映科创板市场代表性专精特新上 市公司证券的整体表现。上证专精特新指数从沪市专精特新"小巨人"企业中选取市值最大的100只上市 公司证券作为指数样本，反映沪市代表性专精特新上市公司证券的整体表现。 四部门：积极布局公交、物流、中重型货运等专用大功率充电设施 国家发展改革委办公厅等四部门发布关于促进大功率充电设施科学规划建设的通知，其中提出，项目建 设单位应按照《企业投资 ...

Group 1: Industry Events - The 2025 (4th) High-Performance Energy Storage Industry Summit will be held on July 1-2, 2025, in Hangzhou, Zhejiang, focusing on commercial transformation and restructuring [1] - The 2025 High-Performance New Energy Materials Industry Conference is scheduled for July 8-9, 2025, in Qionglai, Chengdu, emphasizing new materials and new ecosystems [1] Group 2: Company Developments - HeYuan Lithium Innovation has recently delivered high-performance solid-state batteries for drones, focusing on solid-state lithium-ion battery products since its establishment in January 2023 [2] - Zhuhai Guanyu has been designated as a supplier for Dongfeng Nissan, tasked with developing and supplying low-voltage lithium batteries for vehicles [3][4] - Funeng Technology plans to deliver 60Ah sulfide all-solid-state batteries in small batches to strategic partners by the end of 2025, with an energy density of 400Wh/kg to 500Wh/kg [6] - Yunnan Transportation Group and CATL have initiated a cross-border battery swap line between Panzhihua and Mohan, achieving rapid battery swaps in 3 to 5 minutes and reducing transportation costs by over 20% compared to traditional fuel vehicles [8] Group 3: Material Developments - Youyan New Materials announced plans to sell its lithium battery materials business, with a minimum listing price of 109.5 million yuan, focusing on sulfide solid electrolyte raw materials [10] - Meilian New Materials has small batch orders for semi-solid battery separators and is developing solid-state battery-related businesses, with current revenue contribution being relatively small [11]